Etta Emerick Trust Fbo Marion General Ho

BIRMINGHAM, AL EIN: 35-6406063

Etta Emerick Trust Fbo Marion General Ho is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. In 2024, it awarded 1 grants totaling $76K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$76K

+1659.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$76K

+1659.5% YoY

Under IRS private-foundation payout rules, Etta Emerick Trust Fbo Marion General Ho reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Etta Emerick Trust Fbo Marion General Ho

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $95K (100%)

States

Indiana

Cities

Marion

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	—	$60,967	$66,952
Revenue	$18,640	$3,893	$3,273
Expenses	$79,654	$9,853	$10,284
Qualifying Distributions	$77,486	$5,863	$6,053
Net Investment Income	$18,239	$546	$49
Distributable Amount	$4,560	$3,809	$4,149

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Marion General Hospital Co Tony Roberts ($75,886).

Recipient	Purpose	Amount
MARION GENERAL HOSPITAL CO TONY ROBERTS MARION, IN	GENERAL OPERATING	$75,886

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$501

Frequently Asked Questions

Where does Etta Emerick Trust Fbo Marion General Ho operate?

Etta Emerick Trust Fbo Marion General Ho has awarded grants in Indiana.

What size grants does Etta Emerick Trust Fbo Marion General Ho award?

In 2024, Etta Emerick Trust Fbo Marion General Ho awarded 1 grants totaling $76K — an average of about $76K per grant, based on its IRS Form 990 filings.

How much is Etta Emerick Trust Fbo Marion General Ho required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Etta Emerick Trust Fbo Marion General Ho reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Etta Emerick Trust Fbo Marion General Ho's EIN?

Etta Emerick Trust Fbo Marion General Ho's EIN (Employer Identification Number) is 35-6406063. IRS Form 990 filing data is available on this page for 2020–2024.