Evelyn S Emerson Trust
Evelyn S Emerson Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $724K in total assets. In 2024, it awarded 8 grants totaling $42K. Net investment income was $30K.
Evelyn S Emerson Trust at a glance
In short: Evelyn S Emerson Trust gave $42K across 8 grants in 2024 (avg $5K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $41,671
- +19.1% vs 2023
- Grants made (2024)
- 8
- +0.0% vs 2023
- Average grant
- $5,209
- +19.1% vs 2023
- Median grant
- $1,000
- Total assets
- $724,210
- -1.9% vs 2023
- Primary geography
- New York (98% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Evelyn S Emerson Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
The largest 2024 recipient was Town of McDonough ($33K). Together the top 7 received $41K.
Organizations only. It also paid 1 individual scholarship ($1,000), which are not listed by name.
Grant Size Distribution
44 grants across all recorded years
The most common grant size was under $50K: 44 grants of 44 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 8 itemized grants.
Cities
How Evelyn S Emerson Trust gives
- Giving held roughly steady from 2021 to 2024 (+14%). Method
- In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $35K (2023) to $44K (2022). In 2024 it made 8 grants totaling $42K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Town of McDonough McDonough, NY | Renovate Christmas Tree, | $33,321 |
| McDonough Volunteer Fire Dept McDonough, NY | Training | $2,500 |
| McDonough Improvement Committee McDonough, NY | Operations, Food/Supplies | $1,350 |
| Saint Louis University St. Louis, MO | Scholarship | $1,000 |
| Ithaca College Ithaca, NY | Scholarship | $1,000 |
| Hartwick College Oneonta, NY | Scholarship | $1,000 |
| 1 individual scholarship Recipients not named | — | $1,000 |
| Oxford Academy School Oxford, NY | Hall of Distinction | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $724,210 | $43,117 | $57,243 | $41,671 | 8 | $43,834 | $30,413 | $46,575 |
| 2023 | $738,417 | $48,677 | $49,155 | $35,000 | 8 | $37,067 | $36,657 | $43,671 |
| 2022 | $738,894 | $32,710 | $58,967 | $43,500 | 10 | $45,778 | $20,418 | $45,904 |
| 2021 | $765,169 | $47,546 | $51,196 | $36,400 | 8 | $39,593 | $35,792 | $50,049 |
| 2020 | $768,999 | $15,411 | $52,377 | $39,077 | 10 | — | $6,999 | $42,373 |
Under IRS private-foundation payout rules, Evelyn S Emerson Trust reported a distributable amount of $47K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Evelyn S Emerson Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.
Officers on the 2024 filing
NBT Bank NA
Co Trustee
On filings since 2020
1 hr/week
$10K (2020) → $12K (2024)
Kelly Erickson
Co Trustee
On filings since 2021
1 hr/week
$441 (2021) → $2K (2024)
Former officers (1)
- Former: Robert M. Larkin Esq. (2020–2022) — Co Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $12K, to NBT Bank NA (Co Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Evelyn S Emerson Trust
How much does Evelyn S Emerson Trust give each year?
Evelyn S Emerson Trust gave $42K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $35K across 8 grants.
What is Evelyn S Emerson Trust's typical grant size?
Evelyn S Emerson Trust's median grant in 2024 was $1,000, and its average grant was $5,209, across 8 grants on its 2024 IRS Form 990-PF.
Where does Evelyn S Emerson Trust give grants?
Evelyn S Emerson Trust gives mostly in New York: 98% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were McDonough, NY (3 grants).
Does Evelyn S Emerson Trust give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on Evelyn S Emerson Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship" (4 grants).
Who are Evelyn S Emerson Trust's largest grantees?
Evelyn S Emerson Trust's largest 2024 grantees include Town of McDonough ($33,321), McDonough Volunteer Fire Dept ($2,500) and McDonough Improvement Committee ($1,350), according to its 2024 IRS Form 990-PF. It also paid 1 individual scholarship ($1,000), which are not listed by name. Together they received 89% of its itemized 2024 grant dollars.
How large is Evelyn S Emerson Trust?
Evelyn S Emerson Trust reported $724K in total assets on its 2024 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $47K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Evelyn S Emerson Trust's EIN?
Evelyn S Emerson Trust's EIN (Employer Identification Number) is 26-6876468. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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