Evelyn S Emerson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$724K
-1.9% YoY
Annual Giving
$42K
+19.1% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$5K
+19.1% YoY
About Evelyn S Emerson Trust
Based on IRS filings
Evelyn S Emerson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $724,210 | $738,417 | $738,894 |
| Revenue | $43,117 | $48,677 | $32,710 |
| Expenses | $57,243 | $49,155 | $58,967 |
| Qualifying Distributions | $43,834 | $37,067 | $45,778 |
| Net Investment Income | $30,413 | $36,657 | $20,418 |
| Distributable Amount | $46,575 | $43,671 | $45,904 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
44 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | CO TRUSTEE | 1 | $11,828 |
| KELLY ERICKSON | CO TRUSTEE | 1 | $1,500 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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