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
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.
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
Among its reported 2024 grants, the largest include Town of Mcdonough ($33,321), Mcdonough Volunteer Fire Dept ($2,500), Mcdonough Improvement Committee ($1,350).
| Recipient | Purpose | Amount |
|---|---|---|
| OXFORD ACADEMY SCHOOL OXFORD, NY | HALL OF DISTINCTION | $500 |
| MCDONOUGH VOLUNTEER FIRE DEPT MCDONOUGH, NY | TRAINING | $2,500 |
| SAINT LOUIS UNIVERSITY ST LOUIS, MO | SCHOLARSHIP | $1,000 |
| TOWN OF MCDONOUGH MCDONOUGH, NY | RENOVATE CHRISTMAS TREE, | $33,321 |
| ITHACA COLLEGE ITHACA, NY | SCHOLARSHIP | $1,000 |
| HARTWICK COLLEGE ONEONTA, NY | SCHOLARSHIP | $1,000 |
| SUNY GENESEO GENESEO, NY | SCHOLARSHIP | $1,000 |
| MCDONOUGH IMPROVEMENT COMMITTEE MCDONOUGH, NY | OPERATIONS, FOOD/SUPPLIES | $1,350 |
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
Frequently Asked Questions
What is Evelyn S Emerson Trust?
Evelyn S Emerson Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORWICH, NY. It holds $724K in total assets as of 2024.
How large is Evelyn S Emerson Trust?
As of 2024, Evelyn S Emerson Trust holds $724K in total assets with $43K in annual revenue. It awarded 8 grants totaling $42K in 2024.
Where does Evelyn S Emerson Trust operate?
Evelyn S Emerson Trust has awarded grants in Missouri, North Carolina, New York, West Virginia.
What size grants does Evelyn S Emerson Trust award?
In 2024, Evelyn S Emerson Trust awarded 8 grants totaling $42K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Evelyn S Emerson Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Evelyn S Emerson Trust reported a distributable amount of $47K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Evelyn S Emerson Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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