Everett George D Trust

Private foundation · Grantmaker Dallas, TX EIN: 01-6128913

Everett George D Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $628K in total assets. In 2025, it awarded 2 grants totaling $32K. Net investment income was $60K.

Key facts about Everett George D Trust

In short: Everett George D Trust gave $32K across 2 grants in 2025 (avg $16K), mostly in Maine. Source: 2025 IRS Form 990-PF.

EIN
01-6128913
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$31,720
Grants made (2025)
2
Average grant
$15,860
Median grant
$15,860
Total assets
$627,998
Primary geography
Maine (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$628K

+3.8% YoY

Annual Giving

$32K

+6.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$16K

+6.0% YoY

Under IRS private-foundation payout rules, Everett George D Trust reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.

How Everett George D Trust gives

  • Giving held roughly steady from 2022 to 2025 (−6%). Method
  • In 2025 it paid out 100% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Bangor

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K$40K2 grants2019 2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $20K (2019) to $39K (2020). In 2025 it made 2 grants totaling $32K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

University of Maine Fdn: $16KUniversity of Maine Fdn$16KYMCA Bangor ME: $16KYMCA Bangor ME$16K

The largest 2025 recipient was University of Maine Fdn ($16K). Together the top 2 received $32K.

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of Maine Fdn Bangor, MEUnrestricted General$15,860
YMCA Bangor ME Bangor, MEMemberships, Camperships$15,860

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$627,998$605,106$585,366
Revenue$68,383$62,744$19,219
Expenses$45,680$42,356$32,711
Qualifying Distributions$36,447$34,434$25,787
Net Investment Income$60,263$54,413$10,374
Distributable Amount$36,620$34,582$31,586

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

Everett George D Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2021

    1 hr/week

    $11K (2021) → $11K (2025)

Former officers (1)
  • Former: Bank Of America N A (2019–2020) — Trustee

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America — Trustee: $11KBank of AmericaTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Bank of America (Trustee).

Frequently asked questions about Everett George D Trust

How much does Everett George D Trust give each year?

Everett George D Trust gave $32K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 2 grants.

How large is Everett George D Trust?

Everett George D Trust reported $628K in total assets on its 2025 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $37K (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.

Where does Everett George D Trust operate?

Everett George D Trust has awarded grants in Maine.

What is Everett George D Trust's EIN?

Everett George D Trust's EIN (Employer Identification Number) is 01-6128913. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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