Everett George D Trust
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.
Everett George D Trust at a glance
In short: Everett George D Trust gave $32K across 2 grants in 2025 (avg $16K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $31,720
- +6.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $15,860
- +6.0% vs 2024
- Median grant
- $15,860
- Total assets
- $627,998
- +3.8% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Everett George D Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
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
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $20K (2019) to $39K (2020). In 2025 it made 2 grants totaling $32K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Maine Fdn Bangor, ME | Unrestricted General | $15,860 |
| YMCA Bangor ME Bangor, ME | Memberships, Camperships | $15,860 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $627,998 | $68,383 | $45,680 | $31,720 | 2 | $36,447 | $60,263 | $36,620 |
| 2024 | $605,106 | $62,744 | $42,356 | $29,938 | 2 | $34,434 | $54,413 | $34,582 |
| 2023 | $585,366 | $19,219 | $32,711 | $21,712 | 2 | $25,787 | $10,374 | $31,586 |
| 2022 | $599,070 | $-14,601 | $48,164 | $33,640 | 2 | $37,892 | $5,035 | $32,318 |
| 2021 | $661,763 | $140,096 | $42,859 | $29,416 | 2 | $34,188 | $131,324 | $36,279 |
| 2020 | $563,808 | $48,763 | $50,525 | $39,305 | 2 | — | $41,962 | $31,314 |
| 2019 | $563,408 | $37,245 | $31,061 | $19,854 | 2 | — | $32,198 | $30,651 |
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.
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
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.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Everett George D Trust funds
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