Gilbert & Virginia McCurdy Trust
Gilbert & Virginia McCurdy Trust is a private foundation, based in Cincinnati, OH. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $182K in total assets. In 2025, it awarded 6 grants totaling $17K. Net investment income was $56K.
Gilbert & Virginia McCurdy Trust at a glance
In short: Gilbert & Virginia McCurdy Trust gave $17K across 6 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $17,000
- +0.0% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $2,833
- +16.7% vs 2024
- Median grant
- $2,750
- Total assets
- $181,943
- +26.9% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Gilbert & Virginia McCurdy Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was University of Rochester ($5K). Together the top 6 received $17K.
Grant Size Distribution
33 grants across all recorded years
The most common grant size was under $50K: 33 grants of 33 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How Gilbert & Virginia McCurdy Trust gives
- Giving held roughly steady from 2022 to 2025 (+6%). Method
- In 2025 it paid out 107% of its IRS minimum distribution (the 5% rule). 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 2025, annual grant giving ranged from $14K (2020) to $17K (2025). In 2025 it made 6 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Rochester Rochester, NY | Support of Daily Operations | $4,500 |
| VNS Hospice Endowment Fund Webster, NY | Support of Daily Operations | $3,000 |
| Boys & Girls Club Rochester, NY | Support of Daily Operations | $2,750 |
| Foodlink Inc Rochester, NY | Support of Daily Operations | $2,750 |
| Rochester Philharmoic Orchestra Rochester, NY | Support of Daily Operations | $2,500 |
| Rochester Area Community Fdn Rochester, NY | Support of Daily Operations | $1,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $181,943 | $59,966 | $21,422 | $17,000 | 6 | $17,701 | $56,477 | $16,494 |
| 2024 | $143,398 | $11,900 | $20,239 | $17,000 | 7 | $17,094 | $8,547 | $15,317 |
| 2023 | $151,737 | $3,209 | $18,675 | $16,000 | 7 | $16,084 | $551 | $12,663 |
| 2022 | $166,849 | $-8,000 | $19,396 | $16,000 | 6 | $16,186 | — | $12,495 |
| 2021 | $194,273 | $19,345 | $17,417 | $14,000 | 7 | $14,196 | $16,124 | $15,479 |
| 2020 | $192,346 | $3,869 | $16,888 | $14,000 | 7 | — | $1,067 | $13,103 |
Under IRS private-foundation payout rules, Gilbert & Virginia McCurdy Trust reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Gilbert & Virginia McCurdy Trust's only listed officer is Fifth Third Bank NA, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Fifth Third Bank NA
Trustee
New on the 2025 filing
2 hrs/week
$1K (2025)
Former officers (1)
- Former: Comerica (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $1K, to Fifth Third Bank NA (Trustee).
Frequently asked questions about Gilbert & Virginia McCurdy Trust
How much does Gilbert & Virginia McCurdy Trust give each year?
Gilbert & Virginia McCurdy Trust gave $17K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $17K across 7 grants.
What is Gilbert & Virginia McCurdy Trust's typical grant size?
Gilbert & Virginia McCurdy Trust's median grant in 2025 was $2,750, and its average grant was $2,833, across 6 grants on its 2025 IRS Form 990-PF.
Where does Gilbert & Virginia McCurdy Trust give grants?
Gilbert & Virginia McCurdy Trust gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Rochester, NY (5 grants).
Does Gilbert & Virginia McCurdy Trust give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on Gilbert & Virginia McCurdy Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support of Daily Operations" (6 grants).
Who are Gilbert & Virginia McCurdy Trust's largest grantees?
Gilbert & Virginia McCurdy Trust's largest 2025 grantees include University of Rochester ($4,500), VNS Hospice Endowment Fund ($3,000) and Boys & Girls Club ($2,750), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Gilbert & Virginia McCurdy Trust?
Gilbert & Virginia McCurdy Trust reported $182K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets).
What is Gilbert & Virginia McCurdy Trust's EIN?
Gilbert & Virginia McCurdy Trust's EIN (Employer Identification Number) is 16-6015246. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 8, 2024)
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