Herbert H & Mariea L Brown Charitable Tr Fu
Herbert H & Mariea L Brown Charitable Tr Fu is a private foundation focused on Environment, based in Norwich, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $549K in total assets. In 2025, it awarded 8 grants totaling $37K. Net investment income was $28K.
Key facts about Herbert H & Mariea L Brown Charitable Tr Fu
In short: Herbert H & Mariea L Brown Charitable Tr Fu gave $37K across 8 grants in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6271541
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $37,000
- Grants made (2025)
- 8
- Average grant
- $4,625
- Median grant
- $4,000
- Total assets
- $549,117
- Primary geography
- New York (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
$549K
-1.1% YoY
Annual Giving
$37K
+19.3% YoY
Grant Count
8
+33.3% YoY
Avg Grant Size
$5K
-10.6% YoY
Under IRS private-foundation payout rules, Herbert H & Mariea L Brown Charitable Tr Fu reported a distributable amount of $39K for 2025 — the minimum it must pay out in qualifying distributions.
How Herbert H & Mariea L Brown Charitable Tr Fu gives
- Giving held roughly steady from 2022 to 2025 (+4%). Method
- In 2025 it paid out 99% 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
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $31K (2024) to $37K (2025). In 2025 it made 8 grants totaling $37K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Sherburne Area Local Development Corpora ($11K). Together the top 8 received $37K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sherburne Area Local Development Corpora Sherburne, NY | Pledge for Rexford Falls | $11,000 |
| Friends of Rogers Environmental Sherburne, NY | General Operating | $6,000 |
| Chenango County Historical Society Norwich, NY | Canal Heritage Community | $5,500 |
| Save the Sherburne Inn Restoration Proje Sherburne, NY | The Sponsorship of | $5,000 |
| Fiver Childrens Foundationn New York, NY | Arts Programming | $3,000 |
| Chenango County SPCA Norwich, NY | General Operating | $3,000 |
| Village of Sherburne Sherburne, NY | Baskets for Downtown and | $2,500 |
| Veterans of Foreign Wars Post 2782 Norwich, NY | Training Program & | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $549,117 | $555,474 | $568,605 |
| Revenue | $38,384 | $24,345 | $21,647 |
| Expenses | $44,708 | $37,471 | $40,995 |
| Qualifying Distributions | $38,434 | $32,371 | $35,272 |
| Net Investment Income | $28,160 | $19,240 | $16,517 |
| Distributable Amount | $38,858 | $32,595 | $30,912 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS February 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS January 31, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 5, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Herbert H & Mariea L Brown Charitable Tr Fu's only listed officer is NBT Bank NA, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2019
1 hr/week
$5K (2019) → $6K (2025)
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 $6K, to NBT Bank NA (Trustee).
Frequently asked questions about Herbert H & Mariea L Brown Charitable Tr Fu
How much does Herbert H & Mariea L Brown Charitable Tr Fu give each year?
Herbert H & Mariea L Brown Charitable Tr Fu gave $37K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 6 grants.
What is Herbert H & Mariea L Brown Charitable Tr Fu's typical grant size?
Herbert H & Mariea L Brown Charitable Tr Fu's median grant in 2025 was $4,000, and its average grant was $4,625, across 8 grants on its 2025 IRS Form 990-PF.
Where does Herbert H & Mariea L Brown Charitable Tr Fu give grants?
Herbert H & Mariea L Brown Charitable Tr Fu 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 Sherburne, NY (4 grants) and Norwich, NY (3 grants).
Does Herbert H & Mariea L Brown Charitable Tr Fu give general operating support?
Yes: 25% of Herbert H & Mariea L Brown Charitable Tr Fu's 2025 grants with a stated purpose (2 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Herbert H & Mariea L Brown Charitable Tr Fu's largest grantees?
Herbert H & Mariea L Brown Charitable Tr Fu's largest 2025 grantees include Sherburne Area Local Development Corpora ($11,000), Friends of Rogers Environmental ($6,000) and Chenango County Historical Society ($5,500), according to its 2025 IRS Form 990-PF. Together they received 61% of its itemized 2025 grant dollars.
How large is Herbert H & Mariea L Brown Charitable Tr Fu?
Herbert H & Mariea L Brown Charitable Tr Fu reported $549K in total assets on its 2025 IRS Form 990-PF. It paid out $38K in qualifying distributions that year, against a required minimum of $39K (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.
What is Herbert H & Mariea L Brown Charitable Tr Fu?
Herbert H & Mariea L Brown Charitable Tr Fu is a private foundation focused on Environment, based in Norwich, NY. It holds $549K in total assets as of 2025.
What is Herbert H & Mariea L Brown Charitable Tr Fu's EIN?
Herbert H & Mariea L Brown Charitable Tr Fu's EIN (Employer Identification Number) is 16-6271541. 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.
Here's the math on researching Herbert H & Mariea L Brown Charitable Tr Fu by hand.
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