Irvin and Marion Erb Charitable Trust

Foundation · Grantmaker Fitchburg, MA EIN: 20-5142862

Irvin and Marion Erb Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Fitchburg, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 4 grants totaling $93K. Net investment income was $52K.

Key facts about Irvin and Marion Erb Charitable Trust

EIN: 20-5142862
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $93,250
Grants made (2024): 4
Average grant: $23,313
Median grant: $26,110
Total assets: $1,422,492
Primary geography: Massachusetts (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Irvin and Marion Erb Charitable Trust funds

By grant dollars, the top recipient states for Irvin and Marion Erb Charitable Trust's 4 itemized 2024 grants were Massachusetts (100%). 100% of grants with a stated purpose were for general or operating support.

How Irvin and Marion Erb Charitable Trust gives

Giving grew 21% from 2021 to 2024. Method
In 2024 it paid out 88% 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.

Next steps with Irvin and Marion Erb Charitable Trust

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-3.1% YoY

Annual Giving

$93K

+0.8% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$23K

+0.8% YoY

Under IRS private-foundation payout rules, Irvin and Marion Erb Charitable Trust reported a distributable amount of $105K for 2024 — the minimum it must pay out in qualifying distributions.

About Irvin and Marion Erb Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $93K (100%)

Share of all 4 itemized 2024 grant dollars.

States

Massachusetts

Cities

FitchburgSpringfieldWorcesterRutlandLancaster

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,422,492	$1,467,636	$1,515,898
Revenue	$61,831	$57,958	$56,743
Expenses	$106,976	$106,219	$99,735
Qualifying Distributions	$93,250	$92,525	$87,250
Net Investment Income	$51,609	$48,847	$49,312
Distributable Amount	$105,381	$93,259	$92,546

Data update history

When this profile's IRS filing data changed on Grantable

March 1, 2026 IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Springfield College ($26,110), United Way of North Central Massachusetts ($26,110), YMCA of Central Massachusetts ($26,110).

Recipient	Purpose	Amount
SPRINGFIELD COLLEGE Springfield, MA	UNRESTRICTED	$26,110
UNITED WAY OF NORTH CENTRAL MASSACHUSETTS Fitchburg, MA	UNRESTRICTED	$26,110
YMCA OF CENTRAL MASSACHUSETTS Worcester, MA	UNRESTRICTED	$26,110
HEART OF NEW ENGLAND BOY SCOUTS OF AMERICA Rutland, MA	UNRESTRICTED	$14,920

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Name	Title	Hours	Compensation
Elisha W Erb	Trustee	0.5	$5,980
David G Southcotte Sr	Trustee	0.5	$5,980

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Irvin and Marion Erb Charitable Trust?

Irvin and Marion Erb Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Fitchburg, MA. It holds $1.4M in total assets as of 2024.

How large is Irvin and Marion Erb Charitable Trust?

As of 2024, Irvin and Marion Erb Charitable Trust holds $1.4M in total assets with $62K in annual revenue. It awarded 4 grants totaling $93K in 2024.

Where does Irvin and Marion Erb Charitable Trust operate?

Irvin and Marion Erb Charitable Trust has awarded grants in Massachusetts.

What size grants does Irvin and Marion Erb Charitable Trust award?

In 2024, Irvin and Marion Erb Charitable Trust awarded 4 grants totaling $93K — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Irvin and Marion Erb Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Irvin and Marion Erb Charitable Trust reported a distributable amount of $105K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Irvin and Marion Erb Charitable Trust's EIN?

Irvin and Marion Erb Charitable Trust's EIN (Employer Identification Number) is 20-5142862. IRS Form 990 filing data is available on this page for 2020–2024.