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. 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.
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
4
+0.0% YoY
Avg Grant Size
$23K
+0.8% YoY
About Irvin and Marion Erb Charitable Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
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
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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