Joseph Emery Trust Fbo

PORTLAND, ME EIN: 01-6076042

Joseph Emery Trust Fbo is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $258K in total assets. In 2024, it awarded 2 grants totaling $29K. Net investment income was $873.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$258K

-3.4% YoY

Annual Giving

$29K

+61.7% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$14K

-19.1% YoY

Under IRS private-foundation payout rules, Joseph Emery Trust Fbo reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About Joseph Emery Trust Fbo

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $105K (100%)

States

Maine

Cities

Rockland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$257,858	$266,895	$281,092
Revenue	$26,528	$7,548	$13,418
Expenses	$35,565	$21,767	$22,990
Qualifying Distributions	$28,571	$17,668	$18,269
Net Investment Income	$873	$3,449	$8,693
Distributable Amount	$7,517	$16,751	$17,668

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rockland Congregational Church ($25,571), Rockland Congregational Church ($3,000).

Recipient	Purpose	Amount
ROCKLAND CONGREGATIONAL CHURCH ROCKLAND, ME	UNRESTRICTED GIFT	$25,571
ROCKLAND CONGREGATIONAL CHURCH ROCKLAND, ME	UNRESTRICTED GIFT	$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LAUREN EPSTEIN AS OFFICER	COO	—	—

Frequently Asked Questions

How large is Joseph Emery Trust Fbo?

As of 2024, Joseph Emery Trust Fbo holds $258K in total assets with $27K in annual revenue. It awarded 2 grants totaling $29K in 2024.

Where does Joseph Emery Trust Fbo operate?

Joseph Emery Trust Fbo has awarded grants in Maine.

What size grants does Joseph Emery Trust Fbo award?

In 2024, Joseph Emery Trust Fbo awarded 2 grants totaling $29K — an average of about $14K per grant, based on its IRS Form 990 filings.

How much is Joseph Emery Trust Fbo required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph Emery Trust Fbo reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.