Joseph Emery Trust Fbo
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
2
+100.0% YoY
Avg Grant Size
$14K
-19.1% YoY
About Joseph Emery Trust Fbo
Based on IRS filings
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.
Ready to take the next step with Joseph Emery Trust Fbo?
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 | $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
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 |
|---|---|---|---|
| LAUREN EPSTEIN AS OFFICER | COO | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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