Loren Mcpherson Charitable Trust is a private foundation focused on Education, based in NORWICH, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $341K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $15K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$341K
-1.5% YoY
Annual Giving
$19K
-1.2% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$19K
-1.2% YoY
About Loren Mcpherson Charitable Trust
Based on IRS filings
Loren Mcpherson Charitable Trust is a private foundation focused on Education, based in NORWICH, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $341K in total assets. In 2025, it awarded 1 grants totaling $19K. Net investment income was $15K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $340,732 | $346,044 | $354,403 |
| Revenue | $19,429 | $16,158 | $10,076 |
| Expenses | $24,738 | $24,511 | $28,083 |
| Qualifying Distributions | $19,912 | $20,117 | $23,069 |
| Net Investment Income | $14,789 | $11,630 | $6,732 |
| Distributable Amount | $19,475 | $18,594 | $18,821 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 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 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| NBT BANK NA | TRUSTEE | 1 | $4,883 |
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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