Loren McPherson Charitable Trust
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 grant totaling $19K. Net investment income was $15K.
Loren McPherson Charitable Trust at a glance
In short: Loren McPherson Charitable Trust gave $19K across 1 grant in 2025 (avg $19K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $18,594
- -1.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $18,594
- -1.2% vs 2024
- Median grant
- $18,594
- Total assets
- $340,732
- -1.5% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Loren McPherson Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Harvard University ($19K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Loren McPherson Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $19K (2025) to $22K (2023). In 2025 it made 1 grant totaling $19K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Harvard University Cambridge, MA | Scholarships | $18,594 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $340,732 | $19,429 | $24,738 | $18,594 | 1 | $19,912 | $14,789 | $19,475 |
| 2024 | $346,044 | $16,158 | $24,511 | $18,822 | 1 | $20,117 | $11,630 | $18,594 |
| 2023 | $354,403 | $10,076 | $28,083 | $21,759 | 1 | $23,069 | $6,732 | $18,821 |
| 2022 | $372,406 | $28,378 | $27,045 | $20,487 | 1 | $21,875 | $23,257 | $21,758 |
| 2021 | $371,112 | $15,415 | $25,947 | $19,622 | 1 | — | $10,792 | $20,487 |
| 2020 | $381,636 | $29,672 | $26,320 | $20,133 | 1 | — | $24,866 | $19,622 |
Under IRS private-foundation payout rules, Loren McPherson Charitable Trust reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Loren McPherson Charitable Trust's only listed officer is NBT Bank NA, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
NBT Bank NA
Trustee
On filings since 2020
1 hr/week
$5K (2020) → $5K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to NBT Bank NA (Trustee).
Frequently asked questions about Loren McPherson Charitable Trust
How much does Loren McPherson Charitable Trust give each year?
Loren McPherson Charitable Trust gave $19K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $19K across 1 grant.
How large is Loren McPherson Charitable Trust?
Loren McPherson Charitable Trust reported $341K in total assets on its 2025 IRS Form 990-PF. It paid out $20K in qualifying distributions that year, against a required minimum of $19K (roughly 5% of its investment assets).
What is Loren McPherson Charitable Trust?
Loren McPherson Charitable Trust is a private foundation focused on Education, based in Norwich, NY. It holds $341K in total assets as of 2025.
Where does Loren McPherson Charitable Trust operate?
Loren McPherson Charitable Trust has awarded grants in Massachusetts.
What is Loren McPherson Charitable Trust's EIN?
Loren McPherson Charitable Trust's EIN (Employer Identification Number) is 16-6474318. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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