McGregor Family Charitable Trust
McGregor Family Charitable Trust is a private foundation, based in Syracuse, NY. IRS filing data is available from 2020 through 2025. In 2025, it awarded 1 grant totaling $310K. Net investment income was $5K.
Key facts about McGregor Family Charitable Trust
In short: McGregor Family Charitable Trust gave $310K across 1 grant in 2025 (avg $310K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 20-7341100
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $309,998
- Grants made (2025)
- 1
- Average grant
- $309,998
- Median grant
- $309,998
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$310K
+1661.4% YoY
Grant Count
1
-80.0% YoY
Avg Grant Size
$310K
+8706.8% YoY
Under IRS private-foundation payout rules, McGregor Family Charitable Trust reported a distributable amount of $670 for 2025 — the minimum it must pay out in qualifying distributions.
How McGregor Family Charitable Trust gives
- Giving grew 1048% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2023) to $310K (2025). In 2025 it made 1 grant totaling $310K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was McGregor Family Charitable Trust- Betty Co NBT Financial Group ($310K).
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 20 grants of 21 (95%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| McGregor Family Charitable Trust- Betty Co NBT Financial Group Syracuse, NY | GRANT | $309,998 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | — | $325,339 | $331,943 |
| Revenue | $5,199 | $21,213 | $12,613 |
| Expenses | $322,058 | $27,817 | $22,951 |
| Qualifying Distributions | $309,998 | $18,438 | $18,531 |
| Net Investment Income | $5,199 | $13,637 | $9,721 |
| Distributable Amount | $670 | $18,715 | $17,507 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 1, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
Leadership & Key People
Officers and directors from IRS filings
McGregor Family Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Hoy
Trustee
On filings since 2020
2 hrs/week
$281 (2020) → $0 (2025)
NBT Bank NA - Attn Barry Shay VP
Trustee
On filings since 2020
4 hrs/week
$5K (2020) → $0 (2025)
Patrick J. Powers
Trustee
On filings since 2020
2 hrs/week
$281 (2020) → $0 (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 2024 IRS filing
The highest reported compensation on the 2024 filing was $5K, to NBT Bank NA - Attn Barry Shay VP (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about McGregor Family Charitable Trust
How much does McGregor Family Charitable Trust give each year?
McGregor Family Charitable Trust gave $310K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 5 grants.
Where does McGregor Family Charitable Trust operate?
McGregor Family Charitable Trust has awarded grants in New York.
How much is McGregor Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, McGregor Family Charitable Trust reported a distributable amount of $670 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is McGregor Family Charitable Trust's EIN?
McGregor Family Charitable Trust's EIN (Employer Identification Number) is 20-7341100. 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.
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