Owen T & Alice M Gorman Testamentary
The Owen T & Alice M Gorman Testamentary is a private foundation based in Oneida, New York. The Gorman Foundation says it was established with a bequest in 2003 and works to improve quality of life for present and future generations. Its grants support eligible charitable organizations in areas including social welfare, community education and enhancement, and the environment.
Key facts about Owen T & Alice M Gorman Testamentary
In short: Owen T & Alice M Gorman Testamentary gave $733K across 29 grants in 2024 (avg $25K), mostly in New York. Source: 2024 IRS Form 990-PF.
- EIN
- 22-6927092
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $732,564
- Grants made (2024)
- 29
- Average grant
- $25,261
- Median grant
- $5,000
- Total assets
- $12,200,742
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- How to apply
- The foundation’s website says applications are submitted online. Full details ↓
- Deadline
- Requests are reviewed on an ongoing basis.
Data from IRS Form 990-PF, 2024; updated October 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.2M
-6.2% YoY
Annual Giving
$733K
+24.9% YoY
Grant Count
29
-14.7% YoY
Avg Grant Size
$25K
+46.4% YoY
Under IRS private-foundation payout rules, Owen T & Alice M Gorman Testamentary reported a distributable amount of $475K for 2024 — the minimum it must pay out in qualifying distributions.
How Owen T & Alice M Gorman Testamentary gives
- 62% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−1%). Method
- In 2024 it paid out 286% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The Gorman Foundation’s stated mission is to improve the quality of life for present and future generations. Its interests include programs that help people access healthcare, education, food, and shelter; educational and recreational outreach, musical performances, and historical preservation; and efforts involving local farming, wildlife preservation, and animal rehabilitation.
Its 2024 grants illustrate this range. The Oneida Area Daycare Center received $25,000; the center describes its work as providing daycare and education for children from six weeks to 12 years old, with at least 25% of spaces designated for qualified low-income families. On Point for College received $20,000; it describes its mission as helping low-income, first-generation youth enroll in college, continue their studies, and transition to the workforce. The Oneida Community Mansion House received $50,000; it says it uses its historic site and collections to share the story of the Oneida Community and explore current social issues, historic preservation, and the natural environment. The foundation also identifies operating a free health clinic as a direct charitable activity.
Grantmaking
In filing year 2024, the foundation reported 29 grants totaling $732,564. Grant amounts ranged from $100 to $225,000, with a median of $5,000. All reported grant dollars went to recipients in New York.
The largest reported grants included $225,000 to Madison County Veterans Agency for relocation and office renovations, $153,000 to Mary Rose Clinic for a free medical care clinic, and $100,000 to Roswell Park Cancer Center as a donation. Other grants included $75,000 to Madison County Assigned Counsel, $50,000 to Oneida Community Mansion House for preservation repairs and renovations, and $25,000 to Oneida Area Daycare Center for a new playground.
Review Cycle
Requests are reviewed on an ongoing basis.
How to Apply
The foundation’s website says applications are submitted online. Applicants create an account and complete an application through the online process; a draft can be saved and completed later. Grants are awarded to selected IRS 501(c)(3) charitable organizations that agree to the foundation’s nondiscrimination policy. The foundation’s filing says eligible applicants are selected nonprofits supporting its stated program areas; it does not award grants to individuals, debt reduction drives, or lobbying activities. The website also says organizations cannot be classified as private foundations under Section 509(a), and that special projects sponsored by governmental entities may be considered in select cases. Additional information or a site visit may be requested.
Open Grants
1 open opportunity from Owen T & Alice M Gorman Testamentary
Ready to take the next step with Owen T & Alice M Gorman Testamentary?
Geographic Focus
Where this funder awards grants
The foundation’s website identifies Madison County, New York, as its primary geographic focus and notes that its work has also benefited communities elsewhere. Its 2024 filing describes its focus as Central New York State, specifically Madison, Oneida, and Onondaga counties. The 2024 grants reported in the filing all went to New York recipients.
Grant Distribution by State
Share of 2024 grant dollars across all 29 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $587K (2023) to $900K (2022). In 2024 it made 29 grants totaling $733K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Madison County Veterans Agency ($225K). Together the top 10 received $677K.
Grant Size Distribution
132 grants across all recorded years
The most common grant size was under $50K: 113 grants of 132 (86%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Madison County Veterans Agency Oneida, NY | Relocation and Office Renovations | $225,000 |
| Mary Rose Clinic Oneida, NY | Free Medical Care Clinic | $153,000 |
| Roswell Park Cancer Center Buffalo, NY | Donation | $100,000 |
| Madison County Assigned Counsel Oneida, NY | Donation | $75,000 |
| Oneida Community Mansion House Oneida, NY | Preservation Repairs and Renovations | $50,000 |
| Oneida Area Daycare Center Oneida, NY | New Playground | $25,000 |
| On Point for College Syracuse, NY | College Outreach Support for Madison County Students | $20,000 |
| Gorman Foundation Community Center Oneida, NY | To Support Gorman Senior Place. | $15,000 |
| The Neighborhood Center Utica, NY | Health Insurance Navigator | $8,040 |
| Madison County Historical Society Oneida, NY | Craft Days and Farmers Market Support | $5,500 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2024 | $12,200,742 | $739,683 | $1,746,067 | $732,564 | 29 |
| 2023 | $13,013,917 | $616,916 | $1,597,978 | $586,597 | 34 |
| 2022 | $13,255,337 | $575,995 | $1,913,472 | $900,393 | 34 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,200,742 | $13,013,917 | $13,255,337 |
| Revenue | $739,683 | $616,916 | $575,995 |
| Expenses | $1,746,067 | $1,597,978 | $1,913,472 |
| Qualifying Distributions | $1,360,190 | $1,195,252 | $1,486,532 |
| Net Investment Income | $351,496 | $232,331 | $129,597 |
| Distributable Amount | $475,044 | $510,826 | $581,033 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Amanda Larson as president, Joanne Larson as chief investment officer, James Sullivan as trustee, Aric Larson as VP of operations/assistant to the CIO, and Elijah Sullivan as VP of finance and investments. The foundation’s website identifies Amanda Larson as president and trustee, Joanne Larson as chair of the board of trustees and CIO, and Jim Sullivan, Sr. as vice president.
Owen T & Alice M Gorman Testamentary is led by Amanda Larson, President on every filing since 2020; 4 of 5 officers listed in 2024 are compensated.
Officers on the 2024 filing
Amanda Larson
President
On filings since 2020
40 hrs/week
$106K (2020) → $161K (2024)
James Sullivan
Trustee
Vice President → Trustee, 2024
On filings since 2020
1 hr/week
$30K (2020) → $0 (2024)
Aric Larson
Vice President Operations & Assistant to CIO
Trustee → Vice President Operations & Assistant to CIO, 2024
On filings since 2020
10 hrs/week
$13K (2023) → $20K (2024)
Joanne Larson
Chief Investment Officer
On filings since 2020
30 hrs/week
$85K (2020) → $90K (2024)
Elijah Sullivan
Vice President Finance & Investments
On filings since 2023
20 hrs/week
$27K (2023) → $20K (2024)
Data from IRS Form 990 filings, 2020–2024. "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 $161K, to Amanda Larson (President). 4 officers or directors reported compensation on that filing.
Contact
Application contact: The Gorman Foundation - Wwwgormanfo
Mailing address: 1081 Northside Shopping Center, Oneida, NY 13421
Phone: (315) 363-0170
Website: https://gormanfoundation.org
Frequently asked questions about Owen T & Alice M Gorman Testamentary
How much does Owen T & Alice M Gorman Testamentary give each year?
Owen T & Alice M Gorman Testamentary gave $733K across 29 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $587K across 34 grants.
What is Owen T & Alice M Gorman Testamentary's typical grant size?
Owen T & Alice M Gorman Testamentary's median grant in 2024 was $5,000, and its average grant was $25,261, across 29 grants on its 2024 IRS Form 990-PF.
Where does Owen T & Alice M Gorman Testamentary give grants?
Owen T & Alice M Gorman Testamentary gives mostly in New York: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Oneida, NY (14 grants), Syracuse, NY (3 grants) and Canastota, NY (2 grants).
Does Owen T & Alice M Gorman Testamentary give general operating support?
Not in 2024: none of the 29 grants with a stated purpose on Owen T & Alice M Gorman Testamentary's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (11 grants).
Who are Owen T & Alice M Gorman Testamentary's largest grantees?
Owen T & Alice M Gorman Testamentary's largest 2024 grantees include Madison County Veterans Agency ($225,000), Mary Rose Clinic ($153,000) and Roswell Park Cancer Center ($100,000), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.
How large is Owen T & Alice M Gorman Testamentary?
Owen T & Alice M Gorman Testamentary reported $12.2M in total assets on its 2024 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $475K (roughly 5% of its investment assets).
What does Owen T & Alice M Gorman Testamentary fund?
The Gorman Foundation’s stated mission is to improve the quality of life for present and future generations. See mission & focus areas ↑
How do I apply for a grant from Owen T & Alice M Gorman Testamentary?
The foundation’s website says applications are submitted online. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Owen T & Alice M Gorman Testamentary's EIN?
Owen T & Alice M Gorman Testamentary's EIN (Employer Identification Number) is 22-6927092. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
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