Rex L and Edna Irene Mickle Charitable Trust
Rex L and Edna Irene Mickle Charitable Trust is a private foundation, based in Norwich, NY. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.8M in total assets. In 2026, it awarded 4 grants totaling $156K. Net investment income was $95K.
Rex L and Edna Irene Mickle Charitable Trust at a glance
In short: Rex L and Edna Irene Mickle Charitable Trust gave $156K across 4 grants in 2026 (avg $39K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $156,488
- +9.2% vs 2025
- Grants made (2026)
- 4
- +0.0% vs 2025
- Average grant
- $39,122
- +9.2% vs 2025
- Median grant
- $39,122
- Total assets
- $1,765,001
- -3.6% vs 2025
- Primary geography
- New York (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Rex L and Edna Irene Mickle Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2026
The largest 2026 recipient was Norwich Family YMCA ($39K). Together the top 4 received $156K.
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 4 itemized grants.
States
Cities
How Rex L and Edna Irene Mickle Charitable Trust gives
- Giving held roughly steady from 2023 to 2026 (−3%). Method
- In 2026 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2026, annual grant giving ranged from $136K (2021) to $162K (2023). In 2026 it made 4 grants totaling $156K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Norwich Family YMCA Norwich, NY | General Operating | $39,122 |
| Chenango County SPCA Norwich, NY | General Operating | $39,122 |
| Chenango Memorial Hospital Fdn Inc Norwich, NY | General Operating | $39,122 |
| NYS Sheriff's Assn Institute Inc Albany, NY | General Operating | $39,122 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $1,765,001 | $122,240 | $187,753 | $156,488 | 4 | $160,913 | $95,264 | $165,073 |
| 2025 | $1,830,776 | $115,570 | $175,407 | $143,360 | 4 | $146,911 | $90,650 | $156,488 |
| 2024 | $1,875,383 | $201,182 | $166,047 | $140,526 | 4 | $143,883 | $176,909 | $143,309 |
| 2023 | $1,856,737 | $105,907 | $194,206 | $161,700 | 4 | $165,057 | $82,010 | $145,480 |
| 2022 | $1,945,036 | $323,848 | $168,476 | $137,532 | 4 | $141,037 | $299,729 | $156,774 |
| 2021 | $1,790,494 | $191,087 | $160,165 | $135,712 | 4 | — | $169,346 | $136,791 |
| 2020 | $1,760,031 | $126,894 | $163,711 | $136,672 | 4 | — | $104,980 | $135,679 |
Under IRS private-foundation payout rules, Rex L and Edna Irene Mickle Charitable Trust reported a distributable amount of $165K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Rex L and Edna Irene Mickle Charitable Trust's 2026 filing lists 3 officers; all 3 officers listed in 2026 are compensated.
Officers on the 2026 filing
James A. Hoy
Co Trustee
On filings since 2020
1 hr/week
$2K (2020) → $3K (2026)
NBT Bank NA
Co Trustee
On filings since 2020
1 hr/week
$18K (2020) → $21K (2026)
Thomas C. Emerson Esq.
Co Trustee
On filings since 2020
1 hr/week
$2K (2020) → $3K (2026)
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $21K, to NBT Bank NA (Co Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Rex L and Edna Irene Mickle Charitable Trust
How much does Rex L and Edna Irene Mickle Charitable Trust give each year?
Rex L and Edna Irene Mickle Charitable Trust gave $156K across 4 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $143K across 4 grants.
What is Rex L and Edna Irene Mickle Charitable Trust's typical grant size?
Rex L and Edna Irene Mickle Charitable Trust's median grant in 2026 was $39,122, and its average grant was $39,122, across 4 grants on its 2026 IRS Form 990-PF.
Where does Rex L and Edna Irene Mickle Charitable Trust give grants?
Rex L and Edna Irene Mickle Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Norwich, NY (3 grants).
Does Rex L and Edna Irene Mickle Charitable Trust give general operating support?
Yes: 100% of Rex L and Edna Irene Mickle Charitable Trust's 2026 grants with a stated purpose (4 of 4) were for general or operating support, per its 2026 IRS Form 990-PF.
How large is Rex L and Edna Irene Mickle Charitable Trust?
Rex L and Edna Irene Mickle Charitable Trust reported $1.8M in total assets on its 2026 IRS Form 990-PF. It paid out $161K in qualifying distributions that year, against a required minimum of $165K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Rex L and Edna Irene Mickle Charitable Trust's EIN?
Rex L and Edna Irene Mickle Charitable Trust's EIN (Employer Identification Number) is 16-6521142. IRS Form 990 filing data is available on this page for 2020–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS August 5, 2026)
- IRS filings on file for fiscal years 2020–2025
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