Rex L and Edna Irene Mickle Charitable Trust

Private foundation · Grantmaker Norwich, NY EIN: 16-6521142

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.

Key facts about Rex L and Edna Irene Mickle Charitable Trust

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.

EIN
16-6521142
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$156,488
Grants made (2026)
4
Average grant
$39,122
Median grant
$39,122
Total assets
$1,765,001
Primary geography
New York (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.8M

-3.6% YoY

Annual Giving

$156K

+9.2% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$39K

+9.2% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 4 itemized 2026 grant dollars.

States

Cities

NorwichAlbany

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K4 grants20204 grants20214 grants20224 grants20234 grants20244 grants20254 grants2026

From 2020 to 2026, annual grant giving ranged from $136K (2021) to $162K (2023). In 2026 it made 4 grants totaling $156K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2026

Norwich Family YMCA: $39KNorwich Family YMCA$39KChenango County Spca: $39KChenango County Spca$39KChenango Memorial Hospital Fdn Inc: $39KChenango Memorial Hospital FdnInc$39KNys Sheriff's Assn Institute Inc: $39KNys Sheriff's Assn InstituteInc$39K

The largest 2026 recipient was Norwich Family YMCA ($39K). Together the top 4 received $156K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Norwich Family YMCA Norwich, NYGeneral Operating$39,122
Chenango County Spca Norwich, NYGeneral Operating$39,122
Chenango Memorial Hospital Fdn Inc Norwich, NYGeneral Operating$39,122
Nys Sheriff's Assn Institute Inc Albany, NYGeneral Operating$39,122

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020202120222023202420252026
Metric202620252024
Total Assets$1,765,001$1,830,776$1,875,383
Revenue$122,240$115,570$201,182
Expenses$187,753$175,407$166,047
Qualifying Distributions$160,913$146,911$143,883
Net Investment Income$95,264$90,650$176,909
Distributable Amount$165,073$156,488$143,309

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2026 (received by the IRS August 5, 2026)
  2. IRS filings on file for fiscal years 2020–2025

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

NBT Bank NA — Co Trustee: $21KNBT Bank NACo Trustee$21KThomas C Emerson Esq — Co Trustee: $3KThomas C Emerson EsqCo Trustee$3KJames a Hoy — Co Trustee: $3KJames a HoyCo Trustee$3K

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).

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.

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