The Roger W Follett Foundation Inc

Private foundation · Grantmaker Norwich, NY EIN: 22-3270901

The Roger W Follett Foundation Inc is a private foundation based in Norwich, New York. Its 2024 grants supported organizations and projects in New York, including medical and assisted-living services, park renovation, scholarships, rural housing, education, arts, and community services.

The Roger W Follett Foundation Inc at a glance

In short: The Roger W Follett Foundation Inc gave $275K across 15 grants in 2024 (avg $18K), mostly in New York. 27% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$275,156
+17.2% vs 2023
Grants made (2024)
15
-6.3% vs 2023
Average grant
$18,344
+25.0% vs 2023
Median grant
$12,000
Total assets
$5,345,301
+4.4% vs 2023
New grantees (estimate)
27% first-time grantees (4 of 15, 2024; small sample)
Primary geography
New York (100% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to The Roger W Follett Foundation Inc

How to Apply

The foundation does not restrict giving to preselected organizations. The filing lists an IRS determination letter, a description of the nature of the charitable work, and the reason or purpose for the requested contribution as application materials. It lists no restrictions on awards.

Review Cycle
Grants are awarded in February, June, and October.
Deadline
Grants are awarded in February, June, and October.
Contact

Application contact: Lee Emerson Palmer
Mailing address: 35 W Main St, Norwich, NY 13815
Phone: (607) 334-2447

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who The Roger W Follett Foundation Inc funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Chenango Valley Home: $75KChenango Valley Home$75KNorwich Building Tomorrow Foundatio: $50KNorwich Building TomorrowFoundatio$50KMorrisville College Foundation: $35KMorrisville College Foundation$35KPromote Oxford Now: $25KPromote Oxford Now$25KFriends of Rogers Environmental Edu: $15KFriends of RogersEnvironmental Edu$15KCornell Cooperative Extension: $15KCornell Cooperative Extension$15KNorwich Theater Company Inc: $13KNorwich Theater Company Inc$13KThe Impact Project: $12KThe Impact Project$12KChenango County Historical Society: $7KChenango County HistoricalSociety$7KEarlville Opera House: $7KEarlville Opera House$7K

The largest 2024 recipient was Chenango Valley Home ($75K). Together the top 10 received $254K.

Grant Size Distribution

64 grants across all recorded years

57<$50K5$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 57 grants of 64 (89%).

Geographic Focus

Where this funder awards grants

All grant dollars in 2024 went to recipients in New York. The listed awards include organizations in Norwich and other New York communities, including Greene, Oxford, Sherburne, Morrisville, and Earlville.

Grant Distribution by State

1state

Share of 2024 grant dollars across all 15 itemized grants.

States

Cities

NorwichMorrisvilleEarlvilleGreeneSherburneSouth OtselicOxfordNew BerlineOneontaSouth New Berlin

Is The Roger W Follett Foundation Inc open to new grantees?

27%

first-time grantees, 2024

In 2024, 4 of 15 grantees (27%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $23K; repeat grants $17K. How we count

Medians: $20K first-time, $7K repeat.

  • 60% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−2%). Method
  • In 2024 it paid out 113% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K8 grants2020 15 grants2021 10 grants2022 16 grants2023 15 grants2024

From 2020 to 2024, annual grant giving ranged from $235K (2023) to $295K (2022). In 2024 it made 15 grants totaling $275K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Chenango Valley Home Norwich, NYExpanding Medical Care; Assisted Living Facilities$75,000
Norwich Building Tomorrow Foundatio Norwich, NYSouth Broad Park Renovation$50,000
Morrisville College Foundation Morrisville, NYScholarshipsand Simulation Software$35,000
Promote Oxford Now Oxford, NYRural Housing Project$25,000
Friends of Rogers Environmental Edu Sherburne, NYGenesis of New Education Model$15,000
Cornell Cooperative Extension Norwich, NYRoof Replacement$15,000
Norwich Theater Company Inc Norwich, NYTheater Use Fee & Basement Storage Fee$12,600
The Impact Project Greene, NYSupport General Operations to Assit Homeowners$12,000
Chenango County Historical Society Norwich, NYUnderwriting the 2024 Exhibition Season$7,494
Earlville Opera House Earlville, NYSupport Purchase of New Furnace & Water Heater$7,312
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$5,345,301$169,810$318,043$275,15615$290,514$188,625$257,855
2023$5,119,564$203,156$281,845$234,76116$251,435$173,789$241,542
2022$5,088,781$373,926$346,399$294,50010$306,264$347,375$253,713
2021$5,870,529$615,673$329,565$281,90015$298,022$583,875$268,774
2020$5,299,328$103,285$314,808$278,3728—$167,488$240,829

Under IRS private-foundation payout rules, The Roger W Follett Foundation Inc reported a distributable amount of $258K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable activities. Among its grantees, the Morrisville College Foundation describes its mission as supporting the educational activities of SUNY Morrisville, including scholarships and college assistance. The Chenango County Historical Society says it explores and presents local heritage, while the Earlville Opera House says it maintains a historic building for performing arts. The Impact Project describes work to improve and rehabilitate homes for low-income people with disabilities and help them access their homes.

Grantmaking

In 2024, the foundation awarded 15 grants totaling $275,156. Grants ranged from $2,500 to $75,000, with a median of $12,000. Its largest awards included $75,000 to Chenango Valley Home for expanding medical care and assisted-living facilities; $50,000 to Norwich Building Tomorrow Foundation for South Broad Park renovation; $35,000 to Morrisville College Foundation for scholarships and simulation software; and $25,000 to Promote Oxford Now for a rural housing project.

Other 2024 grants included $15,000 each to Friends of Rogers Environmental Education and Cornell Cooperative Extension, $12,600 to Norwich Theater Company, and $12,000 to The Impact Project.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Peter V Smith as president, Thomas C Emerson as secretary, and James I Dunne as treasurer.

The Roger W Follett Foundation Inc is led by Peter V. Smith, President on every filing since 2020; 2 of 3 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Peter V. Smith

    President

    On filings since 2020

    2 hrs/week

    No compensation reported

  • James I. Dunne

    Treasurer

    On filings since 2020

    2 hrs/week

    $6K (2020) → $6K (2024)

  • Thomas C. Emerson

    Secretary

    On filings since 2020

    2 hrs/week

    $6K (2020) → $6K (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

Thomas C Emerson — Secretary: $6KThomas C EmersonSecretary$6KJames I Dunne — Treasurer: $6KJames I DunneTreasurer$6K

The highest reported compensation on the 2024 filing was $6K, to Thomas C Emerson (Secretary). 2 officers or directors reported compensation on that filing.

Frequently asked questions about The Roger W Follett Foundation Inc

How much does The Roger W Follett Foundation Inc give each year?

The Roger W Follett Foundation Inc gave $275K across 15 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $235K across 16 grants.

What is The Roger W Follett Foundation Inc's typical grant size?

The Roger W Follett Foundation Inc's median grant in 2024 was $12,000, and its average grant was $18,344, across 15 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Roger W Follett Foundation Inc that year got $23K on average.

Where does The Roger W Follett Foundation Inc give grants?

The Roger W Follett Foundation Inc 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 Norwich, NY (9 grants).

Does The Roger W Follett Foundation Inc give general operating support?

Occasionally: 7% of The Roger W Follett Foundation Inc's 2024 grants with a stated purpose (1 of 15) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are The Roger W Follett Foundation Inc's largest grantees?

The Roger W Follett Foundation Inc's largest 2024 grantees include Chenango Valley Home ($75,000), Norwich Building Tomorrow Foundatio ($50,000) and Morrisville College Foundation ($35,000), according to its 2024 IRS Form 990-PF. Together they received 58% of its itemized 2024 grant dollars.

How large is The Roger W Follett Foundation Inc?

The Roger W Follett Foundation Inc reported $5.3M in total assets on its 2024 IRS Form 990-PF. It paid out $291K in qualifying distributions that year, against a required minimum of $258K (roughly 5% of its investment assets).

What does The Roger W Follett Foundation Inc fund?

No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable activities. See mission & focus areas ↑

How do I apply for a grant from The Roger W Follett Foundation Inc?

The foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Roger W Follett Foundation Inc's EIN?

The Roger W Follett Foundation Inc's EIN (Employer Identification Number) is 22-3270901. 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 September 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). The Roger W Follett Foundation Inc funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/the-roger-w-follett-foundation-inc-morg_92dfa2dff5f64832ae65b7d0eac9b2da

BibTeX
@misc{grantable_223270901_2026,
  author       = {{Grantable}},
  title        = {{The Roger W Follett Foundation Inc funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/the-roger-w-follett-foundation-inc-morg_92dfa2dff5f64832ae65b7d0eac9b2da},
  note         = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from The Roger W Follett Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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