Trumansburg Charitable Trust

TRUMANSBURG, NY EIN: 16-1422770

Trumansburg Charitable Trust is a private foundation, based in TRUMANSBURG, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $496K in total assets. In 2024, it awarded 10 grants totaling $42K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$496K

-4.2% YoY

Annual Giving

$42K

+31.3% YoY

Grant Count

10

+25.0% YoY

Avg Grant Size

$4K

+5.0% YoY

Under IRS private-foundation payout rules, Trumansburg Charitable Trust reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Trumansburg Charitable Trust

Based on IRS filings

Trumansburg Charitable Trust is a private foundation, based in TRUMANSBURG, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $496K in total assets. In 2024, it awarded 10 grants totaling $42K. Net investment income was $26K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BurdettHarrimanInterlakenIthacaRenoRochesterSeattleTrumansburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$41K$61K$81K20202021202220232024
Metric202420232022
Total Assets$496,003$517,998$543,878
Revenue$35,012$24,345$29,058
Expenses$57,007$50,194$59,789
Qualifying Distributions$42,100$33,349$41,690
Net Investment Income$26,081$16,000$20,125
Distributable Amount$29,945$28,721$29,434

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$52K7 grants20206 grants20215 grants20228 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CAYLA MARIE THOMSON$8KALEXANDRIA HELENA FRENCH$8KKELSEY TAYLOR BROADFIELD$8KELIZABETH LEWIS$6KJENNIFER PETERS$2KLUCIA DIANE OUCKAMA$2KANTHONY JOSEPH BLOMQUIST$2KMAELIN JOY WEATHERBY$2KELEANOR J GATTINE$2KBRIANNE CLARK$2K

Grant Size Distribution

36 grants across all recorded years

36<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cayla Marie Thomson ($8,000), Alexandria Helena French ($8,000), Kelsey Taylor Broadfield ($8,000).

RecipientPurposeAmount
JENNIFER PETERS INTERLAKEN, NYTEACHER ED AND PROF DEVELOPMENT$2,000
LUCIA DIANE OUCKAMA TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$2,000
ANTHONY JOSEPH BLOMQUIST ITHACA, NYTEACHER ED AND PROF DEVELOPMENT$2,000
MAELIN JOY WEATHERBY TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$2,000
ELEANOR J GATTINE TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$2,000
BRIANNE CLARK TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$2,000
CAYLA MARIE THOMSON TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$8,000
ALEXANDRIA HELENA FRENCH TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$8,000
KELSEY TAYLOR BROADFIELD TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$8,000
ELIZABETH LEWIS TRUMANSBURG, NYTEACHER ED AND PROF DEVELOPMENT$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

ROGER RECTORTRUSTEE$1KNANCY IRISHTRUSTEE$1KREBECCA STEVENSONTRUSTEE$1KMEGGAN VAN NESSTRUSTEE$1KBRANDY BESEMERTRUSTEE$1K

From 2024 filing

NameTitleHoursCompensation
ROGER RECTORTRUSTEE1$1,000
NANCY IRISHTRUSTEE1$1,000
REBECCA STEVENSONTRUSTEE1$1,000
MEGGAN VAN NESSTRUSTEE1$1,000
BRANDY BESEMERTRUSTEE1$1,000

Frequently Asked Questions

How large is Trumansburg Charitable Trust?

As of 2024, Trumansburg Charitable Trust holds $496K in total assets with $35K in annual revenue. It awarded 10 grants totaling $42K in 2024.

Where does Trumansburg Charitable Trust operate?

Trumansburg Charitable Trust has awarded grants in Nevada, New York, Pennsylvania, Washington.

What size grants does Trumansburg Charitable Trust award?

In 2024, Trumansburg Charitable Trust awarded 10 grants totaling $42K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Trumansburg Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Trumansburg Charitable Trust reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Trumansburg Charitable Trust's EIN?

Trumansburg Charitable Trust's EIN (Employer Identification Number) is 16-1422770. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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