Trumansburg Charitable Trust
Trumansburg Charitable Trust is a private foundation based in Trumansburg, New York. Its 2025 filing describes direct charitable activity providing educational assistance to individuals in accordance with its bylaws.
Key facts about Trumansburg Charitable Trust
In short: Trumansburg Charitable Trust gave $46K across 10 grants in 2025 (avg $5K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-1422770
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $46,000
- Grants made (2025)
- 10
- Average grant
- $4,600
- Median grant
- $4,000
- Total assets
- $567,362
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- How to apply
- The filing says to obtain the prescribed form from the trust office. Full details ↓
- Deadline
- The filing states that the deadline for educational-assistance grants is in February.
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$567K
+14.4% YoY
Annual Giving
$46K
+9.5% YoY
Grant Count
10
+0.0% YoY
Avg Grant Size
$5K
+9.5% YoY
Under IRS private-foundation payout rules, Trumansburg Charitable Trust reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
How Trumansburg Charitable Trust gives
- Giving grew 24% from 2022 to 2025. Method
- In 2025 it paid out 185% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Mission & Focus Areas
The foundation’s stated direct charitable activity is to provide educational assistance to individuals in accordance with its bylaws. Its 2025 grants were for teacher education and professional development.
Grantmaking
In filing year 2025, the foundation reported 10 grants totaling $46,000. Grants ranged from $2,000 to $8,000, with a median grant of $4,000. The largest awards were $8,000 each to Kathryn Elmore, Lily Herman, and Jessica Haight, all for teacher education and professional development. Brianna Clark and Bryce Grove each received $6,000 for the same purpose.
Review Cycle
The filing states that the deadline for educational-assistance grants is in February.
Ready to take the next step with Trumansburg Charitable Trust?
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in New York. The listed 2025 recipients were in Trumansburg, New York.
Grant Distribution by State
Share of 2025 grant dollars across all 10 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $29K (2021) to $52K (2020). In 2025 it made 10 grants totaling $46K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Kathryn Elmore ($8K). Together the top 10 received $46K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kathryn Elmore Trumansburg, NY | Teacher Ed and Prof Development | $8,000 |
| Lily Herman Trumansburg, NY | Teacher Ed and Prof Development | $8,000 |
| Jessica Haight Trumansburg, NY | Teacher Ed and Prof Development | $8,000 |
| Brianna Clark Trumansburg, NY | Teacher Ed and Prof Development | $6,000 |
| Bryce Grove Trumansburg, NY | Teacher Ed and Prof Development | $6,000 |
| Elias Parker Trumansburg, NY | Teacher Ed and Prof Development | $2,000 |
| Grace Sturdevant Trumansburg, NY | Teacher Ed and Prof Development | $2,000 |
| Meghan Clark Trumansburg, NY | Teacher Ed and Prof Development | $2,000 |
| Austin Millspaugh Trumansburg, NY | Teacher Ed and Prof Development | $2,000 |
| Lucas Grove Trumansburg, NY | Teacher Ed and Prof Development | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $567,362 | $135,166 | $63,807 | $46,000 | 10 |
| 2024 | $496,003 | $35,012 | $57,007 | $42,000 | 10 |
| 2023 | $517,998 | $24,345 | $50,194 | $32,000 | 8 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $567,362 | $496,003 | $517,998 |
| Revenue | $135,166 | $35,012 | $24,345 |
| Expenses | $63,807 | $57,007 | $50,194 |
| Qualifying Distributions | $50,550 | $42,100 | $33,349 |
| Net Investment Income | $127,768 | $26,081 | $16,000 |
| Distributable Amount | $27,318 | $29,945 | $28,721 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS June 3, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 8, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 1, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Roger Rector, Nancy Irish, Rebecca Stevenson, Meggan Van Ness, and Brandy Besemer as trustees.
Trumansburg Charitable Trust's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Nancy Irish
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2025)
Rebecca Stevenson
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2025)
Roger Rector
Trustee
On filings since 2020
1 hr/week
$1K (2020) → $1K (2025)
Brandy Besemer
Trustee
On filings since 2022
1 hr/week
$1K (2022) → $1K (2025)
Meggan Van Ness
Trustee
On filings since 2022
1 hr/week
$1K (2022) → $1K (2025)
Former officers (3)
- Former: Alex Rachun (2020–2021) — Trustee
- Former: Meggan VanNess (2021) — Trustee
- Former: Sarah Brainard (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $1K, to Roger Rector (Trustee). 5 officers or directors reported compensation on that filing.
Contact
Application contact: Trumansburg Charitable Trust
Mailing address: PO Box 368, Trumansburg, NY 14886
Phone: (607) 793-3269
Frequently asked questions about Trumansburg Charitable Trust
How much does Trumansburg Charitable Trust give each year?
Trumansburg Charitable Trust gave $46K across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 10 grants.
What is Trumansburg Charitable Trust's typical grant size?
Trumansburg Charitable Trust's median grant in 2025 was $4,000, and its average grant was $4,600, across 10 grants on its 2025 IRS Form 990-PF.
Where does Trumansburg Charitable Trust give grants?
Trumansburg Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Trumansburg, NY (10 grants).
Does Trumansburg Charitable Trust give general operating support?
Not in 2025: none of the 10 grants with a stated purpose on Trumansburg Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Teacher Ed and Prof Development" (10 grants).
Who are Trumansburg Charitable Trust's largest grantees?
Trumansburg Charitable Trust's largest 2025 grantees include Kathryn Elmore ($8,000), Lily Herman ($8,000) and Jessica Haight ($8,000), according to its 2025 IRS Form 990-PF. Together they received 52% of its itemized 2025 grant dollars.
How large is Trumansburg Charitable Trust?
Trumansburg Charitable Trust reported $567K in total assets on its 2025 IRS Form 990-PF. It paid out $51K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
What does Trumansburg Charitable Trust fund?
The foundation’s stated direct charitable activity is to provide educational assistance to individuals in accordance with its bylaws. Its 2025 grants were for teacher education and professional development. See mission & focus areas ↑
How do I apply for a grant from Trumansburg Charitable Trust?
The filing says to obtain the prescribed form from the trust office. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Trumansburg Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Trumansburg Charitable Trust's focus areas in our free grants database
Similar Funders
Similar funders in New York
The Ford Foundation
New York, NY
The Ford Foundation funds organizations, individuals, and ideas working to reduce inequality and advance social justice, including work in areas such as immigrant justice, criminal justice reform, gender equity, and arts and culture, through grants around the world. Its 2024 grants had a median of $100,000, with amounts ranging from $45 to $15 million; it does not accept unsolicited requests by mail, email, or phone.
Assets
$17.5B
Grants
4,007
Total Given
$844.7M
The New York Community Trust
New York, NY
The New York Community Trust funds projects in areas including arts, education, health, human services, community development, and the environment, primarily in New York City, Long Island, and Westchester, with some opportunities elsewhere. Its 2024 median grant was $20,000, though awards varied widely. It accepts applications through its open competitive grants program and selected RFPs or letters of interest; donor-advised funds do not accept proposals.
Assets
$3.5B
Grants
2,748
Total Given
$193.8M
The Simons Foundation Inc
New York, NY
The Simons Foundation funds research in mathematics and the basic sciences, as well as autism and other disease research, through grants to research centers, universities, and related organizations. In 2024, grants ranged from $1,480 to $20 million, with a median of $72,000; funding is concentrated in New York, California, and Massachusetts, with awards also made elsewhere in the U.S. and internationally. Whether it accepts unsolicited requests is not stated.
Assets
$4.5B
Grants
1,727
Total Given
$272.0M
Local Initiatives Support Corporation
New York, NY
Local Initiatives Support Corporation funds affordable housing, economic development, education, health, child care, small businesses and other community initiatives, often through grants, loans and equity. Its 2024 grants had a median of $40,000, with awards ranging from $5,189 to $4.7 million, and its work spans communities across all 50 states. It offers specific grant opportunities, but the profile does not state whether it accepts unsolicited requests generally.
Assets
$1.6B
Grants
1,119
Total Given
$102.8M
Wellspring Philanthropic Fund Inc
New York, NY
Wellspring Philanthropic Fund supports climate and environmental work, human rights, civic engagement, Jewish causes, and some economic-opportunity initiatives, with grants reported across the U.S. and internationally. In 2024, its grants ranged from $500 to $9.75 million, with a median of $200,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$134.4M
Grants
1,101
Total Given
$326.0M
More Funders in New York
Trumansburg Charitable Trust down — hundreds of funders to go?