William & Dewey Edelman Charitable Trust
The William & Dewey Edelman Charitable Trust is a private foundation established in 2007 and based in East Marion, New York. The trust operates as an independent grantmaking foundation with a focus on supporting preselected charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$12.3M
-6.7% YoY
Annual Giving
$1.1M
+10.4% YoY
Grant Count
27
+42.1% YoY
Avg Grant Size
$39K
-22.3% YoY
Under IRS private-foundation payout rules, William & Dewey Edelman Charitable Trust reported a distributable amount of $1.1M for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The trust maintains a preselected grantmaking approach, meaning it typically selects grantees rather than accepting unsolicited applications.
Grant Range
$18,000–$41,328
Average Grant
$35,800–$47,000
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Geographic Focus
Where this funder awards grants
The trust primarily supports organizations in New York, Massachusetts, and Florida, which account for approximately 89% of all grants. Grantmaking reaches organizations across eight states, with a concentration in New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Most Recent Filing (2023–2024):
- Total assets: $12.3–$13.7 million
- Annual revenue: $396,000–$665,731
- Annual expenses: $1.16–$1.28 million
- Annual giving rate: 7.3%
- Total liabilities: $5,620
Historical Giving Trends: Annual giving has ranged from $1 million (2020) to $2.2 million (2022), with cumulative grants totaling $4.3 million across available records.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $12,307,732 | $13,188,899 | $13,684,369 |
| Revenue | $396,486 | $665,731 | $1,235,565 |
| Expenses | $1,276,962 | $1,161,981 | $1,336,984 |
| Qualifying Distributions | $1,083,246 | $974,513 | $1,136,711 |
| Net Investment Income | $352,391 | $516,517 | $1,063,232 |
| Distributable Amount | $1,107,288 | $1,020,606 | $1,070,738 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include American Friends of the Hebrew University ($250,000), Elih Foundation ($226,000), Itrek (formerly Israel & Co) ($110,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY NEW YORK, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $250,000 |
| AMERICAN RED CROSS NEW YORK, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| CAST LYNNFIELD, MA | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $35,000 |
| CENTRAL PARK CONSERVANCY INC NEW YORK, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 |
| CITY HARVEST NEW YORK, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 |
| COLEL CHABAD BROOKLYN, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $43,000 |
| CONNECTICUT BURNS CARE FOUNDATION MILFORD, CT | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| DOROT NEW YORK, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $5,000 |
| EAST END SEAPORT MUSEUM FOUNDATION GREENPORT, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 |
| ELDRIDGE STREET PROJECT INC NEW YORK, NY | TO FURTHER THE ORGANIZATION'S CHARITABLE GOALS | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Kenneth L Stein – Manager (7 hours/week, no compensation)
- Nancy C Stein – Manager (1 hour/week, no compensation)
- Emily C Sharko – Co-Trustee (1 hour/week, $6,700 compensation)
- Peter C Stein – Co-Trustee (1 hour/week, $26,700 compensation)
- Eric C Stein – Co-Trustee (1 hour/week, $26,700 compensation)
The foundation operates with limited staffing and relies on volunteer leadership from board members.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KENNETH L STEIN | MANAGER | 7 | — |
| NANCY C STEIN | MANAGER | 1 | — |
| EMILY C SHARKO | CO-TRUSTEE | 1 | $31,551 |
| PETER C STEIN | CO-TRUSTEE | 1 | $31,551 |
| ERIC C STEIN | CO-TRUSTEE | 1 | $31,551 |
Contact Information
- Address: PO Box 306, 2665 Cedar Lane, East Marion, NY 11939-0306
- Phone: 631-477-0810
- EIN: 13-7109390
- Tax-Exempt Status: 501(c)(3), tax-exempt since July 2009
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from William & Dewey Edelman Charitable Trust?
The trust maintains a preselected grantmaking approach, meaning it typically selects grantees rather than accepting unsolicited applications. **Grant Activity:** • Median grant size: $18,000–$41,328 • Grant range: $1,000–$600,000 • Average grant size: $35,800–$47,000 • Total grants awarded: 27–34 grants annually (varies by reporting year) • Total giving: $974,513–$1.1 million annually **Recent Grantees (2023):** • American Friends of the Hebrew University ($350,000) • Colel Chabad ($68,000) • S…
Where does William & Dewey Edelman Charitable Trust make grants?
The trust primarily supports organizations in New York, Massachusetts, and Florida, which account for approximately 89% of all grants. Grantmaking reaches organizations across eight states, with a concentration in New York.
What size grants does William & Dewey Edelman Charitable Trust award?
In 2024, William & Dewey Edelman Charitable Trust awarded 27 grants totaling $1.1M — an average of about $39K per grant, based on its IRS Form 990 filings.
How much is William & Dewey Edelman Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William & Dewey Edelman Charitable Trust reported a distributable amount of $1.1M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is William & Dewey Edelman Charitable Trust's EIN?
William & Dewey Edelman Charitable Trust's EIN (Employer Identification Number) is 13-7109390. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in William & Dewey Edelman Charitable Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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