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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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Total Given
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Druckenmiller Foundation
NEW YORK, NY
Assets
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Total Given
$135.7M
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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