JACKSON, WY
Emerald Gate Charitable Trust
Quick Facts
- EIN
- 476977596
- Location
- JACKSON, WY
- Category
- Philanthropy & Grantmaking
- Total Assets
- $178.9M
- Annual Income
- $16.8M
- IRS Ruling Year
- 2015
- Organization Type
- Trust
- Principal Officer
- % Jonathan Davies
- Tax Deductibility
- Contributions are deductible
About This Foundation
Emerald Gate Charitable Trust is a private trust based in JACKSON, WY. The foundation received its IRS ruling in 2015. The principal officer is % Jonathan Davies. It holds total assets of $178.9M. Annual income is reported at $16.8M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$8M
2023+14%
Total Assets
$169.8M
2023+19%
Fair Market Value
$169.8M
2023
Net Worth
$169.8M
2023
Grants Paid
$5.2M
2023
Contributions
$15M
2023
Net Investment Income
$6.5M
2023
Distribution Amount
$7.3M
2023
Total Giving by Year
$187K
15$2.9M
19$2.5M
20$3.6M
21$7M
22$8M
23Asset Growth
$6M
15$81.9M
19$108.6M
20$143.1M
21$142.2M
22$169.8M
23Investment Portfolio (2023)
Total: $0
Other Investments: $153.4M
Cash: $16.3M
Other Investments (90%)
Cash (10%)
Expense Breakdown (2023)
Grants Paid$5.2M
Officer Compensation$465K
Interest$94K
Legal Fees$19K
Accounting Fees$13K
Revenue Sources (2023)
- Contributions
- $15M
- Dividends
- $4.4M
- Other Income
- $3.2M
- Interest
- $743
- Capital Gains (Net)
- $-2,660,419
Financial Details (2023)
- Total Revenue
- $20M
- Total Expenses
- $8M
- Exempt Purpose Expenses
- $6.9M
- Required Distribution
- $7.3M
- Undistributed Income
- $6.5M
- Total Liabilities
- $1
- Excise Tax
- $91K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
40
Total Giving
$6.6M
Average Grant
$166K
Median Grant
$56K
Total Giving by Year
$2M (21 grants)
20$4.6M (19 grants)
22Grant Range
Min$1K
Max$1M
Median: $56K
Smallest grantLargest grant
Openness to New Grantees (2022)
58%
of 2022 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
NY: $70K (3)
MA
MA: $1.1M (2)
CT
CT: $1.6M (3)
RI
OR
NV
WY
WY: $100K (2)
SD
IA
IA: $25K (1)
IL
IL: $310K (2)
IN
OH
PA
NJ
CA
CA: $2M (16)
UT
UT: $169K (1)
CO
NE
MO
KY
WV
VA
MD
DE
DC
DC: $360K (4)
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
GA: $50K (1)
FL
FL: $319K (2)
HI
TX
TX: $569K (3)
CA$2M (16)
CT$1.6M (3)
MA$1.1M (2)
TX$569K (3)
DC$360K (4)
FL$319K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Harvard UniversitySUPPORT TO PUBLIC CHARITY | Cambridge, MA | $1M | 2022 |
| Yale UniversitySUPPORT TO PUBLIC CHARITY | New Haven, CT | $1M | 2022 |
| Mt Tamalpais SchoolSUPPORT TO PUBLIC CHARITY | Mill Valley, CA | $600K | 2022 |
| Md Anderson FoundationSUPPORT TO PUBLIC CHARITY | Houston, TX | $381K | 2022 |
| Drew SchoolSUPPORT TO PUBLIC CHARITY | San Francisco, CA | $350K | 2022 |
| Evanston Township Highschool FoundationSUPPORT TO PUBLIC CHARITY | Evanston, IL | $300K | 2022 |
| Peer Health ExchangeSUPPORT TO PUBLIC CHARITY | Oakland, CA | $200K | 2022 |
| The University Of UtahSUPPORT TO PUBLIC CHARITY | Salt Lake City, UT | $169K | 2022 |
| Environmental Defense FundSUPPORT TO PUBLIC CHARITY | Washington, DC | $150K | 2022 |
| Carnegie Endowment For International PeaceSUPPORT TO PUBLIC CHARITY | Washington, DC | $100K | 2022 |
| Tufts UniversitySUPPORT TO PUBLIC CHARITY | Medford, MA | $83K | 2022 |
| Institute Of Noetic SciencesSUPPORT TO PUBLIC CHARITY | Petaluma, CA | $68K | 2022 |
| Inquiring Systems IncSUPPORT TO PUBLIC CHARITY | Santa Rosa, CA | $62K | 2022 |
| University Of Connecticut Foundation (Piquette)SUPPORT TO PUBLIC CHARITY | Storrs, CT | $50K | 2022 |
| Robert W Woodruff Arts Center IncSUPPORT TO PUBLIC CHARITY | Atlanta, GA | $50K | 2022 |
| St John'S Episcopal Church Of Jackson HoleSUPPORT TO PUBLIC CHARITY | Jackson, WY | $50K | 2022 |
| Paradox Science InstituteSUPPORT TO PUBLIC CHARITY | Miami, FL | $19K | 2022 |
| SynergosSUPPORT TO PUBLIC CHARITY | Austin, TX | $6K | 2022 |
| HeartmathinstituteSUPPORT TO PUBLIC CHARITY | Boulder Creek, CA | $3K | 2022 |
| Yale University--C19 Policy LabSUPPORT TO PUBLIC CHARITY | New Haven, CT | $500K | 2020 |
| Drew SchoolSUPPORT TO PUBLIC CHARITY | San Francisco, CA | $300K | 2020 |
| AmikidsSUPPORT | Tampa, FL | $300K | 2020 |
| Md Anderson FoundationSUPPORT TO PUBLIC CHARITY | Houston, TX | $182K | 2020 |
| Institute Of Noetic SciencesSUPPORT TO PUBLIC CHARITY | Petaluma, CA | $174K | 2020 |
| Carnegie Endowment For International PeaceSUPPORT TO PUBLIC CHARITY | Washington, DC | $100K | 2020 |
| Peer Health ExchangeSUPPORT TO PUBLIC CHARITY | Oakland, CA | $80K | 2020 |
| Institute For Prevention ResearchSUPPORT TO PUBLIC CHARITY | Los Angeles, CA | $50K | 2020 |
| New Story IncSUPPORT TO PUBLIC CHARITY | San Francisco, CA | $50K | 2020 |
| St John'S Episcopal Church Of Jackson HoleSUPPORT TO PUBLIC CHARITY | Jackson, WY | $50K | 2020 |
| Consciousness And Healing InitiativeSUPPORT TO PUBLIC CHARITY | La Jolla, CA | $45K | 2020 |
| Subtle Energy Group LlcSUPPORT TO PUBLIC CHARITY | San Francisco, CA | $38K | 2020 |
| Institute For Therapeutic DiscoverySUPPORT TO PUBLIC CHARITY | Delanson, NY | $25K | 2020 |
| Maharishi International University (Us)SUPPORT TO PUBLIC CHARITY | Fairfield, IA | $25K | 2020 |
| Synergos InstituteSUPPORT TO PUBLIC CHARITY | New York, NY | $23K | 2020 |
| The Philanthropy WorkshopSUPPORT TO PUBLIC CHARITY | New York, NY | $22K | 2020 |
| Songs By HeartSUPPORT TO PUBLIC CHARITY | Washington, DC | $10K | 2020 |
| Evanston Township Highschool FoundationSUPPORT TO PUBLIC CHARITY | Evanston, IL | $10K | 2020 |
| Inquiring SystemsSUPPORT TO PUBLIC CHARITY | Santa Rosa, CA | $10K | 2020 |
| Intertribal Friendship HouseSUPPORT TO PUBLIC CHARITY | Oakland, CA | $2K | 2020 |
| Mt Tamalpais SchoolSUPPORT TO PUBLIC CHARITY | Mill Valley, CA | $1K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
| 2017-12 | 990PF | View Filing |
| 2016-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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