Skip to content

· Private foundation

Emile B Norman Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$860k
Granted FY2024still arriving
10
Grants FY2024still arriving
1
States reached
$350k
Largest
01What it funds
01FY2024 · 10 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • $10k–50k2 grants · $40k
  • $50k–250k7 grants · $470k
  • $250k+1 grant · $350k
$50,000
Median grant
1
States reached
$361k
Total assets
Largest grants
RecipientAmount
CARMEL BACH FESTIVAL INC$350,000
MONTEREY HISTORY ART ASSN$120,000
UNIVERSITY OF CA SANTA CRUZ ART DEP$100,000
MONTEREY MUSEUM OF ART$50,000
MONTEREY PENINSULA THEATER TRUST$50,000
CARMEL MUSIC SOCIETY$50,000
CHAMBER MUSIC MONTEREY BAY$50,000
CARMEL ART ASSOCIATION$50,000
MONTEREY COUNTY FILM COMMISSION$20,000
ARTS COUNCIL FOR MONTEREY COUNTY$20,000
02The need
02

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY24–24) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%MONTEREY MUSEUM OF ART: $50k → 12%UNIVERSITY OF CA SANTA CRUZ ART DEP: $100k → 13%ARTS COUNCIL FOR MONTEREY COUNTY: $20k → 12%CARMEL BACH FESTIVAL INC: $350k → 12%CARMEL ART ASSOCIATION: $50k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Peninsula Museum of Art

Engage with art shows, education and programs. exhibiting artworks by san francisco bay area artists.

—
2
Midsummer Mozart Festival

The only music festival in North America dedicated to Mozart, our mission embraces both performance of highest artistic excellence and cultivation of new potential audience, including young people to assure the future appreciation of great…

Arts & Culture
3
Monterey County Symphony Assoc Inc

Entertain and engage our community through musical performance and education.

Arts & Culture
4
Marin Cultural Association

To support art and culture in Marin County, including enhancing the programs and facilities at the Marin Center and Marin County Fair.

Arts & Culture
5
Monterey Peninsula Ballet Theatre Corp

Fostering the passion and development of local youth through the performing arts, where talents and life skills may grow in an inspiring and nurturing environment.

Arts & Culture
6
Carl Cherry Foundation

Founded by Carmel-by-the-sea artist Jeanne Dorge, the Carl Cherry Center for the Arts was established to help support experimental fine arts and projects in the sciences. Since its opening in 1948, the Center has strived to stay true to…

Arts & Culture
7
Monterey Bay Chinese Association

Provide Chinese Culture and Help to Advance social, economic well-being of Chinese American at Monterey Bay, California.

Arts & Culture
8
Midcoast Fine Arts

Community development arts agency

—
9
Marin Open Studios

Marin open studios is a non-profit visual arts organization dedicated to engaging and supporting marin county artists and their audiences through events, programs and services. marin open studios champions a diverse and inclusive community…

Arts & Culture
10
California Bach Society Inc

Choral Music Performances: California Bach Society is a 30-voice chamber choir known for finely wrought interpretations of Renaissance and Baroque music, often accompanied by leading period instrumentalists. Each season, the choir performs…

—
11
I Cantori Di Carmel

Perform two sets of symphonic choral music concerts in venues throughout Monterey and Santa Cruz Counties, and provide musical training and education through workshops, residencies, and intensive rehearsals.

—
12
Marinartsorg

Marinarts.org is a 501(c)(3) nonprofit organization dedicated to advocating for all the arts in marin county. we provide an online calendar and searchable directories as resources to help facilitate participation, broaden audiences, and…

Arts & Culture
How this is measured
The grantee most central to the portfolio’s shape is Monterey Museum of Art; the most unlike its peers is Carmel Art Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
03the grantee network

9 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 10 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

2
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
9/9
Grantees still filing
3/9
Grew since first funded

Where the money sits, by cause and then by grantee

Carmel Bach Festival Inc: $350,000 · Arts & CultureCarmel Bach Festival IncMONTEREY HISTORY AND ART ASSOCIATION LTD: $120,000 · Arts & CultureMONTEREY HISTORY AND ART ASSOCIATION LTDCHAMBER MUSIC MONTEREY BAY: $50,000 · Arts & CultureCHAMBER MUSIC MONTEREY BAYMONTEREY MUSEUM OF ART: $50,000 · Arts & CultureMONTEREY MUSEUM OF ARTCarmel Art Association: $50,000 · Arts & CultureCarmel Art AssociationCARMEL MUSIC SOCIETY: $50,000 · Arts & CultureCARMEL MUSIC SOCIETY+2 more: $40,000 · Arts & Culture+2 moreUNIVERSITY OF CA SANTA CRUZ ART DEP: $100,000 · OtherUNIVERSITY OF…MONTEREY PENINSULA THEATRE TRUST: $50,000 · Philanthropy
Arts & Culture$710,000Other$100,000Philanthropy$50,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100k$1.0Mgrantee revenue →↑ funder's share of their budgetCarmel Bach Festival Inc: $350,000 over 1y, 13% of budgetMONTEREY HISTORY AND ART ASSOCIATION LTD: $120,000 over 1y, 26% of budgetCHAMBER MUSIC MONTEREY BAY: $50,000 over 1y, 13% of budgetMONTEREY MUSEUM OF ART: $50,000 over 1y, 1.9% of budgetCarmel Art Association: $50,000 over 1y, 3.9% of budgetMONTEREY PENINSULA THEATRE TRUST: $50,000 over 1y, 74% of budgetCARMEL MUSIC SOCIETY: $50,000 over 1y, 24% of budgetARTS COUNCIL FOR MONTEREY COUNTY: $20,000 over 1y, 1.1% of budgetMONTEREY COUNTY FILM COMMISSION: $20,000 over 1y, 7.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Donor Advised Charitable Giving IncCO5.3× affinity5 shared granteesties to 1 of 1Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Emile B Norman Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Emile B Norman Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%5%19%42%75%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    04Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Emile B Norman Charitable Trust?

    Find your warmest path to Emile B Norman Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 10 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Possibly out of date. A more recent filing (FY2025) is on record and reports no grant expense, so the figures above are from FY2024, the most recent year this funder made grants.

    Source object · view filing

    Play a game based on Emile B Norman’s filings →

    More from the funding graph