Public Charity

EQUITY TRUST INC

Based in AMHERST, MA, EQUITY TRUST INC operates as a Public Charity. The organization reported $709K in revenue, $519K in expenses, $7.8M in total assets for fiscal year 2025. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $120K.

EIN: 061337421 AMHERST, MA Arts & Culture NTEE: A20 Latest filing: 2025
Total Revenue$709K
Total Expenses$519K
Total Assets$7.8M
Grant Records3
Funding Total$120K
Filing Years2021–2025

Mission

TO PROMOTE AND PROVIDE ACCESS TO LAND, HOUSING, CAPITAL, AND ECONOMIC OPPORTUNITIES FOR DISADVANTAGED AND LOW-INCOME PEOPLE; TO PROMOTE THE CONSERVATION OF LAND AND NATURAL RESOURCES; AND RELATED CHARITABLE AND EDUCATIONAL PURPOSES.

Where $100 goes at Equity Trust Inc

How Equity Trust Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$91 Programs the work itself
$8 Management running the organization
$1 Fundraising raising the next dollar

Inside the $91 for programs

$31
Equity Trust fund
34% of program spending
$20
Education and technical assistance to existing and emerging community land trusts with a mission to hold and steward land for permanently affordable housing, food production, local enterprises, and/or…
22% of program spending
$18
Education and technical assistance to promote the establishment and sustainability of environmentally sound farms that benefit their local communities
19% of program spending

Plus 2 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

TREASURER Daniel Rosenberg
EXECUTIVE DIRECTOR James Oldham
VICE PRESIDENT Jody Bolluyt
CLERK *PAST* Madeline Miller
DIRECTOR *PAST* Michael Wallace
DIRECTOR Rebecca Fletcher

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$120,000 3 grants

Financial Trends

Year Revenue Expenses Assets
2025 $709K $519K $7.8M
2024 $450K $352K $6.7M
2023 $596K $382K $6.6M
2022 $420K $212K $6.4M
2021 $590K $314K $6.2M

Between 2021 and 2025, reported annual revenue grew from $590K to $709K (+20%), with total assets most recently reported at $7.8M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for EQUITY TRUST INC

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