Co Tr Ua Edgar & K Merkle Fdn Bank of
Co Tr Ua Edgar & K Merkle Fdn Bank of is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $234K in total assets. In 2024, it awarded 8 grants totaling $20K. Net investment income was $22K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$234K
+0.0% YoY
Annual Giving
$20K
+0.0% YoY
Grant Count
8
+14.3% YoY
Avg Grant Size
$3K
-12.5% YoY
Under IRS private-foundation payout rules, Co Tr Ua Edgar & K Merkle Fdn Bank of reported a distributable amount of $25K for 2024 — the minimum it must pay out in qualifying distributions.
About Co Tr Ua Edgar & K Merkle Fdn Bank of
Based on IRS filings
Co Tr Ua Edgar & K Merkle Fdn Bank of is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $234K in total assets. In 2024, it awarded 8 grants totaling $20K. Net investment income was $22K.
Ready to take the next step with Co Tr Ua Edgar & K Merkle Fdn Bank of?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $234,000 | $233,999 | $246,340 |
| Revenue | $25,475 | $13,342 | $24,205 |
| Expenses | $25,559 | $25,503 | $25,354 |
| Qualifying Distributions | $22,199 | $21,999 | $22,077 |
| Net Investment Income | $22,115 | $10,281 | $21,089 |
| Distributable Amount | $24,945 | $22,166 | $22,509 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Georgetown Prep School ($6,000), Kent Assoc for Riding ($2,500), Catholic Charities Archdiocese of ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| KENT ASSOC FOR RIDING WORTON, MD | UNRESTRICTED GENERAL | $2,500 |
| DELMARVA NESTING FOUNDATION EASTON, MD | UNRESTRICTED GENERAL | $1,000 |
| CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON, DC | UNRESTRICTED GENERAL | $2,500 |
| SHORERIVERS EASTON, MD | UNRESTRICTED GENERAL | $1,000 |
| PAWS FOR PEOPLE NEWARK, DE | UNRESTRICTED GENERAL | $2,500 |
| GREENMORE FARM ANIMAL RESCUE WEST GROVE, PA | UNRESTRICTED GENERAL | $2,000 |
| GEORGETOWN PREP SCHOOL ROCKVILLE, MD | UNRESTRICTED GENERAL | $6,000 |
| STONE RIDGE SCHOOL OF THE BETHESDA, MD | UNRESTRICTED GENERAL | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | $4,247 |
| PHILLIP K MERKLE | CO-TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Co Tr Ua Edgar & K Merkle Fdn Bank of?
As of 2024, Co Tr Ua Edgar & K Merkle Fdn Bank of holds $234K in total assets with $25K in annual revenue. It awarded 8 grants totaling $20K in 2024.
Where does Co Tr Ua Edgar & K Merkle Fdn Bank of operate?
Co Tr Ua Edgar & K Merkle Fdn Bank of has awarded grants in District of Columbia, Delaware, Maryland, Pennsylvania.
What size grants does Co Tr Ua Edgar & K Merkle Fdn Bank of award?
In 2024, Co Tr Ua Edgar & K Merkle Fdn Bank of awarded 8 grants totaling $20K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Co Tr Ua Edgar & K Merkle Fdn Bank of required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Co Tr Ua Edgar & K Merkle Fdn Bank of reported a distributable amount of $25K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Co Tr Ua Edgar & K Merkle Fdn Bank of's EIN?
Co Tr Ua Edgar & K Merkle Fdn Bank of's EIN (Employer Identification Number) is 52-6020249. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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