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 2025. As of 2025, the organization holds $237K in total assets. In 2025, it awarded 9 grants totaling $25K. Net investment income was $31K.
Co Tr UA Edgar & K Merkle Fdn Bank of at a glance
In short: Co Tr UA Edgar & K Merkle Fdn Bank of gave $25K across 9 grants in 2025 (avg $3K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +25.0% vs 2024
- Grants made (2025)
- 9
- +12.5% vs 2024
- Average grant
- $2,778
- +11.1% vs 2024
- Median grant
- $2,500
- Total assets
- $237,077
- +1.3% vs 2024
- Primary geography
- Maryland (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Co Tr UA Edgar & K Merkle Fdn Bank of funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2025
The largest 2025 recipient was Catholic Charities Archdiocese of ($7K). Together the top 9 received $25K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 39 grants of 39 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 9 itemized grants.
Cities
How Co Tr UA Edgar & K Merkle Fdn Bank of gives
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2020) to $25K (2025). In 2025 it made 9 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Catholic Charities Archdiocese of Washington, DC | Unrestricted General | $6,500 |
| Georgetown Prep School Rockville, MD | Unrestricted General | $6,000 |
| Kent Assoc for Riding Worton, MD | Unrestricted General | $2,500 |
| Paws for People Newark, DE | Unrestricted General | $2,500 |
| The Stone Ridge School of Bethesda, MD | Unrestricted General | $2,500 |
| Greenmore Farm Animal Rescue West Grove, PA | Unrestricted General | $2,000 |
| Delmarva Nesting Foundation Easton, MD | Unrestricted General | $1,000 |
| Shorerivers Easton, MD | Unrestricted General | $1,000 |
| Pets on Wheels Baltimore, MD | Unrestircted General | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $237,077 | $34,500 | $31,405 | $25,000 | 9 | $27,331 | $30,926 | $26,737 |
| 2024 | $234,000 | $25,475 | $25,559 | $20,000 | 8 | $22,199 | $22,115 | $24,945 |
| 2023 | $233,999 | $13,342 | $25,503 | $20,000 | 7 | $21,999 | $10,281 | $22,166 |
| 2022 | $246,340 | $24,205 | $25,354 | $20,000 | 8 | $22,077 | $21,089 | $22,509 |
| 2021 | $248,101 | $14,195 | $30,167 | $24,500 | 7 | $26,728 | $10,274 | $25,497 |
| 2020 | $264,960 | $13,275 | $24,229 | $17,500 | 7 | — | $9,482 | $20,815 |
Under IRS private-foundation payout rules, Co Tr UA Edgar & K Merkle Fdn Bank of reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Co Tr UA Edgar & K Merkle Fdn Bank of's 2025 filing lists 2 officers; 1 of 2 officers listed in 2025 is compensated.
Officers on the 2025 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$4K (2020) → $5K (2025)
Phillip K. Merkle
Co-Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: E. Michael Paturis Esq. (2020) — Co-Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $5K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Co Tr UA Edgar & K Merkle Fdn Bank of
How much does Co Tr UA Edgar & K Merkle Fdn Bank of give each year?
Co Tr UA Edgar & K Merkle Fdn Bank of gave $25K across 9 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 8 grants.
What is Co Tr UA Edgar & K Merkle Fdn Bank of's typical grant size?
Co Tr UA Edgar & K Merkle Fdn Bank of's median grant in 2025 was $2,500, and its average grant was $2,778, across 9 grants on its 2025 IRS Form 990-PF.
Where does Co Tr UA Edgar & K Merkle Fdn Bank of give grants?
Co Tr UA Edgar & K Merkle Fdn Bank of gives mostly in Maryland: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (26%) and Delaware (10%). The most frequent recipient cities were Easton, MD (2 grants).
Does Co Tr UA Edgar & K Merkle Fdn Bank of give general operating support?
Yes: 100% of Co Tr UA Edgar & K Merkle Fdn Bank of's 2025 grants with a stated purpose (9 of 9) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Co Tr UA Edgar & K Merkle Fdn Bank of's largest grantees?
Co Tr UA Edgar & K Merkle Fdn Bank of's largest 2025 grantees include Catholic Charities Archdiocese of ($6,500), Georgetown Prep School ($6,000) and Kent Assoc for Riding ($2,500), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is Co Tr UA Edgar & K Merkle Fdn Bank of?
Co Tr UA Edgar & K Merkle Fdn Bank of reported $237K in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).
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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS July 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 21, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 31, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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