Eddy Foundation Char Trust U W
Eddy Foundation Char Trust U W is a private foundation, based in Duluth, MN. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 3 grants totaling $249K. Net investment income was $122K.
Eddy Foundation Char Trust U W at a glance
In short: Eddy Foundation Char Trust U W gave $249K across 3 grants in 2025 (avg $83K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $248,566
- -10.6% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $82,855
- -10.6% vs 2024
- Median grant
- $10,000
- Total assets
- $3,160,292
- -4.3% vs 2024
- Primary geography
- Minnesota (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Eddy Foundation Char Trust U W funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of MN Foundation ($236K). Together the top 3 received $249K.
Grant Size Distribution
12 grants across all recorded years
The most common grant size was under $50K: 7 grants of 12 (58%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Eddy Foundation Char Trust U W gives
- Giving held roughly steady from 2022 to 2025 (+5%). Method
- In 2025 it paid out 149% 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 2021 to 2025, annual grant giving ranged from $193K (2023) to $278K (2024). In 2025 it made 3 grants totaling $249K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of MN Foundation Minneapolis, MN | GRANT | $235,815 |
| Northland Adaptive Recreation Duluth, MN | GRANT | $10,000 |
| The College of St Scholastica Duluth, MN | GRANT | $2,751 |
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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 | $3,160,292 | $155,553 | $296,146 | $248,566 | 3 | $250,201 | $122,256 | $168,298 |
| 2024 | $3,300,885 | $190,041 | $328,836 | $278,040 | 3 | $280,121 | $111,061 | $165,422 |
| 2023 | $3,439,680 | $249,624 | $252,208 | $193,130 | 2 | $195,311 | $127,623 | $164,234 |
| 2022 | $3,618,200 | $1,468,811 | $280,851 | $236,000 | 3 | $241,464 | $74,203 | $180,575 |
| 2021 | $2,302,287 | $192,835 | $324,293 | $255,539 | 1 | — | $44,049 | $178,273 |
Under IRS private-foundation payout rules, Eddy Foundation Char Trust U W reported a distributable amount of $168K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Eddy Foundation Char Trust U W's 2025 filing lists 3 officers; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Elizabeth H. Simonson
Co-Trustee
On filings since 2021
1 hr/week
$4K (2021) → $4K (2025)
North Shore Bank Of Commerce
Co-Trustee
On filings since 2021
1 hr/week
$11K (2021) → $0 (2025)
Rodney Edwards
Co-Trustee
On filings since 2021
1 hr/week
$4K (2021) → $4K (2025)
Former officers (1)
- Former: Wells Fargo Bank NA (2021–2022) — Co-Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $4K, to Elizabeth H Simonson (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Eddy Foundation Char Trust U W
How much does Eddy Foundation Char Trust U W give each year?
Eddy Foundation Char Trust U W gave $249K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $278K across 3 grants.
What is Eddy Foundation Char Trust U W's typical grant size?
Eddy Foundation Char Trust U W's median grant in 2025 was $10,000, and its average grant was $82,855, across 3 grants on its 2025 IRS Form 990-PF.
Where does Eddy Foundation Char Trust U W give grants?
Eddy Foundation Char Trust U W gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Duluth, MN (2 grants).
Does Eddy Foundation Char Trust U W give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Eddy Foundation Char Trust U W's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Grant" (3 grants).
How large is Eddy Foundation Char Trust U W?
Eddy Foundation Char Trust U W reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $250K in qualifying distributions that year, against a required minimum of $168K (roughly 5% of its investment assets).
What is Eddy Foundation Char Trust U W's EIN?
Eddy Foundation Char Trust U W's EIN (Employer Identification Number) is 41-6242226. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2021–2025
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