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 2026. As of 2026, the organization holds $3.0M in total assets. In 2026, it awarded 2 grants totaling $256K. Net investment income was $139K.
Eddy Foundation Char Trust U W at a glance
In short: Eddy Foundation Char Trust U W gave $256K across 2 grants in 2026 (avg $128K), mostly in Minnesota. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $255,609
- +2.8% vs 2025
- Grants made (2026)
- 2
- -33.3% vs 2025
- Average grant
- $127,805
- +54.3% vs 2025
- Median grant
- $127,805
- Total assets
- $3,044,013
- -3.7% vs 2025
- Primary geography
- Minnesota (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated November 2026.
Who Eddy Foundation Char Trust U W funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2026
The largest 2026 recipient was University of MN Foundation ($243K). Together the top 2 received $256K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 8 grants of 13 (62%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 2 itemized grants.
States
Cities
How Eddy Foundation Char Trust U W gives
- Giving grew 32% from 2023 to 2026. Method
- In 2026 it paid out 150% 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 2026, annual grant giving ranged from $193K (2023) to $278K (2024). In 2026 it made 2 grants totaling $256K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of MN Foundation Minneapolis, MN | GRANT | $243,089 |
| The College of St Scholastica Duluth, MN | GRANT | $12,520 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $3,044,013 | $188,902 | $305,181 | $255,609 | 2 | $259,269 | $138,837 | $172,731 |
| 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 $173K for 2026 — 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 2026 filing lists 3 officers; 2 of 3 officers listed in 2026 are compensated.
Officers on the 2026 filing
Elizabeth H. Simonson
Co-Trustee
On filings since 2021
1 hr/week
$4K (2021) → $4K (2026)
North Shore Bank Of Commerce
Co-Trustee
On filings since 2021
1 hr/week
$11K (2021) → $0 (2026)
Rodney Edwards
Co-Trustee
On filings since 2021
1 hr/week
$4K (2021) → $4K (2026)
Former officers (1)
- Former: Wells Fargo Bank NA (2021–2022) — Co-Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 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 $256K across 2 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $249K across 3 grants.
How large is Eddy Foundation Char Trust U W?
Eddy Foundation Char Trust U W reported $3.0M in total assets on its 2026 IRS Form 990-PF. It paid out $259K in qualifying distributions that year, against a required minimum of $173K (roughly 5% of its investment assets).
Where does Eddy Foundation Char Trust U W operate?
Eddy Foundation Char Trust U W has awarded grants in Minnesota.
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 2021–2026.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS September 1, 2026)
- 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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