Edith Latham Testamentary Trust for Latham
Edith Latham Testamentary Trust for Latham is a private foundation, based in Eagan, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $176K. Net investment income was $186K.
Edith Latham Testamentary Trust for Latham at a glance
In short: Edith Latham Testamentary Trust for Latham gave $176K across 1 grant in 2025 (avg $176K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $175,507
- -34.9% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $175,507
- -34.9% vs 2024
- Median grant
- $175,507
- Total assets
- $1,425,088
- +0.5% vs 2024
- Primary geography
- California (100% 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 Edith Latham Testamentary Trust for Latham funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Latham Foundation ($176K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $250–500K range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Edith Latham Testamentary Trust for Latham gives
- Giving fell 32% from 2022 to 2025. Method
- In 2025 it paid out 126% 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 $129K (2020) to $304K (2021). In 2025 it made 1 grant totaling $176K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Latham Foundation Poway, CA | General Operating | $175,507 |
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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 | $1,425,088 | $218,294 | $211,420 | $175,507 | 1 | $179,084 | $186,139 | $142,172 |
| 2024 | $1,418,217 | $194,367 | $305,600 | $269,689 | 1 | $273,994 | $164,024 | $141,168 |
| 2023 | $1,529,451 | $209,713 | $317,796 | $280,575 | 1 | $284,759 | $178,912 | $134,989 |
| 2022 | $1,636,553 | $270,557 | $298,220 | $258,758 | 1 | $268,491 | $242,277 | $145,518 |
| 2021 | $1,665,421 | $290,332 | $350,844 | $304,237 | 1 | $314,468 | $260,539 | $159,608 |
| 2020 | $1,727,363 | $361,690 | $167,119 | $129,438 | 1 | — | $332,532 | $150,295 |
Under IRS private-foundation payout rules, Edith Latham Testamentary Trust for Latham reported a distributable amount of $142K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Edith Latham Testamentary Trust for Latham's only listed officer is US Bank N A, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2023
1 hr/week
$32K (2023) → $33K (2025)
Former officers (1)
- Former: Mufg Union Bank NA (2020–2022) — 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 $33K, to US Bank N a (Trustee).
Frequently asked questions about Edith Latham Testamentary Trust for Latham
How much does Edith Latham Testamentary Trust for Latham give each year?
Edith Latham Testamentary Trust for Latham gave $176K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $270K across 1 grant.
How large is Edith Latham Testamentary Trust for Latham?
Edith Latham Testamentary Trust for Latham reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $179K in qualifying distributions that year, against a required minimum of $142K (roughly 5% of its investment assets).
Where does Edith Latham Testamentary Trust for Latham operate?
Edith Latham Testamentary Trust for Latham has awarded grants in California.
What is Edith Latham Testamentary Trust for Latham's EIN?
Edith Latham Testamentary Trust for Latham's EIN (Employer Identification Number) is 94-3250696. 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
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 29, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 5, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
Live grants for the work Edith Latham Testamentary Trust for Latham funds
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