Edwald Fund Trust Under Agreement

BUFFALO, NY EIN: 03-6057087

Edwald Fund Trust Under Agreement is a private foundation, based in BUFFALO, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $310K in total assets. In 2024, it awarded 1 grants totaling $15K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$310K

+16.5% YoY

Annual Giving

$15K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$15K

+0.0% YoY

Under IRS private-foundation payout rules, Edwald Fund Trust Under Agreement reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Edwald Fund Trust Under Agreement

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Vermont $77K (100%)

States

Vermont

Cities

Putney

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$309,728	$265,752	$267,133
Revenue	$50,775	$19,145	$15,372
Expenses	$21,146	$20,469	$21,793
Qualifying Distributions	$16,215	$16,183	$16,612
Net Investment Income	$45,646	$14,839	$10,786
Distributable Amount	$29,593	$14,196	$14,951

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Town of Putney ($14,816).

Recipient	Purpose	Amount
TOWN OF PUTNEY PUTNEY, VT	CHARITABLE	$14,816

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Edwald Fund Trust Under Agreement?

As of 2024, Edwald Fund Trust Under Agreement holds $310K in total assets with $51K in annual revenue. It awarded 1 grants totaling $15K in 2024.

Where does Edwald Fund Trust Under Agreement operate?

Edwald Fund Trust Under Agreement has awarded grants in Vermont.

What size grants does Edwald Fund Trust Under Agreement award?

In 2024, Edwald Fund Trust Under Agreement awarded 1 grants totaling $15K — an average of about $15K per grant, based on its IRS Form 990 filings.

How much is Edwald Fund Trust Under Agreement required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Edwald Fund Trust Under Agreement reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Edwald Fund Trust Under Agreement's EIN?

Edwald Fund Trust Under Agreement's EIN (Employer Identification Number) is 03-6057087. IRS Form 990 filing data is available on this page for 2020–2024.