Elmer and Phyllis Marth Fdn XXX-XX-XXXX

Private foundation · Grantmaker St. Louis, MO EIN: 84-6550510

Elmer and Phyllis Marth Fdn XXX-XX-XXXX is a private foundation focused on Education, based in St. Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.4M in total assets. In 2025, it awarded 1 grant totaling $153K. Net investment income was $194K.

Elmer and Phyllis Marth Fdn XXX-XX-XXXX at a glance

In short: Elmer and Phyllis Marth Fdn XXX-XX-XXXX gave $153K across 1 grant in 2025 (avg $153K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$152,845
+12.1% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$152,845
+12.1% vs 2024
Median grant
$152,845
Total assets
$2,381,746
+1.7% vs 2024
Primary geography
Wisconsin (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 Elmer and Phyllis Marth Fdn XXX-XX-XXXX funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Board of Regents of the University of WI: $153KBoard of Regents of theUniversity of WI$153K

The largest 2025 recipient was Board of Regents of the University of WI ($153K).

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Madison

How Elmer and Phyllis Marth Fdn XXX-XX-XXXX gives

  • Giving held roughly steady from 2022 to 2025 (−4%). Method
  • In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$50K$100K$150K$200K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $68K (2020) to $159K (2022). In 2025 it made 1 grant totaling $153K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Board of Regents of the University of WI Madison, WIGeneral Support$152,845
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,381,746$234,477$195,338$152,8451$153,445$193,753$162,971
2024$2,342,262$139,987$171,206$136,3111$136,911$106,422$152,845
2023$2,375,050$47,353$171,349$139,4341$140,934$49,382$136,311
2022$2,498,383$56,952$195,723$158,9261$164,526$38,833$139,434
2021$2,637,175$228,959$165,254$131,9041$132,504$61,804$158,926
2020$2,574,186$76,635$97,289$67,5311—$47,634$131,904

Under IRS private-foundation payout rules, Elmer and Phyllis Marth Fdn XXX-XX-XXXX reported a distributable amount of $163K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Elmer and Phyllis Marth Fdn XXX-XX-XXXX's only listed officer is Edward Jones Trust Company, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Edward Jones Trust Company

    Trustee

    On filings since 2020

    1 hr/week

    $27K (2020) → $37K (2025)

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

Edward Jones Trust Company — Trustee: $37KEdward Jones Trust…Trustee$37K

The highest reported compensation on the 2025 filing was $37K, to Edward Jones Trust Company (Trustee).

Frequently asked questions about Elmer and Phyllis Marth Fdn XXX-XX-XXXX

How much does Elmer and Phyllis Marth Fdn XXX-XX-XXXX give each year?

Elmer and Phyllis Marth Fdn XXX-XX-XXXX gave $153K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $136K across 1 grant.

How large is Elmer and Phyllis Marth Fdn XXX-XX-XXXX?

Elmer and Phyllis Marth Fdn XXX-XX-XXXX reported $2.4M in total assets on its 2025 IRS Form 990-PF. It paid out $153K in qualifying distributions that year, against a required minimum of $163K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Elmer and Phyllis Marth Fdn XXX-XX-XXXX?

Elmer and Phyllis Marth Fdn XXX-XX-XXXX is a private foundation focused on Education, based in St. Louis, MO. It holds $2.4M in total assets as of 2025.

Where does Elmer and Phyllis Marth Fdn XXX-XX-XXXX operate?

Elmer and Phyllis Marth Fdn XXX-XX-XXXX has awarded grants in Wisconsin.

What is Elmer and Phyllis Marth Fdn XXX-XX-XXXX's EIN?

Elmer and Phyllis Marth Fdn XXX-XX-XXXX's EIN (Employer Identification Number) is 84-6550510. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Elmer and Phyllis Marth Fdn XXX-XX-XXXX's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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