Leavitt Margaretta Trust
Leavitt Margaretta Trust is a private foundation focused on Education, based in Casper, WY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $125K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $17K.
Leavitt Margaretta Trust at a glance
In short: Leavitt Margaretta Trust gave $4K across 1 grant in 2025 (avg $4K), mostly in Wyoming. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- -50.0% vs 2024
- Average grant
- $4,000
- +100.0% vs 2024
- Median grant
- $4,000
- Total assets
- $124,590
- +11.6% vs 2024
- Primary geography
- Wyoming (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 Leavitt Margaretta Trust funds
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
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 Leavitt Margaretta Trust gives
- Giving fell 33% from 2022 to 2025. Method
- In 2025 it paid out 68% 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
From 2021 to 2025, annual grant giving ranged from $4K (2021) to $6K (2022). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $4,000 |
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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 | $124,590 | $18,544 | $5,614 | $4,000 | 1 | $4,375 | $17,419 | $6,433 |
| 2024 | $111,660 | $6,974 | $7,048 | $4,000 | 2 | $5,875 | $5,844 | $6,251 |
| 2023 | $111,734 | $7,294 | $11,751 | $4,998 | 3 | $10,381 | $5,586 | $5,906 |
| 2022 | $116,191 | $2,358 | $10,393 | $6,000 | 3 | $8,343 | $2,175 | $6,547 |
| 2021 | $124,262 | $15,990 | $8,398 | $4,000 | 1 | $6,363 | $14,243 | $7,226 |
| 2020 | $116,663 | $19,825 | $3,863 | — | — | — | $18,170 | $6,105 |
Under IRS private-foundation payout rules, Leavitt Margaretta Trust reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Leavitt Margaretta Trust's only listed officer is Hilltop Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Hilltop Bank
Trustee
On filings since 2023
1 hr/week
$184 (2023) → $2K (2025)
Former officers (2)
- Former: Wells Fargo Bank NA (2020–2023) — Trustee
- Former: Wells Fargo Bank N A (2021–2022) — 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 $2K, to Hilltop Bank (Trustee).
Frequently asked questions about Leavitt Margaretta Trust
How much does Leavitt Margaretta Trust give each year?
Leavitt Margaretta Trust gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 2 grants.
How large is Leavitt Margaretta Trust?
Leavitt Margaretta Trust reported $125K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $6K (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 Leavitt Margaretta Trust?
Leavitt Margaretta Trust is a private foundation focused on Education, based in Casper, WY. It holds $125K in total assets as of 2025.
Where does Leavitt Margaretta Trust operate?
Leavitt Margaretta Trust has awarded grants in California, Missouri, Wyoming.
What is Leavitt Margaretta Trust's EIN?
Leavitt Margaretta Trust's EIN (Employer Identification Number) is 81-6091115. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS August 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 23, 2026)
- IRS filings on file for fiscal years 2020–2025
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