Marg Whunt for Trinity Church

MILWAUKEE, WI EIN: 31-6021588

Marg Whunt for Trinity Church is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $66K in total assets. In 2024, it awarded 1 grants totaling $1K. Net investment income was $3K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$66K

-0.5% YoY

Annual Giving

$1K

-39.3% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$1K

-39.3% YoY

Under IRS private-foundation payout rules, Marg Whunt for Trinity Church reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Marg Whunt for Trinity Church

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $9K (100%)

States

Kentucky

Cities

Covington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$65,907	$66,249	$67,109
Revenue	$3,088	$3,107	$1,750
Expenses	$3,426	$3,966	$4,555
Qualifying Distributions	$2,827	$3,598	$4,154
Net Investment Income	$2,545	$2,710	$1,439
Distributable Amount	$3,951	$3,549	$3,644

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 Trinity Episcopal Church ($1,222).

Recipient	Purpose	Amount
TRINITY EPISCOPAL CHURCH COVINGTON, KY	GENERAL OPERATING	$1,222

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$553

Frequently Asked Questions

How large is Marg Whunt for Trinity Church?

As of 2024, Marg Whunt for Trinity Church holds $66K in total assets with $3K in annual revenue. It awarded 1 grants totaling $1K in 2024.

Where does Marg Whunt for Trinity Church operate?

Marg Whunt for Trinity Church has awarded grants in Kentucky.

What size grants does Marg Whunt for Trinity Church award?

In 2024, Marg Whunt for Trinity Church awarded 1 grants totaling $1K — an average of about $1K per grant, based on its IRS Form 990 filings.

How much is Marg Whunt for Trinity Church required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marg Whunt for Trinity Church reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.