Marg Whunt for Trinity Church

Foundation · Grantmaker 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 grant totaling $1K. Net investment income was $3K.

Key facts about Marg Whunt for Trinity Church

EIN: 31-6021588
Latest 990 filing: Form 990-PF, 2024
Annual giving (2024): $1,222
Grants made (2024): 1
Average grant: $1,222
Median grant: $1,222
Total assets: $65,907
Primary geography: Kentucky (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

How Marg Whunt for Trinity Church gives

Giving fell 34% from 2021 to 2024. Method
In 2024 it paid out 72% 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.

Next steps with Marg Whunt for Trinity Church

How to evaluate Marg Whunt for Trinity Church as a funder
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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 $1K (100%)

Share of all 1 itemized 2024 grant dollars.

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

Data update history

When this profile's IRS filing data changed on Grantable

March 2, 2026 IRS filings on file for fiscal years 2019–2024

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 recipients 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

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 grant 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 grant 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.