Margaret Alexander Edwards Trust care of American Library Association

Private foundation · Grantmaker Chicago, IL EIN: 52-6389629

Margaret Alexander Edwards Trust care of American Library Association is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $61K. Net investment income was $69K.

Margaret Alexander Edwards Trust care of American Library Association at a glance

In short: Margaret Alexander Edwards Trust care of American Library Association gave $61K across 1 grant in 2025 (avg $61K), mostly in Illinois. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$60,784
Grants made (2025)
1
Average grant
$60,784
Median grant
$60,784
Total assets
$1,187,925
+0.7% vs 2024
Primary geography
Illinois (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 Margaret Alexander Edwards Trust care of American Library Association funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Young Adult Library Services Assoc: $61KYoung Adult Library ServicesAssoc$61K

The largest 2025 recipient was Young Adult Library Services Assoc ($61K).

Grant Size Distribution

7 grants across all recorded years

5<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 7 (71%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

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

Cities

NixaChicago

How Margaret Alexander Edwards Trust care of American Library Association gives

  • Giving grew 5978% from 2022 to 2025. 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$20K$40K$60K$80K0 grants2020 1 grant2021 2 grants2022 3 grants2023 0 grants2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $1K (2022) to $61K (2025). In 2025 it made 1 grant totaling $61K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Young Adult Library Services Assoc Chicago, ILPromote reading among young adults$60,784
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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$1,187,925$73,998$66,004$60,7841$60,784$68,778$64,598
2024$1,179,931$83,060$12,462———$70,598$60,881
2023$1,109,333$38,704$66,927$52,8413$52,841$24,618$65,447
2022$1,137,557$195,658$17,223$1,0002$1,000$179,435$60,837
2021$959,122$149,886$65,026$14,7631$14,763$99,623$55,206
2020$874,263$119,396$17,995———$101,401$53,512

Under IRS private-foundation payout rules, Margaret Alexander Edwards Trust care of American Library Association reported a distributable amount of $65K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Margaret Alexander Edwards Trust care of American Library Association is led by Daniel Montgomery, Executive Director on the 2025 filing; none of the 11 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Daniel Montgomery

    Executive Director

    New on the 2025 filing

    3 hrs/week

    No compensation reported

  • James G Neal

    Trustee

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Janice D Welburn

    Trustee

    Trustee → Senior Trustee, 2022

    Senior Trustee → Trustee, 2025

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Maggie Farrell

    Trustee

    Treasurer → Past Treasurer, 2022

    Past Treasurer → Trustee, 2023

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Rhea Brown Lawson

    Trustee

    On filings since 2020

    3 hrs/week

    No compensation reported

  • Brett Bonfield

    Senior Trustee

    Trustee → Senior Trustee, 2025

    On filings since 2021

    3 hrs/week

    No compensation reported

  • Shali Zhang

    Trustee

    On filings since 2021

    3 hrs/week

    No compensation reported

  • Jack Martin Jr.

    Trustee

    New on the 2025 filing

    3 hrs/week

    No compensation reported

  • Julia M Gelfand

    Trustee

    New on the 2025 filing

    3 hrs/week

    No compensation reported

  • Peter D Hepburn

    Former Treasurer

    Treasurer → Former Treasurer, 2025

    On filings since 2022

    3 hrs/week

    No compensation reported

  • Larry P Neal

    Treasurer

    New on the 2025 filing

    3 hrs/week

    No compensation reported

Former officers (6)
  • Former: Leslie Burger (2024) — Interim Executive Director
  • Former: Mario M Gonzalez (2020–2023) — Past Senior Trustee
  • Former: Tracie D Hall (2020–2023) — Former Executive Director
  • Former: Brian E. C. Schottlaender (2020) — Trustee
  • Former: Mary Ghikas (2020) — Executive Director · Filing note: Retired
  • Former: Patricia Wand (2020) — Senior 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.

Frequently asked questions about Margaret Alexander Edwards Trust care of American Library Association

How much does Margaret Alexander Edwards Trust care of American Library Association give each year?

Margaret Alexander Edwards Trust care of American Library Association gave $61K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.

How large is Margaret Alexander Edwards Trust care of American Library Association?

Margaret Alexander Edwards Trust care of American Library Association reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $65K (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.

Where does Margaret Alexander Edwards Trust care of American Library Association operate?

Margaret Alexander Edwards Trust care of American Library Association has awarded grants in Illinois, Missouri.

What is Margaret Alexander Edwards Trust care of American Library Association's EIN?

Margaret Alexander Edwards Trust care of American Library Association's EIN (Employer Identification Number) is 52-6389629. 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

(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 12, 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 Margaret Alexander Edwards Trust care of American Library Association'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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