Margaret & Donald Matheson School is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $690K in total assets. In 2023, it awarded 8 grants totaling $30K. Net investment income was $11K.
Financial Overview
From 2023 IRS Form 990-PF · View filing
Total Assets
$690K
-2.9% YoY
Annual Giving
$30K
-6.3% YoY
Grant Count
8
-38.5% YoY
Avg Grant Size
$4K
+52.3% YoY
Under IRS private-foundation payout rules, Margaret & Donald Matheson School reported a distributable amount of $37K for 2023 — the minimum it must pay out in qualifying distributions.
About Margaret & Donald Matheson School
Based on IRS filings
Margaret & Donald Matheson School is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. As of 2023, the organization holds $690K in total assets. In 2023, it awarded 8 grants totaling $30K. Net investment income was $11K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2023 | 2022 | 2021 |
|---|---|---|---|
| Total Assets | $689,829 | $710,495 | $769,070 |
| Revenue | $19,763 | $-10,470 | $151,864 |
| Expenses | $42,176 | $48,129 | $51,972 |
| Qualifying Distributions | $35,573 | $37,818 | $43,756 |
| Net Investment Income | $11,078 | $6,952 | $143,479 |
| Distributable Amount | $37,474 | $36,145 | $42,179 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2023
Grant Size Distribution
23 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2023 grants, the largest include University of Maine - Orono ($6,923), University of Southern Maine ($4,615), University of Maine Farmington ($4,615).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF SOUTHERN MAINE PORTLAND, ME | SCHOLARSHIPS | $4,615 |
| UNIVERSITY OF NEW ENGLAND BIDDEFORD, ME | SCHOLARSHIPS | $2,308 |
| UNIVERSITY OF MAINE FARMINGTON FARMINGTON, ME | SCHOLARSHIPS | $4,615 |
| HUSSON UNIVERSITY BANGOR, ME | SCHOLARSHIPS | $2,308 |
| UNIVERSITY OF MAINE - ORONO ORONO, ME | SCHOLARSHIPS | $6,923 |
| ROCHESTER INSTITUTE OF TECHNOLOGY ROCHESTER, NY | UNRESTRICTED GENERAL | $2,308 |
| RUTGERS UNIVERSITY NEW BRUNSWICK, NJ | SCHOLARSHIPS | $2,308 |
| UNIVERSITY OF MAINE - AUGUSTA AUGUSTA, ME | SCHOLARSHIPS | $4,615 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2023 IRS filing
From 2023 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $8,201 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Margaret & Donald Matheson School?
Margaret & Donald Matheson School is a private foundation focused on Education, based in DALLAS, TX. It holds $690K in total assets as of 2023.
How large is Margaret & Donald Matheson School?
As of 2023, Margaret & Donald Matheson School holds $690K in total assets with $20K in annual revenue. It awarded 8 grants totaling $30K in 2023.
Where does Margaret & Donald Matheson School operate?
Margaret & Donald Matheson School has awarded grants in Florida, Massachusetts, Maine, New Hampshire, New Jersey, New York, Rhode Island.
What size grants does Margaret & Donald Matheson School award?
In 2023, Margaret & Donald Matheson School awarded 8 grants totaling $30K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Margaret & Donald Matheson School required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Margaret & Donald Matheson School reported a distributable amount of $37K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Margaret & Donald Matheson School's EIN?
Margaret & Donald Matheson School's EIN (Employer Identification Number) is 01-0504173. IRS Form 990 filing data is available on this page for 2020–2023.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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