Margaret Ann Enderlein Charitable Trust
Margaret Ann Enderlein Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 3 grants totaling $71K. Net investment income was $92K.
Margaret Ann Enderlein Charitable Trust at a glance
In short: Margaret Ann Enderlein Charitable Trust gave $71K across 3 grants in 2025 (avg $24K), mostly in Iowa. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $70,504
- -83.0% vs 2024
- Grants made (2025)
- 3
- -25.0% vs 2024
- Average grant
- $23,501
- -77.3% vs 2024
- Median grant
- $17,626
- Total assets
- $1,216,345
- +1.1% vs 2024
- Primary geography
- Iowa (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 Ann Enderlein Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Allen College of Nursing Foundation ($35K). Together the top 3 received $71K.
Grant Size Distribution
19 grants across all recorded years
The most common grant size was under $50K: 18 grants of 19 (95%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Margaret Ann Enderlein Charitable Trust gives
- Giving fell 24% from 2022 to 2025. Method
- In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $71K (2025) to $414K (2024). In 2025 it made 3 grants totaling $71K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Allen College of Nursing Foundation Waterloo, IA | General Operating | $35,252 |
| Waterloo Center for the Arts Waterloo, IA | General Operating | $17,626 |
| Waterloo Cedar Falls Symphony Cedar Falls, IA | General Operating | $17,626 |
Ready to take the next step with Margaret Ann Enderlein Charitable Trust?
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 | $1,216,345 | $108,185 | $93,473 | $70,504 | 3 | $75,798 | $92,422 | $68,429 |
| 2024 | $1,203,319 | $140,113 | $439,164 | $413,810 | 4 | $419,623 | $120,572 | $70,504 |
| 2023 | $1,502,370 | $89,539 | $103,382 | $80,390 | 4 | $82,618 | $68,775 | $77,570 |
| 2022 | $1,516,213 | $3,240 | $124,257 | $92,395 | 4 | $95,109 | $6,278 | $83,104 |
| 2021 | $1,637,230 | $207,306 | $107,362 | $81,434 | 4 | $83,880 | $184,809 | $94,841 |
| 2020 | $1,537,286 | $91,162 | $101,440 | $76,866 | 4 | — | $70,855 | $83,664 |
Under IRS private-foundation payout rules, Margaret Ann Enderlein Charitable Trust reported a distributable amount of $68K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Margaret Ann Enderlein Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2020
1 hr/week
$21K (2020) → $19K (2025)
Former officers (3)
- Former: David J. Amend (2020–2024) — Trustee
- Former: John J. Burns (2020–2024) — Trustee
- Former: Theresa E. Hoffman (2020–2024) — 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 $19K, to Regions Bank (Trustee).
Frequently asked questions about Margaret Ann Enderlein Charitable Trust
How much does Margaret Ann Enderlein Charitable Trust give each year?
Margaret Ann Enderlein Charitable Trust gave $71K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $414K across 4 grants.
What is Margaret Ann Enderlein Charitable Trust's typical grant size?
Margaret Ann Enderlein Charitable Trust's median grant in 2025 was $17,626, and its average grant was $23,501, across 3 grants on its 2025 IRS Form 990-PF.
Where does Margaret Ann Enderlein Charitable Trust give grants?
Margaret Ann Enderlein Charitable Trust gives mostly in Iowa: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Waterloo, IA (2 grants).
Does Margaret Ann Enderlein Charitable Trust give general operating support?
Yes: 100% of Margaret Ann Enderlein Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Margaret Ann Enderlein Charitable Trust?
Margaret Ann Enderlein Charitable Trust reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $76K in qualifying distributions that year, against a required minimum of $68K (roughly 5% of its investment assets).
What is Margaret Ann Enderlein Charitable Trust's EIN?
Margaret Ann Enderlein Charitable Trust's EIN (Employer Identification Number) is 83-2246557. 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Margaret Ann Enderlein Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Margaret Ann Enderlein Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in Alabama
Park Educational Trust Regions Bank Trust Department
Birmingham, AL
Assets
—
Grants
1
Total Given
$378K
Young Family Foundation of Waterloo Iowa
Waterloo, IA
The Young Family Foundation of Waterloo supports youth programs and wildlife preservation, as well as environmental, recreational, and educational activities or improvements in Northeast Iowa. Its 2025 grants ranged from $5,000 to $150,000, with a median of $20,000. It accepts requests by letter explaining the project and amount sought; no deadline is stated.
Assets
$8.6M
Grants
15
Total Given
$500K
Duroe Family Foundation
Waterloo, IA
The Duroe Family Foundation supports Iowa organizations in areas including housing, education, youth services, health care, and community programs. Its 2024 grants ranged from $1,000 to $25,000, with a median of $3,000. It funds only preselected charitable organizations and does not accept unsolicited requests.
Assets
$3.0M
Grants
21
Total Given
$104K
Max and Helen Guernsey Charitable Foundation
Cedar Falls, IA
The Max and Helen Guernsey Charitable Foundation funds social issues, education, family and community betterment, and health, recreation, and fitness, primarily in eight Iowa counties. Its typical grants are $1,000–$35,000, with a 2025 median of $16,000; it accepts applications through its online system once per year.
Assets
$49.9M
Grants
125
Total Given
$2.2M
The HWS Charitable Foundation Inc
Cedar Rapids, IA
The foundation supports youth and family services, mentoring, shelter, community development, and capital projects, with a stated focus on a thriving Southwestern U.S. Its 2025 grants ranged from $19,300 to $620,000, with a median of $85,000; funding went mainly to Texas, Missouri, and Iowa, with a small share in Colorado. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$7.5M
Grants
91
Total Given
$10.9M
Orlan Snyder Charitable Trust
Independence, IA
Assets
$1.1M
Grants
9
Total Given
$77K
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Margaret Ann Enderlein Charitable Trust'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.
Margaret Ann Enderlein Charitable Trust down — hundreds of funders to go?