Margaret Ann Enderlein Charitable Trust
Margaret Ann Enderlein Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.
Key facts about Margaret Ann Enderlein Charitable Trust
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.
- EIN
- 83-2246557
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $70,504
- Grants made (2025)
- 3
- Average grant
- $23,501
- Median grant
- $17,626
- Total assets
- $1,216,345
- Primary geography
- Iowa (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+1.1% YoY
Annual Giving
$71K
-83.0% YoY
Grant Count
3
-25.0% YoY
Avg Grant Size
$24K
-77.3% YoY
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.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 3 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
Grant Size Distribution
19 grants across all recorded years
Giving History
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 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,216,345 | $1,203,319 | $1,502,370 |
| Revenue | $108,185 | $140,113 | $89,539 |
| Expenses | $93,473 | $439,164 | $103,382 |
| Qualifying Distributions | $75,798 | $419,623 | $82,618 |
| Net Investment Income | $92,422 | $120,572 | $68,775 |
| Distributable Amount | $68,429 | $70,504 | $77,570 |
Data update history
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
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
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?
Margaret Ann Enderlein Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Birmingham, AL. It holds $1.2M in total assets as of 2025.
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.
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