Margaret Palmer Trust 505029000010

Private foundation · Grantmaker Jeffersonville, IN EIN: 23-6438852

Margaret Palmer Trust 505029000010 is a private foundation, based in Jeffersonville, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $189K in total assets. In 2025, it awarded 1 grant totaling $8K. Net investment income was $10K.

Margaret Palmer Trust 505029000010 at a glance

In short: Margaret Palmer Trust 505029000010 gave $8K across 1 grant in 2025 (avg $8K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$8,000
+0.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$8,000
+0.0% vs 2024
Median grant
$8,000
Total assets
$189,471
+0.3% vs 2024
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

Who Margaret Palmer Trust 505029000010 funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Presbytery of Donegal: $8KPresbytery of Donegal$8K

The largest 2025 recipient was Presbytery of Donegal ($8K).

Grant Size Distribution

5 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 5 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

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

States

Cities

Lancaster

How Margaret Palmer Trust 505029000010 gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 86% 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$2K$4K$6K$8K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $7K (2019) to $8K (2025). In 2025 it made 1 grant totaling $8K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Presbytery of Donegal Lancaster, PAGeneral Operating$8,000
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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$189,471$10,853$9,781$8,0001$8,000$9,822$9,252
2024$188,912$37,367$11,601$8,0001$8,000$35,415$8,568
2023$163,130$4,309$11,992$8,0001$9,352$2,467$8,551
2022$171,006$7,214$12,409$8,0001$9,305$4,370$9,069
2021$176,229$18,536$12,598$8,0001$9,320$15,366$10,163
2020$170,269$12,345$12,092$8,0001—$9,618$8,870
2019$170,041$16,949$11,571$7,4001—$14,197$8,794

Under IRS private-foundation payout rules, Margaret Palmer Trust 505029000010 reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Margaret Palmer Trust 505029000010's only listed officer is NEW Cevenant Trust Company NA, Trustee on every filing since 2024 (compensated).

Officers on the 2025 filing

  • NEW Cevenant Trust Company NA

    Trustee

    On filings since 2024

    1 hr/week

    $2K (2024) → $1K (2025)

Former officers (1)
  • Former: Wells Fargo Bank N A (2019–2023) — Trustee

Data from IRS Form 990 filings, 2019–2025. "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

New Cevenant Trust Company NA — Trustee: $1KNew Cevenant Trust…Trustee$1K

The highest reported compensation on the 2025 filing was $1K, to New Cevenant Trust Company NA (Trustee).

Frequently asked questions about Margaret Palmer Trust 505029000010

How much does Margaret Palmer Trust 505029000010 give each year?

Margaret Palmer Trust 505029000010 gave $8K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 1 grant.

How large is Margaret Palmer Trust 505029000010?

Margaret Palmer Trust 505029000010 reported $189K in total assets on its 2025 IRS Form 990-PF. It paid out $8K in qualifying distributions that year, against a required minimum of $9K (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 Palmer Trust 505029000010 operate?

Margaret Palmer Trust 505029000010 has awarded grants in Pennsylvania.

What is Margaret Palmer Trust 505029000010's EIN?

Margaret Palmer Trust 505029000010's EIN (Employer Identification Number) is 23-6438852. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2019 (received by the IRS May 3, 2020)
  2. Added Form 990-PF for fiscal year 2025 (received by the IRS May 11, 2026)
  3. 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 Palmer Trust 505029000010'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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