Marguerite Clickner Tr Uw

Private foundation · Grantmaker Dallas, TX EIN: 16-6335423

Marguerite Clickner Tr Uw is a private foundation, based in Dallas, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $630K in total assets. In 2025, it awarded 1 grant totaling $36K. Net investment income was $55K.

Marguerite Clickner Tr Uw at a glance

In short: Marguerite Clickner Tr Uw gave $36K across 1 grant in 2025 (avg $36K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$35,646
+16.0% vs 2024
Grants made (2025)
1
+0.0% vs 2024
Average grant
$35,646
+16.0% vs 2024
Median grant
$35,646
Total assets
$629,819
+3.1% vs 2024
Primary geography
New York (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 Marguerite Clickner Tr Uw funds

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Salem United Methodist Church: $36KSalem United Methodist Church$36K

The largest 2025 recipient was Salem United Methodist Church ($36K).

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

W Sand Lake

How Marguerite Clickner Tr Uw gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 107% 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

$0$10K$20K$30K$40K1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025

From 2021 to 2025, annual grant giving ranged from $23K (2023) to $37K (2022). In 2025 it made 1 grant totaling $36K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Salem United Methodist Church W Sand Lake, NYUnrestricted General$35,646
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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$629,819$62,457$46,040$35,6461$39,381$55,462$36,837
2024$611,148$22,378$40,011$30,7231$34,191$14,963$34,824
2023$608,624$-5,476$32,318$23,3331$26,533$8,056$32,123
2022$635,232$120,065$49,393$37,4821$40,968$113,380$33,665
2021$666,500$45,833$40,107$28,6801—$39,622$37,105

Under IRS private-foundation payout rules, Marguerite Clickner Tr Uw reported a distributable amount of $37K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Marguerite Clickner Tr Uw's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).

Officers on the 2025 filing

  • Bank Of America

    Trustee

    On filings since 2022

    1 hr/week

    $8K (2022) → $9K (2025)

Former officers (1)
  • Former: Bank Of America N A (2021) — Trustee

Data from IRS Form 990 filings, 2021–2025. "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

Bank of America — Trustee: $9KBank of AmericaTrustee$9K

The highest reported compensation on the 2025 filing was $9K, to Bank of America (Trustee).

Frequently asked questions about Marguerite Clickner Tr Uw

How much does Marguerite Clickner Tr Uw give each year?

Marguerite Clickner Tr Uw gave $36K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $31K across 1 grant.

How large is Marguerite Clickner Tr Uw?

Marguerite Clickner Tr Uw reported $630K in total assets on its 2025 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $37K (roughly 5% of its investment assets).

Where does Marguerite Clickner Tr Uw operate?

Marguerite Clickner Tr Uw has awarded grants in New York.

What is Marguerite Clickner Tr Uw's EIN?

Marguerite Clickner Tr Uw's EIN (Employer Identification Number) is 16-6335423. IRS Form 990 filing data is available on this page for 2021–2025.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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