Marguerite Traphagen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $544K in total assets. In 2025, it awarded 8 grants totaling $40K. Net investment income was $62K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$544K
+3.0% YoY
Annual Giving
$40K
+25.0% YoY
Grant Count
8
-42.9% YoY
Avg Grant Size
$5K
+118.8% YoY
Under IRS private-foundation payout rules, Marguerite Traphagen Foundation reported a distributable amount of $44K for 2025 — the minimum it must pay out in qualifying distributions.
About Marguerite Traphagen Foundation
Based on IRS filings
Marguerite Traphagen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $544K in total assets. In 2025, it awarded 8 grants totaling $40K. Net investment income was $62K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $544,300 | $528,620 | $534,128 |
| Revenue | $69,739 | $39,311 | $3,472 |
| Expenses | $53,835 | $44,817 | $42,670 |
| Qualifying Distributions | $45,164 | $37,106 | $35,224 |
| Net Investment Income | $61,811 | $31,294 | $9,078 |
| Distributable Amount | $44,496 | $40,608 | $38,153 |
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 2025
Grant Size Distribution
48 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Rochester Children's Scholarship Fund ($20,000), Humane Society of Rochester ($5,000), Catholic Family Center ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| HOBART & WILLIAM SMITH COLLEGES GENEVA, NY | UNRESTRICTED GENERAL | $2,000 |
| HUMANE SOCIETY OF ROCHESTER FAIRPORT, NY | UNRESTRICTED GENERAL | $5,000 |
| CATHOLIC FAMILY CENTER ROCHESTER, NY | UNRESTRICTED GENERAL | $3,000 |
| ROCHESTER CHILDREN'S SCHOLARSHIP FUND ROCHESTER, NY | UNRESTRICTED GENERAL | $20,000 |
| CANCER ACTION - GILDA'S CLUB ROCHESTER ROCHESTER, NY | UNRESTRICTED GENERAL | $2,000 |
| AL SIGL COMMUNITY OF AGENCIES ROCHESTER, NY | UNRESTRICTED GENERAL | $2,000 |
| OPEN DOOR MISSION INC ROCHESTER, NY | UNRESTRICTED GENERAL | $3,000 |
| FOODLINK INC ROCHESTER, NY | UNRESTRICTED GENERAL | $3,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | $11,409 |
| MARTHA WATSON | CO-TRUSTEE | 1 | — |
| JOHN M MURPHY JR | CO-TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marguerite Traphagen Foundation?
Marguerite Traphagen Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $544K in total assets as of 2025.
How large is Marguerite Traphagen Foundation?
As of 2025, Marguerite Traphagen Foundation holds $544K in total assets with $70K in annual revenue. It awarded 8 grants totaling $40K in 2025.
Where does Marguerite Traphagen Foundation operate?
Marguerite Traphagen Foundation has awarded grants in Connecticut, Florida, Georgia, New York.
What size grants does Marguerite Traphagen Foundation award?
In 2025, Marguerite Traphagen Foundation awarded 8 grants totaling $40K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Marguerite Traphagen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Marguerite Traphagen Foundation reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marguerite Traphagen Foundation's EIN?
Marguerite Traphagen Foundation's EIN (Employer Identification Number) is 22-3374618. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Marguerite Traphagen Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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