Marguerite Traphagen Foundation
Marguerite Traphagen Foundation is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $552K in total assets. In 2026, it awarded 8 grants totaling $33K. Net investment income was $48K.
Marguerite Traphagen Foundation at a glance
In short: Marguerite Traphagen Foundation gave $33K across 8 grants in 2026 (avg $4K), mostly in New York. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $33,000
- -17.5% vs 2025
- Grants made (2026)
- 8
- +0.0% vs 2025
- Average grant
- $4,125
- -17.5% vs 2025
- Median grant
- $2,250
- Total assets
- $552,461
- +1.5% vs 2025
- Primary geography
- New York (91% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Marguerite Traphagen Foundation funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2026
The largest 2026 recipient was Rochester Children's Scholarship Fund ($18K). Together the top 8 received $33K.
Grant Size Distribution
49 grants across all recorded years
The most common grant size was under $50K: 49 grants of 49 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 8 itemized grants.
Cities
How Marguerite Traphagen Foundation gives
- Giving held roughly steady from 2023 to 2026 (+8%). Method
- In 2026 it paid out 79% 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
From 2020 to 2026, annual grant giving ranged from $31K (2023) to $40K (2025). In 2026 it made 8 grants totaling $33K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Rochester Children's Scholarship Fund Rochester, NY | Unrestricted General | $18,000 |
| Villa of Hope Rochester, NJ | Unrestricted General | $3,000 |
| Catholic Charities Familycommunity Svcs Rochester, NY | Unrestricted General | $3,000 |
| Open Door Mission Inc Rochester, NY | Unrestricted General | $3,000 |
| Hobart & William Smith Colleges Geneva, NY | Unrestricted General | $1,500 |
| Humane Society of Rochester Fairport, NY | Unrestricted General | $1,500 |
| Cancer Action - Gilda's Club Rochester Rochester, NY | Unrestricted General | $1,500 |
| Al Sigl Foundation Rochester, NY | Unrestricted General | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $552,461 | $56,345 | $48,183 | $33,000 | 8 | $38,559 | $48,004 | $48,761 |
| 2025 | $544,300 | $69,739 | $53,835 | $40,000 | 8 | $45,164 | $61,811 | $44,496 |
| 2024 | $528,620 | $39,311 | $44,817 | $32,000 | 14 | $37,106 | $31,294 | $40,608 |
| 2023 | $534,128 | $3,472 | $42,670 | $30,500 | 11 | $35,224 | $9,078 | $38,153 |
| 2022 | $573,323 | $48,062 | $51,951 | $37,500 | 8 | $42,755 | $40,167 | $42,663 |
| 2021 | $577,212 | $64,372 | $44,979 | $32,500 | 7 | — | $56,745 | $40,917 |
| 2020 | $557,820 | $34,790 | $50,744 | $38,700 | 8 | — | $27,823 | $37,148 |
Under IRS private-foundation payout rules, Marguerite Traphagen Foundation reported a distributable amount of $49K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marguerite Traphagen Foundation's 2026 filing lists 3 officers; 1 of 3 officers listed in 2026 is compensated.
Officers on the 2026 filing
Bank Of America N A
Co-Trustee
On filings since 2020
1 hr/week
$9K (2020) → $12K (2026)
Martha Watson
Co-Trustee
On filings since 2020
1 hr/week
$867 (2020) → $0 (2026)
John M. Murphy Jr.
Co-Trustee
On filings since 2023
1 hr/week
No compensation reported
Former officers (1)
- Former: Jacqueline L. Alten (2020–2022) — Co-Trustee
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $12K, to Bank of America N a (Co-Trustee).
Frequently asked questions about Marguerite Traphagen Foundation
How much does Marguerite Traphagen Foundation give each year?
Marguerite Traphagen Foundation gave $33K across 8 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $40K across 8 grants.
What is Marguerite Traphagen Foundation's typical grant size?
Marguerite Traphagen Foundation's median grant in 2026 was $2,250, and its average grant was $4,125, across 8 grants on its 2026 IRS Form 990-PF.
Where does Marguerite Traphagen Foundation give grants?
Marguerite Traphagen Foundation gives mostly in New York: 91% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The next largest state was New Jersey (9%). The most frequent recipient cities were Rochester, NY (5 grants).
Does Marguerite Traphagen Foundation give general operating support?
Yes: 100% of Marguerite Traphagen Foundation's 2026 grants with a stated purpose (8 of 8) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Marguerite Traphagen Foundation's largest grantees?
Marguerite Traphagen Foundation's largest 2026 grantees include Rochester Children's Scholarship Fund ($18,000), Villa of Hope ($3,000) and Catholic Charities Familycommunity Svcs ($3,000), according to its 2026 IRS Form 990-PF. Together they received 73% of its itemized 2026 grant dollars.
How large is Marguerite Traphagen Foundation?
Marguerite Traphagen Foundation reported $552K in total assets on its 2026 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $49K (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.
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 2020–2026.
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 2026 (received by the IRS August 25, 2026)
- IRS filings on file for fiscal years 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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