Marguertite R Edwards Scholarship Trust
Marguertite R Edwards Scholarship Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $390K in total assets. In 2025, it awarded 1 grant totaling $36K. Net investment income was $12K.
Marguertite R Edwards Scholarship Trust at a glance
In short: Marguertite R Edwards Scholarship Trust gave $36K across 1 grant in 2025 (avg $36K), mostly in Alabama. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $36,350
- +1.7% vs 2024
- Grants made (2025)
- 1
- -97.3% vs 2024
- Average grant
- $36,350
- +3662.1% vs 2024
- Median grant
- $36,350
- Total assets
- $389,532
- -8.5% vs 2024
- Primary geography
- Alabama (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 Marguertite R Edwards Scholarship Trust funds
How this funder distributes its grants
Grant Size Distribution
100 grants across all recorded years
The most common grant size was under $50K: 100 grants of 100 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Marguertite R Edwards Scholarship Trust gives
- Giving grew 42% from 2022 to 2025. Method
- In 2025 it paid out 145% 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
From 2021 to 2025, annual grant giving ranged from $22K (2021) to $36K (2025). In 2025 it made 1 grant totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $36,350 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $389,532 | $9,067 | $47,380 | $36,350 | 1 | $40,479 | $11,632 | $27,900 |
| 2024 | $425,710 | $29,936 | $52,048 | $35,750 | 37 | $37,293 | $18,762 | $25,547 |
| 2023 | $447,811 | $13,789 | $31,678 | $23,500 | 26 | $24,583 | $7,783 | $25,285 |
| 2022 | $465,633 | $34,223 | $36,106 | $25,550 | 26 | $27,342 | $26,224 | $28,740 |
| 2021 | $467,496 | $35,481 | $34,023 | $21,750 | 10 | — | $27,388 | $29,747 |
Under IRS private-foundation payout rules, Marguertite R Edwards Scholarship Trust reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marguertite R Edwards Scholarship Trust's only listed officer is Regions Bank Trust Dept, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Regions Bank Trust Dept
Trustee
New on the 2025 filing
1 hr/week
$8K (2025)
Former officers (1)
- Former: Regions Bank (2021–2024) — 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
The highest reported compensation on the 2025 filing was $8K, to Regions Bank Trust Dept (Trustee).
Frequently asked questions about Marguertite R Edwards Scholarship Trust
How much does Marguertite R Edwards Scholarship Trust give each year?
Marguertite R Edwards Scholarship Trust gave $36K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $36K across 37 grants.
How large is Marguertite R Edwards Scholarship Trust?
Marguertite R Edwards Scholarship Trust reported $390K in total assets on its 2025 IRS Form 990-PF. It paid out $40K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
Where does Marguertite R Edwards Scholarship Trust operate?
Marguertite R Edwards Scholarship Trust has awarded grants in Alabama, California, Connecticut, Kansas, Kentucky, Louisiana, Maryland, Mississippi, New Jersey, New York, Pennsylvania, Texas.
What is Marguertite R Edwards Scholarship Trust's EIN?
Marguertite R Edwards Scholarship Trust's EIN (Employer Identification Number) is 74-6216234. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 2, 2025)
- IRS filings on file for fiscal years 2021–2025
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