Marguertite R Edwards Scholarship Trust

BIRMINGHAM, AL EIN: 74-6216234

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 grants totaling $36K. Net investment income was $12K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$390K

-8.5% YoY

Annual Giving

$36K

+1.7% YoY

Grant Count

-97.3% YoY

Avg Grant Size

$36K

+3662.1% YoY

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.

About Marguertite R Edwards Scholarship Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $93K (65%)

Alabama $36K (25%)

Pennsylvania $5K (3%)

New York $2K (1%)

California $2K (1%)

New Jersey $1K (1%)

Kansas $750 (1%)

Maryland $750 (1%)

+4 more states

States

Alabama California Connecticut Kansas Kentucky Louisiana Maryland Mississippi New Jersey New York Pennsylvania Texas

Cities

AbileneAlvinArlingtonAustinAustnBeltonBirminghamBrooklynCollege ParkCollege StationCorpus ChristiDallasDentonDodge CityGrove CityHoustonHuntsvilleIthacaJacksonLexington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$389,532	$425,710	$447,811
Revenue	$9,067	$29,936	$13,789
Expenses	$47,380	$52,048	$31,678
Qualifying Distributions	$40,479	$37,293	$24,583
Net Investment Income	$11,632	$18,762	$7,783
Distributable Amount	$27,900	$25,547	$25,285

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Grant Size Distribution

100 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include See Attached ($36,350).

Recipient	Purpose	Amount
SEE ATTACHED BIRMINGHAM, AL	SCHOLARSHIPS	$36,350

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
REGIONS BANK TRUST DEPT	TRUSTEE	1	$7,917

Frequently Asked Questions

How large is Marguertite R Edwards Scholarship Trust?

As of 2025, Marguertite R Edwards Scholarship Trust holds $390K in total assets with $9K in annual revenue. It awarded 1 grants totaling $36K in 2025.

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 size grants does Marguertite R Edwards Scholarship Trust award?

In 2025, Marguertite R Edwards Scholarship Trust awarded 1 grants totaling $36K — an average of about $36K per grant, based on its IRS Form 990 filings.

How much is Marguertite R Edwards Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Marguertite R Edwards Scholarship Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.