Marietta L Edgerton Memorial Tr

DALLAS, TX EIN: 06-6220267

Marietta L Edgerton Memorial Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 8 grants totaling $86K. Net investment income was $162K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+3.6% YoY

Annual Giving

$86K

+31.9% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$11K

+31.9% YoY

About Marietta L Edgerton Memorial Tr

Based on IRS filings

Marietta L Edgerton Memorial Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 8 grants totaling $86K. Net investment income was $162K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BurlingameHartfordMiddletownNewingtonOklahoma CityWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$112K$223K$335K$447K20202021202220232024
Metric202420232022
Total Assets$1,764,696$1,702,640$1,747,828
Revenue$184,497$52,637$-40,846
Expenses$120,560$97,141$140,692
Qualifying Distributions$97,736$78,398$112,197
Net Investment Income$161,688$28,350$16,621
Distributable Amount$100,669$92,101$94,966

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$51K$76K$102K8 grants20208 grants20218 grants20228 grants20238 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2024

MIDDLESEX HOSPITAL$21KCCMC -CONNECTICUT CHILDR…$21KCIB -CONNECTICUT INSTITU…$21KCOMMUNITY FDN OF MIDDLES…$4KAMERICAN CANCER SOCIETY …$4KSALVATION ARMY$4KAMERICAN HEART ASSOCIATION$4KCONNECTICUT HUMANE SOCIETY$4K

Grant Size Distribution

40 grants across all recorded years

40<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$29K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$29,094

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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