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
Under IRS private-foundation payout rules, Marietta L Edgerton Memorial Tr reported a distributable amount of $101K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
Grant Size Distribution
40 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Middlesex Hospital ($21,397), Ccmc -connecticut Children's Medical Ctr ($21,397), Cib -connecticut Institute for the Blind ($21,397).
| Recipient | Purpose | Amount |
|---|---|---|
| MIDDLESEX HOSPITAL MIDDLETOWN, CT | UNRESTRICTED GENERAL | $21,397 |
| CCMC -CONNECTICUT CHILDREN'S MEDICAL CTR HARTFORD, CT | UNRESTRICTED GENERAL | $21,397 |
| CONNECTICUT HUMANE SOCIETY NEWINGTON, CT | UNRESTRICTED GENERAL | $4,279 |
| CIB -CONNECTICUT INSTITUTE FOR THE BLIND HARTFORD, CT | UNRESTRICTED GENERAL | $21,397 |
| COMMUNITY FDN OF MIDDLESEX COUNTY MIDDLETOWN, CT | UNRESTRICTED GENERAL | $4,282 |
| AMERICAN CANCER SOCIETY INC OKLAHOMA CITY, OK | UNRESTRICTED GENERAL | $4,282 |
| SALVATION ARMY WEST NYACK, NY | UNRESTRICTED GENERAL | $4,282 |
| AMERICAN HEART ASSOCIATION BURLINGAME, CA | UNRESTRICTED GENERAL | $4,282 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $29,094 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marietta L Edgerton Memorial Tr?
Marietta L Edgerton Memorial Tr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.8M in total assets as of 2024.
How large is Marietta L Edgerton Memorial Tr?
As of 2024, Marietta L Edgerton Memorial Tr holds $1.8M in total assets with $184K in annual revenue. It awarded 8 grants totaling $86K in 2024.
Where does Marietta L Edgerton Memorial Tr operate?
Marietta L Edgerton Memorial Tr has awarded grants in California, Connecticut, New York, Oklahoma.
What size grants does Marietta L Edgerton Memorial Tr award?
In 2024, Marietta L Edgerton Memorial Tr awarded 8 grants totaling $86K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Marietta L Edgerton Memorial Tr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marietta L Edgerton Memorial Tr reported a distributable amount of $101K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marietta L Edgerton Memorial Tr's EIN?
Marietta L Edgerton Memorial Tr's EIN (Employer Identification Number) is 06-6220267. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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