Marietta L Edgerton Memorial Tr
Marietta L Edgerton Memorial Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.8M in total assets. In 2025, it awarded 8 grants totaling $93K. Net investment income was $182K.
Marietta L Edgerton Memorial Tr at a glance
In short: Marietta L Edgerton Memorial Tr gave $93K across 8 grants in 2025 (avg $12K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $93,363
- +9.1% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $11,670
- +9.1% vs 2024
- Median grant
- $4,671
- Total assets
- $1,838,966
- +4.2% vs 2024
- Primary geography
- Connecticut (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Marietta L Edgerton Memorial Tr funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Middlesex Hospital ($23K). Together the top 8 received $93K.
Grant Size Distribution
40 grants across all recorded years
The most common grant size was under $50K: 40 grants of 40 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Marietta L Edgerton Memorial Tr gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 99% 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 2025, annual grant giving ranged from $65K (2023) to $102K (2021). In 2025 it made 8 grants totaling $93K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Middlesex Hospital Middletown, CT | Unrestricted General | $23,337 |
| CCMC -Connecticut Children's Medical Ctr Hartford, CT | Unrestricted General | $23,337 |
| CIB -Connecticut Institute for the Blind Hartford, CT | Unrestricted General | $23,337 |
| Community Fdn of Middlesex County Middletown, CT | Unrestricted General | $4,671 |
| American Cancer Society Inc Oklahoma City, OK | Unrestricted General | $4,671 |
| Salvation Army West Nyack, NY | Unrestricted General | $4,671 |
| American Heart Association Burlingame, CA | Unrestricted General | $4,671 |
| Connecticut Humane Society Newington, CT | Unrestricted General | $4,668 |
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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 | $1,838,966 | $204,276 | $130,598 | $93,363 | 8 | $106,221 | $181,988 | $106,994 |
| 2024 | $1,764,696 | $184,497 | $120,560 | $85,598 | 8 | $97,736 | $161,688 | $100,669 |
| 2023 | $1,702,640 | $52,637 | $97,141 | $64,918 | 8 | $78,398 | $28,350 | $92,101 |
| 2022 | $1,747,828 | $-40,846 | $140,692 | $100,763 | 8 | $112,197 | $16,621 | $94,966 |
| 2021 | $1,929,300 | $406,361 | $137,941 | $101,595 | 8 | $114,406 | $382,578 | $107,721 |
| 2020 | $1,657,977 | $141,402 | $105,613 | $67,247 | 8 | — | $123,107 | $91,011 |
Under IRS private-foundation payout rules, Marietta L Edgerton Memorial Tr reported a distributable amount of $107K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marietta L Edgerton Memorial Tr's only listed officer is Bank Of America, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$26K (2020) → $31K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $31K, to Bank of America (Trustee).
Frequently asked questions about Marietta L Edgerton Memorial Tr
How much does Marietta L Edgerton Memorial Tr give each year?
Marietta L Edgerton Memorial Tr gave $93K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $86K across 8 grants.
What is Marietta L Edgerton Memorial Tr's typical grant size?
Marietta L Edgerton Memorial Tr's median grant in 2025 was $4,671, and its average grant was $11,670, across 8 grants on its 2025 IRS Form 990-PF.
Where does Marietta L Edgerton Memorial Tr give grants?
Marietta L Edgerton Memorial Tr gives mostly in Connecticut: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Oklahoma (5%) and New York (5%). The most frequent recipient cities were Hartford, CT (2 grants) and Middletown, CT (2 grants).
Does Marietta L Edgerton Memorial Tr give general operating support?
Yes: 100% of Marietta L Edgerton Memorial Tr's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Marietta L Edgerton Memorial Tr's largest grantees?
Marietta L Edgerton Memorial Tr's largest 2025 grantees include Middlesex Hospital ($23,337), CCMC -Connecticut Children's Medical Ctr ($23,337) and CIB -Connecticut Institute for the Blind ($23,337), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Marietta L Edgerton Memorial Tr?
Marietta L Edgerton Memorial Tr reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $107K (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 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 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work Marietta L Edgerton Memorial Tr funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Marietta L Edgerton Memorial Tr's focus areas in our free grants database
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