Marion Nine Charitable Trust

Private foundation · Grantmaker Saint Louis, MO EIN: 94-6307607

Marion Nine Charitable Trust is a private foundation, based in Saint Louis, MO. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $171K in total assets. In 2025, it awarded 5 grants totaling $9K. Net investment income was $6K.

Marion Nine Charitable Trust at a glance

In short: Marion Nine Charitable Trust gave $9K across 5 grants in 2025 (avg $2K), mostly in Colorado. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$9,000
+66.7% vs 2024
Grants made (2025)
5
+0.0% vs 2024
Average grant
$1,800
+66.7% vs 2024
Median grant
$450
Total assets
$171,110
-2.9% vs 2024
Primary geography
Colorado (75% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

How to apply to Marion Nine Charitable Trust

Who Marion Nine Charitable Trust funds

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Morgan Adams Foundation: $7KMorgan Adams Foundation$7KUniversity of Laverne: $900University of Laverne$900Church of the Brethren: $450Church of the Brethren$450Marjaree Mason Center Inc: $450Marjaree Mason Center Inc$450Pacific Southwest District Church: $450Pacific Southwest DistrictChurch$450

The largest 2025 recipient was Morgan Adams Foundation ($7K). Together the top 5 received $9K.

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 25 grants of 25 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2025 grant dollars across all 5 itemized grants.

Cities

La VerneElginFresnoGlendoraDenverSan DiegoClovisDel Mar

How Marion Nine Charitable Trust gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 103% 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

$0$2.5K$5K$7.5K$10K6 grants2020 5 grants2021 5 grants2022 5 grants2023 5 grants2024 5 grants2025

From 2020 to 2025, annual grant giving ranged from $5K (2024) to $9K (2025). In 2025 it made 5 grants totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Morgan Adams Foundation Denver, COGeneral Operating$6,750
University of Laverne La Verne, CAScholarship$900
Church of the Brethren Elgin, ILGeneral Operating$450
Marjaree Mason Center Inc Fresno, CAGeneral Operating$450
Pacific Southwest District Church Glendora, CAGeneral Operating$450
Your AI grants department

Ready to take the next step with Marion Nine Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$171,110$9,210$14,425$9,0005$11,322$6,193$10,983
2024$176,276$8,878$10,375$5,4005$7,570$6,203$10,285
2023$177,700$8,825$11,487$7,1505$9,015$6,097$9,403
2022$180,399$2,434$13,815$9,0005$10,856$3,104$10,036
2021$191,787$28,008$21,538$8,5505$17,976$24,987$11,317
2020$185,324$28,349$12,788$8,3006—$25,186$9,860

Under IRS private-foundation payout rules, Marion Nine Charitable Trust reported a distributable amount of $11K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Marion Nine Charitable Trust's only listed officer is Wells Fargo Bank N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Wells Fargo Bank N A

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $4K (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

Wells Fargo Bank N a — Trustee: $4KWells Fargo Bank N aTrustee$4K

The highest reported compensation on the 2025 filing was $4K, to Wells Fargo Bank N a (Trustee).

Frequently asked questions about Marion Nine Charitable Trust

How much does Marion Nine Charitable Trust give each year?

Marion Nine Charitable Trust gave $9K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 5 grants.

What is Marion Nine Charitable Trust's typical grant size?

Marion Nine Charitable Trust's median grant in 2025 was $450, and its average grant was $1,800, across 5 grants on its 2025 IRS Form 990-PF.

Where does Marion Nine Charitable Trust give grants?

Marion Nine Charitable Trust gives mostly in Colorado: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (20%) and Illinois (5%).

Does Marion Nine Charitable Trust give general operating support?

Yes: 80% of Marion Nine Charitable Trust's 2025 grants with a stated purpose (4 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Marion Nine Charitable Trust's largest grantees?

Marion Nine Charitable Trust's largest 2025 grantees include Morgan Adams Foundation ($6,750), University of Laverne ($900) and Church of the Brethren ($450), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.

How large is Marion Nine Charitable Trust?

Marion Nine Charitable Trust reported $171K in total assets on its 2025 IRS Form 990-PF. It paid out $11K in qualifying distributions that year, against a required minimum of $11K (roughly 5% of its investment assets).

What is Marion Nine Charitable Trust's EIN?

Marion Nine Charitable Trust's EIN (Employer Identification Number) is 94-6307607. 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

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 6, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 9, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 6, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)

Explore Open Grants

Browse active grant opportunities in Marion Nine Charitable Trust's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Missouri

Sieg & Doris Fischer FDN-AGY-MAIN

Fresno, CA

The Sieg & Doris Fischer Foundation supports California charitable organizations, including groups serving youth, veterans, people affected by domestic violence or trafficking, and people of all abilities. In 2025, its 38 grants ranged from $2,500 to $50,000, with a median of $14,000; it funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$20.6M

Grants

38

Total Given

$600K

Cele H & William B Rubin Family Fund

Wellesley Hills, MA

The CELE H & William B. Rubin Family Fund supports a range of charitable organizations, with most 2024 grant dollars going to Massachusetts recipients and much of the remainder to Illinois. It awarded 65 grants totaling about $6.0 million in 2024; grants ranged from $250 to $1.17 million, with a median of $6,480. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$34.6M

Grants

65

Total Given

$6.0M

California Healthcare Foundation

Oakland, CA

The California Health Care Foundation funds California-focused projects that improve health care for people with low incomes and communities underserved by the system, including work on access, behavioral health, health equity, research, and policy. Its 2025 grants ranged from $5,200 to $4.1 million, with a median of $50,000. It accepts unsolicited requests by letter of inquiry, though most grants are solicited or made through competitive requests for proposals.

Assets

$765.4M

Grants

321

Total Given

$39.7M

Carl and Lulu Mitchell Family Foundation

Clovis, CA

The foundation supports health, social services, disability, and community needs, with most of its 2024 giving going to California organizations. Grants ranged from $3,000 to $501,000, with a median of $100,000. It accepts unsolicited requests by letter to Carl Mitchell; no deadline is listed.

Assets

$9.8M

Grants

11

Total Given

$1.0M

Allison and Robert Price Family

La Jolla, CA

The Allison and Robert Price Family Foundation supports charitable organizations, with recent grants for wildfire relief and Parkinson’s research; its 2025 grants ranged from $250 to $5,000. Most 2025 funding went to California recipients, with a small share going to Maryland, and it accepts only requests from preselected organizations—not unsolicited requests.

Assets

$105K

Grants

2

Total Given

$5K

Resnick Foundation

Los Angeles, CA

The Resnick Foundation supports a broad range of charitable organizations, including universities, cultural institutions, community foundations, and public-safety groups, with most of its 2025 grant dollars going to California. Grants ranged from $1,076 to $20.2 million, with a median of $25,000. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$14.9M

Grants

152

Total Given

$78.3M

More similar funders

More Funders in Missouri

The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Marion Nine Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

Marion Nine Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?