Robert G and Marguerite M Derx Foundation

Private foundation · Grantmaker Litchfield, CT EIN: 06-6449960

The Robert G and Marguerite M Derx Foundation is a private foundation based in Litchfield, Connecticut. In filing year 2025, it reported giving $273,750 through 14 grants, all to recipients in Connecticut.

Robert G and Marguerite M Derx Foundation at a glance

In short: Robert G and Marguerite M Derx Foundation gave $274K across 14 grants in 2025 (avg $20K), mostly in Connecticut. 29% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$273,750
+2.2% vs 2024
Grants made (2025)
14
+7.7% vs 2024
Average grant
$19,554
-5.1% vs 2024
Median grant
$20,000
Total assets
$5,140,050
+2.3% vs 2024
New grantees (estimate)
29% first-time grantees (4 of 14, 2025; small sample)
Primary geography
Connecticut (100% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Robert G and Marguerite M Derx Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations.

Contact

Mailing address: PO Box 578, Litchfield, CT 06759-0578
Phone: (336) 747-8186

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Robert G and Marguerite M Derx Foundation funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

United Way of Western Connecticut: $30KUnited Way of WesternConnecticut$30KCamella's Cupboard: $25KCamella's Cupboard$25KConnecticut Junior Republic Assoc: $25KConnecticut Junior RepublicAssoc$25KReach Western Connecticut: $25KReach Western Connecticut$25KFood Rescue US: $25KFood Rescue US$25KSustainable Healthy Communities: $24KSustainable HealthyCommunities$24KThe Center for Empowerment: $20KThe Center for Empowerment$20KConnecticut Public Broadcasting Inc: $20KConnecticut PublicBroadcasting Inc$20KHillside Food Outreach: $20KHillside Food Outreach$20KSusan B Anthony Project: $20KSusan B Anthony Project$20K

The largest 2025 recipient was United Way of Western Connecticut ($30K). Together the top 10 received $234K.

Grant Size Distribution

74 grants across all recorded years

74<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 74 grants of 74 (100%).

Geographic Focus

Where this funder awards grants

All grant dollars reported for filing year 2025 went to recipients in Connecticut.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 14 itemized grants.

States

Cities

LitchfieldLitchffieldRoxburyStamfordTorrington

Is Robert G and Marguerite M Derx Foundation open to new grantees?

29%

first-time grantees, 2025

In 2025, 4 of 14 grantees (29%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $20K; repeat grants $20K. How we count

Medians: $22K first-time, $20K repeat.

  • 57% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K17 grants2020 16 grants2021 18 grants2022 13 grants2023 13 grants2024 14 grants2025

From 2020 to 2025, annual grant giving ranged from $250K (2021) to $288K (2022). In 2025 it made 14 grants totaling $274K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
United Way of Western Connecticut Litchfield, CTUnrestricted General$30,000
Camella's Cupboard Litchfield, CTUnrestricted General$25,000
Connecticut Junior Republic Assoc Litchfield, CTUnrestricted General$25,000
Reach Western Connecticut Litchfield, CTUnrestricted General$25,000
Food Rescue US Stamford, CTCharitable$25,000
Sustainable Healthy Communities Litchfield, CTCharitable$23,750
The Center for Empowerment Litchfield, CTUnrestricted General$20,000
Connecticut Public Broadcasting Inc Litchfield, CTCharity$20,000
Hillside Food Outreach Litchfield, CTUnrestricted General$20,000
Susan B Anthony Project Torrington, CTCharitable$20,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$5,140,050$478,126$361,466$273,75014$299,732$412,200$335,942
2024$5,022,364$229,962$353,974$267,77713$289,844$177,049$317,316
2023$5,143,747$686,697$351,047$277,50013$298,059$637,104$278,278
2022$4,811,071$492,589$374,637$288,00018$309,075$440,758$288,428
2021$4,693,887$652,428$333,813$250,00016$272,328$598,676$318,899
2020$4,376,741$604,302$327,942$256,31217—$556,064$266,441

Under IRS private-foundation payout rules, Robert G and Marguerite M Derx Foundation reported a distributable amount of $336K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants include support for organizations working in areas such as food access, education, public broadcasting, and services for survivors of domestic and sexual abuse.

The grantees describe their own work in varied terms. For example, Camellas Cupboard says it distributes healthy food to more than 250 families weekly. Food Rescue US describes its work as coordinating transfers of surplus food to community organizations serving people experiencing food insecurity. The Susan B Anthony Project says it promotes safety, healing, and growth for survivors of domestic and sexual abuse.

Grantmaking

In filing year 2025, the foundation reported 14 grants totaling $273,750. Grants ranged from $5,000 to $30,000, with a median grant of $20,000. Notable grants included $30,000 to United Way of Western Connecticut; $25,000 each to Camella’s Cupboard, Connecticut Junior Republic Association, REACH Western Connecticut, and Food Rescue US; and $23,750 to Sustainable Healthy Communities. Other reported awards included $20,000 each to the Center for Empowerment, Connecticut Public Broadcasting, Hillside Food Outreach, and the Susan B Anthony Project, and $15,000 to Danbury Grassroots Academy. The filing also lists a $10,000 grant to Children’s Center of New Milford; Little Britches Therapeutic Riding reports receiving $10,000 in 2025.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Union Savings Bank, Nanette Falkenberg, and Maura J Garych as co-trustees.

Robert G and Marguerite M Derx Foundation's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Maura J. Garych

    Co-Trustee

    On filings since 2020

    2 hrs/week

    $12K (2020) → $13K (2025)

  • Nanette Falkenberg

    Co-Trustee

    On filings since 2020

    2 hrs/week

    $12K (2020) → $13K (2025)

  • Union Savings Bank

    Co- Trustee

    On filings since 2020

    4 hrs/week

    $41K (2020) → $59K (2025)

Former officers (1)
  • Former: Marie N. W. Cotier (2020–2021) — Co- Trustee

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

Union Savings Bank — Co- Trustee: $59KUnion Savings BankCo- Trustee$59KNanette Falkenberg — Co-Trustee: $13KNanette FalkenbergCo-Trustee$13KMaura J Garych — Co-Trustee: $13KMaura J GarychCo-Trustee$13K

The highest reported compensation on the 2025 filing was $59K, to Union Savings Bank (Co- Trustee). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Robert G and Marguerite M Derx Foundation

How much does Robert G and Marguerite M Derx Foundation give each year?

Robert G and Marguerite M Derx Foundation gave $274K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $268K across 13 grants.

What is Robert G and Marguerite M Derx Foundation's typical grant size?

Robert G and Marguerite M Derx Foundation's median grant in 2025 was $20,000, and its average grant was $19,554, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Robert G and Marguerite M Derx Foundation that year got $20K on average.

Where does Robert G and Marguerite M Derx Foundation give grants?

Robert G and Marguerite M Derx Foundation gives mostly in Connecticut: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Litchfield, CT (11 grants).

Does Robert G and Marguerite M Derx Foundation give general operating support?

Yes: 57% of Robert G and Marguerite M Derx Foundation's 2025 grants with a stated purpose (8 of 14) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Charitable" (4 grants).

Who are Robert G and Marguerite M Derx Foundation's largest grantees?

Robert G and Marguerite M Derx Foundation's largest 2025 grantees include United Way of Western Connecticut ($30,000), Camella's Cupboard ($25,000) and Connecticut Junior Republic Assoc ($25,000), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.

How large is Robert G and Marguerite M Derx Foundation?

Robert G and Marguerite M Derx Foundation reported $5.1M in total assets on its 2025 IRS Form 990-PF. It paid out $300K in qualifying distributions that year, against a required minimum of $336K (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 does Robert G and Marguerite M Derx Foundation fund?

No mission statement for the foundation is provided. Its 2025 grants include support for organizations working in areas such as food access, education, public broadcasting, and services for survivors of domestic and sexual abuse. See mission & focus areas ↑

How do I apply for a grant from Robert G and Marguerite M Derx Foundation?

The foundation does not accept unsolicited requests for funds; it states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Robert G and Marguerite M Derx Foundation's EIN?

Robert G and Marguerite M Derx Foundation's EIN (Employer Identification Number) is 06-6449960. IRS Form 990 filing data is available on this page for 2020–2025.

Does Robert G and Marguerite M Derx Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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 May 10, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)

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Cite this profile

Grantable. (2026). Robert G and Marguerite M Derx Foundation funder profile. GrantGraph. Retrieved October 17, 2026, from https://grantable.co/funders/robert-g-and-marguerite-m-derx-foundation-morg_cb47a0d108814cf0b656841e003c8a6e

BibTeX
@misc{grantable_066449960_2026,
  author       = {{Grantable}},
  title        = {{Robert G and Marguerite M Derx Foundation funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/robert-g-and-marguerite-m-derx-foundation-morg_cb47a0d108814cf0b656841e003c8a6e},
  note         = {Accessed 2026-10-17. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Robert G and Marguerite M Derx Foundation'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.

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