Robert G and Marguerite M Derx Foundation
Robert G and Marguerite M Derx Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LITCHFIELD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 13 grants totaling $268K. Net investment income was $177K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.0M
-2.4% YoY
Annual Giving
$268K
-3.5% YoY
Grant Count
13
+0.0% YoY
Avg Grant Size
$21K
-3.5% YoY
Under IRS private-foundation payout rules, Robert G and Marguerite M Derx Foundation reported a distributable amount of $317K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert G and Marguerite M Derx Foundation
Based on IRS filings
Robert G and Marguerite M Derx Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LITCHFIELD, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.0M in total assets. In 2024, it awarded 13 grants totaling $268K. Net investment income was $177K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,022,364 | $5,143,747 | $4,811,071 |
| Revenue | $229,962 | $686,697 | $492,589 |
| Expenses | $353,974 | $351,047 | $374,637 |
| Qualifying Distributions | $289,844 | $298,059 | $309,075 |
| Net Investment Income | $177,049 | $637,104 | $440,758 |
| Distributable Amount | $317,316 | $278,278 | $288,428 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
77 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Camella's Cupboard ($30,000), Connecticut Junior Republic Assoc ($30,000), Hillside Food Outreachgeneral Support ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE CENTER FOR EMPOWERMENT Litchfield, CT | UNRESTRICTED GENERAL | $22,000 |
| ANN'S PLACE INC Litchfield, CT | UNRESTRICTED GENERAL | $5,000 |
| CAMELLA'S CUPBOARD Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| FOUNDANT TECHNOLOGIES INC Litchfield, CT | UNRESTRICTED GENERAL | $7,777 |
| CONNECTICUT JUNIOR REPUBLIC ASSOC Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| HILLSIDE FOOD OUTREACHGENERAL SUPPORT Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| FRIENDS IN SERVICE TO HUMANITY Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| REACH WESTERN CONNECTICUT Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| UNITED WAY OF WESTERN CONNECTICUT Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| Danbury Grassroots Academy Litchfield, CT | UNRESTRICTED GENERAL | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| UNION SAVINGS BANK | CO- TRUSTEE | 4 | $48,311 |
| NANETTE FALKENBERG | CO-TRUSTEE | 2 | $12,000 |
| MAURA J GARYCH | CO-TRUSTEE | 2 | $12,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert G and Marguerite M Derx Foundation?
Robert G and Marguerite M Derx Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LITCHFIELD, CT. It holds $5.0M in total assets as of 2024.
How large is Robert G and Marguerite M Derx Foundation?
As of 2024, Robert G and Marguerite M Derx Foundation holds $5.0M in total assets with $230K in annual revenue. It awarded 13 grants totaling $268K in 2024.
Where does Robert G and Marguerite M Derx Foundation operate?
Robert G and Marguerite M Derx Foundation has awarded grants in Connecticut.
What size grants does Robert G and Marguerite M Derx Foundation award?
In 2024, Robert G and Marguerite M Derx Foundation awarded 13 grants totaling $268K — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Robert G and Marguerite M Derx Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert G and Marguerite M Derx Foundation reported a distributable amount of $317K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert G and Marguerite M Derx Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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