Robert G and Marguerite M Derx Foundation

Foundation · Grantmaker Litchfield, CT EIN: 06-6449960

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 2025. As of 2025, the organization holds $5.1M in total assets. In 2025, it awarded 14 grants totaling $274K. Net investment income was $412K.

Key facts about Robert G and Marguerite M Derx Foundation

In short: Robert G and Marguerite M Derx Foundation gave $274K across 14 grants in 2025 (avg $20K), mostly in Connecticut. 36% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
06-6449960
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$273,750
Grants made (2025)
14
Average grant
$19,554
Median grant
$20,000
New grantees (estimate)
36% first-time grantees (5 of 14, 2025)
Total assets
$5,140,050
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.1M

+2.3% YoY

Annual Giving

$274K

+2.2% YoY

Grant Count

14

+7.7% YoY

Avg Grant Size

$20K

-5.1% YoY

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.

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

36%

first-time grantees, 2025

In 2025, 5 of 14 grantees (36%) were first-time recipients. First grants averaged $20K; repeat grants $19K. How we count

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

  • 50% 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.

Your AI grants department

Ready to take the next step with Robert G and Marguerite M Derx Foundation?

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

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 14 itemized 2025 grant dollars.

States

Cities

LitchfieldLitchffieldRoxburyStamfordTorrington

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K17 grants202016 grants202118 grants202213 grants202313 grants202414 grants2025

Grant Insights

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

Grant Size Distribution

74 grants across all recorded years

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

Giving History

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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K202020212022202320242025
Metric202520242023
Total Assets$5,140,050$5,022,364$5,143,747
Revenue$478,126$229,962$686,697
Expenses$361,466$353,974$351,047
Qualifying Distributions$299,732$289,844$298,059
Net Investment Income$412,200$177,049$637,104
Distributable Amount$335,942$317,316$278,278

Data update history

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. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
  7. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  8. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
  9. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  10. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  11. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  12. Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)

Leadership & Key People

Officers and directors from IRS filings

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

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).

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 $5.1M in total assets as of 2025.

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Your AI grants department

Here's the math on researching Robert G and Marguerite M Derx Foundation by hand.

Explore Open Grants

Browse active grant opportunities in Robert G and Marguerite M Derx Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Union Savings Bank Foundation Inc

Danbury, CT

Union Savings Bank Foundation supports nonprofits serving the communities served by the bank, with grants for education and literacy, youth programs, arts, health and wellness, mentorship, and food assistance. Its 2025 grants ranged from $25 to $25,400, with a median of $4,000, and primarily supported Connecticut organizations. Applications are available through the bank and may be emailed or mailed; the 2025 application period was June 1–August 31.

Philanthropy, Voluntarism & Grantmaking

Assets

$14.1M

Grants

145

Total Given

$718K

Savings Bank of Danbury Foundation Inc

Danbury, CT

The foundation funds qualifying 501(c)(3) organizations in education, community and economic development, health and human services, and arts and culture, serving listed Connecticut communities including Danbury, Waterbury, Norwalk, and Stamford. Grants generally range from $1,000 to $10,000; in 2024, the median award was $2,500. An application is available upon request, and the foundation says it does not limit giving to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.4M

Grants

113

Total Given

$301K

The Connecticut Community Foundation

Waterbury, CT

The Connecticut Community Foundation funds nonprofits and fiscally sponsored charitable programs in arts and culture, equity and opportunity, health and environmental justice, older adults, grassroots leadership, and nonprofit strengthening across 21 towns in Greater Waterbury and the Litchfield Hills. Its 2024 grants had a median of about $13,000 and ranged from about $5,000 to $659,000. The profile does not state whether it accepts unsolicited requests.

Assets

$175.5M

Grants

216

Total Given

$6.1M

The Scripps Family Fund for Education

Ft Mitchell, KY

The Scripps Family Fund for Education and the Arts supports educational, enrichment, and arts-related opportunities—especially for economically disadvantaged people, from infants through young adults—and funds new initiatives, program expansion, and capacity building. Its 2025 grants ranged from $138 to $200,000, with a median of $10,000; it primarily funded organizations in Connecticut, with grants also reaching New York and other states. Funding is invitation-only, and the fund does not accept unsolicited requests.

Assets

—

Grants

256

Total Given

$3.4M

Fairfield County's Community Foundation

Norwalk, CT

Fairfield County's Community Foundation, one of Connecticut's largest, partners with nonprofits, businesses, and community members to advance equity and opportunity across Fairfield County. The foundation awards strategic grants ranging from $5,000 to $50,000, with recent annual giving around $24.5 million, focusing on youth education, income building, housing, women's health, and civic engagement. Based in Norwalk, it serves the greater Fairfield County region and emphasizes trust-based grantmaking with simplified applications and unrestricted funding.

Philanthropy, Voluntarism & Grantmaking

Assets

$291.4M

Grants

448

Total Given

$25.7M

Patrick Foundation

Wilmington, DE

Assets

$1.1M

Grants

21

Total Given

$128K

Element Solutions Foundation Inc

Miami Beach, FL

Element Solutions Foundation supports organizations working in children’s relief and development, the environment, youth programs, health, and clean water, among other charitable areas. Its 2024 grants ranged from $500 to $81,845, with a median of $5,000, and went to organizations in Florida, New York, Connecticut, other states, and abroad. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.5M

Grants

68

Total Given

$779K

TW Marian W Ottley-Watertown

Saint Louis, MO

The foundation supports organizations in the arts, history, education, community health, youth development, and human services, primarily in Connecticut, with some giving in South Carolina and New Jersey. Its 2025 grants ranged from $8,500 to $200,000, with a median of $26,000. It accepts applications by letter, with no stated deadline.

Assets

$15.1M

Grants

19

Total Given

$1.1M

Konstantin Family Foundation

Wilmington, DE

The foundation supports organizations addressing food insecurity, homelessness, family services, education, and mental health, with most funding going to Connecticut. Its 2025 grants ranged from $200 to $2,000, with a median of $350. It funds only preselected charities and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$80K

Grants

59

Total Given

$29K

Albert and Helen Meserve Mem Fund

Saint Louis, MO

The fund supports public, charitable, and educational projects and 501(c)(3) organizations serving the Greater Danbury area of Fairfield County, Connecticut, across areas including education, health, arts, human services, and the environment. In 2025, grants ranged from $1,750 to $20,000, with a median of $3,000; its listed grant program offers awards up to $6,000. It accepts online applications, with an annual October 15 deadline.

Assets

—

Grants

48

Total Given

$215K

Ge Aerospace Foundation

Norwalk, CT

The GE Aerospace Foundation, launched in 2024, supports engineering education and STEM development, workforce training, and disaster relief in communities where GE Aerospace employees live and work globally. Grant sizes range from $25 to over $1 million depending on the program, with the foundation committing $22 million in new programming through 2030. The foundation operates on an invitation-only basis and does not accept unsolicited proposals, with geographic focus concentrated in employee communities across the United States and internationally.

Assets

$22.5M

Grants

2,467

Total Given

$15.3M

The Pfizer Foundation Inc

New York, NY

The Pfizer Foundation promotes access to quality healthcare, nurtures health innovation, and supports community involvement globally, with particular focus on vaccine-preventable illness, women's health, and strengthening health systems in lower-income countries. Grant sizes range from $1,000 through employee volunteer matching to multi-million dollar global health innovation grants, with recent awards exceeding $4 million. The foundation funds organizations internationally, with emphasis on sub-Saharan Africa and the United States, and actively supports Pfizer employee volunteer initiatives and matching gift programs.

Assets

$255.3M

Grants

9,306

Total Given

$23.2M

More Funders in Connecticut

Robert G and Marguerite M Derx Foundation down — hundreds of funders to go?

Want AI to do this for you?