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 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.
Ready to take the next step with Robert G and Marguerite M Derx Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 14 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
74 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED WAY OF WESTERN CONNECTICUT Litchfield, CT | UNRESTRICTED GENERAL | $30,000 |
| CAMELLA'S CUPBOARD Litchfield, CT | UNRESTRICTED GENERAL | $25,000 |
| CONNECTICUT JUNIOR REPUBLIC ASSOC Litchfield, CT | UNRESTRICTED GENERAL | $25,000 |
| REACH WESTERN CONNECTICUT Litchfield, CT | UNRESTRICTED GENERAL | $25,000 |
| Food Rescue US Stamford, CT | CHARITABLE | $25,000 |
| Sustainable Healthy Communities Litchfield, CT | CHARITABLE | $23,750 |
| THE CENTER FOR EMPOWERMENT Litchfield, CT | UNRESTRICTED GENERAL | $20,000 |
| CONNECTICUT PUBLIC BROADCASTING INC Litchfield, CT | CHARITY | $20,000 |
| Hillside Food Outreach Litchfield, CT | UNRESTRICTED GENERAL | $20,000 |
| Susan B Anthony Project Torrington, CT | CHARITABLE | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
- 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
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.
Here's the math on researching Robert G and Marguerite M Derx Foundation by hand.
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