Robert J Edwards Trust

DALLAS, TX EIN: 04-6024391

Robert J Edwards Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $520K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$520K

+3.8% YoY

Annual Giving

$26K

+37.0% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$26K

+37.0% YoY

About Robert J Edwards Trust

Based on IRS filings

Robert J Edwards Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $520K in total assets. In 2024, it awarded 1 grants totaling $26K. Net investment income was $48K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Southbridge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$63K$95K$126K20202021202220232024
Metric202420232022
Total Assets$520,415$501,311$511,549
Revenue$54,402$16,811$-12,007
Expenses$34,764$26,867$40,832
Qualifying Distributions$29,011$21,786$32,179
Net Investment Income$48,292$8,659$5,146
Distributable Amount$29,256$26,633$27,344

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$15K$22K$29K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

TOWN OF SOUTHBRIDGE$26K

Grant Size Distribution

5 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$7K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$6,711

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

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