Robert J Edwards Trust
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
Under IRS private-foundation payout rules, Robert J Edwards Trust reported a distributable amount of $29K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Ready to take the next step with Robert J Edwards Trust?
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 | $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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Town of Southbridge ($25,792).
| Recipient | Purpose | Amount |
|---|---|---|
| TOWN OF SOUTHBRIDGE SOUTHBRIDGE, MA | UNRESTRICTED GENERAL | $25,792 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $6,711 |
Frequently Asked Questions
How large is Robert J Edwards Trust?
As of 2024, Robert J Edwards Trust holds $520K in total assets with $54K in annual revenue. It awarded 1 grants totaling $26K in 2024.
Where does Robert J Edwards Trust operate?
Robert J Edwards Trust has awarded grants in Massachusetts.
What size grants does Robert J Edwards Trust award?
In 2024, Robert J Edwards Trust awarded 1 grants totaling $26K — an average of about $26K per grant, based on its IRS Form 990 filings.
How much is Robert J Edwards Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert J Edwards Trust reported a distributable amount of $29K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert J Edwards Trust's EIN?
Robert J Edwards Trust's EIN (Employer Identification Number) is 04-6024391. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Robert J Edwards Trust'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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