Scott & Margy Trumbull Family Foundation
The Scott & Margy Trumbull Family Foundation is a private foundation based in Ottawa Hills, Ohio. It makes contributions to charitable organizations it has preselected and does not accept unsolicited requests for funds.
Key facts about Scott & Margy Trumbull Family Foundation
In short: Scott & Margy Trumbull Family Foundation gave $311K across 19 grants in 2024 (avg $16K), mostly in Ohio. 5% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 45-4039439
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $310,500
- Grants made (2024)
- 19
- Average grant
- $16,342
- Median grant
- $5,000
- New grantees (estimate)
- 5% first-time grantees (1 of 19, 2024; small sample)
- Total assets
- $278,440
- Primary geography
- Ohio (64% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$278K
-43.7% YoY
Annual Giving
$311K
+50.0% YoY
Grant Count
19
-13.6% YoY
Avg Grant Size
$16K
+73.7% YoY
Under IRS private-foundation payout rules, Scott & Margy Trumbull Family Foundation reported a distributable amount of $26K for 2024 — the minimum it must pay out in qualifying distributions.
Is Scott & Margy Trumbull Family Foundation open to new grantees?
5%
first-time grantees, 2024
In 2024, 1 of 19 grantees (5%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $17K. How we count
Medians: $2K first-time, $7K repeat.
- 79% of 2024 grantees were also funded in 2023. Method
- Giving grew 76% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s own mission is not stated in the available information. Its 2024 grants included support for universities, an art museum, a cancer center, a grief-support organization, a bird observatory, a school, and a country club. For example, the Toledo Museum of Art describes its work as offering free admission to its collection and providing education programs, while Good Grief of Northwest Ohio describes its work as providing grief education and peer support for children, teens, and young adults.
Grantmaking
In 2024, the foundation gave $310,500 through 19 grants. Grant amounts ranged from $1,500 to $118,000, with a median of $5,000. Its largest grants included $118,000 to Denison University, $50,000 to Lawrence University, $45,000 to the Toledo Museum of Art, and $20,000 to the ProMedica Foundation YWCA Capital Campaign. Each of these grants was listed for general support. Other 2024 recipients included the African Wildlife Conservation Fund ($10,000), Daycroft School ($10,000), Memorial Sloan Kettering Cancer Center ($10,000), and Good Grief of Northwest Ohio ($8,000).
How to Apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Scott & Margy Trumbull Family Foundation?
Geographic Focus
Where this funder awards grants
In 2024, 64% of grant dollars went to recipients in Ohio, 16% to Wisconsin, 6% to Michigan, 3% to Florida, and 3% to New York. The listed grants also included a recipient in Illinois and one in Indiana.
Grant Distribution by State
Share of 2024 grant dollars across all 19 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $166K (2020) to $311K (2024). In 2024 it made 19 grants totaling $311K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Denison University ($118K). Together the top 10 received $286K.
Grant Size Distribution
113 grants across all recorded years
The most common grant size was under $50K: 106 grants of 113 (94%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Denison University Granville, OH | General Support | $118,000 |
| Lawrence University Appleton, WI | General Support | $50,000 |
| Toledo Museum of Art Toledo, OH | General Support | $45,000 |
| Promedica Foundation YWCA Capital Campaign Toledo, OH | General Support | $20,000 |
| African Wildlife Conservation Fund Fort Lauderdale, FL | General Support | $10,000 |
| Daycroft School Ann Arbor, MI | General Support | $10,000 |
| Memorial Sloan Kettering Cancer Center New York, NY | General Support | $10,000 |
| North Shore Country Club Glenview, IL | General Support | $10,000 |
| Good Grief of NW Ohio Toledo, OH | General Support | $8,000 |
| Black Swamp Bird Observatory Oak Harbor, OH | General Support | $5,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grant total | Number of grants |
|---|---|---|
| 2024 | $310,500 | 19 |
| 2023 | $207,000 | 22 |
| 2022 | $222,625 | 24 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $278,440 | $494,192 | $494,694 |
| Revenue | $98,126 | $214,922 | $136,786 |
| Expenses | $314,062 | $215,186 | $228,980 |
| Qualifying Distributions | $311,425 | $210,045 | $224,800 |
| Net Investment Income | $95,289 | $126,431 | $38,357 |
| Distributable Amount | $25,551 | $27,713 | $30,294 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 28, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 16, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 7, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 21, 2025)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Margaret U. Trumbull as president, vice president, and secretary. Frank D. Jacobs and Mark H. Boss are listed as assistant secretaries.
Scott & Margy Trumbull Family Foundation is led by Margaret U. Trumbull, President, Vice President & Secretary since 2020 (on filings since 2019); none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Margaret U. Trumbull
President, Vice President & Secretary
Vice President & Secretary → President, Vice President & Secretary, 2020
On filings since 2019
0.1 hrs/week
No compensation reported
Frank D. Jacobs
Assistant Secretary
On filings since 2019
0.1 hrs/week
No compensation reported
Mark H. Boss
Assistant Secretary
On filings since 2019
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: R. Scott Trumbull (2019–2020) — President & Treasurer
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 2567 Olde Brookeside Rd, Ottawa Hills, OH 43615
Phone: (419) 536-9903
Frequently asked questions about Scott & Margy Trumbull Family Foundation
How much does Scott & Margy Trumbull Family Foundation give each year?
Scott & Margy Trumbull Family Foundation gave $311K across 19 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $207K across 22 grants.
What is Scott & Margy Trumbull Family Foundation's typical grant size?
Scott & Margy Trumbull Family Foundation's median grant in 2024 was $5,000, and its average grant was $16,342, across 19 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Scott & Margy Trumbull Family Foundation that year got $2K on average.
Where does Scott & Margy Trumbull Family Foundation give grants?
Scott & Margy Trumbull Family Foundation gives mostly in Ohio: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Wisconsin (16%) and Michigan (6%). The most frequent recipient cities were Toledo, OH (3 grants), Ann Arbor, MI (3 grants) and Falls Church, VA (2 grants).
Does Scott & Margy Trumbull Family Foundation give general operating support?
Yes: 100% of Scott & Margy Trumbull Family Foundation's 2024 grants with a stated purpose (19 of 19) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Scott & Margy Trumbull Family Foundation's largest grantees?
Scott & Margy Trumbull Family Foundation's largest 2024 grantees include Denison University ($118,000), Lawrence University ($50,000) and Toledo Museum of Art ($45,000), according to its 2024 IRS Form 990-PF. Together they received 69% of its itemized 2024 grant dollars.
How large is Scott & Margy Trumbull Family Foundation?
Scott & Margy Trumbull Family Foundation reported $278K in total assets on its 2024 IRS Form 990-PF. It paid out $311K in qualifying distributions that year, against a required minimum of $26K (roughly 5% of its investment assets).
What does Scott & Margy Trumbull Family Foundation fund?
The foundation’s own mission is not stated in the available information. Its 2024 grants included support for universities, an art museum, a cancer center, a grief-support organization, a bird observatory, a school, and a country club. See mission & focus areas ↑
How do I apply for a grant from Scott & Margy Trumbull Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Scott & Margy Trumbull Family Foundation's EIN?
Scott & Margy Trumbull Family Foundation's EIN (Employer Identification Number) is 45-4039439. IRS Form 990 filing data is available on this page for 2019–2024.
Does Scott & Margy Trumbull Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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