The Edgerly Foundation Ud Trust Dtd

CHICAGO, IL EIN: 04-3165980

The Edgerly Foundation Ud Trust Dtd is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $170K in total assets. In 2024, it made $2K in qualifying distributions. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$170K

+8.4% YoY

Revenue

$18K

+450.8% YoY

Qualifying Distributions

$2K

-86.7% YoY

Expenses

$4K

-81.9% YoY

Under IRS private-foundation payout rules, The Edgerly Foundation Ud Trust Dtd reported a distributable amount of $8K for 2024 — the minimum it must pay out in qualifying distributions.

About The Edgerly Foundation Ud Trust Dtd

Based on IRS filings

The Edgerly Foundation Ud Trust Dtd is a private foundation, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $170K in total assets. In 2024, it made $2K in qualifying distributions. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

BostonCambridgeHudsonLeesburgOcean ParkRestonSpringfieldWashingtonWoburnWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$97K$194K$291K$388K20202021202220232024
Metric202420232022
Total Assets$169,553$156,382$174,261
Revenue$17,555$3,187$353,029
Expenses$3,817$21,044$111,356
Qualifying Distributions$2,256$16,969$109,866
Net Investment Income$15,994$3,908$142,363
Distributable Amount$7,912$7,711$6,269

Giving Over Time

Total grant dollars and number of grants per year

$0$41K$82K$123K$164K24 grants202023 grants202125 grants20223 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

75 grants across all recorded years

72<$50K3$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$1K

From 2024 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$1,228
EDWARD P LAWRENCETRUSTEE2
WILLIAM S EDGERLYTRUSTEE2
LOIS STILES EDGERLYTRUSTEE2

Frequently Asked Questions

How large is The Edgerly Foundation Ud Trust Dtd?

As of 2024, The Edgerly Foundation Ud Trust Dtd holds $170K in total assets with $18K in annual revenue.

Where does The Edgerly Foundation Ud Trust Dtd operate?

The Edgerly Foundation Ud Trust Dtd has awarded grants in District of Columbia, Massachusetts, Maine, Virginia.

How much is The Edgerly Foundation Ud Trust Dtd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Edgerly Foundation Ud Trust Dtd reported a distributable amount of $8K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Edgerly Foundation Ud Trust Dtd's EIN?

The Edgerly Foundation Ud Trust Dtd's EIN (Employer Identification Number) is 04-3165980. IRS Form 990 filing data is available on this page for 2020–2024.

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

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