The Edgerly Foundation Ud Trust Dtd
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.
Key facts about The Edgerly Foundation Ud Trust Dtd
- EIN
- 04-3165980
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $169,553
Data from IRS Form 990-PF, 2024; updated September 2026.
How The Edgerly Foundation Ud Trust Dtd gives
- Giving fell 91% from 2020 to 2023. Method
- In 2024 it paid out 29% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Next steps with The Edgerly Foundation Ud Trust Dtd
- How to evaluate The Edgerly Foundation Ud Trust Dtd as a funder
Our grant prospecting guide: read the 990-PF, check fit, and decide whether to apply.
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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.
Ready to take the next step with The Edgerly Foundation Ud Trust Dtd?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
75 grants across all recorded years
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
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Northern Trust Company | Trustee | 40 | $1,228 |
| Edward P Lawrence | Trustee | 2 | — |
| William S Edgerly | Trustee | 2 | — |
| Lois Stiles Edgerly | Trustee | 2 | — |
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 September 2026. Sourced from IRS Form 990-PF filings.