The Marion W Rich Fund
The Marion W Rich Fund is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $851K in total assets. In 2025, it awarded 3 grants totaling $40K. Net investment income was $81K.
The Marion W Rich Fund at a glance
In short: The Marion W Rich Fund gave $40K across 3 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $39,900
- +16.3% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $13,300
- +16.3% vs 2024
- Median grant
- $10,300
- Total assets
- $850,597
- +4.1% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Marion W Rich Fund funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was United Church of Norwood ($20K). Together the top 3 received $40K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How The Marion W Rich Fund gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 94% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $34K (2024) to $42K (2022). In 2025 it made 3 grants totaling $40K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Church of Norwood Norwood, MA | Unrestricted General | $19,600 |
| First Congregational Church in Norwood Norwood, MA | Unrestricted General | $10,300 |
| First Baptist Church of Norwood Norwood, MA | Unrestricted General | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $850,597 | $91,551 | $58,472 | $39,900 | 3 | $46,349 | $80,847 | $49,521 |
| 2024 | $817,266 | $82,518 | $50,858 | $34,300 | 3 | $40,404 | $71,588 | $46,496 |
| 2023 | $786,443 | $27,841 | $54,900 | $40,300 | 3 | $45,841 | $16,243 | $42,365 |
| 2022 | $813,854 | $-19,533 | $61,695 | $42,300 | 3 | $48,148 | $7,109 | $44,057 |
| 2021 | $895,121 | $184,998 | $53,776 | $35,300 | 3 | $41,825 | $173,423 | $49,248 |
| 2020 | $762,894 | $67,562 | $53,608 | $39,000 | 3 | — | $58,637 | $42,377 |
| 2019 | $747,938 | $51,545 | $50,318 | $36,523 | 3 | — | $45,034 | $41,455 |
Under IRS private-foundation payout rules, The Marion W Rich Fund reported a distributable amount of $50K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Marion W Rich Fund's only listed officer is Bank Of America, Trustee on every filing since 2019 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2019
1 hr/week
$12K (2019) → $14K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to Bank of America (Trustee).
Frequently asked questions about The Marion W Rich Fund
How much does The Marion W Rich Fund give each year?
The Marion W Rich Fund gave $40K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $34K across 3 grants.
What is The Marion W Rich Fund's typical grant size?
The Marion W Rich Fund's median grant in 2025 was $10,300, and its average grant was $13,300, across 3 grants on its 2025 IRS Form 990-PF.
Where does The Marion W Rich Fund give grants?
The Marion W Rich Fund gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Norwood, MA (3 grants).
Does The Marion W Rich Fund give general operating support?
Yes: 100% of The Marion W Rich Fund's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is The Marion W Rich Fund?
The Marion W Rich Fund reported $851K in total assets on its 2025 IRS Form 990-PF. It paid out $46K in qualifying distributions that year, against a required minimum of $50K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Marion W Rich Fund's EIN?
The Marion W Rich Fund's EIN (Employer Identification Number) is 04-6133986. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS March 26, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 31, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
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