The Marion W Rich Fund

DALLAS, TX EIN: 04-6133986

The Marion W Rich Fund is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $817K in total assets. In 2024, it awarded 3 grants totaling $34K. Net investment income was $72K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$817K

+3.9% YoY

Annual Giving

$34K

-14.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$11K

-14.9% YoY

Under IRS private-foundation payout rules, The Marion W Rich Fund reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.

About The Marion W Rich Fund

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $191K (100%)

States

Massachusetts

Cities

Norwood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$817,266	$786,443	$813,854
Revenue	$82,518	$27,841	$-19,533
Expenses	$50,858	$54,900	$61,695
Qualifying Distributions	$40,404	$45,841	$48,148
Net Investment Income	$71,588	$16,243	$7,109
Distributable Amount	$46,496	$42,365	$44,057

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include United Church of Norwood ($16,000), First Congregational Church in Norwood ($9,300), First Baptist Church of Norwood ($9,000).

Recipient	Purpose	Amount
FIRST CONGREGATIONAL CHURCH IN NORWOOD NORWOOD, MA	UNRESTRICTED GENERAL	$9,300
UNITED CHURCH OF NORWOOD NORWOOD, MA	UNRESTRICTED GENERAL	$16,000
FIRST BAPTIST CHURCH OF NORWOOD NORWOOD, MA	UNRESTRICTED GENERAL	$9,000

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	$13,422

Frequently Asked Questions

How large is The Marion W Rich Fund?

As of 2024, The Marion W Rich Fund holds $817K in total assets with $83K in annual revenue. It awarded 3 grants totaling $34K in 2024.

Where does The Marion W Rich Fund operate?

The Marion W Rich Fund has awarded grants in Massachusetts.

What size grants does The Marion W Rich Fund award?

In 2024, The Marion W Rich Fund awarded 3 grants totaling $34K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is The Marion W Rich Fund required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Marion W Rich Fund reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.