The Susan I Marvin Charitable Trust

DALLAS, TX EIN: 82-3321129

The Susan I Marvin Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 3 grants totaling $267K. Net investment income was $356K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.2M

+1.8% YoY

Annual Giving

$267K

+11.3% YoY

Grant Count

3

-57.1% YoY

Avg Grant Size

$89K

+159.6% YoY

About The Susan I Marvin Charitable Trust

Based on IRS filings

The Susan I Marvin Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 3 grants totaling $267K. Net investment income was $356K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

AndoverMinneapolisNorwalkRochesterSt Paul

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$385K$771K$1M$2M20202021202220232024
Metric202420232022
Total Assets$4,165,696$4,090,207$4,246,939
Revenue$376,303$111,203$109,216
Expenses$300,372$267,250$297,131
Qualifying Distributions$279,193$250,570$280,474
Net Investment Income$356,448$94,360$87,956
Distributable Amount$279,956$247,689$250,416

Giving Over Time

Total grant dollars and number of grants per year

$0$68K$135K$203K$270K2 grants20203 grants20214 grants20227 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

UNIVERSITY OF MINNESOTA …$137KMULTIPLE MYELOMA RESEARC…$100KUNIVERSITY OF ST THOMAS …$30K

Grant Size Distribution

19 grants across all recorded years

10<$50K2$50–100K7$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
SUSAN I MARVINTRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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