The Susan I Marvin Charitable Trust
The Susan I Marvin Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $4.1M in total assets. In 2025, it awarded 6 grants totaling $242K. Net investment income was $145K.
The Susan I Marvin Charitable Trust at a glance
In short: The Susan I Marvin Charitable Trust gave $242K across 6 grants in 2025 (avg $40K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $242,400
- -9.2% vs 2024
- Grants made (2025)
- 6
- +100.0% vs 2024
- Average grant
- $40,400
- -54.6% vs 2024
- Median grant
- $22,700
- Total assets
- $4,053,624
- -2.7% vs 2024
- Primary geography
- Minnesota (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 Susan I Marvin Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was University of Minnesota Foundation ($102K). Together the top 6 received $242K.
Grant Size Distribution
23 grants across all recorded years
The most common grant size was under $50K: 13 grants of 23 (57%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
How The Susan I Marvin Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 84% 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 $75K (2019) to $270K (2022). In 2025 it made 6 grants totaling $242K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Minnesota Foundation Minneapolis, MN | Susan I. Marvin Scholarship | $102,000 |
| University of St Thomas Minneapolis, MN | Unrestricted General | $80,000 |
| Northwest Minnesota Community Impact Bemidji, MN | Unrestricted General | $35,000 |
| Warroad Community Childcare Center Warroad, MN | Unrestricted General | $10,400 |
| Warroad Food Pantry Inc Warroad, MN | Unrestricted General | $10,000 |
| Minnesota Chamber Foundation Saint Paul, MN | Unrestricted General | $5,000 |
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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 | $4,053,624 | $167,865 | $282,308 | $242,400 | 6 | $255,484 | $144,537 | $303,911 |
| 2024 | $4,165,696 | $376,303 | $300,372 | $267,000 | 3 | $279,193 | $356,448 | $279,956 |
| 2023 | $4,090,207 | $111,203 | $267,250 | $240,000 | 7 | $250,570 | $94,360 | $247,689 |
| 2022 | $4,246,939 | $109,216 | $297,131 | $270,000 | 4 | $280,474 | $87,956 | $250,416 |
| 2021 | $4,438,261 | $213,332 | $229,014 | $200,000 | 3 | $211,045 | $180,054 | $281,959 |
| 2020 | $4,456,120 | $1,401,409 | $220,661 | $145,000 | 2 | — | $1,382,657 | $214,305 |
| 2019 | $3,275,637 | $992,133 | $119,258 | $75,000 | 5 | — | $979,687 | $164,049 |
Under IRS private-foundation payout rules, The Susan I Marvin Charitable Trust reported a distributable amount of $304K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Susan I Marvin Charitable Trust is led by Susan I. Marvin, Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Susan I. Marvin
Trustee
On filings since 2019
1 hr/week
No compensation reported
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.
Frequently asked questions about The Susan I Marvin Charitable Trust
How much does The Susan I Marvin Charitable Trust give each year?
The Susan I Marvin Charitable Trust gave $242K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $267K across 3 grants.
What is The Susan I Marvin Charitable Trust's typical grant size?
The Susan I Marvin Charitable Trust's median grant in 2025 was $22,700, and its average grant was $40,400, across 6 grants on its 2025 IRS Form 990-PF.
Where does The Susan I Marvin Charitable Trust give grants?
The Susan I Marvin Charitable Trust gives mostly in Minnesota: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Minneapolis, MN (2 grants) and Warroad, MN (2 grants).
Does The Susan I Marvin Charitable Trust give general operating support?
Yes: 83% of The Susan I Marvin Charitable Trust's 2025 grants with a stated purpose (5 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Susan I Marvin Charitable Trust's largest grantees?
The Susan I Marvin Charitable Trust's largest 2025 grantees include University of Minnesota Foundation ($102,000), University of St Thomas ($80,000) and Northwest Minnesota Community Impact ($35,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is The Susan I Marvin Charitable Trust?
The Susan I Marvin Charitable Trust reported $4.1M in total assets on its 2025 IRS Form 990-PF. It paid out $255K in qualifying distributions that year, against a required minimum of $304K (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 Susan I Marvin Charitable Trust's EIN?
The Susan I Marvin Charitable Trust's EIN (Employer Identification Number) is 82-3321129. 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 August 5, 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 August 4, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 2, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 25, 2024)
Live grants for the work The Susan I Marvin Charitable Trust funds
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