The Susan I Marvin Charitable Trust
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
Under IRS private-foundation payout rules, The Susan I Marvin Charitable Trust reported a distributable amount of $280K for 2024 — the minimum it must pay out in qualifying distributions.
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
19 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of Minnesota Foundation ($137,000), Multiple Myeloma Research Foundation ($100,000), University of St Thomas - Minnesota ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| MULTIPLE MYELOMA RESEARCH FOUNDATION NORWALK, CT | UNRESTRICTED GENERAL | $100,000 |
| UNIVERSITY OF ST THOMAS - MINNESOTA MINNEAPOLIS, MN | IRELAND JUSTRICE FELLOWS | $30,000 |
| UNIVERSITY OF MINNESOTA FOUNDATION MINNEAPOLIS, MN | SUSAN I. MARVIN SCHOLARSHIP | $137,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SUSAN I MARVIN | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Susan I Marvin Charitable Trust?
The Susan I Marvin Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $4.2M in total assets as of 2024.
How large is The Susan I Marvin Charitable Trust?
As of 2024, The Susan I Marvin Charitable Trust holds $4.2M in total assets with $376K in annual revenue. It awarded 3 grants totaling $267K in 2024.
Where does The Susan I Marvin Charitable Trust operate?
The Susan I Marvin Charitable Trust has awarded grants in Connecticut, Minnesota.
What size grants does The Susan I Marvin Charitable Trust award?
In 2024, The Susan I Marvin Charitable Trust awarded 3 grants totaling $267K — an average of about $89K per grant, based on its IRS Form 990 filings.
How much is The Susan I Marvin Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Susan I Marvin Charitable Trust reported a distributable amount of $280K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.