Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee logo

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee

Private foundation · Grantmaker Chattanooga, TN EIN: 58-6278167 Website

TR EDNA WARDLAW CHARITABLE TR UA is a private foundation based in Chattanooga, Tennessee. Established in 1992 by Ednabelle Raine Wardlaw, the Edna Wardlaw Charitable Trust says its mission is to make ethical, humanitarian contributions grounded in social justice, environmental protection, and concern for the well-being of the world.

Key facts about Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee

In short: Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee gave $1.6M across 110 grants in 2025 (avg $14K), top state California. 19% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
58-6278167
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$1,555,000
Grants made (2025)
110
Average grant
$14,136
Median grant
$10,000
New grantees (estimate)
19% first-time grantees (20 of 108, 2025)
Total assets
$40,548,237
Primary geography
California (27% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The Trust’s website says it does not accept unsolicited applications from organizations it has not funded before. Full details ↓
Deadline
Applications must be received by June 15.

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$40.5M

+59.4% YoY

Annual Giving

$1.6M

-3.1% YoY

Grant Count

110

-4.3% YoY

Avg Grant Size

$14K

+1.3% YoY

Under IRS private-foundation payout rules, Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee reported a distributable amount of $1.9M for 2025 — the minimum it must pay out in qualifying distributions.

Is Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee open to new grantees?

19%

first-time grantees, 2025

In 2025, 20 of 108 grantees (19%) were first-time recipients. First grants averaged $12K; repeat grants $15K. How we count

Medians: $10K first-time, $10K repeat.

  • 78% of 2025 grantees were also funded in 2024. Method
  • Giving fell 26% from 2022 to 2025. Method
  • In 2025 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The Trust’s stated mission is to make charitable contributions that are ethical and humanitarian, respect social justice, protect the environment, and support the well-being of the world, recognizing that needs are universal. Its stated family values include accountability and ethics, care and nurture, equality and liberation, justice and social order, knowledge and insight, and unity and diversity.

The Trust identifies animal welfare and rescue, education, the environment, and human rights as funding priorities. It prefers general or operating support and program support; capital requests are generally not a priority but may be considered case by case.

Examples of supported organizations illustrate the range of grantees’ work. Planned Parenthood Federation of America describes its mission as providing comprehensive reproductive and complementary health care and advocating public policies. The Soda Mountain Wilderness Council says it works to protect and promote wilderness in the Soda Mountain/Pilot Rock area and educate the public. Barnabas Horse Foundation describes providing equine-assisted therapy to people and families recovering from trauma. Earthjustice describes itself as an environmental law organization working to protect health, places, and wildlife, advance clean energy, and combat climate change. These are grantees’ descriptions of their own work.

Grantmaking

In 2025, the Trust reported 110 grants totaling $1,555,000. Grant amounts ranged from $1,000 to $80,000, with a median of $10,000.

Among the largest reported 2025 grants were $80,000 to Planned Parenthood Federation of America; $60,000 each to Soda Mountain Wilderness Council and Barnabas Horse Foundation; and $40,000 each to Public Citizen Foundation, The Nature Conservancy, Atlanta Speech School, Earthjustice, and Save the Children Federation. The listed grants were designated unrestricted.

Review Cycle

Applications must be received by June 15. The website says selected organizations are typically notified in late summer or early fall.

Invitation Only

The Trust’s website says it does not accept unsolicited applications from organizations it has not funded before. Former grantees may apply for renewed funding without an invitation. The Trust’s 2025 filing states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. The website provides an online application process. Applicants are asked for organizational and leadership information, details of the request, expected impact, a timetable, and measures of success. Required attachments are the current-year operating budget, a program budget if applicable, and a board of directors list. The Trustee considers qualified organizations exempt under Internal Revenue Code section 501(c)(3); 509(a)(3) supporting organizations should be prepared to provide additional information. Grants are not made to individuals.

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Geographic Focus

Where this funder awards grants

The Trust’s website says it generally focuses giving where family members live: Georgia, mostly Metro Atlanta; California; Colorado; South Carolina; Florida; and Oregon. It also considers grants that are national in scope. In 2025, the largest shares of grant dollars by recipient state were California (27%), Georgia (14%), Washington, D.C. (13%), South Carolina (11%), and New York (10%).

Grant Distribution by State

25states

Share of 2025 grant dollars across all 110 itemized grants.

Cities

AtlantaWashingtonNew YorkBerkeleyMyrtle BeachSan FranciscoAshlandDecaturSan RafaelMiamiOaklandBrooklynPortlandConwayRichmondAnnapolisBozemanDamariscottaEagle PointEast Greenbush

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M144 grants2020 141 grants2021 136 grants2022 118 grants2023 115 grants2024 110 grants2025

From 2020 to 2025, annual grant giving ranged from $1.1M (2023) to $2.1M (2022). In 2025 it made 110 grants totaling $1.6M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Planned Parenthood Federation of America Inc: $80KPlanned Parenthood Federationof America Inc$80KSoda Mountain Wilderness Council: $60KSoda Mountain WildernessCouncil$60KBarnabas Horse Foundation: $60KBarnabas Horse Foundation$60KPublic Citizen Foundation Inc: $40KPublic Citizen Foundation Inc$40KThe Nature Conservancy: $40KThe Nature Conservancy$40KAtlanta Speech School: $40KAtlanta Speech School$40KEarthjustice: $40KEarthjustice$40KSave the Children Federation: $40KSave the Children Federation$40KA Jewish Voice for Peace Inc: $39KA Jewish Voice for Peace Inc$39KMiddle East Children's Alliance: $39KMiddle East Children'sAlliance$39K

The largest 2025 recipient was Planned Parenthood Federation of America Inc ($80K). Together the top 10 received $478K.

Grant Size Distribution

620 grants across all recorded years

598<$50K21$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 598 grants of 620 (96%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Planned Parenthood Federation of America Inc New York, NYUnrestricted$80,000
Soda Mountain Wilderness Council Ashland, ORUnrestricted$60,000
Barnabas Horse Foundation Myrtle Beach, SCUnrestricted$60,000
Public Citizen Foundation Inc Washington, DCUnrestricted$40,000
The Nature Conservancy Atlanta, GAUnrestricted$40,000
Atlanta Speech School Atlanta, GAUnrestricted$40,000
Earthjustice San Francisco, CAUnrestricted$40,000
Save the Children Federation Fairfield, CTUnrestricted$40,000
A Jewish Voice for Peace Inc Berkeley, CAUnrestricted$39,000
Middle East Children's Alliance Berkeley, CAUnrestricted$39,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $40,548,237 $1,260,317 $1,882,930 $1,555,000
2024 $25,433,722 $1,218,839 $1,846,820 $1,605,392
2023 $26,075,634 $931,223 $1,345,457 $1,142,665
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$40,548,237$25,433,722$26,075,634
Revenue$1,260,317$1,218,839$931,223
Expenses$1,882,930$1,846,820$1,345,457
Qualifying Distributions$1,755,599$1,677,027$1,176,684
Net Investment Income$1,134,842$1,042,413$759,670
Distributable Amount$1,902,267$1,818,935$1,646,514

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 9, 2022)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  6. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Magnolia Trust Company and Truist Bank as trustees.

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Truist Bank

    Trustee

    On filings since 2020

    1 hr/week

    $93K (2020) → $166K (2025)

  • Magnolia Trust Company

    Trustee

    New on the 2025 filing

    1 hr/week

    $13K (2025)

Data from IRS Form 990 filings, 2020–2025. "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

Truist Bank — Trustee: $166KTruist BankTrustee$166KMagnolia Trust Company — Trustee: $13KMagnolia Trust CompanyTrustee$13K

The highest reported compensation on the 2025 filing was $166K, to Truist Bank (Trustee). 2 officers or directors reported compensation on that filing.

Contact

Mailing address: 832 Georgia Ave 401, Chattanooga, TN 37402
Phone: (310) 806-4000
Website: https://ednawardlawtrust.com

Frequently asked questions about Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee

How much does Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee give each year?

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee gave $1.6M across 110 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.6M across 115 grants.

What is Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's typical grant size?

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's median grant in 2025 was $10,000, and its average grant was $14,136, across 110 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee that year got $12K on average.

Where does Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee give grants?

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's top state is California, with 27% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Georgia (14%) and District of Columbia (13%). The most frequent recipient cities were Atlanta, GA (18 grants), Washington, DC (14 grants), Berkeley, CA (6 grants) and Myrtle Beach, SC (6 grants).

Does Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee give general operating support?

Yes: 100% of Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's 2025 grants with a stated purpose (110 of 110) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's largest grantees?

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's largest 2025 grantees include Planned Parenthood Federation of America Inc ($80,000), Soda Mountain Wilderness Council ($60,000) and Barnabas Horse Foundation ($60,000), according to its 2025 IRS Form 990-PF. Together they received 13% of its itemized 2025 grant dollars.

How large is Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee?

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee reported $40.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.8M in qualifying distributions that year, against a required minimum of $1.9M (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 does Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee fund?

The Trust’s stated mission is to make charitable contributions that are ethical and humanitarian, respect social justice, protect the environment, and support the well-being of the world, recognizing that needs are universal. See mission & focus areas ↑

How do I apply for a grant from Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee?

The Trust’s website says it does not accept unsolicited applications from organizations it has not funded before. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's EIN?

Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee's EIN (Employer Identification Number) is 58-6278167. IRS Form 990 filing data is available on this page for 2020–2025.

Does Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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