Tr Edna Wardlaw Charitable Tr UA Magnolia Trust Company Trustee
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.
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
Share of 2025 grant dollars across all 110 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
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
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
The most common grant size was under $50K: 598 grants of 620 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Planned Parenthood Federation of America Inc New York, NY | Unrestricted | $80,000 |
| Soda Mountain Wilderness Council Ashland, OR | Unrestricted | $60,000 |
| Barnabas Horse Foundation Myrtle Beach, SC | Unrestricted | $60,000 |
| Public Citizen Foundation Inc Washington, DC | Unrestricted | $40,000 |
| The Nature Conservancy Atlanta, GA | Unrestricted | $40,000 |
| Atlanta Speech School Atlanta, GA | Unrestricted | $40,000 |
| Earthjustice San Francisco, CA | Unrestricted | $40,000 |
| Save the Children Federation Fairfield, CT | Unrestricted | $40,000 |
| A Jewish Voice for Peace Inc Berkeley, CA | Unrestricted | $39,000 |
| Middle East Children's Alliance Berkeley, CA | Unrestricted | $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 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- 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
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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