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Margetts Foundation is a private trust based in BOCA GRANDE, FL. The foundation received its IRS ruling in 1958. It holds total assets of $82K. Annual income is reported at $14K. Total assets have decreased from $136K in 2011 to $80K in 2023. The foundation is governed by 2 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Florida, New Jersey and Pennsylvania. According to available records, Margetts Foundation has made 152 grants totaling $200K, with a median grant of $250. Annual giving has decreased from $29K in 2020 to $12K in 2023. Grantmaking activity was highest in 2022 with $127K distributed across 39 grants. Individual grants have ranged from N/A to $96K, with an average award of $1K. The foundation has supported 63 unique organizations. The foundation primarily supports organizations in New York, Pennsylvania, New Jersey, which account for 50% of all grants. Grantmaking reaches organizations across 9 states. Contributions to this foundation are tax-deductible.
Smallest Grant
N/A
Median Grant
$250
Average Grant
$560
Largest Grant
$6K
Based on 51 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Margetts Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 152 grants. Its grantmaking reaches organizations primarily in NY, PA, NJ.
Margetts Foundation has distributed a total of $200K across 152 grants. The median grant size is $250, with an average of $1K. Individual grants have ranged from N/A to $96K.
Margetts Foundation typically selects its grantees rather than accepting unsolicited proposals.
Margetts Foundation is headquartered in BOCA GRANDE, FL. While based in FL, the foundation distributes grants to organizations across 9 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Donna D Margetts | Trustee | $0 | $0 | N/A |
| W Thomas Margetts | President | $0 | $0 | N/A |
Total Giving
$14K
Total Assets
$80K
Fair Market Value
$492K
Net Worth
$80K
Grants Paid
$12K
Contributions
N/A
Net Investment Income
$12K
Distribution Amount
$24K
Total Grants
152
Total Giving
$200K
Average Grant
$1K
Median Grant
$250
Unique Recipients
63
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| St Peter'S Episcopal ChurchReligious | Morristown, NJ | $500 | 2023 |
| Kessler FoundationService, Medical | East Hanover, NJ | $2K | 2022 |
| Johann Fust Library FoundationService | Boca Grande, FL | $250 | 2022 |
| Community Foundation Of NjService | Morristown, NJ | $3K | 2023 |
| Foundation For Enhancing CommunitiesService | Harrisburg, PA | $2K | 2023 |
| Frost Valley YmcaService, Youth | Claryville, NY | $2K | 2023 |
| County College Of Morris FoundationEducation | Randolph, NJ | $2K | 2023 |
| St Andrews ChurchReligious | Boca Grande, FL | $1K | 2023 |
| Boca Grande Health Clinic FoundationMedical | Boca Grade, FL | $1K | 2023 |
| Gasparilla Island Conservation & Improvement AssocConservation | Boca Grande, FL | $500 | 2023 |
| Perry County Literacy CouncilService | Newport, PA | $250 | 2023 |
| Virginia Musical MuseumHistoric | Williamsburg, VA | $250 | 2023 |
| Ringling College Library AssocArt, Education | Sarasota, FL | $2K | 2022 |
| Perlman Music Program SuncoastService, Youth | Sarasota, FL | $1K | 2022 |
| Boca Grande Wome'S ClubService | Boca Grande, FL | $1K | 2022 |
| Charlotte Community FoundationServicce | Punta Gorda, FL | $1K | 2022 |
| Perry County Council Of The ArtsArts | Newport, PA | $1K | 2022 |
| Friends Of Boca Grande Art AllianceEducation | Boca Grande, FL | $500 | 2022 |
| Newport Revitalization And Preservation SocietyService | Newport, PA | $500 | 2022 |
| University Of Virginia Law School FoundationEducation | Charlottesville, VA | $500 | 2022 |
| Dartmouth College FundEducation | Hanover, NH | $250 | 2022 |
| Newport Citizens Fire CompanyService | Newport, PA | $250 | 2022 |
| Washtenau Area Council For ChildrenYouth | Ypsilanti, MI | $250 | 2022 |
| New Vernon Volunteer Fire DepartmentService | New Vernon, NJ | $150 | 2022 |
| Colonial Williamsburg FoundationHistorical | Williamsburg, VA | $150 | 2022 |
| Boca Grande Historical SocietyEducation | Boca Grande, FL | $125 | 2022 |
| Bloomfield CollegeEducation | Bloomfield, NJ | $100 | 2022 |
| Royal Palm PlayersArts | Boca Grande, FL | $100 | 2022 |
| Greater Morristown YmcaService, Youth | Cedar Knolls, NJ | $100 | 2022 |
| Newport Public LibraryService | Newport, PA | $100 | 2022 |
| Millersburg Ferry Boat AssociationHistoric | Millersburg, PA | $100 | 2022 |
| Dartmouth Partners In Community ServiceService | Hanover, NH | $100 | 2022 |
| Kent FundEducation | Kent, CT | $100 | 2022 |
| Suncoast Humane SocietyService | Englewood, FL | $100 | 2022 |
| National Civil War MuseumHistoric | Harrisburg, PA | $100 | 2022 |
| Washington AssociationHistoric | Morristown, NJ | N/A | 2022 |
| Sphinx FoundationService | Hanover, NH | N/A | 2022 |
| Mahoney Union ChuchReligious | Newport, PA | N/A | 2022 |