NORTH MANCHESTER, IN
Marjorie B Graves Irrv Trust
Quick Facts
- EIN
- 827098741
- Location
- NORTH MANCHESTER, IN
- Category
- Health
- Total Assets
- $3.2M
- Annual Income
- $1.3M
- IRS Ruling Year
- 2019
- Organization Type
- Trust
- Principal Officer
- % First Financial Bank Ttee
- Tax Deductibility
- Contributions are deductible
About This Foundation
Marjorie B Graves Irrv Trust is a private trust based in NORTH MANCHESTER, IN. The foundation received its IRS ruling in 2019. The principal officer is % First Financial Bank Ttee. It holds total assets of $3.2M. Annual income is reported at $1.3M. The foundation operates in the area of health. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$237K
2022+2%
Total Assets
$3.1M
2022-6%
Fair Market Value
$3.3M
2022
Net Worth
$3.1M
2022
Grants Paid
$190K
2022
Contributions
$0
2022
Net Investment Income
$69K
2022
Distribution Amount
$175K
2022
Total Giving by Year
$198K
18$206K
19$209K
20$233K
21$237K
22Asset Growth
$3.5M
18$3.4M
19$3.4M
20$3.3M
21$3.1M
22Expense Breakdown (2022)
Grants Paid$190K
Officer Compensation$43K
Accounting Fees$2K
Revenue Sources (2022)
- Dividends
- $92K
- Interest
- $4K
- Capital Gains (Net)
- $-58,305
Financial Details (2022)
- Total Revenue
- $38K
- Total Expenses
- $237K
- Exempt Purpose Expenses
- $208K
- Required Distribution
- $175K
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $959
Foundation Classification (2022)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
3
Total Giving
$510K
Average Grant
$170K
Median Grant
$160K
Total Giving by Year
$160K (1 grants)
20$160K (1 grants)
21$190K (1 grants)
23Grant Range
Min$160K
Max$190K
Median: $160K
Smallest grantLargest grant
Openness to New Grantees (2023)
0%
of 2023 grantees were first-time recipients
Geographic Distribution of Grants
AK
ME
VT
NH
WA
ID
MT
ND
MN
WI
MI
NY
MA
CT
RI
OR
NV
WY
SD
IA
IL
IN
IN: $510K (3)
OH
PA
NJ
CA
UT
CO
NE
MO
KY
WV
VA
MD
DE
DC
AZ
NM
KS
AR
TN
NC
SC
OK
LA
MS
AL
GA
FL
HI
TX
IN$510K (3)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Iu Simon Cancer Research CenterCHARITABLE | Bloomington, IN | $190K | 2023 |
| Iu Simon Cancer Research CenterCHARITABLE | Bloomington, IN | $160K | 2021 |
| Iu Simon Cancer Research CenterCHARITABLE | Bloomington, IN | $160K | 2020 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-10 | 990PF | View Filing |
| 2022-10 | 990PF | View Filing |
| 2021-10 | 990PF | View Filing |
| 2020-10 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica