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The Susan I@Marvin Charitable Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2018. The principal officer is Susan I Marvin. It holds total assets of $4.2M. Annual income is reported at $1.9M. Total assets have grown from $3.3M in 2019 to $4.1M in 2023. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2019 to 2023. According to available records, The Susan I@Marvin Charitable Trust has made 20 grants totaling $1.1M, with a median grant of $28K. Annual giving has grown from $145K in 2020 to $240K in 2023. Grantmaking activity was highest in 2022 with $540K distributed across 8 grants. Individual grants have ranged from $5K to $125K, with an average award of $56K. The foundation has supported 7 unique organizations. Grants have been distributed to organizations in Minnesota and Connecticut. Contributions to this foundation are tax-deductible.
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.
The Susan I@Marvin Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 20 grants. Its grantmaking reaches organizations primarily in MN, CT.
The Susan I@Marvin Charitable Trust has distributed a total of $1.1M across 20 grants. The median grant size is $28K, with an average of $56K. Individual grants have ranged from $5K to $125K.
The Susan I@Marvin Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
The Susan I@Marvin Charitable Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Susan I Marvin | TRUSTEE | $0 | $0 | N/A |
Total Giving
$267K
Total Assets
$4.1M
Fair Market Value
$5.3M
Net Worth
$4.1M
Grants Paid
$240K
Contributions
N/A
Net Investment Income
$94K
Distribution Amount
$248K
Total Grants
20
Total Giving
$1.1M
Average Grant
$56K
Median Grant
$28K
Unique Recipients
7
Most Common Grant
$20K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| University Of MinnesotaINSTITUTE OF CHILD | Minneapolis, MN | $20K | 2023 |
| Multiple Myeloma Research FdnUNRESTRICTED GENERAL | Norwalk, CT | $100K | 2023 |
| Mayo ClinicDIAGNOSIS & INTERVENTION OF | Rochester, MN | $50K | 2023 |
| Unvrsty Of St ThomasIRELAND JUSTRICE FELLOWS | Minneapolis, MN | $30K | 2023 |
| Legacy Christian AcademyUNRESTRICTED GENERAL | Andover, MN | $25K | 2023 |
| St Paul And Minnesota FndTHE MAX FOUNDATION FUND | St Paul, MN | $10K | 2023 |
| Minnesota Chamber FoundationUNRESTRICTED GENERAL | St Paul, MN | $5K | 2023 |