Funder DirectoryThe Margetts Foundation
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Private foundation (trust)EIN 226041532Est. 1958-11

The Margetts Foundation

Boca Grande, FL 33921

Total Assets

$542K

FY 2024

Annual Giving

$12K

FY 2024

Grants Made

12

FY 2024

Avg Grant

$1K

FY 2024

Grant Range

$500–$3K

Typical

Deadlines

Applications

Programs & Activities

Program 1

Not Applicable

Financial Snapshot

2024 filing

Total Revenue

$14K

Total Expenses

$12K

Qualifying Distributions

$12K

Distributable Amount

$26K

Min. Investment Return

$26K

Payout rate 47%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.47%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

12 grants

Grant sizes from minimum $500 through median $875 to maximum $3K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

6 years

Giving over time from 2018 to 2024. Peak $127K in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

216 grants

Frost Valley YMCA
$122K
7 grants
Foundation for Enhancing Communities
$21K
6 grants
Community Foundation of NJ
$11K
6 grants
Kessler Foundation
$11K
5 grants
County College of Morris Foundation
$8K
6 grants
Perlman Music Program Suncoast
$6K
4 grants
Perry County Literacy Council
$5K
6 grants
Boca Grande Health Clinic Foundation
$5K
5 grants

Grant Size Distribution

216 grants

<$10K
215
grants
$10–50K
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

10 states

New York
$122K
50% of total
New Jersey
$37K
15% of total
Pennsylvania
$37K
15% of total
Florida
$36K
15% of total
Virginia
$4K
2% of total
New Hampshire
$4K
1% of total
Michigan
$2K
1% of total
District of Columbia
$2K
1% of total
Connecticut
$1K
1% of total
California
$500
0% of total

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The Margetts Foundation — Grants, Financials & Contact | Grantivo