Funder DirectoryTHE SUSAN I MARVIN CHARITABLE TRUST
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Private foundation (trust)EIN 823321129Est. 2018-05

THE SUSAN I MARVIN CHARITABLE TRUST

DALLAS, TX 752653067

Total Assets

$5.9M

FY 2024

Annual Giving

$267K

FY 2024

Grants Made

3

FY 2024

Avg Grant

$89K

FY 2024

Grant Range

$30K–$137K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$376K

Total Expenses

$300K

Qualifying Distributions

$279K

Distributable Amount

$280K

Min. Investment Return

$285K

Undistributed Income

$238K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

6 years

Giving over time from 2019 to 2024. Peak $270K in 2022. Hover bars for details.

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

Top Recipients

24 grants

MAYO CLINIC
$400K
4 grants
MULTIPLE MYELOMA RESEARCH FDN
$280K
3 grants
UNIVERSITY OF MINNESOTA FOUNDATION
$137K
1 grant
MULTIPLE MYELOMA RESEARCH FOUNDATION
$100K
1 grant
UNIVERSITY OF MINNESOTA
$100K
5 grants
LEGACY CHRISTIAN ACADEMY
$50K
2 grants
UNIVERSITY OF ST THOMAS - MINNESOTA
$30K
1 grant
UNVRSTY OF ST THOMAS
$30K
1 grant

Grant Size Distribution

24 grants

<$10K
4
grants
$10–50K
12
grants
$50–250K
8
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

2 states

Minnesota
$817K
68% of total
Connecticut
$380K
32% of total

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THE SUSAN I MARVIN CHARITABLE TRUST — Grants, Financials & Contact | Grantivo