Daisy Marquis Jones Foundation

ROCHESTER, NY EIN: 23-7000227

The Daisy Marquis Jones Foundation is a private 501(c)(3) grantmaking foundation established in 1968 and located in Rochester, New York. The foundation was founded by Daisy Marquis Jones, a businesswoman who operated Bellview Farms Dairy in Himrod, New York with her husband Nelson Jones, and her nephew Leo Marquis Lyons. The foundation is dedicated to improving the well-being of residents in its service region through strategic philanthropic investments.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$48.0M

+2.8% YoY

Annual Giving

$2.7M

+7.2% YoY

Grant Count

85

-2.3% YoY

Avg Grant Size

$32K

+9.7% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The mission of the Daisy Marquis Jones Foundation is to improve the well-being of residents in Yates and Monroe counties, New York, with particular focus on the city of Rochester. A central concern is disadvantaged children and families and the neighborhoods in which they live. The foundation also supports programs benefiting seniors.

The foundation values programs and projects that:

  • Encourage collaboration among agencies to maximize grant impact
  • Make a positive, long-term impact on individuals, neighborhoods, and communities served
  • Outline a well-planned approach with clear timelines and measurable outcomes
  • Give people the tools they need to help themselves

The foundation does not fund:

  • Scholarships
  • Research
  • Religious projects
  • Projects by individuals
  • Private schools
  • Local chapters of national health-related organizations
  • Endowments
  • Emergency funding
  • Non-501(c)(3) organizations
  • Organizations or projects outside Monroe or Yates Counties, New York

Grantmaking

The foundation made 105 grants in 2024, totaling approximately $2.3 million. Recent notable grants include:

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Geographic Focus

Where this funder awards grants

The foundation exclusively funds organizations and projects located in Monroe and Yates counties, New York, with particular emphasis on Rochester.

Grant Distribution by State

3states

Cities

AdamsAdams CenterAlbanyBostonBrockportCanandaiguaCantonCapacCape VincentChaumontCincinnatusCortlandDundeeEast SyracuseFairportFineviewHimrodHoneoyeHoneoye FallsJefferson

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year 2024:

  • Total Assets: $48,022,561
  • Total Revenues: $4,554,726
  • Total Expenses: $3,399,153
  • Staff: 1 employee

As of Fiscal Year 2023:

  • Total Assets: $46.7 million
  • Total Revenues: $1.92 million
  • Total Expenses: $3.19 million
  • Total Liabilities: $0

The foundation has been tax-exempt since August 1993.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M20202021202220232024
Metric202420232022
Total Assets$48,022,561$46,702,212$47,927,071
Revenue$4,554,726$1,922,584$3,984,460
Expenses$3,399,153$3,192,777$3,641,711
Qualifying Distributions$3,093,802$2,913,180$3,339,056
Net Investment Income$4,249,375$1,660,171$3,711,069
Distributable Amount$3,278,541$2,917,445$2,947,643

Giving Over Time

Total grant dollars and number of grants per year

$0$928K$2M$3M$4M105 grants2020124 grants2021106 grants202287 grants202385 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

GENESEE COUNTRY MUSEUM$208KCENTER FOR YOUTH SERVICE…$150KLIFESPAN OF GREATER ROCH…$100KMARY CARIOLA CHILDREN'S …$100KSENECA WATERWAYS COUNCIL…$80KHERITAGE CHRISTIAN SERVI…$75KST ANN'S HOME FOUNDATION…$60KCENTER FOR TEEN EMPOWERM…$50KGREATER ROCHESTER SUMMER…$50KMONROE COMMUNITY COLLEGE…$50K

Grant Size Distribution

250 grants across all recorded years

200<$50K30$50–100K20$100–250K$250–500K$500K–1M$1–5M$5M+

Open Grants

1 open opportunity from Daisy Marquis Jones Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Megan McDonald - Executive Director
  • Trustees: Donald Whitney, C John Matteson, Roger Gardner

Compensation Overview

From 2024 IRS filing

C JOHN MATTESONTREASURER/TRUSTEE$25KKAMRA WHITNEY ROWLANDPRESIDENT/TRUSTEE$25KMEGAN WHITNEYTRUSTEE$25KANN CRAWFORDTRUSTEE$25KCAROL WHITETRUSTEE$25KELIZABETH HAYESVICE PRESIDENT/TRUSTEE$25KSHANNON WHITNEYTRUSTEE$25K

From 2024 filing

NameTitleHoursCompensation
C JOHN MATTESONTREASURER/TRUSTEE0.25$25,000
ROGER GARDNER DECEASED 2024TRUSTEE
KAMRA WHITNEY ROWLANDPRESIDENT/TRUSTEE0.25$25,000
MEGAN WHITNEYTRUSTEE0.25$25,000
ANN CRAWFORDTRUSTEE0.25$25,000
CAROL WHITETRUSTEE0.25$25,000
ELIZABETH HAYESVICE PRESIDENT/TRUSTEE0.25$25,000
SHANNON WHITNEYTRUSTEE0.25$25,000

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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