Daisy Marquis Jones Foundation logo

Daisy Marquis Jones Foundation

Private foundation · Grantmaker Rochester, NY EIN: 23-7000227 Website

The Daisy Marquis Jones Foundation is a private foundation based in Rochester, New York, established in 1968 by Daisy Marquis Jones and her nephew Leo Marquis Lyons. It supports nonprofit programs and projects intended to improve the well-being of residents in Monroe and Yates counties, with particular emphasis on Rochester.

Key facts about Daisy Marquis Jones Foundation

In short: Daisy Marquis Jones Foundation gave $2.7M across 85 grants in 2024 (avg $32K), mostly in New York. 24% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
23-7000227
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$2,740,377
Grants made (2024)
85
Average grant
$32,240
Median grant
$20,000
New grantees (estimate)
24% first-time grantees (20 of 82, 2024)
Total assets
$48,022,561
Primary geography
New York (100% of itemized 2024 grant dollars)
How to apply
The process begins with a letter of inquiry for organizations that have not received a grant, have not received one in more than two years, have had a major organizational change, or plan to seek support for a… Full details ↓
Deadline
Applications are accepted year-round; the Foundation’s 2024 filing states that there are no deadlines.

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

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

Under IRS private-foundation payout rules, Daisy Marquis Jones Foundation reported a distributable amount of $3.3M for 2024 — the minimum it must pay out in qualifying distributions.

Is Daisy Marquis Jones Foundation open to new grantees?

24%

first-time grantees, 2024

In 2024, 20 of 82 grantees (24%) were first-time recipients. First grants averaged $24K; repeat grants $36K. How we count

Medians: $20K first-time, $25K repeat.

  • 61% of 2024 grantees were also funded in 2023. Method
  • Giving fell 26% from 2021 to 2024. Method
  • In 2024 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

The Foundation’s mission is to improve the well-being of residents in Monroe and Yates counties, with a central concern for disadvantaged children, families, and their neighborhoods. Its vision emphasizes community support for access to health care, young children’s needs, senior citizens, and families’ economic security.

The Foundation funds 501(c)(3) organizations and values programs that help people build the tools to help themselves, have clear plans and measurable outcomes, encourage collaboration, and make a positive, long-term impact. Its 2024 grants included support for organizations with varied missions. For example, Lifespan of Greater Rochester describes its work as helping older adults through services, advocacy, guidance, training, and community education. Mary Cariola Children’s Center describes its work as providing education and life-skill solutions for people with complex disabilities and their families. Literacy Volunteers of Rochester says it trains volunteers to improve adults’ literacy skills.

The Foundation does not fund emergency requests, endowments, private schools, religious projects, research, scholarships, projects by individuals, non-501(c)(3) organizations, or organizations or projects outside Monroe and Yates counties.

Grantmaking

In 2024, the Foundation made 85 grants totaling $2,740,377. Grant amounts ranged from $500 to $208,250, with a median grant of $20,000. All 2024 grant dollars went to recipients in New York.

Review Cycle

Applications are accepted year-round; the Foundation’s 2024 filing states that there are no deadlines.

Open Grants

1 open opportunity from Daisy Marquis Jones Foundation

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Geographic Focus

Where this funder awards grants

The Foundation’s stated service area is Monroe and Yates counties in New York, with particular emphasis on the City of Rochester. Its website says eligible applicants must be 501(c)(3) organizations located in and serving one of those counties.

Grant Distribution by State

3states

Share of 2024 grant dollars across all 85 itemized grants.

Cities

RochesterAdamsPenn YanWatertownMumfordCanandaiguaAdams CenterHoneoyeFairportCape VincentHimrodLorraineWest HenriettaCincinnatusEast SyracuseHoneoye FallsMiddlesexCantonCapacDundee

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M105 grants2020 124 grants2021 106 grants2022 87 grants2023 85 grants2024

From 2020 to 2024, annual grant giving ranged from $2.1M (2020) to $3.7M (2021). In 2024 it made 85 grants totaling $2.7M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Genesee Country Museum: $208KGenesee Country Museum$208KGeorge Eastman Museum: $200KGeorge Eastman Museum$200KCenter for Youth Services Inc: $150KCenter for Youth Services Inc$150KLifespan of Greater Rochester Inc: $100KLifespan of Greater RochesterInc$100KMary Cariola Children's Center: $100KMary Cariola Children's Center$100KSeneca Waterways Council Boy Scouts of America: $80KSeneca Waterways Council BoyScouts of America$80KHeritage Christian Services Inc: $75KHeritage Christian ServicesInc$75KEquustrong Inc: $74KEquustrong Inc$74KSt Ann's Home Foundation Inc: $60KSt Ann's Home Foundation Inc$60KCenter for Teen Empowerment Inc: $50KCenter for Teen EmpowermentInc$50K

The largest 2024 recipient was Genesee Country Museum ($208K). Together the top 10 received $1.1M.

Grant Size Distribution

507 grants across all recorded years

418<$50K58$50–100K31$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 418 grants of 507 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Genesee Country Museum Rochester, NYEducational Support$208,250
George Eastman Museum Rochester, NYGeneral Support$200,000
Center for Youth Services Inc Watertown, NYCrisis Nursery of Greater Rochester Initiative$150,000
Lifespan of Greater Rochester Inc Rochester, NYA 2:1 matching grant in support of lifespan's 2024 celebration of aging$100,000
Mary Cariola Children's Center Rochester, NYIn Support of the Adaptive Equipment Workshop$100,000
Seneca Waterways Council Boy Scouts of America Rochester, NYSummer day camps & after school scouting programs for rochester youth$80,000
Heritage Christian Services Inc Rochester, NYIn Support of Homes with Heart Capital Project$75,000
Equustrong Inc Rochester, NYGeneral Support$74,300
St Ann's Home Foundation Inc Adams, NYIntroduction of neurologic music therapy & expansion of music enrichment program$60,000
Center for Teen Empowerment Inc Rochester, NYNeighborhood-Based Youth Organizing Initiative$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $48,022,561 $4,554,726 $3,399,153 $2,740,377
2023 $46,702,212 $1,922,584 $3,192,777 $2,556,160
2022 $47,927,071 $3,984,460 $3,641,711 $2,984,784
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists C John Matteson as treasurer and trustee; Kamra Whitney Rowland as president and trustee; Elizabeth Hayes as vice president and trustee; and Megan Whitney, Ann Crawford, Carol White, and Shannon Whitney as trustees. It also lists Roger Gardner as a trustee and notes that he was deceased in 2024.

Daisy Marquis Jones Foundation is led by Kamra Whitney Rowland, President & Trustee since 2022 (on filings since 2021); all 7 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Kamra Whitney Rowland

    President & Trustee

    Chairman & Trustee → President & Trustee, 2022

    On filings since 2021

    0.3 hrs/week

    $25K (2021) → $25K (2024)

  • C. John Matteson

    Treasurer & Trustee

    Trustee → Treasurer & Trustee, 2022

    On filings since 2020

    0.3 hrs/week

    $25K (2020) → $25K (2024)

  • Ann Crawford

    Trustee

    On filings since 2021

    0.3 hrs/week

    $8K (2021) → $25K (2024)

  • Carol White

    Trustee

    On filings since 2021

    0.3 hrs/week

    $8K (2021) → $25K (2024)

  • Elizabeth Hayes

    Vice President & Trustee

    Trustee → Vice President & Trustee, 2023

    On filings since 2021

    0.3 hrs/week

    $8K (2021) → $25K (2024)

  • Megan Whitney

    Trustee

    On filings since 2021

    0.3 hrs/week

    $25K (2021) → $25K (2024)

  • Shannon Whitney

    Trustee

    On filings since 2021

    0.3 hrs/week

    $25K (2021) → $25K (2024)

Former officers (2)
  • Former: Roger Gardner (2020–2024) — Trustee · Filing note: Deceased 2024
  • Former: Donald Whitney (2020) — Chairman & Trustee

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

C John Matteson — Treasurer/Trustee: $25KC John MattesonTreasurer/Trustee$25KKamra Whitney Rowland — President/Trustee: $25KKamra Whitney RowlandPresident/Trustee$25KMegan Whitney — Trustee: $25KMegan WhitneyTrustee$25KAnn Crawford — Trustee: $25KAnn CrawfordTrustee$25KCarol White — Trustee: $25KCarol WhiteTrustee$25KElizabeth Hayes — Vice President/Trustee: $25KElizabeth HayesVice President/Trustee$25KShannon Whitney — Trustee: $25KShannon WhitneyTrustee$25K

The highest reported compensation on the 2024 filing was $25K, to C John Matteson (Treasurer/Trustee). 7 officers or directors reported compensation on that filing.

Contact

Application contact: C John Matteson
Mailing address: 1600 South Ave Suite 250, Rochester, NY 14620
Phone: (585) 461-4950
Website: https://www.dmjf.org

Frequently asked questions about Daisy Marquis Jones Foundation

How much does Daisy Marquis Jones Foundation give each year?

Daisy Marquis Jones Foundation gave $2.7M across 85 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $2.6M across 87 grants.

What is Daisy Marquis Jones Foundation's typical grant size?

Daisy Marquis Jones Foundation's median grant in 2024 was $20,000, and its average grant was $32,240, across 85 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Daisy Marquis Jones Foundation that year got $24K on average.

Where does Daisy Marquis Jones Foundation give grants?

Daisy Marquis Jones Foundation gives mostly in New York: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Rochester, NY (60 grants), Adams, NY (4 grants), Honeoye, NY (3 grants) and Penn Yan, NY (2 grants).

Does Daisy Marquis Jones Foundation give general operating support?

Yes: 40% of Daisy Marquis Jones Foundation's 2024 grants with a stated purpose (34 of 85) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Daisy Marquis Jones Foundation's largest grantees?

Daisy Marquis Jones Foundation's largest 2024 grantees include Genesee Country Museum ($208,250), George Eastman Museum ($200,000) and Center for Youth Services Inc ($150,000), according to its 2024 IRS Form 990-PF. Together they received 20% of its itemized 2024 grant dollars.

How large is Daisy Marquis Jones Foundation?

Daisy Marquis Jones Foundation reported $48.0M in total assets on its 2024 IRS Form 990-PF. It paid out $3.1M in qualifying distributions that year, against a required minimum of $3.3M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Daisy Marquis Jones Foundation fund?

The Foundation’s mission is to improve the well-being of residents in Monroe and Yates counties, with a central concern for disadvantaged children, families, and their neighborhoods. See mission & focus areas ↑

How do I apply for a grant from Daisy Marquis Jones Foundation?

The process begins with a letter of inquiry for organizations that have not received a grant, have not received one in more than two years, have had a major organizational change, or plan to seek support for a… Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Daisy Marquis Jones Foundation's EIN?

Daisy Marquis Jones Foundation's EIN (Employer Identification Number) is 23-7000227. IRS Form 990 filing data is available on this page for 2020–2024.

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

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