Educational Fund of Rochester NY Branch
Educational Fund of Rochester NY Branch is a private foundation, based in Rochester, NY. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $185K in total assets. In 2025, it awarded 7 grants totaling $12K.
Key facts about Educational Fund of Rochester NY Branch
In short: Educational Fund of Rochester NY Branch gave $12K across 7 grants in 2025 (avg $2K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 51-0204285
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $11,951
- Grants made (2025)
- 7
- Average grant
- $1,707
- Median grant
- $1,300
- Total assets
- $185,313
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$185K
+1.6% YoY
Annual Giving
$12K
+52.2% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$2K
+52.2% YoY
Under IRS private-foundation payout rules, Educational Fund of Rochester NY Branch reported a distributable amount of $9K for 2025 — the minimum it must pay out in qualifying distributions.
How Educational Fund of Rochester NY Branch gives
- In 2025 it paid out 197% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $3K (2023) to $12K (2025). In 2025 it made 7 grants totaling $12K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
20 grants across all recorded years
The most common grant size was under $50K: 20 grants of 20 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 7 individual scholarships Recipients not named | — | $11,951 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $185,313 | $182,481 | $179,395 |
| Revenue | $1,825 | $25 | — |
| Expenses | $20,110 | $13,996 | $14,488 |
| Qualifying Distributions | $17,670 | $12,254 | $12,812 |
| Distributable Amount | $8,956 | $8,753 | $8,289 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Educational Fund of Rochester NY Branch is led by Joan Kohout, Chair since 2023 (on filings since 2021); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Joan Kohout
Chair
Secretary → Trustee, 2022
Trustee → Chair, 2023
On filings since 2021
1.5 hrs/week
No compensation reported
Gaya Shakes
Trustee
On filings since 2021
1 hr/week
No compensation reported
Barbara Baer
Trustee
Treasurer → Trustee, 2023
On filings since 2022
0.1 hrs/week
No compensation reported
Barbara LeSavoy
Trustee
New on the 2025 filing
0.6 hrs/week
No compensation reported
Brittany Zeager
Trustee
New on the 2025 filing
0.5 hrs/week
No compensation reported
Sue Leone
Secretary
Trustee → Secretary, 2024
On filings since 2021
1 hr/week
No compensation reported
Kristina Smith
Treasurer
New on the 2025 filing
0.8 hrs/week
No compensation reported
Former officers (7)
- Former: Carol Achilles (2021–2024) — Treasurer
- Former: Myrtle Merritt (2021–2024) — Trustee
- Former: Lynne Mitchell (2022–2024) — Trustee
- Former: Priscilla Parker (2022–2024) — Trustee
- Former: Laurie Ditzel (2024) — Treasurer
- Former: Maureen Walsh (2021–2022) — Secretary
- Former: Sandra Kobel (2022) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Educational Fund of Rochester NY Branch
How much does Educational Fund of Rochester NY Branch give each year?
Educational Fund of Rochester NY Branch gave $12K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $8K across 7 grants.
What is Educational Fund of Rochester NY Branch's typical grant size?
Educational Fund of Rochester NY Branch's median grant in 2025 was $1,300, and its average grant was $1,707, across 7 grants on its 2025 IRS Form 990-PF.
Where does Educational Fund of Rochester NY Branch give grants?
Educational Fund of Rochester NY Branch gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Educational Fund of Rochester NY Branch give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Educational Fund of Rochester NY Branch's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarship Funds" (7 grants).
How large is Educational Fund of Rochester NY Branch?
Educational Fund of Rochester NY Branch reported $185K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $9K (roughly 5% of its investment assets).
What is Educational Fund of Rochester NY Branch's EIN?
Educational Fund of Rochester NY Branch's EIN (Employer Identification Number) is 51-0204285. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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