Educational Fund of Rochester NY Branch

ROCHESTER, NY EIN: 51-0204285

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.

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.

About Educational Fund of Rochester NY Branch

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Rochester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$6K$11K$17K$22K20212022202320242025
Metric202520242023
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
Net Investment Income
Distributable Amount$8,956$8,753$8,289

Giving Over Time

Total grant dollars and number of grants per year

$0$3K$6K$9K$12K5 grants20210 grants20221 grants20237 grants20247 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2025

Althea Reed$3KTiasiia Simpson$3KMelanie Funchess$2KSamiyah Wright$1KLondon Alexander$1KKelis Kearse$900Kailee Garcia$600

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Althea Reed ($3,000), Tiasiia Simpson ($3,000), Melanie Funchess ($2,000).

RecipientPurposeAmount
London Alexander Rochester, NYScholarship Funds$1,151
Melanie Funchess Rochester, NYScholarship Funds$2,000
Althea Reed Rochester, NYScholarship Funds$3,000
Tiasiia Simpson Rochester, NYScholarship Funds$3,000
Kailee Garcia Rochester, NYScholarship Funds$600
Kelis Kearse Rochester, NYScholarship Funds$900
Samiyah Wright Rochester, NYScholarship Funds$1,300

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
Barbara LeSavoyTrustee0.6
Barbara BaerTrustee0.1
Kristina SmithTreasurer0.8
Brittany ZeagerTrustee0.5
Sue LeoneSecretary1
Gaya ShakesTrustee1
Joan KohoutChair1.5

Frequently Asked Questions

How large is Educational Fund of Rochester NY Branch?

As of 2025, Educational Fund of Rochester NY Branch holds $185K in total assets with $2K in annual revenue. It awarded 7 grants totaling $12K in 2025.

Where does Educational Fund of Rochester NY Branch operate?

Educational Fund of Rochester NY Branch has awarded grants in New York.

What size grants does Educational Fund of Rochester NY Branch award?

In 2025, Educational Fund of Rochester NY Branch awarded 7 grants totaling $12K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Educational Fund of Rochester NY Branch required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Educational Fund of Rochester NY Branch reported a distributable amount of $9K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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

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