Herrschaft Marion B Trust

BROOKLYN, OH EIN: 01-6041087

Herrschaft Marion B Trust is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $503K in total assets. In 2024, it awarded 2 grants totaling $31K. Net investment income was $30K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$503K

-0.8% YoY

Annual Giving

$31K

+21.1% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$16K

+21.1% YoY

Under IRS private-foundation payout rules, Herrschaft Marion B Trust reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Herrschaft Marion B Trust

Based on IRS filings

Herrschaft Marion B Trust is a private foundation, based in BROOKLYN, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $503K in total assets. In 2024, it awarded 2 grants totaling $31K. Net investment income was $30K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AshtabulaBrooklynRockville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$41K$83K$124K$165K20202021202220232024
Metric202420232022
Total Assets$503,064$507,030$531,986
Revenue$34,214$7,172$-6,498
Expenses$38,181$32,129$29,599
Qualifying Distributions$33,507$28,027$20,974
Net Investment Income$29,770$4,767$2,526
Distributable Amount$23,978$22,511$23,484

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$16K$23K$31K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

HELEN KELLER SERVICES FO…$16KGOODWILL INDUSTRIES$16K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Helen Keller Services for Blind ($15,513), Goodwill Industries ($15,513).

RecipientPurposeAmount
HELEN KELLER SERVICES FOR BLIND BROOKLYN, NYGENERAL OPERATING$15,513
GOODWILL INDUSTRIES ROCKVILLE, MDGENERAL OPERATING$15,513

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

KEYBANK N ATRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
KEYBANK N ATRUSTEE1$5,925

Frequently Asked Questions

How large is Herrschaft Marion B Trust?

As of 2024, Herrschaft Marion B Trust holds $503K in total assets with $34K in annual revenue. It awarded 2 grants totaling $31K in 2024.

Where does Herrschaft Marion B Trust operate?

Herrschaft Marion B Trust has awarded grants in Maryland, New York, Ohio.

What size grants does Herrschaft Marion B Trust award?

In 2024, Herrschaft Marion B Trust awarded 2 grants totaling $31K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Herrschaft Marion B Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Herrschaft Marion B Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Herrschaft Marion B Trust's EIN?

Herrschaft Marion B Trust's EIN (Employer Identification Number) is 01-6041087. IRS Form 990 filing data is available on this page for 2020–2024.

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

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