Joseph and Ophelia Marian Trust
Joseph and Ophelia Marian Trust is a private foundation, based in TARRYTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $115K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $11K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$115K
+13.0% YoY
Annual Giving
$10K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$10K
+0.0% YoY
Under IRS private-foundation payout rules, Joseph and Ophelia Marian Trust reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph and Ophelia Marian Trust
Based on IRS filings
Joseph and Ophelia Marian Trust is a private foundation, based in TARRYTOWN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $115K in total assets. In 2024, it awarded 1 grants totaling $10K. Net investment income was $11K.
Ready to take the next step with Joseph and Ophelia Marian Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $114,745 | $101,571 | $89,600 |
| Revenue | $11,835 | $16,748 | $5,690 |
| Expenses | $11,052 | $10,774 | $5,916 |
| Qualifying Distributions | $10,000 | $10,000 | $5,000 |
| Net Investment Income | $11,006 | $16,043 | $4,930 |
| Distributable Amount | $5,282 | — | $4,643 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sisters of The Sacred Heart of Mary ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Sisters of The Sacred Heart of Mary Tarrytown, NY | For the collective needsof the retired Sisters/Membersof the Sacred Heart of Mary | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sr Mary Mechow | Trustee | — | — |
| Sr Monica Walsh | Trustee | — | — |
| Sr Catherine Vincie | Trustee | — | — |
Frequently Asked Questions
How large is Joseph and Ophelia Marian Trust?
As of 2024, Joseph and Ophelia Marian Trust holds $115K in total assets with $12K in annual revenue. It awarded 1 grants totaling $10K in 2024.
Where does Joseph and Ophelia Marian Trust operate?
Joseph and Ophelia Marian Trust has awarded grants in New York.
What size grants does Joseph and Ophelia Marian Trust award?
In 2024, Joseph and Ophelia Marian Trust awarded 1 grants totaling $10K — an average of about $10K per grant, based on its IRS Form 990 filings.
How much is Joseph and Ophelia Marian Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph and Ophelia Marian Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph and Ophelia Marian Trust's EIN?
Joseph and Ophelia Marian Trust's EIN (Employer Identification Number) is 23-7066431. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Joseph and Ophelia Marian Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.