Margaret J Early Charit Tr

Private foundation · Grantmaker Pennington, NJ EIN: 27-1445246

Margaret J Early Charit Tr is a private foundation, based in Pennington, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.6M in total assets. In 2025, it awarded 2 grants totaling $100K. Net investment income was $311K.

Key facts about Margaret J Early Charit Tr

In short: Margaret J Early Charit Tr gave $100K across 2 grants in 2025 (avg $50K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
27-1445246
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$100,000
Grants made (2025)
2
Average grant
$50,000
Median grant
$50,000
Total assets
$2,617,200
Primary geography
Massachusetts (50% 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

$2.6M

+7.9% YoY

Annual Giving

$100K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$50K

+0.0% YoY

Under IRS private-foundation payout rules, Margaret J Early Charit Tr reported a distributable amount of $143K for 2025 — the minimum it must pay out in qualifying distributions.

How Margaret J Early Charit Tr gives

  • Giving held roughly steady from 2022 to 2025 (+0%). Method
  • In 2025 it paid out 81% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Your AI grants department

Ready to take the next step with Margaret J Early Charit Tr?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 2 itemized grants.

Cities

BostonSyracusSyracuse

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K2 grants2020 2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $100K (2020) to $100K (2025). In 2025 it made 2 grants totaling $100K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Trustees of Boston University: $50KTrustees of Boston University$50KSyracuse University: $50KSyracuse University$50K

The largest 2025 recipient was Trustees of Boston University ($50K). Together the top 2 received $100K.

Grant Size Distribution

10 grants across all recorded years

<$50K10$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 10 grants of 10 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Trustees of Boston University Boston, MAUnrestricted General$50,000
Syracuse University Syracuse, NYUnrestricted General$50,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,617,200$2,426,088$2,361,775
Revenue$334,789$202,824$160,111
Expenses$143,014$137,698$136,045
Qualifying Distributions$115,803$121,591$119,390
Net Investment Income$310,603$186,969$145,069
Distributable Amount$142,855$134,662$121,407

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)

Leadership & Key People

Officers and directors from IRS filings

Margaret J Early Charit Tr's only listed officer is Bank Of America N A, Trustee on every filing since 2020 (compensated).

Officers on the 2025 filing

  • Bank Of America N A

    Trustee

    On filings since 2020

    2 hrs/week

    $29K (2020) → $40K (2025)

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Bank of America N a — Trustee: $40KBank of America N aTrustee$40K

The highest reported compensation on the 2025 filing was $40K, to Bank of America N a (Trustee).

Frequently asked questions about Margaret J Early Charit Tr

How much does Margaret J Early Charit Tr give each year?

Margaret J Early Charit Tr gave $100K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $100K across 2 grants.

How large is Margaret J Early Charit Tr?

Margaret J Early Charit Tr reported $2.6M in total assets on its 2025 IRS Form 990-PF. It paid out $116K in qualifying distributions that year, against a required minimum of $143K (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.

Where does Margaret J Early Charit Tr operate?

Margaret J Early Charit Tr has awarded grants in Massachusetts, New York.

What is Margaret J Early Charit Tr's EIN?

Margaret J Early Charit Tr's EIN (Employer Identification Number) is 27-1445246. IRS Form 990 filing data is available on this page for 2020–2025.

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

Your AI grants department

Here's the math on researching Margaret J Early Charit Tr by hand.

Explore Open Grants

Browse active grant opportunities in Margaret J Early Charit Tr's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

Ewing Marion Kauffman Foundation

Kansas City, MO

The Ewing Marion Kauffman Foundation funds college access and completion, workforce and career development, and entrepreneurship, with an emphasis on economic mobility and equitable opportunity in the Kansas City region. Its 2024 median grant was $75,000, though awards vary widely by program; the profile does not state whether it accepts unsolicited requests.

Education

Assets

—

Grants

364

Total Given

$95.0M

Felicia M Delorenzo Scholarship

Boston, MA

The Felicia M. DeLorenzo Scholarship Foundation supports post-secondary education for high school graduates who live in Arlington, Massachusetts, with scholarships recognizing academic achievement, strong work ethic, and community commitment. In 2024, grants ranged from $1,500 to $63,125, with a median of $4,500; the Foundation does not accept unsolicited funding requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$4.6M

Grants

61

Total Given

$367K

Ernst & Young Foundation

New York, NY

The Ernst & Young Foundation primarily supports higher education and preparation for business careers, with additional grants for educational projects, social justice, and disaster relief. Its 2025 grants ranged from $5,056 to $316,005, with a median of $13,525, and went to organizations across the United States.

Assets

$47.6M

Grants

637

Total Given

$16.7M

Alzheimer's Disease & Related Disorders Association Inc

Chicago, IL

The fund supports Alzheimer’s disease and dementia research, including scientific, clinical, social, and behavioral research, as well as related policy work. It awards grants to U.S. and international researchers; the profile does not state a typical giving level or whether unsolicited requests are accepted.

Diseases, Disorders & Medical Disciplines

Assets

$523.7M

Grants

79

Total Given

$73.3M

Jewish Federation of Metropolitan Chicago

Chicago, IL

The Jewish Federation of Metropolitan funds human services, education, community programs, Jewish life, and crisis relief in the Chicago area, as well as support for Israel and Jewish communities worldwide. Its 2025 grants ranged from about $5,000 to $27.4 million, with a median of about $20,000. Unsolicited requests are not addressed for the Federation overall; its separate Jewish Women’s Foundation accepts letters of intent, with proposals by invitation only.

Philanthropy, Voluntarism & Grantmaking

Assets

$1.1B

Grants

896

Total Given

$166.6M

Yale University

New Haven, CT

Yale supports education, research, scholarship, preservation, public service, and community organizations, including through sponsored research and fellowships. Its 2025 grants ranged from $3,000 to $14.3 million, with a median of about $136,000; recipients were based mainly in Connecticut, California, Massachusetts, New York, and Pennsylvania. The profile does not state whether Yale accepts unsolicited requests.

Education

Assets

$58.9B

Grants

364

Total Given

$168.2M

Walton Family Foundation Inc

Bentonville, AR

The Walton Family Foundation funds K–12 education, river and ocean conservation, and quality-of-life initiatives in Northwest Arkansas and the Arkansas-Mississippi Delta; its grants also support organizations and projects elsewhere in the U.S. Its 2024 grants had a median of $200,000, with awards ranging from $1,000 to $35.6 million. It does not accept unsolicited requests except from eligible public charter school developers applying to its startup grant program; other organizations must first submit a letter of inquiry and await an invitation.

Assets

$6.1B

Grants

1,020

Total Given

$562.3M

The Chicago Community Trust

Chicago, IL

The Chicago Community Trust funds nonprofits addressing economic mobility, wealth gaps, and urgent community needs, with priorities including homeownership, small businesses, education, quality jobs, and investment in underinvested communities. Its 2025 itemized grants had a median of $26,500, though awards vary widely; grants generally benefit Chicago-region residents, and the Trust directs applicants to open opportunities but does not state whether it accepts unsolicited requests.

Assets

$7.1B

Grants

4,316

Total Given

$1.2B

The Robert Wood Johnson Foundation

Princeton, NJ

The Robert Wood Johnson Foundation funds work to improve health and health equity in the United States, including health policy, community health, prevention, and social justice. In 2024, its grants ranged from $125 to $12.15 million, with a median of $40,000, and went to recipients across multiple states. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.4B

Grants

3,093

Total Given

$622.6M

Community Foundation of New Jersey

Morristown, NJ

The Community Foundation of New Jersey supports nonprofits and projects across arts, education, environment, health and human services, and social welfare. Its 2024 itemized grants had a median of about $19,800, though awards varied widely; funding went to organizations in multiple states, with 32% of itemized grant dollars going to New Jersey. It accepts applications for specific opportunities, and its FAQ encourages eligible New Jersey 501(c)(3) nonprofits to apply; requirements vary by opportunity.

Assets

$1.0B

Grants

1,321

Total Given

$93.8M

Crane Fund for Widows and Children

Englewood Cliffs, NJ

The Crane Fund for Widows and Children supports local charities, agencies, and schools addressing needs such as food insecurity, housing, education, health, environmental protection, and animal welfare in communities where Crane Company operates or its associates have connections. In 2024, grants ranged from $2,000 to $45,000, with a median of $4,500; it funds organizations in multiple states. The fund contributes only to preselected organizations and does not accept unsolicited requests.

Assets

—

Grants

985

Total Given

$4.5M

Community Food Bank Of New Jersey Inc

Hillside, NJ

The Community Food Bank of New Jersey funds community organizations addressing hunger and food insecurity, including food distribution, nutrition, and related support programs. Its 2025 grants ranged from $5,660 to $399,494, with a median of $20,000; nearly all funding went to organizations in New Jersey. The profile does not state whether it accepts unsolicited requests.

Assets

$125.2M

Grants

705

Total Given

$151.0M

More Funders in New Jersey

Margaret J Early Charit Tr down — hundreds of funders to go?

Want AI to do this for you?