Margaret J Early Charitable Trust

PENNINGTON, NJ EIN: 27-1445246

Margaret J Early Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 2 grants totaling $100K. Net investment income was $187K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.4M

+2.7% YoY

Annual Giving

$100K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$50K

+0.0% YoY

Under IRS private-foundation payout rules, Margaret J Early Charitable Trust reported a distributable amount of $135K for 2024 — the minimum it must pay out in qualifying distributions.

About Margaret J Early Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $250K (50%)

New York $250K (50%)

States

Massachusetts New York

Cities

BostonSyracus

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,426,088	$2,361,775	$2,337,683
Revenue	$202,824	$160,111	$235,137
Expenses	$137,698	$136,045	$139,852
Qualifying Distributions	$121,591	$119,390	$120,140
Net Investment Income	$186,969	$145,069	$220,572
Distributable Amount	$134,662	$121,407	$122,934

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Trustees of Boston University ($50,000), Syracuse University ($50,000).

Recipient	Purpose	Amount
TRUSTEES OF BOSTON UNIVERSITY BOSTON, MA	GENERAL OPERATING	$50,000
Syracuse University SYRACUS, NY	GENERAL OPERATING	$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA N A	TRUSTEE	2	$35,985

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Margaret J Early Charitable Trust?

Margaret J Early Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $2.4M in total assets as of 2024.

How large is Margaret J Early Charitable Trust?

As of 2024, Margaret J Early Charitable Trust holds $2.4M in total assets with $203K in annual revenue. It awarded 2 grants totaling $100K in 2024.

Where does Margaret J Early Charitable Trust operate?

Margaret J Early Charitable Trust has awarded grants in Massachusetts, New York.

What size grants does Margaret J Early Charitable Trust award?

In 2024, Margaret J Early Charitable Trust awarded 2 grants totaling $100K — an average of about $50K per grant, based on its IRS Form 990 filings.

How much is Margaret J Early Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Margaret J Early Charitable Trust reported a distributable amount of $135K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Margaret J Early Charitable Trust's EIN?

Margaret J Early Charitable Trust's EIN (Employer Identification Number) is 27-1445246. IRS Form 990 filing data is available on this page for 2020–2024.