Marigold Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $44K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.6M
+29.1% YoY
Annual Giving
$28K
-95.1% YoY
Grant Count
1
-90.0% YoY
Avg Grant Size
$28K
-50.9% YoY
Under IRS private-foundation payout rules, Marigold Charitable Trust reported a distributable amount of $23K for 2024 — the minimum it must pay out in qualifying distributions.
About Marigold Charitable Trust
Based on IRS filings
Marigold Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 1 grants totaling $28K. Net investment income was $44K.
Focus Areas
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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 | $4,592,932 | $3,556,692 | $3,986,992 |
| Revenue | $44,289 | $240,095 | $107,381 |
| Expenses | $48,354 | $673,825 | $569,022 |
| Qualifying Distributions | $48,354 | $646,623 | $529,750 |
| Net Investment Income | $44,289 | $212,643 | $77,484 |
| Distributable Amount | $22,847 | $217,862 | $247,286 |
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
45 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Boston Medical Center ($27,613).
| Recipient | Purpose | Amount |
|---|---|---|
| BOSTON MEDICAL CENTER BOSTON, MA | FELLOWSHIP PAYMENT | $27,613 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BEVERLY G MARRAM | TRUSTEE | 10 | — |
| MERYL RICH | TRUSTEE | 3 | $332 |
| SUSAN SHAMUS | TRUSTEE | 30 | $6,154 |
| SONJA CANTU | TRUSTEE | 30 | $7,500 |
| GREGORY ZAFF | TRUSTEE | 3 | — |
| DONALD MOSKOWITZ | PROGRAM DIRECTOR | 40 | $5,208 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Marigold Charitable Trust?
Marigold Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $4.6M in total assets as of 2024.
How large is Marigold Charitable Trust?
As of 2024, Marigold Charitable Trust holds $4.6M in total assets with $44K in annual revenue. It awarded 1 grants totaling $28K in 2024.
Where does Marigold Charitable Trust operate?
Marigold Charitable Trust has awarded grants in Massachusetts.
What size grants does Marigold Charitable Trust award?
In 2024, Marigold Charitable Trust awarded 1 grants totaling $28K — an average of about $28K per grant, based on its IRS Form 990 filings.
How much is Marigold Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marigold Charitable Trust reported a distributable amount of $23K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Marigold Charitable Trust's EIN?
Marigold Charitable Trust's EIN (Employer Identification Number) is 20-6748222. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Marigold Charitable 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.
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