Marigold Charitable Trust
Marigold Charitable Trust is a private foundation, 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 9 grants totaling $431K. Net investment income was $1.1M.
Marigold Charitable Trust at a glance
In short: Marigold Charitable Trust gave $431K across 9 grants in 2024 (avg $48K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $431,180
- -23.4% vs 2023
- Grants made (2024)
- 9
- -10.0% vs 2023
- Average grant
- $47,909
- -14.9% vs 2023
- Median grant
- $40,000
- Total assets
- $4,596,450
- +29.2% vs 2023
- Primary geography
- Massachusetts (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Marigold Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Children's Advocacy Center of Suffolk County ($107K across 2 grants). Together the top 8 received $431K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 40 grants of 53 (75%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
States
Cities
How Marigold Charitable Trust gives
- Giving grew 22% from 2021 to 2024. Method
- In 2024 it paid out 242% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $353K (2021) to $563K (2023). In 2024 it made 9 grants totaling $431K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Children's Advocacy Center of Suffolk County Boston, MA | New Funding of CAC Bilingual Mental Health Clinician | $82,000 |
| Jeanne Geiger Crisis Center Newburyport, MA | Various Programs and Initiatives | $78,000 |
| Boston Medical Center Boston, MA | Child Witness to Violence Program | $72,806 |
| Camp Starfish Stow, MA | 26 Summer Campships | $49,000 |
| Sibling Connections Boston, MA | General Support | $40,000 |
| The Home for Little Wanderers Boston, MA | For smart training, group consultation sessions and purchase of smart equipment | $38,888 |
| Children's Advocacy Center of Suffolk County Boston, MA | For delivery of psb-cbt and cftsi services and group supervision/consultation & fidelity monitoring | $25,000 |
| Hawc Salem, MA | Children's Services Program | $25,000 |
| Boston Children's Hospital Boston, MA | Support of Project Shifa Marigold Families 2024 | $20,486 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $4,596,450 | $1,704,271 | $668,053 | $431,180 | 9 | $631,923 | $1,125,386 | $260,749 |
| 2023 | $3,556,692 | $240,095 | $673,825 | $562,789 | 10 | $646,623 | $212,643 | $217,862 |
| 2022 | $3,986,992 | $107,381 | $569,022 | $464,388 | 9 | $529,750 | $77,484 | $247,286 |
| 2021 | $4,448,633 | $476,581 | $451,709 | $352,538 | 12 | — | $456,631 | $285,766 |
| 2020 | $4,423,761 | $346,129 | $574,776 | $476,000 | 13 | — | $329,321 | $263,098 |
Under IRS private-foundation payout rules, Marigold Charitable Trust reported a distributable amount of $261K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marigold Charitable Trust's 2024 filing lists 6 officers; 5 of 6 officers listed in 2024 are compensated.
Officers on the 2024 filing
Meryl Rich
Trustee
On filings since 2020
3 hrs/week
$8K (2024)
Susan Shamus
Trustee
On filings since 2020
30 hrs/week
$65K (2024)
Gregory Zaff
Trustee
On filings since 2021
3 hrs/week
$2K (2023) → $750 (2024)
Sonja Cantu
Trustee
On filings since 2021
30 hrs/week
$56K (2024)
Donald Moskowitz
Program Director
New on the 2024 filing
40 hrs/week
$46K (2024)
Beverly G. Marram
Trustee
On filings since 2020
10 hrs/week
No compensation reported
Former officers (1)
- Former: Evelyn V. Moreno (2020–2021) — Trustee · Filing note: Through 092721
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $65K, to Susan Shamus (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Marigold Charitable Trust
How much does Marigold Charitable Trust give each year?
Marigold Charitable Trust gave $431K across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $563K across 10 grants.
What is Marigold Charitable Trust's typical grant size?
Marigold Charitable Trust's median grant in 2024 was $40,000, and its average grant was $47,909, across 9 grants on its 2024 IRS Form 990-PF.
Where does Marigold Charitable Trust give grants?
Marigold Charitable Trust gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Boston, MA (6 grants).
Does Marigold Charitable Trust give general operating support?
Yes: 11% of Marigold Charitable Trust's 2024 grants with a stated purpose (1 of 9) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Marigold Charitable Trust's largest grantees?
Marigold Charitable Trust's largest 2024 grantees include Children's Advocacy Center of Suffolk County ($107,000 across 2 grants), Jeanne Geiger Crisis Center ($78,000) and Boston Medical Center ($72,806), according to its 2024 IRS Form 990-PF. Together they received 60% of its itemized 2024 grant dollars.
How large is Marigold Charitable Trust?
Marigold Charitable Trust reported $4.6M in total assets on its 2024 IRS Form 990-PF. It paid out $632K in qualifying distributions that year, against a required minimum of $261K (roughly 5% of its investment assets).
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 3, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS January 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS August 9, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 27, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in Marigold Charitable Trust's focus areas in our free grants database
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