Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund is a private foundation, based in Tolland, CT. IRS filing data is available from 2021 through 2026. As of 2026, the organization holds $167K in total assets. In 2026, it awarded 1 grant totaling $113K. Net investment income was $26K.
Key facts about Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund
In short: Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund gave $113K across 1 grant in 2026 (avg $113K), mostly in Connecticut. Source: 2026 IRS Form 990-PF.
- EIN
- 06-6216205
- Latest 990 filing
- Form 990-PF, 2026
- Annual giving (2026)
- $113,039
- Grants made (2026)
- 1
- Average grant
- $113,039
- Median grant
- $113,039
- Total assets
- $166,900
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
Data from IRS Form 990-PF, 2026; updated September 2026.
Financial Overview
From 2026 IRS Form 990-PF · View filing
Total Assets
$167K
-34.2% YoY
Annual Giving
$113K
+1016.3% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$113K
+1016.3% YoY
Under IRS private-foundation payout rules, Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund reported a distributable amount of $12K for 2026 — the minimum it must pay out in qualifying distributions.
How Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund gives
- Giving grew 596% from 2023 to 2026. Method
- In 2026 it paid out 974% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $9K (2021) to $113K (2026). In 2026 it made 1 grant totaling $113K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2026
The largest 2026 recipient was United Congregational Church ($113K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 4 grants of 5 (80%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Congregational Church Tolland, CT | General use | $113,039 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2026 | 2025 | 2024 |
|---|---|---|---|
| Total Assets | $166,900 | $253,641 | $169,756 |
| Revenue | $26,298 | $5,427 | $5,341 |
| Expenses | $113,039 | $10,126 | $9,937 |
| Qualifying Distributions | $113,039 | $10,126 | $9,937 |
| Net Investment Income | $26,298 | $5,427 | $5,219 |
| Distributable Amount | $11,606 | $12,831 | $11,660 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 26, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund is led by Rebecca Vicki, Finance Team Chairperson on the 2026 filing — the only officer listed, and uncompensated.
Officers on the 2026 filing
Rebecca Vicki
Finance Team Chairperson
New on the 2026 filing
1 hr/week
No compensation reported
Former officers (7)
- Former: Chris Lewis (2023–2025) — Trustee Nominal
- Former: Christine Hutton (2025) — Trustee Nominal
- Former: Douglas Moore (2022–2024) — Trustee Nominal
- Former: Lois Pabst (2024) — Trustee Nominal
- Former: Douglas Harley (2021–2023) — Trustte Nominal
- Former: Kathleen W. Bach (2021–2022) — Trustee Nominal
- Former: James Day (2021) — Trustee Nominal
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund
How much does Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund give each year?
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund gave $113K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $10K across 1 grant.
How large is Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund?
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund reported $167K in total assets on its 2026 IRS Form 990-PF. It paid out $113K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
Where does Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund operate?
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund has awarded grants in Connecticut.
What is Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund's EIN?
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund's EIN (Employer Identification Number) is 06-6216205. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund by hand.
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