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.
Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund at a glance
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.
- Annual giving (2026)
- $113,039
- +1016.3% vs 2025
- Grants made (2026)
- 1
- +0.0% vs 2025
- Average grant
- $113,039
- +1016.3% vs 2025
- Median grant
- $113,039
- Total assets
- $166,900
- -34.2% vs 2025
- Primary geography
- Connecticut (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Marjorie J Baldwin Estate Tr Aka Mary Jewell Baldwin Fund funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2026 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
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.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| United Congregational Church Tolland, CT | General use | $113,039 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $166,900 | $26,298 | $113,039 | $113,039 | 1 | $113,039 | $26,298 | $11,606 |
| 2025 | $253,641 | $5,427 | $10,126 | $10,126 | 1 | $10,126 | $5,427 | $12,831 |
| 2024 | $169,756 | $5,341 | $9,937 | $9,937 | 1 | $9,937 | $5,219 | $11,660 |
| 2023 | $174,352 | $9,759 | $16,251 | $16,251 | 1 | $16,251 | $5,703 | $12,537 |
| 2022 | $180,844 | $5,690 | $11,280 | $11,280 | 1 | $11,280 | $4,750 | $13,418 |
| 2021 | $186,434 | $5,691 | $8,505 | $8,505 | 1 | — | $4,245 | $11,427 |
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.
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.
Data update history
(2)
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
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