Marjorie R Stermer Charitable Trust
Marjorie R Stermer Charitable Trust is a private foundation, based in Elmira, NY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $265K in total assets. In 2025, it awarded 6 grants totaling $15K. Net investment income was $15K.
Key facts about Marjorie R Stermer Charitable Trust
In short: Marjorie R Stermer Charitable Trust gave $15K across 6 grants in 2025 (avg $3K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 16-6498259
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $15,360
- Grants made (2025)
- 6
- Average grant
- $2,560
- Median grant
- $2,560
- Total assets
- $265,114
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$265K
-0.6% YoY
Annual Giving
$15K
+8.2% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$3K
+8.2% YoY
Under IRS private-foundation payout rules, Marjorie R Stermer Charitable Trust reported a distributable amount of $18K for 2025 — the minimum it must pay out in qualifying distributions.
How Marjorie R Stermer Charitable Trust gives
- Giving fell 59% from 2022 to 2025. Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025 grant dollars across all 6 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $14K (2024) to $37K (2022). In 2025 it made 6 grants totaling $15K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Food Bank of the Southern Tier ($3K). Together the top 6 received $15K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Food Bank of the Southern Tier Elmira, NY | Unrestricted - General | $2,560 |
| NYS 4-H Foundation Inc Auburn, NY | Unrestricted - General | $2,560 |
| Elmira College Elmira, NY | Unrestricted - General | $2,560 |
| Chemung County Humane Society & SPCA Inc Elmira, NY | Unrestricted - General | $2,560 |
| Arnot Health Foundation Elmira, NY | Unrestricted - General | $2,560 |
| American Red Cross Elmira, NY | Unrestricted - General | $2,560 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $265,114 | $266,651 | $264,010 |
| Revenue | $19,400 | $19,530 | $12,680 |
| Expenses | $21,018 | $19,202 | $21,323 |
| Qualifying Distributions | $16,747 | $15,490 | $17,917 |
| Net Investment Income | $15,350 | $15,883 | $8,049 |
| Distributable Amount | $17,858 | $16,649 | $15,445 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS February 18, 2020)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 24, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS January 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS January 6, 2026)
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Officers and directors from IRS filings
Marjorie R Stermer Charitable Trust's only listed officer is Chemung Canal Trust CO, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Chemung Canal Trust CO
Trustee
On filings since 2021
1 hr/week
$5K (2021) → $4K (2025)
Former officers (1)
- Former: Chemung Canal Trust Company (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Chemung Canal Trust CO (Trustee).
Frequently asked questions about Marjorie R Stermer Charitable Trust
How much does Marjorie R Stermer Charitable Trust give each year?
Marjorie R Stermer Charitable Trust gave $15K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 6 grants.
What is Marjorie R Stermer Charitable Trust's typical grant size?
Marjorie R Stermer Charitable Trust's median grant in 2025 was $2,560, and its average grant was $2,560, across 6 grants on its 2025 IRS Form 990-PF.
Where does Marjorie R Stermer Charitable Trust give grants?
Marjorie R Stermer Charitable Trust gives mostly in New York: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Elmira, NY (5 grants).
Does Marjorie R Stermer Charitable Trust give general operating support?
Yes: 100% of Marjorie R Stermer Charitable Trust's 2025 grants with a stated purpose (6 of 6) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Marjorie R Stermer Charitable Trust's largest grantees?
Marjorie R Stermer Charitable Trust's largest 2025 grantees include Food Bank of the Southern Tier ($2,560), NYS 4-H Foundation Inc ($2,560) and Elmira College ($2,560), according to its 2025 IRS Form 990-PF. Together they received 50% of its itemized 2025 grant dollars.
How large is Marjorie R Stermer Charitable Trust?
Marjorie R Stermer Charitable Trust reported $265K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $18K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Marjorie R Stermer Charitable Trust's EIN?
Marjorie R Stermer Charitable Trust's EIN (Employer Identification Number) is 16-6498259. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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