Marjorie R Stermer Charitable Trust

ELMIRA, NY EIN: 16-6498259

Marjorie R Stermer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ELMIRA, NY. IRS filing data is available from 2021 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$265K

-0.6% YoY

Annual Giving

$15K

+8.2% YoY

Grant Count

+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.

About Marjorie R Stermer Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $83K (100%)

States

New York

Cities

AuburnElmira

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2025

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Food Bank of the Southern Tier ($2,560), Nys 4-h Foundation Inc ($2,560), Elmira College ($2,560).

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 ELMIRA, NY	UNRESTRICTED - GENERAL	$2,560
ARNOT HEALTH FOUNDATION ELMIRA, NY	UNRESTRICTED - GENERAL	$2,560
AMERICAN RED CROSS ELMIRA, NY	UNRESTRICTED - GENERAL	$2,560

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marjorie R Stermer Charitable Trust?

Marjorie R Stermer Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ELMIRA, NY. It holds $265K in total assets as of 2025.

How large is Marjorie R Stermer Charitable Trust?

As of 2025, Marjorie R Stermer Charitable Trust holds $265K in total assets with $19K in annual revenue. It awarded 6 grants totaling $15K in 2025.

Where does Marjorie R Stermer Charitable Trust operate?

Marjorie R Stermer Charitable Trust has awarded grants in New York.

What size grants does Marjorie R Stermer Charitable Trust award?

In 2025, Marjorie R Stermer Charitable Trust awarded 6 grants totaling $15K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Marjorie R Stermer Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Marjorie R Stermer Charitable Trust reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2021–2025.