Marjorie R Stermer Charitable Trust
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
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.
About Marjorie R Stermer Charitable Trust
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
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 |
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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.