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.
Marjorie R Stermer Charitable Trust at a glance
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.
- Annual giving (2025)
- $15,360
- +8.2% vs 2024
- Grants made (2025)
- 6
- +0.0% vs 2024
- Average grant
- $2,560
- +8.2% vs 2024
- Median grant
- $2,560
- Total assets
- $265,114
- -0.6% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Marjorie R Stermer Charitable Trust funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
States
Cities
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.
Giving History
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.
Grants by year
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 |
Ready to take the next step with Marjorie R Stermer Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $265,114 | $19,400 | $21,018 | $15,360 | 6 | $16,747 | $15,350 | $17,858 |
| 2024 | $266,651 | $19,530 | $19,202 | $14,190 | 6 | $15,490 | $15,883 | $16,649 |
| 2023 | $264,010 | $12,680 | $21,323 | $16,680 | 6 | $17,917 | $8,049 | $15,445 |
| 2022 | $272,178 | $12,890 | $48,875 | $37,158 | 6 | $37,708 | $8,823 | $17,208 |
| 2021 | $305,324 | $16,068 | $5,057 | — | — | — | $11,734 | $18,423 |
| 2019 | $321,989 | $5,436 | $4,168 | — | — | — | $4,195 | $16,010 |
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.
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.
Data update history
(6)
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
Live grants for the work Marjorie R Stermer Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Marjorie R Stermer Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Lindau Foundation Inc
Elmira, NY
The Lindau Foundation supports arts, health, education, community, and social-service organizations, primarily in New York, with some funding in Pennsylvania. Its 2026 grants ranged from $2,000 to $16,500, with a median of $3,500. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$983K
Grants
11
Total Given
$53K
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
Captain James E Turner Jr Usnr Scholarship Tr
Oneonta, NY
The foundation funds scholarships through grants to colleges and universities, with most of its giving going to recipients in New York. In 2025, it made 16 grants ranging from $1,720 to $5,700. It requires a completed scholarship application; the filing lists May 15 as a deadline.
Assets
$713K
Grants
16
Total Given
$35K
Harold I & Faye B Liss Foundation Inc
Jericho, NY
The foundation supports charitable organizations across health care, arts and culture, Jewish life, and social services, with 2024 grants ranging from $5,000 to $50,000 and a median of $15,000. Its 2024 grants primarily went to organizations in New York, New Jersey, and Connecticut, with some funding in Pennsylvania. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$1.5M
Grants
22
Total Given
$365K
LFH Foundation Family Trust
Delray Beach, FL
The foundation supports preselected charitable organizations across education, human services, health research, and historical preservation; its 2024 grants ranged from $1,000 to $500,000, with a median of $16,500. Most 2024 funding went to New York, followed by New Jersey, Florida, California, and Massachusetts. It does not accept unsolicited funding requests.
Assets
$26.7M
Grants
38
Total Given
$1.7M
The Community Foundation of Herkimer and Oneida Counties Inc
Utica, NY
The Community Foundation of Herkimer and Oneida Counties supports nonprofits and community initiatives, with focus areas including neighborhood revitalization, community vibrancy, healthcare, and workforce development. Its 2024 itemized grants ranged from $2,157 to $605,499, with a median of $17,172, primarily benefiting organizations in Herkimer and Oneida counties. It accepts submissions to its Mohawk Valley Giving Guide for eligible project or program requests of $2,500 or less; the profile also invites funding inquiries.
Assets
$221.2M
Grants
190
Total Given
$7.1M
More similar funders
More Funders in New York
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Marjorie R Stermer Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Marjorie R Stermer Charitable Trust down — hundreds of funders to go?