Marjorie S Rowley Trust

GOSHEN, NY EIN: 13-3915116

Marjorie S Rowley Trust is a private foundation focused on Health, based in GOSHEN, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $114K in total assets. In 2024, it awarded 1 grants totaling $5K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$114K

-1.8% YoY

Annual Giving

$5K

+36.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$5K

+36.9% YoY

Under IRS private-foundation payout rules, Marjorie S Rowley Trust reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Marjorie S Rowley Trust

Based on IRS filings

Focus Areas

Health Diseases and conditions

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $16K (100%)

States

New York

Cities

Goshen

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$114,285	$116,334	$115,259
Revenue	$3,663	$5,426	$2,349
Expenses	$5,712	$4,351	$2,508
Qualifying Distributions	$5,138	$3,752	$1,916
Net Investment Income	$4,544	$3,516	$1,754
Distributable Amount	$5,743	$5,606	—

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Inspire ($5,138).

Recipient	Purpose	Amount
INSPIRE GOSHEN, NY	FUNDS FOR GENERAL EXPENSES	$5,138

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Health Diseases and conditions

Frequently Asked Questions

What is Marjorie S Rowley Trust?

Marjorie S Rowley Trust is a private foundation focused on Health, based in GOSHEN, NY. It holds $114K in total assets as of 2024.

How large is Marjorie S Rowley Trust?

As of 2024, Marjorie S Rowley Trust holds $114K in total assets with $4K in annual revenue. It awarded 1 grants totaling $5K in 2024.

Where does Marjorie S Rowley Trust operate?

Marjorie S Rowley Trust has awarded grants in New York.

What size grants does Marjorie S Rowley Trust award?

In 2024, Marjorie S Rowley Trust awarded 1 grants totaling $5K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is Marjorie S Rowley Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marjorie S Rowley Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.