Marjory H Yeakley Charitable Trust
Marjory H Yeakley Charitable Trust is a private foundation, based in Exeter, NH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $818K in total assets. In 2025, it awarded 2 grants totaling $53K. Net investment income was $68K.
Marjory H Yeakley Charitable Trust at a glance
In short: Marjory H Yeakley Charitable Trust gave $53K across 2 grants in 2025 (avg $26K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,620
- +2.7% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $26,310
- +54.0% vs 2024
- Median grant
- $26,310
- Total assets
- $817,537
- +1.0% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Marjory H Yeakley Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Wellesley College ($47K). Together the top 2 received $53K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Marjory H Yeakley Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 95% 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 2021 to 2025, annual grant giving ranged from $51K (2021) to $54K (2023). In 2025 it made 2 grants totaling $53K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wellesley College Wellesley, MA | College Discretion | $47,358 |
| Greater Lowell Children's Fund Lowell, MA | Charitable Contribution | $5,262 |
Ready to take the next step with Marjory H Yeakley 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 | $817,537 | $89,579 | $81,363 | $52,620 | 2 | $59,524 | $68,267 | $62,409 |
| 2024 | $809,321 | $34,698 | $76,195 | $51,253 | 3 | $57,239 | $18,604 | $58,658 |
| 2023 | $850,818 | $25,551 | $78,871 | $54,130 | 2 | $60,178 | $18,426 | $57,233 |
| 2022 | $904,138 | $60,120 | $82,136 | $53,826 | 2 | $60,846 | $39,960 | $61,218 |
| 2021 | $926,169 | $109,703 | $79,228 | $50,727 | 2 | — | $89,600 | $60,776 |
Under IRS private-foundation payout rules, Marjory H Yeakley Charitable Trust reported a distributable amount of $62K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marjory H Yeakley Charitable Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Janice W. Sinclair
Co-Trustee
On filings since 2021
2 hrs/week
$7K (2021) → $7K (2025)
Ronald P. Weyland
Co-Trustee
On filings since 2021
2 hrs/week
$7K (2021) → $7K (2025)
Data from IRS Form 990 filings, 2021–2025. "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 $7K, to Janice W Sinclair (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Marjory H Yeakley Charitable Trust
How much does Marjory H Yeakley Charitable Trust give each year?
Marjory H Yeakley Charitable Trust gave $53K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 3 grants.
How large is Marjory H Yeakley Charitable Trust?
Marjory H Yeakley Charitable Trust reported $818K in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $62K (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.
Where does Marjory H Yeakley Charitable Trust operate?
Marjory H Yeakley Charitable Trust has awarded grants in Massachusetts.
What is Marjory H Yeakley Charitable Trust's EIN?
Marjory H Yeakley Charitable Trust's EIN (Employer Identification Number) is 56-6616841. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work Marjory H Yeakley Charitable Trust funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Marjory H Yeakley Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
The Michael and Norah Videtta
Exeter, NH
Assets
$4.4M
Grants
7
Total Given
$319K
The Robert L & Ellen D Stern Foundation
Port Washington, NY
Assets
$1.3M
Grants
1
Total Given
$64K
Schimberg Family Charitable Foundation
Cincinnati, OH
Assets
—
Grants
2
Total Given
$761K
Harlyn Foundation Inc
New York, NY
Assets
$143K
Grants
2
Total Given
$10K
The Jerome a Schiff Charitable Trust
Wellesley, MA
Assets
$987K
Grants
2
Total Given
$62K
Master Craftsmen Foundation
Kansas City, MO
Assets
—
Grants
6
Total Given
$2.9M
More similar funders
More Funders in New Hampshire
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Marjory H Yeakley 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.
Marjory H Yeakley Charitable Trust down — hundreds of funders to go?