Marjory H Yeakley Charitable Trust

Foundation · Grantmaker EXETER, NH EIN: 56-6616841

Marjory H Yeakley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$818K

+1.0% YoY

Annual Giving

$53K

+2.7% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$26K

+54.0% YoY

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.

About Marjory H Yeakley 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

Massachusetts $263K (100%)

States

Massachusetts

Cities

BoxfordLowellMethuenRowleySalemWellesleyWest Newbury

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$817,537	$809,321	$850,818
Revenue	$89,579	$34,698	$25,551
Expenses	$81,363	$76,195	$78,871
Qualifying Distributions	$59,524	$57,239	$60,178
Net Investment Income	$68,267	$18,604	$18,426
Distributable Amount	$62,409	$58,658	$57,233

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Wellesley College ($47,358), Greater Lowell Children's Fund ($5,262).

Recipient	Purpose	Amount
GREATER LOWELL CHILDREN'S FUND LOWELL, MA	CHARITABLE CONTRIBUTION	$5,262
WELLESLEY COLLEGE WELLESLEY, MA	COLLEGE DISCRETION	$47,358

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
JANICE W SINCLAIR	CO-TRUSTEE	2	$6,904
RONALD P WEYLAND	CO-TRUSTEE	2	$6,904

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Marjory H Yeakley Charitable Trust?

Marjory H Yeakley Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in EXETER, NH. It holds $818K in total assets as of 2025.

How large is Marjory H Yeakley Charitable Trust?

As of 2025, Marjory H Yeakley Charitable Trust holds $818K in total assets with $90K in annual revenue. It awarded 2 grants totaling $53K in 2025.

Where does Marjory H Yeakley Charitable Trust operate?

Marjory H Yeakley Charitable Trust has awarded grants in Massachusetts.

What size grants does Marjory H Yeakley Charitable Trust award?

In 2025, Marjory H Yeakley Charitable Trust awarded 2 grants totaling $53K — an average of about $26K per grant, based on its IRS Form 990 filings.

How much is Marjory H Yeakley Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Marjory H Yeakley Charitable Trust reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.