Marjory H Yeakley Charitable Trust
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.
Key facts about Marjory H Yeakley Charitable Trust
- EIN
- 56-6616841
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $52,620
- Grants made (2025)
- 2
- Average grant
- $26,310
- Median grant
- $26,310
- Total assets
- $817,537
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
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.
Next steps with Marjory H Yeakley Charitable Trust
- How to evaluate Marjory H Yeakley Charitable Trust as a funder
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Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$818K
+1.0% YoY
Annual Giving
$53K
+2.7% YoY
Grant Count
2
-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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 2 itemized 2025 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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 recipients include Wellesley College ($47,358), Greater Lowell Children's Fund ($5,262).
| Recipient | Purpose | Amount |
|---|---|---|
| WELLESLEY COLLEGE Wellesley, MA | COLLEGE DISCRETION | $47,358 |
| GREATER LOWELL CHILDREN'S FUND Lowell, MA | CHARITABLE CONTRIBUTION | $5,262 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 IRS 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
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.