Mary Carrozza Irrev Trust

PENNINGTON, NJ EIN: 22-7011011

Mary Carrozza Irrev Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 3 grants totaling $161K. Net investment income was $249K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

+1.9% YoY

Annual Giving

$161K

-2.5% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$54K

-2.5% YoY

Under IRS private-foundation payout rules, Mary Carrozza Irrev Trust reported a distributable amount of $202K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary Carrozza Irrev Trust

Based on IRS filings

Mary Carrozza Irrev Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 3 grants totaling $161K. Net investment income was $249K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

MemphisNew BritiainWaterbury

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$135K$270K$405K$540K20202021202220232024
Metric202420232022
Total Assets$3,681,909$3,612,876$3,682,115
Revenue$266,134$164,569$273,552
Expenses$195,648$219,052$236,997
Qualifying Distributions$179,109$192,768$202,888
Net Investment Income$249,078$138,337$248,735
Distributable Amount$202,451$188,634$194,330

Giving Over Time

Total grant dollars and number of grants per year

$0$43K$87K$130K$173K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

HOSPITAL FOR SPECIAL CARE$54KTHE SALVATION ARMY$54KST JUDES CHILDREN'S$54K

Grant Size Distribution

15 grants across all recorded years

<$50K15$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Hospital for Special Care ($53,505), The Salvation Army ($53,505), St Judes Children's ($53,505).

RecipientPurposeAmount
HOSPITAL FOR SPECIAL CARE NEW BRITIAIN, CTGENRAL OPERATING$53,505
THE SALVATION ARMY WATERBURY, CTGENERAL OPERATING$53,505
ST JUDES CHILDREN'S MEMPHIS, TNGENERAL OPERATING$53,505

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ATRUSTEE$31K

From 2024 filing

NameTitleHoursCompensation
DANIEL A SLIVERCO-TRUSTEE1
BANK OF AMERICA N ATRUSTEE2$30,990

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Mary Carrozza Irrev Trust?

Mary Carrozza Irrev Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PENNINGTON, NJ. It holds $3.7M in total assets as of 2024.

How large is Mary Carrozza Irrev Trust?

As of 2024, Mary Carrozza Irrev Trust holds $3.7M in total assets with $266K in annual revenue. It awarded 3 grants totaling $161K in 2024.

Where does Mary Carrozza Irrev Trust operate?

Mary Carrozza Irrev Trust has awarded grants in Connecticut, Tennessee.

What size grants does Mary Carrozza Irrev Trust award?

In 2024, Mary Carrozza Irrev Trust awarded 3 grants totaling $161K — an average of about $54K per grant, based on its IRS Form 990 filings.

How much is Mary Carrozza Irrev Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Carrozza Irrev Trust reported a distributable amount of $202K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary Carrozza Irrev Trust's EIN?

Mary Carrozza Irrev Trust's EIN (Employer Identification Number) is 22-7011011. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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