Mary Jane Brooks Charitable Trust

STEUBENVILLE, OH EIN: 27-1018187

The Mary Jane Brooks Charitable Trust is a private foundation established in Ohio in 2010, based in Steubenville, Ohio. The trust operates as an independent foundation with a focus on grantmaking to support various community initiatives and organizations across multiple sectors.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.9M

+3.3% YoY

Annual Giving

$555K

-3.2% YoY

Grant Count

14

+0.0% YoY

Avg Grant Size

$40K

-3.2% YoY

Under IRS private-foundation payout rules, Mary Jane Brooks Charitable Trust reported a distributable amount of $615K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust primarily funds initiatives including:

  • Bathroom updates and facility improvements
  • Website development
  • Walking trail construction
  • Training equipment procurement
  • Prescription packaging equipment acquisition
  • Police equipment upgrades
  • Nursing equipment purchases
  • Nature park development
  • Food pantry sustainability
  • Medical equipment and healthcare services
  • Community health initiatives
  • Human services

Grantmaking

The trust provided a $250,000 capital campaign grant that made possible Valley Hospice's inpatient hospice care center, which opened in the area over a decade ago.

Grant Range

$5,000–$128,109

Average Grant

amount: $34,888–$181 (varies by source)

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Geographic Focus

Where this funder awards grants

The trust supports projects in:

  • Ohio
  • Pennsylvania
  • West Virginia

Specific communities served include Bloomingdale, Columbus, Pittsburgh, Smithfield, Steubenville, Toronto, Weirton, and Wheeling.

Grant Distribution by State

3states

Cities

BloomingdaleColumbusEast LiverpoolPittsburghRichmondSmithfieldSteubenvilleTorontoWeirtonWheeingWheeling

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2023):

  • Total assets: $7,677,280–$7,933,350
  • Total revenues: $637,447
  • Total expenses: $674,945
  • Expense ratio: 105.9% of total revenue spent on programs

Contact Information:

  • Address: PO Box 39, Steubenville, OH 43952-5039
  • Telephone: 740-264-7173
  • EIN: 27-1018187
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$532K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$7,933,350$7,677,280$7,714,778
Revenue$922,820$637,447$374,702
Expenses$666,750$674,945$684,927
Qualifying Distributions$554,791$573,006$589,905
Net Investment Income$810,861$535,508$269,901
Distributable Amount$615,355$554,554$575,288

Giving Over Time

Total grant dollars and number of grants per year

$0$147K$295K$442K$590K12 grants202013 grants202111 grants202214 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

TRINITY HEALTH SYSTEM SC…$128KFARMACY WV PRESCRIPTIONS…$70KSTEUBENVILLE POLICE DEPA…$67KSTEUBENVILLE FIRE DEPART…$42KALIVE INC$41KTRINITY HEALTH SYSTEMS O…$38KFRIENDSHIP PARK DISTRICT…$36KYOUNG MENS CHRISTIAN ASS…$30KRICHMOND VOLUNTEER FIRE …$25KJEFFERSON COUNTY ANIMAL …$25K

Grant Size Distribution

64 grants across all recorded years

41<$50K18$50–100K5$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 Trinity Health System School ($128,109), Farmacy Wv Prescriptions for ($70,000), Steubenville Police Department ($66,500).

RecipientPurposeAmount
UNITED WAY OF JEFFERSON COUNTY STEUBENVILLE, OHCHARITABLE$5,000
SMITHFIELD FRIENDS CHURCH FOOD SMITHFIELD, OHFOOD$15,000
ALIVE INC STEUBENVILLE, OHNEW SHINGLE ROOF$40,962
TRINITY HEALTH SYSTEM SCHOOL STEUBENVILLE, OHSTANDARD ANATOMAGE TABLE & ACESS$128,109
STEUBENVILLE FIRE DEPARTMENT STEUBENVILLE, OHLIFE PAK CARDIAC MONITOR/DEFIBRILLA$42,257
FARMACY WV PRESCRIPTIONS FOR WHEELING, WVPRODUCE FOR PATIENTS$70,000
TRINITY HEALTH SYSTEMS OUTPATIENT STEUBENVILLE, OHTHERAPY EQUIPMENT$37,866
STEUBENVILLE POLICE DEPARTMENT STEUBENVILLE, OHLICENSE PLATE READING CAMERAS$66,500
RICHMOND VOLUNTEER FIRE & RESCUE RICHMOND, OH2024 FORD F350 SUPER DUTY$25,000
JEFFERSON COUNTY GENERAL HEALTH STEUBENVILLE, OHFACILITY UPGRADES$23,597

Leadership & Key People

Leadership team and compensation from IRS filings

The trust is managed by three trustees:

  • R. Peterson Chalfant (Trustee)
  • David E. D'Anniballe (Trustee)
  • Jason B. Chalfant (Trustee)

Each trustee receives compensation of $7,600 for their services.

Compensation Overview

From 2024 IRS filing

R PETERSON CHALFANTTRUSTEE$8KDAVID E D'ANNIBALLETRUSTEE$8KJASON B CHALFANTTRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
R PETERSON CHALFANTTRUSTEE$8,200
DAVID E D'ANNIBALLETRUSTEE$8,200
JASON B CHALFANTTRUSTEE$8,200

Recent News & Activity

Recent developments and announcements

2016

In 2016, the Mary Jane Brooks name was placed on Valley Hospice's inpatient care center in recognition of the trust's significant capital campaign contribution that made the facility's relocation and expansion possible.

Mary Jane Brooks name placed on hospice center | News, Sports, Jobs - The

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Mary Jane Brooks Charitable Trust fund?

The trust primarily funds initiatives including: • Bathroom updates and facility improvements • Website development • Walking trail construction • Training equipment procurement • Prescription packaging equipment acquisition • Police equipment upgrades • Nursing equipment purchases • Nature park development • Food pantry sustainability • Medical equipment and healthcare services • Community health initiatives • Human services

How do I apply for a grant from Mary Jane Brooks Charitable Trust?

**Grant Activity:** • The trust awarded 13-14 grants in recent years • Total giving: approximately $554,791–$573,006 annually • Average grant amount: $34,888–$181 (varies by source) • Median grant amount: $37,000 • Grant range: $5,000–$128,109 **Recent Grant Recipients (2023):** • FARMacyWV: $75,000 (Food Prescriptions) • Valley Hospice: $74,720 (Medical) • Jefferson County Animal Welfare League: $40,000 (Medical Equipment) • Rural Emergency Trauma Institute (Wheeling, WV): $42,663 (Medical Equ…

Where does Mary Jane Brooks Charitable Trust make grants?

The trust supports projects in: • Ohio • Pennsylvania • West Virginia Specific communities served include Bloomingdale, Columbus, Pittsburgh, Smithfield, Steubenville, Toronto, Weirton, and Wheeling.

What size grants does Mary Jane Brooks Charitable Trust award?

In 2024, Mary Jane Brooks Charitable Trust awarded 14 grants totaling $555K — an average of about $40K per grant, based on its IRS Form 990 filings.

How much is Mary Jane Brooks Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Jane Brooks Charitable Trust reported a distributable amount of $615K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mary Jane Brooks Charitable Trust's EIN?

Mary Jane Brooks Charitable Trust's EIN (Employer Identification Number) is 27-1018187. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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