The Henry A and Mary J
The Henry A and Mary J is a private foundation based in Erie, Pennsylvania. In its 2025 filing, it reported 15 grants totaling $242,000, all to recipients in Pennsylvania.
The Henry A and Mary J at a glance
In short: The Henry A and Mary J gave $242K across 15 grants in 2025 (avg $16K), mostly in Pennsylvania. 20% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $242,000
- +3.0% vs 2024
- Grants made (2025)
- 15
- +25.0% vs 2024
- Average grant
- $16,133
- -17.6% vs 2024
- Median grant
- $10,000
- Total assets
- $2,860,246
- +2.1% vs 2024
- New grantees (estimate)
- 20% first-time grantees (3 of 15, 2025; small sample)
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Henry A and Mary J
- How to Apply
-
The filing directs applicants to “See Attached Statement” for the form and materials, deadlines, and restrictions.
- Contact
Application contact: The Henry A And Mary J Macdonald Fo
Mailing address: 100 State Street Suite 700, Erie, PA 16507
Phone: (814) 870-7712
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Henry A and Mary J funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Hamot Health Foundation ($50K). Together the top 10 received $217K.
Grant Size Distribution
60 grants across all recorded years
The most common grant size was under $50K: 57 grants of 60 (95%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2025 went to recipients in Pennsylvania. Listed recipients were in Erie, except Ella Cochran Food Pantry, which was in Harborcreek.
Grant Distribution by State
Share of 2025 grant dollars across all 15 itemized grants.
States
Cities
Is The Henry A and Mary J open to new grantees?
20%
first-time grantees, 2025
In 2025, 3 of 15 grantees (20%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $7K; repeat grants $19K. How we count
Medians: $5K first-time, $13K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+10%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $192K (2023) to $242K (2025). In 2025 it made 15 grants totaling $242K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hamot Health Foundation Erie, PA | General Unrestricted | $50,000 |
| Sarah A Reed Children's Center Erie, PA | General Unrestricted | $40,000 |
| St Martin Center Inc Erie, PA | General Unrestricted | $40,000 |
| Community Shelter Services Erie, PA | General unrestricted | $17,000 |
| Erie Philharmonic Inc Erie, PA | General unrestricted | $15,000 |
| Erie Civic Theatre Association Erie, PA | General unrestricted. | $15,000 |
| Bayfront NATO Inc Erie, PA | General Unrestricted | $10,000 |
| Booker T Washington Center Erie, PA | General Unrestricted | $10,000 |
| Shriners Hospital for Children Erie, PA | General unrestricted. | $10,000 |
| Community Blood Bank of Erie County Erie, PA | General unrestricted | $10,000 |
Ready to take the next step with The Henry A and Mary J?
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 | $2,860,246 | $378,668 | $320,090 | $242,000 | 15 | $281,317 | $345,017 | $266,360 |
| 2024 | $2,801,668 | $367,243 | $280,436 | $235,000 | 12 | $252,977 | $342,021 | $248,923 |
| 2023 | $2,714,859 | $136,441 | $250,425 | $192,000 | 11 | $219,122 | $109,944 | $223,472 |
| 2022 | $2,828,841 | $286,524 | $253,799 | $220,000 | 12 | $230,340 | $266,204 | $229,475 |
| 2021 | $2,796,139 | $219,873 | $280,531 | $235,000 | 10 | $252,534 | $194,305 | $260,294 |
| 2020 | $2,856,804 | $241,865 | $261,950 | $220,000 | 10 | — | $220,541 | $212,071 |
Under IRS private-foundation payout rules, The Henry A and Mary J reported a distributable amount of $266K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included support for Hamot Health Foundation, which says its mission is to support UPMC Hamot in serving patients and communities through quality, health, healing, and education. Sarah A. Reed Children’s Center describes its mission as enhancing the well-being of children, adults, and families. St Martin Center says it provides immediate assistance, education, and long-term services to strengthen lives and support the community.
Other 2025 recipients illustrate the range of organizations supported. Community Shelter Services says it provides temporary shelter and food for homeless families and individuals. Erie Civic Theatre Association and Erie Philharmonic describe their missions as providing theatrical opportunities and live orchestra concerts and programs, respectively. Bayfront NATO says it provides housing, meals, health services, and other programs to people in need, while Community Blood Bank of Erie County says it supplies donated blood to hospitals in northwestern Pennsylvania and western New York.
Grantmaking
In 2025, the foundation made 15 grants totaling $242,000. Grant amounts ranged from $5,000 to $50,000, with a median grant of $10,000. The largest awards were $50,000 to Hamot Health Foundation, $40,000 each to Sarah A Reed Children’s Center and St Martin Center, and $17,000 to Community Shelter Services. Erie Philharmonic and Erie Civic Theatre Association each received $15,000.
The filing states that the foundation does not restrict giving to preselected organizations. It lists the application form and materials, deadlines, and award restrictions as “See Attached Statement.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists S Craig Shamburg as Treasurer, John A Lauer as President, and Michael P Thomas as Secretary.
The Henry A and Mary J is led by John A Lauer, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
John A Lauer
President
On filings since 2020
0.5 hrs/week
No compensation reported
Michael P Thomas
Secretary
On filings since 2020
0.5 hrs/week
No compensation reported
S Craig Shamburg
Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Henry A and Mary J
How much does The Henry A and Mary J give each year?
The Henry A and Mary J gave $242K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $235K across 12 grants.
What is The Henry A and Mary J's typical grant size?
The Henry A and Mary J's median grant in 2025 was $10,000, and its average grant was $16,133, across 15 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Henry A and Mary J that year got $7K on average.
Where does The Henry A and Mary J give grants?
The Henry A and Mary J gives mostly in Pennsylvania: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Erie, PA (14 grants).
Does The Henry A and Mary J give general operating support?
Yes: 100% of The Henry A and Mary J's 2025 grants with a stated purpose (15 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Henry A and Mary J's largest grantees?
The Henry A and Mary J's largest 2025 grantees include Hamot Health Foundation ($50,000), Sarah A Reed Children's Center ($40,000) and St Martin Center Inc ($40,000), according to its 2025 IRS Form 990-PF. Together they received 54% of its itemized 2025 grant dollars.
How large is The Henry A and Mary J?
The Henry A and Mary J reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $281K in qualifying distributions that year, against a required minimum of $266K (roughly 5% of its investment assets).
What does The Henry A and Mary J fund?
No mission statement for the foundation is provided. Its 2025 grants included support for Hamot Health Foundation, which says its mission is to support UPMC Hamot in serving patients and communities through quality, health, healing, and education. Sarah A. See mission & focus areas ↑
How do I apply for a grant from The Henry A and Mary J?
The filing directs applicants to “See Attached Statement” for the form and materials, deadlines, and restrictions. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Henry A and Mary J's EIN?
The Henry A and Mary J's EIN (Employer Identification Number) is 25-1640459. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Henry A and Mary J funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/the-henry-a-and-mary-j-morg_e802690f6e204dfa87e8348f99d414ca
BibTeX
@misc{grantable_251640459_2026,
author = {{Grantable}},
title = {{The Henry A and Mary J funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-henry-a-and-mary-j-morg_e802690f6e204dfa87e8348f99d414ca},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Henry A and Mary J'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.
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