The James a Greenleaf Memorial Trust is a private foundation focused on Education, based in WATERFORD, CT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 2 grants totaling $184K. Net investment income was $48K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
+9.8% YoY
Annual Giving
$184K
+40.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$92K
+40.8% YoY
About The James a Greenleaf Memorial Trust
Based on IRS filings
The James a Greenleaf Memorial Trust is a private foundation focused on Education, based in WATERFORD, CT. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 2 grants totaling $184K. Net investment income was $48K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,877,173 | $1,710,304 | $1,508,381 |
| Revenue | $85,064 | $138,908 | $48,988 |
| Expenses | $219,216 | $164,571 | $82,227 |
| Qualifying Distributions | $184,095 | $130,767 | — |
| Net Investment Income | $47,524 | $42,613 | $34,892 |
| Distributable Amount | — | — | — |
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 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID MCBRIDE | Director | 1 | — |
| MICHAEL FIORELLI | Director | 1 | — |
| ANDREA ONOFRIO | Director | 1 | — |
| ARTHUR LAMOUREUX | Director | 1 | — |
| TIMOTHY MURRAY | Director | 1 | — |
| JOHN ESTELLE | Director | 3 | — |
| JAMES WELCH | Director | 1 | — |
| JAMES BELLI | Director | — | — |
| ANDREA MARCILLE | Secretary | 3 | — |
| FRANK MARCILLE III | President | 1 | — |
| MARK SCOZZAFAVA | Treasurer | 1 | — |
| ANDREW SCOZZAFAVA | Director | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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