The James a Greenleaf Memorial Trust

Private foundation · Grantmaker Waterford, CT EIN: 30-0021151

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 2025. As of 2025, the organization holds $2.0M in total assets. In 2025, it awarded 2 grants totaling $187K. Net investment income was $58K.

Key facts about The James a Greenleaf Memorial Trust

In short: The James a Greenleaf Memorial Trust gave $187K across 2 grants in 2025 (avg $94K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
30-0021151
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$187,478
Grants made (2025)
2
Average grant
$93,739
Median grant
$93,739
Total assets
$1,950,090
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.0M

+3.9% YoY

Annual Giving

$187K

+1.8% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$94K

+1.8% YoY

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

MontvilleNew LondonUncasville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K0 grants2019 0 grants2020 0 grants2021 0 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2023 to 2025, annual grant giving ranged from $131K (2023) to $187K (2025). In 2025 it made 2 grants totaling $187K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Saint Bernard High School: $187K across 2 grantsSaint Bernard High School$187K · 2 grants

The largest 2025 recipient was Saint Bernard High School ($187K across 2 grants).

Grant Size Distribution

6 grants across all recorded years

1<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 6 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Saint Bernard High School Uncasville, CTGeneral Contribution to the School.$100,000
Saint Bernard High School Uncasville, CTScholarships for Various Students.$87,478

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,950,090$1,877,173$1,710,304
Revenue$83,320$85,064$138,908
Expenses$227,779$219,216$164,571
Qualifying Distributions$187,478$184,095$130,767
Net Investment Income$58,236$47,524$42,613

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 6, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 23, 2025)
  3. Updated Form 990-PF for fiscal year 2025 (received by the IRS March 9, 2026)
  4. IRS filings on file for fiscal years 2019–2025

Leadership & Key People

Officers and directors from IRS filings

The James a Greenleaf Memorial Trust is led by Frank Marcille III, President on every filing since 2019; none of the 12 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Frank Marcille III

    President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Andrea Onofrio

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Arthur Lamoureux

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • David McBride

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • James Welch

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • John Estelle

    Director

    Treasurer → Director, 2020

    On filings since 2019

    3 hrs/week

    No compensation reported

  • Michael Fiorelli

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Timothy Murray

    Director

    On filings since 2019

    1 hr/week

    No compensation reported

  • Andrew Scozzafava

    Director

    On filings since 2020

    No compensation reported

  • James Belli

    Director

    On filings since 2020

    No compensation reported

  • Andrea Marcille

    Secretary

    On filings since 2019

    3 hrs/week

    No compensation reported

  • Mark Scozzafava

    Treasurer

    Director → Treasurer, 2020

    On filings since 2019

    1 hr/week

    No compensation reported

Former officers (3)
  • Former: Patricia Greenleaf (2019–2022) — Chairperson
  • Former: Scott Murphy (2020–2022) — Director
  • Former: Dave Loane (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "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 James a Greenleaf Memorial Trust

How much does The James a Greenleaf Memorial Trust give each year?

The James a Greenleaf Memorial Trust gave $187K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $184K across 2 grants.

How large is The James a Greenleaf Memorial Trust?

The James a Greenleaf Memorial Trust reported $2.0M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $83K.

What is The James a Greenleaf Memorial Trust?

The James a Greenleaf Memorial Trust is a private foundation focused on Education, based in Waterford, CT. It holds $2.0M in total assets as of 2025.

Where does The James a Greenleaf Memorial Trust operate?

The James a Greenleaf Memorial Trust has awarded grants in Connecticut.

What is The James a Greenleaf Memorial Trust's EIN?

The James a Greenleaf Memorial Trust's EIN (Employer Identification Number) is 30-0021151. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

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