The Marguerite Foundation is a private foundation focused on Education, based in LAKE OSWEGO, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it made $23K in qualifying distributions. Net investment income was $90K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
+5.2% YoY
Revenue
$164K
-75.5% YoY
Qualifying Distributions
$23K
+128.6% YoY
Expenses
$123K
-12.4% YoY
About The Marguerite Foundation
Based on IRS filings
The Marguerite Foundation is a private foundation focused on Education, based in LAKE OSWEGO, OR. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it made $23K in qualifying distributions. Net investment income was $90K.
Focus Areas
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,614,218 | $3,437,169 | $2,741,636 |
| Revenue | $163,611 | $667,383 | $40,312 |
| Expenses | $122,835 | $140,286 | $148,082 |
| Qualifying Distributions | $22,629 | $9,898 | $39,573 |
| Net Investment Income | $89,746 | $597,518 | $11,629 |
| 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 0 recipients in 2024
Grant Size Distribution
0 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 |
|---|---|---|---|
| JEANNE BECKER | TREASURER | 5 | $9,000 |
| BRUCE WOOLEVER | DIRECTOR | 0.1 | — |
| MARK WILSON | PRESIDENT | 0.1 | — |
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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