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.
Key facts about The Marguerite Foundation
- EIN
- 20-5634407
- Latest 990 filing
- Form 990-PF, 2024
- Total assets
- $3,614,218
Data from IRS Form 990-PF, 2024; updated September 2026.
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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 | — | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS 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
Frequently Asked Questions
What is The Marguerite Foundation?
The Marguerite Foundation is a private foundation focused on Education, based in Lake Oswego, OR. It holds $3.6M in total assets as of 2024.
How large is The Marguerite Foundation?
As of 2024, The Marguerite Foundation holds $3.6M in total assets with $164K in annual revenue.
What is The Marguerite Foundation's EIN?
The Marguerite Foundation's EIN (Employer Identification Number) is 20-5634407. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.