The Marguerite Home
The Marguerite Home is a private foundation based in Sacramento, California. Its 2024 filing says it makes contributions to elderly, single women in the Sacramento area, based on the merits of the applicant.
Key facts about The Marguerite Home
In short: The Marguerite Home gave $50K across 14 grants in 2025 (avg $4K), mostly in California. 14% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6065622
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $50,250
- Grants made (2025)
- 14
- Average grant
- $3,589
- Median grant
- $3,900
- New grantees (estimate)
- 14% first-time grantees (2 of 14, 2025; small sample)
- Total assets
- $1,285,680
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The filing’s application policy says the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.3M
+2.1% YoY
Annual Giving
$50K
-1.4% YoY
Grant Count
14
+0.0% YoY
Avg Grant Size
$4K
-1.4% YoY
Under IRS private-foundation payout rules, The Marguerite Home reported a distributable amount of $84K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Marguerite Home open to new grantees?
14%
first-time grantees, 2025
In 2025, 2 of 14 grantees (14%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $1K; repeat grants $4K. How we count
Medians: $1K first-time, $4K repeat.
- 86% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−13%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Grantmaking
In filing year 2025, the foundation reported 14 grants totaling $50,250. Grant amounts ranged from $450 to $5,400, with a median of $3,900. Examples include $5,400 each to Beverlee K Luhring and Lynnette Mallory, and $5,100 to Amelia Allen; each grant was listed as “supplemental support.”
How to Apply
The filing’s application policy says the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. However, its restrictions statement says it reviews and investigates unsolicited applicants for consideration of assistance. It also states that awards are for elderly, single women in the Sacramento, California area and are based on the merits of the applicant. The filing does not specify application materials.
Ready to take the next step with The Marguerite Home?
Geographic Focus
Where this funder awards grants
The foundation’s filing describes assistance for elderly, single women in the Sacramento, California area. All reported 2025 grant dollars went to recipients in California.
Grant Distribution by State
Share of 2025 grant dollars across all 14 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $50K (2025) to $58K (2023). In 2025 it made 14 grants totaling $50K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Beverlee K Luhring ($5K). Together the top 10 received $44K.
Grant Size Distribution
70 grants across all recorded years
The most common grant size was under $50K: 70 grants of 70 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beverlee K Luhring Rocklin, CA | Supplemental Support | $5,400 |
| Lynnette Mallory Sacramento, CA | Supplemental Support | $5,400 |
| Amelia Allen Shingle Springs, CA | Supplemental Support | $5,100 |
| Isabella Campanile Cameron Park, CA | Supplemental Support | $5,000 |
| Phyllis Lokcik Sacramento, CA | Supplemental Support | $4,800 |
| Jacqueline Hottinger Sacramento, CA | Supplemental Support | $4,200 |
| Mary P Velasco Roseville, CA | Supplemental Support | $4,200 |
| Deborah Parker Sacramento, CA | Supplemental Support | $3,600 |
| Maureen York Oneal Sacramento, CA | Supplemental Support | $3,600 |
| Doris Lee Bias Sacramento, CA | Supplemental Support | $2,400 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,285,680 | $106,389 | $84,123 | $50,250 (14 grants) |
| 2024 | $1,259,418 | $81,194 | $81,595 | $50,950 (14 grants) |
| 2023 | $1,259,819 | $27,410 | $87,350 | $58,250 (14 grants) |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,285,680 | $1,259,418 | $1,259,819 |
| Revenue | $106,389 | $81,194 | $27,410 |
| Expenses | $84,123 | $81,595 | $87,350 |
| Qualifying Distributions | $83,280 | $80,875 | $86,291 |
| Net Investment Income | $65,754 | $60,631 | $51,811 |
| Distributable Amount | $84,496 | $79,932 | $74,366 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists GENE E PENDERGAST as president EM, FREDRICK TEICHERT as treasurer, DAWN M CORNELIUS as vice preside, CHRIS ANN BACHTEL as president, and JOHN WOOD as secretary.
The Marguerite Home is led by Chris Ann Bachtel, President since 2025 (on filings since 2021); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Chris Ann Bachtel
President
Secretary → Vice President, 2022
Vice President → President, 2025
On filings since 2021
1.5 hrs/week
No compensation reported
Gene E. Pendergast
President Em
President → President Em, 2025
On filings since 2021
0.3 hrs/week
No compensation reported
Dawn M. Cornelius
Vice President
Trustee → Vice President, 2022
On filings since 2021
0.3 hrs/week
No compensation reported
Fredrick Teichert
Treasurer
Vice President → Secretary, 2022
Secretary → Treasurer, 2025
On filings since 2021
0.3 hrs/week
No compensation reported
John Wood
Secretary
New on the 2025 filing
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Stephen Meyers (2021–2024) — Treasurer
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 611 48Th Street, Sacramento, CA 95819
Phone: (916) 835-6043
Frequently asked questions about The Marguerite Home
How much does The Marguerite Home give each year?
The Marguerite Home gave $50K across 14 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $51K across 14 grants.
What is The Marguerite Home's typical grant size?
The Marguerite Home's median grant in 2025 was $3,900, and its average grant was $3,589, across 14 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Marguerite Home that year got $1K on average.
Where does The Marguerite Home give grants?
The Marguerite Home gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Sacramento, CA (7 grants) and Roseville, CA (2 grants).
Does The Marguerite Home give general operating support?
Not in 2025: none of the 14 grants with a stated purpose on The Marguerite Home's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Supplemental Support" (14 grants).
Who are The Marguerite Home's largest grantees?
The Marguerite Home's largest 2025 grantees include Beverlee K Luhring ($5,400), Lynnette Mallory ($5,400) and Amelia Allen ($5,100), according to its 2025 IRS Form 990-PF. Together they received 32% of its itemized 2025 grant dollars.
How large is The Marguerite Home?
The Marguerite Home reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $83K in qualifying distributions that year, against a required minimum of $84K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
How do I apply for a grant from The Marguerite Home?
The filing’s application policy says the foundation does not accept unsolicited requests and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Marguerite Home's EIN?
The Marguerite Home's EIN (Employer Identification Number) is 94-6065622. IRS Form 990 filing data is available on this page for 2021–2025.
Does The Marguerite Home accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching The Marguerite Home by hand.
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