William & Adeline Penfield Jarvis
William & Adeline Penfield Jarvis is a private foundation, based in York Harbor, ME. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 2 grants totaling $115K. Net investment income was $461K.
William & Adeline Penfield Jarvis at a glance
In short: William & Adeline Penfield Jarvis gave $115K across 2 grants in 2025 (avg $58K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $115,100
- -46.5% vs 2024
- Grants made (2025)
- 2
- +100.0% vs 2024
- Average grant
- $57,550
- -73.3% vs 2024
- Median grant
- $57,550
- Total assets
- $2,303,385
- +17.5% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William & Adeline Penfield Jarvis funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Center Cemetery Association ($105K). Together the top 2 received $115K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 2 grants of 6 (33%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How William & Adeline Penfield Jarvis gives
- Giving held roughly steady from 2022 to 2025 (+17%). Method
- In 2025 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $98K (2022) to $215K (2024). In 2025 it made 2 grants totaling $115K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Center Cemetery Association Portland, CT | General Support/Maintenance of Cemetery Grounds. | $105,100 |
| Trinity Church Portland, CT | General Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,303,385 | $479,194 | $136,497 | $115,100 | 2 | $115,100 | $461,328 | $143,867 |
| 2024 | $1,960,688 | $217,916 | $243,217 | $215,200 | 1 | $215,200 | $193,684 | $115,557 |
| 2023 | $1,985,989 | $127,533 | $21,936 | — | — | — | $105,597 | $100,594 |
| 2022 | $1,880,392 | $160,262 | $125,426 | $98,000 | 1 | $98,000 | $133,992 | $114,769 |
| 2021 | $1,845,556 | $134,844 | $125,637 | $103,500 | 2 | — | $112,707 | $97,621 |
Under IRS private-foundation payout rules, William & Adeline Penfield Jarvis reported a distributable amount of $144K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William & Adeline Penfield Jarvis's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Marshall N. Jarvis II
Trustee
On filings since 2021
No compensation reported
Penfield Jarvis
Trustee
On filings since 2021
No compensation reported
Wallace F. Jarvis
Trustee
On filings since 2021
No compensation reported
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.
Frequently asked questions about William & Adeline Penfield Jarvis
How much does William & Adeline Penfield Jarvis give each year?
William & Adeline Penfield Jarvis gave $115K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $215K across 1 grant.
How large is William & Adeline Penfield Jarvis?
William & Adeline Penfield Jarvis reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $115K in qualifying distributions that year, against a required minimum of $144K (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.
Where does William & Adeline Penfield Jarvis operate?
William & Adeline Penfield Jarvis has awarded grants in Connecticut.
What is William & Adeline Penfield Jarvis's EIN?
William & Adeline Penfield Jarvis's EIN (Employer Identification Number) is 06-1483303. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work William & Adeline Penfield Jarvis funds
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