Daisy Marquis Jones Foundation
- Assets
- $46.7m
- Revenue
- $1.9m
- Investments
- $44.9m
- Employees
- 0
- Location
- Rochester, NY
- Founding
- 08/1993
- Data as of
- 12/2023
- EIN
- 23-7000227
Organization Overview
Daisy Marquis Jones Foundation is located in Rochester, NY. The organization was established in 1993. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Daisy Marquis Jones Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Daisy Marquis Jones Foundation generated $1.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (8.5%) each year. All expenses for the organization totaled $3.2m during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Daisy Marquis Jones Foundation has awarded 539 individual grants totaling $13,394,466. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
C John Matteson Treasurer/trustee | 0.25 | $25,000 | |
Roger Gardner Trustee | 0.25 | $25,000 | |
Kamra Whitney Rowland President/trustee | 0.25 | $25,000 | |
Megan Whitney Trustee | 0.25 | $25,000 | |
Ann Crawford Trustee | 0.25 | $25,000 | |
Carol White Trustee | 0.25 | $25,000 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Wilmington Trust | 12/30/23 | $55,913 |
Hsbc Bank Usa | 12/30/23 | $128,469 |
Alesco Advisors | 12/30/23 | $52,472 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $275,459 |
| Dividends & Interest | $1,165,021 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $482,104 |
| Capital Gain Net Income | $482,104 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,922,584 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $200,000 |
| Other employee salaries and wages | $85,047 |
| Pension plans, employee benefits | $17,204 |
| Interest | $0 |
| Taxes | $44,243 |
| Depreciation | $0 |
| Occupancy | $10,356 |
| Travel, conferences, and meetings | $2,538 |
| Printing and publications | $0 |
| Other expenses | $19,449 |
| Total operating and administrative expenses | $636,617 |
| Contributions, gifts, grants paid | $2,556,160 |
| Total expenses and disbursements | $3,192,777 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $1,828,015 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $46,702,212 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Daisy Marquis Jones Foundation has awarded $2,556,160 in support to 87 organizations.
| Grant Recipient | Amount |
|---|---|
LANDMARK SOCIETY OF WESTERN NEW YORK PURPOSE: IN SUPPORT OF WALK THE WALK: ENCOUNTERS WITH ROCHESTER'S AFRICAN AMERICAN ANCESTORS | $5,000 |
GRACE OF GOD RECOVERY HOUSE PURPOSE: GRACE OF GOD EXPANSION PROJECT | $5,000 |
SOUTH EAST AREA COALITION PURPOSE: SEAC'S TOOL SHED | $10,000 |
DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL INC PURPOSE: HOCHSTEIN'S EXPRESSIVE ARTS PROGRAM | $15,000 |
ROCHESTER FOLK ART GUILD PURPOSE: EAST HILL FARM CAPITAL IMPROVEMENT | $40,000 |
WXXI PUBLIC BROADCASTING COUNCIL PURPOSE: WXXI READY TO LEARN: STRENGTHENING THE COMMUNITY THROUGH EDUCATION | $60,000 |