Nonprofit · EIN 23-7000227
DAISY MARQUIS JONES FOUNDATION
Tax-exempt · ROCHESTER, NY 14620
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,554,726 | $3,399,153 | $1,155,573 | $48,022,561 | $0 | $48,022,561 |
| December 31, 2023 | 990-PF | $1,922,584 | $3,192,777 | -$1,270,193 | $46,702,212 | $0 | $46,702,212 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,269,908
- Interest
- $283,303
- Net gain from sales of assets
- $3,001,515
Expenses
- Grants and similar amounts paid
- $2,740,377
- Compensation of officers, directors and key employees
- $175,000
- Salaries, compensation and benefits (total)
- $95,000
- Disbursements for charitable purposes
- $3,093,802
- Excise tax on investment income
- $59,066
Balance sheet and other
- Total assets, start of year
- $46,702,212
- Total assets, end of year
- $48,022,561
- Total liabilities, end of year
- $0
- Net assets, end of year
- $48,022,561
- Fair market value of assets
- $69,511,324
- Qualifying distributions
- $3,093,802
- Net investment income
- $4,554,726
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN MCDONALD 1600 SOUTH AVENUE SUITE 250, ROCHESTER, NY 14620 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $95,000 |
| C JOHN MATTESON C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TREASURER/TRUSTEE | 0.25 | $25,000 |
| KAMRA WHITNEY ROWLAND C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | PRESIDENT/TRUSTEE | 0.25 | $25,000 |
| MEGAN WHITNEY C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| ANN CRAWFORD C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| CAROL WHITE C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| ELIZABETH HAYES C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | VICE PRESIDENT/TRUSTEE | 0.25 | $25,000 |
| SHANNON WHITNEY C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| ROGER GARDNER DECEASED 2024 C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MEGAN MCDONALD 1600 SOUTH AVENUE SUITE 250, ROCHESTER, NY 14620 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $85,047 |
| C JOHN MATTESON C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TREASURER/TRUSTEE | 0.25 | $25,000 |
| ROGER GARDNER C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| KAMRA WHITNEY ROWLAND C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | PRESIDENT/TRUSTEE | 0.25 | $25,000 |
| MEGAN WHITNEY C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| ANN CRAWFORD C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| CAROL WHITE C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
| ELIZABETH HAYES C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | VICE PRESIDENT/TRUSTEE | 0.25 | $25,000 |
| SHANNON WHITNEY C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620 | TRUSTEE | 0.25 | $25,000 |
Address and contacts
- Address (IRS master file)
- 1600 SOUTH AVE STE 250, ROCHESTER, NY 14620-3925
- In care of
- % HSBC BANK
- Signed the 990-PF
- KAMRA WHITNEY ROWLAND, AUTHORIZED OFFICER
- Phone
- (585) 461-4950
- Website
- WWW.DMJF.ORG
- Return prepared by
- BONADIO & CO LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7000227
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $48,022,561
- Income (IRS master file)
- $11,885,655
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,554,726 | $3,399,153 | $48,022,561 | IRS |
| 990-PF | December 2023 | $1,922,584 | $3,192,777 | $46,702,212 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7000227).
Questions about DAISY MARQUIS JONES FOUNDATION
- What is the EIN of DAISY MARQUIS JONES FOUNDATION?
- The employer identification number (EIN) of DAISY MARQUIS JONES FOUNDATION is 23-7000227.
- Is DAISY MARQUIS JONES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to DAISY MARQUIS JONES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAISY MARQUIS JONES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAISY MARQUIS JONES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAISY MARQUIS JONES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAISY MARQUIS JONES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 8 received compensation from the organization, the highest $95,000 (MEGAN MCDONALD, EXECUTIVE DIRECTOR).
- How much revenue does DAISY MARQUIS JONES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,554,726, expenses of $3,399,153 and total assets of $48,022,561 at year end.
Other nonprofits in ROCHESTER
- UNIVERSITY OF ROCHESTER EIN 16-0743209 · last filed 990 for 2025
- ROCHESTER GENERAL HOSPITAL EIN 16-0743134 · last filed 990 for 2024
- ROCHESTER INSTITUTE OF TECHNOLOGY EIN 16-0743140 · last filed 990 for 2025
- THE UNITY HOSPITAL OF ROCHESTER EIN 23-7221763 · last filed 990 for 2024
- HIGHLAND HOSPITAL OF ROCHESTER EIN 16-0743037 · last filed 990 for 2025
- ST JOHN FISHER UNIVERSITY EIN 16-0746864 · last filed 990 for 2025
- UNITED MEMORIAL MEDICAL CENTER EIN 16-0743029 · last filed 990 for 2024
- HERITAGE CHRISTIAN SERVICES INC EIN 22-2334190 · last filed 990 for 2024