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Nonprofit · EIN 23-7000227

DAISY MARQUIS JONES FOUNDATION

Tax-exempt · ROCHESTER, NY 14620

Financials

$1.9M$3.2M2023$4.6M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of DAISY MARQUIS JONES FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,554,726$3,399,153$1,155,573$48,022,561$0$48,022,561
December 31, 2023990-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.

NameTitleHours / weekCompensation
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/TRUSTEE0.25$25,000
KAMRA WHITNEY ROWLAND
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
PRESIDENT/TRUSTEE0.25$25,000
MEGAN WHITNEY
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
ANN CRAWFORD
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
CAROL WHITE
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
ELIZABETH HAYES
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
VICE PRESIDENT/TRUSTEE0.25$25,000
SHANNON WHITNEY
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
ROGER GARDNER DECEASED 2024
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
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/TRUSTEE0.25$25,000
ROGER GARDNER
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
KAMRA WHITNEY ROWLAND
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
PRESIDENT/TRUSTEE0.25$25,000
MEGAN WHITNEY
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
ANN CRAWFORD
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
CAROL WHITE
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$25,000
ELIZABETH HAYES
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
VICE PRESIDENT/TRUSTEE0.25$25,000
SHANNON WHITNEY
C/O DAISY MARQUIS JONES FOUNDATION, ROCHESTER, NY 14620
TRUSTEE0.25$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
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,554,726$3,399,153$48,022,561IRS
990-PFDecember 2023$1,922,584$3,192,777$46,702,212XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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.

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