Private foundation
WATERTOWN, MAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $40,246 | $64,829 | $62,915 | $1,106,496 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 27% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| FORUM EXPENSESWATERTOWN, MA | FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES | $74,422 | 2024 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert L Giel | TRUSTEE | 3.00 | $0 |
| Sue-Ellen Hershman-Tcherepnin | TRUSTEE | 3.00 | $0 |
| Margaret A Lund | TRUSTEE | 4.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $1,106,496 |
| FY2024 | 990-PF | $44,390 | $78,461 | $74,422 | $1,100,549 | $1,100,549 |
| FY2023 | 990-PF | $29,648 | $62,127 | $61,872 | $1,110,080 | $1,110,080 |
| FY2022 | 990-PF | $39,277 | $60,069 | $59,568 | $1,099,067 | $1,099,067 |
| FY2021 | 990-PF | $26,222 | $70,020 | $66,660 | $1,073,911 | $1,073,911 |
| FY2020 | 990-PF | $29,308 | $65,722 | $61,864 | $1,091,851 | $1,091,851 |
| FORUM EXPENSESTO ENCOURAGE EMPLOYEEOWNED BUSINESSES |
| $62,915 |
| 2025 |
| FORUM EXPENSESWATERTOWN, MA | TO ENCOURAGEEMPLOYEE OWNEDBUSINESSES | $61,872 | 2023 |
| FORUM EXPENSESWATERTOWN, MA | FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES | $43,158 | 2022 |
| FORUM EXPENSESWATERTOWN, MA | FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES | $32,614 | 2020 |
| ICA GROUPNORTHAMPTON, MA | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $10,000 | 2021 |
| THE INDUSTRIAL COMMONSMORGANTON, NC | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $10,000 | 2020 |
| DEMOCRACY AT WORK INSTITUTEOAKLAND, CA | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $8,000 | 2020 |
| FORUM EXPENSESWATERTOWN, MA | FORUM EXPENSESTO ENOURAGE EMPLOYEEOWNED BUSINESSES | $6,250 | 2021 |
| VERMONT EMPLOYEE OWNERSHIP CTRBURLINGTON, VT | PROMOTE AND FOSTER EMPLOYEEOWNED BUSINESSES | $6,000 | 2022 |
| FEDERATION OF SOUTHERN COOPSEAST POINT, GA | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSESS | $5,000 | 2021 |
| THE WORKING WORLDMatched to this organization because 5 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.NEW YORK, NY | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| THE INDUSTRIAL COMMONSMORGANTON, NC | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| MANUFACTURING RENAISSANCECHICAGO, IL | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| COOPERATIVE DEVELOPMENT INSTSO DEERFIELD, MA | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| DEMOCRACY AT WORK INSTITUTEOAKLAND, CA | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| OHIO EMPLOYEE OWNERSHIP CENTERKENT, OH | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| EOX NETWORKARLINGTON, VA | ENCOURAGE PURSUITOF EMPLOYEE OWNED BUSINESSES | $5,000 | 2021 |
| OHIO EMPLOYEE OWNERSHIP CENTERKENT, OH | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | $5,000 | 2020 |
| EMPL0YEE OWNERSHIP EXPANSIONARLINGTON, VA | FOCUS ON EXPANDINGEMPLOYEEOWNERSHIP | $5,000 | 2022 |
| NASCOCHICAGO, IL | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| EMPLOYEE OWNERSHIP EXPANSIONARLINGTON, VA | ENCOURAGE PURSUITOF EMPLOYEE OWNED BUSINESSES | $5,000 | 2022 |
| PARAPROFESSIONAL HEALTHCARE INSTBRONX, NY | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $5,000 | 2021 |
| MANUFACTURING RENAISSANCECHICAGO, IL | ENCOURAGE PURSUIT OF EMPLOYEEOWNED BUSINESSES | $3,000 | 2020 |
| MERRIMAC VALLEY PROJECTLAWRENCE, MA | ENCOURAGE PURSUITOF EMPLOYEEOWNED BUSINESSES | $1,000 | 2020 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Aug 31, 2024IRS bulk XML
Filing id 202540169349100809
Form 990-PF · FY2023 · period ending Aug 31, 2023IRS bulk XML
Filing id 202440679349100909
Form 990-PF · FY2022 · period ending Aug 31, 2022
Filing id 202320589349100217
Form 990-PF · FY2021 · period ending Aug 31, 2021
Filing id 202210079349100306
Form 990-PF · FY2020 · period ending Aug 31, 2020
Filing id 202140409349100219
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.