Private foundation
NEWBURYPORT, 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 | $14,362,034 | $1,399,007 | $1,162,600 | $25,872,435 |
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 | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Massachusetts General HospitalBoston, MA | To support the charity's mission | $1,000 | 2020 | |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aaron Spencer | Trustee | 8.00 | $0 |
| Mark Spencer | 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.
| $25,872,435 |
| FY2024 | 990-PF | $3,458,416 | $990,898 | $874,900 | $20,572,715 | $20,572,715 |
| FY2023 | 990-PF | $3,165,917 | $771,183 | $690,308 | $18,105,197 | $18,105,197 |
| FY2022 | 990-PF | $1,810,328 | $807,785 | $682,878 | $15,710,463 | $15,710,463 |
| FY2021 | 990-PF | $609,192 | $1,100,189 | $956,515 | $14,707,920 | $14,707,920 |
| FY2020 | 990-PF | $7,054,873 | $1,048,133 | $975,647 | $15,198,917 | $15,198,917 |
| To support the charity's mission. |
| $1,000 |
| 2020 |
| Shaloh House Jewish Day SchoolBrighton, MA | To support the charity's mission | $1,000 | 2021 |
| Simon Wiesenthal CenterLos Angeles, CA | To support the Charity's mission. | $1,000 | 2024 |
| Bais YaakouBrighton, MA | To support the charity's mission | $1,000 | 2022 |
| Bais YaakouBrighton, MA | To support the charity's mission | $1,000 | 2021 |
| Holocaust MuseumWashington, DC | To support the charity's mission. | $1,000 | 2021 |
| Alzheimers ResearchWellesley, MA | To support the charity's mission. | $1,000 | 2020 |
| Chabad at Chestnut HillNewton, MA | To support the charity's mission. | $1,000 | 2020 |
| Friends of Israel Defense ForcesNewton, MA | To support the charity's mission. | $1,000 | 2023 |
| Holocaust MuseumWashington, DC | To support the charity's mission. | $1,000 | 2023 |
| World Jewish Congress - WJCNew York, NY | To support the charity's mission. | $1,000 | 2024 |
| Bais YaakouBrighton, MA | To support the charity's mission | $1,000 | 2023 |
| Alzheimers ResearchWellesley, MA | To support the charity's mission. | $1,000 | 2021 |
| Other amounts not detailedDedham, MA | To support the charity's mission | $600 | 2025 |
| Gann AcadamyWaltham, MA | To support the charity's mission | $500 | 2024 |
| Shriners HospitalBoston, MA | To support the Charity's mission. | $500 | 2020 |
| Camp Gann Israelnewton Centre, MA | To support the charity's mission | $500 | 2021 |
| Bais YaakouBrighton, MA | To support the charity's mission | $500 | 2020 |
| American Technion SocietyNewton, MA | To support the Charity's mission. | $416 | 2023 |
| Shaloh House Jewish Day SchoolBrighton, MA | To support the charity's mission | $360 | 2020 |
| Other amounts not detailedDedham, MA | To support the charity's mission | $300 | 2024 |
| Chabad at Chestnut HillNewton, MA | To support the charity's mission. | $100 | 2022 |
| Sisters of St JosephBrighton, MA | To support the charity's mission. | $100 | 2021 |
| Sisters of St JosephBrighton, MA | To support the charity's mission. | $100 | 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 Dec 31, 2024IRS bulk XML
Filing id 202542849349100309
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202431669349101203
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202302279349100015
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202222369349100902
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202123179349100802
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.