Accepts applications
Can I apply?
Accepts applications
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
- Deadlines
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 FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $16,468,761 | $2,755,465 | $2,200,289 | $47,553,512 |
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 34% 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 |
|---|---|---|---|---|
| Breakthrough Greater BostonCambridge, MA | Operating 3 Year Gift | $100,000 | 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 |
|---|---|---|---|
| Lavinia B Chase | Trustee | 4.00 | $11,250 |
| Kristen J Mccormack | Trustee | 20.00 | $20,000 |
| Karen Faulkner | Executive Director | 40.00 | $49,140 |
| Joseph Corrado | Trustee |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $47,520,648 |
| FY2023 | 990-PF | $1,908,228 | $2,516,734 | $2,066,000 | $44,500,085 | $44,319,049 |
| FY2022 | 990-PF | $1,849,069 | $2,409,204 | $2,035,600 | $41,877,533 | $41,741,409 |
| FY2021 | 990-PF | $3,696,747 | $2,473,628 | $2,050,313 | $51,009,453 | $50,753,537 |
| FY2020 | 990-PF | $1,560,232 | $2,320,458 | $1,925,730 | $44,892,071 | $44,704,185 |
| FY2019 | 990-PF | $2,796,217 | $2,298,211 | $1,837,046 | $42,285,527 | $42,144,439 |
| FY2018 | 990-PF | $4,221,095 | $2,207,992 | $1,865,489 | $36,378,423 | $36,283,601 |
| FY2017 | 990-PF | $2,562,542 | $2,143,541 | $1,801,840 | $37,434,622 | $37,278,413 |
| FY2016 | 990-PF | $1,860,732 | $2,119,304 | $1,754,340 | $34,026,664 | $33,930,235 |
| Operating |
| $100,000 |
| 2023 |
| Breakthrough Greater BostonCambridge, MA | BTGBs 3-Year Operating Campaign | $100,000 | 2022 |
| Social Innovation ForumBoston, MA | New Bedford Community Based Efforts | $90,000 | 2019 |
| Philanthropy MassachusettsBoston, MA | The Summer Program | $90,000 | 2024 |
| Social Innovation ForumBoston, MA | Boot Camp Pilot | $86,000 | 2016 |
| Philanthropy MassachusettsBoston, MA | Summer Fund | $85,000 | 2023 |
| Associated Grant MakersBoston, MA | Summer Fund | $80,000 | 2018 |
| Philanthropy MassachusettsBoston, MA | Summer Fund | $80,000 | 2022 |
| Associated Grant MakersBoston, MA | Summer Fund | $80,000 | 2017 |
| Social Innovation ForumBoston, MA | Advancing Education in New Bedford | $80,000 | 2017 |
| Philanthropy Massachusetts IncBoston, MA | Summer Fund | $80,000 | 2021 |
| Social InnovationsBoston, MA | Advancing Education in New Bedford | $80,000 | 2018 |
| Philanthropy Massachusetts IncBoston, MA | The Summer Fund | $80,000 | 2019 |
| Associated Grant MakersBoston, MA | Summer Fund | $80,000 | 2016 |
| Philanthropy Massachusetts IncBoston, MA | The Summer Fund | $80,000 | 2020 |
| EdvestorsBoston, MA | 2nd Payment 3-Year Gift | $75,000 | 2024 |
| Social Innovation ForumBoston, MA | Capacity Camp | $75,000 | 2020 |
| EdvestorsBoston, MA | Powering Equity Work | $75,000 | 2023 |
| Southcoast Emergency Response FundNew Bedford, MA | COVID 19 | $50,000 | 2020 |
| Greater Boston Food BankMatched to this organization because 39 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Boston, MA | COVID 19 | $50,000 | 2020 |
| Community Foundation of Southeastern MassachusettsMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2021. Counted Oct 9, 2026.New Bedford, MA | Operating | $50,000 | 2021 |
| Social Innovation Forum IncBoston, MA | Operating | $50,000 | 2023 |
| Philanthropy MassachusettsBoston, MA | 17/25 Fund for Young Adults | $50,000 | 2023 |
| Philanthropy Massachusetts IncBoston, MA | Environmental Justice Fund | $50,000 | 2021 |
| 6.00 |
| $15,000 |
| Lily E Mendez | Trustee | 5.00 | $15,000 |
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202402459349100000
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202332579349100208
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202242869349100614
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202111739349100616
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202031789349100803
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201931629349100308
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201821729349100012
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201712789349100101
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.