EVELYN LILLY LUTZ FOUNDATION

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Cite this

Plain text EVELYN LILLY LUTZ FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/evelyn-lilly-lutz-foundation-042103885. Retrieved 2026-11-08.

APA furp.org. (n.d.). EVELYN LILLY LUTZ FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 8, 2026, from https://furp.org/org/evelyn-lilly-lutz-foundation-042103885

MLA “EVELYN LILLY LUTZ FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/evelyn-lilly-lutz-foundation-042103885. Accessed 8 Nov. 2026.

Retrieved 2026-11-08; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $842K · expenses $1.0M · assets $13.5M

EIN
04-2103885
Address
500 CUMMINGS CTR STE 6500, BEVERLY, MA 01915-6234
NTEE code
T90 Named Trusts N.E.C. (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
March 1949 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, type iii functionally integrated
Cross-check
ProPublica Nonprofit Explorer

Mission

THE FOUNDATION IS ENGAGED IN SUPPORTING AND ENCOURAGING MEDICAL RESEARCH AND CONTINUING EDUCATION IN CONNECTION WITH BEVERLY HOSPITAL, MASSACHUSETTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 58 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

58 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
William Heineman MEMBER2023-2024 0 $0 reported 5
Stephen A Barrand TRUSTEE2010-2024 0 $0 reported 1
Suzanne F Graves PRESIDENT2010-2024 5 $0 reported 1
Jay Bothwick SECRETARY2023-2024 1 $0 reported 1
Francis Cleary TRUSTEE2010-2024 0 $0 reported 1
John Knowles TREASURER2011-2024 1 $0 reported 1
Jeffrey Rubel TRUSTEE2011-2024 0 $0 reported 1
Louis Tramontozzi TRUSTEE2014-2024 0 $0 reported 1
Erin Heiskell TRUSTEE2014-2024 0 $0 reported 1
Katrina Sanders TRUSTEE2020-2024 0 $0 reported 1
George Bazylewicz MEMBER2021-2024 0 $0 reported 1
Ronald Newman MEMBER2011-2024 0 $0 reported 1
Joseph Haley MEMBER2010-2024 0 $0 reported 2
Mark Allara MEMBER2011-2024 0 $0 reported 1
James Chafey MEMBER2011-2024 0 $0 reported 1
Forrester Clark MEMBER2011-2024 0 $0 reported 1
Henry Frissora MEMBER2011-2024 0 $0 reported 1
Peter Hersee MEMBER2011-2024 0 $0 reported 1
Daniel Mccullough MEMBER2011-2024 0 $0 reported 1
Gilbert Norwood MEMBER2011-2024 0 $0 reported 1
Hugh O'Flynn MEMBER2011-2024 0 $0 reported 4
James O'Holleran MEMBER2011-2024 0 $0 reported 1
Kim Perryman MEMBER2023-2024 0 $0 reported 1
Jagruti Patel MEMBER2024 0 $0 reported 4
Richard Russell MEMBER2011-2024 0 $0 reported 1
Jonathan Schreiber MEMBER2011-2024 0 $0 reported 2
David Smail MEMBER2011-2024 0 $0 reported 1
Carl Soderland MEMBER2011-2024 0 $0 reported 1
Mahesh Patel MEMBER2010-2024 0 $0 reported 1
Tom Sands TRUSTEE2022-2024 0 $0 reported 1
John Payson MEMBER2024 0 $0 reported 1
William Mead MEMBER2023-2024 0 $0 reported 1
Steveb Disalvo MEMBER2023-2024 0 $0 reported 1
Jagruit Patel (former) MEMBER2021-2023 0 $0 reported 1
Jon Payson (former) MEMBER2023 0 $0 reported 1
Anthony Feeherry (former) SECRETARY2014-2022 1 $0 reported 1
William Otto (former) TRUSTEE2021-2022 0 $0 reported 1
John L Good (former) TRUSTEE2010-2020 0 $0 reported 1
Philip Cormier (former) TRUSTEE2014-2020 0 $0 reported 5
Wiliam J Otto (former) TRUSTEE2010-2017 0 $0 reported 1
Gregory A Bazylewicz (former) TRUSTEE2013-2017 0 $0 reported 1
Stephan A Barrand (former) TRUSTEE2011-2017 0 $0 reported 1
Richard E Wylie (former) TRUSTEE2011-2017 0 $0 reported 1
James S Hewson (former) TRUSTEE2011-2017 0 $0 reported 1
Patricia Maquire Meservey (former) TRUSTEE2011-2017 0 $0 reported 1
Jaqruti Patel (former) TRUSTEE2011-2017 0 $0 reported 1
Mayo Johnson (former) TRUSTEE2011-2015 0 $0 reported 1
Catherine C Lastavica (former) TRUSTEE2010-2014 0 $0 reported 1
Caroline Herter (former) TRUSTEE2011-2014 0 $0 reported 1
Wayne Burton (former) TRUSTEE2012-2013 0 $0 reported 3
Bryant Barnard (former) TRUSTEE2010-2013 0 $0 reported 1
Thomas W Adams (former) TRUSTEE2010-2013 0 $0 reported 1
Frederick Kauders (former) TRUSTEE2010-2013 0 $0 reported 1
Herbert W Bistrong (former) TRUSTEE2011-2013 0 $0 reported 1
Gregory A Bazlewicz (former) TRUSTEE2010-2012 5 $0 reported 1
Ronald C Pruett (former) TRUSTEE2010-2011 0 $0 reported 1
Wayne Byrton (former) TRUSTEE2011 0 $0 reported 1
Susan Wiltshire (former) TRUSTEE2011 0 $0 reported 1

People by year

2024 · 33 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN A BARRAND TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
JAY BOTHWICK SECRETARY1 $0$0$0 $01
FRANCIS CLEARY TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
LOUIS TRAMONTOZZI TRUSTEE0 $0$0$0 $01
ERIN HEISKELL TRUSTEE0 $0$0$0 $01
KATRINA SANDERS TRUSTEE0 $0$0$0 $01
GEORGE BAZYLEWICZ MEMBER0 $0$0$0 $01
RONALD NEWMAN MEMBER0 $0$0$0 $01
JOSEPH HALEY MEMBER0 $0$0$0 $02
MARK ALLARA MEMBER0 $0$0$0 $01
JAMES CHAFEY MEMBER0 $0$0$0 $01
FORRESTER CLARK MEMBER0 $0$0$0 $01
HENRY FRISSORA MEMBER0 $0$0$0 $01
PETER HERSEE MEMBER0 $0$0$0 $01
DANIEL MCCULLOUGH MEMBER0 $0$0$0 $01
GILBERT NORWOOD MEMBER0 $0$0$0 $01
HUGH O'FLYNN MEMBER0 $0$0$0 $04
JAMES O'HOLLERAN MEMBER0 $0$0$0 $01
KIM PERRYMAN MEMBER0 $0$0$0 $01
JAGRUTI PATEL MEMBER0 $0$0$0 $04
RICHARD RUSSELL MEMBER0 $0$0$0 $01
JONATHAN SCHREIBER MEMBER0 $0$0$0 $02
DAVID SMAIL MEMBER0 $0$0$0 $01
CARL SODERLAND MEMBER0 $0$0$0 $01
MAHESH PATEL MEMBER0 $0$0$0 $01
TOM SANDS TRUSTEE0 $0$0$0 $01
WILLIAM HEINEMAN MEMBER0 $0$0$0 $05
JOHN PAYSON MEMBER0 $0$0$0 $01
WILLIAM MEAD MEMBER0 $0$0$0 $01
STEVEB DISALVO MEMBER0 $0$0$0 $01
2023 · 33 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN A BARRAND MEMBER0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
JAY BOTHWICK SECRETARY1 $0$0$0 $01
FRANCIS CLEARY MEMBER0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
LOUIS TRAMONTOZZI TRUSTEE0 $0$0$0 $01
ERIN HEISKELL TRUSTEE0 $0$0$0 $01
KATRINA SANDERS TRUSTEE0 $0$0$0 $01
GEORGE BAZYLEWICZ MEMBER0 $0$0$0 $01
RONALD NEWMAN MEMBER0 $0$0$0 $01
JOSEPH HALEY MEMBER0 $0$0$0 $02
MARK ALLARA MEMBER0 $0$0$0 $01
JAMES CHAFEY MEMBER0 $0$0$0 $01
FORRESTER CLARK MEMBER0 $0$0$0 $01
HENRY FRISSORA MEMBER0 $0$0$0 $01
PETER HERSEE MEMBER0 $0$0$0 $01
DANIEL MCCULLOUGH MEMBER0 $0$0$0 $01
GILBERT NORWOOD MEMBER0 $0$0$0 $01
HUGH O'FLYNN MEMBER0 $0$0$0 $04
JAMES O'HOLLERAN MEMBER0 $0$0$0 $01
KIM PERRYMAN MEMBER0 $0$0$0 $01
JAGRUIT PATEL MEMBER0 $0$0$0 $01
RICHARD RUSSELL MEMBER0 $0$0$0 $01
JONATHAN SCHREIBER MEMBER0 $0$0$0 $02
DAVID SMAIL MEMBER0 $0$0$0 $01
CARL SODERLAND MEMBER0 $0$0$0 $01
MAHESH PATEL TRUSTEE0 $0$0$0 $01
TOM SANDS TRUSTEE0 $0$0$0 $01
WILLIAM HEINEMAN MEMBER0 $0$0$0 $05
JON PAYSON MEMBER0 $0$0$0 $01
WILLIAM MEAD MEMBER0 $0$0$0 $01
STEVEB DISALVO MEMBER0 $0$0$0 $01
2022 · 29 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN A BARRAND TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
FRANCIS CLEARY TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
JEFFREY RUBEL MEMBER0 $0$0$0 $01
LOUIS TRAMONTOZZI TRUSTEE0 $0$0$0 $01
ERIN HEISKELL TRUSTEE0 $0$0$0 $01
KATRINA SANDERS MEMBER0 $0$0$0 $01
GEORGE BAZYLEWICZ TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
JOSEPH HALEY TRUSTEE0 $0$0$0 $02
MARK ALLARA MEMBER0 $0$0$0 $01
JAMES CHAFEY MEMBER0 $0$0$0 $01
FORRESTER CLARK MEMBER0 $0$0$0 $01
HENRY FRISSORA MEMBER0 $0$0$0 $01
PETER HERSEE MEMBER0 $0$0$0 $01
DANIEL MCCULLOUGH MEMBER0 $0$0$0 $01
GILBERT NORWOOD MEMBER0 $0$0$0 $01
HUGH O'FLYNN MEMBER0 $0$0$0 $04
JAMES O'HOLLERAN MEMBER0 $0$0$0 $01
WILLIAM OTTO TRUSTEE0 $0$0$0 $01
JAGRUIT PATEL MEMBER0 $0$0$0 $01
RICHARD RUSSELL MEMBER0 $0$0$0 $01
JONATHAN SCHREIBER MEMBER0 $0$0$0 $02
DAVID SMAIL MEMBER0 $0$0$0 $01
CARL SODERLAND MEMBER0 $0$0$0 $01
MAHESH PATEL TRUSTEE0 $0$0$0 $01
TOM SANDS MEMBER0 $0$0$0 $01
2021 · 28 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN A BARRAND TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
FRANCIS CLEARY TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
LOUIS TRAMONTOZZI TRUSTEE0 $0$0$0 $01
ERIN HEISKELL TRUSTEE0 $0$0$0 $01
KATRINA SANDERS TRUSTEE0 $0$0$0 $01
GEORGE BAZYLEWICZ TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
JOSEPH HALEY TRUSTEE0 $0$0$0 $02
MARK ALLARA TRUSTEE0 $0$0$0 $01
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TRUSTEE0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
DANIEL MCCULLOUGH TRUSTEE0 $0$0$0 $01
GILBERT NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
WILLIAM OTTO TRUSTEE0 $0$0$0 $01
JAGRUIT PATEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
MAHESH PATEL TRUSTEE0 $0$0$0 $01
2020 · 11 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
PHILIP CORMIER TRUSTEE0 $0$0$0 $05
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
FRANCIS CLEARY TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
LOUIS TRAMONTOZZI TRUSTEE0 $0$0$0 $01
ERIN HEISKELL TRUSTEE0 $0$0$0 $01
KATRINA SANDERS TRUSTEE0 $0$0$0 $01
2018 · 10 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHEN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
PHILIP CORMIER TRUSTEE0 $0$0$0 $05
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
FRANCIS CLEARY TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
LOUIS TRAMONTOZZI TRUSTEE0 $0$0$0 $01
ERIN HEISKELL TRUSTEE0 $0$0$0 $01
2017 · 32 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY TRUSTEE0 $0$0$0 $01
WILIAM J OTTO TRUSTEE0 $0$0$0 $01
JOSEPH W HALEY TRUSTEE0 $0$0$0 $02
GREGORY A BAZYLEWICZ TRUSTEE0 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
PHILIP CORMIER TRUSTEE0 $0$0$0 $05
ERIN F HEISKELL TRUSTEE0 $0$0$0 $01
LOUIS A TRAMONTOZZI TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
RICHARD E WYLIE TRUSTEE0 $0$0$0 $01
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TRUSTEE0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
2016 · 32 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY TRUSTEE0 $0$0$0 $01
WILIAM J OTTO TRUSTEE0 $0$0$0 $01
JOSEPH W HALEY TRUSTEE0 $0$0$0 $02
GREGORY A BAZYLEWICZ TRUSTEE0 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
PHILIP CORMIER TRUSTEE0 $0$0$0 $05
ERIN F HEISKELL TRUSTEE0 $0$0$0 $01
LOUIS A TRAMONTOZZI TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
RICHARD E WYLIE TRUSTEE0 $0$0$0 $01
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TRUSTEE0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
2015 · 33 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY TRUSTEE0 $0$0$0 $01
WILIAM J OTTO TRUSTEE0 $0$0$0 $01
JOSEPH W HALEY TRUSTEE0 $0$0$0 $02
GREGORY A BAZYLEWICZ TRUSTEE0 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
PHILIP CORMIER TRUSTEE0 $0$0$0 $05
ERIN F HEISKELL TRUSTEE0 $0$0$0 $01
LOUIS A TRAMONTOZZI TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
RICHARD E WYLIE TRUSTEE0 $0$0$0 $01
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TRUSTEE0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
MAYO JOHNSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
2014 · 35 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY TRUSTEE0 $0$0$0 $01
WILIAM J OTTO TRUSTEE0 $0$0$0 $01
JOSEPH W HALEY TRUSTEE0 $0$0$0 $02
GREGORY A BAZYLEWICZ TRUSTEE1 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES PRESIDENT5 $0$0$0 $01
PHILIP CORMIER TRUSTEE0 $0$0$0 $05
ERIN F HEISKELL TRUSTEE0 $0$0$0 $01
LOUIS A TRAMONTOZZI TRUSTEE0 $0$0$0 $01
CATHERINE C LASTAVICA TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
ANTHONY FEEHERRY SECRETARY1 $0$0$0 $01
RICHARD E WYLIE TRUSTEE0 $0$0$0 $01
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TRUSTEE0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
CAROLINE HERTER TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
MAYO JOHNSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TREASURER1 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
2013 · 36 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY PRESIDENT5 $0$0$0 $01
WILIAM J OTTO TREASURER5 $0$0$0 $01
JOSEPH W HALEY SECRETARY5 $0$0$0 $02
GREGORY A BAZYLEWICZ TRUSTEE5 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES TRUSTEE0 $0$0$0 $01
BRYANT BARNARD TRUSTEE0 $0$0$0 $01
THOMAS W ADAMS TRUSTEE0 $0$0$0 $01
FREDERICK KAUDERS TRUSTEE0 $0$0$0 $01
CATHERINE C LASTAVICA TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
HERBERT W BISTRONG TRUSTEE0 $0$0$0 $01
WAYNE BURTON TRUSTEE0 $0$0$0 $03
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TREASURER0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
CAROLINE HERTER TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
MAYO JOHNSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TRUSTEE0 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
RICHARD WYLIE TRUSTEE0 $0$0$0 $01
2012 · 36 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY PRESIDENT5 $0$0$0 $01
WILIAM J OTTO TREASURER5 $0$0$0 $01
JOSEPH W HALEY SECRETARY5 $0$0$0 $02
GREGORY A BAZLEWICZ TRUSTEE5 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES TRUSTEE0 $0$0$0 $01
BRYANT BARNARD TRUSTEE0 $0$0$0 $01
THOMAS W ADAMS TRUSTEE0 $0$0$0 $01
FREDERICK KAUDERS TRUSTEE0 $0$0$0 $01
CATHERINE C LASTAVICA TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
HERBERT W BISTRONG TRUSTEE0 $0$0$0 $01
WAYNE BURTON TRUSTEE0 $0$0$0 $03
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TREASURER0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
CAROLINE HERTER TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
MAYO JOHNSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TRUSTEE0 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
RICHARD WYLIE TRUSTEE0 $0$0$0 $01
2011 · 38 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY PRESIDENT5 $0$0$0 $01
WILIAM J OTTO TREASURER5 $0$0$0 $01
JOSEPH W HALEY SECRETARY5 $0$0$0 $02
GREGORY A BAZLEWICZ TRUSTEE5 $0$0$0 $01
STEPHAN A BARRAND TRUSTEE- $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES TRUSTEE0 $0$0$0 $01
BRYANT BARNARD TRUSTEE0 $0$0$0 $01
THOMAS W ADAMS TRUSTEE0 $0$0$0 $01
FREDERICK KAUDERS TRUSTEE0 $0$0$0 $01
CATHERINE C LASTAVICA TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
RONALD C PRUETT TRUSTEE0 $0$0$0 $01
MARK ALLARA TRUSTEE0 $0$0$0 $01
HERBERT W BISTRONG TRUSTEE0 $0$0$0 $01
WAYNE BYRTON TRUSTEE0 $0$0$0 $01
JAMES CHAFEY TRUSTEE0 $0$0$0 $01
FORRESTER A CLARK TRUSTEE0 $0$0$0 $01
HENRY FRISSORA TREASURER0 $0$0$0 $01
PETER HERSEE TRUSTEE0 $0$0$0 $01
CAROLINE HERTER TRUSTEE0 $0$0$0 $01
JAMES S HEWSON TRUSTEE0 $0$0$0 $01
MAYO JOHNSON TRUSTEE0 $0$0$0 $01
JOHN KNOWLES TRUSTEE0 $0$0$0 $01
DANIEL J MCCULLOUGH TRUSTEE0 $0$0$0 $01
PATRICIA MAQUIRE MESERVEY TRUSTEE0 $0$0$0 $01
RONALD NEWMAN TRUSTEE0 $0$0$0 $01
GILBERT A NORWOOD TRUSTEE0 $0$0$0 $01
HUGH O'FLYNN TRUSTEE0 $0$0$0 $04
JAMES O'HOLLERAN TRUSTEE0 $0$0$0 $01
JAQRUTI PATEL TRUSTEE0 $0$0$0 $01
JEFFREY RUBEL TRUSTEE0 $0$0$0 $01
RICHARD RUSSELL TRUSTEE0 $0$0$0 $01
JONATHAN SCHREIBER TRUSTEE0 $0$0$0 $02
DAVID SMAIL TRUSTEE0 $0$0$0 $01
CARL SODERLAND TRUSTEE0 $0$0$0 $01
SUSAN WILTSHIRE TRUSTEE0 $0$0$0 $01
RICHARD WYLIE TRUSTEE0 $0$0$0 $01
2010 · 13 people listed · none paid · 1 employee · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
FRANCIS X CLEARY PRESIDENT5 $0$0$0 $01
WILIAM J OTTO TREASURER5 $0$0$0 $01
JOSEPH W HALEY SECRETARY5 $0$0$0 $02
GREGORY A BAZLEWICZ TRUSTEE5 $0$0$0 $01
STEPHEN A BARRAND TRUSTEE0 $0$0$0 $01
JOHN L GOOD TRUSTEE0 $0$0$0 $01
SUZANNE F GRAVES TRUSTEE0 $0$0$0 $01
BRYANT BARNARD TRUSTEE0 $0$0$0 $01
THOMAS W ADAMS TRUSTEE0 $0$0$0 $01
FREDERICK KAUDERS TRUSTEE0 $0$0$0 $01
CATHERINE C LASTAVICA TRUSTEE0 $0$0$0 $01
MAHESH M PATEL TRUSTEE0 $0$0$0 $01
RONALD C PRUETT TRUSTEE0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 3 grants to organizations · $643K
2023 · 2 grants to organizations · $134K
2022 · 1 grant to organizations · $152K
2021 · 1 grant to organizations · $438K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$842,146$1,045,311 $13,492,668$13,469,646 $0$0 $010
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$465,174$400,743 $12,905,351$12,905,351 $500$0 $010
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$364,444$291,593 $11,459,898$11,459,898 $500$0 $20,00010
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$972,640$792,151 $13,889,870$13,889,870 $500$0 $010
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$454,045$260,506 $13,157,521$13,157,521 $500$0 $010
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$2,102,412$426,439 $10,465,330$10,462,308 $1,200$0 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$375,671$633,387 $11,473,526$11,473,526 $6,198$0 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$273,571$306,924 $10,530,529$10,530,529 $5,050$0 $010
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$1,354,307$510,484 $10,120,023$10,120,023 $3,300$0 $010
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$2,730,069$314,098 $10,206,487$10,206,487 $5,900$0 $010
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$621,258$295,926 $10,089,163$10,089,163 $5,600$0 $010
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$377,450$308,602 $8,826,553$8,826,553 $8,366$0 $010
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$189,503$149,062 $8,289,990$8,289,990 $14,800$0 $010
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$170,368$337,627 $8,327,033$8,327,033 $4,950$0 $010

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

2 grantors reported grants to this organization, $2,631,537 in all, tax years 2011 to 2022. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTotal givenGrantsLatest year's amountLatest yearYears givenTypeMatchGrants
ESSEX COUNTY COMMUNITY FDN INC $2,627,1378 $118,1372022 2015-2022 DAF sponsor Exact
show
KENWOOD FOUNDATION $4,4008 $1502018 2011-2018 Private foundation Fuzzy filed as “EVELYN LILLY LUTZ FOUNDATION”
show

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
KELLY FAMILY FOUNDATION INCMAT90 $1,388,540$1,646,824 PRESIDENT$95,040 Same NTEE code T90, revenue within 2x, same state
BOGLE FAMILY FOUNDATIONMAT90 $1,660,248$887,778 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
HABITAT FOUNDATIONMAT90 $619,596$95,125 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
BEGGS FAM FOUNDATION INCMAT90 $520,085$93,156 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
THE BIERLY-BOASBERG FOUNDATIONMAT90 $896,348$1,611,028 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
THE OSTERMAN FAMILY FOUNDATIONMAT90 $510,917$376,330 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
ALICE E SIAS TRUST UW T-15172 FBO LAHEY CLINIC FOUNDATIONMAT90 $868,294$399,236 TRUSTEE$47,867 Same NTEE code T90, revenue within 2x, same state
ROGER AND CLARISSA LEE FAMILY FOUNDATIONMAT90 $1,068,395$433,387 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
JIM AND KELLEY BAILEY FOUNDATIONMAT90 $464,017$464,160 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUSTMAT90 $1,288,943$1,292,010 TREASURER$0 Same NTEE code T90, revenue within 2x, same state
THE WILLIAM N AND BERNICE E BUMPUS FOUNDATIONMAT90 $513,884$561,463 Trustee$0 Same NTEE code T90, revenue within 2x, same state
ERNEST H & HELEN D BAILEY MEMORIAL TRMAT90 $428,910$277,547 Trustee$0 Same NTEE code T90, revenue within 2x, same state
SAVAL CHARITABLE TRMAT90 $654,708$1,784,990 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
SAND COUNTY CHARITABLE TRMAT90 $958,064$162,517 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
ERIK & DORRIT PFAU CHARITABLE TRMAT90 $1,055,099$558,352 TRUSTEE$0 Same NTEE code T90, revenue within 2x, same state
USEA FOUNDATIONVAT90 $964,032$650,359 CHIEF EXECUTIVE OFFICER$202,353 Same NTEE code T90, revenue within 2x
SUDC FOUNDATIONNJT90 $847,127$1,116,340 CHIEF EXECUTIVE OFFICER$149,822 Same NTEE code T90, revenue within 2x
LUBIN-GREEN FOUNDATIONMOT90 $828,650$728,894 DIRECTOR$195,707 Same NTEE code T90, revenue within 2x
BREMAN FOUNDATION INCGAT90 $1,283,305$570,400 TREASURER$58,812 Same NTEE code T90, revenue within 2x
JCC FOUNDATION INCNJT90 $452,980$75,631 CEO (THROUGH 1/25)$456,260 Same NTEE code T90, revenue within 2x
THE STEVE SMITH FAMILY FOUNDATIONNCT90 $486,998$597,728 Executive Dir.$117,900 Same NTEE code T90, revenue within 2x
TAMWORTH FOUNDATIONNHT90 $848,195$338,031 PRESIDENT$0 Same NTEE code T90, revenue within 2x
THE HALAJ FOUNDATIONCAT90 $706,731$403,217 President/Treas$0 Same NTEE code T90, revenue within 2x
DISC VILLAGE FOUNDATION INCFLT90 $1,664,663$1,799,972 EXECUTIVE OFFICER AS OF 3/1/2025$785,131 Same NTEE code T90, revenue within 2x
GOREN FAMILY FOUNDATIONCAT90 $1,074,334$3,487,020 ASSISTANT TREASURER$369,842 Same NTEE code T90, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $755,66432 8DAF sponsor2016–2024 MIGHTY ACORN FOUNDATION INC; HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST; TAMWORTH FOUNDATION; SUDC FOUNDATION and 4 more
BROUSSARD CHARITABLE FOUNDATION TR $610,0004 1Private foundation2022–2025 USEA FOUNDATION
THE CHICAGO COMMUNITY TRUST $548,1509 2DAF sponsor2017–2024 HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST; SUDC FOUNDATION
LIFT A LIFE FOUNDATION INC $400,0004 1Private foundation2016–2019 CHRISTIAN ACADEMY OF LOUISVILLE FOUNDATION INC
DAVID AND NICOLE TEPPER CHARITABLE FOUNDATION INC $375,0003 1Private foundation2023–2025 THE STEVE SMITH FAMILY FOUNDATION
ELLIOTT FAMILY FOUNDATION $373,25011 1Private foundation2015–2025 USEA FOUNDATION
PAYPAL CHARITABLE GIVING FUND $352,77619 6DAF sponsor2018–2024 SUDC FOUNDATION; ARNOLD & WINNIE PALMER FOUNDATION INC; ERIC MARSH FOUNDATION FOR WILDLAND FIREFIGHTERS; H C S C FOUNDATION and 2 more
AMERICAN ONLINE GIVING FOUNDATION INC $262,01117 6DAF sponsor2019–2025 SUDC FOUNDATION; THE STEVE SMITH FAMILY FOUNDATION; DOGTOPIA FOUNDATION; ARNOLD & WINNIE PALMER FOUNDATION INC and 2 more
DONOR ADVISED CHARITABLE GIVING $257,82516 8DAF sponsor2016–2024 HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST; COPPERLEAF CHARITABLE FOUNDATION INC; BROOKINGS FOUNDATION; SUDC FOUNDATION and 4 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $209,7504 1DAF sponsor2020–2024 HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST
CHARITIES AID FOUNDATION AMERICA $126,6954 2DAF sponsor2011–2024 HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST; SUDC FOUNDATION
FORGOOD INC $125,62811 4DAF sponsor2017–2023 ERIC MARSH FOUNDATION FOR WILDLAND FIREFIGHTERS; MIGHTY ACORN FOUNDATION INC; SUDC FOUNDATION; DOCTOR THEODORE A ATLAS FOUNDATION INC
THE ANNENBERG FOUNDATION $125,0004 1Private foundation2010–2023 EDDIE AIKAU FOUNDATION INC
NATIONAL PHILANTHROPIC TR $118,0005 3DAF sponsor2020–2024 HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST; WALTER R EARLE MEMORIAL FOUNDATION INC; THE STEVE SMITH FAMILY FOUNDATION
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC $100,0005 1DAF sponsor2018–2022 HARVARD LAMPOON TRUST UNDER DECLARATION OF TRUST

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $1,045,311 spent · pay $21,531 · grants $642,719 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $642,719$642,719-- 61.5%
Other (as described)MEDICAL EDUCATION & RES $247,493$247,493-- 23.7%
Other (as described)MEDICAL CONFERENCES $121,056$121,056-- 11.6%
Other salaries and wages $20,000$16,000$4,000- 1.9%
Fees: legal $6,800-$6,800- 0.7%
Travel $1,850$1,850-- 0.2%
Fees: other services $1,632-$1,632- 0.2%
Payroll taxes $1,531$1,225$306- 0.1%
Office expenses $1,050$1,050-- 0.1%
Insurance $1,017$1,017-- 0.1%
Other (as described)BANK & LICENSES $163$163-- 0.0%
Total$1,045,311100%

View the filing

2023 · Form 990 · $400,743 spent · pay $21,530 · grants $134,312 · events $874
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL CONFERENCES $148,826$148,826-- 37.1%
Grants to US organizations and governments $134,312$134,312-- 33.5%
Fees: investment management $49,846-$49,846- 12.4%
Other (as described)MEDICAL EDUCATION & RES $31,211$31,211-- 7.8%
Other salaries and wages $20,000$16,000$4,000- 5.0%
Fees: accounting $7,756-$7,756- 1.9%
Other (as described)BANK & LICENSES $1,729$1,729-- 0.4%
Travel $1,552$1,552-- 0.4%
Payroll taxes $1,530$1,224$306- 0.4%
Fees: other services $1,518-$1,518- 0.4%
Conferences, conventions and meetings $874$874-- 0.2%
Office expenses $846$846-- 0.2%
Insurance $743$743-- 0.2%
Total$400,743100%

View the filing

2022 · Form 990 · $291,593 spent · pay $21,530 · grants $152,467 · events $115
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $152,467$152,467-- 52.3%
Fees: investment management $74,423-$74,423- 25.5%
Other (as described)MEDICAL EDUCATION & RES $28,626$28,626-- 9.8%
Pay: officers, directors, trustees, key employees $20,000$14,000$6,000- 6.9%
Other (as described)MEDICAL CONFERENCES $5,583$5,583-- 1.9%
Fees: accounting $4,200-$4,200- 1.4%
Payroll taxes $1,530$1,000$530- 0.5%
Office expenses $1,513$1,513-- 0.5%
Fees: other services $1,161-$1,161- 0.4%
Travel $1,107$1,107-- 0.4%
Insurance $743$743-- 0.3%
Other (as described)TAXES & LICENSES $125$125-- 0.0%
Conferences, conventions and meetings $115$115-- 0.0%
Total$291,593100%

View the filing

2021 · Form 990 · $792,151 spent · pay $21,533 · grants $438,334 · events $80
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $438,334$438,334-- 55.3%
Other (as described)MEDICAL EDUCATION & RES $204,475$204,475-- 25.8%
Fees: investment management $80,524-$80,524- 10.2%
Fees: management $28,000$28,000-- 3.5%
Pay: disqualified persons $20,000$14,000$6,000- 2.5%
Other (as described)MEDICAL CONFERENCES $9,389$9,389-- 1.2%
Fees: accounting $7,475-$7,475- 0.9%
Payroll taxes $1,533$1,002$531- 0.2%
Fees: other services $1,048-$1,048- 0.1%
Insurance $743$743-- 0.1%
Office expenses $330$330-- 0.0%
Other (as described)TAXES & LICENSES $125-$125- 0.0%
Other (as described)ADMINISTRATIVE $95$95-- 0.0%
Conferences, conventions and meetings $80$80-- 0.0%
Total$792,151100%

View the filing

2020 · Form 990 · $260,506 spent · pay $21,901 · grants $0 · events $1,360
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION & RES $163,532$163,532-- 62.8%
Fees: investment management $60,249-$60,249- 23.1%
Pay: disqualified persons $20,000$14,000$6,000- 7.7%
Other (as described)MEDICAL CONFERENCES $10,629$10,629-- 4.1%
Payroll taxes $1,901$1,331$570- 0.7%
Conferences, conventions and meetings $1,360$1,360-- 0.5%
Fees: other services $874-$874- 0.3%
Office expenses $833$833-- 0.3%
Insurance $743$743-- 0.3%
Other (as described)ADMINISTRATIVE $260$260-- 0.1%
Other (as described)TAXES & LICENSES $125-$125- 0.0%
Total$260,506100%

View the filing

2018 · Form 990 · $426,439 spent · pay $19,735 · grants $0 · events $587
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION & RES $282,136$282,136-- 66.2%
Other (as described)MEDICAL CONFERENCES $68,593$68,593-- 16.1%
Fees: investment management $46,996-$46,996- 11.0%
Pay: disqualified persons $18,333$12,333$6,000- 4.3%
Fees: accounting $7,315$5,120$2,195- 1.7%
Payroll taxes $1,402$982$420- 0.3%
Other (as described)ADMINISTRATIVE $933-$933- 0.2%
Conferences, conventions and meetings $587$587-- 0.1%
Other (as described)TAXES & LICENSES $144-$144- 0.0%
Total$426,439100%

View the filing

2017 · Form 990 · $633,387 spent · pay $21,380 · grants $0 · events $1,397
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION & RES $472,760$472,760-- 74.6%
Other (as described)MEDICAL CONFERENCES $84,343$84,343-- 13.3%
Fees: investment management $45,890-$45,890- 7.2%
Pay: disqualified persons $20,000$14,000$6,000- 3.2%
Fees: accounting $7,115$4,980$2,135- 1.1%
Conferences, conventions and meetings $1,397$1,397-- 0.2%
Payroll taxes $1,380$966$414- 0.2%
Other (as described)ADMINISTRATIVE $432-$432- 0.1%
Other (as described)TAXES & LICENSES $70-$70- 0.0%
Total$633,387100%

View the filing

2016 · Form 990 · $306,924 spent · pay $21,430 · grants $0 · events $2,629
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION & RES $170,000$170,000-- 55.4%
Other (as described)MEDICAL CONFERENCES $60,371$60,371-- 19.7%
Fees: investment management $44,240-$44,240- 14.4%
Pay: disqualified persons $20,000$14,000$6,000- 6.5%
Fees: accounting $7,945$5,562$2,383- 2.6%
Conferences, conventions and meetings $2,629$2,629-- 0.9%
Payroll taxes $1,430$1,001$429- 0.5%
Other (as described)ADMINISTRATIVE $169-$169- 0.1%
Other (as described)TAXES & LICENSES $140-$140- 0.0%
Total$306,924100%

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2015 · Form 990 · $510,484 spent · pay $21,530 · grants $0 · events $738
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION $331,632$331,632-- 65.0%
Other (as described)MEDICAL CONFERENCES $79,413$79,413-- 15.6%
Fees: investment management $48,115-$48,115- 9.4%
Pay: disqualified persons $20,000$14,000$6,000- 3.9%
Fees: legal $7,897$7,897-- 1.5%
Other (as described)TAXES & LICENSES $7,819-$7,819- 1.5%
Fees: accounting $6,995$4,897$2,098- 1.4%
Occupancy $6,000$4,200$1,800- 1.2%
Payroll taxes $1,530$1,071$459- 0.3%
Conferences, conventions and meetings $738$738-- 0.1%
Other (as described)ADMINISTRATIVE $345-$345- 0.1%
Total$510,484100%

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2014 · Form 990 · $314,098 spent · pay $21,530 · grants $0 · events $2,432
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL CONFERENCES $106,175$106,175-- 33.8%
Other (as described)MEDICAL EDUCATION $63,825$63,825-- 20.3%
Fees: investment management $47,356-$47,356- 15.1%
Fees: legal $29,379$29,379-- 9.4%
Pay: disqualified persons $20,000$14,000$6,000- 6.4%
Other (as described)MEDICAL RESEARCH $20,000$20,000-- 6.4%
Other (as described)TAXES & LICENSES $9,391-$9,391- 3.0%
Fees: accounting $7,735$5,414$2,321- 2.5%
Occupancy $6,000$4,200$1,800- 1.9%
Conferences, conventions and meetings $2,432$2,432-- 0.8%
Payroll taxes $1,530$1,071$459- 0.5%
All other expenses $275-$275- 0.1%
Total$314,098100%

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2013 · Form 990 · $295,926 spent · pay $21,369 · grants $0 · events $646
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION $112,693$112,693-- 38.1%
Other (as described)MEDICAL CONFERENCES $84,833$84,833-- 28.7%
Fees: investment management $39,201-$39,201- 13.2%
Pay: disqualified persons $20,000$14,000$6,000- 6.8%
Other (as described)MEDICAL RESEARCH $20,000$20,000-- 6.8%
Fees: accounting $7,600$5,320$2,280- 2.6%
Occupancy $6,000$4,200$1,800- 2.0%
Other (as described)TAXES & LICENSES $3,102-$3,102- 1.0%
Payroll taxes $1,369$958$411- 0.5%
Conferences, conventions and meetings $646$646-- 0.2%
All other expenses $307-$307- 0.1%
Office expenses $175-$175- 0.1%
Total$295,926100%

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2012 · Form 990 · $308,602 spent · pay $20,600 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EDUCATION $139,000$139,000-- 45.0%
Other (as described)MEDICAL CONFERENCES $78,547$78,547-- 25.5%
Fees: investment management $33,775-$33,775- 10.9%
Other (as described)MEDICAL RESEARCH $20,000$20,000-- 6.5%
Pay: disqualified persons $19,136$13,396$5,740- 6.2%
Fees: accounting $8,275$5,793$2,482- 2.7%
Occupancy $6,250$4,375$1,875- 2.0%
Payroll taxes $1,464$1,025$439- 0.5%
Other (as described)ADMINISTRATIVE $1,115-$1,115- 0.4%
All other expenses $1,040-$1,040- 0.3%
Total$308,602100%

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2011 · Form 990 · $149,062 spent · pay $20,620 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL CONFERENCES $62,635$62,635-- 42.0%
Fees: investment management $30,593-$30,593- 20.5%
Other (as described)MEDICAL EDUCATION $23,631$23,631-- 15.9%
Pay: disqualified persons $19,136$13,396$5,740- 12.8%
Occupancy $6,000$4,200$1,800- 4.0%
Fees: accounting $4,650$3,255$1,395- 3.1%
Payroll taxes $1,484$1,039$445- 1.0%
Other (as described)ADMINISTRATIVE $723-$723- 0.5%
Other (as described)MISCELLANEOUS $125-$125- 0.1%
All other expenses $85-$85- 0.1%
Total$149,062100%

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2010 · Form 990 · $337,627 spent · pay $19,862 · grants $0 · events $68
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)MEDICAL EQUIPMENT $142,374$142,374-- 42.2%
Other (as described)MEDICAL CONFERENCES $71,800$71,800-- 21.3%
Other (as described)MEDICAL EDUCATION $40,000$40,000-- 11.8%
Fees: investment management $28,892-$28,892- 8.6%
Other (as described)COMMUNITY HEALTH PROGRA $20,000$20,000-- 5.9%
Other salaries and wages $18,400$12,880$5,520- 5.4%
Occupancy $5,000$3,500$1,500- 1.5%
Fees: accounting $4,587$3,211$1,376- 1.4%
Other (as described)MEDICAL LECTURES $4,134$4,134-- 1.2%
Payroll taxes $1,462$1,024$438- 0.4%
All other expenses $910-$910- 0.3%
Conferences, conventions and meetings $68-$68- 0.0%
Total$337,627100%

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State business registration

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RecordName as filedWhereDatasetMatched by
Plan sponsorBAY PATH UNIVERSITYMAForm 5500 (employee benefit plans)EIN (EXACT)

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