LYNCH FOUNDATION
Cite this
Plain text LYNCH FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/lynch-foundation-043017940. Retrieved 2026-11-01.
APA furp.org. (n.d.). LYNCH FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 1, 2026, from https://furp.org/org/lynch-foundation-043017940
MLA “LYNCH FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/lynch-foundation-043017940. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $32.0M · expenses $11.1M · assets $146.8M
- EIN
- 04-3017940
- Address
- 109 STATE ST STE 404, BOSTON, MA 02109-2909
- Website
- WWW.THELYNCHFOUNDATION.COM
- NTEE code
- T900
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (cooperative)
- Ruling date
- October 1988 (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 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE LYNCH FOUNDATION PROVIDES ASSISTANCE TO PROGRAMS PRIMARILY IN MASSACHUSETTS WITH AN EMPHASIS ON EDUCATION; CULTURE AND HISTORICAL PRESERVATION; HEALTHCARE AND MEDICAL RESEARCH; AND RELIGIOUS AND EDUCATIONAL EFFORTS OF THE ROMAN CATHOLIC CHURCH.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
12 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Kathryn M Everett | EXECUTIVE DIRECTOR | 2010-2024 | $675,695 | $7,424,814 | 3 |
| Victoria Prudden | CHIEF OPERATIONS OFFICER | 2017-2024 | $218,684 | $1,293,015 | 1 |
| Ashley Meany | TRADING & INVESTMENT | 2022-2024 | $132,362 | $387,008 | 1 |
| Timothy Jurevic | TRADING & INVESTMENT | 2024 | $60,636 | $60,636 | 1 |
| David Badeau (former) | RESEARCH ANALYST | 2010-2020 | $115,572 | $1,394,281 | 1 |
| Victoria Forman (former) | OPERATIONS MANAGER | 2012-2016 | $93,838 | $401,820 | 1 |
| Nina Moe (former) | GRANTS, OPERATIONS, | 2020-2021 | $114,229 | $208,192 | 1 |
| Ashley Mann (former) | SPECIAL PROJECTS MAN | 2017-2018 | $85,874 | $162,086 | 1 |
| Kim Sheridan (former) | GRANTS AND OPERATION | 2019 | $69,952 | $69,952 | 1 |
| Nia Moe (former) | GRANTS, OPS, & COMMS | 2022 | $69,078 | $69,078 | 1 |
| Nicolas Jofre (former) | FELLOW | 2015 | $68,188 | $68,188 | 1 |
| Shiona De Carvalho (former) | RESEARCH & EVALUATIO | 2022 | $63,189 | $63,189 | 1 |
Officers and directors, no compensation reported
19 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.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Peter Lynch | PRESIDENT AND CHAIRMAN | 2010-2024 | 1 | $0 reported | 2 |
| John Regan | TRUSTEE | 2021-2024 | 1 | $0 reported | 2 |
| Richard Spillane | TREASURER | 2010-2024 | 1 | $0 reported | 1 |
| Ralph C Sweetland Md | TRUSTEE | 2010-2024 | 1 | $0 reported | 1 |
| Nancy Coolidge | TRUSTEE | 2015-2024 | 1 | $0 reported | 1 |
| Mary Witkowski | TRUSTEE | 2015-2024 | 1 | $0 reported | 1 |
| Marie-Claude Tanny | TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| Elizabeth De Montrichard | SECRETARY | 2012-2024 | 1 | $0 reported | 1 |
| Anne Lukowski | VICE PRESIDENT | 2021-2024 | 1 | $0 reported | 1 |
| Amanda Fernandez | TRUSTEE | 2022-2024 | 1 | $0 reported | 1 |
| James Morton (former) | TRUSTEE | 2022 | 1 | $0 reported | 1 |
| Annie Lukowski (former) | TRUSTEE | 2012-2020 | 1 | $0 reported | 1 |
| Jack Regan (former) | TRUSTEE | 2016-2020 | 1 | $0 reported | 1 |
| J Frederick Bush (former) | TRUSTEE (THROUGH OCT 2017) | 2011-2017 | 1 | $0 reported | 1 |
| Elizabeth De Montichard (former) | SECRETARY | 2013-2016 | 1 | $0 reported | 1 |
| Carolyn A Lynch (former) | PRESIDENT | 2010-2015 | 1 | $0 reported | 1 |
| Nancy A Coolidge (former) | DIRECTOR | 2010-2014 | 1 | $0 reported | 1 |
| Marsha Helmstadter (former) | DIRECTOR | 2010-2013 | 1 | $0 reported | 1 |
| J Fredrick Bush (former) | SECRETARY | 2010 | 1 | $0 reported | 1 |
People by year
2024 · 14 people listed · 4 paid, $1.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $592,385 | - | $83,310 | $675,695 | 3 |
| VICTORIA PRUDDEN | CHIEF OPERATIONS OFFICER | 40 | $178,154 | - | $40,530 | $218,684 | 1 |
| ASHLEY MEANY | TRADING & INVESTMENT | 20 | $95,866 | - | $36,496 | $132,362 | 1 |
| TIMOTHY JUREVIC | TRADING & INVESTMENT | 10 | $33,750 | - | $26,886 | $60,636 | 1 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIE-CLAUDE TANNY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JOHN REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| ANNE LUKOWSKI | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| AMANDA FERNANDEZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2023 · 14 people listed · 4 paid, $1.6M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $543,000 | - | $89,682 | $632,682 | 3 |
| KATHRYN EVERETT | EXECUTIVE DIRECTOR | 40 | $543,000 | - | $89,682 | $632,682 | 3 |
| VICTORIA PRUDDEN | CHIEF OPERATIONS OFF | 40 | $159,725 | - | $40,480 | $200,205 | 1 |
| ASHLEY MEANY | TRADING & INVESTMENT | 20 | $87,324 | - | $52,316 | $139,640 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| ANNE LUKOWSKI | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JOHN REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| AMANDA FERNANDEZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIE-CLAUDE TANNY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2022 · 16 people listed · 5 paid, $1.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $532,538 | - | $82,203 | $614,741 | 3 |
| VICTORIA PRUDDEN | CHIEF OF STAFF | 40 | $143,720 | - | $46,545 | $190,265 | 1 |
| ASHLEY MEANY | TRADING & INVESTMENT | 20 | $74,731 | - | $40,275 | $115,006 | 1 |
| NIA MOE | GRANTS, OPS, & COMMS | 40 | $53,846 | - | $15,232 | $69,078 | 1 |
| SHIONA DE CARVALHO | RESEARCH & EVALUATIO | 40 | $50,769 | - | $12,420 | $63,189 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| ANNE LUKOWSKI | VICE PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JOHN REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| AMANDA FERNANDEZ | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JAMES MORTON | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARIE-CLAUDE TANNY | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2021 · 11 people listed · 3 paid, $914K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $527,761 | - | $94,349 | $622,110 | 3 |
| VICTORIA PRUDDEN | CHIEF OF STAFF | 40 | $130,491 | - | $47,510 | $178,001 | 1 |
| NINA MOE | GRANTS, OPERATIONS, | 40 | $80,302 | - | $33,927 | $114,229 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JOHN REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 2 |
2020 · 12 people listed · 4 paid, $966K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $518,000 | - | $78,332 | $596,332 | 3 |
| VICTORIA PRUDDEN | VP OF PROGRAMS | 40 | $128,000 | - | $31,742 | $159,742 | 1 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $102,746 | - | $12,826 | $115,572 | 1 |
| NINA MOE | GRANTS, DATA, FINANC | 40 | $76,947 | - | $17,016 | $93,963 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JACK REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2019 · 12 people listed · 4 paid, $874K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $481,000 | - | $73,630 | $554,630 | 3 |
| VICTORIA PRUDDEN | VP OF PROGRAMS | 40 | $110,000 | - | $22,502 | $132,502 | 1 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $104,000 | - | $13,326 | $117,326 | 1 |
| KIM SHERIDAN | GRANTS AND OPERATION | 40 | $61,385 | - | $8,567 | $69,952 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JACK REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2018 · 12 people listed · 4 paid, $825K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $465,749 | - | $44,751 | $510,500 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $102,000 | - | $12,823 | $114,823 | 1 |
| VICTORIA PRUDDEN | OPERATIONS MANAGER | 40 | $93,500 | - | $19,866 | $113,366 | 1 |
| ASHLEY MANN | SPECIAL PROJECTS MAN | 40 | $76,500 | - | $9,374 | $85,874 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JACK REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2017 · 13 people listed · 4 paid, $754K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $408,858 | - | $45,527 | $454,385 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $110,000 | - | $12,924 | $122,924 | 1 |
| VICTORIA PRUDDEN | OPERATIONS MANAGER | 40 | $85,000 | - | $15,250 | $100,250 | 1 |
| ASHLEY MANN | SPECIAL PROJECTS MAN | 40 | $66,560 | - | $9,652 | $76,212 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| J FREDERICK BUSH | TRUSTEE (THROUGH OCT 2017) | 1 | $0 | - | $0 | $0 | 1 |
| NANCY R COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JACK REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2016 · 12 people listed · 3 paid, $583K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $328,312 | - | $41,927 | $370,239 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $107,000 | - | $12,419 | $119,419 | 1 |
| VICTORIA FORMAN | OPERATIONS MANAGER | 40 | $80,000 | - | $13,838 | $93,838 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| J FREDERICK BUSH | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| NANCY R COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| JACK REGAN | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2015 · 13 people listed · 4 paid, $651K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $318,276 | - | $44,703 | $362,979 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $123,250 | - | $11,232 | $134,482 | 1 |
| VICTORIA FORMAN | OPERATIONS MANAGER | 40 | $72,500 | - | $13,092 | $85,592 | 1 |
| NICOLAS JOFRE | FELLOW | 40 | $60,000 | - | $8,188 | $68,188 | 1 |
| PETER S LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 2 |
| CAROLYN A LYNCH | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD SPILLANE | TREASURER | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTICHARD | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| J FREDERICK BUSH | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| NANCY R COOLIDGE | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| MARY WITKOWSKI | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
2014 · 11 people listed · 3 paid, $496K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $238,392 | - | $41,946 | $280,338 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $118,250 | - | $12,536 | $130,786 | 1 |
| VICTORIA FORMAN | OPERATIONS MANAGER | 40 | $70,500 | - | $14,151 | $84,651 | 1 |
| CAROLYN A LYNCH | PRESIDENT | 1 | $0 | - | $0 | $0 | 1 |
| PETER S LYNCH | TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| J FREDERICK BUSH | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY A COOLIDGE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD SPILLANE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTICHARD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2013 · 12 people listed · 3 paid, $567K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $258,268 | - | $74,400 | $332,668 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $137,500 | - | $17,288 | $154,788 | 1 |
| VICTORIA FORMAN | PROGRAM ASSOCIATE | 40 | $65,000 | - | $14,563 | $79,563 | 1 |
| CAROLYN A LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| PETER S LYNCH | TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| J FREDERICK BUSH | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY A COOLIDGE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD SPILLANE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARSHA HELMSTADTER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTICHARD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2012 · 12 people listed · 3 paid, $483K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $215,000 | - | $73,086 | $288,086 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $120,000 | - | $16,424 | $136,424 | 1 |
| VICTORIA FORMAN | PROGRAM ASSOCIATE | 40 | $50,000 | - | $8,176 | $58,176 | 1 |
| CAROLYN A LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | - | $0 | $0 | 1 |
| PETER S LYNCH | TREASURER | 1 | $0 | - | $0 | $0 | 2 |
| J FREDERICK BUSH | SECRETARY | 1 | $0 | - | $0 | $0 | 1 |
| NANCY A COOLIDGE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RICHARD SPILLANE | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| MARSHA HELMSTADTER | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ANNIE LUKOWSKI | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DE MONTRICHARD | DIRECTOR | 1 | $0 | - | $0 | $0 | 1 |
2011 · 9 people listed · 2 paid, $381K · 3 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $193,727 | $0 | $62,082 | $255,809 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $109,808 | $0 | $15,254 | $125,062 | 1 |
| CAROLYN A LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER S LYNCH | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| J FREDERICK BUSH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY A COOLIDGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SPILLANE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARSHA HELMSTADTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 9 people listed · 2 paid, $364K · 4 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN M EVERETT | EXECUTIVE DIRECTOR | 40 | $179,751 | $0 | $61,187 | $240,938 | 3 |
| DAVID BADEAU | RESEARCH ANALYST | 20 | $109,885 | $0 | $12,790 | $122,675 | 1 |
| CAROLYN A LYNCH | PRESIDENT AND CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER S LYNCH | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| J FREDRICK BUSH | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| NANCY A COOLIDGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SPILLANE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RALPH C SWEETLAND MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARSHA HELMSTADTER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $202K
| Name | Location | Service | Paid |
|---|---|---|---|
| VILMS CONSULTING | BOSTON, MA | ACCOUNTING SERVICES | $78,120 |
| MP PC | SPRINGFIELD, MA | AUDIT & TAX PREPARATION SERVICES | $41,340 |
| BOSTON FAMILY ADVISORS | BOSTON, MA | INVESTMENT MANAGEMENT | $32,500 |
| BUILDING IMPACT | BOSTON, MA | STRATEGIC PLANNING | $31,125 |
| METROCREATE STUDIOS | ARLINGTON, MA | MARKETING | $18,589 |
2023 · 1 contractor · $74K
| Name | Location | Service | Paid |
|---|---|---|---|
| VILMS CONSULTING | BOSTON, MA | ACCOUNTING SERVICES | $74,400 |
2022 · 2 contractors · $208K
| Name | Location | Service | Paid |
|---|---|---|---|
| BUILDING IMPACT | NEW HAVEN, CT | STRATEGIC PLANNING | $150,000 |
| VILMS CONSULTING | BOSTON, MA | ACCOUNTING SERVICES | $58,475 |
2013 · 3 contractors · $361K
| Name | Location | Service | Paid |
|---|---|---|---|
| CTP | BOSTON | WEBSITE CONSULTANT | $168,594 |
| MISSION MEASUREMENT | CHICAGO | LYNCH LEADERSHIP ACADEMY EVALUATOR | $121,611 |
| BELLWEATHER EDUCATION PARTNERS | SUDBURY | STRATEGY DEVELOPER | $71,000 |
2011 · 1 contractor · $586K
| Name | Location | Service | Paid |
|---|---|---|---|
| GOLDMAN SACHS | NEW YORK, NY | INVESTMENT ADVISOR | $586,102 |
2010 · 1 contractor · $422K
| Name | Location | Service | Paid |
|---|---|---|---|
| PORTOLAN CAPITAL MANAGEMENT | BOSTON, MA | FINANCIAL MANAGEMENT | $422,485 |
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 · 107 grants to organizations · $8.3M
2023 · 105 grants to organizations · $7.7M
2022 · 99 grants to organizations · $8.8M
2021 · 118 grants to organizations · $9.3M
2020 · 91 grants to organizations · $8.0M
2019 · 104 grants to organizations · $7.7M
2018 · 86 grants to organizations · $8.2M
2017 · 76 grants to organizations · $8.1M
2016 · 59 grants to organizations · $7.9M
2015 · 62 grants to organizations · $7.8M
2014 · 62 grants to organizations · $8.8M
2013 · 81 grants to organizations · $9.2M
2012 · 86 grants to organizations · $6.8M
2011 · 51 grants to organizations · $5.3M
2010 · 55 grants to organizations · $6.2M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2015 · 1 contributor · $8.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CAROLYN LYNCH | Person | BOSTON, MA | $8,207,126 | $8,207,126 | Form 990PF Sch. B, 2015 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $31,959,328 | $11,135,719 | $146,827,858 | $146,511,542 | - | - | $784,039 | - | - |
| 2023 · Form 990PF | ||||||||
| $6,237,818 | $9,990,132 | $130,010,432 | $129,679,217 | - | - | $543,000 | - | - |
| 2022 · Form 990PF | ||||||||
| -$12,519,963 | $11,270,902 | $115,314,269 | $115,195,065 | - | - | $532,535 | - | - |
| 2021 · Form 990PF | ||||||||
| $42,142,694 | $12,412,906 | $176,006,196 | $175,390,591 | - | - | $527,761 | - | - |
| 2020 · Form 990PF | ||||||||
| $7,320,765 | $10,492,877 | $145,946,715 | $145,401,060 | - | - | $518,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $15,065,406 | $9,938,930 | $121,629,998 | $121,342,952 | - | - | $481,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $15,931,090 | $10,163,477 | $116,086,915 | $116,010,380 | - | - | $465,749 | - | - |
| 2017 · Form 990PF | ||||||||
| $21,335,288 | $10,363,684 | $134,153,703 | $133,548,827 | $0 | - | $408,858 | - | - |
| 2016 · Form 990PF | ||||||||
| $707,502 | $9,602,339 | $114,640,101 | $114,334,302 | $3,738 | - | $346,862 | - | - |
| 2015 · Form 990PF | ||||||||
| $11,579,043 | $9,229,662 | $113,091,061 | $112,997,187 | $8,207,126 | - | $325,326 | - | - |
| 2014 · Form 990PF | ||||||||
| $14,459,013 | $10,631,050 | $123,174,687 | $122,810,295 | - | - | $280,338 | - | - |
| 2013 · Form 990PF | ||||||||
| $31,590,636 | $11,817,999 | $129,797,502 | $129,042,391 | - | - | $332,668 | - | - |
| 2012 · Form 990PF | ||||||||
| $11,705,489 | $8,363,795 | $91,915,005 | $91,749,902 | - | - | $291,506 | - | - |
| 2011 · Form 990 | ||||||||
| $1,537,704 | $6,633,687 | $83,498,671 | $83,490,798 | $0 | $0 | $255,809 | 3 | 0 |
| 2010 · Form 990 | ||||||||
| $14,166,315 | $7,205,975 | $98,674,934 | $98,669,588 | $0 | $0 | $240,938 | 4 | 7 |
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.
- CATHOLIC SCHOOLS FOUNDATION INC Boston, MA · 3 people in common (John Regan, Kathryn M Everett, Peter Lynch)
- BOSTON SCHOOLS FUND INC Boston, MA · 1 person in common (Kathryn M Everett)
Funders of this organization
2 grantors reported grants to this organization, $15,350 in all, tax years 2011 to 2024. 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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| KAZICKAS FAMILY FOUNDATION INC | Private foundation | Fuzzy filed as “LYNCH FOUNDATION” | 2024 | 1 | $15,000 | 2024 | $15,000 | show |
| TREFLER FOUNDATION | Private foundation | Fuzzy filed as “LYNCH FOUNDATION” | 2011 | 1 | $350 | 2011 | $350 | 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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ADP FOUNDATION | NJ | T90 | $20,758,337 | $17,748,188 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, similar name |
| BNSF FOUNDATION | TX | T90 | $28,277,994 | $7,060,666 | PRESIDENT & DIRECTOR | $0 | Same NTEE code T90, revenue within 2x, similar name |
| RESONANCE FOUNDATION | NY | T90 | $19,301,996 | $809,783 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x, similar name |
| LEONARD & BERYL BUCK FOUNDATION | MO | T90 | $62,821,444 | $42,648,171 | INVESTMENT TRUSTEE | $0 | Same NTEE code T90, revenue within 2x |
| HALVORSEN FAMILY FOUNDATION | CT | T90 | $35,169,177 | $34,534,700 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x |
| THE LIEGL FAMILY FOUNDATION INC | IL | T90 | $26,578,059 | $1,487,329 | PRESIDENT | $0 | Same NTEE code T90, revenue within 2x |
| TENET HEALTHCARE FOUNDATION | TX | T90 | $21,065,169 | $1,669,148 | BOARD MEMBER | $0 | Same NTEE code T90, revenue within 2x |
| MITCHELL WOLFSON SR FOUNDATION | FL | T90 | $48,940,011 | $16,293,149 | TRUSTEE | $200,000 | Same NTEE code T90, revenue within 2x |
| MICKY ELLIOTT FAMILY FOUNDATION | TX | T90 | $39,499,085 | $1,562,930 | PRESIDENT | $0 | Same NTEE code T90, revenue within 2x |
| LAURA & ISAAC PERLMUTTER FOUNDATION INC | FL | T90 | $24,972,343 | $22,078,276 | DIRECTOR, TREASURER - DECEASED 6/6/25 | $100,000 | Same NTEE code T90, revenue within 2x |
| BLUHM FAMILY CHARITABLE FOUNDATION | IL | T90 | $24,166,969 | $13,206,647 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x |
| LAWYERS TRUST FUND OF ILLINOIS | IL | T90 | $47,351,899 | $30,659,681 | EXECUTIVE DIRECTOR | $224,158 | Same NTEE code T90, revenue within 2x |
| HESS PHILANTHROPIC FUND | NY | T90 | $21,800,580 | $20,834,954 | DIRECTOR | $0 | Same NTEE code T90, revenue within 2x |
| ROCKEFELLER FAMILY FUND INC | NY | T90 | $50,100,215 | $48,182,224 | DIRECTOR & SECRETARY | $849,232 | Same NTEE code T90, revenue within 2x |
| LUCILLE S BEESON CHARITABLE REMAINDER 66 1055001761 | AL | T90 | $17,487,515 | $13,773,303 | TRUSTEE | $1,278,221 | Same NTEE code T90, revenue within 2x |
| GORDON CHRISTIAN TRUST | MI | T90 | $56,062,484 | $30,810,662 | TOP FINANCIAL OFFICIAL | $0 | Same NTEE code T90, revenue within 2x |
| LETA MCFARLIN CHAPMAN MEMORIAL TR | OK | T90 | $18,334,462 | $17,597,673 | CORPORATE TRUSTEE | $1,077,513 | Same NTEE code T90, revenue within 2x |
| REA CHARITABLE TRUST | OH | T90 | $31,644,424 | $6,986,864 | TRUSTEE | $135,840 | Same NTEE code T90, revenue within 2x |
| THE GLOBAL ORPHAN PROJECT INC | MO | T90 | $32,340,298 | $26,416,435 | PRESIDENT, CAREPORTAL | $145,432 | Same NTEE code T90, revenue within 2x |
| THOMAS E RILEY CHARITABLE TR | NY | T90 | $35,225,615 | $487,924 | TRUSTEE | $0 | Same NTEE code T90, revenue within 2x |
| JOHN G KENEDY JR CHARITABLE TR -SURFACE ESTATE TR | TX | T90 | $20,252,291 | $6,830,890 | JO ANN WOFFORD, ADMINISTRATOR | $213,363 | Same NTEE code T90, revenue within 2x |
| DONALD D LYNCH FAMILY FOUNDATION | OH | T90 | $9,652,804 | $3,434,805 | SR GRANT OFFICER | $137,624 | Same NTEE code T90, revenue within 5x, similar name |
| HJD FOUNDATION | NH | T90 | $12,724,525 | $1,518,462 | TRUSTEE | $0 | Same NTEE code T90, revenue within 5x, similar name |
| KLM FOUNDATION | CA | T90 | $10,304,793 | $5,763,260 | TRUSTEE | $0 | Same NTEE code T90, revenue within 5x, similar name |
| LAIDIR FOUNDATION | WA | T90 | $11,240,624 | $4,445,853 | DIRECTOR, PRESIDENT & TREA | $0 | Same NTEE code T90, revenue within 5x, similar name |
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).
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 990PF · $11,135,719 spent · pay $1,086,378 · grants $8,250,254 · events $97,852
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,250,254 | 74.1% | |
| Fees: other professional | $985,894 | 8.9% | |
| Pay: officers, directors, trustees | $784,039 | 7.0% | |
| Taxes | $407,635 | 3.7% | |
| Pension plans and employee benefits | $172,723 | 1.6% | |
| Other salaries and wages | $129,616 | 1.2% | |
| Fees: accounting | $119,460 | 1.1% | |
| Other expenses | $111,351 | 1.0% | |
| Travel, conferences and meetings | $97,852 | 0.9% | |
| Occupancy | $72,000 | 0.6% | |
| Interest | $4,895 | 0.0% | |
| Total | $11,135,719 | 100% |
2023 · Form 990PF · $9,990,132 spent · pay $1,054,447 · grants $7,723,164 · events $49,019
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,723,164 | 77.3% | |
| Fees: other professional | $828,459 | 8.3% | |
| Pay: officers, directors, trustees | $543,000 | 5.4% | |
| Other salaries and wages | $262,049 | 2.6% | |
| Pension plans and employee benefits | $249,398 | 2.5% | |
| Taxes | $135,769 | 1.4% | |
| Other expenses | $93,774 | 0.9% | |
| Occupancy | $72,000 | 0.7% | |
| Travel, conferences and meetings | $49,019 | 0.5% | |
| Fees: accounting | $33,500 | 0.3% | |
| Total | $9,990,132 | 100% |
2022 · Form 990PF · $11,270,902 spent · pay $1,070,601 · grants $8,804,863 · events $32,616
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,804,863 | 78.1% | |
| Fees: other professional | $1,038,558 | 9.2% | |
| Pay: officers, directors, trustees | $532,535 | 4.7% | |
| Other salaries and wages | $330,335 | 2.9% | |
| Pension plans and employee benefits | $207,731 | 1.8% | |
| Other expenses | $105,651 | 0.9% | |
| Fees: accounting | $90,700 | 0.8% | |
| Occupancy | $78,010 | 0.7% | |
| Taxes | $49,398 | 0.4% | |
| Travel, conferences and meetings | $32,616 | 0.3% | |
| Fees: legal | $505 | 0.0% | |
| Total | $11,270,902 | 100% |
2021 · Form 990PF · $12,412,906 spent · pay $1,040,286 · grants $9,302,763 · events $29,478
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $9,302,763 | 74.9% | |
| Fees: other professional | $1,096,077 | 8.8% | |
| Taxes | $653,097 | 5.3% | |
| Pay: officers, directors, trustees | $527,761 | 4.3% | |
| Other salaries and wages | $324,305 | 2.6% | |
| Pension plans and employee benefits | $188,220 | 1.5% | |
| Other expenses | $88,857 | 0.7% | |
| Fees: accounting | $86,369 | 0.7% | |
| Occupancy | $70,958 | 0.6% | |
| Fees: legal | $45,021 | 0.4% | |
| Travel, conferences and meetings | $29,478 | 0.2% | |
| Total | $12,412,906 | 100% |
2020 · Form 990PF · $10,492,877 spent · pay $982,403 · grants $7,968,220 · events $7,860
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,968,220 | 75.9% | |
| Fees: other professional | $784,978 | 7.5% | |
| Taxes | $546,702 | 5.2% | |
| Pay: officers, directors, trustees | $518,000 | 4.9% | |
| Other salaries and wages | $309,694 | 3.0% | |
| Pension plans and employee benefits | $154,709 | 1.5% | |
| Other expenses | $73,626 | 0.7% | |
| Occupancy | $70,213 | 0.7% | |
| Fees: accounting | $53,684 | 0.5% | |
| Travel, conferences and meetings | $7,860 | 0.1% | |
| Fees: legal | $5,191 | 0.0% | |
| Total | $10,492,877 | 100% |
2019 · Form 990PF · $9,938,930 spent · pay $881,183 · grants $7,652,601 · events $36,449
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,652,601 | 77.0% | |
| Fees: other professional | $813,488 | 8.2% | |
| Pay: officers, directors, trustees | $481,000 | 4.8% | |
| Taxes | $319,749 | 3.2% | |
| Other salaries and wages | $281,009 | 2.8% | |
| Pension plans and employee benefits | $119,174 | 1.2% | |
| Other expenses | $77,224 | 0.8% | |
| Occupancy | $68,820 | 0.7% | |
| Fees: accounting | $53,496 | 0.5% | |
| Travel, conferences and meetings | $36,449 | 0.4% | |
| Fees: legal | $35,920 | 0.4% | |
| Total | $9,938,930 | 100% |
2018 · Form 990PF · $10,163,477 spent · pay $825,309 · grants $8,183,620 · events $45,398
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,183,620 | 80.5% | |
| Fees: other professional | $1,029,584 | 10.1% | |
| Pay: officers, directors, trustees | $465,749 | 4.6% | |
| Other salaries and wages | $272,000 | 2.7% | |
| Pension plans and employee benefits | $87,560 | 0.9% | |
| Occupancy | $64,890 | 0.6% | |
| Fees: accounting | $47,108 | 0.5% | |
| Travel, conferences and meetings | $45,398 | 0.4% | |
| Taxes | $42,031 | 0.4% | |
| Fees: legal | $720 | 0.0% | |
| Other expenses | -$75,183 | -0.7% | |
| Total | $10,163,477 | 100% |
2017 · Form 990PF · $10,363,684 spent · pay $754,671 · grants $8,051,787 · events $63,952
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,051,787 | 77.7% | |
| Fees: other professional | $646,015 | 6.2% | |
| Taxes | $616,542 | 5.9% | |
| Pay: officers, directors, trustees | $408,858 | 3.9% | |
| Other salaries and wages | $261,560 | 2.5% | |
| Other expenses | $124,768 | 1.2% | |
| Pension plans and employee benefits | $84,253 | 0.8% | |
| Travel, conferences and meetings | $63,952 | 0.6% | |
| Fees: accounting | $55,764 | 0.5% | |
| Occupancy | $49,285 | 0.5% | |
| Fees: legal | $900 | 0.0% | |
| Total | $10,363,684 | 100% |
2016 · Form 990PF · $9,602,339 spent · pay $614,721 · grants $7,867,656 · events $70,792
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,867,656 | 81.9% | |
| Fees: other professional | $598,525 | 6.2% | |
| Pay: officers, directors, trustees | $346,862 | 3.6% | |
| Taxes | $236,177 | 2.5% | |
| Other salaries and wages | $211,960 | 2.2% | |
| Other expenses | $86,499 | 0.9% | |
| Travel, conferences and meetings | $70,792 | 0.7% | |
| Fees: accounting | $64,969 | 0.7% | |
| Occupancy | $63,000 | 0.7% | |
| Pension plans and employee benefits | $55,899 | 0.6% | |
| Total | $9,602,339 | 100% |
2015 · Form 990PF · $9,229,662 spent · pay $639,403 · grants $7,849,826 · events $32,369
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,849,826 | 85.0% | |
| Fees: other professional | $630,485 | 6.8% | |
| Pay: officers, directors, trustees | $325,326 | 3.5% | |
| Other salaries and wages | $255,750 | 2.8% | |
| Occupancy | $60,000 | 0.7% | |
| Pension plans and employee benefits | $58,327 | 0.6% | |
| Fees: accounting | $43,236 | 0.5% | |
| Taxes | $33,651 | 0.4% | |
| Travel, conferences and meetings | $32,369 | 0.4% | |
| Other expenses | -$59,308 | -0.6% | |
| Total | $9,229,662 | 100% |
2014 · Form 990PF · $10,631,050 spent · pay $528,579 · grants $8,776,843 · events $34,196
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $8,776,843 | 82.6% | |
| Fees: other professional | $1,022,551 | 9.6% | |
| Pay: officers, directors, trustees | $280,338 | 2.6% | |
| Other salaries and wages | $216,443 | 2.0% | |
| Taxes | $95,992 | 0.9% | |
| Other expenses | $66,999 | 0.6% | |
| Occupancy | $60,000 | 0.6% | |
| Fees: accounting | $45,890 | 0.4% | |
| Travel, conferences and meetings | $34,196 | 0.3% | |
| Pension plans and employee benefits | $31,798 | 0.3% | |
| Total | $10,631,050 | 100% |
2013 · Form 990PF · $11,817,999 spent · pay $567,589 · grants $9,153,715 · events $35,348
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $9,153,715 | 77.5% | |
| Taxes | $994,724 | 8.4% | |
| Fees: other professional | $771,963 | 6.5% | |
| Pay: officers, directors, trustees | $332,668 | 2.8% | |
| Other salaries and wages | $203,070 | 1.7% | |
| Other expenses | $192,890 | 1.6% | |
| Occupancy | $60,000 | 0.5% | |
| Fees: accounting | $41,770 | 0.4% | |
| Travel, conferences and meetings | $35,348 | 0.3% | |
| Pension plans and employee benefits | $31,851 | 0.3% | |
| Total | $11,817,999 | 100% |
2012 · Form 990PF · $8,363,795 spent · pay $486,106 · grants $6,807,208 · events $27,229
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,807,208 | 81.4% | |
| Fees: other professional | $479,657 | 5.7% | |
| Taxes | $404,535 | 4.8% | |
| Pay: officers, directors, trustees | $291,506 | 3.5% | |
| Other salaries and wages | $173,420 | 2.1% | |
| Occupancy | $60,000 | 0.7% | |
| Fees: accounting | $47,873 | 0.6% | |
| Other expenses | $35,306 | 0.4% | |
| Travel, conferences and meetings | $27,229 | 0.3% | |
| Pension plans and employee benefits | $21,180 | 0.3% | |
| Fees: legal | $15,881 | 0.2% | |
| Total | $8,363,795 | 100% |
2011 · Form 990 · $6,633,687 spent · pay $443,399 · grants $5,254,020 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,254,020 | $5,254,020 | - | - | 79.2% | |
| Fees: investment management | $588,267 | - | $588,267 | - | 8.9% | |
| Pay: officers, directors, trustees, key employees | $255,809 | $127,904 | $127,905 | - | 3.9% | |
| Fees: management | $155,748 | - | $155,748 | - | 2.3% | |
| Other salaries and wages | $150,758 | $12,945 | $137,813 | - | 2.3% | |
| Other (as described) | DONEE SUPPORT | $45,718 | - | $45,718 | - | 0.7% |
| Fees: accounting | $43,214 | - | $43,214 | - | 0.7% | |
| Occupancy | $40,000 | $20,000 | $20,000 | - | 0.6% | |
| Office expenses | $29,092 | - | $29,092 | - | 0.4% | |
| Travel | $26,469 | $13,235 | $13,234 | - | 0.4% | |
| Payroll taxes | $21,578 | $6,878 | $14,700 | - | 0.3% | |
| Pension plan contributions | $12,750 | $12,750 | - | - | 0.2% | |
| Other (as described) | MEMBERSHIPS | $3,864 | - | $3,864 | - | 0.1% |
| Other employee benefits | $2,504 | $2,504 | - | - | 0.0% | |
| Fees: other services | $1,699 | - | $1,699 | - | 0.0% | |
| Fees: legal | $977 | - | $977 | - | 0.0% | |
| Other (as described) | MISCELLANEOUS | $693 | - | $693 | - | 0.0% |
| Other (as described) | FOREIGN TAXES | $527 | - | $527 | - | 0.0% |
| Total | $6,633,687 | 100% |
2010 · Form 990 · $7,205,975 spent · pay $397,898 · grants $6,191,195 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,191,195 | $6,191,195 | - | - | 85.9% | |
| Fees: investment management | $492,422 | - | $492,422 | - | 6.8% | |
| Pay: officers, directors, trustees, key employees | $240,938 | $120,469 | $120,469 | - | 3.3% | |
| Other salaries and wages | $124,287 | $20,010 | $104,277 | - | 1.7% | |
| Fees: accounting | $26,734 | - | $26,734 | - | 0.4% | |
| Fees: management | $23,696 | - | $23,696 | - | 0.3% | |
| Office expenses | $20,133 | - | $20,133 | - | 0.3% | |
| Payroll taxes | $19,883 | $7,186 | $12,697 | - | 0.3% | |
| Travel | $19,864 | $9,932 | $9,932 | - | 0.3% | |
| Occupancy | $17,483 | $8,741 | $8,742 | - | 0.2% | |
| Pension plan contributions | $12,000 | $12,000 | - | - | 0.2% | |
| Other (as described) | DONEE SUPPORT | $7,933 | - | $7,933 | - | 0.1% |
| Fees: legal | $3,001 | - | $3,001 | - | 0.0% | |
| Other (as described) | MEMBERSHIPS | $2,375 | - | $2,375 | - | 0.0% |
| Fees: other services | $1,655 | - | $1,655 | - | 0.0% | |
| Other (as described) | MISCELLANEOUS | $1,379 | - | $1,379 | - | 0.0% |
| Other employee benefits | $790 | $790 | - | - | 0.0% | |
| Other (as described) | FOREIGN TAXES | $207 | - | $207 | - | 0.0% |
| Total | $7,205,975 | 100% |
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