ESSEX COUNTY COMMUNITY FDN INC DAF sponsor

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Cite this

Plain text ESSEX COUNTY COMMUNITY FDN INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/essex-county-community-fdn-inc-043407816. Retrieved 2026-11-15.

APA furp.org. (n.d.). ESSEX COUNTY COMMUNITY FDN INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 15, 2026, from https://furp.org/org/essex-county-community-fdn-inc-043407816

MLA “ESSEX COUNTY COMMUNITY FDN INC.” furp.org, tax years 2010–2024, https://furp.org/org/essex-county-community-fdn-inc-043407816. Accessed 15 Nov. 2026.

Retrieved 2026-11-15; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).

2024 · Form 990 · revenue $24.7M ($25.3M in 2025 dollars) · expenses $18.4M · assets $150.5M

EIN
04-3407816
Address
500 CUMMINGS CTR STE 5450, BEVERLY, MA 01915-6519
Website
WWW.ECCF.ORG
NTEE code
T31 Community Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
FURP topic
science: research education · violence: community · women: issues (from its 990 text; the topic index)
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 1998 (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 (public charity) Pub 78 ↗
Foundation status
Public charity supported by the public (170(b)(1)(a)(vi))
Donor-advised funds
Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
Cross-check
ProPublica Nonprofit Explorer

Mission

SEE SCHEDULE O

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

9 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Stratton Lloyd PRESIDENT & CEO (AS OF 7/2024)2019-2024 $214,563$1,072,470 3
M Elizabeth Francis PRESIDENT AND CEO (UNTIL 6/24)2020-2024 $124,819$940,411 1
Stacey Landry SVP ADVANCEMENT, PHILANTHROPIC SERVICES2020-2024 $149,938$699,256 1
Carol Schuster VP COMMUNITY ENGAGEMENT2020-2024 $135,847$640,446 1
J Britton Hutchins CFO2021-2024 $133,604$535,300 1
David Welbourn (former) FORMER PRESIDENT AND CEO2010-2014 $158,565$790,934 1
Beth Francis (former) PRESIDENT AN2017-2019 $182,235$492,179 3
David Edwards (former) PRESIDENT AND CEO2014-2016 $162,978$335,285 1
Dave Edwards (former) PRESIDENT AND CEO THRU 05/20182017 $174,239$174,239 1

Officers and directors, no compensation reported

67 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
John Colucci TRUSTEE2016-2024 1 $0 reported 6
Richard Sumberg CHAIRMAN OF THE BOARD2010-2024 2 $0 reported 1
Allan Huntley TREASURER2010-2024 1 $0 reported 1
Christine Ortiz TRUSTEE2017-2024 1 $0 reported 1
Ana Colmenero VICE CHAIR2020-2024 1 $0 reported 1
Amy Kingman TRUSTEE2021-2024 1 $0 reported 1
Patricia Faeho TRUSTEE (UNTIL 9/2024)2023-2024 1 $0 reported 1
Dean Marsh TRUSTEE2022-2024 1 $0 reported 1
Lane Glenn TRUSTEE2022-2024 1 $0 reported 1
Robert Gore CHAIR OF GOVERNANCE2017-2024 1 $0 reported 2
Luis Roman TRUSTEE2024 1 $0 reported 2
Jonathan Payson CHAIR OF INVESTMENT2012-2024 1 $0 reported 1
Robert Goldman CLERK2015-2024 1 $0 reported 1
Richard Yagjian TRUSTEE2015-2024 1 $0 reported 1
Benjamin Langille TRUSTEE2024 1 $0 reported 1
Pamela Scott TRUSTEE2018-2024 1 $0 reported 1
Charlton Reynders TRUSTEE2024 1 $0 reported 1
Doneeca Thurston-Chavez TRUSTEE2024 1 $0 reported 1
Rosario Ubiera-Minaya TRUSTEE2024 1 $0 reported 2
Bob Gore (former) CHAIR OF GOVERNANCE2023 1 $0 reported 1
Bob Goldman (former) CLERK2023 1 $0 reported 1
Moira James (former) CHAIR OF DEVELOPMENT2015-2023 1 $0 reported 1
Jim Rullo (former) CHAIR OF INVESTMENT2015-2023 1 $0 reported 1
Richy Agjian (former) TRUSTEE2023 1 $0 reported 1
Ben Langille (former) TRUSTEE2016-2023 1 $0 reported 1
Pam Scott (former) TRUSTEE2023 1 $0 reported 1
Jon Payson (former) TRUSTEE2010-2023 1 $0 reported 3
James A Rullo (former) CHAIR OF INV2018-2022 1 $0 reported 1
Patricia Fae Ho (former) TRUSTEE2022 1 $0 reported 1
Anita Worden (former) TRUSTEE2018-2022 1 $0 reported 1
Kiame Mahaniah (former) TRUSTEE2021-2022 1 $0 reported 1
Derek Reed (former) TRUSTEE2018-2021 1 $0 reported 1
Jean Verbridge (former) TRUSTEE2018-2021 1 $0 reported 2
Stephen Cohen (former) TRUSTEE2020 1 $0 reported 1
Robert R Fanning Jr (former) TREASURER2012-2020 1 $0 reported 1
Elizabeth Moulton (former) TRUSTEE2017-2020 1 $0 reported 1
Matthew P Doring (former) CLERK2010-2019 5 $0 reported 1
Steven P Cohen (former) TRUSTEE2012-2019 2 $0 reported 1
Theresa Ellis (former) TRUSTEE2013-2017 2 $0 reported 2
Kevin M Tierney Sr (former) VICE-CHAIR2012-2017 5 $0 reported 1
Dr Patricia Maguire Meservey (former) TRUSTEE THRU 06/20182010-2017 2 $0 reported 3
Susan J Gray (former) TRUSTEE THRU 03/20182012-2017 2 $0 reported 1
John Knowles (former) TRUSTEE2014-2017 2 $0 reported 1
Tracy Abedon Filosa (former) TRUSTEE THRU 06/20182014-2017 2 $0 reported 1
Maureen Pompeo (former) TRUSTEE2013-2015 2 $0 reported 1
Mollie Byrnes (former) TRUSTEE2014 2 $0 reported 1
Benjamin Chigier (former) TRUSTEE2014 2 $0 reported 1
Benigno Espaillat (former) TRUSTEE2014 2 $0 reported 1
Karen Ansara (former) TRUSTEE2013-2014 2 $0 reported 1
Michael Prior (former) TRUSTEE2010-2013 2 $0 reported 1
Molly Byrnes (former) TRUSTEE2013 2 $0 reported 1
Joe Grimaldi (former) TRUSTEE2013 2 $0 reported 1
Rosalin Acosta (former) FORMER TRUSTEE2010-2012 5 $0 reported 5
Joseph Grimaldi (former) CHAIRMAN2010-2012 5 $0 reported 2
David Dearborn (former) TRUSTEE2010-2012 5 $0 reported 1
John Brooke (former) FORMER TRUSTEE2010-2012 5 $0 reported 1
Anne Dodge (former) TRUSTEE2010-2012 5 $0 reported 1
William C Rogers (former) CLERK2010-2011 5 $0 reported 1
Juliet Nagle (former) TRUSTEE2010-2011 5 $0 reported 1
Pauline R Sheedy (former) TRUSTEE2010-2011 5 $0 reported 1
Patricia Karl (former) TRUSTEE2010-2011 5 $0 reported 1
Amelia Fawcett (former) FORMER TRUSTEE2011 5 $0 reported 1
Kim Williams (former) FORMER TRUSTEE2010-2011 5 $0 reported 1
Charles Vonbruns (former) TREASURER2010 5 $0 reported 1
Christopher Cowans (former) TRUSTEE2010 5 $0 reported 1
Richard Purinton (former) TRUSTEE2010 5 $0 reported 1
Paula Jerome (former) TRUSTEE2010 5 $0 reported 1

People by year

2024 · 24 people listed · 5 paid, $759K · 19 employees · 96 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STRATTON C LLOYD PRESIDENT & CEO (AS OF 7/2024)40 $193,256$0$21,307 $214,5633
STACEY LANDRY SVP ADVANCEMENT, PHILANTHROPIC SERVICES40 $129,595$0$20,343 $149,9381
CAROL SCHUSTER VP COMMUNITY ENGAGEMENT40 $116,953$0$18,894 $135,8471
J BRITTON HUTCHINS CFO32 $114,597$0$19,007 $133,6041
M ELIZABETH FRANCIS PRESIDENT AND CEO (UNTIL 6/24)40 $115,394$0$9,425 $124,8191
RICHARD SUMBERG CHAIRMAN OF THE BOARD2 $0$0$0 $01
ROBERT GORE CHAIR OF GOVERNANCE1 $0$0$0 $02
JONATHAN PAYSON CHAIR OF INVESTMENT1 $0$0$0 $01
ANA COLMENERO VICE CHAIR1 $0$0$0 $01
ALLAN HUNTLEY TREASURER1 $0$0$0 $01
ROBERT GOLDMAN CLERK1 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE1 $0$0$0 $01
BENJAMIN LANGILLE TRUSTEE1 $0$0$0 $01
JOHN COLUCCI TRUSTEE1 $0$0$0 $06
CHRISTINE ORTIZ TRUSTEE1 $0$0$0 $01
PAMELA SCOTT TRUSTEE1 $0$0$0 $01
AMY KINGMAN TRUSTEE1 $0$0$0 $01
DEAN MARSH TRUSTEE1 $0$0$0 $01
LANE GLENN TRUSTEE1 $0$0$0 $01
CHARLTON REYNDERS TRUSTEE1 $0$0$0 $01
LUIS ROMAN TRUSTEE1 $0$0$0 $02
DONEECA THURSTON-CHAVEZ TRUSTEE1 $0$0$0 $01
ROSARIO UBIERA-MINAYA TRUSTEE1 $0$0$0 $02
PATRICIA FAEHO TRUSTEE (UNTIL 9/2024)1 $0$0$0 $01
2023 · 22 people listed · 5 paid, $820K · 22 employees · 83 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
M ELIZABETH FRANCIS PRESIDENT AND CEO (UNTIL 6/24)40 $220,000$0$6,600 $226,6001
STRATTON C LLOYD COO AND EVP40 $161,986$0$20,239 $182,2253
STACEY LANDRY VP ADVANCEMENT AND PHILANTHROPIC SERVICES40 $126,646$0$19,334 $145,9801
CAROL SCHUSTER VP GRANTS AND NONPROFIT SERVICES40 $119,370$0$17,281 $136,6511
J BRITTON HUTCHINS CFO32 $110,102$0$18,766 $128,8681
RICHARD SUMBERG CHAIRMAN OF THE BOARD2 $0$0$0 $01
BOB GORE CHAIR OF GOVERNANCE1 $0$0$0 $01
ALLAN HUNTLEY TREASURER1 $0$0$0 $01
BOB GOLDMAN CLERK1 $0$0$0 $01
MOIRA JAMES CHAIR OF DEVELOPMENT1 $0$0$0 $01
JIM RULLO CHAIR OF INVESTMENT1 $0$0$0 $01
RICHY AGJIAN TRUSTEE1 $0$0$0 $01
BEN LANGILLE TRUSTEE1 $0$0$0 $01
JOHN COLUCCI TRUSTEE1 $0$0$0 $06
CHRISTINE ORTIZ TRUSTEE1 $0$0$0 $01
PAM SCOTT TRUSTEE1 $0$0$0 $01
ANA COLMENERO TRUSTEE1 $0$0$0 $01
AMY KINGMAN TRUSTEE1 $0$0$0 $01
JON PAYSON TRUSTEE1 $0$0$0 $03
PATRICIA FAEHO TRUSTEE1 $0$0$0 $01
DEAN MARSH TRUSTEE1 $0$0$0 $01
LANE GLENN TRUSTEE1 $0$0$0 $01
2022 · 24 people listed · 5 paid, $790K · 24 employees · 79 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
M ELIZABETH FRANCIS PRESIDENT AN40 $204,538$0$7,033 $211,5711
STRATTON LLOYD COO40 $155,846$0$20,064 $175,9103
STACEY LANDRY VP OF ADVANC40 $130,787$0$18,401 $149,1881
J BRITTON HUTCHINS CFO32 $109,555$0$18,620 $128,1751
CAROL SCHUSTER VP OF PROGRA40 $106,562$0$18,524 $125,0861
MOIRA MCNAMARA JAMES CHAIR OF DEV1 $0$0$0 $01
JAMES A RULLO CHAIR OF INV1 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE1 $0$0$0 $01
ROBERT GOLDMAN CLERK1 $0$0$0 $01
BEN LANGILLE TRUSTEE1 $0$0$0 $01
JOHN COLUCCI CHAIRMAN2 $0$0$0 $06
RICHARD SUMBERG CHAIR OF GOV1 $0$0$0 $01
ROBERT GORE TRUSTEE1 $0$0$0 $02
CHRISTINE ORTIZ TRUSTEE1 $0$0$0 $01
PATRICIA FAE HO TRUSTEE1 $0$0$0 $01
DEAN MARSH TRUSTEE1 $0$0$0 $01
PAMELA SCOTT TRUSTEE1 $0$0$0 $01
ALLAN HUNTLEY TREASURER1 $0$0$0 $01
ANITA WORDEN TRUSTEE1 $0$0$0 $01
ANA COLMENERO TRUSTEE1 $0$0$0 $01
KIAME MAHANIAH TRUSTEE1 $0$0$0 $01
JON PAYSON TRUSTEE1 $0$0$0 $03
AMY KINGMAN TRUSTEE1 $0$0$0 $01
LANE GLENN TRUSTEE1 $0$0$0 $01
2021 · 23 people listed · 5 paid, $754K · 19 employees · 80 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
M ELIZABETH FRANCIS PRESIDENT AN40 $182,346$0$6,147 $188,4931
STRATTON LLOYD COO40 $150,679$0$19,685 $170,3643
J BRITTON HUTCHINS CFO40 $124,519$0$20,134 $144,6531
STACEY LANDRY DIR. OF STRA40 $127,840$0$4,297 $132,1371
CAROL SCHUSTER VP FOR GRANT40 $100,201$0$18,254 $118,4551
MOIRA MCNAMARA JAMES CHAIR OF DEV1 $0$0$0 $01
JAMES A RULLO CHAIR OF INV1 $0$0$0 $01
RICHARD YAGJIAN VICE-PRESIDE1 $0$0$0 $01
ROBERT GOLDMAN CLERK1 $0$0$0 $01
BEN LANGILLE TRUSTEE1 $0$0$0 $01
JOHN COLUCCI CHAIRMAN2 $0$0$0 $06
RICHARD SUMBERG CHAIR OF GOV1 $0$0$0 $01
ROBERT GORE TRUSTEE1 $0$0$0 $02
CHRISTINE ORTIZ TRUSTEE1 $0$0$0 $01
DEREK REED TRUSTEE1 $0$0$0 $01
JEAN VERBRIDGE TRUSTEE1 $0$0$0 $02
PAMELA SCOTT TRUSTEE1 $0$0$0 $01
ALLAN HUNTLEY TREASURER1 $0$0$0 $01
ANITA WORDEN TRUSTEE1 $0$0$0 $01
ANA COLMENERO TRUSTEE1 $0$0$0 $01
KIAME MAHANIAH TRUSTEE1 $0$0$0 $01
JON PAYSON TRUSTEE1 $0$0$0 $03
AMY KINGMAN TRUSTEE1 $0$0$0 $01
2020 · 22 people listed · 4 paid, $604K · 14 employees · 76 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
M ELIZABETH FRANCIS PRESIDENT AN40 $183,077$0$5,851 $188,9281
STRATTON LLOYD COO40 $149,609$0$18,570 $168,1793
CAROL SCHUSTER VP FOR GRANT40 $107,388$0$17,019 $124,4071
STACEY LANDRY DIR. OF STRA40 $117,790$0$4,223 $122,0131
MOIRA MCNAMARA JAMES TRUSTEE1 $0$0$0 $01
JAMES A RULLO TRUSTEET1 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE1 $0$0$0 $01
ROBERT GOLDMAN CLERK1 $0$0$0 $01
BEN LANGILLE TRUSTEE1 $0$0$0 $01
JOHN COLUCCI CHAIRMAN2 $0$0$0 $06
RICHARD SUMBERG TRUSTEE1 $0$0$0 $01
ROBERT GORE TRUSTEE1 $0$0$0 $02
CHRISTINE ORTIZ TRUSTEE1 $0$0$0 $01
DEREK REED TRUSTEE1 $0$0$0 $01
JEAN VERBRIDGE TRUSTEE1 $0$0$0 $02
PAMELA SCOTT TRUSTEE1 $0$0$0 $01
ALLAN HUNTLEY ASSISTANT TR1 $0$0$0 $01
ANITA WORDEN TRUSTEE1 $0$0$0 $01
ANA COLMENERO TRUSTEE1 $0$0$0 $01
STEPHEN COHEN TRUSTEE1 $0$0$0 $01
ROBERT R FANNING JR TREASURER1 $0$0$0 $01
ELIZABETH MOULTON TRUSTEE1 $0$0$0 $01
2019 · 21 people listed · 2 paid, $343K · 13 employees · 115 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BETH FRANCIS PRESIDENT AN40 $177,308$0$4,927 $182,2353
STRATTON LLOYD COO40 $133,587$0$27,642 $161,2293
JOHN COLUCCI VICE-CHAIR2 $0$0$0 $06
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
ROBERT GOLDMAN TRUSTEE2 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE2 $0$0$0 $01
JAMES A RULLO TRUSTEE2 $0$0$0 $01
MOIRA MCNAMARA JAMES TRUSTEE2 $0$0$0 $01
BEN LANGILLE TRUSTEE2 $0$0$0 $01
ELIZABETH MOULTON TRUSTEE2 $0$0$0 $01
RICHARD SUMBERG TRUSTEE2 $0$0$0 $01
ROBERT GORE TRUSTEE2 $0$0$0 $02
CHRISTINE ORTIZ TRUSTEE2 $0$0$0 $01
DEREK REED TRUSTEE2 $0$0$0 $01
ALLAN HUNTLEY TRUSTEE2 $0$0$0 $01
PAMELA SCOTT TRUSTEE2 $0$0$0 $01
JEAN VERBRIDGE TRUSTEE2 $0$0$0 $02
ANITA WORDEN TRUSTEE2 $0$0$0 $01
2018 · 20 people listed · 1 paid, $162K · 11 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BETH FRANCIS PRESIDENT AND CEO40 $156,275$0$6,068 $162,3433
JOHN COLUCCI TRUSTEE2 $0$0$0 $06
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
ROBERT GOLDMAN TRUSTEE2 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE2 $0$0$0 $01
JAMES A RULLO TRUSTEE2 $0$0$0 $01
MOIRA MCNAMARA JAMES TRUSTEE2 $0$0$0 $01
BEN LANGILLE TRUSTEE2 $0$0$0 $01
ELIZABETH MOULTON TRUSTEE2 $0$0$0 $01
RICHARD SUMBERG TRUSTEE2 $0$0$0 $01
ROBERT GORE TRUSTEE2 $0$0$0 $02
CHRISTINE ORTIZ TRUSTEE2 $0$0$0 $01
DEREK REED TRUSTEE2 $0$0$0 $01
ALLAN HUNTLEY TRUSTEE2 $0$0$0 $01
PAMELA SCOTT TRUSTEE2 $0$0$0 $01
JEAN VERBRIDGE TRUSTEE2 $0$0$0 $02
ANITA WORDEN TRUSTEE2 $0$0$0 $01
2017 · 22 people listed · 2 paid, $322K · 13 employees · 100 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVE EDWARDS PRESIDENT AND CEO THRU 05/201840 $164,179$0$10,060 $174,2391
BETH FRANCIS PRESIDENT AND CEO40 $144,750$0$2,851 $147,6013
KEVIN M TIERNEY SR VICE-CHAIR5 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE THRU 06/20182 $0$0$0 $03
JOHN COLUCCI TRUSTEE2 $0$0$0 $06
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
SUSAN J GRAY TRUSTEE THRU 03/20182 $0$0$0 $01
THERESA ELLIS TRUSTEE2 $0$0$0 $02
JOHN KNOWLES TRUSTEE2 $0$0$0 $01
ROBERT GOLDMAN TRUSTEE2 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE2 $0$0$0 $01
JIM A RULLO TRUSTEE2 $0$0$0 $01
MOIRA MCNAMARA JAMES TRUSTEE2 $0$0$0 $01
BEN LANGILLE TRUSTEE2 $0$0$0 $01
TRACY ABEDON FILOSA TRUSTEE THRU 06/20182 $0$0$0 $01
ELIZABETH MOULTON TRUSTEE2 $0$0$0 $01
RICHARD SUMBERG TRUSTEE2 $0$0$0 $01
ROBERT GORE TRUSTEE2 $0$0$0 $02
CHRISTINE ORTIZ TRUSTEE2 $0$0$0 $01
2016 · 17 people listed · 1 paid, $163K · 9 employees · 129 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID EDWARDS PRESIDENT AND CEO40 $155,000$0$7,978 $162,9781
KEVIN M TIERNEY SR TRUSTEE2 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE2 $0$0$0 $03
JOHN COLUCCI TRUSTEE2 $0$0$0 $06
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
SUSAN J GRAY TRUSTEE2 $0$0$0 $01
THERESA ELLIS TRUSTEE2 $0$0$0 $02
JOHN KNOWLES TRUSTEE2 $0$0$0 $01
ROBERT GOLDMAN TRUSTEE2 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE2 $0$0$0 $01
TRACY ABEDON FILOSA TRUSTEE2 $0$0$0 $01
JIM A RULLO TRUSTEE2 $0$0$0 $01
MOIRA MCNAMARA JAMES TRUSTEE2 $0$0$0 $01
BEN LANGILLE TRUSTEE2 $0$0$0 $01
2015 · 17 people listed · 1 paid, $167K · 9 employees · 76 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID EDWARDS PRESIDENT AND CEO40 $158,000$0$9,381 $167,3811
KEVIN M TIERNEY SR TRUSTEE2 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE2 $0$0$0 $03
RICHARD L SUMBERG TRUSTEE2 $0$0$0 $01
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
SUSAN J GRAY TRUSTEE2 $0$0$0 $01
THERESA ELLIS TRUSTEE2 $0$0$0 $02
JOHN KNOWLES TRUSTEE2 $0$0$0 $01
MAUREEN POMPEO TRUSTEE2 $0$0$0 $01
ROBERT GOLDMAN TRUSTEE2 $0$0$0 $01
RICHARD YAGJIAN TRUSTEE2 $0$0$0 $01
TRACY ABEDON FILOSA TRUSTEE2 $0$0$0 $01
JIM A RULLO TRUSTEE2 $0$0$0 $01
MOIRA MCNAMARA JAMES TRUSTEE2 $0$0$0 $01
2014 · 19 people listed · 2 paid, $163K · 10 employees · 86 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID WELBOURN FORMER PRESIDENT AND CEO40 $153,639$0$4,926 $158,5651
DAVID EDWARDS PRESIDENT AND CEO40 $0$0$4,926 $4,9261
KEVIN M TIERNEY SR TRUSTEE2 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE2 $0$0$0 $03
RICHARD L SUMBERG TRUSTEE2 $0$0$0 $01
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
SUSAN J GRAY TRUSTEE2 $0$0$0 $01
MOLLIE BYRNES TRUSTEE2 $0$0$0 $01
THERESA ELLIS TRUSTEE2 $0$0$0 $02
JOHN KNOWLES TRUSTEE2 $0$0$0 $01
MAUREEN POMPEO TRUSTEE2 $0$0$0 $01
BENJAMIN CHIGIER TRUSTEE2 $0$0$0 $01
BENIGNO ESPAILLAT TRUSTEE2 $0$0$0 $01
TRACY ABEDON FILOSA TRUSTEE2 $0$0$0 $01
ALLAN HUNTLEY VICE-CHAIR2 $0$0$0 $01
KAREN ANSARA TRUSTEE2 $0$0$0 $01
2013 · 16 people listed · 1 paid, $182K · 9 employees · 86 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID WELBOURN PRESIDENT AND CEO40 $172,390$0$9,223 $181,6131
KEVIN M TIERNEY SR TRUSTEE2 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE2 $0$0$0 $03
RICHARD L SUMBERG TRUSTEE2 $0$0$0 $01
ALLAN HUNTLEY VICE-CHAIR5 $0$0$0 $01
MATTHEW P DORING CLERK5 $0$0$0 $01
JONATHAN PAYSON CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE2 $0$0$0 $01
ROBERT R FANNING JR TREASURER5 $0$0$0 $01
SUSAN J GRAY TRUSTEE2 $0$0$0 $01
MICHAEL PRIOR TRUSTEE2 $0$0$0 $01
KAREN ANSARA TRUSTEE2 $0$0$0 $01
MOLLY BYRNES TRUSTEE2 $0$0$0 $01
THERESA ELLIS TRUSTEE2 $0$0$0 $02
JOE GRIMALDI TRUSTEE2 $0$0$0 $01
MAUREEN POMPEO TRUSTEE2 $0$0$0 $01
2012 · 16 people listed · 1 paid, $150K · 8 employees · 85 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID WELBOURN PRESIDENT AND CEO40 $140,270$0$9,336 $149,6061
DAVID DEARBORN TRUSTEE5 $0$0$0 $01
JOSEPH GRIMALDI CHAIRMAN5 $0$0$0 $02
KEVIN M TIERNEY SR TRUSTEE5 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE5 $0$0$0 $03
RICHARD L SUMBERG TRUSTEE5 $0$0$0 $01
JOHN BROOKE FORMER TRUSTEE5 $0$0$0 $01
ALLAN HUNTLEY TREASURER5 $0$0$0 $01
ROSALIN ACOSTA FORMER TRUSTEE5 $0$0$0 $05
MATTHEW P DORING CLERK5 $0$0$0 $01
ANNE DODGE TRUSTEE5 $0$0$0 $01
JONATHAN PAYSON VICE-CHAIR5 $0$0$0 $01
STEVEN P COHEN TRUSTEE5 $0$0$0 $01
ROBERT R FANNING JR TRUSTEE5 $0$0$0 $01
SUSAN J GRAY TRUSTEE5 $0$0$0 $01
MICHAEL PRIOR TRUSTEE5 $0$0$0 $01
2011 · 18 people listed · 1 paid, $149K · 12 employees · 86 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID WELBOURN PRESIDENT AND CEO40 $141,077$0$8,376 $149,4531
WILLIAM C ROGERS CLERK5 $0$0$0 $01
DAVID DEARBORN TRUSTEE5 $0$0$0 $01
JOSEPH GRIMALDI CHAIRMAN5 $0$0$0 $02
JULIET NAGLE TRUSTEE5 $0$0$0 $01
MICHAEL PRIOR VICE-CHAIR5 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE5 $0$0$0 $03
PAULINE R SHEEDY TRUSTEE5 $0$0$0 $01
RICHARD L SUMBERG TRUSTEE5 $0$0$0 $01
PATRICIA KARL TRUSTEE5 $0$0$0 $01
JOHN BROOKE TRUSTEE5 $0$0$0 $01
ALLAN HUNTLEY TREASURER5 $0$0$0 $01
ROSALIN ACOSTA TRUSTEE5 $0$0$0 $05
MATTHEW P DORING ASSISTANT CLERK5 $0$0$0 $01
ANNE DODGE TRUSTEE5 $0$0$0 $01
JON PAYSON TRUSTEE5 $0$0$0 $03
AMELIA FAWCETT FORMER TRUSTEE5 $0$0$0 $01
KIM WILLIAMS FORMER TRUSTEE5 $0$0$0 $01
2010 · 21 people listed · 1 paid, $152K · 13 employees · 86 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DAVID WELBOURN PRESIDENT40 $143,513$0$8,184 $151,6971
WILLIAM C ROGERS CHAIR AND CLERK5 $0$0$0 $01
CHARLES VONBRUNS TREASURER5 $0$0$0 $01
CHRISTOPHER COWANS TRUSTEE5 $0$0$0 $01
DAVID DEARBORN TRUSTEE5 $0$0$0 $01
JOSEPH GRIMALDI VICE-CHAIR5 $0$0$0 $02
JULIET NAGLE TRUSTEE5 $0$0$0 $01
MICHAEL PRIOR TRUSTEE5 $0$0$0 $01
RICHARD PURINTON TRUSTEE5 $0$0$0 $01
DR PATRICIA MAGUIRE MESERVEY TRUSTEE5 $0$0$0 $03
PAULINE R SHEEDY TRUSTEE5 $0$0$0 $01
RICHARD L SUMBERG TRUSTEE5 $0$0$0 $01
PATRICIA KARL TRUSTEE5 $0$0$0 $01
PAULA JEROME TRUSTEE5 $0$0$0 $01
JOHN BROOKE TRUSTEE5 $0$0$0 $01
ALLAN HUNTLEY TRUSTEE5 $0$0$0 $01
ROSALIN ACOSTA TRUSTEE5 $0$0$0 $05
MATTHEW P DORING TRUSTEE5 $0$0$0 $01
ANNE DODGE TRUSTEE5 $0$0$0 $01
JON PAYSON TRUSTEE5 $0$0$0 $03
KIM WILLIAMS TRUSTEE5 $0$0$0 $01

Highest-paid independent contractors

2021 · 2 contractors · $791K
NameLocationServicePaid
ARCHIPELAGO STRATEGIES GROUPMARKETING$681,625
GREATER HORIZONACCOUNTING$109,404
2020 · 1 contractor · $188K
NameLocationServicePaid
JOHN KANIAPROGRAM MGMT$187,500

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 · 302 grants to organizations · $13.0M

Listed grants add up to $12,966,342; the return's “grants paid” expense line says $14,415,399. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 282 grants to organizations · $14.9M

Listed grants add up to $14,897,414; the return's “grants paid” expense line says $16,301,346. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 318 grants to organizations · $17.5M

Listed grants add up to $17,546,713; the return's “grants paid” expense line says $18,121,246. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 297 grants to organizations · $13.1M

Listed grants add up to $13,145,652; the return's “grants paid” expense line says $14,399,277. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 235 grants to organizations · $14.5M

Listed grants add up to $14,458,750; the return's “grants paid” expense line says $17,931,656. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 258 grants to organizations · $17.4M

Listed grants add up to $17,359,062; the return's “grants paid” expense line says $18,121,766. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 205 grants to organizations · $19.5M

Listed grants add up to $19,521,434; the return's “grants paid” expense line says $20,374,427. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 115 grants to organizations · $5.7M

Listed grants add up to $5,690,806; the return's “grants paid” expense line says $6,493,963. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 138 grants to organizations · $4.1M

Listed grants add up to $4,132,161; the return's “grants paid” expense line says $4,679,171. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 101 grants to organizations · $2.5M

Listed grants add up to $2,503,089; the return's “grants paid” expense line says $4,221,076. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 102 grants to organizations · $2.5M

Listed grants add up to $2,462,654; the return's “grants paid” expense line says $4,148,242. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 115 grants to organizations · $5.1M

Listed grants add up to $5,088,897; the return's “grants paid” expense line says $5,647,088. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 61 grants to organizations · $1.9M

Listed grants add up to $1,870,937; the return's “grants paid” expense line says $4,328,573. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 90 grants to organizations · $1.8M

Listed grants add up to $1,783,494; the return's “grants paid” expense line says $2,269,654. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 111 grants to organizations · $1.9M

Listed grants add up to $1,911,149; the return's “grants paid” expense line says $2,164,525. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

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 2025-06-30 · view filing · original 990 ↗
$24,689,727$18,354,822 $150,520,110$122,050,796 $19,338,087$0 $413,7111996
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$17,567,331$20,111,539 $134,350,244$108,161,123 $11,962,146$0 $426,4172283
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$22,676,023$22,735,694 $126,649,132$103,865,690 $18,558,566$669,829 $420,6752479
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$28,414,247$18,466,093 $116,029,343$97,842,545 $23,527,609$344,573 $392,6391980
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$32,729,698$21,022,630 $127,248,695$107,604,448 $26,469,643$176,446 $360,9621476
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$26,450,422$21,303,865 $96,930,282$81,163,302 $23,816,873$2,478 $182,23513115
2018 · Form 990 period ending 2019-06-30 · view filing · original 990 ↗
$41,426,947$24,594,925 $91,073,475$74,517,220 $39,426,400$206,574 $176,06811100
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$10,145,544$9,083,203 $68,768,419$54,094,163 $8,656,571$4,080 $303,51513100
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$13,161,334$6,831,947 $64,426,902$51,551,451 $9,377,438$52,449 $170,9779129
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$24,589,036$6,259,936 $55,410,785$43,020,084 $23,427,332$15,583 $169,381976
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$19,068,704$6,212,490 $38,490,415$25,432,471 $16,938,073$120,031 $221,9011086
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$10,288,285$7,647,371 $26,451,272$24,544,968 $8,928,850$156,921 $194,223986
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$8,159,731$5,662,960 $21,342,520$19,841,595 $6,016,811$142,815 $201,337885
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$5,070,023$3,260,512 $18,764,384$17,409,959 $3,615,975$137,105 $171,6891286
2010 · Form 990 period ending 2011-06-30 · view filing · original 990 ↗
$4,881,842$3,172,277 $18,343,286$16,992,855 $2,668,392$73,784 $176,2561386

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

60 grantors reported grants to this organization, $65,755,262 in all, tax years 2009 to 2025; the 25 largest shown (all 60). 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
GREATER HORIZONS $44,832,7475 $13,645,9032019 2015-2019 DAF sponsor Exact
show
BOSTON FOUNDATION INC $5,917,87223 $51,2502024 2009-2010, 2014-2024 DAF sponsor Exact
show
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $5,527,5209 $1,432,4942024 2016-2024 DAF sponsor Exact
show
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC $2,449,1008 $325,0002024 2016-2022, 2024 DAF sponsor Exact
show
LAHEY CLINIC HOSPITAL INC $837,3183 $279,1062021 2019-2021 Public charity Exact
show
DONOR ADVISED CHARITABLE GIVING $515,60011 $80,0002024 2014-2024 DAF sponsor Exact
show
IMPACTASSETS INC $502,5002 $200,0002014 2013-2014 DAF sponsor Exact
show
NEW HAMPSHIRE CHARITABLE FOUNDATION $476,8163 $125,0002020 2010, 2018, 2020 DAF sponsor Exact
show
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC $435,4362 $398,4362022 2020, 2022 DAF sponsor Exact
show
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC $400,0001 $400,0002020 2020 DAF sponsor Exact
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NECTAR COMMUNITY INVESTMENTS INC $400,0001 $400,0002018 2018 Public charity Exact
show
VAN OTTERLOO FAMILY FOUNDATION $331,20013 $45,0002024 2011, 2016-2017, 2019-2024 Public charity Exact
show
RAYMOND JAMES CHARITABLE ENDOWMENT FUND $318,5006 $263,5002024 2019-2024 DAF sponsor Exact
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MASS GENERAL BRIGHAM INCORPORATED AND AFFILIATES GROUP RTN $310,6083 $103,5362014 2012-2014 Public charity Exact
show
GLOBAL IMPACT $259,5794 $23,2452020 2017-2020 DAF sponsor Exact
show
FRONTSTREAM GLOBAL FUND $240,6144 $24,1062024 2021-2024 DAF sponsor Exact
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VANGUARD CHARITABLE ENDOWMENT PROGRAM $186,0004 $18,0002024 2020, 2022-2024 DAF sponsor Exact
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THE US CHARITABLE GIFT TRUST $157,7111 $157,7112014 2014 DAF sponsor Exact
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DOROTHY MAES TUW $131,9231 $131,9232023 2023 Private foundation Fuzzy filed as “ESSEX COUNTY COMMUNITY FDN”
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EMPOWER SCHOOLS INC $122,0002 $12,0002015 2012, 2015 Public charity Exact
show
MASSACHUSETTS COMMUNITIES ACTION NETWORK INC $118,0004 $40,0002024 2021-2024 Public charity Exact
show
AMERICAN ONLINE GIVING FOUNDATION INC $102,2665 $36,5862025 2020-2021, 2023-2025 DAF sponsor Exact
show
MEDTRONIC COMMUNITIES FOUNDATION $100,0001 $100,0002020 2020 Private foundation Fuzzy filed as “ESSEX COUNTY COMMUNITY FDN”
show
NEW PROFIT INC $100,0001 $100,0002015 2015 Public charity Exact
show
NATIONAL ASSOCIATION OF CHARTER SCHOOL AUTHORIZERS $100,0001 $100,0002014 2014 Public charity Exact
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. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
GREATER WORCESTER COMMUNITY FOUNDATION INCMAT31 $39,358,593$13,752,606 PRESIDENT & CEO$398,312 Same NTEE code T31, revenue within 2x, same state
THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INCMAT31 $25,442,434$21,373,096 PRESIDENT & CEO, EFF. 9/2024$212,546 Same NTEE code T31, revenue within 2x, same state
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INCMAT31 $14,947,483$6,291,044 PRESIDENT$219,030 Same NTEE code T31, revenue within 2x, same state
COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTSMAT31 $37,101,884$29,767,872 PRESIDENT & CEO$250,624 Same NTEE code T31, revenue within 2x, same state
HAMILTON COUNTY COMMUNITY FOUNDATION INCINT31 $23,329,198$11,247,411 PRESIDENT, HCCF (END 10/24)$328,701 Same NTEE code T31, revenue within 2x, similar name
DOOR COUNTY COMMUNITY FOUNDATION INCWIT31 $14,762,286$10,283,501 PRESIDENT & CEO$174,228 Same NTEE code T31, revenue within 2x, similar name
PORTER COUNTY COMMUNITY FOUNDATION INCINT31 $12,718,293$8,302,035 PRESIDENT/CEO$186,601 Same NTEE code T31, revenue within 2x, similar name
CHESTER COUNTY COMMUNITY FOUNDATION INCPAT31 $21,125,233$8,863,509 PRESIDENT/CEO$251,085 Same NTEE code T31, revenue within 2x, similar name
BERKS COUNTY COMMUNITY FOUNDATION INCPAT31 $20,663,393$9,112,365 PRESIDENT$327,487 Same NTEE code T31, revenue within 2x, similar name
JOHNSON COUNTY COMMUNITY FOUNDATION INCINT31 $15,684,244$4,967,865 PRESIDENT & CEO$110,015 Same NTEE code T31, revenue within 2x, similar name
MADISON COUNTY COMMUNITY FOUNDATION INCINT31 $12,578,114$3,214,712 PRESIDENT$116,188 Same NTEE code T31, revenue within 2x, similar name
COMMUNITY FOUNDATION OF WABASH COUNTY INCINT31 $16,413,318$5,935,208 PRESIDENT/CE$141,209 Same NTEE code T31, revenue within 2x, similar name
FAIRFIELD COUNTYS COMMUNITY FOUNDATION INCCTT31 $21,278,159$32,959,648 PRESIDENT AND CEO$376,733 Same NTEE code T31, revenue within 2x
COMMUNITY FOUNDATION OF HENDERSON COUNTY INCNCT31 $20,540,631$10,910,189 PRESIDENT/CE$245,237 Same NTEE code T31, revenue within 2x
IDAHO COMMUNITY FOUNDATION INCIDT31 $38,904,382$17,384,786 PRESIDENT & CEO$237,123 Same NTEE code T31, revenue within 2x
BERRIEN COMMUNITY FOUNDATION INCMIT31 $18,583,398$11,763,279 PRESIDENT$173,575 Same NTEE code T31, revenue within 2x
NEVADA COMMUNITY FOUNDATION INCNVT31 $36,650,798$20,540,529 PRESIDENT AN$368,795 Same NTEE code T31, revenue within 2x
HAMILTON COMMUNITY FOUNDATION INCOHT31 $31,562,395$11,820,167 PRESIDENT/CE$208,740 Same NTEE code T31, revenue within 2x
MONTANA COMMUNITY FOUNDATION INCMTT31 $30,109,737$18,100,777 CEO/PRESIDENT$249,006 Same NTEE code T31, revenue within 2x
STARK COMMUNITY FOUNDATION INCOHT31 $38,502,904$22,042,441 PRESIDENT$317,284 Same NTEE code T31, revenue within 2x
RACINE COMMUNITY FOUNDATION INCWIT31 $15,508,942$4,160,598 PRESIDENT & CEO$186,154 Same NTEE code T31, revenue within 2x
SONOMA COUNTY COMMUNITY FOUNDATIONCAT31 $29,603,313$26,857,136 PRESIDENT & CEO$297,465 Same NTEE code T31, revenue within 2x
COMMUNITY FOUNDATION OF THE LOWCOUNTRY INCSCT31 $19,029,339$16,501,885 President and CEO$294,712 Same NTEE code T31, revenue within 2x
WAYNE COUNTY COMMUNITY FOUNDATIONOHT31 $18,873,146$9,814,335 EXECUTIVE DIRECTOR$145,643 Same NTEE code T31, revenue within 2x
YORK COUNTY COMMUNITY FOUNDATIONPAT31 $19,493,761$12,625,981 VP FOR COMMUNITY INVESTMENT$241,815 Same NTEE code T31, 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 funds this one $144,956,216617 97DAF sponsor2016–2024 COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC; WALKER AREA COMMUNITY FOUNDATION; ASPEN COMMUNITY FOUNDATION; FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC and 93 more
GREATER HORIZONS funds this one $139,751,87527 7DAF sponsor2010–2024 INDIAN RIVER COMMUNITY FOUNDATION; THE COMMUNITY FOUNDATION; NEVADA COMMUNITY FOUNDATION INC; TOPEKA COMMUNITY FOUNDATION and 3 more
THE RALPH C WILSON JR FOUNDATION $107,614,25099 1Private foundation2020–2024 COMMUNITY FOUNDATION FOR GREATER BUFFALO INC
DONOR ADVISED CHARITABLE GIVING funds this one $74,550,406559 92DAF sponsor2014–2024 COMMUNITY FOUNDATION OF WABASH COUNTY INC; WHITEFISH COMMUNITY FOUNDATION INC; THE COMMUNITY FOUNDATIO OF LOUISVILLE DEPOSITORY INC; ST LOUIS COMMUNITY FOUNDATION and 88 more
SILICON VALLEY COMMUNITY FOUNDATION $64,417,22371 19DAF sponsor2010–2024 COMMUNITY FOUNDATION SANTA CRUZ COUNTY; WHITEFISH COMMUNITY FOUNDATION INC; SONOMA COUNTY COMMUNITY FOUNDATION; INTERNATIONAL COMMUNITY FOUNDATION and 15 more
HERBERT SIMON FAMILY FOUNDATION $52,812,2067 1Private foundation2020–2024 CENTRAL INDIANA COMMUNITY FOUNDATION INC
LILLY ENDOWMENT INC $40,604,64054 7Private foundation2011–2025 WABASH VALLEY COMMUNITY FOUNDATION INC; PORTER COUNTY COMMUNITY FOUNDATION INC; JOHNSON COUNTY COMMUNITY FOUNDATION INC; MADISON COUNTY COMMUNITY FOUNDATION INC and 3 more
ALAN J ARNOLD MD CHARITABLE FOUNDATION $34,303,0132 1Private foundation2022–2023 NEVADA COMMUNITY FOUNDATION INC
NATIONAL PHILANTHROPIC TR $33,837,906222 60DAF sponsor2014–2024 COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; COMMUNITY FOUNDATION OF SOUTH GEORGIA INC; PRINCETON AREA COMMUNITY FOUNDATION INC; INTERNATIONAL COMMUNITY FOUNDATION and 56 more
RASMUSON FOUNDATION $32,065,963285 1Private foundation2012–2024 ALASKA COMMUNITY FOUNDATION
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one $27,336,682199 66DAF sponsor2020–2024 CENTRAL INDIANA COMMUNITY FOUNDATION INC; YORK COUNTY COMMUNITY FOUNDATION; FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC; GREATER GREEN BAY COMMUNITY FOUNDATION INC and 62 more
JAMES IRVINE FOUNDATION $25,996,03542 4Private foundation2010–2024 INLAND EMPIRE COMMUNITY FOUNDATION; VENTURA COUNTY COMMUNITY FOUNDATION; SONOMA COUNTY COMMUNITY FOUNDATION; INTERNATIONAL COMMUNITY FOUNDATION
INTERLAKEN FOUNDATION INC $23,550,0007 1Private foundation2017–2024 COMMUNITY FOUNDATION SANTA CRUZ COUNTY
NATIONAL CHRISTIAN CHARITABLE FOUNDATION funds this one $23,191,455173 49DAF sponsor2012–2024 COMMUNITY FOUNDATION OF THE CHATTAHOOCHEE VALLEY INC; ATHENS AREA COMMUNITY FOUNDATION INC; EAST TEXAS COMMUNTIES FOUNDATION INC; CENTRAL INDIANA COMMUNITY FOUNDATION INC and 45 more
W K KELLOGG FOUNDATION $22,437,982102 14Private foundation2009–2024 SANTA FE COMMUNITY FOUNDATION; COMMUNITY FOUNDATION FOR GREATER BUFFALO INC; GRAND HAVEN AREA COMMUNITY FOUNDATION INC; COMMUNITY FOUNDATION OF GREATER GREENSBORO INC and 10 more

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 · $18,354,822 spent · pay $2,091,549 · grants $14,415,399 · events $564,324
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $13,751,640$13,751,640-- 74.9%
Other salaries and wages $1,376,669$319,509$597,898$459,262 7.5%
Grants to US individuals $628,759$628,759-- 3.4%
Fees: other services $599,505$550,807$48,698- 3.3%
Other (as described)OTHER EXPENSES $443,342$93,102$221,671$128,569 2.4%
Pay: officers, directors, trustees, key employees $413,711$52,001$309,709$52,001 2.3%
Travel $285,255$59,904$142,628$82,723 1.6%
Other employee benefits $134,110$31,737$57,307$45,066 0.7%
Payroll taxes $133,313$27,996$66,656$38,661 0.7%
Office expenses $112,958$23,203$57,714$32,041 0.6%
Occupancy $97,669$23,333$55,555$18,781 0.5%
Other (as described)REPAIRS AND MAINTENANCE $95,825$20,123$47,913$27,789 0.5%
Advertising and promotion $73,966--$73,966 0.4%
Fees: accounting $43,809-$43,809- 0.2%
Fees: investment management $39,506-$39,506- 0.2%
Grants outside the US $35,000$35,000-- 0.2%
Pension plan contributions $33,746$7,982$14,205$11,559 0.2%
Other (as described)TRAINING $24,141-$24,141- 0.1%
Insurance $16,777$3,523$8,389$4,865 0.1%
Depreciation and depletion $14,792$3,106$7,396$4,290 0.1%
Fees: legal $329-$329- 0.0%
Fundraising events Eventdirect expenses; gross income $692,293$564,324reported apart
Total$18,354,822100%

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2023 · Form 990 · $20,111,539 spent · pay $2,111,467 · grants $16,301,346 · events $759,958
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $15,577,356$15,577,356-- 77.5%
Other salaries and wages $1,399,132$342,152$607,339$449,641 7.0%
Fees: other services $743,597$740,783$1,823$991 3.7%
Grants to US individuals $688,990$688,990-- 3.4%
Pay: officers, directors, trustees, key employees $426,417$199,817$226,600- 2.1%
Office expenses $194,639$56,445$89,534$48,660 1.0%
Conferences, conventions and meetings $187,268$187,268-- 0.9%
Occupancy $141,263$42,045$66,692$32,526 0.7%
Payroll taxes $138,807$40,254$63,851$34,702 0.7%
Information technology $117,607$34,106$54,099$29,402 0.6%
Other employee benefits $108,283$20,694$56,748$30,841 0.5%
Advertising and promotion $107,688--$107,688 0.5%
Other (as described)STUDENT INCENTIVES $69,972$69,972-- 0.3%
Travel $43,855$12,718$20,173$10,964 0.2%
Fees: accounting $41,640-$41,640- 0.2%
Pension plan contributions $38,828$9,408$16,737$12,683 0.2%
Grants outside the US $35,000$35,000-- 0.2%
Other (as described)PROJECT SUPPORT $12,257$12,257-- 0.1%
Insurance $11,730$3,402$5,395$2,933 0.1%
Fees: investment management $10,682-$10,682- 0.1%
Other (as described)TRAINING $7,886-$7,886- 0.0%
Depreciation and depletion $6,912$2,004$3,180$1,728 0.0%
Fees: legal $1,730-$1,730- 0.0%
Fundraising events Eventdirect expenses; gross income $584,687$572,690reported apart
Total$20,111,539100%

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2022 · Form 990 · $22,735,694 spent · pay $2,028,127 · grants $18,121,246 · events $503,254
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $18,078,746$18,078,746-- 79.5%
Other salaries and wages $1,327,816$371,789$637,352$318,675 5.8%
Other (as described)PROJECT SUPPORT $1,009,635$1,009,635-- 4.4%
Fees: other services $553,769$446,432$106,453$884 2.4%
Other (as described) EventPROGRAM EVENT EXPENSES $446,710--$446,710 2.0%
Pay: officers, directors, trustees, key employees $420,675$117,789$201,924$100,962 1.9%
Office expenses $192,097$53,787$92,207$46,103 0.8%
Payroll taxes $132,111$36,991$63,413$31,707 0.6%
Occupancy $108,959$30,509$52,300$26,150 0.5%
Other employee benefits $105,647$29,581$50,711$25,355 0.5%
Information technology $96,835$27,114$46,481$23,240 0.4%
Conferences, conventions and meetings $56,544$56,544-- 0.2%
Grants outside the US $42,500$42,500-- 0.2%
Pension plan contributions $41,878$11,726$20,101$10,051 0.2%
Fees: accounting $25,015-$25,015- 0.1%
Travel $23,554$6,595$11,306$5,653 0.1%
Other (as described)PROFESSIONAL DEVELOPMENT $21,741-$21,741- 0.1%
Fees: investment management $21,326-$21,326- 0.1%
Fees: legal $18,249-$18,249- 0.1%
Insurance $7,665$2,146$3,679$1,840 0.0%
Depreciation and depletion $4,222$1,182$2,027$1,013 0.0%
Total$22,735,694100%

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2021 · Form 990 · $18,466,093 spent · pay $1,658,844 · grants $14,399,277 · events $67,122
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $14,364,277$14,364,277-- 77.8%
Fees: other services $1,120,986$1,009,540$111,013$433 6.1%
Other salaries and wages $1,044,956$355,286$543,376$146,294 5.7%
Other (as described)PROJECT SUPPORT $708,941$708,941-- 3.8%
Pay: officers, directors, trustees, key employees $392,639$133,497$204,173$54,969 2.1%
Office expenses $201,838$68,624$104,957$28,257 1.1%
Payroll taxes $104,913$35,670$54,555$14,688 0.6%
Occupancy $103,784$35,287$53,967$14,530 0.6%
Other employee benefits $86,178$29,300$44,813$12,065 0.5%
Other (as described)OTHER FUNDRAISING EXPENSE $71,271--$71,271 0.4%
Information technology $67,310$22,886$35,001$9,423 0.4%
Conferences, conventions and meetings $67,122$67,122-- 0.4%
Grants outside the US $35,000$35,000-- 0.2%
Pension plan contributions $30,158$10,254$15,682$4,222 0.2%
Fees: accounting $18,528-$18,528- 0.1%
Travel $10,073$3,425$5,238$1,410 0.1%
Fees: investment management $9,902$9,902-- 0.1%
Fees: legal $9,319-$9,319- 0.1%
Other (as described)PROFESSIONAL DEVELOPMENT $8,131-$8,131- 0.0%
Insurance $7,119$2,420$3,702$997 0.0%
Depreciation and depletion $3,648$1,240$1,897$511 0.0%
Total$18,466,093100%

View the filing

2020 · Form 990 · $21,022,630 spent · pay $1,267,987 · grants $17,931,656 · events $59,123
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $17,896,656$17,896,656-- 85.1%
Other salaries and wages $753,230$256,099$391,679$105,452 3.6%
Fees: other services $740,470$655,574$84,528$368 3.5%
Other (as described)PROJECT SUPPORT $542,832$542,832-- 2.6%
Pay: officers, directors, trustees, key employees $360,962$122,727$187,700$50,535 1.7%
Office expenses $158,230$53,797$82,280$22,153 0.8%
Occupancy $86,411$29,380$44,933$12,098 0.4%
Payroll taxes $86,317$29,348$44,885$12,084 0.4%
Information technology $84,834$28,843$44,114$11,877 0.4%
Other (as described)OTHER FUNDRAISING EXPENSE $74,694--$74,694 0.4%
Conferences, conventions and meetings $59,123$59,123-- 0.3%
Other employee benefits $51,509$17,513$26,785$7,211 0.2%
Grants outside the US $35,000$35,000-- 0.2%
Fees: legal $26,404-$26,404- 0.1%
Fees: accounting $17,776-$17,776- 0.1%
Pension plan contributions $15,969$5,429$8,304$2,236 0.1%
Other (as described)PROFESSIONAL DEVELOPMENT $11,369-$11,369- 0.1%
Fees: investment management $7,135$7,135-- 0.0%
Insurance $6,422$2,184$3,339$899 0.0%
Travel $4,973$1,691$2,586$696 0.0%
Depreciation and depletion $2,314$785$1,204$325 0.0%
Total$21,022,630100%

View the filing

2019 · Form 990 · $21,303,865 spent · pay $1,063,327 · grants $18,121,766 · events $137,803
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $18,086,766$18,086,766-- 84.9%
Other (as described)PROJECT SUPPORT $808,099$808,099-- 3.8%
Other salaries and wages $746,646$253,860$388,256$104,530 3.5%
Fees: other services $362,951$282,100$80,501$350 1.7%
Other (as described)OTHER FUNDRAISING EXPENSE $243,202--$243,202 1.1%
Pay: officers, directors, trustees, key employees $182,235$61,960$94,762$25,513 0.9%
Other (as described)PROFESSIONAL DEVELOPMENT $178,741-$178,741- 0.8%
Conferences, conventions and meetings $137,803$137,803-- 0.6%
Occupancy $132,575$45,075$68,939$18,561 0.6%
Office expenses $106,403$36,178$55,329$14,896 0.5%
Information technology $71,266$24,231$37,058$9,977 0.3%
Payroll taxes $67,960$23,107$35,339$9,514 0.3%
Other employee benefits $66,486$22,605$34,573$9,308 0.3%
Grants outside the US $35,000$35,000-- 0.2%
Travel $29,362$9,983$15,268$4,111 0.1%
Fees: investment management $23,389$23,389-- 0.1%
Fees: accounting $17,015-$17,015- 0.1%
Insurance $5,318$1,808$2,765$745 0.0%
Depreciation and depletion $2,044$695$1,063$286 0.0%
Fees: legal $604-$604- 0.0%
Total$21,303,865100%

View the filing

2018 · Form 990 · $24,594,925 spent · pay $885,058 · grants $20,374,427 · events $272,096
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $20,339,427$20,339,427-- 82.7%
Other (as described)PROJECT SUPPORT $1,939,329$1,939,329-- 7.9%
Fees: other services $595,497$527,056$68,132$309 2.4%
Other salaries and wages $590,118$200,640$306,861$82,617 2.4%
Office expenses $194,099$65,994$100,931$27,174 0.8%
Pay: officers, directors, trustees, key employees $176,068$59,863$91,555$24,650 0.7%
Conferences, conventions and meetings $158,958$158,958-- 0.6%
Occupancy $148,410$50,459$77,174$20,777 0.6%
Other (as described)OTHER FUNDRAISING EXPEN $76,531--$76,531 0.3%
Travel $76,013$25,845$39,526$10,642 0.3%
Information technology $64,215$21,833$33,392$8,990 0.3%
Other employee benefits $63,013$21,425$32,767$8,821 0.3%
Payroll taxes $55,859$18,992$29,047$7,820 0.2%
Grants outside the US $35,000$35,000-- 0.1%
Fees: accounting $23,569-$23,569- 0.1%
Fees: legal $23,550-$23,550- 0.1%
Fees: investment management $10,785$10,785-- 0.0%
Other (as described)PROFESSIONAL DEVELOPMEN $10,229-$10,229- 0.0%
Insurance $10,196$3,467$5,302$1,427 0.0%
Depreciation and depletion $2,151$731$1,119$301 0.0%
Other (as described)REAL ESTATE/PROPETY TAX $1,908-$1,908- 0.0%
Fundraising events Eventdirect expenses; gross income $13,123$113,138reported apart
Total$24,594,925100%

View the filing

2017 · Form 990 · $9,083,203 spent · pay $784,846 · grants $6,493,963 · events $117,166
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $6,204,803$6,204,803-- 68.3%
Other (as described)PROJECT SUPPORT $754,162$754,162-- 8.3%
Other salaries and wages $387,661$207,975$93,565$86,121 4.3%
Fees: other services $330,411$260,125$69,800$486 3.6%
Pay: officers, directors, trustees, key employees $303,515$71,411$70,067$162,037 3.3%
Grants to US individuals $254,160$254,160-- 2.8%
Other (as described)PROFESSIONAL DEVELOPMEN $132,282-$132,282- 1.5%
Office expenses $101,049$32,236$32,240$36,573 1.1%
Conferences, conventions and meetings $80,472$77,568$2,178$726 0.9%
Information technology $76,332$30,533$30,533$15,266 0.8%
Other (as described)OTHER $74,158$13,944$6,428$53,786 0.8%
Occupancy $72,636$29,054$29,055$14,527 0.8%
Other (as described)PRINTING & PUBLICATIONS $55,996$11,199$11,199$33,598 0.6%
Payroll taxes $53,192$21,709$12,486$18,997 0.6%
Other employee benefits $40,478$19,225$8,112$13,141 0.4%
Grants outside the US $35,000$35,000-- 0.4%
Travel $29,356$23,484$2,936$2,936 0.3%
All other expenses $29,200$10,222$10,221$8,757 0.3%
Advertising and promotion $28,149--$28,149 0.3%
Fees: accounting $16,533-$16,533- 0.2%
Fees: investment management $8,166$8,166-- 0.1%
Depreciation and depletion $7,732$3,093$3,093$1,546 0.1%
Insurance $6,040$2,416$2,416$1,208 0.1%
Fees: legal $1,720-$1,720- 0.0%
Fundraising events Eventdirect expenses; gross income $11,010$36,694reported apart
Total$9,083,203100%

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2016 · Form 990 · $6,831,947 spent · pay $640,967 · grants $4,679,171 · events $244,655
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,471,118$4,471,118-- 65.4%
Other (as described)PROJECT SUPPORT $571,814$569,564-$2,250 8.4%
Other salaries and wages $400,155$194,275$47,939$157,941 5.9%
Fees: other services $363,193$284,228$77,888$1,077 5.3%
Pay: officers, directors, trustees, key employees $170,977$29,066$73,520$68,391 2.5%
Grants to US individuals $169,053$169,053-- 2.5%
Other (as described)PROFESSIONAL DEVELOPMEN $139,215-$139,215- 2.0%
Office expenses $98,763$33,085$33,092$32,586 1.4%
Fees: investment management $89,005$89,005-- 1.3%
Occupancy $56,064$22,425$22,426$11,213 0.8%
Conferences, conventions and meetings $54,466$50,866$2,700$900 0.8%
Payroll taxes $49,046$19,333$10,279$19,434 0.7%
Other (as described)PRINTING & PUBLICATIONS $40,731$8,146$8,146$24,439 0.6%
Grants outside the US $39,000$39,000-- 0.6%
Information technology $28,618$11,447$11,447$5,724 0.4%
Other employee benefits $20,789$9,983$2,599$8,207 0.3%
Advertising and promotion $18,415--$18,415 0.3%
Fees: accounting $13,265-$13,265- 0.2%
All other expenses $12,537$3,050$3,050$6,437 0.2%
Other (as described)BANK FEES $12,186$6,093$6,093- 0.2%
Travel $7,788$6,230$779$779 0.1%
Depreciation and depletion $4,336$1,735$1,734$867 0.1%
Insurance $1,413$565$565$283 0.0%
Fundraising events Eventdirect expenses; gross income $382,344$190,189reported apart
Total$6,831,947100%

View the filing

2015 · Form 990 · $6,259,936 spent · pay $521,482 · grants $4,221,076 · events $176,804
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,028,404$4,028,404-- 64.4%
Other (as described)PROJECT SUPPORT $446,807$446,807-- 7.1%
Fees: other services $388,800$365,460$22,741$599 6.2%
Other salaries and wages $282,404$152,357$36,656$93,391 4.5%
Fees: investment management $175,701$175,701-- 2.8%
Pay: officers, directors, trustees, key employees $169,381$28,795$72,834$67,752 2.7%
Grants to US individuals $155,430$155,430-- 2.5%
Office expenses $105,950$33,889$41,914$30,147 1.7%
Occupancy $96,819$38,728$38,728$19,363 1.5%
Conferences, conventions and meetings $90,251$90,251-- 1.4%
Other (as described)PROFESSIONAL DEVELOPMEN $45,893-$45,893- 0.7%
Information technology $41,153$16,461$16,461$8,231 0.7%
Payroll taxes $40,064$16,261$9,550$14,253 0.6%
Other (as described)PRINTING & PUBLICATIONS $38,700$7,740$7,740$23,220 0.6%
Grants outside the US $37,242$37,242-- 0.6%
Travel $30,474$24,380$3,047$3,047 0.5%
Other employee benefits $29,633$14,239$5,266$10,128 0.5%
Other (as described)BANK FEES $14,786$7,393$7,393- 0.2%
Fees: accounting $11,750-$11,750- 0.2%
All other expenses $11,167$2,843$2,843$5,481 0.2%
Advertising and promotion $7,053--$7,053 0.1%
Insurance $5,380$2,152$2,152$1,076 0.1%
Fees: legal $5,095-$5,095- 0.1%
Depreciation and depletion $1,599$639$640$320 0.0%
Fundraising events Eventdirect expenses; gross income $336,618$86,553reported apart
Total$6,259,936100%

View the filing

2014 · Form 990 · $6,212,490 spent · pay $869,168 · grants $4,148,242 · events $208,291
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $3,947,140$3,947,140-- 63.5%
Other salaries and wages $555,267$278,688$88,621$187,958 8.9%
Other (as described)PROJECT SUPPORT $338,917$338,917-- 5.5%
Fees: other services $302,377$301,413$383$581 4.9%
Pay: officers, directors, trustees, key employees $221,901$37,723$95,418$88,760 3.6%
Grants to US individuals $157,605$157,605-- 2.5%
Fees: investment management $147,155$147,155-- 2.4%
Occupancy $85,423$34,169$34,169$17,085 1.4%
Conferences, conventions and meetings $78,800$78,800-- 1.3%
Payroll taxes $56,603$23,217$13,264$20,122 0.9%
Office expenses $52,971$13,522$13,525$25,924 0.9%
Grants outside the US $43,497$43,497-- 0.7%
Other (as described)PRINTING & PUBLICATIONS $41,305$8,261$8,261$24,783 0.7%
Other (as described)PROFESSIONAL DEVELOPMEN $41,274-$41,274- 0.7%
Other employee benefits $35,397$16,885$6,367$12,145 0.6%
Advertising and promotion $28,976--$28,976 0.5%
Travel $19,316$15,452$1,932$1,932 0.3%
Information technology $17,280$6,912$6,912$3,456 0.3%
All other expenses $13,935$3,364$3,363$7,208 0.2%
Fees: accounting $12,015-$12,015- 0.2%
Other (as described)BANK FEES $11,618$5,809$5,809- 0.2%
Insurance $2,690$1,076$1,076$538 0.0%
Depreciation and depletion $1,028$411$411$206 0.0%
Fundraising events Eventdirect expenses; gross income $318,110$129,491reported apart
Total$6,212,490100%

View the filing

2013 · Form 990 · $7,647,371 spent · pay $738,502 · grants $5,647,088 · events $178,208
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $5,565,640$5,565,640-- 72.8%
Other salaries and wages $468,872$217,791$73,050$178,031 6.1%
Other (as described)PROJECT SUPPORT $422,348$422,348-- 5.5%
Fees: other services $281,114$279,761$510$843 3.7%
Pay: officers, directors, trustees, key employees $194,223$33,018$83,516$77,689 2.5%
Fees: investment management $133,493$133,493-- 1.7%
Grants outside the US $81,448$81,448-- 1.1%
Occupancy $80,789$32,315$32,316$16,158 1.1%
Office expenses $62,193$17,667$17,671$26,855 0.8%
Conferences, conventions and meetings $62,155$62,155-- 0.8%
Payroll taxes $55,835$21,283$13,031$21,521 0.7%
Other (as described)PRINTING & PUBLICATIONS $47,379$9,476$9,476$28,427 0.6%
Other (as described)MISCELLANEOUS $45,702-$45,702- 0.6%
Advertising and promotion $34,104--$34,104 0.4%
Other employee benefits $19,572$9,407$2,755$7,410 0.3%
Information technology $18,953$7,581$7,581$3,791 0.2%
Other (as described)BANK FEES $18,108$9,054$9,054- 0.2%
Travel $16,823$13,459$1,682$1,682 0.2%
All other expenses $15,118$3,358$5,765$5,995 0.2%
Fees: accounting $12,600-$12,600- 0.2%
Fees: legal $6,009-$6,009- 0.1%
Insurance $2,630$1,052$1,052$526 0.0%
Depreciation and depletion $2,263$905$905$453 0.0%
Fundraising events Eventdirect expenses; gross income $353,815$116,053reported apart
Total$7,647,371100%

View the filing

2012 · Form 990 · $5,662,960 spent · pay $693,029 · grants $4,328,573 · events $139,215
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $4,283,977$4,283,977-- 75.6%
Other salaries and wages $425,210$191,345$77,388$156,477 7.5%
Pay: officers, directors, trustees, key employees $201,337$34,227$86,576$80,534 3.6%
Fees: other services $140,751$139,625$458$668 2.5%
Other (as described)PROJECT SUPPORT $114,685$114,685-- 2.0%
Fees: investment management $99,272$99,272-- 1.8%
Occupancy $75,274$30,109$30,110$15,055 1.3%
Payroll taxes $54,956$19,943$14,242$20,771 1.0%
Conferences, conventions and meetings $47,786$47,786-- 0.8%
Grants outside the US $44,596$44,596-- 0.8%
Other (as described)PRINTING & PUBLICATIONS $35,896$7,179$7,179$21,538 0.6%
Office expenses $33,893$9,253$9,256$15,384 0.6%
Travel $30,508$24,406$3,051$3,051 0.5%
Information technology $23,075$9,230$9,230$4,615 0.4%
Other (as described)BANK FEES $12,376$6,188$6,188- 0.2%
Other employee benefits $11,526$5,984$1,391$4,151 0.2%
All other expenses $11,134$1,684$8,608$842 0.2%
Other (as described)DUES & SUBSCRIPTIONS $7,675$1,535$1,535$4,605 0.1%
Depreciation and depletion $4,645$1,858$1,858$929 0.1%
Insurance $2,630$1,052$1,052$526 0.0%
Advertising and promotion $1,232--$1,232 0.0%
Fees: accounting $526-$526- 0.0%
Fundraising events Eventdirect expenses; gross income -$91,429reported apart
Total$5,662,960100%

View the filing

2011 · Form 990 · $3,260,512 spent · pay $638,307 · grants $2,269,654 · events $70,943
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,269,654$2,269,654-- 69.6%
Other salaries and wages $402,096$179,013$72,538$150,545 12.3%
Pay: officers, directors, trustees, key employees $171,689$29,187$73,827$68,675 5.3%
Fees: investment management $85,225$85,225-- 2.6%
Occupancy $74,693$29,877$29,878$14,938 2.3%
Payroll taxes $53,380$19,522$13,478$20,380 1.6%
Fees: other services $33,364$13,345$13,346$6,673 1.0%
Office expenses $32,811$9,782$9,784$13,245 1.0%
Conferences, conventions and meetings $26,074$26,074-- 0.8%
Other (as described)PRINTING & PUBLICATIONS $20,054$4,011$4,011$12,032 0.6%
Information technology $16,183$6,473$6,473$3,237 0.5%
Other (as described)PROJECT SUPPORT $14,422$14,422-- 0.4%
Fees: accounting $11,519-$11,519- 0.4%
Other employee benefits $11,142$5,714$1,326$4,102 0.3%
Other (as described)DUES & SUBSCRIPTIONS $7,467$1,494$1,493$4,480 0.2%
Travel $7,412$5,930$741$741 0.2%
Other (as described)BANK FEES $6,848$3,424$3,424- 0.2%
All other expenses $6,424$2,227$2,745$1,452 0.2%
Depreciation and depletion $5,115$2,046$2,046$1,023 0.2%
Insurance $2,998$1,199$1,199$600 0.1%
Advertising and promotion $1,942--$1,942 0.1%
Fundraising events Eventdirect expenses; gross income -$44,869reported apart
Total$3,260,512100%

View the filing

2010 · Form 990 · $3,172,277 spent · pay $669,133 · grants $2,164,525 · events $119,915
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $2,164,525$2,164,525-- 68.2%
Other salaries and wages $420,643$166,247$100,705$153,691 13.3%
Pay: officers, directors, trustees, key employees $176,256$17,626$79,315$79,315 5.6%
Occupancy $71,719$28,687$28,688$14,344 2.3%
Fees: investment management $66,475$66,475-- 2.1%
Payroll taxes $59,076$17,011$19,444$22,621 1.9%
Conferences, conventions and meetings $50,606$49,817$592$197 1.6%
Fees: other services $26,043$10,417$10,417$5,209 0.8%
Other (as described)PROJECT SUPPORT $24,755$24,755-- 0.8%
Office expenses $24,308$6,841$6,845$10,622 0.8%
Information technology $17,886$7,154$7,155$3,577 0.6%
Other employee benefits $13,158$5,327$3,342$4,489 0.4%
Fees: accounting $11,000-$11,000- 0.3%
Other (as described)PRINTING & PUBLICATIONS $9,589$1,918$1,918$5,753 0.3%
Other (as described)BANK FEES $6,827$3,413-$3,414 0.2%
All other expenses $6,335$1,060$3,079$2,196 0.2%
Advertising and promotion $5,881--$5,881 0.2%
Depreciation and depletion $5,214$2,086$2,086$1,042 0.2%
Travel $3,958$3,166$396$396 0.1%
Other (as described)EQUIPMENT RENTAL AND MA $3,317$1,327$1,327$663 0.1%
Other (as described)PROFESSIONAL DEVELOPMEN $2,498-$2,498- 0.1%
Insurance $2,208$883$883$442 0.1%
Fundraising events Eventdirect expenses; gross income -$69,309reported apart
Total$3,172,277100%

View the filing

Donor-advised funds

Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.

As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Maintains DAFsDAFs heldContributionsGrantsValue at year endOther funds heldOther contributionsOther grantsOther value at year end
2024 · Form 990 view filing
Yes 159$13,326,672$6,849,685$54,208,419 64$2,127,520$4,531,628$15,966,856
2023 · Form 990 view filing
Yes 136$4,774,735$8,247,644$44,410,945 49$5,312,857$4,503,268$14,449,344
2022 · Form 990 view filing
Yes 125$4,311,024$5,376,922$43,193,343 43$8,862,715$7,738,500$13,354,805
2021 · Form 990 view filing
Yes 275$27,769,694$18,985,166$116,077,022 ----
2020 · Form 990 view filing
Yes 100$12,199,717$5,985,749$43,876,388 ----
2019 · Form 990 view filing
Yes 91$10,225,919$5,993,006$29,059,558 ----
2018 · Form 990 view filing
Yes 115$10,210,910$3,969,884$23,522,858 ----
2017 · Form 990 view filing
Yes 110$2,911,035$3,721,153$16,288,027 ----
2016 · Form 990 view filing
Yes 75$4,813,318$1,933,014$16,433,645 ----
2015 · Form 990 view filing
Yes 69$2,107,508$2,217,009$13,092,524 ----
2014 · Form 990 view filing
Yes 81$1,988,333$2,547,354$13,741,008 ----
2013 · Form 990 view filing
Yes 76$3,427,719$2,526,106$14,204,459 ----
2012 · Form 990 view filing
Yes 52$2,215,157$1,705,474$11,519,508 ----
2011 · Form 990 view filing
Yes 109$2,443,694$2,088,502$15,922,682 ----
2010 · Form 990 view filing
Yes 110$2,489,492$1,461,072$15,532,542 ----

Others with the same interests

NTEE code Community Foundations, MA first:

More with this interest.

Interests: Community Foundations · science:research_education · violence:community · women:issues · Philanthropy

The area Census

Essex CountyBeverly cityCensus Tract 2176.02

County outline, the place (blue), the tract (orange) and the ZIP center (dot).

In Census Tract 2176.02, Essex County, Massachusetts, place (city or town) Beverly, MA, county Essex County, MA, state Massachusetts; placed by its ZIP code (county and tract) and city name (place). The tract is the tract holding most of the record's ZIP code (FURP does not geocode street addresses).

  • STRATTON C LLOYD was paid $214,563, 2.0 times the median household income in Beverly, MA ($106,044), where 9.4% of residents live in poverty.
  • Revenue of $24,689,727 is $579 per resident of Beverly, MA (population 42,665).
  • That revenue equals 1.37% of all household income in Beverly, MA (16,980 households at the median $106,044, about $1,800,627,120).
  • 19 employees is 0.4 per 1,000 residents of Beverly, MA.
MeasureCensus tract
Census Tract 2176.02, Essex County, Massachusetts
Place (city or town)
Beverly, MA
County
Essex County, MA
State
Massachusetts
Population B010035,33042,665813,0547,044,056
Population, 2020 census P14,75642,670809,8297,029,917
Median age B0100221.939.041.240.0
Under 18 B010016.8%18.5%20.8%19.4%
65 and over B0100115.3%19.4%18.5%17.9%
Households B110011,17316,980313,1472,785,042
Foreign born B050024.7%9.3%19.1%18.0%
Median household income B19013$240,417$106,044$101,883$103,960
Median family income B19113$250,001$144,950$128,792$131,675
Per capita income B19301$57,713$56,531$54,665$57,897
Poverty rate B170017.8%9.4%9.4%10.0%
Unemployment rate B230254.5%4.4%5.1%5.2%
Civilian labor force B230252,99223,905448,3033,911,446
Mean commute (minutes) B0801324.430.028.529.1
Bachelor's degree or higher B1500380.0%53.4%43.0%47.3%
Housing units B250011,21417,630329,7763,030,406
Owner-occupied B2500389.6%60.1%63.5%62.5%
Renters B2500310.4%39.9%36.5%37.5%
Median home value B25077$813,900$650,300$619,100$562,100
Median gross rent B25064$1,933$1,771$1,756$1,762
White, not Hispanic B0300291.7%84.3%64.5%66.6%
Black B030020.8%2.8%3.5%6.4%
Hispanic or Latino B030022.2%6.1%24.1%13.3%
Asian B030021.1%1.7%3.5%7.3%
American Indian and Alaska Native B030020.4%0.1%0.0%0.1%

Economy now FRED unemployment 4.3% in Sep 2026 (4.6% a year earlier); per capita personal income $98,700 in 2025, up 27% in five years (+2.3% after inflation); Unemployment rate: 3.8% in Sep 2016 to 4.3% in Sep 2026; low 3.0%, high 17.8% the state; Source: FRED, Federal Reserve Bank of St. Louis.

Data: IPUMS NHGIS (ACS 2020-2024 and the 2020 census); each figure links to its table for that area at data.census.gov. Records are placed by ZIP code and city name, not street address. More: everything FURP has in Census Tract 2176.02, Essex County, Massachusetts.

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