EAGLEMERE FOUNDATION INC
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text EAGLEMERE FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/eaglemere-foundation-inc-043424302. Retrieved 2026-11-09.
APA furp.org. (n.d.). EAGLEMERE FOUNDATION INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved November 9, 2026, from https://furp.org/org/eaglemere-foundation-inc-043424302
MLA “EAGLEMERE FOUNDATION INC.” furp.org, tax years 2012–2024, https://furp.org/org/eaglemere-foundation-inc-043424302. Accessed 9 Nov. 2026.
Retrieved 2026-11-09; covers tax years 2012–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990PF · revenue $1.4M · expenses $1.1M · assets $13.5M
- EIN
- 04-3424302
- Address
- 60 EDMUNDS RD, WELLESLEY, MA 02481-2934
- NTEE code
- T20 Private Grantmaking Foundations (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File, as T20Z)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 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 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
2 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 |
|---|---|---|---|---|---|
| Daniel Sarles | TREASURER/EXEC DIRECTOR | 2012-2024 | $30,000 | $320,500 | 1 |
| Kathryn Garvey | DIRECTOR | 2012-2024 | $0 | $18,000 | 1 |
Officers and directors, no compensation reported
5 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 |
|---|---|---|---|---|---|
| Marilyn D Sarles Md | PRESIDENT | 2012-2024 | 0 | $0 reported | 1 |
| H Jay Sarles | CLERK | 2012-2024 | 0 | $0 reported | 1 |
| Elizabeth Dias | DIRECTOR | 2013-2024 | 0 | $0 reported | 1 |
| Daniel Dias | DIRECTOR | 2015-2024 | 0 | $0 reported | 1 |
| Patrick Garvey | DIRECTOR | 2015-2024 | 0 | $0 reported | 1 |
People by year
2024 · 7 people listed · 1 paid, $30K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $30,000 | - | $0 | $30,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2023 · 7 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $35,500 | - | $0 | $35,500 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2022 · 7 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $36,000 | - | $0 | $36,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2021 · 7 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $12,000 | - | $0 | $12,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2020 · 7 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $12,000 | - | $0 | $12,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2019 · 7 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $12,000 | - | $0 | $12,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2018 · 7 people listed · 1 paid, $18K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $18,000 | - | $0 | $18,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2017 · 7 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER/EXEC DIRECTOR | 25 | $36,000 | - | $0 | $36,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2016 · 7 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER | 25 | $36,000 | - | $0 | $36,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | ASSISTANT CLERK | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2015 · 7 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL SARLES | TREASURER | 25 | $36,000 | - | $0 | $36,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN GARVEY | ASSISTANT CLERK | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | CLERK | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL DIAS | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
| PATRICK GARVEY | DIRECTOR | 0 | $0 | - | $0 | $0 | 1 |
2014 · 5 people listed · 1 paid, $36K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL G SARLES | EXECUTIVE DIRECTOR | 25 | $36,000 | - | $0 | $36,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| KATHRYN D GARVEY | ASSISTANT SECRETARY | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | TREASURER & SECRETARY | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | ASSISTANT SECRETARY | 0 | $0 | - | $0 | $0 | 1 |
2013 · 5 people listed · 2 paid, $27K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL G SARLES | EXECUTIVE DIRECTOR | 3 | $21,000 | - | $0 | $21,000 | 1 |
| KATHRYN D GARVEY | ASSISTANT SECRETARY | 3 | $6,000 | - | $0 | $6,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | TREASURER & SECRETARY | 0 | $0 | - | $0 | $0 | 1 |
| ELIZABETH DIAS | ASSISTANT SECRETARY | 0 | $0 | - | $0 | $0 | 1 |
2012 · 4 people listed · 1 paid, $12K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KATHRYN D GARVEY | CLERK | 3 | $12,000 | - | $0 | $12,000 | 1 |
| MARILYN D SARLES MD | PRESIDENT | 0 | $0 | - | $0 | $0 | 1 |
| DANIEL G SARLES | TREASURER | 0 | $0 | - | $0 | $0 | 1 |
| H JAY SARLES | ASSISTANT | 0 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 1 contractor · $90K
| Name | Location | Service | Paid |
|---|---|---|---|
| BANK OF AMERICA | NEW YORK, NY | INVESTMENT ADVISORY FEES | $89,812 |
2023 · 1 contractor · $73K
| Name | Location | Service | Paid |
|---|---|---|---|
| US TRUST | NEW YORK, NY | INVESTMENT ADVISORY FEES | $73,294 |
2022 · 1 contractor · $69K
| Name | Location | Service | Paid |
|---|---|---|---|
| US TRUST | NEW YORK, NY | INVESTMENT ADVISORY FEES | $69,197 |
2021 · 1 contractor · $73K
| Name | Location | Service | Paid |
|---|---|---|---|
| US TRUST | NEW YORK, NY | INVESTMENT ADVISORY FEES | $72,933 |
2020 · 1 contractor · $0
| Name | Location | Service | Paid |
|---|---|---|---|
| US TRUST | NEW YORK, NY | INVESTMENT ADVISORY FEES | $0 |
2019 · 1 contractor · $0
| Name | Location | Service | Paid |
|---|---|---|---|
| US TRUST | NEW YORK, NY | INVESTMENT ADVISORY FEES | $0 |
2018 · 1 contractor · $56K
| Name | Location | Service | Paid |
|---|---|---|---|
| US TRUST | NEW YORK, NY | INVESTMENT ADVISORY FEES | $56,073 |
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 · 34 grants to organizations · $1.0M
2023 · 28 grants to organizations · $984K
2022 · 27 grants to organizations · $966K
2021 · 28 grants to organizations · $906K
2020 · 29 grants to organizations · $889K
2019 · 29 grants to organizations · $880K
2018 · 33 grants to organizations · $889K
2017 · 34 grants to organizations · $893K
2016 · 33 grants to organizations · $810K
2015 · 40 grants to organizations · $558K
2014 · 38 grants to organizations · $535K
2013 · 36 grants to organizations · $504K
2012 · 33 grants to organizations · $456K
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.
2024 · 1 contributor · $497K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY AND MARILYN SARLES | Person | WELLESLEY, MA | $497,489 | $493,989 | Form 990PF Sch. B, 2024 · filing |
2023 · 1 contributor · $517K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY AND MARILYN SARLES | Person | WELLESLEY, MA | $516,695 | $516,695 | Form 990PF Sch. B, 2023 · filing |
2022 · 1 contributor · $601K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H JAY SARLES | Person | WELLESLEY, MA | $600,953 | $596,755 | Form 990PF Sch. B, 2022 · filing |
2021 · 1 contributor · $363K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H JAY SARLES | Organization or other | WELLESLEY, MA | $363,475 | $363,475 | Form 990PF Sch. B, 2021 · filing |
2020 · 1 contributor · $202K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H JAY SARLES | Organization or other | WELLESLEY, MA | $202,122 | $202,122 | Form 990PF Sch. B, 2020 · filing |
2019 · 1 contributor · $327K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | H JAY SARLES | Organization or other | WELLESLEY, MA | $327,107 | $327,107 | Form 990PF Sch. B, 2019 · filing |
2018 · 1 contributor · $1.9M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY SARLES | Organization or other | WELLESLEY, MA | $1,868,587 | $1,868,587 | Form 990PF Sch. B, 2018 · filing |
2017 · 3 contributors · $962K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | JAY SARLES | Organization or other | WELLESLEY, MA | $888,510 | $888,510 | Form 990PF Sch. B, 2017 · filing |
| 1 | JAY AND MARILYN SARLES | Organization or other | WELLESLEY, MA | $50,000 | - | Form 990PF Sch. B, 2017 · filing |
| 3 | DANIEL G SARLES | Organization or other | BOSTON, MA | $23,264 | $23,264 | Form 990PF Sch. B, 2017 · filing |
2016 · 2 contributors · $1.3M
2015 · 2 contributors · $400K
2014 · 1 contributor · $120K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY MARILYN SARLES | Person | WELLESLEY, MA | $120,000 | - | Form 990PF Sch. B, 2014 · filing |
2013 · 1 contributor · $120K
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | JAY MARILYN SARLES | Person | $120,000 | - | Form 990PF Sch. B, 2013 · filing |
2012 · 50 contributors · $1.2M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 17 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $159,297 | - | Form 990PF Sch. B, 2012 · filing |
| 12 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $134,390 | - | Form 990PF Sch. B, 2012 · filing |
| 1 | JAY MARILYN SARLES | Person | WELLESLEY, MA | $120,000 | - | Form 990PF Sch. B, 2012 · filing |
| 13 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $57,750 | - | Form 990PF Sch. B, 2012 · filing |
| 28 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $53,429 | - | Form 990PF Sch. B, 2012 · filing |
| 16 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $45,674 | - | Form 990PF Sch. B, 2012 · filing |
| 15 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $42,596 | - | Form 990PF Sch. B, 2012 · filing |
| 27 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $39,100 | - | Form 990PF Sch. B, 2012 · filing |
| 2 | SARLES 2001 CHARITABLE REMAINDER 6 | Person | WELLESLEY, MA | $26,805 | - | Form 990PF Sch. B, 2012 · filing |
| 21 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $25,800 | - | Form 990PF Sch. B, 2012 · filing |
| 34 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $24,158 | - | Form 990PF Sch. B, 2012 · filing |
| 18 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $20,837 | - | Form 990PF Sch. B, 2012 · filing |
| 36 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $19,648 | - | Form 990PF Sch. B, 2012 · filing |
| 26 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $18,630 | - | Form 990PF Sch. B, 2012 · filing |
| 49 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $17,571 | - | Form 990PF Sch. B, 2012 · filing |
| 9 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $17,533 | - | Form 990PF Sch. B, 2012 · filing |
| 6 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $16,338 | - | Form 990PF Sch. B, 2012 · filing |
| 10 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $15,836 | - | Form 990PF Sch. B, 2012 · filing |
| 39 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $15,153 | - | Form 990PF Sch. B, 2012 · filing |
| 32 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $14,562 | - | Form 990PF Sch. B, 2012 · filing |
| 33 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $14,545 | - | Form 990PF Sch. B, 2012 · filing |
| 7 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $14,180 | - | Form 990PF Sch. B, 2012 · filing |
| 5 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $14,171 | - | Form 990PF Sch. B, 2012 · filing |
| 42 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $14,048 | - | Form 990PF Sch. B, 2012 · filing |
| 11 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $14,028 | - | Form 990PF Sch. B, 2012 · filing |
| 23 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $13,600 | - | Form 990PF Sch. B, 2012 · filing |
| 45 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $13,390 | - | Form 990PF Sch. B, 2012 · filing |
| 37 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $13,366 | - | Form 990PF Sch. B, 2012 · filing |
| 29 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $13,176 | - | Form 990PF Sch. B, 2012 · filing |
| 8 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $13,092 | - | Form 990PF Sch. B, 2012 · filing |
| 30 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $13,045 | - | Form 990PF Sch. B, 2012 · filing |
| 4 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $12,953 | - | Form 990PF Sch. B, 2012 · filing |
| 24 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $12,852 | - | Form 990PF Sch. B, 2012 · filing |
| 43 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $12,743 | - | Form 990PF Sch. B, 2012 · filing |
| 14 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $12,635 | - | Form 990PF Sch. B, 2012 · filing |
| 50 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $12,592 | - | Form 990PF Sch. B, 2012 · filing |
| 46 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $12,524 | - | Form 990PF Sch. B, 2012 · filing |
| 41 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $11,595 | - | Form 990PF Sch. B, 2012 · filing |
| 25 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $11,116 | - | Form 990PF Sch. B, 2012 · filing |
| 31 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $10,706 | - | Form 990PF Sch. B, 2012 · filing |
| 40 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $10,514 | - | Form 990PF Sch. B, 2012 · filing |
| 48 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $10,505 | - | Form 990PF Sch. B, 2012 · filing |
| 44 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $10,224 | - | Form 990PF Sch. B, 2012 · filing |
| 22 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $9,875 | - | Form 990PF Sch. B, 2012 · filing |
| 35 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $8,855 | - | Form 990PF Sch. B, 2012 · filing |
| 20 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $8,517 | - | Form 990PF Sch. B, 2012 · filing |
| 19 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $8,099 | - | Form 990PF Sch. B, 2012 · filing |
| 3 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $7,942 | - | Form 990PF Sch. B, 2012 · filing |
| 38 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $7,280 | - | Form 990PF Sch. B, 2012 · filing |
| 47 | SARLES 2001 CHARITABLE REMAINDER 6 ANNUITY TRUST | Organization or other | WELLESLEY, MA | $7,108 | - | Form 990PF Sch. B, 2012 · 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 | ||||||||
| $1,401,941 | $1,136,699 | $13,479,173 | $13,479,173 | $497,489 | - | $30,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $889,102 | $1,103,936 | $12,825,854 | $12,825,854 | $516,695 | - | $35,500 | - | - |
| 2022 · Form 990PF | ||||||||
| $862,812 | $1,092,308 | $12,945,034 | $12,945,034 | $600,953 | - | $36,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $1,512,880 | $1,049,270 | $13,093,922 | $13,093,922 | $363,475 | - | $12,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $3,448,946 | $973,361 | $12,037,678 | $12,037,678 | $202,122 | - | $12,000 | - | - |
| 2019 · Form 990PF | ||||||||
| $821,101 | $959,581 | $9,562,093 | $9,562,093 | $327,107 | - | $12,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $2,560,455 | $974,886 | $9,878,079 | $9,878,079 | $1,868,587 | - | $18,000 | - | - |
| 2017 · Form 990PF | ||||||||
| $1,452,053 | $1,003,264 | $9,567,053 | $9,567,053 | $961,774 | - | $36,000 | - | - |
| 2016 · Form 990PF | ||||||||
| $1,767,327 | $899,226 | $9,325,985 | $9,325,985 | $1,329,137 | - | $36,000 | - | - |
| 2015 · Form 990PF | ||||||||
| $788,778 | $650,897 | $8,707,037 | $8,707,037 | $400,000 | - | $36,000 | - | - |
| 2014 · Form 990PF | ||||||||
| $642,345 | $625,671 | $8,780,896 | $8,780,896 | $120,000 | - | $36,000 | - | - |
| 2013 · Form 990PF | ||||||||
| $788,319 | $572,214 | $8,764,222 | $8,764,222 | $120,000 | - | $27,000 | - | - |
| 2012 · Form 990PF | ||||||||
| $1,400,720 | $509,528 | $8,548,117 | $8,548,117 | - | - | $12,000 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WILD GEESE FOUNDATION INC | MA | T20 | $1,401,988 | $1,028,556 | PRESIDENT/TREASURER | $62,712 | Same NTEE code T20, revenue within 2x, same state, similar name |
| RANDS FOUNDATION | MA | T20 | $1,464,960 | $1,248,238 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| SAFTY5 FOUNDATION | MA | T20 | $1,380,300 | $171,206 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| GALENUS FOUNDATION | MA | T20 | $1,339,857 | $1,088,845 | Trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| HOWARD FAM FOUNDATION | MA | T20 | $1,412,539 | $781,699 | TRUSTEE | $23,822 | Same NTEE code T20, revenue within 2x, same state |
| AUGUSTONE FOUNDATION | MA | T20 | $1,297,815 | $201,525 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| CABBADETUS FOUNDATION | MA | T20 | $1,506,944 | $897,636 | TRUSTEE | $36,425 | Same NTEE code T20, revenue within 2x, same state |
| GREAT MARSH FOUNDATION | MA | T20 | $1,352,462 | $722,179 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| ROGERS FAMILY FOUNDATION | MA | T20 | $1,470,245 | $1,315,028 | TRUSTEE, PART-TIME | $0 | Same NTEE code T20, revenue within 2x, same state |
| BULENS FAMILY FOUNDATION | MA | T20 | $1,299,076 | $1,202,608 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| KEANE FAM FOUNDATION 092493 | MA | T20 | $1,476,202 | $2,062,113 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MAKE WAVES FAMILY FOUNDATION | MA | T20 | $1,376,577 | $879,087 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE WIESLER FAMILY FOUNDATION | MA | T20 | $1,484,223 | $420,580 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| RUTH H & WARREN A ELLSWORTH FOUNDATION | MA | T20 | $1,323,759 | $1,298,946 | CO-TRUSTEE | $18,000 | Same NTEE code T20, revenue within 2x, same state |
| CARL & RUTH SHAPIRO FAM FOUNDATION | MA | T20 | $1,425,709 | $3,410,261 | SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| ARTHUR M AND MARTHA R PAPPAS FOUNDATION | MA | T20 | $1,424,479 | $1,052,510 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| MELVIN S CUTLER CHARITABLE FOUNDATION | MA | T20 | $1,345,253 | $654,717 | BOARD SECRETARY | $6,800 | Same NTEE code T20, revenue within 2x, same state |
| VIVIAN & PAUL OLUM CHARITABLE FOUNDATION | MA | T20 | $1,446,587 | $1,227,122 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE V EUGENE AND ROSALIE DEFREITAS CHARITABLE FOUNDATION | MA | T20 | $1,401,649 | $742,094 | TRUSTEE | $36,720 | Same NTEE code T20, revenue within 2x, same state |
| REED CHARITABLE TRUST | MA | T20 | $1,311,407 | $518,823 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| EMERALD FOUNDATION INC | NY | T20 | $1,391,658 | $2,515,231 | Vice President | $128,750 | Same NTEE code T20, revenue within 2x, similar name |
| LUX FOUNDATION INC | IL | T20 | $1,389,345 | $913,118 | 0 | $0 | Same NTEE code T20, revenue within 2x, similar name |
| W&L FOUNDATION INC | NY | T20 | $1,344,200 | $545,997 | VICE PRESIDE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| MARH FOUNDATION INC | FL | T20 | $1,438,112 | $159,857 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| EDWARDS FOUNDATION INC | CA | T20 | $1,335,419 | $476,016 | PRESIDENT/DIRECTOR | $0 | Same NTEE code T20, revenue within 2x, 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 · $1,136,699 spent · pay $30,000 · grants $1,013,637 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,013,637 | 89.2% | |
| Fees: other professional | $89,812 | 7.9% | |
| Pay: officers, directors, trustees | $30,000 | 2.6% | |
| Fees: accounting | $3,000 | 0.3% | |
| Other expenses | $250 | 0.0% | |
| Total | $1,136,699 | 100% |
2023 · Form 990PF · $1,103,936 spent · pay $35,500 · grants $983,973 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $983,973 | 89.1% | |
| Fees: other professional | $73,294 | 6.6% | |
| Pay: officers, directors, trustees | $35,500 | 3.2% | |
| Fees: accounting | $6,500 | 0.6% | |
| Taxes | $4,400 | 0.4% | |
| Other expenses | $269 | 0.0% | |
| Total | $1,103,936 | 100% |
2022 · Form 990PF · $1,092,308 spent · pay $36,000 · grants $965,513 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $965,513 | 88.4% | |
| Fees: other professional | $69,197 | 6.3% | |
| Pay: officers, directors, trustees | $36,000 | 3.3% | |
| Taxes | $15,000 | 1.4% | |
| Other expenses | $3,598 | 0.3% | |
| Fees: accounting | $3,000 | 0.3% | |
| Total | $1,092,308 | 100% |
2021 · Form 990PF · $1,049,270 spent · pay $12,000 · grants $906,351 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $906,351 | 86.4% | |
| Fees: other professional | $72,933 | 7.0% | |
| Taxes | $54,842 | 5.2% | |
| Pay: officers, directors, trustees | $12,000 | 1.1% | |
| Fees: accounting | $3,000 | 0.3% | |
| Other expenses | $144 | 0.0% | |
| Total | $1,049,270 | 100% |
2020 · Form 990PF · $973,361 spent · pay $12,000 · grants $888,900 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $888,900 | 91.3% | |
| Fees: other professional | $60,617 | 6.2% | |
| Pay: officers, directors, trustees | $12,000 | 1.2% | |
| Taxes | $11,579 | 1.2% | |
| Other expenses | $265 | 0.0% | |
| Total | $973,361 | 100% |
2019 · Form 990PF · $959,581 spent · pay $12,000 · grants $879,502 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $879,502 | 91.7% | |
| Fees: other professional | $57,932 | 6.0% | |
| Pay: officers, directors, trustees | $12,000 | 1.3% | |
| Taxes | $9,632 | 1.0% | |
| Other expenses | $515 | 0.1% | |
| Total | $959,581 | 100% |
2018 · Form 990PF · $974,886 spent · pay $18,000 · grants $888,750 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $888,750 | 91.2% | |
| Fees: other professional | $56,073 | 5.8% | |
| Pay: officers, directors, trustees | $18,000 | 1.8% | |
| Taxes | $10,922 | 1.1% | |
| Other expenses | $1,141 | 0.1% | |
| Total | $974,886 | 100% |
2017 · Form 990PF · $1,003,264 spent · pay $36,000 · grants $893,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $893,250 | 89.0% | |
| Fees: other professional | $51,668 | 5.1% | |
| Pay: officers, directors, trustees | $36,000 | 3.6% | |
| Taxes | $21,771 | 2.2% | |
| Other expenses | $575 | 0.1% | |
| Total | $1,003,264 | 100% |
2016 · Form 990PF · $899,226 spent · pay $36,000 · grants $810,250 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $810,250 | 90.1% | |
| Fees: other professional | $45,984 | 5.1% | |
| Pay: officers, directors, trustees | $36,000 | 4.0% | |
| Taxes | $6,742 | 0.7% | |
| Other expenses | $250 | 0.0% | |
| Total | $899,226 | 100% |
2015 · Form 990PF · $650,897 spent · pay $36,000 · grants $558,200 · events $7,250
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $558,200 | 85.8% | |
| Fees: other professional | $42,891 | 6.6% | |
| Pay: officers, directors, trustees | $36,000 | 5.5% | |
| Travel, conferences and meetings | $7,250 | 1.1% | |
| Taxes | $6,416 | 1.0% | |
| Other expenses | $140 | 0.0% | |
| Total | $650,897 | 100% |
2014 · Form 990PF · $625,671 spent · pay $36,000 · grants $535,200 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $535,200 | 85.5% | |
| Fees: other professional | $40,844 | 6.5% | |
| Pay: officers, directors, trustees | $36,000 | 5.8% | |
| Taxes | $13,502 | 2.2% | |
| Other expenses | $125 | 0.0% | |
| Total | $625,671 | 100% |
2013 · Form 990PF · $572,214 spent · pay $27,000 · grants $503,850 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $503,850 | 88.1% | |
| Fees: other professional | $35,549 | 6.2% | |
| Pay: officers, directors, trustees | $27,000 | 4.7% | |
| Taxes | $5,263 | 0.9% | |
| Other expenses | $552 | 0.1% | |
| Total | $572,214 | 100% |
2012 · Form 990PF · $509,528 spent · pay $12,000 · grants $456,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $456,000 | 89.5% | |
| Fees: other professional | $30,755 | 6.0% | |
| Pay: officers, directors, trustees | $12,000 | 2.4% | |
| Taxes | $9,791 | 1.9% | |
| Fees: accounting | $800 | 0.2% | |
| Other expenses | $182 | 0.0% | |
| Total | $509,528 | 100% |
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