EAGLEMERE FOUNDATION INC

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Daniel Sarles TREASURER/EXEC DIRECTOR2012-2024 $30,000$320,500 1
Kathryn Garvey DIRECTOR2012-2024 $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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Marilyn D Sarles Md PRESIDENT2012-2024 0 $0 reported 1
H Jay Sarles CLERK2012-2024 0 $0 reported 1
Elizabeth Dias DIRECTOR2013-2024 0 $0 reported 1
Daniel Dias DIRECTOR2015-2024 0 $0 reported 1
Patrick Garvey DIRECTOR2015-2024 0 $0 reported 1

People by year

2024 · 7 people listed · 1 paid, $30K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $30,000-$0 $30,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2023 · 7 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $35,500-$0 $35,5001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2022 · 7 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $36,000-$0 $36,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2021 · 7 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $12,000-$0 $12,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2020 · 7 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $12,000-$0 $12,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2019 · 7 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $12,000-$0 $12,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2018 · 7 people listed · 1 paid, $18K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $18,000-$0 $18,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2017 · 7 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER/EXEC DIRECTOR25 $36,000-$0 $36,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY DIRECTOR0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2016 · 7 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER25 $36,000-$0 $36,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY ASSISTANT CLERK0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2015 · 7 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL SARLES TREASURER25 $36,000-$0 $36,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN GARVEY ASSISTANT CLERK0 $0-$0 $01
H JAY SARLES CLERK0 $0-$0 $01
ELIZABETH DIAS DIRECTOR0 $0-$0 $01
DANIEL DIAS DIRECTOR0 $0-$0 $01
PATRICK GARVEY DIRECTOR0 $0-$0 $01
2014 · 5 people listed · 1 paid, $36K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL G SARLES EXECUTIVE DIRECTOR25 $36,000-$0 $36,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
KATHRYN D GARVEY ASSISTANT SECRETARY0 $0-$0 $01
H JAY SARLES TREASURER & SECRETARY0 $0-$0 $01
ELIZABETH DIAS ASSISTANT SECRETARY0 $0-$0 $01
2013 · 5 people listed · 2 paid, $27K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DANIEL G SARLES EXECUTIVE DIRECTOR3 $21,000-$0 $21,0001
KATHRYN D GARVEY ASSISTANT SECRETARY3 $6,000-$0 $6,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
H JAY SARLES TREASURER & SECRETARY0 $0-$0 $01
ELIZABETH DIAS ASSISTANT SECRETARY0 $0-$0 $01
2012 · 4 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KATHRYN D GARVEY CLERK3 $12,000-$0 $12,0001
MARILYN D SARLES MD PRESIDENT0 $0-$0 $01
DANIEL G SARLES TREASURER0 $0-$0 $01
H JAY SARLES ASSISTANT0 $0-$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $90K
NameLocationServicePaid
BANK OF AMERICANEW YORK, NYINVESTMENT ADVISORY FEES$89,812
2023 · 1 contractor · $73K
NameLocationServicePaid
US TRUSTNEW YORK, NYINVESTMENT ADVISORY FEES$73,294
2022 · 1 contractor · $69K
NameLocationServicePaid
US TRUSTNEW YORK, NYINVESTMENT ADVISORY FEES$69,197
2021 · 1 contractor · $73K
NameLocationServicePaid
US TRUSTNEW YORK, NYINVESTMENT ADVISORY FEES$72,933
2020 · 1 contractor · $0
NameLocationServicePaid
US TRUSTNEW YORK, NYINVESTMENT ADVISORY FEES$0
2019 · 1 contractor · $0
NameLocationServicePaid
US TRUSTNEW YORK, NYINVESTMENT ADVISORY FEES$0
2018 · 1 contractor · $56K
NameLocationServicePaid
US TRUSTNEW YORK, NYINVESTMENT 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
#ContributorTypeCity, stateTotalNoncashSource
1 JAY AND MARILYN SARLES Person WELLESLEY, MA $497,489$493,989 Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $517K
#ContributorTypeCity, stateTotalNoncashSource
1 JAY AND MARILYN SARLES Person WELLESLEY, MA $516,695$516,695 Form 990PF Sch. B, 2023 · filing
2022 · 1 contributor · $601K
#ContributorTypeCity, stateTotalNoncashSource
1 H JAY SARLES Person WELLESLEY, MA $600,953$596,755 Form 990PF Sch. B, 2022 · filing
2021 · 1 contributor · $363K
#ContributorTypeCity, stateTotalNoncashSource
1 H JAY SARLES Organization or other WELLESLEY, MA $363,475$363,475 Form 990PF Sch. B, 2021 · filing
2020 · 1 contributor · $202K
#ContributorTypeCity, stateTotalNoncashSource
1 H JAY SARLES Organization or other WELLESLEY, MA $202,122$202,122 Form 990PF Sch. B, 2020 · filing
2019 · 1 contributor · $327K
#ContributorTypeCity, stateTotalNoncashSource
1 H JAY SARLES Organization or other WELLESLEY, MA $327,107$327,107 Form 990PF Sch. B, 2019 · filing
2018 · 1 contributor · $1.9M
#ContributorTypeCity, stateTotalNoncashSource
1 JAY SARLES Organization or other WELLESLEY, MA $1,868,587$1,868,587 Form 990PF Sch. B, 2018 · filing
2017 · 3 contributors · $962K
#ContributorTypeCity, stateTotalNoncashSource
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
#ContributorTypeCity, stateTotalNoncashSource
2 JAY SARLES Organization or other WELLESLEY, MA $1,212,088$1,212,089 Form 990PF Sch. B, 2016 · filing
1 JAY AND MARILYN SARLES Organization or other WELLESLEY, MA $117,049- Form 990PF Sch. B, 2016 · filing
2015 · 2 contributors · $400K
#ContributorTypeCity, stateTotalNoncashSource
2 JAY SARLES Person WELLESLEY, MA $270,000$270,000 Form 990PF Sch. B, 2015 · filing
1 JAY AND MARILYN SARLES Person WELLESLEY, MA $130,000- Form 990PF Sch. B, 2015 · filing
2014 · 1 contributor · $120K
#ContributorTypeCity, stateTotalNoncashSource
1 JAY MARILYN SARLES Person WELLESLEY, MA $120,000- Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $120K
#ContributorTypeCity, stateTotalNoncashSource
1 JAY MARILYN SARLES Person $120,000- Form 990PF Sch. B, 2013 · filing
2012 · 50 contributors · $1.2M
#ContributorTypeCity, stateTotalNoncashSource
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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,401,941$1,136,699 $13,479,173$13,479,173 $497,489- $30,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$889,102$1,103,936 $12,825,854$12,825,854 $516,695- $35,500--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$862,812$1,092,308 $12,945,034$12,945,034 $600,953- $36,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,512,880$1,049,270 $13,093,922$13,093,922 $363,475- $12,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$3,448,946$973,361 $12,037,678$12,037,678 $202,122- $12,000--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$821,101$959,581 $9,562,093$9,562,093 $327,107- $12,000--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,560,455$974,886 $9,878,079$9,878,079 $1,868,587- $18,000--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$1,452,053$1,003,264 $9,567,053$9,567,053 $961,774- $36,000--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$1,767,327$899,226 $9,325,985$9,325,985 $1,329,137- $36,000--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$788,778$650,897 $8,707,037$8,707,037 $400,000- $36,000--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$642,345$625,671 $8,780,896$8,780,896 $120,000- $36,000--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$788,319$572,214 $8,764,222$8,764,222 $120,000- $27,000--
2012 · Form 990PF period ending 2012-12-31 · view filing · original 990 ↗
$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).

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Same category: NTEE code and revenue

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SAFTY5 FOUNDATIONMAT20 $1,380,300$171,206 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
GALENUS FOUNDATIONMAT20 $1,339,857$1,088,845 Trustee$0 Same NTEE code T20, revenue within 2x, same state
HOWARD FAM FOUNDATIONMAT20 $1,412,539$781,699 TRUSTEE$23,822 Same NTEE code T20, revenue within 2x, same state
AUGUSTONE FOUNDATIONMAT20 $1,297,815$201,525 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
CABBADETUS FOUNDATIONMAT20 $1,506,944$897,636 TRUSTEE$36,425 Same NTEE code T20, revenue within 2x, same state
GREAT MARSH FOUNDATIONMAT20 $1,352,462$722,179 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
ROGERS FAMILY FOUNDATIONMAT20 $1,470,245$1,315,028 TRUSTEE, PART-TIME$0 Same NTEE code T20, revenue within 2x, same state
BULENS FAMILY FOUNDATIONMAT20 $1,299,076$1,202,608 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
KEANE FAM FOUNDATION 092493MAT20 $1,476,202$2,062,113 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MAKE WAVES FAMILY FOUNDATIONMAT20 $1,376,577$879,087 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
THE WIESLER FAMILY FOUNDATIONMAT20 $1,484,223$420,580 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
RUTH H & WARREN A ELLSWORTH FOUNDATIONMAT20 $1,323,759$1,298,946 CO-TRUSTEE$18,000 Same NTEE code T20, revenue within 2x, same state
CARL & RUTH SHAPIRO FAM FOUNDATIONMAT20 $1,425,709$3,410,261 SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
ARTHUR M AND MARTHA R PAPPAS FOUNDATIONMAT20 $1,424,479$1,052,510 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
MELVIN S CUTLER CHARITABLE FOUNDATIONMAT20 $1,345,253$654,717 BOARD SECRETARY$6,800 Same NTEE code T20, revenue within 2x, same state
VIVIAN & PAUL OLUM CHARITABLE FOUNDATIONMAT20 $1,446,587$1,227,122 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
THE V EUGENE AND ROSALIE DEFREITAS CHARITABLE FOUNDATIONMAT20 $1,401,649$742,094 TRUSTEE$36,720 Same NTEE code T20, revenue within 2x, same state
REED CHARITABLE TRUSTMAT20 $1,311,407$518,823 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
EMERALD FOUNDATION INCNYT20 $1,391,658$2,515,231 Vice President$128,750 Same NTEE code T20, revenue within 2x, similar name
LUX FOUNDATION INCILT20 $1,389,345$913,118 0$0 Same NTEE code T20, revenue within 2x, similar name
W&L FOUNDATION INCNYT20 $1,344,200$545,997 VICE PRESIDE$0 Same NTEE code T20, revenue within 2x, similar name
MARH FOUNDATION INCFLT20 $1,438,112$159,857 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
EDWARDS FOUNDATION INCCAT20 $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).

GrantorTotal givenGrantsOrganizations fundedTypeYearsWhich ones
Hulman Public Building Trust $1,316,6151 1Private foundation2021–2021 HULMAN & COMPANY FOUNDATION INC
THE IRVING HARRIS FOUNDATION $1,000,0001 1Private foundation2024–2024 MAKO FOUNDATION
DONALD C AND ELIZABETH M DICKINSON FOUNDATION $700,00010 1Private foundation2016–2025 KRAEMER ENDOWMENT FOUNDATION INC
RANCHO SANTA FE FOUNDATION $488,50011 1DAF sponsor2011–2025 KRAEMER ENDOWMENT FOUNDATION INC
THE SAN DIEGO FOUNDATION $403,0003 1DAF sponsor2011–2014 KRAEMER ENDOWMENT FOUNDATION INC
MICHAEL & LEANNE HADDAD FAMILY FOUNDATION INC $250,0001 1Private foundation2022–2022 SCHREIBER FOODS FOUNDATION INC
J DOUGLAS AND MARIAN R PARDEE FOUNDATION $150,0003 1Private foundation2019–2023 KRAEMER ENDOWMENT FOUNDATION INC
THE KIMMELMAN FAM FOUNDATION $147,5005 1Private foundation2020–2023 MIAMI MARLINS FOUNDATION INC
FANTASY CAMPS FOR KIDS $115,0005 1Private foundation2020–2025 MIAMI MARLINS FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND $80,0505 2DAF sponsor2020–2024 KRAEMER ENDOWMENT FOUNDATION INC; CASA FOUNDATION
THE MIAMI FOUNDATION INC $55,0001 1DAF sponsor2025–2025 MIAMI MARLINS FOUNDATION INC
BRUCE AND CYNTHIA SHERMAN CHARITABLE FOUNDATION INC $50,0001 1Private foundation2021–2021 MIAMI MARLINS FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING $17,5001 1DAF sponsor2024–2024 LIBERTY FOUNDATION INC
THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC $16,4522 1DAF sponsor2023–2024 LIBERTY FOUNDATION INC
COMMUNITY FOUNDATION OF NEW JERSEY $11,2041 1DAF sponsor2021–2021 PROVIDENT BANK FOUNDATION INC

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
LineAs describedTotalShare
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$1,136,699100%

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2023 · Form 990PF · $1,103,936 spent · pay $35,500 · grants $983,973 · events $0
LineAs describedTotalShare
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$1,103,936100%

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2022 · Form 990PF · $1,092,308 spent · pay $36,000 · grants $965,513 · events $0
LineAs describedTotalShare
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$1,092,308100%

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2021 · Form 990PF · $1,049,270 spent · pay $12,000 · grants $906,351 · events $0
LineAs describedTotalShare
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$1,049,270100%

View the filing

2020 · Form 990PF · $973,361 spent · pay $12,000 · grants $888,900 · events $0
LineAs describedTotalShare
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$973,361100%

View the filing

2019 · Form 990PF · $959,581 spent · pay $12,000 · grants $879,502 · events $0
LineAs describedTotalShare
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$959,581100%

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2018 · Form 990PF · $974,886 spent · pay $18,000 · grants $888,750 · events $0
LineAs describedTotalShare
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$974,886100%

View the filing

2017 · Form 990PF · $1,003,264 spent · pay $36,000 · grants $893,250 · events $0
LineAs describedTotalShare
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$1,003,264100%

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2016 · Form 990PF · $899,226 spent · pay $36,000 · grants $810,250 · events $0
LineAs describedTotalShare
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$899,226100%

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2015 · Form 990PF · $650,897 spent · pay $36,000 · grants $558,200 · events $7,250
LineAs describedTotalShare
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$650,897100%

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2014 · Form 990PF · $625,671 spent · pay $36,000 · grants $535,200 · events $0
LineAs describedTotalShare
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$625,671100%

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2013 · Form 990PF · $572,214 spent · pay $27,000 · grants $503,850 · events $0
LineAs describedTotalShare
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$572,214100%

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2012 · Form 990PF · $509,528 spent · pay $12,000 · grants $456,000 · events $0
LineAs describedTotalShare
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$509,528100%

View the filing

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