ADELARD A & VALEDA LEA ROY FOUNDATION

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Cite this

Plain text ADELARD A & VALEDA LEA ROY FOUNDATION. furp.org, nonprofit organization profile, tax years 2017–2025. https://furp.org/org/adelard-a-and-valeda-lea-roy-foundation-046652923. Retrieved 2026-11-03.

APA furp.org. (n.d.). ADELARD A & VALEDA LEA ROY FOUNDATION [Nonprofit organization profile; tax years 2017–2025]. Retrieved November 3, 2026, from https://furp.org/org/adelard-a-and-valeda-lea-roy-foundation-046652923

MLA “ADELARD A & VALEDA LEA ROY FOUNDATION.” furp.org, tax years 2017–2025, https://furp.org/org/adelard-a-and-valeda-lea-roy-foundation-046652923. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2017–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $1.3M · expenses $830K · assets $4.9M

EIN
04-6652923
Address
PO BOX 961209, BOSTON, MA 02196-1209
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
March 1991 (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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

5 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
Rev Dr Nancy S Smith TRUSTEE2017-2025 $22,500$128,718 2
Michael J Puzo TRUSTEE2019-2025 $23,000$103,000 2
Elizabeth M Fisher TRUSTEE2019-2025 $7,500$46,875 1
Arthur O Ricci (former) TRUSTEE2017-2018 $2,614$27,468 2
Elizabeth M Valliere (former) TRUSTEE2017-2018 $922$9,652 1

People by year

2025 · 3 people listed · 3 paid, $53K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL J PUZO TRUSTEE2 $23,000-$0 $23,0002
REV DR NANCY S SMITH TRUSTEE2 $22,500-$0 $22,5002
ELIZABETH M FISHER TRUSTEE1 $7,500-$0 $7,5001
2024 · 3 people listed · 3 paid, $39K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $18,750-$0 $18,7502
MICHAEL J PUZO TRUSTEE2 $11,250-$0 $11,2502
ELIZABETH M FISHER TRUSTEE1 $9,375-$0 $9,3751
2023 · 3 people listed · 3 paid, $46K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL J PUZO TRUSTEE2 $23,750-$0 $23,7502
REV DR NANCY S SMITH TRUSTEE2 $15,000-$0 $15,0002
ELIZABETH M FISHER TRUSTEE1 $7,500-$0 $7,5001
2022 · 3 people listed · 3 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $15,000-$0 $15,0002
MICHAEL J PUZO TRUSTEE2 $15,000-$0 $15,0002
ELIZABETH M FISHER TRUSTEE1 $7,500-$0 $7,5001
2021 · 3 people listed · 3 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $15,000-$0 $15,0002
MICHAEL J PUZO TRUSTEE2 $15,000-$0 $15,0002
ELIZABETH M FISHER TRUSTEE1 $7,500-$0 $7,5001
2020 · 3 people listed · 3 paid, $38K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $15,000-$0 $15,0002
MICHAEL J PUZO TRUSTEE2 $15,000-$0 $15,0002
ELIZABETH M FISHER TRUSTEE1 $7,500-$0 $7,5001
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $0-$0 $02
MICHAEL J PUZO TRUSTEE2 $0-$0 $02
ELIZABETH M FISHER TRUSTEE1 $0-$0 $01
2018 · 3 people listed · 3 paid, $6K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $2,614-$0 $2,6142
ARTHUR O RICCI TRUSTEE2 $2,614-$0 $2,6142
ELIZABETH M VALLIERE TRUSTEE1 $922-$0 $9221
2017 · 3 people listed · 3 paid, $58K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
REV DR NANCY S SMITH TRUSTEE2 $24,854-$0 $24,8542
ARTHUR O RICCI TRUSTEE2 $24,854-$0 $24,8542
ELIZABETH M VALLIERE TRUSTEE1 $8,730-$0 $8,7301

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

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

2025 · 143 grants to organizations · $715K
2024 · 125 grants to organizations · $620K
2023 · 155 grants to organizations · $602K
2022 · 111 grants to organizations · $510K
2021 · 94 grants to organizations · $436K
2020 · 19 grants to organizations · $71K
2018 · 1 grant to organizations · $6K
2017 · 102 grants to organizations · $581K

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

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

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
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$1,275,541$829,950 $4,942,824$4,942,824 -- $53,000--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$843,681$712,561 $4,497,233$4,497,233 -- $39,375--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$362,685$671,641 $4,366,113$4,366,113 -- $46,250--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$363,244$584,606 $4,674,134$4,674,134 -- $37,500--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$480,400$503,377 $4,897,295$4,897,295 -- $37,500--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$336,542$138,057 $4,920,270$4,920,270 -- $37,500--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$370,419$11,940 $4,721,785$4,721,785 -- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$291,659$23,541 $4,363,306$4,363,306 -- $6,150--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$281,254$663,160 $4,095,188$4,095,188 -- $58,438--

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

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

No similar organizations found.

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

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.

2025 · Form 990PF · $829,950 spent · pay $53,000 · grants $714,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $714,900 86.1%
Pay: officers, directors, trustees $53,000 6.4%
Fees: legal $30,000 3.6%
Taxes $21,997 2.7%
Fees: accounting $9,803 1.2%
Other expenses $250 0.0%
Total$829,950100%

View the filing

2024 · Form 990PF · $712,561 spent · pay $39,375 · grants $619,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $619,500 86.9%
Pay: officers, directors, trustees $39,375 5.5%
Fees: legal $38,000 5.3%
Taxes $7,955 1.1%
Fees: accounting $7,458 1.0%
Other expenses $273 0.0%
Total$712,561100%

View the filing

2023 · Form 990PF · $671,641 spent · pay $46,250 · grants $602,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $602,000 89.6%
Pay: officers, directors, trustees $46,250 6.9%
Fees: legal $10,000 1.5%
Taxes $6,503 1.0%
Fees: accounting $6,100 0.9%
Other expenses $788 0.1%
Total$671,641100%

View the filing

2022 · Form 990PF · $584,606 spent · pay $37,500 · grants $509,900 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $509,900 87.2%
Pay: officers, directors, trustees $37,500 6.4%
Fees: legal $20,000 3.4%
Taxes $11,153 1.9%
Fees: accounting $5,080 0.9%
Other expenses $973 0.2%
Total$584,606100%

View the filing

2021 · Form 990PF · $503,377 spent · pay $37,500 · grants $435,500 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $435,500 86.5%
Pay: officers, directors, trustees $37,500 7.4%
Fees: legal $20,000 4.0%
Taxes $8,288 1.6%
Fees: accounting $1,864 0.4%
Other expenses $225 0.0%
Total$503,377100%

View the filing

2020 · Form 990PF · $138,057 spent · pay $37,500 · grants $71,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $71,000 51.4%
Pay: officers, directors, trustees $37,500 27.2%
Taxes $16,757 12.1%
Fees: legal $10,825 7.8%
Fees: accounting $1,850 1.3%
Other expenses $125 0.1%
Total$138,057100%

View the filing

2019 · Form 990PF · $11,940 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Taxes $9,265 77.6%
Fees: accounting $2,550 21.4%
Other expenses $125 1.0%
Total$11,940100%

View the filing

2018 · Form 990PF · $23,541 spent · pay $6,150 · grants $6,000 · events $0
LineAs describedTotalShare
Taxes $7,381 31.4%
Pay: officers, directors, trustees $6,150 26.1%
Contributions, gifts, grants paid $6,000 25.5%
Fees: accounting $3,758 16.0%
Other expenses $252 1.1%
Total$23,541100%

View the filing

2017 · Form 990PF · $663,160 spent · pay $58,438 · grants $581,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $581,000 87.6%
Pay: officers, directors, trustees $58,438 8.8%
Taxes $18,585 2.8%
Fees: accounting $4,400 0.7%
Other expenses $737 0.1%
Total$663,160100%

View the filing

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