The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
How to apply
Deadlines
Restrictions
Send applications to
Application policy: Funds preselected organizations only, as stated on the FY2024 return.
What its returns show
Stated the same way on all 10 Form 990-PF returns on record (FY2015 to FY2024).
On its FY2024 Form 990-PF return this foundation listed grants to 62 named recipients.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
This is a count from past returns. It does not say the foundation will consider a new request. How it is counted: names are compared as written on the returns, without "The" at the start, without endings such as "Inc" or "LLC", and without spaces and punctuation. A recipient also counts as already listed when our records link it to the same organization as an earlier recipient, or when its name is almost the same as an earlier name (a trigram similarity of 0.8 or more, where 1 means identical). The state on the grant row is not compared. Grants that the foundation marked as paid to an individual, such as a scholarship, are left out of both numbers, and no count is shown when most of its grants are marked that way. A person whom the foundation did not mark as an individual is still counted as a recipient. A recipient can still look new when its name is written very differently from year to year, and two different recipients with almost the same name can be counted as one.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Financials
Giving
$268K
FY2024 · qualifying distributions
Total assets
$5.1M
FY2024 · end of year
Revenue
$758K
FY2024
Expenses
$326K
FY2024
Giving by year
Total assets by year
Year
Form
Revenue
Expenses
Giving
Assets
Net assets
FY2024
990-PF
$757,654
$325,702
$267,837
$5,148,384
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Grants paid
618 on file
Recipient
Purpose
Amount
Year
Source
Dana Farber Cancer CenterBoston, MA
To assist donee organization to achieve its charitable purpose
$15,000
2018
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
Officers and directors
Name
Title
Hours / week
Compensation
Zachary Richard
President
0.00
$0
Virginia Susi
Treasurer
2.00
$0
Virginia Richard
Vice President
0.00
$0
Phyllis Fritts
Vice President
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
$5,148,384
FY2023
990-PF
$142,323
$316,926
$265,649
$4,716,432
$4,716,432
FY2022
990-PF
$320,504
$323,949
$266,841
$4,891,035
$4,891,035
FY2021
990-PF
$542,663
$353,070
$285,663
$4,894,480
$4,894,480
FY2020
990-PF
$218,980
$223,654
$166,861
$4,704,887
$4,704,887
FY2019
990-PF
$214,355
$418,241
$360,270
$4,709,561
$4,709,561
FY2018
990-PF
$184,211
$258,627
$201,387
$4,913,447
$4,913,447
FY2017
990-PF
$870,643
$337,602
$267,217
$4,987,863
$4,987,863
FY2016
990-PF
$176,830
$319,706
$247,200
$4,454,822
$4,454,822
FY2015amended
990-PF
$301,931
$388,937
$310,067
$4,597,698
$4,597,698
Joslin Diabetes Center
Boston, MA
Assist donee organization to achieve its charitable purpose
$15,000
2018
Community Medical Clinic of KershawCamden, SC
Assist donee organization to achieve its charitable purpose
$15,000
2015
Bluegrass TrustLexington, KY
Assist donee to perform its charitable function
$14,500
2016
564 Park Avenue Preservation FoundaNew York, NY
Assist donee organization to achieve its charitable purpose
Assist donee organization to achieve its charitable purpose
$10,000
2018
York County Family FundYork Harbor, ME
Assist donee org to achieve charitable purpose
$10,000
2024
Undue Medical DebtMatched to this organization because 7 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2023 to 2025. Counted Oct 9, 2026.Long Island City, NY
To assist donee in erasing financially burdensome medical debt
$10,000
2024
Community Medical Clinic of KCCamden, SC
Assist donee organization to achieve its charitable purpose
$10,000
2020
Loomis Chafee SchoolWindsor, CT
To assist donee to perform its charitable function
$10,000
2016
Lexington SchoolLexigton, KY
Assist donee to achieve charitable purpose
$10,000
2024
Epiphany SchoolDorchester, MA
Assist donee organization to achieve its charitable purpose