This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2025
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990 | $24,713,157 | $25,552,471 | $335,697 | $22,264,843 | $5,124,075 |
| FY2024 | 990 | $21,570,269 | $23,668,424 | $345,129 | $23,830,331 | $5,960,498 |
| FY2023 | 990 | $19,773,077 | $20,463,426 | $106,200 | $25,208,156 | $7,032,906 |
| FY2022 | 990 | $17,942,494 | $17,006,935 | $134,965 | $21,140,816 | $8,440,788 |
| FY2021 | 990 | $16,113,424 | $14,791,361 | $111,000 | $17,477,205 | $7,254,925 |
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.
Recipient focus areas
Where recipients are
Based on the 100% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Boston College Center for Retirement ResearchChestnut Hill, MA | Research | $221,672 | 2024 | |
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Tanya Garost | President | 4.50 | $0 |
| Lunda Asmani | President-Elect | 1.25 | $0 |
| Laura Allen | Past President | 1.25 | $0 |
| Terri Velasquez | Past President until 6/11/24 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Research |
| $209,247 |
| 2025 |
| State and Local Legal CenterWashington, DC | General support. | $10,000 | 2021 |
| 1.25 |
| $0 |
| Diane Allison | Board Member as of 6/11/24 | 0.50 | $0 |
| Sonia Andrews | Board Member | 0.50 | $0 |
| Jennifer Brown | Board Member | 0.50 | $0 |
| Veronica Carrillo | Board Member until 6/11/24 | 0.50 | $0 |
| Timothy Ewell | Board Member | 0.50 | $0 |
| Bruce Fisher | Board Member until 6/11/24 | 0.50 | $0 |
| Chris Forster | Board Member as of 6/11/24 | 0.50 | $0 |
| Jason Greene | Board Member | 0.50 | $0 |
| Edward Gin | Board Member | 0.50 | $0 |
| Clae Hack | Board Member as of 6/11/24 | 0.50 | $0 |
| Anne Harty | Board Member until 6/11/24 | 0.50 | $0 |
| Harpeet Hora | Board Member as of 6/11/24 | 0.50 | $0 |
| Rafiu O Ighile | Board Member as of 6/11/24 | 0.50 | $0 |
| Susan Iverson | Board Member until 6/11/24 | 0.50 | $0 |
| Grace Martinez | Board Member | 0.50 | $0 |
| Debra Roberts | Board Member until 6/11/24 | 0.50 | $0 |
| David Schmiedicke | Board Member | 0.50 | $0 |
| Ember Strange | Board Member as of 6/11/24 | 0.50 | $0 |
| Kendel Taylor | Board Member | 0.50 | $0 |
| Diane Waldron | Board Member | 0.50 | $0 |
| Christopher P Morrill | Executive Director, CEO | 40.00 | $449,605 |
| Sarah Lombardi | Director of Finance | 40.00 | $226,361 |
| Michael Mucha | Deputy Executive Director | 40.00 | $353,152 |
| Beth Aldana | Chief Administrative Officer | 40.00 | $290,274 |
| Michele M Levine | Director, Technical Services Center | 40.00 | $372,468 |
| Emily Brock | Director, Federal Liaison | 40.00 | $264,209 |
| Shayne Kavanagh | Senior Manager, Research | 40.00 | $253,908 |
| Randall Towns | Director of Education | 40.00 | $209,961 |
| Eva Olsaker | Director of Consulting | 40.00 | $211,022 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Mar 31, 2024IRS bulk XML
Filing id 202510489349300516
Form 990 · FY2023 · period ending Mar 31, 2023IRS bulk XML
Filing id 202440439349301864
Form 990 · FY2022 · period ending Mar 31, 2022
Filing id 202310389349300341
Form 990 · FY2021 · period ending Mar 31, 2021
Filing id 202210419349300511
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.