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 · FY2024
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 |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $430,857,316 | $277,614,618 | $258,359,159 | $2,193,546,383 | $1,483,238,660 |
| FY2023 | 990 | $311,917,718 | $213,327,595 | $199,729,751 | $1,737,981,703 | $1,274,464,266 |
| FY2022 | 990 | $236,415,879 | $203,557,691 | $191,476,741 | $1,258,791,921 | $1,044,886,563 |
| FY2021 | 990 | $424,474,116 | $175,475,992 | $164,062,296 | $1,329,314,188 | $1,193,983,932 |
| FY2020 | 990 | $244,430,823 | $181,157,001 | $172,077,381 | $1,001,513,171 | $892,452,293 |
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 84% 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 |
|---|---|---|---|---|
| See attached Grant ReportSee attached, MA | Varies by DAF; detail avail on requ | $172,483,014 | 2022 | |
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 |
|---|---|---|---|
| Jeffrey P Beale | LEAD INDEPENDENT DIRECTOR | 4.0 | $60,000 |
| Michelle A Kinch | DIRECTOR | 3.5 | $50,000 |
| John Griffin | DIRECTOR | 3.0 | $45,000 |
| Katharine B Leness | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| Varies by DAF; detail avail on requ |
| $156,013,766 |
| 2020 |
| See attached Grant ReportSee attached, MA | Varies by DAF; detail avail on requ | $148,683,357 | 2021 |
| Schwab Charitable Fund - Paula J Campbell Donor DoOrlando, FL | FOR RECIPIENT'S EXEMPT PURPOSE | $13,363,046 | 2024 |
| Fidelity Investments Charitable Gift FundBoston, MA | FOR RECIPIENT'S EXEMPT PURPOSE | $6,219,851 | 2023 |
| Schwab Charitable FundSan Francisco, CA | FOR RECIPIENT'S EXEMPT PURPOSE | $6,025,850 | 2023 |
| American Endowment Foundation FBO JFDougherty PhilHudson, OH | FOR RECIPIENT'S EXEMPT PURPOSE | $5,354,322 | 2023 |
| Fidelity Investments Charitable Gift FundBOSTON, MA | FOR RECIPIENT'S EXEMPT PURPOSE | $5,169,219 | 2024 |
| American Endowment FoundationHUDSON, OH | FOR RECIPIENT'S EXEMPT PURPOSE | $4,985,885 | 2024 |
| Raymond James Charitable Endowment FundST PETERSBURG, FL | FOR RECIPIENT'S EXEMPT PURPOSE | $4,298,175 | 2024 |
| Renaissance Charitable Foundation IncINDIANAPOLIS, IN | FOR RECIPIENT'S EXEMPT PURPOSE | $3,902,395 | 2024 |
| National Philanthropic TrustJENKINTOWN, PA | FOR RECIPIENT'S EXEMPT PURPOSE | $1,978,796 | 2024 |
| St Jude Children's Research HospitalMEMPHIS, TN | FOR RECIPIENT'S EXEMPT PURPOSE | $1,565,185 | 2024 |
| Renaissance Charitable Foundation IncIndianapolis, IN | FOR RECIPIENT'S EXEMPT PURPOSE | $1,547,088 | 2023 |
| Bank of America Charitable Gift FundBoston, MA | FOR RECIPIENT'S EXEMPT PURPOSE | $1,481,876 | 2023 |
| Ed Snider Youth Hockey FoundationPhiladelphia, PA | FOR RECIPIENT'S EXEMPT PURPOSE | $1,303,706 | 2023 |
| The Church of Jesus Christ of Latter-Day SaintsSalt Lake City, UT | FOR RECIPIENT'S EXEMPT PURPOSE | $1,271,549 | 2023 |
| LPL Financial LLC - FBO Ceces House of HopeSan Diego, CA | FOR RECIPIENT'S EXEMPT PURPOSE | $1,188,648 | 2024 |
| The Ohio State University FoundationColumbus, OH | FOR RECIPIENT'S EXEMPT PURPOSE | $1,180,402 | 2024 |
| The Church of Jesus Christ of Latter Day SaintsSalt Lake City, UT | FOR RECIPIENT'S EXEMPT PURPOSE | $1,140,787 | 2024 |
| Bynum SchoolMIDLAND, TX | FOR RECIPIENT'S EXEMPT PURPOSE | $1,091,500 | 2024 |
| Shelburne FarmsShelburne, VT | FOR RECIPIENT'S EXEMPT PURPOSE | $1,060,324 | 2024 |
| Burlington City Arts Foundation IncBURLINGTON, VT | FOR RECIPIENT'S EXEMPT PURPOSE | $1,060,074 | 2024 |
| Vermont Community FoundationMIDDLEBURY, VT | FOR RECIPIENT'S EXEMPT PURPOSE | $1,060,074 | 2024 |
| American Red CrossWashington, DC | FOR RECIPIENT'S EXEMPT PURPOSE | $1,059,949 | 2024 |
| 3.5 |
| $45,000 |
| Kathleen L Ames | DIRECTOR | 2.5 | $40,000 |
| Amy Danforth | DIRECTOR UNTIL 7/24 | 0.0 | $16,667 |
| Stephen W Clarke | PRES. & CHIEF PHIL. OFF. | 40.0 | $0 |
| James Kirchner | TREASURER | 2.0 | $0 |
| Michael P Shattuck | ASST TREASURER | 5.0 | $0 |
| Stephanie Rosander | SECRETARY | 5.0 | $0 |
| Desmond Gallacher | VICE PRESIDENT UNTIL 11/24 | 1.0 | $0 |
| A John Murphy | VICE PRESIDENT | 1.0 | $0 |
| Michael Askew | ASSISTANT SECRETARY | 1.0 | $0 |
| Lawrence L Fahey | VP & CHIEF ADMIN OFFICER | 5.0 | $0 |
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 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202431319349304428
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202341359349318454
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202241329349304214
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202121339349302307
Form 990 · FY2019 · period ending Dec 31, 2019
Filing id 202011289349301546
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201911289349300316
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.