Private foundation
BOSTON, MAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
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.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $7,584,132 | $10,322,006 | $9,710,246 | $73,632,557 |
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 38% 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 |
|---|---|---|---|---|
| THE BOSTON FOUNDATIONBOSTON, MA | TO FUND FUTURE DONATIONS | $3,495,000 | 2019 | |
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 |
|---|---|---|---|
| Amy Naughton | TRUSTEE | 0 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $73,632,557 |
| FY2023 | 990-PF | $1,771,010 | $9,325,841 | $8,617,115 | $76,370,431 | $76,370,431 |
| FY2022 | 990-PF | $3,339,466 | $7,559,089 | $6,797,986 | $83,925,262 | $83,925,262 |
| FY2021 | 990-PF | $2,427,494 | $6,837,761 | $6,290,898 | $88,144,885 | $88,144,885 |
| FY2020 | 990-PF | $2,998,842 | $5,641,203 | $5,210,547 | $93,326,790 | $92,555,152 |
| FY2019 | 990-PF | $1,541,599 | $5,423,408 | $4,854,319 | $95,197,513 | $95,197,513 |
| TO SUPPORT THE PROGRAMS AND SERVICES TO CREATE PATHWAYS OUT OF POVERTY AND STRENGTHEN FAMILIES. |
| $1,550,000 |
| 2021 |
| ANN THEODORE FOUNDATION DONOR ADVISED FUNDBOSTON, MA | TO FUND FUTURE DONATIONS | $1,500,000 | 2020 |
| ANN THEODORE FOUNDATION SCHOLARSHIP FUNDBOSTON, MA | TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $1,400,000 | 2024 |
| ANN THEODORE FOUNDATION SCHOLARSHIP FUNDBOSTON, MA | TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $1,380,000 | 2023 |
| ANN THEODORE FOUNDATION SCHOLARSHIP FUNDBOSTON, MA | TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $1,000,000 | 2022 |
| THE CLEVELAND CLINICCLEVELAND, OH | TO FURTHER CRITICAL MEDICAL RESEARCH | $1,000,000 | 2024 |
| ANN THEODORE FOUNDATION SCHOLARSHIP FUNDBOSTON, MA | TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $967,550 | 2021 |
| ROOSEVELT UNION FREE SCHOOL DISTRICTROOSEVELT, NY | TO HELP FURTHER EDUCATION FOR CHILDREN IN K THRU 12 GRADES. | $703,094 | 2022 |
| THE MILKEN INSTITUTEWASHINGTON, DC | TO HELP SUPPORT HELPING PEOPLE PURSUE EDUCATION AND GAINFUL EMPLOYMENT. | $655,000 | 2024 |
| ANN THEODORE FOUNDATION SCHOLARSHIP FUNDBOSTON, MA | TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $610,000 | 2020 |
| NATIONAL JEWISH HEALTHDENVER, CO | TO SUPPORT THE TREATMENT AND RESEARCH OF RESPIRATORY, CARDIOVASCULAR, RHEUMATOLOGIC, AUTOIMMUNE, INFLAMOOATORY AND IMMUNOLOGIC DISEASES. | $542,362 | 2023 |
| MEDIZINISCHE HOCHSCHULE HANNOVER | BIOLOGICAL SCIENCE INITATIVES TO HELP FURTHER CRITCIAL MEDICAL RESEARCH | $488,404 | 2024 |
| ROOSEVELT UNION FREE SCHOOL DISTRICTROOSEVELT, NY | TO HELP FURTHER EDUCATION FOR CHILDEN IN K THRU 12 GRADES. | $421,145 | 2020 |
| GREEN AMERICAWASHINGTON, DC | TO SUPPORRT THE ORGANIZATION'S MISSION TO STRENGTHEN CONSUMERS, INVESTORS, BUSINESSES, AND THE MARKETPLACE TO CREATE A SOCIALLY JUST AND ENVIRONMENTALLY SUSTAINABLE SOCIETY. | $400,000 | 2021 |
| THE MILKEN INSTITUTEWASHINGTON, DC | TO HELP SUPPORT HELPING PEOPLE PURSUE EDUCATION AND GAINFUL EMPLOYMENT. | $393,000 | 2023 |
| THE MILKEN INSTITUTEWASHINGTON, DC | TO HELP SUPPORT HELPING PEOPLE PURSUE EDUCATION AND GAINFUL EMPLOYMENT. | $392,500 | 2021 |
| GRID ALTERNATIVESOAKLAND, CA | TO HELP SUPPORT THE PORGRAMS TO MAKE SOLAR PV TECHNOLOGY PRACTICAL AND ACCESSIBLE FOR LOW-INCOME COMMUNITIES, WHILE PROVIDING PATHWAYS TO CLEAN ENERGY JOBS. | $350,000 | 2021 |
| ARTISTS FOR HUMANITYBOSTON, MA | TO SUPPORT UNDER-RESOURCED TEENS THE KEYS TO SELF-SUFFICENCY THROUGH PAID EMPLOYMENT IN ART AND DESIGN. | $332,000 | 2020 |
| YEAR UPBOSTON, MA | TO HELP SUPPORT EDUCATION AND JUSTICE FOR ALL YOUNG ADULTS. | $300,000 | 2020 |
| THE OHIO STATE UNIVERSITY FOUNDATIONCOLUMBUS, OH | BIOLOGICAL SCIENCE INITATIVES TO HELP FURTHER CRITCIAL MEDICAL RESEARCH | $300,000 | 2023 |
| THE OHIO STATE UNIVERSITY FOUNDATIONCOLUMBUS, OH | BIOLOGICAL SCIENCE INITATIVES TO HELP FURTHER CRITCIAL MEDICAL RESEARCH | $300,000 | 2024 |
| NATIONAL JEWISH HEALTHDENVER, CO | TO SUPPORT THE TREATMENT AND RESEARCH OF RESPIRATORY, CARDIOVASCULAR, RHEUMATOLOGIC, AUTOIMMUNE, INFLAMOOATORY AND IMMUNOLOGIC DISEASES. | $293,651 | 2024 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCOSAN FRANCISCO, CA | TO HELP FURTHER CRITICAL MEDICAL RESEARCH | $287,500 | 2024 |
| UNIVERSITY OF CALIFORNIA SAN FRANCISCOSAN FRANCISCO, CA | TO HELP FURTHER CRITICAL MEDICAL RESEARCH | $287,500 | 2023 |
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-PF · FY2023 · period ending Nov 30, 2023IRS bulk XML
Filing id 202402839349101250
Form 990-PF · FY2022 · period ending Nov 30, 2022
Filing id 202312859349100811
Form 990-PF · FY2021 · period ending Nov 30, 2021
Filing id 202242859349101014
Form 990-PF · FY2020 · period ending Nov 30, 2020
Filing id 202120639349100102
Form 990-PF · FY2019 · period ending Nov 30, 2019
Filing id 202040669349100529
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.