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 | $172,508,463 | $52,686,406 | $32,209,329 | $2,798,247,960 | $1,531,215,570 |
| FY2023 | 990 | $113,438,486 | $46,052,746 | $22,807,596 | $1,147,511,717 | $1,125,477,097 |
| FY2022 | 990 | $315,298,982 | $29,200,176 | $19,248,681 | $988,407,109 | $970,923,672 |
| FY2021 | 990 | $57,111,837 | $28,773,419 | $18,578,950 | $842,030,994 | $835,984,437 |
| FY2020 | 990 | $48,530,151 | $28,054,629 | $16,623,686 | $642,455,669 | $635,208,914 |
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 17% 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 |
|---|---|---|---|---|
| UNIVERSITY OF MASSACHUSETTSBOSTON, MA | SEE PART IV | $32,148,135 | 2025 | |
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 |
|---|---|---|---|
| Robert J Manning | DIRECTOR/CHAIR | 1.00 | $0 |
| Victor Woolridge | DIRECTOR/TREASURER | 1.00 | $0 |
| Maria D Furman | DIRECTOR/SECRETARY | 1.00 | $0 |
| Nathan P Chesley | DIRECTOR |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| SEE PART IV |
| $22,807,596 |
| 2023 |
| UNIVERSITY OF MASSACHUSETTSSHREWSBURY, MA | SEE PART IV | $19,248,681 | 2022 |
| UNIVERSITY OF MASSACHUSETTSSHREWSBURY, MA | SEE PART IV | $18,578,950 | 2021 |
| UNIVERSITY OF MASSACHUSETTSSHREWSBURY, MA | SEE PART IV | $16,623,686 | 2020 |
| BERKSHIRE HEALTH SYSTEMS INCPITTSFIELD, MA | TO SUPPORT MEDICAL EDUCATION AT BERKSHIRE MEDCIAL CENTER | $58,346 | 2025 |
| 1.00 |
| $0 |
| Jose J Cortez | DIRECTOR | 1.00 | $0 |
| Katherine P Craven | DIRECTOR | 1.00 | $0 |
| Edward H D'Alelio | DIRECTOR | 1.00 | $0 |
| Jose F Demedeiros | DIRECTOR | 1.00 | $0 |
| Daniel E Feder | DIRECTOR | 1.00 | $0 |
| Grace K Fey | DIRECTOR | 1.00 | $0 |
| Warren J Isabelle | DIRECTOR | 1.00 | $0 |
| Philip W Johnston | DIRECTOR (UNTIL 4/25) | 1.00 | $0 |
| R Norman Peters Esq | DIRECTOR | 1.00 | $0 |
| Paul T Quistberg | DIRECTOR | 1.00 | $0 |
| Robert R Reitano | DIRECTOR | 1.00 | $0 |
| Suzanne L Stefany | DIRECTOR | 1.00 | $0 |
| James R Julian Jr | CHIEF EXECUTIVE OFFICER | 40.00 | $1,014,591 |
| Barry Morrison | CHIEF FINANCIAL OFFICER | 40.00 | $404,666 |
| Paul Dawley | GENERAL COUNSEL | 40.00 | $355,810 |
| Jonathan Gibbons | CHIEF INVESTMENT OFFICER | 40.00 | $1,469,690 |
| Katherine D Targett | CHIEF DIGITAL INFORMATION OFFICER | 40.00 | $248,215 |
| Geoffrey Bowes | MANAGING DIRECTOR, INVESTMENT TEAM | 40.00 | $563,826 |
| Derek Wade | DIRECTOR OF INVESTMENT OPERATIONS | 40.00 | $312,757 |
| Hsungwen Chang | DIRECTOR OF INVESTMENT (UNTIL 9/25) | 40.00 | $292,734 |
| Qing Wan | CONTROLLER | 40.00 | $193,106 |
| William K Chase | SR. DIR. OF IT INFRASTRUCTER & SECURITY | 40.00 | $190,305 |
| Theresa Curry | VP FOR DEV & CE (UNTIL 1/25) | 40.00 | $180,963 |
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 Jun 30, 2024IRS bulk XML
Filing id 202541359349312684
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202431369349310888
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202321359349308972
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202241369349310084
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202121349349304852
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202001369349300515
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201901219349301235
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201831179349300928
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201720889349300817
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.