STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BOSTON MARINE SOCIETY

Cite this

Plain text BOSTON MARINE SOCIETY. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/042139204. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). BOSTON MARINE SOCIETY [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/042139204

MLA “BOSTON MARINE SOCIETY.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/042139204. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $1.6M · expenses $993K · assets $27.3M

EIN
04-2139204
Address
100 1ST AVE SUITE 102, CHARLESTOWN, MA 02129-2043
Website
BOSTONMARINESOCIETY.ORG
NTEE code
-
Subsection
501(c)(4)
Ruling year
1938
Cross-check
ProPublica Nonprofit Explorer

Mission

PROMOTE KNOWLEDGE OF THE COAST, RELIEVE MEMBERS AND FAMILIES OF POVERTY, AND FINANCIALLY ASSIST IN THE EDUCATION AND TRAINING OF MARITIME ACADEMY STUDENTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Lisa V Walsh EXECUTIVE DIRECTOR2020-2024 $146,544$626,260 1
Unpaid officers and directors · 25 people
NameLatest titleYearsOrganizations
Captain Peter J Lawrence TRUSTEE2010-2024 1
Captain Stefan J Palmer TRUSTEE2010-2024 1
Captain Bruce F Porter TRUSTEE2010-2024 1
Captain Andrew Triandafilou TRUSTEE2010-2024 1
Captain Michael R Burns Jr SECRETARY2015-2024 1
Captain Robert A Kolofsky TRUSTEE EMERITUS2010-2024 1
Captain Jay C Burgess TRUSTEE2016-2024 1
Captain Charles G Gifford TRUSTEE2010-2024 1
Captain Jeffrey J Havlicek TRUSTEE2010-2024 1
Captain A Ross Pope TRUSTEE EMERITUS2016-2024 1
Captain Carl A Pottey TRUSTEE2010-2024 1
Captain David L Hagner TRUSTEE2019-2024 1
Captain John N Healey TRUSTEE2021-2024 1
Captain Richard R Cunio VICE PRESIDENT2013-2024 1
Captain Martin E Conroy Jr TREASURER2011-2024 1
Captain John F Mulderig PRESIDENT2015-2024 1
Martha R Bagley Esq ASSISTANT SECRETARY/TREASU2014-2024 2
Captain David E Cox (former) Trustee2010-2015 2
Captain Joseph K Fitzpatrick (former) President2010-2015 1
Captain Michael R Burns (former) Trustee2014 1
Captain James P Crane (former) Secretary2010-2014 1
Captain Harold W Coburn (former) Trustee2010-2013 2
Captain Thomas S Laird (former) Trustee2010-2012 1
Ralph R Bagley (former) Assistant Treasurer/Secret2010-2012 1
Captain Martin E Conroy (former) Trustee2010 1

People by year

2024 · 18 people listed · 1 paid, $147K · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA V WALSH EXECUTIVE DIRECTOR40 $146,544$0$0 $146,5441
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR SECRETARY2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD TRUSTEE2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN CARL A POTTEY TRUSTEE2 $0$0$0 $01
CAPTAIN DAVID L HAGNER TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN N HEALEY TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO VICE PRESIDENT2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR TREASURER2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG PRESIDENT2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
2023 · 18 people listed · 1 paid, $138K · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA V WALSH EXECUTIVE DIRECTOR40 $138,165$0$0 $138,1651
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR SECRETARY2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD TRUSTEE2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN CARL A POTTEY TRUSTEE2 $0$0$0 $01
CAPTAIN DAVID L HAGNER TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN N HEALEY TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO VICE PRESIDENT2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR TREASURER2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG PRESIDENT2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
2022 · 18 people listed · 1 paid, $119K · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA V WALSH EXECUTIVE DIRECTOR40 $118,657$0$0 $118,6571
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR TRUSTEE2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN CARL A POTTEY TRUSTEE2 $0$0$0 $01
CAPTAIN DAVID L HAGNER TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN N HEALEY TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO TREASURER2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR SECRETARY2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD PRESIDENT2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG VICE PRESIDENT2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
2021 · 18 people listed · 1 paid, $115K · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA V WALSH EXECUTIVE DIRECTOR40 $115,221$0$0 $115,2211
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO TREASURER2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR SECRETARY2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR TRUSTEE2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD PRESIDENT2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG VICE PRESIDENT2 $0$0$0 $01
CAPTAIN CARL A POTTEY TRUSTEE2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
CAPTAIN DAVID L HAGNER TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN N HEALEY TRUSTEE2 $0$0$0 $01
2020 · 17 people listed · 1 paid, $108K · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LISA V WALSH EXECUTIVE DIRECTOR40 $107,673$0$0 $107,6731
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO TREASURER2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR SECRETARY2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR TRUSTEE2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD PRESIDENT2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG VICE PRESIDENT2 $0$0$0 $01
CAPTAIN CARL A POTTEY TRUSTEE2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
CAPTAIN DAVID L HAGNER TRUSTEE2 $0$0$0 $01
2019 · 16 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO TREASURER2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR SECRETARY2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR TRUSTEE2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE EMERITUS2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD PRESIDENT2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG VICE PRESIDENT2 $0$0$0 $01
CAPTAIN CARL A POTTEY TRUSTEE2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
CAPTAIN DAVID L HAGNER TRUSTEE2 $0$0$0 $01
2018 · 15 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
CAPTAIN PETER J LAWRENCE TRUSTEE2 $0$0$0 $01
CAPTAIN STEFAN J PALMER TRUSTEE2 $0$0$0 $01
CAPTAIN BRUCE F PORTER TRUSTEE2 $0$0$0 $01
CAPTAIN RICHARD R CUNIO TREASURER2 $0$0$0 $01
CAPTAIN ANDREW TRIANDAFILOU TRUSTEE2 $0$0$0 $01
CAPTAIN MARTIN E CONROY JR TRUSTEE2 $0$0$0 $01
CAPTAIN MICHAEL R BURNS JR TRUSTEE2 $0$0$0 $01
CAPTAIN ROBERT A KOLOFSKY TRUSTEE2 $0$0$0 $01
CAPTAIN JAY C BURGESS TRUSTEE2 $0$0$0 $01
CAPTAIN CHARLES G GIFFORD VICE PRESIDENT2 $0$0$0 $01
CAPTAIN JEFFREY J HAVLICEK TRUSTEE2 $0$0$0 $01
CAPTAIN A ROSS POPE TRUSTEE2 $0$0$0 $01
CAPTAIN JOHN F MULDERIG SECRETARY2 $0$0$0 $01
CAPTAIN CARL A POTTEY PRESIDENT2 $0$0$0 $01
MARTHA R BAGLEY ESQ ASSISTANT SECRETARY/TREASU2 $0$0$0 $02
2017 · 15 people listed · none paid · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Richard R Cunio Treasurer2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Michael R Burns Jr Trustee2 $0$0$0 $01
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain Jay C Burgess Trustee2 $0$0$0 $01
Captain Charles G Gifford Vice President2 $0$0$0 $01
Captain Jeffrey J Havlicek Trustee2 $0$0$0 $01
Captain A Ross Pope Trustee2 $0$0$0 $01
Captain John F Mulderig Secretary2 $0$0$0 $01
Captain Carl A Pottey President2 $0$0$0 $01
Martha R Bagley Esq Assistant Secretary/Treasu2 $0$0$0 $02
2016 · 15 people listed · none paid · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Richard R Cunio Treasurer2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Michael R Burns Jr Trustee2 $0$0$0 $01
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain Jay C Burgess Trustee2 $0$0$0 $01
Captain Charles G Gifford Vice President2 $0$0$0 $01
Captain Jeffrey J Havlicek Trustee2 $0$0$0 $01
Captain A Ross Pope Trustee2 $0$0$0 $01
Captain John F Mulderig Secretary2 $0$0$0 $01
Captain Carl A Pottey President2 $0$0$0 $01
Martha R Bagley Esq Assistant Secretary/Treasu2 $0$0$0 $02
2015 · 15 people listed · none paid · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Richard R Cunio Secretary2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Michael R Burns Jr Trustee2 $0$0$0 $01
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain David E Cox Trustee2 $0$0$0 $02
Captain Charles G Gifford Treasurer2 $0$0$0 $01
Captain Jeffrey J Havlicek Trustee (Former President)2 $0$0$0 $01
Captain Joseph K Fitzpatrick President2 $0$0$0 $01
Captain John F Mulderig Trustee2 $0$0$0 $01
Captain Carl A Pottey Vice President2 $0$0$0 $01
Martha R Bagley Esq Assistant Secretary/Treasu2 $0$0$0 $02
2014 · 15 people listed · none paid · 3 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Richard R Cunio Trustee2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Michael R Burns Trustee2 $0$0$0 $01
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain David E Cox Trustee2 $0$0$0 $02
Captain Charles G Gifford Trustee2 $0$0$0 $01
Captain Jeffrey J Havlicek President2 $0$0$0 $01
Captain Joseph K Fitzpatrick Vice President2 $0$0$0 $01
Captain James P Crane Secretary2 $0$0$0 $01
Captain Carl A Pottey Treasurer2 $0$0$0 $01
Martha R Bagley Esq Assistant Secretary/Treasurer2 $0$0$0 $02
2013 · 14 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Richard R Cunio Trustee2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Harold W Coburn Trustee2 $0$0$0 $02
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain David E Cox Trustee2 $0$0$0 $02
Captain Charles G Gifford Trustee2 $0$0$0 $01
Captain Jeffrey J Havlicek President2 $0$0$0 $01
Captain Joseph K Fitzpatrick Vice President2 $0$0$0 $01
Captain James P Crane Secretary2 $0$0$0 $01
Captain Carl A Pottey Treasurer2 $0$0$0 $01
2012 · 15 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Thomas S Laird Trustee2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Harold W Coburn Trustee2 $0$0$0 $02
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain James P Crane Trustee2 $0$0$0 $01
Captain Charles G Gifford Trustee2 $0$0$0 $01
Captain Jeffrey J Havlicek President2 $0$0$0 $01
Captain David E Cox Vice President2 $0$0$0 $02
Captain Joseph K Fitzpatrick Secretary2 $0$0$0 $01
Captain Carl A Pottey Treasurer2 $0$0$0 $01
Ralph R Bagley Assistant Treasurer/Secret2 $0$0$0 $01
2011 · 15 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee2 $0$0$0 $01
Captain Stefan J Palmer Trustee2 $0$0$0 $01
Captain Bruce F Porter Trustee2 $0$0$0 $01
Captain Carl A Pottey Trustee2 $0$0$0 $01
Captain Andrew Triandafilou Trustee2 $0$0$0 $01
Captain Martin E Conroy Jr Trustee2 $0$0$0 $01
Captain Harold W Coburn Trustee2 $0$0$0 $02
Captain Robert A Kolofsky Trustee2 $0$0$0 $01
Captain James P Crane Trustee2 $0$0$0 $01
Captain Charles G Gifford Trustee2 $0$0$0 $01
Captain David E Cox President2 $0$0$0 $02
Captain Jeffrey J Havlicek Vice President2 $0$0$0 $01
Captain Joseph K Fitzpatrick Treasurer2 $0$0$0 $01
Captain Thomas S Laird Secretary2 $0$0$0 $01
Ralph R Bagley Assistant Treasurer/Secret2 $0$0$0 $01
2010 · 15 people listed · none paid · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Captain Peter J Lawrence Trustee- $0$0$0 $01
Captain Stefan J Palmer Trustee- $0$0$0 $01
Captain Bruce F Porter Trustee- $0$0$0 $01
Captain Carl A Pottey Trustee- $0$0$0 $01
Captain Andrew Triandafilou Trustee- $0$0$0 $01
Captain Martin E Conroy Trustee- $0$0$0 $01
Captain Harold W Coburn Trustee- $0$0$0 $02
Captain Robert A Kolofsky Trustee- $0$0$0 $01
Captain James P Crane Trustee- $0$0$0 $01
Captain Charles G Gifford Trustee- $0$0$0 $01
Captain David E Cox President- $0$0$0 $02
Captain Jeffrey J Havlicek Vice President- $0$0$0 $01
Captain Joseph K Fitzpatrick Treasurer- $0$0$0 $01
Captain Thomas S Laird Secretary- $0$0$0 $01
Ralph R Bagley Assistant Treasurer/Secret- $0$0$0 $01

Highest-paid independent contractors

2024 · 1 contractor · $153K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$153,424
2023 · 1 contractor · $139K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$139,363
2022 · 1 contractor · $141K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$141,213
2021 · 1 contractor · $152K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$151,681
2020 · 1 contractor · $130K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$129,996
2019 · 1 contractor · $127K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$126,792
2018 · 1 contractor · $128K
NameLocationServicePaid
MORGAN STANLEYNORWELL, MAINVESTMENT MANAGEMENT$128,304
2017 · 1 contractor · $122K
NameLocationServicePaid
Morgan StanleyNorwell, MAInvestment Management$122,483
2016 · 1 contractor · $114K
NameLocationServicePaid
Morgan StanleyNorwell, MAInvestment Management$114,386
2015 · 1 contractor · $117K
NameLocationServicePaid
Morgan StanleyNorwell, MAInvestment Management$117,316

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 4 grants to organizations · $58K

Listed grants add up to $57,500; the return's “grants paid” expense line says $197,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2023 · 3 grants to organizations · $50K

Listed grants add up to $50,000; the return's “grants paid” expense line says $184,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2022 · 5 grants to organizations · $63K

Listed grants add up to $63,000; the return's “grants paid” expense line says $185,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 8 grants to organizations · $75K

Listed grants add up to $75,000; the return's “grants paid” expense line says $184,500. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 9 grants to organizations · $78K

Listed grants add up to $77,500; the return's “grants paid” expense line says $184,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2019 · 10 grants to organizations · $95K

Listed grants add up to $95,000; the return's “grants paid” expense line says $189,100. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2018 · 9 grants to organizations · $85K

Listed grants add up to $85,000; the return's “grants paid” expense line says $209,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 8 grants to organizations · $81K

Listed grants add up to $81,000; the return's “grants paid” expense line says $184,300. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2016 · 11 grants to organizations · $97K

Listed grants add up to $97,050; the return's “grants paid” expense line says $194,750. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2015 · 9 grants to organizations · $85K

Listed grants add up to $85,000; the return's “grants paid” expense line says $174,230. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2014 · 8 grants to organizations · $65K

Listed grants add up to $65,000; the return's “grants paid” expense line says $159,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2013 · 9 grants to organizations · $80K

Listed grants add up to $80,000; the return's “grants paid” expense line says $159,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2012 · 7 grants to organizations · $65K

Listed grants add up to $65,000; the return's “grants paid” expense line says $157,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2011 · 4 grants to organizations · $60K

Listed grants add up to $60,000; the return's “grants paid” expense line says $186,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2010 · 5 grants to organizations · $65K

Listed grants add up to $65,000; the return's “grants paid” expense line says $191,000. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$1,553,810$992,726 $27,336,320$25,842,511 $142,109$11,200 $146,54420
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$630,699$904,538 $24,409,964$24,191,880 $22,485$9,730 $138,16530
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$913,011$789,699 $22,733,633$22,383,701 $45,050$0 $118,65720
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$1,915,331$731,843 $26,162,605$26,111,712 $66,342$0 $115,22120
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$616,398$720,754 $24,081,356$24,027,478 $52,031$0 $107,67320
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$1,162,590$815,197 $22,833,410$22,782,049 $66,865$10,040 $020
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$1,206,677$806,551 $20,327,804$20,276,702 $120,780$8,050 $020
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$1,268,920$792,299 $21,793,321$21,747,760 $98,960$11,925 $030
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,218,652$738,578 $20,106,972$20,070,273 $66,800$7,640 $030
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$748,540$746,443 $19,860,114$19,822,837 $89,560$7,920 $030
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$1,470,195$630,630 $20,901,973$20,891,940 $102,284$7,320 $030
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$883,740$648,615 $20,261,756$20,246,921 $88,970$7,320 $020
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$956,958$605,428 $18,574,919$18,565,684 $63,460$7,315 $020
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$2,791,228$608,824 $17,273,667$17,270,829 $90,800$6,720 $020
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$624,601$608,594 $17,371,815$17,367,706 $88,435$7,200 $020

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CFA SOCIETY BOSTON INCMANot reported $2,419,772$2,588,166 CHIEF EXECUTIVE OFFICER$322,300 Similar name, revenue within 2x, same state
MAS BOSTON SOCIETY INCMAX40 $3,286,832$3,083,919 IMAM$152,000 Similar name, revenue within 5x, same state
THE BOSTON SOCIETY INCMAB60 $354,135$318,589 EXECUTIVE DI$153,310 Similar name, revenue within 5x, same state
SWISS SOCIETY OF BOSTONMANot reported $19,087$17,456 PRESIDENT$0 Similar name, revenue differs more than 10x, same state
BOSTON MAGAR SOCIETYMAE12 $6,434$4,661 PRESIDENT$0 Similar name, revenue differs more than 10x, same state
BOSTON LIBRARY SOCIETYMANot reported $38,495$54,759 DIRECTOR$382,772 Similar name, revenue differs more than 10x, same state
BOSTON HUB SOCIETY INCMAW99 $77,346$85,316 DIRECTOR, PRESIDENT$0 Similar name, revenue differs more than 10x, same state
MARINE SOCIETY AT SALEMMANot reported $151,670$173,467 ASSISTANT TREASURER$5,000 Similar name, revenue differs more than 10x, same state
EIRE SOCIETY OF BOSTONMANot reported $51,307$41,145 President$0 Similar name, revenue differs more than 10x, same state

Who funds organizations like this

Grantors that funded the 9 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$269,7283 12016–2019 MAS BOSTON SOCIETY INC
PROTEUS FUND INC DAF sponsor$85,7834 12014–2018 MAS BOSTON SOCIETY INC
NATIONAL PHILANTHROPIC TR DAF sponsor$68,0003 12016–2018 MAS BOSTON SOCIETY INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$59,5403 12020–2022 MAS BOSTON SOCIETY INC
BOSTON FOUNDATION INC DAF sponsor$20,0001 12016–2016 MAS BOSTON SOCIETY INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$3,0001 12016–2016 MAS BOSTON SOCIETY INC
JPMORGAN CHASE FOUNDATION Private foundation$1,0001 12015–2015 MAS BOSTON SOCIETY INC
AMAZONSMILE FOUNDATION Private foundation$2268 22020–2023 SWISS SOCIETY OF BOSTON; THE BOSTON SOCIETY INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $992,726 spent · pay $154,088 · grants $197,500 · events $147,863
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $153,424-$153,424- 15.5%
Conferences, conventions and meetings $147,863$147,863-- 14.9%
Other salaries and wages $138,718$69,359$69,359- 14.0%
Occupancy $137,574$68,787$68,787- 13.9%
Grants to US organizations and governments $107,500$107,500-- 10.8%
Grants to US individuals $90,000$90,000-- 9.1%
Insurance $62,726-$62,726- 6.3%
Other (as described)MISCELLANEOUS $45,906$0$45,906- 4.6%
Fees: accounting $27,133-$27,133- 2.7%
Other (as described)GIFTS $26,487$0$26,487- 2.7%
Travel $14,814-$14,814- 1.5%
Office expenses $11,708$5,854$5,854- 1.2%
Payroll taxes $10,852$5,426$5,426- 1.1%
Other (as described)TELEPHONE $5,046$5,046$0- 0.5%
Other employee benefits $4,518$2,259$2,259- 0.5%
Other (as described)POSTAGE $4,214$4,214$0- 0.4%
Depreciation and depletion $2,333$1,167$1,166- 0.2%
Fees: legal $1,700-$1,700- 0.2%
All other expenses $210-$210- 0.0%
Total$992,726100%

View the filing

2023 · Form 990 · $904,538 spent · pay $128,683 · grants $184,000 · events $112,660
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $155,613$77,806$77,807- 17.2%
Fees: investment management $139,363-$139,363- 15.4%
Other salaries and wages $115,705$57,852$57,853- 12.8%
Conferences, conventions and meetings $112,660$112,660-- 12.5%
Grants to US organizations and governments $102,500$102,500-- 11.3%
Grants to US individuals $81,500$81,500-- 9.0%
Insurance $50,864-$50,864- 5.6%
Other (as described)MISCELLANEOUS $40,688$0$40,688- 4.5%
Other (as described)GIFTS $29,052$0$29,052- 3.2%
Fees: accounting $21,462-$21,462- 2.4%
Office expenses $20,492$10,246$10,246- 2.3%
Travel $9,937-$9,937- 1.1%
Payroll taxes $8,390$4,195$4,195- 0.9%
Other employee benefits $4,588$2,294$2,294- 0.5%
Other (as described)TELEPHONE $3,865$3,865$0- 0.4%
Depreciation and depletion $2,954$1,477$1,477- 0.3%
Other (as described)POSTAGE $2,724$2,724$0- 0.3%
Fees: legal $1,925-$1,925- 0.2%
All other expenses $256-$256- 0.0%
Total$904,538100%

View the filing

2022 · Form 990 · $789,699 spent · pay $111,791 · grants $185,000 · events $30,307
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $151,911$75,956$75,955- 19.2%
Fees: investment management $141,213-$141,213- 17.9%
Grants to US organizations and governments $106,000$106,000-- 13.4%
Other salaries and wages $99,894$49,947$49,947- 12.6%
Grants to US individuals $79,000$79,000-- 10.0%
Insurance $52,568-$52,568- 6.7%
Other (as described)MISCELLANEOUS $45,615$0$45,615- 5.8%
Conferences, conventions and meetings $30,307$30,307-- 3.8%
Fees: accounting $19,912-$19,912- 2.5%
Other (as described)GIFTS $19,557$0$19,557- 2.5%
Office expenses $9,204$4,602$4,602- 1.2%
Travel $7,972-$7,972- 1.0%
Payroll taxes $7,604$3,802$3,802- 1.0%
Other (as described)TELEPHONE $5,629$5,629$0- 0.7%
Depreciation and depletion $4,439$2,220$2,219- 0.6%
Other employee benefits $4,293$2,147$2,146- 0.5%
Other (as described)POSTAGE $2,631$2,631$0- 0.3%
Fees: legal $1,700-$1,700- 0.2%
All other expenses $250-$250- 0.0%
Total$789,699100%

View the filing

2021 · Form 990 · $731,843 spent · pay $126,008 · grants $184,500 · events $24,565
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $151,681-$151,681- 20.7%
Occupancy $134,172$67,086$67,086- 18.3%
Other salaries and wages $112,928$56,464$56,464- 15.4%
Grants to US organizations and governments $105,000$105,000-- 14.3%
Grants to US individuals $79,500$79,500-- 10.9%
Insurance $47,111-$47,111- 6.4%
Conferences, conventions and meetings $24,565$24,565-- 3.4%
Fees: accounting $19,031-$19,031- 2.6%
Other (as described)MISCELLANEOUS $17,841-$17,841- 2.4%
Payroll taxes $8,997$4,498$4,499- 1.2%
Other (as described)GIFTS $6,620-$6,620- 0.9%
Office expenses $5,959$2,979$2,980- 0.8%
Other (as described)TELEPHONE $4,958$2,479$2,479- 0.7%
Depreciation and depletion $4,488$2,244$2,244- 0.6%
Other employee benefits $4,083$2,041$2,042- 0.6%
Other (as described)POSTAGE $2,087$2,087-- 0.3%
Travel $1,634-$1,634- 0.2%
Fees: legal $938-$938- 0.1%
All other expenses $250-$250- 0.0%
Total$731,843100%

View the filing

2020 · Form 990 · $720,754 spent · pay $124,440 · grants $184,000 · events $12,721
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $135,473$67,736$67,737- 18.8%
Fees: investment management $129,996-$129,996- 18.0%
Other salaries and wages $111,399$55,699$55,700- 15.5%
Grants to US organizations and governments $105,000$105,000-- 14.6%
Grants to US individuals $79,000$79,000-- 11.0%
Insurance $46,021-$46,021- 6.4%
Other (as described)GIFTS $34,100-$34,100- 4.7%
Fees: accounting $18,169-$18,169- 2.5%
Other (as described)MISCELLANEOUS $14,310-$14,310- 2.0%
Conferences, conventions and meetings $12,721$12,721-- 1.8%
Payroll taxes $9,077$4,539$4,538- 1.3%
Office expenses $5,927$2,963$2,964- 0.8%
Other (as described)TELEPHONE $5,155$2,577$2,578- 0.7%
Travel $4,146-$4,146- 0.6%
Other employee benefits $3,964$1,982$1,982- 0.5%
Depreciation and depletion $3,539$1,769$1,770- 0.5%
Other (as described)POSTAGE $2,507$2,507-- 0.3%
All other expenses $250-$250- 0.0%
Total$720,754100%

View the filing

2019 · Form 990 · $815,197 spent · pay $121,369 · grants $189,100 · events $100,121
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $136,601$68,300$68,301- 16.8%
Fees: investment management $126,564-$126,564- 15.5%
Grants to US organizations and governments $110,000$110,000-- 13.5%
Other salaries and wages $109,024$54,512$54,512- 13.4%
Conferences, conventions and meetings $100,121$100,121-- 12.3%
Grants to US individuals $79,100$79,100-- 9.7%
Insurance $45,101-$45,101- 5.5%
Other (as described)MISCELLANEOUS $27,301-$27,301- 3.3%
Other (as described)GIFTS $19,387-$19,387- 2.4%
Fees: accounting $17,989-$17,989- 2.2%
Travel $10,411-$10,411- 1.3%
Office expenses $9,413$4,706$4,707- 1.2%
Payroll taxes $8,502$4,251$4,251- 1.0%
Other (as described)TELEPHONE $5,142$2,571$2,571- 0.6%
Depreciation and depletion $4,014$2,007$2,007- 0.5%
Other employee benefits $3,843$1,921$1,922- 0.5%
Other (as described)POSTAGE $1,515$1,515-- 0.2%
Fees: other services $900-$900- 0.1%
All other expenses $269-$269- 0.0%
Total$815,197100%

View the filing

2018 · Form 990 · $806,551 spent · pay $115,737 · grants $209,000 · events $93,511
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $129,739$64,870$64,869- 16.1%
Fees: investment management $128,095-$128,095- 15.9%
Grants to US individuals $109,000$109,000-- 13.5%
Other salaries and wages $104,082$52,040$52,042- 12.9%
Grants to US organizations and governments $100,000$100,000-- 12.4%
Conferences, conventions and meetings $93,511$93,511-- 11.6%
Insurance $37,096-$37,096- 4.6%
Other (as described)GIFTS $22,820-$22,820- 2.8%
Other (as described)MISCELLANEOUS $21,293-$21,293- 2.6%
Fees: accounting $17,213-$17,213- 2.1%
Office expenses $8,080$4,040$4,040- 1.0%
Payroll taxes $8,065$4,033$4,032- 1.0%
Travel $5,953-$5,953- 0.7%
Fees: other services $5,919-$5,919- 0.7%
Depreciation and depletion $5,484$2,742$2,742- 0.7%
Other (as described)TELEPHONE $4,368$2,184$2,184- 0.5%
Other employee benefits $3,590$1,795$1,795- 0.4%
Other (as described)POSTAGE $1,972$1,972-- 0.2%
All other expenses $271-$271- 0.0%
Total$806,551100%

View the filing

2017 · Form 990 · $792,299 spent · pay $116,771 · grants $184,300 · events $132,318
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $135,325$67,663$67,662- 17.1%
Conferences, conventions and meetings $132,318$132,318-- 16.7%
Fees: investment management $122,401-$122,401- 15.4%
Grants to US organizations and governments $105,300$105,300-- 13.3%
Other salaries and wages $105,046$52,523$52,523- 13.3%
Grants to US individuals $79,000$79,000-- 10.0%
Insurance $30,093-$30,093- 3.8%
Other (as described)Miscellaneous $19,716-$19,716- 2.5%
Fees: accounting $16,374-$16,374- 2.1%
Other (as described)Gifts $10,720-$10,720- 1.4%
Payroll taxes $8,040$4,020$4,020- 1.0%
Office expenses $7,425$3,713$3,712- 0.9%
Travel $5,725-$5,725- 0.7%
Other (as described)Telephone $4,201$2,101$2,100- 0.5%
Other employee benefits $3,685$1,843$1,842- 0.5%
Fees: other services $2,705-$2,705- 0.3%
Depreciation and depletion $2,020$1,010$1,010- 0.3%
Other (as described)Postage $1,955$1,955-- 0.2%
All other expenses $250-$250- 0.0%
Total$792,299100%

View the filing

2016 · Form 990 · $738,578 spent · pay $92,313 · grants $194,750 · events $63,019
LineAs describedTotalProgramManagementFundraisingShare
Occupancy $127,276$63,638$63,638- 17.2%
Fees: investment management $113,734-$113,734- 15.4%
Grants to US organizations and governments $105,550$105,550-- 14.3%
Grants to US individuals $89,200$89,200-- 12.1%
Other salaries and wages $82,960$41,480$41,480- 11.2%
Conferences, conventions and meetings $63,019$63,019-- 8.5%
Other (as described)Miscellaneous $38,802-$38,802- 5.3%
Insurance $31,411-$31,411- 4.3%
Other (as described)Gifts $30,880-$30,880- 4.2%
Fees: accounting $15,634-$15,634- 2.1%
Depreciation and depletion $11,779$5,889$5,890- 1.6%
Office expenses $9,706$4,853$4,853- 1.3%
Payroll taxes $6,477$3,238$3,239- 0.9%
Other (as described)Telephone $3,966$1,983$1,983- 0.5%
Travel $3,555-$3,555- 0.5%
Other employee benefits $2,876$1,438$1,438- 0.4%
Other (as described)Postage $1,412$1,412-- 0.2%
All other expenses $250-$250- 0.0%
Fees: legal $91$91-- 0.0%
Total$738,578100%

View the filing

2015 · Form 990 · $746,443 spent · pay $120,410 · grants $174,230 · events $65,959
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $117,137-$117,137- 15.7%
Other salaries and wages $109,006$54,503$54,503- 14.6%
Occupancy $97,481$48,740$48,741- 13.1%
Grants to US organizations and governments $95,230$95,230-- 12.8%
Grants to US individuals $79,000$79,000-- 10.6%
Conferences, conventions and meetings $65,959$65,959-- 8.8%
Other (as described)Miscellaneous $51,335-$51,335- 6.9%
Insurance $46,488-$46,488- 6.2%
Office expenses $30,965$15,482$15,483- 4.1%
Fees: accounting $14,913-$14,913- 2.0%
Other (as described)Gifts $10,070-$10,070- 1.3%
Payroll taxes $8,615$4,307$4,308- 1.2%
Depreciation and depletion $4,833$2,416$2,417- 0.6%
Other (as described)Telephone $4,711$2,355$2,356- 0.6%
Travel $4,091-$4,091- 0.5%
Other employee benefits $2,789$1,394$1,395- 0.4%
Other (as described)Postage $1,443$1,443-- 0.2%
Fees: other services $1,305-$1,305- 0.2%
Fees: legal $822$822-- 0.1%
All other expenses $250-$250- 0.0%
Total$746,443100%

View the filing

2014 · Form 990 · $630,630 spent · pay $102,121 · grants $159,000 · events $67,038
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $118,713-$118,713- 18.8%
Other salaries and wages $92,149$46,074$46,075- 14.6%
Grants to US organizations and governments $89,000$89,000-- 14.1%
Occupancy $70,864$35,432$35,432- 11.2%
Grants to US individuals $70,000$70,000-- 11.1%
Conferences, conventions and meetings $67,038$67,038-- 10.6%
Insurance $36,397-$36,397- 5.8%
Other (as described)Gifts $21,709-$21,709- 3.4%
Fees: accounting $14,733-$14,733- 2.3%
Office expenses $13,065$6,532$6,533- 2.1%
Other (as described)Miscellaneous $12,629-$12,629- 2.0%
Payroll taxes $7,270$3,635$3,635- 1.2%
Travel $4,429-$4,429- 0.7%
Other (as described)Telephone $3,756$1,878$1,878- 0.6%
Fees: lobbying $2,859$2,859-- 0.5%
Other employee benefits $2,702$1,351$1,351- 0.4%
Other (as described)Postage $1,669$1,669-- 0.3%
Depreciation and depletion $1,048$524$524- 0.2%
Fees: legal $350$350-- 0.1%
All other expenses $250-$250- 0.0%
Total$630,630100%

View the filing

2013 · Form 990 · $648,615 spent · pay $100,647 · grants $159,000 · events $76,340
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $109,139-$109,139- 16.8%
Other salaries and wages $94,808$47,404$47,404- 14.6%
Grants to US organizations and governments $88,500$88,500-- 13.6%
Conferences, conventions and meetings $76,340$76,340-- 11.8%
Grants to US individuals $70,500$70,500-- 10.9%
Occupancy $65,670$32,835$32,835- 10.1%
Insurance $35,844-$35,844- 5.5%
Fees: lobbying $33,109$33,109-- 5.1%
Other (as described)Gifts $23,493-$23,493- 3.6%
Other (as described)Miscellaneous $14,999-$14,999- 2.3%
Fees: accounting $14,495-$14,495- 2.2%
Office expenses $7,216$3,608$3,608- 1.1%
Other employee benefits $5,247$2,623$2,624- 0.8%
Other (as described)Telephone $3,932$1,966$1,966- 0.6%
Travel $2,553-$2,553- 0.4%
Other (as described)Postage $1,154$1,154-- 0.2%
Payroll taxes $592$296$296- 0.1%
Depreciation and depletion $524$262$262- 0.1%
Fees: other services $250$250-- 0.0%
All other expenses $250-$250- 0.0%
Total$648,615100%

View the filing

2012 · Form 990 · $605,428 spent · pay $94,812 · grants $157,000 · events $76,429
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $103,311-$103,311- 17.1%
Other salaries and wages $88,752$44,376$44,376- 14.7%
Grants to US organizations and governments $79,000$79,000-- 13.0%
Grants to US individuals $78,000$78,000-- 12.9%
Conferences, conventions and meetings $76,429$76,429-- 12.6%
Occupancy $40,449$20,225$20,224- 6.7%
Insurance $38,143-$38,143- 6.3%
Fees: lobbying $33,109$33,109-- 5.5%
Other (as described)Miscellaneous $13,819-$13,819- 2.3%
Fees: accounting $13,750-$13,750- 2.3%
Other (as described)Gifts $10,705-$10,705- 1.8%
Office expenses $10,672$5,336$5,336- 1.8%
Other employee benefits $5,045$2,523$2,522- 0.8%
Fees: other services $4,200$4,200-- 0.7%
Other (as described)Telephone $3,974$1,987$1,987- 0.7%
Travel $2,029-$2,029- 0.3%
Other (as described)Postage $1,657$1,657-- 0.3%
Fees: legal $1,100$1,100-- 0.2%
Payroll taxes $1,015$508$507- 0.2%
All other expenses $269-$269- 0.0%
Total$605,428100%

View the filing

2011 · Form 990 · $608,824 spent · pay $89,335 · grants $186,000 · events $73,182
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $103,000$103,000-- 16.9%
Fees: investment management $99,896-$99,896- 16.4%
Grants to US organizations and governments $83,000$83,000-- 13.6%
Other salaries and wages $82,348$41,174$41,174- 13.5%
Conferences, conventions and meetings $73,182$73,182-- 12.0%
Insurance $35,517-$35,517- 5.8%
Fees: lobbying $33,109$33,109-- 5.4%
Office expenses $15,987$7,994$7,993- 2.6%
Other (as described)Miscellaneous $15,273-$15,273- 2.5%
Occupancy $13,974$6,987$6,987- 2.3%
Fees: accounting $13,920-$13,920- 2.3%
Fees: legal $11,252$11,252-- 1.8%
Other (as described)Foreign and Other Taxes $7,600-$7,600- 1.2%
Other (as described)Gifts $6,055-$6,055- 1.0%
Other employee benefits $4,925$2,463$2,462- 0.8%
Other (as described)Telephone $4,076$2,038$2,038- 0.7%
Travel $2,135-$2,135- 0.4%
Payroll taxes $2,062$1,031$1,031- 0.3%
All other expenses $1,513$1,513-- 0.2%
Total$608,824100%

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2010 · Form 990 · $608,594 spent · pay $89,928 · grants $191,000 · events $68,018
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $106,000$106,000-- 17.4%
Fees: investment management $85,464-$85,464- 14.0%
Grants to US organizations and governments $85,000$85,000-- 14.0%
Other salaries and wages $82,595$41,297$41,298- 13.6%
Conferences, conventions and meetings $68,018$68,018-- 11.2%
Fees: lobbying $36,000$36,000-- 5.9%
Other (as described)Investment Expense from $31,862-$31,862- 5.2%
Insurance $25,104-$25,104- 4.1%
Occupancy $14,945$7,473$7,472- 2.5%
Fees: accounting $13,720-$13,720- 2.3%
Other (as described)Miscellaneous $12,451-$12,451- 2.0%
Office expenses $12,093$6,047$6,046- 2.0%
Other (as described)Gifts $8,226-$8,226- 1.4%
Other (as described)Foreign and Other Taxes $7,777-$7,777- 1.3%
Other employee benefits $4,805$2,403$2,402- 0.8%
Other (as described)Telephone $4,157$2,078$2,079- 0.7%
Fees: legal $3,192$3,192-- 0.5%
Payroll taxes $2,528$1,264$1,264- 0.4%
All other expenses $2,121$2,121-- 0.3%
Travel $2,086-$2,086- 0.3%
Fees: other services $450$450-- 0.1%
Total$608,594100%

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