How to apply
Accepts applications
The return gives an application contact and rules, as below.
- Contact person
- On file
- Phone
- On file
- Mailing address
- On file
- Form and materials
- On file
- Deadlines
- None
- Restrictions
- Distributees living in wakefield NH or vicinity
Contact person, phone, mailing address and application materials on file. See them with a plan.
Assets and giving by year
-
Tax year 2025
$207,416
- Grants listed
- 4
- Assets, end of year
- $1,817,325
-
Tax year 2024
$139,000
- Grants listed
- 5
- Assets, end of year
- $1,790,732
-
Tax year 2023
$193,500
- Grants listed
- 4
- Assets, end of year
- $1,880,146
-
Tax year 2022
$15,000
- Grants listed
- 3
- Assets, end of year
- $1,808,261
-
Tax year 2021
$43,000
- Grants listed
- 5
- Assets, end of year
- $1,735,596
-
Tax year 2020
$0
- Grants listed
- 0
- Assets, end of year
- $1,527,170
-
Tax year 2019
$0
- Grants listed
- 0
- Assets, end of year
- $1,187,690
-
Tax year 2018
$47,920
- Grants listed
- 3
- Assets, end of year
- $1,112,331
Grants paid in 2025
As listed on the return.
-
Wakefield Brookfield Historical SocietySanbornville, NH
General purpose
$200,000 -
Middlebury CollegeMiddlebury, VT
General purpose
$5,000 -
Brewster AcademyWolfeboro, NH
General purpose
$1,416 -
Gaffney LibrarySanbornville, NH
General purpose
$1,000
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Education1 grant $1,416100% of the total
By State
Grants to organizations with a US address, latest year.
- New Hampshire3 grants $202,416
- Vermont1 grant $5,000
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- Rev Dr Nancy S SmithTRUSTEE Hours 3Pay $0
- Michael J PuzoTRUSTEE Hours 1Pay $0
The return
More foundations
- Private foundations in Massachusetts
- Private foundations in Boston
- Foundations that fund education in Massachusetts
Similar foundations
Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.
- The Shane Foundation 41 grants Preselected only $203,500 giving
- Harriet H Nicol Charitable Foundation 14 grants Preselected only $212,000 giving
- The Alsawalhi Charitable Foundation 4 grants Preselected only $215,000 giving
- John T McGillcuddy Charitable Trust Co 2 grants Preselected only $200,000 giving
- Leerink Family Foundation Inc 14 grants Preselected only $199,675 giving