How to apply
Accepts applications
The return gives an application contact and rules, as below.
- Contact
-
Denise Carbone
357 Main Street PO Box 30
Wakefield, MA 01880
(781) 246-0400
- Form and materials
- No specific form
- Deadlines
- No specific deadlines
- Restrictions
- Awards to area public schools in areas of banking, borrowing, investing, and economics. Awards will go to school department for specific projects and not to offset salaries.
Assets and giving by year
-
Tax year 2025
$20,495
- Grants listed
- 6
- Assets, end of year
- $441,596
-
Tax year 2024
$27,859
- Grants listed
- 5
- Assets, end of year
- $424,911
-
Tax year 2023
$86,983
- Grants listed
- 5
- Assets, end of year
- $413,249
-
Tax year 2022
$6,500
- Grants listed
- 1
- Assets, end of year
- $436,736
-
Tax year 2021
$23,835
- Grants listed
- 5
- Assets, end of year
- $406,631
-
Tax year 2020
$19,490
- Grants listed
- 4
- Assets, end of year
- $366,259
-
Tax year 2019
$5,000
- Grants listed
- 1
- Assets, end of year
- $379,802
-
Tax year 2018
$9,700
- Grants listed
- 4
- Assets, end of year
- $342,278
Grants paid in 2025
As listed on the return.
-
United Way of Massachusetts Bay IncBoston, MA
Financial Literacy
$5,000 -
Breaktime United IncBoston, MA
Financial Literacy
$5,000 -
Inspire CafeWakefield, MA
Financial Literacy
$5,000 -
The Institute of Student Loan AdvisorsPlymouth, MA
Financial Literacy
$2,500 -
Si Se PuedeNorth Andover, MA
Financial Literacy
$2,025 -
Reading Memorial High SchoolReading, MA
Financial Literacy
$970
Where the money goes
By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.
- Jobs and employment1 grant $5,00040% of the total
- Philanthropy and grantmaking1 grant $5,00040% of the total
- Education1 grant $2,50020% of the total
By State
Grants to organizations with a US address, latest year.
- Massachusetts6 grants $20,495
Officers, directors and trustees
As filed on the return, with average hours per week and pay from the foundation.
- Raichelle L KalleryPresident/CEO Hours 1Pay $0
- Denise CarboneTreasurer/Director Hours 1Pay $0
- Cam GarrantDirector Hours 1Pay $0
- Therese JarmusikDirector Hours 1Pay $0
- Craig MacKenzieDirector Hours 1Pay $0
- Mark J SimeolaDirector Hours 1Pay $0
The return
More foundations
- Private foundations in Massachusetts
- Private foundations in Wakefield
- Foundations that fund jobs and employment in Massachusetts
- Foundations that fund philanthropy and grantmaking in Massachusetts
- Foundations that fund education in Massachusetts
Similar foundations
Same main cause (jobs and employment), giving between a quarter and four times this foundation’s where possible, nearby first.
- The Louis Jacobs Charitable Trust Co Morgan Memorial Goodwill Industries Inc 1 grant Preselected only $10,280 giving
- Victoria S McGrath Foundation Incorporated 5 grants Preselected only $64,530 giving
- Millermary Echaritable-Ca-Tuw 2 grants Preselected only $20,123 giving
- Flynn Family Foundation 16 grants Preselected only $20,910 giving
- Foundation Sweet Success Inc 1 grant Preselected only $20,000 giving