Ann Theodore Foundation
- Assets
- $76.4m
- Revenue
- $1.8m
- Investments
- $75.5m
- Employees
- 0
- Location
- Boston, MA
- Founding
- 05/2018
- Data as of
- 11/2023
- EIN
- 81-4558318
Organization Overview
Ann Theodore Foundation is located in Boston, MA. The organization was established in 2018. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Ann Theodore Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 11/2023, Ann Theodore Foundation generated $1.8m in total revenue. This represents relatively stable growth, over the past 5 years the organization has increased revenue by an average of 2.8% each year. All expenses for the organization totaled $9.3m during the year ending 11/2023. While expenses have increased by 11.5% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Ann Theodore Foundation has awarded 126 individual grants totaling $29,651,483. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Scs Capital Management Llc | 11/29/23 | $453,040 |
The Philanthropic Initiative | 11/29/23 | $402,142 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,837 |
| Dividends & Interest | $995,174 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $62,097 |
| Capital Gain Net Income | $62,097 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $709,902 |
| Total Revenue | $1,771,010 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $2,723 |
| Taxes | $78,707 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $169,977 |
| Total operating and administrative expenses | $1,115,148 |
| Contributions, gifts, grants paid | $8,210,693 |
| Total expenses and disbursements | $9,325,841 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $846,864 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $62,538,708 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $76,370,431 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Ann Theodore Foundation has awarded $8,210,693 in support to 37 organizations.
| Grant Recipient | Amount |
|---|---|
ROOSEVELT UNION FREE SCHOOL DISTRICT PURPOSE: TO HELP FURTHER EDUCATION FOR CHILDREN IN K THRU 12 GRADES. | $259,800 |
ANN THEODORE FOUNDATION SCHOLARSHIP FUND PURPOSE: TO HELP FURTHER EDUCATION FOR LOW-INCOME HIGH SCHOOL SENIORS AND ADULTS. | $1,380,000 |
THE MILKEN INSTITUTE PURPOSE: TO HELP SUPPORT HELPING PEOPLE PURSUE EDUCATION AND GAINFUL EMPLOYMENT. | $393,000 |
CITY STRINGS UNITED PURPOSE: TO SUPPORT HIGH-QUALITY YOUTH PROGRAMS TO CREATE POSITIVE CHANGE IN ECONOMICALLY-STRAINED COMMUNITIES AND FOSTER THE SOCIAL, EMOTIONAL AND EDUCATIONAL DEVELOPMENT OF ITS YOUTH. | $57,500 |
MANCHESTER COMMUNITY MUSIC SCHOOL PURPOSE: TO HELP SUPPORT CHANGING LIVES THROUGH THE POWER OF LEARNING, SHARING AND MAKING MUSIC. | $85,000 |
THE ART OF PROBLEM SOLVING INITIATIVE INC PURPOSE: TO HELP FURTHER EDUCATION IN ADVANCED MATHHETICS EDUCATION FOR LOW-INCOME STUDENTS IN MIDDLE AND HIGH SCHOOL. | $150,000 |