Amelia Peabody Foundation FY2020 filing

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501(c)(3) charity; gifts are tax-deductible.
$724K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $4.5M a year · 29% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
990-PF Pt I · 5 filings
Pay to officers and key staff
$724K
to officers and key staff · 7% of spending
Looks good: pay to officers and key staff is 7% of spending; 15% or less.
990-PF Pt VIII
6 mo
of spending, in cash
Looks good: 6.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$4.2M
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.6M
Spent
$10.1M
Net assets
$133.7M
By yearFY2020–FY2024
Revenue
$5.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$5.6M
FY2021$16.5M
FY2022$7.8M
FY2023$7.6M
FY2024$40.9M
Expenses
$10.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$10.1M
FY2021$11.9M
FY2022$11.3M
FY2023$10.9M
FY2024$11.6M
Net assets
$133.7M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$133.7M
FY2021$138.6M
FY2022$136.2M
FY2023$134.5M
FY2024$163.6M

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1944.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 62% · $6.3M Operating & administrative 38% · $3.8M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990-PF; $724K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$331,802Pt VII · Sec A
Chief Investment Officer
$312,443Pt VII · Sec A
$20,000Pt VII · Sec A
$20,000Pt VII · Sec A
$20,000Pt VII · Sec A
$20,000Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2021FY2020
Joseph Kelly$404,000$399,999$327,100$312,443
Margaret St Clair$20,000$20,000$336,780$331,802
Vincent Marturano$20,000$20,000——
Deborah Carlson$15,000$20,000$20,000$20,000
Dolores Reid$20,000$20,000$20,000$20,000
Phillip Waring——$20,000$20,000
Bayard Waring———$20,000
David Carlson$5,000———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Amelia Peabody Foundation executive salaries →

Programs and updates

A private foundation based in Topsfield, MA.

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 157 grants · $6.4M · 2023–2023
Friends of Libertas Academy Charter School INCFY2023$125,000
Youth Development OrganizationFY2023$120,000
Boys & Girls Club of LynnMA · FY2023$100,000
Individual RecipientFY2023$100,000
Open Table INCFY2023$100,000
Boys and Girls Club of Fitchburg and LeominsterFY2023$100,000
Notre Dame High School of LawrenceFY2023$75,000
Boys and Girls Club of Metrowest INCFY2023$75,000
Worchester Chamber Music Society INCFY2023$75,000
Boys & Girls Club of Greater Holyoke INCFY2023$75,000
Esperanza Academy INCMA · FY2023$75,000
My Brother's Keeper INCFY2023$70,000
See all 157 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV81
Average grantPart XV$41K
Median grantPart XV$30K
Largest grantPart XV$150K
Top cause focusNTEEYouth Development (11%)

By the numbers

The FY2020 990-PF, line by line.

1The main four
Money in
$5.6M
Investment income$4.0M
Other income$1.6M
Money out
$10.1M
Grants paid$6.3M
Running costs$3.8M
Owns and owes
$133.7M
net assets
Cash and savings$5.3M
Total assets$137.9M
Liabilities$4.2M
People
6
listed
Paid6
2In more detail
Revenue in detail
Investment income$4.0M
Other income$1.6M
Total revenue$5.6M
Assets in detailEnd of year
Cash and savings together$5.3M
Total assets$137.9M
Liabilities$4.2M
Net assets$133.7M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 17, 2025 $40.9M$11.6M$29.3M$163.6M 990 PDF
FY2023Filed with the IRS Nov 14, 2024 $7.6M$10.9M−$3.2M$134.5M 990 PDF
FY2022 $7.8M$11.3M−$3.5M$136.2M 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $16.5M$11.9M$4.6M$138.6M 990 PDF
FY2020 ViewingFiled with the IRS Nov 15, 2021 $5.6M$10.1M−$4.6M$133.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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