Saint Agatha Foundation: FY2023 Nonprofit Profile & Form 990 (EIN 26-0012966)

Revenue by fiscal year
FY2020	$1.8M
FY2021	$10.3M
FY2022	$3.1M
FY2023	$1.1M
FY2024	$2.5M
FY2025	$2.4M

Expenses by fiscal year
FY2020	$1.4M
FY2021	$1.9M
FY2022	$1.2M
FY2023	$2.7M
FY2024	$2.9M
FY2025	$2.5M

Net assets by fiscal year
FY2020	$52.5M
FY2021	$70.6M
FY2022	$63.5M
FY2023	$66.6M
FY2024	$71.7M
FY2025	$77.9M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jan 2004.

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

Part of a larger organization · Schedule R

Saint Agatha Foundation files its own Form 990, but Schedule R discloses 6 related entities — figures on this page are for this EIN only, not the whole group.

National Philanthropic Trust · Npt Charitable Asset Trust · The Meg and Bennett Goodman Family Foundation · Janine and J Tomilson Hill Family Trust + 2 more · see all

Combined filings · FY2023 · 7 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is one member.

Group revenue

$10.1B

Group expenses

$4.6B

Group net assets

$28.4B

National Philanthropic Trust · $10.0B rev · $27.9B net assets

Npt Charitable Asset Trust · $7.4M rev · $16.8M net assets

The Meg and Bennett Goodman Family Foundation · $2.0M rev · $44.4M net assets

Janine and J Tomilson Hill Family Trust · $2.0M rev · $37.5M net assets

Npt Donor Fund B · — rev · — net assets

The James Family Charitable Trust · $86.7M rev · $312.9M net assets

Where the money goes

88 cents of each dollar spent went to programs.

88%

Program services 88% · $2.3M Management & general 11% · $306K Fundraising 1% · $25K

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

11 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Eileen R Heisman

Director, Asst. Secretary

$0Pt VII · Sec A

Ann Dugan

Director

$0Pt VII · Sec A

Manish Shah

Director

$0Pt VII · Sec A

Kathleen Mezzalingua

Director, President

$0Pt VII · Sec A

Daniel Mezzalingua

Director, Vice President

$0Pt VII · Sec A

Ellen M McGuinn

Asst. Treasurer (thru 6/23/23)

$0Pt VII · Sec A

Andrea C Rush

Asst. Secretary

$0Pt VII · Sec A

Debra Falk

Secretary

$0Pt VII · Sec A

See Saint Agatha Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2Yes
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports, comforts, and cares for those affected by breast cancer in Central New York.

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Provided by the organization

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1 program · $2.3M · in their own filed words · FY2022

01

Saint agatha foundation provided grants totaling $2,186,041 to charitable organizations and programs supporting those afflicted with breast cancer, in support of the mission of national philanthropic trust to increase philanthropy in society.

$2.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

National Philanthropic TrustFY2024$114K

Central New York Community Foundation INCFY2024$20K

Community Foundation for Palm Beach and Martin Counties INCFY2024$10K

Fidelity Investments Charitable Gift FundFY2024$10K

Syracuse UniversityFY2024$9K

Paypal Charitable Giving FundFY2024$8K

Total grants receivedfrom 6 funders$170K

See all 6 funders →

Grants paid · 64 grants · $9.4M · 2019–2024

Cancerconnects INCNY · FY2024$1,353,600

United Health Services Foundation INCNY · FY2024$75,000

The Guthrie ClinicPA · FY2024$75,000

Young Mens Christian Assoc & Womans Community Center of Rome New YorkNY · FY2024$55,150

Rome Memorial Hospital INCNY · FY2024$50,000

Mary Imogene Bassett HospitalNY · FY2024$50,000

Young Men's Christian Association & Womens Educational & Industrial UnionNY · FY2024$40,000

Young Mens Christian Association of Watertown NY INCNY · FY2024$36,228

Gouverneur Breast and Ovarian Cancer Fund INCNY · FY2024$25,000

Camp Kesem NationalCA · FY2024$25,000

Oswego Health INCNY · FY2024$20,000

Legal Services of Central New York INCNY · FY2024$20,000

Musical Associates of Central New York INCNY · FY2024$5,500

Mohawk Valley Health SystemNY · FY2024$5,290

Cancerconnects INCNY · FY2023$1,445,725

Young Men's Christian Association of Central New York INCNY · FY2023$300,000

Mary Imogene Bassett HospitalNY · FY2023$150,000

St Joseph's Hospital Health CenterNY · FY2023$108,000

See all 64 grants →

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$1.1M

Ln 12

Investment incomeLn 3$1.0M

Gifts and grantsLn 1h$83K

Money outPt IX

$2.7M

Ln 25

Programscol B$2.3M

Managementcol C$306K

Fundraisingcol D$25K

Owns and owesPt X

$66.6M

net assets · Ln 32

Cash and savingsLn 1–2$747K

Total assetsLn 16$67.3M

LiabilitiesLn 26$622K

PeoplePt VI, VII

11

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b4

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$83K

Investment incomeLn 3$1.0M

Gains on assetsLn 7$214K

Total revenueLn 12$1.1M

Assets in detailPt X, end of year

SavingsLn 2$747K

Cash and savings togetherLn 1–2$747K

InvestmentsLn 11–13$66.5M

Land, buildings, equipmentLn 10c$1K

Total assetsLn 16$67.3M

LiabilitiesLn 26$622K

Net assetsLn 32$66.6M

OperationsPt I, VI

EmployeesI 50

VolunteersI 64

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$266K	$747K
InvestmentsLn 11–13	$63.3M	$66.5M
Land, buildings, equipmentLn 10c	$5K	$1K
Total assetsLn 16	$63.6M	$67.3M
LiabilitiesLn 26	$119K	$622K
Net assetsLn 32	$63.5M	$66.6M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$2.2M	$2.2M
Legal feesLn 11b	$4K		$4K
Accounting feesLn 11c	$90K		$90K
Investment management feesLn 11f	$94K	$94K
Advertising and promotionLn 12	$35K	$11K		$25K
Office expensesLn 13	$467		$467
TravelLn 17	$175		$175
Conferences, conventions and meetingsLn 19	$19K		$19K
Depreciation, depletion and amortizationLn 22	$4K	$2K	$2K
InsuranceLn 23	$59K		$59K
Other expenses (24a–d)Ln 24	$175K	$44K	$131K
Total functional expensesLn 25	$2.7M	$2.3M	$306K	$25K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$2.4M	$2.5M	−$92K	$77.9M	990 PDF
FY2024	$2.5M	$2.9M	−$347K	$71.7M	990 PDF
FY2023 Viewing	$1.1M	$2.7M	−$1.5M	$66.6M	990 PDF
FY2022	$3.1M	$1.2M	$1.9M	$63.5M	990 PDF
FY2021	$10.3M	$1.9M	$8.4M	$70.6M	990 PDF
FY2020	$1.8M	$1.4M	$395K	$52.5M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $1,128,385 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $66,720$83,122

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $3,034,260$1,045,263

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $3,100,980$1,128,385

I-13 Grants and similar amounts paidPrior year $831,721$2,186,041

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $369,396$480,849

I-18 Total expensesPrior year $1,201,117$2,666,890

I-19 Revenue less expensesPrior year $1,899,863−$1,538,505

Part VI · Governance 4 of 5 board members independent, 2 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members4

VI-2 Family or business relationship among officers or directorsYes

VI-15a Process for setting top official's payNo

VI-12a Written conflict of interest policyYes

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $1,128,385 across 5 lines filed

VIII-1f All other contributions, gifts and grants$83,122

VIII-1h Total contributions, gifts and grants$83,122

VIII-3 Investment incomeUnrelated business −$3,304 · Excluded from tax $834,360$831,056

VIII-7 Net gain or loss on sales of assetsUnrelated business −$21,689 · Excluded from tax $235,896$214,207

VIII-12 Total revenueRelated to mission $0 · Unrelated business −$24,993 · Excluded from tax $1,070,256$1,128,385

Part IX · Statement of functional expenses $2,666,890 across 11 lines filed

IX-1 Grants to domestic organizationsPrograms $2,186,041$2,186,041

IX-11b Legal feesManagement $3,982$3,982

IX-11c Accounting feesManagement $89,977$89,977

IX-11f Investment management feesPrograms $94,069$94,069

IX-12 Advertising and promotionPrograms $10,771 · Fundraising $24,600$35,371

IX-13 Office expensesManagement $467$467

IX-17 TravelManagement $175$175

IX-19 Conferences, conventions and meetingsManagement $18,886$18,886

IX-22 Depreciation, depletion and amortizationPrograms $2,000 · Management $2,000$4,000

IX-23 InsuranceManagement $59,410$59,410

IX-24 Other expenses (24a–d)Programs $43,750 · Management $130,762$174,512

IX-25 Total functional expensesPrograms $2,336,631 · Management $305,659 · Fundraising $24,600$2,666,890

Part X · Balance sheet $67,251,330 assets, 13 lines filed

X-2 Savings and temporary cash investmentsStart of year $265,870$747,433

X-4 Accounts receivableStart of year $412$412

X-9 Prepaid expenses and deferred chargesStart of year $8,661$10,146

X-10c Land, buildings and equipment, netStart of year $5,000$1,000

X-11 Publicly traded securitiesStart of year $37,796,557$42,488,240

X-12 Other securitiesStart of year $25,536,187$24,004,099

X-16 Total assetsStart of year $63,612,687$67,251,330

X-18 Grants payableStart of year $100,000$543,000

X-25 Other liabilitiesStart of year $18,545$79,160

X-26 Total liabilitiesStart of year $118,545$622,160

X-27 Net assets without donor restrictionsStart of year $63,494,142$66,629,170

X-32 Total net assets or fund balancesStart of year $63,494,142$66,629,170

X-33 Total liabilities and net assetsStart of year $63,612,687$67,251,330

Part XI · Reconciliation of net assets $66,629,170 net assets at year end

XI-1 Total revenue$1,128,385

XI-2 Total expenses$2,666,890

XI-3 Revenue less expenses−$1,538,505

XI-4 Net assets at start of year$63,494,142

XI-5 Net unrealized gains (losses) on investments$4,673,533

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$66,629,170

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Saint Agatha Foundation FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Saint Agatha Foundation

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV

Saint Agatha Foundation FY2023 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Saint Agatha Foundation

Funders

Grants

Related Organizations

By the numbers

Filing history

Schedules filed Part IV