2025-11-17T12:16:44-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990 2024-01-01 042457605 PHILANTHROPY MASSACHUSETTS INC PHIL 6174262606 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 MARY SKELTON ROBERTS CEO 6174262606 2025-11-17 1 1 MELISSA MODELSON P01603524 7819375300 2025-11-17 2024 2025-03-06 01:10:19Z MARY SKELTON ROBERTS 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 5676850 0 X WWW.PHILANTHROPYMA.ORG X 1969 MA TO PROMOTE THE PRACTICE AND EXPANSION OF EFFECTIVE AND RESPONSIBLE PHILANTHROPY TO IMPROVE THE HEALTH AND VITALITY OF THE REGION. 19 18 13 29 0 0 4972049 4826373 387282 510489 150299 207959 0 0 5509630 5544821 1605751 1815725 0 0 1089470 1176646 0 0 264599 2020732 2681326 4715953 5673697 793677 -128876 5517586 6104839 793314 998843 4724272 5105996 X TO PROMOTE THE PRACTICE AND EXPANSION OF EFFECTIVE AND RESPONSIBLE PHILANTHROPY TO IMPROVE THE HEALTH AND VITALITY OF THE REGION. 0 0 2712350 858376 171624 FISCAL SPONSORSHIP ACTIVITIES: PHILANTHROPY MASSACHUSETTS PROVIDES GENERAL FINANCIAL MANAGEMENT THAT INCLUDES ACCOUNTS RECEIVABLE, ACCOUNTS PAYABLE, PROVIDING PERIODIC STATEMENTS OF THE ACCOUNT, AND HANDLING ALL STATE AND FEDERAL FILINGS TO INCORPORATED AND UNINCORPORATED ENTITIES OPERATING FOR CHARITABLE PURPOSES. 1192652 957349 0 SUMMER FUND: THE SUMMER FUND SUPPORTED OVER 60 NONPROFITS OPERATING OVER 100 SUMMER CAMP AND PROGRAM SITES. IN 2024, THE FUND SUPPORTED YOUTH THROUGH THREE DISTINCT GRANT PROGRAMS, INCLUDING GENERAL OPERATING GRANTS, A HOMELESS CAMPERSHIP FUND, AND A MENTAL HEALTH INFRASTRUCTURE FUND. 705198 0 36423 MEMBER SERVICES: IN 2024, PHILANTHROPY MASSACHUSETTS CONTINUED TO PROVIDE ITS FUNDER MEMBERS AND THE FUNDING COMMUNITY WITH A RANGE OF VIRTUAL PROGRAM OFFERINGS COVERING MULTIPLE TOPICS AND REGIONS. OVER 2,000 PARTICIPANTS ATTENDED PROGRAMS ON TOPICS INCLUDING: POWER AND EQUITY, PHILANTHROPY 101, ARTS AND MENTAL HEALTH. WE ALSO BROUGHT TOGETHER OUR PROGRAM STAFF LEARNING NETWORK, CFO NETWORK, FAMILY FOUNDATION CEOS AND FOUNDATION STAFF FROM DIFFERENT PARTS OF MA. WE ALSO PROVIDED CUSTOMIZED RESEARCH FOR FUNDER MEMBERS AND A MONTHLY NEWSLETTER. 279384 0 302442 NONPROFIT PARTNER SERVICES: PHILANTHROPY MASSACHUSETTS HAS 400 GRANT SEEKING PARTNERS, NONPROFIT ORGANIZATIONS AND CONSULTANTS. PHILANTHROPY MASSACHUSETTS BRIDGES THE NONPROFIT AND FUNDER COMMUNITIES BY GIVING ACCESS TO RESEARCH AND INFORMATION TO SUPPORT FUND DEVELOPMENT, PROVIDING PROFESSIONAL DEVELOPMENT AND NETWORKING OPPORTUNITIES FOR NONPROFIT STAFF MEMBERS. SOME OF THE PROGRAMS PRESENTED INCLUDE MEET-THE-DONORS AND SKILL-BUILDING WORKSHOPS IN GRANT RESEARCH, GRANT WRITING, DONOR CULTIVATION, A FUNDRAISING CERTIFICATE PROGRAM AND A FUNDRAISING FOR SENIOR EXECUTIVES PROGRAM. THE RESOURCE STAFF PROVIDED VIRTUAL ACCESS TO DATABASES FOR GRANT RESEARCH AS WELL AS ONE-ON-ONE TRAINING ON RESEARCH. CUSTOMIZED RESEARCH IS PROVIDED BY THE RESOURCE CENTER TO PARTNERS AT A PREMIUM LEVEL. 279384 0 302442 4889584 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA IL X X LINH NGUYEN FINANCE DIRECTOR 6174262606 133 FEDERAL STREET SUITE 802 BOSTON MA 02110 MARY SKELTON ROBERTS CEO, AS OF 05/2024 40.00 X X 135921 0 21148 PETER TAYLOR CHAIR 1.30 X X 0 0 0 PRENTICE ZINN VICE CHAIR 1.30 X X 0 0 0 ROB ZACCARDI TREASURER 1.30 X X 0 0 0 KAREN GILL ASST. TREASURER 1.30 X X 0 0 0 JAY KIM CLERK 1.30 X X 0 0 0 ERIC ESTEVES AT LARGE EXEC COMM 1.30 X 0 0 0 DAN ARDITO DIRECTOR 1.00 X 0 0 0 KATE CARNEY DIRECTOR 1.00 X 0 0 0 LIANA KRUPP DIRECTOR THRU 09/24 1.00 X 0 0 0 JAMIE MAGUIRE DIRECTOR 1.00 X 0 0 0 ALI MATHIAS DIRECTOR 1.00 X 0 0 0 KRISTIN O'MALLEY DIRECTOR 1.00 X 0 0 0 NATANJA CRAIG OQUENDO DIRECTOR THRU 09/24 1.00 X 0 0 0 GEETA PRADHAN DIRECTOR THRU 09/24 1.00 X 0 0 0 SONIA SHAH DIRECTOR 1.00 X 0 0 0 AMIE SHEI DIRECTOR 1.00 X 0 0 0 AUDREY SHELTO DIRECTOR THRU 09/24 1.00 X 0 0 0 ALEXANDRA PINEROS SHIELDS DIRECTOR 1.00 X 0 0 0 PATRICIA SOBALVARRO DIRECTOR 1.00 X 0 0 0 BRYAN SPENCE DIRECTOR 1.00 X 0 0 0 NANCY STAGER DIRECTOR 1.00 X 0 0 0 MARQUIS VICTOR DIRECTOR 1.00 X 0 0 0 LINH NGUYEN FINANCE DIRECTOR 40.00 X 114270 0 9451 ALEXANDER MCCRAY VP, MEMBER ENGAGEMENT & STRATEGIC INITIATIVES 40.00 X 132186 0 20641 JESSICA BERNS VICE PRESIDENT, NETWORK VIBRANCY 40.00 X 117215 0 23280 499592 0 74520 4 0 1 0 ALLYCE NAJIMY 58 O STREET SOUTH BOSTON MA 02127 CONSULTING SERVICES: FTBNL 143101 HILLARY BABICK 126 MINDEN ST 1 BOSTON MA 02130 CONSULTING SERVICES: IMPACT COLLECTIVE 141454 KELLY T SHERMAN 71 FULKERSON ST 201 CAMBRIDGE MA 02141 CONSULTING SERVICES: IMPACT COLLECTIVE 110563 3 597542 4228831 4826373 PROGRAM SERVICE FEES 813219 360865 360865 MANAGEMENT FEES 813219 149624 149624 510489 203616 203616 136372 132029 4343 4343 4343 5544821 510489 0 207959 1815725 1815725 574112 281609 172058 120445 466727 406158 29257 31312 23510 20988 1229 1293 29585 27075 2401 109 82712 54904 15705 12103 26619 26619 44855 44855 105502 787 65844 38871 30875 10101 19260 1514 70836 11450 59386 130790 92023 21725 17042 9638 9118 353 167 327436 276561 12296 38579 37269 37269 11282 1974 9308 FISCAL SPONSOR EXPENSES 1853974 1853974 REGISTRATION FEES AND D 32250 27137 1949 3164 5673697 4889584 519514 264599 287470 182454 3174568 1429112 710240 4595 22598 7911 15137 215729 66654 186344 149075 1249588 3103132 607110 493091 5517586 6104839 145700 169450 20380 320062 627234 509331 793314 998843 X 1458423 1495517 3265849 3610479 4724272 5105996 5517586 6104839 X -128876 48075 462525 0 X X 0 1 X 1 0 X 3986430 4281803 4708272 4972049 4826373 22774927 3986430 4281803 4708272 4972049 4826373 22774927 1418057 21356870 8430 3744 27346 150299 203616 393435 23168362 1692421 0.92180 0.81970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26190 26190 0 3195 3195 0 186344 37269 149075 149075 SECURITY DEPOSIT 27833 RIGHT-OF-USE ASSET 465258 493091 OPERATING LEASE LIABILITY 509331 509331 X 5592896 48075 48075 5544821 0 5544821 5673697 0 5673697 0 5673697 PART X, LINE 2: PMA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT PMA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PMA IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO 2021. 1 AFRICAN COMMUNITY ECONOMIC (ACEDONE) 18 JOHN ELIOT SQUARE ROXBURY MA 02119 510419358 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH AGASSIZ BALDWIN COMMUNITY 20 SACRAMENTO STREET CAMBRIDGE MA 02138 042862401 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH AGASSIZ VILLAGE 9 VERNON STREET FRAMINGHAM MA 01701 042160531 501(C)(3) 25000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH ALL DORCHESTER SPORTS AND LEADERSHIP 1565 DORCHESTER AVENUE DORCHESTER MA 02122 222827346 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH AMERICA SCORESNEW ENGLAND SCORES 150 MT VERNON ST STE 2 DORCHESTER MA 02125 043482756 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH ART OF PROBLEM SOLVING INITIATIVE INC 55 EXCHANGE PLACE SUITE 603 NEW YORK NY 10005 201239616 501(C)(3) 20000 0 FTBNL SUPPORT OF BRIDGE TO ENTER ADVANCED MATHEMATICS (BEAM) SUMMER AWAY PROGRAM IN NEW YORK ARTISTS FOR HUMANITY 100 WEST SECOND STREET BOSTON MA 02127 043138434 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH BASE CHICAGO 230 N KOLMAR AVE CHICAGO IL 60624 461856641 501(C)(3) 50000 0 FTBNL SUPPORT FOR BASE CHICAGO YOUTH PROGRAMMING BIG SISTER ASSOCIATION OF GREATER BOSTON 20 PARK PLAZA STE 1420 BOSTON MA 02116 042150651 501(C)(3) 25000 0 FTBNL SUPPORT BOSTON BULLPEN PROJECT INC 14 VERMONT ST WEST ROXBURY MA 02132 815329905 501(C)(3) 16000 0 FTBNL SCHOLARSHIP & DONATION BOSTON CHINATOWN NEIGHBORHOOD CENTER 885 WASHINGTON STREET BOSTON MA 02111 237209691 501(C)(3) 22500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH BOSTON DEBATE LEAGUE 1542 TREMONT STREET BOSTON MA 02120 593789722 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH BOSTON EXPLORERS 72 MONTGOMERY STREET BOSTON MA 02116 453710863 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH BOSTON LIONS TRACK CLUB 1447 BLUE HILL AVE APT 9 MATTAPAN MA 02126 831226894 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH BOYS AND GIRLS CLUBS OF DORCHESTER 1135 DORCHESTER AVENUE DORCHESTER MA 02125 237076465 501(C)(3) 16400 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH BROOKLINE TEEN CENTER 40 ASPINWALL AVENUE BROOKLINE MA 02445 263042342 501(C)(3) 55000 0 FTBNL GRANT CAMBRIDGE CAMPING ASSOCIATION 99 BISHOP ALLEN DR CAMBRIDGE MA 02139 046002073 501(C)(3) 30000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH CAMBRIDGE COMMUNITY CENTER INC 5 CALLENDER STREET CAMBRIDGE MA 02139 042477881 501(C)(3) 8000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH CAMBRIDGE FAMILY YMCA 820 MASSACHUSETTS AVENUE CAMBRIDGE MA 02139 042103960 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH CAMBRIDGE REPRODUCTIVE HEALTH CONSULT 98 ELECTRIC AVE 1 SOMERVILLE MA 02144 461645061 501(C)(3) 15000 0 WOMEN SOAR SUPPORT CAMP STARFISH 873 MAIN STREET ASHBY MA 01431 043454511 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH COLLEGE POSSIBLE CHICAGO 833 N ORLEANS ST CHICAGO IL 60610 411968798 501(C)(3) 37000 0 FTBNL GRANT COMMUNITY ACTIONS PROGRAMS INTER-CITY 100 EVERETT AVENUE CHELSEA MA 02150 042428915 501(C)(3) 13000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH COMMUNITY ARTS CENTER INC 119 WINDSOR ST CAMBRIDGE MA 02139 042496097 501(C)(3) 13800 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH CROSSROADS FOR KIDS 119 MYRTLE STREET DUXBURY MA 02332 042103837 501(C)(3) 27500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH EAST BOSTON SOCIAL CENTERS 68 CENTRAL SQ EAST BOSTON MA 02128 042104257 501(C)(3) 28000 0 TO SUPPORT AND 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0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH GIRLSTART 1400 WEST ANDERSON AUSTIN TX 78757 311595414 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH HORIZONS GREATER BOSTON 90 SANDY VALLEY ROAD DEDHAM MA 02026 843317487 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH ITALIAN HOME FOR CHILDREN 1125 CENTRE STREET JAMAICA PLAIN MA 02130 042103799 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH JORDAN BOYS AND GIRLS CLUB 30 WILLOW STREET CHELSEA MA 02150 042103922 501(C)(3) 10500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH KNOX COLLEGE 2 E SOUTH ST GALESBURG IL 61404 370673513 501(C)(3) 7732 0 FTBNL SCHOLARSHIPS LEVEL GROUND MIXED MARTIAL ARTS 1490 DORCHESTER AVE BOSTON MA 02122 463915852 501(C)(3) 13500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH MARQUETTE UNIVERSITY PO BOX 1881 MILWAUKEE WI 53201 390806251 501(C)(3) 5627 0 FTBNL SCHOLARSHIPS MASS GENERAL HOSPITAL 399 REVOLUTION DR SOMERVILLE MA 02145 042807148 501(C)(3) 8000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH MASSACHUSETTS AUDUBON 208 SOUTH GREAT ROAD LINCOLN MA 01773 042104702 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH MCPHS UNIVERSITY 179 LONGWOOD AVE BOSTON MA 02115 042104700 501(C)(3) 55000 0 FTBNL SCHOLARSHIPS MOTHERS FOR JUSTICE AND EQUALITY 2201 WASHINGTON STREET BOSTON MA 02119 453741482 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH MYSTIC LEARNING CENTER INC 530 MYSTIC AVE SOMERVILLE MA 02145 222800993 501(C)(3) 13500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH NORTHEASTERN UNIVERSITY 360 HUNTINGTON AVE BOSTON MA 02115 041679980 501(C)(3) 8501 0 FTBNL SCHOLARSHIPS NORTHWESTERN UNIVERSITY PO BOX 70385 CHICAGO IL 60673 362167817 501(C)(3) 7570 0 FTBNL SCHOLARSHIPS PANTHERS LEGEND ACADEMIC YOUTH 21 MONTCLAIR AVE WEST ROXBURY MA 02132 863982059 501(C)(3) 7500 0 SUMMER FUND GRANT PASTORS UNITED COMMUNITY ADVOCACY INC 3709 NORTH 57TH ST MILWAUKEE WI 53216 900947280 501(C)(3) 15000 0 WOMEN SOAR GRANTS PHILLIPS BROOKS HOUSE ASSOCIATION 18 HARVARD YARD CAMBRIDGE MA 02138 046046123 501(C)(3) 23500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH PROJECT 351 50 MILK STREET BOSTON MA 02109 454103159 501(C)(3) 25000 0 FTBNL DONATION RED SOX FOUNDATION 4 JERSEY STREET BOSTON MA 02215 331007984 501(C)(3) 16000 0 FTBNL DONATION RON BURTON TRAINING VILLAGE 150 WOOD ROAD SUITE 300 BRAINTREE MA 02184 222570218 501(C)(3) 25000 0 FTBNL DONATION ROOSEVELT UNIVERSITY 430 S MICHIGAN AVE CHICAGO IL 60605 362167854 501(C)(3) 6500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SAINT COLUMBKILLE PARTNERSHIP SCHOOL 25 ARLINGTON STREET BRIGHTON MA 02135 205509269 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SALESIAN BOYS & GIRLS CLUB 150 BYRON STREET BOSTON MA 02128 042558218 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SCIENCE CLUB FOR GIRLS 136 MAGAZINE STREET CAMBRIDGE MA 02139 141892866 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SOCIEDAD LATINA 1530 TREMONT STREET ROXBURY MA 02120 042678255 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SOMERVILLE YMCA 101 HIGHLAND AVE SOMERVILLE MA 02143 042103853 501(C)(3) 20000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SOUTH BOSTON NEIGHBORHOOD HOUSE 136 H STREET BOSTON MA 02127 042104807 501(C)(3) 35000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SPONSOR INC DBA JOYWEAVERS 55 SAWYER DRIVE DEDHAM MA 02026 810741435 501(C)(3) 7750 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SPORTSMEN'S TENNIS CLUB 950 BLUE HILL AVENUE DORCHESTER MA MA 02124 237037183 501(C)(3) 17000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH ST STEPHEN'S YOUTH PROGRAMS 419 SHAWMUT AVE BOSTON MA 02118 261749602 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH SUFFOLK UNIVERSITY 8 ASHBURTON PLACE BOSTON MA 02108 042133255 501(C)(3) 13415 0 FTBNL SCHOLARSHIPS THE BASE 150 SHIRLEY ST ROXBURY MA 02119 461856641 501(C)(3) 50000 0 FTBNL GRANTS THE CITY SCHOOL 614 COLUMBIA RD DORCHESTER MA 02125 020532474 501(C)(3) 12600 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH THE HAVEN PROJECT INC 57 MUNROE STREET LYNN MA 01901 453797693 501(C)(3) 81100 0 GMA GRANT THE PIM PROJECT INC 7 LINDEN PARK DR RANDOLPH MA 02368 465580440 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH THE SALVATION ARMY 25 SHAWMUT ROAD CANTON MA 02021 135562351 501(C)(3) 8000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH THE SPORTS MUSEUM 100 LEGENDS WAY BOSTON MA 02114 042637109 501(C)(3) 8000 0 FTBNL GRANTS THE WILEY NETWORK 56 LINDEN STREET NEEDHAM MA 02492 472434992 501(C)(3) 81100 0 GMA GRANT TOMORROW WE VOTE 3905 N 7TH AVE 16741 PHOENIX AZ 85013 825522426 501(C)(3) 10000 0 WOMEN SOAR GRANTS TRINITY BOSTON FOUNDATION 206 CLARENDON ST BOSTON MA 02116 042736718 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH TUFTS UNIVERSITY 419 BOSTON AVENUE MEDFORD MA 02155 222509193 501(C)(3) 27015 0 FTBNL SCHOLARSHIPS UNITED SOUTH END SETTLEMENTS 48 RUTLAND STREET BOSTON MA 02118 042104280 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH UNITING VOICES CHICAGO 78 EAST WASHINGTON ST CHICAGO IL 60602 510140419 501(C)(3) 15000 0 FTBNL SUPPORT UNIV OF MASSACHUSETTS - AMHERST 181 PRESIDENTS DRIVE AMHERST MA 01003 042128443 501(C)(3) 5289 0 FTBNL SCHOLARSHIPS UNIVERSITY OF MA FOUNDATION ONE BEACON STREET 31ST FLOOR BOSTON MA 02108 046013152 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH WEST END HOUSE 105 ALLSTON STREET ALLSTON MA 02134 042105825 501(C)(3) 35000 0 FTBNL SUPPORT WEST END HOUSE BOYS & GIRLS CLUB 105 ALLSTON STREET ALLSTON MA 02134 042105825 501(C)(3) 12500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH WEST END HOUSE GIRLS CAMP 39 PINERIDGE RD PARSONSFIELD ME 04047 263695198 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH WILLIAM JSEYMOUR INSTITUTE FOR 114 MELVILLE AVENUE BOSTON MA 02124 471665900 501(C)(3) 7500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH WRITE BOSTON 2300 WASHINGTON ST BOSTON MA 02119 461255108 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH YAWKEY BOYS AND GIRLS CLUB 115 WARREN STREET ROXBURY MA 02119 042558218 501(C)(3) 12500 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH YMCA OF GREATER BOSTON 316 HUNTINGTON AVENUE BOSTON MA 02115 042103551 501(C)(3) 10000 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH YOUTH ENRICHMENT SERVICES 412 MASSACHUSETTS AVE BOSTON MA 02118 042509466 501(C)(3) 12250 0 TO SUPPORT AND STRENGTHEN SUMMER ENRICHMENT PROGRAMS SERVING YOUTH ZUMIX INC 260 SUMMER STREET EAST BOSTON MA 02128 043132674 501(C)(3) 25000 0 FTBNL SUPPORTS 2024 GALA 87 0 PART I, LINE 2: PHILANTHROPY MASSACHUSETTS, INC. MONITORS THE USE OF ITS U.S. GRANTS BY REQUIRING GRANTEES TO SUBMIT PROGRESS REPORTS AND BY CONDUCTING SITE VISITS TO VERIFY THAT FUNDED ACTIVITIES ARE BEING CARRIED OUT AS INTENDED. X X X X 0 0 0 0 0 0 0 1 0 MARY SKELTON ROBERTS CEO, AS OF 05/2024 130921 0 5000 0 0 0 8155 0 12993 0 157069 0 0 0 ALEXANDER MCCRAY VP, MEMBER ENGAGEMENT & STRATEGIC IN 115086 0 17100 0 0 0 7931 0 12710 0 152827 0 0 0 PART I, LINE 7 INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN COLUMN B(II) HEREIN AND IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. FORM 990, PART VI, SECTION A, LINE 6 PHILANTHROPY MASSACHUSETTS, INC. IS A MEMBERSHIP ORGANIZATION. MEMBERS ARE REQUIRED TO MAKE ANNUAL PAYMENTS FOR THEIR MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE NOMINATED BY THEIR PEERS AND ARE VOTED BY MEMBERS DURING THE ANNUAL MEETING. FORM 990, PART VI, SECTION A, LINE 7B DIRECTORS, INCLUDING DIRECTORS ELECTED BY THE DIRECTORS TO FILL VACANCIES IN THE BOARD, MAY BE REMOVED WITH OR WITHOUT CAUSE BY VOTE OF THE MAJORITY OF THE MEMBERS ENTITLED TO VOTE IN THE ELECTION OF DIRECTORS. ANY VACANCY IN THE BOARD OF DIRECTORS MAY BE FILLED BY VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE OR, IN THE ABSENCE OF SUCH ELECTION BY THE DIRECTORS, BY A MAJORITY OF THE MEMBERS AT A MEETING CALLED FOR THE PURPOSE AT WHICH A QUORUM IS PRESENT; PROVIDED, HOWEVER, THAT ANY VACANCY CREATED BY THE MEMBERS MAY BE FILLED BY THE MEMBERS AT THE SAME MEETING AT WHICH SUCH ACTION IS TAKEN BY THEM. THE BY-LAWS MAY AT ANY TIME BE AMENDED OR REPEALED BY VOTE OF A MAJORITY OF THE MEMBERS OF THE CORPORATION AT ANY ANNUAL MEETING OR AT ANY SPECIAL MEETING CALLED FOR THE PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS HAS DESIGNATED THE BOARD TREASURER AS THE REVIEWER OF THE FORM 990. THE TREASURER REVIEWS THE FORM 990 AND THEN CONTACTS THE TAX RETURN PREPARER WITH QUESTIONS AND CHANGES. ONCE QUESTIONS HAVE BEEN ADDRESSED, THE TREASURER INFORMS THE FINANCE COMMITTEE AND THEN PROVIDES A DIGITAL COPY OF THE FORM 990 TO ALL BOARD MEMBERS. SUBSEQUENTLY THE TREASURER AUTHORIZES THE TAX PREPARER TO ELECTRONICALLY SUBMIT THE FORM 990 TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S INTEREST POLICY APPLIES TO ITS BOARD OF DIRECTORS AND EMPLOYEES. IN THE CASE OF CONFLICTS OR THE APPEARANCE THEREOF, IT IS THE RESPONSIBILITY OF THE PHILANTHROPY MASSACHUSETTS BOARD, COMMITTEE AND STAFF MEMBERS TO DISCLOSE THE CONFLICT PRIOR TO MAKING ANY RELATED DECISIONS. ONCE SUCH A DISCLOSURE HAS BEEN MADE IN CASES INVOLVING THE BOARD OR COMMITTEES, THE REMAINING BOARD OR COMMITTEE MEMBERS WILL DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. IN CASES INVOLVING THE STAFF, THE PHILANTHROPY MASSACHUSETTS PRESIDENT (OR IF THE PRESIDENT HAS THE POTENTIAL CONFLICT, THE CHAIR OF THE BOARD) WILL DETERMINE WHETHER OR NOT THERE IS A POTENTIAL CONFLICT OF INTEREST. FOR THE BOARD AND COMMITTEES, IF A CONFLICT OF INTEREST IS PRESENT, THE DIRECTOR OR COMMITTEE MEMBER INVOLVED SHALL NOT VOTE BUT MAY REMAIN IN THE ROOM TO ANSWER QUESTIONS OF A FACTUAL NATURE THAT MAY ASSIST THE BOARD OR COMMITTEE IN ITS DELIBERATIONS. TO IDENTIFY POTENTIAL CONFLICTS, DIRECTORS, COMMITTEE MEMBERS AND STAFF SHALL ANNUALLY FILE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WITH PHILANTHROPY MASSACHUSETTS'S CHAIR AND PRESIDENT INDICATING ANY ANTICIPATED OR POTENTIAL CONFLICT SITUATIONS. THIS LIST SHALL INCLUDE CURRENT BOARD PARTICIPATION AND ANY FOR-PROFIT VENDORS USED BY PHILANTHROPY MASSACHUSETTS IN WHICH A BOARD, COMMITTEE OR STAFF MEMBER RETAINS AN INTEREST. IN ADDITION TO THE WRITTEN DISCLOSURE STATEMENT, ANY DIRECTOR, COMMITTEE MEMBER OR STAFF HAVING AN ANTICIPATED OR POSSIBLE CONFLICT ON ANY MATTER UNDER CONSIDERATION BY PHILANTHROPY MASSACHUSETTS SHALL DISCLOSE THAT SITUATION AT ALL RELEVANT MEETINGS AND SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER. THE MINUTES OF THE MEETING SHOULD REFLECT THAT THE DIRECTOR, COMMITTEE MEMBER OR STAFF INVOLVED DID NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S PERFORMANCE AND SETS COMPENSATION AFTER COMPLETION OF AN ANNUAL REVIEW BY THE CHAIR AND VICE CHAIR. COMPENSATION IS SET BASED ON A NUMBER OF FACTORS, INCLUDING REVIEW OF REGIONAL NON-PROFIT COMPENSATION DATA, REVIEW OF UNITED PHILANTHROPY FORUM, ACHIEVEMENT OF GOALS, AND PHILANTHROPY MASSACHUSETTS' BUDGET PARAMETERS AS SET BY THE FINANCE COMMITTEE. PERFORMANCE REVIEWS AND COMPENSATION WAS CONDUCTED IN 2024. THE CEO SETS THE OTHER EMPLOYEES' SALARIES BASED ON SALARY SURVEYS FROM FIELD EXPERTS INCLUDING UNITED PHILANTHROPY FORUM, INDIVIDUALS HOLDING SIMILAR POSITIONS IN SIMILAR AGENCIES, SKILL SET OF THE STAFF, AND BUDGET AS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 PHILANTHROPY MASSACHUSETTS, INC. USES ITS WEBSITE TO PUBLICIZE ITS MISSION STATEMENT, LISTS ITS BOARD MEMBERS, AS WELL AS ITS PROGRAM AND ANNUAL REPORTS. OTHER ORGANIZATIONAL DOCUMENTS, INCLUDING 990'S, ARE AVAILABLE UPON A WRITTEN REQUEST. THE ORGANIZATIONAL 990 IS ALSO AVAILABLE ON WWW.GUIDESTAR.COM AND ON PHILANTHROPY MASSACHUSETTS' WEBSITE. FORM 990, PART XI, LINE 8: IN 2024, PMA RESTATED ITS 2023 FINANCIAL STATEMENTS IN ORDER TO PROPERLY REFLECT CERTAIN REVENUES RELATED TO FISCAL SPONSORSHIPS AND GENERAL CONTRIBUTIONS THAT WERE NOT PROPERLY RECOGNIZED IN THE CORRECT FISCAL YEAR. THE ADJUSTMENTS FROM THESE RESTATEMENTS RESULTED IN A PRIOR PERIOD ADJUSTMENT OF $462,525.