Nonprofit · EIN 04-2767452
PLANNED GIVING GROUP OF NEW ENGLAND
Tax-exempt · WALTHAM, MA 02451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $234,542 | $237,308 | -$2,766 | $467,936 | $31,286 | $436,650 |
| June 30, 2024 | 990 | $226,066 | $190,316 | $35,750 | $447,809 | $31,670 | $416,139 |
| June 30, 2023 | 990 | $217,542 | $211,737 | $5,805 | $408,836 | $51,606 | $357,230 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,350
- Program service revenue
- $225,112
- Investment income
- $8,080
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $1,799
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $4,362
- Program services (functional)
- $180,696
- Management and general (functional)
- $56,612
Balance sheet and other
- Total assets, start of year
- $447,809
- Total assets, end of year
- $467,936
- Total liabilities, end of year
- $31,286
- Net assets, end of year
- $436,650
- Publicly traded securities
- $271,334
- Net assets without donor restrictions
- $436,650
- Gross receipts
- $234,542
- Employees
- 0
- Volunteers
- 55
- Year formed
- 1982
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA PARKER | PRESIDENT Trustee or director, Officer | 2.5 | $0 |
| LINDEN NASH | VICE PRESIDENT FOR PROGRAM Trustee or director, Officer | 0.75 | $0 |
| JOEL CARLTON-GYSAN | OFFICER-AT-LARGE MEMBERSHI Trustee or director | 0.5 | $0 |
| ANDREW PALMER | DIRECTOR OF COMMUNICATIONS Trustee or director | 0.75 | $0 |
| BROOKE CARTER SUKHAVASI | OFFICER-AT-LARGE OPERATIONS Trustee or director | 0.75 | $0 |
| ROSETTA CANNIZZARO | DIRECTOR OF DIVERSITY, EQU Trustee or director | 0.25 | $0 |
| JANE VERRILL | PRESIDENT ELECT Trustee or director, Officer | 0.5 | $0 |
| AMY SCHWADER | OFFICER-AT-LARGE MENTORING Trustee or director | 0.5 | $0 |
| MICHELLE RHODES | MEMBERSHIP SECRETARY Trustee or director | 0.75 | $0 |
| ROGELIO FUSSA | RECORDING SECRETARY Trustee or director | 1.25 | $0 |
| MICHELLE DANNAHER | OFFICER-AT-LARGE SPONSORSHIPS Trustee or director | 0.5 | $0 |
| DANIEL PARKER | TREASURER Trustee or director, Officer | 0.75 | $0 |
| MARK DANTOS | OFFICER-AT-LARGE CONFERENC Trustee or director | 0.25 | $0 |
| BETSY TOWNSEND | OFFICER-AT-LARGE COMMUNICATIONS Trustee or director | 0.25 | $0 |
| ANNA CHIUMENTI | OFFICER-AT-LARGE PROGRAMMI Trustee or director | 0.25 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA ALEXANDER | OFFICER-AT-LARGE PROGRAMMI Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMUEL SANKER | PRESIDENT Trustee or director, Officer | 2 | $0 |
| LAURA PARKER | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| LINDEN NASH | VICE PRESIDENT FOR PROGRAM Trustee or director, Officer | 0.75 | $0 |
| CAROLYN FREEMAN | TREASURER Trustee or director, Officer | 0.75 | $0 |
| JOEL CARLTON-GYSAN | MEMBERSHIP SECRETARY Trustee or director | 1.5 | $0 |
| MEREDITH JOHNSON | RECORDING SECRETARY Trustee or director | 1 | $0 |
| ANDREW PALMER | DIRECTOR OF COMMUNICATIONS Trustee or director | 0.75 | $0 |
| HOLLY FERGUSON | OFFICER-AT-LARGE PROGRAMMING AND CONFERENCE Trustee or director | 1 | $0 |
| BROOKE CARTER SUKHAVASI | OFFICER-AT-LARGE CONFERENCE CHAIR Trustee or director | 0.75 | $0 |
| ROSETTA CANNIZZARO | DIRECTOR OF DIVERSITY, EQUITY, AND INCLUSION Trustee or director | 0.25 | $0 |
| EMMA PENICK | OFFICER-AT-LARGE MENTORING Trustee or director | 0.5 | $0 |
| JANE VERRILL | OFFICER-AT-LARGE OPERATIONS Trustee or director | 1.5 | $0 |
| AMY SCHWADER | OFFICER-AT-LARGE COMMUNICATIONS Trustee or director | 0.5 | $0 |
| MICHELLE RHODES | OFFICER-AT-LARGE MEMBERSHIP Trustee or director | 1 | $0 |
| ROGELIO FUSSA | OFFICER-AT-LARGE PROGRAMMING AND CONFERENCE Trustee or director | 1.25 | $0 |
| MICHELLE DANNAHER | OFFICER-AT-LARGE SPONSORSHIP Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY RICHARDSON | PRESIDENT Trustee or director, Officer | 2 | $0 |
| SAMUEL SANKER | PRESIDENT-ELECT Trustee or director, Officer | 1 | $0 |
| ROGELIO FUSSA | VICE PRESIDENT FOR PROGRAMMING Trustee or director, Officer | 0.75 | $0 |
| CAROLYN FREEMAN | TREASURER Trustee or director, Officer | 0.75 | $0 |
| JOEL CARLTON-GYSAN | MEMBERSHIP SECRETARY Trustee or director | 1.5 | $0 |
| MEREDITH JOHNSON | RECORDING SECRETARY Trustee or director | 1 | $0 |
| ANDREW PALMER | DIRECTOR OF COMMUNICATIONS Trustee or director | 0.75 | $0 |
| HOLLY FERGUSON | CONFERENCE CHAIR Trustee or director | 0.75 | $0 |
| BROOKE CARTER SUKHAVASI | OFFICER-AT-LARGE COMMUNICATIONS Trustee or director | 0.5 | $0 |
| KATIE CARR | DIRECTOR OF DIVERSITY, EQUITY & INCLUSION Trustee or director | 0.5 | $0 |
| EMMA PENICK | OFFICER-AT-LARGE MENTORING Trustee or director | 0.5 | $0 |
| JANE VERRILL | OFFICER-AT-LARGE OPERATIONS Trustee or director | 1.5 | $0 |
| LINDEN NASH | OFFICER-AT-LARGE PROGRAMMING & CONFERENCE Trustee or director | 1 | $0 |
| BRAD BEDINGFIELD | OFFICER-AT-LARGE PROGRAMMING & CONFERENCE Trustee or director | 1 | $0 |
| LAURA PARKER | OFFICER-AT-LARGE SPONSORSHIP Trustee or director | 1.25 | $0 |
Address and contacts
- Address (IRS master file)
- 60 HICKORY DRIVE 6100, WALTHAM, MA 02451-1013
- In care of
- % M KELLEY DIR OF PLANNED GIVING
- Principal officer (990 for 2024)
- JANE VERRILL, 60 HICKORY DRIVE 6100, WALTHAM, MA 02451
- Signed the 990
- DANIEL PARKER, TREASURER
- Phone
- (781) 647-4343
- Website
- HTTPS://WWW.PGGNE.ORG/
- Return prepared by
- LITMANGERSON ASSOCIATES LLP
Mission
TO PROVIDE A FORUM FOR THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF FUND RAISING OFFICERS OF NON-PROFIT ORGANIZATIONS AND ALLIED PROFESSIONALS IN ALL ASPECTS OF CHARITABLE GIFT PLANNING AND TO ENGAGE IN ACTIVITIES THAT ENCOURAGE PHILANTHROPY.
Program accomplishments
- PROVIDING A FORUM FOR THE EDCUATION AND PROFESSIONAL DEVELOPMENT OF FUND RAISING OFFICERS OF NON-PROFIT ORGANIZATIONS AND ALLIED PROFESSIONALS IN ALL ASPECTS OF CHARITABLE GIFT PLANNING, AND ENGAGING IN ACTIVITIES THAT ENCOURAGE PHILANTHROPY.Expenses $180,696 · grants $1,799 · revenue $225,112
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2767452
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $467,936
- Income (IRS master file)
- $234,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $234,542 | $237,308 | $467,936 | IRS |
| 990 | June 2024 | $226,066 | $190,316 | $447,809 | IRS |
| 990 | June 2023 | $217,542 | $211,737 | $408,836 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2767452).
Questions about PLANNED GIVING GROUP OF NEW ENGLAND
- What is the EIN of PLANNED GIVING GROUP OF NEW ENGLAND?
- The employer identification number (EIN) of PLANNED GIVING GROUP OF NEW ENGLAND is 04-2767452.
- Is PLANNED GIVING GROUP OF NEW ENGLAND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to PLANNED GIVING GROUP OF NEW ENGLAND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLANNED GIVING GROUP OF NEW ENGLAND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PLANNED GIVING GROUP OF NEW ENGLAND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PLANNED GIVING GROUP OF NEW ENGLAND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of PLANNED GIVING GROUP OF NEW ENGLAND?
- The 990 for the year ended June 30, 2025 names JANE VERRILL.
- Who are the officers and directors of PLANNED GIVING GROUP OF NEW ENGLAND?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does PLANNED GIVING GROUP OF NEW ENGLAND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $234,542, expenses of $237,308 and total assets of $467,936 at year end.
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