Nonprofit · EIN 22-3283364
JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I
Tax-exempt · WALTHAM, MA 02451
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $654,580 | $734,779 | -$80,199 | $9,160,768 | $0 | $9,160,768 |
| September 30, 2024 | 990 | $159,776 | $584,484 | -$424,708 | $8,335,204 | $0 | $8,335,204 |
| September 30, 2023 | 990 | $232,826 | $619,325 | -$386,499 | $7,476,894 | $0 | $7,476,894 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $163,560
- Program service revenue
- $0
- Investment income
- $491,020
- Net gain from sales of assets
- $420,252
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $647,899
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $17,725
- Program services (functional)
- $661,547
- Management and general (functional)
- $72,700
- Fundraising (functional)
- $532
Balance sheet and other
- Total assets, start of year
- $8,335,204
- Total assets, end of year
- $9,160,768
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,160,768
- Net assets without donor restrictions
- $5,580,433
- Net assets with donor restrictions
- $3,580,335
- Gross receipts
- $664,328
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1992
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY SAVIT | FORMER EX-OFFICIO Former | 1 | $0 | $223,850 | $23,898 |
| LAUREN KORN | EX-OFFICIO Officer | 1 | $0 | $115,210 | $29,299 |
| JOSEPH MORGART | CHAIRMAN/CLERK/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KAREN SISSELMAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JACK KADIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PETER ANTOSZYK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN ROSEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BEN MARSH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARC RUBENSTEIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALLISON HIRSCH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY SAVIT | EX-OFFICIO Officer | 1 | $0 | $236,610 | $15,491 |
| JOSEPH MORGART | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY GREEN | BOARD CLERK AND TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALLEN SHELDON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN SISSELMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYNN LEVY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID BAMEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK KADIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER ANTOSZYK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN ROSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BOB HABER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN MARSH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY SAVIT | EX-OFFICIO Officer | 1 | $0 | $252,468 | $14,028 |
| JOSEPH MORGART | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LARRY GREEN | BOARD CLERK AND TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALLEN SHELDON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN SISSELMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYNN LEVY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT HABER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID BAMEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH JACOBS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK KADIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PETER ANTOSZYK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN ROSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1430 MAIN ST, WALTHAM, MA 02451-1623
- Principal officer (990 for 2024)
- JOSEPH MORGART, 1430 MAIN STREET, WALTHAM, MA 02451
- Signed the 990
- JOSEPH MORGART, CHAIRMAN
- Phone
- (617) 965-7055
- Website
- WWW.JBBBS.ORG
- Return prepared by
- AAFCPAS INC
Mission
THE PURPOSE OF JEWISH BIG BROTHERS & BIG SISTERS ASSOCIATON OF THE GREATER BOSTON ENDOWMENT FUND, INC. IS TO INSURE THE FINANCIAL VIABILITY AND STRENGTH OF THE JEWISH BIG BROTHERS & BIG SISTERS ASSOCIATION OF GREATER BOSTON BY (I) ESTABLISHING AND MANAGING AN ENDOWMENT FUND TO WHICH INDIVIDUALS, CORPORATIONS, PARTNERSHIP AND ALL OTHER ENTITIES CAN CONTRIBUTE IN ORDER TO PROVIDE FOR THE LONG TERM FINANCIAL SURVIVAL OF THE ASSOCIATION, AND (II) BY MAKING DISTRIBUTIONS OF FUNDS TO THE ASSOCIATION FOR ITS GENERAL OPERATING REQUIREMENT AS WELL AS FOR ITS VARIOUS SPECIAL EVENTS AND PROJECTS. ADDITIONALLY TO CARRY ON ANY OTHER CHARITABLE OR EDUCATIONAL ENDEAVORS WITHIN THE MEANING OF SECTION 501C (3) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- PROVIDED SUPPORT TO THE JEWISH BIG BROTHERS & BIG SISTERS ASSOCIATION OF GREATER BOSTON.Expenses $392,953 · grants $379,305
- SCHOLARSHIPS PROGRAM.Expenses $268,594 · grants $268,594
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 22-3283364
- 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
- 1996
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Youth development (O31)
- Assets (IRS master file)
- $9,160,768
- Income (IRS master file)
- $664,328
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $654,580 | $734,779 | $9,160,768 | IRS |
| 990 | September 2024 | $159,776 | $584,484 | $8,335,204 | IRS |
| 990 | September 2023 | $232,826 | $619,325 | $7,476,894 | XML |
| 990 | September 2022 | $371,408 | $625,045 | $6,962,635 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 22-3283364).
Questions about JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I
- What is the EIN of JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I?
- The employer identification number (EIN) of JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I is 22-3283364.
- Is JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I 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 JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I?
- The 990 for the year ended September 30, 2025 names JOSEPH MORGART.
- Who are the officers and directors of JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I?
- The 990 for the year ended September 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does JEWISH BIG BROTHER & BIG SISTER ASSN OF GR BOSTON ENDOWMENT FUND I have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $654,580, expenses of $734,779 and total assets of $9,160,768 at year end.
Other nonprofits in WALTHAM
- GIRL SCOUTS OF EASTERN MASSACHUSETTS INC EIN 04-2703281 · last filed 990 for 2025
- WALTHAM PARTNERSHIP FOR YOUTH INC EIN 04-3399437 · last filed 990 for 2025
- 7UICE FOUNDATION INC EIN 84-3380256 · last filed 990 for 2025
- WALTHAM POP WARNER FOOTBALL EIN 22-2864893 · last filed 990 for 2025
- WALTHAM YOUTH FIELD HOCKEY INC EIN 39-2821937 · last filed 990-N for 2025
- UNIVERSITY OF MASSACHUSETTS EIN 93-1858892 · last filed 990-N for 2024
- BRANDEIS UNIVERSITY EIN 04-2103552 · last filed 990 for 2025
- BENTLEY UNIVERSITY EIN 04-1081650 · last filed 990 for 2025
All nonprofits in WALTHAM · Massachusetts · Youth development