Boston Investment Professionals
To organize, plan, promote and support activities for the advancement and education of professionals in the investment management and oversight business in the new england area and develop and encourage investment management professionals to use highest principles and ehtics in the profession.
Key facts about Boston Investment Professionals
In short: Boston Investment Professionals gave $15K across 1 grant in 2025 (avg $15K), mostly in Massachusetts. Source: 2025 IRS Form 990.
- EIN
- 27-3007606
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $15,000
- Grants made (2025)
- 1
- Average grant
- $15,000
- Median grant
- $15,000
- Total assets
- $26,633
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$27K
-30.3% YoY
Annual Giving
$15K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$15K
+0.0% YoY
About Boston Investment Professionals
Based on IRS filings
Boston Investment Professionals is a public charity focused on Community Improvement & Capacity Building, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $27K in total assets. In 2025, it awarded 1 grant totaling $15K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $12K (2021) to $17K (2020). In 2025 it made 1 grant totaling $15K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Cradles to Crayons ($15K).
Grant Size Distribution
3 grants across all recorded years
The most common grant size was under $50K: 3 grants of 3 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Cradles to Crayons Brighton, MA | General Operations | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $26,633 | $38,195 | $103,023 |
| Revenue | $324,419 | $252,407 | $301,500 |
| Expenses | $336,181 | $317,510 | $304,528 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2020 (received by the IRS September 22, 2021)
- Updated Form 990 for fiscal year 2021 (received by the IRS October 27, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS August 23, 2023)
- Updated Form 990 for fiscal year 2023 (received by the IRS August 5, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS September 26, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS July 22, 2026)
Leadership & Key People
Officers and directors from IRS filings
Boston Investment Professionals is led by Peter D. Anderson, President on every filing since 2020; none of the 12 officers listed in 2025 report compensation.
Officers on the 2025 filing
Peter D. Anderson
President
On filings since 2020
No compensation reported
Ashby Hatch
Director
On filings since 2020
No compensation reported
David J. Bauer
Director
On filings since 2020
No compensation reported
Jennifer Vaccaro
Director
On filings since 2020
No compensation reported
Molly Giffen
Director
On filings since 2020
No compensation reported
David Pappalardo
Director
On filings since 2021
No compensation reported
Eileen Hayes
Director
On filings since 2022
No compensation reported
Claroy Brantley
Director
On filings since 2024
No compensation reported
Atticus Fallon
Director
New on the 2025 filing
No compensation reported
Susan Rowley
Director
New on the 2025 filing
No compensation reported
Adam McRaig
Treasurer
On filings since 2020
No compensation reported
Stephen Ggargano
Secretary
On filings since 2020
No compensation reported
Former officers (4)
- Former: Brian Carroll (2020–2024) — Director
- Former: C. Laroy Brantley (2020–2023) — Director
- Former: Katrina Bolte (2020) — Director
- Former: Peter D. Gerlings (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Boston Investment Professionals
How much does Boston Investment Professionals give each year?
Boston Investment Professionals gave $15K across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $15K across 1 grant.
How large is Boston Investment Professionals?
Boston Investment Professionals reported $27K in total assets on its 2025 IRS Form 990. Its revenue that year was $324K.
What is Boston Investment Professionals?
Boston Investment Professionals is a public charity focused on Community Improvement & Capacity Building, based in Boston, MA. It holds $27K in total assets as of 2025.
Where does Boston Investment Professionals operate?
Boston Investment Professionals has awarded grants in Massachusetts.
What is Boston Investment Professionals's EIN?
Boston Investment Professionals's EIN (Employer Identification Number) is 27-3007606. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Boston Investment Professionals by hand.
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