Educational Foundation of Mscpa's

BOSTON, MA EIN: 04-6139571 Website

THE MISSION OF THE MSCPA'S EDUCATIONAL FOUNDATION IS TO INSPIRE AND SUPPORT THE NEXT GENERATION OF CPAS IN MASSACHUSETTS.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$1.6M

+5.4% YoY

Annual Giving

-100.0% YoY

Grant Count

0

-100.0% YoY

Avg Grant Size

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$719K$1M$2M$3M20202021202220232024
Metric202420232022
Total Assets$1,584,488$1,503,211$1,277,822
Revenue$2,614,154$2,334,844$2,006,323
Expenses$2,601,985$2,091,467$1,587,416
Qualifying Distributions
Net Investment Income$20,841$8,642$87
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$9K$19K$28K$37K0 grants20200 grants20211 grants20222 grants20230 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Educational Foundation of Mscpa's fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT S MILLERCHAIRPERSON0.5
AMY A PITTERTREASURER/SECRETARY THROUGH 12/232
ZACHARY M DONAHTREASURER/SECRETARY EFFECTIVE 1/242
JAMES CHRISTENSONDIRECTOR0.5
MARQUIS D COOPERDIRECTOR0.5
SHANIKWA D DAVISDIRECTOR0.5
SOPHIA R ELTONDIRECTOR0.5
GABRIEL FERNANDEZDIRECTOR0.5
SANTIAGO A FERNANDEZ-SUAREZDIRECTOR0.5
WILLIAM D MAHONEYDIRECTOR0.5
JOHN M MICALIZZIDIRECTOR0.5
AMY K PHELANDIRECTOR0.5
MARY-JOAN P POTVINDIRECTOR0.5
MELISSA J SAWYERDIRECTOR0.5
KERRY A STAKEMDIRECTOR0.5

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

Cities

Fall RiverLowell

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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