Ethical Investment Research Services USA
Ethical Investment Research Services USA is a private foundation focused on Social Science, based in Quincy, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $34K in total assets. In 2024, it made $97K in qualifying distributions.
Ethical Investment Research Services USA at a glance
- Total assets
- $33,726
- -24.3% vs 2023
- Revenue (2024)
- $175,171
- -3.9% vs 2023
- Qualifying distributions (2024)
- $97,282
- -6.2% vs 2023
- Expenses (2024)
- $184,241
- -4.1% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|
| 2024 | $33,726 | $175,171 | $184,241 | $97,282 | $822 |
| 2023 | $44,547 | $182,202 | $192,179 | $103,680 | $1,002 |
| 2022 | $55,121 | $133,993 | $142,994 | $78,099 | $1,285 |
| 2021 | $67,762 | $119,712 | $104,412 | $52 | $1,475 |
| 2020 | $52,465 | $167,143 | $181,109 | — | $1,036 |
Under IRS private-foundation payout rules, Ethical Investment Research Services USA reported a distributable amount of $822 for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Ethical Investment Research Services USA is led by Peter John Webster, CEO & Director since 2021 (on filings since 2020); 1 of 6 officers listed in 2024 is compensated.
Officers on the 2024 filing
Peter John Webster
CEO & Director
CEO → CEO & Director, 2021
On filings since 2020
4 hrs/week
No compensation reported
Julia Nina Roth
President & Director
On filings since 2023
0.1 hrs/week
No compensation reported
Samantha Shelley Chua
Director & Clerk
On filings since 2022
0.1 hrs/week
$45K (2022) → $67K (2024)
Richard Stuart Howitt
Director
On filings since 2022
0.1 hrs/week
No compensation reported
Lisa Jane Stonestreet
Treasurer
On filings since 2020
0.1 hrs/week
No compensation reported
Annabel Tui Richings
Assistant Clerk
Assitant Clerk → Assistant Clerk, 2023
On filings since 2022
0.1 hrs/week
No compensation reported
Former officers (5)
- Former: David Timothy Bent-Hazelwood (2021–2023) — President & Director
- Former: Jacob Glenshaw (2021–2022) — Former Clerk
- Former: David Timothy Bent (2020) — President
- Former: Philippe Edward Bone (2020) — Clerk
- Former: Roger Crowe (2020) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $67K, to Samantha Shelley Chua (Director & Clerk).
Frequently asked questions about Ethical Investment Research Services USA
How large is Ethical Investment Research Services USA?
Ethical Investment Research Services USA reported $34K in total assets on its 2024 IRS Form 990-PF. It paid out $97K in qualifying distributions that year, against a required minimum of $822 (roughly 5% of its investment assets).
What is Ethical Investment Research Services USA?
Ethical Investment Research Services USA is a private foundation focused on Social Science, based in Quincy, MA. It holds $34K in total assets as of 2024.
What is Ethical Investment Research Services USA's EIN?
Ethical Investment Research Services USA's EIN (Employer Identification Number) is 20-3045397. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Figures come from Ethical Investment Research Services USA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
Ethical Investment Research Services USA down — hundreds of funders to go?