Independent University Alumni

LOWELL, MA EIN: 04-2052723

Independent University Alumni is a private foundation, based in LOWELL, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 3 grants totaling $3.3M. Net investment income was $263K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$6.4M

-30.1% YoY

Annual Giving

$3.3M

+1576.8% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$1.1M

+1576.8% YoY

About Independent University Alumni

Based on IRS filings

Independent University Alumni is a private foundation, based in LOWELL, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $6.4M in total assets. In 2024, it awarded 3 grants totaling $3.3M. Net investment income was $263K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

LowellNewtonNewtown

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$3M$5M$7M2021202220232024
Metric202420232022
Total Assets$6,372,817$9,120,997$8,771,831
Revenue$285,348$284,157$2,511,963
Expenses$3,391,474$328,589$3,185,863
Qualifying Distributions$3,389,928$641,512$6,228,564
Net Investment Income$263,233$239,847$2,488,804
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$822K$2M$2M$3M1 grants20212 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

UNIVERSITY OF MASSACHUSE…$3.1MUNIVERSITY OF MASSACHUSE…$150KUNIVERSITY OF MASSACHUSE…$18K

Grant Size Distribution

9 grants across all recorded years

3<$50K$50–100K4$100–250K$250–500K$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARGARET SHANAHANEXECUTIVE DI$53K

From 2024 filing

NameTitleHoursCompensation
MARGARET SHANAHANEXECUTIVE DI40$52,880
KEVIN SHANAHANPRESIDENT1
MICHAEL ALPERTVICE PRESIDE1
PATRICIA RIVARD GARDNERTREASURER1
DAVIS LEESECRETARY1
WALTER DAWSONDIRECTOR1
RICHARD DONALDSONDIRECTOR1
GEORGE DUGGANDIRECTOR1
HAE-YOUNG CHRISTINA JOODIRECTOR1
VALERIE KINGDIRECTOR1
MARY ANN KITROSSERDIRECTOR1
THOMAS VAUGHNDIRECTOR1
JOSEPH VECCHIONEDIRECTOR1
RICHARD RUSSELLDIRECTOR1

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

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