Lovett-Woodsum Foundation Inc

BOSTON, MA EIN: 04-2944183

The Lovett-Woodsum Foundation Inc is a private family foundation established in 1986 and based in Boston, Massachusetts. The foundation supports nonprofit organizations serving underserved populations and disadvantaged communities across multiple issue areas and geographic regions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$87.6M

+7.3% YoY

Annual Giving

$1.9M

+56.4% YoY

Grant Count

85

+3.7% YoY

Avg Grant Size

$23K

+50.9% YoY

Under IRS private-foundation payout rules, Lovett-Woodsum Foundation Inc reported a distributable amount of $4.5M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation focuses on organizations and projects that primarily benefit underserved populations and disadvantaged communities. Specifically, the foundation funds projects and organizations designed to:

  • Strengthen the education, independence, and capabilities of adults, children, and families
  • Increase economic, social justice, and power within low-income communities
  • Promote conservation and sustain the environment

Primary funding areas include education, social justice, arts and culture, animal welfare, health, human services, and the environment.

The foundation is committed to supporting organizations that do not discriminate based on race, color, religion, gender, marital status, beliefs, age, national origin, sexual orientation, or physical and mental disability.

Grantmaking

The foundation does not maintain a public website or provide easily accessible grant application procedures for uninvited groups.

Grant Range

s:** Typical awards range from $125,000 to $400,000.

Review Cycle

. Interested organizations should contact the foundation directly.

How to Apply

** The foundation does not accept unsolicited applications. Solicited applications are accepted through a continuous grant cycle. Interested organizations should contact the foundation directly.

Ready to take the next step with Lovett-Woodsum Foundation Inc?

Geographic Focus

Where this funder awards grants

The foundation concentrates its grantmaking on organizations and projects principally located in:

  • Boston, Massachusetts
  • New Hampshire Lakes Region
  • South Florida

Grant Distribution by State

23states
+15 more states

Cities

ArlingtonAshlandBethesdaBostonBrainreeBristolBrooklineBurlingtonCambridgeCenter HarborChappaquaChatsworthChelseaChestnut HillChicagoConcordCoral GablesDurhamEast BostonEvanston

Financial History

Multi-year comparison from IRS filings

Total Assets: $87,599,707

Total Annual Giving: $1,927,710 (2024)

EIN: 04-2944183

IRS Filing Status: Required to file Form 990-PF; most recent filings available for 2024, 2023, and 2022

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$5M$11M$16M$22M20202021202220232024
Metric202420232022
Total Assets$87,599,707$81,647,422$82,773,529
Revenue$8,166,879$353,264$19,597,124
Expenses$2,219,111$1,487,381$1,134,704
Qualifying Distributions$1,927,710$1,232,736$695,321
Net Investment Income$7,885,147$1,598,392$1,519,395
Distributable Amount$4,537,617$4,005,935$3,904,801

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$4M$5M160 grants202093 grants202150 grants202282 grants202385 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

City Year$400KBoston Children's Museum$100KMuseum Of Fine Arts$100KInitiative For a Competi…$50KBoston Symphony Orchestra$30KPlymouth Congregational …$27KORCATGrayvik Animal Care…$25KSquam Lakes Conservation…$25KSquam Lakes Association$22KCollege For Social Innov…$20K

Grant Size Distribution

250 grants across all recorded years

233<$50K7$50–100K9$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include City Year ($400,000), Boston Children's Museum ($100,000), Museum Of Fine Arts ($100,000).

RecipientPurposeAmount
American Museum Of Fly Fishing Manchester Center, VTUnrestricted$2,500
Beacon Hill Nursery School Boston, MAUnrestricted$5,000
Blackfoot Challenge Ovando, MTUnrestricted$3,000
Boston Children's Chorus Boston, MAUnrestricted$5,000
Boston Children's Museum Boston, MAUnrestricted$100,000
Boston Symphony Orchestra Boston, MAUnrestricted$30,000
City Year Boston, MAUnrestricted$400,000
College For Social Innovation Boston, MAUnrestricted$20,000
Currier Museum Of Art Manchester, NHUnrestricted$10,000
Dwight Hall At Yale University New Haven, CTUnrestricted$13,000

Leadership & Key People

Leadership team and compensation from IRS filings

Anne B. Lovett - President of the foundation; holds a Bachelor of Arts degree from Yale University

Stephen G. Woodsum - Founding managing director in the Boston office of Summit Partners, a global growth equity firm

The foundation does not employ any paid staff and uses Merrill Lynch for investment management purposes.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Anne R LovettPresident
Stephen G WoodsumTreasurer
David H HopfenbergClerk

Frequently Asked Questions

What does Lovett-Woodsum Foundation Inc fund?

The foundation focuses on organizations and projects that primarily benefit underserved populations and disadvantaged communities. Specifically, the foundation funds projects and organizations designed to: • Strengthen the education, independence, and capabilities of adults, children, and families • Increase economic, social justice, and power within low-income communities • Promote conservation and sustain the environment Primary funding areas include education, social justice, arts and cultur…

How do I apply for a grant from Lovett-Woodsum Foundation Inc?

**Grant Sizes:** Typical awards range from $125,000 to $400,000. **Total Annual Giving:** $1,927,710 (based on most recent IRS 990 filing for 2024) **Application Process:** The foundation does not accept unsolicited applications. Solicited applications are accepted through a continuous grant cycle. Interested organizations should contact the foundation directly. **Contact Information:** • Email: ksimpson@l-wf.org • Phone: 617-247-2515 • Address: 21 Commonwealth Ave, Boston, MA 02116 The foundat…

Where does Lovett-Woodsum Foundation Inc make grants?

The foundation concentrates its grantmaking on organizations and projects principally located in: • Boston, Massachusetts • New Hampshire Lakes Region • South Florida

What size grants does Lovett-Woodsum Foundation Inc award?

In 2024, Lovett-Woodsum Foundation Inc awarded 85 grants totaling $1.9M — an average of about $23K per grant, based on its IRS Form 990 filings.

How much is Lovett-Woodsum Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lovett-Woodsum Foundation Inc reported a distributable amount of $4.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lovett-Woodsum Foundation Inc's EIN?

Lovett-Woodsum Foundation Inc's EIN (Employer Identification Number) is 04-2944183. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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