Mt Pleasant Fund Inc

AMHERST, MA EIN: 56-2298541

Mt Pleasant Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMHERST, MA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $113K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$113K

+303.0% YoY

Grant Count

7

+133.3% YoY

Avg Grant Size

$16K

+72.7% YoY

Under IRS private-foundation payout rules, Mt Pleasant Fund Inc reported a distributable amount of $4K for 2024 — the minimum it must pay out in qualifying distributions.

About Mt Pleasant Fund Inc

Based on IRS filings

Mt Pleasant Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMHERST, MA. IRS filing data is available from 2020 through 2024. In 2024, it awarded 7 grants totaling $113K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

DeerfieldHolyokeRichmondShelburne FallsSouth HadleyWest Springfield

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$62K$93K$124K20202021202220232024
Metric202420232022
Total Assets$102,149$93,031
Revenue$10,693$37,118$37,124
Expenses$112,841$28,000$30,054
Qualifying Distributions$112,841$28,000$30,000
Net Investment Income
Distributable Amount$4,135$5,643$5,289

Giving Over Time

Total grant dollars and number of grants per year

$0$28K$56K$85K$113K3 grants20203 grants20213 grants20223 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

The Care Center$26KAll Our Kids$25KNuestras Raices$20KPa'lante Transformative …$20KBig Brothers-Western Mas…$11KPiti Theatre Company$10KThe Care Center$1K

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Care Center ($25,565), All Our Kids ($25,000), Nuestras Raices ($20,000).

RecipientPurposeAmount
Big Brothers-Western Massachusetts West Springfield, MAIn support of mentoring matches in Holyoke MA$11,270
All Our Kids South Hadley, MATo support the organization in its securing of a new property in Holyoke MA$25,000
The Care Center Holyoke, MAIn support of their purchase of new playground equipment$25,565
Nuestras Raices Holyoke, MAIn support of their programming efforts in the Holyoke MA public schools$20,000
Pa'lante Transformative Justice Holyoke, MAIn support of their staff members under the age of 22.$20,000
Piti Theatre Company Shelburne Falls, MAIn support of their programming in Holyoke MA$10,000
The Care Center Holyoke, MAGeneral Operating Support$1,006

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Philip R RosenberryPresident10
Francine RodriguezClerk1
Sam HanniganTreasurer1
Susan CurleyDirector1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Mt Pleasant Fund Inc?

Mt Pleasant Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in AMHERST, MA. It holds — in total assets as of 2024.

Where does Mt Pleasant Fund Inc operate?

Mt Pleasant Fund Inc has awarded grants in California, Massachusetts.

What size grants does Mt Pleasant Fund Inc award?

In 2024, Mt Pleasant Fund Inc awarded 7 grants totaling $113K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Mt Pleasant Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mt Pleasant Fund Inc reported a distributable amount of $4K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Mt Pleasant Fund Inc's EIN?

Mt Pleasant Fund Inc's EIN (Employer Identification Number) is 56-2298541. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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