Nellie Mae Education Foundation Inc logo

Nellie Mae Education Foundation Inc

QUINCY, MA EIN: 04-2755323 Website

The Nellie Mae Education Foundation is the largest philanthropy in New England dedicated exclusively to education. Established in 1999 following the sale of the Nellie Mae Corporation to Sallie Mae, the Foundation operates as a Massachusetts not-for-profit corporation and 501(c)(3) public charity. Headquartered in Quincy, Massachusetts, the Foundation works to advance educational excellence and equity across the New England region.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$543.0M

+4.5% YoY

Annual Giving

$21.0M

+40.4% YoY

Grant Count

140

-40.2% YoY

Avg Grant Size

$150K

+134.6% YoY

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

Mission & Focus Areas

The Foundation's mission is to champion efforts that prioritize community goals that challenge inequities and advance excellent, student-centered public education for all New England youth.

The Foundation operates exclusively for the benefit of educational organizations, including universities, colleges, secondary schools, elementary schools, and other educational organizations described in IRC Section 501(c)(3) that are not private foundations.

The Foundation has undergone a significant strategic shift to focus its grantmaking on advancing racial equity in K-12 public education throughout New England, specifically addressing structural racism and white supremacy in education systems. The strategy emphasizes deepening relationships with grantees, continuous learning, and adaptive approaches rather than fixed multi-year plans.

Grantmaking

The Foundation offers Event Sponsorships supporting organizations and communities with one-time event support that align with the Foundation's mission, vision, and values. Applicants can apply for Event Sponsorships up to $5,000, with application deadlines on March 26, June 25, September 10, and November 5, 2026.

Grant Range

s & Distribution:**

Review Cycle

on March 26, June 25, September 10, and November 5, 2026.

How to Apply

**

Ready to take the next step with Nellie Mae Education Foundation Inc?

Geographic Focus

Where this funder awards grants

The Foundation focuses exclusively on New England, serving six states: Massachusetts, New Hampshire, Connecticut, Rhode Island, Vermont, and Maine.

Grant Distribution by State

28states
+20 more states

Cities

AllstonAmesburyAmherstAmherst MaArlingtonAtlantaAugustaAuroraBaltimoreBangorBelfastBelmontBemidjiBenningtonBethesdaBloomingtonBostonBranfordBrattleboroBrentwood

Financial History

Multi-year comparison from IRS filings

Assets & Revenue:

  • Total assets: $543 million (2024)
  • Total liabilities: $10.5 million (2024)
  • Revenue: $40.9 million (2024)
  • Expenses: $30 million (2024)
  • Annual giving: $14.6 million (2023)

Tax Status: Tax-exempt since September 1988. EIN: 04-2755323.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$26M$52M$78M$104M20202021202220232024
Metric202420232022
Total Assets$543,039,688$519,417,333$483,194,914
Revenue$40,949,471$21,415,739$23,248,571
Expenses$29,994,105$23,090,325$26,327,764
Qualifying Distributions
Net Investment Income$40,949,471$21,215,739$22,548,571
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$9M$17M$26M$35M386 grants2020266 grants2021257 grants2022234 grants2023140 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FSG INC$1.3MBROWN UNIVERSITY$850KFUND FOR THE CITY OF NEW…$600KFOUNDATION FOR LOUISIANA$300KEDUCATION RESOURCE STRAT…$265KAMALGAMATED CHARITABLE F…$250KBROWN UNIVERSITY$250KCONNECTICUT VOICES FOR C…$229KEDUCATE MAINE$229KEDITORIAL PROJECTS IN ED…$200K

Grant Size Distribution

250 grants across all recorded years

89<$50K14$50–100K64$100–250K63$250–500K17$500K–1M3$1–5M$5M+

Open Grants

2 open opportunities from Nellie Mae Education Foundation Inc

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Dr. Gisele C. Shorter serves as President and CEO, appointed in July 2023.

Jan Phlegar serves as Chair of the Board of Directors.

Compensation Overview

From 2024 IRS filing

DR GISELE SHORTERPRESIDENT & CEO$514KMICHAEL CAREYVP OF FINANCE (UNTIL JUNE 20…$347KJESSICA SPOHNDIR. OF GRANTMAKING (UNTIL 1…$269KMARCOS POPOVICHPROGRAM DIRECTOR, GRANTMAKING$182KPAUL MARSHIT MANAGER$172KSTEPHANIE CHENEYSR MANAGER, GRANTS & PROGRAMS$148KERIN BROUILLETTECHIEF FINANCIAL OFFICER$135KALEXIS HAREWOODSENIOR PROGRAM OFFICER$129KWARREN SIMMONSDIRECTOR$39KELSA NUNEZDIRECTOR$27KJOHN REMONDIDIRECTOR$27KPRABAL CHAKRABARTIDIRECTOR$24KBETTY FRANCISCODIRECTOR$24KELIZABETH HILPMANDIRECTOR$24KJOHN JACKSONDIRECTOR$24KDEBORAH JEWELL-SHERMANDIRECTOR$24KCOLLEEN QUINTDIRECTOR$24KDANIA VAZQUEZDIRECTOR$24KPRUDENCE CARTERDIRECTOR$20KMISHONE DONELSONDIRECTOR$20KDEBRA HUMPHREYSDIRECTOR$20KMAKEEBA MCCREARYDIRECTOR$20KNICHOLAS WARRENDIRECTOR$10KPAMELA WHITECLERK$8K

From 2024 filing

NameTitleHoursCompensation
PRUDENCE CARTERDIRECTOR1$20,000
PRABAL CHAKRABARTIDIRECTOR2$24,000
MISHONE DONELSONDIRECTOR1$20,000
BETTY FRANCISCODIRECTOR2$24,000
ELIZABETH HILPMANDIRECTOR2$24,000
DEBRA HUMPHREYSDIRECTOR1$20,000
JOHN JACKSONDIRECTOR2$24,000
DEBORAH JEWELL-SHERMANDIRECTOR2$24,000
MAKEEBA MCCREARYDIRECTOR1$20,000
ELSA NUNEZDIRECTOR2$27,000
COLLEEN QUINTDIRECTOR1$24,000
JOHN REMONDIDIRECTOR2$27,000
WARREN SIMMONSDIRECTOR2$39,000
DANIA VAZQUEZDIRECTOR2$24,000
NICHOLAS WARRENDIRECTOR1$10,000
PAMELA WHITECLERK40$7,851
DR GISELE SHORTERPRESIDENT & CEO60$513,803
ERIN BROUILLETTECHIEF FINANCIAL OFFICER40$135,245
MICHAEL CAREYVP OF FINANCE (UNTIL JUNE 2024)40$347,146
JESSICA SPOHNDIR. OF GRANTMAKING (UNTIL 1/19/24)40$269,031
MARCOS POPOVICHPROGRAM DIRECTOR, GRANTMAKING40$182,378
PAUL MARSHIT MANAGER40$171,507
STEPHANIE CHENEYSR MANAGER, GRANTS & PROGRAMS40$147,567
ALEXIS HAREWOODSENIOR PROGRAM OFFICER40$129,176

Recent News & Activity

Recent developments and announcements

2026

The Foundation announced a refined grantmaking strategy with a focus on advancing racial equity in K-12 public education. Starting in 2026, the Foundation launched updated grant categories including Event Sponsorships with specific application deadlines and eligibility criteria.

Announcing New Grant Commitments | Nellie Mae Education Foundation

Recent grant commitments have supported educational initiatives across the Northeast, including a $900,000 grant to the Worcester Education Collaborative and funding for financial education research projects.

$600,000 AWARDED FOR 5 FINANCIAL EDUCATION RESEARCH PROJECTS

Subject Areas

Focus areas based on grantmaking activity

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

What could you do with Nellie Mae Education Foundation Inc on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities