Samuel Endicott Fund

Private foundation · Grantmaker Boston, MA EIN: 04-6124121

Samuel Endicott Fund is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $225K in total assets. In 2025, it awarded 2 grants totaling $30K. Net investment income was $17K.

Key facts about Samuel Endicott Fund

In short: Samuel Endicott Fund gave $30K across 2 grants in 2025 (avg $15K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.

EIN
04-6124121
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$30,000
Grants made (2025)
2
Average grant
$15,000
Median grant
$15,000
Total assets
$225,291
Primary geography
Massachusetts (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$225K

-5.7% YoY

Annual Giving

$30K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$15K

+0.0% YoY

Under IRS private-foundation payout rules, Samuel Endicott Fund reported a distributable amount of $21K for 2025 — the minimum it must pay out in qualifying distributions.

How Samuel Endicott Fund gives

  • Giving grew 50% from 2022 to 2025. Method
  • In 2025 it paid out 145% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

Cities

BostonGrotonCharlestownLittleton

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K1 grant2020 3 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2020 to 2025, annual grant giving ranged from $3K (2020) to $30K (2025). In 2025 it made 2 grants totaling $30K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Groton Hill Music Center: $25KGroton Hill Music Center$25KBoston Cares: $5KBoston Cares$5K

The largest 2025 recipient was Groton Hill Music Center ($25K). Together the top 2 received $30K.

Grant Size Distribution

11 grants across all recorded years

11<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 11 grants of 11 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Groton Hill Music Center Groton, MAGeneral Purpose$25,000
Boston Cares Charlestown, MAGeneral Purpose$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$225,291$238,967$253,242
Revenue$26,442$25,899$19,668
Expenses$40,092$40,403$28,170
Qualifying Distributions$30,035$30,035$20,035
Net Investment Income$16,643$15,649$11,533
Distributable Amount$20,726$20,883$19,556

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 5, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 8, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

Leadership & Key People

Officers and directors from IRS filings

Samuel Endicott Fund's 2025 filing lists 3 officers; 1 of 3 officers listed in 2025 is compensated.

Officers on the 2025 filing

  • Edward Notis-McConarty

    Trustee

    On filings since 2020

    1 hr/week

    $4K (2020) → $3K (2025)

  • Peter Endicott

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Cricket Potter

    Trustee

    On filings since 2024

    1 hr/week

    No compensation reported

Former officers (2)
  • Former: Priscilla Endicott (2020–2023) — Trustee
  • Former: Priscilla Potter (2020–2023) — Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Edward Notis-McConarty — Trustee: $3KEdward Notis-McConartyTrustee$3K

The highest reported compensation on the 2025 filing was $3K, to Edward Notis-McConarty (Trustee).

Frequently asked questions about Samuel Endicott Fund

How much does Samuel Endicott Fund give each year?

Samuel Endicott Fund gave $30K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 2 grants.

How large is Samuel Endicott Fund?

Samuel Endicott Fund reported $225K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $21K (roughly 5% of its investment assets).

Where does Samuel Endicott Fund operate?

Samuel Endicott Fund has awarded grants in Massachusetts.

What is Samuel Endicott Fund's EIN?

Samuel Endicott Fund's EIN (Employer Identification Number) is 04-6124121. IRS Form 990 filing data is available on this page for 2020–2025.

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

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