Taunton-south Shore Foundation Inc

SHREWSBURY, MA EIN: 04-6040591

Taunton-south Shore Foundation Inc is a private foundation, based in SHREWSBURY, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 2 grants totaling $78K. Net investment income was $69K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+6.2% YoY

Annual Giving

$78K

-9.3% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$39K

+36.0% YoY

Under IRS private-foundation payout rules, Taunton-south Shore Foundation Inc reported a distributable amount of $90K for 2024 — the minimum it must pay out in qualifying distributions.

About Taunton-south Shore Foundation Inc

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $327K (81%)

New Hampshire $53K (13%)

Rhode Island $25K (6%)

States

Massachusetts New Hampshire Rhode Island

Cities

AttleboroBridgewaterDightonFall RiverLancasterProvidenceTaunton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,837,013	$1,730,062	$1,543,629
Revenue	$105,367	$178,833	$77,975
Expenses	$114,020	$121,207	$118,331
Qualifying Distributions	$78,000	$86,000	$91,000
Net Investment Income	$69,347	$142,625	$50,538
Distributable Amount	$90,414	$78,633	$85,362

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Boys & Girls Club of Metro South ($60,000), Old Colony History Museum ($18,000).

Recipient	Purpose	Amount
BOYS & GIRLS CLUB OF METRO SOUTH TAUNTON, MA	CONTRIBUTION TO GENERAL FUND	$60,000
OLD COLONY HISTORY MUSEUM TAUNTON, MA	CONTRIBUTION TO GENERAL FUND	$18,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REBECCA MORE	Trustee	1	—
CHARLES DALY	Treasurer	2	$10,000
ROSA HALLOWELL	Trustee	1	—
CHARLES WEEKS	President	1	—
MARK B STEIN	Secretary	1	—

Frequently Asked Questions

How large is Taunton-south Shore Foundation Inc?

As of 2024, Taunton-south Shore Foundation Inc holds $1.8M in total assets with $105K in annual revenue. It awarded 2 grants totaling $78K in 2024.

Where does Taunton-south Shore Foundation Inc operate?

Taunton-south Shore Foundation Inc has awarded grants in Massachusetts, New Hampshire, Rhode Island.

What size grants does Taunton-south Shore Foundation Inc award?

In 2024, Taunton-south Shore Foundation Inc awarded 2 grants totaling $78K — an average of about $39K per grant, based on its IRS Form 990 filings.

How much is Taunton-south Shore Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Taunton-south Shore Foundation Inc reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Taunton-south Shore Foundation Inc's EIN?

Taunton-south Shore Foundation Inc's EIN (Employer Identification Number) is 04-6040591. IRS Form 990 filing data is available on this page for 2020–2024.