The Colonial Society of Massachusetts

BOSTON, MA EIN: 04-6110988

The Colonial Society of Massachusetts is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $20.4M in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $1.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$20.4M

+22.6% YoY

Annual Giving

$25K

+0.0% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$13K

+0.0% YoY

About The Colonial Society of Massachusetts

Based on IRS filings

The Colonial Society of Massachusetts is a private foundation, based in BOSTON, MA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $20.4M in total assets. In 2024, it awarded 2 grants totaling $25K. Net investment income was $1.0M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

BostonCambridge

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$331K$663K$994K$1M2021202220232024
Metric202420232022
Total Assets$20,406,642$16,641,549$14,238,397
Revenue$1,140,728$607,861$707,270
Expenses$614,112$727,032$729,850
Qualifying Distributions$578,845$363,173$652,487
Net Investment Income$1,024,212$493,057$542,901
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$13K$20K$27K2 grants20213 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

AMES FOUNDATION$20KNEW ENGLAND REGIONAL FEL…$5K

Grant Size Distribution

9 grants across all recorded years

9<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ROBERT J ALLISONPRESIDENT3
AMORY L LOGANTREASURER2
LESLIE A MORRISSECRETARY2
RASHAUN MARTINVICE PRESIDENT2
DANIEL R COQUILLETTEVICE PRESIDENT2
CELESTE WALKERVICE PRESIDENT2
SUSAN LIVELYVICE PRESIDENT2

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

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