The Colonial Society of Massachusetts
The Colonial Society of Massachusetts is a private foundation, based in Boston, MA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $20.4M in total assets. In 2025, it awarded 2 grants totaling $25K. Net investment income was $866K.
The Colonial Society of Massachusetts at a glance
In short: The Colonial Society of Massachusetts gave $25K across 2 grants in 2025 (avg $13K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $25,000
- +0.0% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $12,500
- +0.0% vs 2024
- Median grant
- $12,500
- Total assets
- $20,397,705
- -0.0% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Colonial Society of Massachusetts funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Ames Foundation ($20K). Together the top 2 received $25K.
Grant Size Distribution
11 grants across all recorded years
The most common grant size was under $50K: 11 grants of 11 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Colonial Society of Massachusetts gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $20K (2021) to $27K (2022). In 2025 it made 2 grants totaling $25K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ames Foundation Boston, MA | General Funds | $20,000 |
| New England Regional Fellowship Consortium Co Ma Historical Society Boston, MA | General Funds | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income |
|---|---|---|---|---|---|---|---|
| 2025 | $20,397,705 | $1,030,405 | $721,064 | $25,000 | 2 | $661,833 | $866,001 |
| 2024 | $20,406,642 | $1,140,728 | $614,112 | $25,000 | 2 | $578,845 | $1,024,212 |
| 2023 | $16,641,549 | $607,861 | $727,032 | $25,000 | 2 | $363,173 | $493,057 |
| 2022 | $14,238,397 | $707,270 | $729,850 | $26,500 | 3 | $652,487 | $542,901 |
| 2021 | $17,141,435 | $1,205,175 | $574,548 | $20,300 | 2 | — | $1,026,964 |
Leadership & Key People
Officers and directors from IRS filings
The Colonial Society of Massachusetts is led by Robert J. Allison, President since 2022 (on filings since 2021); none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert J. Allison
President
Vice President → President, 2022
On filings since 2021
3 hrs/week
No compensation reported
Celeste Walker
Vice President
On filings since 2021
2 hrs/week
No compensation reported
Daniel R. Coquillette
Vice President
On filings since 2021
2 hrs/week
No compensation reported
Leslie A. Morris
Secretary
Recording Secretary → Secretary, 2022
On filings since 2021
2 hrs/week
No compensation reported
Susan Lindsey Lively
Vice President
On filings since 2021
2 hrs/week
No compensation reported
Amory Loring Logan
Treasurer
On filings since 2022
2 hrs/week
No compensation reported
Rashaun Martin
Vice President
On filings since 2023
2 hrs/week
No compensation reported
Former officers (5)
- Former: Robert Hall (2022) — Vice President
- Former: Donald R. Friary (2021) — President
- Former: John W. Tyler (2021) — Editor of Publications
- Former: Martha J. McNamara (2021) — Corresponding Secretary
- Former: Thomas R. Appleton (2021) — Treasurer
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The Colonial Society of Massachusetts
How much does The Colonial Society of Massachusetts give each year?
The Colonial Society of Massachusetts gave $25K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 2 grants.
How large is The Colonial Society of Massachusetts?
The Colonial Society of Massachusetts reported $20.4M in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $1.0M.
Where does The Colonial Society of Massachusetts operate?
The Colonial Society of Massachusetts has awarded grants in Massachusetts.
What is The Colonial Society of Massachusetts's EIN?
The Colonial Society of Massachusetts's EIN (Employer Identification Number) is 04-6110988. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 7, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 13, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 10, 2026)
- IRS filings on file for fiscal years 2021–2025
Other open foundation grants in Massachusetts
Massachusetts Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in The Colonial Society of Massachusetts's focus areas in our free grants database
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Figures come from The Colonial Society of Massachusetts's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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