The Lori K and Roland F Pease Jr
The Lori K and Roland F Pease Jr is a private foundation based in Boston, Massachusetts. It made 11 grants totaling $80,000 in filing year 2024 to organizations including a medical center, community organizations, and groups working in education, the arts, humanitarian aid, and civil rights.
The Lori K and Roland F Pease Jr at a glance
In short: The Lori K and Roland F Pease Jr gave $80K across 11 grants in 2024 (avg $7K), top state Vermont. 18% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $80,000
- -12.1% vs 2023
- Grants made (2024)
- 11
- -38.9% vs 2023
- Average grant
- $7,273
- +43.9% vs 2023
- Median grant
- $5,000
- Total assets
- $484,876
- +13.8% vs 2023
- New grantees (estimate)
- 18% first-time grantees (2 of 11, 2024; small sample)
- Primary geography
- Vermont (40% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Lori K and Roland F Pease Jr
- How to Apply
-
The filing states that the foundation does not restrict giving to preselected organizations. It accepts applications in writing; applications should include an annual report and current financial statements. The filing lists no award restrictions.
- Contact
Application contact: Dudley H Willis
Mailing address: 50 Congress Street Room 800, Boston, MA 02109
Phone: (617) 723-7900
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Lori K and Roland F Pease Jr funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Beth Israel Deaconess Medical Center ($20K). Together the top 10 received $78K.
Grant Size Distribution
55 grants across all recorded years
The most common grant size was under $50K: 55 grants of 55 (100%).
Geographic Focus
Where this funder awards grants
The 2024 grants went to recipients in Vermont (40% of grant dollars), Massachusetts (38%), Maryland (12%), New York (5%), and Alabama (5%). The foundation is based in Boston, Massachusetts.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Is The Lori K and Roland F Pease Jr open to new grantees?
18%
first-time grantees, 2024
In 2024, 2 of 11 grantees (18%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $11K; repeat grants $6K. How we count
Medians: $11K first-time, $5K repeat.
- 73% of 2024 grantees were also funded in 2023. Method
- Giving grew 60% from 2021 to 2024. Method
- In 2024 it paid out 112% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $50K (2021) to $91K (2023). In 2024 it made 11 grants totaling $80K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Beth Israel Deaconess Medical Center Boston, MA | Installment 5 or 5 to support the research of dr. Steven freedman and the division of gastroenterology | $20,000 |
| The Vermont Studio Center Johnson, VT | In Honor of Jon Imber | $19,000 |
| Doctors Without Borders Hagerstown, MD | General Support | $10,000 |
| Woodstock Community Trust Woodstock, VT | Woodstock Area Relief | $6,000 |
| Native Plant Trust (New England Wildflower Society Wayland, MA | General Support | $5,000 |
| The Thompson Center (Woodstock VT) Woodstock, VT | General Support | $5,000 |
| NAACP Legal Defence Fund New York, NY | General Support | $4,000 |
| Southern Poverty Law Center Montogomery, AL | General Support | $4,000 |
| MIT Cambridge, MA | To Support the William Corbett Poetry Reading Series | $3,000 |
| Cambridge Center for Adult Education Cambridge, MA | Blacksmith House Poetry Series | $2,000 |
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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 | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $484,876 | $163,026 | $104,333 | $80,000 | 11 | $99,408 | $148,736 | $88,449 |
| 2023 | $426,183 | $91,081 | $116,572 | $91,000 | 18 | $111,892 | $68,901 | $90,563 |
| 2022 | $451,674 | $74,576 | $90,993 | $71,500 | 10 | $87,523 | $69,548 | $73,472 |
| 2021 | $468,091 | $76,390 | $71,992 | $50,000 | 7 | $55,148 | $59,546 | $74,882 |
| 2020 | $462,673 | $25,088 | $70,630 | $50,448 | 9 | — | $18,656 | $64,695 |
Under IRS private-foundation payout rules, The Lori K and Roland F Pease Jr reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for medical research at Beth Israel Deaconess Medical Center, community relief and local projects in Vermont, poetry programs, adult education, humanitarian aid, civil rights, environmental work, and animal welfare. These examples describe the recipients and purposes listed for the grants, not a stated foundation mission.
The grantees’ own descriptions provide further context: Beth Israel Deaconess Medical Center’s foundation says it supports medical research, instruction, and activities intended to improve public health; Woodstock Community Trust says it empowers local volunteer-driven projects to improve quality of life; the Southern Poverty Law Center describes its work as advancing racial justice and human rights; and Cambridge Center for Adult Education says it offers engaging, affordable classes to adult learners.
Grantmaking
In filing year 2024, the foundation awarded 11 grants totaling $80,000. Grants ranged from $2,000 to $20,000, with a median of $5,000. The largest awards were $20,000 to Beth Israel Deaconess Medical Center for an installment supporting Dr. Steven Freedman’s research and the Division of Gastroenterology, and $19,000 to Vermont Studio Center in honor of Jon Imber. Other grants included $10,000 to Doctors Without Borders for general support, $6,000 to Woodstock Community Trust for Woodstock area relief, and $5,000 each to Native Plant Trust and the Thompson Center for general support. The foundation also gave $4,000 each to the NAACP Legal Defense Fund and Southern Poverty Law Center for general support, $3,000 to MIT for the William Corbett Poetry Reading Series, and $2,000 each to Cambridge Center for Adult Education for the Blacksmith House Poetry Series and Lucy McKenzie Humane Society for general support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Dudley H Willis, Lori K Pease, and Roland F Pease Jr as trustees.
The Lori K and Roland F Pease Jr's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Dudley H. Willis
Trustee
On filings since 2020
1 hr/week
$337 (2020) → $406 (2024)
Lori K. Pease
Trustee
On filings since 2020
1 hr/week
$337 (2020) → $407 (2024)
Roland F. Pease Jr.
Trustee
On filings since 2020
1 hr/week
$337 (2020) → $407 (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $407, to Lori K Pease (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about The Lori K and Roland F Pease Jr
How much does The Lori K and Roland F Pease Jr give each year?
The Lori K and Roland F Pease Jr gave $80K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $91K across 18 grants.
What is The Lori K and Roland F Pease Jr's typical grant size?
The Lori K and Roland F Pease Jr's median grant in 2024 was $5,000, and its average grant was $7,273, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Lori K and Roland F Pease Jr that year got $11K on average.
Where does The Lori K and Roland F Pease Jr give grants?
The Lori K and Roland F Pease Jr's top state is Vermont, with 40% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Massachusetts (38%) and Maryland (13%). The most frequent recipient cities were Woodstock, VT (2 grants) and Cambridge, MA (2 grants).
Does The Lori K and Roland F Pease Jr give general operating support?
Yes: 55% of The Lori K and Roland F Pease Jr's 2024 grants with a stated purpose (6 of 11) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Lori K and Roland F Pease Jr's largest grantees?
The Lori K and Roland F Pease Jr's largest 2024 grantees include Beth Israel Deaconess Medical Center ($20,000), The Vermont Studio Center ($19,000) and Doctors Without Borders ($10,000), according to its 2024 IRS Form 990-PF. Together they received 61% of its itemized 2024 grant dollars.
How large is The Lori K and Roland F Pease Jr?
The Lori K and Roland F Pease Jr reported $485K in total assets on its 2024 IRS Form 990-PF. It paid out $99K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets).
What does The Lori K and Roland F Pease Jr fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from The Lori K and Roland F Pease Jr?
The filing states that the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Lori K and Roland F Pease Jr's EIN?
The Lori K and Roland F Pease Jr's EIN (Employer Identification Number) is 26-4665624. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). The Lori K and Roland F Pease Jr funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/the-lori-k-and-roland-f-pease-jr-morg_e6c8e5e297984ee9ab130080a52bbff3
BibTeX
@misc{grantable_264665624_2026,
author = {{Grantable}},
title = {{The Lori K and Roland F Pease Jr funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-lori-k-and-roland-f-pease-jr-morg_e6c8e5e297984ee9ab130080a52bbff3},
note = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Lori K and Roland F Pease Jr'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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