The Lori K and Roland F Pease Jr
The Lori K and Roland F Pease Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $485K in total assets. In 2024, it awarded 11 grants totaling $80K. Net investment income was $149K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$485K
+13.8% YoY
Annual Giving
$80K
-12.1% YoY
Grant Count
11
-38.9% YoY
Avg Grant Size
$7K
+43.9% YoY
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.
About The Lori K and Roland F Pease Jr
Based on IRS filings
The Lori K and Roland F Pease Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $485K in total assets. In 2024, it awarded 11 grants totaling $80K. Net investment income was $149K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $484,876 | $426,183 | $451,674 |
| Revenue | $163,026 | $91,081 | $74,576 |
| Expenses | $104,333 | $116,572 | $90,993 |
| Qualifying Distributions | $99,408 | $111,892 | $87,523 |
| Net Investment Income | $148,736 | $68,901 | $69,548 |
| Distributable Amount | $88,449 | $90,563 | $73,472 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Beth Israel Deaconess Medical Center ($20,000), The Vermont Studio Center ($19,000), Doctors Without Borders ($10,000).
| 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 |
| CAMBRIDGE CENTER FOR ADULT EDUCATION CAMBRIDGE, MA | BLACKSMITH HOUSE POETRY SERIES | $2,000 |
| LUCY MCKENZIE HUMANE SOCIETY BROWNSVILLE, VT | GENERAL SUPPORT | $2,000 |
| MIT CAMBRIDGE, MA | TO SUPPORT THE WILLIAM CORBETT POETRY READING SERIES | $3,000 |
| NAACP LEGAL DEFENCE FUND NEW YORK, NY | GENERAL SUPPORT | $4,000 |
| NATIVE PLANT TRUST (NEW ENGLAND WILDFLOWER SOCIETY WAYLAND, MA | GENERAL SUPPORT | $5,000 |
| SOUTHERN POVERTY LAW CENTER MONTOGOMERY, AL | GENERAL SUPPORT | $4,000 |
| THE THOMPSON CENTER (WOODSTOCK VT) WOODSTOCK, VT | GENERAL SUPPORT | $5,000 |
| THE VERMONT STUDIO CENTER JOHNSON, VT | IN HONOR OF JON IMBER | $19,000 |
| WOODSTOCK COMMUNITY TRUST WOODSTOCK, VT | WOODSTOCK AREA RELIEF | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DUDLEY H WILLIS | TRUSTEE | 1 | $406 |
| LORI K PEASE | TRUSTEE | 1 | $407 |
| ROLAND F PEASE JR | TRUSTEE | 1 | $407 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Lori K and Roland F Pease Jr?
The Lori K and Roland F Pease Jr is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BOSTON, MA. It holds $485K in total assets as of 2024.
How large is The Lori K and Roland F Pease Jr?
As of 2024, The Lori K and Roland F Pease Jr holds $485K in total assets with $163K in annual revenue. It awarded 11 grants totaling $80K in 2024.
Where does The Lori K and Roland F Pease Jr operate?
The Lori K and Roland F Pease Jr has awarded grants in Alabama, District of Columbia, Iowa, Massachusetts, Maryland, New York, Pennsylvania, Vermont.
What size grants does The Lori K and Roland F Pease Jr award?
In 2024, The Lori K and Roland F Pease Jr awarded 11 grants totaling $80K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is The Lori K and Roland F Pease Jr required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Lori K and Roland F Pease Jr reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.