Yankee Alliance Inc
Yankee Alliance Inc is a private foundation, based in Andover, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.0M in total assets. In 2025, it awarded 4 grants totaling $151K. Net investment income was $193K.
Yankee Alliance Inc at a glance
In short: Yankee Alliance Inc gave $151K across 4 grants in 2025 (avg $38K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $150,960
- -3.0% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $37,740
- -3.0% vs 2024
- Median grant
- $37,740
- Total assets
- $2,989,046
- -5.1% 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 Yankee Alliance Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Berkshire Health Systems ($38K). Together the top 4 received $151K.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 16 grants of 21 (76%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Yankee Alliance Inc gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 239% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $148K (2022) to $1.0M (2020). In 2025 it made 4 grants totaling $151K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Berkshire Health Systems Pittsfield, MA | Supplyview | $37,740 |
| Covenant Health Andover, MA | Supplyview | $37,740 |
| Lowell General Hospital Lowell, MA | Supplyview | $37,740 |
| Southcoast Hospitals Group Inc New Bedford, MA | Supplyview | $37,740 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,989,046 | $76,030 | $238,811 | $150,960 | 4 | $209,175 | $192,630 | $87,539 |
| 2024 | $3,149,220 | $89,435 | $244,768 | $155,648 | 4 | $219,596 | $256,375 | $82,250 |
| 2023 | $3,317,425 | $41,807 | $224,899 | $148,000 | 4 | $200,525 | $210,377 | $83,302 |
| 2022 | $3,560,139 | $203,889 | $221,071 | $148,000 | 4 | $192,253 | $174,257 | $80,903 |
| 2021 | $3,700,358 | $918,210 | $1,072,433 | $1,000,001 | 5 | — | $134,529 | $99,992 |
| 2020 | $4,752,960 | $1,829,185 | $1,111,183 | $1,001,000 | 5 | — | $1,764,274 | $71,524 |
Under IRS private-foundation payout rules, Yankee Alliance Inc reported a distributable amount of $88K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Yankee Alliance Inc is led by Lawrence Kaufman, CEO, President & Clerk on the 2025 filing; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lawrence Kaufman
CEO, President & Clerk
New on the 2025 filing
0.8 hrs/week
No compensation reported
Stephen Grubbs
Chairman & Treasurer
Treasurer → Treasurer & Vice Chair, 2022
Treasurer & Vice Chair → Chairman & Treasurer, 2023
On filings since 2020
0.3 hrs/week
No compensation reported
Andrew DeVoe
Director
On filings since 2024
0.3 hrs/week
No compensation reported
David McCready
Director
On filings since 2024
0.3 hrs/week
No compensation reported
Amy Campbell
Chief Operating Officer
Chief Administrative Officer → Chief Operating Officer, 2024
On filings since 2020
0.8 hrs/week
No compensation reported
Melanie Kawiecki
Chief Financial Officer
On filings since 2020
0.8 hrs/week
No compensation reported
Darlene Rodowicz
Vice Chairman
Director → Vice Chairman, 2023
On filings since 2022
0.3 hrs/week
No compensation reported
Former officers (9)
- Former: Larry Kaufman (2021–2024) — CEO, President & Clerk
- Former: Rayford Kruger (2022–2024) — Past Director
- Former: Susan Green (2023–2024) — Past Director
- Former: Joseph White (2020–2023) — Past Chairman
- Former: David Phelps (2020–2022) — Past Director
- Former: Keith Hovan (2020–2022) — Past Chairman
- Former: Phil Oliveira (2022) — Past Director
- Former: Cathy Spinney (2020–2021) — Past CEO & President
- Former: Dianne Shugrue (2020–2021) — Past Director
Data from IRS Form 990 filings, 2020–2025. "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 Yankee Alliance Inc
How much does Yankee Alliance Inc give each year?
Yankee Alliance Inc gave $151K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $156K across 4 grants.
What is Yankee Alliance Inc's typical grant size?
Yankee Alliance Inc's median grant in 2025 was $37,740, and its average grant was $37,740, across 4 grants on its 2025 IRS Form 990-PF.
Where does Yankee Alliance Inc give grants?
Yankee Alliance Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does Yankee Alliance Inc give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Yankee Alliance Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Supplyview" (4 grants).
How large is Yankee Alliance Inc?
Yankee Alliance Inc reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $209K in qualifying distributions that year, against a required minimum of $88K (roughly 5% of its investment assets).
What is Yankee Alliance Inc's EIN?
Yankee Alliance Inc's EIN (Employer Identification Number) is 22-2561879. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
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