Middlesex Savings Charitable
EIN 043521246 Private FoundationTotal Given 2020–2024
$8.0M
503 grants · $1.6M avg/year
based on 5 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$10K
typical small grants · $1K–$20K
grant size
29%
balanced · 102/352 multi-year
repeat
$19.5M
Assets (2024)
352
Distinct Recipients
About
Savings Bank
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
MICHAEL KUZA
Phone
(508) 315-5361
Deadlines
SEE WEBSITE
How to Apply
SEE WEBSITE
Restrictions
SEE WEBSITE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $19.5M | $2.5M | N/A |
| 2020 | $2.9M | $19.1M | $2.5M | 275 |
| 2021 | $1.5M | $20.0M | $1.4M | 104 |
| 2022 | $1.4M | $19.0M | $1.5M | 59 |
| 2023 | $1.2M | $19.3M | $1.2M | 64 |
| 2024 | $881K | $19.5M | $629K | 1 |
Grant Size Distribution
Based on 503 grants on record
Minimum
$400
25th Pctl
$1K
Median
$10K
Average
$16K
75th Pctl
$20K
Maximum
$881K
Geographic Distribution
Texas Counties Served
0.2% of US grants
· Rank #3 of 3 states
$15K across
1 grant
1 of 254 counties
Top 1 counties
- 1 Travis
Officers & Directors
WK
William M. KUZA
6+ yrs
President
Leadership
DN
DANA M. Neshe
Vice President
Leadership
CF
Carrie Hatch Flood
6+ yrs
Treasurer
Leadership
DG
Donna Gallo
2 yrs
Director
PB
Peter Burke
6+ yrs
Director
KK
Kelly Kober
6+ yrs
Director
GF
George Fiske Jr
3 yrs
Director
RP
Raymond Page
6+ yrs
Director
MM
Michael McAuliffe
6+ yrs
Director
KB
Kathrine Baldwin
2 yrs
Clerk
DN
DANA Neshe
5 yrs
President
Leadership
WK
William M. KUZA
6+ yrs
Vice President
Leadership
CF
Carrie Hatch Flood
6+ yrs
Treasurer
Leadership
A1
Arnold Zaltas Ended 103123
Director
MM
Michael McAuliffe
6+ yrs
Director
RP
Raymond Page
6+ yrs
Director
GF
George Fiske Jr
3 yrs
Director
KK
Kelly Kober
6+ yrs
Director
PB
Peter Burke
6+ yrs
Director
DG
Donna Gallo
2 yrs
Director
KB
Kathrine Baldwin
2 yrs
Clerk
WK
William M. KUZA
6+ yrs
Vice President/Clerk
Leadership
DN
DANA Neshe
5 yrs
President
Leadership
CF
Carrie Hatch Flood
6+ yrs
Treasurer
Leadership
AZ
Arnold Zaltas
4 yrs
Director
MM
Michael McAuliffe
6+ yrs
Director
RP
Raymond Page
6+ yrs
Director
GF
George Fiske Jr
3 yrs
Director
KK
Kelly Kober
6+ yrs
Director
PB
Peter Burke
6+ yrs
Director
DN
DANA Neshe
5 yrs
President
Leadership
WK
William M. KUZA
6+ yrs
Vice President/Clerk
Leadership
CF
Carrie Hatch Flood
6+ yrs
Treasurer
Leadership
AZ
Arnold Zaltas
4 yrs
Director
MM
Michael McAuliffe
6+ yrs
Director
RP
Raymond Page
6+ yrs
Director
GF
George Fiske
3 yrs
Director
KK
Kelly Kober
6+ yrs
Director
PB
Peter Burke
6+ yrs
Director
DN
DANA Neshe
5 yrs
President
Leadership
WK
William M. KUZA
6+ yrs
Vice President/Clerk
Leadership
CF
Carrie Hatch Flood
6+ yrs
Treasurer
Leadership
AZ
Arnold Zaltas
4 yrs
Director
PB
Peter Burke
6+ yrs
Director
KK
Kelly Kober
6+ yrs
Director
GF
George Fiske
3 yrs
Director
RP
Raymond Page
6+ yrs
Director
MM
Michael McAuliffe
6+ yrs
Director
DN
DANA Neshe
5 yrs
President
Leadership
WK
William M. KUZA
6+ yrs
Vice President/Clerk
Leadership
CF
Carrie Hatch Flood
6+ yrs
Treasurer
Leadership
RP
Raymond Page
6+ yrs
Director
GF
George Fiske
3 yrs
Director
AG
Anisia Gifford
Director
KK
Kelly Kober
6+ yrs
Director
PB
Peter Burke
6+ yrs
Director
AZ
Arnold Zaltas
4 yrs
Director
MM
Michael McAuliffe
6+ yrs
Director
Grants Awarded (503 total)
| Purpose | ||||
|---|---|---|---|---|
| Grants & Contributions PAID | Natick, MA | $881,235 | Exempt Purpose | 2024 |
| Foundation for Metrowest | Natick, MA | $250,000 | EXEMPT PURPOSE | 2021 |
| South Middlesex Opportunity Council | Framingham, MA | $218,120 | EXEMPT PURPOSE | 2022 |
| South Middlesex Opportunity Council | Framingham, MA | $183,515 | EXEMPT PURPOSE | 2023 |
| Foundation for Metrowest | Natick, MA | $183,000 | EXEMPT PURPOSE | 2022 |
| Foundation for Metrowest | Natick, MA | $160,500 | EXEMPT PURPOSE | 2023 |
| Lovin' Spoonfuls | Boston, MA | $125,000 | EXEMPT PURPOSE | 2021 |
| South Middlesex Opportunity Council | Framingham, MA | $101,880 | EXEMPT PURPOSE | 2022 |
| Metrowest Emergency Relief Fund (Foundation for Metrowest) | Natick, MA | $100,000 | EXEMPT PURPOSE | 2020 |
| South Middlesex Opportunity Council | Framingham, MA | $94,560 | EXEMPT PURPOSE | 2020 |
| Lovin Spoonfuls | Boston, MA | $75,000 | EXEMPT PURPOSE | 2022 |
| Foundation for Metrowest | Natick, MA | $68,000 | EXEMPT PURPOSE | 2022 |
| Metrowest Legal Services | Framingham, MA | $65,000 | EXEMPT PURPOSE | 2021 |
| Bethany Hill Place | Framingham, MA | $52,020 | EXEMPT PURPOSE | 2020 |
| Foundation for Metrowest | Natick, MA | $50,760 | EXEMPT PURPOSE | 2020 |
| Foundation for Metrowest | Natick, MA | $50,000 | EXEMPT PURPOSE | 2020 |
| Foundation for Metrowest | Natick, MA | $50,000 | EXEMPT PURPOSE | 2021 |
| Lovin' Spoonfuls | Boston, MA | $50,000 | EXEMPT PURPOSE | 2023 |
| Lovin Spoonfuls | Boston, MA | $50,000 | EXEMPT PURPOSE | 2022 |
| Greater Worcester Community Foundation | Worcester, MA | $46,000 | EXEMPT PURPOSE | 2023 |
| Greater Worcester Community Foundation | Worcester, MA | $45,000 | EXEMPT PURPOSE | 2020 |
| Greater Worcester Community Foundation | Worcester, MA | $45,000 | EXEMPT PURPOSE | 2021 |
| Operation Able | Boston, MA | $45,000 | EXEMPT PURPOSE | 2021 |
| Greater Worcester Community Foundation | Worcester, MA | $45,000 | EXEMPT PURPOSE | 2022 |
| Metrowest YMCA | Framingham, MA | $43,780 | EXEMPT PURPOSE | 2020 |
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