The Colonial Society of Massachusetts
EIN 046110988 Private FoundationTotal Given 2021–2024
$97K
9 grants · $24K avg/year
based on 4 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$5K
typical small grants · $5K–$20K
grant size
40%
supporter · 2/5 multi-year
repeat
$20.4M
Assets (2024)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
THOMAS R APPLETON
Phone
(617) 523-6531
Deadlines
NONE
How to Apply
LETTER
Restrictions
CHARITABLE ORGANIZATIONS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $20K | $17.1M | $1.2M | 2 |
| 2022 | $26K | $14.2M | $707K | 3 |
| 2023 | $25K | $16.6M | $608K | 2 |
| 2024 | $25K | $20.4M | $1.1M | 2 |
Grant Size Distribution
Based on 9 grants on record
Minimum
$300
25th Pctl
$5K
Median
$5K
Average
$11K
75th Pctl
$20K
Maximum
$20K
Geographic Distribution
Officers & Directors
RA
Robert J. Allison
4+ yrs
President
Leadership
SL
Susan Lively
3 yrs
Vice President
Leadership
CW
Celeste Walker
4+ yrs
Vice President
Leadership
DC
Daniel R. Coquillette
4+ yrs
Vice President
Leadership
RM
Rashaun Martin
2 yrs
Vice President
Leadership
AL
Amory L. Logan
3 yrs
Treasurer
Leadership
LM
Leslie A. Morris
4+ yrs
Secretary
Leadership
RA
Robert J. Allison
4+ yrs
President
Leadership
RM
Rashaun Martin
2 yrs
Vice President
Leadership
DC
Daniel R. Coquillette
4+ yrs
Vice President
Leadership
CW
Celeste Walker
4+ yrs
Vice President
Leadership
SL
Susan Lively
3 yrs
Vice President
Leadership
AL
Amory L. Logan
3 yrs
Treasurer
Leadership
LM
Leslie A. Morris
4+ yrs
Secretary
Leadership
RA
Robert J. Allison
4+ yrs
President
Leadership
RH
Robert Hall
Vice President
Leadership
DC
Daniel R. Coquillette
4+ yrs
Vice President
Leadership
CW
Celeste Walker
4+ yrs
Vice President
Leadership
SL
Susan Lively
3 yrs
Vice President
Leadership
AL
Amory L. Logan
3 yrs
Treasurer
Leadership
LM
Leslie A. Morris
4+ yrs
Secretary
Leadership
DF
Donald R. Friary
President
Leadership
SL
Susan Lindsey Lively
Vice President
Leadership
RA
Robert J. Allison
4+ yrs
Vice President
Leadership
CW
Celeste Walker
4+ yrs
Vice President
Leadership
DC
Daniel R. Coquillette
4+ yrs
Vice President
Leadership
TA
Thomas R. Appleton
Treasurer
Leadership
MM
Martha J. McNamara
Corresponding Secretary
Leadership
LM
Leslie A. Morris
4+ yrs
Recording Secretary
Leadership
JT
John W. Tyler
Editor of Publications
Grants Awarded (9 total)
| Purpose | ||||
|---|---|---|---|---|
| AMES Foundation | Cambridge, MA | $20,000 | GENERAL FUNDS | 2021 |
| AMES Foundation | Boston, MA | $20,000 | GENERAL FUNDS | 2023 |
| AMES Foundation | Boston, MA | $20,000 | GENERAL FUNDS | 2024 |
| AMES Foundation | Boston, MA | $20,000 | GENERAL FUNDS | 2022 |
| New England Regional Fellowship Consortium Co Ma Historical Society | Boston, MA | $5,000 | GENERAL FUNDS | 2023 |
| New England Regional Fellowship Consortium Co Ma Historical Society | Boston, MA | $5,000 | GENERAL FUNDS | 2024 |
| New England Regional Fellowship Consortium Co Ma Historical Society | Boston, MA | $5,000 | GENERAL FUNDS | 2022 |
| Historic New England | Boston, MA | $1,500 | GENERAL FUNDS | 2022 |
| New England Quarterly FBO the Bernard Bailyn Editor Endowment | Boston, MA | $300 | GENERAL FUNDS | 2021 |
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