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Massachusetts · Nonprofit

MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC

MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC (Massachusetts) receives grants from 5 organizations whose IRS filings report $30,500 to it, the largest being BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC ($14,000). 2 of them have funded it in more than one year.

Revenue FY2025
$150k
Funders on record
5
Grants received
$31k
Net assets
$2.6M
2/5 repeat funderspeak grant-dependency 4%
01What it does

What Massachusetts Bankers Association Charitable Foundation Inc does

Program

  1. None

    $0 spent

The program described on its FY2025 Form 990-PF.

02The organization over time

The organization over time

Each line starts at 100 in 2019, so what you read is the shape rather than the size: 150 means half as much again as 2019, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20192019 Revenue 100 ($318k) Expenses 100 ($262k) Net assets 100 ($2.2M)2020 Revenue 67 ($214k) Expenses 83 ($217k) Net assets 105 ($2.3M)2021 Revenue 103 ($326k) Expenses 97 ($255k) Net assets 124 ($2.7M)2022 Revenue 90 ($286k) Expenses 114 ($298k) Net assets 115 ($2.5M)2023 Revenue 60 ($190k) Expenses 128 ($335k) Net assets 113 ($2.4M)2024 Revenue 59 ($189k) Expenses 122 ($319k) Net assets 115 ($2.5M)2025 Revenue 47 ($150k) Expenses 120 ($314k) Net assets 121 ($2.6M)
2019202020212022202320242025
Revenue (47)Expenses (120)Net assets (121)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $2.3M to $2.7M (+17%).

$2.2M
$2.3M
$2.7M
$2.5M
$2.5M
$2.7M
$2.7M
2019202020212022202320242025
Total assetsTotal liabilities

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Anne Tangen

Chair

As listed on its FY2025 Form 990-PF.

2019202020212022202320242025
Listed1010810888
Joined·+4+1+7+3+0+3
No longer listed·435503
03Who funds it

Who funds it, year by year

2019 → 2022: the base held at 3 funders, grant income rose $7k → $9k.

From the IRS filings of MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC leans on a few funders — its largest provides 46% of grant income and the top three 92%; half comes from just 2 funders.

the vertical line marks half of all grant income — 2 funders to its left

46%
largest funder
92%
top three
~3
effective funders

Largest funder’s share by year: 2019 46% · 2020 56% · 2021 50% · 2022 33% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

100% of MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC's grant income comes from Massachusetts funders.

MA

In-state vs out-of-state, by year

’19
’20
’21
’22
Massachusetts out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC is better cushioned than half of the 1,448 employment nonprofits its size.

Months of reserve7.7mo · above the median
Revenue growth (annualized)−12% · bottom quartile

this organization peer median middle 50% of peers· 1,448 employment nonprofits $100k–$1M, FY2025

Organizations like MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Massachusetts

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Screen this organization

A dated, signed PDF of the compliance screen for MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC?
MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC (Massachusetts) receives grants from 5 organizations whose IRS filings report $30,500 to it, the largest being BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC ($14,000). 2 of them have funded it in more than one year.
How many funders does MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC have?
IRS filings report 5 organizations giving $30,500 in grants to MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC, 2 of which have funded it in more than one year.
Who is the largest funder of MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC?
BRISTOL COUNTY SAVINGS CHARITABLE FOUNDATION INC is the largest funder on record, with $14,000 in grants. The full list of funders is on this page.
How can an organization like MASSACHUSETTS BANKERS ASSOCIATION CHARITABLE FOUNDATION INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2019–2025), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing