Form 990 for tax year 2024
Filed by ESSEX COUNTY COMMUNITY FDN INC.
Totals
- Total revenue
- $24,689,727
- Total expenses
- $18,354,822
- Contributions and grants received
- $19,338,087
- Grants paid
- $14,415,399
- Program service revenue
- $0
- Investment income
- $5,223,671
- Other revenue
- $127,969
- Total assets, end of year
- $150,520,110
- Total liabilities, end of year
- $28,469,314
- Net assets or fund balances, end of year
- $122,050,796
- Program services expenses (Part IX)
- $15,631,725
- Management and general expenses
- $1,743,524
- Fundraising expenses
- $979,573
- Program service expenses (Part III)
- $15,631,725
Program services were 85.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
RICHARD SUMBERG
CHAIRMAN OF THE BOARD
- Total calculated
- $0
- Hours/week
- 2
-
ROBERT GORE
CHAIR OF GOVERNANCE
- Total calculated
- $0
- Hours/week
- 1
-
JONATHAN PAYSON
CHAIR OF INVESTMENT
- Total calculated
- $0
- Hours/week
- 1
-
ANA COLMENERO
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
ALLAN HUNTLEY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT GOLDMAN
CLERK
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD YAGJIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BENJAMIN LANGILLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN COLUCCI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTINE ORTIZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PAMELA SCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
AMY KINGMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEAN MARSH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LANE GLENN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHARLTON REYNDERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LUIS ROMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DONEECA THURSTON-CHAVEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROSARIO UBIERA-MINAYA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PATRICIA FAEHO
TRUSTEE (UNTIL 9/2024)
- Total calculated
- $0
- Hours/week
- 1
-
STRATTON C LLOYD
PRESIDENT & CEO (AS OF 7/2024)
- Total calculated
- $214,563
- From this org
- $193,256
- From related orgs
- $0
- Other
- $21,307
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $190,456
- Bonus
- $2,800
- Other
- $0
- Deferred
- $6,164
- Nontaxable benefits
- $15,143
- Filer's total
- $214,563
-
M ELIZABETH FRANCIS
PRESIDENT AND CEO (UNTIL 6/24)
- Total calculated
- $124,819
- From this org
- $115,394
- From related orgs
- $0
- Other
- $9,425
- Hours/week
- 40
-
J BRITTON HUTCHINS
CFO
- Total calculated
- $133,604
- From this org
- $114,597
- From related orgs
- $0
- Other
- $19,007
- Hours/week
- 32
-
STACEY LANDRY
SVP ADVANCEMENT, PHILANTHROPIC SERVICES
- Total calculated
- $149,938
- From this org
- $129,595
- From related orgs
- $0
- Other
- $20,343
- Hours/week
- 40
-
CAROL SCHUSTER
VP COMMUNITY ENGAGEMENT
- Total calculated
- $135,847
- From this org
- $116,953
- From related orgs
- $0
- Other
- $18,894
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$576,250
OTHER
-
CITY OF SALEM
$561,569
OTHER
-
$409,393
EDUCATION AND YOUTH DEVELOPMENT
-
$382,200
HEALTH AND MENTAL HEALTH
-
$314,500
COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
-
$308,896
ARTS AND CULTURE
-
COMMUNITY LIFE AND ECONOMIC DEVELOPMENT
-
$246,193
EDUCATION AND YOUTH DEVELOPMENT
-
$228,000
OTHER
-
$205,132
OTHER
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
ECCF REAL ESTATE LLC
REAL ESTATE · MA · income $0 · assets $0
Directly controlled by ESSEX COUNTY COMMUNITY FOUNDATION INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 25 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503379349301450
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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