Totals
- Total revenue
- $2,416,234
- Total expenses
- $2,508,338
- Contributions and grants received
- $483,103
- Grants paid
- $1,840,768
- Program service revenue
- $0
- Investment income
- $2,087,950
- Other revenue
- -$154,819
- Total assets, end of year
- $78,758,505
- Total liabilities, end of year
- $859,227
- Net assets or fund balances, end of year
- $77,899,278
- Program services expenses (Part IX)
- $2,097,720
- Management and general expenses
- $323,844
- Fundraising expenses
- $86,774
- Program service expenses (Part III)
- $2,097,720
Program services were 83.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$424,656
-
1f · All other contributions, gifts and grants
$58,447
-
3 · Investment income
total $1,222,579 · unrelated business $55,371 · excluded $1,167,208
-
7a · Gross sales of assets other than inventory
securities $878,095
-
7b · Less cost or other basis and sales expenses
securities $12,724
-
7c · Gain or loss
securities $865,371
-
7d · Net gain or loss
total $865,371 · excluded $865,371
-
8a · Fundraising events: gross income
$59,000
-
8a · Fundraising events: contributions included on line 1c
$424,656
-
8b · Fundraising events: direct expenses
$213,819
-
8c · Net income from fundraising events
total -$154,819 · excluded -$154,819
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,840,768 · program services $1,840,768
-
11b · Fees: legal
total $1,556 · management and general $1,556
-
11c · Fees: accounting
total $56,883 · management and general $56,883
-
11f · Fees: investment management
total $169,208 · program services $169,208
-
12 · Advertising and promotion
total $123,060 · program services $36,918 · fundraising $86,142
-
13 · Office expenses
total $2,327 · program services $791 · management and general $931 · fundraising $605
-
19 · Conferences, conventions and meetings
total $836 · program services $35 · management and general $774 · fundraising $27
-
23 · Insurance
total $63,200 · management and general $63,200
-
24a · Other expenses: ADMINISTRATIVE FEES
total $200,000 · program services $50,000 · management and general $150,000
-
24b · Other expenses: UNRELATED BUS. INC. TAX
total $50,500 · management and general $50,500
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $807,957 · end of year $1,492,071
-
4 · Accounts receivable
beginning of year $412
-
9 · Prepaid expenses and deferred charges
beginning of year $18,500 · end of year $10,600
-
11 · Investments: publicly traded securities
beginning of year $51,226,290 · end of year $54,197,221
-
12 · Investments: other securities
beginning of year $20,988,227 · end of year $23,058,613
-
17 · Accounts payable and accrued expenses
beginning of year $50,000
-
18 · Grants payable
beginning of year $1,229,075 · end of year $776,800
-
25 · Other liabilities
beginning of year $65,286 · end of year $82,427
-
27 · Net assets without donor restrictions
beginning of year $71,697,025 · end of year $77,899,278
Mission and programs · 2024
Mission
THE MISSION OF THE SAINT AGATHA FOUNDATION IS TO PROVIDE SUPPORT, COMFORT AND CARE FOR THOSE AFFLICTED WITH BREAST CANCER PRIMARILY IN CENTRAL NEW YORK STATE WHICH IS IN FURTHERANCE OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST (NPT). THE SAINT AGATHA FOUNDATION IS A SUPPORTING ORGANIZATION TO NPT, AN INDEPENDENT, NATIONALLY-RECOGNIZED PUBLIC CHARITY WITH A MISSION TO INCREASE PHILANTHROPY IN SOCIETY.
-
SAINT AGATHA FOUNDATION PROVIDED GRANTS TOTALING $1,840,768 TO CHARITABLE ORGANIZATIONS AND PROGRAMS SUPPORTING THOSE AFFLICTED WITH BREAST CANCER, IN SUPPORT OF THE MISSION OF NATIONAL PHILANTHROPIC TRUST TO INCREASE PHILANTHROPY IN SOCIETY.
Expenses $2,097,720 · Grants $1,840,768
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Eileen R HeismanEILEEN R HEISMAN
DIRECTOR
- Total calculated
- $1,063,757
- From this org
- $0
- From related orgs
- $1,035,821
- Other
- $27,936
- Hours/week
- 1 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $309,731 related
- Bonus
- $0 + $400,000 related
- Other
- $0 + $326,090 related
- Deferred
- $0 + $15,223 related
- Nontaxable benefits
- $0 + $12,713 related
- Filer's total
- $0 + $1,063,757 related
-
Jay DonatoJAY DONATO
DIRECTOR (AS OF 2/26/25)
- Total calculated
- $291,588
- From this org
- $0
- From related orgs
- $252,863
- Other
- $38,725
- Hours/week
- 3 + 46 related
Schedule J breakdown matched by us
- Base
- $0 + $200,138 related
- Bonus
- $0 + $52,275 related
- Other
- $0 + $450 related
- Deferred
- $0 + $12,829 related
- Nontaxable benefits
- $0 + $25,896 related
- Filer's total
- $0 + $291,588 related
-
Ann DuganANN DUGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Manish ShahMANISH SHAH
DIRECTOR (THRU 2/26/25)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kathleen MezzalinguaKATHLEEN MEZZALINGUA
DIRECTOR, PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Daniel MezzalinguaDANIEL MEZZALINGUA
DIRECTOR, VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Christina HackCHRISTINA HACK
TREASURER
- Total calculated
- $451,762
- From this org
- $0
- From related orgs
- $411,959
- Other
- $39,803
- Hours/week
- 3 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $320,369 related
- Bonus
- $0 + $67,900 related
- Other
- $0 + $23,690 related
- Deferred
- $0 + $13,949 related
- Nontaxable benefits
- $0 + $25,854 related
- Filer's total
- $0 + $451,762 related
-
Andrea RushANDREA RUSH
ASST. SECRETARY
- Total calculated
- $372,050
- From this org
- $0
- From related orgs
- $320,479
- Other
- $51,571
- Hours/week
- 3 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $219,389 related
- Bonus
- $0 + $100,400 related
- Other
- $0 + $690 related
- Deferred
- $0 + $19,426 related
- Nontaxable benefits
- $0 + $32,145 related
- Filer's total
- $0 + $372,050 related
-
Jeremy SchwartzJEREMY SCHWARTZ
ASST. TREASURER
- Total calculated
- $344,320
- From this org
- $0
- From related orgs
- $303,644
- Other
- $40,676
- Hours/week
- 3 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $218,090 related
- Bonus
- $0 + $85,284 related
- Other
- $0 + $270 related
- Deferred
- $0 + $8,122 related
- Nontaxable benefits
- $0 + $32,554 related
- Filer's total
- $0 + $344,320 related
-
Debra FalkDEBRA FALK
SECRETARY
- Total calculated
- $306,252
- From this org
- $0
- From related orgs
- $262,430
- Other
- $43,822
- Hours/week
- 3 + 52 related
Schedule J breakdown matched by us
- Base
- $0 + $202,070 related
- Bonus
- $0 + $60,060 related
- Other
- $0 + $300 related
- Deferred
- $0 + $11,677 related
- Nontaxable benefits
- $0 + $32,145 related
- Filer's total
- $0 + $306,252 related
-
Quinn RowanQUINN ROWAN
ASST. SECRETARY
- Total calculated
- $136,163
- From this org
- $0
- From related orgs
- $101,518
- Other
- $34,645
- Hours/week
- 3 + 52 related
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
None.
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
-
$1,353,600
HEALTH
-
$75,000
HEALTH
-
HEALTH
-
HUMAN SERVICES
-
$50,000
HUMAN SERVICES
-
$50,000
HEALTH
-
HUMAN SERVICES
-
HUMAN SERVICES
-
$25,000
EDUCATION
-
$25,000
HEALTH
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · CHARITABLE GRANTMAKING · PA
-
THE MEG AND BENNETT GOODMAN FAMILY FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA
Directly controlled by NATIONAL PHILANTHROPIC TRUST
-
501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA
Directly controlled by NATIONAL PHILANTHROPIC TRUST
-
501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA
Directly controlled by NATIONAL PHILANTHROPIC TRUST
-
JANINE AND J TOMILSON HILL FAMILY TRUST
501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA
Directly controlled by NATIONAL PHILANTHROPIC TRUST
-
THE JAMES FAMILY CHARITABLE TRUST
501(C)(3) · SUPPORTING ORGANIZATION OF NPT · PA
Directly controlled by NATIONAL PHILANTHROPIC TRUST
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601329349306310
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.