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Josiah Macy Jr Foundation

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$7.84M (2023)

Expenses
$9.13M (2023)

Total Assets
$141M (2023)

Total Liabilities
$1.48M (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,837,859
Expenses
$9,134,343
Net Income
-$1,296,484
Net Assets
$139,868,441
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,720,245
34.7%
Sales of Assets $2,537,048
32.4%
Other Income $2,580,566
32.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,475,353
81.8%
Compensation of Officers* $1,537,241
16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $141,343,941
Total Liabilities $1,475,500
Net Assets $139,868,441
Compensation
Key Employees and Officers Compensation Other
Holly J Humphrey Md (President) $982,175 $125,425
Peter Goodwin (Coo Treasurer) $555,066 $52,662
Dana Levinson (Chief Program Office) $292,423 $49,587
Karen Butler (Executive Assistant) $140,300 $69,414
Yasmine Legendre (Program Associate) $109,066 $56,616
Stephen C Schoenbaum (Special Advisor To T) $107,306 $0
Karen Kourt (Assistant Treasurer) $89,683 $36,367
William H Wright Ii (Chairman) $0 $0
David Blumenthal (Director) $0 $0
Francisco G Cigarroa Md (Director) $0 $0
Terry Fulmer Phd Rn Faan (Director) $0 $0
Meredith B Jenkins (Director) $0 $0
Howard K Koh Md Mph (Director) $0 $0
Valerie Montgomery Rice Md (Director) $0 $0
Steven M Safyer Md (Director) $0 $0
Mary Wakefield Phd Rn Faan (Director) $0 $0
Gregory H Warner (Director) $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,239,440
Expenses
$8,979,116
Net Income
$6,260,324
Net Assets
$139,010,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,792,566
18.3%
Sales of Assets $10,820,049
71.0%
Other Income $1,626,825
10.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,826,295
76.0%
Compensation of Officers* $1,420,369
15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $140,766,469
Total Liabilities $1,755,570
Net Assets $139,010,899
Compensation
Key Employees and Officers Compensation Other
Holly J Humphrey Md (President) $864,438 $121,829
Peter Goodwin (Coo Treasurer) $555,931 $49,003
Dana Levinson (Chief Program Office) $294,269 $47,602
Stephen C Schoenbaum (Special Advisor To T) $179,307 $0
Karen Butler (Assistant Treasurer) $139,795 $71,948
Yasmine Legendre (Program Associate) $108,762 $54,149
Karen Kourt (Executive Assistant) $90,492 $34,809
William H Wright Ii (Chairman) $0 $0
David Blumenthal (Director) $0 $0
Francisco G Cigarroa Md (Director) $0 $0
Terry Fulmer Phd Rn Faan (Director) $0 $0
Meredith B Jenkins (Director) $0 $0
Howard K Koh Md Mph (Director) $0 $0
Valerie Montgomery Rice Md (Director) $0 $0
Steven M Safyer Md (Director) $0 $0
Mary Wakefield Phd Rn Faan (Director) $0 $0
Gregory H Warner (Director) $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,975,206
Expenses
$8,948,292
Net Income
-$973,086
Net Assets
$156,223,881
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,626,052
20.4%
Sales of Assets $5,158,342
64.7%
Other Income $1,190,812
14.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,431,017
71.9%
Compensation of Officers* $1,389,377
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $158,631,080
Total Liabilities $2,407,199
Net Assets $156,223,881
Compensation
Key Employees and Officers Compensation Other
Holly J Humphrey Md (President) $800,411 $129,587
Peter Goodwin (Coo Treasurer) $588,966 $47,950
Stephen C Schoenbaum (Special Advisor To T) $173,935 $0
Karen Butler (Assistant Treasurer) $146,482 $67,985
Yasmine Legendre (Program Associate) $114,134 $52,459
Karen Court (Executive Assistant) $92,674 $32,564
Dana Levinson (Program Assistant) $60,773 $1,777
William H Wright Ii (Chairman) $0 $0
David Blumenthal (Director) $0 $0
George Campbell Jr Phd (Director) $0 $0
Francisco G Cigarroa Md (Director) $0 $0
Linda Cronenwett Phd Rn Faan (Director) $0 $0
Linda P Fried Md Mph (Director) $0 $0
Terry Fulmer Phd Rn Faan (Director) $0 $0
Meredith B Jenkins (Director) $0 $0
Howard K Koh Md Mph (Director) $0 $0
Valerie Montgomery Rice Md (Director) $0 $0
Steven M Safyer Md (Director) $0 $0
Mary Wakefield Phd Rn Faan (Director) $0 $0
Gregory H Warner (Director) $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$2,409,379
Expenses
$7,675,323
Net Income
-$5,265,944
Net Assets
$126,722,089
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,349,425
56.0%
Sales of Assets $0
Other Income $80,525
3.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,112,151
79.6%
Compensation of Officers* $1,384,175
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $127,606,100
Total Liabilities $884,011
Net Assets $126,722,089

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,579,089
Expenses
$9,890,720
Net Income
-$2,311,631
Net Assets
$133,565,006
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,658,848
61.5%
Sales of Assets $2,894,502
38.2%
Other Income $25,739
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,268,204
83.6%
Compensation of Officers* $1,467,591
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $134,388,599
Total Liabilities $823,593
Net Assets $133,565,006

Document Links

Fiscal Year Ending June
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,610,439
Expenses
$9,034,938
Net Income
-$4,424,499
Net Assets
$141,608,731
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,957,078
64.1%
Sales of Assets $1,371,541
29.7%
Other Income $281,820
6.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,918,610
87.6%
Compensation of Officers* $1,218,103
13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $142,588,771
Total Liabilities $980,040
Net Assets $141,608,731

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,393,429
Expenses
$9,814,963
Net Income
-$1,421,534
Net Assets
$152,745,117
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,183,699
26.0%
Sales of Assets $6,157,767
73.4%
Other Income $51,963
0.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,299,538
84.6%
Compensation of Officers* $1,088,423
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $153,872,515
Total Liabilities $1,127,398
Net Assets $152,745,117

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,290,464
Expenses
$9,728,847
Net Income
-$4,438,383
Net Assets
$143,176,059
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $1,583,231
29.9%
Sales of Assets $3,562,744
67.3%
Other Income $144,489
2.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,473,138
87.1%
Compensation of Officers* $959,337
9.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $144,037,503
Total Liabilities $861,444
Net Assets $143,176,059

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$11,253,739
Expenses
$8,595,160
Net Income
$2,658,579
Net Assets
$137,167,499
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,218,879
19.7%
Sales of Assets $9,016,810
80.1%
Other Income $18,050
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,606,009
88.5%
Compensation of Officers* $846,028
9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $138,015,528
Total Liabilities $848,029
Net Assets $137,167,499

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,551,947
Expenses
$9,104,344
Net Income
-$3,552,397
Net Assets
$152,987,468
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $2,073,828
37.4%
Sales of Assets $3,457,981
62.3%
Other Income $20,138
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,949,823
87.3%
Compensation of Officers* $810,408
8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $154,032,658
Total Liabilities $1,045,190
Net Assets $152,987,468

Document Links

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending June
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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