The Engstrom Family Charitable | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Engstrom Family Charitable. Data shown is extracted from Form 990-PF filings.
EIN: 04-3515040
Foundation Overview
Based in Lincoln, MA, The Engstrom Family Charitable has awarded 37 grants totaling $111,800 to organizations in Connecticut, New York and 5 other states across the US. Individual grants range from $100 to $21,400, with a median award of $200.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
4 of 4 recipients (100%) were new grantees. Foundation prioritizes discovering new partners. Most funding supports first-time applicants with compelling missions.
Geographic Focus
43% of grants are awarded in Massachusetts, with additional funding distributed across 6 other locations. The foundation balances regional focus with broader geographic diversity. Within Massachusetts, funding concentrates in Boston (50%), Andover (19%), Siasconset (13%).
Funding Trajectory
Declining funding trend with 14% decrease over 7 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Engstrom Family Charitable's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| The Boys In The Boat Endowed Fund | $21,400 | Seattle, WA, US | Furtherance Of Charitable Goals | 2023 |
| The Leukemia And Lymphoma Society | $1,000 | New York, NY, US | Furtherance Of Charitable Goals | 2023 |
| The Boys In The Boat Endowed Fund | $21,400 | Seattle, WA, US | Furtherance Of Charitable Goals | 2023 |
| The Leukemia And Lymphoma Society | $1,000 | New York, NY, US | Furtherance Of Charitable Goals | 2023 |
| Miss Porter's School | $5,000 | Farmington, CT, US | Furtherance Of Charitable Goals | 2020 |
| Cameron And Hayden Lord Foundation | $200 | New York, NY, US | Furtherance Of Charitable Goals | 2018 |
| Kieve-wavus Education Inc | $500 | Nobleboro, ME, US | Furtherance Of Charitable Goals | 2018 |
| Miss Porter's School | $5,000 | Farmington, CT, US | Furtherance Of Charitable Goals | 2018 |
| Overfield School | $200 | Troy, OH, US | Furtherance Of Charitable Goals | 2018 |
| Phillips Academy | $10,000 | Andover, MA, US | Furtherance Of Charitable Goals | 2018 |
| The 'sconset Trust | $200 | Siasconset, MA, US | Furtherance Of Charitable Goals | 2018 |
| The Salvation Army | $200 | Canton, MA, US | Furtherance Of Charitable Goals | 2018 |
| Wbur | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2018 |
| Wgbh | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2018 |
| Cameron And Hayden Lord Foundation | $100 | New York, NY, US | Furtherance Of Charitable Goals | 2017 |
| Kieve-wavus Education Inc | $500 | Nobleboro, ME, US | Furtherance Of Charitable Goals | 2017 |
| Miss Porter's School | $12,000 | Farmington, CT, US | Furtherance Of Charitable Goals | 2017 |
| Overfield School | $200 | Troy, OH, US | Furtherance Of Charitable Goals | 2017 |
| Phillips Academy | $500 | Andover, MA, US | Furtherance Of Charitable Goals | 2017 |
| The 'sconset Trust | $200 | Siasconset, MA, US | Furtherance Of Charitable Goals | 2017 |
| The Dayton Art Institute | $5,000 | Dayton, OH, US | Furtherance Of Charitable Goals | 2017 |
| The Mount | $700 | Lenox, MA, US | Furthurance Of Charitable Goals | 2017 |
| The Salvation Army | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2017 |
| Vassar College | $100 | Poughkeepsie, NY, US | Furtherance Of Charitable Goals | 2017 |
| Wbur | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2017 |
| Wgbh | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2017 |
| Cameron And Hayden Lord Foundation | $100 | New York, NY, US | Furtherance Of Charitable Goals | 2016 |
| Eagle Hill School | $12,000 | Greenwich, CT, US | Furthurance Of Charitable Goals | 2016 |
| Miss Porter's School | $12,000 | Farmington, CT, US | Furtherance Of Charitable Goals | 2016 |
| Overfield School | $200 | Troy, OH, US | Furtherance Of Charitable Goals | 2016 |
| Phillips Academy | $500 | Andover, MA, US | Furtherance Of Charitable Goals | 2016 |
| The Mount | $200 | Lenox, MA, US | Furthurance Of Charitable Goals | 2016 |
| The Salvation Army | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2016 |
| Vail Mountain School | $500 | Vail, CO, US | Furtherance Of Charitable Goals | 2016 |
| Vassar College | $100 | Poughkeepsie, NY, US | Furtherance Of Charitable Goals | 2016 |
| Wbur | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2016 |
| Wgbh | $100 | Boston, MA, US | Furtherance Of Charitable Goals | 2016 |
Foundations Similar to The Engstrom Family Charitable
Discover 5 foundations with comparable assets ($176,671-$201,795), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.
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|---|---|---|---|---|
|
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Banas Foundation Inc
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$178,528
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$288
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|
Laraine Cohen Levy Family Foundation
EIN: 04-7023147 | 249 grants awarded |
$176,671
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Porter Charitable Trust
EIN: 04-6109444 | 185 grants awarded |
$201,795
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Contact Information
Official contact details for The Engstrom Family Charitable as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 04-3515040 |
| Website | N/A |
| Address | 27 OLD FARM RD Lincoln, MA 01773-0000 |
Key People (3)
Board members, trustees, and key staff who oversee The Engstrom Family Charitable's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Mary B Engstrom |
|---|---|
| Trustee | Harold H Engstrom |
| Trustee | Jennie M Fancher |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Engstrom Family Charitable is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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