Public Record · organisation

Pioneer Institute Inc

EducationBoston, MAEIN 22-2632081 pioneerinstitute.org

Funded again46 of its 74 funders came back

Funders on the record74223 grants · 2017–2025

Came back46funders gave in two or more years

Received, as funders filed it$13.0mby tax year

Revenue, its own return$5.9mtax year 2024

Who funds it

Each funder's own tax return, year by year. A fact on a filing, never a verdict.

Funder2019202020212022202320242025As filed

SCHWAB CHARITABLE FUND came backFunded by SCHWAB CHARITABLE FUND in 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202611199349300601 · IRS batch file

$1.4m
8 grants

Rice Family Charitable Foundation came backFunded by Rice Family Charitable Foundation in 2018, 2020, 2021, 2022, 2023, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202620939349100512 · IRS batch file

$10.5k
7 grants

Sherbrooke Family Charitable Trust came backFunded by Sherbrooke Family Charitable Trust in 2018, 2020, 2021, 2022, 2023, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202631339349101248 · IRS batch file

$35.0k
7 grants

Boston Foundation Inc came backFunded by Boston Foundation Inc in 2017, 2019, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202641269349301584 · IRS batch file

$272.2k
12 grants

Sidney A Swensrud Foundation came backFunded by Sidney A Swensrud Foundation in 2017, 2018, 2020, 2021, 2022, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202543189349104034 · IRS batch file

$575.0k
7 grants

Davis Family Charitable Trust came backFunded by Davis Family Charitable Trust in 2020, 2021, 2022, 2023, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202611339349103836 · IRS batch file

$185.0k
6 grants

Hastings Family Foundation Inc came backFunded by Hastings Family Foundation Inc in 2018, 2020, 2021, 2022, 2023 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202641359349102589 · IRS batch file

$60.0k
6 grants

Frisbie Family Foundation came backFunded by Frisbie Family Foundation in 2018, 2020, 2021, 2022, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202533169349102903 · IRS batch file

$13.5k
6 grants

Donors Trust Inc came backFunded by Donors Trust Inc in 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202513179349312256 · IRS batch file

$305.0k
6 grants

GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC came backFunded by GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC in 2018, 2019, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202503109349303645 · IRS batch file

$81.0k
5 grants

Lenoir Charitable Tr came backFunded by Lenoir Charitable Tr in 2020, 2021, 2022, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202533159349102558 · IRS batch file

$35.0k
5 grants

Lovett And Ruth Peters Foundationinc came backFunded by Lovett And Ruth Peters Foundationinc in 2020, 2021, 2022, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202512629349100016 · IRS batch file

$425.0k
5 grants

State Policy Network came backFunded by State Policy Network in 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202501959349301335 · IRS batch file

$712.0k
5 grants

The Croll Foundation Attn Mary Kathleen Oconnell came backFunded by The Croll Foundation Attn Mary Kathleen Oconnell in 2019, 2020, 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202532459349100518 · IRS batch file

$50.0k
5 grants

its own grantgiven through a donor-advised fundmatching giftBigger dot, bigger grant. Hover a dot for the amount and the form.

All 74 funders60 more

The Devonshire Foundation Inc came backFunded by The Devonshire Foundation Inc in 2017, 2018, 2020, 2021 and 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202303199349103085 · IRS batch file

$25.0k
5 grants

Atlas Economic Research Foundation came backFunded by Atlas Economic Research Foundation in 2018, 2020, 2024 and 2025 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2025 · filing 202621219349302017 · IRS batch file

$75.5k
4 grants

Turning Leaf Foundation Inc came backFunded by Turning Leaf Foundation Inc in 2018, 2021, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202631359349101868 · IRS batch file

$355.0k
4 grants

Gbl Charitable Foundation came backFunded by Gbl Charitable Foundation in 2020, 2022, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202531209349102403 · IRS batch file

$35.0k
4 grants

HAROLD ALFOND FOUNDATION came backFunded by HAROLD ALFOND FOUNDATION in 2018, 2020, 2021 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202503189349100715 · IRS batch file

$51.5k
4 grants

Stevenson Fam Charitable Tr Stevenson Howard Ttee came backFunded by Stevenson Fam Charitable Tr Stevenson Howard Ttee in 2018, 2020, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202543189349103509 · IRS batch file

$4.3k
5 grants

Clermont Foundation came backFunded by Clermont Foundation in 2020, 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202401219349101880 · IRS batch file

$4.0k
4 grants

Norfolk & Dedham Foundation Inc came backFunded by Norfolk & Dedham Foundation Inc in 2018, 2020, 2021 and 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202333129349101038 · IRS batch file

$22.2k
4 grants

Ladera Foundation came backFunded by Ladera Foundation in 2017, 2018, 2020 and 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202243199349108224 · IRS batch file

$462.0k
4 grants

Downey Family Charitable Foundation came backFunded by Downey Family Charitable Foundation in 2018, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202611339349100941 · IRS batch file

$57.0k
3 grants

Westport Fund came backFunded by Westport Fund in 2022, 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202611359349102626 · IRS batch file

$3.0k
3 grants

Dudley H And Sally S Willis Charitable Foundation came backFunded by Dudley H And Sally S Willis Charitable Foundation in 2022, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202543219349101789 · IRS batch file

$3.0k
3 grants

M Holt Massey Charitable Trust came backFunded by M Holt Massey Charitable Trust in 2020, 2022 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202523029349101152 · IRS batch file

$25.0k
3 grants

Mark S Bradley Charitable Foundation came backFunded by Mark S Bradley Charitable Foundation in 2017, 2021 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202601349349100035 · IRS batch file

$2.5k
3 grants

THE LYNCH FOUNDATION came backFunded by THE LYNCH FOUNDATION in 2020, 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202532809349100018 · IRS batch file

$125.0k
3 grants

462626883 came backFunded by 462626883 in 2021, 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202540919349100629 · IRS batch file

$49
3 grants

Loring Wolcott & Coolidge Charitable Tr - I came backFunded by Loring Wolcott & Coolidge Charitable Tr - I in 2019, 2021 and 2023 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2023 · filing 202501919349301415 · IRS batch file

$49.0k
3 grants

261548482 came backFunded by 261548482 in 2018, 2020 and 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202340459349100804 · IRS batch file

$3.0k
3 grants

Frederick O J Muzi Foundation came backFunded by Frederick O J Muzi Foundation in 2019, 2020 and 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202311319349104206 · IRS batch file

$60.0k
3 grants

The Andover Companies Charitable Foundation came backFunded by The Andover Companies Charitable Foundation in 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202601639349101105 · IRS batch file

$2.0k
2 grants

The Bigbird Fund came backFunded by The Bigbird Fund in 2024 and 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202621249349101127 · IRS batch file

$30.0k
2 grants

Fiduciary Charitable Foundation came backFunded by Fiduciary Charitable Foundation in 2021 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202532889349303018 · IRS batch file

$24.0k
2 grants

Morgan Stanley Global Impact Funding Trust Inc came backFunded by Morgan Stanley Global Impact Funding Trust Inc in 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202503239349300435 · IRS batch file

$20.0k
2 grants

The Lynde and Harry Bradley Foundation Inc came backFunded by The Lynde and Harry Bradley Foundation Inc in 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202523219349106577 · IRS batch file

$155.0k
4 grants

The Robert F Higgins Foundation came backFunded by The Robert F Higgins Foundation in 2023 and 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202543199349100729 · IRS batch file

$50.0k
2 grants

Anne And Paul Marcus Family Foundation came backFunded by Anne And Paul Marcus Family Foundation in 2022 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202413129349101371 · IRS batch file

$17.5k
2 grants

Bank Of America Charitable Foundation Inc came backFunded by Bank Of America Charitable Foundation Inc in 2018 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202411309349100126 · IRS batch file

$5.2k
2 grants

Stifler Family Foundation came backFunded by Stifler Family Foundation in 2021 and 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202403209349104970 · IRS batch file

$25.0k
2 grants

Center For Union Facts came backFunded by Center For Union Facts in 2021 and 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202323189349306432 · IRS batch file

$60.0k
2 grants

Martin & Deborah Hale Foundation came backFunded by Martin & Deborah Hale Foundation in 2020 and 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202343139349101714 · IRS batch file

$10.0k
2 grants

American Online Giving Foundation Inc came backFunded by American Online Giving Foundation Inc in 2020 and 2021 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2021 · filing 202340469349301209 · IRS batch file

$27.1k
2 grants

Excelsior Foundation Tr came backFunded by Excelsior Foundation Tr in 2018 and 2020 (IRS 990-PF)

IRS 990-PF · tax year 2020 · filing 202122609349100807 · IRS batch file

$6.0k
2 grants

141782466 Funded by 141782466 in 2025 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2025 · filing 202621349349304192 · IRS batch file

$10.0k
1 grant

BETH AND RAVENEL CURRY FOUNDATION Funded by BETH AND RAVENEL CURRY FOUNDATION in 2025 (IRS 990-PF)

IRS 990-PF · tax year 2025 · filing 202641339349102299 · IRS batch file

$250.0k
1 grant

Reynolds Family Foundation Funded by Reynolds Family Foundation in 2024 (IRS 990-PF)

IRS 990-PF · tax year 2024 · filing 202533189349103548 · IRS batch file

$50.0k
1 grant

Ohrn Family Charitable Foundation Funded by Ohrn Family Charitable Foundation in 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202431369349103098 · IRS batch file

$1.0k
1 grant

THE FLATLEY FOUNDATION Funded by THE FLATLEY FOUNDATION in 2023 (IRS 990-PF)

IRS 990-PF · tax year 2023 · filing 202403199349103230 · IRS batch file

$100.0k
1 grant

Edgerly Foundation Funded by Edgerly Foundation in 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202341319349100849 · IRS batch file

$15.0k
1 grant

Pharmaceutical Research And Manufacturers Of America Funded by Pharmaceutical Research And Manufacturers Of America in 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202303189349316445 · IRS batch file

$50.0k
1 grant

William P Goldman & Brothers Foundation Inc Funded by William P Goldman & Brothers Foundation Inc in 2022 (IRS 990-PF)

IRS 990-PF · tax year 2022 · filing 202302529349100100 · IRS batch file

$1.0k
1 grant

133598005 Funded by 133598005 in 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202223149349100527 · IRS batch file

$10.0k
1 grant

ADOLPH COORS FOUNDATION Funded by ADOLPH COORS FOUNDATION in 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202301029349101420

$30.0k
1 grant

Mabel Louise Riley Foundation Funded by Mabel Louise Riley Foundation in 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202223119349101682 · IRS batch file

$50.0k
1 grant

Zabriskie Family Foundation Inc Funded by Zabriskie Family Foundation Inc in 2021 (IRS 990-PF)

IRS 990-PF · tax year 2021 · filing 202320609349100117 · IRS batch file

$250
1 grant

046044620 Funded by 046044620 in 2020 (IRS 990-PF)

IRS 990-PF · tax year 2020 · filing 202122389349100602 · IRS batch file

$3.0k
1 grant

JPMORGAN CHASE FOUNDATION Funded by JPMORGAN CHASE FOUNDATION in 2020 (IRS 990-PF)

IRS 990-PF · tax year 2020 · filing 202122529349101012 · IRS batch file

$1.0k
1 grant

Perkins Charitable Foundation Funded by Perkins Charitable Foundation in 2020 (IRS 990-PF)

IRS 990-PF · tax year 2020 · filing 202111329349100421 · IRS batch file

$300
1 grant

Roe Foundation Funded by Roe Foundation in 2020 (IRS 990-PF)

IRS 990-PF · tax year 2020 · filing 202131339349101408 · IRS batch file

$25.0k
1 grant

The New England Foundation Funded by The New England Foundation in 2020 (IRS 990-PF)

IRS 990-PF · tax year 2020 · filing 202121309349100102 · IRS batch file

$10.0k
1 grant

Combined Jewish Philanthropies of Greater Boston Inc Funded by Combined Jewish Philanthropies of Greater Boston Inc in 2019 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2019 · filing 202141249349301979 · IRS batch file

$27.6k
1 grant

Grandin Family Foundation Tr Funded by Grandin Family Foundation Tr in 2019 (IRS 990-PF)

IRS 990-PF · tax year 2019 · filing 202100989349100700 · IRS batch file

$500
1 grant

Allison Family Charitable Foundation Funded by Allison Family Charitable Foundation in 2018 (IRS 990-PF)

IRS 990-PF · tax year 2018 · filing 201910719349100601 · IRS batch file

$10.0k
1 grant

Hyde Charitable Foundation Funded by Hyde Charitable Foundation in 2018 (IRS 990-PF)

IRS 990-PF · tax year 2018 · filing 201911419349100606 · IRS batch file

$500
1 grant

Macpherson Fund Inc Funded by Macpherson Fund Inc in 2018 (IRS 990-PF)

IRS 990-PF · tax year 2018 · filing 201911979349100511 · IRS batch file

$1.0k
1 grant

Mgs And Rrs Charitable Trust Funded by Mgs And Rrs Charitable Trust in 2018 (IRS 990-PF)

IRS 990-PF · tax year 2018 · filing 201931829349100318 · IRS batch file

$1.0k
1 grant

Southcoast Community Foundation Inc Funded by Southcoast Community Foundation Inc in 2018 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2018 · filing 201901429349300830 · IRS batch file

$10.0k
1 grant

Sword And Spoon Foundation Funded by Sword And Spoon Foundation in 2017 (IRS 990-PF)

IRS 990-PF · tax year 2017 · filing 201803189349103290 · IRS batch file

$91.8k
1 grant

Fidelity Investments Charitable Gift Fund donor-advisedFunded through Fidelity Investments Charitable Gift Fund in 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202601389349301700 · IRS batch file

$6.2m
8 grants

NATIONAL PHILANTHROPIC TRUST donor-advisedFunded through NATIONAL PHILANTHROPIC TRUST in 2021, 2022 and 2024 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2024 · filing 202601289349302480 · IRS batch file

$45.8k
3 grants

AMERICAN ENDOWMENT FOUNDATION donor-advisedFunded through AMERICAN ENDOWMENT FOUNDATION in 2022 (IRS Form 990, Schedule I)

IRS Form 990, Schedule I · tax year 2022 · filing 202332499349300338

$9.2k
1 grant

A funder came back when it made its own grants in two or more tax years, by its own IRS return. Matching gifts, and gifts a donor-advised fund passes on for its donors, are shown and labelled, and do not count.

Its money

From the return it filed itself.

Revenue$5.9m

Spending$4.7m

Net assets, year end$9.2m

Total assets, year end$9.4m

Revenue by year

Spending by year

IRS Form 990 · tax year 2024 · filing 202532199349300303 · IRS batch file

Its leaders

The top three roles on its latest return.

Executive DirectorJames StergiosForm 990 · 2024

Director - ChairpersonAdam PortnoyForm 990 · 2024

TreasurerJim JoslinForm 990 · 2024

Name, title and year only, as its own return lists them. No pay, no address. Anyone can ask to be removed: hello@philanova.ai.

Its charity status

From the IRS's own lists.

501(c)(3)recognised in 1993 · Public charity supported by government or the general public — 170(b)(1)(A)(vi)IRS exempt organisations register

Listed for deductible giftsIRS Publication 78

Not revokedIRS automatic revocation list

Data and sources

Everything above, as tables and as open data.

Grants received, by year9 years

Tax year	Grants	As filed
2017	9	$834.8k
2018	25	$618.5k
2019	9	$709.2k
2020	37	$1.2m
2021	34	$2.0m
2022	32	$2.0m
2023	32	$2.3m
2024	33	$2.7m
2025	12	$483.5k

What this page does not knowread before quoting

Grants from funders that do not file a US return, and gifts from individuals.
Each row is what the funder said it paid, not what this organisation said it received.
A tax year that is not yet loaded looks like a year with no grant.

The same page as dataJSON · free, no key

/open/api/grantee/222632081

Ratings from its funders

None yet. Stars appear here only when a funder that funded this organisation chooses to give them, in its own name, with the year it funded. PhilaNova never rates on a free page.

Something wrong? Tell us

This organisation can correct a fact on this page and add its own statement. Every change is logged.

Ask for a correction

For advisersSee Pioneer Institute Inc's full diligence file, its place on the Vetted Marketplace, and the funders most like your client who already back it.See what advisers get