Santayana Fund Inc is located in Woburn, MA. The organization was established in 1996. According to its NTEE Classification (B20) the organization is classified as: Elementary & Secondary Schools, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Santayana Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Santayana Fund Inc generated $329.6k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.1% each year. All expenses for the organization totaled $345.1k during the year ending 12/2022. While expenses have increased by 1.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
PLUMSOCK MESOAMERICAN STUDIES DIVISION, PROMOTES & PUBLISHES SCHOLARLY RESEARCH, INCLUDING A SPANISH LANGUAGE JOURNAL, THE MESOAMERICAN; AND SEVERAL MONOGRAPHS ON SOUTHERN MESOAMERICA AND THE CENTRAL AMERICAN REGION
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sally S Lutz President & Director | 1 | $0 | |
Ian R Lutz Treasurer & Director | 1 | $0 | |
Pam Solo Clerk & Executive Director | 5 | $37,000 | |
Jennifer Lutz Director | 1 | $0 | |
Christopher H Lutz Director | 1 | $0 |
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $330,304 |
| Interest on Savings | $7 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$715 |
| Capital Gain Net Income | $241,281 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $329,596 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $37,000 |
| Other employee salaries and wages | $115,493 |
| Pension plans, employee benefits | $22,222 |
| Interest | $0 |
| Taxes | $15,011 |
| Depreciation | $0 |
| Occupancy | $16,200 |
| Travel, conferences, and meetings | $16,261 |
| Printing and publications | $1,500 |
| Other expenses | $12,996 |
| Total operating and administrative expenses | $243,112 |
| Contributions, gifts, grants paid | $102,000 |
| Total expenses and disbursements | $345,112 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $10,669 |
| Savings and temporary cash investments | $34,157 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $51,587 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $96,413 |
| Accounts payable and accrued expenses | $32,161 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $32,161 |