Putnam Investments Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Putnam Investments Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 04-3175266

Foundation Overview

Based in Boston, MA, Putnam Investments Foundation has awarded 46 grants totaling $571,550 to organizations in Massachusetts and New York. Individual grants range from $550 to $100,000, with a median award of $5,000.

Latest Tax Year
2022
Total Giving (all years)
$571,550
Total Assets
$57,787
Median Grant (all grants)
$5,000

Latest Form 990-PF Snapshot

Total Grants
45
Median Grant
$5,000
% Median Grant Decline
-95% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Emerging Foundation: 93%

42 of 45 recipients (93%) were new grantees. Recent establishment means most partnerships are naturally new. Pattern may not reflect long-term preferences.

Geographic Focus
Massachusetts

98% of all grants are concentrated in Massachusetts, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Massachusetts, funding concentrates in Boston (87%), Salem (9%), Bosston (2%).

Funding Trajectory
+39%

Moderate 39% growth trend over 1 years suggests stable and gradually increasing funding capacity. This positive trajectory indicates reliable grant-making resources and sustainable philanthropic commitment.

Program Areas
Healthcare + Community Projects

Dual focus on healthcare (50%) and community projects, indicating strategic concentration in complementary program areas.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Putnam Investments Foundation'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
United Way Of Massachusetts Bay Inc $100,000 Boston, MA, US Support The Vision And Mission Of Providing Financial Opportunities And Educational Success Tools To Families In The Massachusetts Bay And Merrimack Valley In Need Of Safe Housing, Healthy Food, Quality Childcare, Financial Coaching, And School Preparedness 2022
Museum Of Science $2,500 Boston, MA, US Support Charitable Mission 2022
Isabella Stewart Gardner Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Museum Of Fine Arts $6,000 Boston, MA, US Support Charitable Mission 2022
Peabody Essex Museum $2,500 Salem, MA, US Support Charitable Mission 2022
Zoo New England $3,000 Boston, MA, US Support Charitable Mission 2022
Institute Of Contemporary Art $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Children's Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Ballet $2,500 Boston, MA, US Support Charitable Mission 2022
Boch Center $5,000 Boston, MA, US Support Charitable Mission 2022
New England Aquarium $2,500 Boston, MA, US Support Charitable Mission 2022
United Way Of Massachusetts Bay Inc $100,000 Boston, MA, US Support The Vision And Mission Of Providing Financial Opportunities And Educational Success Tools To Families In The Massachusetts Bay And Merrimack Valley In Need Of Safe Housing, Healthy Food, Quality Childcare, Financial Coaching, And School Preparedness 2022
Museum Of Science $2,500 Boston, MA, US Support Charitable Mission 2022
Isabella Stewart Gardner Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Museum Of Fine Arts $6,000 Boston, MA, US Support Charitable Mission 2022
Peabody Essex Museum $2,500 Salem, MA, US Support Charitable Mission 2022
Zoo New England $3,000 Boston, MA, US Support Charitable Mission 2022
Institute Of Contemporary Art $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Children's Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Ballet $2,500 Boston, MA, US Support Charitable Mission 2022
Boch Center $5,000 Boston, MA, US Support Charitable Mission 2022
New England Aquarium $2,500 Boston, MA, US Support Charitable Mission 2022
Museum Of Science $2,500 Boston, MA, US Support Charitable Mission 2022
Isabella Stewart Gardner Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Museum Of Fine Arts $6,000 Boston, MA, US Support Charitable Mission 2022
Peabody Essex Museum $2,500 Salem, MA, US Support Charitable Mission 2022
Zoo New England $3,000 Boston, MA, US Support Charitable Mission 2022
Institute Of Contemporary Art $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Children's Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Ballet $2,500 Bosston, MA, US Support Charitable Mission 2022
Boch Center $5,000 Boston, MA, US Support Charitable Mission 2022
New England Aquarium $2,500 Boston, MA, US Support Charitable Mission 2022
Pembroke Titans Against Drugs $550 Pembroke, MA, US Support Charitable Mission 2022
Council For Economic Education $15,000 New York, NY, US Support Charitable Mission 2022
United Way Of Massachusetts Bay Inc $100,000 Boston, MA, US Support The Vision And Mission Of Providing Financial Opportunities And Educational Success Tools To Families In The Massachusetts Bay And Merrimack Valley In Need Of Safe Housing, Healthy Food, Quality Childcare, Financial Coaching, And School Preparedness 2022
Museum Of Science $2,500 Boston, MA, US Support Charitable Mission 2022
Isabella Stewart Gardner Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Museum Of Fine Arts $6,000 Boston, MA, US Support Charitable Mission 2022
Peabody Essex Museum $2,500 Salem, MA, US Support Charitable Mission 2022
Zoo New England $3,000 Boston, MA, US Support Charitable Mission 2022
Institute Of Contemporary Art $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Children's Museum $5,000 Boston, MA, US Support Charitable Mission 2022
Boston Ballet $2,500 Boston, MA, US Support Charitable Mission 2022
Boch Center $5,000 Boston, MA, US Support Charitable Mission 2022
New England Aquarium $2,500 Boston, MA, US Support Charitable Mission 2022
United Way Of Massachusetts Bay Inc $100,000 Boston, MA, US Support The Vision And Mission Of Providing Financial Opportunities And Educational Success Tools To Families In The Massachusetts Bay And Merrimack Valley In Need Of Safe Housing, Healthy Food, Quality Childcare, Financial Coaching, And School Preparedness 2021

Foundations Similar to Putnam Investments Foundation

Discover 5 foundations with comparable assets ($56,792-$58,944), similar grant patterns, and geographic focus in MA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 04-6900178 | 2 grants awarded
$58,400
(≈ Similar)
$7,500
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 04-6905468 | 18 grants awarded
$58,596
(≈ Similar)
$2,977
median grant
Winchester, MA
Same state
99%
Excellent match

EIN: 81-4872133 | 287 grants awarded
$56,961
(≈ Similar)
$3,000
median grant
Boston, MA
Same state
99%
Excellent match

EIN: 81-1645767 | 228 grants awarded
$56,792
(≈ Similar)
$3,000
median grant
Beverly, MA
Same state
99%
Excellent match

EIN: 04-3493735 | 8 grants awarded
$58,944
(≈ Similar)
$4,500
median grant
Concord, MA
Same state
99%
Excellent match

Contact Information

Official contact details for Putnam Investments Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 04-3175266
Website N/A
Address 100 FEDERAL STREET Boston, MA 02110-1802

Key People (3)

Board members, trustees, and key staff who oversee Putnam Investments Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

Trustee Jonathan M Goldstein
Trustee David J Teeven
Trustee Robert D Ettinger

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 Putnam Investments Foundation 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

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.