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Private foundation (trust)EIN 043443031Est. 1999-05

Value Mortgage Foundation

Chelmsford, MA 01824

Accepts unsolicited proposals

Total Assets

$4.5M

FY 2024

Annual Giving

$95K

FY 2024

Grants Made

9

FY 2024

Avg Grant

$11K

FY 2024

Grant Range

$200–$33K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$25K

American Red Cross

Program 2

$10K

Habitat for Humanity

Program 3

$33K

Akshaya Patra

Program 4

$10K

Hi 5 Youth Foundation

Focus Areas

Education

Financial Snapshot

2024 filing

Total Expenses

$97K

Qualifying Distributions

$191K

Distributable Amount

$221K

Min. Investment Return

$223K

Payout rate 86%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.86%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $200 through median $10K to maximum $33K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $95K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

34 grants

Food Pantries
$129K
3 grants
Red Cross
$85K
5 grants
Akshaya Patra
$38K
2 grants
Muni Seva Ashram
$25K
3 grants
Habitat for Humanity
$15K
2 grants
Mahvir Jair Vidyalaya
$14K
1 grant
Our Journey Inc
$11K
2 grants
Hi 5 Youth Foundation
$10K
1 grant

Grant Size Distribution

34 grants

<$10K
26
grants
$10–50K
7
grants
$50–250K
1
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

7 states

Massachusetts
$135K
41% of total
Iowa
$105K
32% of total
Indiana
$49K
15% of total
Georgia
$26K
8% of total
New York
$10K
3% of total
Kansas
$5K
2% of total
Nebraska
$300
0% of total

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