Data update history
October 2, 2023
Posted financials
Added Form 990PF for fiscal year 2023
October 2, 2023
Updated personnel
Identified 3 new personnel
August 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 3, 2022
Posted financials
Added Form 990PF for fiscal year 2021
July 24, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
- Address
- Prio Wealth 265 Franklin St 20fl
- Boston, MA 02110
- Metro area
- Boston-Cambridge-Newton, MA-NH
- County
- Suffolk County, MA
- Phone
- (617) 224-1900
IRS details
- EIN
- 74-3201002
- Fiscal year end
- June
- Taxreturn type
- Form 990-PF
- Year formed
- 2007
- Eligible to receive tax-deductible contributions (Pub 78)
- Yes
Categorization
- NTEE code, primary
- T20: Private Foundations
- NAICS code, primary
- 813211: Grantmaking Foundations
- Parent/child status
- Independent
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