Popplestone Foundation

The Popplestone Foundation is a grantmaking foundation founded by Alan Dworsky and his wife, Suzanne, that funds left-of-center advocacy organizations. 1 Notable grantees include Americans United for the Separation of Church and State, the Fair Elections Center, the Southern Poverty Law Center, the Tides Foundation, and the Brennan Center. 2

At-A-Glance

Formation:

2020

Founder:

Alan Dworsky

Location: Boston, MA View on map
Tax ID: 04-3528004
Most Recent Filing: 2024
Budget (2024): Assets: $18,463,724 Revenue: $1,196,573 Expenses: $51,788,482

Contents

    Background

    The Popplestone Foundation is a left-of-center grantmaking organization that was founded in 2000 by Alan Dworsky and his wife, Suzanne. 1

    The Popplestone Foundation does not have a website or publish information about its grantmaking. It makes grants to advocacy organizations that support funding social and welfare programs with critical race theory aligned diversity quotas. 3 4

    Grantmaking

    Through its funding of the Center for Public Integrity (CPI), the Popplestone Foundation was credited with funding a 2010 investigative project where the CPI researched lobbying from the tobacco industry. The report claimed lobbyists from tobacco companies target developing countries to increase sales. It argues that tobacco company lobbyists “payoff” officials from developing countries to prevent so-called “smoking reforms.” 5

    Between 2015 and 2020, the Popplestone Foundation gave a total of $1.85 million to the Center on Budget and Policy Priorities (CBPP), which reports on federal and state budgets to advocate for increased funding for social programs under the guise of racial and gender equity. 3 It advocates for subsidizing health programs that seek to increase insurance coverage, income, food security, and reduce homelessness for individuals based on their race and gender identity. 4

    In 2022, the Popplestone Foundation donated $700,000 to the Fair Elections Center, a left-of-center litigation and advocacy organization that originated as a project of the New Venture Fund to oppose right-of-center election-integrity policies. 6 2

    Between 2017 and 2022, the Popplestone Foundation gave $9.26 million to the Fidelity Charitable Gift Fund, a donor-advised fund that is used by individuals and organizations to make tax-deductible donations without having to disclose the recipient. 7 8

    Financials

    In 2022, the Popplestone Foundation reported $32.7 million in total revenue, including $12.1 million in gains from the sale of assets, and reported $29.1 million in total assets. 9 10 It also reported $23.6 million in total expenses, including $23.5 million in contributions and grants paid. 11

    Between 2017 and 2022, the Popplestone Foundation made $56 million in contributions and grants to other organizations. 7 8

    All Popplestone Foundation’s contributions in 2022 came from the Alan J. Dworsky Irrevocable Trust, totaling $20 million. Prior to 2022, Popplestone Foundation had not received a contribution since 2013, when it reported receiving $1.5 million. 12

    People

    Alan Dworsky was co-founder and a trustee of the Popplestone Foundation until he passed away in January 2021. Dworsky began his career as a security analyst for the Putnam Management Company in 1966, eventually becoming a mutual fund manager for Putnam Investors before leaving the company in 1983. In 1984, he founded the investment management firm Mt. Auburn Management, where he worked as principal and investment officer until it dissolved in 2007. Dworsky also was a trustee of the Taconic Foundation from 1980 to 2013 and a member of the Tax Policy Center. 1 13

    Sally Rubin has been a trustee of the Popplestone Foundation and worked as an associate professor at Chapman University’s Lawrence and Kristina Dodge College of Film and Media Arts. She is a documentary filmmaker who has produced several films with children as the intended audience to promote transgenderism. 14

    Suzanne Dworsky is a co-founder and trustee of the Popplestone Foundation. Prior to running the Popplestone Foundation, Dworsky worked as vice president of the investment firm David L. Babson and Company. 15

    Financial Statistics

    Total Assets

    Total Revenue

    Total Expenses

    YearTotal AssetsTotal RevenueTotal ExpensesFiling
    2024 $18,463,724 $1,196,573 $51,788,482 View
    2023 $62,805,601 $194,570,556 $145,752,029 View
    2022 $29,164,335 $32,729,756 $23,656,638 View
    2021 $35,512,299 $606,521 $5,924,359 View
    2020 $33,302,119 $3,797,304 $18,054,650 View

    Prior year filings: 2019, 2015, 2014, 2013, 2012, 2011

    Expenses Detail

    Grant Activity

    All-time grants given statistics from Candid dataset:

    • Total Grant Value: $266,718,912
    • Number of Grants: 234
    • Number of Recipients: 91

    Selection of highest value grants given from the last seven years:

    AmountYearFunderSubject
    $12,500,0002023 New England Conservatory of MusicMUSIC EDUCATION – ENDOW NEC PREP SCHOLARSHIPS ($12,000,000), EARLY CHILHOOD EDUCATION PILOT ($500,000)
    $10,510,0002023 Community MusicworksMUSIC EDUCATION – RENOVATIONSS, NEW CONSTRUCTION, PROGRAM EXPANSIONS, & ENDOWMENT 0101/2024-06/30/2027 ($8,000,000), MULTI-YEAR FOR MUSIC HAVEN ($1,505,000), MULTI-YEAR FOR NEIGHBORHOOD STRINGS ($1,005,000)
    $10,000,0002024 Protect Democracy ProjectDEMOCRACY & CIVIC ENGAGEMENT – GENERAL OPERATING SUPPORT, SAFEBUARDING ELECTIONS & LEGAL ACCOUNTABILITY FOR 03/15/2024-03/15/2026
    $10,000,0002024 WILLIAM J BRENNAN JR CENTER FOR JUSTICE INCDEMOCRACY & CIVIC ENGAGEMENT – ADVANCE PROJECTS FOCUSING ON STATE & FEDERAL COURTS AND CONSTITUTIONS
    $10,000,0002023 NAACP Legal Defense & Educational Fund, Inc.DEMOCRACY & CIVIC ENGAGEMENT – GENERAL OPERATIONS 07/01/2023-06/30/2027
    $10,000,0002023 The Voter Participation CenterDEMOCRACY & CIVIC ENGAGEMENT – GENERAL OPERATIONS 09/01/2023-09/30/2025
    $10,000,0002023 WILLIAM J BRENNAN JR CENTER FOR JUSTICE INCDEMOCRACY & CIVIC ENGAGEMENT – ADVANCE PROJECTS FOCUSING ON STATE & FEDERAL COURTS AND CONSTITUTIONS
    $6,400,0002023 Boston Youth Symphony Orchestras, Inc.MUSIC EDUCATION – RESTRICTED ENDOWMENT FOR SUPPORT OF NEW YOUTH MUSIC CENTER
    $5,000,0002024 States United Democracy Center IncDEMOCRACY & CIVIC ENGAGEMENT – GENERAL OPERATING SUPPORT, SAFEBUARDING ELECTIONS & LEGAL ACCOUNTABILITY FOR 03/15/2024-03/15/2026
    $5,000,0002023 All Our KinEARLY CHILDHOOD DEVELOPMENT – GENERAL OPERATIONS 09/01/2023-08/31/2026
    $5,000,0002023 Project STEPMUSIC EDUCATION – RESTRICTED ENDOWMENT
    $5,000,0002023 Room to Grow National, Inc.EARLY CHILDHOOD DEVELOPMENT – GENERAL OPERATIONS 01/01/2024-12/31/2027
    $5,000,0002023 The Center for Election Innovation & ResearchDEMOCRACY & CIVIC ENGAGEMENT – GENERAL OPERATIONS 09/01/2023-08/31/2027
    $5,000,0002020 Massachusetts Institute of TechnologyGENERAL USE
    $4,900,0002020 San Francisco FoundationGENERAL USE
    $4,000,0002023 Uniting Voices ChicagoMUSIC EDUCATION – SUPPORT EXPANSION & ACCESSIBILITY, INCLUDING ENDOWMENT 07/01/2023-06/30/2027
    $3,941,5002020 Fidelity Investments Charitable Gift Fund Foundation IncGENERAL USE
    $3,625,0002023 iCivicsDEMOCRACY & CIVIC ENGAGEMENT – CAPITAL CAMPAIGN, SUPPORT MEDIA & INFORMATION LITERACY EDUCATION PLUS OVERALL GROWTH CAMPAIGN
    $3,500,0002023 Atlanta Music ProjectMUSIC EDUCATION – CAPITAL & ENDOWMENT 08/01/2023-07/31/2025
    $3,500,0002022 Campaign Legal Center IncGENERAL USE
    $3,250,0002024 Campaign Legal Center IncDEMOCRACY & CIVIC ENGAGEMENT – COMBATING ELECTION SABOTAGE
    $3,250,0002023 Campaign Legal Center IncDEMOCRACY & CIVIC ENGAGEMENT – COMBATING ELECTION SABOTAGE
    $3,000,0002024 ParentcorpsEARLY CHILDHOOD DEVELOPMENT – GENERAL OPERATING SUPPORT, EXPANSION OF PRE-K FOR ALL FOR 03/15/2024-08/14/2026
    $3,000,0002024 Young Peoples Chorus of New York City, Inc.MUSIC EDUCATION – GENERAL SUPPORT, SERVING AGES 8-18 IN VARIOUS CHORUSES FOR 03/15/2024-09/15/2027
    $3,000,0002023 Americans United for Separation of Church and StateDEMOCRACY & CIVIC ENGAGEMENT – GENERAL OPERATIONS

    References

    1. “Congress Is Back with a Big, Big Relief Plan.” Tax Policy Center, February 22, 2021. https://www.taxpolicycenter.org/daily-deduction/congress-back-big-big-relief-plan.
    2. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2022. Part XIV.
    3. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2015-2020. Part XV.
    4. Center on Budget and Policy Priorities. About the Center page. Accessed June 16, 2024. https://www.cbpp.org/about.
    5. Palos, Ricardo Sandoval. “Overview: The Tobacco Lobby Goes Global.” Center for Public Integrity, June 9, 2019. https://publicintegrity.org/health/overview-the-tobacco-lobby-goes-global/.
    6. “Litigation.” Fair Elections Center.” Accessed June 16, 2024. https://www.fairelectionscenter.org/litigation.
    7. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2021-2022. Part XIV.
    8. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2017-2020. Part XV.
    9. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2022. Part I, Lines 6-12.
    10. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2022. Part II, Line 16.
    11. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2022. Part I, Lines 25-26.
    12. Return of Organization Exempt From Income Tax (form 990PF). Popplestone Foundation. 2022. Schedule B.
    13. “Alan Dworsky Obituary (1930 – 2021) – Cambridge, MA – Boston Globe.” Legacy.com, February 12, 2021. https://www.legacy.com/us/obituaries/bostonglobe/name/alan-dworsky-obituary?id=7217584.
    14. “Sally Rubin.” Chapman University. Accessed June 16, 2024. https://www.chapman.edu/our-faculty/sally-rubin.
    15. “A.J. Dworsky, Executive, Marries Suzanne Werber.” The New York Times, May 2, 1981. https://www.nytimes.com/1981/05/02/style/aj-dworsky-executive-marries-suzanne-werber.html.