STRATEGY STUDIO / PUBLIC DATA EXPLORER

MARGARET & DON MATHESON SCHOLARSHIP FUND

Cite this

Plain text MARGARET & DON MATHESON SCHOLARSHIP FUND. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/010504173. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). MARGARET & DON MATHESON SCHOLARSHIP FUND [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/010504173

MLA “MARGARET & DON MATHESON SCHOLARSHIP FUND.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/010504173. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.

2025 · Form 990PF · revenue $73K · expenses $42K · assets $762K

Also known as
PORTLAND TRUST CO LLC
EIN
01-0504173
Address
2 MONUMENT SQ STE 703, PORTLAND, ME 04101-6049
NTEE code
B82
Subsection
501(c)(3)
Ruling year
2014
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Portland Trust Co Llc Institution TRUSTEE2024-2025 $7,737$7,737 4
Bank Of America Institution (former) TRUSTEE2020-2024 $7,204$41,873 4368

People by year

2025 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PORTLAND TRUST CO LLC Institution TRUSTEE2 $7,737-$0 $7,7374
2024 · 2 people listed · 1 paid, $7K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA NA Institution TRUSTEE2 $7,204-$0 $7,2044368
PORTLAND TRUST CO LLC Institution TRUSTEE2 $0-$0 $04
2023 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $8,201-- $8,2014368
2022 · 1 person listed · 1 paid, $9K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $8,593-- $8,5934368
2021 · 1 person listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $9,771-- $9,7714368
2020 · 1 person listed · 1 paid, $8K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BANK OF AMERICA Institution TRUSTEE1 $8,104-- $8,1044368

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 12 grants to organizations · $33K
2024 · 7 grants to organizations · $35K
2023 · 8 grants to organizations · $30K
2022 · 13 grants to organizations · $32K
2021 · 0 grants to organizations · $0 · 1 summary line · $37K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

2020 · 0 grants to organizations · $0 · 1 summary line · $30K

This return lists 1 summary line (program totals pointing to a separate statement) instead of each grant. The itemized list was filed as an attachment that isn't in the IRS's public e-file data, so the recipients can't be shown.

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$72,592$42,016 $762,096$762,096 -- $7,737--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$89,114$47,423 $731,520$731,520 -- $7,204--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$19,763$42,176 $689,829$689,829 -- $8,201--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$10,470$48,129 $710,495$710,495 -- $8,593--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$151,864$51,972 $769,070$769,070 -- $9,771--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$42,819$42,457 $666,727$666,727 -- $8,104--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
WINSLOW-JOHNSON SCHOLARSHIP TRMEB82 $74,542$41,040 TRUSTEE$10,184 Same NTEE code B82, revenue within 2x, same state
FORT FAIRFIELD EDUCATIONAL FUNDMEB82 $71,224$55,785 PRES/TREAS.$0 Same NTEE code B82, revenue within 2x, same state
MAINELY CHARACTERMEB82 $70,027$72,479 President$0 Same NTEE code B82, revenue within 2x, same state
MARGARET HOLLAND SCHOLARSHIP FUNDNCB82 $74,439$85,612 TRUSTEE$12,477 Same NTEE code B82, revenue within 2x, similar name
BJH SCHOLARSHIP FUNDMDB82 $67,603$63,030 DIRECTOR$0 Same NTEE code B82, revenue within 2x, similar name
MATHER HIGH SCHOOL ALUMNI SCHOLARSHIP FUNDILB82 $71,181$46,531 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
SEDSO SCHOLARSHIP FUNDWAB82 $74,190$45,279 PRESIDENT$0 Same NTEE code B82, revenue within 2x, similar name
RMCC SCHOLARSHIP FUNDILB82 $67,251$34,695 President$0 Same NTEE code B82, revenue within 2x, similar name
ROSE MORGAN SCHOLARSHIP FUNDKSB82 $75,526$39,014 CO-TRUSTEE$5,923 Same NTEE code B82, revenue within 2x, similar name
DOROTHY DAVIS SCHOLARSHIP FUNDPAB82 $68,333$53,463 TRUSTEE$11,532 Same NTEE code B82, revenue within 2x, similar name
JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUNDPAB82 $69,385$61,735 TRUSTEE$7,968 Same NTEE code B82, revenue within 2x, similar name
CHRIS MELLO SCHOLARSHIP FUNDCTB82 $68,992$13,249 PRESIDENT$0 Same NTEE code B82, revenue within 2x
ACMPE SCHOLARSHIP FUND INCCOB82 $73,050$61,519 PRESIDENT/CEO$1,718,095 Same NTEE code B82, revenue within 2x
BTOBA SCHOLARSHIP FUND INCNYB82 $77,294$79,324 President$0 Same NTEE code B82, revenue within 2x
DREAM BIG SCHOLARSHIP FUND INCTXB82 $76,487$60,462 BOARD MEMBER$0 Same NTEE code B82, revenue within 2x
EDNA HUGHES DAVIS SCHOLARSHIP FUNDMOB82 $68,879$74,134 TRUSTEE$17,816 Same NTEE code B82, revenue within 2x
PAUL FARMER SCHOLARSHIP FUNDFLB82 $77,787$19,212 CHAIR$0 Same NTEE code B82, revenue within 2x
MARIN BUILDERS ASSOCIATION SCHOLARSHIP FUNDCAB82 $76,592$70,978 BOARD MEMBER$0 Same NTEE code B82, revenue within 2x
JOHN EBERLE SCHOLARSHIP FUNDNDB82 $75,230$63,786 Trustee$12,890 Same NTEE code B82, revenue within 2x
MONTERA ENDOWED SCHOLARSHIP FUNDCOB82 $74,935$14,774 President$0 Same NTEE code B82, revenue within 2x
CARL AND DOROTHY CROW SCHOLARSHIP FUNDWIB82 $70,383$41,739 TRUSTEE$10,045 Same NTEE code B82, revenue within 2x
UA LOCAL 630 SCHOLARSHIP FUNDFLB82 $75,501$36,000 President$0 Same NTEE code B82, revenue within 2x
SOMMELIER SCHOLARSHIP FUND INCNYB82 $77,760$88,480 CHAIRMAN$0 Same NTEE code B82, revenue within 2x
FRANK LEON WOODARD SCHOLARSHIP FUNDFLB82 $75,843$55,046 TRUSTEE$11,259 Same NTEE code B82, revenue within 2x
MIM SCHOLARSHIP FOUNDATIONMIB82 $79,128$35,345 TRUSTEE$0 Same NTEE code B82, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
STARK COMMUNITY FOUNDATION INC DAF sponsor$543,08715 12010–2024 BROOKSIDE SCHOLARSHIP FUND INC
COMMUNITY FOUNDATION OF NORTH CENTRAL MASSACHUSETTS INC DAF sponsor$307,62218 12009–2024 NMRS SCHOLARSHIP FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$248,80313 42019–2024 IDAHO LATINO SCHOLARSHIP FOUNDATION INC; ALASKA AIRLINES MEMORIAL SCHOLARSHIP FUND; W L D JOHNSON SCHOLARSHIP FOUNDATION; SOUHEGAN SCHOLARSHIP FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$188,20018 72014–2024 SOUHEGAN SCHOLARSHIP FOUNDATION; BILL MANESS GOOD SAMARITAN SCHOLARSHIP FUND INC; SOMMELIER SCHOLARSHIP FUND INC; MATHER HIGH SCHOOL ALUMNI SCHOLARSHIP FUND and 3 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$179,58111 52018–2024 RUTH EDMUNDSON RAMSEY SCHOLARSHIP FUND INC; MAINELY CHARACTER; CHINO BASQUE CLUB SCHOLARSHIP FUND; RMCC SCHOLARSHIP FUND and 1 more
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$77,5284 32016–2024 MATHER HIGH SCHOOL ALUMNI SCHOLARSHIP FUND; SOUHEGAN SCHOLARSHIP FOUNDATION; ALASKA AIRLINES MEMORIAL SCHOLARSHIP FUND
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$54,5005 32015–2023 SOMMELIER SCHOLARSHIP FUND INC; BILL MANESS GOOD SAMARITAN SCHOLARSHIP FUND INC; ALASKA AIRLINES MEMORIAL SCHOLARSHIP FUND
MARIO GHILOTTI FAMILY FOUNDATION Private foundation$53,3847 12017–2024 MARIN BUILDERS ASSOCIATION SCHOLARSHIP FUND
HERNANDO HEALTHCARE FOUNDATION INC Private foundation$51,0003 12022–2024 PAUL FARMER SCHOLARSHIP FUND
MORGAN FAMILY FOUNDATION Private foundation$40,0004 12019–2022 ROSE MORGAN SCHOLARSHIP FUND
SAINT PAUL & MINNESOTA FOUNDATION DAF sponsor$30,7501 12024–2024 SAE MINNESOTA ALPHA EDUCATION AND SCHOLARSHIP FUND
UNITED WAY MIAMI INC DAF sponsor$28,8103 12021–2023 PUERTO RICAN BAR ASSOCIATION SCHOLARSHIP FUND INC
BIDDEFORD AND MECHANICS SAVINGS CHARITABLE FOUNDATION Private foundation$27,5005 12021–2025 MAINELY CHARACTER
PAYPAL CHARITABLE GIVING FUND DAF sponsor$25,4902 12022–2023 BIRMINGHAM STUDENT LOAN AND SCHOLARSHIP FUND ASSOCIATION
UNITED WAY OF BENTON & FRANKLIN COUNTIES DAF sponsor$20,0002 12023–2024 WPMA SCHOLARSHIP FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $42,016 spent · pay $7,737 · grants $32,928 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,928 78.4%
Pay: officers, directors, trustees $7,737 18.4%
Fees: accounting $1,250 3.0%
Taxes $101 0.2%
Total$42,016100%

View the filing

2024 · Form 990PF · $47,423 spent · pay $7,204 · grants $34,986 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,986 73.8%
Pay: officers, directors, trustees $7,204 15.2%
Fees: legal $2,956 6.2%
Fees: accounting $1,250 2.6%
Fees: other professional $970 2.0%
Taxes $57 0.1%
Total$47,423100%

View the filing

2023 · Form 990PF · $42,176 spent · pay $8,201 · grants $30,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,000 71.1%
Pay: officers, directors, trustees $8,201 19.4%
Fees: other professional $1,793 4.3%
Fees: accounting $1,250 3.0%
Taxes $550 1.3%
Other expenses $382 0.9%
Total$42,176100%

View the filing

2022 · Form 990PF · $48,129 spent · pay $8,593 · grants $32,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,000 66.5%
Pay: officers, directors, trustees $8,593 17.9%
Taxes $4,017 8.3%
Fees: other professional $1,881 3.9%
Fees: accounting $1,250 2.6%
Other expenses $388 0.8%
Total$48,129100%

View the filing

2021 · Form 990PF · $51,972 spent · pay $9,771 · grants $37,200 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,200 71.6%
Pay: officers, directors, trustees $9,771 18.8%
Fees: other professional $2,148 4.1%
Fees: accounting $1,250 2.4%
Taxes $1,205 2.3%
Other expenses $398 0.8%
Total$51,972100%

View the filing

2020 · Form 990PF · $42,457 spent · pay $8,104 · grants $30,400 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $30,400 71.6%
Pay: officers, directors, trustees $8,104 19.1%
Fees: other professional $1,781 4.2%
Fees: accounting $1,250 2.9%
Taxes $668 1.6%
Other expenses $254 0.6%
Total$42,457100%

View the filing