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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Portland Trust Co Llc Institution | TRUSTEE | 2024-2025 | $7,737 | $7,737 | 4 |
| Bank Of America Institution (former) | TRUSTEE | 2020-2024 | $7,204 | $41,873 | 4368 |
People by year
2025 · 1 person listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PORTLAND TRUST CO LLC Institution | TRUSTEE | 2 | $7,737 | - | $0 | $7,737 | 4 |
2024 · 2 people listed · 1 paid, $7K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA NA Institution | TRUSTEE | 2 | $7,204 | - | $0 | $7,204 | 4368 |
| PORTLAND TRUST CO LLC Institution | TRUSTEE | 2 | $0 | - | $0 | $0 | 4 |
2023 · 1 person listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | TRUSTEE | 1 | $8,201 | - | - | $8,201 | 4368 |
2022 · 1 person listed · 1 paid, $9K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | TRUSTEE | 1 | $8,593 | - | - | $8,593 | 4368 |
2021 · 1 person listed · 1 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | TRUSTEE | 1 | $9,771 | - | - | $9,771 | 4368 |
2020 · 1 person listed · 1 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA Institution | TRUSTEE | 1 | $8,104 | - | - | $8,104 | 4368 |
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $72,592 | $42,016 | $762,096 | $762,096 | - | - | $7,737 | - | - |
| 2024 · Form 990PF | ||||||||
| $89,114 | $47,423 | $731,520 | $731,520 | - | - | $7,204 | - | - |
| 2023 · Form 990PF | ||||||||
| $19,763 | $42,176 | $689,829 | $689,829 | - | - | $8,201 | - | - |
| 2022 · Form 990PF | ||||||||
| -$10,470 | $48,129 | $710,495 | $710,495 | - | - | $8,593 | - | - |
| 2021 · Form 990PF | ||||||||
| $151,864 | $51,972 | $769,070 | $769,070 | - | - | $9,771 | - | - |
| 2020 · Form 990PF | ||||||||
| $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)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| WINSLOW-JOHNSON SCHOLARSHIP TR | ME | B82 | $74,542 | $41,040 | TRUSTEE | $10,184 | Same NTEE code B82, revenue within 2x, same state |
| FORT FAIRFIELD EDUCATIONAL FUND | ME | B82 | $71,224 | $55,785 | PRES/TREAS. | $0 | Same NTEE code B82, revenue within 2x, same state |
| MAINELY CHARACTER | ME | B82 | $70,027 | $72,479 | President | $0 | Same NTEE code B82, revenue within 2x, same state |
| MARGARET HOLLAND SCHOLARSHIP FUND | NC | B82 | $74,439 | $85,612 | TRUSTEE | $12,477 | Same NTEE code B82, revenue within 2x, similar name |
| BJH SCHOLARSHIP FUND | MD | B82 | $67,603 | $63,030 | DIRECTOR | $0 | Same NTEE code B82, revenue within 2x, similar name |
| MATHER HIGH SCHOOL ALUMNI SCHOLARSHIP FUND | IL | B82 | $71,181 | $46,531 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, similar name |
| SEDSO SCHOLARSHIP FUND | WA | B82 | $74,190 | $45,279 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x, similar name |
| RMCC SCHOLARSHIP FUND | IL | B82 | $67,251 | $34,695 | President | $0 | Same NTEE code B82, revenue within 2x, similar name |
| ROSE MORGAN SCHOLARSHIP FUND | KS | B82 | $75,526 | $39,014 | CO-TRUSTEE | $5,923 | Same NTEE code B82, revenue within 2x, similar name |
| DOROTHY DAVIS SCHOLARSHIP FUND | PA | B82 | $68,333 | $53,463 | TRUSTEE | $11,532 | Same NTEE code B82, revenue within 2x, similar name |
| JEAN MARIE SWANSON FAMILY SCHOLARSHIP FUND | PA | B82 | $69,385 | $61,735 | TRUSTEE | $7,968 | Same NTEE code B82, revenue within 2x, similar name |
| CHRIS MELLO SCHOLARSHIP FUND | CT | B82 | $68,992 | $13,249 | PRESIDENT | $0 | Same NTEE code B82, revenue within 2x |
| ACMPE SCHOLARSHIP FUND INC | CO | B82 | $73,050 | $61,519 | PRESIDENT/CEO | $1,718,095 | Same NTEE code B82, revenue within 2x |
| BTOBA SCHOLARSHIP FUND INC | NY | B82 | $77,294 | $79,324 | President | $0 | Same NTEE code B82, revenue within 2x |
| DREAM BIG SCHOLARSHIP FUND INC | TX | B82 | $76,487 | $60,462 | BOARD MEMBER | $0 | Same NTEE code B82, revenue within 2x |
| EDNA HUGHES DAVIS SCHOLARSHIP FUND | MO | B82 | $68,879 | $74,134 | TRUSTEE | $17,816 | Same NTEE code B82, revenue within 2x |
| PAUL FARMER SCHOLARSHIP FUND | FL | B82 | $77,787 | $19,212 | CHAIR | $0 | Same NTEE code B82, revenue within 2x |
| MARIN BUILDERS ASSOCIATION SCHOLARSHIP FUND | CA | B82 | $76,592 | $70,978 | BOARD MEMBER | $0 | Same NTEE code B82, revenue within 2x |
| JOHN EBERLE SCHOLARSHIP FUND | ND | B82 | $75,230 | $63,786 | Trustee | $12,890 | Same NTEE code B82, revenue within 2x |
| MONTERA ENDOWED SCHOLARSHIP FUND | CO | B82 | $74,935 | $14,774 | President | $0 | Same NTEE code B82, revenue within 2x |
| CARL AND DOROTHY CROW SCHOLARSHIP FUND | WI | B82 | $70,383 | $41,739 | TRUSTEE | $10,045 | Same NTEE code B82, revenue within 2x |
| UA LOCAL 630 SCHOLARSHIP FUND | FL | B82 | $75,501 | $36,000 | President | $0 | Same NTEE code B82, revenue within 2x |
| SOMMELIER SCHOLARSHIP FUND INC | NY | B82 | $77,760 | $88,480 | CHAIRMAN | $0 | Same NTEE code B82, revenue within 2x |
| FRANK LEON WOODARD SCHOLARSHIP FUND | FL | B82 | $75,843 | $55,046 | TRUSTEE | $11,259 | Same NTEE code B82, revenue within 2x |
| MIM SCHOLARSHIP FOUNDATION | MI | B82 | $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).
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
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $42,016 | 100% |
2024 · Form 990PF · $47,423 spent · pay $7,204 · grants $34,986 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $47,423 | 100% |
2023 · Form 990PF · $42,176 spent · pay $8,201 · grants $30,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $42,176 | 100% |
2022 · Form 990PF · $48,129 spent · pay $8,593 · grants $32,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $48,129 | 100% |
2021 · Form 990PF · $51,972 spent · pay $9,771 · grants $37,200 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $51,972 | 100% |
2020 · Form 990PF · $42,457 spent · pay $8,104 · grants $30,400 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| 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 | $42,457 | 100% |