STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

TAMWORTH FOUNDATION

Cite this

Plain text TAMWORTH FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2010–2024. https://strategystudio.org/org/026004752. Retrieved 2026-10-18.

APA Strategy Studio. (n.d.). TAMWORTH FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/026004752

MLA “TAMWORTH FOUNDATION.” Strategy Studio, tax years 2010–2024, https://strategystudio.org/org/026004752. Accessed 18 Oct. 2026.

Retrieved 2026-10-18; covers tax years 2010–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990 · revenue $848K · expenses $338K · assets $8.2M

EIN
02-6004752
Address
PO BOX 128, TAMWORTH, NH 03886-0128
Website
TAMWORTHFOUNDATION.ORG
NTEE code
T90
Subsection
501(c)(3)
Ruling year
2005
Cross-check
ProPublica Nonprofit Explorer

Mission

THE ORGANIZATION'S PURPOSE IS TO PRESERVE AND IMPROVE THE PHYSICAL PROPERTIES OF THE SPIRITUAL, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL-BEING OF THE INHABITANTS OF THE TOWN OF TAMWORTH THROUGH THE ACQUISTION, MANAGEMENT, AND DISPOSITION OF PROPERTIES TO THAT END.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

No one listed on these returns was paid.

Unpaid officers and directors · 9 people
NameLatest titleYearsOrganizations
Gail G Marrone PRESIDENT2010-2024 1
Paul W Chant VICE-PRESIDENT2011-2024 1
David M Little TREASURER2010-2024 1
Annie Provenzano TRUSTEE2022-2024 1
Nina S Perry CORRESPONDING SECRETARY2013-2024 1
George M Cleveland SECRETARY2010-2024 1
Keats Myer (former) TREASURER2010-2021 1
Katherine J Dyrenforth (former) DIRECTOR2010-2011 1
William Wk Rich (former) PRESIDENT2010 1

People by year

2024 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT2 $0$0$0 $01
DAVID M LITTLE TREASURER2 $0$0$0 $01
ANNIE PROVENZANO TRUSTEE2 $0$0$0 $01
NINA S PERRY CORRESPONDING SECRETARY2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY2 $0$0$0 $01
2023 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT2 $0$0$0 $01
DAVID M LITTLE TREASURER2 $0$0$0 $01
ANNIE PROVENZANO TRUSTEE2 $0$0$0 $01
NINA S PERRY CORRESPONDING SECRETARY2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY2 $0$0$0 $01
2022 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT2 $0$0$0 $01
DAVID M LITTLE TREASURER2 $0$0$0 $01
ANNIE PROVENZANO TRUSTEE2 $0$0$0 $01
NINA S PERRY CORRESPONDING SECRETARY2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY2 $0$0$0 $01
2021 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT2 $0$0$0 $01
DAVID M LITTLE DIRECTOR2 $0$0$0 $01
KEATS MYER TREASURER2 $0$0$0 $01
NINA S PERRY CORRESPONDING SECRETARY2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY2 $0$0$0 $01
2020 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT2 $0$0$0 $01
DAVID M LITTLE DIRECTOR2 $0$0$0 $01
KEATS MYER TREASURER2 $0$0$0 $01
NINA S PERRY CORRESPONDING SECRETARY2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY2 $0$0$0 $01
2019 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT1 $0$0$0 $01
DAVID M LITTLE DIRECTOR2 $0$0$0 $01
KEATS MYER TREASURER2 $0$0$0 $01
NINA S PERRY CORRESPONDING SECRETARY2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY1 $0$0$0 $01
2018 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT1 $0$0$0 $01
DAVID M LITTLE DIRECTOR1 $0$0$0 $01
KEATS MYER TREASURER2 $0$0$0 $01
NINA S PERRY DIRECTOR1 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY1 $0$0$0 $01
2017 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT1 $0$0$0 $01
DAVID M LITTLE DIRECTOR1 $0$0$0 $01
KEATS MYER TREASURER2 $0$0$0 $01
NINA S PERRY DIRECTOR1 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY1 $0$0$0 $01
2016 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT2 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT1 $0$0$0 $01
DAVID M LITTLE DIRECTOR1 $0$0$0 $01
KEATS MYER TREASURER2 $0$0$0 $01
NINA S PERRY DIRECTOR1 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY1 $0$0$0 $01
2015 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT4 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT3 $0$0$0 $01
DAVID M LITTLE DIRECTOR4 $0$0$0 $01
KEATS MYER TREASURER4 $0$0$0 $01
NINA S PERRY DIRECTOR2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY3 $0$0$0 $01
2014 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE PRESIDENT4 $0$0$0 $01
PAUL W CHANT VICE-PRESIDENT3 $0$0$0 $01
DAVID M LITTLE DIRECTOR4 $0$0$0 $01
KEATS MYER TREASURER4 $0$0$0 $01
NINA S PERRY DIRECTOR2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY3 $0$0$0 $01
2013 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
GAIL G MARRONE CHAIR4 $0$0$0 $01
PAUL W CHANT VICE-CHAIR3 $0$0$0 $01
DAVID M LITTLE DIRECTOR4 $0$0$0 $01
KEATS MYER TREASURER4 $0$0$0 $01
NINA S PERRY DIRECTOR2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY3 $0$0$0 $01
2011 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KEATS MYER PRESIDENT4 $0$0$0 $01
PAUL W CHANT DIRECTOR2 $0$0$0 $01
DAVID M LITTLE TREASURER5 $0$0$0 $01
KATHERINE J DYRENFORTH DIRECTOR2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY3 $0$0$0 $01
GAIL G MARRONE DIRECTOR2 $0$0$0 $01
2010 · 6 people listed · none paid · 0 employees · 6 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM WK RICH PRESIDENT5 $0$0$0 $01
KEATS MYER DIRECTOR2 $0$0$0 $01
DAVID M LITTLE TREASURER5 $0$0$0 $01
KATHERINE J DYRENFORTH DIRECTOR2 $0$0$0 $01
GEORGE M CLEVELAND SECRETARY3 $0$0$0 $01
GAIL G MARRONE DIRECTOR2 $0$0$0 $01

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.

2024 · 18 grants to organizations · $284K
2023 · 17 grants to organizations · $286K
2022 · 19 grants to organizations · $394K
2021 · 10 grants to organizations · $290K

Listed grants add up to $289,558; the return's “grants paid” expense line says $327,084. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 14 grants to organizations · $240K
2019 · 14 grants to organizations · $212K
2018 · 18 grants to organizations · $232K
2017 · 13 grants to organizations · $178K
2016 · 12 grants to organizations · $217K
2015 · 16 grants to organizations · $190K
2014 · 18 grants to organizations · $190K
2013 · 21 grants to organizations · $171K
2011 · 13 grants to organizations · $153K · 1 returned · -$5K
2010 · 11 grants to organizations · $192K

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

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

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
2024 · Form 990 period ending 2025-04-30 · view filing · original 990 ↗
$848,195$338,031 $8,166,528$8,166,528 $140,301$0 $006
2023 · Form 990 period ending 2024-04-30 · view filing · original 990 ↗
$425,417$341,106 $7,521,005$7,521,005 $31,932$0 $006
2022 · Form 990 period ending 2023-04-30 · view filing · original 990 ↗
$445,706$496,367 $7,043,592$7,043,592 $48,906$0 $006
2021 · Form 990 period ending 2022-04-30 · view filing · original 990 ↗
$923,034$398,856 $7,368,763$7,368,763 $611,200$0 $006
2020 · Form 990 period ending 2021-04-30 · view filing · original 990 ↗
$720,208$289,023 $7,476,377$7,476,377 $117,085$0 $006
2019 · Form 990 period ending 2020-04-30 · view filing · original 990 ↗
$377,570$255,894 $5,947,370$5,947,370 $15,115$0 $006
2018 · Form 990 period ending 2019-04-30 · view filing · original 990 ↗
$402,489$278,026 $6,131,396$6,131,396 $46,070$0 $006
2017 · Form 990 period ending 2018-04-30 · view filing · original 990 ↗
$393,545$220,393 $5,687,430$5,687,430 $15,695$0 $006
2016 · Form 990 period ending 2017-04-30 · view filing · original 990 ↗
$402,866$260,281 $5,119,125$5,119,125 $99,616$0 $006
2015 · Form 990 period ending 2016-04-30 · view filing · original 990 ↗
$326,341$227,409 $4,781,072$4,781,072 $40,715$0 $006
2014 · Form 990 period ending 2015-04-30 · view filing · original 990 ↗
$464,877$228,528 $4,937,738$4,937,738 $155,889$0 $006
2013 · Form 990 period ending 2014-04-30 · view filing · original 990 ↗
$436,921$208,477 $4,588,571$4,588,571 $47,096$0 $006
2011 · Form 990 period ending 2012-04-30 · view filing · original 990 ↗
$305,566$179,211 $3,825,183$3,825,183 $41,278$0 $006
2010 · Form 990 period ending 2011-04-30 · view filing · original 990 ↗
$254,068$224,229 $3,808,801$3,808,801 $17,920$0 $006

Funders of this organization

4 grantors reported grants to this organization, $96,588 in all, tax years 2018 to 2025. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018-2024 7$90,650 2024$10,900
show
NEW HAMPSHIRE CHARITABLE FOUNDATION DAF sponsor Exact 2022 1$5,500 2022$5,500
show
AMAZONSMILE FOUNDATION Private foundation Fuzzy filed as “TAMWORTH FOUNDATION” 2020-2023 4$338 2023$90
show
PAUGUS CHARITABLE TRUST Private foundation Fuzzy filed as “TAMWORTH FOUNDATION” 2025 1$100 2025$100
show

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
ROBERT AND JOYCE OBERKOTTER FAMILY FOUNDATIONNHT90 $1,165,697$875,548 PRESIDENT$0 Same NTEE code T90, revenue within 2x, same state
USEA FOUNDATIONVAT90 $452,473$475,028 CHIEF EXECUTIVE OFFICER$177,437 Same NTEE code T90, revenue within 2x, similar name
JCC FOUNDATION INCNJT90 $452,980$75,631 CEO (THROUGH 1/25)$456,260 Same NTEE code T90, revenue within 2x
SUDC FOUNDATIONNJT90 $847,127$1,116,340 CHIEF EXECUTIVE OFFICER$149,822 Same NTEE code T90, revenue within 2x, similar name
THE HALAJ FOUNDATIONCAT90 $706,731$403,217 President/Treas$0 Same NTEE code T90, revenue within 2x, similar name
BREMAN FOUNDATION INCGAT90 $1,283,305$570,400 TREASURER$58,812 Same NTEE code T90, revenue within 2x
DOGTOPIA FOUNDATIONAZT90 $1,072,611$1,110,070 CEO & BOARD CHAIR$0 Same NTEE code T90, revenue within 2x
TEAM FOUNDATIONMNT90 $549,727$487,638 EXEC BOARD C$0 Same NTEE code T90, revenue within 2x, similar name
DISC VILLAGE FOUNDATION INCFLT90 $1,664,663$1,799,972 EXECUTIVE OFFICER AS OF 3/1/2025$785,131 Same NTEE code T90, revenue within 2x
THE STEVE SMITH FAMILY FOUNDATIONNCT90 $486,998$597,728 Executive Dir.$117,900 Same NTEE code T90, revenue within 2x
HUGO DIXON FOUNDATIONTNT90 $812,956$1,102,397 TRUSTEE$22,588 Same NTEE code T90, revenue within 2x
GOREN FAMILY FOUNDATIONCAT90 $1,074,334$3,487,020 ASSISTANT TREASURER$369,842 Same NTEE code T90, revenue within 2x
WYETH FOUNDATIONPAT90 $1,541,358$513,768 TRUSTEE$12,000 Same NTEE code T90, revenue within 2x, similar name
MIGHTY ACORN FOUNDATION INCINT90 $453,917$438,431 PRESIDENT$43,700 Same NTEE code T90, revenue within 2x
LUBIN-GREEN FOUNDATIONMOT90 $828,650$728,894 DIRECTOR$195,707 Same NTEE code T90, revenue within 2x
TAVIA AND FREDA GORDON FOUNDATION INCVAT90 $429,200$326,422 SECRETARY (SINCE 7/15/20)$212,185 Same NTEE code T90, revenue within 2x
EVELYN LILLY LUTZ FOUNDATIONMAT90 $842,146$1,045,311 TRUSTEE$0 Same NTEE code T90, revenue within 2x
EDDIE AIKAU FOUNDATION INCHIT90 $477,586$288,177 PRESIDENT$0 Same NTEE code T90, revenue within 2x
DONALD AND MARTHA KAPLAN FREEDMAN FOUNDATIONTXT90 $1,272,401$1,600,201 Trustee$196,410 Same NTEE code T90, revenue within 2x
LOUIX DOR DEMPRIEY FOUNDATIONCAT90 $493,574$492,620 PRESIDENT/CEO$140,947 Same NTEE code T90, revenue within 2x
THE WLT FOUNDATIONSCT90 $907,072$814,694 TRUSTEE$0 Same NTEE code T90, revenue within 2x, similar name
MARY CHILTON DAR FOUNDATIONSDT90 $926,648$249,367 Treasurer$0 Same NTEE code T90, revenue within 2x
EMMA FREEMAN FOUNDATION UWO H M FREEMANTXT90 $1,316,181$1,254,694 TRUSTEE$230,227 Same NTEE code T90, revenue within 2x
ESTES PALMER FOUNDATIONMIT90 $741,360$410,024 PRESIDENT$2,000 Same NTEE code T90, revenue within 2x
MARS FOUNDATIONNYT90 $1,139,008$796,616 President$0 Same NTEE code T90, revenue within 2x, similar name

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
ESSEX COUNTY COMMUNITY FDN INC DAF sponsor$2,627,1378 12015–2022 EVELYN LILLY LUTZ FOUNDATION
BROUSSARD CHARITABLE FOUNDATION TR Private foundation$610,0004 12022–2025 USEA FOUNDATION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$403,26412 52019–2024 MIGHTY ACORN FOUNDATION INC; SUDC FOUNDATION; THE STEVE SMITH FAMILY FOUNDATION; MYLES & RUTH MUNROE FOUNDATION and 1 more
ELLIOTT FAMILY FOUNDATION Private foundation$373,25011 12015–2025 USEA FOUNDATION
DAVID AND NICOLE TEPPER CHARITABLE FOUNDATION INC Private foundation$250,0002 12023–2024 THE STEVE SMITH FAMILY FOUNDATION
PAYPAL CHARITABLE GIVING FUND DAF sponsor$223,50112 42018–2024 SUDC FOUNDATION; H C S C FOUNDATION; LOUIX DOR DEMPRIEY FOUNDATION; DOCTOR THEODORE A ATLAS FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$195,61911 32019–2024 THE STEVE SMITH FAMILY FOUNDATION; SUDC FOUNDATION; DOGTOPIA FOUNDATION
THE ANNENBERG FOUNDATION Private foundation$125,0004 12010–2023 EDDIE AIKAU FOUNDATION INC
THE GAMBRELL FOUNDATION Private foundation$100,0002 12020–2021 THE STEVE SMITH FAMILY FOUNDATION
THE MERANCAS FOUNDATION INC Private foundation$86,0002 12020–2021 THE STEVE SMITH FAMILY FOUNDATION
SERVANT FOUNDATION DAF sponsor$75,0001 12021–2021 THE STEVE SMITH FAMILY FOUNDATION
LOBECK-TAYLOR FOUNDATION Private foundation$65,0004 12017–2022 USEA FOUNDATION
THE LUFKIN FAMILY FOUNDATION Private foundation$57,5003 12016–2022 USEA FOUNDATION
FOUNDATION FOR THE CAROLINAS DAF sponsor$50,0001 12022–2022 THE STEVE SMITH FAMILY FOUNDATION
TD CHARITABLE FOUNDATION Private foundation$40,0002 12020–2021 THE STEVE SMITH FAMILY FOUNDATION

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.

2024 · Form 990 · $338,031 spent · pay $0 · grants $284,036 · events $120
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $284,036$284,036-- 84.0%
Fees: investment management $49,675-$49,675- 14.7%
Fees: accounting $2,055-$2,055- 0.6%
Other (as described)PRINTING AND SUPPLIES $950$317$316$317 0.3%
Other (as described)POSTAGE $938$313$312$313 0.3%
Other (as described)WEBSITE $240$240-- 0.1%
Conferences, conventions and meetings $120-$120- 0.0%
Other (as described)DUES AND FEES $17-$17- 0.0%
Total$338,031100%

View the filing

2023 · Form 990 · $341,106 spent · pay $0 · grants $286,370 · events $175
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $286,370$286,370-- 84.0%
Fees: investment management $42,638-$42,638- 12.5%
Other (as described)TOWN RECORDS ARCHIVING $4,078$4,078-- 1.2%
Other (as described)WEBSITE $2,944$2,944-- 0.9%
Fees: accounting $2,870-$2,870- 0.8%
Other (as described)PRINTING AND SUPPLIES $1,005$335$335$335 0.3%
Other (as described)POSTAGE $939$313$313$313 0.3%
Conferences, conventions and meetings $175-$175- 0.1%
Office expenses $75-$75- 0.0%
All other expenses $12-$12- 0.0%
Total$341,106100%

View the filing

2022 · Form 990 · $496,367 spent · pay $0 · grants $394,059 · events $125
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $394,059$394,059-- 79.4%
Other (as described)TOWN RECORDS ARCHIVING $50,124$50,124-- 10.1%
Fees: investment management $42,398-$42,398- 8.5%
Fees: accounting $4,600$1,840$2,760- 0.9%
Other (as described)PRINTING AND SUPPLIES $4,144$1,381$1,381$1,382 0.8%
Other (as described)POSTAGE $820$273$273$274 0.2%
Conferences, conventions and meetings $125-$125- 0.0%
Other (as described)DUES AND FEES $97$22$75- 0.0%
Total$496,367100%

View the filing

2021 · Form 990 · $398,856 spent · pay $0 · grants $327,084 · events $528
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $327,084$327,084-- 82.0%
Fees: investment management $46,569-$46,569- 11.7%
Other (as described)TOWN RECORD ARCHIVING P $19,700$19,700-- 4.9%
Fees: accounting $3,245$1,300$1,945- 0.8%
Other (as described)PRINTING AND SUPPLIES $1,538$500$519$519 0.4%
Conferences, conventions and meetings $528-$528- 0.1%
Other (as described)DUES AND FEES $100-$100- 0.0%
Other (as described)POSTAGE $92$30$31$31 0.0%
Total$398,856100%

View the filing

2020 · Form 990 · $289,023 spent · pay $0 · grants $240,412 · events $682
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $240,412$240,412-- 83.2%
Fees: investment management $42,158-$42,158- 14.6%
Fees: accounting $3,787$1,500$2,287- 1.3%
Other (as described)PRINTING AND SUPPLIES $1,177$392$392$393 0.4%
Other (as described)POSTAGE $732$244$244$244 0.3%
Conferences, conventions and meetings $682-$682- 0.2%
Other (as described)DUES AND FEES $75-$75- 0.0%
Total$289,023100%

View the filing

2019 · Form 990 · $255,894 spent · pay $0 · grants $211,928 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $211,928$211,928-- 82.8%
Fees: investment management $38,449-$38,449- 15.0%
Fees: accounting $3,047$1,200$1,847- 1.2%
Other (as described)PRINTING AND SUPPLIES $997$332$332$333 0.4%
Other (as described)MEETINGS AND BOARD EXPE $850-$850- 0.3%
Other (as described)TOWN RECORDS PRESERVATI $320$320-- 0.1%
Other (as described)POSTAGE $168$56$56$56 0.1%
All other expenses $75-$75- 0.0%
Information technology $60$60-- 0.0%
Total$255,894100%

View the filing

2018 · Form 990 · $278,026 spent · pay $0 · grants $232,096 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $232,096$232,096-- 83.5%
Fees: investment management $36,581-$36,581- 13.2%
Fees: accounting $3,843$1,200$2,643- 1.4%
Other (as described)TOWN RECORDS PRESERVATI $2,601$2,601-- 0.9%
Other (as described)PRINTING AND SUPPLIES $2,263$300$300$1,663 0.8%
Advertising and promotion $275-$275- 0.1%
Other (as described)MEETINGS AND BOARD EXPE $150-$150- 0.1%
Other (as described)POSTAGE $142$47$48$47 0.1%
All other expenses $75-$75- 0.0%
Total$278,026100%

View the filing

2017 · Form 990 · $220,393 spent · pay $0 · grants $177,884 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $177,884$177,884-- 80.7%
Fees: investment management $35,141-$35,141- 15.9%
Other (as described)PRINTING AND SUPPLIES $3,691$300$300$3,091 1.7%
Fees: accounting $3,055$1,200$1,855- 1.4%
Other (as described)INTERNET AND WEBSITE $240$240-- 0.1%
Other (as described)MEETINGS AND BOARD EXPE $165-$165- 0.1%
Other (as described)POSTAGE $142$47$48$47 0.1%
All other expenses $75-$75- 0.0%
Total$220,393100%

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2016 · Form 990 · $260,281 spent · pay $0 · grants $216,978 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $216,978$216,978-- 83.4%
Fees: investment management $32,414-$32,414- 12.5%
Fees: other services $4,000--$4,000 1.5%
Fees: accounting $3,330-$3,330- 1.3%
Other (as described)PRINTING AND SUPPLIES $2,350$1,465$161$724 0.9%
Other (as described)MEETINGS AND BOARD EXPE $780-$780- 0.3%
Other (as described)INTERNET AND WEBSITE $260$260-- 0.1%
Other (as described)POSTAGE $94$31$31$32 0.0%
All other expenses $75-$75- 0.0%
Total$260,281100%

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2015 · Form 990 · $227,409 spent · pay $0 · grants $189,627 · events $865
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $189,627$189,627-- 83.4%
Fees: investment management $31,858-$31,858- 14.0%
Fees: accounting $2,982-$2,982- 1.3%
Advertising and promotion $950-$950- 0.4%
Conferences, conventions and meetings $865-$865- 0.4%
Other (as described)POSTAGE $546$100$100$346 0.2%
Other (as described)INTERNET AND WEBSITE $260$260-- 0.1%
Office expenses $246-$246- 0.1%
Other (as described)DUES AND FEES $75-$75- 0.0%
Total$227,409100%

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2014 · Form 990 · $228,528 spent · pay $0 · grants $189,989 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $189,989$189,989-- 83.1%
Fees: investment management $31,141-$31,141- 13.6%
Fees: accounting $4,349-$4,349- 1.9%
Other (as described)INTERNET AND WEBSITE $1,480$1,480-- 0.6%
Other (as described)PRINTING AND SUPPLIES $1,282--$1,282 0.6%
Fees: legal $227-$227- 0.1%
Other (as described)POSTAGE $60-$60- 0.0%
Total$228,528100%

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2013 · Form 990 · $208,477 spent · pay $0 · grants $170,726 · events $5,987
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $170,726$170,726-- 81.9%
Fees: investment management $29,398-$29,398- 14.1%
Other (as described) Event75TH ANNIVERSARY EVENT $5,522--$5,522 2.6%
Fees: accounting $1,515-$1,515- 0.7%
Other (as described) EventFUNDRAISING EVENT $444--$444 0.2%
Other (as described)POSTAGE $336$75$50$211 0.2%
Other (as described)INTERNET AND WEBSITE $331-$331- 0.2%
All other expenses $184--$184 0.1%
Conferences, conventions and meetings $21-$21- 0.0%
Total$208,477100%

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2011 · Form 990 · $179,211 spent · pay $0 · grants $148,232 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $148,232$148,232-- 82.7%
Fees: investment management $24,819-$24,819- 13.8%
Other (as described)INTERNET AND WEBSITE $3,136$1,568-$1,568 1.7%
Fees: accounting $1,399-$1,399- 0.8%
Other (as described)POSTAGE $623$100$56$467 0.3%
Other (as described)PRINTING $502--$502 0.3%
Fees: legal $200-$200- 0.1%
Advertising and promotion $150$150-- 0.1%
Other (as described)ANNUAL MEETING $75-$75- 0.0%
All other expenses $75-$75- 0.0%
Total$179,211100%

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2010 · Form 990 · $224,229 spent · pay $0 · grants $192,375 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $192,375$192,375-- 85.8%
Fees: investment management $24,605-$24,605- 11.0%
Fees: accounting $2,140-$2,140- 1.0%
Other (as described)PRINTING $1,861$930-$931 0.8%
Other (as described)INTERNET $1,401$701-$700 0.6%
Other (as described)POSTAGE $548$100$56$392 0.2%
Other (as described)ANNUAL MEETING $522-$522- 0.2%
Advertising and promotion $475--$475 0.2%
Fees: legal $227-$227- 0.1%
Other (as described)STATE FEES $75-$75- 0.0%
Total$224,229100%

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