BELMONT SAVINGS BANK FOUNDATION
Cite this
Plain text BELMONT SAVINGS BANK FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/453029284. Retrieved 2026-10-20.
APA Strategy Studio. (n.d.). BELMONT SAVINGS BANK FOUNDATION [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 20, 2026, from https://strategystudio.org/org/453029284
MLA “BELMONT SAVINGS BANK FOUNDATION.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/453029284. Accessed 20 Oct. 2026.
Retrieved 2026-10-20; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $36K · expenses $49K · assets $927K
- EIN
- 45-3029284
- Address
- PO BOX 407, BELMONT, MA 02478-0008
- Website
- www.belmontsavingsfoundation.com
- NTEE code
- T20
- 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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
4 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 |
|---|---|---|---|---|---|
| Hal R Tovin | Secretary | 2020-2025 | $2,000 | $11,500 | 1 |
| Robert J Morrissey | Chairman | 2020-2025 | $1,000 | $10,500 | 1 |
| M Patricia Brusch | Treasurer | 2020-2025 | $1,000 | $10,500 | 1 |
| S Warren Farrell | Director | 2020-2025 | $1,000 | $10,500 | 1 |
People by year
2025 · 4 people listed · 4 paid, $5K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Hal R Tovin | Secretary | 0 | $2,000 | - | $0 | $2,000 | 1 |
| Robert J Morrissey | Chairman | 0 | $1,000 | - | $0 | $1,000 | 1 |
| M Patricia Brusch | Treasurer | 0 | $1,000 | - | $0 | $1,000 | 1 |
| S Warren Farrell | Director | 0 | $1,000 | - | $0 | $1,000 | 1 |
2024 · 4 people listed · 4 paid, $2K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert J Morrissey | Chairman | 0 | $500 | - | $0 | $500 | 1 |
| M Patricia Brusch | Treasurer | 0 | $500 | - | $0 | $500 | 1 |
| Hal R Tovin | Secretary | 0 | $500 | - | $0 | $500 | 1 |
| S Warren Farrell | Director | 0 | $500 | - | $0 | $500 | 1 |
2023 · 4 people listed · 4 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert J Morrissey | Chairman | 0 | $2,500 | - | $0 | $2,500 | 1 |
| M Patricia Brusch | Treasurer | 0 | $2,500 | - | $0 | $2,500 | 1 |
| Hal R Tovin | Secretary | 0 | $2,500 | - | $0 | $2,500 | 1 |
| S Warren Farrell | Director | 0 | $2,500 | - | $0 | $2,500 | 1 |
2022 · 4 people listed · 4 paid, $10K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert J Morrissey | Chairman | 0 | $2,500 | - | $0 | $2,500 | 1 |
| M Patricia Brusch | Treasurer | 0 | $2,500 | - | $0 | $2,500 | 1 |
| Hal R Tovin | Secretary | 0 | $2,500 | - | $0 | $2,500 | 1 |
| S Warren Farrell | Director | 0 | $2,500 | - | $0 | $2,500 | 1 |
2021 · 4 people listed · 4 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert J Morrissey | Chairman | 0 | $2,000 | - | $0 | $2,000 | 1 |
| M Patricia Brusch | Treasurer | 0 | $2,000 | - | $0 | $2,000 | 1 |
| Hal R Tovin | Secretary | 0 | $2,000 | - | $0 | $2,000 | 1 |
| S Warren Farrell | Director | 0 | $2,000 | - | $0 | $2,000 | 1 |
2020 · 4 people listed · 4 paid, $8K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Robert J Morrissey | Chairman | 0 | $2,000 | - | $0 | $2,000 | 1 |
| M Patricia Brusch | Treasurer | 0 | $2,000 | - | $0 | $2,000 | 1 |
| Hal R Tovin | Secretary | 0 | $2,000 | - | $0 | $2,000 | 1 |
| S Warren Farrell | Director | 0 | $2,000 | - | $0 | $2,000 | 1 |
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 · 1 grant to organizations · $10K
2024 · 2 grants to organizations · $2.9M
2023 · 4 grants to organizations · $191K
2022 · 7 grants to organizations · $142K
2021 · 5 grants to organizations · $42K
2020 · 4 grants to organizations · $132K
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 | ||||||||
| $35,906 | $48,902 | $927,105 | $927,105 | - | - | $5,000 | - | - |
| 2024 · Form 990PF | ||||||||
| $166,837 | $2,970,246 | $940,101 | $940,101 | - | - | $2,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $5,445,171 | $296,853 | $3,744,608 | $3,744,608 | - | - | $10,000 | - | - |
| 2022 · Form 990PF | ||||||||
| $218,639 | $271,980 | $6,430,748 | $4,749,248 | - | - | $10,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $261,710 | $134,502 | $6,737,081 | $5,055,581 | - | - | $8,000 | - | - |
| 2020 · Form 990PF | ||||||||
| $258,105 | $229,029 | $4,850,842 | $3,169,342 | - | - | $8,000 | - | - |
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 |
|---|---|---|---|---|---|---|---|
| TORTUGA OHANA FOUNDATION | MA | T20 | $34,838 | $61,429 | DIRECTOR/PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| WOLFSON FAMILY FOUNDATION INC | MA | T20 | $36,975 | $44,876 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| GREGORY FAMILY FOUNDATION INC | MA | T20 | $33,347 | $59,035 | PRES/TREAS | $0 | Same NTEE code T20, revenue within 2x, same state |
| US PRESIDENTIAL SCHOLARS FOUNDATION | MA | T20 | $37,422 | $32,932 | Treasurer | $10,500 | Same NTEE code T20, revenue within 2x, same state |
| MASTWOOD CHARITABLE FOUNDATION | MA | T20 | $34,862 | $21,374 | TRUSTEE | $2,764 | Same NTEE code T20, revenue within 2x, same state |
| G CHRISTOPHER ABBOTT FAMILY FOUNDATION | MA | T20 | $37,947 | $29,647 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| JOSEPH CADIFF CHARITABLE FOUNDATION 07031991 | MA | T20 | $37,805 | $43,481 | TRUSTEE | $3,208 | Same NTEE code T20, revenue within 2x, same state |
| MEEKER CHILDRENS CHARITABLE TR FBO BAPS | MA | T20 | $37,202 | $47,981 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| KENNETH S DONNELL TRUST | MA | T20 | $37,684 | $23,124 | TREASURER | $0 | Same NTEE code T20, revenue within 2x, same state |
| DOLI ATAMIAN CAMPERSHIP PROGRAM INC | MA | T20 | $35,215 | $26,973 | President | $0 | Same NTEE code T20, revenue within 2x, same state |
| DREAM REACH INC | MA | T20 | $35,000 | $37,614 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| THE VICTORY BANK FOUNDATION | PA | T20 | $38,638 | $28,086 | CHAIRMAN/PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| BETTIS FOUNDATION | TX | T20 | $33,855 | $63,796 | Director | $0 | Same NTEE code T20, revenue within 2x |
| B Z FOUNDATION | NJ | T20 | $34,025 | $37,500 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| BARTASH FOUNDATION | NY | T20 | $36,156 | $40,155 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| SANDBOX FOUNDATION | MI | T20 | $34,056 | $31,794 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| I BELIEVE FOUNDATION INC | FL | T20 | $36,101 | $26,131 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| BRIND FOUNDATION | PA | T20 | $35,428 | $152,438 | MANAGING TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| SERIS FOUNDATION | NY | T20 | $37,889 | $88,403 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| BRANT FOUNDATION INC | VA | T20 | $34,014 | $25,482 | Treas/Sec | $250 | Same NTEE code T20, revenue within 2x |
| THE BEVAN FOUNDATION | PA | T20 | $33,500 | $33,827 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| SHEENA FOUNDATION | NJ | T20 | $37,408 | $12,134 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| BORDUI FOUNDATION | WI | T20 | $37,968 | $45,782 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| D & N SAYASET FOUNDATION | NY | T20 | $38,332 | $25,000 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| B E C K FOUNDATION | IA | T20 | $35,686 | $26,694 | PRESIDENT TREASURER | $0 | Same NTEE code T20, 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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| DELAWARE COMMUNITY FOUNDATION | DAF sponsor | $21,133 | 2 | 1 | 2009–2013 | CASTLE FOUNDATION TR |
| ARISON ARTS FOUNDATION | Private foundation | $10,000 | 1 | 1 | 2024–2024 | US PRESIDENTIAL SCHOLARS FOUNDATION |
| THE AYCO CHARITABLE FOUNDATION | DAF sponsor | $10,000 | 1 | 1 | 2024–2024 | US PRESIDENTIAL SCHOLARS FOUNDATION |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $7,500 | 1 | 1 | 2021–2021 | US PRESIDENTIAL SCHOLARS FOUNDATION |
| MOTOROLA SOLUTIONS FOUNDATION | Private foundation | $1,100 | 1 | 1 | 2019–2019 | OLEAN FOUNDATION |
| MIDDLESEX SAVINGS CHARITABLE FOUNDATION INC | Private foundation | $1,000 | 1 | 1 | 2025–2025 | DOLI ATAMIAN CAMPERSHIP PROGRAM INC |
| H U G S INC | Private foundation | $1,000 | 1 | 1 | 2018–2018 | JAEGER FOUNDATION |
| FIRST INTERSTATE BANCSYSTEM FOUNDATION INC | Private foundation | $120 | 1 | 1 | 2022–2022 | ROSEBUD 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.
2025 · Form 990PF · $48,902 spent · pay $5,000 · grants $10,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Fees: other professional | $26,400 | 54.0% | |
| Contributions, gifts, grants paid | $10,000 | 20.4% | |
| Pay: officers, directors, trustees | $5,000 | 10.2% | |
| Other expenses | $3,109 | 6.4% | |
| Fees: accounting | $2,750 | 5.6% | |
| Fees: legal | $942 | 1.9% | |
| Taxes | $701 | 1.4% | |
| Total | $48,902 | 100% |
2024 · Form 990PF · $2,970,246 spent · pay $2,000 · grants $2,860,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,860,000 | 96.3% | |
| Taxes | $72,444 | 2.4% | |
| Fees: other professional | $28,500 | 1.0% | |
| Other expenses | $3,754 | 0.1% | |
| Fees: accounting | $2,650 | 0.1% | |
| Pay: officers, directors, trustees | $2,000 | 0.1% | |
| Fees: legal | $898 | 0.0% | |
| Total | $2,970,246 | 100% |
2023 · Form 990PF · $296,853 spent · pay $10,000 · grants $190,972 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $190,972 | 64.3% | |
| Interest | $56,929 | 19.2% | |
| Fees: other professional | $26,100 | 8.8% | |
| Pay: officers, directors, trustees | $10,000 | 3.4% | |
| Taxes | $6,249 | 2.1% | |
| Other expenses | $3,245 | 1.1% | |
| Fees: accounting | $2,500 | 0.8% | |
| Fees: legal | $858 | 0.3% | |
| Total | $296,853 | 100% |
2022 · Form 990PF · $271,980 spent · pay $10,000 · grants $142,330 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $142,330 | 52.3% | |
| Interest | $82,774 | 30.4% | |
| Fees: other professional | $25,200 | 9.3% | |
| Pay: officers, directors, trustees | $10,000 | 3.7% | |
| Other expenses | $4,079 | 1.5% | |
| Taxes | $4,038 | 1.5% | |
| Fees: accounting | $2,500 | 0.9% | |
| Fees: legal | $1,059 | 0.4% | |
| Total | $271,980 | 100% |
2021 · Form 990PF · $134,502 spent · pay $8,000 · grants $41,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Interest | $75,668 | 56.3% | |
| Contributions, gifts, grants paid | $41,500 | 30.9% | |
| Pay: officers, directors, trustees | $8,000 | 5.9% | |
| Other expenses | $3,880 | 2.9% | |
| Taxes | $3,204 | 2.4% | |
| Fees: accounting | $2,250 | 1.7% | |
| Total | $134,502 | 100% |
2020 · Form 990PF · $229,029 spent · pay $8,000 · grants $131,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $131,500 | 57.4% | |
| Interest | $75,875 | 33.1% | |
| Pay: officers, directors, trustees | $8,000 | 3.5% | |
| Taxes | $7,977 | 3.5% | |
| Other expenses | $3,239 | 1.4% | |
| Fees: accounting | $2,250 | 1.0% | |
| Printing and publications | $188 | 0.1% | |
| Total | $229,029 | 100% |