NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION
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Cite this
Plain text NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/newport-country-club-preservation-foundation-200681887. Retrieved 2026-11-03.
APA furp.org. (n.d.). NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 3, 2026, from https://furp.org/org/newport-country-club-preservation-foundation-200681887
MLA “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION.” furp.org, tax years 2010–2024, https://furp.org/org/newport-country-club-preservation-foundation-200681887. Accessed 3 Nov. 2026.
Retrieved 2026-11-03; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $413K · expenses $192K · assets $5.1M
- Also known as
- FOUNDATION TRUST
- EIN
- 20-0681887
- Address
- 39 BELLEVUE AVENUE, NEWPORT, RI 02840-7470
- NTEE code
- A80
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- October 2004 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PRESERVE, RESTORE AND MAINTAIN THE HISTORICALLY & ARCHITECTURALLY SIGNIFICANT BUILDINGS AND IMPROVEMENTS LOCATED AT 280 HARRISON AVE, NEWPORT, RI
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
None of the 9 people listed on these returns reported compensation from the organization. They are listed below.
Officers and directors, no compensation reported
9 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| James D Haas | PRESIDENT | 2014-2024 | 1 | $0 reported | 1 |
| Mortimer Berkowitz Iii | TREASURER | 2011-2024 | 1 | $0 reported | 4 |
| Barclay Douglas Jr | TRUSTEE | 2010-2024 | 1 | $0 reported | 2 |
| Robert G Manice | TRUSTEE | 2010-2024 | 1 | $0 reported | 2 |
| William P Egan | TRUSTEE | 2014-2024 | 1 | $0 reported | 1 |
| Matthew T Marcello Iii | TRUSTEE | 2010-2024 | 1 | $0 reported | 2 |
| Edith B Casey (former) | SECRETARY | 2010-2020 | 0 | $0 reported | 2 |
| James E Haas (former) | TRUSTEE | 2010-2013 | 0 | $0 reported | 1 |
| George Warren Jr (former) | FORMER VICE-PRESIDENT | 2010-2012 | 0 | $0 reported | 1 |
People by year
2024 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES D HAAS | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| MORTIMER BERKOWITZ III | TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| BARCLAY DOUGLAS JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT G MANICE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM P EGAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW T MARCELLO III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES D HAAS | PRESIDENT | 1 | $0 | $0 | $0 | $0 | 1 |
| MORTIMER BERKOWITZ III | TREASURER | 1 | $0 | $0 | $0 | $0 | 4 |
| BARCLAY DOUGLAS JR | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT G MANICE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM P EGAN | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW T MARCELLO III | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM P EGAN | TRUSTEE | - | $0 | $0 | $0 | $0 | 1 |
| JAMES D HAAS | TREASURER&SE | - | $0 | $0 | $0 | $0 | 1 |
| MATTHEW MARCELLO III | TRUSTEE | - | $0 | $0 | $0 | $0 | 2 |
| MORTIMER BERKOWITZ III | PRESIDENT | - | $0 | $0 | $0 | $0 | 4 |
| BARCLAY DOUGLAS JR | TRUSTEE | - | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | - | $0 | $0 | $0 | $0 | 2 |
2021 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JAMES D HAAS | TREASURER&SE | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2020 · 7 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| JAMES D HAAS | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
2019 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES D HAAS | TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES D HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES D HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES D HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES D HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES D HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM P EGAN | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2013 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TREASURER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES E HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| MORTIMER BERKOWITZ III | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 4 |
| GEORGE WARREN JR | FORMER VICE-PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TREASURER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| JAMES E HAAS | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
2011 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES E HAAS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE WARREN JR | VICE-PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TREASURER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| MORTIMER BERKOWITZ III | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 4 |
2010 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES E HAAS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| GEORGE WARREN JR | VICE-PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| EDITH B CASEY | SECRETARY | 0 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW MARCELLO III | TREASURER | 0 | $0 | $0 | $0 | $0 | 2 |
| ROBERT MANICE | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| BARCLAY DOUGLAS JR | TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
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 · 1 grant to organizations · $127K
2023 · 1 grant to organizations · $162K
2022 · 1 grant to organizations · $60K
2020 · 1 grant to organizations · $98K
2019 · 1 grant to organizations · $97K
2016 · 1 grant to organizations · $16K
2015 · 1 grant to organizations · $55K
2013 · 1 grant to organizations · $13K
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.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $413,343 | $191,644 | $5,108,473 | $5,108,473 | $240,396 | $0 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $154,085 | $214,654 | $4,614,873 | $4,614,873 | $93,950 | $0 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $331,360 | $108,443 | $4,728,656 | $4,728,656 | $160,186 | $0 | - | 0 | - |
| 2021 · Form 990 | ||||||||
| $134,237 | $42,553 | $4,547,409 | $4,547,409 | $25,714 | $0 | - | 0 | - |
| 2020 · Form 990 | ||||||||
| $417,532 | $146,060 | $4,149,061 | $4,149,061 | $284,586 | $0 | - | 0 | - |
| 2019 · Form 990 | ||||||||
| $312,377 | $142,458 | $4,008,747 | $4,008,747 | $105,296 | $0 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $482,106 | $48,050 | $3,588,542 | $3,588,542 | $260,100 | $0 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $240,500 | $49,970 | $3,415,040 | $3,415,040 | $14,000 | $0 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $310,509 | $57,064 | $3,137,745 | $3,137,745 | $20,150 | $0 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $198,365 | $99,063 | $2,986,609 | $2,986,591 | $20,444 | $0 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $317,918 | $39,927 | $3,002,607 | $3,001,616 | $140,932 | $0 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $173,358 | $42,776 | $2,529,445 | $2,529,445 | $46,300 | $0 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $335,389 | $25,690 | $2,143,649 | $2,143,649 | $233,456 | $0 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $193,159 | $22,985 | $1,797,824 | $1,797,824 | $91,312 | $0 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $145,257 | $20,600 | $1,553,203 | $1,553,203 | $46,718 | $0 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- NEWPORT COUNTRY CLUB Newport, RI · 4 people in common (Barclay Douglas Jr, Matthew T Marcello Iii, Mortimer Berkowitz Iii) · related organization (Schedule R)
- PRESERVATION SOCIETY OF NEWPORT COUNTY Newport, RI · 1 person in common (Mortimer Berkowitz Iii)
- NAVAL WAR COLLEGE FOUNDATION INC Newport, RI · 1 person in common (Mortimer Berkowitz Iii)
Funders of this organization
17 grantors reported grants to this organization, $457,895 in all, tax years 2012 to 2024. 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
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | DAF sponsor | Exact | 2024 | 1 | $100,000 | 2024 | $100,000 | show |
| THE BESSEMER GIVING FUND | DAF sponsor | Exact | 2020 | 1 | $100,000 | 2020 | $100,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2018, 2020-2021, 2023-2024 | 5 | $71,000 | 2024 | $17,000 | show |
| FREDERICK HENRY PRINCE TESTAMENTARY TRUST | Private foundation | Fuzzy filed as “Newport Country Club Preservation Foundation” | 2018, 2022-2023 | 3 | $30,000 | 2023 | $10,000 | show |
| GEORGE AND WENDY DAVID FUND | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2022, 2024 | 2 | $27,000 | 2024 | $17,000 | show |
| THE CHICAGO COMMUNITY TRUST | DAF sponsor | Exact | 2023 | 1 | $20,000 | 2023 | $20,000 | show |
| LAURA M & PETER T GRAUER FOUNDATION | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2015-2016 | 2 | $20,000 | 2016 | $10,000 | show |
| AMICA COMPANIES FOUNDATION | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2020-2024 | 8 | $16,500 | 2024 | $3,000 | show |
| G Peabody & Rose Gardner Charitable Tr | Private foundation | Fuzzy filed as “Newport Country Club Preservation Foundation” | 2022 | 1 | $15,895 | 2022 | $15,895 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2022 | 1 | $15,000 | 2022 | $15,000 | show |
| ROBERT M GRACE FOUNDATION INC | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2024 | 1 | $10,000 | 2024 | $10,000 | show |
| JOHN E ROVENSKY CHARITABLE TRUST 750488 JR GRACE UD | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2018-2021 | 4 | $9,000 | 2021 | $5,000 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2024 | 1 | $7,500 | 2024 | $7,500 | show |
| GUY MILLNER FAMILY FOUNDATION | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2022 | 1 | $5,000 | 2022 | $5,000 | show |
| HAGERTY FAMILY FOUNDATION | Private foundation | Fuzzy filed as “Newport Country Club Preservation Foundation” | 2018 | 1 | $5,000 | 2018 | $5,000 | show |
| HARRIS TRUST L I | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2012-2014 | 3 | $3,500 | 2014 | $2,500 | show |
| WALTER AND OLIVIA KIEBACH FOUNDATION | Private foundation | Fuzzy filed as “NEWPORT COUNTRY CLUB PRESERVATION FOUNDATION” | 2020 | 1 | $2,500 | 2020 | $2,500 | show |
Nearby + Similar BETA
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Same category: NTEE code and revenue
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 |
|---|---|---|---|---|---|---|---|
| THE ROSE ISLAND LIGHTHOUSE FOUNDATION INC | RI | A80 | $562,907 | $434,302 | EXECUTIVE DIRECTOR | $58,900 | Same NTEE code A80, revenue within 2x, same state |
| WESTERLY ARMORY RESTORATION | RI | A80 | $340,338 | $125,174 | TREASURER | $26,250 | Same NTEE code A80, revenue within 2x, same state |
| WATCH HILL LIGHTHOUSE KEEPERS ASSOCIATION | RI | A80 | $313,610 | $231,014 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| THE HISTORY OF EDUCATION SOCIETY | RI | A80 | $554,536 | $144,483 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, same state |
| BORDERS FARM PRESERVATION INC | RI | A80 | $385,769 | $225,507 | Director | $0 | Same NTEE code A80, revenue within 2x, same state |
| STEAMSHIP HISTORICAL SOCIETY OF AMERICA INC | RI | A80 | $705,777 | $632,878 | EXECUTIVE DI | $145,750 | Same NTEE code A80, revenue within 2x, same state |
| RHODE ISLAND BLACK HERITAGE SOCIETY | RI | A80 | $644,880 | $669,369 | EXECUTIVE DI | $130,000 | Same NTEE code A80, revenue within 2x, same state |
| HARMONIE PRESERVATION FOUNDATION INC | NY | A80 | $480,555 | $40,929 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| SATURN CLUB HISTORIC PRESERVATION FOUNDATION | NY | A80 | $485,100 | $92,533 | President | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| AUSABLE CLUB PRESERVATION FOUNDATION | NY | A80 | $431,144 | $191,573 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar name |
| WASHINGTON ATHLETIC CLUB FOUNDATION | WA | A80 | $303,968 | $145,617 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| SUTTER CLUB FOUNDATION | CA | A80 | $324,806 | $522,911 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLY | IL | A80 | $784,293 | $204,541 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| OLYMPIA FIELDS COUNTRY CLUB HISTORIC LANDMARK PRESERVATION FOU | IL | A80 | $566,887 | $679,953 | Treasurer | $0 | Same NTEE code A80, revenue within 2x |
| FPC PRESERVATION FOUNDATION INC | UT | A80 | $508,102 | $608,454 | President | $0 | Same NTEE code A80, revenue within 2x, similar name |
| 122 EAST 66TH STREET FOUNDATION INC | NY | A80 | $530,896 | $245,592 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| THE ALIBI PRESERVATION FOUNDATION | CO | A80 | $431,535 | $309,612 | PRESIDENT/DIRECTOR | $0 | Same NTEE code A80, revenue within 2x, similar name |
| RAINIER CLUB HISTORIC FOUNDATION | WA | A80 | $509,048 | $392,841 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x |
| PRESERVATION SOCIETY OF FALL RIVER INC | MA | A80 | $377,873 | $277,185 | PRESIDENT | $0 | Same NTEE code A80, revenue within 2x, similar mission |
| EL CAMPANIL THEATRE PRESERVATION FOUNDATION | CA | A80 | $391,222 | $560,317 | Executive Dir. | $68,846 | Same NTEE code A80, revenue within 2x |
| LOGAN COUNTY LANDMARK PRESERVATION INC | OH | A80 | $823,528 | $576,505 | Director | $63,077 | Same NTEE code A80, revenue within 2x |
| ASSOCIATION OF NATCHITOCHES WOMEN FOR PRESERV OF HIST NATCHITOCHES | LA | A80 | $395,264 | $222,835 | Treasurer | $3,050 | Same NTEE code A80, revenue within 2x, similar mission |
| DETROIT YACHT CLUB FOUNDATION | MI | A80 | $286,815 | $317,755 | SECRETARY | $0 | Same NTEE code A80, revenue within 2x |
| HIGHLAND GOLF AND COUNTRY CLUB FOUNDATION INC | IN | A80 | $680,225 | $645,779 | PRESIDENT AND SECRETARY | $0 | Same NTEE code A80, revenue within 2x |
| MATTOON GOLF & COUNTRY CLUB HISTORICAL PRESERVATION FOUNDATION | IL | A80 | $689,757 | $54,467 | PRESIDENT | $0 | Same NTEE code A80, 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).
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 · $191,644 spent · pay $0 · grants $126,781 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $126,781 | $126,781 | - | - | 66.2% | |
| Fees: investment management | $54,817 | - | $54,817 | - | 28.6% | |
| Office expenses | $6,546 | - | $6,546 | - | 3.4% | |
| Fees: accounting | $3,500 | - | $3,500 | - | 1.8% | |
| Total | $191,644 | 100% |
2023 · Form 990 · $214,654 spent · pay $0 · grants $162,056 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $162,056 | $162,056 | - | - | 75.5% | |
| Fees: investment management | $49,884 | - | $49,884 | - | 23.2% | |
| Fees: accounting | $2,500 | - | $2,500 | - | 1.2% | |
| Office expenses | $214 | - | $214 | - | 0.1% | |
| Total | $214,654 | 100% |
2022 · Form 990 · $108,443 spent · pay $0 · grants $59,702 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $59,702 | $59,702 | - | - | 55.1% | |
| Fees: investment management | $45,699 | - | $45,699 | - | 42.1% | |
| Fees: accounting | $2,500 | - | $2,500 | - | 2.3% | |
| Office expenses | $542 | - | - | $542 | 0.5% | |
| Total | $108,443 | 100% |
2021 · Form 990 · $42,553 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $42,553 | - | $42,553 | - | 100.0% | |
| Total | $42,553 | 100% |
2020 · Form 990 · $146,060 spent · pay $0 · grants $97,674 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $97,674 | $97,674 | - | - | 66.9% | |
| Fees: investment management | $46,336 | - | $46,336 | - | 31.7% | |
| Fees: accounting | $2,050 | - | $2,050 | - | 1.4% | |
| Total | $146,060 | 100% |
2019 · Form 990 · $142,458 spent · pay $0 · grants $97,002 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $97,002 | $97,002 | - | - | 68.1% | |
| Fees: investment management | $43,306 | - | $43,306 | - | 30.4% | |
| Fees: accounting | $2,150 | - | $2,150 | - | 1.5% | |
| Total | $142,458 | 100% |
2018 · Form 990 · $48,050 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $40,215 | - | $40,215 | - | 83.7% | |
| Fees: accounting | $7,625 | - | $7,625 | - | 15.9% | |
| Office expenses | $210 | - | $210 | - | 0.4% | |
| Total | $48,050 | 100% |
2017 · Form 990 · $49,970 spent · pay $0 · grants $4,242 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $38,953 | - | $38,953 | - | 78.0% | |
| Other (as described) | BAD DEBT | $4,900 | - | $4,900 | - | 9.8% |
| Grants to US organizations and governments | $4,242 | $4,242 | - | - | 8.5% | |
| Fees: accounting | $1,875 | - | $1,875 | - | 3.8% | |
| Total | $49,970 | 100% |
2016 · Form 990 · $57,064 spent · pay $0 · grants $16,302 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $35,937 | - | $35,937 | - | 63.0% | |
| Grants to US organizations and governments | $16,302 | $16,302 | - | - | 28.6% | |
| Other (as described) | BAD DEBT | $3,000 | - | $3,000 | - | 5.3% |
| Fees: accounting | $1,825 | - | $1,825 | - | 3.2% | |
| Total | $57,064 | 100% |
2015 · Form 990 · $99,063 spent · pay $0 · grants $54,583 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $54,583 | $54,583 | - | - | 55.1% | |
| Fees: investment management | $34,045 | - | $34,045 | - | 34.4% | |
| Advertising and promotion | $7,000 | - | - | $7,000 | 7.1% | |
| Fees: accounting | $2,150 | - | $2,150 | - | 2.2% | |
| Office expenses | $1,285 | - | $1,285 | - | 1.3% | |
| Total | $99,063 | 100% |
2014 · Form 990 · $39,927 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $31,708 | - | $31,708 | - | 79.4% | |
| Fees: accounting | $6,975 | - | $6,975 | - | 17.5% | |
| Office expenses | $1,244 | - | $1,244 | - | 3.1% | |
| Total | $39,927 | 100% |
2013 · Form 990 · $42,776 spent · pay $0 · grants $13,200 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $28,291 | - | $28,291 | - | 66.1% | |
| Grants to US organizations and governments | $13,200 | $13,200 | - | - | 30.9% | |
| Fees: accounting | $1,285 | - | $1,285 | - | 3.0% | |
| Total | $42,776 | 100% |
2012 · Form 990 · $25,690 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $23,270 | - | $23,270 | - | 90.6% | |
| Fees: accounting | $1,265 | - | $1,265 | - | 4.9% | |
| Office expenses | $783 | - | $783 | - | 3.0% | |
| Other (as described) | OTHER | $372 | - | $372 | - | 1.4% |
| Total | $25,690 | 100% |
2011 · Form 990 · $22,985 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $21,041 | - | $21,041 | - | 91.5% | |
| Fees: accounting | $1,310 | - | $1,310 | - | 5.7% | |
| Other (as described) | POSTAGE AND OTHER | $634 | - | $634 | - | 2.8% |
| Total | $22,985 | 100% |
2010 · Form 990 · $20,600 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: investment management | $18,464 | - | $18,464 | - | 89.6% | |
| Fees: accounting | $1,280 | - | $1,280 | - | 6.2% | |
| Other (as described) | OTHER | $856 | - | $856 | - | 4.2% |
| Total | $20,600 | 100% |
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