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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
James D Haas PRESIDENT2014-2024 1 $0 reported 1
Mortimer Berkowitz Iii TREASURER2011-2024 1 $0 reported 4
Barclay Douglas Jr TRUSTEE2010-2024 1 $0 reported 2
Robert G Manice TRUSTEE2010-2024 1 $0 reported 2
William P Egan TRUSTEE2014-2024 1 $0 reported 1
Matthew T Marcello Iii TRUSTEE2010-2024 1 $0 reported 2
Edith B Casey (former) SECRETARY2010-2020 0 $0 reported 2
James E Haas (former) TRUSTEE2010-2013 0 $0 reported 1
George Warren Jr (former) FORMER VICE-PRESIDENT2010-2012 0 $0 reported 1

People by year

2024 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES D HAAS PRESIDENT1 $0$0$0 $01
MORTIMER BERKOWITZ III TREASURER1 $0$0$0 $04
BARCLAY DOUGLAS JR TRUSTEE1 $0$0$0 $02
ROBERT G MANICE TRUSTEE1 $0$0$0 $02
WILLIAM P EGAN TRUSTEE1 $0$0$0 $01
MATTHEW T MARCELLO III TRUSTEE1 $0$0$0 $02
2023 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES D HAAS PRESIDENT1 $0$0$0 $01
MORTIMER BERKOWITZ III TREASURER1 $0$0$0 $04
BARCLAY DOUGLAS JR TRUSTEE1 $0$0$0 $02
ROBERT G MANICE TRUSTEE1 $0$0$0 $02
WILLIAM P EGAN TRUSTEE1 $0$0$0 $01
MATTHEW T MARCELLO III TRUSTEE1 $0$0$0 $02
2022 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM P EGAN TRUSTEE- $0$0$0 $01
JAMES D HAAS TREASURER&SE- $0$0$0 $01
MATTHEW MARCELLO III TRUSTEE- $0$0$0 $02
MORTIMER BERKOWITZ III PRESIDENT- $0$0$0 $04
BARCLAY DOUGLAS JR TRUSTEE- $0$0$0 $02
ROBERT MANICE TRUSTEE- $0$0$0 $02
2021 · 6 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
JAMES D HAAS TREASURER&SE0 $0$0$0 $01
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
2020 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
EDITH B CASEY SECRETARY0 $0$0$0 $02
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
JAMES D HAAS TREASURER0 $0$0$0 $01
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
2019 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
JAMES D HAAS TREASURER0 $0$0$0 $01
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
2018 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES D HAAS TRUSTEE0 $0$0$0 $01
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
2017 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES D HAAS TRUSTEE0 $0$0$0 $01
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
2016 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES D HAAS TRUSTEE0 $0$0$0 $01
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
2015 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES D HAAS TRUSTEE0 $0$0$0 $01
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
2014 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TRUSTEE0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES D HAAS TRUSTEE0 $0$0$0 $01
WILLIAM P EGAN TRUSTEE0 $0$0$0 $01
2013 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TREASURER0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES E HAAS TRUSTEE0 $0$0$0 $01
2012 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MORTIMER BERKOWITZ III PRESIDENT0 $0$0$0 $04
GEORGE WARREN JR FORMER VICE-PRESIDENT0 $0$0$0 $01
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TREASURER0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
JAMES E HAAS TRUSTEE0 $0$0$0 $01
2011 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES E HAAS PRESIDENT0 $0$0$0 $01
GEORGE WARREN JR VICE-PRESIDENT0 $0$0$0 $01
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TREASURER0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02
MORTIMER BERKOWITZ III TRUSTEE0 $0$0$0 $04
2010 · 6 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JAMES E HAAS PRESIDENT0 $0$0$0 $01
GEORGE WARREN JR VICE-PRESIDENT0 $0$0$0 $01
EDITH B CASEY SECRETARY0 $0$0$0 $02
MATTHEW MARCELLO III TREASURER0 $0$0$0 $02
ROBERT MANICE TRUSTEE0 $0$0$0 $02
BARCLAY DOUGLAS JR TRUSTEE0 $0$0$0 $02

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$413,343$191,644 $5,108,473$5,108,473 $240,396$0 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$154,085$214,654 $4,614,873$4,614,873 $93,950$0 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$331,360$108,443 $4,728,656$4,728,656 $160,186$0 -0-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$134,237$42,553 $4,547,409$4,547,409 $25,714$0 -0-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$417,532$146,060 $4,149,061$4,149,061 $284,586$0 -0-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$312,377$142,458 $4,008,747$4,008,747 $105,296$0 $000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$482,106$48,050 $3,588,542$3,588,542 $260,100$0 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$240,500$49,970 $3,415,040$3,415,040 $14,000$0 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$310,509$57,064 $3,137,745$3,137,745 $20,150$0 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$198,365$99,063 $2,986,609$2,986,591 $20,444$0 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$317,918$39,927 $3,002,607$3,001,616 $140,932$0 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$173,358$42,776 $2,529,445$2,529,445 $46,300$0 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$335,389$25,690 $2,143,649$2,143,649 $233,456$0 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$193,159$22,985 $1,797,824$1,797,824 $91,312$0 $000
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$145,257$20,600 $1,553,203$1,553,203 $46,718$0 $000

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.

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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
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

Organizations like this one: what they do and who they are linked to

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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE ROSE ISLAND LIGHTHOUSE FOUNDATION INCRIA80 $562,907$434,302 EXECUTIVE DIRECTOR$58,900 Same NTEE code A80, revenue within 2x, same state
WESTERLY ARMORY RESTORATIONRIA80 $340,338$125,174 TREASURER$26,250 Same NTEE code A80, revenue within 2x, same state
WATCH HILL LIGHTHOUSE KEEPERS ASSOCIATIONRIA80 $313,610$231,014 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
THE HISTORY OF EDUCATION SOCIETYRIA80 $554,536$144,483 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
BORDERS FARM PRESERVATION INCRIA80 $385,769$225,507 Director$0 Same NTEE code A80, revenue within 2x, same state
STEAMSHIP HISTORICAL SOCIETY OF AMERICA INCRIA80 $705,777$632,878 EXECUTIVE DI$145,750 Same NTEE code A80, revenue within 2x, same state
RHODE ISLAND BLACK HERITAGE SOCIETYRIA80 $644,880$669,369 EXECUTIVE DI$130,000 Same NTEE code A80, revenue within 2x, same state
HARMONIE PRESERVATION FOUNDATION INCNYA80 $480,555$40,929 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
SATURN CLUB HISTORIC PRESERVATION FOUNDATIONNYA80 $485,100$92,533 President$0 Same NTEE code A80, revenue within 2x, similar mission
AUSABLE CLUB PRESERVATION FOUNDATIONNYA80 $431,144$191,573 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar name
WASHINGTON ATHLETIC CLUB FOUNDATIONWAA80 $303,968$145,617 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
SUTTER CLUB FOUNDATIONCAA80 $324,806$522,911 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
HISTORIC PRESERVATION FOUNDATION OF THE FORTNIGHTLYILA80 $784,293$204,541 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
OLYMPIA FIELDS COUNTRY CLUB HISTORIC LANDMARK PRESERVATION FOUILA80 $566,887$679,953 Treasurer$0 Same NTEE code A80, revenue within 2x
FPC PRESERVATION FOUNDATION INCUTA80 $508,102$608,454 President$0 Same NTEE code A80, revenue within 2x, similar name
122 EAST 66TH STREET FOUNDATION INCNYA80 $530,896$245,592 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
THE ALIBI PRESERVATION FOUNDATIONCOA80 $431,535$309,612 PRESIDENT/DIRECTOR$0 Same NTEE code A80, revenue within 2x, similar name
RAINIER CLUB HISTORIC FOUNDATIONWAA80 $509,048$392,841 PRESIDENT$0 Same NTEE code A80, revenue within 2x
PRESERVATION SOCIETY OF FALL RIVER INCMAA80 $377,873$277,185 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
EL CAMPANIL THEATRE PRESERVATION FOUNDATIONCAA80 $391,222$560,317 Executive Dir.$68,846 Same NTEE code A80, revenue within 2x
LOGAN COUNTY LANDMARK PRESERVATION INCOHA80 $823,528$576,505 Director$63,077 Same NTEE code A80, revenue within 2x
ASSOCIATION OF NATCHITOCHES WOMEN FOR PRESERV OF HIST NATCHITOCHESLAA80 $395,264$222,835 Treasurer$3,050 Same NTEE code A80, revenue within 2x, similar mission
DETROIT YACHT CLUB FOUNDATIONMIA80 $286,815$317,755 SECRETARY$0 Same NTEE code A80, revenue within 2x
HIGHLAND GOLF AND COUNTRY CLUB FOUNDATION INCINA80 $680,225$645,779 PRESIDENT AND SECRETARY$0 Same NTEE code A80, revenue within 2x
MATTOON GOLF & COUNTRY CLUB HISTORICAL PRESERVATION FOUNDATIONILA80 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$4,219,650151 452016–2024 TWO EAST SIXTY SECOND STREET FOUNDATION; WATCH HILL LIGHTHOUSE KEEPERS ASSOCIATION; 626 LANDMARK FOUNDATION; HARMONIE PRESERVATION FOUNDATION INC and 41 more
HIND FOUNDATION Private foundation$3,000,0003 12016–2020 CAMPAIGN FOR THE PRESERVATION OF MISSION SAN ANTONIO DE PADUA
EDWARD C JOHNSON FUND Private foundation$2,500,0002 12022–2022 HANCOCK COUNTY TRUSTEES OF PUBLIC RESERVATIONS
FIDELITY FOUNDATION Private foundation$2,000,0002 12020–2021 HANCOCK COUNTY TRUSTEES OF PUBLIC RESERVATIONS
VANGUARD CHARITABLE ENDOWMENT PROGRAM funds this one DAF sponsor$1,968,37519 102020–2024 SPHINX FOUNDATION; FLORIDA TRUST FOR HISTORIC PRESERVATION INC; TWO EAST SIXTY SECOND STREET FOUNDATION; 152 COMMONWEALTH FOUNDATION INC and 6 more
THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC DAF sponsor$1,747,14910 22010–2024 NATIONAL MONUMENTS FOUNDATION INC; TWO EAST SIXTY SECOND STREET FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$1,738,64937 182014–2024 TWO EAST SIXTY SECOND STREET FOUNDATION; 626 LANDMARK FOUNDATION; STEAMSHIP HISTORICAL SOCIETY OF AMERICA INC; NATIONAL MONUMENTS FOUNDATION INC and 14 more
DONOR ADVISED CHARITABLE GIVING funds this one DAF sponsor$1,550,16377 272014–2024 TEXAS DANCE HALL PRESERVATION INC; RAINIER CLUB HISTORIC FOUNDATION; WASHINGTON ATHLETIC CLUB FOUNDATION; VETERANS MEMORIAL & SUPPORT FOUNDATION OF LOS GATOS and 23 more
RALPH R PAPITTO AND BARBARA A PAPITTO PRIVATE FAMILY FOUNDATION Private foundation$964,0002 12023–2024 RHODE ISLAND BLACK HERITAGE SOCIETY
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$800,00012 12011–2020 EL CAMPANIL THEATRE PRESERVATION FOUNDATION
JEFFRIS FAMILY FOUNDATION LTD Private foundation$717,4754 22015–2025 LOGAN COUNTY LANDMARK PRESERVATION INC; THE HEGELER-CARUS FOUNDATION
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$696,67037 182016–2024 NATIONAL MONUMENTS FOUNDATION INC; WOODLANDS TRUST FOR HISTORIC PRESERVATION; 626 LANDMARK FOUNDATION; SUTTER CLUB FOUNDATION and 14 more
COMMUNITY FOUNDATION OF NORTHERN COLORADO DAF sponsor$550,35315 32016–2024 ESTES PARK POST 119 CHARITABLE FOUNDATION; PULLIAM COMMUNITY BUILDING FOUNDATION; HISTORIC STANLEY HOME FOUNDATION
IMPACTASSETS INC DAF sponsor$482,7762 12023–2024 NATIONAL MONUMENTS FOUNDATION INC
PEW CHARITABLE TRUSTS DAF sponsor$410,00010 12010–2020 DOWNEAST RAIL HERITAGE PRESERVATION TRUST

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
LineAs describedTotalProgramManagementFundraisingShare
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$191,644100%

View the filing

2023 · Form 990 · $214,654 spent · pay $0 · grants $162,056 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$214,654100%

View the filing

2022 · Form 990 · $108,443 spent · pay $0 · grants $59,702 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$108,443100%

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2021 · Form 990 · $42,553 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $42,553-$42,553- 100.0%
Total$42,553100%

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2020 · Form 990 · $146,060 spent · pay $0 · grants $97,674 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$146,060100%

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2019 · Form 990 · $142,458 spent · pay $0 · grants $97,002 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$142,458100%

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2018 · Form 990 · $48,050 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Fees: investment management $40,215-$40,215- 83.7%
Fees: accounting $7,625-$7,625- 15.9%
Office expenses $210-$210- 0.4%
Total$48,050100%

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2017 · Form 990 · $49,970 spent · pay $0 · grants $4,242 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$49,970100%

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2016 · Form 990 · $57,064 spent · pay $0 · grants $16,302 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$57,064100%

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2015 · Form 990 · $99,063 spent · pay $0 · grants $54,583 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$99,063100%

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2014 · Form 990 · $39,927 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$39,927100%

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2013 · Form 990 · $42,776 spent · pay $0 · grants $13,200 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$42,776100%

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2012 · Form 990 · $25,690 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$25,690100%

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2011 · Form 990 · $22,985 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$22,985100%

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2010 · Form 990 · $20,600 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
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$20,600100%

View the filing

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