TRUST U/WILL OF ORLANDO R SMITH

Cite this

Plain text TRUST U/WILL OF ORLANDO R SMITH. furp.org, nonprofit organization profile, tax years 2011–2025. https://furp.org/org/trust-u-will-of-orlando-r-smith-237352670. Retrieved 2026-10-25.

APA furp.org. (n.d.). TRUST U/WILL OF ORLANDO R SMITH [Nonprofit organization profile; tax years 2011–2025]. Retrieved October 25, 2026, from https://furp.org/org/trust-u-will-of-orlando-r-smith-237352670

MLA “TRUST U/WILL OF ORLANDO R SMITH.” furp.org, tax years 2011–2025, https://furp.org/org/trust-u-will-of-orlando-r-smith-237352670. Accessed 25 Oct. 2026.

Retrieved 2026-10-25; covers tax years 2011–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990 · revenue $123K · expenses $107K · assets $1.2M

Also known as
The Babcock-Smith House
EIN
23-7352670
Address
124 GRANITE ST, WESTERLY, RI 02891-2435
Website
babcocksmithhouse.org
NTEE code
A80
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
June 1974 (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 maintain an historic Georgian Mansion museum and grounds (circa 1734) for educational purposes and for the general public.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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 20 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

20 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
Maureen J Bjorkland Treasurer2012-2025 4 $0 reported 1
Andrew C Rogers Chair2019-2025 6 $0 reported 1
Hugh Barton Trustee2023-2025 3 $0 reported 1
Susan S Brocato Trustee2012-2025 3 $0 reported 1
Betty-Jo Cugini Trustee2011-2025 3 $0 reported 1
Edward A Fazio Trustee2011-2025 4 $0 reported 1
Ellen L Madison Trustee2011-2025 4 $0 reported 1
Tim Babcock Trustee2023-2025 3 $0 reported 1
Thomas Gulluscio Trustee2024-2025 3 $0 reported 1
Linda Smith Chafee Trustee2011-2025 4 $0 reported 1
John Coduri (former) Trustee2011-2024 3 $0 reported 1
Jackie Smith (former) Trustee2024 3 $0 reported 1
William Hofferth (former) Trustee2023 5 $0 reported 1
Anthony G Smith (former) Trustee2017-2023 10 $0 reported 1
Amanda Vetelino (former) Treasurer2021-2022 5 $0 reported 1
Stephen M Greene (former) Trustee2011-2022 1 $0 reported 1
Jacqueline F Brennan (former) Trustee2011-2022 5 $0 reported 1
Andrew J Bicknell (former) Treasurer2019-2020 5 $0 reported 1
Isaac G Smith Jr (former) Trustee Emerit.2011-2014 1 $0 reported 1
Alan E Peck (former) Trustee2011-2012 5 $0 reported 1

People by year

2025 · 10 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Maureen J Bjorkland Treasurer4 $0$0$0 $01
Andrew C Rogers Chair6 $0$0$0 $01
Hugh Barton Trustee3 $0$0$0 $01
Susan S Brocato Trustee3 $0$0$0 $01
Betty-Jo Cugini Trustee3 $0$0$0 $01
Edward A Fazio Trustee4 $0$0$0 $01
Ellen L Madison Trustee4 $0$0$0 $01
Tim Babcock Trustee3 $0$0$0 $01
Thomas Gulluscio Trustee3 $0$0$0 $01
Linda Smith Chafee Trustee4 $0$0$0 $01
2024 · 12 people listed · none paid · 0 employees · 50 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Maureen J Bjorkland Treasurer4 $0$0$0 $01
Andrew C Rogers Chair6 $0$0$0 $01
Hugh Barton Trustee3 $0$0$0 $01
Susan S Brocato Trustee3 $0$0$0 $01
Betty-Jo Cugini Trustee3 $0$0$0 $01
Edward A Fazio Trustee4 $0$0$0 $01
Ellen L Madison Trustee4 $0$0$0 $01
Tim Babcock Trustee3 $0$0$0 $01
Thomas Gulluscio Trustee3 $0$0$0 $01
Linda Smith Chafee Trustee4 $0$0$0 $01
John Coduri Trustee3 $0$0$0 $01
Jackie Smith Trustee3 $0$0$0 $01
2023 · 11 people listed · none paid · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Andrew C Rogers Chair10 $0$0$0 $01
Hugh Barton Trustee5 $0$0$0 $01
Susan S Brocato Trustee5 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Tim Babcock Trustee5 $0$0$0 $01
William Hofferth Trustee5 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Anthony G Smith Trustee10 $0$0$0 $01
2022 · 11 people listed · none paid · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Maureen J Bjorkland Secretary5 $0$0$0 $01
Andrew C Rogers President10 $0$0$0 $01
Amanda Vetelino Treasurer5 $0$0$0 $01
Susan S Brocato Trustee5 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Anthony G Smith Trustee10 $0$0$0 $01
2021 · 11 people listed · none paid · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Maureen J Bjorkland Secretary5 $0$0$0 $01
Andrew C Rogers President10 $0$0$0 $01
Amanda Vetelino Treasurer5 $0$0$0 $01
Susan S Brocato Trustee5 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Anthony G Smith Trustee10 $0$0$0 $01
2020 · 11 people listed · none paid · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Maureen J Bjorkland President10 $0$0$0 $01
Andrew C Rogers Secretary5 $0$0$0 $01
Andrew J Bicknell Treasurer5 $0$0$0 $01
Susan S Brocato Trustee5 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Anthony G Smith Trustee10 $0$0$0 $01
2019 · 11 people listed · none paid · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Andrew C Rogers Trustee5 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Maureen J Bjorkland President10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary5 $0$0$0 $01
Anthony G Smith Trustee10 $0$0$0 $01
Andrew J Bicknell Treasurer5 $0$0$0 $01
2018 · 10 people listed · none paid · 0 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John B Coduri President15 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary5 $0$0$0 $01
Anthony Smith Trustee10 $0$0$0 $01
2017 · 10 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John B Coduri President15 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary5 $0$0$0 $01
Anthony Smith Trustee10 $0$0$0 $01
2016 · 9 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John B Coduri President15 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee5 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary5 $0$0$0 $01
2015 · 9 people listed · none paid · 0 employees · 35 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John B Coduri President10 $0$0$0 $01
Betty-Jo Cugini Trustee3 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee3 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary5 $0$0$0 $01
2014 · 10 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John B Coduri President10 $0$0$0 $01
Isaac G Smith Jr Trustee Emerit.1 $0$0$0 $01
Betty-Jo Cugini Trustee3 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee3 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary5 $0$0$0 $01
2013 · 10 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
John B Coduri President10 $0$0$0 $01
Isaac G Smith Jr Trustee Emerit.1 $0$0$0 $01
Betty-Jo Cugini Trustee3 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Stephen M Greene Trustee1 $0$0$0 $01
Jacqueline F Brennan Trustee3 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Susan S Brocato Secretary3 $0$0$0 $01
2012 · 10 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Susan S Brocato Secretary5 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Maureen J Bjorkland Treasurer10 $0$0$0 $01
Alan E Peck Trustee5 $0$0$0 $01
Stephen M Greene Trustee5 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Edward A Fazio Trustee10 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Isaac G Smith Jr Trustee Emerit.5 $0$0$0 $01
John B Coduri President10 $0$0$0 $01
2011 · 9 people listed · none paid · 0 employees · 25 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jacqueline F Brennan Secretary5 $0$0$0 $01
Linda Smith Chafee Trustee10 $0$0$0 $01
Alan E Peck Trustee5 $0$0$0 $01
Stephen M Greene Treasurer5 $0$0$0 $01
Ellen L Madison Trustee10 $0$0$0 $01
Edward A Fazio Trustee5 $0$0$0 $01
Betty-Jo Cugini Trustee5 $0$0$0 $01
Isaac G Smith Jr Trustee Emerit.10 $0$0$0 $01
John B Coduri President10 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

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
2025 · Form 990 period ending 2025-12-31 · view filing · original 990 ↗
$123,063$106,707 $1,183,600$1,182,115 $54,314$7,817 $0050
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$205,653$120,362 $1,130,648$1,128,769 $162,633$2,751 $0050
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$96,072$85,623 $992,835$991,245 $51,653$6,967 $0040
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$83,285$83,068 $919,592$917,545 $49,691$1,087 $0040
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$95,155$74,790 $1,025,899$1,024,113 $53,764$363 $0040
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$73,687$77,601 $948,101$945,705 $37,740$831 $0040
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$79,063$96,252 $897,324$893,732 $44,383$1,848 $0040
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$117,110$89,887 $846,487$843,901 $84,784$1,928 $0040
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$79,879$86,435 $847,102$844,409 $49,527$1,450 $0035
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$83,705$79,074 $815,516$813,413 $52,664$1,355 $0035
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$74,413$80,172 $791,752$790,700 $42,036$2,064 $0035
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$83,628$99,895 $811,511$804,493 $48,048$2,182 $0025
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$328,365$69,576 $812,938$811,914 $296,875$2,729 $0025
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$68,946$81,552 $518,444$518,444 $38,116$2,002 $0025
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$91,173$70,689 $515,903$515,903 $59,623$930 $0025

Funders of this organization

1 grantor reported grants to this organization, $7,070 in all, tax years 2015 to 2015. 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
RHODE ISLAND COUNCIL FOR THE HUMANITIES Public charity Exact 2015 1$7,070 2015$7,070
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
LIME ROCK FOUNDATIONRIA80 $116,510$8,004 PRESIDENT$0 Same NTEE code A80, revenue within 2x, same state
PORTUGUESE DISCOVERY MONUMENT FOUNDATIONRIA80 $120,000$101,958 DIRECTOR$0 Same NTEE code A80, revenue within 2x, same state
BRISTOL MIDDLE PASSAGE PORT MARKER PROJECT INCRIA80 $113,254$193,339 President$0 Same NTEE code A80, revenue within 2x, same state
FRIENDS OF HEARTHSIDE INCRIA80 $98,903$97,114 President$0 Same NTEE code A80, revenue within 2x, same state
LEAPFEST ASSOCIATIONRIA80 $104,155$118,763 TREAURER$0 Same NTEE code A80, revenue within 2x, same state
GREENVILLE CHAUTAUQUA SOCIETYSCA80 $156,128$151,948 Executive Director$57,667 Same NTEE code A80, revenue within 2x, similar mission
THEWORLD FAMOUS PETERSEN ROCK GARDENORA80 $164,702$167,237 President$0 Same NTEE code A80, revenue within 2x, similar mission
VETERANS TRIBUTE AND MUSEUM OF OSCEOLA COUNTY INCFLA80 $95,991$130,785 CHAIRMAN$0 Same NTEE code A80, revenue within 2x, similar mission
SCHWEIKHER HOUSE PRESERVATION TRUSTILA80 $104,119$45,667 President$0 Same NTEE code A80, revenue within 2x
FRIENDS OF THE FARRIS INCMOA80 $150,901$190,501 PRESIDENT$0 Same NTEE code A80, revenue within 2x
HISTORIC PRESERVATION TRUST OF LANCASTER COUNTYPAA80 $150,752$210,755 DIRECTOR EME$0 Same NTEE code A80, revenue within 2x
HOLY LAND OF WATERBURY USA INCCTA80 $110,185$110,273 Member$0 Same NTEE code A80, revenue within 2x
TURKS & CAICOS PRESERVATIONFOUNDATION INCCTA80 $125,600$75,018 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
WESTERN NEW YORK VETERANS MEMORIAL AT EAST AURORA INCNYA80 $150,301$6,725 PRESIDENT$0 Same NTEE code A80, revenue within 2x, similar mission
HIDALGO FOUNDATION OF BEXAR COUNTY INCTXA80 $157,430$227,933 PRES./EXEC. DIR$44,083 Same NTEE code A80, revenue within 2x
ADALAND MANSION DEVELOPMENT INCWVA80 $94,906$104,131 PRESIDENT$0 Same NTEE code A80, revenue within 2x
TEXAS HISTORY TRUSTTXA80 $132,122$130,437 Secretary Treasurer$0 Same NTEE code A80, revenue within 2x
WAVERLY HISTORICAL SOCIETY INCNYA80 $109,791$10,370 PRESIDENT$0 Same NTEE code A80, revenue within 2x
RADIO ENTHUSIASTS OF PUGET SOUNDWAA80 $91,084$87,229 President$0 Same NTEE code A80, revenue within 2x
ORLANDO YOUTH AVIATION CENTER INCFLA80 $131,380$1,010 DIRECTOR$0 Same NTEE code A80, revenue within 2x
SCHWAMB MILL PRESERVATION TRUSTMAA80 $166,035$85,915 DIRECTOR$0 Same NTEE code A80, revenue within 2x
POINTE AUX BARQUES LIGHTHOUSE SOCIETYMIA80 $92,415$40,545 TREASURER$0 Same NTEE code A80, revenue within 2x, similar mission
SANBORN AREA HISTORICAL SOCIETYNYA80 $146,857$126,256 PRESIDENT$0 Same NTEE code A80, revenue within 2x
HILLCREST HISTORIC FOUNDATIONINA80 $168,158$108,611 PRESIDENT$0 Same NTEE code A80, revenue within 2x
SOUTH CAROLINA AMERICAN REVOLUTION TRUST INCSCA80 $174,442$83,082 CHAIRMAN$0 Same NTEE code A80, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SAN ANTONIO AREA FOUNDATION DAF sponsor$1,445,0014 12016–2023 HIDALGO FOUNDATION OF BEXAR COUNTY INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$872,18335 182016–2024 BEATRIX FARRAND SOCIETY; STANTON-DAVIS HOMESTEAD MUSEUM INC; PORTUGUESE DISCOVERY MONUMENT FOUNDATION; ALL WARS MEMORIAL FOUNDATION and 14 more
COMMUNITY FOUNDATION OF GREATER FORT WAYNE INC DAF sponsor$650,62916 12010–2025 ALLEN COUNTY COURTHOUSE PRESERVATION TRUST INC
THE BESSEMER GIVING FUND DAF sponsor$600,0006 12019–2024 COPPER COUNTY PRESERVATION TRUST INC
ALLEGHENY FOUNDATION Private foundation$425,0004 12020–2023 YOUNG PRESERVATIONISTS ASSOCIATION OF PITTSBURGH
THE COMMUNITY FOUNDATION FOR THE CSRA DAF sponsor$377,63014 12015–2023 SRS HERITAGE FOUNDATION INC
MT TABOR CHARITABLE FOUNDATION Private foundation$368,0004 12018–2025 JAMES REYNOLDS HOUSE FOUNDATION
NATIONAL PHILANTHROPIC TR DAF sponsor$335,0007 42014–2023 HILLCREST HISTORIC FOUNDATION; HIGHLAND HISTORICAL SOCIETY; BUSES OF YELLOWSTONE PRESERVATION TRUST INCORPORATED; HOLY LAND OF WATERBURY USA INC
THE CHARLES PINCKNEY JONES CHARITABLE TRUST Private foundation$282,4006 12019–2024 HIGHLAND HISTORICAL SOCIETY
RED LODGE AREA COMMUNITY FOUNDATION DAF sponsor$233,02512 12011–2025 BUSES OF YELLOWSTONE PRESERVATION TRUST INCORPORATED
LEON LEVY FOUNDATION Private foundation$201,8007 22018–2024 KATHMANDU VALLEY PRESERVATION TRUST; BEATRIX FARRAND SOCIETY
FERREE FOUNDATION Private foundation$200,0001 12012–2012 HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY
THE CHARLES BUTT FOUNDATION Private foundation$200,0001 12019–2019 HIDALGO FOUNDATION OF BEXAR COUNTY INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$162,70022 92014–2024 NATIONAL SOCIETY OF THE COLONIAL DAMES OF AMERICA IN THE STATE OF; BEATRIX FARRAND SOCIETY; FRIENDS OF CENTENNIAL HALL INC; HISTORICAL ASSOCIATION OF SOUTH HAVEN and 5 more
LANCASTER COUNTY COMMUNITY FOUNDATION DAF sponsor$142,06311 12013–2024 HISTORIC PRESERVATION TRUST OF LANCASTER COUNTY

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 990 · $106,707 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $31,200$24,960$3,120$3,120 29.2%
Other (as described)Repairs & Maintenance $18,810$15,988$1,881$941 17.6%
Occupancy $14,928$11,942$1,493$1,493 14.0%
Insurance $12,427$9,941$1,243$1,243 11.6%
Other (as described)Lawn Care / Snow Remova $9,846$7,876$985$985 9.2%
Fees: investment management $6,103$3,052$3,051- 5.7%
All other expenses $4,816$3,306$347$1,163 4.5%
Information technology $3,281$2,625$328$328 3.1%
Other (as described)Telephone $2,637$1,845$264$528 2.5%
Other (as described)Printing $1,980$1,386$198$396 1.9%
Office expenses $679$475$68$136 0.6%
Total$106,707100%

View the filing

2024 · Form 990 · $120,362 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Repairs & Maintenance $42,532$36,152$4,253$2,127 35.3%
Depreciation and depletion $26,000$20,800$2,600$2,600 21.6%
Occupancy $13,489$10,791$1,349$1,349 11.2%
Insurance $11,707$9,365$1,171$1,171 9.7%
Fees: investment management $7,034$3,517$3,517- 5.8%
Other (as described)Lawn Care / Snow Remova $6,387$5,109$639$639 5.3%
All other expenses $5,559$4,897$261$401 4.6%
Other (as described)Telephone $2,768$1,937$277$554 2.3%
Information technology $2,605$2,083$261$261 2.2%
Other (as described)Printing $1,829$1,280$183$366 1.5%
Office expenses $452$317$45$90 0.4%
Total$120,362100%

View the filing

2023 · Form 990 · $85,623 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 30.4%
Occupancy $14,024$11,220$1,402$1,402 16.4%
Insurance $10,602$8,482$1,060$1,060 12.4%
Other (as described)Lawn Care / Snow Remova $6,247$4,997$625$625 7.3%
Fees: investment management $6,066$3,033$3,033- 7.1%
All other expenses $5,546$3,939$374$1,233 6.5%
Other (as described)Repairs & Maintenance $5,367$4,830$537- 6.3%
Other (as described)Telephone $3,831$2,682$383$766 4.5%
Information technology $3,725$2,979$373$373 4.4%
Other (as described)Printing $2,911$2,038$291$582 3.4%
Office expenses $908$635$91$182 1.1%
Advertising and promotion $396$317-$79 0.5%
Total$85,623100%

View the filing

2022 · Form 990 · $83,068 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 31.3%
Occupancy $13,832$11,066$1,383$1,383 16.7%
Insurance $8,722$6,978$872$872 10.5%
Other (as described)Lawn Care / Snow Remova $7,372$5,898$737$737 8.9%
Other (as described)Repairs & Maintenance $7,031$6,328$703- 8.5%
Fees: investment management $6,033$4,022$2,011- 7.3%
All other expenses $4,851$3,711$419$721 5.8%
Other (as described)Telephone $3,684$2,580$368$736 4.4%
Other (as described)Printing $2,463$1,725$246$492 3.0%
Information technology $2,094$1,676$209$209 2.5%
Office expenses $526$370$52$104 0.6%
Advertising and promotion $460$368-$92 0.6%
Total$83,068100%

View the filing

2021 · Form 990 · $74,790 spent · pay $0 · grants $0 · events $1,400
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 34.8%
Occupancy $11,881$9,505$1,188$1,188 15.9%
Insurance $8,723$6,979$872$872 11.7%
Other (as described)Lawn Care / Snow Remova $6,405$5,123$641$641 8.6%
Fees: investment management $6,371$4,247$2,124- 8.5%
All other expenses $4,671$3,183$421$1,067 6.2%
Other (as described)Telephone $3,540$2,478$354$708 4.7%
Information technology $2,513$2,011$251$251 3.4%
Other (as described)Repairs & Maintenance $1,967$1,770$197- 2.6%
Other (as described)Printing $1,623$1,137$162$324 2.2%
Office expenses $615$429$62$124 0.8%
Advertising and promotion $481$385-$96 0.6%
Fundraising events Eventdirect expenses; gross income $7,751$1,400reported apart
Total$74,790100%

View the filing

2020 · Form 990 · $77,601 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 33.5%
Occupancy $11,095$8,875$1,110$1,110 14.3%
Insurance $8,476$6,780$848$848 10.9%
Other (as described)Repairs & Maintenance $8,177$7,359$818- 10.5%
Fees: investment management $5,038$3,359$1,679- 6.5%
Other (as described)Lawn Care / Snow Remova $4,052$3,242$405$405 5.2%
All other expenses $3,677$2,458$261$958 4.7%
Other (as described)Printing $3,447$2,412$345$690 4.4%
Other (as described)Telephone $3,341$2,339$334$668 4.3%
Information technology $2,581$2,065$258$258 3.3%
Advertising and promotion $1,086$869-$217 1.4%
Office expenses $631$442$63$126 0.8%
Total$77,601100%

View the filing

2019 · Form 990 · $96,252 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 27.0%
Occupancy $12,935$10,347$1,294$1,294 13.4%
All other expenses $11,956$8,648$1,180$2,128 12.4%
Other (as described)Repairs & Maintenance $9,716$8,744$972- 10.1%
Other (as described)Dr. Babcock Video $9,500$9,500-- 9.9%
Insurance $8,221$6,577$822$822 8.5%
Other (as described)Lawn Care / Snow Remova $5,812$4,650$581$581 6.0%
Fees: investment management $4,580$4,122$458- 4.8%
Other (as described)350th Exhibit $4,435$4,435-- 4.6%
Information technology $1,490$1,192$149$149 1.5%
Advertising and promotion $1,086$869-$217 1.1%
Fees: legal $411$206$205- 0.4%
Office expenses $110$77$11$22 0.1%
Total$96,252100%

View the filing

2018 · Form 990 · $89,887 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 28.9%
Occupancy $12,331$9,865$1,233$1,233 13.7%
Other (as described)Repairs & Maintenance $9,054$8,149$905- 10.1%
All other expenses $8,895$6,970$533$1,392 9.9%
Insurance $8,257$6,605$826$826 9.2%
Other (as described)Lawn Care / Snow Remova $7,068$5,654$707$707 7.9%
Other (as described)Dr. Babcock Video $7,000$7,000-- 7.8%
Fees: investment management $4,340$3,906$434- 4.8%
Other (as described)Telephone $3,330$2,331$333$666 3.7%
Office expenses $1,808$1,265$181$362 2.0%
Advertising and promotion $1,061$849-$212 1.2%
Information technology $743$595$74$74 0.8%
Total$89,887100%

View the filing

2017 · Form 990 · $86,435 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 30.1%
Other (as described)Repairs & Maintenance $13,569$12,212$1,357- 15.7%
Occupancy $9,817$7,853$982$982 11.4%
Other (as described)Lawn Care / Snow Remova $9,281$7,425$928$928 10.7%
Insurance $8,287$6,629$829$829 9.6%
Other (as described)Textile Collection $4,398$4,398-- 5.1%
All other expenses $4,319$3,256$385$678 5.0%
Fees: investment management $3,809$3,428$381- 4.4%
Other (as described)Telephone $3,409$2,387$341$681 3.9%
Information technology $1,815$1,451$182$182 2.1%
Advertising and promotion $1,061$849-$212 1.2%
Office expenses $670$470$67$133 0.8%
Total$86,435100%

View the filing

2016 · Form 990 · $79,074 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $26,000$20,800$2,600$2,600 32.9%
Occupancy $11,986$9,588$1,199$1,199 15.2%
Insurance $8,923$7,139$892$892 11.3%
All other expenses $7,708$5,717$529$1,462 9.7%
Other (as described)Lawn Care / Snow Remova $5,602$4,482$560$560 7.1%
Other (as described)Textile Collection $4,333$4,333-- 5.5%
Other (as described)Repairs & Maintenance $3,975$3,577$398- 5.0%
Other (as described)Printing $3,475$2,432$348$695 4.4%
Fees: investment management $3,104$2,794$310- 3.9%
Advertising and promotion $2,315$1,852-$463 2.9%
Information technology $1,203$963$120$120 1.5%
Office expenses $450$315$45$90 0.6%
Total$79,074100%

View the filing

2015 · Form 990 · $80,172 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $22,000$17,600$2,200$2,200 27.4%
Occupancy $12,377$9,901$1,238$1,238 15.4%
Other (as described)Repairs & Maintenance $10,071$9,064$1,007- 12.6%
Insurance $9,426$7,540$943$943 11.8%
Other (as described)Lawn Care / Snow Remova $5,874$4,700$587$587 7.3%
Other (as described)Museum History Exhibit $5,446$5,446-- 6.8%
All other expenses $4,976$3,500$445$1,031 6.2%
Fees: investment management $2,705$2,435$270- 3.4%
Advertising and promotion $2,457$1,965-$492 3.1%
Other (as described)Printing $2,419$1,693$242$484 3.0%
Office expenses $1,262$884$126$252 1.6%
Information technology $1,159$927$116$116 1.4%
Total$80,172100%

View the filing

2014 · Form 990 · $99,895 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)Carved From Stone/Built From S $32,023$32,023-- 32.1%
Depreciation and depletion $20,400$16,320$2,040$2,040 20.4%
Occupancy $12,532$10,026$1,253$1,253 12.5%
Insurance $8,473$6,779$847$847 8.5%
Other (as described)Lawn Care / Snow Removal $7,345$5,875$735$735 7.4%
Other (as described)Repairs & Maintenance $6,255$5,629$626- 6.3%
Other (as described)Printing and Publications $4,209$2,946$421$842 4.2%
Fees: investment management $2,947$2,652$295- 3.0%
All other expenses $1,951$17$470$1,464 2.0%
Advertising and promotion $1,454$1,163-$291 1.5%
Office expenses $1,297$907$130$260 1.3%
Information technology $1,009$807$101$101 1.0%
Total$99,895100%

View the filing

2013 · Form 990 · $69,576 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $20,400$16,320$2,040$2,040 29.3%
Occupancy $12,336$9,868$1,234$1,234 17.7%
All other expenses $7,290$5,172$619$1,499 10.5%
Other (as described)Lawn Care / Snow Removal $5,048$4,038$505$505 7.3%
Other (as described)Uncollectible Pledges $5,000$4,000-$1,000 7.2%
Other (as described)Repairs & Maintenance $4,901$4,411$490- 7.0%
Insurance $4,851$3,881$485$485 7.0%
Other (as described)Printing and Publications $3,820$2,674$382$764 5.5%
Fees: investment management $2,828$2,545$283- 4.1%
Office expenses $1,439$1,007$144$288 2.1%
Advertising and promotion $1,287$1,030-$257 1.8%
Information technology $376$300$38$38 0.5%
Total$69,576100%

View the filing

2012 · Form 990 · $81,552 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $20,037$16,029$2,004$2,004 24.6%
All other expenses $13,431$11,096$938$1,397 16.5%
Occupancy $10,932$8,746$1,093$1,093 13.4%
Other (as described)Lawn Care / Snow Removal $8,729$6,983$873$873 10.7%
Insurance $8,071$6,457$807$807 9.9%
Other (as described)Handrails $5,919$5,919-- 7.3%
Other (as described)Printing and Publications $4,041$2,829$404$808 5.0%
Other (as described)Mansion Air Conditioning $3,420$3,420-- 4.2%
Office expenses $2,845$1,991$285$569 3.5%
Fees: investment management $2,273$2,046$227- 2.8%
Advertising and promotion $1,217$974-$243 1.5%
Information technology $637$509$64$64 0.8%
Total$81,552100%

View the filing

2011 · Form 990 · $70,689 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Depreciation and depletion $18,857$15,085$1,886$1,886 26.7%
Occupancy $15,175$12,139$1,518$1,518 21.5%
Other (as described)Lawn Care / Snow Removal $8,324$6,660$832$832 11.8%
Other (as described)Repairs & Maintenance $6,308$5,677$631- 8.9%
Insurance $5,276$4,220$528$528 7.5%
Information technology $3,494$2,796$349$349 4.9%
Advertising and promotion $2,798$2,699-$99 4.0%
All other expenses $2,619$2,309$143$167 3.7%
Fees: investment management $2,126$1,913$213- 3.0%
Other (as described)Printing and Publications $1,537$1,075$154$308 2.2%
Office expenses $1,501$1,051$150$300 2.1%
Other (as described)Telephone $1,478$1,034$148$296 2.1%
Other (as described)Postage and Shipping $1,128-$113$1,015 1.6%
Fees: other services $68$61$7- 0.1%
Total$70,689100%

View the filing

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.