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Tamworth Foundation FY2023 filing

Tax-deductible

Tamworth, NH501(c)(3)Foundations & Grantmakers EIN 02-6004752Revenue $446K in FY2023

On file with the IRStamworthfoundation.orgPo Box 128, 03886-0128 · Tamworth, NHTax-exempt since Mar 2005Publicly supported charity — 170(b)(1)(A)(vi)

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To raise and contribute monies to the town of Tamworth and local charities and organizations for public purposes.

501(c)(3) charity; gifts are tax-deductible.
90¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $300K a year · 45% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Plus $7.0M in investments, Pt X · Ln 11–13
Fine: 0.3 months of spending in cash, plus $7.0M in investments.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $11K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$446K
-52% vs prior year
Spent
$496K
To programs
90%
Net assets
$7.0M
By yearFY2021–FY2025
Revenue
$446K
FY2023▼ -52%
Tap a bar for its year
Revenue by fiscal year
FY2021$720K
FY2022$923K
FY2023$446K
FY2024$425K
FY2025$848K
Expenses
$496K
FY2023▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2021$289K
FY2022$399K
FY2023$496K
FY2024$341K
FY2025$338K
Net assets
$7.0M
FY2023▼ -4%
Tap a bar for its year
Net assets by fiscal year
FY2021$7.5M
FY2022$7.4M
FY2023$7.0M
FY2024$7.5M
FY2025$8.2M

From the FY2023 Form 990 (year ending April 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 2005.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

90 cents of each dollar spent went to programs.

Program services 90% · $448K Management & general 9% · $47K Fundraising 0% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Paul W Chant
Vice-President
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Nina S Perry
Corresponding Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
See Tamworth Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises and contributes money to Tamworth and local charities for public benefit.

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Provided by the organization

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1 program · $448K · in their own filed words · FY2022
01

To preserve and improve the physical properties and the spiritual, intellectual, social, and physical well-being of the inhabitants of tamworth through the distribution of monies to the town of tamworth and local charities and organizations in order to foster and maintain the quality of life in the community as well as the acquisition…

$448Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Fidelity Investments Charitable Gift FundFY2024$11K
Total grants receivedfrom 1 funder$11K
Grants paid · 78 grants · $1.5M · 2020–2024
Tamworth Community Nurse AssocFY2024$103,966
Chocorua Public LibraryNH · FY2024$34,708
Arts Council of TamworthNH · FY2024$22,073
Tamworth History CenterFY2024$19,004
The Bearcamp Center for Sustainable CommunityNH · FY2024$18,000
Tamworth Scholarship Committee INCNH · FY2024$13,445
Union Hall AssociationNH · FY2024$10,000
Chocorua Community ChurchNH · FY2024$8,000
Tamworth Outing Club INCNH · FY2024$8,000
Barnstormers INCNH · FY2024$7,500
Unitarian Universalist FellowshipIN · FY2024$7,094
Green Mountain Conservation GroupNH · FY2024$6,500
Community Food CenterNH · FY2024$6,000
Town of TamworthFY2024$5,000
Friends of Cook Memorial LibraryNH · FY2024$5,000
Chocorua Lake ConservancyNH · FY2024$5,000
Tin Mountain Conservation Center IncorporatedNH · FY2024$2,730
Runnels HallFY2024$2,016
See all 78 grants →

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$446K
Ln 12
Investment incomeLn 3$397K
Gifts and grantsLn 1h$49K
Money outPt IX
$496K
Ln 25
Programscol B$448K
Managementcol C$47K
Fundraisingcol D$2K
Owns and owesPt X
$7.0M
net assets · Ln 32
Cash and savingsLn 1–2$12K
Total assetsLn 16$7.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$49K
Investment incomeLn 3$397K
Gains on assetsLn 7$246K
Total revenueLn 12$446K
Assets in detailPt X, end of year
CashLn 1$5K
SavingsLn 2$7K
Cash and savings togetherLn 1–2$12K
InvestmentsLn 11–13$7.0M
Total assetsLn 16$7.0M
LiabilitiesLn 26$0
Net assetsLn 32$7.0M
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderApril
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$515K$12K
InvestmentsLn 11–13$6.9M$7.0M
Total assetsLn 16$7.4M$7.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$7.4M$7.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$394K$394K
Accounting feesLn 11c$5K$2K$3K
Investment management feesLn 11f$42K$42K
Conferences, conventions and meetingsLn 19$125$125
Other expenses (24a–d)Ln 24$55K$52K$2K$2K
Total functional expensesLn 25$496K$448K$47K$2K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $848K$338K$510K$8.2M 990 PDF
FY2024 $425K$341K$84K$7.5M 990 PDF
FY2023 Viewing $446K$496K−$51K$7.0M 990 PDF
FY2022 $923K$399K$524K$7.4M 990 PDF
FY2021 $720K$289K$431K$7.5M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $445,706 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $611,200$48,906
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $311,834$396,800
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $923,034$445,706
I-13 Grants and similar amounts paidPrior year $327,084$394,059
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $71,772$102,308
I-18 Total expensesPrior year $398,856$496,367
I-19 Revenue less expensesPrior year $524,178−$50,661
Part VI · Governance 6 of 6 board members independent, 3 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $445,706 across 5 lines filed
VIII-1f All other contributions, gifts and grants$48,906
VIII-1h Total contributions, gifts and grants$48,906
VIII-3 Investment incomeExcluded from tax $150,717$150,717
VIII-7 Net gain or loss on sales of assetsExcluded from tax $246,083$246,083
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $396,800$445,706
Part IX · Statement of functional expenses $496,367 across 5 lines filed
IX-1 Grants to domestic organizationsPrograms $394,059$394,059
IX-11c Accounting feesPrograms $1,840 · Management $2,760$4,600
IX-11f Investment management feesManagement $42,398$42,398
IX-19 Conferences, conventions and meetingsManagement $125$125
IX-24 Other expenses (24a–d)Programs $51,800 · Management $1,729 · Fundraising $1,656$55,185
IX-25 Total functional expensesPrograms $447,699 · Management $47,012 · Fundraising $1,656$496,367
Part X · Balance sheet $7,043,592 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $61,168$5,288
X-2 Savings and temporary cash investmentsStart of year $454,181$6,530
X-11 Publicly traded securitiesStart of year $6,853,414$7,031,774
X-16 Total assetsStart of year $7,368,763$7,043,592
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $2,725,663$2,556,620
X-28 Net assets with donor restrictionsStart of year $4,643,100$4,486,972
X-32 Total net assets or fund balancesStart of year $7,368,763$7,043,592
X-33 Total liabilities and net assetsStart of year $7,368,763$7,043,592
Part XI · Reconciliation of net assets $7,043,592 net assets at year end
XI-1 Total revenue$445,706
XI-2 Total expenses$496,367
XI-3 Revenue less expenses−$50,661
XI-4 Net assets at start of year$7,368,763
XI-5 Net unrealized gains (losses) on investments−$274,510
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$7,043,592

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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