Monadnock Trust: Nonprofit Profile, Financials & Form 990 (EIN 04-6066555)

Revenue by fiscal year
FY2020	$392K
FY2021	$41K
FY2022	$66K
FY2023	$42K
FY2024	$86K
FY2025	$23K

Expenses by fiscal year
FY2020	$15K
FY2021	$31K
FY2022	$6K
FY2023	$15K
FY2024	$8K
FY2025	$7K

Net assets by fiscal year
FY2020	$1.8M
FY2021	$1.8M
FY2022	$1.9M
FY2023	$1.9M
FY2024	$2.0M
FY2025	$2.0M

Is it real?

Yes. Exemption reinstated. Listed in IRS Pub. 78 (as of October 2026). Latest filing on record: FY2025. IRS ruling in Apr 1966.

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

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $7K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation

Jay Drake

Trustee

$0Pt VII · Sec A

Neil Erickson

Trustee

$0Pt VII · Sec A

See Monadnock Trust executive salaries →

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 15aYes

Programs and updates

Provides environmental education and personal growth through summer camps and real estate facilities for youth.

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1 program · $7K · in their own filed words · FY2025

01

The organization is an exempt organization under 26 usc 501(c)(3). The organization made its real estate available to groups and organizations for summer camp, educational and recreational purposes.

$7Kprogram 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

Community Foundation of North Central Massachusetts INCFY2024$83K

Total grants receivedfrom 1 funder$83K

Grants paid · 1 grant · $15K · 2020–2020

Monadnock Trust INCMA · FY2020$15,000

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$23K

Ln 12

Gifts and grantsLn 1h$20K

Investment incomeLn 3$13K

Money outPt IX

$7K

Ln 25

Programscol B$7K

Owns and owesPt X

$2.0M

net assets · Ln 32

Cash and savingsLn 1–2$106K

Total assetsLn 16$2.0M

LiabilitiesLn 26$0

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a2

IndependentVI 1b2

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$20K

Investment incomeLn 3$13K

Gains on assetsLn 7$1K

Total revenueLn 12$23K

Assets in detailPt X, end of year

CashLn 1$73K

SavingsLn 2$33K

Cash and savings togetherLn 1–2$106K

Land, buildings, equipmentLn 10c$1.5M

InvestmentsLn 11–13$385K

Total assetsLn 16$2.0M

LiabilitiesLn 26$0

Net assetsLn 32$2.0M

OperationsPt I, VI

EmployeesI 50

Fiscal year endsHeaderDecember

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

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$102K	$106K
InvestmentsLn 11–13	$379K	$385K
Land, buildings, equipmentLn 10c	$1.5M	$1.5M
Total assetsLn 16	$2.0M	$2.0M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$2.0M	$2.0M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Accounting feesLn 11c	$1K	$1K
Investment management feesLn 11f	$4K	$4K
Other expenses (24a–d)Ln 24	$1K	$1K
Total functional expensesLn 25	$7K	$7K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest ViewingFiled with the IRS Jun 5, 2026	$23K	$7K	$16K	$2.0M	990 PDF
FY2024Filed with the IRS May 15, 2025	$86K	$8K	$78K	$2.0M	990 PDF
FY2023Filed with the IRS May 13, 2024	$42K	$15K	$27K	$1.9M	990 PDF
FY2022Filed with the IRS May 9, 2023	$66K	$6K	$59K	$1.9M	990 PDF
FY2021Filed with the IRS May 10, 2022	$41K	$31K	$11K	$1.8M	990 PDF
FY2020Filed with the IRS Oct 15, 2021	$392K	$15K	$377K	$1.8M	990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments O · Explanations

See the full FY2025 990

Part I · Summary $22,735 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $56,037$20,350

I-9 Program service revenue$0

I-10 Investment incomePrior year $29,614$13,171

I-11 Other revenuePrior year −$15−$10,786

I-12 Total revenuePrior year $85,636$22,735

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $8,039$6,932

I-18 Total expensesPrior year $8,039$6,932

I-19 Revenue less expensesPrior year $77,597$15,803

Part VI · Governance 2 of 2 board members independent, 2 to look at

VI-1a Voting members of the governing body2

VI-1b Independent voting members2

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

VI-15a Process for setting top official's payYes

Part VIII · Statement of revenue $22,735 across 6 lines filed

VIII-1f All other contributions, gifts and grants$20,350

VIII-1h Total contributions, gifts and grants$20,350

VIII-3 Investment incomeExcluded from tax $11,851$11,851

VIII-6 Net rental income or lossRelated to mission −$10,786−$10,786

VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,320$1,320

VIII-12 Total revenueRelated to mission −$10,786 · Excluded from tax $13,171$22,735

Part IX · Statement of functional expenses $6,932 across 3 lines filed

IX-11c Accounting feesPrograms $1,200$1,200

IX-11f Investment management feesPrograms $4,322$4,322

IX-24 Other expenses (24a–d)Programs $1,410$1,410

IX-25 Total functional expensesPrograms $6,932 · Management $0 · Fundraising $0$6,932

Part X · Balance sheet $2,007,107 assets, 10 lines filed

X-1 Cash, non-interest-bearingStart of year $71,497$73,181

X-2 Savings and temporary cash investmentsStart of year $30,068$32,749

X-10c Land, buildings and equipment, netStart of year $1,510,967$1,516,244

X-11 Publicly traded securitiesStart of year $378,772$384,933

X-16 Total assetsStart of year $1,991,304$2,007,107

X-26 Total liabilitiesStart of year $0$0

X-29 Capital stock or trust principalStart of year $1,886,580$1,886,580

X-31 Retained earnings or endowmentStart of year $104,724$120,527

X-32 Total net assets or fund balancesStart of year $1,991,304$2,007,107

X-33 Total liabilities and net assetsStart of year $1,991,304$2,007,107

Part XI · Reconciliation of net assets $2,007,107 net assets at year end

XI-1 Total revenue$22,735

XI-2 Total expenses$6,932

XI-3 Revenue less expenses$15,803

XI-4 Net assets at start of year$1,991,304

XI-10 Net assets at end of year$2,007,107

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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