Monadnock Trust FY2024 filing

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The organization's mission is environmental education and personal growth for youth in the area. IT makes available to youth real estate and summer camp facilities in gardner and ashburnham massachusetts.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-6066555) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
IRS Pub. 78
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $95K a year · 87% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
100%
of spending
100% of spending went to programs.
Pt IX · Ln 25 · col B
151.6 mo
of spending, in cash
Plus $379K in investments, Pt X · Ln 11–13
151.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $83K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
3
of 3 voting members
3 of 3 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$86K
+103% vs prior year
Spent
$8K
To programs
100%
Net assets
$2.0M
By yearFY2020–FY2025
Revenue
$86K
FY2024▲ +103%
Tap a bar for its year
Revenue by fiscal year
FY2020$392K
FY2021$41K
FY2022$66K
FY2023$42K
FY2024$86K
FY2025$23K
Expenses
$8K
FY2024▼ -46%
Tap a bar for its year
Expenses by fiscal year
FY2020$15K
FY2021$31K
FY2022$6K
FY2023$15K
FY2024$8K
FY2025$7K
Net assets
$2.0M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.8M
FY2021$1.8M
FY2022$1.9M
FY2023$1.9M
FY2024$2.0M
FY2025$2.0M

From the FY2024 Form 990 · see the original

You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

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.

Program services 100% · $8K

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

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$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 · $8K · in their own filed words · FY2024
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.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-6066555) · Dispute this line
$8Kprogram 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
Total grants receivedfrom 1 funder$83K
Grants paid · 1 grant · $15K · 2020–2020
Monadnock Trust INCMA · FY2020$15,000

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$86K
Ln 12
Gifts and grantsLn 1h$56K
Other incomeLn 4–11$20K
Investment incomeLn 3$10K
Money outPt IX
$8K
Ln 25
Programscol B$8K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$102K
Total assetsLn 16$2.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$56K
Investment incomeLn 3$10K
Other incomeLn 4–11$20K
Gains on assetsLn 7$20K
Total revenueLn 12$86K
Assets in detailPt X, end of year
CashLn 1$71K
SavingsLn 2$30K
Cash and savings togetherLn 1–2$102K
Land, buildings, equipmentLn 10c$1.5M
InvestmentsLn 11–13$379K
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
LineStart FY24End FY24
Cash and savingsLn 1–2$101K$102K
InvestmentsLn 11–13$373K$379K
Land, buildings, equipmentLn 10c$1.4M$1.5M
Total assetsLn 16$1.9M$2.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.9M$2.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$4K$4K
Office expensesLn 13$747$747
Other expenses (24a–d)Ln 24$2K$2K
All other expensesLn 24e$51$51
Total functional expensesLn 25$8K$8K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jun 5, 2026 $23K$7K$16K$2.0M 990 PDF
FY2024 ViewingFiled 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 I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $85,636 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $57,480$56,037
I-9 Program service revenue$0
I-10 Investment incomePrior year −$1,587$29,614
I-11 Other revenuePrior year −$13,793−$15
I-12 Total revenuePrior year $42,100$85,636
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 $14,973$8,039
I-18 Total expensesPrior year $14,973$8,039
I-19 Revenue less expensesPrior year $27,127$77,597
Part VI · Governance 3 of 3 board members independent, 2 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
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 $85,636 across 6 lines filed
VIII-1f All other contributions, gifts and grants$56,037
VIII-1h Total contributions, gifts and grants$56,037
VIII-3 Investment incomeExcluded from tax $9,603$9,603
VIII-6 Net rental income or lossRelated to mission −$15−$15
VIII-7 Net gain or loss on sales of assetsExcluded from tax $20,011$20,011
VIII-12 Total revenueRelated to mission −$15 · Excluded from tax $29,614$85,636
Part IX · Statement of functional expenses $8,039 across 5 lines filed
IX-11c Accounting feesPrograms $1,200$1,200
IX-11f Investment management feesPrograms $4,310$4,310
IX-13 Office expensesPrograms $747$747
IX-24 Other expenses (24a–d)Programs $1,731$1,731
IX-24e All other expensesPrograms $51$51
IX-25 Total functional expensesPrograms $8,039 · Management $0 · Fundraising $0$8,039
Part X · Balance sheet $1,991,304 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $90,163$71,497
X-2 Savings and temporary cash investmentsStart of year $10,866$30,068
X-10c Land, buildings and equipment, netStart of year $1,440,000$1,510,967
X-11 Publicly traded securitiesStart of year $372,678$378,772
X-16 Total assetsStart of year $1,913,707$1,991,304
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 $27,127$104,724
X-32 Total net assets or fund balancesStart of year $1,913,707$1,991,304
X-33 Total liabilities and net assetsStart of year $1,913,707$1,991,304
Part XI · Reconciliation of net assets $1,991,304 net assets at year end
XI-1 Total revenue$85,636
XI-2 Total expenses$8,039
XI-3 Revenue less expenses$77,597
XI-4 Net assets at start of year$1,913,707
XI-10 Net assets at end of year$1,991,304

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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