The mission of the Caumsett Foundation Incorporated is to support and enhance Caumsett historic state park as a unique historic entity the Foundation is dedicated to education, low-impact recreation, historic and environmental preservation, and conservation of the scenic value, natural heritage and cultural history of the site.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
Run by 17 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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
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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $488K a year · 52% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
4 mo
of spending, in cash
Plus $2.8M in investments, Pt X · Ln 11–13
Looks good: 4.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
20
named funders · $293K
Looks good: 20 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$92K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-2% vs prior year
Spent
$669K
To programs
78%
Net assets
$5.2M
By yearFY2019–FY2024
Revenue
$1.1M
FY2024▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2019$684K
FY2020$1.2M
FY2021$890K
FY2022$579K
FY2023$1.1M
FY2024$1.1M
Expenses
$669K
FY2024▲ +37%
Tap a bar for its year
Expenses by fiscal year
FY2019$528K
FY2020$309K
FY2021$261K
FY2022$396K
FY2023$488K
FY2024$669K
Net assets
$5.2M
FY2024▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2019$2.4M
FY2020$3.3M
FY2021$3.9M
FY2022$4.1M
FY2023$4.8M
FY2024$5.2M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1998.

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

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $522K Management & general 18% · $118K Fundraising 4% · $29K

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

Something off? Claim to add context

Who runs it and what they're paid

17 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Caumsett Foundation Incorporated executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Preserves and enhances a historic park for education, recreation, and conservation.

Questions for Caumsett Foundation Incorporated

Tap to ask. Caumsett Foundation Incorporated sees how many people are interested.

Your first name shows with your question. Caumsett Foundation Incorporated answers here, for everyone.

Provided by the organization

Know this org? Add your story

3 programs · $522K · in their own filed words · FY2024
01

Education & Recreation

Provides low-impact recreation as well as educational programs and newsletters that promote and preserve the natural heritage and cultural history of the park.

$203Kprogram expense
02

Building Preservation

Provides maintenance and improvements to the caumsett buildings.

$171Kprogram expense
03

Land and Environment Conservation

Provides conservation, maintenance and improvements to the park landscape and its gardens.

$148Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
See all 20 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$682K
Investment incomeLn 3$227K
Other incomeLn 4–11$216K
Money outPt IX
$669K
Ln 25
Programscol B$522K
Managementcol C$118K
Fundraisingcol D$29K
Owns and owesPt X
$5.2M
net assets · Ln 32
Cash and savingsLn 1–2$234K
Total assetsLn 16$5.3M
LiabilitiesLn 26$92K
PeoplePt VI, VII
17
listed · VII A
PaidVII A0
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$682K
Government grantsLn 1e$28K
Fundraising eventsLn 1c$46K
Investment incomeLn 3$227K
Other incomeLn 4–11$216K
Gains on assetsLn 7$0
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$213K
SavingsLn 2$21K
Cash and savings togetherLn 1–2$234K
InvestmentsLn 11–13$2.8M
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$0
Total assetsLn 16$5.3M
LiabilitiesLn 26$92K
Net assetsLn 32$5.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$243K$234K
InvestmentsLn 11–13$2.5M$2.8M
Land, buildings, equipmentLn 10c$2.1M$2.3M
Total assetsLn 16$4.8M$5.3M
LiabilitiesLn 26$62K$92K
Net assetsLn 32$4.8M$5.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$32K$32K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$961$961
Payroll taxesLn 10$2K$2K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$25K$25K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$25K$25K
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$21K$19K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$153K$151K$2K
InsuranceLn 23$13K$8K$5K
Other expenses (24a–d)Ln 24$289K$269K$838$19K
All other expensesLn 24e$108K$94K$7K$8K
Total functional expensesLn 25$669K$522K$118K$29K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.1M$669K$455K$5.2M 990 PDF
FY2023 $1.1M$488K$661K$4.8M 990 PDF
FY2022 $579K$396K$183K$4.1M 990 PDF
FY2021 $890K$261K$629K$3.9M 990 PDF
FY2020 $1.2M$309K$846K$3.3M 990 PDF
FY2019 $684K$528K$156K$2.4M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,124,585 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $714,815$681,580
I-9 Program service revenue$0
I-10 Investment incomePrior year $242,813$226,836
I-11 Other revenuePrior year $191,830$216,169
I-12 Total revenuePrior year $1,149,458$1,124,585
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$34,912
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $488,372$634,196
I-18 Total expensesPrior year $488,372$669,108
I-19 Revenue less expensesPrior year $661,086$455,477
Part VI · Governance 17 of 17 board members independent, 1 to look at
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
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
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,124,585 across 11 lines filed
VIII-1b Membership dues$69,356
VIII-1c Fundraising events$46,382
VIII-1e Government grants$27,750
VIII-1f All other contributions, gifts and grants$538,092
VIII-1h Total contributions, gifts and grants$681,580
VIII-3 Investment incomeExcluded from tax $226,836$226,836
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $257,420$257,420
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events−$41,251
VIII-12 Total revenueExcluded from tax $484,256$1,124,585
Part IX · Statement of functional expenses $669,108 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesManagement $31,538$31,538
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsManagement $961$961
IX-10 Payroll taxesManagement $2,413$2,413
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting feesManagement $24,600$24,600
IX-11d Lobbying fees$0
IX-11f Investment management feesManagement $25,355$25,355
IX-12 Advertising and promotion$0
IX-13 Office expensesManagement $18,601 · Fundraising $2,339$20,940
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $151,274 · Management $1,528$152,802
IX-23 InsurancePrograms $7,803 · Management $5,202$13,005
IX-24 Other expenses (24a–d)Programs $269,271 · Management $838 · Fundraising $18,889$288,998
IX-24e All other expensesPrograms $94,116 · Management $6,791 · Fundraising $7,589$108,496
IX-25 Total functional expensesPrograms $522,464 · Management $117,827 · Fundraising $28,817$669,108
Part X · Balance sheet $5,315,117 assets, 20 lines filed
X-1 Cash, non-interest-bearingStart of year $222,140$213,460
X-2 Savings and temporary cash investmentsStart of year $20,957$20,964
X-3 Pledges and grants receivable$8,109
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $4,246$3,534
X-10c Land, buildings and equipment, netStart of year $2,107,419$2,288,415
X-11 Publicly traded securitiesStart of year $2,475,167$2,780,635
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assets$0
X-16 Total assetsStart of year $4,829,929$5,315,117
X-17 Accounts payable and accrued expensesStart of year $37,132$49,506
X-19 Deferred revenueStart of year $3,775$20,417
X-25 Other liabilitiesStart of year $21,005$21,700
X-26 Total liabilitiesStart of year $61,912$91,623
X-27 Net assets without donor restrictionsStart of year $4,768,017$5,223,494
X-32 Total net assets or fund balancesStart of year $4,768,017$5,223,494
X-33 Total liabilities and net assetsStart of year $4,829,929$5,315,117
Part XI · Reconciliation of net assets $5,223,494 net assets at year end
XI-1 Total revenue$1,124,585
XI-2 Total expenses$669,108
XI-3 Revenue less expenses$455,477
XI-4 Net assets at start of year$4,768,017
XI-10 Net assets at end of year$5,223,494

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

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.