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Old Fort Western Fund

Tax-deductible

Augusta, ME501(c)(3)Arts & Culture EIN 22-2546922Revenue $125K in FY2025Latest return filed Jan 13, 2026

On file with the IRSoldfortwestern.org16 Cony St, 04330-5200 · Augusta, METax-exempt since Nov 1985Supporting organization — 509(a)(3)

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To preserve, protect and interpret the 1754 national historic landmark Fort, store, house and tenement on the kennebec river in maine's capitol city, and to educate the public to its history.

501(c)(3) charity; gifts are tax-deductible.
73¢ of each $1 spent went to programs.
Run by 18 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
2 of 5
filings with a surplus
Average surplus $16K a year · 14% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
73%
of spending
Fine: 73% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Plus $325K in investments, Pt X · Ln 11–13
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$26K
7% of total assets
Looks good: liabilities are 7% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$125K
+47% vs prior year
Spent
$120K
To programs
73%
Net assets
$350K
By yearFY2020–FY2025
Revenue
$125K
FY2025▲ +47%
Tap a bar for its year
Revenue by fiscal year
FY2020$199K
FY2021$55K
FY2022$102K
FY2023$91K
FY2024$85K
FY2025$125K
Expenses
$120K
FY2025▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$83K
FY2021$66K
FY2022$107K
FY2023Not on file
FY2024$111K
FY2025$120K
Net assets
$350K
FY2025▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$379K
FY2021$452K
FY2022$356K
FY2023$359K
FY2024$330K
FY2025$350K

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1985.

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

Where the money goes

73 cents of each dollar spent went to programs.

Program services 73% · $88K Management & general 23% · $27K Fundraising 4% · $5K

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

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Linda Novak
Program Dire
$0Pt VII · Sec A
$0Pt VII · Sec A
Michael Hall
Treasurer
$0Pt VII · Sec A
Leon Cranmer
Director
$0Pt VII · Sec A
Dan Mitchell
Director
$0Pt VII · Sec A
Darek Grant
Vice-Chair
$0Pt VII · Sec A
Glee Ballard
Director
$0Pt VII · Sec A
Ruth Ballard
Director
$0Pt VII · Sec A
See Old Fort Western Fund 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Preserves, protects, and interprets a historic fort and its buildings, educating the public about its history.

Questions for Old Fort Western Fund

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Your first name shows with your question. Old Fort Western Fund answers here, for everyone.

2 programs · $88K · in their own filed words · FY2024
01

Old fort western fund conducts educational programs at a certified historical landmark that includes programs and tours.

$61Kprogram expense
02

Maintenance and preservation of collections and buildings at old fort western.

$27Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$125K
Ln 12
Fees for servicesLn 2g$72K
Investment incomeLn 3$19K
Gifts and grantsLn 1h$18K
Money outPt IX
$120K
Ln 25
Programscol B$88K
Managementcol C$27K
Fundraisingcol D$5K
Owns and owesPt X
$350K
net assets · Ln 32
Cash and savingsLn 1–2$11K
Total assetsLn 16$376K
LiabilitiesLn 26$26K
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$18K
Noncash giftsLn 1g$7K
Fees for servicesLn 2g$72K
Investment incomeLn 3$19K
Other incomeLn 4–11$16K
Gains on assetsLn 7$13K
Total revenueLn 12$125K
Assets in detailPt X, end of year
CashLn 1$11K
Cash and savings togetherLn 1–2$11K
InvestmentsLn 11–13$325K
Total assetsLn 16$376K
LiabilitiesLn 26$26K
Net assetsLn 32$350K
OperationsPt I, VI
EmployeesI 50
VolunteersI 618
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3More from this return
EndowmentSch D · Pt V
LineFY25FY24FY23FY22
End of yearLn 1g$325K$342K$333K$328K
Given inLn 1b$8K
SpentLn 1d–1f$58K$32K$26K$16K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$56K$11K
InvestmentsLn 11–13$342K$325K
Total assetsLn 16$430K$376K
LiabilitiesLn 26$100K$26K
Net assetsLn 32$330K$350K
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$2K$2K
Other fees for servicesLn 11g$84K$71K$13K
Office expensesLn 13$343$343
TravelLn 17$207$207
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$24K$14K$5K$5K
All other expensesLn 24e$4K$264$3K
Total functional expensesLn 25$120K$88K$27K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest ViewingFiled with the IRS Jan 13, 2026 $125K$120K$5K$350K 990 PDF
FY2024Filed with the IRS May 15, 2025 $85K$111K−$25K$330K 990 PDF
FY2023Filed with the IRS Feb 29, 2024 $91K$359K 990 PDF
FY2022Filed with the IRS Mar 6, 2023 $102K$107K−$5K$356K 990 PDF
FY2021Filed with the IRS May 13, 2022 $55K$66K−$10K$452K 990 PDF
FY2020Filed with the IRS Mar 17, 2021 $199K$83K$116K$379K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2025 990 (6 parts)
Part I · Summary $125,295 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,209$18,027
I-9 Program service revenuePrior year $49,281$71,920
I-10 Investment incomePrior year $13,344$19,351
I-11 Other revenuePrior year $14,440$15,997
I-12 Total revenuePrior year $85,274$125,295
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 $110,589$119,958
I-18 Total expensesPrior year $110,589$119,958
I-19 Revenue less expensesPrior year −$25,315$5,337
Part VI · Governance 9 of 9 board members independent, 5 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $125,295 across 9 lines filed
Lines not itemized here account for $13,862 of total revenue; see the IRS return.
VIII-1b Membership dues$300
VIII-1f All other contributions, gifts and grants$17,727
VIII-1g Noncash contributions (included above)$7,381
VIII-1h Total contributions, gifts and grants$18,027
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $71,920$71,920
VIII-3 Investment incomeExcluded from tax $6,649$6,649
VIII-7 Net gain or loss on sales of assetsExcluded from tax $12,702$12,702
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,135$2,135
VIII-12 Total revenueRelated to mission $85,782 · Excluded from tax $21,486$125,295
Part IX · Statement of functional expenses $119,958 across 8 lines filed
IX-11c Accounting feesManagement $2,050$2,050
IX-11f Investment management feesManagement $2,478$2,478
IX-11g Other fees for servicesPrograms $70,786 · Management $13,474$84,260
IX-13 Office expensesManagement $343$343
IX-17 TravelManagement $207$207
IX-23 InsurancePrograms $2,702$2,702
IX-24 Other expenses (24a–d)Programs $13,880 · Management $5,265 · Fundraising $5,126$24,271
IX-24e All other expensesPrograms $264 · Management $3,383$3,647
IX-25 Total functional expensesPrograms $87,632 · Management $27,200 · Fundraising $5,126$119,958
Part X · Balance sheet $375,616 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $56,487$10,875
X-4 Accounts receivable$77
X-8 Inventories for sale or useStart of year $31,350$39,416
X-11 Publicly traded securitiesStart of year $342,477$325,248
X-16 Total assetsStart of year $430,314$375,616
X-17 Accounts payable and accrued expensesStart of year $100,447$25,980
X-26 Total liabilitiesStart of year $100,447$25,980
X-27 Net assets without donor restrictionsStart of year $329,867$349,636
X-32 Total net assets or fund balancesStart of year $329,867$349,636
X-33 Total liabilities and net assetsStart of year $430,314$375,616
Part XI · Reconciliation of net assets $349,636 net assets at year end
XI-1 Total revenue$125,295
XI-2 Total expenses$119,958
XI-3 Revenue less expenses$5,337
XI-4 Net assets at start of year$329,867
XI-5 Net unrealized gains (losses) on investments$14,432
XI-10 Net assets at end of year$349,636

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

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