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Otis Preservation Trust INC

Tax-deductible

Otis, MA501(c)(3)Since 2019Foundations & GrantmakersEIN 84-2925875Revenue $73K in FY2025

On file with the IRSotispreservationtrust.org48 N Main Rd, 01253-6908 · Otis, MATax-exempt since Sep 2022Publicly supported charity — 170(b)(1)(A)(vi)

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To raise funds in support of the Otis historic commission to restore and repurpose otis' historic properties

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

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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
4 of 6
filings with a surplus
Average surplus $3K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $50K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7K
20% of total assets
Looks good: liabilities are 20% of assets; 50% or less.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$73K
+182% vs prior year
Spent
$140K
To programs
91%
Net assets
$28K
By yearFY2020–FY2025
Revenue
$73K
FY2025▲ +182%
Tap a bar for its year
Revenue by fiscal year
FY2020$0
FY2021$86K
FY2022$235K
FY2023$100K
FY2024$26K
FY2025$73K
Expenses
$140K
FY2025▼ -31%
Tap a bar for its year
Expenses by fiscal year
FY2020$0
FY2021$5K
FY2022$60K
FY2023$95K
FY2024$202K
FY2025$140K
Net assets
$28K
FY2025▼ -70%
Tap a bar for its year
Net assets by fiscal year
FY2020$0
FY2021$88K
FY2022$262K
FY2023$269K
FY2024$92K
FY2025$28K

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2022.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $127K Management & general 9% · $13K Fundraising 0% · $532

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Tricia Smith
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Otis Preservation Trust INC 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 funds to restore and repurpose historic properties.

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Provided by the organization

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1 program · $127K · in their own filed words · FY2024
01

See schedule ofrom 2024-2025, the otis preservation trust (opt) held 7 events that were a part of the notice otis" series. Beginning in february 2024, an event featuring the opening of a nearby cafe, the roadside cafe, was attended by people who were anxious for the cafe to open.

$127Kprogram 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
Jane and Jack Fitzpatrick TrFY2024$50K
Total grants receivedfrom 1 funder$50K
Grants paid · 3 grants · $383K · 2022–2024
Town of OtisFY2024$127,019
Town of OtisFY2023$188,468
Town of OtisFY2022$68,000

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$73K
Ln 12
Gifts and grantsLn 1h$73K
Money outPt IX
$140K
Ln 25
Programscol B$127K
Managementcol C$13K
Fundraisingcol D$532
Owns and owesPt X
$28K
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$35K
LiabilitiesLn 26$7K
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$73K
Gains on assetsLn 7−$6
Total revenueLn 12$73K
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
InvestmentsLn 11–13$14K
Total assetsLn 16$35K
LiabilitiesLn 26$7K
Net assetsLn 32$28K
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$77K$16K
InvestmentsLn 11–13$11K$14K
Total assetsLn 16$92K$35K
LiabilitiesLn 26$0$7K
Net assetsLn 32$92K$28K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$127K$127K
Accounting feesLn 11c$7K$7K
Investment management feesLn 11f$175$175
Advertising and promotionLn 12$150$96$54
Office expensesLn 13$478$478
InsuranceLn 23$698$698
Other expenses (24a–d)Ln 24$5K$5K
Total functional expensesLn 25$140K$127K$13K$532

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $73K$140K−$68K$28K 990 PDF
FY2024 $26K$202K−$177K$92K 990 PDF
FY2023 $100K$95K$5K$269K 990 PDF
FY2022 $235K$60K$174K$262K 990 PDF
FY2021 $86K$5K$82K$88K 990 PDF
FY2020 $0$0$0$0 990 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 FY2025 990 (6 parts)
Part I · Summary $72,814 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $25,833$72,820
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year −$4−$6
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $25,829$72,814
I-13 Grants and similar amounts paidPrior year $188,468$127,019
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 $13,909$13,322
I-18 Total expensesPrior year $202,377$140,341
I-19 Revenue less expensesPrior year −$176,548−$67,527
Part VI · Governance 5 of 5 board members independent, 2 to look at
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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
VI-13 Written whistleblower policyYes
Part VIII · Statement of revenue $72,814 across 4 lines filed
VIII-1f All other contributions, gifts and grants$72,820
VIII-1h Total contributions, gifts and grants$72,820
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$6−$6
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax −$6$72,814
Part IX · Statement of functional expenses $140,341 across 7 lines filed
IX-1 Grants to domestic organizationsPrograms $127,019$127,019
IX-11c Accounting feesManagement $7,000$7,000
IX-11f Investment management feesManagement $175$175
IX-12 Advertising and promotionManagement $96 · Fundraising $54$150
IX-13 Office expensesFundraising $478$478
IX-23 InsuranceManagement $698$698
IX-24 Other expenses (24a–d)Management $4,821$4,821
IX-25 Total functional expensesPrograms $127,019 · Management $12,790 · Fundraising $532$140,341
Part X · Balance sheet $34,797 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $77,142$15,533
X-4 Accounts receivableStart of year $0$1,000
X-9 Prepaid expenses and deferred chargesStart of year $3,745$4,007
X-11 Publicly traded securitiesStart of year $10,999$14,257
X-16 Total assetsStart of year $91,886$34,797
X-17 Accounts payable and accrued expensesStart of year $0$7,000
X-26 Total liabilitiesStart of year $0$7,000
X-27 Net assets without donor restrictionsStart of year $91,886$27,797
X-32 Total net assets or fund balancesStart of year $91,886$27,797
X-33 Total liabilities and net assetsStart of year $91,886$34,797
Part XI · Reconciliation of net assets $27,797 net assets at year end
XI-1 Total revenue$72,814
XI-2 Total expenses$140,341
XI-3 Revenue less expenses−$67,527
XI-4 Net assets at start of year$91,886
XI-5 Net unrealized gains (losses) on investments$3,438
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$27,797

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

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