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Nonprofiteer
← TAMWORTH FOUNDATION

Form 990 for tax year 2023

Filed by TAMWORTH FOUNDATION.

Totals

Total revenue
$425,417
Total expenses
$341,106
Contributions and grants received
$31,932
Grants paid
$286,370
Program service revenue
$0
Investment income
$393,485
Other revenue
$0
Total assets, end of year
$7,521,005
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,521,005
Program services expenses (Part IX)
$294,040
Management and general expenses
$46,418
Fundraising expenses
$648
Program service expenses (Part III)
$294,040

Program services were 86.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $31,932

  • 3 · Investment income

    total $172,229 · excluded $172,229

  • 7a · Gross sales of assets other than inventory

    securities $2,087,926

  • 7b · Less cost or other basis and sales expenses

    securities $1,866,670

  • 7c · Gain or loss

    securities $221,256

  • 7d · Net gain or loss

    total $221,256 · excluded $221,256

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $286,370 · program services $286,370

  • 11c · Fees: accounting

    total $2,870 · management and general $2,870

  • 11f · Fees: investment management

    total $42,638 · management and general $42,638

  • 13 · Office expenses

    total $75 · management and general $75

  • 19 · Conferences, conventions and meetings

    total $175 · management and general $175

  • 24a · Other expenses: TOWN RECORDS ARCHIVING

    total $4,078 · program services $4,078

  • 24b · Other expenses: WEBSITE

    total $2,944 · program services $2,944

  • 24c · Other expenses: PRINTING AND SUPPLIES

    total $1,005 · program services $335 · management and general $335 · fundraising $335

  • 24d · Other expenses: POSTAGE

    total $939 · program services $313 · management and general $313 · fundraising $313

  • 24e · All other expenses

    total $12 · management and general $12

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,288 · end of year $23,363

  • 2 · Savings and temporary cash investments

    beginning of year $6,530 · end of year $2,441

  • 11 · Investments: publicly traded securities

    beginning of year $7,031,774 · end of year $7,495,201

  • 27 · Net assets without donor restrictions

    beginning of year $2,556,620 · end of year $2,758,012

  • 28 · Net assets with donor restrictions

    beginning of year $4,486,972 · end of year $4,762,993

Mission and programs · 2023

Mission

THE ORGANIZATION'S PURPOSE IS TO PRESERVE AND IMPROVE THE PHYSICAL PROPERTIES OF THE SPIRITUAL, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL-BEING OF THE INHABITANTS OF THE TOWN OF TAMWORTH THROUGH THE ACQUISTION, MANAGEMENT, AND DISPOSITION OF PROPERTIES TO THAT END.

Activities or mission (Part I)

TO RAISE AND CONTRIBUTE MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS FOR PUBLIC PURPOSES.

  • TO PRESERVE AND IMPROVE THE PHYSICAL PROPERTIES AND THE SPIRITUAL, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL-BEING OF THE INHABITANTS OF TAMWORTH THROUGH THE DISTRIBUTION OF MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS IN ORDER TO FOSTER AND MAINTAIN THE QUALITY OF LIFE IN THE COMMUNITY AS WELL AS THE ACQUISITION, MANAGEMENT, AND DISPOSITION OF PROPERTIES TO THAT END.

    Expenses $294,040 · Grants $286,370

As filed on the 2023 return.

Listed in Part VII

  • Gail G Marrone

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Paul W Chant

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • David M Little

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Annie Provenzano

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Nina S Perry

    CORRESPONDING SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • George M Cleveland

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
12 September 2024
IRS schema version
2023v5.1
Source object
202442579349301609

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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