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← ORDER OF THE FOUNDERS & PATRIOTS OF AMERICA

Form 990 for tax year 2025

Filed by ORDER OF THE FOUNDERS & PATRIOTS OF AMERICA.

Totals

Total revenue
$155,365
Total expenses
$114,940
Contributions and grants received
$64,222
Grants paid
$42,139
Program service revenue
$42,951
Investment income
$48,337
Other revenue
-$145
Total assets, end of year
$1,450,960
Total liabilities, end of year
$38,345
Net assets or fund balances, end of year
$1,412,615
Program services expenses (Part IX)
$113,046
Management and general expenses
$1,894
Fundraising expenses
$0
Program service expenses (Part III)
$113,046

Program services were 98.4% 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.

  • 1b · Membership dues

    $36,105

  • 1f · All other contributions, gifts and grants

    $28,117

  • 2a · Program service revenue: MEETINGS

    total $42,951 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $48,337 · unrelated business $0 · excluded $48,337

  • 10a · Gross sales of inventory

    $13,448

  • 10b · Cost of goods sold

    $13,593

  • 10c · Net income from sales of inventory

    total -$145 · related or exempt -$145

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $42,139 · program services $42,139

  • 5 · Compensation of officers, directors and key employees

    total $3,050 · program services $3,050 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $1,000 · program services $0 · management and general $1,000 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $2,788 · program services $2,788 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $45,209 · program services $45,209 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $894 · program services $0 · management and general $894 · fundraising $0

  • 24a · Other expenses: WEBSITE

    total $1,638 · program services $1,638 · management and general $0 · fundraising $0

  • 24b · Other expenses: PUBLICATIONS

    total $10,039 · program services $10,039 · management and general $0 · fundraising $0

  • 24c · Other expenses: PRINTING & COPYING

    total $487 · program services $487 · management and general $0 · fundraising $0

  • 24d · Other expenses: MEMBER COMMUNICATIONS

    total $1,133 · program services $1,133 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $6,563 · program services $6,563 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $151,395 · end of year $152,031

  • 8 · Inventories for sale or use

    beginning of year $42,028 · end of year $47,715

  • 11 · Investments: publicly traded securities

    beginning of year $1,061,710 · end of year $1,251,214

  • 25 · Other liabilities

    beginning of year $38,156 · end of year $38,345

  • 27 · Net assets without donor restrictions

    beginning of year $106,268 · end of year $128,018

  • 28 · Net assets with donor restrictions

    beginning of year $1,110,709 · end of year $1,284,597

Mission and programs · 2025

Mission

THE ORDER OF THE FOUNDERS AND PATRIOTS OF AMERICA (THE ORDER) HAS THE OBJECTIVE OF PROMOTING EDUCATIONAL, HISTORICAL AND PATRIOTIC PROGRAMS FOCUSED ON THE FOUNDERS OF OUR COUNTRY (THE EARLIEST COLONIAL SETTLERS, STARTING WITH THE FOUNDING OF JAMESTOWN IN MAY 1607 AND FOR A PERIOD OF 50 YEARS THEREAFTER) AND THE PATRIOTS WHO ADHERED TO THE CAUSE OF INDEPENDENCE DURING THE AMERICAN REVOLUTION. IN PARTICULAR, THE ORDER SEEKS TO DISCOVER, DOCUMENT AND PRESERVE RECORDS, DOCUMENTS AND THE HISTORY OF THOSE FOUNDERS AND PATRIOTS. THROUGH ITS PUBLICATIONS AND OTHER PROGRAMS, THE ORDER SEEKS TO EDUCATE THE AMERICAN PUBLIC ABOUT THE CHARACTER, ACCOMPLISHMENTS, AND HEROISM OF THE FOUNDERS AND PATRIOTS OF AMERICA, THEREBY ALSO PROMOTING PATRIOTISM.

Activities or mission (Part I)

PROMOTING EDUCATIONAL PROGRAMS OF A PATRIOTIC NATURE, WITH AN EMPHASIS ON THE FOUNDERS OF OUR COUNTRY AND THE PATRIOTS WHO ADHERED TO THE CAUSE OF INDEPENDENCE DURING THE AMERICAN REVOLUTION.

  • THE ORDER PUBLISHES A BI-ANNUAL MAGAZINE THE BULLETIN WHICH CONTAINS INFORMATION OF A PATRIOTIC AND HISTORICAL NATURE. IN RECENT YEARS, THE ORDER PUBLISHED TWO STOUT VOLUMES OF HISTORICAL AND GENEALOGICAL RESEARCH TOTALING OVER 1000 LINES DATING BACK TO 1607, CONCERNING THE FOUNDERS AND PATRIOTS OF OUR NATION.

    Expenses $10,039

  • THE ORDER PROVIDES GRANTS TO VARIOUS NON-PROFIT ORGANIZATIONS TO SUPPORT PROJECTS OF HISTORIC AND PATRIOTIC SIGNIFICANCE. THE ORDER ALSO FUNDS AWARDS TO RECOGNIZE OUTSTANDING INDIVIDUALS IN OUR NATIONS ARMED FORCE ACADEMIES.

    Expenses $42,139 · Grants $42,139

  • THE ORDER HOLDS AN ANNUAL MEETING OPEN TO ALL MEMBERS AT WHICH THE MEMBERSHIP MAKES DETERMINATIONS ABOUT HOW BEST TO FURTHER THE PATRIOTIC AND HISTORICAL MISSION OF THE ORDER. THIS INCLUDES OUR CHARITABLE WORK RELATED TO SUPPORTING PRESERVATION OF HISTORICAL ARTIFACTS, EDUCATION, EXCELLENCE IN GENEALOGICAL RESEARCH, AND PATRIOTISM.

    Expenses $45,209

  • OTHER SUPPORTING SERVICES TO FURTHER THE TAX-EXEMPT PURPOSE OF THE ORDER.

    Expenses $15,659 · Revenue $42,951

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thomas Allen Smart

    GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    5
  • James Duncan Berry PhD

    DEPUTY GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Matthew David Dupee

    SECRETARY GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Sumner Gary Hunnewell Jr

    DEPUTY SECRETARY GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Jonathan Shane Newcombe

    TREASURER GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Phoenix Austin Harris

    DEPUTY TREASURER GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Tracy Ashley Crocker

    REGISTRAR GENERAL

    Total calculated
    $3,050
    From this org
    $3,050
    From related orgs
    $0
    Other
    $0
    Hours/week
    2
  • Charles Victor Lang

    DEPUTY REGISTRAR GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Michael Perry Schenk

    GENEALOGIST GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Robert Lewis Stevens

    DEPUTY GENEALOGIST GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Donald Neal Lamson Esq

    ATTORNEY GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Walter Jervis Sheffield

    DEPUTY ATTORNEY GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Brian Richard Marsh

    CHAPLAIN GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Robert Todd Giffin

    DEPUTY CHAPLAIN GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Michael Ernest Weyler PhD

    HISTORIAN GENERAL

    Total calculated
    $0
    Hours/week
    2
  • Robert Joseph Walcott Jr

    DEPUTY HISTORIAN GENERAL

    Total calculated
    $0
    Hours/week
    2
  • William Allerton III

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • John MacKintosh Bourne

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • Thomas Pelham Curtis II

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • Lyttleton Tazwell Harris IV

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • Edward Charles Horton

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • Daniel Church Warren

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • Richard Morgan Wright Jr

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0
  • William Charles Hampton

    PAST GOVERNOR GENERAL

    Total calculated
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
8 June 2026
IRS schema version
2025v4.1
Source object
202621599349301092

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