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 SmartTHOMAS ALLEN SMART
GOVERNOR GENERAL
- Total calculated
- $0
- Hours/week
- 5
-
James Duncan Berry PhDJAMES DUNCAN BERRY PHD
DEPUTY GOVERNOR GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Matthew David DupeeMATTHEW DAVID DUPEE
SECRETARY GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Sumner Gary Hunnewell JrSUMNER GARY HUNNEWELL JR
DEPUTY SECRETARY GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Jonathan Shane NewcombeJONATHAN SHANE NEWCOMBE
TREASURER GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Phoenix Austin HarrisPHOENIX AUSTIN HARRIS
DEPUTY TREASURER GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Tracy Ashley CrockerTRACY ASHLEY CROCKER
REGISTRAR GENERAL
- Total calculated
- $3,050
- From this org
- $3,050
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Charles Victor LangCHARLES VICTOR LANG
DEPUTY REGISTRAR GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Michael Perry SchenkMICHAEL PERRY SCHENK
GENEALOGIST GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Robert Lewis StevensROBERT LEWIS STEVENS
DEPUTY GENEALOGIST GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Donald Neal Lamson EsqDONALD NEAL LAMSON ESQ
ATTORNEY GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Walter Jervis SheffieldWALTER JERVIS SHEFFIELD
DEPUTY ATTORNEY GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Brian Richard MarshBRIAN RICHARD MARSH
CHAPLAIN GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Robert Todd GiffinROBERT TODD GIFFIN
DEPUTY CHAPLAIN GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Michael Ernest Weyler PhDMICHAEL ERNEST WEYLER PHD
HISTORIAN GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
Robert Joseph Walcott JrROBERT JOSEPH WALCOTT JR
DEPUTY HISTORIAN GENERAL
- Total calculated
- $0
- Hours/week
- 2
-
William Allerton IIIWILLIAM 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 BourneJOHN 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 IITHOMAS 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 IVLYTTLETON 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 HortonEDWARD 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 WarrenDANIEL 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 JrRICHARD 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 HamptonWILLIAM 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
-
$20,000
SEE:SUPPLEMENTAL INFORMATION
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 8 June 2026
- IRS schema version
- 2025v4.1
- Source object
- 202621599349301092
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