Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity
- Assets
- $1.1m
- Revenue
- $73.5k
- Investments
- $1.1m
- Employees
- 0
- Location
- Portsmouth, NH
- Founding
- 01/2002
- Data as of
- 12/2022
- EIN
- 02-6123968
Organization Overview
Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity is located in Portsmouth, NH. The organization was established in 2002. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity generated $73.5k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 10.4% each year . All expenses for the organization totaled $122.6k during the year ending 12/2022. While expenses have increased by 1.0% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity has awarded 20 individual grants totaling $366,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
DISTRIBUTIONS AND ADMINISTRATIVE EXPENSES RELATING TO FIVE CHARITABLE ORGANIZATIONS AS LISTED ON PART XV
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Charles B Doleac Trustee | 2 | $11,344 | |
Jack Blaylock Trustee | 1 | $0 | |
Nicole Outsen Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $31,887 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $41,655 |
| Capital Gain Net Income | $41,655 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $73,542 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $11,344 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,200 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $170 |
| Total operating and administrative expenses | $32,622 |
| Contributions, gifts, grants paid | $90,000 |
| Total expenses and disbursements | $122,622 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $18,490 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $1,149,278 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity has awarded $90,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
Dover, NH PURPOSE: PROVIDE FOR A MUSEUM FOR CHILDREN | $24,000 |
Portsmouth, NH PURPOSE: PROVIDE FOR A HISTORIC MUSEUM | $22,000 |
FUTURE IN SIGHT PURPOSE: PROVIDE FOR REHABILITATION SERVICES FOR BLIND & VISUALLY IMPAIRED PEOPLE | $20,000 |
PINE TREE SOCIETY FOR PURPOSE: PROVIDE EDUCATION, HEALTH AND RECREATION SERVICE FOR HANDICAPPED INDIVIDUALS | $14,000 |
Manchester, NH PURPOSE: PROVIDE SUPPORT TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES, TO EMBRACE PERSONAL CHOICE AND DEVELOPMENT, AND TO BUILD COMMUNITIES OF MUTUAL SUPPORT. | $10,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Adelson Family Foundation Needham, MA | $5,626,414 | $49,822,227 |
The Morningside Foundation Newton Centre, MA | $22,445,720 | $11,895,776 |
The Patrick J Mcgovern Foundation Inc Boston, MA | $1,660,673,846 | $20,910,577 |
One8 Foundation Boston, MA | $488,764,350 | $32,279,319 |
Flatley Foundation Braintree, MA | $730,489,671 | $65,780,367 |
Iiegn Family Foundation Boston, MA | $7,705,932 | $1,021,594 |
State Street Foundation Inc Boston, MA | $7,590,446 | $6,540 |
Td Charitable Foundation Falmouth, ME | $0 | $26,328,021 |
Edward C Johnson Fund Boston, MA | $418,919,628 | $48,451,859 |
Broad Reach Foundation Boston, MA | $154,449,873 | $51,427,992 |
Tjx Foundation Inc Framingham, MA | $84,142,448 | $26,109,203 |
Richard And Susan Smith Family Foundation Newton, MA | $287,463,199 | $21,143,524 |