Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity
- Assets
- $1.2m
- Revenue
- $148.8k
- Investments
- $1.1m
- Employees
- 0
- Location
- Portsmouth, NH
- Founding
- 01/2002
- Data as of
- 12/2023
- 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 12/2023, Roger R Thompson & Theresa S Endowment Fund Fbo Local Charity generated $148.8k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 24.6% each year . All expenses for the organization totaled $115.2k during the year ending 12/2023. 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 $364,000. 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
2023
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 | $8,425 | |
Jack Blalock Trustee | 1 | $0 | |
Nicole Outsen Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $33,481 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $115,323 |
| Capital Gain Net Income | $115,323 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $148,804 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $8,425 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $800 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $268 |
| Total operating and administrative expenses | $28,157 |
| Contributions, gifts, grants paid | $87,000 |
| Total expenses and disbursements | $115,157 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $79,180 |
| 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 | $1,182,925 |
| 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 $87,000 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
PINE TREE SOCIETY FOR PURPOSE: PROVIDE EDUCATION, HEALTH AND RECREATION SERVICE FOR HANDICAPPED INDIVIDUALS | $15,000 |
FUTURE IN SIGHT PURPOSE: PROVIDE FOR REHABILITATION SERVICES FOR BLIND & VISUALLY IMPAIRED PEOPLE | $15,000 |
CHILDREN'S MUSEUM OF NEW HAMPSHIRE PURPOSE: PROVIDE FOR A MUSEUM FOR CHILDREN | $25,000 |
STRAWBERY BANKE MUSEUM PURPOSE: PROVIDE FOR A HISTORIC MUSEUM | $22,000 |
CROTCHED MOUNTAIN FOUNDATION 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 |