Private foundation
BARRE, VTEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $526,453 | $641,057 | $380,393 | $3,497,694 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 20% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SPAULDING HIGH SCHOOLBARRE, VT | AVIATION/AERONAUTICSPROGRAM FUNDING | $112,700 | 2025 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Adrian A Otterman Esq | TRUSTEE | 2.50 | $34,380 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $3,497,694 |
| FY2024 | 990-PF | $257,292 | $406,069 | $389,158 | $3,612,298 | $3,612,298 |
| FY2023 | 990-PF | $411,583 | $402,634 | $203,402 | $3,761,075 | $3,761,075 |
| FY2022 | 990-PF | $537,084 | $358,841 | $345,317 | $3,816,385 | $3,816,385 |
| FY2021 | 990-PF | $300,245 | $355,109 | $341,974 | $3,573,884 | $3,573,884 |
| FY2020 | 990-PF | $215,979 | $275,334 | $260,138 | $3,628,748 | $3,628,748 |
| FY2019 | 990-PF | $278,155 | $245,210 | $231,406 | $3,688,103 | $3,688,103 |
| FY2018 | 990-PF | $362,895 | $199,312 | $187,019 | $3,655,158 | $3,655,158 |
| FY2017 | 990-PF | $227,262 | $203,119 | $193,950 | $3,491,575 | $3,491,575 |
| SCHOLARSHIP FUNDS |
| $15,000 |
| 2024 |
| NORWICH UNIVERSITYNORTHFIELD, VT | SCHOLARSHIP FUNDS | $15,000 | 2025 |
| UNIVERSITY OF ROCHESTERROCHESTER, NY | SCHOLARSHIP FUNDS | $15,000 | 2025 |
| UNVERSITY OF NEW HAMPSHIREDURHAM, NH | SCHOLARSHIP FUNDS | $15,000 | 2025 |
| NORWICH UNIVERSITYNORTHFIELD, VT | SCHOLARSHIP FUNDS | $15,000 | 2025 |
| NORWICH UNIVERSITYNORTHFIELD, VT | SCHOLARSHIP FUNDS | $15,000 | 2024 |
| PURDUE UNIVERSITYWEST LAFAYETTE, IN | SCHOLARSHIP FUNDS | $15,000 | 2024 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $11,250 | 2023 |
| MAINE MARITIME ACADEMYCASTINE, ME | SCHOLARSHIP FUNDS | $11,250 | 2023 |
| NORTH CAROLINA STATE UNIVRALEIGH, NC | SCHOLARSHIP FUNDS | $11,250 | 2023 |
| UMASS - AMHERSTAMHERST, MA | SCHOLARSHIP FUNDS | $10,000 | 2022 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $10,000 | 2021 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $10,000 | 2022 |
| FLORIDA POLYTECHNIC UNIVERSITYLAKELAND, FL | SCHOLARSHIP FUNDS | $10,000 | 2022 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $10,000 | 2021 |
| CLARKSON UNIVERSITYPOTSDAM, NY | SCHOLARSHIP FUNDS | $10,000 | 2021 |
| UNIVERSITY OF NEW ENGLANDBIDDEFORD, ME | SCHOLARSHIP FUNDS | $10,000 | 2021 |
| CLARKSON UNIVERSITYPOTSDAM, NY | SCHOLARSHIP FUNDS | $7,500 | 2018 |
| UNIVERSITY OF ALABAMATUSCALOOSA, AL | SCHOLARSHIP FUNDS | $7,500 | 2020 |
| UNIVERSITY OF CONNECTICUTSTORRS, CT | SCHOLARSHIP FUNDS | $7,500 | 2019 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $7,500 | 2020 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $7,500 | 2020 |
| WENTWORTH INST OF TECHNOLOGYBOSTON, MA | SCHOLARSHIP FUNDS | $7,500 | 2018 |
| UNIVERSITY OF VERMONTBURLINGTON, VT | SCHOLARSHIP FUNDS | $7,500 | 2020 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202412289349100711
Form 990-PF · FY2023 · period ending Jun 30, 2023
Filing id 202332359349100108
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202232299349100303
Form 990-PF · FY2021 · period ending Jun 30, 2021
Filing id 202142299349100104
Form 990-PF · FY2020 · period ending Jun 30, 2020
Filing id 202002169349100210
Form 990-PF · FY2019 · period ending Jun 30, 2019
Filing id 201922139349100407
Form 990-PF · FY2018 · period ending Jun 30, 2018
Filing id 201802219349100200
Form 990-PF · FY2017 · period ending Jun 30, 2017
Filing id 201722209349100807
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.