Nonprofit · EIN 02-6123968
ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY
Also known as DOLEAC CHARLES B TTEE
Tax-exempt · PORTSMOUTH, NH 03801
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF (amended) | $148,976 | $135,788 | $13,188 | $1,132,187 | $0 | $1,132,187 |
| December 31, 2024 | 990-PF | $73,233 | $136,931 | -$63,698 | $1,119,227 | $0 | $1,119,227 |
| December 31, 2023 | 990-PF | $148,804 | $115,157 | $33,647 | $1,182,925 | $0 | $1,182,925 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,883
- Net gain from sales of assets
- $109,093
Expenses
- Grants and similar amounts paid
- $95,000
- Compensation of officers, directors and key employees
- $19,941
- Disbursements for charitable purposes
- $95,000
- Excise tax on investment income
- $1,848
Balance sheet and other
- Total assets, start of year
- $1,119,227
- Total assets, end of year
- $1,132,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,132,187
- Fair market value of assets
- $1,920,986
- Qualifying distributions
- $95,000
- Net investment income
- $148,976
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES DOLEAC 365 LITTLE HARBOR ROAD, PORTSMOUTH, NH 03801 | TRUSTEE | 2 | $19,941 |
| JACK BLALOCK 148 BRACKETT ROAD, PORTSMOUTH, NH 03801 | TRUSTEE | 1 | $0 |
| NICOLE OUTSEN 212 PARKER STREET, PORTSMOUTH, NH 03801 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles B Doleac 365 Little Harbor Rd, Portsmouth, NH 03801 | Trustee | 2 | $21,634 |
| Jack Blalock 148 Brackett Road, Portsmouth, NH 03801 | Trustee | 1 | $0 |
| Nicole Outsen 212 Parker Street, Portsmouth, NH 03801 | Trustee | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles B Doleac 365 Little Harbor Rd, Portsmouth, NH 03801 | Trustee | 2 | $8,425 |
| Jack Blalock 148 Brackett Road, Portsmouth, NH 03801 | Trustee | 1 | $0 |
| Nicole Outsen 212 Parker Street, Portsmouth, NH 03801 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 15 PLEASANT STREET, PORTSMOUTH, NH 03801-4532
- Signed the 990-PF
- CHARLES DOLEAC, TRUSTEE
- Return prepared by
- FIDUCIARY TAX CONSULTANTS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6123968
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T200)
- Assets (IRS master file)
- $1,132,187
- Income (IRS master file)
- $304,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $148,976 | $135,788 | $1,132,187 | XML |
| 990-PF | December 2024 | $73,233 | $136,931 | $1,119,227 | XML |
| 990-PF | December 2023 | $148,804 | $115,157 | $1,182,925 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6123968).
Questions about ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY
- What is the EIN of ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY?
- The employer identification number (EIN) of ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY is 02-6123968.
- Is ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $19,941 (CHARLES DOLEAC, TRUSTEE).
- How much revenue does ROGER R THOMPSON & THERESA S ENDOWMENT FUND FBO LOCAL CHARITY have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $148,976, expenses of $135,788 and total assets of $1,132,187 at year end.
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