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Nonprofit · EIN 03-6009912

CURTIS FUND INC

Tax-exempt · MIDDLEBURY, VT 05753

Financials

$1.5M$2.5M2023$1.3M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of CURTIS FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,312,033$2,613,841-$1,301,808$34,265,687$62,820$34,202,867
December 31, 2023990$1,483,670$2,494,314-$1,010,644$33,022,351$7,105$33,015,246
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$178,885
Program service revenue
$0
Investment income
$1,133,148
Net gain from sales of assets
$185,506
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,231,297
Other salaries and wages
$93,721
Salaries, compensation and benefits (total)
$93,721
Professional fundraising fees
$0
Travel
$1,988
Depreciation
$855
Program services (functional)
$2,255,582
Management and general (functional)
$286,671
Fundraising (functional)
$71,588

Balance sheet and other

Total assets, start of year
$33,022,351
Total assets, end of year
$34,265,687
Total liabilities, end of year
$62,820
Net assets, end of year
$34,202,867
Land, buildings and equipment
$499
Publicly traded securities
$34,100,044
Net assets without donor restrictions
$33,340,707
Net assets with donor restrictions
$862,160
Gross receipts
$9,028,946
Employees
0
Volunteers
8
Year formed
2018
State of legal domicile
VT

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANIEL SMITHSECRETARY
Trustee or director, Officer
0.5$0$245,371$74,814
LAUREN PHILIEEXECUTIVE DIRECTOR
Officer
32$0$47,078$25,559
AMY MELLENCAMPPRESIDENT
Trustee or director, Officer
0.5$0$0$0
JOAN GOLDSTEINVICE- PRESIDENT
Trustee or director, Officer
0.5$0$0$0
MICHAEL BREENTREASURER
Trustee or director, Officer
0.5$0$0$0
PEGGY WILLIAMSDIRECTOR
Trustee or director
0.5$0$0$0
SETH BOWDENDIRECTOR
Trustee or director
0.5$0$0$0
LEILANI PEARLDIRECTOR
Trustee or director
0.5$0$0$0
HILLARY BURROWSDIRECTOR
Trustee or director
0.5$0$0$0
MICHAEL METZDIRECTOR UNTIL 12/31/24
Trustee or director
0.5$0$0$0
SHANA TROMBLEYEXECUTIVE DIRECTOR UNTIL 2/9/24
Officer
0.5$0$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DANIEL SMITHSECRETARY
Trustee or director, Officer
0.5$0$229,526$60,936
SHANA TROMBLEYEXECUTIVE DIRECTOR
Trustee or director, Officer
40$81,257$0$14,982
PEGGY WILLIAMSDIRECTOR
Trustee or director
0.5$0$0$0
SETH BOWDENDIRECTOR
Trustee or director
0.5$0$0$0
LEILANI PEARLDIRECTOR
Trustee or director
0.5$0$0$0
HILLARY BURROWSDIRECTOR
Trustee or director
0.5$0$0$0
JOAN GOLDSTEINDIRECTOR
Trustee or director
0.5$0$0$0
AMY MELLENCAMPPRESIDENT
Officer
0.5$0$0$0
MICHAEL METZVICE- PRESIDENT
Officer
0.5$0$0$0
MICHAEL BREENTREASURER
Officer
0.5$0$0$0

Address and contacts

Address (IRS master file)
3 COURT ST, MIDDLEBURY, VT 05753-1405
Principal officer (990 for 2024)
DANIEL SMITH, 3 COURT STREET, MIDDLEBURY, VT 05753
Signed the 990
DANIEL SMITH, PRESIDENT & CEO
Phone
(802) 388-3355
Return prepared by
CLIFTONLARSONALLEN

Mission

THE CURTIS FUND PROVIDES EDUCATIONAL SCHOLARSHIPS TO VERMONT STUDENTS PURSUING A POSTSECONDARY EDUCATION, AIMING TO LEVEL THE PLAYING FIELD SO THAT EVERY VERMONTER HAS A CHANCE TO OBTAIN THE EDUCATION THEY NEED, REGARDLESS OF FAMILY BACKGROUND, INCOME LEVEL, OR BIRTHPLACE.

990 for the year ended December 31, 2024

Program accomplishments

  • THE CURTIS FUND PROVIDES SCHOLARSHIPS TO RECENT VERMONT HIGH SCHOOL GRADUATES AND ADULT LEARNERS WHO DEMONSTRATED A FINANCIAL NEED AND CHOSE TO PURSUE POST-SECONDARY EDUCATION. IN ADDITION, THE PROGRAM HAS EXPANDED TO HIGH SCHOOL GRADUATES AND ADULT LEARNERS WHO MAY BE LOOKING FOR EDUCATIONAL OPPORTUNITIES IN CAREER DEVELOPMENT, COMMONLY REFERRED TO AS CREDENTIALS OF VALUE.
    Expenses $2,255,582 · grants $2,231,297

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
03-6009912
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2024
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$34,265,687
Income (IRS master file)
$9,028,946

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,312,033$2,613,841$34,265,687XML
990December 2023$1,483,670$2,494,314$33,022,351XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFJuly 2018–––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 03-6009912).

Questions about CURTIS FUND INC

What is the EIN of CURTIS FUND INC?
The employer identification number (EIN) of CURTIS FUND INC is 03-6009912.
Is CURTIS FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to CURTIS FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does CURTIS FUND INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CURTIS FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CURTIS FUND INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of CURTIS FUND INC?
The 990 for the year ended December 31, 2024 names DANIEL SMITH.
Who are the officers and directors of CURTIS FUND INC?
The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
How much revenue does CURTIS FUND INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,312,033, expenses of $2,613,841 and total assets of $34,265,687 at year end.

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