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Nonprofit · EIN 05-0475756

FORT ADAMS TRUST INC

Tax-exempt · NEWPORT, RI 02840

Financials

$1.2M$1.1M2023$1.3M$1.2M2024$1.5M$927K2025
Revenue Expenses · by fiscal year end
Financials of FORT ADAMS TRUST INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,515,368$927,195$588,173$2,034,791$297,399$1,737,392
December 31, 2024990$1,307,811$1,201,058$106,753$1,422,385$273,166$1,149,219
December 31, 2023990$1,150,524$1,130,009$20,515$1,565,523$523,057$1,042,466
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$763,769
of which government grants
$243,745
Membership dues
$23,599
Program service revenue
$668,279
Investment income
$97,300
Net gain from sales of assets
-$11,894
Net income from fundraising events
-$20,852
Net income from sales of inventory
$6,446
Other revenue
-$13,980

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$78,532
Other salaries and wages
$270,109
Salaries, compensation and benefits (total)
$412,445
Professional fundraising fees
$0
Legal fees
$2,838
Accounting fees
$16,200
Occupancy
$15,580
Depreciation
$5,677
Program services (functional)
$682,684
Management and general (functional)
$184,759
Fundraising (functional)
$59,752

Balance sheet and other

Total assets, start of year
$1,422,385
Total assets, end of year
$2,034,791
Total liabilities, end of year
$297,399
Net assets, end of year
$1,737,392
Land, buildings and equipment
$8,470
Net assets without donor restrictions
$184,519
Net assets with donor restrictions
$1,552,873
Gross unrelated business income
$6,446
Gross receipts
$1,633,403
Employees
32
Volunteers
28
Year formed
1994
State of legal domicile
RI

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
PAUL MARSHALLEXECUTIVE DIRECTOR start May 2025
Officer
27.5$49,200
REGAN MINEREXECUTIVE DIRECTOR through April 2025
Officer
40$31,854
ATKINS MARYELLENDIRECTOR
Trustee or director
0.5$0
BENSON ABBYDIRECTOR
Trustee or director
0.5$0
CERINO ANTHONYDIRECTOR
Trustee or director
0.5$0
MANVILLE KEITHDIRECTOR
Trustee or director
0.5$0
MARION III JOSEPHDIRECTOR
Trustee or director
0.5$0
QUINN ANN-MARIEDIRECTOR
Trustee or director
0.5$0
RICHARDS CAROLINEDIRECTOR
Trustee or director
0.5$0
ROSENBERG JOSHUADIRECTOR
Trustee or director
0.5$0
TAYLOR CHARLESDIRECTOR
Trustee or director
0.5$0
VAN DEN HURK JEROENDIRECTOR
Trustee or director
0.5$0
TITUS DANIELPRESIDENT
Trustee or director, Officer
0.5$0
GREICHAN MAUREENVICE PRESIDENT
Trustee or director, Officer
0.5$0
CORCORAN BILLSECRETARY
Trustee or director, Officer
0.5$0
2 more people on this return
NameTitleHours / weekCompensation
RAY LEILATREASURER
Trustee or director, Officer
0.5$0
PUTNEY PATAT LARGE
Trustee or director, Officer
0.5$0
990 for the year ended December 31, 2024: 18 people
NameTitleHours / weekCompensation
REGAN MINEREXECUTIVE DIRECTOR
Officer
40$52,038
ATKINS MARYELLENDIRECTOR
Trustee or director
3$0
CERINO ANTHONYDIRECTOR
Trustee or director
3$0
LALLI GINADIRECTOR
Trustee or director
3$0
MAHONEY WILLIAMDIRECTOR
Trustee or director
3$0
MANVILLE KEITHDIRECTOR
Trustee or director
3$0
MARION III JOSEPHDIRECTOR
Trustee or director
3$0
MATARESE DAVEDIRECTOR
Trustee or director
3$0
MCMULLEN DAVIDDIRECTOR
Trustee or director
3$0
PUTNEY PATRICIADIRECTOR
Trustee or director
3$0
QUINN ANN-MARIEDIRECTOR
Trustee or director
3$0
RICHARDS CAROLINEDIRECTOR
Trustee or director
3$0
ROSENBERG JOSHUADIRECTOR
Trustee or director
3$0
TITUS DANIELPAST PRESIDENT
Trustee or director, Officer
3$0
MARSHALL PAULPRESIDENT
Trustee or director, Officer
15$0
GREICHAN MAUREENVICE PRESIDENT
Trustee or director, Officer
3$0
HADFIELD MATTSECRETARY
Trustee or director, Officer
3$0
RAY LEILATREASURER
Trustee or director, Officer
3$0
990 for the year ended December 31, 2023: 19 people
NameTitleHours / weekCompensation
MILLER JAMESEXECUTIVE DIRECTOR
Officer
40$57,692
ATKINS MARYELLENDIRECTOR
Trustee or director
2$0
CERINO ANTHONYDIRECTOR
Trustee or director
2$0
GREICHAN MAUREENMEMBER AT LARGE
Trustee or director
2$0
HADFIELD MATTDIRECTOR
Trustee or director
2$0
LALLI GINADIRECTOR
Trustee or director
2$0
MAHONEY WILLIAMDIRECTOR
Trustee or director
2$0
MANVILLE KEITHDIRECTOR
Trustee or director
2$0
MARION III JOSEPHDIRECTOR
Trustee or director
2$0
MATARESE DAVEDIRECTOR
Trustee or director
2$0
PERRY JONATHANDIRECTOR
Trustee or director
2$0
PUTNEY PATRICIADIRECTOR
Trustee or director
2$0
QUINN ANN-MARIEDIRECTOR
Trustee or director
2$0
RICHARDS CAROLINEDIRECTOR
Trustee or director
2$0
ROSENBERG JOSHUADIRECTOR
Trustee or director
2$0
TITUS DANIELPRESIDENT, PAST TREAS.
Trustee or director, Officer
10$0
ZEEMAN CHRISTOPHERPAST PRESIDENT
Trustee or director, Officer
5$0
MARSHALL PAULVICE PRESIDENT
Trustee or director, Officer
5$0
CORCORAN BILLSECRETARY
Trustee or director, Officer
5$0

Address and contacts

Address (IRS master file)
90 FORT ADAMS DR, NEWPORT, RI 02840-4388
Principal officer (990 for 2025)
PAUL MARSHALL EXECUTIVE DIRECTOR, 90 FORT ADAMS DRIVE, Newport, RI 02840
Signed the 990
PAUL MARSHALL, EXECUTIVE DIRECTOR
Phone
(401) 841-0707
Return prepared by
CALIRI MANCINI & BARBIERI PC

Mission

DIRECTING AND SUPPORTING THE RESTORATION, OPERATION AND MAINTENANCE OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS AS A HISTORICAL SITE FOR PUBLIC BENEFIT.

990 for the year ended December 31, 2025

Program accomplishments

  • RESTORATION, MAINTENANCE AND OPERATIONS OF THE NATIONAL HISTORIC LANDMARK FORT ADAMS.
    Expenses $292,395
  • PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE OF FORT ADAMS THROUGH TOUR PROGRAMS AND FORT SPONSORED EVENTS.
    Expenses $220,852 · revenue $219,253
  • PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE FORT ADAMS THROUGH SITE RENTALS.
    Expenses $158,641 · revenue $353,093
  • FORT ADAMS TRUST PROVIDES EVENT MANAGEMENT SERVICES. THE SERVICES ARE PROVIDED UNDER A MEMORANDUM OF AGREEMENT WITH THE STATE OF RI DEPARTMENT OF ENVIRONMENTAL MANAGEMENT FOR MANAGEMENT OF THE OPERATIONS OF THE EISENHOWER HOUSE, LOCATED AT FORT ADAMS STATE PARK. EXPENSES FOR THESE SERVICES ARE INCLUDED IN THE SITE RENTAL EXPENSES EXPENSES.
    revenue $38,348
  • PROMOTION OF PUBLIC AWARENESS OF THE HISTORICAL SIGNIFICANCE OF THE FORT THROUGH EDUCATIONAL PROGRAMS AND VARIOUS PROGRAM EVENTS.
    Expenses $10,796 · revenue $57,585

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
05-0475756
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,034,791
Income (IRS master file)
$1,633,403

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,515,368$927,195$2,034,791XML
990-TDecember 2025–––IRS
990December 2024$1,307,811$1,201,058$1,422,385XML
990-TDecember 2024–––IRS
990December 2023$1,150,524$1,130,009$1,565,523XML
990-TDecember 2023–––IRS
990December 2022$1,115,382$1,443,207$1,465,996IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990-TDecember 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 05-0475756).

Questions about FORT ADAMS TRUST INC

What is the EIN of FORT ADAMS TRUST INC?
The employer identification number (EIN) of FORT ADAMS TRUST INC is 05-0475756.
Is FORT ADAMS TRUST INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to FORT ADAMS TRUST INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORT ADAMS TRUST 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 FORT ADAMS TRUST INC 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 FORT ADAMS TRUST INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of FORT ADAMS TRUST INC?
The 990 for the year ended December 31, 2025 names PAUL MARSHALL EXECUTIVE DIRECTOR.
Who are the officers and directors of FORT ADAMS TRUST INC?
The 990 for the year ended December 31, 2025 lists 17 people; 2 received compensation from the organization, the highest $49,200 (PAUL MARSHALL, EXECUTIVE DIRECTOR start May 2025).
How much revenue does FORT ADAMS TRUST INC have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,515,368, expenses of $927,195 and total assets of $2,034,791 at year end.

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