Nonprofit · EIN 22-2546922
OLD FORT WESTERN FUND
Tax-exempt · AUGUSTA, ME 04330
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $125,295 | $119,958 | $5,337 | $375,616 | $25,980 | $349,636 |
| June 30, 2024 | 990 | $85,274 | $110,589 | -$25,315 | $430,314 | $100,447 | $329,867 |
| June 30, 2023 | 990-EZ | $90,706 | $116,753 | -$26,047 | $403,810 | $45,274 | $358,536 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $18,027
- Membership dues
- $300
- Program service revenue
- $71,920
- Investment income
- $19,351
- Net gain from sales of assets
- $12,702
- Net income from sales of inventory
- $13,862
- Other revenue
- $15,997
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,050
- Travel
- $207
- Program services (functional)
- $87,632
- Management and general (functional)
- $27,200
- Fundraising (functional)
- $5,126
Balance sheet and other
- Total assets, start of year
- $430,314
- Total assets, end of year
- $375,616
- Total liabilities, end of year
- $25,980
- Net assets, end of year
- $349,636
- Publicly traded securities
- $325,248
- Net assets without donor restrictions
- $349,636
- Gross receipts
- $215,416
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1985
- State of legal domicile
- ME
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LINDA NOVAK | PROGRAM DIRE Officer | 40 | $0 | $93,564 | $20,016 |
| THOMAS DOORE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEON CRANMER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN MITCHELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAREK GRANT | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GLEE BALLARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RUTH BALLARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| WAYNE MOSS | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| JEREMY ASHLOCK | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LINDA NOVAK | PROGRAM DIRE Officer | 40 | $0 | $91,252 | $18,680 |
| THOMAS DOORE | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEON CRANMER | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN MITCHELL | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| STEPHANIE THIBODEAU | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAREK GRANT | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GLEE BALLARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
| RUTH BALLARD | DIRECTOR Trustee or director | 0.5 | $0 | $0 | $0 |
990-EZ for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA NOVAK | PROGRAM DIRE | 40 | $0 |
| THOMAS DOORE | CHAIR | 1 | $0 |
| CHERYL SWIFT | SECRETARY | 1 | $0 |
| JANET C DOERR | DIRECTOR | 0.5 | $0 |
| MICHAEL HALL | DIRECTOR | 0.5 | $0 |
| DAVID CHEEVER | DIRECTOR | 0.5 | $0 |
| LEON CRANMER | DIRECTOR | 0.5 | $0 |
| DAN MITCHELL | DIRECTOR | 0.5 | $0 |
| STEPHANIE THIBODEAU | DIRECTOR | 0.5 | $0 |
| DAREK GRANT | DIRECTOR | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 16 CONY ST, AUGUSTA, ME 04330-5200
- Principal officer (990 for 2024)
- LINDA NOVAK, 98 PRIMROSE LANE, WEST GARDINER, ME 04345
- Signed the 990
- LINDA NOVAK, PROGRAM DIRECTOR
- Phone
- (207) 626-2385
- Website
- WWW.OLDFORTWESTERN.ORG
- Return prepared by
- ONE RIVER CPAS
Mission
TO PRESERVE, PROTECT AND INTERPRET THE 1754 NATIONAL HISTORIC LANDMARK FORT, STORE, HOUSE AND TENEMENT ON THE KENNEBEC RIVER IN MAINE'S CAPITOL CITY, AND TO EDUCATE THE PUBLIC TO ITS HISTORY.
Program accomplishments
- OLD FORT WESTERN FUND CONDUCTS EDUCATIONAL PROGRAMS AT A CERTIFIED HISTORICAL LANDMARK THAT INCLUDES PROGRAMS AND TOURS.Expenses $60,603 · revenue $15,315
- MAINTENANCE AND PRESERVATION OF COLLECTIONS AND BUILDINGS AT OLD FORT WESTERN.Expenses $27,029 · revenue $56,605
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2546922
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A115)
- Assets (IRS master file)
- $375,616
- Income (IRS master file)
- $215,416
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $125,295 | $119,958 | $375,616 | XML |
| 990 | June 2024 | $85,274 | $110,589 | $430,314 | IRS |
| 990-EZ | June 2023 | $90,706 | $116,753 | $403,810 | XML |
| 990 | June 2022 | $102,282 | $107,268 | $392,040 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 22-2546922).
Questions about OLD FORT WESTERN FUND
- What is the EIN of OLD FORT WESTERN FUND?
- The employer identification number (EIN) of OLD FORT WESTERN FUND is 22-2546922.
- Is OLD FORT WESTERN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to OLD FORT WESTERN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does OLD FORT WESTERN FUND 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 OLD FORT WESTERN FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OLD FORT WESTERN FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OLD FORT WESTERN FUND?
- The 990 for the year ended June 30, 2025 names LINDA NOVAK.
- Who are the officers and directors of OLD FORT WESTERN FUND?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does OLD FORT WESTERN FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $125,295, expenses of $119,958 and total assets of $375,616 at year end.
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- FRIENDS OF THE MAINE STATE MUSEUM INC EIN 22-3181040 · last filed 990 for 2025
- COLONIAL THEATER INC EIN 27-2159587 · last filed 990 for 2025
- MAINE ALLIANCE FOR ARTS EDUCATION EIN 22-2710493 · last filed 990-EZ for 2025
- NATARAJ FOUNDATION EIN 92-2646371 · last filed 990-PF for 2025
- MAINE GRANGE FOUNDATION INC EIN 34-2041352 · last filed 990-N for 2025
- ARTSENGAGEME EIN 81-3887086 · last filed 990-N for 2024
All nonprofits in AUGUSTA · Maine · Arts, culture and humanities