Oscar J George Trust 3077
Oscar J George Trust 3077 is a private foundation, based in Concord, NH. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $2.2M in total assets. In 2024, it awarded 2 grants totaling $132K. Net investment income was $80K.
Oscar J George Trust 3077 at a glance
In short: Oscar J George Trust 3077 gave $132K across 2 grants in 2024 (avg $66K), mostly in New Hampshire. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $132,000
- -8.3% vs 2023
- Grants made (2024)
- 2
- +0.0% vs 2023
- Average grant
- $66,000
- -8.3% vs 2023
- Median grant
- $66,000
- Total assets
- $2,169,331
- -2.7% vs 2023
- Primary geography
- New Hampshire (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Oscar J George Trust 3077 funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
The largest 2024 recipient was Taylor Home ($66K). Together the top 2 received $132K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $50–100K range: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 2 itemized grants.
States
Cities
How Oscar J George Trust 3077 gives
- In 2024 it paid out 101% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $132K (2024) to $144K (2023). In 2024 it made 2 grants totaling $132K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Taylor Home Laconia, NH | General Operating Expenses | $66,000 |
| Laconia Congregational Church Laconia, NH | General Operating Expense | $66,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $2,169,331 | $100,794 | $161,583 | $132,000 | 2 | $132,000 | $79,670 | $130,922 |
| 2023 | $2,229,601 | $195,300 | $175,328 | $144,000 | 2 | $144,000 | $168,933 | $126,914 |
| 2022 | $2,209,458 | $202,690 | $204,246 | $144,000 | 2 | $144,000 | $169,230 | $141,512 |
Under IRS private-foundation payout rules, Oscar J George Trust 3077 reported a distributable amount of $131K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Oscar J George Trust 3077's only listed officer is Bank of New Hampshire, Trustee on every filing since 2022 (compensated).
Officers on the 2024 filing
Bank of New Hampshire
Trustee
On filings since 2022
2 hrs/week
$33K (2022) → $21K (2024)
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $21K, to Bank of New Hampshire (Trustee).
Frequently asked questions about Oscar J George Trust 3077
How much does Oscar J George Trust 3077 give each year?
Oscar J George Trust 3077 gave $132K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $144K across 2 grants.
How large is Oscar J George Trust 3077?
Oscar J George Trust 3077 reported $2.2M in total assets on its 2024 IRS Form 990-PF. It paid out $132K in qualifying distributions that year, against a required minimum of $131K (roughly 5% of its investment assets).
Where does Oscar J George Trust 3077 operate?
Oscar J George Trust 3077 has awarded grants in New Hampshire.
What is Oscar J George Trust 3077's EIN?
Oscar J George Trust 3077's EIN (Employer Identification Number) is 04-6242439. IRS Form 990 filing data is available on this page for 2022–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
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