Oscar J George Trust 3077

Private foundation · Grantmaker Concord, NH EIN: 04-6242439

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

Taylor Home: $66KTaylor Home$66KLaconia Congregational Church: $66KLaconia Congregational Church$66K

The largest 2024 recipient was Taylor Home ($66K). Together the top 2 received $132K.

Grant Size Distribution

6 grants across all recorded years

<$50K6$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

1state

Share of 2024 grant dollars across all 2 itemized grants.

Cities

Laconia

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

$0$50K$100K$150K2 grants2022 2 grants2023 2 grants2024

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

RecipientPurposeAmount
Taylor Home Laconia, NHGeneral Operating Expenses$66,000
Laconia Congregational Church Laconia, NHGeneral Operating Expense$66,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$2,169,331$100,794$161,583$132,0002$132,000$79,670$130,922
2023$2,229,601$195,300$175,328$144,0002$144,000$168,933$126,914
2022$2,209,458$202,690$204,246$144,0002$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

Bank of New Hampshire — Trustee: $21KBank of New HampshireTrustee$21K

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

  1. IRS filings on file for fiscal years 2022–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Oscar J George Trust 3077's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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