William W Treat Foundation

Foundation · Grantmaker STRATHAM, NH EIN: 02-6013780

William W Treat Foundation is a private foundation, based in STRATHAM, NH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 10 grants totaling $117K. Net investment income was $52K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-4.1% YoY

Annual Giving

$117K

-5.0% YoY

Grant Count

-9.1% YoY

Avg Grant Size

$12K

+4.5% YoY

Under IRS private-foundation payout rules, William W Treat Foundation reported a distributable amount of $129K for 2024 — the minimum it must pay out in qualifying distributions.

About William W Treat Foundation

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New Hampshire $500K (85%)

Maine $48K (8%)

Massachusetts $13K (2%)

Rhode Island $13K (2%)

Virginia $10K (2%)

Arizona $5K (1%)

States

Arizona Massachusetts Maine New Hampshire Rhode Island Virginia

Cities

BostonConcordDurhamExeterHamptonOronoPortsmouthProvidenceStrathamTucsonWilliamsburgWinterportWolfeboro

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,215,337	$1,267,887	$1,396,185
Revenue	$91,303	$15,618	$127,417
Expenses	$143,853	$143,916	$151,045
Qualifying Distributions	$116,742	$122,915	$130,980
Net Investment Income	$52,341	$60,288	$47,109
Distributable Amount	$129,318	$116,742	$122,915

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

56 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New Hampshire Institute for Civics ($40,000), University of New Hampshire Foundation ($40,000), American Independence Museum ($20,000).

Recipient	Purpose	Amount
AMERICAN INDEPENDENCE MUSEUM EXETER, NH	OPERATING COSTS	$20,000
CITIZENS COUNT HAMPTON, NH	OPERATING COSTS	$5,000
FRIENDS OF ST MARY & ANDREW CHURCH STRATHAM, NH	OPERATING COSTS	$1,000
NATIONAL COLLEGE OF PROBATE JUDGES WILLIAMSBURG, VA	OPERATING COSTS	$2,000
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY BOSTON, MA	OPERATING COSTS	$2,500
NEW HAMPSHIRE INSTITUTE FOR CIVICS CONCORD, NH	EDUCATION	$40,000
UNIVERSITY OF ARIZONA FOUNDATION TUCSON, AZ	EDUCATION	$1,000
UNIVERSITY OF MAINE FOUNDATION ORONO, ME	EDUCATION	$1,642
UNIVERSITY OF NEW HAMPSHIRE FOUNDATION DURHAM, NH	EDUCATION	$40,000
WINTERPORT MEMORIAL LIBRARY WINTERPORT, ME	EDUCATION	$3,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
H ALFRED CASASSA	TRUSTEE	1	$2,000
ROBERT A CASASSA	TRUSTEE	1	$2,000
PETER F H LAMB	TRUSTEE	1	$3,000
JOSEPHINE M STROBLE	TRUSTEE	1	$2,000

Frequently Asked Questions

How large is William W Treat Foundation?

As of 2024, William W Treat Foundation holds $1.2M in total assets with $91K in annual revenue. It awarded 10 grants totaling $117K in 2024.

Where does William W Treat Foundation operate?

William W Treat Foundation has awarded grants in Arizona, Massachusetts, Maine, New Hampshire, Rhode Island, Virginia.

What size grants does William W Treat Foundation award?

In 2024, William W Treat Foundation awarded 10 grants totaling $117K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is William W Treat Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William W Treat Foundation reported a distributable amount of $129K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.