William W Treat Foundation

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

10

-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

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

BostonConcordDurhamExeterHamptonOronoPortsmouthProvidenceStrathamTucsonWilliamsburgWinterportWolfeboro

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$88K$176K$264K$352K20202021202220232024
Metric202420232022
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

$0$33K$65K$98K$131K14 grants202011 grants202110 grants202211 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEW HAMPSHIRE INSTITUTE …$40KUNIVERSITY OF NEW HAMPSH…$40KAMERICAN INDEPENDENCE MU…$20KCITIZENS COUNT$5KWINTERPORT MEMORIAL LIBR…$4KNEW ENGLAND HISTORIC GEN…$3KNATIONAL COLLEGE OF PROB…$2KUNIVERSITY OF MAINE FOUN…$2KFRIENDS OF ST MARY & AND…$1KUNIVERSITY OF ARIZONA FO…$1K

Grant Size Distribution

56 grants across all recorded years

55<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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).

RecipientPurposeAmount
AMERICAN INDEPENDENCE MUSEUM EXETER, NHOPERATING COSTS$20,000
CITIZENS COUNT HAMPTON, NHOPERATING COSTS$5,000
FRIENDS OF ST MARY & ANDREW CHURCH STRATHAM, NHOPERATING COSTS$1,000
NATIONAL COLLEGE OF PROBATE JUDGES WILLIAMSBURG, VAOPERATING COSTS$2,000
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY BOSTON, MAOPERATING COSTS$2,500
NEW HAMPSHIRE INSTITUTE FOR CIVICS CONCORD, NHEDUCATION$40,000
UNIVERSITY OF ARIZONA FOUNDATION TUCSON, AZEDUCATION$1,000
UNIVERSITY OF MAINE FOUNDATION ORONO, MEEDUCATION$1,642
UNIVERSITY OF NEW HAMPSHIRE FOUNDATION DURHAM, NHEDUCATION$40,000
WINTERPORT MEMORIAL LIBRARY WINTERPORT, MEEDUCATION$3,600

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PETER F H LAMBTRUSTEE$3KH ALFRED CASASSATRUSTEE$2KROBERT A CASASSATRUSTEE$2KJOSEPHINE M STROBLETRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
H ALFRED CASASSATRUSTEE1$2,000
ROBERT A CASASSATRUSTEE1$2,000
PETER F H LAMBTRUSTEE1$3,000
JOSEPHINE M STROBLETRUSTEE1$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.

What is William W Treat Foundation's EIN?

William W Treat Foundation's EIN (Employer Identification Number) is 02-6013780. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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