Curtis Fund Inc
Donations deductibleRevenue
$1.3m
year to 31 December 2024
Expenses
$2.6m
year to 31 December 2024
Total assets
$34.3m
$63k liabilities
Net assets
$34.2m
assets less liabilities
Directors and trustees
9
6.0 years on average
Staff
0
8 volunteers
Left since last filing
0
no seats appear to have opened
Officers and senior staff
5
named in Part VII
Curtis Fund Inc's network
9 people9 organisationsi9 people and 9 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (9). Violet dotted lines (9) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
9 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 9 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Amy Mellencamp | President | 2018 | 8 yrs |
| Daniel Smith (also filed as Dan Smith) | Company secretary | 2020 | 6 yrs |
| Hillary Burrows | Director | 2022 | 4 yrs |
| Joan Goldstein | Vice- President | 2022 | 4 yrs |
| Leilani Pearl | Director | 2022 | 4 yrs |
| Michael Breen | Treasurer | 2018 | 8 yrs |
| Michael Metz | Director Until 12/31/24 | 2020 | 6 yrs |
| Peggy Williams | Director | 2020 | 6 yrs |
| Seth Bowden | Director | 2022 | 4 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
5 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Amy Mellencamp | President | 2023 |
| Lauren Philie | Executive Director | 2024 |
| Michael Breen | Treasurer | 2023 |
| Michael Metz | Vice- President | 2023 |
| Shana Trombley | Executive Director Until 2/9/24 | since 2022 |
Pay and hours
year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Daniel Smith | Secretary | 0.5 | $0 | $245k | $75k |
| Amy Mellencamp | President | 0.5 | $0 | ||
| Joan Goldstein | Vice- President | 0.5 | $0 | ||
| Michael Breen | Treasurer | 0.5 | $0 | ||
| Peggy Williams | Director | 0.5 | $0 | ||
| Seth Bowden | Director | 0.5 | $0 | ||
| Leilani Pearl | Director | 0.5 | $0 | ||
| Hillary Burrows | Director | 0.5 | $0 | ||
| Michael Metz | Director Until 12/31/24 | 0.5 | $0 | ||
| Lauren Philie | Executive Director | 32 | $0 | $47k | $26k |
| Shana Trombley | Executive Director Until 2/9/24 | 0.5 | $0 |
About
- Legal name
- Curtis Fund Inc
- EIN
- 036009912
- Address
- 3 Court St, Middlebury, VT, 05753-1405
- State
- Vermont
- Mission
- The curtis fund provides educational scholarships to vermont students pursuing a postsecondary education, aiming to level the playing field so that every vermonter has a chance to obtain the education they need, regardless of family background, income level, or birthplace. (as filed on the Form 990)
- Activity (NTEE)
- B82 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 8 (IRS master file code)
- Formed
- 2018
- Principal officer
- Daniel Smith (as named on the Form 990)
- IRS ruling date
- 1 April 2024
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
- IRS Publication 78
- SO (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedSUPPORTED ORGANIZATIONVermont Community FoundationRelatedSUPPORTS THE VERMONT COMMUNITY FOUNDATIONLet's Grow Kids IncRelatedSUPPORTS THE VERMONT COMMUNITY FOUNDATIONJ Warren and Lois McClure Foundation IncRelatedSUPPORTS THE VERMONT COMMUNITY FOUNDATIONAddison Country Athletic Foundation
Longest observed on the filings
≥8years on the filingsAmy Mellencamp
≥8years on the filingsMichael Breen
≥6years on the filingsDaniel Smith
≥6years on the filingsMichael Metz
Latest return
year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.- Total assets
- $34.3m
- Total liabilities
- $63k
- Net assets or fund balances
- $34.2m
- Contributions and grants received
- $179k
- Program service revenue
- $0
- Grants and similar paid out
- $2.2m
- Employees
- 0
- Volunteers
- 8
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $1.3m | $2.6m | Deficit $1.3m |
As filed on the IRS Form 990. US dollars.
Grants paid
3 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Vermont Scholarship Fund Co Vermont Student Assistance Corporation | To provide scholarship awards from the curtis fund, inc. | $2.1m |
| Vermont Association for the Education of Young Children | To provide scholarship awards from the curtis fund, inc. | $116k |
| Community College of Vermont | To provide scholarship awards from the curtis fund, inc. | $20k |