The Marvin L And Norma J Hathaway Foundation

Waterbury, VT
Tax-exempt since June 1998
EIN: 52-6908571

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$61k (2024)

Expenses

$87.8k (2024)

Total Assets

$481k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$60,996

Expenses

$87,805

Net Income

-$26,809

Net Assets

$481,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,525	2.5%
Dividends	$15,194	24.9%
Sales of Assets	$44,277	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,993	90.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$481,499
Total Liabilities	$0
Net Assets	$481,499

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$28,859

Expenses

$82,876

Net Income

-$54,017

Net Assets

$508,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,381	8.3%
Dividends	$14,758	51.1%
Sales of Assets	$11,720	40.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,300	88.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$508,308
Total Liabilities	$0
Net Assets	$508,308

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$125,884

Expenses

$117,857

Net Income

$8,027

Net Assets

$562,325

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$565	0.4%
Dividends	$13,871	11.0%
Sales of Assets	$111,448	88.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,325	85.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$562,325
Total Liabilities	$0
Net Assets	$562,325

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$89,930

Expenses

$138,696

Net Income

-$48,766

Net Assets

$554,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$14,213	15.8%
Sales of Assets	$75,713	84.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$131,000	94.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$554,298
Total Liabilities	$0
Net Assets	$554,298

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$25,996

Expenses

$142,910

Net Income

-$116,914

Net Assets

$603,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$232	0.9%
Dividends	$14,496	55.8%
Sales of Assets	$11,268	43.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,000	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$603,064
Total Liabilities	$1
Net Assets	$603,063

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$105,646

Expenses

$120,244

Net Income

-$14,598

Net Assets

$719,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$405	0.4%
Dividends	$16,518	15.6%
Sales of Assets	$88,723	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,361	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$719,978
Total Liabilities	$1
Net Assets	$719,977

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$60,979

Expenses

$94,295

Net Income

-$33,316

Net Assets

$734,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$402	0.7%
Dividends	$17,225	28.2%
Sales of Assets	$43,352	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,000	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$734,576
Total Liabilities	$0
Net Assets	$734,576

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$129,778

Expenses

$86,224

Net Income

$43,554

Net Assets

$767,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$189	0.1%
Dividends	$17,276	13.3%
Sales of Assets	$112,313	86.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,375	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$767,892
Total Liabilities	$0
Net Assets	$767,892

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$62,913

Expenses

$54,516

Net Income

$8,397

Net Assets

$724,338

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$117	0.2%
Dividends	$15,905	25.3%
Sales of Assets	$46,891	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,825	82.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$724,338
Total Liabilities	$0
Net Assets	$724,338

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on Aug. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$91,295

Expenses

$81,614

Net Income

$9,681

Net Assets

$715,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$19,194	21.0%
Sales of Assets	$72,076	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,425	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$715,941
Total Liabilities	$0
Net Assets	$715,941

Compensation

Key Employees and Officers	Compensation	Other
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

990-PF

Filed on May 12, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$57,115

Expenses

$49,991

Net Income

$7,124

Net Assets

$706,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$17,462	30.6%
Sales of Assets	$39,628	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,385	76.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$706,260
Total Liabilities	$0
Net Assets	$706,260

Compensation

Key Employees and Officers	Compensation	Other
Marvin Hathaway (Trustee)	$0	$0
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

+ View more people

990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$113,312

Expenses

$63,331

Net Income

$49,981

Net Assets

$699,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$17,247	15.2%
Sales of Assets	$96,040	84.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,967	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$699,136
Total Liabilities	$0
Net Assets	$699,136

Compensation

Key Employees and Officers	Compensation	Other
Marvin Hathaway (Trustee)	$0	$0
Norma Hathaway (Trustee)	$0	$0
Lynn H Bortree (Trustee)	$0	$0
Robert Sloan (Trustee)	$0	$0

+ View more people

990-PF

Filed on June 26, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$30,436

Expenses

$55,072

Net Income

-$24,636

Net Assets

$649,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.1%
Dividends	$25,580	84.0%
Sales of Assets	$4,773	15.7%
Other Income	$45	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,833	74.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$649,155
Total Liabilities	$1
Net Assets	$649,154

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$36,707

Expenses

$49,043

Net Income

-$12,336

Net Assets

$673,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$827	2.3%
Dividends	$23,157	63.1%
Sales of Assets	$11,979	32.6%
Other Income	$744	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,554	76.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$673,791
Total Liabilities	$0
Net Assets	$673,791

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

The Marvin L And Norma J Hathaway Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $61k (2024)

Expenses $87.8k (2024)

Total Assets $481k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$61k (2024)

Expenses

$87.8k (2024)

Total Assets

$481k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001