MATCH SANDERSON FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MATCH SANDERSON FOUNDATION (EIN 85-2906209)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349100429
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T08:13:31-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PL STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852906209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATCH SANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MATC | BusinessNameControlTxt |
| Phone | 6174392135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 BRACKETT ROAD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03870 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS K SANDERSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9727315440 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,875,374 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $40,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $40,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,403,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $359,968 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $359,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $691 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $346 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,101 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,460 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,447 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $210,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $210,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,785 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,447 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,183 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $322,521 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,442 | CashBOYAmt |
| Cash EOY | $14,492 | CashEOYAmt |
| Cash EOYFMV | $14,492 | CashEOYFMVAmt |
| Other Investments BOY | $3,245,693 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,359,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,860,882 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,270,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,374,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,875,374 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $22,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,239,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,352,318 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,239,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,352,318 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,270,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,374,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,239,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,183 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,000 | OtherIncreasesAmt |
| Subtotal | $3,352,318 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,352,318 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB #2529 (SUPPORT AVAILABLE UPON REQUEST) | P | 2025-01-01 | 2025-07-01 | $273,872 | $298,869 | -$24,997 | -$24,997 |
| CHARLES SCHWAB #2529 (SUPPORT AVAILABLE UPON REQUEST) | P | 2023-07-01 | 2025-07-01 | $1,129,479 | $785,443 | $344,036 | $344,036 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319,039 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,483 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,483 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $840 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,643 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS K SANDERSON | IndividualWithBooksNm |
| Phone | 9787719979 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 491 BRACKETT ROAD | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS K SANDERSON | ||||||||
| 491 BRACKETT ROAD | RYE | NH | 03870 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANNETTE M SANDERSON | ||||||||
| 491 BRACKETT ROAD | RYE | NH | 03870 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,483,369 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,506,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,506,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $67,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,438,913 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $221,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $221,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,483 | TotalTaxAmt |
| Distributable Before Adj | $217,463 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $217,463 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $217,463 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $210,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $9,985 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,985 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $210,325 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,138 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,138 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,847 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,847 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS K SANDERSON | ContributingManagerNm |
| Contributing Manager | ANNETTE M SANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEACH | |||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NC | TO CONTRIBUTE TO THE ALZHEIMER'S DISEASE RESEARCH. | $2,500 | |
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PKWY NW STE | KENNESAW | GA | 30144 | NC | TO CONTRIBUTE TO THE AMERICAN CANCER SOCIETY. | $5,000 | 200 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NC | TO CONTRIBUTE TO THE AMERICAN HEART ASSOCIATION. | $5,000 | |
| AMERICAN KIDNEY FUND | |||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | NC | TO CONTRIBUTE TO THE AMERICAN KIDNEY FUND. | $2,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 430 17TH STREET | WASHINGTON | DC | 20006 | NC | TO CONTRIBUTE TO THE AMERICAN RED CROSS. | $5,000 | |
| BOSTON CHILDREN'S HOSPITAL | |||||||
| 300 LONGWOOD AVE | BOSTON | MA | 02115 | NC | TO CONTRIBUTE TO BOSTON CHILDREN'S HOSPITAL. | $2,000 | |
| CATHOLIC CHARITIES NH | |||||||
| 2050 BALLENGER AVE STE 400 | ALEXANDRIA | VA | 22314 | NC | TO CONTRIBUTE TO CATHOLIC CHARITIES NH. | $1,000 | |
| CHARITY WATCH | |||||||
| PO BOX 578460 | CHICAGO | IL | 60657 | NC | TO CONTRIBUTE TO CHARITY WATCH. | $75 | |
| CROSSROADS HOUSE PORTSMOUTH | |||||||
| 600 LAFAYETTE RD | PORTSMOUTH | NH | 03801 | NC | TO CONTRIBUTE TO CROSSROADS HOUSE PORTSMOUTH. | $15,000 | |
| DANA FARBER | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NC | TO CONTRIBUTE TO DANA FARBER. | $5,000 | |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET STE 700 | CHICAGO | IL | 60601 | NC | TO CONTRIBUTE TO FEEDING AMERICA. | $12,000 | |
| GATHER NETWORK FOR GOOD | |||||||
| 7540 LYNDON B JOHNSON FWY | DALLAS | TX | 75251 | NC | TO CONTRIBUTE TO GATHER NETWORK FOR GOOD. | $10,000 | |
| HOME FOR OUR TROOPS | |||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | NC | TO CONTRIBUTE TO HOME FOR OUR TROOPS. | $10,000 | |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 301 UNIVERSITY BLVD STE 1031 | INDIANAPOLIS | IN | 46202 | NC | TO CONTRIBUTE TO THE INDIANA UNIVERSITY FOUNDATION. | $5,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | NC | TO CONTRIBUTE TO THE JUVENILE DIABETES RESEARCH FOUNDATION. | $5,000 | |
| MAKE A WISH | |||||||
| 1702 E HIGHLAND AVE SUITE 400 | PHOENIX | AZ | 85016 | NC | TO CONTRIBUTE TO MAKE A WISH FOUNDATION. | $15,000 | |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NC | TO CONTRIBUTE TO THE MD ANDERSON CANCER CENTER. | $5,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NC | TO CONTRIBUTE TO THE MEMORIAL SLOAN KETTERING CANCER CENTER. | $5,000 | |
| MERCURY ONE | |||||||
| PO BOX 140489 | IRVING | TX | 75014 | NC | TO CONTRIBUTE TO MERCURY ONE. | $10,000 | |
| NATIONAL BREAST CANCER COALITION | |||||||
| 2001 L STREET NW STE 500 | WASHINGTON | DC | 20036 | NC | TO CONTRIBUTE TO THE NATIONAL BREAST CANCER COALITION. | $2,000 | |
| NATIONAL MS SOCIETY | |||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NC | TO CONTRIBUTE TO THE NATIONAL MS SOCIETY. | $1,000 | |
| NAVY SEALS | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | NC | TO CONTRIBUTE TO THE NAVY SEALS. | $5,000 | |
| OPERATION BLESSING | |||||||
| 977 CENTERVILLE TURNPIKE | VIRGINIA BEACH | VA | 23463 | NC | TO CONTRIBUTE TO OPERATION BLESSING. | $5,000 | |
| PARKLAND FOUNDATION | |||||||
| 1341 W MOCKINGBIRD LN STE 1100E | DALLAS | TX | 75247 | NC | TO CONTRIBUTE TO PARKLAND FOUNDATION. | $10,000 | |
| PER SCHOLAS | |||||||
| 804 E 138TH ST 2 | BRONX | NY | 10454 | NC | TO CONTRIBUTE TO PER SCHOLAS. | $2,500 | |
| PORTSMOUTH HS SCHOLARSHIPS | |||||||
| 50 ANDREW JARVIS DRIVE | PORTSMOUTH | NH | 03801 | NC | TO CONTRIBUTE TO PORTSMOUTH HS SCHOLARSHIPS. | $7,500 | |
| PRISON ENTREPRENEURSHIP PROGRAM | |||||||
| 10830 NORTH CENTRAL EXPRESSWAY 240 | DALLAS | TX | 75231 | NC | TO CONTRIBUTE TO PRISON ENTREPRENEURSHIP PROGRAM. | $5,000 | |
| PROSTATE CANCER FOUNDATION | |||||||
| 300 CORPORATE POINTE WALK STE 383 | CULVER CITY | CA | 90230 | NC | TO CONTRIBUTE TO THE PROSTATE CANCER FOUNDATION. | $5,000 | |
| RYE NH FIRE DEPARTMENT | |||||||
| 555 WASHINGTON RD | RYE | NH | 03870 | NC | TO CONTRIBUTE TO THE RYE NH FIRE DEPARTMENT. | $2,500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NC | TO CONTRIBUTE TO ST. JUDE CHILDREN'S RESEARCH HOSPITAL. | $10,000 | |
| ST MATTHEW CATHOLIC CHURCH | |||||||
| 8015 BALLANTYNE COMMONS PKWY | CHARLOTTE | NC | 28277 | NC | TO CONTRIBUTE TO ST. MATTHEW CATHOLIC CHURCH. | $5,000 | |
| THE SALVATION ARMY | |||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NC | TO CONTRIBUTE TO THE SALVATION ARMY. | $5,000 | |
| TUNNELS TO TOWERS | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NC | TO CONTRIBUTE TO TUNNELS TO TOWERS. | $10,000 | |
| TURNING POINT USA | |||||||
| 217 1/2 E ILLINOIS ST | LEMONT | IL | 60439 | NC | TO CONTRIBUTE TO TURNING POINT USA. | $5,000 | |
| UMASS AMHERST | |||||||
| CAMPUS OFFICE | AMHERST | MA | 01003 | NC | TO CONTRIBUTE TO UMASS AMHERST. | $10,000 | |
| WHITE HORSE RECOVERY | |||||||
| 70 NH-16B | CENTER OSSIPEE | NH | 03814 | NC | TO CONTRIBUTE TO WHITE HORSE RECOVERY. | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $210,325 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $319,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $359,968 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,968 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,359,826 | BookValueAmt |
| EOYFMV | $4,860,882 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $691 | LegalFeesAmt |
| Net Investment Income | $346 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CARD FEE | $150 | $150 | $0 |
| INVESTMENT MANAGEMENT FEES | $34,951 | $34,951 | $0 |
| TRAVEL EXPENSES | $806 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR CASH FLOW TIMING DIFFERENCES | Desc |
| Amt | $5,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $31,000 | BOYBookValueAmt |
| EOY Book Value | $22,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MA STATE TAX | $36 | $0 | $0 |
| FOREIGN TAXES | $0 | $0 | $0 |
| FEDERAL TAX PAYMENTS | $826 | $0 | $0 |