JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES F KELLY AND FERNANDE KELLY CHARITABLE TR (EIN 03-6117463)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-01-03
- IRS object ID
- 202400129349100300
- Schema version
- 2022v5.0
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-01-03T11:00:35-06:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 036117463 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES F KELLY AND FERNANDE KELLY CHARITABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 8777731229 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 COMMERCE PARK NORTH-WEALTH | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRICIA J SMITH | PersonNm |
| Person Title | TD Bank Trustee | PersonTitleTxt |
| Phone | 8777731229 | PhoneNum |
| Signature | 2024-01-03 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $209,198 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $5,460 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,460 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,270 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $210,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$7,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,876 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,876 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,236 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,257 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,257 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $103,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $90,023 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $99,826 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $112,097 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $105,483 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,115 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $222,999 | TotalAssetsBOYAmt |
| Total Assets EOY | $199,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $209,198 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $222,999 | CapitalStockBOYAmt |
| Capital Stock EOY | $199,763 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $199,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,999 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $199,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,236 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $199,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $199,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 33. ISHARES 7-10 YEAR TREASURY BOND ETF | 2022-07-28 | 2023-01-27 | $3,266 | $3,456 | -$190 | -$190 | |
| 65. ISHARES MSCI EAFE ETF | 2022-11-17 | 2023-01-27 | $4,657 | $4,211 | $446 | $446 | |
| 89. VANGUARD SHORT TERM BOND ETF | 2022-04-25 | 2023-01-27 | $6,774 | $6,880 | -$106 | -$106 | |
| 37. VANGUARD SHORT TERM BOND ETF | 2019-02-05 | 2023-01-27 | $2,816 | $2,931 | -$115 | -$115 | |
| 228.238 FED HER OPP HIGH YIELD BD-IN | 2022-07-28 | 2023-01-30 | $1,956 | $1,986 | -$30 | -$30 | |
| 46.478 MFS GROWTH FUND I | 2018-05-09 | 2023-01-30 | $6,539 | $4,850 | $1,689 | $1,689 | |
| 88.473 NEUBERGER BERMAN EQUITY SER GENESIS INSTL | 2020-01-14 | 2023-01-30 | $5,104 | $4,872 | $232 | $232 | |
| 172.707 PARNASSUS CORE EQUITY FD-INS | 2016-08-09 | 2023-01-30 | $8,454 | $6,810 | $1,644 | $1,644 | |
| 2105.698 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I | 2021-12-23 | 2023-01-30 | $18,846 | $22,201 | -$3,355 | -$3,355 | |
| 5. ISHARES 7-10 YEAR TREASURY BOND ETF | 2022-04-26 | 2023-05-25 | $485 | $520 | -$35 | -$35 | |
| 91.919 MFS LOW VOLATILITY GLOBAL EQUITY I | 2022-02-18 | 2023-05-25 | $1,365 | $1,409 | -$44 | -$44 | |
| 7.548 MFS GROWTH FUND I | 2018-05-09 | 2023-05-25 | $1,166 | $788 | $378 | $378 | |
| 33. ISHARES 7-10 YEAR TREASURY BOND ETF | 2022-11-17 | 2023-10-05 | $2,990 | $3,186 | -$196 | -$196 | |
| 323. ISHARES 7-10 YEAR TREASURY BOND ETF | 2022-05-16 | 2023-10-05 | $29,261 | $33,532 | -$4,271 | -$4,271 | |
| 251.647 BLACKROCK EQUITY DIVIDEND FUND-I | 2023-01-30 | 2023-10-06 | $4,522 | $4,814 | -$292 | -$292 | |
| 1552.966 BLACKROCK EQUITY DIVIDEND FUND-I | 2021-02-24 | 2023-10-06 | $27,907 | $34,323 | -$6,416 | -$6,416 | |
| 315.7 FED HER OPP HIGH YIELD BD-IN | 2022-07-28 | 2023-10-06 | $2,614 | $2,747 | -$133 | -$133 | |
| 162.928 HARDING LOEVNER INTL EQUITY FUND-IN | 2023-01-30 | 2023-10-06 | $3,917 | $4,140 | -$223 | -$223 | |
| 175.34 HARDING LOEVNER INTL EQUITY FUND-IN | 2020-11-18 | 2023-10-06 | $4,215 | $4,659 | -$444 | -$444 | |
| 1312.401 LORD ABBET SHRT DUR INC-I | 2023-01-30 | 2023-10-06 | $4,974 | $5,066 | -$92 | -$92 | |
| 271.672 MFS LOW VOLATILITY GLOBAL EQUITY I | 2023-01-30 | 2023-10-06 | $3,977 | $3,980 | -$3 | -$3 | |
| 1252.22 MFS LOW VOLATILITY GLOBAL EQUITY I | 2022-02-18 | 2023-10-06 | $18,333 | $18,858 | -$525 | -$525 | |
| 1384.227 METROPOLITAN WEST FDS #512 TOTAL RET CL I | 2023-01-30 | 2023-10-06 | $11,794 | $12,901 | -$1,107 | -$1,107 | |
| 2093.236 METROPOLITAN WEST FDS #512 TOTAL RET CL I | 2022-07-28 | 2023-10-06 | $17,834 | $21,641 | -$3,807 | -$3,807 | |
| 83.325 NEUBERGER BERMAN EQUITY SER GENESIS INSTL | 2019-02-28 | 2023-10-06 | $4,772 | $4,577 | $195 | $195 | |
| 107.84 PARNASSUS CORE EQUITY FD-INS | 2022-03-25 | 2023-10-06 | $5,690 | $6,323 | -$633 | -$633 | |
| 6. ISHARES CORE MSCI EAFE ETF | 2023-10-05 | 2023-11-17 | $402 | $379 | $23 | $23 | |
| 20. SPDR SERIES TRUST ETF | 2023-10-05 | 2023-11-17 | $1,060 | $999 | $61 | $61 | |
| 3.492 MFS GROWTH FUND I | 2018-05-09 | 2023-11-20 | $610 | $364 | $246 | $246 | |
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,833 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,270 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $9 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD Bank NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8777731229 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 COMMERCE PARK NORTH | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TD Bank NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Commerce Park North | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,876 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $205,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,235 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $213,616 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $213,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $210,412 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,521 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,521 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9 | TotalTaxAmt |
| Distributable Before Adj | $10,512 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,512 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,512 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,512 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $173 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $202 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $915 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $903 | 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 | $161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $742 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $202 | ExcessFromYear4Amt |
| Excess From Year3 | $154 | ExcessFromYear3Amt |
| Excess From Year2 | $180 | ExcessFromYear2Amt |
| Excess From Year1 | $206 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Wendy Brown | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 Commerce Park North | AddressLine1Txt |
| City | Bedford | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8777731229 | RecipientPhoneNum |
| Form And Info And Materials | None | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Organizations that can receive deductible charitable contributions under IRC 170 (c) (2) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CROTCHED MOUNTAIN FOUNDATION | ||||||||
| C/O LIFELINE FINANCIAL SERVICES | 40 SOUTH RIVER RD | BEDFORD | NH | 03110 | NONE | 501(C)(3) | SUPPORT COMMUNITY CARE | $1,600 |
| ROCKINGHAM VISITING NURSE | ||||||||
| ASSOCIATION AND HOSPICE | 137 EPPING ROAD | EXETER | NH | 03833 | NONE | 501 (C)(3) | OPERATING SUPPORT | $1,300 |
| HARBOR HOMES INC | ||||||||
| 77 NORTHEASTERN BLVD | NASHUA | NH | 03062 | NONE | 501(C)(3) | TO FUND SOCIAL CLUB | $1,600 | |
| SURRY VILLAGE CHARTER SCHOOL | ||||||||
| 449 RT 12A | SURRY | NH | 03431 | NONE | 501(C)(3) | TO ASSIST WITH PURCHASE OF | $2,000 | |
| EXETER HOSPITAL INC | ||||||||
| ATTN ERIKA SPIEGEL-SANBORN | 5 ALUMNI DRIVE | EXETER | NH | 03883 | NONE | 501 (C)(3) | OPERATING SUPPORT | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,270 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,810 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS - FIXED INCOME | BondNm |
| EOY Book Value | $105,483 | EOYBookValueAmt |
| EOYFMV | $105,115 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS - EQUITIES | StockNm |
| EOY Book Value | $90,023 | EOYBookValueAmt |
| EOYFMV | $99,826 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $116 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $7 | $7 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | $2 | $0 |