ANTHONY AND GLADYS SAKOWICH CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND GLADYS SAKOWICH CHARITABLE FOUNDATION (EIN 47-5387265)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349104195
- Schema version
- 2023v5.0
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:16:41-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475387265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANTHONY & GLADYS SAKOWICH | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 6034962075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1370 | AddressLine1Txt |
| City | TILTON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03276 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J GAUDET SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6034962075 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | GAUDET SR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $11,202,718 | 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 |
| Interest On Sav Rev And Expnss | $23,865 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,865 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $257,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $257,008 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $168,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,908,340 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $168,527 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $449,400 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $449,400 | 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 |
| Accounting Fees Rev And Expnss | $5,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,813 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,812 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $37,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,222 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $114 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,000 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $500 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,249 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,529 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,210 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,146 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $545,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $545,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $591,210 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $549,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$141,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $407,336 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,079 | CashBOYAmt |
| Cash EOY | $66,980 | CashEOYAmt |
| Cash EOYFMV | $66,980 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $195,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $729,747 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $729,747 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $498,436 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,678,330 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,455,070 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,405,991 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,393,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,251,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,202,718 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $10,393,607 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,251,797 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,393,607 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,251,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,393,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,251,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,393,607 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$141,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,251,797 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,251,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 8874 | $2,381,822 | $2,241,377 | $140,445 | $140,445 | |
| PUBLICLY TRADED SECURITIES - 9325 | $499,899 | $498,436 | $1,463 | $1,463 | |
| CAPITAL GAINS DIVIDENDS | $26,619 | $26,619 | $26,619 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $168,527 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,662 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,662 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,662 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,301 | 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 | $5,301 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $361 | 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 | NH | 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 | PAUL J GAUDET SR | IndividualWithBooksNm |
| Phone | 6034962075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 295 MAIN ST PO BOX 1370 | AddressLine1Txt |
| City | TILTON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03276 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL J GAUDET SR | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| DONNA GAUDET HOSMER | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | CLERK | 4.00 | $0 | $0 | $0 |
| ROBERT F SMITH SR | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TREASURER | 4.00 | $0 | $0 | $0 |
| CHELSEY GAUDET PARKS | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DENNIS J GAUDET | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL J GAUDET JR | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN G CRONIN | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BRENDA M STOWE | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT RORISTON | ||||||||
| PO BOX 1370 | TILTON | NH | 03276 | TRUSTEE | 2.00 | $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 | $10,440,270 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,845,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,845,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,682,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $534,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $534,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,662 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,662 | TotalTaxAmt |
| Distributable Before Adj | $528,481 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $528,481 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $528,481 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $549,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $549,146 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $528,481 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,691 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $46,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $549,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $528,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,665 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $67,356 | 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 | $46,691 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,665 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABENAKI OUTING CLUB | ||||||
| 704 NORTH MAIN ST | WOLFEBORO | NH | 03894 | PC | OPERATING SUPPORT | $5,000 |
| BELKNAP MILL SOCIETY | ||||||
| 25 BEACON ST E 1 | LACONIA | NH | 03246 | PC | OPERATING SUPPORT | $30,000 |
| BOW FOUNDATION | ||||||
| PO BOX 5612 | CHARLOTTESVILLE | VA | 22905 | PC | OPERATING SUPPORT | $10,000 |
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | OPERATING SUPPORT | $15,000 |
| BOYS & GIRLS CLUB OF THE LAKES REGION | ||||||
| 876 N MAIN ST | LACONIA | NH | 03246 | PC | OPERATING SUPPORT | $2,000 |
| BREAD & ROSES LAWRENCE | ||||||
| 58 NEWBURY ST | LAWRENCE | MA | 01840 | PC | OPERATING SUPPORT | $25,000 |
| BRIGHAM AND WOMENS HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | PC | OPERATING SUPPORT | $50,000 |
| CAMP ALLEN | ||||||
| 56 CAMP ALLEN ROAD | BEDORD | NH | 03110 | PC | OPERATING SUPPORT | $15,000 |
| CATHOLIC MEDICIAL CENTER | ||||||
| 293 WILSON ST APT 210 | MANCHESTER | NH | 03103 | PC | OPERATING SUPPORT | $2,000 |
| CIRCLE PROGRAM | ||||||
| 85 MAIN ST | PLYMOUTH | NH | 03264 | PC | OPERATING SUPPORT | $5,000 |
| FAMILY PROMISE OF CONCORD | ||||||
| 79 CLINTON ST | CONCORD | NH | 03301 | PC | OPERATING SUPPORT | $25,000 |
| FIRST CONGREGATIONAL CHURCH OF WOLFEBORO | ||||||
| 115 S MAIN ST | WOLFEBORO | NH | 03894 | PC | OPERATING SUPPORT | $5,000 |
| GILFORD COMMUNITY CHURCH | ||||||
| 19 POTTER HILL RD | GILFORD | NH | 03249 | PC | OPERATING SUPPORT | $4,000 |
| GOVERNORS ISLAND CLUB | ||||||
| 2696 LAKE SHORE RD | GILFORD | NH | 03249 | PC | OPERATING SUPPORT | $1,000 |
| GRANITE STATE CHILDREN'S ALLIANCE | ||||||
| 72 S RIVER RD | BEDFORD | NH | 03110 | PC | OPERATING SUPPORT | $10,000 |
| HOLY TRINITY CATHOLIC SCHOOL | ||||||
| 90 CHURCH STREET | LACONIA | NH | 03246 | PC | ENDOWMENT FUNDING | $2,500 |
| HOLY TRINITY CATHOLIC SCHOOL | ||||||
| 50 CHURCH STREET | LACONIA | NH | 03246 | PC | OPERATING SUPPORT | $31,500 |
| KIWANIS CLUB OF GREATER LAWRENCE FOUNDATION | ||||||
| PO BOX 3068 | ANDOVER | MA | 01810 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $10,000 |
| LAHEY CLINIC HOSPITAL | ||||||
| 41 BURLINGTON MALL ROAD | BURLINGTON | MA | 01805 | PC | OPERATING SUPPORT | $50,000 |
| LAHEY HOSPITAL MEDICAL CENTER | ||||||
| 31 MALL ROAD | BURLINGTON | MA | 01805 | PC | OPERATING SUPPORT | $50,000 |
| LAKES REGION CANCER SUPPORT | ||||||
| 1 MILL PLAZA | LACONIA | NH | 03246 | PC | OPERATING SUPPORT | $25,000 |
| LAKES REGION MENTAL HEALTH | ||||||
| 40 BEACON ST E | LACONIA | NH | 03246 | PC | OPERATING SUPPORT | $10,000 |
| LAKES REGION SCHOLARSHIP | ||||||
| 14 COUNTRY CLUB RD | GILFORD | NH | 03249 | PC | OPERATING SUPPORT | $5,000 |
| LOON PRESERVATION COMMITTEE | ||||||
| 183 LEES MILL RD | MOULTONBOROUGH | NH | 03254 | PC | OPERATING SUPPORT | $1,000 |
| MANCHESTER TACTICAL OFFICERS ASSOC | ||||||
| 405 VALLEY ST | MANCHESTER | NH | 03103 | PC | OPERATING SUPPORT | $1,000 |
| MERRIMACK VALLEY YMCA | ||||||
| 280 MERRIMACK ST | LAWRENCE | MA | 01843 | PC | OPERATING SUPPORT | $60,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | ||||||
| 4301 WILSON BLVD SUITE 300 | ARLINGTON | VA | 22203 | PC | OPERATING SUPPORT | $5,000 |
| NOTRE DAME CHRISTO HIGH SCHOOL | ||||||
| 203 LAWRENCE ST | METHUEN | MA | 01844 | PC | OPERATING SUPPORT | $25,000 |
| PAN-MASS CHALLENGE | ||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PC | OPERATING SUPPORT | $1,000 |
| ROWELL'S SERVICES-SANTA FUND | ||||||
| 359 TILTON RD | NORTHFIELD | NH | 03276 | PC | OPERATING SUPPORT | $1,000 |
| SAINT ANDRE BESSETTE PARISH | ||||||
| 291 UNION AVE | LACONIA | NH | 03246 | PC | OPERATING SUPPORT | $10,000 |
| THE CURE STARTS NOW | ||||||
| 10280 CHESTER ROAD | CINCINNATI | OH | 45215 | PC | OPERATING SUPPORT | $1,000 |
| THE GIVING FOUNDATION | ||||||
| 0324 MAIN STREET 23 | LAUREL | MD | 20725 | PC | OPERATING SUPPORT | $5,000 |
| THE NICK | ||||||
| 10 TROTTING TRACK RD | WOLFEBORO | NH | 03894 | PC | OPERATING SUPPORT | $5,000 |
| TILTON SCHOOL | ||||||
| 30 SCHOOL ST | TILTON | NH | 03276 | PC | OPERATING SUPPORT | $10,000 |
| TOP NOTCH SCHOLARS LAWRENCE | ||||||
| 60 ISLAND ST SUITE 200 | LAWRENCE | MA | 01840 | PC | OPERATING SUPPORT | $10,000 |
| WEBSTER HOUSE | ||||||
| 135 WEBSTER ST | MANCHESTER | NH | 03104 | PC | OPERATING SUPPORT | $12,000 |
| WINNAERO FLIGHT SCHOLARSHIP | ||||||
| 65 AVIATION WAY | GILFORD | NH | 03249 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $545,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,865 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $257,008 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $168,527 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $449,400 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $449,400 | 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 | $5,625 | Amt |
| Net Investment Income | $2,813 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,812 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $9,455,070 | EOYBookValueAmt |
| EOYFMV | $10,405,991 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $1,289 | $644 | $645 |
| STATE FILING FEES | $75 | $0 | $75 |
| OTHER INVESTMENT EXPENSE | $885 | $885 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $36,768 | $36,768 | $0 |
| ADMINISTRATIVE SERVICES EXPENSE | $568 | $454 | $114 |