STRATEGY STUDIO / PUBLIC DATA EXPLORER

LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
Tax period
2021-05-01 to 2022-04-30
Filed
2023-03-14
IRS object ID
202310739349100906
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-03-14T13:34:44-05:00ReturnTs
Tax Period End2022-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050479760PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDSAGER BARTLETT & PIERONI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11275 WAMPANOAG TRAILAddressLine1Txt
CityEAST PROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02915ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046835151EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUBRANO FAMILY CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2EMMETT LYNE TRUSTEE C/O RICH MAY PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLUBRBusinessNameControlTxt
Phone4019352128PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1176 FEDERAL STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHRYN ROBINSONPersonNm
Person TitleADVISORY COMMITTEE MEMBERPersonTitleTxt
Phone4019352128PhoneNum
Signature2023-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATHRYNPersonFirstNm
Person LastROBINSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD P PIERONIPreparerPersonNm
PTINP00189634PTIN
Phone4012729100PhoneNum
Preparation2023-03-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,193,562FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$60,031DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,031DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$188,681NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$188,681CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$248,731TotalRevAndExpnssAmt
Total Net Invst Incm$248,731TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,063TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$35TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,405TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,405TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$46,747OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$46,747OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$54,965TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$48,497TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,440TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$157,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$157,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$212,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$48,497TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$158,690TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,516ExcessRevenueOverExpensesAmt
Net Investment Income$200,234NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$276,876CashBOYAmt
Cash EOY$138,207CashEOYAmt
Cash EOYFMV$138,207CashEOYFMVAmt
Corporate Stock BOY$1,983,326CorporateStockBOYAmt
Corporate Stock EOY$2,119,222CorporateStockEOYAmt
Corporate Stock EOYFMV$2,526,765CorporateStockEOYFMVAmt
Corporate Bonds BOY$566,292CorporateBondsBOYAmt
Corporate Bonds EOY$601,451CorporateBondsEOYAmt
Corporate Bonds EOYFMV$528,590CorporateBondsEOYFMVAmt
Total Assets BOY$2,826,494TotalAssetsBOYAmt
Total Assets EOY$2,858,880TotalAssetsEOYAmt
Total Assets EOYFMV$3,193,562TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,826,494NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,858,880NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,826,494TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,858,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,826,494TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,858,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,826,494TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,516ExcessRevenueOverExpensesAmt
Other Increases$750OtherIncreasesAmt
Subtotal$2,863,760SubtotalAmt
Other Decreases$4,880OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,858,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
STATEMENT AVAILABLE UPON REQUESTP$3,820$3,820
STATEMENT AVAILABLE UPON REQUESTP$184,861$184,861
FieldValueIRS element (for citing)
Capital Gain Net Income$188,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,783InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,783SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,783TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,960TotalPaymentsAndCreditsAmt
Es Penalty$29EsPenaltyAmt
Overpayment$4,148OverpaymentAmt
Applied To ES Tax$4,148AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKATHRYN ROBINSONIndividualWithBooksNm
Phone4019352128PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line187 TRANSIT STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ELIZABETH ANN DWYER
47 HILL FARM ROADPEMBROKEMA02359ADVISORY COMMITTEE MEMBER0.00$0$0$0
STACY JEAN LAMSON
51 SOUTH HAMPTON STREETAMESBURYMA01913ADVISORY COMMITTEE MEMBER0.00$0$0$0
KATHRYN LUBRANO ROBINSON
87 TRANSIT STREETPROVIDENCERI02906ADVISORY COMMITTEE MEMBER1.00$0$0$0
JENNIFER LYNN CLAYTON
25 COLE ROADHINGHAMMA02043ADVISORY COMMITTEE MEMBER0.00$0$0$0
STEPHEN DAVID LUBRANO
30 GOODFELLOW HILL ROADHANOVERNH03755ADVISORY COMMITTEE MEMBER0.00$0$0$0
EMMETT E LYNE
176 FEDERAL STREETBOSTONMA02110TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS,EACH OF WHICH IS AN IRC SEC. 501(C) ORGANIZATION.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,321,400AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$242,871AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,564,271TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,564,271AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,464CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,510,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$175,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$175,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,783TaxBasedOnInvestmentIncomeAmt
Total Tax$2,783TotalTaxAmt
Distributable Before Adj$172,757DistributableBeforeAdjAmt
Recoveries Qualfied Distri$750RecoveriesQualfiedDistriAmt
Distributable Before Ded$173,507DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$173,507DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$158,690ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$158,690QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$173,507DistributableAsAdjustedAmt
Undistributed Income PY$13,053UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$158,690QualifyingDistributionsAmt
Applied To Year1$13,053AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$145,637AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$27,870UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
350NH
4 PARK STREET SUITE 304CONCORDNH03301NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$800
ADIRONDACK MOUNTAIN CLUB
814 GOGGINS RDLAKE GEORGENY12845NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
BARSTOOL FUND CO 30 DAY FUND
1314 RUGBY RDCHARLOTTESVILLEVA22903NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
BOLT
BOX 1893 BROWN UNIVERSITYPROVIDENCERI02912NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,500
BOWDOIN COLLEGE
4100 COLLEGE STATION BRUNSWICKBRUNSWICKME04011NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES; POLAR BEAR ATHLETIC CLUB$500
BREAKTHROUGH MANCHESTER
2108 RIVER ROADMANCHESTERNH03104NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES; 30TH YEAR$3,000
BRIDGTON COMMUNITY CENTER
15 DEPOT STBRIDGTONME04009NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000
BROWN UNIVERSITY
BOX 1893 BROWN UNIVERSITYPROVIDENCERI02912NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000
CENTER FOR GRIEVING CHILDREN
555 FOREST AVENUEPORTLANDME04101NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES; FUNKY BOW FUND$500
CHELSEA JEWISH LIFECARE
165 CAPTAINS ROWCHELSEAMA01250NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
CHILDRENS HOSPITAL AT DARTMOUTH HITCHCOCK
ONE MEDICAL CENTER DRIVE HB 7070LEBANONNH03756NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
CHILDRENS LITERACY FOUNDATION
1536 LOOMIS HILL ROAD 05677WATERBURY CENTERVT05677NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
CITY YEAR SAN ANTONIO
118 N MEDINA STREET 300SAN ANTONIOTX78207NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
COLBY COLLEGE
4000 MAYFLOWER HILL DRIVEWATERVILLEME04901NONEPUBLIC CHARITYLAMSON FAMILY FUND FOR HISTORICAL RESEARCH$1,000
COLBY SAWYER COLLEGE
541 MAIN STREETNEW LONDONNH03257NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
COREY GRIFFIN FOUNDATION
205 NEWBURY STREET 410FRAMINGHAMMA01701NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$800
COVER
158 SOUTH MAIN STREETWHITE RIVER JUNCTIONVT05001NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
CROSSROADS
160 BROAD STREETPROVIDENCERI02903NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
DARTMOUTH FOOTBALL
204 PARKHURSTHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
DERBY ACADEMY
56 BURDITT AVENUEHINGHAMMA02043NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$3,500
DISMAS OF VERMONT
HARTFORD DISMAS HOUSE PO BOX 174HARTFORDVT05047NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
DOCTORS WITHOUT BORDERS
PO BOX 5030HAGERSTOWNMD21741NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
DREAMCORP
436 14TH ST SUITE 920OAKLANDCA94612NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
EARTH JUSTICE
50 CALIFORNIA ST STE 500SAN FRANCISCOCA94111NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
ED ALLEN FUND
131 MILLBROOK SCHOOL ROADMILLBROOKNY12545NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
EMPOWERHER
759 CHIEF JUSTICE CUSHING HIGHWAYCOHASSETMA02025NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000317
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW SUITE 600WASHINGTONDC20009NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
EQUAL JUSTICE INITIATIVE
122 COMMERCE STREETMONTGOMERYAL36105NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
ESSEX WINTER SERIES
PO BOX 383 ESSEXESSEXCT06426NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
FLEUR DE LIS CIRCLE CAMO
120 HOWEVILLE RDFITZWILLIAMNH03477NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
FOOTBALL FAMILY OF LAURA FISHER
PO BOX 8975MADEIRA BEACHFL33738NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
FORK UNION MILITARY ACADEMY
4744 JAMES MADISON HWYFORK UNIONVA23055NONEPUBLIC CHARITYDWYER SCHOLARSHIP FUND$5,000
FRIENDS OF ATHLETICS- COLBY COLLEGE
4900 MAYFLOWER HILLWATERVILLEME04901NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
GIVE DIRECTLY
33 IRVING PLACENEW YORKNY10003NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
GODS LOVE WE DELIVER
166 AVENUE OF THE AMERICASNEW YORKNY10013NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
GOVERNORS ACADEMY
1 ELM STBYFIELDMA01922NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
GRAFTON COUNTY SENIOR CITIZENS COUNCIL
10 CAMPBELL STREET PO BOX 433LEBANONNH03766NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
GRASSROOT SOCCER
15 LEBANON STREETHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
GSHS GRAND STRAND HUMANE SCOIETY
3231 MR JOE WHITE AVEMYRTLE BEACHSC29577NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
HANOVER CONSERVANCY
71 LYME RDHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
HANOVER IMPROVEMENT SOCIETY
57 SOUTH MAIN STREETHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
HARLEM LACROSSE
8 W 126TH STREETNEW YORKNY10027NONEPUBLIC CHARITYSOPHIES MARATHON$5,000
HILTON WINN FARM
174 OGUNQUIT ROADCAPE NEDDICKME03902NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES; YOUTH ENRICHMENT CENTER$2,000
HOLDERNESS SCHOOL
33 CHAPEL LANEHOLDERNESSNH03245NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES; IN HONOR OF PHIL PECK$2,000
HOPEHEALTH
1085 N MAIN STREETPROVIDENCERI02904NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
HORIZONS FOR HOMELESS
1785 COLUMBUS AVENUEROXBURYMA02119NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
INTERNATIONAL RESCUE COMMITTEE
PO BOX 6068ALBERT LEAMN56007NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$50
INTERNATIONAL WOMENS HEALTH COALITION
333 7TH AVENUE 6TH FLOORNEW YORKNY10001NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
IRON MAN FOUNDATION
3407 W DR MARTIN LUTHER KING DRIVETAMPAFL33607NONEPUBLIC CHARITYEMILY CARASS SNYDER MEMORIAL SCHOLARSHIP$4,000
JAYMES FUND FOR SOCIAL JUSTICE
82 PALOMINO LANE STE 703BEDFORDNH03110NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
KEEWAYDIN FOUNDATION
500 RUSTIC LANESALISBURYVT05769NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$150
KRIPALU
57 INTERLAKEN ROADSTOCKBRIDGEMA01262NONEPUBLIC CHARITYMOL SCHOLARSHIP FUND$2,500
LARRY LABONTE RECOVERY CENTER
412 WALDO STRUMFORDME04276NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
LEARNING ALLY
20 ROSZEL ROADPRINCETONNJ08540NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
LISTEN COMMUNITY SERVICES
60 HANOVER STREETLEBANONNH03766NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
LOON PRESERVATION COMMITTEE
183 LEES MILLS RDMOULTONBOROUGHNH03254NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
LUNGSTRONG (PANMASS)
PO BOX 281AMESBURYMA01913NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
MAIN STREET CONGREGATIONAL CHURCH
145 MAIN STREETAMESBURYMA01913NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$4,750
MAINE 4-H FOUNDATION (INNOVATION LAB & LEARNING CENTER BRIDGTON ME)
YORK COMPLEX 1ORANOME04469NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000
MANCHESTER RIVER WALK
PO BOX 1622MANCHESTER CENTERVT05225NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
MASS INC
11 BEACON STREET SUITE 500BOSTONMA02108NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
MILLBROOK SCHOOL ANNUAL FUND
131 MILLBROOK SCHOOL RDMILLBROOKNY12545NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
MOOSE POND ASSOCIATION
PO BOX 674BRIDGTONME04009NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$3,000
MORE THAN WORDS
242 E BERKLEY STREETBOSTONMA02218NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
NATURES CLASSROOM
36 CAMP ROADHANCOCKNH03449NONEPUBLIC CHARITYSARGENT CAMP$1,950
NHPR
2 PILLSBURY STREETCONCORDNH03301NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
ONE LOVE FOUNDATION
44 PONDFIELD ROADBRONXVILLENY10708NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
PAN MASS CHALLENGE
77 4TH AVENUENEEDHAMMA02494NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
PEMBROKE HISTORICAL SOCIETY
116 CENTER STPEMBROKEMA02359NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$4,000
PLANNED PARENTHOOD OF GREATER NEW YORK
26 BLEEKER STREETNEW YORKNY10012NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
PLANNED PARENTHOOD OF GREATER NE
84 HERCULES DR STE 11005446COLCHESTERVT05446NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
POMFRET SCHOOL
398 POMFRET STREETPOMFRET CENTERCT06259NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
POSITIVE TRACKS
35 SOUTH MAIN STREET HANOVER NHHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,00003755
POUGHKEEPSIE FARM PROJECT
51 VASSAR FARM LANEPOUGHKEEPSIENY12603NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$5,000
POW FOUNDATION
9 POINT O WOODS AVENUEPOINT O WOODSNY11706NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
POW VOLUNTEER FIRE DEPARTMENT
9 POINT O WOODS AVENUEPOINT O WOODSNY11706NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$350
PROTECT OUR WINTERS
4676 BROADWAY STREETBOULDERCO80304NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
PROVIDENCE CENTER
528 NORTH MAIN STREETPROVIDENCERI02904NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$250
REACH THE WORLD
222 BROADWAY 18TH FLNEW YORKNY10038NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
RIVIER COLLEGE
420 SOUTH MAIN STREETNASHUANH03060NONEPUBLIC CHARITYGRACE FAMILY SCHOLARSHIP$1,000
RUFUS PORTER MUSEUM
121 MAIN STREETBRIDGTONME04009NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
RUNWAY FOR RECOVERY
29 WATER ST SUITE 216NEWBURYPORTMA01950NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$20,000
SCARBOROUGH LAND TRUST
7 OAK HILL TERRACE SUITE 202SCARBOROUGHME04070NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
SCITUATE ANIMAL HOSPITAL
780 CHIEF JUSTICE CUSHING HIGHWAYSCITUATEMA02066NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
SEBAGO LONG LAKE MUSIC FESTIVAL
PO BOX 544HARRISONME04040NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
ST JOHNS CHURCH
172 MAIN STREETHINGHAMMA02043NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
ST LAWRENCE UNIVERSITY
23 ROMODA DRIVECANTONNY13617NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$3,000
STEVE GLIDDEN FOUNDATION
58 WESTMINSTER ROADNEWTON CENTREMA02459NONEPUBLIC CHARITYCAMPERSHIP FUND$11,750
THE HOWE LIBRARY CORPORATION
13 SOUTH STREETHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
TRUSTEES OF THE RESERVATION
200 HIGH STREETBOSTONMA02110NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
TUCK SCHOOL
100 TUCK HALLHANOVERNH03755NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,050
UPPER VALLEY HABITAT FOR HUMANITY
PO BOX 1038WRJVT05001NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
UPPER VALLEY HAVEN
713 HARTFORD AVENUEWRJVT05001NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
US FIGURE SKATING
20 FIRST STREETCOLORADO SPRINGSCO80906NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
UVHS
PO BOX 789LEBANONNH03766NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
VALEREI ALICE COOK FUND
3959 BROADWAYNEW YORKNY10032NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$500
VISITING NURSE AND HOSPICE OF NH AND VT
PO BOX 881BRATTLEBOROVT05302NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
VITAL COMMUNITIES
195 NORTH MAIN STREETWRJVT05001NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$100
WAKEFIELD FOOD PANTRY
PO BOX 1624WAKEFIELDMA01880NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$2,000
WE ACT
854 AMSTERDAM AVENUE 2ND FLOORNEW YORKNY10031NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$200
WESTOVER SCHOOL
1237 WHITTEMORE ROADMIDDLEBURYCT06762NONEPUBLIC CHARITYFAMILY SCHOLARSHIP$5,000
WILLING HANDS
198 CHURCH STREETNORWICHVT05055NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$50
WORLD CENTRAL KITCHEN
200 MASS AVE NW 7TH FLOORWASHINGTONDC20001NONEPUBLIC CHARITYGENERAL CHARITABLE PURPOSES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$157,250TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,031ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$188,681ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$248,731ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$248,731TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,750Amt
Net Investment Income$1,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$601,451EOYBookValueAmt
EOYFMV$528,590EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$1,357,617$1,504,409
MUTUAL FUNDS$761,605$1,022,356

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX COST ADJUSTMENTDesc
Amt$4,880Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMERRILL LYNCH INVESTMENT FEESDesc
Revenue And Expenses Per Books$46,747RevenueAndExpensesPerBooksAmt
Net Investment Income$46,747NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCHARITABLE CONTRIBUTION RECOVERIESDesc
Amt$750Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ESTIMATED PMT 990PF (FYE 4/30/22)$3,960$0$0
FED PAYMENT (FYE 4/30/21)$1,068$0$0
MA FILING (FYE 4/30/21)$35$0$35