STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE BUTLER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BUTLER FOUNDATION (EIN 22-2701588)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202341329349102489
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T13:22:12-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN873231666PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1150 PRESIDENTIAL WAY SUITE 510AddressLine1Txt
CityWOBURNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222701588EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BUTLER FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CYNTHIA WENTWORTH EXEC DIRBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBUTLBusinessNameControlTxt
Phone6033697224PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 430AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03284ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA WENTWORTHPersonNm
Person TitleEXECUTIVE DIR.PersonTitleTxt
Phone6033697224PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCYNTHIAPersonFirstNm
Person LastWENTWORTHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA L NADEAU CPAPreparerPersonNm
PTINP00418461PTIN
Phone7819375300PhoneNum
Preparation2023-05-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,791,330FMVAssetsEOYAmt
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$37,080InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,080InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$208,710DividendsRevAndExpnssAmt
Dividends Net Invst Incm$208,710DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,356NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$378,163GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,356CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$987OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$987OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$274,133TotalRevAndExpnssAmt
Total Net Invst Incm$274,133TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$113,136CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$113,136CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,725AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,725AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$39,213OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,497OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,415OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$13,777TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,419TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$97OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$169,948TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,916TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$123,351TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$236,221ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$236,221ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$406,169TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,916TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$359,572TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$132,036ExcessRevenueOverExpensesAmt
Net Investment Income$263,217NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,196CashBOYAmt
Cash EOY$74,537CashEOYAmt
Cash EOYFMV$74,537CashEOYFMVAmt
Sav And Temp Cash Invst BOY$446,440SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$376,654SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$376,654SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$259,167USGovernmentObligationsBOYAmt
US Government Obligations EOY$236,390USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$216,071USGovtObligationsEOYFMVAmt
Corporate Stock BOY$372,031CorporateStockBOYAmt
Corporate Stock EOY$366,999CorporateStockEOYAmt
Corporate Stock EOYFMV$319,511CorporateStockEOYFMVAmt
Corporate Bonds BOY$927,612CorporateBondsBOYAmt
Corporate Bonds EOY$696,167CorporateBondsEOYAmt
Corporate Bonds EOYFMV$629,243CorporateBondsEOYFMVAmt
Other Investments BOY$4,709,165OtherInvestmentsBOYAmt
Other Investments EOY$4,839,262OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,175,314OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,723,611TotalAssetsBOYAmt
Total Assets EOY$6,590,009TotalAssetsEOYAmt
Total Assets EOYFMV$9,791,330TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$7,282,808CapitalStockBOYAmt
Capital Stock EOY$7,282,808CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$559,197RetainedEarningBOYAmt
Retained Earning EOY-$692,799RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,723,611TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,590,009TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,723,611TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,590,009TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,723,611TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$132,036ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,591,575SubtotalAmt
Other Decreases$1,566OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,590,009TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyLEDYARD NATIONAL BANKPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$378,163GrossSalesPriceAmt
Cost Or Other Basis$350,807CostOrOtherBasisAmt
Gain Or Loss$27,356GainOrLossAmt
Gains Minus Excess Or Losses$27,356GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,356CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,659InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,659SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,659TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$59TaxDueAmt

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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
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 BooksTHE BUTLER FOUNDATIONIndividualWithBooksNm
Phone6033697224PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 430AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03284ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CYNTHIA WENTWORTH
PO BOX 430SPRINGFIELDNH03284EXECUTIVE DIR.25.00$113,136$0$0
CLARA BUTLER
335 OAK HILL ROADSPRINGFIELDNH03284DIRECTOR0.00$0$0$0
BARBARA BUTLER
307 BORDER LANEWOODSTOCKVT05091DIRECTOR0.00$0$0$0
BONNIE BUNNING
9026A LIBBY ROAD NEOLYMPIAWA98506DIRECTOR0.00$0$0$0
MARJORIE BUTLER
268 OLD MOUNTAIN ROADNORTHWOODNH03261DIRECTOR0.00$0$0$0
GRAHAM MCSWINEY
49 BALSAMS ACRESNEW LONDONNH03257DIRECTOR0.00$0$0$0
JESSIE BUNNING
7717 10TH AVE NWSEATTLEWA98117TRUSTEE0.00$0$0$0
CAITLIN BUNNING
32 MAYER STREETEASTHAMPTONMA01027TRUSTEE0.00$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

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$9,955,374AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$287,907AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,243,281TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,243,281AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153,649CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,089,632NetVlNoncharitableAssetsAmt
Minimum Investment Return$504,482MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$504,482MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,659TaxBasedOnInvestmentIncomeAmt
Total Tax$3,659TotalTaxAmt
Distributable Before Adj$500,823DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$500,823DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$500,823DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$359,572ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$359,572QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$500,823DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$70,046ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$67,426ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$239,707ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$377,179TotalExcessDistributionCyovAmt
Qualifying Distributions$359,572QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$359,572AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$141,251ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$141,251ExcessDistributionCyovAppCYAmt
Total Corpus$235,928TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$235,928ExcessDistriCyovToNextYrAmt
Excess From Year1$235,928ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE BUTLER FOUNDATION CYNTHIA WENTWRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 430AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03284ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6033697224RecipientPhoneNum
Recipient Email AddressCYNTHIA@BUTLERFOUNDATION.ONMICROSOFT.COMRecipientEmailAddressTxt
Form And Info And MaterialsFOR SCHOLARSHIPS ONLY - THERE IS NO FORMAL SUBMISSION DEADLINE. THE APPLICANT SUBMITS THE APPLICATION TO THE BOARD OF TRUSTEES OF THE BUTLER FOUNDATION. THE APPLICANT IS REQUIRED TO WRITE AN ESSAY AND SUPPLY HIGH SCHOOL GRADES IN ADDITION TO OTHER INFORMATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE IS NO FORMAL SUBMISSION DEADLINESubmissionDeadlinesTxt
Restrictions On AwardsUS APPLICANTS ARE LIMITED TO THE CHILDREN OF EMPLOYEES OF NES LABS. THE TRUST IS CURRENTLY WORKING WITH EARTH UNIVERSITY FOUNDATION TO GIVE A SCHOLARSHIP TO AN INDIGENOUS CHILD FROM ECUADOR TO ATTEND THE UNIVERSITY. THERE IS NO RESTRICTION ON THIS GRANT OTHER THAN THAT THE CHILD COME FROM A POORER COMMUNITY WITHIN CERTAIN AREAS OF ECUADOR. EARTH UNIVERSITY FOUNDATION DOES THE SELECTION PROCESS FOR THIS ECUADORIAN SCHOLARSHIP.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
EARTH UNIVERSITY FOUNDATION
3525 PIEDMONT ROAD NEATLANTAGA30305NONEPUBLIC CHARITYSCHOLARSHIP$28,750
ELAINE CONNERS CENTER FOR WILDLIFE
PO BOX 97MADISONNH03849NONEPRIVATE OPERATING FOCOMPUTER, PRINTER AND SUBSCRIPTION FOR SOFTWARE FOR NON-PROFITS$1,556
FRIENDS OF MINDO CLOUD FOREST
103 CHESTNUT HILLBRATTLEBOROVT05301NONEPUBLIC CHARITYINTERPRETIVE SIGNAGE AT PARQUE CONDOR IN ECUADOR$18,785
JOCOTOCO CONSERVATION FOUNDATION
PO BOX 38274BALTIMOREMD21231NONEPUBLIC CHARITYEXPANSION BY 99 HECTARES OF TAPICHALACA RESERVE IN ECUADOR$70,000
MASS EYE & EAR ASSOCIATES
243 CHARLES STBOSTONMA02114NONEPUBLIC CHARITYGRANT TOWARD PURCHASE OF SANGER DNA SEQUENCER$65,000
NH AUDUBON
84 SILK FARM RDCONCORDNH03301NONEPUBLIC CHARITY10,000 TOWARD AERIAL INSECTIVORE STUDY AND 6,000 FOR CLIFF SWALLOW STUDY$16,000
THE FELLS
PO BOX 276NEWBURYNH03255NONEPUBLIC CHARITYSUMMER 2022 EDUCATION AND LANDSCAPE PROGRAM$17,350
UNIVERSITY OF NEW HAMPSHIRE
9 EDGEWOOD DRIVEDURHAMNH03824NONEPUBLIC CHARITYSCHOLARSHIP$6,000
VERMONT INSTITUTE OF NATURAL SCIENCE
PO BOX 1281QUECHEEVT05059NONEPUBLIC CHARITYGAME CAMERA KITS AND GPS UNITS FOR BROAD-WINGED HAWKS$12,780
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$236,221TotalGrantOrContriPdDurYrAmt
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$37,080ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$208,710ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$987ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,356ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$274,133ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$274,133TotalIncomeProducingActyAmt

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$3,725Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,725DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP & FOREIGN BONDSBondNm
EOY Book Value$696,167EOYBookValueAmt
EOYFMV$629,243EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON EQ SECURITIESStockNm
EOY Book Value$366,999EOYBookValueAmt
EOYFMV$319,511EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$236,390StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$216,071StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCLOSED END FIXED INCOMECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$4,839,262BookValueAmt
EOYFMV$8,175,314EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER TIMING ADJUSTMENTSDesc
Amt$1,566Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NH STATE FILING FEE$75$0$75
BANK FEES$22$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELANEOUS INCOMEDesc
Revenue And Expenses Per Books$987RevenueAndExpensesPerBooksAmt
Net Investment Income$987NetInvestmentIncomeAmt
Adjusted Net Income$987AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKER FEES$12,138$8,497$0
TRUSTEE REIMBURSEMENTS$6,415$0$6,415
SERVICE FEE$20,159$0$0
INVESTMENT EXPENSE$501$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$2,419$2,419$0
TAXES WITHHELD$11,358$0$0