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COUCH FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
COUCH FAMILY FOUNDATION (EIN 10-0000573)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202343199349103314
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)
Return2023-11-15T10:49:20-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREETAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN100000573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COUCH FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CF ADVISORSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCOUCBusinessNameControlTxt
Phone6036433441PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 151AddressLine1Txt
CityHANOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD COUCHPersonNm
Person TitleOFFICERPersonTitleTxt
Phone6036433441PhoneNum
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRICHARDPersonFirstNm
Person LastCOUCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIC STEENPreparerPersonNm
PTINP01611936PTIN
Phone6172928400PhoneNum
Preparation2023-11-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$144,187,740FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,545,181ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,143,108DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,143,108DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,749,257NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$69,857,715GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,749,257CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$59,437,546TotalRevAndExpnssAmt
Total Net Invst Incm$45,892,365TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$59,409CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$59,409CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,085AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$983,146OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$983,146OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$191,542TaxesRevAndExpnssAmt
Taxes Net Invst Incm$91,542TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$915,360OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$896,489OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,169,542TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,074,688TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$955,898TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,144,501ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,144,501ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,314,043TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,074,688TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$6,100,399TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$52,123,503ExcessRevenueOverExpensesAmt
Net Investment Income$44,817,677NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$404,953CashBOYAmt
Cash EOY$3,959,485CashEOYAmt
Cash EOYFMV$3,959,485CashEOYFMVAmt
Corporate Stock BOY$66,272,595CorporateStockBOYAmt
Corporate Stock EOY$94,782,790CorporateStockEOYAmt
Corporate Stock EOYFMV$105,955,861CorporateStockEOYFMVAmt
Corporate Bonds BOY$7,833,970CorporateBondsBOYAmt
Corporate Bonds EOY$30,271,430CorporateBondsEOYAmt
Corporate Bonds EOYFMV$30,884,785CorporateBondsEOYFMVAmt
Other Investments BOY$2,707,119OtherInvestmentsBOYAmt
Other Investments EOY$3,157,478OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,387,609OtherInvestmentsEOYFMVAmt
Total Assets BOY$77,218,637TotalAssetsBOYAmt
Total Assets EOY$132,171,183TotalAssetsEOYAmt
Total Assets EOYFMV$144,187,740TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$77,218,637RetainedEarningBOYAmt
Retained Earning EOY$132,171,183RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$77,218,637TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$132,171,183TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$77,218,637TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$132,171,183TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$77,218,637TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$52,123,503ExcessRevenueOverExpensesAmt
Other Increases$2,829,043OtherIncreasesAmt
Subtotal$132,171,183SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$132,171,183TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BROWN BROTHERS 0719$4,871,334$4,952,729-$81,395-$81,395
BROWN BROTHERS 0719$2,888,666$2,878,666$10,000$10,000
CEDAR ROCK PARTNERS$4,759$4,759$4,759P
CEDAR ROCK PARTNERS$1,796,957$1,796,957$1,796,957P
ALTAROCK PARTNERS SERIES$31,580-$31,580-$31,580P
ALTAROCK PARTNERS SERIES$443,348$443,348$443,348P
CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES$58,231$58,231$58,231P
CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES$791,082$791,082$791,082P
1818 PARTNERS$54,853-$54,853-$54,853P
1818 PARTNERS$75,288-$75,288-$75,288P
AROHI EMERGING ASIA SERIES$1,208-$1,208-$1,208P
MAKAIRA PARTNERS SERIES$174,991$174,991$174,991P
AROHI EMERGING ASIA SERIES$5,628-$5,628-$5,628P
BARES MID-LARGE CAP SERIES$110,488$110,488$110,488P
BARES MID-LARGE CAP SERIES$232,407-$232,407-$232,407P
GQG PARTNERS EMERGING MARKETS EQUITY SERIES$78,075$78,075$78,075P
GQG PARTNERS EMERGING MARKETS EQUITY SERIES$1,432,899-$1,432,899-$1,432,899P
SELECT EQUITY SERIES$1,064,660-$1,064,660-$1,064,660P
SELECT EQUITY SERIES$480,856-$480,856-$480,856P
HYPERTHERM INC SHARES DONATED$57,282,945$13,545,181$43,737,764$43,737,764D
AH CAYMAN LP$45-$45-$45P
DISTRIBUTION FROM OAKTREE OPPS SUB TRUST$67,445$67,445$0$0P
DISTRIBUTION FROM SANDTON CREDIT SOLUTIONS IV SUB TRUST$186,701$186,701$0$0P
DISTRIBUTION FROM CAPITAL PARTNERS V-1$995,914$995,914$0$0P
DISTRIBUTION FROM BBH CAPITAL PARTNERS (CAYMAN) 3$102,398$102,398$0$0P
CAPITAL GAINS DIVIDENDS$4,381$4,381$4,381P
FieldValueIRS element (for citing)
Capital Gain Net Income$43,749,257CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$622,966InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$622,966SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$622,966TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$94,056EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$600,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$694,056TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$23,164EsPenaltyAmt
Overpayment$47,926OverpaymentAmt
Applied To ES Tax$47,926AppliedToESTaxAmt
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 SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANDERSEN TAX LLCIndividualWithBooksNm
Phone6172928400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1125 HIGH STREET 16TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD W COUCH
23 BERRILL FARMS LANEHANOVERNH03755TRUSTEE1.00$0$0$0
BARBARA J COUCH
23 BERRILL FARMS LANEHANOVERNH03755TRUSTEE1.00$0$0$0
BROOKE FREELAND
2716 HARRIS BLVDAUSTINTX78703MANAGER15.00$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$123,410,397AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,365,206AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$149,775,603TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$149,775,603AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,246,634CashDeemedCharitableAmt
Net Vl Noncharitable Assets$147,528,969NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,376,448MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,376,448MinimumInvestmentReturnAmt
Tax Based On Investment Income$622,966TaxBasedOnInvestmentIncomeAmt
Total Tax$622,966TotalTaxAmt
Distributable Before Adj$6,753,482DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$6,753,482DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$6,753,482DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$6,100,399ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$6,100,399QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,753,482DistributableAsAdjustedAmt
Undistributed Income PY$3,823,416UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$6,100,399QualifyingDistributionsAmt
Applied To Year1$3,823,416AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,276,983AppliedToCurrentYearAmt
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$4,476,499UndistributedIncomeCYAmt
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)
Contributing ManagerRICHARD W COUCHContributingManagerNm
Contributing ManagerBARBARA J COUCHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (168 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU OF NEW HAMPSHIRE
18 LOW AVE UNIT 12CONCORDNH03301PUBLICGENERAL SUPPORT$20,000
AMERICAN PRECISION MUSEUM
196 MAIN ST PO BOX 679WINDSORVT05089PUBLICGENERAL SUPPORT$10,000
AMERICAN RED CROSS OF NH AND VT
32 N PROSPECT STBURLINGTONVT05401PUBLICGENERAL SUPPORT$7,500
ART BUS
67 MAIN STREETRANDOLPHVT05060PUBLICGENERAL SUPPORT$10,000
AUSTIN COMMUNITY FOUNDATION
4315 GUADALUPE ST 300AUSTINTX78751PUBLICGENERAL SUPPORT$10,000
AVA GALLERY AND ART CENTER
11 BANK STREETLEBANONNH03766PUBLICGENERAL SUPPORT$25,000
BARNARTS CENTER FOR THE ARTS COMPANY
PO BOX 41BARNARDVT05031PUBLICGENERAL SUPPORT$10,000
BIG BROTHER BIG SISTER CC & ISLANDS
684 MAIN STHYANNISMA02601PUBLICGENERAL SUPPORT$15,000
BLACK HERITAGE TRAIL NH
222 COURT STREETPORTSMOUTHNH03801PUBLICGENERAL SUPPORT$10,000
BREAKTHROUGH CENTRAL TEXAS
1050 E 11TH STAUSTINTX78702PUBLICGENERAL SUPPORT$5,000
BUILDING AUDACITY
75 ALLEN AVENUELYNNMA01902PUBLICGENERAL SUPPORT$5,000
BUILDING BRIGHT FUTURES STATE COUNCIL
600 BLAIR PARK SUITE 160WILLISTONVT05495PUBLICGENERAL SUPPORT$10,000
CAMP JABBERWOCKY
200 GREENWOOD AVEVINEYARD HAVENMA02568PUBLICGENERAL SUPPORT$15,000
CAPSC
577 CENTRAL AVENUE 10DOVERNH03820PUBLICGENERAL SUPPORT$96,500
CARSEY SCHOOL OF PUBLIC POLICY UNH
73 MAIN STREETDURHAMNH03824PUBLICGENERAL SUPPORT$1,135
CARTER COMMUNITY BUILDING ASSOCIATION
1 TAYLOR STLEBANONNH03766PUBLICGENERAL SUPPORT$20,700
CENTRAL VT ADULT BASIC EDUCATION
46 WASHINGTON STREET SUITE 100BARREVT05641PUBLICGENERAL SUPPORT$5,000
CHANGING PERSPECTIVE
PO BOX 694BRADFORDVT05033PUBLICGENERAL SUPPORT$10,000
CHILDREN'S CENTER OF THE UPPER VALLEY
178 MECHANIC STLEBANONNH03766PUBLICGENERAL SUPPORT$45,000
CHILDREN'S LITERACY FOUNDATION
1536 LOOMIS HILL RDWATERBURY CENTERVT05677PUBLICGENERAL SUPPORT$100,000
CINNAMON ST CHILDCARE CENTER 9
362 SUNAPEE STSUNAPEENH03782PUBLICGENERAL SUPPORT$10,000
CIRCUS SMIRKUS
1 CIRCUS ROADGREENSBOROVT05841PUBLICGENERAL SUPPORT$5,000
CITY YEAR NH
101 MANCHESTER STMANCHESTERNH03101PUBLICGENERAL SUPPORT$20,000
CLAREMONT OPERA HOUSE
58 OPERA HOUSE SQUARECLAREMONTNH03743PUBLICGENERAL SUPPORT$15,000
COLGATE UNIVERSITY
13 OAK DRIVEHAMILTONNY13346PUBLICGENERAL SUPPORT$25,000
COVER HOME REPAIR
158 SOUTH MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$10,000
CRADLE AND CRAYON
45 LYME ROADHANOVERNH03755PUBLICGENERAL SUPPORT$75,000
DARTMOUTH COLLEGE FUND CLASS OF '64
6066 DEVELOPMENT OFFICEHANOVERNH03755PUBLICGENERAL SUPPORT$25,000
DARTMOUTH HITCHCOCK HEALTH
ONE MEDICAL CENTER DRIVE HB 7070LEBANONNH03756PUBLICGENERAL SUPPORT$35,000
DISMAS OF VT
PO BOX 156HYDE PARKVT05655PUBLICGENERAL SUPPORT$10,000
EARLY CARE AND EDUCATION ASSOCIATION
800 BOYLSTON STREET NO 1560BOSTONMA02199PUBLICGENERAL SUPPORT$429,000
EARLY LEARNING NH
2 DELTA STREET SUITE 4CONCORDNH03301PUBLICGENERAL SUPPORT$50,000
ENFIELD SHAKER MUSEUM
447 NH4AENFIELDNH03748PUBLICGENERAL SUPPORT$10,000
ERIKSON INSTITUTE
451 N LA SALLE STREETCHICAGOIL60654PUBLICGENERAL SUPPORT$10,000
FINDING OUR STRIDE
256 TUCKER HILL ROADNORWICHVT05055PUBLICGENERAL SUPPORT$10,000
FND FOR UNDERWAY EXPERIENTIAL LEARNING
PO BOX 1233VINEYARD HAVENMA02568PUBLICGENERAL SUPPORT$50,000
FORD SAYER SKI COUNCIL
PO BOX 471HANOVERNH03755PUBLICGENERAL SUPPORT$5,000
FRIENDS OF MASCOMA FOUNDATION
9 ON THE COMMON WAY UNIT 5CANAANNH03741PUBLICGENERAL SUPPORT$10,000
FRIENDS OF NORRIS COTTON CANCER CENTER
1 ROPE FERRY ROADHANOVERNH03755PUBLICGENERAL SUPPORT$10,000
FRIENDS OF NORRIS COTTON CANCER CENTER
1 ROPE FERRY ROADHANOVERNH03755PUBLICGENERAL SUPPORT$5,000
FUTURE IN SIGHT
25 WALKER STCONCORDNH03301PUBLICGENERAL SUPPORT$10,000
GOOD BEGINNINGS OF THE UPPER VALLEY
PO BOX 5054WEST LEBANONNH03784PUBLICGENERAL SUPPORT$6,000
GRAFTON COUNTY SENIOR CITIZENS COUNCIL
10 CAMBELL STREETLEBANONNH03766PUBLICGENERAL SUPPORT$25,000
GRAFTON COUNTY SENIOR CITIZENS COUNCIL
10 CAMBELL STREETLEBANONNH03766PUBLICGENERAL SUPPORT$25,000
GRANITE UNITED WAY
22 CONCORD ST 2MANCHESTERNH03101PUBLICGENERAL SUPPORT$25,000
GREEN MOUNTAIN CHILDREN'S CENTER
92 FARMVU DRWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$25,000
HAMPSHIRE COOPERATIVE NURSERY SCHOOL
104 LYME RDHANOVERNH03755PUBLICGENERAL SUPPORT$25,000
HANOVER NEW HAMPSHIRE ROTARY CHARITIES
PO BOX 381HANOVERNH03755PUBLICGENERAL SUPPORT$5,000
HEADREST
14 CHURCH STREETLEBANONNH03766PUBLICGENERAL SUPPORT$20,000
HIGH HORSES
138 HORSE FARM ROAD BOX 278SHARONVT05065PUBLICGENERAL SUPPORT$10,000
INCLUSIVE ARTS VT
21 CARMICHAEL ST 206ESSEX JUNCTIONVT05452PUBLICGENERAL SUPPORT$10,000
ISLAND CHILDREN'S SCHOOL
5 HALCYON WAYWEST TISBURYMA02575PUBLICGENERAL SUPPORT$20,680
ISLAND GROWN INITIATIVE
PO BOX 622VINEYARD HAVENMA02569PUBLICGENERAL SUPPORT$25,000
ISLAND GROWN INITIATIVE
PO BOX 622VINEYARD HAVENMA02569PUBLICGENERAL SUPPORT$250,000
JAG PRODUCTIONS
PO BOX 354WHITE RIVER JUNCTRIONVT05001PUBLICGENERAL SUPPORT$50,000
KIMBALL WELLNESS ASSOCIATION
1478A BLOOD BROOK ROADFAIRLEEVT05045PUBLICGENERAL SUPPORT$5,000
LEBANON OPERA HOUSE
51 N PARK STLEBANONNH03766PUBLICGENERAL SUPPORT$15,000
LET'S GROW KIDS
19 MARBLE AVENUE SUITE 4BURLINGTONVT05401PUBLICGENERAL SUPPORT$25,000
LISTEN COMMUNITY SERVICES
60 HANOVER STLEBANONNH03766PUBLICGENERAL SUPPORT$25,000
LITTLE RIVERS HEALTH CARE
437 S MAIN STREETBRADFORDVT05033PUBLICGENERAL SUPPORT$10,000
MACDOWELL
100 HIGH STPETERBOROUGHNH03458PUBLICGENERAL SUPPORT$14,000
MAPLE LEAF CHILDREN'S CENTER
2596 VT113THETFORDVT05074PUBLICGENERAL SUPPORT$20,000
MARIPOSA MUSEUM
26 MAIN STPETERBOROUGHNH03458PUBLICGENERAL SUPPORT$10,000
MARTHA'S VINEYARD BOYS AND GIRLS CLUB
PO BOX 654EDGARTOWNMA02539PUBLICGENERAL SUPPORT$25,000
MARTHA'S VINEYARD COMMUNITY SERVICES
111 EDGARTOWN RDOAK BLUFFSMA02557PUBLICGENERAL SUPPORT$10,000
MARTHAS VINEYARD MUSEUM
151 LAGOON POND ROADVINEYARD HAVENMA02568PUBLICGENERAL SUPPORT$10,000
MARY HITCHCOCK MEMORIAL HOSPITAL
1 MEDICAL CENTER DRIVELEBANONNH03766PUBLICGENERAL SUPPORT$31,928
MASSACHUSETTS AUDUBON SOCIETY
208 SOUTH GREAT ROADLINCOLNMA01773PUBLICGENERAL SUPPORT$10,000
MISTY MEADOWS EQUINE LEARNING CTR
55 MISTY MEADOWS LANEWEST TISBURYMA02575PUBLICGENERAL SUPPORT$10,000
MNT COMMUNITIES SUPPORTING EDUCATION
91 VT RTE 11LONDONDERRYVT05155PUBLICGENERAL SUPPORT$11,040
MONTSHIRE MUSEUM OF SCIENCE
1 MONTSHIRE RDNORWICHVT05055PUBLICGENERAL SUPPORT$17,000
MOONRISE THERAPUTICS
PO BOX 90TAFTSVILLEVT05073PUBLICGENERAL SUPPORT$10,000
MT ASCUTNEY HOSPITAL AND HEALTH CENTER
289 COUNTY RDWINDSORVT05089PUBLICGENERAL SUPPORT$95,643
MVYOUTH
PO BOX 65CHILMARKMA02535PUBLICGENERAL SUPPORT$1,999
NEW HAMPSHIRE ACADEMY OF SCIENCE
BARN BUILDING 95 DARTMOUTH COLLEGELYMENH03768PUBLICGENERAL SUPPORT$75,350HIGHWAY
NEW HAMPSHIRE CENTER FOR NON PROFITS
194 PLEASANT ST SUITE 14CONCORDNH03301PUBLICGENERAL SUPPORT$25,000
NEW HAMPSHIRE CHARITABLE FOUNDATION
37 PLEASANT STREETCONCORDNH03301PUBLICGENERAL SUPPORT$5,000
NEW HAMPSHIRE CHARITABLE FOUNDATION
37 PLEASANT STREETCONCORDNH03301PUBLICGENERAL SUPPORT$171,928
NEW HAMPSHIRE CHILDREN'S TRUST
10 FERRY ST 307CONCORDNH03301PUBLICGENERAL SUPPORT$10,000
NEW HAMPSHIRE HUMANITIES
117 PLEASANT STCONCORDNH03301PUBLICGENERAL SUPPORT$10,000
NEW HAMPSHIRE PUBLIC RADIO
2 PILLSBURY STREET 6TH FLOORCONCORDNH03301PUBLICGENERAL SUPPORT$10,000
NEW HEIGHTS YOUTH
2472 BROADWAY PMB 112NEW YORKNY10025PUBLICGENERAL SUPPORT$15,000
NH ACADEMY OF SCIENCE
BARN BUILDING 95 DARTMOUTH COLLEGELYMENH03768PUBLICGENERAL SUPPORT$78,750HIGHWAY
NHADACA
130 PEMBROKE ROAD UNIT 100CONCORDNH03301PUBLICGENERAL SUPPORT$5,000
NORTHERN STAGE
74 GATES STWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$100,000
OPERA NORTH
20 WEST PARK STREETLEBANONNH03766PUBLICGENERAL SUPPORT$10,000
PENTANGLE ARTS
THE GRN 2WOODSTOCKVT05091PUBLICGENERAL SUPPORT$15,000
PLANNED PARENTHOOD OF NE
136 PLEASENT STCLAREMONTNH03743PUBLICGENERAL SUPPORT$80,000
PLANNED PARENTHOOD OF NE
136 PLEASENT STCLAREMONTNH03743PUBLICGENERAL SUPPORT$40,000
POSITIVE TRACKS
35 MAIN STHANOVERNH03755PUBLICGENERAL SUPPORT$35,000
PUBLIC HEALTH COUNCIL OF THE UPPER VALLEY
ONE COURT STREET 378LEBANONNH03766PUBLICGENERAL SUPPORT$49,311
PUBLIC HEALTH COUNCIL OF THE UPPER VALLEY
ONE COURT STREET 378LEBANONNH03766PUBLICGENERAL SUPPORT$7,500
PUBLIC HEALTH COUNCIL OF THE UPPER VALLEY
ONE COURT STREET 378LEBANONNH03766PUBLICGENERAL SUPPORT$49,071
REACH OUT AND READ
89 SOUTH ST SUITE 201BOSTONMA02111PUBLICGENERAL SUPPORT$15,000
ROOM TO GROW
7 W 30TH STNEW YORKNY10001PUBLICGENERAL SUPPORT$15,000
ROOM TO GROW
7 W 30TH STNEW YORKNY10001PUBLICGENERAL SUPPORT$10,000
SAFEART
PO BOX 156 292 VT110CHELSEAVT05038PUBLICGENERAL SUPPORT$10,000
SAGE MOUNTAIN BOTANICAL SANCTUARY
133 PROVENCHER LANEORANGEVT05649PUBLICGENERAL SUPPORT$10,000
SAVE THE CHILDREN
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825PUBLICGENERAL SUPPORT$50,000
SECOND GROWTH
PO BOX 5227WEST LEBANONNH03784PUBLICGENERAL SUPPORT$15,000
SOCIETY FOR THE PROTECTION OF NH FORESTS
54 PORTSMOUTH STCONCORDNH03301PUBLICGENERAL SUPPORT$5,000
SOUTHEASTERN VERMONT COMMUNITY ACTION
91 BUCK DRIVEWESTMINSTERVT05158PUBLICGENERAL SUPPORT$70,000
SPARK COMMUNITY CENTER
59 HANOVER STREETLEBANONNH03766PUBLICGENERAL SUPPORT$10,000
SPECIAL NEEDS SUPPORT CENTER
129 S MAIN ST SUITE 103WHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$25,000
SPRINGFIELD AREA PARENT CHILD CENTER
6 MAIN STNORTH SPRINGFIELDVT05150PUBLICGENERAL SUPPORT$50,000
SPRINGFIELD AREA PARENT CHILD CENTER
6 MAIN STNORTH SPRINGFIELDVT05150PUBLICGENERAL SUPPORT$5,340
SPRINGFIELD AREA PARENT CHILD CENTER
6 MAIN STNORTH SPRINGFIELDVT05150PUBLICGENERAL SUPPORT$30,000
TELLING MY STORY
PO BOX 794WILDERVT05088PUBLICGENERAL SUPPORT$10,000
TEXAS CIVIL RIGHTS PROJECT
PO BOX 17757AUSTINTX78760PUBLICGENERAL SUPPORT$5,000
THE 19TH NEWS
3571 FAR WEST BLVD 3497AUSTINTX78731PUBLICGENERAL SUPPORT$5,000
THE BRADFORD TEEN CENTER
PO BOX 247BRADFORDVT05033PUBLICGENERAL SUPPORT$10,000
THE FAMILY PLACE
319 US5NORWICHVT05055PUBLICGENERAL SUPPORT$100,000
THE GOVERNOR'S INSTITUTE OF VT
20 WEST CANAL ST SUITE C5WINOOSKIVT05404PUBLICGENERAL SUPPORT$4,000
THE MEYHEW PROGRAM
PO BOX 120BRISTOLNH03222PUBLICGENERAL SUPPORT$10,000
THE SCOTLAND HOUSE
8828 WOODSTOCK RDWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$7,000
TWIN PINES HOUSING TRUST
226 HOLIDAY DR 20WHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$25,000
TWIN RIVER CHILDREN'S CENTER
76 SEMINARY HILL ROADWEST LEBANONNH03784PUBLICGENERAL SUPPORT$20,000
UNIVERSITY OF TEXAS AT AUSTIN LAB SCHOOL
108 E DEAN KEETON STREETAUSTINTX78712PUBLICGENERAL SUPPORT$5,000
UPPER VALLEY COMMUNITY NURSING
PO BOX 1302LEBANONNH03766PUBLICGENERAL SUPPORT$20,000
UPPER VALLEY HAVEN
713 HARTFORD AVEWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$50,000
UPPER VALLEY LAND TRUST
19 BUCK RDHANOVERNH03755PUBLICGENERAL SUPPORT$15,000
UPPER VALLEY TRAILS ALLIANCE
326 MAIN STNORWICHVT05055PUBLICGENERAL SUPPORT$15,000
UPPER VALLEY WALDORF SCHOOL
80 BLUFF RDQUECHEEVT05059PUBLICGENERAL SUPPORT$20,000
VERMONT PBS
10 EAST ALLEN STSUITE 202WINOOSKIVT05404PUBLICGENERAL SUPPORT$10,000
VINEYARD MONTESSORI SCHOOL
286 MAIN STVINEYARD HAVENMA02568PUBLICGENERAL SUPPORT$25,000
VINS
149 NATURES WYQUECHEEVT05059PUBLICGENERAL SUPPORT$13,000
VISIONS FOR CREATIVE HOUSING SOLUTIONS
8 SUNRISE FARM LANEENFIELDNH03748PUBLICGENERAL SUPPORT$25,000
VISITING NURSES OF VT AND NH
88 PROSPECT STREETWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$10,000
VITAL COMMUNITIES
195 N MAIN STWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$51,000
VITAL COMMUNITIES
195 N MAIN STWHITE RIVER JUNCTIONVT05001PUBLICGENERAL SUPPORT$20,000
VT EARLY CHILDHOOD ALLIANCE
PO BOX 827MONTPELIERVT05601PUBLICGENERAL SUPPORT$25,000
WAYPOINT
464 CHESTNUT STREET PO BOX 448MANCHESTERNH03105PUBLICGENERAL SUPPORT$118,386
WAYPOINT
464 CHESTNUT STREET PO BOX 448MANCHESTERNH03105PUBLICGENERAL SUPPORT$1,000
WE R HOPE
200 LOWER BARTONSVILLE ROADCHESTERVT05143PUBLICGENERAL SUPPORT$7,500
WEST CENTRAL BEHAVIORAL HEALTH
85 MECHANIC STREETLEBANONNH03766PUBLICGENERAL SUPPORT$25,000
WILLING HANDS ENTERPRISES
198 CHURCH STNORWICHVT05055PUBLICGENERAL SUPPORT$20,000
WINDSOR COUNTY PARTNERS
PO BOX 101WINDSORVT05089PUBLICGENERAL SUPPORT$10,000
WISE
38 BANK STLEBANONNH03766PUBLICGENERAL SUPPORT$75,000
ZACK'S PLACE ENRICHMENT CENTER
73 CENTRAL STWOODSTOCKVT05091PUBLICGENERAL SUPPORT$10,000
CLAREMONT LEARNING PARTNERSHIP
169 MAIN STREETCLAREMONTNH03743PUBLICGENERAL SUPPORT$60,770
UNIVERSITY OF TEXAS
2515 SPEEDWAYAUSTINTX78712PUBLICGENERAL SUPPORT$5,000
ADAPTIVE SPORTS PARTNERS OF THE NORTH COUNTRY
297 MAIN STFRANCONIANH03580PUBLICGENERAL SUPPORT$10,000
GARDEN GATE CHILD DEVELOPMENT
249 N MAIN STNATICKMA01760PUBLICGENERAL SUPPORT$30,000
ISLAND HOUSING TRUST
21 MECHANICS STVINEYARD HAVENMA02568PUBLICGENERAL SUPPORT$250,000
LOVING MOMS TOGETHER
668 HANOVER CENTER RDHANOVERNH03755PUBLICGENERAL SUPPORT$2,500
LYME NURSERY SCHOOL
155 DARTMOUTH COLLEGE HWYLYMENH03768PUBLICGENERAL SUPPORT$10,000
MAGIC MOUNTAIN CHILDREN'S CENTER INC
114 N WINDSOR STSOUTH ROYALTONVT05068PUBLICGENERAL SUPPORT$25,000
MAINE ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN
295 WATER STREET SUITE 10AUGUSTAME04330PUBLICGENERAL SUPPORT$35,000
MARY HITCHCOCK MEMORIAL HOSPITAL OFFICE OF RESEARCH OPERATIONS
ONE MEDICAL CENTER DRIVE HB 7070LEBANONNH03756PUBLICGENERAL SUPPORT$56,470
MASSACHUSETTS AUDUBON SOCIETY
500 WALK STMATTAPANMA02126PUBLICGENERAL SUPPORT$10,000
MOMSRISING EDUCATION FUND
12011 BEL-RED ROAD SUITE 206BELLEVUEWA98005PUBLICGENERAL SUPPORT$100,000
NEW FUTURES
100 N MAIN ST 400CONCORDNH03301PUBLICGENERAL SUPPORT$50,000
NEW HAMPSHIRE CENTER FOR NONPROFITS
3 N SPRING ST STE 101CONCORDNH03301PUBLICGENERAL SUPPORT$25,000
NEW HAMPSHIRE CHILDREN'S TRUST
105 LOUDON RD BLDG 2CONCORDNH03301PUBLICGENERAL SUPPORT$55,000
NH PUBLIC BROADCASTING SYSTEM GRANITE STATE NEWS COLLABORATIVE
35 CENTER STWOLFEBORONH03894PUBLICGENERAL SUPPORT$10,000
SPRINGFIELD AREA PARENT CHILD CENTER
80 JACK AND JILL LNNORTH SPRINGFIELDVT05150PUBLICGENERAL SUPPORT$50,000
THE SPACE ON MAIN INC
174 MAIN STBRADFORDVT05033PUBLICGENERAL SUPPORT$25,000
TLC FAMILY RESOURCE CENTER
62 PLEASANT STCLAREMONTNH03743PUBLICGENERAL SUPPORT$125,000
TURNING POINTS NETWORK
231 BROAD STCLAREMONTNH03743PUBLICGENERAL SUPPORT$50,000
VERMONT ENERGY EDUCATION PROGRAM
79 RIVER STMONTPELIERVT05602PUBLICGENERAL SUPPORT$10,000
WINDSOR EARLY CHILDHOOD EDUCATION CENTER
20 BRIDGE STWINDSORVT05089PUBLICGENERAL SUPPORT$30,000
ACE MV
100 EDGARTOWN VINEYARD HAVEN RDOAK BLUFFSMA02557PUBLICGENERAL SUPPORT$20,000
PHILANTHROPY MASSACHUSETTS
133 FEDERAL ST 802BOSTONMA02110PUBLICGENERAL SUPPORT$5,000
MARTHA'S VINEYARD COMMUNITY SERVICES
111 EDGARTOWN RDOAK BLUFFSMA02557PUBLICGENERAL SUPPORT$50,000
ERIKSON INSTITUTE
451 N LA SALLE DRCHICAGOIL60654PUBLICGENERAL SUPPORT$10,000
THE MORTON ARBORETUM
4100 IL-53LISLEIL60532PUBLICGENERAL SUPPORT$5,000
DUPAGE CHILDREN'S MUSEUM
301 N WASHINGTON STNAPERVILLEIL60540PUBLICGENERAL SUPPORT$2,500
DARTMOUTH CENTER FOR SOCIAL IMPACT
DARTMOUTH COLLEGEHANOVERNH03755PUBLICGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,144,501TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,143,108RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$43,749,257RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$45,892,365RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,892,365TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementN/ARelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
RICHARD COUCH
123 BERRILL FARMS LANEHANOVERNH03755$10,298,435Yes (X)
BARBARA COUCH
223 BERRILL FARMS LANEHANOVERNH03755$3,246,746Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1270,562 UNITS OF HYPERTHERM$43,749,8762022-01-28
285,299 UNITS OF HYPERTHERM$13,792,8482022-01-28

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$20,085Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME SECURITIESBondNm
EOY Book Value$30,271,430EOYBookValueAmt
EOYFMV$30,884,785EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$94,782,790EOYBookValueAmt
EOYFMV$105,955,861EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBBH REAL ASSETSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$3,157,478BookValueAmt
EOYFMV$3,387,609EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOTHER GENERAL AND ADMIN COSTSDesc
Revenue And Expenses Per Books$915,360RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$896,489DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBBH ADJUSTMENT TO QRP COST BASIS IN STMTSDesc
Amt$2,829,043Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$308,630$308,630$0
FROM K-1S: PORTFOLIO EXPENSES$655,360$655,360$0
FROM K-1S: INVESTMENT INTEREST EXPENSE$2,012$2,012$0
FROM K-1S: OTHER EXPENSES$17,144$17,144$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
RICHARD W COUCH
23 BERRILL FARMS LANEHANOVERNH03755
BARBARA J COUCH
23 BERRILL FARMS LANEHANOVERNH03755

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$91,542$91,542$0
FEDERAL EXTENSION$100,000$0$0