STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE BUTLER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE BUTLER FOUNDATION (EIN 22-2701588)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202531349349100928
Schema version
2024v5.1
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)
Return2025-05-14T07:25:03-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE SKROBACZPreparerPersonNm
PTINP00772953PTIN
Phone7819375300PhoneNum
Preparation2025-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,243,095FMVAssetsEOYAmt
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$88,474InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$88,474InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$200,186DividendsRevAndExpnssAmt
Dividends Net Invst Incm$200,186DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$19,201NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$261,309GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$269,459TotalRevAndExpnssAmt
Total Net Invst Incm$288,660TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$100,539CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$100,539CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,073AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$16,073AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44,719OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,741OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$11,291OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$24,145TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,554TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$89TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$348OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$185,824TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,295TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$127,992TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$538,495ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$538,495ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$724,319TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,295TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$666,487TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$454,860ExcessRevenueOverExpensesAmt
Net Investment Income$277,365NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$92,038CashBOYAmt
Cash EOY$103,207CashEOYAmt
Cash EOYFMV$103,207CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,117,275SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$526,401SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$526,401SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$325,497USGovernmentObligationsBOYAmt
US Government Obligations EOY$218,155USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$198,797USGovtObligationsEOYFMVAmt
Corporate Stock BOY$316,899CorporateStockBOYAmt
Corporate Stock EOY$316,899CorporateStockEOYAmt
Corporate Stock EOYFMV$299,536CorporateStockEOYFMVAmt
Corporate Bonds BOY$998,099CorporateBondsBOYAmt
Corporate Bonds EOY$1,051,449CorporateBondsEOYAmt
Corporate Bonds EOYFMV$993,520CorporateBondsEOYFMVAmt
Other Investments BOY$3,713,693OtherInvestmentsBOYAmt
Other Investments EOY$3,892,450OtherInvestmentsEOYAmt
Other Investments EOYFMV$8,121,634OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,563,501TotalAssetsBOYAmt
Total Assets EOY$6,108,561TotalAssetsEOYAmt
Total Assets EOYFMV$10,243,095TotalAssetsEOYFMVAmt
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-$719,307RetainedEarningBOYAmt
Retained Earning EOY-$1,174,247RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,563,501TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,108,561TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,563,501TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,108,561TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,563,501TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$454,860ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,108,641SubtotalAmt
Other Decreases$80OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,108,561TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
LEDYARD NATIONAL BANKP$200,000$199,997$3$3
LEDYARD NATIONAL BANKP$61,060$80,262-$19,202-$19,202
LEDYARD NATIONAL BANKP$247$251-$4-$4
LEDYARD NATIONAL BANKP$2$2$2
FieldValueIRS element (for citing)
Capital Gain Net Income-$19,201CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,855InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,855SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,855TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$9,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$5,345OverpaymentAmt
Applied To ES Tax$5,345AppliedToESTaxAmt
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
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 (7 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$100,539$0$0
CLARA BUTLER
335 OAK HILL ROADSPRINGFIELDNH03284TRUSTEE0.00$0$0$0
BARBARA BUTLER
307 BORDER LANEWOODSTOCKVT05091TRUSTEE0.00$0$0$0
BONNIE BUNNING
3587 BAILER HILL ROADFRIDAY HARBORWA98250TRUSTEE0.00$0$0$0
MARJORIE BUTLER
268 OLD MOUNTAIN ROADNORTHWOODNH03261TRUSTEE0.00$0$0$0
JESSIE BUNNING
7717 10TH AVE NWSEATTLEWA98117TRUSTEE0.00$0$0$0
CAITLIN BUNNING
673 PARK HILL ROADNORTHAMPTONMA01062TRUSTEE0.00$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$9,188,263AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$953,672AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,141,935TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,141,935AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$152,129CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,989,806NetVlNoncharitableAssetsAmt
Minimum Investment Return$499,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$499,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,855TaxBasedOnInvestmentIncomeAmt
Total Tax$3,855TotalTaxAmt
Distributable Before Adj$495,635DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$495,635DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$495,635DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$666,487ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$666,487QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$495,635DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$235,928ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$140,710ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$376,638TotalExcessDistributionCyovAmt
Qualifying Distributions$666,487QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$495,635AppliedToCurrentYearAmt
Remaining Distri From Corpus$170,852RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$547,490TotalCorpusAmt
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$547,490ExcessDistriCyovToNextYrAmt
Excess From Year3$235,928ExcessFromYear3Amt
Excess From Year1$140,710ExcessFromYear1Amt
Excess From Current Year$170,852ExcessFromCurrentYearAmt

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@ALMASJUNTAS.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 PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
EARTH UNIVERSITY FOUNDATION
3525 PIEDMONT ROAD NEATLANTAGA30305NONEPUBLIC CHARITY1ST AND FINAL PAYMENT FOR STUDENT SCHOLARSHIP$58,750
IGLESIA EVANGELICA JESUS DE NAZARET
NONENCGRANT TO EVANGELICAL CHURCH IN HUAYCOPUNGO ECUADOR FOR PURCHASE OF CHAIRS AND TABLES$9,105COMUNIDAD HUAYCOPUNGOOTAVALO IMBABURASAN RAFAELECOTALVALO
JOCOTOCO CONSERVATION FOUNDATION
PO BOX 38274BALTIMOREMD21231NONEPUBLIC CHARITYGRANT FOR PARQUES CONDOR INFRASTRUCTURE MAINTENANCEPURCHASE OF 132 HECTARES FOR BUENAVENTURA PRESERVE IN ECUADORGRANT FOR PARQUE CONDOR FOR BIRD ACQUISION, TELEMETRY AND CONNECTION AND CONFERENCE$196,290
MASS EYE & EAR ASSOCIATES
243 CHARLES STBOSTONMA02114NONEPUBLIC CHARITYUPGRADE OF THE OGI'S HIGH PERFORMANCE COMPUTE CLUSTER$100,000
NH AUDUBON
84 SILK FARM RDCONCORDNH03301NONEPUBLIC CHARITY10,000 TOWARD AERIAL INSECTIVORE STUDY AND 6,000 FOR CLIFF SWALLOW STUDY$50,850
THE NATURE CONSERVANCY IN NH
4245 N FAIRFAX DR STE 100ARLINGTONVA22203NONEPUBLIC CHARITYACQUISTION OF LAND ON FALL MOUNTAIN$50,000
THE PHOENIX CONSERVANCY
130 N GRAND AVEPULLMANWA99163NONEPUBLIC CHARITYFOXHOLE FOREST CONSTRUCTION IN MADAGASCAR AND MONARCH HABITAT RESTORATION AT PULLMAN SCHOOL IN WA$28,500
UNIVERSITY OF WISCONSIN
780 REGENT STMADISONWI53715NONEPUBLIC CHARITYGRANT TO PUBLISH ARCHEAOLOGICAL WORK OF PALMITOPAMBA IN ECUADOR$25,000
VERMONT INSTITUTE OF NATURAL SCIENCE
PO BOX 1281QUECHEEVT05059NONEPUBLIC CHARITYEARLY CHILDHOOD EXHIBIT$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$538,495TotalGrantOrContriPdDurYrAmt
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$88,474ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$200,186ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$19,201ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$269,459ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$269,459TotalIncomeProducingActyAmt

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 FEECategoryTxt
Amt$16,073Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$16,073DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP & FOREIGN BONDSBondNm
EOY Book Value$1,051,449EOYBookValueAmt
EOYFMV$993,520EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON EQ SECURITIESStockNm
EOY Book Value$316,899EOYBookValueAmt
EOYFMV$299,536EOYFMVAmt

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$218,155StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$198,797StateLocalSecEOYFMVAmt

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$3,892,450BookValueAmt
EOYFMV$8,121,634EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOTHER TIMING ADJUSTMENTSDesc
Amt$80Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$50$0$0
PAYROLL PROCESSING FEE$298$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKER FEES$12,487$8,741$0
TRUSTEE REIMBURSEMENTS$11,291$0$11,291
SERVICE FEE$20,561$0$0
INVESTMENT EXPENSE$380$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$2,554$2,554$0
TAXES WITHHELD$4,902$0$0
NH FILING FEE$89$0$89
FEDERAL 2024 ESTIMATE$9,200$0$0
PAYROLL TAXES$7,400$0$0