HAYNES FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAYNES FAMILY FOUNDATION INC (EIN 04-3254694)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-23
- IRS object ID
- 202542049349100604
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-23T09:28:58-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043176941 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'BRIEN RILEY & RYAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 35 BRAINTREE HILL OFF PARK STE 201 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043254694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HAYNES FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O MELINDA H BRADLEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAYN | BusinessNameControlTxt |
| Phone | 7812354300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATTENTION MELINDA H BRADLEY | AddressLine1Txt |
| City | MELVIN VILLAGE | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELINDA BRADLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7812354300 | PhoneNum |
| Signature | 2025-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL F O'BRIEN CPA | PreparerPersonNm |
| PTIN | P01258990 | PTIN |
| Phone | 7814102300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $671,283 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,175 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,175 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,570 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,239 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,184 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $12,733 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $294,703 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$159,464 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,184 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $130,091 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $193,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $618,193 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $27,948 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,451 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,451 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $351,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $191,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $671,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $351,459 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $191,995 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $351,459 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $191,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $351,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $191,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $351,459 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$159,464 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $191,995 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $191,995 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $142 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $142 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,238 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,238 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,096 | OverpaymentAmt |
| Applied To ES Tax | $1,096 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE HAYNES FAMILY FOUNDATION INC | IndividualWithBooksNm |
| Phone | 7812354300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 34 WASHINGTON ST | AddressLine1Txt |
| City | WELLESLEY HILLS | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 024811903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELINDA BRADLEY | ||||||||
| 91 EDMUNDS RD | WELLESLEY | MA | 02481 | PRESIDENT,TREASURER & DIRE | 5.00 | $0 | $0 | $0 |
| ANDREA H PERRY | ||||||||
| 517 CARILION LANE | GREENVILLE | SC | 29617 | CLERK & DIRECTOR | 1.00 | $0 | $0 | $0 |
| STEPHEN C BRADLEY | ||||||||
| 91 EDMUNDS RD | WELLESLEY | MA | 02481 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $759,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $772,742 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $772,742 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,591 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $761,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $142 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $142 | TotalTaxAmt |
| Distributable Before Adj | $37,916 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $37,916 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $37,916 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,850 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $37,916 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,006 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $54,604 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $327,282 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $313,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $257,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,054,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,850 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,916 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $239,934 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,294,865 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $102,006 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,192,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $54,604 | ExcessFromYear4Amt |
| Excess From Year3 | $327,282 | ExcessFromYear3Amt |
| Excess From Year2 | $313,675 | ExcessFromYear2Amt |
| Excess From Year1 | $257,364 | ExcessFromYear1Amt |
| Excess From Current Year | $239,934 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELINDA BRADLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BALD PEAK COMMUNITY FUND | ||||||
| PO BOX 201 | MELVIN VILLAGE | NH | 03850 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,500 |
| BARNSTORMERS COMP CAMPAIGN | ||||||
| PO BOX 434 | TAMWORTH | NH | 03886 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $45,000 |
| CASTLE PRESERVATION SOCIETY | ||||||
| PO BOX 687 | MOULTONBORO | NH | 03254 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $30,000 |
| CHRIST CHURCH EPISCOPAL SCHOOL | ||||||
| 245 CAVALIER DRIVE | GREENVILLE | SC | 29607 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| CHRISTIAN CAMPS CONFERENCES | ||||||
| 34 CAMP BROOKWOODS ROAD | ALTON | NH | 03809 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $5,000 |
| DANA HALL | ||||||
| PO BOX 9010 | WELLESLEY | MA | 02482 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,000 |
| FURMAN UNIVERSITY | ||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| GRANITE STATE ADAPTIVE | ||||||
| 44 MIRROR LAKE DRIVE | MIRROR LAKE | NH | 03853 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| GREAT WATERS | ||||||
| PO BOX 488 | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| HUGGINS HOSPITAL | ||||||
| 240 SOUTH MAIN STREET | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $15,000 |
| HUTCHINSON SCHOOL | ||||||
| 1740 RIDGEWAY ROAD | MEMPHIS | TN | 38119 | (N/A) | FURTHURANCE OF CHARITABLE GOALS | $25,000 |
| KIEVE-WAVUS EDUCATION INC | ||||||
| PO BOX 169 | NOBLEBORO | ME | 04555 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $25,000 |
| LAKES REGION HUMANE SOCIETY | ||||||
| 11 OLD RTE 28 | OSSIPEE | NH | 03864 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $5,850 |
| LAKES REGION MODEL RAILROAD | ||||||
| PO BOX 713 | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| LOON PRESERVATION TRUST | ||||||
| 183 LEES MILL ROAD | MOULTONBORO | NH | 03253 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,500 |
| MARIETTA COLLEGE | ||||||
| 215 FIFTH STREET | MARIETTA | OH | 45750 | (N/A) | FURTHURANCE OF CHARITABLE GOALS | $20,000 |
| MELVIN VILLAGE COMM CHURCH | ||||||
| 476 GOV WENTWORTH HWY | MELVIN VILLAGE | NH | 03850 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,500 |
| NEW HAMPSHIRE BOAT MUSEUM | ||||||
| 399 CENTRE ST | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| NEW HAMPTON SCHOOL | ||||||
| 70 MAIN STREET | NEW HAMPTON | NH | 03256 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| POMFRET SCHOOL | ||||||
| 398 POMFRET STREET | POMFRET | CT | 06258 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $10,000 |
| WILLISTON NORTH HAMPTON SCHOOL | ||||||
| 19 PAYSON AVE | EAST HAMPTON | MA | 01027 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $2,500 |
| WRIGHT MUSEUM | ||||||
| PO BOX 1212 | WOLFEBORO | NH | 03894 | (N/A) | FURTHERANCE OF CHARITABLE GOALS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,175 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 05 | ExclusionCd |
| Exclusion | $125,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,239 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,239 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,120 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|---|
| ALPHABET INC CL C | 2015-02 | DONATED | 2024-08 | $15,925 | $4,589 | COST | $0 | $11,336 |
| AMAZON.COM INC | 2015-03 | DONATED | 2024-08 | $17,352 | $4,880 | COST | $0 | $12,472 |
| EASTERN BANKSHARES INC | 2012-01 | DONATED | 2024-08 | $14,036 | $5,009 | COST | $0 | $9,027 |
| EASTERN BANKSHARES INC | 2012-01 | DONATED | 2024-08 | $19,093 | $6,746 | COST | $0 | $12,347 |
| EASTERN BANKSHARES INC | 2012-01 | DONATED | 2024-08 | $26,692 | $9,431 | COST | $0 | $17,261 |
| EASTERN BANKSHARES INC | 2012-01 | DONATED | 2024-09 | $62,956 | $21,569 | COST | $0 | $41,387 |
| LOWES COMPANIES INC | 2010-01 | DONATED | 2024-08 | $23,508 | $2,288 | COST | $0 | $21,220 |
| EASTERN BANKSHARES INC | 2012-01 | DONATED | 2024-07 | $8 | $3 | COST | $0 | $5 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 400 SHS LOWE'S COMPANIES, INC. | $9,152 | $98,720 |
| 200 SHS BERKSHIRE HATHAWAY | $28,094 | $90,656 |
| 600 SHS ALPHABET, INC. CLASS C | $27,534 | $114,264 |
| 900 SHS AMAZON.COM, INC. | $43,917 | $197,451 |
| 200 SHS META PLATFORMS INC | $30,208 | $117,102 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS ART WORK @ APPRAISED VALUE | Desc |
| BOY Book Value | $27,948 | BOYBookValueAmt |
| EOY Book Value | $15,451 | EOYBookValueAmt |
| EOYFMV | $15,451 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE/MANAGED ACCOUNT FEES | $237 | $0 | $0 |
| WRITE OFF ARTWORK | $12,496 | $0 | $0 |