C AND D BLANCHARD SCHOLARSHIP TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- C AND D BLANCHARD SCHOLARSHIP TRUST (EIN 90-1130350)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-21
- IRS object ID
- 202121419349100907
- Schema version
- 2020v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-21T15:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLAZA SUITE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 901130350 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C AND D BLANCHARD SCHOLARSHIP TRUST 3013292 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAN | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CITIZENS BANK WAY JCB115 | AddressLine1Txt |
| City | JOHNSTON | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02919 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD LUSTIG | PersonNm |
| Person Title | TAX OFFICER | PersonTitleTxt |
| Signature | 2021-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 4012282600 | PhoneNum |
| Preparation | 2021-05-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $660,209 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,911 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,911 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,042 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,042 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $48,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,953 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,215 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,607 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,608 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $725 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,431 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,431 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $133 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $133 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,579 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,269 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,269 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $43,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,105 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,782 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $167 | CashEOYAmt |
| Cash EOYFMV | $167 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,938 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,938 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $542,039 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $549,660 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $644,104 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $559,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $565,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $660,209 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $559,849 | CapitalStockBOYAmt |
| Capital Stock EOY | $565,765 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $559,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $565,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $559,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $565,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $559,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,105 | ExcessRevenueOverExpensesAmt |
| Other Increases | $811 | OtherIncreasesAmt |
| Subtotal | $565,765 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $565,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 114.992 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2019-10-29 | 2020-05-21 | $1,112 | $1,141 | -$29 | -$29 | |
| 74.12 BLACKROCK STRATEGIC INCOME OPPORTUNITIES PORTFOLIO | 2019-10-29 | 2020-07-17 | $738 | $735 | $3 | $3 | |
| 10.183 FULLER & THALER BEHAVIORAL SMALL-CAP SMALL-CAPEQUITY FUND INSTI | 2019-10-29 | 2020-07-17 | $250 | $264 | -$14 | -$14 | |
| 38.245 FULLER & THALER BEHAVIORAL SMALL-CAP SMALL-CAPEQUITY FUND INSTI | 2019-10-29 | 2020-09-15 | $953 | $992 | -$39 | -$39 | |
| 319.738 DOUBLELINE TOTAL RETURN BOND CL I | 2019-10-29 | 2020-05-21 | $3,392 | $3,424 | -$32 | -$32 | |
| 109.301 DOUBLELINE TOTAL RETURN BOND CL I | 2019-10-29 | 2020-07-17 | $1,175 | $1,171 | $4 | $4 | |
| 16.926 FIDELITY INTERNATIONAL INDEX INSTL PREMIUM | 2018-11-21 | 2020-07-17 | $675 | $659 | $16 | $16 | |
| 8.025 FIDELITY SALEM STREET TRUST SMALL CAP INS PREM | 2020-02-21 | 2020-07-17 | $150 | $170 | -$20 | -$20 | |
| 41.257 FIDELITY SALEM STREET TRUST SMALL CAP INS PREM | 2020-02-21 | 2020-09-15 | $807 | $874 | -$67 | -$67 | |
| 3904.575 FIDELITY US BOND INDEX INSTL PREM | 2018-02-26 | 2020-05-21 | $48,651 | $44,119 | $4,532 | $4,532 | |
| 158.478 FIDELITY US BOND INDEX INSTL PREM | 2018-02-26 | 2020-07-17 | $2,000 | $1,791 | $209 | $209 | |
| 70.517 GOLDMAN SACHS GQG PARTNERS INTL OPPS INSTL | 2019-10-29 | 2020-02-21 | $1,130 | $1,039 | $91 | $91 | |
| 30.247 GOLDMAN SACHS GQG PARTNERS INTL OPPS INSTL | 2019-10-29 | 2020-07-17 | $500 | $446 | $54 | $54 | |
| 116.998 GOLDMAN SACHS GQG PARTNERS INTL OPPS INSTL | 2019-10-29 | 2020-09-15 | $2,016 | $1,725 | $291 | $291 | |
| 86.888 T ROWE PRICE INSTIT LG CAP CORE GRW FUND | 2017-05-22 | 2020-02-21 | $4,529 | $2,512 | $2,017 | $2,017 | |
| 12.33 T ROWE PRICE INSTIT LG CAP CORE GRW FUND | 2017-05-22 | 2020-05-21 | $629 | $400 | $229 | $229 | |
| 12.153 T ROWE PRICE INSTIT LG CAP CORE GRW FUND | 2017-05-22 | 2020-07-17 | $688 | $394 | $294 | $294 | |
| 10.021 T ROWE PRICE INSTIT LG CAP CORE GRW FUND | 2017-05-22 | 2020-09-02 | $657 | $325 | $332 | $332 | |
| 147.886 T ROWE PRICE INSTIT LG CAP CORE GRW FUND | 2017-05-22 | 2020-09-15 | $8,925 | $4,800 | $4,125 | $4,125 | |
| 63.743 PIMCO FDS INCOM FD INSTL | 2020-05-21 | 2020-07-17 | $738 | $714 | $24 | $24 | |
| 1395.029 PIMCO INFLATION RESPONSE MULTIASST INSTL | 2019-03-20 | 2020-05-21 | $10,714 | $11,160 | -$446 | -$446 | |
| 18.657 PIMCO INFLATION RESPONSE MULTIASST INSTL | 2019-03-20 | 2020-07-17 | $150 | $149 | $1 | $1 | |
| 86.772 PIMCO INFLATION RESPONSE MULTIASST INSTL | 2019-03-20 | 2020-09-15 | $731 | $694 | $37 | $37 | |
| 4.71 T ROWE PRICE INSTL EMERGING MKTS FD | 2018-01-12 | 2020-02-21 | $196 | $201 | -$5 | -$5 | |
| 11.392 T ROWE PRICE INSTL EMERGING MKTS FD | 2018-01-12 | 2020-07-17 | $463 | $487 | -$24 | -$24 | |
| 58.424 T ROWE PRICE INSTL EMERGING MKTS FD | 2018-01-12 | 2020-09-15 | $2,519 | $2,499 | $20 | $20 | |
| 28.445 TCW FDS INC EMRG MKTS CL I | 2018-01-12 | 2020-07-17 | $225 | $245 | -$20 | -$20 | |
| 2.578 VANGUARD REAL ESTATE INDEX FUND ADMIRAL SHARES | 2020-02-21 | 2020-07-17 | $288 | $362 | -$74 | -$74 | |
| 12.813 VANGUARD REAL ESTATE INDEX FUND ADMIRAL SHARES | 2020-02-21 | 2020-09-15 | $1,511 | $1,797 | -$286 | -$286 | |
| 951.293 VANGUARD INTERM-TERM TREASURY ADM | 2019-03-20 | 2020-02-21 | $11,016 | $10,483 | $533 | $533 | |
| 3.102 VANGUARD MID CAP INDEX ADM | 2016-05-23 | 2020-02-21 | $708 | $464 | $244 | $244 | |
| 2.654 VANGUARD MID CAP INDEX ADM | 2016-05-23 | 2020-07-17 | $563 | $397 | $166 | $166 | |
| 3.411 VANGUARD MID CAP INDEX ADM | 2016-05-23 | 2020-09-15 | $750 | $510 | $240 | $240 | |
| 103.445 VANGUARD INDEX 500 TR ADMIRAL FUND#540 | 2015-12-04 | 2020-02-21 | $31,946 | $20,044 | $11,902 | $11,902 | |
| 8.479 VANGUARD INDEX 500 TR ADMIRAL FUND#540 | 2015-12-04 | 2020-07-17 | $2,525 | $1,643 | $882 | $882 | |
| 7.543 VANGUARD INDEX 500 TR ADMIRAL FUND#540 | 2015-12-04 | 2020-09-02 | $2,500 | $1,462 | $1,038 | $1,038 | |
| 66.132 VANGUARD INDEX 500 TR ADMIRAL FUND#540 | 2015-12-04 | 2020-09-15 | $20,833 | $12,814 | $8,019 | $8,019 | |
| 345.645 WESTERN ASSET CORE BOND I | 2017-02-27 | 2020-05-21 | $4,614 | $4,300 | $314 | $314 | |
| 82.118 WESTERN ASSET CORE BOND I | 2017-02-27 | 2020-07-17 | $1,125 | $1,022 | $103 | $103 | |
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,378 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,042 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $581 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $581 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $461 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITIZENS NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6036347772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELM STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CITIZENS BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELM STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE, AS REQUIRED | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $9,215 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $601,389 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $616,862 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $616,862 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $607,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $581 | TotalTaxAmt |
| Distributable Before Adj | $29,799 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,799 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,799 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $36,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,799 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,201 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,517 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,799 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,878 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,579 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $3,201 | ExcessFromYear3Amt |
| Excess From Year2 | $7,517 | ExcessFromYear2Amt |
| Excess From Year1 | $3,983 | ExcessFromYear1Amt |
| Excess From Current Year | $6,878 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Hillsboro-Deering School Board SAU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2190 | AddressLine1Txt |
| City | Hillsboro | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03244 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6036464466 | RecipientPhoneNum |
| Form And Info And Materials | THE SELECTION PROCESS IS HANDLED BY THE SCHOOL BOARD. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | AMOUNTS AVAILABLE FOR DISTRIBUTION IS COMMUNICATED TO THE SCHOOLS IN A AWARDS ARE MADE ONCE THE SCHO | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE AWARDS ARE LIMITED TO GRADUATING HIGH SCHOOL STUDENTS LIVING IN HILLSBORO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MANCHESTER COMMUNITY COLLEGE | |||||||
| 1066 FRONT STREET | MANCHESTER | NH | 03102 | NONE | N/A | SCHOLARSHIPS | $3,679 |
| SOUTHERN NEW HAMPSHIRE UNIVERSITY | |||||||
| 2500 N RIVER ROAD | HOOKSETT | NH | 03106 | NONE | N/A | SCHOLARSHIP | $1,839 |
| LESLEY UNIVERSITY | |||||||
| 29 EVERETT STREET | CAMBRIDGE | MA | 02138 | NONE | N/A | SCHOLARSHIPS | $1,839 |
| DICKINSON COLLEGE | |||||||
| 26 N COLLEGE STREET | CARLISLE | PA | 17013 | NONE | N/A | SCHOLARSHIPS | $1,839 |
| CASTLETON UNIVERSITY | |||||||
| 62 ALUMNI DRIVE | CASTLETON | VT | 05735 | NONE | N/A | SCHOLARSHIPS | $1,839 |
| NEW ENGLAND COLLEGE SCHOLARSHIP | |||||||
| 98 BRIDGE STREET | HENNIKER | NH | 03242 | NONE | N/A | SCHOLARSHIP | $1,839 |
| ITHACA COLLEGE | |||||||
| 953 DANBY ROAD | ITHACA | NY | 14850 | NONE | N/A | SCHOLARSHIPS | $1,839 |
| KEENE STATE COLLEGE | |||||||
| 229 MAIN STREET | KEENE | NH | 03431 | NONE | UNKWN | SCHOLARSHIP | $1,839 |
| UNIVERSITY OF NH | |||||||
| 3 GARRISON AVENUE | DURHAM | NH | 03824 | NONE | UNKWN | SCHOLARSHIP | $5,519 |
| NEW HAMPSHIRE TECHNICAL INSTITUTE | |||||||
| 31 COLLEGE DRIVE | CONCORD | NH | 03301 | NONE | N/A | SCHOLARSHIP | $7,358 |
| COMMERCIAL DRIVING SCHOOL LLC | |||||||
| 70 PEMBROKE ROAD SUITE 3 | CONCORD | NH | 03301 | NONE | N/A | SCHOLARSHIPS | $1,840 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,269 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,911 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,042 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $48,953 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,953 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $725 | Amt |
| Disbursements Charitable Prps | $725 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $549,660 | BookValueAmt |
| EOYFMV | $644,104 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NH AG FILING FEE | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $75 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROC ADJ. | $646 |
| MUTUAL FUND TIMING DIFFERENCE | $165 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $2,431 | Amt |
| Net Investment Income | $2,431 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $123 | $123 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |