ANTHONY AND GLADYS SAKOWICH CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND GLADYS SAKOWICH CHARITABLE FOUNDATION (EIN 47-5387265)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-14
- IRS object ID
- 202022589349100737
- Schema version
- 2019v5.1
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-14T15:36:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010448006 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBIN RANDALL & BENNETT | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 445 130 MIDDLE STREET | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 041120445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475387265 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ANTHONY & GLADYS SAKOWICH | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 6034962075 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 EAST MAIN STREET | AddressLine1Txt |
| City | TILTON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03276 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL J GAUDET SR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6034962075 | PhoneNum |
| Signature | 2020-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P DOIRON | PreparerPersonNm |
| PTIN | P01206204 | PTIN |
| Phone | 2077721981 | PhoneNum |
| Preparation | 2020-09-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.49.137.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-10 | IPDt |
| IP Tm | 11:51:26 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 26A3A8A0589A8CC218F41CC99475822E35F5F39E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E348E19CC7D5884B7D83B3FF243587054E183A0E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,940,788 | 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 | $6,692 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,692 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $255,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $255,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $250,390 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,587,555 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $250,390 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $513,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $513,078 | 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 | $6,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,187 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,438 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,348 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,110 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $555 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $555 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,159 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,402 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,402 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $480,594 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $469,792 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,892 | CashBOYAmt |
| Cash EOY | $59,399 | CashEOYAmt |
| Cash EOYFMV | $59,399 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $388,480 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $389,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $389,933 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,015,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,963,448 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,491,456 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,450,553 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,412,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,940,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,450,553 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,412,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,450,553 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,450,553 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,412,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,450,553 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,412,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,412,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT-TERM | $96,882 | $107,596 | -$10,714 | -$10,714 | |
| PUBLICLY TRADED SECURITIES - LONG TERM | $2,457,183 | $2,229,569 | $227,614 | $227,614 | |
| PUBLICLY TRADED SECURITIES - LONG-TERM WASH SALE | $354 | $354 | $354 | ||
| CAPITAL GAINS DIVIDENDS | $33,136 | $33,136 | $33,136 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $250,390 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $543,602 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,418,441 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052177 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,032,513 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,566,880 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097712 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $447,738 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,116,864 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044257 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $444,266 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,256,460 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043316 | DistributionYr4Rt |
| Total Distribution | 0.237462 | TotalDistributionRt |
| Average Distribution | 0.059366 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,438,404 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $619,686 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,698 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $624,384 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $480,594 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,004 | OverpaymentAmt |
| Applied To ES Tax | $3,004 | 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 | NH | 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 | PAUL J GAUDET SR | IndividualWithBooksNm |
| Phone | 6034962075 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 EAST MAIN STREET | AddressLine1Txt |
| City | TILTON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03276 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| PAUL J GAUDET SR | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | CHAIRMAN | 10.00 | $0 | $0 | $0 |
| DONNA GAUDET HOSMER | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | CLERK | 4.00 | $0 | $0 | $0 |
| ROBERT F SMITH SR | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TREASURER | 4.00 | $0 | $0 | $0 |
| K BRIGID GAUDET | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DENNIS J GAUDET | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAUL J GAUDET JR | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN G CRONIN | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BRENDA M STOWE | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ROBERT RORISTON | ||||||||
| 40 EAST MAIN STREET | TILTON | NH | 03276 | TRUSTEE | 2.00 | $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 | $10,086,038 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,326 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,597,364 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,597,364 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $158,960 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,438,404 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $521,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $521,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,396 | TotalTaxAmt |
| Distributable Before Adj | $512,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $512,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $512,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $480,594 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $480,594 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $480,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $512,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $451,504 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $46,691 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $498,195 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $480,594 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $480,594 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,930 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,930 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $466,265 | 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 | $466,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $419,574 | ExcessFromYear2Amt |
| Excess From Year1 | $46,691 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AVIATION & AEROSPACE EDUCATION CENTER AT WINNIPESAUKEE | ||||||
| 65 AVIATION WAY | GILFORD | NH | 03249 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $10,000 |
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | UNRESTRICTED | $15,000 |
| BOYS & GIRLS CLUB OF THE LAKES REGION | ||||||
| 876 N MAIN STREET | LACONIA | NH | 03246 | PC | ENDOWMENT MATCH | $10,000 |
| CAMP ALLEN | ||||||
| 56 CAMP ALLEN ROAD | BEDFORD | NH | 03110 | PC | HANDICAP SUMMER CAMP | $15,000 |
| CASA NEW HAMPSHIRE | ||||||
| PO BOX 1327 | MANCHESTER | NH | 03105 | PC | UNRESTRICTED | $6,902 |
| HOLY TRINITY CATHOLIC SCHOOL | ||||||
| 50 CHURCH STREET | LACONIA | NH | 03246 | PC | LOCAL FUNDRAISER SUPPORT | $10,000 |
| KIWANIS CLUB OF GREATER LAWRENCE FOUNDATION | ||||||
| PO BOX 3068 | ANDOVER | MA | 01810 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $10,000 |
| MERRIMACK COLLEGE | ||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $100,000 |
| MERRIMACK COLLEGE | ||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | GLADYS SAKOWICH SCHOLARSHIP | $100,000 |
| NOTRE DAME CRISTO REY HIGH SCHOOL | ||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED | $25,000 |
| THE MEYHEW PROGRAM | ||||||
| 293 W SHORE RD | BRISTOL | NH | 03222 | PC | BOYS CAMP | $7,500 |
| BRUCE SCHOOL | ||||||
| 135 BUTLER ST | LAWRENCE | MA | 01841 | PC | SCHOOL TRIP | $1,000 |
| LAWRENCE BREAD & ROSES SOUP KITCHEN | ||||||
| 58 NEWBURY STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED | $25,000 |
| MERRIMACK VALLEY YMCA | ||||||
| 165 HAVERHILL STREET | ANDOVER | MA | 01810 | PC | UNRESTRICTED | $10,000 |
| BELKNAP MILL SOCIETY | ||||||
| 25 BEACON ST E 1 | LACONIA | NH | 03246 | PC | UNRESTRICTED | $20,000 |
| DISMAS HOUSE | ||||||
| 30 RICHARDS ST | WORCESTER | MA | 01603 | PC | UNRESTRICTED | $10,000 |
| BRIGHAM AND WOMENS HOSPITAL | ||||||
| 75 FRANCIS ST | BOSTON | MA | 02115 | PC | UNRESTRICTED | $50,000 |
| LAHEY CLINIC HOSPITAL | ||||||
| 41 BURLINGTON MALL RD | BURLINGTON | MA | 01805 | PC | UNRESTRICTED | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,402 | 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 | $6,692 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $255,929 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $250,390 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $513,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $513,078 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $6,375 | $3,187 | $3,188 |
| BOOKKEEPING AND ADMINISTRATIVE FEES | $250 | $0 | $250 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $9,963,448 | EOYBookValueAmt |
| EOYFMV | $10,491,456 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,287 | $1,143 | $1,144 |
| MISCELLANEOUS | $33 | $16 | $17 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,348 | Amt |
| Net Investment Income | $38,348 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $75 | $37 | $38 |
| FEDERAL NET INVESTMENT INCOME TAX | $26,971 | $0 | $0 |