ANTHONY AND GLADYS SAKOWICH CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ANTHONY AND GLADYS SAKOWICH CHARITABLE FOUNDATION (EIN 47-5387265)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201841319349101654
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T12:44:49-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-05-09 | 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 | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,044,609 | 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 | $3,038 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,038 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $260,513 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $260,513 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $248,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,397,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $248,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,001 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,001 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $514,010 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $514,010 | 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 |
| Legal Fees Rev And Expnss | $770 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $770 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,745 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,745 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,383 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $38 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,153 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $576 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $577 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,394 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,396 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,141 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,210 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,931 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,032,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,032,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,109,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,210 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,036,931 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$595,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $441,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $204,162 | CashBOYAmt |
| Cash EOY | $203,086 | CashEOYAmt |
| Cash EOYFMV | $203,086 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,159,673 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,077,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,077,100 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,032,329 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,520,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,764,423 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,396,164 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,801,033 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,044,609 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,396,164 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,801,033 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,396,164 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,033 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,396,164 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,801,033 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,396,164 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$595,131 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,801,033 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,801,033 | 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 - LONG-TERM | $2,180,731 | $2,116,301 | $64,430 | $64,430 | |
| PUBLICLY TRADED SECURITIES - SHORT-TERM | $1,167,179 | $1,032,332 | $134,847 | $134,847 | |
| PUBLICLY TRADED SECURITIES - SHORT-TERM WASH SALE | $149 | $149 | $149 | ||
| CAPITAL GAINS DIVIDENDS | $49,032 | $49,032 | $49,032 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $248,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $447,738 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,116,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $444,266 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,256,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043316 | DistributionYr2Rt |
| Total Distribution | 0.087573 | TotalDistributionRt |
| Average Distribution | 0.043787 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,566,880 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $462,692 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,418 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $467,110 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,036,931 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,433 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,433 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $2,988 | TaxDueAmt |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
| 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 | $9,306,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,421,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,727,797 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,727,797 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,566,880 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $528,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $528,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,418 | TotalTaxAmt |
| Distributable Before Adj | $523,926 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $523,926 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $523,926 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,036,931 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,036,931 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,418 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,032,513 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,926 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,501 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,036,931 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,501 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $523,926 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $451,504 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $451,504 | 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 | $451,504 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $451,504 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MERRIMACK COLLEGE | ||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $200,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | ||||||
| PO BOX 127 | BOSTON | MA | 02127 | PC | UNRESTRICTED | $25,000 |
| BREAD & ROSES SOUP KITCHEN OF LAWRENCE | ||||||
| 58 NEWBURY STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED | $25,000 |
| KIWANIS CLUB OF GREATER LAWRENCE FOUNDATION | ||||||
| PO BOX 3068 | ANDOVER | MA | 01810 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $50,000 |
| CAMP ALLEN | ||||||
| 56 CAMP ALLEN ROAD | BEDFORD | NH | 03110 | PC | HANDICAP SUMMER CAMP | $20,000 |
| NOTRE DAME CRISTO REY HIGH SCHOOL | ||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED | $25,000 |
| BELKNAP HOUSE | ||||||
| 200 COURT STREET | LACONIA | NH | 03246 | PC | GARRITY HOMELESS SHELTER | $15,000 |
| BELKNAP HOUSE | ||||||
| 200 COURT STREET | LACONIA | NH | 03246 | PC | GARRITY HOMELESS SHELTER | $10,000 |
| BOYS & GIRLS CLUB OF THE LAKES REGION | ||||||
| 876 N MAIN STREET | LACONIA | NH | 03246 | PC | ENDOWMENT MATCH | $40,000 |
| BOYS & GIRLS CLUB OF THE LAKES REGION | ||||||
| 876 N MAIN STREET | LACONIA | NH | 03246 | PC | ENDOWMENT MATCH | $40,000 |
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | UNRESTRICTED | $25,000 |
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | LOCAL FUNDRAISER SUPPORT | $10,000 |
| AVIATION & AEROSPACE EDUCATION CENTER AT WINNIPESAUKEE | ||||||
| 65 AVIATION WAY | GILFORD | NH | 03249 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $5,000 |
| MERRIMACK COLLEGE | ||||||
| 315 TURNPIKE STREET | NORTH ANDOVER | MA | 01845 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $200,000 |
| HOLY TRINITY CATHOLIC SCHOOL | ||||||
| 50 CHURCH STREET | LACONIA | NH | 03246 | PC | LOCAL FUNDRAISER SUPPORT | $25,000 |
| BOYS & GIRLS CLUB OF THE LAKES REGION | ||||||
| 876 N MAIN STREET | LACONIA | NH | 03246 | PC | ENDOWMENT MATCH | $40,000 |
| CAMP ALLEN | ||||||
| 56 CAMP ALLEN ROAD | BEDFORD | NH | 03110 | PC | HANDICAP SUMMER CAMP | $25,000 |
| MERRIMACK VALLEY YMCA | ||||||
| 165 HAVERHILL STREET | ANDOVER | MA | 01810 | PC | UNRESTRICTED | $5,000 |
| SPAULDING YOUTH CENTER | ||||||
| 72 SPAULDING ROAD | NORTHFIELD | NH | 032764608 | PC | UNRESTRICTED | $5,000 |
| EVANGELICAL BAPTIST CHURCH | ||||||
| 50 WASHINGTON STREET | LACONIA | NH | 03246 | PC | UNRESTRICTED | $1,000 |
| PURE WATER FOR THE WORLD | ||||||
| PO BOX 55 | RUTLAND | VT | 05702 | PC | UNRESTRICTED | $6,000 |
| THOMPSON ISLAND OUTWARD BOUND EDUCATION CENTER | ||||||
| PO BOX 127 | BOSTON | MA | 02127 | PC | UNRESTRICTED | $25,000 |
| KIWANIS CLUB OF GREATER LAWRENCE FOUNDATION | ||||||
| PO BOX 3068 | ANDOVER | MA | 01810 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $10,000 |
| NOTRE DAME CRISTO REY HIGH SCHOOL | ||||||
| 303 HAVERHILL STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED | $25,000 |
| BELKNAP HOUSE | ||||||
| 200 COURT STREET | LACONIA | NH | 03246 | PC | PORCH RENOVATION | $15,000 |
| BOYS & GIRLS CLUB OF LAWRENCE | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | PC | UNRESTRICTED | $25,000 |
| BREAD & ROSES SOUP KITCHEN OF LAWRENCE | ||||||
| 58 NEWBURY STREET | LAWRENCE | MA | 01840 | PC | UNRESTRICTED | $25,000 |
| AVIATION & AEROSPACE EDUCATION CENTER AT WINNIPESAUKEE | ||||||
| 65 AVIATION WAY | GILFORD | NH | 03249 | PC | ANTHONY SAKOWICH SCHOLARSHIP | $10,000 |
| LAHEY CLINIC FOUNDATION | ||||||
| 41 MALL ROAD | BURLINGTON | MA | 01805 | PC | IN HONOR OF DR. CORKERY | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,032,000 | 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 | $3,038 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $260,513 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,001 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $248,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $514,010 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $514,010 | 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 | $4,050 | $2,025 | $2,025 |
| BOOKKEEPING AND ADMINISTRATIVE FEES | $250 | $125 | $125 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $8,520,847 | EOYBookValueAmt |
| EOYFMV | $9,764,423 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $770 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $770 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $2,513 | $1,256 | $1,257 |
| BANK CHARGES | $220 | $110 | $110 |
| OFFICE SUPPLIES | $57 | $28 | $29 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $2,001 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,001 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,001 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $66,745 | Amt |
| Net Investment Income | $66,745 | 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 |
| FOREIGN TAXES WITHHELD | $1,308 | $1,308 | $0 |