DULUDE FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DULUDE FAMILY FOUNDATION INC (EIN 16-1521663)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201701309349101015
- Schema version
- 2016v3.0
- 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
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T09:26:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161113141 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G ULLMAN & ASSOC INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1424 | AddressLine1Txt |
| City | CORNING | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161521663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DULUDE FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULU | BusinessNameControlTxt |
| Phone | 4255036780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 537 | AddressLine1Txt |
| City | GEORGES MILLS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 037510537 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN M DULUDE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4255036780 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CARL A MASLER CPA | PreparerPersonNm |
| PTIN | P00404447 | PTIN |
| Phone | 6079363785 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.125.46.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 16:50:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7F07B88FDDF6918F3BD42784E63EF69847E99582 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,232,526 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $810,816 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $17,500 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,500 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,324 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,324 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $829,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,824 | 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 |
| Other Expenses Rev And Expnss | $251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $251 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $251 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,251 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $778,389 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,573 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,024 | CashBOYAmt |
| Cash EOY | $10,846 | CashEOYAmt |
| Cash EOYFMV | $10,846 | CashEOYFMVAmt |
| Other Investments BOY | $253,555 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,022,800 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,221,680 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $255,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,033,646 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,232,526 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $322 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $322 | 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 | $255,257 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,033,646 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $255,257 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,033,646 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $255,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,033,646 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $255,257 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $778,389 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,033,646 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,033,646 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $50,000 | $48,691 | $1,309 | $1,309 | |
| CAPITAL GAINS DIVIDENDS | $15 | $15 | $15 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,324 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $354,082 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047805 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $24,930 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $328,683 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075848 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $281,740 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $252,028 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015871 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $232,361 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034429 | DistributionYr5Rt |
| Total Distribution | 0.173953 | TotalDistributionRt |
| Average Distribution | 0.034791 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $809,766 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $186 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,359 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,000 | 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 | $186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13 | TotalPaymentsAndCreditsAmt |
| Tax Due | $173 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | JONATHAN M DULUDE | IndividualWithBooksNm |
| Phone | 4255036780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 537 | AddressLine1Txt |
| City | GEORGES MILLS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03751 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD DULUDE | ||||||||
| PO BOX 537 | GEORGES MILLS | NH | 037510537 | PRESIDENT/DIRECTOR | 0.25 | $0 | $0 | $0 |
| JEAN DULUDE | ||||||||
| PO BOX 537 | GEORGES MILLS | NH | 037510537 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JONATHAN M DULUDE | ||||||||
| PO BOX 537 | GEORGES MILLS | NH | 037510537 | SECRETARY/DIRECTOR | 0.25 | $0 | $0 | $0 |
| LEZLI A DULUDE | ||||||||
| PO BOX 537 | GEORGES MILLS | NH | 037510537 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOEL DULUDE | ||||||||
| PO BOX 537 | GEORGES MILLS | NH | 037510537 | VICE PRESIDENT/DIRECTOR | 0.10 | $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 | $815,166 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $822,097 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $822,097 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $809,766 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $40,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $40,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $186 | TotalTaxAmt |
| Distributable Before Adj | $40,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,302 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $186 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $50,814 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,240 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,240 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,458 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,458 | 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 | $4,458 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,458 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD DULUDE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 |
|---|---|---|---|---|---|---|---|
| AUSBON SARGENT LAND PRESERVATION TRUST | |||||||
| PO BOX 2040 | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT LAND PRESERVATION | $18,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | TO SUPPORT CANCER TREATMENTS | $1,000 |
| DARTMOUTH-HITCHCOCK HEALTH | |||||||
| ONE MEDICAL DRIVE | LEBANON | NH | 03756 | NONE | PUBLIC CHARITY | TO SUPPORT THE HOSPITAL | $2,500 |
| JEFF DULUDE MELANOMA FOUNDATION | |||||||
| 6133 N 28TH PL | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | TO SUPPORT MELANOMA RESERACH | $11,000 |
| KEARSARGE AREA COUNCIL ON AGING | |||||||
| 37 PLEASANT ST | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT CHAPIN SENIOR CENTER | $2,000 |
| LAKE SUNAPEE HOME CARE AND HOSPICE | |||||||
| PO BOX 2209 | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT LAKE SUNAPEE REGION VISITING NURSE ASSOCIATION | $2,500 |
| LAKE SUNAPEE PROTECTIVE ASSOCIATION | |||||||
| 63 MAIN STREET | SUNAPEE | NH | 03782 | NONE | PUBLIC CHARITY | TO PRESEVE AND ENHANCE THE ENVIRONMENT OF THE LAKE SUNAPEE REGION | $5,000 |
| NEW LONDON HOSPITAL ASSOCIATION | |||||||
| 273 COUNTY ROAD | NEW LONDON | NH | 03257 | NONE | PUBLIC CHARITY | TO SUPPORT RURAL HOSPITAL | $2,500 |
| SOCIETY FOR THE PROTECTION OF NEW HAMPSHIRE FORESTS | |||||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO SUPPORT NEW HAMPSHIRE'S FORESTS, LANDSCAPES AND NATURAL RESOURCES | $2,000 |
| THE FELLS | |||||||
| PO BOX 276 | NEWBURY | NH | 03255 | NONE | PUBLIC CHARITY | TO SUPPORT HISTORIC ESTATE, GARDENS AND HIKING TRAILS ON LAKE SUNAPEE | $2,000 |
| UPPER VALLEY HUMANE SOCIETY | |||||||
| 300 OLD ROUTE 10 | ENFIELD | NH | 03748 | NONE | PUBLIC CHARITY | TO SUPPORT ANIMAL WELFARE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,500 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,324 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,824 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| RICHARD DULUDE CHARITABLE REMAINDER UNITRUST | |||||||
| 1 | PO BOX 537 | GEORGES MILLS | NH | 037510537 | $10,396 | Yes (X) | |
| RICHARD DULUDE CHARITABLE REMAINDER UNITRUST | |||||||
| 2 | PO BOX 537 | GEORGES MILLS | NH | 037510537 | $800,420 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 15,796.729 SHARES VANGUARD TOTAL STOCK MARKET INDEX FUND | NoncashPropertyDesc |
| Fair Market Value | $800,420 | FairMarketValueAmt |
| Received | 2016-06-24 | ReceivedDt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD TOTAL BOND INDEX FD | AT COST | $53,623 | $54,542 |
| VANGUARD TOTAL STOCK INDEX FD | AT COST | $969,177 | $1,167,138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK & OTHER FEES | Desc |
| Revenue And Expenses Per Books | $251 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $251 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVERDRAFT PROTECTION LAKE SUNAPEE BANK | Desc |
| BOY Book Value | $322 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |