LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
Tax period: 2014-05-01 to 2015-04-30
Filed: 2015-07-29
IRS object ID: 201502109349100610
Schema version: 2014v5.0
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
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-07-29T12:12:40-05:00	ReturnTs
Tax Period End	2015-04-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043107805	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PRAGUE & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15 WALNUT STREET STE 150	AddressLine1Txt
City	WELLESLEY	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02481	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-05-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	046835151	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LUBRANO FAMILY CHARITABLE FOUNDATION	BusinessNameLine1Txt
Business Name Line2	EMMETT LYNETRUSTEEC/O RICH MAY PC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	LUBR	BusinessNameControlTxt
Phone	6175563885	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	176 FEDERAL STREET	AddressLine1Txt
City	BOSTON	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	02110	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	AUTHORIZED SIGNER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	6175563885	PhoneNum
Signature	2015-07-29	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANDREW P PRAGUE	PreparerPersonNm
PTIN	P00451424	PTIN
Phone	7812375555	PhoneNum
Preparation	2015-07-29	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$3,065,306	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
Dividends Rev And Expnss	$76,973	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$76,973	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$50	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$874,492	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$50	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$77,023	TotalRevAndExpnssAmt
Total Net Invst Incm	$77,023	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	$3,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,600	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$1,228	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,228	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$45,315	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$45,315	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$50,143	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$50,143	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$159,175	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$159,175	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$209,318	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$50,143	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$159,175	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$132,295	ExcessRevenueOverExpensesAmt
Net Investment Income	$26,880	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$1,502,730	CashBOYAmt
Cash EOY	$128,307	CashEOYAmt
Cash EOYFMV	$128,307	CashEOYFMVAmt
Corporate Stock BOY	$985,108	CorporateStockBOYAmt
Corporate Stock EOY	$2,094,201	CorporateStockEOYAmt
Corporate Stock EOYFMV	$2,196,354	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$586,704	CorporateBondsBOYAmt
Corporate Bonds EOY	$719,739	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$740,645	CorporateBondsEOYFMVAmt
Total Assets BOY	$3,074,542	TotalAssetsBOYAmt
Total Assets EOY	$2,942,247	TotalAssetsEOYAmt
Total Assets EOYFMV	$3,065,306	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$3,074,542	UnrestrictedBOYAmt
Unrestricted EOY	$2,942,247	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$3,074,542	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$2,942,247	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$3,074,542	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$2,942,247	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$3,074,542	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$132,295	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$2,942,247	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$2,942,247	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCH	P	2014-01-01	2014-11-30	$854,896	$853,506	$1,390	$1,390
MERRILL LYNCH	P	2013-01-01	2014-11-30	$19,596	$20,936	-$1,340	-$1,340

Field	Value	IRS element (for citing)
Capital Gain Net Income	$50	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$82,825	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$2,261,622	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.036622	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$42,350	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$1,223,169	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.034623	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$60,000	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$1,240,934	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.048351	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$57,355	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$1,228,823	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.046675	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$55,300	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$1,120,698	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.049344	DistributionYr5Rt
Total Distribution	0.215615	TotalDistributionRt
Average Distribution	0.043123	AverageDistributionRt
Net Vl Noncharitable Assets	$3,046,248	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$131,363	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$269	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$131,632	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$159,175	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	$269	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$269	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$269	TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$269	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	MA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	KATHRYN ROBINSON	IndividualWithBooksNm
Phone	4012740980	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	87 TRANSIT STREET	AddressLine1Txt
City	PROVIDENCE	CityNm
State Abbreviation	RI	StateAbbreviationCd
ZIP	02906	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 (6 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
ELIZABETH ANN DWYER
47 HILL FARM ROAD	PEMBROKE	MA	02359	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
STACY JEAN LAMSON
51 SOUTH HAMPTON STREET	AMESBURY	MA	01913	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
KATHRYN LUBRANO ROBINSON
87 TRANSIT STREET	PROVIDENCE	RI	02906	ADVISORY COMMITTEE MEMBER	1.00	$0	$0	$0
JENNIFER LYNN CLAYTON
25 COLE ROAD	HINGHAM	MA	02043	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
STEPHEN DAVID LUBRANO
30 GOODFELLOW HILL RAOD	HANOVER	NH	03755	ADVISORY COMMITTEE MEMBER	0.00	$0	$0	$0
EMMETT E LYNE
176 FEDERAL STREET	BOSTON	MA	02110	TRUSTEE	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS, EACH OF WHICH IS AN IRC SEC. 501(C)(3) ORG.	Description1Txt
Expenses1	$0	Expenses1Amt

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	$2,854,495	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$238,143	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,092,638	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$3,092,638	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$46,390	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,046,248	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$152,312	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$152,312	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$269	TaxBasedOnInvestmentIncomeAmt
Total Tax	$269	TotalTaxAmt
Distributable Before Adj	$152,043	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$152,043	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$152,043	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$159,175	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$159,175	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$269	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$158,906	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$152,043	DistributableAsAdjustedAmt
Undistributed Income PY	$3,104	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$159,175	QualifyingDistributionsAmt
Applied To Year1	$3,104	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$152,043	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$4,028	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,028	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	$4,028	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$4,028	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
ALZHEIMER'S ASSOCIATION
473 SOUTH STREET WEST	RAYNHA	MA	02767	RESEARCH	$1,500
AMOS HOUSE
415 FRIEND HOUSE	PROVIDENCE	RI	02907	GENERAL	$500
ANIMAL CARE AND CONTROL OF NY
11 PARK PLACE SUITE 805	NEW YORK	NY	10007	MEDICAL	$350
AQUINNAH GAY HEAD COMM ASSOC
PO BOX 494	CHILLMARK	MA	02535	GENERAL	$1,000
BEST BUDDIES RI
25 ESTEN AVE	PAWTUCKET	RI	02860	EDUCATIONAL	$2,000
BOSTON CHILDREN'S HOSPITAL
401 PARK DRIVE SUITE 602	BOSTON	MA	02215	MEDICAL	$2,500
BREAKTRHOUGH PROVIDENCE
THE WHEELER SCHOOL	PROVIDENCE	RI	02906	EDUCATIONAL	$3,000
BREAKTRHOUGH MANCHESTER
THE DERRYFIELD SCHOOL	MANCHESTER	NH	03104	EDUCATIONAL	$2,000
BRIDGES TO COMMUNITY
95 CROTON AVENUE	OSSINING	NY	10562	GENERAL	$6,000
BROWN UNIVERSITY
PO BOX 1877	PROVIDENCE	RI	02912	EDUCATIONAL	$3,000
CAMP JABBERWOCKY
PO BOX 1357	VINEYARD HAVEN	MA	02568	EDUCATIONAL	$600
CAPE ELEUTHERA FOUNDATION
PO BOX 842484	BOSTON	MA	02284	MEDICAL	$1,000
CHILDREN'S LITERACY FOUNDATION
1536 LOOMIS HILL ROAD	WATERBURY	VT	05676	EDUCATIONAL	$500
CHURCH AT POINT WOODS
19950 MACK AVE	GROSSE POINTE WOODS	MI	48236	GENERAL	$1,000
COLBY COLLEGE
4000 MAYFLOWER HILL DRIVE	WATERVILLE	ME	04901	EDUCATIONAL	$7,000
COVER HOME REPAIRS INC
158 S MAIN ST	WHITE RIVER JUNCTION	VT	05001	HOUSING	$1,000
CROSSROADS RI
PO BOX 9608	PROVIDENCE	RI	02903	HOUSING	$500
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON ROAD	BETHESDA	MD	20814	MEDICAL	$3,000
DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICE	HANOVER	NY	03755	EDUCATIONAL	$1,300
DEERFIELD ACADEMY
7 BOYDEN LANE PO BOX 87	DEERFIELD	MA	01342	EDUCATIONAL	$500
DERBY ACADEMY
56 BURDITT AVE	HINGHAM	MA	02043	EDUCATIONAL	$3,000
DOCTORS WITHOUT BORDERS
333 7TH AVE	NEW YORK	NY	10001	MEDICAL	$2,000
FORK UNION MILITARY ACADEMY
4744 JAMES MADISON HWY	FORK UNION	VA	23055	EDUCATIONAL	$25,000
GOVERNORS ACCAD
1 ELM STREET	BYFIELD	MA	01922	EDUCATIONAL	$1,000
GRAFTON CO SENIOR CITIZENS
10 CAMPBELL STREET	LEBANON	NH	03766	HOUSING	$1,000
HOLDERNESS SCHOOL
PO BOX 1879	PLYMOUTH	NH	03264	EDUCATIONAL	$1,000
HANOVER CONSERVACY
19 BUCK ROAD	HANOVER	NH	03755	ENIRONMENTAL	$500
HANOVER HIGH SCHOOL
287 CEADER STREET	HANOVER	MA	02339	EDUCATIONAL	$1,000
HEIFER INTL
216 WACHUSETT ST	RUTLAND	MA	01543	EDUCATIONAL	$500
HILTON WINN FARM
189 QGUNQUIT RD	CAPE NEDDICK	ME	03902	ENVIRONMENTAL	$1,000
HINGHAM FOOD PANTRY
685 MAIN STREET	HINGHAM	MA	02043	HOUSING	$500
JAYME'S FUND FO SOCIAL JUSTICE
82 PALOMINO LANE SUITE 703	BEDFORD	NH	03110	RESEARCH	$1,000
JUSTINE MACLIFF FUND
125 THE FENWAY	BOSTON	MA	02115	ENVIRONMENTAL	$450
MAIN ST CONGREGATIONAL CHURCH
145 MAIN STREET	AMESBURY	MA	01913	RELIGIOUS	$6,975
MARGIE STEELE FOUNDATION
63 UNION STREET	NEW BEDFORD	MA	02740	RESEARCH	$2,000
MASS INC
MASS INC 11 BEACON ST SUITE 500	BOSTON	MA	02108	ENVIRONMENTAL	$2,000
MOOSE POND ASSOCIATION
PO BOX 764	BRIGTON	ME	04009	ENVIRONMENTAL	$1,000
NATIVITY PREP
66 SPRING STREET	NEW BEDFORD	MA	02740	EDUCATIONAL	$5,500
NH PUBLIC RADIO
2 PILLSBURY STREET	CONCORD	NH	03301	EDUCATIONAL	$500
PARTNERSHIP OF INER CITY EDUCATION
1011 FIRST AVENUE SUITE 1800	NEW YORK	NY	10022	EDUCATIONAL	$350
PEMBROKE FOOD PANTRY
142 CENTER ST	PEMBROKE	MA	02359	HOUSING	$500
PEMBROKE HISTORICAL SOCIETY
116 CENTER ST	PAWTUCKET	MA	02359	EDUCATIONAL	$4,000
POINT OF WOODS COMMUNITY FUND
5 POINT O WOODS AVE	POINT O WOODS	NY	11706	INVIRONMENTAL	$1,500
POMFRET SCHOOL
398 POMFRET STREET	POMFRET	CT	06258	EDUCATIONAL	$5,500
PROVIDENCE ANIMAL RESCUE LEAGUE
34 ELBOW STREET	PROVIDENCE	RI	02903	MEDICAL	$500
RIVIER COLLEGE
420 S MAIN STREET	NASHUA	NH	03060	EDUCATIONAL	$1,000
RUNWAY FOR RECOVERY
65 MIDDLE ST	NEWBURYPORT	MA	01950	HOUSING	$1,050
SHAWNEE PEAK ADAPTIVE PROGRAM
119 MOUNTAIN ROAD	BRIDGTON	ME	04009	HOUSING	$1,000
SOUTH SHORE HOSPITAL
55 FOGG AVE SO	WEYMOUTH	MA	02190	MEDICAL	$250
ST GEORGES BY THE RIVER
7 LINCOLN AVE	RUMSON	NJ	07760	EDUCATIONAL	$250
ST JOHN'S CHURCH
172 MAIN STREET	HINGHAM	MA	03043	RELIGIOUS	$2,000
ST LAWRENCE UNIVERSITY
23 RONODA DR	CANTON	NY	13617	EDUCATIONAL	$11,000
STEPPING STONE FDN
PO BOX 171683	BOSTON	MA	02117	HOUSING	$500
THE BELMONT HILL SCHOOL
221 CONCORD AVE	BELMONT	MA	02478	EDUCATIONAL	$1,000
THE BOOMER FOUNDATION
483 10TH AVE SUITE 300	NEW YORK	NY	10018	MEDICAL	$1,000
THE CHILDREN'S HOSPITAL AT DARTMOUTH
100 HITCHCOCK WAY	MANCHESTER	NH	03104	MEDICAL	$500
THE CRAPANZANO FAMILY FOUNDTION
2137 QUAIL RUN DRIVE BLG A STE B	BATON ROUGE	LA	70808	MEDICAL	$1,000
THE GOVERNORS ACADEMY
OFFICE OF ADVANCEMENT 1 ELM STREET	BYFIELD	MA	01922	EDUCATIONAL	$250	BYFIELD MA
THE HOWE LIBRARY
13 SOUTH STREET	HANOVER	NH	03755	RESEARCH	$1,000
THE STEVE GLIDDEN FOUNDATION
PO BOX 1427	POINT ROBERTS	WA	98281	MEDICAL	$1,000
TOWN OF AQUINNAH
65 STATE ROAD	AQUINNA	MA	02535	ENVIRONMENTAL	$1,000
TRUSTEES OF RESERVATIONS
LONG HILL 572 ESSEX STREET	BEVERLY	MA	01915	RESEARCH	$600
TUCK SCHOOL
100 TUCK HALL	HANOVER	MA	03755	EDUCATIONAL	$2,000
TUFS MEDICAL CTR
800 WASHINGTON STREET	BOSTON	MA	02111	MEDICAL	$250
UNITED WAY OR RI
50 VALLEY ST	PROVIDENCE	RI	02909	EDUCATIONAL	$1,000
UPPER VALLEY HUMANE SOCIETY
300 OLD RTE 10	ENFIELD	NH	03748	MEDICAL	$1,500
VISITING NURSES HOPICE VT
WHITE RIVER JUNCTION	WHITE RIVER JUNCTION	VT	05001	MEDICAL	$500
WATERFIRE PROVIDENCE
101 REGENT AVE	PROVIDENCE	RI	02912	ENVIRONMENTAL	$3,000
WESTOVER SCHOOL
1237 WHITTEMORE RD	MIDDLEBURY	CT	06762	EDUCATIONAL	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$159,175	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	$76,973	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$50	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$77,023	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$77,023	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTANT FEES	CategoryTxt
Amt	$3,600	Amt
Net Investment Income	$3,600	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	FIXED INCOME	BondNm
EOY Book Value	$719,739	EOYBookValueAmt
EOYFMV	$740,645	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
MUTUAL FUNDS	$439,014	$451,118
EQUITIES	$1,655,187	$1,745,236

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$42,550	$42,550	$0
ADMINISTRATIVE COSTS	$2,765	$2,765	$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MASSACHUSETTS	$500	$500	$0
4/30/13 FEDERAL TAXES DUE	$728	$728	$0