ALEXANDER EASTMAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALEXANDER EASTMAN FOUNDATION (EIN 02-0222124)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-01-30
- IRS object ID
- 202630309349100503
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-30T08:06:49-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020381649 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F G BRIGGS JR CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 98 SALMON ST | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020222124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER EASTMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALEX | BusinessNameControlTxt |
| Phone | 6036854275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BIRCH STREET | AddressLine1Txt |
| City | DERRY | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID MCPHERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6036854275 | PhoneNum |
| Signature | 2025-11-20 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABBY T DAWSON CPA | PreparerPersonNm |
| PTIN | P00525871 | PTIN |
| Phone | 6036681340 | PhoneNum |
| Preparation | 2026-01-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,116,351 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $50,855 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6,819 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,819 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $298,613 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $863,933 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $298,613 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $579,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,156 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $133,775 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $10,186 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,186 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $52,668 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,876 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,792 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $109,473 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,060 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,394 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $2,903 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,420 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,420 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,243 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,243 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $28,540 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $356,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $80,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,084 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $386,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $386,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $743,133 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $80,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $461,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$164,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,220 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $484,459 | CashBOYAmt |
| Cash EOY | $42,820 | CashEOYAmt |
| Cash EOYFMV | $42,820 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,040 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,811 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $8,963 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,714 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,714 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,918,190 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,717,203 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,717,203 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $1,243,361 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,330,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,330,803 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,725,013 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,116,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,116,351 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,175 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,117 | AccountsPayableEOYAmt |
| Grants Payable BOY | $50,000 | GrantsPayableBOYAmt |
| Other Liabilities EOY | $7,401 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $55,175 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,518 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,655,864 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,727,438 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $8,013,974 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $8,368,395 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,669,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,095,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,725,013 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,116,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,669,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$164,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $590,117 | OtherIncreasesAmt |
| Subtotal | $12,095,833 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,095,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ARTISAN GLOBAL OPPORTUNITIES ADVISOR | P | 2022-05-12 | 2025-04-30 | $60,000 | $51,704 | $8,296 | $8,296 |
| BAIRD CORE PLUS BOND INS T | P | 2024-02-01 | 2025-04-30 | $25,000 | $24,951 | $49 | $49 |
| BLACKROCK EVENT DRIVEN EQUITY | P | 2022-05-31 | 2025-04-29 | $27,500 | $26,274 | $1,226 | $1,226 |
| DODGE & COX GLOBAL STOCK | P | 2022-05-12 | 2025-04-29 | $60,000 | $55,168 | $4,832 | $4,832 |
| FPA CRESCENT SUPRA INSTITUTIONAL | P | 2022-05-31 | 2025-04-29 | $27,500 | $24,036 | $3,464 | $3,464 |
| GQG PARTNERS GLOBAL QUALITY EQUITY | P | 2022-05-12 | 2025-04-29 | $60,000 | $48,365 | $11,635 | $11,635 |
| NEUBERGER BERMAN LONG SHORT | P | 2023-05-18 | 2025-04-29 | $27,500 | $24,042 | $3,458 | $3,458 |
| PAYDEN LIMITED MATURITY | P | 2025-06-03 | 2025-06-23 | $100,000 | $99,895 | $105 | $105 |
| PAYDEN LIMITED MATURITY | P | 2025-06-03 | 2025-07-14 | $100,000 | $99,896 | $104 | $104 |
| COHEN & STEERS REAL ASSETS | P | 2022-05-12 | 2025-04-29 | $20,000 | $19,728 | $272 | $272 |
| TOUCHSTONE ARES CREDIT OPPS | P | 2023-06-30 | 2025-04-29 | $27,500 | $27,396 | $104 | $104 |
| VANGUARD SHORT-TERM BOND INDEX | P | 2021-03-11 | 2025-04-29 | $25,000 | $25,354 | -$354 | -$354 |
| VANGUARD REAL ESTATE INDEX | P | 2024-02-01 | 2025-04-29 | $20,000 | $19,465 | $535 | $535 |
| VANGUARD SHORT TERM INFLATION | P | 2024-02-01 | 2025-04-29 | $20,000 | $19,046 | $954 | $954 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $298,613 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $209 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,216 | SubtotalAmt |
| Tax Based On Investment Income | $6,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,991 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,991 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,225 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ALEXANDEREASTMAN.ORG | WebsiteAddressTxt |
| Individual With Books | DAVID MCPHERSON | IndividualWithBooksNm |
| Phone | 6036854275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BIRCH ST | AddressLine1Txt |
| City | DERRY | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| LAURIE WARNOCK | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | VICE CHAIR | 2.00 | $0 | $0 | $0 |
| ANGELA BOYLE | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MIKE HUGHES | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| LAUREN ABBOTT | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DR ANGELA CURRIE PHD | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CRAIG BULKLEY | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CHARLIE FOOTE | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JILL HARTMANN | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | SECRETARY | 2.00 | $0 | $0 | $0 |
| SHAWN HAGGART | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KATE MULLEN | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MIKE MALAGUTI | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| CRAIG CUNNINGHAM | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TREASURER | 2.00 | $0 | $0 | $0 |
| GEORGE SIORAS | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DENNIS TOOMBS | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| DAVID MCPHERSON | ||||||||
| 4 BIRCH STREET | DERRY | NH | 03038 | EXECUTIVE DI | 40.00 | $133,775 | $0 | $0 |
| TIM POWERS | ||||||||
| 4 BIRCH ST | DERRY | NH | 03038 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,013,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $295,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,308,702 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,308,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $154,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,154,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $507,704 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $507,704 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,216 | TotalTaxAmt |
| Distributable Before Adj | $501,488 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $501,488 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $501,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $461,518 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $461,518 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $501,488 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $179,899 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $307,354 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $349,248 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $315,062 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $203,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,354,824 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $461,518 | QualifyingDistributionsAmt |
| Applied To Current Year | $461,518 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $39,970 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,970 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,314,854 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $139,929 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,174,925 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $307,354 | ExcessFromYear4Amt |
| Excess From Year3 | $349,248 | ExcessFromYear3Amt |
| Excess From Year2 | $315,062 | ExcessFromYear2Amt |
| Excess From Year1 | $203,261 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID MCPHERSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BIRCH STREET | AddressLine1Txt |
| City | DERRY | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6036854275 | RecipientPhoneNum |
| Recipient Email Address | EXECUTIVEDIRECTOR@ALEXANDEREASTMAN.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE ATTACHMENT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHMENT | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ATTACHMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| DERRY FRIENDSHIP CENTER | |||||
| 6 RAILROAD AVE | DERRY | NH | 03038 | SUPPORT OF PEER SUPPORT PROGRAM | $560 |
| FAMILY PROMISE OF SOUTHERN NH | |||||
| PO BOX 450 | NASHUA | NH | 03060 | TO ASSIST HOMELESS INDIVIDUALS | $30,000 |
| THE UPPER ROOM | |||||
| 36 TSIENNTO ROAD | DERRY | NH | 03038 | FAMILY WELLNESS PROGRAM | $50,000 |
| COMMUNITY CAREGIVERS | |||||
| 6 W BROADWAY UNIT 6 | DERRY | NH | 03038 | SUPPORT OF THE LOANERS CLOSET | $20,000 |
| FBC FOOD PANTRY | |||||
| 4 CRYSTAL AVE 4 | DERRY | NH | 03038 | FOOD PANTRIES | $5,000 |
| ST ANNE'S COMMUNITY OUTREACH | |||||
| 26 EMERSON AVENUE | HAMPSTEAD | NH | 03841 | FOOD TRUCK AND VARIOUS PROGRAMS | $257,000 |
| CHESTER FIRE DEPARTMENT | |||||
| 27 MURPHY DR | CHESTER | NH | 03036 | AED LOANER PROGRAM | $1,000 |
| NHAADACA | |||||
| 130 PEMBROKE RD 150 | CONCORD | NH | 03301 | COUNSELOR TRAINING | $2,500 |
| AMOSKEAG HEALTH | |||||
| 145 HOLLIS ST | MANCHESTER | NH | 03101 | CARE TO REMOVE BARRIERS | $7,500 |
| SANBORN SOLUTIONS OF DERRY | |||||
| PO BOX 343 | DERRY | NH | 03038 | SUPPORT FOR COMMUNITY HEALTH PROGRAM | $4,970 |
| ROTARY INTERNATIONAL | |||||
| PO BOX 462 | DERRY | NH | 03038 | ANNUAL DIAPER DRIVE | $2,000 |
| NAMI NH | |||||
| 85 N STATE ST | CONCORD | NH | 03301 | COVER EXPENSES | $1,000 |
| COMMUNITY FUND DRIVES | |||||
| 4 BIRCH ST | DERRY | NH | 03038 | FOOD DRIVE | $2,039 |
| DERRY FIRE DEPARTMENT | |||||
| 131 E BROADWAY | DERRY | NH | 03038 | FUNDING FOR PEER SUPPORT PROGRAM | $2,500 |
| CHESTER SCHOOL STORE | |||||
| 22 MURPHY DR | CHESTER | NH | 03036 | HYGENIE/SCHOOL SUPPLIES | $365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $386,434 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,819 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $298,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $528,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,156 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDE FUNDS NEEDED TO ACCOMPLISH EXEMPT PURPOSE |
| 8 | PROVIDE FUNDS NEEDED TO ACCOMPLISH EXEMPT PURPOSE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LEON P WIDGER TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O BANK OF AMERICA | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03064 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,229 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | INVESTMENT & INTEREST INCOME | NoncashPropertyDesc |
| Fair Market Value | $50,229 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL SERVICES: ACCOUNTIN | $37,168 | $27,876 | $9,292 |
| PROFESSIONAL SERVICES: AUDIT EXP | $15,500 | $15,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BENEFICIAL INTEREST IN BROOKS TRUST | ||
| BENEFICIAL INTEREST IN WIDGER TRUST | $1,330,803 | $1,330,803 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL SERVICES: LEGAL FEE | CategoryTxt |
| Legal Fees | $10,186 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,186 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OTHER ADMINISTRA | $206 | $206 |
| PROFESSIONAL MEM | $1,893 | $1,893 |
| OFFICE EXPENSES | $2,997 | $2,997 |
| POSTAGE | $559 | $559 |
| PUBLIC RELATIONS | $11,154 | $11,154 |
| INSURANCE | $2,230 | $2,230 |
| TRAINING | $4,233 | $4,233 |
| BANK FEES | $65 | $65 |
| MISCELLANEOUS | $2,203 | $2,203 |
| EVENT SPONSORSHIP | $3,000 | $3,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| APPRECIATION OF BENEFICIAL TRUSTS | $87,442 |
| APPRECIATION OF INVESTMENTS | $502,675 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt |
|---|---|
| ACCRUED TAXES | $2,225 |
| ACCRUED EXPENSES | $5,176 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PROFESSIONAL SERVICES: CONSULTIN | $45,158 | |
| PROFESSIONAL SERVICES: INVESTMEN | $53,060 | $53,060 |
| PROFESSIONAL SERVICES:TECHNOLOGY | $9,027 | |
| PAYROLL PROCESSING EXPENSE | $2,228 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | ||
| PAYROLL TAXES | $10,416 | |
| OPERATING EXPENSES: NH FILING FE | $75 | |
| OPERATING EXPENSES: FEDERAL EXCI | $2,903 | $2,903 |