LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2026-03-14
- IRS object ID
- 202600739349100200
- Schema version
- 2024v5.5
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-14T00:00:41-05:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EXCHANGE STREET SUITE 9-100 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-05-01 | 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 LYNE TRUSTEE C/O RICH MAY PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUBR | BusinessNameControlTxt |
| Phone | 4019352128 | 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 | KATHRYN ROBINSON | PersonNm |
| Person Title | ADVISORY COMMITTEE MEMBER | PersonTitleTxt |
| Phone | 4019352128 | PhoneNum |
| Signature | 2026-03-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREA ARNOLD | PreparerPersonNm |
| PTIN | P01407195 | PTIN |
| Phone | 4014214800 | PhoneNum |
| Preparation | 2026-03-11 | 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 | $3,260,833 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,003,806 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,085 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $242,236 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $242,236 | 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 Prof Fees Rev And Expnss | $48,296 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,296 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,892 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,296 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $143,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $143,655 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,547 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,296 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,751 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $193,940 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $76,185 | CashBOYAmt |
| Cash EOY | $21,747 | CashEOYAmt |
| Cash EOYFMV | $21,747 | CashEOYFMVAmt |
| US Government Obligations BOY | $571,009 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $712,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $675,863 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,879,963 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,831,165 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,299,049 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $266,706 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $277,991 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $264,174 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,793,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,843,802 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,260,833 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,793,863 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,843,802 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,793,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,843,802 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,793,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,843,802 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,793,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,250 | OtherIncreasesAmt |
| Subtotal | $2,843,802 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,843,802 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,003,806 | GrossSalesPriceAmt |
| Cost Or Other Basis | $845,721 | CostOrOtherBasisAmt |
| Gain Or Loss | $158,085 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $158,085 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,310 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,810 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,114 | OverpaymentAmt |
| Applied To ES Tax | $3,114 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | 4019352128 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 0.10 | $0 | $0 | $0 |
| STACY JEAN LAMSON | ||||||||
| 51 SOUTH HAMPTON STREET | AMESBURY | MA | 01913 | ADVISORY COMMITTEE MEMBER | 0.10 | $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 | 0.10 | $0 | $0 | $0 |
| STEPHEN DAVID LUBRANO | ||||||||
| 30 GOODFELLOW HILL ROAD | HANOVER | NH | 03755 | ADVISORY COMMITTEE MEMBER | 0.10 | $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 |
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 | $3,312,998 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,371 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,368,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,368,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,526 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,317,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $165,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $165,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,696 | TotalTaxAmt |
| Distributable Before Adj | $163,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,250 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $164,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $164,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,751 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $143,751 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,916 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,751 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,916 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,835 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $51,611 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADIRONDACK MOUNTAIN CLUB | ||||||||||||||
| 814 GOGGINS RD | LAKE GEORGE | NY | 12845 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| BELMONT HILL SCHOOL | ||||||||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| BOWDOIN COLLEGE | ||||||||||||||
| 4100 COLLEGE STATION BRUNSWICK | BRUNSWICK | ME | 040118432 | N/A | PC | GENERAL SUPPORT | $2,000 | |||||||
| BREAKTHROUGH MANCHESTER | ||||||||||||||
| 2108 RIVER ROAD | MANCHESTER | NH | 03104 | N/A | PC | STUDENT SCHOLARSHIP | $3,300 | |||||||
| BRIDGTON HISTORICAL SOCIETY | ||||||||||||||
| 5 GIBBS AVE | BRIDGTON | ME | 04009 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| BROAD STREET CLINIC | ||||||||||||||
| 534 NORTH 35TH ST | MORELAND CITY | NC | 28577 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| CHILDRENS LITERACY FOUNDATION | ||||||||||||||
| 1536 LOOMIS HILL ROAD 05677 | WATERBURY CENTER | VT | 05677 | N/A | PC | GENERAL SUPPORT | $259 | |||||||
| COLBY COLLEGE | ||||||||||||||
| 4900 MAYFLOWER HILL | WATERVILLE | ME | 04901 | N/A | PC | ELLSWORTH W. MILLET FINANCIAL AID FUND | $2,000 | |||||||
| COLBY SAWYER COLLEGE | ||||||||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | N/A | PC | STUDENT SCHOLARSHIP | $5,000 | |||||||
| COLIN'S JOY PROJECT | ||||||||||||||
| THE BOSTON FOUNDATION PO BOX 843027 | BOSTON | MA | 022843027 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| DARTMOUTH FOOTBALL | ||||||||||||||
| 204 PARKHURST | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| ED ALLEN FUND | ||||||||||||||
| 131 MILLBROOK SCHOOL ROAD | MILLBROOK | NY | 12545 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| EMILY CARAS SNYDER FOUNDATION | ||||||||||||||
| 110 MILL ISLAND ROAD | ARROWSIC | ME | 04530 | N/A | PC | GENERAL SUPPORT | $1,200 | |||||||
| EMPOWERHER | ||||||||||||||
| 759 CHIEF JUSTICE CUSHING HIGHWAY | COHASSET | MA | 02025 | N/A | PC | GENERAL SUPPORT | $1,000 | 317 | ||||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||||
| 1875 CONNECTICUT AVE NW SUITE 600 | WASHINGTON | DC | 20009 | N/A | PC | GENERAL SUPPORT | $521 | |||||||
| FORK UNION MILITARY ACADEMY | ||||||||||||||
| 4744 JAMES MADISON HWY | FORK UNION | VA | 23055 | N/A | PC | DWYER SCHOLARSHIP | $5,000 | |||||||
| FRIENDS OF ATHLETICS- COLBY COLLEGE | ||||||||||||||
| 4900 MAYFLOWER HILL | WATERVILLE | ME | 04901 | N/A | PC | GENERAL SUPPORT | $2,000 | |||||||
| GODS LOVE WE DELIVER | ||||||||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| GOVERNORS ACADEMY | ||||||||||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | GENERAL SUPPORT | $600 | |||||||
| GRAND STRAND HUMANE SOCIETY | ||||||||||||||
| 3231 MR JOE WHITE AVE | MYRTLE BEACH | SC | 29577 | N/A | PC | GENERAL SUPPORT | $600 | |||||||
| GRASSROOT SOCCER | ||||||||||||||
| 15 LEBANON STREET | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| HANOVER CONSERVANCY | ||||||||||||||
| 71 LYME ROAD | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $2,096 | |||||||
| HARLEM LACROSSE | ||||||||||||||
| 8 W 126TH STREET | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $200 | |||||||
| HAZELDON BETTY FORD FOUNDATION | ||||||||||||||
| 15251 PLEASANT VALLEY RD RW7 PO BOX | CENTER CITY | MN | 55012 | N/A | PC | GENERAL SUPPORT | $206 | 1 | ||||||
| HILTON WINN FARM | ||||||||||||||
| 174 OGUNQUIT ROAD | CAPE NEDDICK | ME | 03902 | N/A | PC | GENERAL SUPPORT | $2,000 | |||||||
| HOLDERNESS SCHOOL | ||||||||||||||
| 33 CHAPEL LANE | HOLDERNESS | NH | 03245 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| HORIZONS CHILDREN | ||||||||||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | GENERAL SUPPORT | $208 | |||||||
| JAYMES FUND FOR SOCIAL JUSTICE | ||||||||||||||
| 82 PALOMINO LANE STE 703 | BEDFORD | NH | 03110 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| KEEWAYDIN FOUNDATION | ||||||||||||||
| 500 RUSTIC LANE | SALISBURY | VT | 05769 | N/A | PC | GENERAL SUPPORT | $260 | |||||||
| KRIPALU | ||||||||||||||
| 57 INTERLAKEN ROAD | STOCKBRIDGE | MA | 01262 | N/A | PC | MOL SCHOLARSHIPS | $34,000 | |||||||
| LARRY LABONTE RECOVERY CENTER | ||||||||||||||
| 412 WALDO ST | RUMFORD | ME | 04276 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| L'ASEER TOULOUSE | ||||||||||||||
| N/A | PC | GENERAL SUPPORT | $200 | 38 AVENUE JEAN MOULIN | TOULOUSE | FR | 31400 | |||||||
| LISTEN COMMUNITY SERVICES | ||||||||||||||
| 60 HANOVER STREET | LEBANON | NH | 03766 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| LOWELLS MARITIME FOUNDATION | ||||||||||||||
| 459 MAIN STREET | AMESBURY | ME | 01913 | N/A | PC | GENERAL SUPPORT; LOWELLS BOAT SHOP | $250 | |||||||
| MAIN STREET CONGREGATIONAL CHURCH | ||||||||||||||
| 145 MAIN STREET | AMESBURY | MA | 01913 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||||
| MARTHAS VINEYARD MUSEUM | ||||||||||||||
| 151 LAGOON POND RD | VINYARD HAVEN | MA | 02568 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| MCCAULEY HOUSE | ||||||||||||||
| PO BOX 73195 | PROVIDENCE | RI | 02907 | N/A | PC | GENERAL SUPPORT | $80 | |||||||
| MERRIMACK RIVER WATERSHED COUNCIL | ||||||||||||||
| 60 ISLAND STREET 246 | LAWRENCE | MA | 01840 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| MILLBROOK SCHOOL | ||||||||||||||
| 131 MILLBROOK SCHOOL RD | MILLBROOK | NY | 12545 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| MOOSE POND ASSOCIATION | ||||||||||||||
| PO BOX 674 | BRIDGTON | ME | 04009 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| MSK GIVING | ||||||||||||||
| 633 3RD AVE 5TH FL | NEW YORK | NY | 10017 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| NEW YORK ROAD RUNNERS | ||||||||||||||
| 156 W 56TH ST FL 5 | NY | NY | 10019 | N/A | PC | GENERAL SUPPORT; NYC MARATHON | $150 | |||||||
| NHPR | ||||||||||||||
| 2 PILLSBURY STREET | CONCORD | NH | 03301 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| OHANA FOUNDATION | ||||||||||||||
| PO BOX 1391 | BALLSTON LAKE | NY | 12019 | N/A | PC | GENERAL SUPPORT | $1,921 | |||||||
| OSAMEQUIN FARM | ||||||||||||||
| 80 WALNUT STREET | SEEKONK | MA | 02771 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| PAN MASS CHALLENGE | ||||||||||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL SUPPORT | $513 | |||||||
| PEMBROKE HISTORICAL SOCIETY | ||||||||||||||
| 116 CENTER ST | PEMBROKE | MA | 02359 | N/A | PC | GENERAL SUPPORT & FISH FRY SPONSORSHIP | $2,000 | |||||||
| PLANNED PARENTHOOD OF NORTHER NE | ||||||||||||||
| 84 HERCULES DR SUITE 110 | COLCHESTER | VT | 05446 | N/A | PC | GENERAL SUPPORT | $207 | |||||||
| POMFRET SCHOOL | ||||||||||||||
| PO BOX 128 | POMFRET | CT | 06258 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| POSITIVE TRACKS | ||||||||||||||
| 35 SOUTH MAIN STREET HANOVER NH | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $2,115 | 03755 | ||||||
| POUGHKEEPSIE FARM PROJECT | ||||||||||||||
| 51 VASSAR FARM LANE | POUGHKEEPSIE | NY | 12603 | N/A | PC | GENERAL SUPPORT | $750 | |||||||
| POINT O WOODS COMMUNITY FUND | ||||||||||||||
| 9 POINT O WOODS AVENUE | POINT O WOODS | NY | 11706 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| PROTECT OUR WINTERS | ||||||||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | N/A | PC | GENERAL SUPPORT | $750 | |||||||
| REACH THE WORLD | ||||||||||||||
| 222 BROADWAY 18TH FL | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $1,262 | |||||||
| RIVIER COLLEGE | ||||||||||||||
| 420 SOUTH MAIN STREET | NASHUA | NH | 03060 | N/A | PC | GRACE FAMILY SCHOLARSHIP | $1,000 | |||||||
| RUFUS PORTER MUSEUM | ||||||||||||||
| 121 MAIN STREET | BRIDGTON | ME | 04009 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| RUNWAY FOR RECOVERY | ||||||||||||||
| 29 WATER ST SUITE 216 | NEWBURYPORT | MA | 01950 | N/A | PC | GENERAL SUPPORT | $21,000 | |||||||
| SALT WATER VINEYARD CHURCH | ||||||||||||||
| 40 MAIN STREET | BIDDEFORD | ME | 04005 | N/A | PC | GENERAL SUPPORT | $2,000 | |||||||
| SCARBOROUGH LAND TRUST | ||||||||||||||
| 7 OAK HILL TERRACE SUITE 202 | SCARBOROUGH | ME | 04070 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| SCITUATE ANIMAL HOSPITAL | ||||||||||||||
| 780 CHIEF JUSTICE CUSHING HIGHWAY | SCITUATE | MA | 02066 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| ST JOHNS CHURCH | ||||||||||||||
| 172 MAIN STREET | HINGHAM | MA | 02043 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| ST LAWRENCE UNIVERSITY | ||||||||||||||
| 23 ROMODA DRIVE | CANTON | NY | 13617 | N/A | PC | GENERAL SUPPORT | $1,532 | |||||||
| STEVE GLIDDEN FOUNDATION | ||||||||||||||
| 58 WESTMINSTER ROAD | NEWTON CENTRE | MA | 02459 | N/A | PC | CAMPERSHIP FUND | $3,250 | |||||||
| STRATEGIES FOR A STRONGER SANFORD | ||||||||||||||
| PO BOX 958 | SANFORD | ME | 04075 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| TEAR CAP WORKSHOPS | ||||||||||||||
| 22 HAMPSHIRE STREET | HIRAM | ME | 04041 | N/A | PC | GENERAL SUPPORT | $250 | |||||||
| THE HOWE LIBRARY CORPORATION | ||||||||||||||
| 13 SOUTH STREET | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| TRUSTEES OF THE RESERVATION | ||||||||||||||
| 200 HIGH STREET | BOSTON | MA | 02110 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| TUCK SCHOOL | ||||||||||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $1,600 | |||||||
| UPPER VALLEY HABITAT FOR HUMANITY | ||||||||||||||
| PO BOX 1038 | WRJ | VT | 05001 | N/A | PC | GENERAL SUPPORT | $100 | |||||||
| UPPER VALLEY HAVEN | ||||||||||||||
| 713 HARTFORD AVENUE | WRJ | VT | 05001 | N/A | PC | GENERAL SUPPORT | $303 | |||||||
| VALERIE ALICE COOK FUND | ||||||||||||||
| 3959 BROADWAY | NEW YORK | NY | 10032 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| VITAL COMMUNITIES | ||||||||||||||
| 195 NORTH MAIN STREET | WRJ | VT | 05001 | N/A | PC | GENERAL SUPPORT | $104 | |||||||
| WESTOVER SCHOOL | ||||||||||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | N/A | PC | GENERAL SUPPORT; FAMILY SCHOLARSHIP | $5,000 | |||||||
| ALS FOUNDATION | ||||||||||||||
| 200 FRIBERG 1000 | WESTBOROUGH | MA | 12210 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| THE LITTLE PRINCESS TRUST | ||||||||||||||
| N/A | PC | GENERAL SUPPORT | $118 | THE HANNAH TARPLEE BLD 22-25 | UK | HR4 OBJ | BERRINGTON ST | HEREFORD | ||||||
| LISTEN OUTLOUD MEDIA | ||||||||||||||
| 3610 QUAIL MEADOWS | MIDLOTHIAN | VA | 23112 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||||
| LITTLE LEGS BIG HEART | ||||||||||||||
| 1801 N FLAGLER DR | WEST PALM BEACH | FL | 33407 | N/A | PC | GENERAL SUPPORT | $1,500 | |||||||
| MICHIGAN STEPHEN M ROSS SCHOOL OF BUSINESS | ||||||||||||||
| 701 TAPPAN AVE | ANN ARBOR | MI | 48109 | N/A | PC | GENERAL SUPPORT | $200 | |||||||
| NEW YORK CIVIL LIBERTIES UNION | ||||||||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| ST JUDE | ||||||||||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| UNION COLLEGE | ||||||||||||||
| 807 UNION ST | SCHENECTADY | NY | 12308 | N/A | PC | GENERAL SUPPORT | $2,000 | |||||||
| US FIGURE SKATING | ||||||||||||||
| 2925 PROFESSIONAL PL STE 201 | COLORADO SPRINGS | CO | 80904 | N/A | PC | GENERAL SUPPORT | $1,000 | |||||||
| UYGHUR NEXT GENERATION | ||||||||||||||
| 3071 LAURENCEVILL RD | LAURENCVILLE | NJ | 08648 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| MAINE COAST WALDORF SCHOOL | ||||||||||||||
| 57 DESERT RD | FREEPORT | ME | 04032 | N/A | PC | GENERAL SUPPORT | $500 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $143,655 | 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 | $2 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $158,085 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $242,236 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $242,236 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $277,991 | EOYBookValueAmt |
| EOYFMV | $264,174 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,100,387 | $1,338,271 |
| MUTUAL FUNDS | $730,778 | $960,778 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $712,899 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $675,863 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $96 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE CONTRIBUTION RECOVERIES | Desc |
| Amt | $1,250 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $48,296 | Amt |
| Net Investment Income | $48,296 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |