LUBRANO FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LUBRANO FAMILY CHARITABLE FOUNDATION (EIN 04-6835151)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2025-03-17
- IRS object ID
- 202530769349100018
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-17T10:26:54-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | 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 | 2023-05-01 | 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 | 2025-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD PIERONI | PreparerPersonNm |
| PTIN | P00189634 | PTIN |
| Phone | 4014214800 | PhoneNum |
| Preparation | 2025-03-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $3,179,327 | 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 | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $988,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,460 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $186,356 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $186,356 | 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 | $41,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,493 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,493 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $226 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $226 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,719 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,213 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $169,216 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,857 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $144,359 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,616 | CashBOYAmt |
| Cash EOY | $76,185 | CashEOYAmt |
| Cash EOYFMV | $76,185 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,090,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,879,963 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,359,398 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $619,117 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $837,715 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $743,744 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,816,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,793,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,179,327 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,816,170 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,793,863 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,816,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,793,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,816,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,793,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,816,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,857 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,550 | OtherIncreasesAmt |
| Subtotal | $2,793,863 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,793,863 | 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 | $988,720 | GrossSalesPriceAmt |
| Cost Or Other Basis | $870,260 | CostOrOtherBasisAmt |
| Gain Or Loss | $118,460 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $118,460 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,817 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,317 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,310 | OverpaymentAmt |
| Applied To ES Tax | $2,310 | 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 | $3,044,960 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,485 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,139,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,139,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,092,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $154,618 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $154,618 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,007 | TotalTaxAmt |
| Distributable Before Adj | $152,611 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,550 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $155,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $155,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $169,216 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $169,216 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,971 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $169,216 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,971 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,245 | 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 | $30,916 | 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 (97 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADIRONDACK MOUNTAIN CLUB | ||||||||
| 814 GOGGINS RD | LAKE GEORGE | NY | 12845 | N/A | PC | GENERAL SUPPORT | $500 | |
| AMOS HOUSE | ||||||||
| 460 PINE ST | PROVIDENCE | RI | 02907 | N/A | PC | GENERAL SUPPORT | $250 | |
| AQUINNAH CULTURAL CENTER | ||||||||
| 35 AQUINNAH CIRCLE | AQUINNAH | MA | 02535 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BELMONT HILL SCHOOL | ||||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BIODIVERSITY WORKS | ||||||||
| 18 HELEN AVE | VINEYARD HAVEN | MA | 02568 | N/A | PC | GENERAL SUPPORT | $250 | |
| BOWDOIN COLLEGE | ||||||||
| 4100 COLLEGE STATION BRUNSWICK | BRUNSWICK | ME | 040118432 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BRIDGTON COMMUNITY CENTER | ||||||||
| 15 DEPOT ST | 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 | |
| BROWN UNIVERSITY | ||||||||
| BOX 1893 BROWN UNIVERSITY | PROVIDENCE | RI | 02912 | N/A | PC | GENERAL SUPPORT | $3,750 | |
| CHILDRENS LITERACY FOUNDATION | ||||||||
| 1536 LOOMIS HILL ROAD 05677 | WATERBURY CENTER | VT | 05677 | N/A | PC | GENERAL SUPPORT | $250 | |
| COLBY COLLEGE | ||||||||
| 4900 MAYFLOWER HILL | WATERVILLE | ME | 04901 | N/A | PC | ELLSWORTH W. MILLET FINANCIAL AID FUND | $7,000 | |
| COLBY SAWYER COLLEGE | ||||||||
| 541 MAIN STREET | NEW LONDON | NH | 03257 | N/A | PC | STUDENT SCHOLARSHIP | $20,000 | |
| COLIN'S JOY PROJECT | ||||||||
| THE BOSTON FOUNDATION PO BOX 843027 | BOSTON | MA | 022843027 | N/A | PC | GENERAL SUPPORT | $300 | |
| CROSSROADS RI | ||||||||
| 160 BROAD ST | PROVIDENCE | RI | 02903 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVE SUITE 1100N | BETHESDA | MD | 20814 | N/A | PC | GENERAL SUPPORT; CYCLE FOR LIFE | $250 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | MA | 03755 | N/A | PC | GENERAL SUPPORT | $750 | |
| DARTMOUTH FOOTBALL | ||||||||
| 204 PARKHURST | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DARTMOUTH LACROSSE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | N/A | PC | GENERAL SUPPORT | $250 | |
| DERBY ACADEMY | ||||||||
| 56 BURDITT AVE | HINGHAM | MA | 02043 | N/A | PC | GENERAL SUPPORT | $3,336 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 217415030 | N/A | PC | GENERAL SUPPORT | $100 | |
| EMILY CARAS SNYDER FOUNDATION | ||||||||
| 110 MILL ISLAND ROAD | ARROWSIC | ME | 04530 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| EMPOWERHER | ||||||||
| 759 CHIEF JUSTICE CUSHING HIGHWAY | COHASSET | MA | 02025 | N/A | PC | GENERAL SUPPORT | $1,000 | 317 |
| 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 | $500 | |
| FURNITURE TRUST ORGANIZATION INC | ||||||||
| 54 MYSTIC STREET | ARLINGTON | MA | 02474 | N/A | PC | GENERAL SUPPORT | $250 | |
| GODS LOVE WE DELIVER | ||||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | PC | GENERAL SUPPORT | $500 | |
| GRANDSTAND HUMANE SOCIETY | ||||||||
| 3231 MR JOE WHITE AVE | MYRTLE BEACH | SC | 29577 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GRASSROOT SOCCER | ||||||||
| 15 LEBANON STREET | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $200 | |
| HANOVER CONSERVANCY | ||||||||
| 71 LYME ROAD | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $10,200 | |
| HARLEM LACROSSE | ||||||||
| 8 W 126TH STREET | NEW YORK | NY | 10027 | N/A | PC | GENERAL SUPPORT | $500 | |
| HAZELDON BETTY FORD FOUNDATION | ||||||||
| 15251 PLEASANT VALLEY RD RW7 PO BOX | CENTER CITY | MN | 55012 | N/A | PC | GENERAL SUPPORT | $2,000 | 1 |
| HILTON WINN FARM | ||||||||
| 174 OGUNQUIT ROAD | CAPE NEDDICK | ME | 03902 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| HOLDERNESS SCHOOL | ||||||||
| 33 CHAPEL LANE | HOLDERNESS | NH | 03245 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HOPEHEALTH | ||||||||
| 1085 N MAIN STREET | PROVIDENCE | RI | 02904 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HORIZONS CHILDREN | ||||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | GENERAL SUPPORT | $450 | |
| JAYMES FUND FOR SOCIAL JUSTICE | ||||||||
| 82 PALOMINO LANE STE 703 | BEDFORD | NH | 03110 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| KEEWAYDIN FOUNDATION | ||||||||
| 500 RUSTIC LANE | SALISBURY | VT | 05769 | N/A | PC | GENERAL SUPPORT | $150 | |
| KRIPALU | ||||||||
| 57 INTERLAKEN ROAD | STOCKBRIDGE | MA | 01262 | N/A | PC | MOL SCHOLARSHIPS | $2,500 | |
| LAURIE MELCHIONDA FOUNDATION | ||||||||
| 60 QUEQUECHAN CIR | RAYNHAM | MA | 02767 | N/A | PC | GENERAL SUPPORT | $150 | |
| LAWRENCEVILLE SCHOOL | ||||||||
| 2500 MAIN ST | LAWRENCEVILLE | NJ | 08648 | N/A | PC | GENERAL SUPPORT | $750 | |
| LEHIGH INFO PROCESSING ATHLETIC DEPARTMENT | ||||||||
| 306 W NEW ST SUITE 500 | BETHLEHAM | PA | 18015 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $1,000 | |
| LUNG STRONG | ||||||||
| PO BOX 281 | AMESBURY | MA | 01913 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MAIN STREET CONGREGATIONAL CHURCH | ||||||||
| 145 MAIN STREET | AMESBURY | MA | 01913 | N/A | PC | GENERAL SUPPORT | $4,500 | |
| MARTHAS VINEYARD MUSEUM | ||||||||
| 151 LAGOON POND RD | VINYARD HAVEN | MA | 02568 | N/A | PC | GENERAL SUPPORT | $500 | |
| MARTHAS VINEYARD SHELLFISH GROUP | ||||||||
| PO BOX 1552 | OAK BLUFFS | MA | 02557 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MATHEW HOUSE | ||||||||
| 43 METCALF DRIVE | AUBURN | NY | 13021 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MCCAULEY HOUSE | ||||||||
| PO BOX 73195 | PROVIDENCE | RI | 02907 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $3,000 | |
| NEW YORK ROAD RUNNERS | ||||||||
| 156 W 56TH ST FL 5 | NY | NY | 10019 | N/A | PC | GENERAL SUPPORT; NYC MARATHON | $530 | |
| 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 | $1,000 | |
| ONE LOVE FOUNDATION | ||||||||
| 44 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | N/A | PC | GENERAL SUPPORT | $250 | |
| 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 | $770 | |
| PEMBROKE HISTORICAL SOCIETY | ||||||||
| 116 CENTER ST | PEMBROKE | MA | 02359 | N/A | PC | GENERAL SUPPORT & FISH FRY SPONSORSHIP | $3,000 | |
| POMFRET SCHOOL | ||||||||
| PO BOX 128 | POMFRET | CT | 06258 | N/A | PC | GENERAL SUPPORT | $750 | |
| POSITIVE TRACKS | ||||||||
| 35 SOUTH MAIN STREET HANOVER NH | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $2,000 | 03755 |
| POUGHKEEPSIE FARM PROJECT | ||||||||
| 51 VASSAR FARM LANE | POUGHKEEPSIE | NY | 12603 | N/A | PC | GENERAL SUPPORT | $500 | |
| POW FOUNDATION | ||||||||
| 9 POINT O WOODS AVENUE | POINT O WOODS | NY | 11706 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| PROTECT OUR WINTERS | ||||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | N/A | PC | GENERAL SUPPORT | $750 | |
| PROVIDENCE ATHAENAEUM | ||||||||
| 251 BENEFIT ST | PROVIDENCE | RI | 02903 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| REACH THE WORLD | ||||||||
| 222 BROADWAY 18TH FL | NEW YORK | NY | 10038 | N/A | PC | GENERAL SUPPORT | $500 | |
| RISE | ||||||||
| 11 SOUTH ANGELL STREET | PROVIDENCE | RI | 02906 | N/A | PC | GENERAL SUPPORT | $200 | |
| 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 | $22,436 | |
| 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 | $1,000 | |
| SCITUATE ANIMAL HOSPITAL | ||||||||
| 780 CHIEF JUSTICE CUSHING HIGHWAY | SCITUATE | MA | 02066 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SEBAGO LONG LAKE MUSIC FESTIVAL | ||||||||
| PO BOX 544 | HARRISON | ME | 04040 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| 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 | $2,000 | |
| STEVE GLIDDEN FOUNDATION | ||||||||
| 58 WESTMINSTER ROAD | NEWTON CENTRE | MA | 02459 | N/A | PC | CAMPERSHIP FUND | $4,500 | |
| STRATEGIES FOR A STRONGER SANFORD | ||||||||
| PO BOX 958 | SANFORD | ME | 04075 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| STUART COUNTRY DAY SCHOOL OF THE SACRED HEART | ||||||||
| 1200 STUART ROAD | PRINCETON | NJ | 08540 | N/A | PC | RICHARD J. RUSSO MEMORIAL FUND; GENERAL SUPPORT | $1,000 | |
| TEAR CAP WORKSHOPS | ||||||||
| 22 HAMPSHIRE STREET | HIRAM | ME | 04041 | N/A | PC | GENERAL SUPPORT | $500 | |
| THAYER ACADEMY | ||||||||
| 745 WASHINGTON ST | BRAINTREE | MA | 02184 | N/A | PC | GENERAL SUPPORT | $250 | |
| THE GIVENGAIN FOUNDATION | ||||||||
| 6301 NV 5TH WAY FL 3 | FORT LAUDERDALE | FL | 33309 | N/A | PC | GENERAL SUPPORT | $275 | |
| THE GOVERNORS ACADEMY | ||||||||
| 1 ELM ST | BYFIELD | MA | 01922 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE HOWE LIBRARY CORPORATION | ||||||||
| 13 SOUTH STREET | HANOVER | NH | 03755 | N/A | PC | GENERAL SUPPORT | $100 | |
| THE HUMANE SOCIETY OF NEW YORK | ||||||||
| 306 E 59TH STREET | NY | NY | 10022 | 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 | $1,050 | |
| UN FOUNDATION | ||||||||
| 1750 PENNSYLVANIA AVENUE NW SUITE | WASHINGTTON | DC | 20006 | N/A | PC | GENERAL SUPPORT | $1,500 | 300 |
| UNIVERSITY OF MICHIGAN STEPHEN M ROSS SCHOOL OF BUSINESS | ||||||||
| 701 TAPPAN AVE | ANN ARBOR | MI | 48109 | N/A | PC | GENERAL SUPPORT | $200 | |
| 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 | $100 | |
| UVHS | ||||||||
| PO BOX 789 | LEBANON | NH | 03766 | N/A | PC | GENERAL SUPPORT | $200 | |
| VALERIE ALICE COOK FUND | ||||||||
| 3959 BROADWAY | NEW YORK | NY | 10032 | N/A | PC | GENERAL SUPPORT | $500 | |
| VINTAGE PET RESCUE | ||||||||
| 109 DANIELSON PIKE | FOSTER | RI | 02825 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VISITING NURSE AND HOSPICE OF NH AND VT | ||||||||
| PO BOX 881 | BRATTLEBORO | VT | 05302 | N/A | PC | GENERAL SUPPORT | $100 | |
| WATERFIRE | ||||||||
| 4 NORTH MAIN ST | PROVIDENCE | RI | 02903 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| WESTOVER SCHOOL | ||||||||
| 1237 WHITTEMORE ROAD | MIDDLEBURY | CT | 06762 | N/A | PC | GENERAL SUPPORT; FAMILY SCHOLARSHIP | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,497 | 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 | $5 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,891 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,460 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $186,356 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $186,356 | 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 | FIXED INCOME | BondNm |
| EOY Book Value | $837,715 | EOYBookValueAmt |
| EOYFMV | $743,744 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $1,147,251 | $1,394,487 |
| MUTUAL FUNDS | $732,712 | $964,911 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $226 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $226 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARITABLE CONTRIBUTION RECOVERIES | Desc |
| Amt | $2,550 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $41,997 | Amt |
| Net Investment Income | $41,997 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |