HTMF FOUNDATION TR UA: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HTMF FOUNDATION TR UA (EIN 06-6438629)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202641319349102394
- Schema version
- 2025v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:44:26-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043191789 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MP PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE MONARCH PL STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01144 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 066438629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HTMF FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HTMF | BusinessNameControlTxt |
| Phone | 3864457485 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1Txt |
| City | PALM COAST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32137 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD FRAHM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8606799205 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,604,800 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $26,291 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,386 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,552 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,552 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,776 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $133,673 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,776 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $110,005 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,714 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,833 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $580 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $192 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,425 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,425 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,675 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,667 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $27,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,748 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,748 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $679,414 | CorporateStockBOYAmt |
| Corporate Stock EOY | $598,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,213,311 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $313,103 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $356,605 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $342,741 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $421 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,020,224 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,003,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,604,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,020,224 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,003,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,020,224 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,003,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,020,224 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,003,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,020,224 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,667 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66 | OtherIncreasesAmt |
| Subtotal | $1,026,957 | SubtotalAmt |
| Other Decreases | $23,514 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,003,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA #7923 L/T GAINS | P | 2024-04-11 | 2025-09-03 | $122,239 | $81,897 | $40,342 | $40,342 |
| CAPITAL GAINS DIVIDENDS | P | $11,434 | $11,434 | $11,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,776 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $1,027 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | DONALD FRAHM | IndividualWithBooksNm |
| Phone | 3864457485 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 AVENUE DE LA MER - UNIT 1006 | AddressLine1Txt |
| City | PALM COAST | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32137 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DONALD FRAHM | ||||||||
| 7 AVENUE DE LA MER- UNIT 1006 | PALM COAST | FL | 06001 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| HEATHER E FRAHM CRONIN | ||||||||
| 96 PEMBROKE STREET 1 | BOSTON | MA | 02118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| TIMOTHY J FRAHM | ||||||||
| 15 LINCOLN ST | WINCHESTER | MA | 01890 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARK R FRAHM | ||||||||
| 740 A AVENUE | CORONADA BEACH | CA | 92118 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,531,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,956 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,569,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,569,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,546,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,301 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,301 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,007 | TotalTaxAmt |
| Distributable Before Adj | $76,294 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,294 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,294 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,675 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,675 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,294 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $82,632 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $62,310 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,874 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,245 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $221,678 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,675 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,294 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $237,059 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $82,632 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $62,310 | ExcessFromYear4Amt |
| Excess From Year3 | $46,874 | ExcessFromYear3Amt |
| Excess From Year2 | $8,617 | ExcessFromYear2Amt |
| Excess From Year1 | $21,245 | ExcessFromYear1Amt |
| Excess From Current Year | $15,381 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONALD FRAHM | ContributingManagerNm |
| Shareholder Manager | DONALD FRAHM | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BLACK RIVER INNOVATION CAMPUS | |||||||
| 60 PARK ST | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $7,500 |
| CHRIST CHURCH DAY SCHOOL | |||||||
| 524 PARK AVE | NEW YORK | NY | 10065 | N/A | PC | GENERAL FUND | $11,725 |
| DANA FARBER CANCER INSTITUTE | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL FUND | $500 |
| FIRST CONGREGATIONAL CHURCH UCC | |||||||
| 945 G ST NW | WASHINGTON | DC | 20001 | N/A | PC | GENERAL FUND | $10,000 |
| HORIZONS AT WESTMINSTER | |||||||
| 995 HOPMEADOW ST | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $1,000 |
| INTERNATIONAL OCD FOUNDATION | |||||||
| PO BOX 961029 | BOSTON | MA | 02196 | N/A | PC | GENERAL FUND | $500 |
| MISCELLANEOUS CHARITIES 250 OR LESS | |||||||
| 7 AVENUE DE LA MER | PALM COAST | FL | 32137 | N/A | PC | GENERAL FUND | $5,100 |
| PAN-MASS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | N/A | PC | GENERAL FUND | $1,000 |
| SAFE HARBOR CORONADO | |||||||
| 1009 C AVENUE | CORONADO | CA | 92118 | N/A | PC | GENERAL FUND | $20,000 |
| SPRINGFIELD HOSPITAL | |||||||
| 25 RIDGEWOOD DR | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $1,000 |
| SPRINGFIELD HUMANE SOCIETY | |||||||
| 401 SKITCHEWAUG TRL | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $1,000 |
| SPRINGFIELD ON THE MOVE | |||||||
| 96-A N MAIN ST | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $1,300 |
| SPRINGFIELD SUPPORTED HOUSING | |||||||
| 56 MAIN ST | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $1,000 |
| THE SALVATION ARMY | |||||||
| 1235 FARMINGTON AVE | BRISTOL | CT | 06010 | N/A | PC | GENERAL FUND | $400 |
| WESTMINSTER FUND | |||||||
| 995 HOPEMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $5,000 |
| WESTMINSTER SCHOOL | |||||||
| 995 HOPMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $10,000 |
| AMERICAN PARKINSON DISEASE ASSOCIATION | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | N/A | PC | GENERAL FUND | $400 |
| EISENHOWER FOUNDATION | |||||||
| 200 SE FOURTH STREET | ABILENE | KS | 67410 | N/A | PC | GENERAL FUND | $250 |
| SANDY HOOK PROMISE FOUNDATION | |||||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | N/A | PC | GENERAL FUND | $1,000 |
| SPRINGFIELD FAMILY CENTER INC | |||||||
| 130 SPRINGFIELD PLAZA ROAD | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $1,000 |
| SPRINGFIELD GARDEN CLUB | |||||||
| 152 FAIRGROUND ROAD | SPRINGFIELD | VT | 05156 | N/A | PC | GENERAL FUND | $500 |
| WESTMINSTER FOUNDATION | |||||||
| 995 HOPEMEADOW STREET | SIMSBURY | CT | 06070 | N/A | PC | GENERAL FUND | $10,000 |
| DISABLED AMERICAN VETERANS NATIONAL | |||||||
| PO BOX 14301 | CINCINNATI | OH | 452020301 | N/A | PC | GENERAL FUND | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,425 | 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 | $3,386 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,714 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,714 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| DONALD FRAHM | |||||||
| 1 | 7 AVENUE DE LA MER - UNIT 1006 | PALM COAST | FL | 32137 | $2,500 | Yes (X) | |
| DONALD FRAHM | |||||||
| 2 | 7 AVENUE DE LA MER - UNIT 1006 | PALM COAST | FL | 32137 | $23,791 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 80 SHARES OF BROADCOM INC COST BASIS $277 | $23,791 | 2025-09-02 |
| 2 | 80 SHARES OF BROADCOM INC | $23,791 | 2025-09-02 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $356,605 | EOYBookValueAmt |
| EOYFMV | $342,741 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $598,090 | EOYBookValueAmt |
| EOYFMV | $1,213,311 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS OF EQUITIES | Desc |
| BOY Book Value | $421 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATION AT FMV SHARES RECORDED AT COST BASIS | Desc |
| Amt | $23,514 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTION | Desc |
| Amt | $66 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $9,833 | Amt |
| Net Investment Income | $9,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $192 | $192 | $0 |
| FEDERAL TAX | $388 | $0 | $0 |