BARKER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BARKER FOUNDATION INC (EIN 02-6005885)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-02
- IRS object ID
- 202401239349102125
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T16:45:13-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020330274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E TULLY & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 TRAFALGAR SQUARE SUITE 202 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026005885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARKER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARK | BusinessNameControlTxt |
| Phone | 6038891763 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 328 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS M BARKER | PersonNm |
| Person Title | TREASURER/TRUSTEE | PersonTitleTxt |
| Phone | 6038827070 | PhoneNum |
| Signature | 2024-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | BARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID E TULLY | PreparerPersonNm |
| PTIN | P00000857 | PTIN |
| Phone | 6038868885 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,722,435 | 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 | $333 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $333 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $239,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $239,809 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $240,158 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,158 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $111,397 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $55,698 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $55,699 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,120 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,060 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,060 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $846 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $423 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $423 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,185 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,261 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,434 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,217 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $2,217 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,794 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $896 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $898 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,479 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $78,558 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,033 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,033 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $558,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,479 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,591 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$318,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,334 | CashBOYAmt |
| Cash EOY | $31,970 | CashEOYAmt |
| Cash EOYFMV | $31,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,308 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,526 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,529 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $837,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $718,415 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,660,936 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,800 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,800 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $894,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $779,911 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,722,435 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $894,467 | CapitalStockBOYAmt |
| Capital Stock EOY | $779,911 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $894,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $779,911 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $894,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $779,911 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $894,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$318,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $203,624 | OtherIncreasesAmt |
| Subtotal | $779,911 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $779,911 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | .785 SH KENVUE INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1996-07-03 | AcquiredDt |
| Sold | 2023-08-29 | SoldDt |
| Gross Sales Price | $18 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2 | CostOrOtherBasisAmt |
| Gain Or Loss | $16 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $16 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,280 | 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 | $2,280 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47 | OverpaymentAmt |
| Applied To ES Tax | $47 | 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 | NH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | ME | 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 | DOUGLAS M BARKER THE BARKER FOUND | IndividualWithBooksNm |
| Phone | 6038891763 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 196 MAIN STREET | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 030600328 | 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN B MORAN | ||||||||
| 19 MINISTERIAL RD | BEDFORD | NH | 031105346 | PRESIDENT & TRUSTEE | 0.00 | $0 | $0 | $0 |
| EDWARD P MORAN JR | ||||||||
| 19 MINISTERIAL RD | BEDFORD | NH | 031105346 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ANNE M APRIL | ||||||||
| 4B ADAMS WAY | AMHERST | NH | 03031 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MAUREEN E KEEGAN | ||||||||
| 1 CANAL PLAZA PO BOX 7320 | PORTLAND | ME | 041127320 | CLERK | 0.00 | $0 | $0 | $0 |
| CAROL A LAROUCHE | ||||||||
| 33 CAMP SARGENT RD | MERRIMACK | NH | 030544706 | ASSISTANT TREASURER/SECRETARY | 32.00 | $59,662 | $3,798 | $0 |
| DOUGLAS M BARKER | ||||||||
| 15 OCEAN BLVD | NORTH HAMPTON | NH | 038622325 | TREASURER & TRUSTEE | 32.00 | $51,735 | $26,321 | $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 | $6,257,933 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,318,865 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,318,865 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $94,783 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,224,082 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $311,204 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $311,204 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,233 | TotalTaxAmt |
| Distributable Before Adj | $308,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $308,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $308,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,591 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,591 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $308,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $118,876 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $86,938 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $205,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,591 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $308,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $165,620 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $371,434 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $371,434 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $118,876 | ExcessFromYear2Amt |
| Excess From Year1 | $86,938 | ExcessFromYear1Amt |
| Excess From Current Year | $165,620 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DOUGLAS M BARKER TREASURER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 328 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 030610328 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6038891763 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | (1) ORGANIZATIONS REQUESTING AID ARE ASKED TO SUBMIT A ONE-PAGE CONCEPT PAPER FOR CONSIDERATION. THE CONCEPT PAPER SHOULD INCLUDE A BRIEF BACKGROUND STATEMENT ABOUT THE ORGANIZATION AND ITS PURPOSES, AN OUTLINE OF THE SPECIFIC PROJECT OR PROGRAM TO BE SUPPORTED, THE TOTAL PROJECT COST, A LISTING OF DIRECTORS OR TRUSTEES, AND EVIDENCE OF TAX-EXEMPT STATUS. ORGANIZATIONS SHOULD NOT SUBMIT MORE THAN ONE CONCEPT PAPER PER CALENDAR YEAR AND NO MATERIALS SUBMITTED WILL BE RETURNED. GRANTS ARE NOT MADE TO INDIVIDUALS FOR ANY REASON. (2) THE TRUSTEES ARE NOT IN A POSITION TO DERIVE ANY PRIVATE BENEFIT EITHER DIRECTLY OR INDIRECTLY IF CERTAIN GRANTS ARE MADE IN LIEU OF OTHERS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SUBMISSIONS MUST ALLOW SUFFICIENT LEAD TIME FOR REVIEW BY THE TRUSTEES | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS BY GEOGRAPHICAL AREAS, CHARITABLE FIELDS, KINDS OF INSTITUTIONS, ETC. THE MAJORITY OF REQUESTS ARE FROM NEW HAMPSHIRE ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEAVER BROOK ASSOCIATION | |||||||
| 117 RIDGE ROAD | HOLLIS | NH | 03049 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| HOPE NH | |||||||
| 293 WILSON ST | MANCHESTER | NH | 03103 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| MANCHESTER COMMUNITY MUSIC SCHOOL | |||||||
| 2291 ELM ST | MANCHESTER | NH | 03104 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| MANCHESTER ANIMAL SHELTER | |||||||
| 490 DUNBARTON RD | MANCHESTER | NH | 03102 | NONE | PUBLIC | GENERAL PURPOSE | $4,000 |
| AMATO CENTER BOYS & GIRLS CLUB OF SOUHEGAN VALLEY | |||||||
| PO BOX 916 | MILFORD | NH | 030554778 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 2451 CRYSTAL DRUVE SUTIE 900 | ARLINGTON | VA | 22202 | NONE | PUBLIC | GENERAL PURPOSE | $5,032 |
| AMERICAN RED CROSS NHVT REGION | |||||||
| 2 MAITLAND ST | CONCORD | NH | 033013354 | NONE | PUBLIC | GENERAL PURPOSE | $4,994 |
| BIG BROTHERS BIG SISTERS OF NH | |||||||
| 3 PORTSMOUTH AVE 2 | STRATHAM | NH | 03885 | NONE | PUBLIC | GENERAL PURPOSE | $4,077 |
| FIRST ROBOTICS | |||||||
| 412 BOSTON POST RD | AMHERST | NH | 03031 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 |
| BOYS & GIRLS CLUB OF GREATER NASHUA | |||||||
| ONE POSITIVE PLACE | NASHUA | NH | 030603165 | NONE | PUBLIC | GENERAL PURPOSE | $9,890 |
| CAREGIVERS INC | |||||||
| 700 EAST INDUSTRIAL PARK DR | MANCHESTER | NH | 03109 | NONE | PUBLIC | GENERAL PURPOSE | $4,963 |
| CASA OF NEW HAMPSHIRE | |||||||
| PO BOX 1327 | MANCHESTER | NH | 031051327 | NONE | PUBLIC | GENERAL PURPOSE | $2,014 |
| CENTER FOR WILDLIFE | |||||||
| PO BOX 620 | CAPE NEDDICK | ME | 039020620 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| CHILDREN'S DYSLEXIA CENTER | |||||||
| 200 MAIN ST | NASHUA | NH | 030603165 | NONE | PUBLIC | GENERAL PURPOSE | $20,980 |
| COMMUNITY HOSPICE HOUSE | |||||||
| 7 EXECUTIVE PARK DR | MERRIMACK | NH | 030544058 | NONE | PUBLIC | GENERAL PURPOSE | $53,234 |
| DAVID'S HOUSE | |||||||
| 461 MOUNT SUPPORT RD | LEBANON | NH | 037660660 | NONE | PUBLIC | GENERAL PURPOSE | $3,000 |
| FAMILY PROMISE OF SOUTHERN NEW HAMPSHIRE | |||||||
| PO BOX 450 | NASHUA | NH | 03061 | NONE | PUBLIC | GENERAL PURPOSE | $6,207 |
| FRIENDS OF THE NORTH HAMPTON BANDSTAND | |||||||
| PO BOX 3598 | NORTH HAMPTON | NH | 03862 | NONE | PUBLIC | GENERAL PURPOSE | $1,000 |
| FRONT DOOR AGENCY | |||||||
| 7 CONCORD ST | NASHUA | NH | 030642328 | NONE | PUBLIC | GENERAL PURPOSE | $5,049 |
| FUTURE IN SIGHT | |||||||
| 25 WALKER ST | CONCORD | NH | 03301 | NONE | PUBLIC | GENERAL PURPOSE | $6,055 |
| GATEWAYS COMMUNITY SERVICES | |||||||
| 144 CANAL ST | NASHUA | NH | 03064 | NONE | PUBLIC | GENERAL PURPOSE | $6,006 |
| GIRL SCOUTS OF THE GREEN & WHITE MOUNTAINS | |||||||
| 1 COMMERCE DR | BEDFORD | NH | 031106835 | NONE | PUBLIC | GENERAL PURPOSE | $4,065 |
| GIRLS INC | |||||||
| 815 ELM ST STE 3B | MANCHESTER | NH | 03101 | NONE | PUBLIC | GENERAL PURPOSE | $8,006 |
| GREATER NASHUA MENTAL HEALTH | |||||||
| 100 WEST PEARL ST | NASHUA | NH | 030603343 | NONE | PUBLIC | GENERAL PURPOSE | $4,016 |
| HERO PUPS | |||||||
| 20 PORTSMOUTH AVE | STRATHAM | NH | 03885 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| HOLLIS BROOKLINE HIGH SCHOOL | |||||||
| 24 CAVALIER COURT | HOLLIS | NH | 03049 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| HOME HEALTH & HOSPICE CARE | |||||||
| 7 EXECUTIVE PARK | MERRIMACK | NH | 03054 | NONE | PUBLIC | GENERAL PURPOSE | $10,013 |
| JENNY FUND | |||||||
| 27 BRACKENWOOD DR | NASHUA | NH | 030624529 | NONE | PUBLIC | GENERAL PURPOSE | $6,000 |
| LIVE AND LET LIVE FARM | |||||||
| 20 PARADISE LANE | CHICHESTER | NH | 03258 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| MARGUERITE'S PLACE | |||||||
| 87 PALM ST | NASHUA | NH | 030603828 | NONE | PUBLIC | GENERAL PURPOSE | $9,069 |
| MASS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL PURPOSES | $5,046 |
| MEALS ON WHEELS OF HILLSBOROUGH COUNTY | |||||||
| 395 DW HIGHWAY PO BOX 910 | MERRIMACK | NH | 03054 | NONE | PUBLIC | GENERAL PURPOSES | $20,062 |
| MOTLEY MUTTS RESCUE | |||||||
| 114 LONDONDERRY TURNPIKE 4 | HOOKSETT | NH | 03106 | NONE | PUBLIC | GENERAL PURPOSES | $3,000 |
| NASHUA CHILDREN'S HOME | |||||||
| 125 AMHERST ST | NASHUA | NH | 03060 | NONE | PUBLIC | GENERAL PURPOSE | $2,500 |
| NASHUA SOUP KITCHEN AND SHELTER INC | |||||||
| 2 QUINCY ST | NASHUA | NH | 030613116 | NONE | PUBLIC | GENERAL PURPOSE | $19,968 |
| NEW HAMPSHIRE AQUAMARINESBOYS & GIRLS CLUB OF GREATER NASHUA | |||||||
| 1 POSITIVE PLACE | NASHUA | NH | 030603165 | NONE | PUBLIC | GENERAL PURPOSES | $3,000 |
| NEW HAMPSHIRE FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DR | MANCHESTER | NH | 03109 | NONE | PUBLIC | GENERAL PURPOSE | $10,112 |
| RIVIER UNIVERSITY | |||||||
| 420 SOUTH MAIN ST | NASHUA | NH | 030605086 | NONE | PUBLIC | GENERAL PURPOSE | $7,161 |
| SALVATION ARMY | |||||||
| ONE MONTGOMERY AVE | NASHUA | NH | 030605088 | NONE | PUBLIC | GENERAL PURPOSE | $10,041 |
| SHRINERS HOSPITAL | |||||||
| 51 BLOSSOM ST | BOSTON | MA | 021142699 | NONE | PUBLIC | GENERAL PURPOSE | $9,232 |
| SHRINERS HOSPITAL | |||||||
| 516 CAREW ST | SPRINGFIELD | MA | 011042396 | NONE | PUBLIC | GENERAL PURPOSE | $9,232 |
| SPECIAL OLYMPICS NH | |||||||
| PO BOX 3598 | CONCORD | NH | 033023598 | NONE | PUBLIC | GENERAL PURPOSE | $6,055 |
| STEPPING STONES | |||||||
| 3 PINE ST EXTENSION | NASHUA | NH | 03060 | NONE | PUBLIC | GENERAL PURPOSES | $6,117 |
| UNH FOUNDATION INC | |||||||
| 9 EDGEWOOD RD | DURHAM | NH | 03824 | NONE | PUBLIC | GENERAL PURPOSE | $8,066 |
| WILDLIFE HERITAGE FOUNDATION | |||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 033015486 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| YMCA OF GREATER NASHUA | |||||||
| 10 COTTON RD SUITE 1 | NASHUA | NH | 03063 | NONE | PUBLIC | GENERAL PURPOSE | $10,021 |
| WAYPOINT | |||||||
| 464 CHESTNUT ST | MANCHESTER | NH | 031050448 | NONE | PUBLIC | GENERAL PURPOSE | $25,686 |
| NASHUA ADULT LEARNING CENTER | |||||||
| 4 LAKE ST | NASHUA | NH | 03060 | NONE | PUBLIC | GENERAL PURPOSE | $7,561 |
| NASHUA COMMUNITY MUSIC SCHOOL | |||||||
| LOWELL ST | NASHUA | NH | 03060 | NONE | PUBLIC | GENERAL PURPOSE | $10,000 |
| NASHUA POLICE ATHLETIC LEAGUE | |||||||
| 52 ASH ST | NASHUA | NH | 03060 | NONE | PUBLIC | GENERAL PURPOSE | $5,003 |
| NEADS | |||||||
| PO BOX 1000 | PRINCETON | MA | 01541 | NONE | PUBLIC | GENERAL PURPOSE | $2,000 |
| REGIONAL SERVICES AND EDUCATION CENTER | |||||||
| PO BOX 370 | AMHERST | NH | 03031 | NONE | PUBLIC | GENERAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,033 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $333 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $239,809 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $240,158 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $240,158 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | THE SOLE INCOME GENERATED BY THIS PRIVATE FOUNDATION IS INVESTMENT |
| 3 | INCOME WHICH IS DISBURSED IN ACCORDANCE WITH ITS GOVERNING INSTRUMENT. |
| 4 | THE SOLE INCOME GENERATED BY THIS PRIVATE FOUNDATION IS INVESTMENT |
| 4 | INCOME WHICH IS DISBURSED IN ACCORDANCE WITH ITS GOVERNING INSTRUMENT. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC CAPITAL MARKETS CORPORATION | StockNm |
| EOY Book Value | $718,415 | EOYBookValueAmt |
| EOYFMV | $5,660,936 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $846 | LegalFeesAmt |
| Net Investment Income | $423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $423 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $898 | $449 | $449 |
| SAFE DEPOSIT BOX | $53 | $26 | $27 |
| OFFICE | $296 | $148 | $148 |
| PO BOX RENTAL | $230 | $115 | $115 |
| DUES AND SUBSCRIPTIONS | $299 | $149 | $150 |
| INVESTMENT EXPENSE | $18 | $9 | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN VALUE DONATED PROPERTY | Desc |
| Amt | $203,624 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $2,243 | $0 | $0 |
| PAYROLL TAXES | $8,522 | $4,261 | $4,261 |
| FOREIGN TAXES | $924 | $924 | $0 |
Comments