AGNES M LINDSAY TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- AGNES M LINDSAY TRUST (EIN 02-6004971)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202401359349103695
- 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 Bonds Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:24:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 CONSTITUTION DRIVE SUITE 100 | AddressLine1Txt |
| City | BEDFORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03110 | 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 | 026004971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AGNES M LINDSAY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AGNE | BusinessNameControlTxt |
| Phone | 9784557818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERNEST E DION | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9784557818 | PhoneNum |
| Signature | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ERNEST | PersonFirstNm |
| Person Last | DION | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | DOREEN L MCNEILL | PreparerPersonNm |
| PTIN | P00629648 | PTIN |
| Phone | 6036273838 | PhoneNum |
| Preparation | 2024-05-09 | 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 | $32,185,880 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,708 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,708 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $231,191 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $231,191 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,049 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,879 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $287,949 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $288,779 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $98,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,462 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,462 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,446 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,149 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,297 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,753 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,753 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,671 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $9,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,363 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,235 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,986 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $400,695 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,637 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $669,329 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $669,329 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,070,024 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,637 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $970,574 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$782,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $192,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $666,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $168,949 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $168,949 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $6,089 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,089 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $910,926 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $923,503 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $923,503 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,597,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,087,339 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,087,339 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,566 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,566 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $27,174,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,185,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,185,880 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,127 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $432 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,127 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $432 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $31,968,878 | CapitalStockBOYAmt |
| Capital Stock EOY | $31,968,878 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$4,799,329 | RetainedEarningBOYAmt |
| Retained Earning EOY | $216,570 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,169,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,185,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,174,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,185,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,169,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$782,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,797,974 | OtherIncreasesAmt |
| Subtotal | $32,185,448 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,185,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MULTI-STRATEGY EQUITY FUND, LLC | P | 2016-01-01 | 2023-12-31 | $178,140 | $178,140 |
| WEST STREET ENERGY PARTNERS | P | 2013-04-04 | 2023-12-31 | $27,527 | $27,527 |
| NEW MOUNTAIN PARTNERS IV | P | 2014-12-16 | 2023-12-31 | $22,948 | $22,948 |
| GOLDMAN SACHS LT COVERED | P | 2019-12-11 | 2023-12-31 | $2,576 | $2,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $231,191 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,920 | 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 | $7,920 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,249 | OverpaymentAmt |
| Applied To ES Tax | $2,680 | AppliedToESTaxAmt |
| Refund | $2,569 | 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 |
| 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 | LINDSAYTRUST.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN LAMPERT | IndividualWithBooksNm |
| Phone | 9784557818 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ERNEST E DION | ||||||||
| 28 CENTRAL STREET APT D | HUDSON | NH | 03051 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
| ALAN G LAMPERT | ||||||||
| TEN NORTH ROAD | CHELMSFORD | MA | 01824 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
| MICHAEL S DELUCIA | ||||||||
| 355 RIVER ROAD | MANCHESTER | NH | 03104 | TRUSTEE | 25.00 | $50,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMY B LAMPERT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR DIRECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $98,000 | CompensationAmt |
| Employee Benefits | $29,427 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONFUNDS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 OLD DANBURY ROAD | AddressLine1Txt |
| City | WILTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06897 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | BROKER | ServiceTypeTxt |
| Compensation | $50,325 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $29,461,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,737,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,737,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $446,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,291,396 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,464,570 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,464,570 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,671 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,671 | TotalTaxAmt |
| Distributable Before Adj | $1,461,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,461,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,461,899 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $970,574 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $970,574 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,461,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $932,756 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $970,574 | QualifyingDistributionsAmt |
| Applied To Year1 | $932,756 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,818 | 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 | $1,424,081 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN LAMPERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH ROAD SUITE 2 | AddressLine1Txt |
| City | CHELMSFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9784557818 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING, RESUME OF ORGANIZATION AND PROGRAM, USE OF FUNDS, TWO YEARS OF AUDITED FINANCIAL STATEMENTS AND IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO MA, ME, NH, AND VT. MUST BE 501 (C) (3) BUT NOT A PRIVATE FOUNDATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (226 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AARON'S PRESENTS INC | ||||||
| 180 MAINE STREET | ANDOVER | MA | 01810 | CAMPERSHIP | $2,500 | |
| ADAPTIVE SPORTS AT MOUNT SNOW | ||||||
| PO BOX 1092 | WEST DOVER | VT | 05356 | CAMPERSHIP | $2,000 | |
| ADDISON COUNTY COMMUNITY ACTION GROUP - HOPE | ||||||
| 282 BOARDMAN STREET SUITE 1A | MIDDLEBURY | VT | 05753 | FOOD PANTRY/FOOD BANK | $3,000 | |
| AFRICAN CULTURAL SERVICES | ||||||
| PO BOX 540325 | WALTHAM | MA | 02451 | CAMPERSHIP | $2,500 | |
| APPRENTICE LEARNING | ||||||
| PO BOX 3000-68 | JAMICA PLAIN | MA | 02130 | HEALTH & WELFARE | $3,000 | |
| BANGOR REGION YMCA | ||||||
| 17 SECOND STREET | BANGOR | ME | 04401 | CAMPERSHIP | $2,500 | |
| BELFAST AREA CHILD CARE SERVICES INC | ||||||
| 1025 WATERVILLE ROAD | WALDO | ME | 04915 | HEALTH & WELFARE | $3,000 | |
| BENNINGTON COUNTY COALITION FOR THE HOMELESS | ||||||
| PO BOX 4736 | BENNINGTON | VT | 05201 | HOMELESS SHELTER | $5,000 | |
| BERKSHIRE CIVIC BALLET | ||||||
| 116 FENN STREET | PITTSFIELD | MA | 01201 | CAMPERSHIP | $2,500 | |
| BERKSHIRE SOUTHERN REGIONAL COMM CTR | ||||||
| 15 CRISSEY ROAD | GREAT BARRINGTON | MA | 01230 | CAMPERSHIP | $2,500 | |
| BERKSHIRES BOUNTY DBA BERKSHIRE BOUNTY | ||||||
| PO BOX 1037 | GREAT BARRINGTON | MA | 01230 | FOOD PANTRY/FOOD BANK | $3,000 | |
| BETHEL INSTITUTE FOR COMMUNITY DEVELOPMENT | ||||||
| 40 WALK HILL STREET | JAMAICA PLAIN | MA | 02130 | CAMPERSHIP | $2,500 | |
| BEYOND THE CRISIS | ||||||
| 841 WORCESTER STREET SUITE 107 | NATICK | MA | 01760 | FOOD PANTRY/FOOD BANK | $3,000 | |
| BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE | ||||||
| PO BOX 123 | WESTBROOK | ME | 04098 | HEALTH & WELFARE | $5,000 | |
| BIG SISTER ASSOCIATION OF BOSTON | ||||||
| 20 PARK PLAZA SUITE 1420 | BOSTON | MA | 02116 | HEALTH & WELFARE | $2,500 | |
| BLACKSTONE VALLEY BOYS & GIRLS CLUB | ||||||
| 115 CANAL ST PO BOX 283 | BLACKSTONE | MA | 01504 | CAMPERSHIP | $2,500 | |
| BONNYVALE ENVIRONMENTAL EDUCATION CTR | ||||||
| PO BOX 2318 | WEST BRATTLEBORO | VT | 05303 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF BRATTLEBORO | ||||||
| 17 FLAT STREET | BRATTLEBORO | VT | 05301 | HEALTH & WELFARE | $2,500 | |
| BOYS & GIRLS CLUB OF BURLINGTON VT | ||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF CHICOPEE INC | ||||||
| 580 MEADOW STREET | CHICOPEE | MA | 01013 | CAMPERSHIP | $3,000 | |
| BOYS & GIRLS CLUB OF GREATER BILLERICA INC | ||||||
| 19 CAMPBELL STREET | BILLERICA | MA | 01821 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF GREATER HAVERHILL | ||||||
| 55 EMERSON STREET | HAVERHILL | MA | 01830 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF GREATER SALEM NH | ||||||
| 3 GEREMONTY DRIVE | SALEM | NH | 03079 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF LAWRENCE INC | ||||||
| 136 WATER STREET | LAWRENCE | MA | 01841 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF LYNN | ||||||
| 25 NORTH COMMON STREET | LYNN | MA | 01902 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF METRO SOUTH | ||||||
| 19 COURT STREET | TAUNTON | MA | 02780 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF METRO WEST | ||||||
| 169 PLEASANT ST | MARLBOROUGH | MA | 01752 | CAMPERSHIP | $2,500 | |
| BOYS & GIRLS CLUB OF SOUTHERN MAINE | ||||||
| 227 CUMBERLAND AVENUE | PORTLAND | ME | 04112 | CAMPERSHIP | $2,500 | |
| BRATTLEBORO AREA HOSPICE | ||||||
| 191 CANAL STREET | BRATTLEBORO | VT | 05301 | HEALTH & WELFARE | $5,000 | |
| BUILDING AUDACITY | ||||||
| 75 ALLEN AVENUE | LYNN | MA | 01902 | HEALTH & WELFARE | $3,000 | |
| CAMBRIDGE CAMPING ASSOCIATION & DAYBREAK DAY CAMP | ||||||
| 99 BISHOP ALLEN DRIVE | CAMBRIDGE | MA | 02139 | CAMPERSHIP | $2,500 | |
| CAMP ANGELS INC | ||||||
| PO BOX 89 | WATERFORD | ME | 04088 | CAMPERSHIP | $2,500 | |
| CAMP EXCLAMATION POINT INC | ||||||
| PO BOX 91 | RICHMOND | VT | 05477 | CAMPERSHIP | $2,000 | |
| CAMP HOWE INC | ||||||
| 1 FOREST ROAD PO BOX 326 | GOSHEN | MA | 01032 | CAMPERSHIP | $2,500 | |
| CAMP PUTNAM | ||||||
| 141 RUTHERFORD AVENUE | NEW BRAINTREE | MA | 01531 | CAMPERSHIP | $2,500 | |
| CAMP WORDS UNSPOKEN | ||||||
| POBOX 143 | WESTFIELD | MA | 01086 | CAMPERSHIP | $2,500 | |
| CAPE COD MARITIME MUSEUM | ||||||
| 135 SOUTH STREET | HYANNIS | MA | 02601 | CAMPERSHIP | $2,500 | |
| CENTER FOR GRIEVING CHILDREN | ||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | HEALTH & WELFARE | $5,000 | |
| CENTER FOR NEW AMERICANS | ||||||
| 42 GOTHIC STREET | NORTHAMPTON | MA | 01060 | HEALTH & WELFARE | $3,000 | |
| CENTRAL LINCOLN COUNTY YMCA | ||||||
| PO BOX 787 | DAMARISCOTTA | ME | 04543 | CAMPERSHIP | $2,500 | |
| CENTRAL VERMONT ADULT BASIC EDUCATION INC | ||||||
| 46 WASHINGTON STREET SUITE 100 | BARRE | VT | 05641 | HEALTH & WELFARE | $5,000 | |
| CHILDREN'S DISCOVERY MUSEUM | ||||||
| 7 EUSTIS PARKWAY | WATERVILLE | ME | 04901 | CAMPERSHIP | $2,500 | |
| CHRISTINA'S HOUSE | ||||||
| 38 MADISON AVENUE | SPRINGFIELD | MA | 01105 | HOMELESS SHELTER | $5,000 | |
| COMMON GROUND CENTER | ||||||
| 473 TATRO ROAD | STARKSBORO | VT | 05487 | CAMPERSHIP | $2,500 | |
| COMMUNITY CLINICAL SERVICES INC | ||||||
| 57 BIRCH STREET SUITE 203 | LEWISTON | ME | 04240 | DENTAL | $5,000 | |
| COMMUNITY DENTAL | ||||||
| 190 PARK AVENUE | PORTLAND | ME | 04102 | DENTAL | $5,000 | |
| COMMUNITY HARVEST PROJECT | ||||||
| 37 WHEELER ROAD | NORTH GRAFTON | MA | 01536 | FOOD PANTRY/FOOD BANK | $4,000 | |
| COMMUNITY KITCHEN OF KEENE NH | ||||||
| PO BOX 1315 | KEENE | NH | 03431 | FOOD PANTRY/FOOD BANK | $3,000 | |
| COVER HOME REPAIR | ||||||
| 158 SOUTH MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | HEALTH & WELFARE | $1,500 | |
| DALTON COMMUNITY RECREATION ASSOCIATION | ||||||
| 400 MAIN STREET | DALTON | MA | 01226 | CAMPERSHIP | $2,500 | |
| EL BUEN SAMARITANO | ||||||
| 39 PIEDMONT STREET | WORCESTER | MA | 10610 | FOOD PANTRY/FOOD BANK | $5,000 | |
| ELDERLY SERVICES INC | ||||||
| PO BOX 581 | MIDDLEBURY | VT | 05753 | HEALTH & WELFARE | $3,000 | |
| ELEMENTS LEARNING COLLABORATIVE | ||||||
| 20 GARRISON STREET | FAIRHAVEN | MA | 02719 | CAMPERSHIP | $1,500 | |
| END HUNGER NEW ENGLAND | ||||||
| 93 WHIFFLETREE LANE | MARSHFIELD | MA | 02050 | FOOD PANTRY/FOOD BANK | $5,000 | |
| EV KIDS INC | ||||||
| 218 ADAMS STREET 220502 | DORCHESTER | MA | 02122 | CAMPERSHIP | $2,500 | |
| FAIRFIELD COMMUNITY CENTER | ||||||
| 124 SCHOOL STREET PO BOX 16 | EAST FAIRFIELD | VT | 05448 | CAMPERSHIP | $2,500 | |
| FALL RIVER DEACONESS HOME | ||||||
| PO BOX 2118 | FALL RIVER | MA | 02722 | HEALTH & WELFARE | $2,500 | |
| FAMILY & COMMUNITY RESOURCES INC | ||||||
| 18 NEWTON STREET | BROCKTON | MA | 02301 | HEALTH & WELFARE | $2,500 | |
| FAMILY PROMISE OF GREATER CONCORD NH | ||||||
| 79 CLINTON STREET | CONCORD | NH | 03301 | HOMELESS SHELTER | $3,000 | |
| FAMILY PROMISE OF METROWEST | ||||||
| 6 MULLIGAN STREET | NATICK | MA | 01760 | HOMELESS SHELTER | $2,500 | |
| FAMILY PROMISE OF SOUTHERN NH | ||||||
| PO BOX 450 | NASHUA | NH | 03061 | HOMELESS SHELTER | $3,000 | |
| FIDELITY HOUSE | ||||||
| 25 MEDFORD STREET | ARLINGTON | MA | 02474 | CAMPERSHIP | $1,000 | |
| FOOD FOR THE WORLD - MINISTERIO LOS MILAGROS DE JESUS INC | ||||||
| 516 ESSEX STREET | LAWRENCE | MA | 01840 | FOOD PANTRY/FOOD BANK | $5,000 | |
| FRANNIE PEABODY CENTER | ||||||
| 30 DANFORTH STREET SUITE 309 | PORTLAND | ME | 04101 | DENTAL | $3,000 | |
| FRIENDSHIP WORKS | ||||||
| 105 CHAUNCY STREET 8TH FLOOR | BOSTON | MA | 02111 | HEALTH & WELFARE | $5,000 | |
| FURNITURE FRIENDS | ||||||
| PO BOX 631 | WESTBROOK | ME | 04098 | HEALTH & WELFARE | $3,500 | |
| GARDEN PATH ELDER LIVING - BRADLEY HOUSE | ||||||
| 294 PLEASANT STREET | BRATTLEBORO | VT | 05301 | HEALTH & WELFARE | $3,100 | |
| GARDNER COMMUNITY ACTION COMMITTEE INC | ||||||
| 65 HARRIS AVENUE | GARDNER | MA | 01440 | FOOD PANTRY/FOOD BANK | $5,000 | |
| GIRLS AT WORK INC | ||||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | CAMPERSHIP | $2,500 | |
| GIRLS INC OF THE VALLEY INC | ||||||
| PO BOX 6812 | HOLYOKE | MA | 01041 | HEALTH & WELFARE | $3,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||
| PO BOX 5054 | WEST LEBANON | NH | 03784 | HEALTH & WELFARE | $1,144 | |
| GOOD HOPE INC | ||||||
| 47 GROVE STREET | LYNNFIELD | MA | 01940 | FOOD PANTRY/FOOD BANK | $5,000 | |
| GOVERNOR'S INSTITUTE OF VERMONT | ||||||
| 20 W CENTRAL STREET SUITE C5 | WINOOSKI | VT | 05404 | CAMPERSHIP | $2,500 | |
| GREATER WESTFIELD EMERGENCY FOOD PANTRY INC | ||||||
| 101 MEADOW STREET | WESTFIELD | MA | 01085 | FOOD PANTRY/FOOD BANK | $5,000 | |
| GREEN MOUNTAIN CAMP FOR GIRLS | ||||||
| 565 GREEN MOUNTAIN ROAD | DUMMERSTON | VT | 05301 | CAMPERSHIP | $2,500 | |
| HARMONY HOUSE INC | ||||||
| PO BOX 706 66 VIEW STREET | CHICOPEE | MA | 01013 | HEALTH & WELFARE | $5,000 | |
| HEALTHY ACADIA | ||||||
| PO BOX 1710 | ELLSWORTH | ME | 04605 | HEALTH & WELFARE | $1,225 | |
| HEALTHY HOMEWORKS | ||||||
| PO BOX 383 550 LISBON STREET | LEWISTON | ME | 04240 | HEALTH & WELFARE | $5,000 | |
| HOSPITALITY HOMES INC | ||||||
| PO BOX 15265 | BOSTON | MA | 02215 | HEALTH & WELFARE | $3,000 | |
| HOUSING FAMILIES | ||||||
| 919 EASTERN AVENUE | MALDEN | MA | 02148 | CAMPERSHIP | $2,500 | |
| HOUSING RESOURCES FOR YOUTH | ||||||
| PO BOX 135 | TOPSHAM | ME | 04086 | HEALTH & WELFARE | $3,000 | |
| HUNGER FREE VERMONT | ||||||
| 38 EASTWOOD DRIVE SUITE 100 | SOUTH BURLINGTON | VT | 05403 | HEALTH & WELFARE | $2,000 | |
| IN-SIGHT PHOTOGRAPHY PROJECT INC | ||||||
| 183 MAIN STREET SUITE 3 | BRATTLEBORO | VT | 05301 | CAMPERSHIP | $2,000 | |
| ISLANDS COMMUNITY MEDICAL SERVICES | ||||||
| 15 MEDICAL CENTER LOOP | VINALHAVEN | ME | 04863 | DENTAL | $5,000 | |
| IT TAKES A VILLAGE | ||||||
| 2 EAST MAIN STREET PO BOX 304 | HUNTINGTON | MA | 01050 | HEALTH & WELFARE | $4,000 | |
| JAMES L MCKEOWN BOYS & GIRLS CLUB OF WOBURN | ||||||
| CHARLES GARDNER LANE | WOBURN | MA | 01801 | CAMPERSHIP | $2,500 | |
| JEWISH BIG BROTHERS BIG SISTERS OF GREATER BOSTON | ||||||
| 1430 MAIN STREET | WALTHAM | MA | 02154 | HEALTH & WELFARE | $5,000 | |
| JULIE'S FAMILY LEARNING PROGRAM | ||||||
| 133 DORCHESTER STREET | SOUTH BOSTON | MA | 02127 | HEALTH & WELFARE | $3,000 | |
| KENNEBEC VALLEY YMCA | ||||||
| 31 UNION STREET | AUGUSTA | ME | 04330 | CAMPERSHIP | $2,500 | |
| KING STREET CENTER | ||||||
| PO BOX 1615 | BURLINGTON | VT | 05402 | CAMPERSHIP | $2,500 | |
| LAKE CHAMPLAIN COMMUNITY SAILING CENTER | ||||||
| PO BOX 46818 | BURLINGTON | VT | 05406 | CAMPERSHIP | $2,500 | |
| LAKES REGION COMMUNITY DEVELOPERS | ||||||
| 19 COURT STREET | LACONIA | NH | 03244 | DENTAL | $3,000 | |
| LEAP SELF DEFENSE DBA GIRLS' LEAP | ||||||
| PO BOX 220663 | DORCHESTER | MA | 02122 | HEALTH & WELFARE | $2,900 | |
| LIGHT OF LIFE MINISTRIES | ||||||
| 27 PEARL STREET | MANCHESTER | NH | 03104 | HOMELESS SHELTER | $3,000 | |
| LITERACY VOLUNTEERS OF BANGOR | ||||||
| 354 HOGAN ROAD | BANGOR | ME | 04401 | HEALTH & WELFARE | $3,000 | |
| LITERACY VOLUNTEERS OF MONTACHUSETT AREA | ||||||
| PO BOX 7197 718 MAIN STREET | FITCHBURG | MA | 01420 | HEALTH & WELFARE | $3,000 | |
| LLOYD CENTER FOR THE ENVIRONMENT INC | ||||||
| 430 POTOMSKA ROAD | DARTMOUTH | MA | 02748 | CAMPERSHIP | $2,500 | |
| LOWELL YOUTH LEADERSHIP PROGRAM | ||||||
| 2 BELMONT STREET | LOWELL | MA | 01851 | CAMPERSHIP | $2,500 | |
| LUDLOW COMM CTRRANDALL BOYS GIRLS CLUB | ||||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 01056 | CAMPERSHIP | $2,500 | |
| LYDIA'S HOUSE OF HOPE | ||||||
| 21 GRAND STREET | SOMERSWORTH | NH | 03878 | HOMELESS SHELTER | $3,000 | |
| MAKING COMMUNITY HAPPEN (MCH) | ||||||
| 46 SUMMER ST | ROCKLAND | ME | 04841 | FOOD PANTRY/FOOD BANK | $2,000 | |
| MANCHESTER COMMUNITY MUSIC SCHOOL | ||||||
| 2291 ELM STREET | MANCHESTER | NH | 03104 | CAMPERSHIP | $1,500 | |
| MANNA SOUP KITCHEN INC | ||||||
| 48 ELM STREET | NORTHAMPTON | MA | 01060 | FOOD PANTRY/FOOD BANK | $6,700 | |
| MARIA DROSTE COUNSELING SERVICES | ||||||
| 1354 HANCOCK STREET | QUINCY | MA | 02169 | HEALTH & WELFARE | $3,000 | |
| MARTHA'S VINEYARD CEREBRAL PALSY CAMP - CAMP JABBERWOCKY | ||||||
| PO BOX 1357 | VINEYARD HAVEN | MA | 02568 | CAMPERSHIP | $2,500 | |
| MASS ADOPTION RESOURCE EXCHANGE | ||||||
| 19 NEEDHAM STREET SUITE 206 | NEWTON | MA | 02461 | HEALTH & WELFARE | $2,500 | |
| MERCY MEALS & MORE | ||||||
| 643 PURCHASE STREET | NEW BRADFORD | MA | 02744 | FOOD PANTRY/FOOD BANK | $3,000 | |
| MERIDEN COMMUNITY CAMP | ||||||
| C/O MERIDEN CONGREGATIONAL CHURCH | MERIDEN | NH | 03770 | CAMPERSHIP | $2,000 | PO BOX 187 |
| MERRIMACK VALLEY HOUSING PARTNERSHIP | ||||||
| PO BOX 1042 | LOWELL | MA | 01853 | HEALTH & WELFARE | $3,000 | |
| MERRIMACK VALLEY IMMIGRANT & EDUCATION CENTER | ||||||
| 439 SOUTH UNION STREET | LAWRENCE | MA | 01843 | HEALTH & WELFARE | $1,500 | |
| MICHAEL J DIAS FOUNDATION | ||||||
| 398 EAST STREET | LUDLOW | MA | 01056 | HOMELESS SHELTER | $3,000 | |
| MID-COAST RECOVERY COALITION | ||||||
| PO BOX 1002 | CAMDEN | ME | 04843 | HEALTH & WELFARE | $5,000 | |
| MIDDLEBURY TRANSITIONAL CARE COALITION DBA CHARTER HOUSE COALITION | ||||||
| 27 NORTH PLEASANT STREET | MIDDLEBURY | VT | 05753 | HOMELESS SHELTER | $3,000 | |
| MISSION OF DEEDS INC | ||||||
| 6 CHAPIN AVENUE | READING | MA | 01867 | HOMELESS SHELTER | $5,000 | |
| MONADNOCK AREA TRANSITIONAL SHELTER | ||||||
| PO BOX 3053 | PETERBOROUGH | NH | 03458 | CAMPERSHIP | $2,500 | |
| MONADNOCK ARTS IN EDUCATION DBA NH DANCE INSTITUTE | ||||||
| 25 ROXBURY STREET SUITE 110 | KEENE | NH | 03431 | CAMPERSHIP | $2,500 | |
| MY BROTHER'S KEEPER INC | ||||||
| 534 WASHINGTON STREET | EASTON | MA | 02356 | FOOD PANTRY/FOOD BANK | $7,500 | |
| MY PLACE TEEN CENTER | ||||||
| 775 MAIN STREET | WESTBROOK | ME | 04072 | HEALTH & WELFARE | $2,500 | |
| NASHUA COMMUNITY MUSIC SCHOOL | ||||||
| 2 LOCK STREET | MANCHESTER | NH | 03064 | CAMPERSHIP | $2,500 | |
| NATURAL RESOURCES TRUST OF EASTON | ||||||
| POBOX 188 | NORTH ESTON | MA | 02356 | CAMPERSHIP | $1,990 | |
| NEEDHAM COMMUNITY COUNCIL INC | ||||||
| 570 HILLSIDE AVENUE | NEEDHAM | MA | 02494 | FOOD PANTRY/FOOD BANK | $3,000 | |
| NEW ENGLAND YOUTH THEATRE | ||||||
| 100 FLAT STREET | BRATTLEBORO | VT | 05301 | CAMPERSHIP | $2,500 | |
| NORTH BRANCH NATURE CENTER | ||||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | CAMPERSHIP | $2,500 | |
| NORTH CONWAY COMMUNITY CENTER | ||||||
| PO BOX 487 | NORTH CONWAY | MA | 03860 | CAMPERSHIP | $2,500 | |
| NORTH STAR FAMILY SERVICES INC | ||||||
| 758 MAIN STREET | LEONMINSTER | MA | 01453 | HOMELESS SHELTER | $3,000 | |
| NORTHERN FOREST CANOE TRAIL | ||||||
| PO BOX 565 | WAITSFIELD | VT | 05673 | CAMPERSHIP | $1,000 | |
| NORTHWOODS STEWARDSHIP CENTER | ||||||
| PO BOX 220 | EAST CHARLESTON | VT | 05833 | CAMPERSHIP | $2,500 | |
| NOURISHING THE NORTH SHORE | ||||||
| PO BOX 1118 | NEWBURYPORT | MA | 01951 | FOOD PANTRY/FOOD BANK | $2,500 | |
| ON BELAY INC | ||||||
| PO BOX 391 | NEWMARKET | NH | 03857 | CAMPERSHIP | $1,500 | |
| ONE SUMMIT INC | ||||||
| 4 HIGH STREET SUITE 128 | NORTH ANDOVER | MA | 01845 | HEALTH & WELFARE | $2,000 | |
| OPEN TABLE MDI | ||||||
| 116 COTTAGE STREET | BAR HARBOR | ME | 04609 | FOOD PANTRY/FOOD BANK | $5,000 | |
| ORANGE COUNTY PARENT CHILD CARE CENTER | ||||||
| 693 VT-110 | TUNBRIDGE | VT | 05077 | FOOD PANTRY/FOOD BANK | $3,000 | |
| OUR BRIGHT FUTURE INC | ||||||
| 32 EVERETT STREET | SOUTHBRIDGE | MA | 01550 | HEALTH & WELFARE | $3,000 | |
| OUR COMMUNITY CARES CAMP INC | ||||||
| PO BOX 503 | RICHMOND | VT | 05477 | CAMPERSHIP | $2,500 | |
| PARAN RECREATION INC | ||||||
| PO BOX 393 | NORTH BENNINGTON | VT | 05257 | CAMPERSHIP | $2,500 | |
| PARTNERS IN ADVENTURE | ||||||
| PO BOX 8910 | ESSEX | VT | 05451 | CAMPERSHIP | $2,500 | |
| PCO HOPE - PLYMOUTH COUNTY OUTREACH | ||||||
| 385 COURT STREET | PLYMOUTH | MA | 03260 | HEALTH & WELFARE | $3,000 | |
| PENOBSCOT BAY YMCA | ||||||
| 116 UNION ST PO BOX 840 | ROCKPORT | ME | 04856 | CAMPERSHIP | $2,500 | |
| PHILLIPS BROOKS HOUSE ASSOCIATION | ||||||
| ONE NORTH HARVARD YARD | CAMBRIDGE | MA | 02138 | CAMPERSHIP | $3,000 | |
| PILGRIM LODGE - MAINE CONFERENCE UNLIMITED | ||||||
| 337 STATE STREET SUITE 3 | AUGUSTA | ME | 04330 | CAMPERSHIP | $2,500 | |
| PISCATAQUIS REGIONAL FOOD CENTER | ||||||
| 76 NORTH STREET | DOVERFOXCROFT | ME | 04426 | FOOD PANTRY/FOOD BANK | $5,000 | |
| PORTLAND SCHOOL OF BALLET | ||||||
| 517 FOREST AVENUE SUITE 2 | PORTLAND | ME | 04101 | CAMPERSHIP | $1,500 | |
| PRESENTATION SCHOOL FOUNDATION INC | ||||||
| 640 WASHINGTON STREET | BRIGHTON | MA | 02135 | FOOD PANTRY/FOOD BANK | $3,000 | |
| PREVENT CHILD ABUSE | ||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | HEALTH & WELFARE | $5,000 | |
| PROJECT JUST BECAUSE | ||||||
| 77 SOUTH STREET | HOPKINTON | MA | 01748 | FOOD PANTRY/FOOD BANK | $3,000 | |
| PROJECT NEW HOME INC | ||||||
| 70 JAMES STREET SUIT 155 | WORCESTER | MA | 01603 | HEALTH & WELFARE | $2,920 | |
| PROJECT SHAKESPEARE | ||||||
| 51 HARKNESS ROAD | JAFFREY | NH | 03452 | CAMPERSHIP | $2,000 | |
| PROSPECT HILL COMMUNITY FOUNDATION | ||||||
| PO BOX 550211 | WALTHAM | MA | 02154 | HEALTH & WELFARE | $3,000 | |
| PUTNEY COMMUNITY CARES | ||||||
| PO BOX 108 | PUTNEY | VT | 05346 | CAMPERSHIP | $2,500 | |
| REACH AT BOSTON UNIVERSITY | ||||||
| 881 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | CAMPERSHIP | $2,500 | |
| READING-WEST WINDSOR AGING IN PLACE | ||||||
| PO BOX 2 | BROWNSVILLE | VT | 05037 | HEALTH & WELFARE | $3,000 | |
| RIA INC READY - INSPIRE - ACT | ||||||
| 330 COCHITUATE ROAD 1784 | FRAMINGHAM | MA | 01701 | HEALTH & WELFARE | $3,000 | |
| RISE ABOVE FOUNDATION | ||||||
| PO BOX 174 | NORTHBRIDGE | MA | 01534 | HEALTH & WELFARE | $3,000 | |
| RIVER ARTS OF MORRISVILLE | ||||||
| PO BOX 829 | MORRISVILLE | VT | 05661 | CAMPERSHIP | $2,500 | |
| RUFUS PORTER MUSEUM OF ARTS & INGENUITY | ||||||
| PO BOX 544 | BRIDGTON | ME | 04009 | CAMPERSHIP | $2,500 | |
| SAFE PASSAGE INC | ||||||
| 76 CARLTON DRIVE | NORTHAMPTON | MA | 01060 | HEALTH & WELFARE | $3,000 | |
| SAHELI - SUPPORT AND FRIENDSHIP FOR SOUTH ASIAN WOMEN | ||||||
| PO BOX 1345 | BURLINGTON | MA | 01803 | HEALTH & WELFARE | $3,000 | |
| SANDCASTLE CLINICAL AND EDUCATIONAL SERVICES | ||||||
| 72 STRAWBERRY AVENUE | LEWISTON | ME | 04240 | HEALTH & WELFARE | $3,000 | |
| SARA M HOLBROOK COMMUNITY CENTER | ||||||
| PO BOX 3039 | BURLINGTON | VT | 05408 | HEALTH & WELFARE | $3,000 | |
| SCHOODIC ARTS FOR ALL | ||||||
| PO BOX 174 | WINTER HARBOR | ME | 04693 | CAMPERSHIP | $2,500 | |
| SCHOOL ON WHEELS OF MASSACHUSETTS | ||||||
| 100 LAUREL ST SUITE 121 | EAST BRIDGEWATER | MA | 02333 | HEALTH & WELFARE | $3,000 | |
| SEEDS OF HOPE NEIGHBORHOOD CENTER | ||||||
| 35 SOUTH STREET | BIDDEFORD | ME | 04005 | FOOD PANTRY/FOOD BANK | $5,000 | |
| SEXUAL ASSAULT SUPPORT SERVICES OF MID COAST MAINE | ||||||
| PO BOX 990 | BRUNSWICK | ME | 04101 | HEALTH & WELFARE | $3,000 | |
| SHARING HOUSING INC | ||||||
| 621 EAST-WEST ROAD | DUMMERSTON | VT | 05346 | HEALTH & WELFARE | $2,000 | |
| SHELTER FROM THE STORM | ||||||
| 45 KNIGHT STREET PO BOX 257 | JAFFREY | NH | 02452 | HOMELESS SHELTER | $2,500 | |
| SI SE PUEDE INC | ||||||
| PO BOX 52 | NORTH ANDOVER | MA | 01845 | HEALTH & WELFARE | $3,000 | |
| SOUTH SHORE COMMUNITY ACTION COUNCIL | ||||||
| 71 OBREY STREET | PLYMOUTH | MA | 02360 | FOOD PANTRY/FOOD BANK | $5,000 | |
| SOUTHEASTERN MASSACHUSETTS ARTS COLLABORATIVE - SMARTS | ||||||
| PO BOX 356 | ATTLEBORO | MA | 02703 | CAMPERSHIP | $2,000 | |
| SOUTHERN HARBOR ELDERCARE SERVICES | ||||||
| 12 PULPIT HARBOR ROAD | NORTH HAVEN | ME | 04853 | HEALTH & WELFARE | $4,000 | |
| SOUTHERN VERMONT HEALTH & RECREATION CENTER - DBA EDGAR MAY | ||||||
| 140 CLINTON STREET | SPRINGFIELD | VT | 05156 | CAMPERSHIP | $2,500 | |
| SPARK COMMUNITY CENTER INC | ||||||
| 59 HANOVER STREET | LEBANON | NH | 03766 | HEALTH & WELFARE | $2,500 | |
| SPORTSMEN'S TENNIS CLUB | ||||||
| 999 BLUE HILL AVENUE | DORCHESTER | MA | 02124 | CAMPERSHIP | $1,500 | |
| ST ANDRE HOME INC | ||||||
| 1200 OHIO STREET PO BOX 2373 | BANGOR | ME | 04402 | HOMELESS SHELTER | $3,500 | |
| ST JOSEPH'S HOSPITAL | ||||||
| 360 BROADWAY | BANGOR | ME | 04402 | FOOD PANTRY/FOOD BANK | $5,000 | |
| STARKSBORO COOPERATIVE PRESCHOOL | ||||||
| 2875 VT ROUTE 116 PO BOX 36 | STARKSBORO | VT | 05487 | CAMPERSHIP | $2,500 | |
| STATE YMCA DBA YMCA CAMP OF MAINE | ||||||
| 305 WINTHROP CENTER RD PO BOX 446 | WINTHROP | ME | 04364 | CAMPERSHIP | $2,500 | |
| STEP UP PARENTS | ||||||
| PO BOX 1063 | PORTSMOUTH | NH | 03801 | HEALTH & WELFARE | $5,000 | |
| STEPS TO SUCCESS INC | ||||||
| PO BOX 470421 | BROOKLINE | MA | 02447 | CAMPERSHIP | $2,500 | |
| STRONG WOMEN STRONG GIRLS INC | ||||||
| 89 SOUTH STREET LL02 | JAMAICA PLAIN | MA | 02130 | HEALTH & WELFARE | $3,000 | |
| SUSAN L CURTIS FOUNDATION - CAMP SUSAN CURTIS | ||||||
| 1321 WASHINGTON AVENUE 104 | PORTLAND | ME | 04103 | CAMPERSHIP | $2,500 | |
| TAPROOT FARM & ENVIRONMENT EDUCATION CENTER | ||||||
| 101 MAIN STREET | LANCASTER | NH | 03584 | CAMPERSHIP | $2,500 | |
| TEDFORD HOUSING | ||||||
| PO BOX 958 | BRUNSWICK | ME | 04011 | HOMELESS SHELTER | $5,000 | |
| THE ARC OF BRISTOL COUNTY | ||||||
| 141 PARK STREET | ATTLEBORO | MA | 02703 | HEALTH & WELFARE | $4,000 | |
| THE BRADFORD TEEN CENTER | ||||||
| PO BOX 247 | BRADFORD | VT | 05033 | CAMPERSHIP | $1,000 | |
| THE CURRENT | ||||||
| PO BOX 411 | STOWE | VT | 05672 | CAMPERSHIP | $2,500 | |
| THE EDUCATIONAL FARM AT JOPPA HILL INC | ||||||
| 174 JOPPA HILL ROAD | BEDFORD | NH | 03110 | CAMPERSHIP | $2,500 | |
| THE FAMILY PLACE INC | ||||||
| 319 US ROUTE 5 SOUTH | NORWICH | VT | 05055 | HEALTH & WELFARE | $5,000 | |
| THE GRAPEVINE FAMILY & COMMUNITY RESOURCE CENTER - AVENUE A | ||||||
| 4 AIKEN STREET PO BOX 637 | ANTRIM | NH | 03440 | CAMPERSHIP | $2,500 | |
| THE LOCKER PROJECT | ||||||
| PO BOX 3134 | PORTLAND | ME | 04104 | FOOD PANTRY/FOOD BANK | $3,000 | |
| THE MAJESTIC THEATRE | ||||||
| 880 PAGE STREET | MANCHESTER | NH | 03109 | CAMPERSHIP | $1,500 | |
| THE NATURE MUSEUM AT GRAFTON | ||||||
| PO BOX 38 | GRAFTON | VT | 05246 | CAMPERSHIP | $2,500 | |
| THE OPEN DOOR | ||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | FOOD PANTRY/FOOD BANK | $2,500 | |
| THE SPECIAL NEEDS CENTER OF THE UPPER VALLEY | ||||||
| 129 SOUTH MAIN STREET SUITE 103 | WHITE RIVER JUNCTION | VT | 05001 | CAMPERSHIP | $3,000 | |
| THE STRATTON MOUNTAIN & VALLEY COMMUNITY BENEFIT FOUNDATION | ||||||
| PO BOX 523 2D VILLAGE SQUARE | STRATTON MOUNTAIN | VT | 05155 | DENTAL | $3,000 | |
| THE SUMMER CAMP | ||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | CAMPERSHIP | $2,500 | |
| THEATRE ADVENTURE INC | ||||||
| PO BOX 2264 | BRATTLEBORO | VT | 05303 | CAMPERSHIP | $2,500 | |
| THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB | ||||||
| PO BOX 5155 803 BEDFORD STREET | FALL RIVER | MA | 02723 | CAMPERSHIP | $2,500 | |
| THREE SISTERS GARDEN PROJECT INC | ||||||
| PO BOX 422 | IPSWICH | MA | 01938 | FOOD PANTRY/FOOD BANK | $3,000 | |
| THROUGH THESE DOORS | ||||||
| PO BOX 704 | PORTLAND | ME | 04104 | HOMELESS SHELTER | $2,000 | |
| TREKKERS INC | ||||||
| 325 OLD COUNTY ROAD | ROCKLAND | ME | 04841 | CAMPERSHIP | $2,500 | |
| TURNING POINTS NETWORK | ||||||
| 231 BROAD STREET | CLAREMONT | NH | 03743 | HOMELESS SHELTER | $2,500 | |
| TWIN RIVERS FOOD PANTRY | ||||||
| 2 CENTRAL STREET UNIT C | FRANKLIN | NH | 03235 | FOOD PANTRY/FOOD BANK | $3,000 | |
| UNITED NATIONS ASSOCIATION OF GREATER BOSTON | ||||||
| 200 PORTLAND STREET | BOSTON | MA | 02114 | CAMPERSHIP | $2,500 | |
| UNITED WAY OF GREATER NASHUA - UPBEAT NEW HAMPSHIRE | ||||||
| 20 BROAD STREET | NASHUA | NH | 03064 | CAMPERSHIP | $2,500 | |
| UNITED WAY OF THE TRI-VALLEY AREA | ||||||
| PO BOX 126 | FARMINGTON | ME | 04938 | CAMPERSHIP | $2,500 | |
| URBANITY DANCE | ||||||
| 725 HARRISON AVENUE SUITE 100 | BOSTON | MA | 02118 | CAMPERSHIP | $2,500 | |
| VERMONT FOOD BANK | ||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | FOOD PANTRY/FOOD BANK | $3,000 | |
| VERMONT WORKS FOR WOMEN | ||||||
| 32A MALLETTS BAY AVENUE | WINOOSKI | VT | 05404 | CAMPERSHIP | $2,500 | |
| WALPOLE COMMUNITY FOOD PANTRY | ||||||
| PO BOX 43 | WALPOLE | MA | 02081 | FOOD PANTRY/FOOD BANK | $3,000 | |
| WATERVILLE AREA SOUP KITCHEN | ||||||
| PO BOX 1464 | WATERVILLE | ME | 04903 | FOOD PANTRY/FOOD BANK | $5,000 | |
| WAY STATION | ||||||
| PO BOX 1888 | NORTH CONWAY | NH | 03860 | HOMELESS SHELTER | $3,000 | |
| WEST END HOUSE GIRLS CAMP INC | ||||||
| 105 ALLSTON STREET | ALLSTON | MA | 02134 | CAMPERSHIP | $2,500 | |
| WESTERN MAINE PLAY MUSEUM | ||||||
| PO BOX 1161 | WILTON | ME | 04294 | CAMPERSHIP | $2,000 | |
| WESTERN MASSACHUSETTS COUNCIL INC BOYS SCOUTS OF AMERICA | ||||||
| 1 ARCH STREET SUITE 5 | WESTFIELD | MA | 01085 | CAMPERSHIP | $2,500 | |
| WHITE BIRCH COMMUNITY CENTER | ||||||
| 51 HAIL AVENUE | HENNIKER | NH | 03242 | FOOD PANTRY/FOOD BANK | $2,500 | |
| WHITE MOUNTAIN COMMUNITY HEALTHCARE | ||||||
| 298 WHITE MOUNTAIN HIGHWAY | CONWAY | NH | 03818 | HEALTH & WELFARE | $4,350 | |
| WHITE MOUNTAIN SCIENCE | ||||||
| 23 AMMONOOSUC STREET SUITE 1 | LITTLETON | NH | 03561 | CAMPERSHIP | $2,500 | |
| WILDFLOWER INC HELPING KIDS REDISCOVER LIFE AFTER LOSS | ||||||
| 271 LINCOLN STREET SUITE 12 | LEXINGTON | MA | 02421 | CAMPERSHIP | $2,500 | |
| WINDSOR COUNTY MENTORS | ||||||
| PO BOX 101 | WINDSOR | VT | 05089 | HEALTH & WELFARE | $2,500 | |
| WORCESTER COUNTY 4-H CENTER INC DBA CAMP MARSHALL | ||||||
| 92 MCCORMICK ROAD | SPENCER | MA | 01582 | CAMPERSHIP | $2,500 | |
| WORCESTER EARN A BIKE | ||||||
| 4 KING STREET | WORCETER | MA | 01610 | HEALTH & WELFARE | $2,000 | |
| WORCESTER YOUTH CENTER INC | ||||||
| 326 CHANDLER STREET | WORCESTER | MA | 01602 | HEALTH & WELFARE | $3,000 | |
| YMCA - SANFORD-SPRINGVALE | ||||||
| 1 EMILE LEVASSEUR DRIVE | SANFORD | ME | 04073 | CAMPERSHIP | $2,500 | |
| YMCA CAMP OF CENTRAL MAINE | ||||||
| 130 EAST AVENUE | LEWISTON | ME | 04240 | CAMPERSHIP | $2,500 | |
| YWCA - SOUTHEASTERN MASSACHUSETTS | ||||||
| 20 SOUTH SIXTH STREET | NEW BEDFORD | MA | 02740 | CAMPERSHIP | $2,500 | |
| ZACK'S PLACE ENRICHMENT CENTER | ||||||
| 73 CENTRAL STREET | WOODSTOCK | VT | 05091 | HEALTH & WELFARE | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $669,329 | 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 | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,708 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,879 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $231,191 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|
| WEST STREET ENERGY PARTNERS AND AIV-1 | 523000 | 01 | |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | 523000 | 01 | -$830 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$830 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $288,779 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $287,949 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,446 | Amt |
| Net Investment Income | $7,149 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,297 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $923,503 | EOYBookValueAmt |
| EOYFMV | $923,503 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS (PARTNERSHIPS) | AT COST | $835,641 | $835,641 |
| PUBLIC EQUITY | AT COST | $19,889 | $19,889 |
| COMMONFUNDS MULTI STRATEGIC EQUITY FUND | AT COST | $30,231,809 | $30,231,809 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $14,986 | $0 | $14,986 |
| TRUSTEE BOND FEE | $15,235 | $15,235 | $0 |
| PENALTY | $142 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NEW MOUNTAIN PARTNERS IV ACCESS LP | $14,075 | $14,075 | $14,075 |
| WEST STREET PARTNERS | -$1,196 | -$1,196 | -$1,196 |
| NEW MOUNTAIN PARTNERS IV ACCESS LP | -$830 | -$830 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED INVESTMENT GAINS & LOSSES | Desc |
| Amt | $5,797,974 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | $4,691 | $0 |
| PAYROLL TAX PAYABLE | $436 | $432 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $51,753 | Amt |
| Net Investment Income | $51,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,671 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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