ABRAHAM BURTMAN CHARITY TRUST: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ABRAHAM BURTMAN CHARITY TRUST (EIN 02-6004364)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202411349349103231
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T14:55:24-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020466387PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MURPHY POWERS & WILSON CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 MERRILL INDUSTRIAL DR UNIT 1AddressLine1Txt
CityHAMPTONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03842ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN026004364EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABRAHAM BURTMAN CHARITY TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlABRABusinessNameControlTxt
Phone6037422332PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1255 WASHINGTON STREETAddressLine1Txt
CityDOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03820ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSARAH LAVOIEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6037422332PhoneNum
Signature2024-05-02SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPAULPersonFirstNm
Person LastCOXPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J MURPHYPreparerPersonNm
PTINP00291869PTIN
Phone6039268063PhoneNum
Preparation2024-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,242,808FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,811InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,811InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1,811InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$27,055DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,055DividendsNetInvstIncmAmt
Dividends Adj Net Incm$27,055DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$26,501NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$257,176GrossSalesPriceAmt
Total Rev And Expnss$2,365TotalRevAndExpnssAmt
Total Net Invst Incm$28,866TotalNetInvstIncmAmt
Total Adj Net Incm$28,866TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$10,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$10,500CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,500CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$6,235LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,235LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$6,235LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$6,235LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,050AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,050AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,050AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,855OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,855OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$10,855OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,855OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$234TaxesRevAndExpnssAmt
Taxes Net Invst Incm$234TaxesNetInvstIncmAmt
Taxes Adj Net Incm$234TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$234TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,338OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,338OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,338OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$3,338OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,212TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$32,212TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$32,212TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$108,712TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,212TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$32,212TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$108,712TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$106,347ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,168CashBOYAmt
Cash EOY$22,191CashEOYAmt
Cash EOYFMV$22,191CashEOYFMVAmt
Corporate Stock BOY$215,196CorporateStockBOYAmt
Corporate Stock EOY$192,134CorporateStockEOYAmt
Corporate Stock EOYFMV$670,075CorporateStockEOYFMVAmt
Corporate Bonds BOY$75,000CorporateBondsBOYAmt
Corporate Bonds EOY$25,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$24,950CorporateBondsEOYFMVAmt
Other Investments BOY$549,616OtherInvestmentsBOYAmt
Other Investments EOY$515,985OtherInvestmentsEOYAmt
Other Investments EOYFMV$525,592OtherInvestmentsEOYFMVAmt
Total Assets BOY$859,980TotalAssetsBOYAmt
Total Assets EOY$755,310TotalAssetsEOYAmt
Total Assets EOYFMV$1,242,808TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$859,980CapitalStockBOYAmt
Capital Stock EOY$755,310CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$859,980TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$755,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$859,980TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$755,310TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$859,980TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$106,347ExcessRevenueOverExpensesAmt
Other Increases$1,757OtherIncreasesAmt
Subtotal$755,390SubtotalAmt
Other Decreases$80OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$755,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MERRILL LYNCHP$35,317$39,365-$4,048-$4,048
MERRILL LYNCHP$212,981$240,290-$27,309-$27,309
MERRILL LYNCHP$5,000$4,022$978$978
FieldValueIRS element (for citing)
Capital Gain Net Income-$26,501CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$80EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$80TotalPaymentsAndCreditsAmt
Overpayment$80OverpaymentAmt
Applied To ES Tax$80AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBURNS LAW FIRMIndividualWithBooksNm
Phone6037422332PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1255 WASHINGTON STREETAddressLine1Txt
CityDOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03820ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RICHARD THAYER
255 WASHINGTON STREETDOVERNH03820TRUSTEE0.50$3,500$0$0
STEPHANIE SHAINES
255 WASHINGTON STREETDOVERNH03820TRUSTEE0.50$3,500$0$0
SARAH LAVOIE
255 WASHINGTON STREETDOVERNH03820TRUSTEE0.50$3,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SEE ATTACHED LIST OF SCHOLARSHIPS AND GRANTS AWARDEDDescription1Txt
Expenses1$76,500Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$108,712ExpensesAndContributionsAmt
Qualifying Distributions$108,712QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$98,325ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$114,576ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$111,613ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$108,401ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$105,666ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$538,581TotalExcessDistributionCyovAmt
Qualifying Distributions$108,712QualifyingDistributionsAmt
Remaining Distri From Corpus$108,712RemainingDistriFromCorpusAmt
Total Corpus$647,293TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$98,325ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$548,968ExcessDistriCyovToNextYrAmt
Excess From Year4$114,576ExcessFromYear4Amt
Excess From Year3$111,613ExcessFromYear3Amt
Excess From Year2$108,401ExcessFromYear2Amt
Excess From Year1$105,666ExcessFromYear1Amt
Excess From Current Year$108,712ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSOL WACHTELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1255 WASHINGTON STREETAddressLine1Txt
CityDOVERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP038210608ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6037422332RecipientPhoneNum
Form And Info And MaterialsSEE ATTACHED SAMPLEFormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 10 FOR SCHOLARSHIPS; SEPTEMBER 15 FOR GRANTSSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (97 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANGRAND TYLEE
36 SYLVAN DRIVEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
BILODEAU LIAM
25 CEDAR CREEKBARRINGTONNH03825FOR PHILANTHROPIC ASSISTANCE$1,000
BISSONETTE COLIN
456 SALMON FALLS RDROCHESTERNH03868FOR PHILANTHROPIC ASSISTANCE$1,000
BREEN KATRINA
6 DEAN DRIVEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
BROWN ALANA
8 PATRICIA DRIVEHUDSONNH03051FOR PHILANTHROPIC ASSISTANCE$1,000
DUPRAT OLIVIA
50 SPRINGBROOK DRMILTONNH03851FOR PHILANTHROPIC ASSISTANCE$1,000
DURAWA WILLIAM
24 QUAKER LANEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
ELLIOTT ALEXANDRA
8 PLEASEANT VIEW AVENORTHWOODNH03261FOR PHILANTHROPIC ASSISTANCE$1,000
GROSKY ALISON
181 EASTERN AVEROCHESTERNH03867FOR PHILANTHROPIC ASSISTANCE$1,000
GROSKY TIMOTHY
181 EASTERN AVEROCHESTERNH03867FOR PHILANTHROPIC ASSISTANCE$1,000
JOE MADISON
3102 MEAD HILL RDNEWMARKETNH03857FOR PHILANTHROPIC ASSISTANCE$1,000
MARCOTTE SAMUEL
4 TAYLA WAYNOTTINGHAMNH03290FOR PHILANTHROPIC ASSISTANCE$1,000
MEEKER BRYNNA
213 DEER PATHCONTOOCOOKNH03229FOR PHILANTHROPIC ASSISTANCE$1,000
MEEKER ETHAN
213 DEER PATHCONTOOCOOKNH03229FOR PHILANTHROPIC ASSISTANCE$1,000
MEULENBROEK NATALIE
16 SULLIVAN FARM DRROCHESTERNH03868FOR PHILANTHROPIC ASSISTANCE$1,000
MUNDING NICOLE
77B BELKNAP STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
NAVES EMMA
9 SPENCER LANESTRAFFORDNH03884FOR PHILANTHROPIC ASSISTANCE$1,000
NELSON-MARIOS KYLIE
18 OVERLOOK DRIVEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
NELSON-MARIOS ZACHARY
18 OVERLOOK DRIVEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
OAKES NICHOLAS
46 SCHOOL STSANBORNVILLENH03872FOR PHILANTHROPIC ASSISTANCE$1,000
PAPA ISABELLA
11 DEEPWOOD DRIVEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
PARKINSON TREVOR
790 NORTHFIELD RDHINSDALENH03451FOR PHILANTHROPIC ASSISTANCE$1,000
PAULSON FINN
8 HAMILTON STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,000
PICKARD ANDERSEN
6 BOW LAKES ESTATE RDSTRAFFORDNH03884FOR PHILANTHROPIC ASSISTANCE$1,000
ROSS MOLLILE
98 MAPLE STROCHESTERNH03839FOR PHILANTHROPIC ASSISTANCE$1,000
TALIAFERRO MIA
140 BUTTERCUP LANEWAKEFIELDNH03872FOR PHILANTHROPIC ASSISTANCE$1,000
VINCENT LAUREN
24 RIVERVIEW RDDURHAMNH03824FOR PHILANTHROPIC ASSISTANCE$1,000
WARNER JOSHUA
1847 FRANKLIN PIERCE HWYBARRINGTONNH03825FOR PHILANTHROPIC ASSISTANCE$1,000
ZOTTOS OLIVIA
14 LENOX STSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$1,000
AMY'S RETREAT
PO BOX 2234DOVERNH03821FOR PHILANTHROPIC ASSISTANCE$250
ARCH
17 DEPOT STCONCORDNH03301FOR PHILANTHROPIC ASSISTANCE$200
ARTS IN REACH
521 WENTWORTH RDNEW CASTLENH03854FOR PHILANTHROPIC ASSISTANCE$1,250
AVIS GOODWIN - SOS RECOVERY
311 ROUTE 108SOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$700
BRAIN INJURY ASSOCIATION OF NH
52 PLEASANT STCONCORDNH03301FOR PHILANTHROPIC ASSISTANCE$500
CASA
PO BOX 1337MANCHESTERNH03101FOR PHILANTHROPIC ASSISTANCE$300
CHASE HOME
698 MIDDLE RDPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$1,000
CHILDRENS MUSEUM OF NH
6 WASHINGTON STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$1,250
COMMUNITY ACTION PARTNERSHIP
77 CENTRAL AVEDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$500
COMMUNITY FOOD PANTRY
176 W HIGH STSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$600
COMMUNITY PARTNERS
113 CROSBY RDDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$500
CROSS ROADS HOUSE
600 LAFAYETTE RDPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$200
DAVID'S HOUSE
461 MT SUPPORT RDLEBANONNH03766FOR PHILANTHROPIC ASSISTANCE$200
DOVER ADULT LEARNING CENTER
61 LOCUST STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$300
DOVER CHILDREN'S HOME
207 LOCUST STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$150
DOVER FRIENDLY SOUP KITCHEN
5 HALE STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$700
DOVER POLICE DEPT
46 LOCUST STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$450
DOVER RIVERWALK TRUST
255 WASHINGTON STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$750
DOVER TRIANGLE CLUB
120 BROADWAYDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$800
END 68 HOURS OF HUNGER
512 PISCASSIC STNEWMARKETNH03857FOR PHILANTHROPIC ASSISTANCE$500
FAMILIES FIRST
100 CAMPUS DR SUITE 12PORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$750
FARMINGTON 500 BOYS & GIRLS CLUB
PO BOX 404FARMINGTONNH03835FOR PHILANTHROPIC ASSISTANCE$2,000
FARMINGTON HIGH SCHOOL ALUMNI FUND
40 THAYER DRIVEFARMINGTONNH03835FOR PHILANTHROPIC ASSISTANCE$1,000
FARMINGTON HIGH SCHOOL SCHOLARSHIP
40 THAYER DRIVEFARMINGTONNH03835FOR PHILANTHROPIC ASSISTANCE$2,000
GOODWIN PUBLIC LIBRARY
422 MAIN STFARMINGTONNH03835FOR PHILANTHROPIC ASSISTANCE$1,000
HABITAT FOR HUMANITY
1 MIDDLE ST SUITE 200PORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$200
HAVEN
20 INTERNATIONAL DRIVEPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$800
HAVEN NH
150 WAKEFIELD STROCHESTERNH03867FOR PHILANTHROPIC ASSISTANCE$500
HOPE ON HAVEN HILL
158 NH 108SOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$800
INTERFAITH FOOD PANTRY
400 MAIN STFARMINGTONNH03835FOR PHILANTHROPIC ASSISTANCE$1,500
KREMPELS CENTER
100 CAMPUS DR 24PORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$100
LYDIA'S HOUSE OF HOPE
21 GRAND STSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$700
MAYHEW PROJECT
PO BOX 120BRISTOLNH03222FOR PHILANTHROPIC ASSISTANCE$200
MY FRIEND'S PLACE
368 WASHINGTON STDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$700
NAMI NH
85 NORTH STATE STCONCORDNH03301FOR PHILANTHROPIC ASSISTANCE$750
NANCY MAE SHAINES MEMORIAL LIBRARY
200 STATE STPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$1,000
NEW DURHAM FOOD PANTRY
5 MAIN STNEW DURHAMNH03855FOR PHILANTHROPIC ASSISTANCE$1,500
NEW DURHAM HIGH SCHOOL SCHOLARSHIP
396 SOUTH MAIN STWOLFEBORONH03894FOR PHILANTHROPIC ASSISTANCE$2,000
NH HARM REDUCTION COALITION
PO BOX 1632DOVERNH03820FOR PHILANTHROPIC ASSISTANCE$500
NH PEACE ACTION
4 PARK ST 210CONCORDNH03301FOR PHILANTHROPIC ASSISTANCE$200
NH PUBLIC BROADCASTING
268 MAST RDDURHAMNH03824FOR PHILANTHROPIC ASSISTANCE$200
NH PUBLIC TELEVISION
2 PILLSBURY ST 6TH FLOOCONCORDNH03301FOR PHILANTHROPIC ASSISTANCE$200
NHSPCA
104 PORTSMOUTH AVESTRATHAMNH03885FOR PHILANTHROPIC ASSISTANCE$500
NUTE HIGH SCHOOL SCHOLARSHIP FUND
23 ELM STMILTONNH03851FOR PHILANTHROPIC ASSISTANCE$2,000
PLANNED PARENTHOOD OF NH
108 HIGH STEXETERNH03833FOR PHILANTHROPIC ASSISTANCE$800
POPE MEMORIAL HUMANE SOCIETY - COCH
221 COUNTRY FARM RDDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$100
PORTSMOUTH MUSIC HALL
28 CHESTNUT STPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$1,000
ROCHESTER CHILDCARE CENTER
95 CHARLES STROCHESTERNH03867FOR PHILANTHROPIC ASSISTANCE$300
ROCKINGHAM COUNTY COMMUNITY ACTION
4 CUTTS STPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$500
SEACOAST COMMUNITY SCHOOL
100 CAMPUS DR UNIT 20PORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$500
SEACOAST EDUCATION - SEED
61 LOCUST ST SUITE 236DOVERNH03820FOR PHILANTHROPIC ASSISTANCE$600
SEEDS OF FAITH
21 GRAND STSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$500
SOBER SISTERS RECOVERY
MALLEY FARM RDSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$1,000
SOMERSWORTH YOUTH CONNECTION
7 MEMORIAL DRSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$500
SOUTHEAST LAND TRUST (FORMERLY STRA
247 N RIVER RDEPPINGNH03042FOR PHILANTHROPIC ASSISTANCE$800
SOUTHERN NH SERVICES
40 PINE STMANCHESTERNH03103FOR PHILANTHROPIC ASSISTANCE$800
SPECIAL OLYMPICS - SEACOAST AREA
PO BOX 3598CONCORDNH03302FOR PHILANTHROPIC ASSISTANCE$500
SUMMERSWORTH HISTORICAL SOCIETY
157 MAIN STSOMERSWORTHNH03878FOR PHILANTHROPIC ASSISTANCE$200
SURFRIDER NH
942 CALLE NEGOCIO SUITESAN CLEMENTECA92673FOR PHILANTHROPIC ASSISTANCE$250
THE JAMES W FOLEY LEGACY FOUNDATIO
PO BOX 1678ROCHESTERNH03866FOR PHILANTHROPIC ASSISTANCE$300
THE KINGSWOOD YOUTH CENTER
565 CENTER STWOLFEBORONH03894FOR PHILANTHROPIC ASSISTANCE$1,500
TOYS FOR TOTS
9 BROADWAYDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$200
TRIANGLE CLUB
120 BROADWAYDOVERNH03820FOR PHILANTHROPIC ASSISTANCE$500
UNH EQUESTRIAN
288 MAST RDDURHAMNH03824FOR PHILANTHROPIC ASSISTANCE$1,500
UNH MOCK TRIAL PROGRAM
73 MAIN STDURHAMNH03824FOR PHILANTHROPIC ASSISTANCE$1,000
UNITED STATES PONY CLUB - SQUAMSCOT
51 SAPPHIRE STPORTSMOUTHNH03801FOR PHILANTHROPIC ASSISTANCE$1,000
VICTIMS INC
PO BOX 455ROCHESTERNH03866FOR PHILANTHROPIC ASSISTANCE$200
ZEBRA CROSSINGS
PO BOX 411DOVERNH03821FOR PHILANTHROPIC ASSISTANCE$750
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,811RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$27,055RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$26,501RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,365RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,365TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,050Amt
Net Investment Income$1,050NetInvestmentIncomeAmt
Adjusted Net Income$1,050AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,050DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOMEBondNm
EOY Book Value$25,000EOYBookValueAmt
EOYFMV$24,950EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$192,134EOYBookValueAmt
EOYFMV$670,075EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$515,985BookValueAmt
EOYFMV$525,592EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$6,235LegalFeesAmt
Net Investment Income$6,235NetInvestmentIncomeAmt
Adjusted Net Income$6,235AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,235DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL INCOME TAXESDesc
Amt$80Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK CHARGES$17$17$17$17
FILING FEES$160$160$160$160
INSURANCE BONDING$300$300$300$300
MISCELLANEOUS$2,861$2,861$2,861$2,861

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$1,757Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$10,855Amt
Net Investment Income$10,855NetInvestmentIncomeAmt
Adjusted Net Income$10,855AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,855DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$234Amt
Net Investment Income$234NetInvestmentIncomeAmt
Adjusted Net Income$234AdjustedNetIncomeAmt
Disbursements Charitable Prps$234DisbursementsCharitablePrpsAmt

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