MCININCH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MCININCH FOUNDATION (EIN 02-6006053)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202431369349100523
- 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 Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T05:20:14-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NORTHEAST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COMMERCIAL STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | 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 | 026006053 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCININCH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O NANCY MCININCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCIN | BusinessNameControlTxt |
| Phone | 6036224052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CANAL STREET 710 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031011517 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOULAS MCININCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6036224052 | PhoneNum |
| Signature | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOULAS | PersonFirstNm |
| Person Last | MCININCH | 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 | MARIE C MCKAY | PreparerPersonNm |
| PTIN | P00294931 | PTIN |
| Phone | 6036277659 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $6,359,140 | 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 | $4,147 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,147 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $104,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,227 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,409,370 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,227 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $51 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $143,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,862 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,800 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,800 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $263 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,037 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,619 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $97,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,544 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,544 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $347,644 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,212 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$203,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $109,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,837 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $5,897,445 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,738,828 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,294,283 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,987 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,987 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $973 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,019 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,019 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,007,467 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,803,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,359,140 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,007,467 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,803,685 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,007,467 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,803,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,007,467 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,803,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,007,467 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$203,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,803,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,803,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| RBC CAPITAL | P | $3,354,978 | $3,424,167 | -$69,189 | -$69,189 |
| RBC CAPITAL | P | $831,628 | $728,464 | $103,164 | $103,164 |
| RBC CAPITAL | P | $175,482 | $185,264 | -$9,782 | -$9,782 |
| RBC CAPITAL | P | $112,972 | $131,760 | -$18,788 | -$18,788 |
| TD INVESTMENTS | P | $197,094 | $203,679 | -$6,585 | -$6,585 |
| TD INVESTMENTS | P | $9,330 | $8,834 | $496 | $496 |
| TD INVESTMENTS | P | $716,933 | $691,787 | $25,146 | $25,146 |
| TD INVESTMENTS | P | $2,777 | $188 | $2,589 | $2,589 |
| CAPITAL GAINS DIVIDENDS | P | $8,176 | $8,176 | $8,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,227 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $896 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $896 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,789 | 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 | $18,789 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,893 | OverpaymentAmt |
| Applied To ES Tax | $17,893 | 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 |
| 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 | SHARI RIDLON MCININCH FOUNDATION | IndividualWithBooksNm |
| Phone | 6036224052 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CANAL ST STE 710 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031011517 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DOUGLAS A MCININCH | ||||||||
| 6 HAWK DRIVE | BEDFORD | NH | 03110 | PRESIDENT/TREASURER/TRUSTEE | 10.00 | $24,000 | $0 | $0 |
| NANCY M MCININCH | ||||||||
| 6 HAWK DRIVE | BEDFORD | NH | 03110 | SECRETARY/TRUSTEE | 1.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,917,103 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,991,504 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,991,504 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,873 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,901,631 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $896 | TotalTaxAmt |
| Distributable Before Adj | $294,186 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $294,186 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $294,186 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,212 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,212 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $294,186 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $26,193 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,128 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $60,321 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,212 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,212 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,974 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,974 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $34,347 | 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 | $34,347 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $219 | ExcessFromYear4Amt |
| Excess From Year3 | $34,128 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE MCININCH FOUNDATION ATTN NANCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 CANAL ST SUITE 710 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6036224052 | RecipientPhoneNum |
| Form And Info And Materials | A COMPLETED GRANT APPLICATION AND A TAX EXEMPT STATUS LETTER-SEE ATTACHMENT ON BACK OF TAX RETURN FOR GRANT APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 15 AND OCTOBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE ORGANIZATION MUST BE IN COMPLIANCE WITH THE REGISTRATION AND REPORTING REQUIREMENTS OF THE NH DIRECTOR OF CHARITABLE TRUSTS, THE IRS AND THE NH SECRETARY STATE. IN ADDITION, THE ORGANIZATION MUST BE LOCATED IN NH. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| APPALACHIAN MOUNTAIN CLUB | ||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | PUBLIC | TECH UPGRADES AT THE HIGHLAND CENTER | $6,500 |
| BROOKFIELD WAKEFIELD HISTORICAL SOCIETY | ||||||
| PO BOX 795 | SANBORNVILLE | NH | 03872 | PUBLIC | RESTORATION OF THE COBBLER'S WOODSHED | $15,000 |
| CANTERBURY SHAKER VILLAGE | ||||||
| 288 SHAKER ROAD | CANTERBURY | NH | 03224 | PUBLIC | BRETHEREN'S SHOP ROOF REPLACEMENT | $15,000 |
| FAMILIES IN TRANSITION | ||||||
| 122 MARKET ST | MANCHESTER | NH | 03101 | PUBLIC | SECURITY SYSTEM UPGRADES | $17,512 |
| FARMSTEADS OF NE | ||||||
| 213 CENTER RD | HILLSBOROUGH | NH | 03244 | PUBLIC | ARTIST IN RESIDENCE PROGRAM | $7,500 |
| FIRST CONGREGATIONAL CHURCH | ||||||
| 508 UNION STREET | MANCHESTER | NH | 03104 | PUBLIC | ANNUAL DRIVE | $8,000 |
| FRIENDS FOREVER INTERNATIONAL | ||||||
| 1 MORGAN WAY | DURHAM | NH | 03824 | PUBLIC | WHEELCHAIR LIFT, RAMPS & DECKING | $7,500 |
| FRIENDS OF THE COLONIAL | ||||||
| PO BOX 204 | BETHLEHEM | NH | 03574 | PUBLIC | NEW ASPHALT ROOF & SOLAR ARRAY | $15,000 |
| FRONT DOOR AGENCY | ||||||
| 7 CONCORD ST | NASHUA | NH | 03064 | PUBLIC | RENOVATIONS AT MARY'S HOUSE | $10,000 |
| GIRLS INC | ||||||
| 1711 S WILLOW ST UNIT 5 | MANCHESTER | NH | 03101 | PUBLIC | SECURITY SYSTEM UPGRADES | $2,000 |
| GRANITE VNA | ||||||
| 30 PILLSBURY ST | CONCORD | NH | 03301 | PUBLIC | WOUND MANAGEMENT CERTIFICATION | $2,000 |
| HARBOR CARE | ||||||
| 77 NORTHEASTERN BLVD | NASHUA | NH | 03062 | PUBLIC | VETERAN'S TRANSITIONAL HOUSING PROGRAM | $1,000 |
| HOME HEALTHCARE AND HOSPICE SERVICES | ||||||
| 312 MARLBORO ST | KEENE | NH | 03431 | PUBLIC | TILE & CARPET REPLACEMENT | $11,000 |
| MANCHESTER HISTORIC ASSOCIATION | ||||||
| 129 AMHERST ST | MANCHESTER | NH | 03101 | PUBLIC | ROOF REPLACEMENT | $25,000 |
| MAYHEW PROGRAM | ||||||
| PO BOX 120 | BRISTOL | NH | 03222 | PUBLIC | PURCHASE & EQUIP PONTOON BOATS | $7,500 |
| MCAULIFFE-SHEPARD DISCOVERY CENTER | ||||||
| 2 INSTITUTE DRIVE | CONCORD | NH | 03301 | PUBLIC | PURCHASE OF A VEHICLE | $21,532 |
| NH PUBLIC RADIO | ||||||
| 2 PILLSBURY ST 6TH FLOOR | CONCORD | NH | 03301 | PUBLIC | REPLACEMENT OF VMWARE SERVERS | $10,000 |
| SOC FOR THE PROTECTION OF NH FORESTS | ||||||
| 54 PORTSMOUTH ST | CONCORD | NH | 03301 | PUBLIC | EDUCATIONAL EXHIBITS AT THE ROCKS | $20,000 |
| SQUAM LAKES NATURAL SCIENCE CENTER | ||||||
| PO BOX 173 | HOLDERNESS | NH | 03245 | PUBLIC | TECH UPGRADES - COMMUNICATION/SAFETY | $10,000 |
| STAR ISLAND CORPORATION | ||||||
| 30 MIDDLE ST | PORTSMOUTH | NH | 03801 | PUBLIC | RENOVATION OF THE BOARDWALK | $25,000 |
| SYMPHONY NH | ||||||
| 6 CHURCH ST | NASHUA | NH | 03030 | PUBLIC | SNH PLAYS BACK PROGRAM | $5,000 |
| WAYPOINT | ||||||
| 464 CHESTNUT ST | MANCHESTER | NH | 03105 | PUBLIC | OUTDOOR CLASSROOM AT MCFARLAND CENTER | $7,500 |
| NH HEALTHCARE WKRS - CLIMATE ACTION | ||||||
| PO BOX 426 | MANCHESTER | NH | 03305 | PUBLIC | SURVEY OF CLIMATE CHANGE ISSUES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,544 | 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 | $4,147 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,437 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $143,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $143,862 | 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 | BOOKKEEPING FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $18,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,250 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TD BANK INVESTMENTS | AT COST | $1,156,769 | $1,256,989 |
| RBC CAPITAL MARKETS | AT COST | $4,582,059 | $5,037,294 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $391 | $391 | $391 |
| SECURITY DEPOSIT | $500 | $500 | $500 |
| DIVIDENDS RECEIVABLE & BASIS ADJ IN TRANSIT | $82 | $128 | $128 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES - RBC CAPITAL MARKETS | $17,702 | $17,702 | $0 |
| TRUSTEE/AGENCY FEES - TD BANK INVESTMENTS | $9,169 | $9,169 | $0 |
| OFFICE & INVESTMENT ADMIN. EXPENSES | $3,805 | $3,044 | $761 |
| STATE FILING FEES | $75 | $75 | $0 |
| POSTAGE | $120 | $96 | $24 |
| RENT | $12,570 | $10,056 | $2,514 |
| INSURANCE | $596 | $477 | $119 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $51 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $51 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION AND TAX SERVICES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - TD BANK INVESTMENTS | $23 | $23 | $0 |
| FEDERAL TAXES | $240 | $240 | $0 |
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