SANDWICH HISTORICAL SOCIETY: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SANDWICH HISTORICAL SOCIETY (EIN 02-0268251)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-11
- IRS object ID
- 202401939349100205
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-11T09:32:22-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020400031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VACHON CLUKAY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 CHESTNUT ST | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | 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 | 020268251 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDWICH HISTORICAL SOCIETY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6032846269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 244 | AddressLine1Txt |
| City | CENTER SANDWICH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 032270106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON TAYLOR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6032846269 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JON | PersonFirstNm |
| Person Last | TAYLOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY G BOISVERT | PreparerPersonNm |
| PTIN | P01695727 | PTIN |
| Phone | 6036227070 | PhoneNum |
| Preparation | 2024-06-25 | PreparationDt |
| 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 | $3,148,072 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $118,376 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $12,916 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,916 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,916 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,991 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,991 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $125,300 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $671,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $125,300 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $6,868 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $8,240 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$1,372 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | -$1,372 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $7,590 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $7,590 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $295,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,207 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,125 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $58,985 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $29,941 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $29,942 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,543 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Adj Net Incm | $2,226 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $2,227 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,919 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $2,919 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $13,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $13,971 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,199 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,400 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,400 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $799 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,039 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $22,039 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $36,651 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $36,651 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $283 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $283 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,462 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,462 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $181,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,371 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $72,496 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $109,364 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,052 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,371 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $72,496 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,364 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,836 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,053 | CashBOYAmt |
| Cash EOY | $1,521 | CashEOYAmt |
| Cash EOYFMV | $1,521 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $237,726 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $186,750 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $186,750 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $21,221 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $18,776 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $21,221 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $21,221 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,846 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,176 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,176 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,014 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $214,746 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $216,590 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $938,105 | CorporateStockBOYAmt |
| Corporate Stock EOY | $976,988 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,435,661 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $383,463 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $289,416 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $298,151 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $947,782 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $396,782 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $542,992 | LandBOYAmt |
| Land EOY | $551,000 | LandEOYAmt |
| Land EOYFMV | $947,782 | LandEOYFMVAmt |
| Other Assets BOY | $38,220 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,220 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,220 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,164,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,282,038 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,148,072 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,686 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,183 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $8,975 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $10,130 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $17,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,313 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,100,038 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,216,894 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $46,496 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $46,831 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,146,534 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,263,725 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,164,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,282,038 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,146,534 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,749 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,442 | OtherIncreasesAmt |
| Subtotal | $2,263,725 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,263,725 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARTER TRUST 1099 B - ST | P | $334,248 | $340,827 | -$6,579 | -$6,579 |
| CHARTER TRUST 1099B - LT | P | $209,109 | $166,929 | $42,180 | $42,180 |
| CHARTER TRUST 1099B - LT BOX D | P | $127,996 | $38,297 | $89,699 | $89,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $125,300 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,166 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,166 | SubtotalAmt |
| Tax Based On Investment Income | $2,166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $934 | OverpaymentAmt |
| Applied To ES Tax | $934 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SANDWICHHISTORICAL.ORG | WebsiteAddressTxt |
| Individual With Books | JON TAYLOR | IndividualWithBooksNm |
| Phone | 6032846269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MAPLE STREET | AddressLine1Txt |
| City | CENTER SANDWICH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 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 |
|---|---|---|---|---|---|---|---|---|
| GEOFFREY BURROWS | ||||||||
| PO BOX 7 17 GROVE STREET | CENTER SANDWICH | NH | 03227 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| DAVID PATRIDGE | ||||||||
| PO BOX 42 7 MAPLE STREET | CENTER SANDWICH | NH | 03227 | VICE PRESIDE | 2.00 | $0 | $0 | $0 |
| JON TAYLOR | ||||||||
| PO BOX 117 | NORTH SANDWICH | NH | 03259 | TREASURER | 2.00 | $0 | $0 | $0 |
| ADAM HEARD | ||||||||
| PO BOX 201 | CENTER SANDWICH | NH | 03227 | ASSISTANT TR | 2.00 | $0 | $0 | $0 |
| DAVID CRORY | ||||||||
| 204 RANGE ROAD | CENTER SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| H BENJAMIN BULLARD | ||||||||
| PO BOX 305 | CENTER SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SUE GREENE | ||||||||
| PO BOX 26 | CENTER SANDWICH | NH | 03227 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| NANCY HANSEN | ||||||||
| PO BOX 366 | CENTER SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HELEN INGALLS | ||||||||
| 1554 34TH STREET | WASHINGTON | DC | 20007 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| FRANZ NICOLAY | ||||||||
| 406 MT ISRAEL ROAD | SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ADAM NUDD-HOMEYER | ||||||||
| PO BOX 395 | CENTER SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KURT OLAFSEN | ||||||||
| 14 MOUNTAIN ROAD | SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHARLENE OUELLETTE | ||||||||
| 197 DALE ROAD | SANDWICH | NH | 03110 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DAN REIDY | ||||||||
| 139 WENTWORTH HILL RD | CENTER SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KEELY ROGERS | ||||||||
| 25 SHAKER JERRY ROAD | MOULTONBOROUGH | NH | 03254 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHY VITTUM | ||||||||
| PO BOX 433 | CENTER SANDWICH | NH | 03227 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO COLLECT AND PRESERVE THE MATERIAL CULTURE AND HISTORICAL RECORD OF THE TOWN OF SANDWICH, AND TO USE THESE RESOURCES IN SERVICE TO THE PUBLIC THROUGH EDUCATIONAL EXPERIENCES AND OUTREACH TO THE COMMUNITY. | Description1Txt |
| Expenses1 | $109,364 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,918,308 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,291,243 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,291,243 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,369 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,256,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $112,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,364 | ExpensesAndContributionsAmt |
| Charitable Assets Acquis Paid | $30,047 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $139,411 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $139,411 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $139,411 | RemainingDistriFromCorpusAmt |
| Total Corpus | $139,411 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $139,411 | CurrentYearAmt |
| Year1 | $82,237 | Year1Amt |
| Year2 | $80,531 | Year2Amt |
| Year3 | $107,346 | Year3Amt |
| Total | $409,525 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $139,411 | CurrentYearAmt |
| Year1 | $82,237 | Year1Amt |
| Year2 | $80,531 | Year2Amt |
| Year3 | $107,346 | Year3Amt |
| Total | $409,525 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $75,229 | CurrentYearAmt |
| Year1 | $70,047 | Year1Amt |
| Year2 | $64,031 | Year2Amt |
| Year3 | $63,035 | Year3Amt |
| Total | $272,342 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,395 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,916 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,991 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $125,300 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,372 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $195 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $45,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $131,518 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,425 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| ACCOUNTING AND AUDITING | $1,800 | $1,800 |
| PAYROLL AND BOOKKEEPING | $1,119 | $1,119 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year Depreciation | $214,534 | PriorYearDepreciationAmt |
| Current Year Expense | $22,039 | CurrentYearExpenseAmt |
| Adjusted Net Income | $22,039 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHURCH & DWIGHT 5.6% | $29,905 | $32,146 |
| EQUINOR ASA 2.5% | $14,789 | $14,983 |
| INTEL 5.125% | $29,119 | $31,112 |
| ISHARES 1-5 YR INV GR CORP BONF ETF | $45,058 | $44,763 |
| ISHARES 5-10 YR INV GR CORP BOND ETF | ||
| MARSH & MCLENNAN 5.75% | $29,709 | $32,314 |
| METLIFE FLOATING 5.74% | $21,014 | $20,722 |
| NORFOLK SOUTHERN | ||
| PUBLIC STORAGE 5.125% | $29,424 | $30,955 |
| UNITED HEALTH GROUP | $29,269 | $31,776 |
| US BANCORP 1.45% 12 MAY 2025 | $40,061 | $38,075 |
| US BANCORP FLOATING 4.67914% | $21,068 | $21,305 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (69 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $10,375 | $16,510 |
| ACCENTCURE PLC | $23,821 | $25,967 |
| ADOBE | $12,700 | $28,040 |
| ADVANCE MICRO SYSTEMS | $10,240 | $14,741 |
| AIR PRODUCTS | $11,641 | $14,511 |
| AKAMAI TECHNOLOGIES | $14,268 | $14,794 |
| ALPHABET | $5,505 | $46,796 |
| AMAZON | $15,191 | $40,872 |
| AMERICAN TOWER | $22,913 | $22,020 |
| APPLE COMPUTER | $335 | $46,015 |
| ARISTA NETWORKS | $9,376 | $11,775 |
| AVALON BAY COMMUNITIES | ||
| BAKER HUGHES | $9,984 | $12,476 |
| BANK OF AMERICA | $26,468 | $19,293 |
| BERKSHIRE HATHAWAY | $13,336 | $24,253 |
| BOOKER HOLDINGS | $11,841 | $17,736 |
| CHEVRON | $20,286 | $25,357 |
| CHUBB LTD | $20,579 | $21,922 |
| CISCO SYSTEMS | $27,737 | $22,582 |
| CODNIZANT TECHNOLOGIES | ||
| COMCAST | $30,875 | $26,705 |
| COSTCO WAREHOUSE | $6,230 | $13,202 |
| DANAHER CORP | $1,436 | $18,276 |
| DOLLAR TREE | $13,673 | $13,353 |
| DOMINION RESOURCES | ||
| DOVER CORP | ||
| EATON | $10,329 | $15,172 |
| DOVER CORP | $10,702 | $12,081 |
| EXXON MOBIL CORP | $5,240 | $21,896 |
| FEDEX | $18,383 | $29,345 |
| GE TECHNOLOGIES | $10,658 | $11,598 |
| HOME DEPOT | $13,869 | $11,783 |
| HORIZON THERAPUTICS | ||
| INTERNATIONAL BUSINESS MACHINES | $11,167 | $11,285 |
| INTERNATIONAL EXCHANGE | $22,869 | $26,713 |
| I SHARES BIOTECHNOLOGY ETF | $21,437 | $22,144 |
| ISHARES CORE S&P SMALLCAP ETF | $7,740 | $37,887 |
| ISHARES S&P MIDCAP 400 INDEX FD | $18,088 | $51,550 |
| JP MORGAN CHASE | $9,586 | $40,654 |
| KINDER MORGAN | $9,922 | $9,808 |
| L3 HARRIS TECHNOLOGIES | $23,245 | $23,800 |
| LAM RESEARCH | $22,631 | $36,030 |
| MATERIALS SELECT SPDR | $22,774 | $22,839 |
| MEDTRONICS | $20,926 | $21,995 |
| MICROSOFT CORP | $4,981 | $68,063 |
| NEXTERA ENERGY INC (FPL GROUP) | $1,617 | $16,157 |
| NIKE | $1,017 | $9,337 |
| NOVO NORDISK A/S | $10,310 | $31,863 |
| NVIDIA | ||
| ON SEMICONDUCTER | $10,850 | $14,033 |
| PARKER HANNIFIN | $19,025 | $31,788 |
| PACCAR INC. | $14,308 | $24,120 |
| PALO ALTO NETWORKS | $11,074 | $10,616 |
| PEPSICO | $22,125 | $21,909 |
| PROCTER & GAMBLE | $8,094 | $22,128 |
| QUALCOMM | ||
| SEALED AIR CORP | ||
| SPDR TECHNOLOGY CENTER | ||
| STARBUCKS | $20,805 | $16,802 |
| UNILEVER | $10,038 | $10,860 |
| UNITED HEALTH GROUP | $20,062 | $19,479 |
| UTILITIES SELECT SPDR | $11,364 | $11,336 |
| VANGUARD DEV MKTS ETF | $109,627 | $111,559 |
| VANGUARD EMERG MKTS ETF | $29,505 | $25,482 |
| VERIZON | $26,255 | $20,622 |
| VESTAS WIND SYSTEMS | ||
| WALMART | $22,105 | $24,593 |
| WALT DISNEY | $25,275 | $19,232 |
| ZIMMER HOLDINGS | $20,175 | $21,906 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $214,746 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $216,590 | USGovtObligationsEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| OFFICE EQUIPMENT | $14,719 | $14,719 | $14,719 | |
| FURNITURE & FIXTURES | $21,076 | $21,076 | $21,076 | |
| BUILDINGS & IMPROVEMENTS | $906,349 | $509,567 | $906,349 | $396,782 |
| LAND | $5,638 | $5,638 | $5,638 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANTIQUES & DOCUMENTS | Desc |
| BOY Book Value | $38,220 | BOYBookValueAmt |
| EOY Book Value | $38,220 | EOYBookValueAmt |
| EOYFMV | $38,220 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| INSURANCE | $14,198 | $14,198 |
| OFFICE EXPENSE | $3,995 | $3,995 |
| PUBLICATIONS | $2,773 | $2,773 |
| TECHNOLOGY | $1,257 | $1,257 |
| EXHIBITS | $1,159 | $1,159 |
| DEVELOPMENT | $841 | $841 |
| EDUCATION | $275 | $275 |
| COLLECTIONS | $5,912 | $5,912 |
| PUBLIC RELATIONS | $543 | $543 |
| ORGANIZATIONAL MATERIALS | $333 | $333 |
| TRUSTEE EXPENSES | $162 | $162 |
| CUSTODIAL | $220 | $220 |
| ANNUAL FILING FEE | $75 | $75 |
| BANK CHARGES | $70 | $70 |
| ARCHIVES & LIBRARY | $7,506 | $7,506 |
| MUSEUM EQUIPMENT | $157 | $157 |
| MISCELLANEOUS | -$14 | -$14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| MEMBERSHIP DUES | $7,395 | $7,395 |
| MISCELLANEOUS INCOME | $195 | $195 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN RESTRICTED | Desc |
| Amt | $2,442 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUZITA MYERS SCHNEIDER FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $21,221 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $13,971 | Amt |
| Net Investment Income | $13,971 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,971 | AdjustedNetIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MUSEUM STORE, PUBLICATIONS | CategoryTxt |
| Gross Sales | $6,868 | GrossSalesAmt |
| Cost Of Goods Sold | $8,240 | CostOfGoodsSoldAmt |
| Net | -$1,372 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $1,400 | $1,400 | $1,400 | |
| PROPERTY TAX | $799 | $799 |
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