LYNCH FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LYNCH FAM CHARITABLE FOUNDATION (EIN 01-0561381)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-05
- IRS object ID
- 202310959349100411
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-05T12:24:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020383073 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 Elm Street Suite 302 | AddressLine1Txt |
| City | Manchester | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010561381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Lynch Family Charitable Foundation | BusinessNameLine1Txt |
| Business Name Line2 | John H Lynch | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LYNC | BusinessNameControlTxt |
| Phone | 6036262233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Watchtower Road | AddressLine1Txt |
| City | Hopkinton | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03229 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John H Lynch | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 6036262233 | PhoneNum |
| Signature | 2023-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | John | PersonFirstNm |
| Person Last | Lynch | 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 | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 6036262200 | PhoneNum |
| Preparation | 2023-03-28 | 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 | 2022 | 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 | $3,503,638 | 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 | $3,950 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,988 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,988 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,020 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,408,919 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,937 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $117,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,945 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,312 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,595 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,595 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,400 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $615 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $75 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,616 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $184,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $184,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $220,978 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,616 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $187,577 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$103,083 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $85,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $19,991 | CashBOYAmt |
| Cash EOY | $128,272 | CashEOYAmt |
| Cash EOYFMV | $128,272 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $324,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $296,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $296,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,637,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,813,775 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,813,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $446,665 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $262,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $262,654 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $2,092 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,215 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,215 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,430,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,503,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,503,638 | 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 | $4,430,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,503,638 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,430,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,503,638 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,430,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,503,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,430,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$103,083 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,326,998 | SubtotalAmt |
| Other Decreases | $823,360 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,503,638 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $1,408,555 | $1,341,982 | $66,573 | $66,573 |
| Capital Gains Dividends | P | $364 | $364 | $364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,937 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,814 | OverpaymentAmt |
| Applied To ES Tax | $2,814 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6036262233 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Watchtower Road | AddressLine1Txt |
| City | Hopkinton | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John H Lynch | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Watchtower Road | AddressLine1Txt |
| City | Hopkinton | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $3,497,151 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,799,184 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,799,184 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,742,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $187,110 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $187,110 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,186 | TotalTaxAmt |
| Distributable Before Adj | $185,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $100 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $187,577 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $187,577 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $184,444 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $187,577 | QualifyingDistributionsAmt |
| Applied To Year1 | $184,444 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,133 | 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 | $182,891 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Academy of Pediatrics | |||||||
| 345 Park Boulevard | Itasca | IL | 60143 | N/A | PC | General Operating Support | $500 |
| Boys & Girls Club of Concord | |||||||
| 55 Bradley Street | Concord | NH | 03301 | N/A | PC | General Operating Support | $10,000 |
| Boys & Girls Club of Manchester | |||||||
| 555 Union Street | Manchester | NH | 03104 | N/A | PC | General Operating Support | $1,000 |
| Capitol Center for the Arts | |||||||
| 44 S Main Street | Concord | NH | 03301 | N/A | PC | General Operating Support | $1,000 |
| Chabad of Shrewsbury and UMASS Medical School Inc (UMass Medical School) | |||||||
| 333 South Street | Shrewsbury | MA | 01545 | N/A | PC | General Operating Support | $5,000 |
| Concord Community Music School | |||||||
| 23 Wall Street | Concord | NH | 03301 | N/A | PC | General Operating Support | $1,000 |
| Currier Museum of Art | |||||||
| 150 Ash Street | Manchester | NH | 03104 | N/A | PC | General Operating Support | $12,000 |
| Granite United Way | |||||||
| 22 Concord Street 2nd Floor | Manchester | NH | 03104 | N/A | PC | General Operating Support | $67,000 |
| Hopkinton High School | |||||||
| 297 Park Avenue | Hopkinton | NH | 03229 | N/A | GOV | Project Graduation and General Operating Support | $1,100 |
| Hopkinton Woman's Club | |||||||
| PO Box 24 | Hopkinton | NH | 03229 | N/A | PC | General Operating Support | $100 |
| Manchester Historical Association | |||||||
| 129 Amherst Street | Manchester | NH | 03101 | N/A | PC | General Operating Support | $250 |
| Mount Holyoke College | |||||||
| 50 College Streer | South Hadley | MA | 01075 | N/A | PC | General Operating Support | $10,100 |
| New Hampshire Antiquarian Society (Hopkinton Historical Society) | |||||||
| 300 Main Street | Hopkinton | NH | 03229 | N/A | PC | General Operating Support | $100 |
| New Hampshire Charitable Foundation | |||||||
| 37 Pleasant Street | Concord | NH | 03301 | N/A | PC | General Operating Support | $50,000 |
| New Hampshire Coalition Against Domestic & Sexual Violence | |||||||
| PO Box 353 | Concord | NH | 03302 | N/A | PC | General Operating Support | $1,000 |
| New Hampshire Healthcare Workers for Climate Action | |||||||
| PO Box 426 | Manchester | NH | 03105 | N/A | PC | General Operating Support | $500 |
| New York Road Runners | |||||||
| 156 West 56th Street 5th floor | New York | NY | 03229 | N/A | PC | General Operating Support | $4,290 |
| Palace Theatre | |||||||
| 80 Hanover Street | Manchester | NH | 03101 | N/A | PC | General Operating Support | $2,500 |
| Plymouth State University | |||||||
| 17 High Street | Plymouth | NH | 03264 | N/A | GOV | General Operating Support | $1,000 |
| Pope Memorial SPCA of Concord Merrimack County | |||||||
| 94 Silk Farm Road | Concord | NH | 03301 | N/A | PC | General Operating Support | $100 |
| Riverbend Community Mental Health Inc | |||||||
| PO Box 2032 | Concord | NH | 03302 | N/A | PC | General Operating Support | $200 |
| St George Greek Orthodox Cathedral | |||||||
| 650 Hanover Street | Manchester | NH | 03104 | N/A | PC | General Operating Support | $2,500 |
| St Paul's School - ASP | |||||||
| 325 Pleasant Street | Concord | NH | 03301 | N/A | PC | General Operating Support | $5,000 |
| Synagogue Council of Massachusetts Inc | |||||||
| 1320 Centre Street | Newton | MA | 02459 | N/A | PC | General Operating Support | $250 |
| Town of Hopkinton | |||||||
| 330 Main Street | Hopkinton | NH | 03229 | N/A | GOV | Hopkinton Human Services and Fire Department | $1,500 |
| United States Fund for UNICEF | |||||||
| 125 Maiden Lane 10th Floor | New York | NY | 10038 | N/A | PC | General Operating Support | $1,000 |
| Upper Valley Habitat for Humanity | |||||||
| PO Box 1038 | White River Junction | VT | 05001 | N/A | PC | General Operating Support | $5,000 |
| Weare Animal Guardians (WAG) | |||||||
| PO Box 572 | Weare | NH | 03281 | N/A | PC | General Operating Support | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $184,190 | 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 | $1,988 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,937 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,945 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,945 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John H Lynch | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 Watchower Road | AddressLine1Txt |
| City | Hopkinton | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03229 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,950 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting & Tax Services | CategoryTxt |
| Amt | $6,625 | Amt |
| Net Investment Income | $3,313 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,312 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15482.313 shs GS Short Duration Bond Fund | $144,760 | $144,760 |
| 13597.9966 shs GS High Yield Floating Rate Fund | $117,894 | $117,894 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 910 shs KBE | $41,087 | $41,087 |
| 2326 shs IVV | $893,672 | $893,672 |
| 1196 shs SPY | $457,386 | $457,386 |
| 58.600 shs GSYPX | $2,459 | $2,459 |
| 1293.998 shs GMNPX | $37,565 | $37,565 |
| 150000 shs Bank of Nova Scotia (BNSINF1) | $141,201 | $141,201 |
| 64000 shs Bank of Nova Scotia (BNSRUJE1) | $56,467 | $56,467 |
| 104000 shs UBS AG (OUSPX068) | $94,401 | $94,401 |
| 209000 shs National Bank of Canada (NBCRUTF1) | $194,863 | $194,863 |
| 195000 shs JPMorgan Chase & Co. (OJSPX256) | $174,662 | $174,662 |
| 191000 shs BNP Paribas (OBSPX106) | $167,774 | $167,774 |
| 56000 shs National Bank of Canada (NBCSPF02) | $53,430 | $53,430 |
| 1352 shs VEA | $56,743 | $56,743 |
| 1537.315 shs GGDPX | $16,787 | $16,787 |
| 2101.049 shs GCEPX | $24,708 | $24,708 |
| 87 shs TEAM | $11,195 | $11,195 |
| 34 shs EPAM | $11,143 | $11,143 |
| 26 shs LULU | $8,330 | $8,330 |
| 7 shs MTD | $10,118 | $10,118 |
| 59 shs RMD | $12,280 | $12,280 |
| 67 shs FERG | $8,507 | $8,507 |
| 51 shs ACN | $13,609 | $13,609 |
| 775 shs ADYEY | $10,657 | $10,657 |
| 311 shs AAGIY | $13,835 | $13,835 |
| 191 shs ALC | $13,093 | $13,093 |
| 54 shs AON | $16,208 | $16,208 |
| 30 shs ASMIY | $7,545 | $7,545 |
| 26 shs ASML | $14,206 | $14,206 |
| 219 shs AZN | $14,848 | $14,848 |
| 628 shs ATLKY | $7,419 | $7,419 |
| 277 shs CP | $20,661 | $20,661 |
| 132 shs CSLLY | $12,880 | $12,880 |
| 98 shs DSDVY | $7,711 | $7,711 |
| 117 shs EVVTY | $11,402 | $11,402 |
| 469 shs EXPGY | $15,870 | $15,870 |
| 67 shs RACE | $14,353 | $14,353 |
| 363 shs IBN | $7,946 | $7,946 |
| 62 shs ICLR | $12,044 | $12,044 |
| 239 shs LSRCY | $7,878 | $7,878 |
| 35 shs LNNGY | $7,595 | $7,595 |
| 121 shs LZAGY | $5,926 | $5,926 |
| 78 shs LVMUY | $11,320 | $11,320 |
| 113 shs NSRGY | $13,086 | $13,086 |
| 136 shs NVO | $18,406 | $18,406 |
| 239 shs PRNDY | $9,374 | $9,374 |
| 463 shs FRANCE & SBGSY | $12,919 | $12,919 |
| 428 shs SXYAY | $10,256 | $10,256 |
| 60 shs STE | $11,081 | $11,081 |
| 77 shs TRI | $8,783 | $8,783 |
| 61 shs WCN | $8,086 | $8,086 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Income | Desc |
| BOY Book Value | $2,092 | BOYBookValueAmt |
| EOY Book Value | $2,215 | EOYBookValueAmt |
| EOYFMV | $2,215 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss on Investments | Desc |
| Amt | $823,360 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Bank Fees | $93 | $93 | $0 |
| NH Filing Fees | $75 | $0 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees - Goldman Sachs | CategoryTxt |
| Amt | $24,595 | Amt |
| Net Investment Income | $24,595 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes | $615 | $615 | $0 |
| Federal Income Tax | $4,785 | $0 | $0 |
Comments