SAMUEL P HUNT FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SAMUEL P HUNT FOUNDATION (EIN 02-6004471)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202301299349104765
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-09T14:09:25-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020394333PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BIGELOW & COMPANY CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 COMMERCIAL STREETAddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN026004471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL P HUNT FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DOUGLAS A MC ININCH TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone6036271121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 CANAL STREET 710AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP031011517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS MCININCHPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6036271121PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastMCININCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE C MCKAYPreparerPersonNm
PTINP00294931PTIN
Phone6036277659PhoneNum
Preparation2023-05-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,876,755FMVAssetsEOYAmt
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$725InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$725InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$241,716DividendsRevAndExpnssAmt
Dividends Net Invst Incm$241,716DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$194,853NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,001,879GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$47,588TotalRevAndExpnssAmt
Total Net Invst Incm$242,441TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,600CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$14,400CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$18,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,940OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,940OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$64,835TaxesRevAndExpnssAmt
Taxes Net Invst Incm$64,835TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$62,304OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$59,043OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,261OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$190,079TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$166,168TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,911TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$526,004ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$526,004ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$716,083TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$166,168TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$549,915TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$668,495ExcessRevenueOverExpensesAmt
Net Investment Income$76,273NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$49,143SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$105,372SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$105,372SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$12,598,082OtherInvestmentsBOYAmt
Other Investments EOY$11,873,358OtherInvestmentsEOYAmt
Other Investments EOYFMV$11,771,383OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,647,225TotalAssetsBOYAmt
Total Assets EOY$11,978,730TotalAssetsEOYAmt
Total Assets EOYFMV$11,876,755TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$12,647,225RetainedEarningBOYAmt
Retained Earning EOY$11,978,730RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,647,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,978,730TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,647,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,978,730TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,647,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$668,495ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$11,978,730SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,978,730TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC CAPITAL MARKETSP$124,888$139,670-$14,782-$14,782
RBC CAPITAL MARKETSP$511,751$600,695-$88,944-$88,944
RBC CAPITAL MARKETSP$16,434,887$17,450,735-$1,015,848-$1,015,848
RBC CAPITAL MARKETSP$2,930,345$2,005,632$924,713$924,713
CAPITAL GAINS DIVIDENDSP$8$8$8
FieldValueIRS element (for citing)
Capital Gain Net Income-$194,853CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,060InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,060SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,060TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$38,243EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$38,243TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$37,183OverpaymentAmt
Applied To ES Tax$37,183AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHARI RIDLON SAMUEL P HUNT FOUNDAIndividualWithBooksNm
Phone6036271121PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 CANAL ST STE 710AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP031011517ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
DOUGLAS A MC ININCH
WALL ST TOWER 555 CANAL ST STE 710MANCHESTERNH03101CO-TRUSTEE5.00$12,000$0$0
JAMES C TYRIE
39 SMITH ROADBEDFORDNH03110CO-TRUSTEE5.00$12,000$0$0
GREGORY G HOOD
129 NORTH ADAMS STREETMANCHESTERNH03104CO-TRUSTEE5.00$12,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,472,787AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$261,135AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,733,922TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,733,922AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$191,009CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,542,913NetVlNoncharitableAssetsAmt
Minimum Investment Return$627,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$627,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,060TaxBasedOnInvestmentIncomeAmt
Total Tax$1,060TotalTaxAmt
Distributable Before Adj$626,086DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$626,086DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$626,086DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$549,915ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$549,915QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$626,086DistributableAsAdjustedAmt
Undistributed Income PY$45,641UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$549,915QualifyingDistributionsAmt
Applied To Year1$45,641AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$504,274AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$121,812UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSAMUEL P HUNT FOUNDATION ATTN DOUGLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1555 CANAL ST SUITE 710AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6036224052RecipientPhoneNum
Form And Info And MaterialsA COMPLETED GRANT APPLICATION AND A TAX EXEMPT STATUS LETTER SEE ATTACHMENT ON BACK OF TAX RETURN FOR GRANT APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 15 AND SEPTEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE 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. THE ORGANIZATION MUST BE LOCATED IN NH.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN INDEPENDENCE MUSEUM
1 GOVERNORS LANEEXETERNH03833PUBLIC5 SEALED ARCHIVAL MICROCLIMATE CASES$21,250
APPALACHIAN MOUNTAIN CLUB
5 JOY STREETBOSTONMA02108PUBLICCLIVUS MULTRUM TOILET AT GREENLEAF HUT$20,000
BREAKTHROUGH MANCHESTER-DERRYFIELD SCHOOL
2108 RIVER ROADMANCHESTERNH03104PUBLICSUMMER PROGRAM SUPPORT$15,000
FRONT DOOR AGENCY
7 CONCORD STNASUHANH03064PUBLICTRANSITIONAL HOUSING PROGRAM$10,000
GRANITE YMCA - MANCHESTER
117 MARKET STREETMANCHESTERNH03101PUBLICCAPITAL CAMPAIGN TO REPLACE OUTDOOR POOL$50,000
HAVERHILL LIBRARY ASSOCIATION
67 COURT STREETHAVERHILLNH03765PUBLICPHASE 2 OF REHAB PROJECT$10,000
KISMET ROCK FOUNDATION
PO BOX 1744NORTH CONWAYNH03860PUBLICPROGRAM SUPPORT$5,000
MANCHESTER BOYS AND GIRLS CLUB
555 UNION STREETMANCHESTERNH03104PUBLICCOMPLETION OF THE CAMP FOSTER PLAYGROUND$27,604
NH CHILDREN'S TRUST
10 FERRY STREET SUITE 307CONCORDNH03301PUBLICCONTINUATION OF NH FAMILY NOW PODCAST$5,000
SOCIETY FOR THE PROTECTION OF NH FORESTS
54 PORTSMOUTH STREETCONCORDNH03301PUBLICINST. OF GEOTHERMAL WELLS AT THE ROCKS$75,000
SYMPHONY NH
6 CHURCH STREETNASHUANH03060PUBLICLINK UP EDUCATION &ADOPT-A-SCHOOL PROGRAM$7,500
WEBSTER HOUSE
135 WEBSTER STREETMANCHESTERNH03104PUBLICPURCHASE & INSTALLATION OF FENCING$15,000
HUNDRED NIGHTS INC
PO BOX 833KEENENH03431PUBLICCAPITAL CAMPAIGN$25,000
CASA OF NH
PO BOX 1327MANCEHSTERNH03105PUBLICLEADERSHIP COACHING & SENIOR STAFF RETREAT$58,650
FUTURE IN SIGHT
25 WALKER STCONCORDNH03301PUBLICDIRECT PROGRAM COSTS$21,000
MANCHESTER POLICE ATHLETIC LEAGUE
409 BEECH STMANCEHSTERNH03103PUBLICCHALLENGE GRANT - SAFETY IMPROVEMENTS$25,000
MOFFAT-LADD HOUSE & GARDEN
154 MARKET STPORTSMOUTHNH03801PUBLICREPLACEMENT ROOD ON THE ELL$20,000
NASHUA SOUP KITCHEN & SHELTER
PO BOX 3116NASHUANH03061PUBLICCONSTRUCTION OF NEW EMERGENCY SHELTER$25,000
CENTER FOR NORTHERN WOODLANDS EDUCATION
PO BOX 270LYMENH03768PUBLICPURCHASE & INST OF WOOD PELLET BURNER$10,000
UPPER VALLEY HABITAT FOR HUMANITY
PO BOX 1038WHITE RIVER JUNCTIONVT05001PUBLICSHANON SARGEANT HOME IN LEBANON$25,000
FAMILY PROMISE OF SOUTHERN NH
PO BOX 450NASHUANH03061PUBLICSUPPORT OF THE RESIDENTIAL PROGRAM$5,000
STARTING POINT
PO BOX 1972CONWAYNH03818PUBLICCAPITAL CAMPAIGN FOR ADVOCACY CENTER$25,000
NEIGHBORWORKS OF SOUTHERN NH
PO BOX 3968MANCHESTERNH03105PUBLICRENEW II REDEVELOPMENT PROJECT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$526,004TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BEDFORD HISTORICAL SOCIETYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line124 N AMHERST STREETAddressLine1Txt
CityBEDFORDCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03110ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeADA COMPLIANT BATHROOMSGrantOrContributionPurposeTxt
Amt$5,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$725ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$241,716ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$194,853ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$47,588ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$47,588TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBOOKKEEPING FEESCategoryTxt
Amt$25,000Amt
Net Investment Income$18,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRBC SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$11,873,358BookValueAmt
EOYFMV$11,771,383EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NH FILING FEES$75$75$0
OFFICE EXPENSE$16,307$13,046$3,261
INVESTMENT MGMT FEES$45,639$45,639$0
RBC - OTHER LOSS$283$283$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,940Amt
Net Investment Income$1,940NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$64,835Amt
Net Investment Income$64,835NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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