GREENSPAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GREENSPAN FOUNDATION (EIN 02-6008379)
- Tax period
- 2022-06-01 to 2023-05-31
- Filed
- 2023-10-10
- IRS object ID
- 202322839349101307
- 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
- Expenditure Responsibility Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T13:00:19-05:00 | ReturnTs |
| Tax Period End | 2023-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 YARD STREET SUITE 200 | AddressLine1Txt |
| City | Grandview Heights | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026008379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENSPAN FOUNDATION 5223318 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 6174411548 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET 18TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL G SCHIFFMAN | PersonNm |
| Person Title | CO - TRUSTEE | PersonTitleTxt |
| Phone | 6174411548 | PhoneNum |
| Signature | 2023-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YVONNE Y DONALDSON | PreparerPersonNm |
| PTIN | P00043705 | PTIN |
| Phone | 6142327013 | PhoneNum |
| Preparation | 2023-09-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $3,349,381 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $82,635 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,885 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259,189 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $738,008 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $259,189 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $268 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $342,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $23,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,542 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $630 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $615 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,668 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $202,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $139,502 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $307,249 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,175 | CashBOYAmt |
| Cash EOY | $3,000 | CashEOYAmt |
| Cash EOYFMV | $3,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $243,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,971 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,971 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $238,262 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $224,360 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $204,138 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,319,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,378,434 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,265,042 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $476,165 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $674,107 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $618,450 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $95,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,908 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,780 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,407,696 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,541,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,349,381 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,407,696 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,541,780 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,407,696 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,407,696 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,541,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,407,696 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $139,502 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,458 | OtherIncreasesAmt |
| Subtotal | $2,548,656 | SubtotalAmt |
| Other Decreases | $6,876 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,780 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 233. AMAZON.COM INC | 2022-06-24 | $26,689 | $8,814 | $17,875 | $17,875 | ||
| 526. APPLE COMPUTER INC | 2022-06-24 | $73,623 | $5,082 | $68,541 | $68,541 | 2010-06-23 | |
| 678. BANK OF AMERICA CORPORATION | 2022-09-06 | $22,235 | $23,768 | -$1,533 | -$1,533 | ||
| 626. BANK OF AMERICA CORPORATION | 2023-03-30 | $17,678 | $19,966 | -$2,288 | -$2,288 | ||
| 13. BOOKING HOLDINGS INC | 2022-09-06 | $23,433 | $27,435 | -$4,002 | -$4,002 | 2021-12-03 | |
| 139. DANAHER CORP | 2022-06-24 | $35,505 | $6,659 | $28,846 | $28,846 | ||
| 230. DISNEY WALT CO | 2022-12-21 | $20,090 | $31,468 | -$11,378 | -$11,378 | 2019-08-28 | |
| 2304.109 PARAM COMM STRAT FD CLASS I | 2022-08-02 | $16,590 | $16,474 | $116 | $116 | 2022-02-23 | |
| 12716.488 PARAM COMM STRAT FD CLASS I | 2022-08-02 | $91,559 | $75,790 | $15,769 | $15,769 | 2021-04-05 | |
| 134. META PLATFORMS INC-CLASS A | 2022-06-24 | $22,568 | $16,803 | $5,765 | $5,765 | 2016-08-05 | |
| 3500. FIDELITY CONSERV INC BND | 2023-03-21 | $35,000 | $35,175 | -$175 | -$175 | 2019-11-04 | |
| 125. FIRST REPUBLIC BANK/CA | 2022-11-09 | $14,025 | $12,639 | $1,386 | $1,386 | 2019-02-13 | |
| 370.375 GUGGENHEIM TOT RET BND-INST | 2023-05-09 | $8,782 | $9,104 | -$322 | -$322 | 2022-08-22 | |
| 85. LOWES COS INC | 2022-09-06 | $16,350 | $6,021 | $10,329 | $10,329 | 2015-06-03 | |
| 209. MICROSOFT CORP | 2022-06-24 | $55,154 | $7,206 | $47,948 | $47,948 | ||
| 85. NVIDIA CORP | 2022-09-06 | $11,458 | $20,697 | -$9,239 | -$9,239 | 2022-02-04 | |
| 85. PNC BANK CORP | 2023-02-28 | $13,418 | $6,346 | $7,072 | $7,072 | ||
| 135. PIONEER NATURAL RESOURCES CO | 2023-03-30 | $27,230 | $20,105 | $7,125 | $7,125 | 2021-02-26 | |
| 152. PROCTER & GAMBLE CO | 2023-02-28 | $20,946 | $21,164 | -$218 | -$218 | ||
| 514. REGIONS FINANCIAL CORP | 2023-03-30 | $9,387 | $11,568 | -$2,181 | -$2,181 | 2022-11-09 | |
| 2039.022 T ROWE PR INST FLTNG RT-INST | 2023-03-21 | $18,718 | $19,860 | -$1,142 | -$1,142 | 2021-03-30 | |
| 170. UNION PAC CORP | 2022-12-21 | $35,401 | $23,959 | $11,442 | $11,442 | ||
| 194. UNION PAC CORP | 2023-01-13 | $41,342 | $15,633 | $25,709 | $25,709 | ||
| 56. UNITED HEALTH GROUP | 2023-02-28 | $26,865 | $7,848 | $19,017 | $19,017 | 2016-08-24 | |
| 129. VISA INC-CLASS A SHARES | 2023-03-30 | $28,688 | $2,838 | $25,850 | $25,850 | 2011-09-22 | |
| 328. MEDTRONIC PLC | 2022-12-21 | $25,250 | $26,397 | -$1,147 | -$1,147 | 2017-04-18 | |
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P | |||||
| CAPITAL GAIN DIVIDENDS | $24 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $259,189 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,271 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,271 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,271 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,594 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,594 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $60 | EsPenaltyAmt |
| Tax Due | $2,737 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174411548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 18TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jill G Schiffman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Rip Road | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President, Treasurer, Secretary | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,000 | CompensationAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,101,939 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $272,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,374,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,374,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,617 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,323,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $166,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $166,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,271 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,271 | TotalTaxAmt |
| Distributable Before Adj | $161,921 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $161,921 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $161,921 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $171,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,921 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,182 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,822 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,244 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $161,921 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $56,073 | 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 | $1,128 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,945 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,680 | ExcessFromYear4Amt |
| Excess From Year3 | $13,182 | ExcessFromYear3Amt |
| Excess From Year2 | $11,822 | ExcessFromYear2Amt |
| Excess From Year1 | $12,432 | ExcessFromYear1Amt |
| Excess From Current Year | $9,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAMBRIDGE TRUST CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 ELM ST STE 201 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6033695107 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS AND ORGANIZATIONAL BACKGROUND | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| UPPER VALLEY TRAILS ALLIANCE | ||||||||
| 326 MAIN ST | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | ||||||||
| 10 CAMPBELL ST | lEBANON | NH | 03766 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NHPR | ||||||||
| 2 PILLSBURY ST STE 600 | Concord | NH | 03301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT S | ||||||||
| 434 LAKE AVE | Manchester | NH | 03103 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DARTMOUTH COLLEGE | ||||||||
| 207 PARKHURST HALL | Hanover | NH | 03755 | NONE | PC | GENERAL OPERATING | $2,000 | |
| GOATLANDIA FARM ANIMALS SANCTUARY | ||||||||
| 2336 OLIVET LANE | Santa Rosa | CA | 95401 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CURRIER MUSEUM OF ART | ||||||||
| 150 ASH ST | Manchester | NH | 03104 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CAPTAINS FOR OPEN WATER | ||||||||
| 2031 JACKSON STREET | Fort Jackson | FL | 33901 | NONE | PC | GENERAL OPERATING | $1,000 | |
| VOLUNTEER FLORIDA FOUNDATION | ||||||||
| 1545 RAYMOND DIEHL RD STE 250 | Tallahassee | FL | 32308 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SONRISAS DENTAL HEALTH | ||||||||
| 430 N EL CAMINO REAL | SAN MATEO | CA | 94401 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COLBY SAWYER COLLEGE ANNUAL FUND | ||||||||
| 541 MAIN ST | New London | NH | 032579958 | NONE | PC | GENERAL OPERATING | $6,000 | |
| NEW LONDON HOSPITAL | ||||||||
| 273 COUNTY RD | New London | NH | 032577700 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE WEBSTER HOUSE | ||||||||
| 135 WEBSTER STREET | Manchester | NH | 03104 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MOORE CENTER SERVICES GARDEN PARTY | ||||||||
| 195 MCGREGOR ST SUITE 400 | Manchester | NH | 03102 | NONE | PC | GENERAL OPERATING | $1,500 | SPONSORSHIP |
| BREAKTHROUGH MANCHESTER | ||||||||
| 2108 RIVER ROAD | Manchester | NH | 03104 | NONE | PC | GENERAL OPERATING | $1,000 | AT THE DERRYFIELD SCHOOL |
| CAMPAIGN FOR LEGAL SERVICES | ||||||||
| 117 NORTH STATE ST | Concord | NH | 03301 | NONE | PC | GENERAL OPERATING | $1,000 | CO |
| WISE | ||||||||
| 38 BANK STREET | Lebanon | NH | 03766 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UPPER VALLEY JEWISH Community PROJECT | ||||||||
| 5 OCCOM RIDGE | Hanover | NH | 03755 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CAREGIVERS | ||||||||
| 19 HARVEY ROAD | Bedford | NH | 03110 | NONE | PC | GENERAL OPERATING | $500 | |
| Amoskeag Health | ||||||||
| 145 HOLLIS STREET 2ND FLOOR | Manchester | NH | 03101 | NONE | PC | GENERAL | $1,000 | |
| CIRCLE PROGRAM | ||||||||
| 85 MAIN ST POBOX 815 | Plymouth | NH | 03264 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PPNNE | ||||||||
| 128 LAKESIDE AVE SUITE 301 | Burlington | VT | 05401 | NONE | PC | GENERAL OPERATING | $6,000 | |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVE | White River Jct | VT | 05001 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GOOD NEIGHBOR HEALTH CLINIC | ||||||||
| 70 NORTH MAIN ST | White River Junction | VT | 05001 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE SHARON ACADEMY | ||||||||
| POBOX 207 | SHARON | MA | 05065 | NONE | PC | GENERAL OPERATING | $2,000 | |
| CASTING FOR RECOVERY | ||||||||
| POBOX 1123 3738 MAIN ST | Manchester | VT | 05254 | NONE | PC | GENERAL OPERATING | $1,000 | |
| VITAL COMMUNITIES | ||||||||
| 195 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SMITH COLLEGE FUND | ||||||||
| POBOX 340029 | Boston | MA | 022410429 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JEWISH WOMEN'S ARCHIVE | ||||||||
| 1 HARVARD ST SUITE 200 | Brookline | MA | 02445 | NONE | PC | GENERAL OPERATING | $1,000 | |
| YMCA CAMP CONISTON | ||||||||
| POBOX 185 | Grantham | NH | 03753 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHERN STAGE | ||||||||
| POBOX 4287 | White River Jct | VT | 05001 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ACCELERATED CURE FOR MS | ||||||||
| 460 TOTTENHAM POND RD SUITE 140 | Waltham | MA | 024519827 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COMPASSIONATE CARE ALS | ||||||||
| POBOX 1052 | West Falmouth | MA | 02574 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COLUMBIA UNIVERSITY TEACHERS | ||||||||
| BOX 306 525 WEST 120TH ST | New York | NY | 100276696 | NONE | PC | GENERAL OPERATING | $1,000 | COLLEGE |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 40 COURT STREET | Boston | MA | 021082202 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET | Washington | DC | 20005 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NATIONAL MS - NO CA CHAPTER | ||||||||
| 1700 OWEN ST - SUITE 190 | San Francisco | CA | 94158 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE WILD CENTER | ||||||||
| 45 MUSEUM DRIVE | Tupper Lake | NY | 12986 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DAVID'S HOUSE | ||||||||
| 461 MT SUPPORT RD POBOX 660 | Lebanon | NH | 03766 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AUSBON SARGENT LAND PRESERVATION | ||||||||
| 71 PLEASANT STREET | NEWLONDON | NH | 03257 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FIRST (CO DEKA CORP) | ||||||||
| 200 BEDFORD ST | Manchester | NH | 03101 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||||
| POBOX 5054 | West Lebanon | NH | 03784 | NONE | PC | GENERAL OPERATING | $500 | |
| DARTMOUTH HEALTH | ||||||||
| 1 MEDICAL CENTER DR | LEBANON | NH | 03756 | NONE | PC | GENERAL | $4,000 | FRIENDS OF DARTMOUTH CANCER CENTER |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW NO 8TH FL | Washington | DC | 20036 | NONE | PC | GENERAL | $1,000 | |
| NEW HORIZONS MANCHESTER SOUP | ||||||||
| 199 MANCHESTER ST POBOX 691 | Manchester | NH | 031050691 | NONE | PC | GENERAL OPERATING | $1,000 | KITCHEN |
| PALACE THEATRE TRUST | ||||||||
| 80 HANOVER ST | Manchester | NH | 03101 | NONE | PC | GENERAL OPERATING | $750 | |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||||
| 1 MONTSHIRE DRIVE | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $2,000 | |
| MAYHEW PROGRAM | ||||||||
| POBOX 120 | Bristol | NH | 03222 | NONE | PC | GENERAL OPERATING | $1,000 | |
| Muttville | ||||||||
| PO BOX 410207 | San Francisco | CA | 94141 | NONE | PC | GENERAL | $1,000 | |
| BOB WOODRUFF FOUNDATION | ||||||||
| 1350 BROADWAY SUITE 905 | New York | NY | 10018 | NONE | PC | GENERAL OPERATING | $1,000 | |
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||
| PO BOX 3886 | New York | NY | 10163 | NONE | PC | GENERAL | $2,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 65NEW YORK AVEN NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BOYS & GIRLS CLUB OF NNH | ||||||||
| POBOX 111 | Littleton | NH | 03561 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UCSF Foundation | ||||||||
| PO BOX 45339 | SAN FRANCISCO | CA | 941450339 | NONE | PC | GENERAL | $1,000 | |
| NEW LONDON BARN PLAYHOUSE | ||||||||
| POBOX 9 | New London | NH | 03257 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HILGOS FOUNDATION | ||||||||
| 406 WOODLAND RD | Highland Park | IL | 60035 | NONE | PF | GENERAL OPERATING | $1,000 | |
| GRASSROOT SOCCER | ||||||||
| POBOX 712 | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UPPER VALLEY SNOW SPORTS FOUNDATION | ||||||||
| 160 WHALEBACK MOUNTAIN ROAD | Enfield | NH | 03748 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ARTS4NH | ||||||||
| PO BOX 4176 | CONCORD | NH | 03302 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HIMELE | ||||||||
| 1296 AUWAIKU ST | Kailua | HI | 96734 | NONE | PC | GENERAL OPERATING | $2,000 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW NO 1100W | Washington | DC | 20005 | NONE | PF | GENERAL | $2,000 | |
| AMERICAN RED CROSS | ||||||||
| POBOX 9632 | Manchester | NH | 031089632 | NONE | PC | GENERAL OPERATING | $2,000 | |
| HOMES FOR OUR TROOPS | ||||||||
| 6 MAIN ST | Taunton | MA | 02780 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 200907166 | NONE | PC | GENERAL | $2,000 | |
| AMERICAN FURNITURE MASTERS INSTITUTE | ||||||||
| NH PRISON OUTREACH PROGRAM | Manchester | NH | 03108 | NONE | PC | GENERAL OPERATING | $2,000 | |
| LUCILE PACKARD CHILDREN'S HOSPITAL | ||||||||
| 400 HAMILTON AVE SUITE 340 | Palo Alto | CA | 94301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| BRI'S ADIRONDACK CENTER FOR LOON | ||||||||
| POBOX 195 | Ray Brook | NY | 12977 | NONE | PC | GENERAL OPERATING | $1,000 | CONSERVATION |
| Visiting Nurse and Hospice | ||||||||
| 88 PROSPECT ST | White River Junction | VT | 05001 | NONE | PF | GENERAL | $1,000 | |
| WAYPOINT | ||||||||
| 464 CHESTNUT ST | Manchester | NH | 03105 | NONE | PC | GENERAL OPERATING | $500 | |
| AVA-Gallery and Art Center | ||||||||
| 11 BANK STREET | Lebanon | NH | 03766 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE WAY GOLDEN GATE | San Francisco | CA | 94118 | NONE | PC | GENERAL OPERATING | $2,500 | |
| STANFORD UNIVERSITY CANCER DISCOVERY FUN | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GLIDE FOUNDATION | ||||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PENINSULA VOLUNTEERS INC | ||||||||
| 800 MIDDLE AVE | Menlo Park | CA | 94025 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AVENIDAS ROSE KLEINER SENIOR DAY | ||||||||
| 270 ESCUELA AVENUE | Mountain View | CA | 94040 | NONE | PC | GENERAL OPERATING | $1,000 | HEALTH CENTER |
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING | $1,000 | |
| EXPLORATORIUM | ||||||||
| PIER 17 SUITE 100 | San Francisco | CA | 94111 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MEALS ON WHEELS OF SAN FRANCISCO | ||||||||
| 1375 FAIRFAX AVENUE | San Francisco | CA | 94124 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LA COMIDA DE CALIFORNIA INC | ||||||||
| 450 BRYANT STREET | Palo Alto | CA | 94301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| RONALD MCDONALD HOUSE OF STANFORD | ||||||||
| 520 SAND HILL RD | Palo Alto | CA | 943042001 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SECOND HARVEST FOOD BANKS | ||||||||
| PO BOX 1240 | San Jose | CA | 951081240 | NONE | PC | GENERAL OPERATING | $3,000 | OF SAN MATEO & SANTA CLARA COUNTIES |
| California PACIFIC MEDICAL CENTER | ||||||||
| 2015 STEINER ST | San Francisco | CA | 94115 | NONE | PC | GENERAL OPERATING | $1,500 | FOUNDATION NICU |
| EASTSIDE PREP SCHOOL | ||||||||
| 1041 MYRTLE STREET EAST | Palo Alto | CA | 94303 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GIANTS COMMUNITY FUND | ||||||||
| 24 WILLIE MAYS PLAZA | San Francisco | CA | 94107 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HAWAII PREPARATORY ACADEMY | ||||||||
| 65-1692 KOHALA MOUNTAIN ROAD | KAMUELA | HI | 96743 | NONE | PC | GENERAL OPERATING | $3,000 | |
| TEMPLE ADATH YESHURUN | ||||||||
| 450 KIMBER ROAD | SYRACUSE | NY | 13224 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NEW HAMPSHIRE WOMEN'S FOUNDATION | ||||||||
| 18 LOW AVE SUITE 205 | CONORD | NH | 03301 | NONE | PC | GENERAL OPERATING | $5,000 | |
| WILLING HANDS | ||||||||
| 198 CHURCH STREET | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $1,500 | |
| NAACP LEGAL DEFENSE AND EDUCATION FUND | ||||||||
| 40 RECTOR STREET FIFTH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $1,000 | |
| JEWISH FEDERATION OF NEW HAMPSHIRE | ||||||||
| 66 HANOVER ST | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 616TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PENDRAGON THEATRE | ||||||||
| 15 BRANDY BRK | Saranac Lake | NY | 12983 | NONE | PC | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $259,189 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $342,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $342,092 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| HILGOS FOUNDATION | ||||||||
| 406 WOODLAND RD | HIGHLAND PARK | IL | 60035 | 2022-05-10 | $1,000 | CHARITABLE PURPOSE | No | 9/21/2021 |
| AMOSKEAG HEALTH | ||||||||
| 145 HOLLIS ST | MANCHESTER | NH | 03101 | 2022-05-10 | $1,000 | CHARITABLE PURPOSE | No | 9/27/2021 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX COST ADJUSTMENT | $5,175 |
| JUNE 2023 TRANS IN MAY 2023 | $1,701 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT & ACCOUNTING FEES (ALLOC | $2,648 | $2,648 | $0 |
| CUSTODIAN & MANAGEMENT FEES (A | $4 | $4 | $0 |
| ADR FEES | $16 | $16 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $268 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| JUNE 2022 TRANS IN MAY 2022 YR END | $433 |
| ROUNDING | $25 |
| ADJUST FOR MUSICORP DISTRIBUTION | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $23,542 | Amt |
| Net Investment Income | $23,542 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $540 | $540 | $0 |
| STATE INCOME TAXES - PRINCIPAL | $75 | $75 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $15 | $0 | $0 |
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