TAMPOSI FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TAMPOSI FOUNDATION INC (EIN 02-0406826)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-10-16
- IRS object ID
- 202332899349100348
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-16T12:53:23-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020330274 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID E TULLY & ASSOCIATES PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 TRAFALGAR SQUARE SUITE 202 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020406826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMPOSI FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAMP | BusinessNameControlTxt |
| Phone | 6038832000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 TRAFALGAR SQUARE 602 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMUEL AUGUSTUS TAMPOSI MCOSKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6038832000 | PhoneNum |
| Signature | 2023-10-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMUEL | PersonFirstNm |
| Person Last | AUGUSTUS TAMPOSI MCO | 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 | DAVID E TULLY | PreparerPersonNm |
| PTIN | P00000857 | PTIN |
| Phone | 6038868885 | PhoneNum |
| Preparation | 2023-10-16 | 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 | $593,039 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,279 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,909 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,909 | 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 | $998 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $499 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $499 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $438 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $438 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,734 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,734 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $499 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,639 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $370 | CashBOYAmt |
| Cash EOY | $9,035 | CashEOYAmt |
| Cash EOYFMV | $9,035 | CashEOYFMVAmt |
| Other Investments BOY | $524,771 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $524,745 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $584,004 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $525,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $533,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $593,039 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $525,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $533,780 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $525,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $533,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $525,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $533,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $525,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,639 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $533,780 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $533,780 | 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS ST | P | $12,671 | $16,013 | -$3,342 | -$3,342 |
| FIDELITY INVESTMENTS LT | P | $106,608 | $81,962 | $24,646 | $24,646 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,304 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | 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 | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $167 | OverpaymentAmt |
| Applied To ES Tax | $167 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAMUEL AUGUSTUS TAMPOSI MCOSKER | IndividualWithBooksNm |
| Phone | 6038832000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 TRAFALGAR SQUARE SUITE 602 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAMUEL A TAMPOSI JR | ||||||||
| 39 INDIAN ROCK ROAD | NASHUA | NH | 03063 | VICE PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| STEPHEN A TAMPOSI | ||||||||
| 600 WEST TED WILLIAMS COURT | HERNANDO | FL | 34442 | TREASURER/DIRECTOR | 0.50 | $0 | $0 | $0 |
| DAVID E TULLY | ||||||||
| 20 TRAFALGAR SQUARE SUITE 202 | NASHUA | NH | 03063 | SECRETARY/DIRECTOR | 0.50 | $0 | $0 | $0 |
| SAMUEL AUGUSTUS TAMPOSI MCOSKER | ||||||||
| 20 TRAFALGAR SQUARE SUITE 602 | NASHUA | NH | 03063 | PRESIDENT/DIRECTOR | 0.50 | $0 | $0 | $0 |
| CELINA A TAMPOSI | ||||||||
| 20 TRAFALGAR SQUARE SUITE 602 | NASHUA | NH | 03063 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FAMILY PROMISE OF SOUTHERN NHHOMELESS FAMILY AID | Description1Txt |
| Expenses1 | $5,000 | Expenses1Amt |
| Description2 | FIND THE CAUSE BREAST CANCERMEDICAL RESEARCH | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
| Description3 | BOYS AND GIRLS CLUB OF CENTRAL NHFACILITIES FOR UNDERPRIVILEGED CHILDREN | Description3Txt |
| Expenses3 | $3,000 | Expenses3Amt |
| Description4 | BOYS AND GIRLS CLUB OF GREATER NASHUAFACILITIES FOR UNDERPRIVILEGED CHILDREN | Description4Txt |
| Expenses4 | $1,250 | Expenses4Amt |
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 | $591,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,470 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $593,894 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $593,894 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $584,986 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,249 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $393 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $393 | TotalTaxAmt |
| Distributable Before Adj | $28,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,856 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,599 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,638 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,638 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,961 | 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 | $14,895 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SAMUEL AUGUSTUS TAMPOSI MCOSKER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 TRAFALGAR SQUARE SUITE 602 | AddressLine1Txt |
| City | NASHUA | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6038832000 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BISHOP GUERTIN HIGH SCHOOL | |||||||
| 194 LUND ROAD | NASHUA | NH | 03060 | NONE | PUBLIC | UNRESTRICTED | $150 |
| BOYS AND GIRLS CLUB OF CENTRAL NH | |||||||
| 55 BRADLEY ST | CONCORD | NH | 03301 | NONE | PUBLIC | UNRESTRICTED | $3,000 |
| BOYS AND GIRLS CLUB OF GREATER NASHUA | |||||||
| 1 POSITIVE PLACE | NASHUA | NH | 03060 | NONE | PUBLIC | UNRESTRICTED | $1,250 |
| BREATHE NEW HAMPSHIRE | |||||||
| 145 HOLLIS ST UNIT C | MANCHESTER | NH | 03101 | NONE | PUBLIC | UNRESTRICTED | $250 |
| DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLIC | UNRESTRICTED | $100 |
| DEMPSEY CENTER | |||||||
| 29 LOWELL ST 5TH FLOOR | LEWISTON | ME | 04240 | NONE | PUBLIC | UNRESTRICTED | $600 |
| FAMILY PROMISE OF SOUTHERN | |||||||
| 3 CROWN ST BLDG B | NASHUA | NH | 03060 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| FIND THE CAUSE FOR BREAST CANCER | |||||||
| PO BOX 2112 | FRAMINGHAM | MA | 01703 | NONE | PUBLIC | UNRESTRICTED | $5,000 |
| HUMANE SOCIETY OF GREATER NASHUA | |||||||
| 24 FERRY ROAD | NASHUA | NH | 03064 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| JENNY FUND GOLF TOURNAMENT | |||||||
| 27 BRACKENWOOD DR | NASHUA | NH | 03062 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| NEW HAMPSHIRE AVIATION MUSEUM | |||||||
| 27 NAVIGATOR RD | LONDONDERRY | NH | 03053 | NONE | PUBLIC | UNRESTRICTED | $1,000 |
| TYLENE KIMBALL SCHOLARSHIP | |||||||
| 165 STOTT-FLANDERS | SANGERVILLE | ME | 04479 | NONE | PUBLIC | UNRESTRICTED | $250 |
| WA ALUMNI ASSOCIATION | |||||||
| 5601 NORTH FEDERAL HIGHWAY | FORT LAUDERDALE | FL | 33308 | NONE | PUBLIC | UNRESTRICED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $17,605 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $21,304 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,909 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $38,909 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INTEREST DERIVED FROM INVESTMENTS IS USED DIRECTLY FOR THE |
| 4 | ORGANIZATION'S EXEMPT PURPOSE. |
| 8 | REALIZED GAINS FROM SALES OF INVESTMENTS USED DIRECTLY FOR THE |
| 8 | ORGANIZATION'S EXEMPT PURPOSE. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $998 | Amt |
| Net Investment Income | $499 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $499 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIDELITY INVESTMENT ACCOUNT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $524,745 | BookValueAmt |
| EOYFMV | $584,004 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $7,063 | $7,063 | $0 |
| INVESTMENT FEES | $2,671 | $2,671 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF NH FILING FEE/ANNUAL REPORT | $75 | $75 | $0 |
| FOREIGN TAXES | $228 | $228 | $0 |
| FEDERAL TAX | $135 | $135 | $0 |
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