BETA

MCR FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MCR FOUNDATION (EIN 27-6987861)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202201339349100445
Schema version
2021v4.2
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)
Return2022-05-13T08:51:32-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042965590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PARESKY FLITT AND COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 WEST PLAIN STREETAddressLine1Txt
CityWAYLANDCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01778ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276987861EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MCR FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMCRFBusinessNameControlTxt
Phone6037830196PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 211AddressLine1Txt
CityCANTERBURYCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVEN J COHENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6037830196PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEVENPersonFirstNm
Person LastCOHENPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA A DEWOLFEPreparerPersonNm
PTINP01539582PTIN
Phone5086501122PhoneNum
Preparation2022-05-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,372,660FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$341,682ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,096DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,096DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$312,357NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$479,541GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$312,357CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$674,135TotalRevAndExpnssAmt
Total Net Invst Incm$332,453TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,050AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$12,549OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,549OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$547OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,146TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,599TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$73,646TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,599TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$600,489ExcessRevenueOverExpensesAmt
Net Investment Income$315,854NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5CashBOYAmt
Sav And Temp Cash Invst BOY$25,736SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,591SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,591SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$957,592OtherInvestmentsBOYAmt
Other Investments EOY$1,313,069OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,313,069OtherInvestmentsEOYFMVAmt
Total Assets BOY$983,333TotalAssetsBOYAmt
Total Assets EOY$1,372,660TotalAssetsEOYAmt
Total Assets EOYFMV$1,372,660TotalAssetsEOYFMVAmt
Accounts Payable BOY$41AccountsPayableBOYAmt
Total Liabilities BOY$41TotalLiabilitiesBOYAmt
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$983,292RetainedEarningBOYAmt
Retained Earning EOY$1,372,660RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$983,292TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,372,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$983,333TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,372,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$983,292TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$600,489ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,583,781SubtotalAmt
Other Decreases$211,121OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,372,660TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RAYMOND JAMES & ASSOCIATES #Y354P2021-08-112021-12-02$11,353$9,475$1,878$1,878
ALPHABET INCORPORATED (GOOGL)D2013-10-282021-11-03$17,472$3,459$14,013$14,013
ALPHABET INCORPORATED (GOOGL)D2012-10-042021-01-04$65,493$16,312$49,181$49,181
AMAZON COM INCORPORATED (AMZN)D2014-01-132021-11-03$99,604$14,708$84,896$84,896
COSTCO WHOLESALE CORPORATION (COST)D2012-02-212021-11-03$22,969$4,594$18,375$18,375
MICROSOFT CORPORATION (MSFT)D2016-05-262021-11-03$43,774$6,831$36,943$36,943
NVIDIA CORPORATION (NVDA)D2016-02-042021-01-04$33,724$1,991$31,733$31,733
THERMO FISHER SCIENTIFIC (TMO)D2012-05-302021-11-03$52,831$9,179$43,652$43,652
RAYMOND JAMES & ASSOCIATES #Y354P2016-10-202021-12-02$132,321$100,635$31,686$31,686
FieldValueIRS element (for citing)
Capital Gain Net Income$312,357CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,390InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,390SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,390TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,590TaxDueAmt

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 Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSTEVEN J COHENIndividualWithBooksNm
Phone6037830196PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 211AddressLine1Txt
CityCANTERBURYCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03224ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEVEN J COHEN
PO BOX 211CANTERBURYNH03224TRUSTEE1.00$0$0$0
ELIZABETH JANE COHEN
PO BOX 211CANTERBURYNH03224TRUSTEE1.00$0$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,159,146AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,991AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,186,137TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,186,137AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,792CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,168,345NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,417MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,417MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,390TaxBasedOnInvestmentIncomeAmt
Total Tax$4,390TotalTaxAmt
Distributable Before Adj$54,027DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$54,027DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$54,027DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$56,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,027DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,164ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,406ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$13,178ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$16,748TotalExcessDistributionCyovAmt
Qualifying Distributions$56,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,027AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,473RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$19,221TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$19,221ExcessDistriCyovToNextYrAmt
Excess From Year4$1,164ExcessFromYear4Amt
Excess From Year3$2,406ExcessFromYear3Amt
Excess From Year1$13,178ExcessFromYear1Amt
Excess From Current Year$2,473ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSTEVEN J COHENContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSTEVEN J COHENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 211AddressLine1Txt
CityCANTERBURYCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03224ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6037830196RecipientPhoneNum
Form And Info And MaterialsDESCRIPTION OF NEEDFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN RED CROSS
2 MAITLAND STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$1,000
ANTI-DEFAMATION LEAGUE
40 COURT STREET 12BOSTONMA02108OTHER PUBLIC CHARITYCHARITABLE$1,000
CANTERBURY SHAKER VILLAGE
288 SHAKER ROADCANTERBURYNH03224OTHER PUBLIC CHARITYCHARITABLE$1,000
CANTERBURY UNITED CHURCH
5 CENTER ROADCONCORDNH03224OTHER PUBLIC CHARITYCHARITABLE$500
CAPITAL REGION FOOD BANK
11 SOUTH MAIN STREET SUITE 500CONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$2,000
CONCORD BOYS AND GIRLS CLUB
55 BRADLEY STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$15,000
CONCORD HOSPITAL TRUST
250 PLESANT STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$2,000
CRVNA
30 PILLSBURY STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$3,000
ELKINS PUBLIC LIBRARY
352 N CENTER STREETALKINSAR72727OTHER PUBLIC CHARITYCHARITABLE$1,500
FRIENDLY KITCHEN
2 S COMMERCIAL STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$2,500
FRIENDS OF THE NORTHERN RAIL TRAIL
PO BOX 2095LEBANONNH03766OTHER PUBLIC CHARITYCHARITABLE$500
JEWISH FEDERATION OF NH
698 BEECH STREETMANCHESTERNH03104OTHER PUBLIC CHARITYCHARITABLE$1,500
NH CADSV
PO BOX 353CONCORDNH03302OTHER PUBLIC CHARITYCHARITABLE$3,000
NHPR
2 PILLSBURY STREET 6TH FLOORCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$2,000
PLANNED PARENTHOOD
18 LOW AVENUECONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$2,000
PRESIDENT'S SOC AMC
361 ROUTE 16JACKSONNH03846OTHER PUBLIC CHARITYCHARITABLE$2,000
RED RIVER THEATRES
11 SOUTH MAIN STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$3,000
RIVERBEND COMMUNITY MENTAL HEALTH
PO BOX 2032CONCORDNH03302OTHER PUBLIC CHARITYCHARITABLE$2,000
SOCIETY FOR THE PROTECTION OF NH FORESTS
54 PORTSMOUTH STREETCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$1,000
TEMPLE BETH JACOBS
67 BROADWAYCONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$9,000
WOMENADE OF CONCORD
9 SHENANDOAH DRIVECONCORDNH03301OTHER PUBLIC CHARITYCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,896ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$312,557ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$332,453ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$332,453TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
STEPHEN J COHEN
1PO BOX 211CANTERBURYNH03224$238,527Yes (X)
STEPHEN J COHEN
2PO BOX 211CANTERBURYNH03224$99,105Yes (X)
STEPHEN J COHEN
3PO BOX 211CANTERBURYNH03224$4,050Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
16 SHS GOOGLE; 30 SHS AMAZON; 46 SHS COSTCO; 132 SHS MICROSFT; 84 SHS THERMO FISHER SCIENTIFIC$238,5272021-10-29
238 SHS GOOGLE; 63 SHS NVIDIA$99,1052021-01-04

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,050Amt
Net Investment Income$4,050NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT REQUIRED BY THE STATE OF NEW HAMPSHIRE.ExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,313,069BookValueAmt
EOYFMV$1,313,069EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ADJUSTMENTDesc
Amt$211,121Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$83$0$0
OTHER TAXES$464$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$12,284$12,284$0
MISCELLANEOUS$265$265$0

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