EDITH CROCKER CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EDITH CROCKER CHARITABLE TR (EIN 04-6935987)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-11
IRS object ID
202241319349102944
Schema version
2020v4.2
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)
Return2022-05-11T11:23:28-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN041335260PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1J M FORBES & CO LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1121 MT VERNON STAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN046935987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EDITH CROCKER CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDITBusinessNameControlTxt
Phone6174235705PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1JM FORBES CO 121 MOUNT VERNON STAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY L BERNIERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6174235705PhoneNum
Signature2022-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastBERNIERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY TURNERPreparerPersonNm
PTINP01249418PTIN
Phone6174235705PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$852,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$15,177DividendsRevAndExpnssAmt
Dividends Net Invst Incm$15,104DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$46,929NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$189,045GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$46,929CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$62,106TotalRevAndExpnssAmt
Total Net Invst Incm$62,033TotalNetInvstIncmAmt
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$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,513OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,513OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$105TaxesRevAndExpnssAmt
Taxes Net Invst Incm$105TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$37OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$37OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,155TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,155TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$38,877ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$38,877ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,032TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,155TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$38,877TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,074ExcessRevenueOverExpensesAmt
Net Investment Income$50,878NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
US Government Obligations BOY$214,186USGovernmentObligationsBOYAmt
US Government Obligations EOY$149,098USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$151,968USGovtObligationsEOYFMVAmt
Corporate Stock BOY$237,760CorporateStockBOYAmt
Corporate Stock EOY$281,787CorporateStockEOYAmt
Corporate Stock EOYFMV$559,835CorporateStockEOYFMVAmt
Corporate Bonds BOY$105,712CorporateBondsBOYAmt
Corporate Bonds EOY$124,344CorporateBondsEOYAmt
Corporate Bonds EOYFMV$124,959CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$14,324OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,743OtherInvestmentsEOYFMVAmt
Total Assets BOY$557,660TotalAssetsBOYAmt
Total Assets EOY$569,553TotalAssetsEOYAmt
Total Assets EOYFMV$852,505TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$557,660CapitalStockBOYAmt
Capital Stock EOY$569,553CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$557,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$569,553TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$557,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$569,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$557,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,074ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$569,734SubtotalAmt
Other Decreases$181OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$569,553TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmt
JM FORBES - LONG TERM CAP GAIN DIVIDENDSP$372$372$372
FFCB 2.650% 8/13/29P$25,000$0$02019-08-132020-08-13$25,000
FIDELITY CONS INCOME BOND-ISP$14,985-$15-$152020-06-252021-03-09$15,000
FIDELITY CONS INCOME BOND-ISP$10,250-$10-$102020-06-252021-04-22$10,260
AMERICAN TOWER CORP REITP$247-$4-$42020-09-022021-05-14$251
FEDERATED HERMES MUNI ULTRASH0RT-R6P$8,000$56$562020-06-252021-05-14$7,944
FIDELITY CONS INCOME BOND-ISP$5,110$0$02020-06-252021-05-14$5,110
HOME DEPOT INCP$646$121$1212020-03-082021-05-14$525
INTERCONTINENTAL EXCHANGE INCP$339$52$522020-05-192021-05-14$287
PROLOGIS INC REITP$229$22$222020-09-022021-05-14$207
SPDR PORTFOLIO EMERGING MARKETS ETFP$478$23$232020-12-282021-05-14$455
ENERGY SELECT SECTOR SPDRP$853$4$42020-03-082021-05-14$849
TJX COS INCP$435$18$182020-04-222021-05-14$417
WALMART INCP$279$39$392020-06-082021-05-14$240
FFCB 2.870% 7/30/29P$25,000$0$02019-07-292020-07-30$25,000
HEXCEL CORPP$6,389$4,790$4,7902020-08-11$1,599
CISCO SYSTEMS INCP$9,972$3,529$3,5292016-05-022020-09-02$6,443
U.S. TREASURY NOTES 2.750% 11/30/20P$24,000$0$02018-12-062020-11-30$24,000
ADOBE INCP$4,481$4,070$4,0702013-08-232020-12-28$411
ALPHABET INC CL AP$5,342$4,129$4,1292020-12-28$1,213
EXXON MOBIL CORPP$3,167$3,144$3,1442020-12-28$23
VISA INC CL AP$2,752$1,717$1,7172015-11-052020-12-28$1,035
ADOBE INCP$4,601$4,190$4,1902013-08-232021-04-22$411
PAYPAL HOLDINGS INCP$4,536$2,596$2,5962020-03-052021-04-22$1,940
ZOETIS INCP$6,082$4,931$4,9312021-04-22$1,151
AT&T INCP$579-$126-$1262019-11-052021-05-14$705
ABBOTT LABSP$1,185$537$5372018-08-202021-05-14$648
ADOBE INCP$486$440$4402013-08-232021-05-14$46
AMAZON.COM INCP$3,218$1,265$1,2652020-03-052021-05-14$1,953
APPLE INCP$892$798$7982011-09-122021-05-14$94
BANK OF AMERICA CORPP$888$296$2962019-05-282021-05-14$592
BRISTOL MYERS SQUIBB COP$194$12$122019-12-062021-05-14$182
COCA COLA COP$438$59$592019-01-142021-05-14$379
ECOLAB INCP$225$79$792018-08-152021-05-14$146
HONEYWELL INTERNATIONAL INCP$1,139$593$5932016-05-022021-05-14$546
INTL. BUSINESS MACHINES CORPP$724$68$682020-03-052021-05-14$656
ISHARES BIOTECHNOLOGY ETFP$150$83$832013-08-012021-05-14$67
JP MORGAN CHASE & COP$1,311$559$5592017-08-082021-05-14$752
JOHNSON & JOHNSONP$681$675$6751980-02-152021-05-14$6
MERCK & CO INCP$548$279$2792012-02-082021-05-14$269
MICROSOFT CORPP$995$903$9032009-06-122021-05-14$92
NESTLE SA SPONS ADRP$724$420$4202010-04-152021-05-14$304
NEXTERA ENERGY INCP$293$252$2522005-08-122021-05-14$41
PAYPAL HOLDINGS INCP$738$396$3962020-03-052021-05-14$342
PEPSICO INCP$147$97$972004-08-302021-05-14$50
PROCTER & GAMBLE COP$691$674$6741973-07-242021-05-14$17
SALESFORCE.COMP$653$477$4772015-01-082021-05-14$176
UNION PAC CORPP$686$589$5892009-12-102021-05-14$97
VERIZON COMMUNICATIONSP$470$248$2482010-04-152021-05-14$222
VISA INC CL AP$454$295$2952015-11-052021-05-14$159
XYLEM INCP$474$169$1692018-08-202021-05-14$305
ZOETIS INCP$344$298$2982012-06-262021-05-14$46
LINDE PLCP$903$413$4132018-10-312021-05-14$490
ISHARES GOLD TRUSTP$18$2$22020-05-122021-06-03$16
LINDE PLCP$5,243$2,301$2,3012018-10-312021-06-09$2,942
ORGANON & COP$9$4$42012-02-082021-06-24$5
FieldValueIRS element (for citing)
Capital Gain Net Income$46,929CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$707InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$707SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$707TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$900TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$193OverpaymentAmt
Applied To ES Tax$193AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
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 AddressWWW.GUIDESTAR.ORGWebsiteAddressTxt
Individual With BooksJEFFREY L BERNIER TRUSTEEIndividualWithBooksNm
Phone6174235705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1J M FORBES CO LLP 121 MOUNT VERNONAddressLine1Txt
Address Line2STREETAddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
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/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID C WARNER
C/O J M FORBES COLLP 121 MOUNTVERNON STBOSTONMA02108TRUSTEE2.00$0$0$0
JEFFREY L BERNIER
C/O J M FORBES COLLP 121 MOUNTVERNON STBOSTONMA02108TRUSTEE2.00$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$828,543AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$828,543TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$828,543AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$816,115NetVlNoncharitableAssetsAmt
Minimum Investment Return$40,806MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$40,806MinimumInvestmentReturnAmt
Tax Based On Investment Income$707TaxBasedOnInvestmentIncomeAmt
Total Tax$707TotalTaxAmt
Distributable Before Adj$40,099DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$40,099DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$40,099DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$38,877ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$38,877QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$38,877AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$40,099DistributableAsAdjustedAmt
Undistributed Income PY$38,877UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$38,877QualifyingDistributionsAmt
Applied To Year1$38,877AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
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$40,099UndistributedIncomeCYAmt
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 PersonJEFFREY L BERNIERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O J M FORBES COLLP 121 MOUNTAddressLine1Txt
Address Line2VERNON STAddressLine2Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02108ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6174235705RecipientPhoneNum
Form And Info And MaterialsBY LETTER DESCRIBING THE NEEDS OF THE CHARITABLE ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsBASED ON AVAILABLE FUNDSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
A PLACE TO TURN
99R HARTFORD STREETNATICKMA01778N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,000
AMMONOOSUC COMMUNITY HEALTH SERVICES
25 MT EUSTIS RDLITTLETONNH03561N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$250
AMMONOOSUC CONSERVATION TRUST
PO BOX 191FRANCONIANH03585N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,500
AUDOBON SOCIETY OF NH
84 SILK FARM ROADCONCORDNH03301N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$600
BETHANY HILL PLACE
89 BETHANY ROADFRAMINGHAMMA01702N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,000
BOYS AND GIRLS CLUB OF MANCHESTER FBO NORTH COUNTRY UNIT
PO BOX 111LITTLETONNH03561N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$6,000
CAMP SUNSHINE
35 ACADIA ROADCASCOME04015N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$750
COLONIAL THEATRE
PO BOX 204BETHLEHEMNH03574N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$600
COPPER CANNON CAMP
PO BOX 124FRANCONIANH03580N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$3,004
CURING KIDS FUND
FOUNDATION OF THE MEEI 243 CHARLESBOSTONMA02114N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,000STREET
DOVER LAND CONSERVATION TRUST
PO BOX 562DOVERMA02030N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$300
DUCKS UNLIMITED INC
ONE WATERFOWL WAYMEMPHISTN38120N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$300
FAIRBANKS MUSEUM
1302 MAIN STREETST JOHNSBURYVT05819N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$600
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,871
GRACE PLACE FOR CHILDREN & FAMILIES
PO BOX 990531NAPLESFL34116N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,500
LISBON LIONS
PO BOX 57LISBONNH03585N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,200
LISBON REGIONAL SCHOOL EDUCATION FOUNDATION
PO BOX 113LISBONNH03585N/AGOVERNMENTNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$500
LITTLETON STUDIO SCHOOL
21 MILL STREETLITTLETONNH03561N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$500
MCCLURE MILLER RESPITE HOUSE
1110 PRIM ROADCOLCHESTERVT05446N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$500
NASHOBA LEARNING GROUP
10 OAK PARK DRIVEBEDFORDMA01730N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$2,254
NEW ENGLAND FORESTRY FOUNDATION
PO BOX 1346LITTLETONMA01460N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$300
NORTH COUNTRY CHAMBER PLAYERS
PO BOX 865FRANCONIANH03580N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$250
NORTH COUNTRY HOME HEALTH & HOSPICE
536 COTTAGE STREETLITTLETONNH03561N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,000
SECOND CHANCE ANIMAL RESCUE
1517 MEADOW STREETLITTLETONNH03561N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$600
SOCIETY FOR PROTECTION OF NH FORESTS
54 PORTSMOUTH STCONCORDNH03301N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,200
TECH GOES HOME
867 BOYLSTON ST 5TH FLBOSTONMA02116N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$2,254
TEXAS CHILDREN'S HOSPITAL
SUITE 5214 PO BOX 300630HOUSTONTX77230N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$2,500
THE BANCROFT HOUSE
PO BOX 344FRANCONIANH03580N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$1,036
WELLSPRING HOUSE INC
302 ESSEX AVENUEGLOUCESTERMA01930N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$2,254
WORLD OCEAN SCHOOL
PO BOX 51091BOSTONMA02205N/APUBLICNOT RESTRICTIVE, GENERAL USE OF ORGANIZATION$2,254
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$38,877TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$15,177RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$46,929RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$62,106RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,106TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4ASSETS ARE INVESTED IN A BROKERAGE ACCOUNT TO GENERATE INVESTMENT
4INCOME TO SUPPORT THE TRUST'S EXEMPT PURPOSE
8SAME AS ABOVE

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)
CategoryJ M FORBES & CO. LLP TAX PREP.CategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS-CORPORATE BONDSBondNm
EOY Book Value$124,344EOYBookValueAmt
EOYFMV$124,959EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS-CORPORATE STOCKStockNm
EOY Book Value$281,787EOYBookValueAmt
EOYFMV$559,835EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$141,857USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$144,676USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$7,241StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$7,292StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS-INTERNATIONAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$14,324BookValueAmt
EOYFMV$15,743EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX ADJUSTMENTDesc
Amt$181Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MASS FILING FEE$35$35$0
ADR FEES$2$2$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryJ M FORBES & CO. LLP INVESTMENTS ADVISORSCategoryTxt
Amt$7,513Amt
Net Investment Income$7,513NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELD ON DIVIDENDSCategoryTxt
Amt$105Amt
Net Investment Income$105NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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