BETA

BURKEHAVEN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BURKEHAVEN FAMILY FOUNDATION (EIN 82-6746205)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202223189349103117
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)
Return2022-11-14T12:34:25-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN042571780PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1AAFCPAS INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line150 WASHINGTON STREETAddressLine1Txt
CityWESTBOROUGHCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01581ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN826746205EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BURKEHAVEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURKBusinessNameControlTxt
Phone6174190156PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11834 CENTRE ST 589AddressLine1Txt
CityWEST ROXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02132ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIRFAN ALIBHAIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6174190156PhoneNum
Signature2022-11-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstIRFANPersonFirstNm
Person LastALIBHAIPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA ENGLANDPreparerPersonNm
PTINP01606226PTIN
Phone5083669100PhoneNum
Preparation2022-11-14PreparationDt

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$46,559,630FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$44InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$44InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$895,459DividendsRevAndExpnssAmt
Dividends Net Invst Incm$895,459DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,044,407NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,832,722GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,044,407CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,939,910TotalRevAndExpnssAmt
Total Net Invst Incm$2,939,910TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$195,120CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$9,756CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$185,364CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,408AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,102AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,306AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$67,822OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$67,410OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$412OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$34,100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$22,834TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$11,266TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$483TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$483TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,117OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$6,117OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$308,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,102TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$206,948TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,326,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,326,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,634,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,102TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$2,532,948TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$305,860ExcessRevenueOverExpensesAmt
Net Investment Income$2,838,808NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$705,325CashBOYAmt
Cash EOY$367,657CashEOYAmt
Cash EOYFMV$367,657CashEOYFMVAmt
Sav And Temp Cash Invst BOY$732,466SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,285,139SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,285,139SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$4,462PrepaidExpensesBOYAmt
Corporate Stock BOY$23,984,906CorporateStockBOYAmt
Corporate Stock EOY$12,958,845CorporateStockEOYAmt
Corporate Stock EOYFMV$13,297,213CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,293,755CorporateBondsBOYAmt
Corporate Bonds EOY$21,671,636CorporateBondsEOYAmt
Corporate Bonds EOYFMV$31,027,014CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$768,144OtherInvestmentsEOYAmt
Other Investments EOYFMV$582,607OtherInvestmentsEOYFMVAmt
Total Assets BOY$36,720,914TotalAssetsBOYAmt
Total Assets EOY$37,051,421TotalAssetsEOYAmt
Total Assets EOYFMV$46,559,630TotalAssetsEOYFMVAmt
Accounts Payable BOY$39AccountsPayableBOYAmt
Other Liabilities BOY$981OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,753OtherLiabilitiesEOYAmt
Total Liabilities BOY$1,020TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,753TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$36,719,894NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$37,047,668NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$36,719,894TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$37,047,668TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$36,720,914TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$37,051,421TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$36,719,894TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$305,860ExcessRevenueOverExpensesAmt
Other Increases$21,914OtherIncreasesAmt
Subtotal$37,047,668SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$37,047,668TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$3,953,000$2,788,315$1,164,685$1,164,685
CAPITAL GAINS DIVIDENDSP$879,722$879,722$879,722
FieldValueIRS element (for citing)
Capital Gain Net Income$2,044,407CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$39,459InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$39,459SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$39,459TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$75,285EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$75,285TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$35,826OverpaymentAmt
Applied To ES Tax$35,826AppliedToESTaxAmt
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
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6174190156PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11834 CENTRE ST 589AddressLine1Txt
CityWEST ROXBURYCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02132ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IRFAN ALIBHAI
1834 CENTRE STREET 589WEST ROXBURYMA02132PRESIDENT40.00$195,120$0$0
CAROL WALLACE
1834 CENTRE STREET 589WEST ROXBURYMA02132VICE PRESIDENT1.00$0$0$0
MICHAEL JEWCZYN
1834 CENTRE STREET 589WEST ROXBURYMA02132SECRETARY/TREASURER1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDUCIARY INVESTMENT ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BOSTONAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02119ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORServiceTypeTxt
Compensation$67,272CompensationAmt
FieldValueIRS element (for citing)
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$45,107,526AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$612,326AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$45,719,852TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$45,719,852AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$685,798CashDeemedCharitableAmt
Net Vl Noncharitable Assets$45,034,054NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,251,703MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,251,703MinimumInvestmentReturnAmt
Tax Based On Investment Income$39,459TaxBasedOnInvestmentIncomeAmt
Total Tax$39,459TotalTaxAmt
Distributable Before Adj$2,212,244DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,212,244DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,212,244DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,532,948ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$2,532,948QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,212,244DistributableAsAdjustedAmt
Undistributed Income PY$544,822UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$2,532,948QualifyingDistributionsAmt
Applied To Year1$544,822AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,988,126AppliedToCurrentYearAmt
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$224,118UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCAROL WALLACEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (103 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABBOTT LIBRARY FOUNDATION
PO BOX 66SUNAPEENH03782PCGENERAL CHARITABLE SUPPORT$10,000
ACCOUNTABILITY COUNSEL
244 KEARNY STREET FLOOR 6SAN FRANCISCOCA94108PCGENERAL CHARITABLE SUPPORT$50,000
AGA KHAN FOUNDATION USA
1825 K ST NW STE 901WASHINGTONDC20006PCGENERAL CHARITABLE SUPPORT$10,000
AGA KHAN FOUNDATION USA
1825 K ST NW STE 901WASHINGTONDC20006PCGENERAL CHARITABLE SUPPORT$10,000
BAKER SCHOOL PTO
205 BEVERLY RDBROOKLINEMA02467PCGENERAL CHARITABLE SUPPORT$500
BROOKLINE FOOD PANTRY
PO BOX 45BROOKLINEMA02446PCGENERAL CHARITABLE SUPPORT$2,500
BROOKLINE SCHOOLS STAFF CHILDRENS CENTER
162 GODDARD AVEBROOKLINEMA02445PCGENERAL CHARITABLE SUPPORT$5,000
BROOKLINE SCHOOLS STAFF CHILDRENS CENTER
162 GODDARD AVEBROOKLINEMA02445PCGENERAL CHARITABLE SUPPORT$10,000
BROOKLINE SCHOOLS STAFF CHILDRENS CENTER
162 GODDARD AVEBROOKLINEMA02445PCGENERAL CHARITABLE SUPPORT$15,000
CARE USA
151 ELLIS STREET NORTHEASTATLANTAGA30303PCINDIA COVID-19 RELIEF$10,000
CENTER FOR THE ARTS NEW HAMPSHIRE
PO BOX 872NEW LONDONNH03257PCRESTRICTED FOR SUNAPEE REGION ARTS ATLAS$5,000
CHESTER ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION
23 RIDGE ROADCHESTERCT06412PCGENERAL CHARITABLE SUPPORT$4,500
COMMUNITY FOUNDATION OF MIDDLESEX COUNTY INC
49 MAIN STREETMIDDLETOWNCT06457PCOPEN-AIR MEETING SPACE AT CHESTER ELEMENTARY SCHOOL$6,000
COMMUNITY FOUNDATION OF MIDDLESEX COUNTY INC
49 MAIN STREETMIDDLETOWNCT06457PCCHESTER LEADERSHIP FUND$10,000
COMMUNITY SERVINGS
179 AMORY STJAMAICA PLAINMA02130PCGENERAL CHARITABLE SUPPORT$2,000
CONNECTICUT CHILDRENS MEDICAL CENTER FOUNDATION
282 WASHINGTON STREETHARTFORDCT06106PCGENERAL CHARITABLE SUPPORT$2,500
DIGDEEP
PO BOX 26779LOS ANGELESCA90026PCGENERAL CHARITABLE SUPPORT$50,000
DIGDEEP
PO BOX 26779LOS ANGELESCA90026PCGENERAL CHARITABLE SUPPORT$50,000
EAST HAMPTON ROTARY FOUNDATION
PO BOX 358EAST HAMPTONCT06424PCRED MCKINNEY SCHOLARSHIP FUND$2,500
FIREKEEPERS INTERNATIONAL
PO BOX 10MOHAWKTN37810PCGENERAL CHARITABLE SUPPORT$10,000
FIVE LOAVES & TWO FISHES FOOD BANK
COAL HERITAGE HWYKIMBALLWV24853PCGENERAL CHARITABLE SUPPORT$2,000
FOS FEMINISTA
125 MAIDEN LANENEW YORKNY10038PCGENERAL CHARITABLE SUPPORT$2,000
GEORGIA AQUARIUM
225 BAKER STREET NORTHWESTATLANTAGA30313PCGENERAL CHARITABLE SUPPORT$5,000
GIRAFFE CONSERVATION FOUNDATION
17 SOUTH MAGNOLIA AVENUEORLANDOFL32801PCGENERAL CHARITABLE SUPPORT$2,500
GIRLS INC OF NEW HAMPSHIRE
1711 S WILLOW ST UNIT 5MANCHESTERNH03103PCNEW PLAYGROUND AT 340 VARNEY ST, MANCHESTER, NH LOCATION$125,000
GIRLS INC OF NEW HAMPSHIRE
1711 S WILLOW ST UNIT 5MANCHESTERNH03103PCFREEZER REPAIR$10,000
GIRLS INC OF NEW HAMPSHIRE
1711 S WILLOW ST UNIT 5MANCHESTERNH03103PCGENERAL CHARITABLE SUPPORT$50,000
GIRLS INC OF NEW HAMPSHIRE
1711 S WILLOW ST UNIT 5MANCHESTERNH03103PCFACILITY IMPROVEMENTS$100,000
GIRLS INC OF NEW HAMPSHIRE
1711 S WILLOW ST UNIT 5MANCHESTERNH03103PCFACILITY IMPROVEMENTS$50,000
GOT LUNCH
20 CHURCH STNEWPORTNH03773PCGENERAL CHARITABLE SUPPORT$10,000
GREENLIGHT FUND
50 MILK STREET 16TH FLOORBOSTONMA02109PCNATIONAL OPERATIONS$150,000
GREENLIGHT FUND
50 MILK STREET 16TH FLOORBOSTONMA02109PCBOSTON OPERATIONS$150,000
HARTFORD YOUTH SCHOLARS
133 ALLEN PLACEHARTFORDCT06106PCGENERAL CHARITABLE SUPPORT$2,000
KALAMAZOO COLLEGE
1200 ACADEMY STKALAMAZOOMI49006PCGENERAL CHARITABLE SUPPORT$10,000
KALAMAZOO COMMUNITY FOUNDATION
402 EAST MICHIGAN AVENUEKALAMAZOOMI49007PCREMEMBERING MAGGIE FUND$10,000
KIDS CLOTHES CLUB
108 UPLAND ROADBROOKLINEMA02445PCGENERAL CHARITABLE SUPPORT$5,000
LAKE SUNAPEE PROTECTIVE ASSOCIATION
PO BOX 683SUNAPEENH03782PCGENERAL CHARITABLE SUPPORT$5,000
LAS MARGARITAS FOUNDATION
PO BOX 1995CLIFFSIDE PARKNJ07010PCGENERAL CHARITABLE SUPPORT$10,000
LIBRARY ARTS CENTER
58 N MAIN STREETNEWPORTNH03773PCGENERAL CHARITABLE SUPPORT$5,000
LOVIN' SPOONFULS
1304 COMMONWEALTH AVENUE SUITE EBOSTONMA02134PCGENERAL CHARITABLE SUPPORT$50,000
LOVIN' SPOONFULS
1304 COMMONWEALTH AVENUE SUITE EBOSTONMA02134PCGENERAL CHARITABLE SUPPORT$50,000
MAIN STREET VENTURES
1311 VINE STREETCINCINNATIOH45202PCGENERAL CHARITABLE SUPPORT$2,000
MAIN STREET WARNER
17 CHURCH STREETWARNERNH03278PCWARNER CONNECTS NH FOOD PANTRY AND COMMUNITY RESOURCE CENTER$1,000
MAKOCE IKIKCUPI (LAND RECOVERY)
PO BOX 21GRANITE FALLSMN56241PCGENERAL CHARITABLE SUPPORT$2,000
MIDDLESEX HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT06457PCPURCHASE OF AMBULANCE$250,000
MIDDLESEX HOSPITAL
28 CRESCENT STREETMIDDLETOWNCT06457PCWOMEN'S WELLNESS FUND$10,000
MISSING AND MURDERED INDIGENOUS WOMEN
11640 SOUTHWEST BOONES FERRY ROADPORTLANDOR97219PCGENERAL CHARITABLE SUPPORT$2,000
NASHUA SOUP KITCHEN AND SHELTER INC
PO BOX 3116NASHUANH030613116PCGENERAL CHARITABLE SUPPORT$10,000
NASHUA SOUP KITCHEN AND SHELTER INC
PO BOX 3116NASHUANH030613116PCGENERAL CHARITABLE SUPPORT$125,000
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA02110PCGENERAL CHARITABLE SUPPORT$5,000
NEW ENGLAND AQUARIUM
CENTRAL WHARFBOSTONMA02110PCGENERAL CHARITABLE SUPPORT$2,500
NEW HAMPSHIRE FOOD BANK
700 EAST INDUSTRIAL PARK DRIVEMANCHESTERNH03109PCNEWPORT FOOD PANTRY$1,000
NEW HAMPSHIRE FOOD BANK
700 EAST INDUSTRIAL PARK DRIVEMANCHESTERNH03109PCGENERAL CHARITABLE SUPPORT$10,000
NEW HAMPSHIRE PUBLIC RADIO
2 PILLSBURY STREET 6TH FLOORCONCORDNH03301PCGENERAL CHARITABLE SUPPORT$5,000
NEW LONDON BARN PLAYHOUSE
84 MAIN STREETNEW LONDONNH03257PCGENERAL CHARITABLE SUPPORT$5,000
NEW LONDON HOSPITAL
273 COUNTY RDNEW LONDONNH03257PCCONSTRUCTION OF EXPRESS CARE CENTER$300,000
NEWPORT MONTESSORI SCHOOL
96 PINE STREET / PO BOX 634NEWPORTNH03773PCGENERAL CHARITABLE SUPPORT$10,000
NIS'TO INCORPORATED
215 WEST PINE STSISSETONSD57262PCGENERAL CHARITABLE SUPPORT$10,000
NIS'TO INCORPORATED
215 WEST PINE STSISSETONSD57262PCNEW LAND AND BUILDINGS$10,000
NORTHEAST FARMERS OF COLOR LAND TRUST
PO BOX 301240BOSTONMA02130PCGENERAL CHARITABLE SUPPORT$10,000
NORTHERN STAGE COMPANY
76 GATES STREETHARTFORDVT05001PCGENERAL CHARITABLE SUPPORT$5,000
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472PCGENERAL CHARITABLE SUPPORT$25,000
PERKINS SCHOOL FOR THE BLIND
175 NORTH BEACON STREETWATERTOWNMA02472PCGENERAL CHARITABLE SUPPORT$5,000
PILLARS FUND
200 W MADISON ST 3RD FLOORCHICAGOIL60606PCGENERAL CHARITABLE SUPPORT$5,000
POMEGRANATEAID
2543 SOUTH 1700 EASTSALT LAKE CITYUT84106PCGENERAL CHARITABLE SUPPORT$15,000
ROSLINDALE FOOD COLLECTIVE
25 CUMMINS HWYROSLINDALEMA02131PCGENERAL CHARITABLE SUPPORT$2,500
SAVE THE CHILDREN
501 KINGS HIGHWAY EASTFAIRFIELDCT06825PCGENERAL CHARITABLE SUPPORT$5,000
SEPSIS ALLIANCE
3180 UNIVERSITY AVENUESAN DIEGOCA92104PCGENERAL CHARITABLE SUPPORT$2,000
SHANTI BHAVAN CHILDREN'S PROJECT
141 HAWKINS PLACE PMB 192BOONTONNJ07005PCGENERAL CHARITABLE SUPPORT$5,000
SHANTI BHAVAN CHILDREN'S PROJECT
141 HAWKINS PLACE PMB 192BOONTONNJ07005PCGENERAL CHARITABLE SUPPORT$10,000
SHELL & BEE STUDIO
500 MAIN STREETDEEP RIVERCT06417PCGENERAL CHARITABLE SUPPORT$10,000
SHINING HOPE FOR COMMUNITIES INC
11 PARK PLACE 3RD FLOORNEW YORKNY10007PCGENERAL CHARITABLE SUPPORT$20,000
SHINING HOPE FOR COMMUNITIES INC
11 PARK PLACE 3RD FLOORNEW YORKNY10007PCGENERAL CHARITABLE SUPPORT$10,000
SHORELINE SOUP KITCHENS & PANTRIES
PO BOX 804ESSEXCT06426PCGENERAL CHARITABLE SUPPORT$2,500
SOUL FIRE FARM
1972 NEW YORK 2PETERSBURGNY12138PCGENERAL CHARITABLE SUPPORT$10,000
SOUTH CONGREGATIONAL CHURCH
20 CHURCH STNEWPORTNH03773PCGENERAL CHARITABLE SUPPORT$8,000
STRONG GIRLS UNITED FOUNDATION
670 YORK STREETYORKME03909PCGENERAL CHARITABLE SUPPORT$2,000
SUNAPEE FIRE DEPARTMENT ASSOCIATION
PO BOX 30SUNAPEENH03782PCARGO AMPHIBIOUS RESCUE VEHICLE$35,000
SUNAPEE HISTORICAL SOCIETY
PO BOX 501SUNAPEENH03782PCGENERAL CHARITABLE SUPPORT$8,000
THE ALS ASSOCIATION
1300 WILSON BOULEVARD SUITE 600ARLINGTONVA22209PCGENERAL CHARITABLE SUPPORT$10,000
THE AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD ST 18TH FLOORNEW YORKNY10004PCGENERAL CHARITABLE SUPPORT$10,000
THE ATLANTA MUSIC PROJECT
883 DILL AVENUE SOUTHWESTATLANTAGA30310PCGENERAL CHARITABLE SUPPORT$2,000
THE CENTER FOR POPULAR DEMOCRACY
449 TROUTMAN STREET SUITE ABROOKLYNNY11237PCCOVID-19 VACCINATION EFFORTS$10,000
THE CHAPTER HOUSE
1438 ALLESANDRO STREETLOS ANGELESCA90026PCGENERAL CHARITABLE SUPPORT$2,000
THE FELLS
456 ROUTE 103A PO BOX 276NEWBURYNH03255PCGENERAL CHARITABLE SUPPORT$2,000
THE KWEK SOCIETY
3469 N EDISON STARLINGTONVA22207PCGENERAL CHARITABLE SUPPORT$20,000
THE LIVERY - SUNAPEE HERITAGE ALLIANCE
PO BOX 72SUNAPEENH03782PCGENERAL CHARITABLE SUPPORT$10,000
THE MONTEREY BAY AQUARIUM FOUNDATION
886 CANNERY ROWMONTEREYCA93940PCGENERAL CHARITABLE SUPPORT$2,500
THE PEOPLE'S CONSERVATORY
6738 BANNING DRIVEOAKLANDCA94611PCGENERAL CHARITABLE SUPPORT$2,000
THE PHOENIX
54 NEWMARKET SQUAREBOSTONMA02118PCGENERAL CHARITABLE SUPPORT$2,000
TRI-TOWN YOUTH SERVICES BUREAU INC
PO BOX 897 56 HIGH STREETDEEP RIVERCT06417PCGENERAL CHARITABLE SUPPORT$5,000
VERMONT INSTITUTE OF NATURAL SCIENCE
VINS NATURE CENTER PO BOX 1281QUECHEEVT05059PCGENERAL CHARITABLE SUPPORT$2,000
VERONICA ROBLES CULTURAL CENTER
282 MERIDIAN STREETBOSTONMA02128PCGENERAL CHARITABLE SUPPORT$2,000
WBUR
890 COMMONWEALTH AVENUE 3RD FLOORBOSTONMA02215PCGENERAL CHARITABLE SUPPORT$2,500
WEST CENTRAL BEHAVIORAL HEALTH
9 HANOVER STREET SUITE 2LEBANONNH03766PCMENTAL HEALTH SERVICE EXPANSION$50,000
WEST CENTRAL BEHAVIORAL HEALTH
9 HANOVER STREET SUITE 2LEBANONNH03766PCMENTAL HEALTH SERVICE EXPANSION$75,000
WGBH
1 GUEST STREETBOSTONMA02135PCGENERAL CHARITABLE SUPPORT$2,500
WIKIMEDIA FOUNDATION
PO BOX 98204WASHINGTONDC20090PCGENERAL CHARITABLE SUPPORT$1,000
WILDLIFE CONSERVATION SOCIETY - BRONX ZOO
2300 SOUTHERN BOULEVARDTHE BRONXNY10460PCGENERAL CHARITABLE SUPPORT$7,000
WOMEN'S FOUNDATION OF BOSTON
126 BROOKLINE AVE 3RD FLOORBOSTONMA02215PCGENERAL CHARITABLE SUPPORT$75,000
WORKING ON WOMANHOOD
50 MILK STREETBOSTONMA02109PCGENERAL CHARITABLE SUPPORT$2,000
WUMB RADIO
100 MORRISSEY BOULEVARDBOSTONMA02125PCGENERAL CHARITABLE SUPPORT$2,500
ZOO NEW ENGLAND
ONE FRANKLIN PARK ROADBOSTONMA02121PCGENERAL CHARITABLE SUPPORT$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,326,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$895,459ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,044,407ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,939,910ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,939,910TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,408Amt
Net Investment Income$1,102NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,306DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$21,671,636EOYBookValueAmt
EOYFMV$31,027,014EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITY FUNDSStockNm
EOY Book Value$12,958,845EOYBookValueAmt
EOYFMV$13,297,213EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemALTERNATIVE INVESTMENTSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$768,144BookValueAmt
EOYFMV$582,607EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES & SOFTWARE$2,157$0$0$2,157
RESEARCH SERVICES$3,960$0$0$3,960

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCEDesc
Amt$21,914Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL LIABILITIESDesc
BOY Book Value$981BOYBookValueAmt
EOY Book Value$3,753EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER PROFESSIONAL FEES$550$138$0$412
INVESTMENT ADVISORY$67,272$67,272$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$11,859$593$0$11,266
FOREIGN TAX$21,916$21,916$0$0
MA FILING FEE$250$250$0$0
NH FILING FEE$75$75$0$0

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