STANNARD & DOROTHY DUNN CHARITABLE TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
STANNARD & DOROTHY DUNN CHARITABLE TRUST (EIN 02-6086871)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-11-14
IRS object ID
202223189349101757
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)
Return2022-11-14T09:02:45-06:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020327524PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NATHAN WECHSLER & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line144 SCHOOL STREETAddressLine1Txt
CityLEBANONCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03766ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN026086871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE STANNARD & DOROTHY DUNNBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSTANBusinessNameControlTxt
Phone6037952080PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1BARBARA D ROBY TRUSTEE 7 BLISS LAddressLine1Txt
CityLYMECityNm
State AbbreviationNHStateAbbreviationCd
ZIP03768ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARBARA D ROBYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6037952080PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARBARAPersonFirstNm
Person LastROBYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM J BEAUCHESNEPreparerPersonNm
PTINP00359108PTIN
Phone6034482650PhoneNum
Preparation2022-11-02PreparationDt

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$7,499,457FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$121,895DividendsRevAndExpnssAmt
Dividends Net Invst Incm$121,895DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$85,116NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$270,048GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$85,116CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,515OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$63OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$215,533TotalRevAndExpnssAmt
Total Net Invst Incm$207,081TotalNetInvstIncmAmt
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$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$46OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$46OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,128TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,053TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$383,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$383,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$387,328TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,053TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$386,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$171,795ExcessRevenueOverExpensesAmt
Net Investment Income$206,028NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$6,155SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,155SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,534,256CorporateStockBOYAmt
Corporate Stock EOY$5,358,125CorporateStockEOYAmt
Corporate Stock EOYFMV$7,493,302CorporateStockEOYFMVAmt
Other Investments BOY$84,895OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,619,151TotalAssetsBOYAmt
Total Assets EOY$5,364,280TotalAssetsEOYAmt
Total Assets EOYFMV$7,499,457TotalAssetsEOYFMVAmt
Accounts Payable BOY$150AccountsPayableBOYAmt
Accounts Payable EOY$150AccountsPayableEOYAmt
Other Liabilities BOY$258OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$408TotalLiabilitiesBOYAmt
Total Liabilities EOY$150TotalLiabilitiesEOYAmt
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$5,618,743RetainedEarningBOYAmt
Retained Earning EOY$5,364,130RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,618,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,364,130TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,619,151TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,364,280TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,618,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$171,795ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,446,948SubtotalAmt
Other Decreases$82,818OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,364,130TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIAL ETF SECURITIESP2021-03-162021-08-26$40,306$35,426$4,880$4,880
UBS FINANCIAL ETF SECURITIESP2017-04-042021-11-23$150,217$75,999$74,218$74,218
FROM K-1 LTC PARTNERS LPP2016-01-012021-12-31$6,598$6,598$6,598
UBS FINANCIAL ETF SECURITIESP2021-03-162022-06-12$24,251$24,942-$691-$691
LOSS ON DISPOSITION OF LTC1P2011-11-112021-12-31$8,731$8,802-$71-$71
UBS FINANCIAL ETF SECURITIESP2021-03-162022-05-01$39,887$39,763$124$124
FROM K-1 LTC PARTNERS LP- SEC 1231P2011-11-112021-12-31$58$58$58
FieldValueIRS element (for citing)
Capital Gain Net Income$85,116CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,864InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,864SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,864TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$864TaxDueAmt

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 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 Line1BARBARA D ROBY TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6037952080PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17 BLISS LANEAddressLine1Txt
CityLYMECityNm
State AbbreviationNHStateAbbreviationCd
ZIP03768ZIPCd
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

FieldValueIRS element (for citing)
PersonBARBARA D ROBYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17 BLISS LANEAddressLine1Txt
CityLYMECityNm
State AbbreviationNHStateAbbreviationCd
ZIP03768ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$8,797,511AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$52,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,885FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$8,852,153TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$8,852,153AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$132,782CashDeemedCharitableAmt
Net Vl Noncharitable Assets$8,719,371NetVlNoncharitableAssetsAmt
Minimum Investment Return$435,969MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$435,969MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,864TaxBasedOnInvestmentIncomeAmt
Total Tax$2,864TotalTaxAmt
Distributable Before Adj$433,105DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$433,105DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$433,105DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$386,275ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$386,275QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$433,105DistributableAsAdjustedAmt
Undistributed Income PY$58,231UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$386,275QualifyingDistributionsAmt
Applied To Year1$58,231AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$328,044AppliedToCurrentYearAmt
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$105,061UndistributedIncomeCYAmt
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 PersonBARBARA ROBYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17 BLISS ROADAddressLine1Txt
CityLYMECityNm
State AbbreviationNHStateAbbreviationCd
ZIP03768ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6037952080RecipientPhoneNum
Form And Info And MaterialsWRITTEN LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADVANCE TRANSIT
120 BILLINGS FARM ROADWILDERVT05088PUBLIC CHARITYGENERAL SUPPORT$5,000
AFRICAN WILDLIFE FOUNDATION
1717 MASS AVE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL SUPPORT$12,800
ALICE PECK DAY HOSPITAL
125 MASCOMA STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
ANDOVER BEACON
31 SCHOOL STREETANDOVERNH03216PUBLIC CHARITYGENERAL SUPPORT$250
ANDOVER COMMUNITY HUB
PO BOX 157ANDOVERNH03216PUBLIC CHARITYGENERAL SUPPORT$6,000
ANDOVER HISTORICAL SOCIETY
PO BOX 167ANDOVERNH03216PUBLIC CHARITYGENERAL SUPPORT$13,000
AUSBON SARGENT LAND PRESERVATION TRUST
PO BOX 2040NEW LONDONNH03257PUBLIC CHARITYGENERAL SUPPORT$6,350
AVA GALLERY
11 BANK STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$6,000
BEL CANTO CHAMBER SINGERS
PO BOX 131HANOVERNH03755PUBLIC CHARITYGENERAL SUPPORT$300
CAMERATA OF NEW ENGLAND
PO BOX 5173HANOVERNH03755PUBLIC CHARITYGENERAL SUPPORT$500
CARE
151 ELLIS STREET NEALTALNTAGA30303PUBLIC CHARITYGENERAL SUPPORT$600
CASTLE PRESERVATION SOCIETY
455 OLD MOUNTAIN ROADMOULTONBOROUGHNH03254PUBLIC CHARITYGENERAL SUPPORT$10,000
CATHOLIC CHARITIES OF NH
24 HANOVER STREET 8LEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$2,000
CENTER FOR CARTOON STUDIES
94 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$500
CENTER FOR PAINTED WALL PRESERVATION
PO BOX 187PORTLANDME04347PUBLIC CHARITYGENERAL SUPPORT$1,000
COVER
158 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
DOCTORS WITHOUT BORDERS
6 E 39TH STNEW YORKNY10016PUBLIC CHARITYGENERAL SUPPORT$11,000
DRAFT GRATITUDE
148 ASHUELOT STREETWINCHESTERNH03470PUBLIC CHARITYGENERAL SUPPORT$1,000
EARTHWATCH INSTITUTE
3 CLOCK TOWER PLACEMAYNARDMA01754PUBLIC CHARITYGENERAL SUPPORT$1,000
ENFIELD SHAKER MUSEUM
447 ROUTE 4AENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$5,000
EPISCOPAL HOSPITAL CHAPLAINCY
460 WALKER ROADGRANTHAMNH03753PUBLIC CHARITYGENERAL SUPPORT$1,000
FAIRBANKS MUSEUM
1302 MAIN STREETST JOHNSBURYVT05819PUBLIC CHARITYGENERAL SUPPORT$5,000
FIRST BAPTIST CHURCH OF LYME
DORCHESTER ROADLYMENH03769PUBLIC CHARITYGENERAL SUPPORT$10,000
FRIENDS OF HISTORIC DEERFIELD
BOX 321DEERFIELDMA01342PUBLIC CHARITYGENERAL SUPPORT$500
FRIENDS OF LYME LIBRARY
PO BOX 218LYMENH03768PUBLIC CHARITYGENERAL SUPPORT$1,000
FRIENDS OF THE BOSTON PARK RANGERS
PO BOX 67147CHESTNUT HILLMA02467PUBLIC CHARITYGENERAL SUPPORT$4,000
FRIENDS OF THE NORTHERN RAIL TRAIL
PO BOX 154ANDOVERNH03216PUBLIC CHARITYGENERAL SUPPORT$1,000
FRIENDS OF THE PUBLIC GARDEN
69 BEACON STREETBOSTONMA02108PUBLIC CHARITYGENERAL SUPPORT$1,000
GOOD BEGINNINGS
325 MOUNT SUPPORT ROADLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$2,000
GOOD NEIGHBOR HEALTH CLINICS
70 NORTH MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
GREENPEACE
1118 MAUNAWILI ROADKAILUAHI96734PUBLIC CHARITYGENERAL SUPPORT$12,000
HABITAT FOR HUMANITY
17 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
HARTFORD DISMAS HOUSE
P O BOX 174HARTFORDVT05047PUBLIC CHARITYGENERAL SUPPORT$3,000
HAYMARKET PEOPLE'S FUND
42 SEAVERNS AVENUEBOSTONMA02130PUBLIC CHARITYGENERAL SUPPORT$1,000
HUMANE SOCIETY OF US
1787 VT ROUTE 112JACKSONFILLEVT05342PUBLIC CHARITYGENERAL SUPPORT$2,000
HUNTINGTON THEATER
264 HUNTINGTON AVENUEBOSTONMA02115PUBLIC CHARITYGENERAL SUPPORT$500
KIMBALL JENKINS SCHOOL OF ART
266 NORTH MAIN STREETCONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$10,000
LEBANON OPERA HOUSE
51 N PARK STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
LEDYARD CHARTER SCHOOL
11 ELDRIDGE STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
LIVESTOCK CONSERVANCY
PO BOX 477PITTSBORONC27312PUBLIC CHARITYGENERAL SUPPORT$6,000
LYME BAPTIST CHURCH
177 DORCHESTER ROADLYME CENTERNH03769PUBLIC CHARITYGENERAL SUPPORT$11,000
LYME HISTORIANS
183 DORCHESTER ROADLYMENH03768PUBLIC CHARITYGENERAL SUPPORT$1,000
MAYHEW PROGRAM
PO BOX 120BRISTOLNH03222PUBLIC CHARITYGENERAL SUPPORT$5,000
MONTSHIRE MUSEUM OF SCIENCE
PO BOX 770NORWICHVT05055PUBLIC CHARITYGENERAL SUPPORT$1,000
MT KEARSARG INDIAN MUSEUM
18 HIGHLAWN ROADWARNERNH03278PUBLIC CHARITYGENERAL SUPPORT$1,000
MT ASCUTNEY HOSPITAL
289 COUNTY ROADWINDSORVT05089PUBLIC CHARITYGENERAL SUPPORT$5,000
NATIONAL TRUST FOR HISTORIC PRESERVATION
1785 MASS AVE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL SUPPORT$400
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
99 NEWBURY STREETBOSTONMA02116PUBLIC CHARITYGENERAL SUPPORT$250
NH HISTORICAL SOCIETY
30 PARK STREETCONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$1,200
NH PRESERVATION ALLIANCE
PO BOX 268CONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$10,000
NORTHERN STAGE
PO BOX 4287WHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$2,200
OPEN FIELDS SCHOOL
37 ACADEMY ROADTHETFORDVT05074PUBLIC CHARITYGENERAL SUPPORT$500
OPERA NORTH
PO BOX 83NORWICHVT05055PUBLIC CHARITYGENERAL SUPPORT$10,000
ORANGUTAN FOUNDATION INTERNATIONAL
824 S WELLESLEY AVENUELOS ANGELESCA90049PUBLIC CHARITYGENERAL SUPPORT$15,000
OXFAM AMERICA
26 WEST STREETBOSTONMA02111PUBLIC CHARITYGENERAL SUPPORT$13,000
OXFORD HISTORICAL SOCIETY
PO BOX 582OXFORDCT06478PUBLIC CHARITYGENERAL SUPPORT$500
PARISH PLAYERS
PO BOX 136THETFORDVT05074PUBLIC CHARITYGENERAL SUPPORT$500
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
75 SOUTH MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
POORE FAMILY FOUNDATON
629 HOLLOW ROADSTEWARTSTOWNNH03576PUBLIC CHARITYGENERAL SUPPORT$5,000
PROVIDENCE SAINT MEL SCHOOL
119 S CENTRAL PARK BLVDCHICAGOIL60624PUBLIC CHARITYGENERAL SUPPORT$5,000
RUMNEY ECOLOGICAL SYSTEMS
PO BOX 90RUMNEYNH03266PUBLIC CHARITYGENERAL SUPPORT$250
SAFE ART
PO BOX 251CHELSEAVT05038PUBLIC CHARITYGENERAL SUPPORT$10,000
SALVATION ARMY
PO BOX 3647PORTLANDME04104PUBLIC CHARITYGENERAL SUPPORT$10,000
SHAKER BRIDGE THEATER
23 MAIN STREETENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$5,000
SHELBURNE FARM & MUSEUM
1611 HARBOR ROADSHELBURNEVT05482PUBLIC CHARITYGENERAL SUPPORT$6,000
SPAULDING YOUTH CENTER
PO BOX 189TILTONNH03276PUBLIC CHARITYGENERAL SUPPORT$6,000
STRAWBERRY BANKE
PO BOX 300PORTSMOUTHNH03801PUBLIC CHARITYGENERAL SUPPORT$3,000
THE FELLS
PO BOX 276NEWBURYNH03255PUBLIC CHARITYGENERAL SUPPORT$1,500
TRUMAN LIBRARY INSTITUTE
500 W US HIGHWAY 24INDEPENDENCEMO64050PUBLIC CHARITYGENERAL SUPPORT$2,000
TUFTS UNIVERSITY
80 GEORGE STREETMEDFORDMA02155PUBLIC CHARITYGENERAL SUPPORT$5,000
UNICEF
125 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL SUPPORT$10,000
UPAVIM COMMUNITY DEVELOPMENT FOUNDATION
155-B INDEPENDENCE STREETBERKELEY SPRINGSWV25411PUBLIC CHARITYGENERAL SUPPORT$13,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$16,000
UPPER VALLEY MUSIC CENTER
PO BOX 826LEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$10,000
UTILITY CLUB OF LYME
PO BOX 237LYMENH03768PUBLIC CHARITYGENERAL SUPPORT$500
VERMONT INSTITUTE OF NATURAL SCIENCE (VINS)
6565 WOODSTOCK ROADQUECHEEVT05059PUBLIC CHARITYGENERAL SUPPORT$5,000
VERMONT PUBLIC RADIO
365 TROY AVECOLCHESTERVT05446PUBLIC CHARITYGENERAL SUPPORT$1,000
VISITING NURSE ALLIANCE
46 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$1,000
VITAL COMMUNITIES
195 N MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$1,500
WEST CENTRAL SERVICES
2 WHIPPLEPLACELEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$1,000
WOMEN'S FUND OF NEW HAMPSHIRE
TWO DELTA DRIVECONCORDNH03301PUBLIC CHARITYGENERAL SUPPORTGENERAL SUPPORT$500
ZIENZELE FOUNDATION
PO BOX 41WEST TOPSHAMVT05086PUBLIC CHARITYGENERAL SUPPORT$10,100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$383,200TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$121,895ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$63ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$85,116ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Unrelated Business Taxbl Incm$8,452UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$8,452UnrelatedBusinessTaxblIncmAmt
Exclusion$207,081ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$215,533TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$4,000Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD S&P 500 ETFStockNm
EOY Book Value$5,358,125EOYBookValueAmt
EOYFMV$7,493,302EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFROM LTC K-1 - CORRECTION OF PY BASISDesc
Amt$82,818Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFROM K-1 LTC PARTNERS LPDesc
Revenue And Expenses Per Books$7RevenueAndExpensesPerBooksAmt
Net Investment Income$7NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 LTC PARTNERS LP$60$60$60
FROM K-1 LTC PARTNERS LP$3$3$3
FEDERAL TAX REFUND$8,452$0$8,452

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescOUTSTANDING CHECK IN EXCESS OF CASHDesc
BOY Book Value$258BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS FEESCategoryTxt
Amt$46Amt
Net Investment Income$46NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNH FILING FEECategoryTxt
Amt$75Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$75DisbursementsCharitablePrpsAmt

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