DANIEL K THORNE FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL K THORNE FOUNDATION INC (EIN 13-3857951)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202243159349102864
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T16:02:56-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112318995 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARKOUH FURMAN & FACCIO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133857951 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DANIEL K THORNE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 9177702001 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 - STAR LAKE FARM | AddressLine1Txt |
| City | GEORGES MILLS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD EASTLAND | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9177702001 | PhoneNum |
| Signature | 2022-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | EASTLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONALD BROPHY | PreparerPersonNm |
| PTIN | P00237126 | PTIN |
| Phone | 2122455900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,680,533 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,174 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $450,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,253,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $450,985 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $590,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $590,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,911 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,956 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,955 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,741 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,537 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,248 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,248 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $65,112 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,966 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,146 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,459 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,349 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $377,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $377,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $486,012 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,459 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $397,349 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $510,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $344,634 | CashBOYAmt |
| Cash EOY | $129,465 | CashEOYAmt |
| Cash EOYFMV | $129,465 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,578,903 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,909,913 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,315,397 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,086,701 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,187,621 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,217,758 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $19,288 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $17,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $17,913 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,029,526 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,244,912 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,680,533 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,029,526 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,244,912 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,029,526 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,244,912 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,029,526 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,244,912 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,029,526 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111,239 | OtherIncreasesAmt |
| Subtotal | $6,244,912 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,244,912 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| INVESTMENT SECURITIES | $2,252,539 | $1,802,516 | $450,023 | $450,023 | |
| CAPITAL GAINS DIVIDENDS | $962 | $962 | $962 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $450,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,099 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,099 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,099 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $6,070 | OverpaymentAmt |
| Applied To ES Tax | $6,070 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL K THORNE | IndividualWithBooksNm |
| Phone | 9177702001 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 - STAR LAKE FARM | AddressLine1Txt |
| City | GEORGES MILLS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL K THORNE | ||||||||
| PO BOX 308 STAR LAKE FARM | GEORGES MILLS | NH | 03751 | DIRECTOR & PRESIDENT | 5.00 | $0 | $0 | $0 |
| ALEXANDRA T THORNE | ||||||||
| 135 MIANUS RIVER RD | BEDFORD | NY | 10506 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOSIAH HORNBLOWER | ||||||||
| 3317 BOWMAN AVE | AUSTIN | TX | 78703 | DIRECTOR & TREASURER | 1.00 | $0 | $0 | $0 |
| ROBERT LYNCH | ||||||||
| PO BOX 2119 | GALVESTON | TX | 77553 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARD EASTLAND | ||||||||
| 2120 WILSHIRE BLVD 315 | SANTA MONICA | CA | 90403 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR IAN THOMAS | ||||||||
| 56 LEONARD ST 8AE | NEW YORK | NY | 10013 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 TOWN AND COUNTRY BLVD STE 400 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $57,375 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,259,335 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,259,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,259,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,135,445 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $406,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $406,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,099 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,099 | TotalTaxAmt |
| Distributable Before Adj | $399,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $399,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $399,673 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $397,349 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $397,349 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $399,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $42,731 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,072 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,392 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,833 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,991 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $319,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $397,349 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $397,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,324 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,324 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $316,695 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $40,407 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $276,288 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,072 | ExcessFromYear4Amt |
| Excess From Year3 | $84,392 | ExcessFromYear3Amt |
| Excess From Year2 | $70,833 | ExcessFromYear2Amt |
| Excess From Year1 | $56,991 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DANIEL K THORNE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 308 - STAR LAKE FARM | AddressLine1Txt |
| City | GEORGES MILLS | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9177702001 | RecipientPhoneNum |
| Form And Info And Materials | A WRITTEN GRANT PROPOSAL WITH DOCUMENTATION EVIDENCING THE ORGANIZATIONS EXEMPT STATUS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AFRICAN CHILDRENS HAVEN | |||||||||||
| 4012 PIRATES ALLEY | GALVESTON | TX | 77554 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $1,000 | ||||
| BIRDLIFE INTERNATIONAL | |||||||||||
| NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $5,000 | ATTENBOROUGH BLDG-PEMBROKE ST | CAMBRIDGE | UK | CB2 3QZ | ||||
| BRAIN CHEMISTRY LABS | |||||||||||
| 1130 SOUTH HWY 89-STE D | JACKSON | WY | 83001 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $1,000 | ||||
| DIAN FOSSEY GORILLA FUND INT'L | |||||||||||
| 800 CHEROKEE AVE | ATLANTA | GA | 30315 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $50,000 | ||||
| GALVESTON ARTS CENTER | |||||||||||
| 2127 STRAND ST | GALVESTON | TX | 77550 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $1,000 | ||||
| INTERNATIONAL WILDLIFE TRUST | |||||||||||
| C/O CONCORD TR CO-3 EXECUTIVE PARK | BEDFORD | NH | 03110 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $252,000 | ||||
| NATURE CONSERVANCY-MAINE CHAPTER | |||||||||||
| 14 MAINE ST | BRUNSWICK | ME | 04011 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $40,000 | ||||
| PRESERVATION TRUST VERMONT | |||||||||||
| 104 CHURCH ST - STE 21 | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $10,000 | ||||
| SOCIETY OF ST PAUL'S SCHOOL | |||||||||||
| 325 PLEASANT ST | CONCORD | NH | 03301 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $1,000 | ||||
| THE GRAND 1894 OPERA HOUSE | |||||||||||
| 2020 POSTOFFICE ST | GALVESTON | TX | 77550 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $2,000 | ||||
| WORLD OCEAN OBSERVATORY | |||||||||||
| PO BOX 1 | SEDGWICK | ME | 04676 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $5,000 | ||||
| HELPING HAND HOME FOR CHILDREN | |||||||||||
| 3804 AVE B | AUSTIN | TX | 78751 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $2,000 | ||||
| NEW HAMPSHIRE PRESERVATION ALLIANCE | |||||||||||
| 7 EAGLE SQ | CONCORD | NH | 03301 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $5,000 | ||||
| TALL SHIPS AMERICA | |||||||||||
| 221 3RD ST - STE 101 | NEWPORT | RI | 02840 | NONE | PC | GENERAL SUPPORT (UNRESTRICTED) | $2,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $377,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $450,985 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $590,159 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $590,159 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKKEEPING | $10,272 | $5,136 | $5,136 |
| TAX PREPARATION | $15,639 | $7,820 | $7,819 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS A/C - INVESTMENT SECURITIES | BondNm |
| EOY Book Value | $1,187,621 | EOYBookValueAmt |
| EOYFMV | $1,217,758 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JWTT | $910,654 | $1,296,197 |
| UBS A/C - INVESTMENT SECURITIES | $3,999,259 | $6,019,200 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AIO IV AIV LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $17,913 | BookValueAmt |
| EOYFMV | $17,913 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LP K-1 PASS THRU EXPENSES | $85 | $85 | $0 |
| INVESTMENT EXPENSES | $57,375 | $57,375 | $0 |
| NYS CHARITIES BUREAU FILING FEE | $250 | $0 | $250 |
| OFFICE EXPENSES | $7,012 | $3,506 | $3,506 |
| OTHER FILING FEES | $390 | $0 | $390 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERPERIOD ADJUSTMENTS | Desc |
| Amt | $111,239 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOUNDATION EXCISE TAX | $9,204 | $0 | $0 |
| FOREIGN INCOME TAX WITHHELD | $5,537 | $5,537 | $0 |
Comments