GREENSPAN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GREENSPAN FOUNDATION (EIN 02-6008379)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-10-15
- IRS object ID
- 202112889349100311
- Schema version
- 2020v4.1
- 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
- Expenditure Responsibility Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T10:00:23-05:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH 7TH FLOOR | AddressLine1Txt |
| City | Islen | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026008379 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENSPAN FOUNDATION 5223318 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 6174411548 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE STREET 18TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL G SCHIFFMAN | PersonNm |
| Person Title | CO - TRUSTEE | PersonTitleTxt |
| Phone | 6174411548 | PhoneNum |
| Signature | 2021-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EILEEN SZENTJOBI | PreparerPersonNm |
| PTIN | P00665127 | PTIN |
| Phone | 7325165151 | PhoneNum |
| Preparation | 2021-10-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,901,166 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $53,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,109 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,109 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $307,745 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $305,349 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,893 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $942 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $771 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $2,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,210 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,672 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,210 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $218,203 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,672 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,360 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,677 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,233 | CashBOYAmt |
| Cash EOY | $35,359 | CashEOYAmt |
| Cash EOYFMV | $35,394 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,700 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $188,623 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $165,357 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $162,446 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,382,862 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,428,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,925,893 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $550,763 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $556,787 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $570,288 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,171 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $113,605 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,445 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,288,752 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,379,873 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,901,166 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,288,752 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,379,873 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,288,752 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,379,873 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,288,752 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,379,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,288,752 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,582 | OtherIncreasesAmt |
| Subtotal | $2,379,876 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,379,873 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 11. AMAZON.COM | 2016-08-25 | 2020-09-24 | $33,359 | $8,322 | $25,037 | $25,037 | |
| 48. AMERICAN TOWER CORP | 2018-12-17 | 2021-02-26 | $10,458 | $7,773 | $2,685 | $2,685 | |
| 25. BECTON DICKINSON & CO | 2015-08-11 | 2021-03-24 | $6,038 | $3,702 | $2,336 | $2,336 | |
| 218. BRISTOL MYERS SQUIBB | 2019-10-28 | 2021-04-27 | $14,400 | $12,146 | $2,254 | $2,254 | |
| 255. CHEVRONTEXACO CORP | 2019-04-05 | 2020-10-29 | $17,483 | $32,197 | -$14,714 | -$14,714 | |
| 110. CHEVRONTEXACO CORP | 2020-06-05 | 2020-10-29 | $7,542 | $11,084 | -$3,542 | -$3,542 | |
| 50. CINTAS CORP | 2012-09-28 | 2020-08-20 | $16,017 | $2,081 | $13,936 | $13,936 | |
| 146. FACEBOOK INC-A | 2021-02-26 | $38,356 | $20,185 | $18,171 | $18,171 | ||
| 358.07 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-06-15 | $358 | $349 | $9 | $9 | |
| 358.99 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-07-15 | $359 | $350 | $9 | $9 | |
| 359.91 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-08-17 | $360 | $351 | $9 | $9 | |
| 360.84 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-09-15 | $361 | $352 | $9 | $9 | |
| 361.77 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-10-15 | $362 | $353 | $9 | $9 | |
| 362.7 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-11-16 | $363 | $353 | $10 | $10 | |
| 363.63 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2020-12-15 | $364 | $354 | $10 | $10 | |
| 366.06 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2021-01-15 | $366 | $357 | $9 | $9 | |
| 16055.36 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2021-02-16 | $16,055 | $15,644 | $411 | $411 | |
| 263.32 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2021-03-15 | $263 | $257 | $6 | $6 | |
| 44256.91 FHLMC POOL #T4-5115 2.5% 11/01/2032 | 2018-03-21 | 2021-03-19 | $44,766 | $43,123 | $1,643 | $1,643 | |
| 1008.15 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-06-25 | $1,008 | $1,029 | -$21 | -$21 | |
| 1077.74 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-07-27 | $1,078 | $1,100 | -$22 | -$22 | |
| 1087.45 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-08-25 | $1,087 | $1,110 | -$23 | -$23 | |
| 1116.87 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-09-25 | $1,117 | $1,140 | -$23 | -$23 | |
| 1097.6 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-10-26 | $1,098 | $1,121 | -$23 | -$23 | |
| 1061.35 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-11-25 | $1,061 | $1,084 | -$23 | -$23 | |
| 1052.51 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2020-12-28 | $1,053 | $1,075 | -$22 | -$22 | |
| 985. FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2021-01-25 | $985 | $1,006 | -$21 | -$21 | |
| 991.47 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2021-02-25 | $991 | $1,012 | -$21 | -$21 | |
| 26074.54 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2021-03-10 | $27,810 | $26,620 | $1,190 | $1,190 | |
| 878.3 FNMA POOL #BM-1231 3.5% 11/01/2031 | 2018-03-26 | 2021-03-25 | $878 | $897 | -$19 | -$19 | |
| 50000. GILEAD SCIENCES INC 2.55% 09/01/2020 | 2015-09-14 | 2020-09-01 | $50,000 | $50,000 | |||
| 1100. ISHARES COMEX GOLD TRUST | 2021-02-08 | 2021-04-01 | $18,038 | $19,316 | -$1,278 | -$1,278 | |
| 31. LOWES COS INC | 2016-08-25 | 2020-09-24 | $4,934 | $2,390 | $2,544 | $2,544 | |
| 50000. MORGAN STANLEY 5.5% 07/24/2020 | 2010-07-21 | 2020-07-24 | $50,000 | $49,746 | $254 | $254 | |
| 279. NEXTERA ENERGY INC | 2021-02-26 | $20,643 | $11,496 | $9,147 | $9,147 | ||
| 114. PALO ALTO NETWORKS INC | 2017-07-10 | 2021-04-27 | $40,813 | $15,708 | $25,105 | $25,105 | |
| 160. PAYPAL HOLDINGS INC | 2020-10-29 | $31,334 | $17,502 | $13,832 | $13,832 | ||
| 100. PEPSICO INC | 2007-05-15 | 2020-08-20 | $13,611 | $6,755 | $6,856 | $6,856 | |
| 2045.996 T ROWE PRICE TAX FREE HIGH YIELD FUND IN | 2016-12-28 | 2020-08-19 | $24,572 | $23,897 | $675 | $675 | |
| 150. SPDR S&P MIDCAP 400 ETF TR UNIT SERIES 1 | 2008-04-23 | 2020-08-20 | $52,498 | $22,514 | $29,984 | $29,984 | |
| 150. SPDR S&P MIDCAP 400 ETF TR UNIT SERIES 1 | 2020-11-17 | $58,544 | $17,850 | $40,694 | $40,694 | ||
| 62. SALESFORCE COM INC | 2015-05-13 | 2020-06-05 | $10,759 | $4,449 | $6,310 | $6,310 | |
| 43. SALESFORCE COM INC | 2015-05-13 | 2021-02-26 | $9,391 | $3,085 | $6,306 | $6,306 | |
| 75. STARBUCKS CORP | 2020-04-29 | 2021-04-27 | $8,694 | $5,789 | $2,905 | $2,905 | |
| 4710.28 VANGUARD INTERMEDIATE-TERM TAX-EXEMPT FUND ADMIRAL CLASS SHS | 2018-12-31 | 2020-08-19 | $69,618 | $65,520 | $4,098 | $4,098 | |
| 725. VERIZON COMMUNICATIONS | 2018-06-27 | 2021-03-24 | $41,456 | $35,871 | $5,585 | $5,585 | |
| 100. VISA INC | 2011-09-22 | 2020-10-29 | $18,524 | $2,200 | $16,324 | $16,324 | |
| 300. XYLEM INC | 2020-03-02 | 2021-04-27 | $33,133 | $24,315 | $8,818 | $8,818 | |
| 63. ACCENTURE PLC IRELAND SHS CLASS A | 2013-04-02 | 2021-04-27 | $18,248 | $4,851 | $13,397 | $13,397 | |
| 127. MEDTRONIC PLC SHS | 2017-04-18 | 2021-04-27 | $16,501 | $10,221 | $6,280 | $6,280 | |
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,004 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,109 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,050 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,050 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,824 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6174411548 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 18TH FL | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jill G Schiffman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 Rip Road | AddressLine1Txt |
| City | Hanover | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President, Treasurer, Secretary | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,484,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $219,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,703,791 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,703,791 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,648,234 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $182,412 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $182,412 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,874 | TotalTaxAmt |
| Distributable Before Adj | $178,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,360 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $191,360 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $191,360 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,838 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,258 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,128 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,680 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,182 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $191,360 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $179,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,822 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,908 | 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 | $10,838 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $38,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,258 | ExcessFromYear4Amt |
| Excess From Year3 | $1,128 | ExcessFromYear3Amt |
| Excess From Year2 | $7,680 | ExcessFromYear2Amt |
| Excess From Year1 | $13,182 | ExcessFromYear1Amt |
| Excess From Current Year | $11,822 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CAMBRIDGE TRUST CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 ELM ST STE 201 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6033695107 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS AND ORGANIZATIONAL BACKGROUND | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MANCHESTER REGIONAL COMMUNITY FOUNDATION | ||||||||
| 37 PLEASANT | Concord | NH | 03301 | NONE | PC | GENERAL | $2,000 | |
| GEISEL MEDICAL SCHOOL AT DARTMOUTH | ||||||||
| 1 MEDICAL CENTER DRIVE HB 7070 | Lebanon | NH | 037560001 | NONE | PC | GENERAL OPERATING | $2,000 | |
| COLBY SAWYER COLLEGE ANNUAL FUND | ||||||||
| 541 MAIN ST | New London | NH | 032579958 | NONE | PC | GENERAL OPERATING | $6,000 | |
| NEW LONDON HOSPITAL | ||||||||
| 273 COUNTY RD | New London | NH | 032577700 | NONE | PC | GENERAL OPERATING | $1,000 | |
| THE WEBSTER HOUSE | ||||||||
| 135 WEBSTER STREET | Manchester | NH | 03104 | NONE | PC | GENERAL OPERATING | $2,400 | |
| MOORE CENTER SERVICES GARDEN PARTY | ||||||||
| 195 MCGREGOR ST SUITE 400 | Manchester | NH | 03102 | NONE | PC | GENERAL OPERATING | $1,500 | SPONSORSHIP |
| BREAKTHROUGH MANCHESTER | ||||||||
| 2108 RIVER ROAD | Manchester | NH | 03104 | NONE | PC | GENERAL OPERATING | $1,000 | AT THE DERRYFIELD SCHOOL |
| CAMPAIGN FOR LEGAL SERVICES | ||||||||
| 117 NORTH STATE ST | Concord | NH | 03301 | NONE | PC | GENERAL OPERATING | $1,000 | CO |
| NH HUMANITIES | ||||||||
| 117 PLEASANT ST | Concord | NH | 03301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WISE | ||||||||
| 38 BANK STREET | Lebanon | NH | 03766 | NONE | PC | GENERAL OPERATING | $1,000 | |
| UPPER VALLEY JEWISH HISTORY PROJECT | ||||||||
| 5 OCCOM RIDGE | Hanover | NH | 03755 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CAREGIVERS | ||||||||
| 19 HARVEY ROAD | Bedford | NH | 03110 | NONE | PC | GENERAL OPERATING | $500 | |
| Amoskeag Health | ||||||||
| 145 HOLLIS STREET 2ND FLOOR | Manchester | NH | 03101 | NONE | PC | GENERAL | $1,000 | |
| CIRCLE PROGRAM | ||||||||
| 85 MAIN ST POBOX 815 | Plymouth | NH | 03264 | NONE | PC | GENERAL OPERATING | $1,000 | |
| Granite United Way | ||||||||
| 22 CONCORD STREE FLOOR 2 | Manchester | NH | 03101 | NONE | NONE | GENERAL | $1,000 | |
| PPNNE | ||||||||
| 128 LAKESIDE AVE SUITE 301 | Burlington | VT | 05401 | NONE | PC | GENERAL OPERATING | $5,000 | |
| UPPER VALLEY HAVEN | ||||||||
| 713 HARTFORD AVE | White River Jct | VT | 05001 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GOOD NEIGHBOR HEALTH CLINIC | ||||||||
| 70 NORTH MAIN ST | White River Junction | VT | 05001 | NONE | PC | GENERAL OPERATING | $2,000 | |
| THE SHARON ACADEMY | ||||||||
| POBOX 207 | SHARON | MA | 05065 | NONE | PC | GENERAL OPERATING | $4,000 | |
| CASTING FOR RECOVERY | ||||||||
| POBOX 1123 3738 MAIN ST | Manchester | VT | 05254 | NONE | PC | GENERAL OPERATING | $2,000 | |
| VITAL COMMUNITIES | ||||||||
| 195 N MAIN ST | WHITE RIVER JUNCTION | VT | 05001 | NONE | PC | GENERAL OPERATING | $2,000 | |
| Upper Valley Trails Alliance Inc | ||||||||
| PO BOX 1215 | Norwich | VT | 05055 | NONE | PC | GENERAL | $1,000 | |
| SMITH COLLEGE FUND | ||||||||
| POBOX 340029 | Boston | MA | 022410429 | NONE | PC | GENERAL OPERATING | $5,000 | |
| JEWISH WOMEN'S ARCHIVE | ||||||||
| 1 HARVARD ST SUITE 200 | Brookline | MA | 02445 | NONE | PC | GENERAL OPERATING | $1,000 | |
| YMCA CAMP CONISTON | ||||||||
| POBOX 185 | Grantham | NH | 03753 | NONE | PC | GENERAL OPERATING | $5,000 | |
| NORTHERN STAGE | ||||||||
| POBOX 4287 | White River Jct | VT | 05001 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ACCELERATED CURE FOR MS | ||||||||
| 460 TOTTENHAM POND RD SUITE 140 | Waltham | MA | 024519827 | NONE | PC | GENERAL OPERATING | $1,000 | |
| COMPASSIONATE CARE ALS | ||||||||
| POBOX 1052 | West Falmouth | MA | 02574 | NONE | PC | GENERAL OPERATING | $1,000 | |
| American Friends Of The Hebrew | ||||||||
| ONE BATTERY PARK PLAZA SUITE 25TH F | New York | NY | 10004 | NONE | PC | GENERAL | $10,000 | University Inc |
| COLUMBIA UNIVERSITY TEACHERS | ||||||||
| BOX 306 525 WEST 120TH ST | New York | NY | 100276696 | NONE | PC | GENERAL OPERATING | $1,000 | COLLEGE |
| NATURAL RESOURCES DEFENSE COUNCIL INC | ||||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING | $1,000 | |
| James Beard Foundation | ||||||||
| 167 WEST 12TH STREET | New York | NY | 10011 | NONE | PC | GENERAL | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 40 COURT STREET | Boston | MA | 021082202 | NONE | PC | GENERAL OPERATING | $1,000 | |
| ALS ASSOCIATION | ||||||||
| 1275 K STREET | Washington | DC | 20005 | NONE | PC | GENERAL OPERATING | $1,000 | |
| VIOLENCE INTERVENTION PROGRAM | ||||||||
| PO BOX 1161 TRIBOROUGH STATION | New York | NY | 10035 | NONE | PC | GENERAL | $1,000 | |
| RENOVATION IN MUSIC EDUCATION | ||||||||
| 1324 R ST NW - 3 | Washington | DC | 20009 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NATIONAL MS - NO CA CHAPTER | ||||||||
| 1700 OWEN ST - SUITE 190 | San Francisco | CA | 94158 | NONE | PC | GENERAL OPERATING | $3,500 | |
| THE WILD CENTER | ||||||||
| 45 MUSEUM DRIVE | Tupper Lake | NY | 12986 | NONE | PC | GENERAL OPERATING | $5,000 | |
| DAVID'S HOUSE | ||||||||
| 461 MT SUPPORT RD POBOX 660 | Lebanon | NH | 03766 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AUSBON SARGENT LAND PRESERVATION | ||||||||
| 71 PLEASANT STREET | NEWLONDON | NH | 03257 | NONE | PC | GENERAL OPERATING | $1,000 | |
| FIRST (CO DEKA CORP) | ||||||||
| 200 BEDFORD ST | Manchester | NH | 03101 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GOOD BEGINNINGS OF THE UPPER VALLEY | ||||||||
| POBOX 5054 | West Lebanon | NH | 03784 | NONE | PC | GENERAL OPERATING | $500 | |
| OCEAN CONSERVANCY | ||||||||
| 1300 19TH STREET NW NO 8TH FL | Washington | DC | 20036 | NONE | PC | GENERAL | $1,000 | |
| GRAFTON COUNTY SENIOR CITIZENS COUNCIL | ||||||||
| 10 CAMBELL ST | LEBANON | NH | 03766 | NONE | PC | GENERAL OPERATING | $2,000 | |
| NEW HORIZONS MANCHESTER SOUP | ||||||||
| 199 MANCHESTER ST POBOX 691 | Manchester | NH | 031050691 | NONE | PC | GENERAL OPERATING | $1,000 | KITCHEN |
| PALACE THEATRE TRUST | ||||||||
| 80 HANOVER ST | Manchester | NH | 03101 | NONE | PC | GENERAL OPERATING | $750 | |
| MONTSHIRE MUSEUM OF SCIENCE | ||||||||
| 1 MONTSHIRE DRIVE | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $3,000 | |
| MAYHEW PROGRAM | ||||||||
| POBOX 120 | Bristol | NH | 03222 | NONE | PC | GENERAL OPERATING | $1,000 | |
| Muttville | ||||||||
| PO BOX 410207 | San Francisco | CA | 94141 | NONE | PC | GENERAL | $1,000 | |
| BOB WOODRUFF FOUNDATION | ||||||||
| 1350 BROADWAY SUITE 905 | New York | NY | 10018 | NONE | PC | GENERAL OPERATING | $1,000 | |
| DARTMOUTH HITCHCOCK HEALTH CENTER | ||||||||
| 1 MEDICAL CENTER DRIVE | Lebanon | NH | 03756 | NONE | SO I | GENERAL OPERATING | $2,000 | |
| NH CHILDREN'S TRUST | ||||||||
| 10 FERRY ST SUITE 315 | Concord | NH | 03301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 65NEW YORK AVEN NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL OPERATING | $5,000 | |
| BOYS & GIRLS CLUB OF NNH | ||||||||
| POBOX 111 | Littleton | NH | 03561 | NONE | PC | GENERAL OPERATING | $1,000 | |
| NEW LONDON BARN PLAYHOUSE | ||||||||
| POBOX 9 | New London | NH | 03257 | NONE | PC | GENERAL OPERATING | $8,500 | |
| HILGOS FOUNDATION | ||||||||
| 406 WOODLAND RD | Highland Park | IL | 60035 | NONE | PF | GENERAL OPERATING | $1,000 | |
| GRASSROOT SOCCER | ||||||||
| POBOX 712 | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $2,000 | |
| DHMC NORRIS COTTON CANCER CENTER | ||||||||
| ONE MEDICAL CENTER DRIVE | Lebanon | NH | 03756 | NONE | PF | GENERAL OPERATING | $1,000 | |
| ARTS4NH | ||||||||
| PO BOX 4176 | CONCORD | NH | 03302 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HIMELE | ||||||||
| 1296 AUWAIKU ST | Kailua | HI | 96734 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SHARE OUR STRENGTH | ||||||||
| 1030 15TH STREET NW NO 1100W | Washington | DC | 20005 | NONE | PF | GENERAL | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| POBOX 9632 | Manchester | NH | 031089632 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HOMES FOR OUR TROOPS | ||||||||
| 6 MAIN ST | Taunton | MA | 02780 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AMERICAN FURNITURE MASTERS INSTITUTE | ||||||||
| 14 BRIAR RD | BEDFORD | NH | 03110 | NONE | PC | GENERAL OPERATING | $1,000 | |
| LUCILE PACKARD CHILDREN'S HOSPITAL | ||||||||
| 400 HAMILTON AVE SUITE 340 | Palo Alto | CA | 94301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| INTERNATIONAL CHILDREN'S ASSISTANCE | ||||||||
| 1874 GREAT HIGHWAY | San Francisco | CA | 94122 | NONE | PC | GENERAL OPERATING | $1,000 | NETWORK |
| BRI'S ADIRONDACK CENTER FOR LOON | ||||||||
| POBOX 195 | Ray Brook | NY | 12977 | NONE | PC | GENERAL OPERATING | $1,000 | CONSERVATION |
| Moonrise Therapeutics | ||||||||
| PO BOX 96 | TAFTSVILLE | VT | 05073 | NONE | PC | GENERAL | $1,000 | |
| Visiting Nurse and Hospice | ||||||||
| 88 PROSPECT ST | White River Junction | VT | 05001 | NONE | PF | GENERAL | $1,000 | |
| Children's Hospital at Dartmouth- | ||||||||
| 1 MEDICAL CENTER DR | Lebanon | NH | 03756 | NONE | PC | GENERAL | $1,000 | Hitchcock (DHHCHAD) |
| WAYPOINT | ||||||||
| 318 5TH ST SE | CEDAR RAPIDS | IA | 52401 | NONE | PC | GENERAL OPERATING | $500 | |
| AVA-Gallery and Art Center | ||||||||
| 11 BANK STREET | Lebanon | NH | 03766 | PC | GENERAL OPERATING | $1,000 | ||
| CALIFORNIA ACADEMY OF SCIENCES | ||||||||
| 55 MUSIC CONCOURSE WAY GOLDEN GATE | San Francisco | CA | 94118 | NONE | PC | GENERAL OPERATING | $2,500 | |
| STANFORD UNIVERSITY CANCER DISCOVERY FUN | ||||||||
| PO BOX 20466 | STANFORD | CA | 94309 | NONE | PC | GENERAL OPERATING | $1,000 | |
| GLIDE FOUNDATION | ||||||||
| 330 ELLIS ST | SAN FRANCISCO | CA | 94102 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PENINSULA VOLUNTEERS INC | ||||||||
| 800 MIDDLE AVE | Menlo Park | CA | 94025 | NONE | PC | GENERAL OPERATING | $1,000 | |
| AVENIDAS ROSE KLEINER SENIOR DAY | ||||||||
| 270 ESCUELA AVENUE | Mountain View | CA | 94040 | NONE | PC | GENERAL OPERATING | $1,000 | HEALTH CENTER |
| Saint James Episcopal Church | ||||||||
| 300 BROADWAY | Long Branch | NJ | 07740 | NONE | PC | GENERAL | $1,000 | Food Bank |
| BOYS & GIRLS CLUB OF THE PENINSULA | ||||||||
| 401 PIERCE ROAD | MENLO PARK | CA | 94025 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HUCKLEBERRY YOUTH SERVICES | ||||||||
| 3210 GEARY BLVD | San Francisco | CA | 94118 | NONE | PC | GENERAL OPERATING | $1,000 | |
| EXPLORATORIUM | ||||||||
| PIER 17 SUITE 100 | San Francisco | CA | 94111 | NONE | PC | GENERAL OPERATING | $1,000 | |
| MEALS ON WHEELS OF SAN FRANCISCO | ||||||||
| 1375 FAIRFAX AVENUE | San Francisco | CA | 94124 | NONE | PC | GENERAL OPERATING | $1,500 | |
| LA COMIDA DE CALIFORNIA INC | ||||||||
| 450 BRYANT STREET | Palo Alto | CA | 94301 | NONE | PC | GENERAL OPERATING | $1,000 | |
| RONALD MCDONALD HOUSE OF STANFORD | ||||||||
| 520 SAND HILL RD | Palo Alto | CA | 943042001 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SECOND HARVEST FOOD BANKS | ||||||||
| PO BOX 1240 | San Jose | CA | 951081240 | NONE | PC | GENERAL OPERATING | $2,000 | OF SAN MATEO & SANTA CLARA COUNTIES |
| CALIRONIA PACIFIC MEDICAL CENTER | ||||||||
| 2015 STEINER ST | San Francisco | CA | 94115 | NONE | PC | GENERAL OPERATING | $1,500 | FOUNDATION NICU |
| EASTSIDE PREP SCHOOL | ||||||||
| 1041 MYRTLE STREET EAST | Palo Alto | CA | 94303 | NONE | PC | GENERAL OPERATING | $3,000 | |
| GIANTS COMMUNITY FUND | ||||||||
| 24 WILLIE MAYS PLAZA | San Francisco | CA | 94107 | NONE | PC | GENERAL OPERATING | $1,000 | |
| SONRISAS COMMUNITY DENTAL CENTER | ||||||||
| 210 SAN MATEO ROAD SUITE 104 | Half Moon Bay | CA | 94019 | NONE | PC | GENERAL OPERATING | $1,000 | |
| CREATE NOW | ||||||||
| 1611 HOPE ST SUITE E | Los Angeles | CA | 900154115 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HAWAI'I PREPARATORY ACADEMY | ||||||||
| 65-1692 KOHALA MOUNTAIN ROAD | KAMUELA | HI | 96743 | NONE | PC | GENERAL OPERATING | $1,000 | |
| HAWAII ISLAND UNITED WAY | ||||||||
| POBOX 745 | Hilo | HI | 976210745 | NONE | PC | GENERAL OPERATING | $1,000 | |
| TEMPLE ADATH YESHURUN | ||||||||
| 450 KIMBER ROAD | SYRACUSE | NY | 13224 | NONE | PC | GENERAL OPERATING | $3,000 | |
| NEW HAMPSHIRE WOMEN'S FOUNDATION | ||||||||
| 18 LOW AVE SUITE 205 | CONORD | NH | 03301 | NONE | PC | GENERAL OPERATING | $4,000 | |
| WILLING HANDS | ||||||||
| 198 CHURCH STREET | Norwich | VT | 05055 | NONE | PC | GENERAL OPERATING | $1,500 | |
| NAACP LEGAL DEFENSE AND EDUCATION FUND | ||||||||
| 40 RECTOR STREET FIFTH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $1,000 | |
| JEWISH FEDERATION OF NEW HAMPSHIRE | ||||||||
| 66 HANOVER ST | MANCHESTER | NH | 03101 | NONE | PC | GENERAL OPERATING | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 616TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL OPERATING | $1,000 | |
| PENDRAGON THEATRE | ||||||||
| 15 BRANDY BRK | Saranac Lake | NY | 12983 | NONE | PC | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,150 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $254,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $307,745 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $307,745 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|
| HILGOS FOUNDATION | ||||||||
| 406 WOODLAND RD | HIGHLAND PARK | IL | 60035 | 2021-05-07 | $1,000 | CHARITABLE PURPOSE | No | 9/21/2021 |
| AMOSKEAG HEALTH | ||||||||
| 145 HOLLIS ST | MANCHESTER | NH | 03101 | 2021-05-07 | $1,000 | CHARITABLE PURPOSE | No | 9/27/2021 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| AUDIT & ACCOUNTING FEE | $2,135 | $0 | $2,135 |
| ATTORNEY GENERAL FEES | $75 | $0 | $75 |
| ADR FEES | $8 | $8 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BOOK TO TAX COST ADJUSTMENT | $848 |
| ACCRUED INTEREST FROM PRIOR PERIOD | $734 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $25,893 | Amt |
| Net Investment Income | $25,893 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $439 | $439 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $171 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $228 | $228 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $104 | $104 | $0 |
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