STANNARD & DOROTHY DUNN CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
STANNARD & DOROTHY DUNN CHARITABLE TRUST (EIN 02-6086871)
Tax period
2020-07-01 to 2021-06-30
Filed
2021-11-08
IRS object ID
202113129349100246
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T12:15:01-06:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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
Signature2021-10-27SignatureDt
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 PersonMURIEL D SCHADEEPreparerPersonNm
PTINP00352085PTIN
Phone6034482650PhoneNum
Preparation2021-10-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,751,056FMVAssetsEOYAmt
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$170InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$170InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$110,458DividendsRevAndExpnssAmt
Dividends Net Invst Incm$110,458DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,125NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$19,561GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,125CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$641OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$641OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$112,394TotalRevAndExpnssAmt
Total Net Invst Incm$112,394TotalNetInvstIncmAmt
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
Taxes Rev And Expnss$16,281TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$9OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,290TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,009TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,075TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$377,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$377,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$397,390TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,009TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$380,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$284,996ExcessRevenueOverExpensesAmt
Net Investment Income$111,385NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,104,409SavAndTempCashInvstBOYAmt
Corporate Stock BOY$4,714,047CorporateStockBOYAmt
Corporate Stock EOY$5,534,256CorporateStockEOYAmt
Corporate Stock EOYFMV$8,747,556CorporateStockEOYFMVAmt
Other Investments BOY$85,433OtherInvestmentsBOYAmt
Other Investments EOY$84,895OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,500OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,903,889TotalAssetsBOYAmt
Total Assets EOY$5,619,151TotalAssetsEOYAmt
Total Assets EOYFMV$8,751,056TotalAssetsEOYFMVAmt
Accounts Payable BOY$150AccountsPayableBOYAmt
Accounts Payable EOY$150AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$258OtherLiabilitiesEOYAmt
Total Liabilities BOY$150TotalLiabilitiesBOYAmt
Total Liabilities EOY$408TotalLiabilitiesEOYAmt
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$5,903,739RetainedEarningBOYAmt
Retained Earning EOY$5,618,743RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,903,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,618,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,903,889TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,619,151TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,903,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$284,996ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,618,743SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,618,743TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS FINANCIAL ETF SECURITIESP2021-03-122021-06-21$19,513$18,436$1,077$1,077
FROM K-1 LTC PARTNERS LPP2016-01-012020-12-31$48$48$48
FieldValueIRS element (for citing)
Capital Gain Net Income$1,125CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,548InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,548SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,548TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$10,452OverpaymentAmt
Applied To ES Tax$2,000AppliedToESTaxAmt
Refund$8,452RefundAmt

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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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$7,035,432AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$744,625AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,312FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,783,369TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,783,369AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$116,751CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,666,618NetVlNoncharitableAssetsAmt
Minimum Investment Return$383,331MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$383,331MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,548TaxBasedOnInvestmentIncomeAmt
Total Tax$1,548TotalTaxAmt
Distributable Before Adj$381,783DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$381,783DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$381,783DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$380,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$380,175QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$380,175AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$381,783DistributableAsAdjustedAmt
Undistributed Income PY$56,623UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$380,175QualifyingDistributionsAmt
Applied To Year1$56,623AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$323,552AppliedToCurrentYearAmt
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$58,231UndistributedIncomeCYAmt
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 (87 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTS HONDURAS
PO BOX 433NORWICHVT05055PUBLIC CHARITYGENERAL SUPPORT$3,000
AFRICAN WILDLIFE FOUNDATION
1717 MASS AVE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL SUPPORT$11,000
ALICE PECK DAY MEMORIAL HOSPITAL
125 MASCOMA STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
ANDOVER HISTORICAL SOCIETY
PO BOX 167ANDOVERNH03216PUBLIC CHARITYGENERAL SUPPORT$5,000
AUSBON SARGENT LAND PRESERVATION TRUST
PO BOX 2040NEW LONDONNH03257PUBLIC CHARITYGENERAL SUPPORT$6,000
AVA GALLERY
11 BANK STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$6,000
CAMERATA OF NEW ENGLAND
PO BOX 5173HANOVERNH03755PUBLIC CHARITYGENERAL SUPPORT$300
CASTLE PRESERVATION SOCIETY
455 OLD MOUNTAIN ROADMOULTONBOROUGHNH03254PUBLIC CHARITYGENERAL SUPPORT$15,000
CATHOLIC CHARITIES OF NH
24 HANOVER STREET 8LEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$2,000
CCBA
1 TAYLOR STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
CENTER FOR CARTOON STUDIES
94 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$350
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$16,000
EARTHWATCH INSTITUTE
3 CLOCK TOWER PLACEMAYNARDMA01754PUBLIC CHARITYGENERAL SUPPORT$1,000
ENFIELD SHAKER MUSEUM
447 ROUTE 4AENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$1,000
EQUAL JUSTICE INITIATIVES
122 COMMERCE STREETMONTGOMERYAL36104PUBLIC CHARITYGENERAL SUPPORT$5,000
FAIRBANKS MUSEUM
1302 MAIN STREETST JOHNSBURYVT05819PUBLIC CHARITYGENERAL SUPPORT$18,000
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$200
FRIENDS OF THE BOSTON PARK RANGERS
PO BOX 67147CHESTNUT HILLMA02467PUBLIC CHARITYGENERAL SUPPORT$5,000
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$1,000
GOOD NEIGHBOR HEALTH CLINICS
70 NORTH MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
GREEN MOUNTAIN HORSE ASSOCIATION
PO BOX 83SOUTH WOODSTOCKVT05071PUBLIC CHARITYGENERAL SUPPORT$5,000
GREENPEACE
1118 MAUNAWILI ROADKAILUAHI96734PUBLIC CHARITYGENERAL SUPPORT$16,000
HABITAT FOR HUMANITY
17 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$4,000
HARTFORD DISMAS HOUSE
P O BOX 174HARTFORDVT05047PUBLIC CHARITYGENERAL SUPPORT$2,000
HAYMARKET PEOPLE'S FUND
42 SEAVERNS AVENUEBOSTONMA02130PUBLIC CHARITYGENERAL SUPPORT$1,000
HISTORIC NEW ENGLAND
141 CAMBRIDGE STREETBOSTONMA02114PUBLIC CHARITYGENERAL SUPPORT$400
HUMANE SOCIETY OF US
1787 VT ROUTE 112JACKSONFILLEVT05342PUBLIC CHARITYGENERAL SUPPORT$500
HUNTINGTON THEATER
264 HUNTINGTON AVENUEBOSTONMA02115PUBLIC CHARITYGENERAL SUPPORT$800
KIMBALL JENKINS SCHOOL OF ART
266 NORTH MAIN STREETCONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$15,000
LEBANON OPERA HOUSE
51 N PARK STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
LEDYARD CHARTER SCHOOL
11 ELDRIDGE STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$5,000
LISTEN COMMUNITY SERIVCE
387 MIRACLE MILELEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$3,000
LIVESTOCK CONSERVANCY
PO BOX 477PITTSBORONC27312PUBLIC CHARITYGENERAL SUPPORT$6,000
LYME BAPTIST CHURCH LADIES
177 DORCHESTER ROADLYME CENTERNH03769PUBLIC CHARITYGENERAL SUPPORT$1,000
LYME CONGREGATIONAL CHURCH
1 DORCHESTER ROADLYMENH03768PUBLIC CHARITYGENERAL SUPPORT$2,000
LYME HISTORIANS
183 DORCHESTER ROADLYMENH03768PUBLIC CHARITYGENERAL SUPPORT$1,000
MASS GENERAL HOSPITAL
41 FARNSWORTH STREETBOSTONMA02210PUBLIC 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$500
MT ASCUTNEY HOSPITAL
289 COUNTY ROADWINDSORVT05089PUBLIC CHARITYGENERAL SUPPORT$5,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554PUBLIC CHARITYGENERAL SUPPORT$250
NATIONAL TRUST FOR HISTORIC PRESERVATION
1785 MASS AVE NWWASHINGTONDC20036PUBLIC CHARITYGENERAL SUPPORT$400
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011PUBLIC CHARITYGENERAL SUPPORT$1,200
NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
99 NEWBURY STREETBOSTONMA02116PUBLIC CHARITYGENERAL SUPPORT$500
NH HISTORICAL SOCIETY
30 PARK STREETCONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$2,000
NH PRESERVATION ALLIANCE
PO BOX 268CONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$5,000
NH PUBLIC RADIO
MAIN STREETCONCORDNH03301PUBLIC CHARITYGENERAL SUPPORT$1,500
NORTHERN STAGE
PO BOX 4287WHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$2,000
OPEN FIELDS SCHOOL
37 ACADEMY ROADTHETFORDVT05074PUBLIC CHARITYGENERAL SUPPORT$400
OPERA NORTH
PO BOX 83NORWICHVT05055PUBLIC CHARITYGENERAL SUPPORT$5,000
ORANGUTAN FOUNDATION INTERNATIONAL
824 S WELLESLEY AVENUELOS ANGELESCA90049PUBLIC CHARITYGENERAL SUPPORT$10,000
ORFORD TOWN HALL HERITAGE
PO BOX 85ORFORDVT03777PUBLIC CHARITYGENERAL SUPPORT$300
OXFAM AMERICA
26 WEST STREETBOSTONMA02111PUBLIC CHARITYGENERAL SUPPORT$16,000
PARISH PLAYERS
PO BOX 136THETFORDVT05074PUBLIC CHARITYGENERAL SUPPORT$500
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
75 SOUTH MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC 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$15,000
SALVATION ARMY
PO BOX 3647PORTLANDME04104PUBLIC CHARITYGENERAL SUPPORT$2,000
SECOND GROWTH
205 BILLINGS FARM ROADWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$3,000
SHAKER MUSEUM
447 NH ROUTE 4AENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$5,000
SHELBURNE FARM & MUSEUM
1611 HARBOR ROADSHELBURNEVT05482PUBLIC CHARITYGENERAL SUPPORT$5,750
SMITHSONIAN
PO BOX 37012WASHINGTONDC20013PUBLIC CHARITYGENERAL SUPPORT$500
SPAULDING YOUTH CENTER
PO BOX 189TILTONNH03276PUBLIC CHARITYGENERAL SUPPORT$6,000
STRAWBERRY BANKE
PO BOX 300PORTSMOUTHNH03801PUBLIC CHARITYGENERAL SUPPORT$3,500
THE FELLS
PO BOX 276NEWBURYNH03255PUBLIC CHARITYGENERAL SUPPORT$2,000
TRUMAN LIBRARY INSTITUTE
500 W US HIGHWAY 24INDEPENDENCEMO64050PUBLIC CHARITYGENERAL SUPPORT$1,000
TUFTS UNIVERSITY
80 GEORGE STREETMEDFORDMA02155PUBLIC CHARITYGENERAL SUPPORT$5,000
UNICEF
125 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL SUPPORT$8,000
UPAVIM COMMUNITY DEVELOPMENT FOUNDATION
155-B INDEPENDENCE STREETBERKELEY SPRINGSWV25411PUBLIC CHARITYGENERAL SUPPORT$13,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$5,000
UPPER VALLEY MUSIC CENTER
PO BOX 826LEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$17,000
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
WORLD LEARNING
PO BOX 676BRATTLEBOROVT05302PUBLIC CHARITYGENERAL SUPPORT$500
ZIENZELE FOUNDATION
PO BOX 41WEST TOPSHAMVT05086PUBLIC CHARITYGENERAL SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$377,100TotalGrantOrContriPdDurYrAmt
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$170ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110,458ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion41ExclusionCd
Exclusion$641ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,125ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$112,394ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$112,394TotalIncomeProducingActyAmt

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$5,534,256EOYBookValueAmt
EOYFMV$8,747,556EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLTC PARTNERS LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$84,895BookValueAmt
EOYFMV$3,500EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FROM K-1 LTC PARTNERS LP$7$7$0
FEES$2$2$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FROM K-1 LTC PARTNERS LP$638$638$638
FROM K-1 LTC PARTNERS LP$3$3$3

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NH FILING FEE$75$0$75
FEDERAL TAXES$4,206$0$0
FEDERAL ESTIMATES$12,000$0$0

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