SANDS FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SANDS FAMILY FOUNDATION (EIN 04-3493760)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202131319349102183
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T14:12:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043101268 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph T Barinelli CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 Grove Street STE 380 | AddressLine1Txt |
| City | Wellesley | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043493760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SANDS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 7818560500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 WINDMILL HILL RD | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | O JACKSON SANDS III | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 7818560500 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | O | PersonFirstNm |
| Person Last | JACKSON SANDS III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph T Barinelli CPA | PreparerPersonNm |
| PTIN | P01206303 | PTIN |
| Phone | 7812399696 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 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 | $771,551 | 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 | $28,096 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,281 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$40,887 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $227,836 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$12,791 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,281 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,375 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $732 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $252 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,627 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $186,092 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $186,092 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,734 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,627 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $186,627 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$206,525 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,654 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $11,001 | CashBOYAmt |
| Cash EOY | $16,537 | CashEOYAmt |
| Cash EOYFMV | $16,537 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,955 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $655,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $554,097 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $740,059 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $32,229 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $726,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $585,589 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $771,551 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $726,490 | RetainedEarningBOYAmt |
| Retained Earning EOY | $585,589 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $726,490 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $585,589 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $726,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $585,589 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $726,490 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$206,525 | ExcessRevenueOverExpensesAmt |
| Other Increases | $65,624 | OtherIncreasesAmt |
| Subtotal | $585,589 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $585,589 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH PUBLICLY TRADED SECURITES | $35,358 | $42,730 | -$7,372 | -$7,372 | |||
| 150 VIPER ENERGY PARTNERS | $1,364 | $4,125 | -$2,761 | -$2,761 | 2019-05-06 | 2020-03-09 | |
| 575 KIMBELL RTY PARTNERS | $2,480 | $8,664 | -$6,184 | -$6,184 | 2020-01-28 | 2020-03-20 | |
| MERRILL LYNCH PUBLICLY TRADED SECURITES | $186,562 | $213,204 | -$26,642 | -$26,642 | |||
| Capital Gains Dividends | $2,072 | $2,072 | $2,072 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$40,887 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $231 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O JACKSON SANDS III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7818560500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 168 WINDMILL HILL RD | AddressLine1Txt |
| City | DUBLIN | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03444 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| O JACKSON SANDS III | ||||||||
| 168 WINDMILL HILL RD | DUBLIN | NH | 03444 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ARRIA W SANDS | ||||||||
| 168 WINDMILL HILL RD | DUBLIN | NH | 03444 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $37,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,136 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $577 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,895 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,895 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231 | TotalTaxAmt |
| Distributable Before Adj | $1,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,664 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $186,627 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $186,627 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $186,627 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,553 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $186,627 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,553 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $145,410 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $145,410 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $145,410 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | O JACKSON SANDS III | ContributingManagerNm |
| Contributing Manager | ARRIA W SANDS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CORNOCOPIA PROJECT | |||||||
| 49 VOSE FARM RD | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $500 |
| PETERBOUROUGH PLAYERS | |||||||
| 55 HADLEY RD | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $1,000 |
| PETERBOUROUGH LIBRARY | |||||||
| 2 CONCORD ST | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $5,000 |
| CVTC | |||||||
| 375 JAFFREY RD | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $100 |
| CLIFF FOUNDATION | |||||||
| 1536 LOOMIS HILL RD | WATERBURY | VT | 05676 | NONE | PC | GENERAL FUND | $100 |
| PETERBOUROUGH HUMAN SERVICES | |||||||
| 25 ELM ST | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $300 |
| DUBLIN HISTORICAL SOCIETY | |||||||
| PO BOX 415 | DUBLIN | NH | 03444 | NONE | PC | GENERAL FUND | $100 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK ST | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL FUND | $158,542 |
| ST CHRISTOPHER SCHOOL | |||||||
| 711 ST CHRISTOHER RD | RICHMOND | VA | 23226 | NONE | PC | GENERAL FUND | $250 |
| MONADNOCK CONSERVANCY | |||||||
| PO BOX 337 | KEENE | NH | 03431 | NONE | PC | GENERAL FUND | $2,500 |
| MONADNOCK FAMILY SERVICES | |||||||
| 64 MAIN ST SUITE 201 | KEENE | NH | 03431 | NONE | PC | GENERAL FUND | $2,000 |
| EMMANUAL CHURCH | |||||||
| EAST HARRISVILLE RD | DUBLIN | NH | 03444 | NONE | PC | GENERAL FUND | $1,500 |
| DUBLIN COMMUNITY CENTER | |||||||
| 1123 MAIN ST | DUBLIN | NH | 03444 | NONE | PC | GENERAL FUND | $100 |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE ST | DORCHESTER | MA | 02124 | NONE | PC | GENERAL FUND | $1,000 |
| JENNIFER FIELD FOUNDATION | |||||||
| PO BOX 5 | WHITE STONE | VA | 225780005 | NONE | PC | GENERAL FUND | $500 |
| WGBH | |||||||
| ONE GUEST STREET | BOSTON | MA | 02135 | NONE | PC | GENERAL FUND | $500 |
| BRIDGEPORT RESCUE MISSION | |||||||
| 1069 CONNECTICUT AVE | BRIDGEPORT | CT | 06607 | NONE | PC | GENERAL FUND | $2,500 |
| JOHN F KENNEDY FAMILY SERVICE CENTER | |||||||
| 100 FERRIN STREET | CHARLESTOWN | MA | 02129 | NONE | PC | GENERAL FUND | $2,500 |
| ALL SAINTS CHURCH | |||||||
| 51 CONCORD ST | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $600 |
| THE WALDEN SCHOOL | |||||||
| PO BOX 432 | DUBLIN | NH | 03444 | NONE | PC | GENERAL FUND | $250 |
| CT HABITAT FOR HUMANITY | |||||||
| 500 COTTAGE RD | BLOOMFIELD | CT | 06002 | NONE | PC | GENERAL FUND | $500 |
| PETERBOUROUGH FOOD PANTRY | |||||||
| 25 ELM ST | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $100 |
| MUSIC ON NORWAY POND | |||||||
| PO BOX 341 | HANCOCK | NH | 03449 | NONE | PC | GENERAL FUND | $100 |
| DANA FARBER | |||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | PC | GENERAL FUND | $100 |
| PETERBOUROUGH COMMUNITY THEATRE | |||||||
| 6 SCHOOL ST | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $100 |
| THE RIVER CENTER | |||||||
| 9 VOSE FARM RD | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $100 |
| SAINT MICHAELS HIGH SCHOOL | |||||||
| 200 SEYMOORE AVE | ST MICHAELS | MD | 21663 | NONE | PC | GENERAL FUND | $500 |
| CARINGBRIDGE | |||||||
| 2750 BLUE WATER RD | EAGAN | MI | 55121 | NONE | PC | GENERAL FUND | $500 |
| PHOENIX TALENT FIRE | |||||||
| 400 WEST 4TH ST | PHOENIX | OR | 97535 | NONE | PC | GENERAL FUND | $250 |
| MONADNOCK COMMUNITY HOSPITAL | |||||||
| 452 OLD ST RD | PETERBOROUGH | NH | 03458 | NONE | PC | GENERAL FUND | $1,000 |
| EAST END HOUSE | |||||||
| 105 SPRING ST | CAMBRIDGE | MA | 02141 | NONE | PC | GENERAL FUND | $1,000 |
| WARRIOR SCHOLAR PROJECT | |||||||
| 1012 14TH ST NW1200 | WASHINGTON | DC | 20005 | NONE | PC | GENERAL FUND | $1,000 |
| SERVICE TO SCHOOL | |||||||
| 300 3RD ST | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL FUND | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $186,092 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,096 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$40,887 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$12,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$12,791 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPERATION AND ACCOUNTING | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COMMOM | $22,865 | $36,431 |
| AGNC INVT CORP COMMON | $18,216 | $19,422 |
| ALTRIA GROUP COMMON | $19,094 | $20,295 |
| AMERICAN TOWER REIT | $17,354 | $32,547 |
| AMGEN INC COMMON | $21,350 | $26,441 |
| BROADRIDGE FINL COMMON | $23,057 | $33,704 |
| BROOKFIELD INFRASTUCTURE CLA | $25,254 | $43,019 |
| CISCO SYSTEMS COMMON | $16,624 | $24,613 |
| CME GROUP COMMON | $21,466 | $23,667 |
| CYRUSONE INC COMMON | $24,861 | $32,918 |
| ECOLAB INC COMMON | $18,294 | $25,963 |
| EQTY LIFESTYLS PPTYS INC | $18,808 | $21,542 |
| FIRST ENERGY CORP COMMON | $17,856 | $14,081 |
| KINDER MORGAN INC COMMON | $20,902 | $17,087 |
| LINDE PLC REG SHS | $19,021 | $30,304 |
| LOCKHEED MARTIN CORP COMMON | $14,127 | $31,948 |
| MERCK AND CO COMMON | $18,155 | $25,767 |
| NEXTRA ENERGY PARTNERS LTD PSP | $19,322 | $32,854 |
| OLD REPUBLIC INTL COMMON | $15,903 | $19,710 |
| PAYCHEX INC COMMON | $10,943 | $26,090 |
| PHILIP MORRIS INTL COMMON | $33,473 | $31,626 |
| PHYSICIANS RLTY TR REIT | $13,853 | $16,999 |
| RESTAURANT BRANDS INT COMMON | $28,063 | $28,416 |
| STAG INDUSTRIALS INC COMMON | $17,600 | $25,526 |
| UNITEDHEALTH GROUP INC COMMOM | $29,639 | $40,328 |
| VICI PPTYS INC | $26,766 | $28,177 |
| WATSCO IN COMMON | $21,231 | $30,584 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MASSACHUSETTS FILING FEES | Desc |
| Revenue And Expenses Per Books | $35 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $35 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCESS MARKET VALUE OVER BOOK VALUE FOR CONRIBUTION OF SECURITIES | Desc |
| Amt | $65,624 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $5,375 | Amt |
| Net Investment Income | $5,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX PAID | $252 | $252 | $0 |
| SECTION 4940 EXCISE TAX | $480 | $0 | $0 |
Comments