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MONADNOCK TRUST INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MONADNOCK TRUST INC (EIN 04-2104735)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-10-14
IRS object ID
202142889349100004
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)
Return2021-10-14T01:09:59-00:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LeBlanc & Sans AttysBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1213 School Street Suite 201AddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104735EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Monadnock Trust IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMONABusinessNameControlTxt
Phone5086543100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1375 Matthews StreetAddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNeil C EricksonPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-10-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNeil CPersonFirstNm
Person LastEricksonPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHenri L Sans JrPreparerPersonNm
PTINP00442477PTIN
Phone9786320011PhoneNum
Preparation2021-10-14PreparationDt
Self EmployedYes (X)SelfEmployedInd

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)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$80,997FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,000ContriRcvdRevAndExpnssAmt
Gross Rents Rev And Expnss$24,000GrossRentsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$69,000TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,068LegalFeesRevAndExpnssAmt
Taxes Rev And Expnss$3TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$160OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,231TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$512ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$512ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,743TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$512TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$66,257ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$14,740SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$80,997SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$80,997SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$14,740TotalAssetsBOYAmt
Total Assets EOY$80,997TotalAssetsEOYAmt
Total Assets EOYFMV$80,997TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,984NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,984NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$12,756DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$79,013DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$14,740TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$80,997TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,740TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$80,997TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,740TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$66,257ExcessRevenueOverExpensesAmt
Subtotal$80,997SubtotalAmt
Tot Net Ast Or Fund Balances EOY$80,997TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityYes (true)OwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Individual With BooksEdward J AtterIndividualWithBooksNm
Phone9786326183PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line180 Robillard StreetAddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Edward J Atter
80 Robillard StreetGardnerMA01440Director001.00$0
Neil Erickson
375 Raymond StreetGardnerMA01440Director001.00$0
Jay D Drake
36 Edgell StreetGardnerMA01440Director001.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Payment of expenses of maintaining environmental education programs and facilities at Camp Collier in Gardner, Massachusetts.Description1Txt
Expenses1$512Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$30,000TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$30,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$450CashDeemedCharitableAmt
Net Vl Noncharitable Assets$29,550NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,478MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,478MinimumInvestmentReturnAmt
Distributable Before Adj$1,478DistributableBeforeAdjAmt
Distributable Before Ded$1,478DistributableBeforeDedAmt
Distributable As Adjusted$1,478DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$512ExpensesAndContributionsAmt
Qualifying Distributions$512QualifyingDistributionsAmt
Adjusted Qualifying Distri$512AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,478DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$3,116ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,904ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,836ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,401ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$49,257TotalExcessDistributionCyovAmt
Qualifying Distributions$512QualifyingDistributionsAmt
Applied To Current Year$512AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$966ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$966ExcessDistributionCyovAppCYAmt
Total Corpus$48,291TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$48,291ExcessDistriCyovToNextYrAmt
Excess From Year4$2,150ExcessFromYear4Amt
Excess From Year3$16,904ExcessFromYear3Amt
Excess From Year2$15,836ExcessFromYear2Amt
Excess From Year1$13,401ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling2013-12-15PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$274Year1Amt
Year2$47Year2Amt
Year3$36Year3Amt
Total$357TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Year1$233Year1Amt
Year2$40Year2Amt
Year3$31Year3Amt
Total$304TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$512CurrentYearAmt
Year1$14,285Year1Amt
Year2$17,313Year2Amt
Year3$17,853Year3Amt
Total$49,963TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$512CurrentYearAmt
Year1$14,285Year1Amt
Year2$17,313Year2Amt
Year3$17,853Year3Amt
Total$49,963TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$985CurrentYearAmt
Year1$591Year1Amt
Year2$985Year2Amt
Year3$633Year3Amt
Total$3,194TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1Monadnock TrustBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1375 Raymond StreetAddressLine1Txt
CityGardnerCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01440ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNoneRecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEnvironmental EducationGrantOrContributionPurposeTxt
Amt$512Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$512TotalGrantOrContriPdDurYrAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
1The organization promotes youth development and environmental education and appreciation of the environment by
1exposing youth to a parcel of land in Gardner, Massachustts and Ashburnham, Massachusetts where children
1and youth participate in educational activities on land and on the water.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOYes (true)RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Monadnock TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Organization TypeEducational CharitabOrganizationTypeDesc
Relationship DescriptionSame directorsRelationshipDescriptionTxt

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLeBlanc Sans, Attys.CategoryTxt
Legal Fees$2,068LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Commonwealth of Massachusetts, PC Filing Fee$70
Fidelity Cooperative Bank, safety deposit box rental$85
U.S. Post Office, postage$5

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category2019 Form 990-PFCategoryTxt
Amt$3Amt

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