SAMUEL P HUNT FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SAMUEL P HUNT FOUNDATION (EIN 02-6004471)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-12-01
IRS object ID
202143359349100904
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)
Return2021-12-01T15:23:06-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020394333PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BIGELOW & COMPANY CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 COMMERCIAL STREETAddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN026004471EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAMUEL P HUNT FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O DOUGLAS A MC ININCH TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAMUBusinessNameControlTxt
Phone6036271121PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1555 CANAL STREET NO 710AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP031011517ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS MCININCHPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone6036271121PhoneNum
Signature2021-12-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDOUGLASPersonFirstNm
Person LastMCININCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIE C MCKAYPreparerPersonNm
PTINP00294931PTIN
Phone6036277659PhoneNum
Preparation2021-12-01PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$13,811,535FMVAssetsEOYAmt
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$532InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$532InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$193,091DividendsRevAndExpnssAmt
Dividends Net Invst Incm$193,091DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$788,896NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,622,934GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$788,896CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$921OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$921OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$983,440TotalRevAndExpnssAmt
Total Net Invst Incm$983,440TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,600CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$14,400CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$25,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$18,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,975OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,975OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,300TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,300TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$59,772OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$56,597OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$3,175OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$126,047TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$102,222TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,825TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$592,325ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$592,325ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$718,372TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$102,222TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$616,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$265,068ExcessRevenueOverExpensesAmt
Net Investment Income$881,218NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$78,562SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,781SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,781SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$10,171,571OtherInvestmentsBOYAmt
Other Investments EOY$10,389,420OtherInvestmentsEOYAmt
Other Investments EOYFMV$13,685,754OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,250,133TotalAssetsBOYAmt
Total Assets EOY$10,515,201TotalAssetsEOYAmt
Total Assets EOYFMV$13,811,535TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$10,250,133RetainedEarningBOYAmt
Retained Earning EOY$10,515,201RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,250,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,515,201TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,250,133TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,515,201TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,250,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$265,068ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,515,201SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,515,201TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RBC 319-00929 SHORT-TERMP$2,951,537$2,909,703$41,834$41,834
RBC 319-00929 LONG-TERMP$2,698,160$1,944,491$753,669$753,669
RBC 319-00926 SHORT-TERMP$428,633$426,448$2,185$2,185
RBC 319-00926 LONG-TERMP$544,604$553,396-$8,792-$8,792
FieldValueIRS element (for citing)
Capital Gain Net Income$788,896CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,249InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,249SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,249TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,691EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$6,691TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$114EsPenaltyAmt
Tax Due$5,672TaxDueAmt

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
Individual With BooksSHARI RIDLON SAMUEL P HUNT FOUNDAIndividualWithBooksNm
Phone6036271121PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1555 CANAL ST STE 710AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP031011517ZIPCd
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DOUGLAS A MC ININCH
WALL ST TOWER 555 CANAL ST STE 710MANCHESTERNH03101CO-TRUSTEE5.00$12,000$0$0
JAMES C TYRIE
39 SMITH ROADBEDFORDNH03110CO-TRUSTEE5.00$12,000$0$0
GREGORY G HOOD
129 NORTH ADAMS STREETMANCHESTERNH03104CO-TRUSTEE5.00$12,000$0$0
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)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,938,545AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,807AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,012,352TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,012,352AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$180,185CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,832,167NetVlNoncharitableAssetsAmt
Minimum Investment Return$591,608MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$591,608MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,249TaxBasedOnInvestmentIncomeAmt
Total Tax$12,249TotalTaxAmt
Distributable Before Adj$579,359DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$579,359DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$579,359DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$616,150ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$616,150QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$616,150AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$579,359DistributableAsAdjustedAmt
Undistributed Income PY$35,447UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$616,150QualifyingDistributionsAmt
Applied To Year1$35,447AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$579,359AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,344RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,344TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,344ExcessDistriCyovToNextYrAmt
Excess From Current Year$1,344ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSAMUEL P HUNT FOUNDATION ATTN DOUGLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1555 CANAL ST SUITE 710AddressLine1Txt
CityMANCHESTERCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6036224052RecipientPhoneNum
Form And Info And MaterialsA COMPLETED GRANT APPLICATION AND A TAX EXEMPT STATUS LETTER SEE ATTACHMENT ON BACK OF TAX RETURN FOR GRANT APPLICATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 15 AND SEPTEMBER 15SubmissionDeadlinesTxt
Restrictions On AwardsTHE ORGANIZATION MUST BE IN COMPLIANCE WITH THE REGISTRATION AND REPORTING REQUIREMENTS OF THE NH DIRECTOR OF CHARITABLE TRUSTS, THE IRS AND THE NH SECRETARY STATE. THE ORGANIZATION MUST BE LOCATED IN NH.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHERN NH UNIVERSITY
2500 NORTH RIVER ROADMANCHESTERNH03106PUBLICMEALS FOR MANCHESTER$10,000
BIG BROTHERS-BIG SISTERS OF NEW HAMPSHIRE
25 LOWELL STREET SUITE 201MANCHESTERNH03101PUBLICTECHNOLOGY UPGRADES$3,045
THE CIRCLE PROGRAM
PO BOX 815PLYMOUTHNH03264PUBLICSTEM CURRICULUM DEVELOPMENT$4,000
CONCORD REGIONAL VNA
30 PILLSBURY STREETCONCORDNH03101PUBLICEXPANSION OF CMP PROGRAM$5,743
FAMILIES IN TRANSITION
122 MARKET STREETMANCEHSTERNH03101PUBLICKITCHEN UPGRADES$11,000
LUKAS COMMUNITY
PO BOX 137TEMPLENH03084PUBLICROOF AND SKYLIGHT REPAIRS$15,000
PISCATAQUOG LAND CONSERVANCY
5A MILL STREETNEW BOSTONNH03070PUBLICBEDFORD LAND TRUST MERGER COSTS$5,000
SOUTHERN NH UNIVERSITY
2500 NORTH RIVER ROADMANCHESTERNH03106PUBLICSUPPORT OF THE MCININCH ART GALLERY$7,500
WEBSTER HOUSE
135 WEBSTER STREETMANCHESTERNH03104PUBLICWINDOW REPLACEMENT$4,800
MEREDITH LIBRARY FUND
PO BOX 601MEREDITHNH03253PUBLICCAPITAL CAMPAIGN FOR RENOVATION$25,000
UPREACH THERAPEUTIC EQUESTRIAN CENTER
PO BOX 355GOFFSTOWNNH03045PUBLICNEW TELEPHONE SYSTEM$4,739
THE MUSIC HALL
104 CONGRESS STREETPORTSMOUTHNH03801PUBLICINFRASTRUCTURE CAPITAL CAMPAIGN$25,000
NH HISTORICAL SOCIETY
30 PARK STREETCONCORDNH03301PUBLICDEMOCRACY PROJECT$30,000
MILL HOLLOW HERITAGE ASSOCIATION
PO BOX 825KEENENH03431PUBLICEQUIPMENT AND TOOLS FOR WOODWORKING$10,000
AMERICAN INDEPENDENCE MUSEUM
1 GOVERNORS LANEEXETERNH03833PUBLICDIGITIZING SLIDES FOR CLOUD STORAGE$9,062
APPALACHIAN MOUNTAIN CLUB
5 JOY STREETBOSTONMA02108PUBLICTECHNOLOGY UPGRADES$20,000
SYMPHONY NH
6 CHURCH STREETNASHUANH03060PUBLICADOPT-A-SCHOOL PROGRAM$5,000
BEDFORD HISTORICAL SOCIETY
24 N AMHERST STREETBEDFORDNH03110PUBLICEXTERIOR PAINTING AT COMMUNITY CENTER$5,000
CARTER COMMUNITY BUILDING ASSN
PO BOX 386LEBANONNH03766PUBLICBOILER REPLACEMENT$12,500
FRONT DOOR AGENCY
7 CONCORD STREETNASHUANH03064PUBLICTRANSFORMATIONAL HOUSING PROGRAM$10,000
GANEY LIBRARY INC
14 HIGH STREETSANBORNVILLENH03872PUBLICCAPITAL CAMPAIGN FOR EXPANSION$12,500
GIRL SCOUTS OF THE GREEN AND WHITE MOUNTAINS
1 COMMERCE DRIVEBEDFORDNH03110PUBLICVIRTUAL AND REMOTE PROGRAMMING$7,500
GREATER SEACOAST COMMUNITY HEALTH
100 CAMPUS DRIVEPORTSMOUTHNH03801PUBLICFETAL HEART RATE MONITOR$7,523
KINGSWOOD YOUTH CENTER
PO BOX 697WOLFEBORO FALLSNH03896PUBLICPURCHASE OF TWO UPRIGHT FREEZERS$1,400
LAKE WINNIPESAUKEE ASSN
PO BOX 1624MEREDITHNH03253PUBLICCONSTRUCTION OF 3-4 RAIN GARDENS$20,000
NATURE CONSERVANCY OF NH
22 BRIDGE STREET 4TH FLOORCONCORDNH03301PUBLICMANCHESTER CEDAR SWAMP TRAILS$25,000
MANCHESTER HISTORIC ASSN
129 AMHERST STREETMANCHESTERNH03101PUBLICSTEEL FENCING, SECURITY LIGHTING AND STEP REPAIR$40,000
PALACE THEATRE TRUST
80 HANOVER STREETMANCEHSTERNH03101PUBLICNEW INTER-THEATRE PHONE SYSTEM$3,600
VISITING NURSE HOME CARE AND HOSPICE
1529 WHITE MOUNTAIN HIGHWAYNORTH CONWAYNH03860PUBLICREDESIGN OF THE PALLIATIVE CARE PROGRAM$4,000
SOCIETY FOR THE PROTECTION OF NH FORESTS
54 PORTSMOUTH STREETCONCORDNH03301PUBLICCARRIAGE BARN RENOVATION$80,895
COMMUNITY CAREGIVERS OF GREATER DERRY
1B COMMONS DRIVE UNIT 10LONDONDERRYNH03053PUBLICHANDICAP ACCESS DOORS AND PARKING SPACES$12,518
NAMI NEW HAMPSHIRE
85 NORTH STATE STREETCONCORDNH03301PUBLICBRINGING SUICIDE PREVENTION TO NH SCHOOLS$15,000
BREAKTHROUGH MANCHESTER-DERRYFIELD SCHOOL
2108 RIVER ROADMANCHESTERNH03104PUBLICPURCHASE OF 100 CHROMEBOOK COMPUTERS$35,000
MANCHESTER BOYS AND GIRLS CLUB
555 UNION STREETMANCHESTERNH03104PUBLICPURCHASE OF 15-PASSENGER ACTIVITY BUS$55,000
LONDONDERRY TRAILWAYS
2 FIDDLERS RIDGE ROADLONDONDERRYNH03053PUBLICPHASE 7 - CONNECTING TO DERRY$25,000
AMOSKEAG HEALTH
145 HOLLIS STREETMANCHESTERNH03101PUBLICCAPACITY BUILDING PROJECT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$592,325TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HAVERHILL LIBRARY ASSOCIATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line167 COURT STREETAddressLine1Txt
CityHAVERHILLCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03765ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposePHASE 1 OF REHAB PROJECTGrantOrContributionPurposeTxt
Amt$7,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$7,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$532ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$193,091ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$921ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$788,896ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$983,440ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$983,440TotalIncomeProducingActyAmt

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)
CategoryBOOKKEEPING FEESCategoryTxt
Amt$25,000Amt
Net Investment Income$18,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemRBC SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$10,389,420BookValueAmt
EOYFMV$13,685,754EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NH FILING FEES$75$75$0
OFFICE EXPENSE$15,876$12,701$3,175
INVESTMENT MGMT FEES$43,821$43,821$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRBC - OTHER INCOMEDesc
Revenue And Expenses Per Books$921RevenueAndExpensesPerBooksAmt
Net Investment Income$921NetInvestmentIncomeAmt
Adjusted Net Income$921AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,975Amt
Net Investment Income$2,975NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$2,300Amt
Net Investment Income$2,300NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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