MONADNOCK TRUST INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization: MONADNOCK TRUST INC (EIN 04-2104735)
Tax period: 2016-01-01 to 2016-12-31
Filed: 2017-04-25
IRS object ID: 201721229349100012
Schema version: 2016v3.0
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
General Explanation Attachment

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2017-04-25T10:39:11-00:00	ReturnTs
Tax Period End	2016-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	LeBlanc & Sans Attys	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	213 School Street Suite 201	AddressLine1Txt
City	Gardner	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01440	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2016-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	042104735	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Monadnock Trust Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MONA	BusinessNameControlTxt
Phone	9786326138	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	80 Robillard Street	AddressLine1Txt
City	Gardner	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01440	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Edward J Atter	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2017-04-25	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Henri L Sans Jr	PreparerPersonNm
Phone	9786320011	PhoneNum
Preparation	2017-04-25	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	73.126.109.175	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2017-05-02	IPDt
IP Tm	15:08:11	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8D1C50319C11E09D26B8994CE05E2A6F9062F477	AtSubmissionCreationDeviceId
At Submission Filing Device Id	8D1C50319C11E09D26B8994CE05E2A6F9062F477	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2016	TaxYr
Build TS	2021-01-29 14:40:06Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,984	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,000	ContriRcvdRevAndExpnssAmt
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$27	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$27	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$27	InterestOnSavingsAdjNetIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,027	TotalRevAndExpnssAmt
Total Net Invst Incm	$27	TotalNetInvstIncmAmt
Total Adj Net Incm	$27	TotalAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,281	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,281	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,281	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,281	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,254	ExcessRevenueOverExpensesAmt
Net Investment Income	$27	NetInvestmentIncomeAmt
Adjusted Net Income	$27	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$4,238	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,984	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,984	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$4,238	TotalAssetsBOYAmt
Total Assets EOY	$1,984	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,984	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$4,238	UnrestrictedBOYAmt
Unrestricted EOY	$1,984	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,238	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,984	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,238	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,984	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,238	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,254	ExcessRevenueOverExpensesAmt
Subtotal	$1,984	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,984	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$1,606	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$6,895	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	000.232922	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$10,120	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$10,404	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	000.972703	DistributionYr2Rt
Total Distribution	001.205625	TotalDistributionRt
Average Distribution	000.602813	AverageDistributionRt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1	InvestmentIncomeExciseTaxAmt
Subtotal	$1	SubtotalAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Tax Due	$1	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	Section508eRqrSatisfiedInd
At Least5000 In Assets	false	AtLeast5000InAssetsInd
Org Report Or Register State	MA	OrgReportOrRegisterStateCd
Private Operating Foundation	Yes (true)	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	Yes (true)	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	Edward J Atter	IndividualWithBooksNm
Phone	9786326183	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 Robillard Street	AddressLine1Txt
City	Gardner	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01440	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Edward J Atter
80 Robillard Street	Gardner	MA	01440	Director	001.00	$0
Neil Erickson
375 Raymond Street	Gardner	MA	01440	Director	001.00	$0
Jay D Drake
36 Edgell Street	Gardner	MA	01440	Director	001.00	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	Payment of expenses of maintaining environmental education programs and facilities at Camp Collier in Gardner, Massachusetts.	Description1Txt
Expenses1	$3,281	Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$3,378	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$3,378	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$3,378	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$51	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$3,327	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$166	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$166	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1	TotalTaxAmt
Distributable Before Adj	$165	DistributableBeforeAdjAmt
Distributable Before Ded	$165	DistributableBeforeDedAmt
Distributable As Adjusted	$165	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,281	ExpensesAndContributionsAmt
Qualifying Distributions	$3,281	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$3,281	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$165	DistributableAsAdjustedAmt
Qualifying Distributions	$3,281	QualifyingDistributionsAmt
Applied To Current Year	$165	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$3,116	RemainingDistriFromCorpusAmt
Total Corpus	$3,116	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$3,116	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$3,116	ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Private Operating Fndtn Ruling	2013-12-15	PrivateOperatingFndtnRulingDt
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$27	CurrentYearAmt
Year1	$55	Year1Amt
Year2	$228	Year2Amt
Year3	$651	Year3Amt
Total	$961	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$23	CurrentYearAmt
Year1	$47	Year1Amt
Year2	$194	Year2Amt
Year3	$553	Year3Amt
Total	$817	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$3,281	CurrentYearAmt
Year1	$1,606	Year1Amt
Year2	$10,120	Year2Amt
Year3	$14,227	Year3Amt
Total	$29,234	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$3,281	CurrentYearAmt
Year1	$1,606	Year1Amt
Year2	$10,120	Year2Amt
Year3	$14,227	Year3Amt
Total	$29,234	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Year2	$5,788	Year2Amt
Year3	$15,681	Year3Amt
Total	$21,469	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$111	CurrentYearAmt
Year1	$230	Year1Amt
Year2	$347	Year2Amt
Year3	$707	Year3Amt
Total	$1,395	TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Year2	$228	Year2Amt
Year3	$651	Year3Amt
Total	$879	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	None	ContributingManagerNm
Shareholder Manager	None	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Monadnock Trust	BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	80 Robillard Street	AddressLine1Txt
City	Gardner	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01440	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	None	RecipientRelationshipTxt
Recipient Foundation Status	PC	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	Environmental Education	GrantOrContributionPurposeTxt
Amt	$3,281	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,281	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$27	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$27	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$27	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	Yes (true)	RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Monadnock Trust	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Organization Type	Educational Charitab	OrganizationTypeDesc
Relationship Description	Same directors	RelationshipDescriptionTxt

MONADNOCK TRUST INC: Form 990PF, tax year 2016

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Total Assets TotalAssetsGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Gross Investment Income GrossInvestmentIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Relationship Schedule Detail RelationshipScheduleDetail

Organization Business Name OrganizationBusinessName

General Explanation Attachment GeneralExplanationAttachment

Comments