STANNARD & DOROTHY DUNN CHARITABLE TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
STANNARD & DOROTHY DUNN CHARITABLE TRUST (EIN 02-6086871)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-10-20
IRS object ID
202532939349100003
Schema version
2024v5.2
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)
Return2025-10-20T08:46:46-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

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 Begin2024-07-01TaxPeriodBeginDt

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
Signature2025-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA A BIRONPreparerPersonNm
PTINP01399032PTIN
Phone6034482650PhoneNum
Preparation2025-10-20PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,506,917FMVAssetsEOYAmt
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$18InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$18InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$142,967DividendsRevAndExpnssAmt
Dividends Net Invst Incm$142,967DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$88,577GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$142,985TotalRevAndExpnssAmt
Total Net Invst Incm$142,985TotalNetInvstIncmAmt
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$4,850AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,850AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$99OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$99OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,324TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,273TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,099TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,850TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$239,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$239,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$247,573TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,099TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$242,150TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$104,588ExcessRevenueOverExpensesAmt
Net Investment Income$140,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$110,034SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,446SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,446SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,868,675CorporateStockBOYAmt
Corporate Stock EOY$4,868,675CorporateStockEOYAmt
Corporate Stock EOYFMV$11,501,471CorporateStockEOYFMVAmt
Total Assets BOY$4,978,709TotalAssetsBOYAmt
Total Assets EOY$4,874,121TotalAssetsEOYAmt
Total Assets EOYFMV$11,506,917TotalAssetsEOYFMVAmt
Accounts Payable BOY$150AccountsPayableBOYAmt
Accounts Payable EOY$150AccountsPayableEOYAmt
Total Liabilities BOY$150TotalLiabilitiesBOYAmt
Total Liabilities EOY$150TotalLiabilitiesEOYAmt
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$4,978,559RetainedEarningBOYAmt
Retained Earning EOY$4,873,971RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,978,559TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,873,971TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,978,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,874,121TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,978,559TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$104,588ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,873,971SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,873,971TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMONEY MARKET FUNDSPropertyDesc
Gross Sales Price$88,577GrossSalesPriceAmt
Cost Or Other Basis$88,577CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,958InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,958SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,958TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$842OverpaymentAmt
Applied To ES Tax$842AppliedToESTaxAmt
Refund$0RefundAmt

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 PYYes (1)UndistributedIncomePYInd
Undistributed Income PY12023UndistributedIncomePY1Yr
Undistr Incm Sect4942a2 Not AppYes (1)UndistrIncmSect4942a2NotAppInd
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

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$10,746,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$64,395AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,811,099TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,811,099AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$162,166CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,648,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$532,447MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$532,447MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,958TaxBasedOnInvestmentIncomeAmt
Total Tax$1,958TotalTaxAmt
Distributable Before Adj$530,489DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$530,489DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$530,489DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$242,150ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$242,150QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$530,489DistributableAsAdjustedAmt
Undistributed Income PY$246,120UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$242,150QualifyingDistributionsAmt
Applied To Year1$242,150AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
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$3,970Taxable2Amt
Undistributed Income CY$530,489UndistributedIncomeCYAmt
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 (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTS HONDURAS
PO BOX 433NORWICHVT05055PUBLIC CHARITYEDUCATION SUPPORT$7,000
ADVANCE TRANSIT
120 BILLINGS FARM ROADWILDERVT05088PUBLIC CHARITYGENERAL SUPPORT$250
AMNESTY INTERNATIONAL
PO BOX 96756WASHINGTONDC20007PUBLIC CHARITYGENERAL SUPPORT$5,000
AUSBON SARGENT LAND PRESERVATION TRUST
PO BOX 2040NEW LONDONNH03257PUBLIC CHARITYGENERAL SUPPORT$5,000
AVA GALLERY
11 BANK STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$1,000
CARE
151 ELLIS STREET NEALTALNTAGA30303PUBLIC CHARITYGENERAL SUPPORT$5,000
CASTLE PRESERVATION SOCIETY
455 OLD MOUNTAIN ROADMOULTONBOROUGHNH03254PUBLIC CHARITYGENERAL SUPPORT$5,000
CENTER FOR CARTOON STUDIES
94 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$1,000
COMMUNITY CARE OF LYME
183 DORCHESTER ROADLYMENH03768PUBLIC CHARITYGENERAL SUPPORT$10,000
COVER
158 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
DOCTORS WITHOUT BORDERS
6 E 39TH STNEW YORKNY10016PUBLIC CHARITYGENERAL SUPPORT$10,000
ENFIELD SHAKER MUSEUM
447 ROUTE 4AENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$10,000
FAIRBANKS MUSEUM
1302 MAIN STREETST JOHNSBURYVT05819PUBLIC CHARITYGENERAL SUPPORT$5,000
FIRST BAPTIST CHURCH OF LYME
DORCHESTER ROADLYMENH03769PUBLIC CHARITYGENERAL SUPPORT$10,000
FRIENDS OF LYME LIBRARY
PO BOX 218LYMENH03768PUBLIC CHARITYGENERAL SUPPORT$1,000
FRIENDS OF THE BOSTON PARK RANGERS
PO BOX 67147CHESTNUT HILLMA02467PUBLIC CHARITYGENERAL SUPPORT$5,000
GOOD NEIGHBOR HEALTH CLINICS
70 NORTH MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
GREEN MOUNTAIN HORSE ASSOCIATION
PO BOX 83SOUTH WOODSTOCKVT05071PUBLIC CHARITYGENERAL SUPPORT$16,000
HABITAT FOR HUMANITY
17 S MAIN STREETWHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$5,000
HARTFORD DISMAS HOUSE
P O BOX 174HARTFORDVT05047PUBLIC CHARITYGENERAL SUPPORT$1,000
HAYMARKET PEOPLE'S FUND
42 SEAVERNS AVENUEBOSTONMA02130PUBLIC CHARITYGENERAL SUPPORT$5,000
ISABELLA STEWART GARDNER MUSEUM
25S WAYBOSTONMA02115PUBLIC CHARITYGENERAL SUPPORT$5,000
LEDYARD CHARTER SCHOOL
11 ELDRIDGE STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$500
LISTEN COMMUNITY SERIVCE
387 MIRACLE MILELEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$2,500
LYME BAPTIST CHURCH
177 DORCHESTER ROADLYME CENTERNH03769PUBLIC CHARITYSUPPORT OF LYME CENTER LADIES AID$2,000
LYME FOUNDATION
P O BOX 292LYMENH03768PUBLIC CHARITYGENERAL SUPPORT$5,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554PUBLIC CHARITYGENERAL SUPPORT$250
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$2,100
NORTHERN STAGE
PO BOX 4287WHITE RIVER JUNCTIONVT05001PUBLIC CHARITYGENERAL SUPPORT$4,000
NORWICH GRANGE HALL
344 MAIN STREETNORWICHVT05055PUBLIC CHARITYGENERAL SUPPORT$10,000
OPERA NORTH
PO BOX 83NORWICHVT05055PUBLIC CHARITYGENERAL SUPPORT$5,000
OXFAM AMERICA
26 WEST STREETBOSTONMA02111PUBLIC CHARITYGENERAL SUPPORT$5,000
PARISH NURSE PROGRAM
107 ALSACE STREETMANCHESTERNH03102PUBLIC CHARITYGENERAL SUPPORT$5,000
PARISH PLAYERS
PO BOX 136THETFORDVT05074PUBLIC CHARITYGENERAL SUPPORT$500
SALVATION ARMY
PO BOX 3647PORTLANDME04104PUBLIC CHARITYGENERAL SUPPORT$2,000
SHAKER BRIDGE THEATER
23 MAIN STREETENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$5,500
SHELBURNE FARM & MUSEUM
1611 HARBOR ROADSHELBURNEVT05482PUBLIC CHARITYGENERAL SUPPORT$15,500
SPAULDING YOUTH CENTER
PO BOX 189TILTONNH03276PUBLIC CHARITYGENERAL SUPPORT$5,000
TRUMAN LIBRARY INSTITUTE
500 W US HIGHWAY 24INDEPENDENCEMO64050PUBLIC CHARITYGENERAL SUPPORT$3,000
UNICEF
125 MAIDEN LANENEW YORKNY10038PUBLIC CHARITYGENERAL SUPPORT$5,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748PUBLIC CHARITYGENERAL SUPPORT$8,500
UTILITY CLUB OF LYME
PO BOX 237LYMENH03768PUBLIC CHARITYGENERAL SUPPORT$1,000
VERMONT INSTITUTE OF NATURAL SCIENCE (VINS)
6565 WOODSTOCK ROADQUECHEEVT05059PUBLIC CHARITYGENERAL SUPPORT$5,000
VERMONT PUBLIC RADIO
365 TROY AVECOLCHESTERVT05446PUBLIC CHARITYGENERAL SUPPORT$1,200
WEST CENTRAL BEHAVIORAL HEALTH
85 MECHANIC STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$1,000
WISE
38 BANK STREETLEBANONNH03766PUBLIC CHARITYGENERAL SUPPORT$500
ZIENZELE FOUNDATION
PO BOX 41WEST TOPSHAMVT05086PUBLIC CHARITYGENERAL SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$239,300TotalGrantOrContriPdDurYrAmt
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$18ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142,967ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$142,985ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,985TotalIncomeProducingActyAmt

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$4,850Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,850DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD S&P 500 ETFStockNm
EOY Book Value$4,868,675EOYBookValueAmt
EOYFMV$11,501,471EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS FEESCategoryTxt
Amt$99Amt
Net Investment Income$99NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$3,324Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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