DOROTHY GOODWIN CHARITABLE TRUST: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: DOROTHY GOODWIN CHARITABLE TRUST (EIN 02-0371591)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-05-06
IRS object ID: 201101269349100715
Schema version: 2010v3.2
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
Form 990-PF
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-06T08:39:54-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CHARLES F MORGAN CPA PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 111	AddressLine1
City	LEBANON	City
State	NH	State
ZIP Code	03766	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	020371591	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	DOROTHY GOODWIN CHARITABLE TRUST	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	DORO	NameControl
Phone	6036327426	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O MARY BAILEY PO BOX 301	AddressLine1
City	ENFIELD	City
State	NH	State
ZIP Code	03748	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MARY A BAILEY	Name
Title	TREASURER	Title
Phone	6036327426	Phone
Date Signed	2011-05-06	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	CHARLES F MORGAN	Name
Phone	6034486200	Phone

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	5209	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	26	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	26	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	26	InterestOnSavingsAdjNetIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	26	TotalRevenueAndExpenses
Total Net Investment Income	26	TotalNetInvestmentIncome
Total Adjusted Net Income	26	TotalAdjustedNetIncome
Accounting Fees Rev And Expnss	270	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	270	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	270	AccountingFeesAdjNetIncm
Other Expenses Rev And Expnss	206	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	476	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	270	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	270	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	2174	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	0	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	2650	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	270	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	270	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	0	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-2624	ExcessOfRevenueOverExpenses
Net Investment Income	0	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	2325	CashBOY
Cash EOY	1694	CashEOY
Cash EOYFMV	1694	CashEOYFMV
Savings And Temp Cash Invst BOY	5508	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	3515	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	3515	SavingsAndTempCashInvstEOYFMV
Total Assets BOY	7833	TotalAssetsBOY
Total Assets EOY	5209	TotalAssetsEOY
Total Assets EOYFMV	5209	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Retained Earnings BOY	7833	RetainedEarningsBOY
Retained Earnings EOY	5209	RetainedEarningsEOY
Total Net Assets BOY	7833	TotalNetAssetsBOY
Total Net Assets EOY	5209	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	7833	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	5209	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	7833	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-2624	ExcessOfRevenueOverExpenses
Subtotal	5209	Subtotal
Total Net Assets Fund Balances EOY	5209	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	5508	QualifyingDistributionsYear1
Distribution Ratio Year1	0.000000	DistributionRatioYear1
Qualifying Distributions Year2	11301	QualifyingDistributionsYear2
Qualifying Distributions Year3	14605	QualifyingDistributionsYear3
Qualifying Distributions Year4	16597	QualifyingDistributionsYear4
Total Distribution Ratio	0.000000	TotalDistributionRatio
Average Distribution Ratio	0.000000	AverageDistributionRatio
Adj Nonchrtbl Assets And One	0	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	3515	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	0	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Tax Based On Investment Income	0	TaxBasedOnInvestmentIncome
Amount Credited To Next Year	0	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	false	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	MARY BAILEY	BooksInCareOfPersonName
Books In Care Of Phone Number	6036327426	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 301	AddressLine1
City	ENFIELD	City
State	NH	State
ZIP Code	03748	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
GREGORY COOK
SUMMER ST	HARTFORD	VT	05047	Chairman	1.00	0	0	0
MARY A BAILEY
PO BOX 301	ENFIELD	NH	03748	Treasurer	1.00	0	0	0
DELORES CURRIER
67 HIGH ST	PLAINFIELD	NH	03781	Trustee	1.00	0	0	0
KARLEEN D WOOD
PO BOX 88	LEBANON	NH	03766	Trustee	1.00	0	0	0
MARIAN DUNN
106 S MAIN ST	ENFIELD	NH	03748	Trustee	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	Dorothy Sanders - Medical related expenses to assist anindividual who required an organ transplant.	Description1
Expenses1	2174	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	Savings Account-Mascoma Savings Bank	Description1
Amount1	3515	Amount1
Total	3515	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	0	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	0	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	0	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	0	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	0	CashDeemedCharitable
Net Noncharitable Assets	0	NetNoncharitableAssets
Minimum Investment Return	0	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	0	ExpensesAndContributions
Program Related Investments Total	3515	ProgramRelatedInvestmentsTotal
Qualifying Distributions	3515	QualifyingDistributions
Adj Qualifying Distributions	3515	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	0	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	16601	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	14607	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	11301	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	5508	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	48017	TotalExcessDistriCarryover
Qualifying Distributions	3515	QualifyingDistributions
Remaining Distri From Corpus	3515	RemainingDistriFromCorpus
Total Corpus	51532	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	51532	ExcessDistriCyovToNextYear
Excess From Year4	16601	ExcessFromYear4
Excess From Year3	14607	ExcessFromYear3
Excess From Year2	11301	ExcessFromYear2
Excess From Year1	5508	ExcessFromYear1
Excess From Current Year	3515	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Field	Value	IRS element (for citing)
Recipient Person Name	DOROTHY SANDERS	RecipientPersonName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 WILD DUNES WAY 22	AddressLine1
City	OLD ORCHARD BEACH	City
State	ME	State
ZIP Code	04064	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	None	RecipientRelationship
Recipient Foundation Status	Beneficiary	RecipientFoundationStatus
Purpose Of Grant Or Contribution	Medical Care	PurposeOfGrantOrContribution
Amount	$2,174	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	2174	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	26	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	26	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	26	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	3	LineNumber
Relationship Statement	Interest income used to fund medical expenses incurred by the recipient.	RelationshipStatement

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
Safe Deposit Box	120
NH Trust Filing Fee	75
Postage	11

DOROTHY GOODWIN CHARITABLE TRUST: Form 990PF, tax year 2010

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear

Recipient US Address RecipientUSAddress

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

Comments