BETA

STANNARD & DOROTHY DUNN CHARITABLE TRUST: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
STANNARD & DOROTHY DUNN CHARITABLE TRUST (EIN 02-6086871)
Tax period
2025-07-01 to 2026-06-30
Filed
2026-08-13
IRS object ID
202612259349100131
Schema version
2025v4.2
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)
Return2026-08-13T15:53:50-05:00ReturnTs
Tax Period End2026-06-30TaxPeriodEndDt

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 Begin2025-07-01TaxPeriodBeginDt

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
Phone8026495151PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1JENNIFER W ROBY 380 MAIN STREETAddressLine1Txt
CityNORWICHCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05055ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJENNIFER W ROBYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8026495151PhoneNum
Signature2026-08-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA A BIRONPreparerPersonNm
PTINP01399032PTIN
Phone6034482650PhoneNum
Preparation2026-08-13PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,516,435FMVAssetsEOYAmt
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$27InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$27InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$180,770DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,770DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$195,830NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$442,119GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$195,830CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$376,627TotalRevAndExpnssAmt
Total Net Invst Incm$376,627TotalNetInvstIncmAmt
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$4,050AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,025AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,025AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$172OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$172OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,349TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,571TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,197TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$528,370ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$528,370ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$534,941TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,197TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$530,395TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$158,314ExcessRevenueOverExpensesAmt
Net Investment Income$374,430NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,446SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$93,421SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$93,421SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,868,675CorporateStockBOYAmt
Corporate Stock EOY$4,622,386CorporateStockEOYAmt
Corporate Stock EOYFMV$13,423,014CorporateStockEOYFMVAmt
Total Assets BOY$4,874,121TotalAssetsBOYAmt
Total Assets EOY$4,715,807TotalAssetsEOYAmt
Total Assets EOYFMV$13,516,435TotalAssetsEOYFMVAmt
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$4,873,971RetainedEarningBOYAmt
Retained Earning EOY$4,715,657RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,873,971TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,715,657TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,874,121TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,715,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,873,971TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$158,314ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,715,657SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,715,657TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$442,119GrossSalesPriceAmt
Cost Or Other Basis$246,289CostOrOtherBasisAmt
Gain Or Loss$195,830GainOrLossAmt
Gains Minus Excess Or Losses$195,830GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$195,830CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,205InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,205SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,205TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$842EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$842TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$45EsPenaltyAmt
Tax Due$4,408TaxDueAmt

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 BooksJENNIFER W ROBY TRUSTEEIndividualWithBooksNm
Phone8026495151PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1380 MAIN STREETAddressLine1Txt
CityNORWICHCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05055ZIPCd
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 PY12024UndistributedIncomePY1Yr
Undistributed Income PY22023UndistributedIncomePY2Yr
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA D ROBY
7 BLISS LANELYMENH03768TRUSTEE0.00$0$0$0
JENNIFER W ROBY
380 MAIN STREETNORWICHVT05055TRUSTEE2.00$0$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,483,842AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,168AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,565,010TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,565,010AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$188,475CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,376,535NetVlNoncharitableAssetsAmt
Minimum Investment Return$618,827MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$618,827MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,205TaxBasedOnInvestmentIncomeAmt
Total Tax$5,205TotalTaxAmt
Distributable Before Adj$613,622DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$613,622DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$613,622DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$530,395ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$530,395QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$613,622DistributableAsAdjustedAmt
Undistributed Income PY$530,489UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Total For Prior Years$3,970TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$530,395QualifyingDistributionsAmt
Applied To Year1$530,395AppliedToYear1Amt
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$3,970PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$3,970Taxable1Amt
Taxable2$94Taxable2Amt
Undistributed Income CY$613,622UndistributedIncomeCYAmt
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 PersonJENNIFER W ROBYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1380 MAIN STREETAddressLine1Txt
CityNORWICHCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05055ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8026495151RecipientPhoneNum
Form And Info And MaterialsWRITTEN LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTS HONDURAS
PO BOX 433NORWICHVT05055NCEDUCATION SUPPORT$5,000
ADVANCE TRANSIT
120 BILLINGS FARM ROADWILDERVT05088NCGENERAL SUPPORT$500
AFRICAN WILDLIFE FOUNDATION
1717 MASS AVE NWWASHINGTONDC20036NCGENERAL SUPPORT$15,000
ALICE PECK DAY HOSPITAL
125 MASCOMA STREETLEBANONNH03766NCGENERAL SUPPORT$10,000
ANDOVER HISTORICAL SOCIETY
104 DEPOT STREETANDOVERNH03216NCGENERAL SUPPORT$8,000
AUSBON SARGENT LAND PRESERVATION TRUST
PO BOX 2040NEW LONDONNH03257NCGENERAL SUPPORT$5,000
AVA GALLERY
11 BANK STREETLEBANONNH03766NCGENERAL SUPPORT$11,000
CARTER COMMUNITY BUILDING ASSN
1 TAYLOR STREETLEBANONNH03301NCGENERAL SUPPORT$5,000
CENTER FOR CARTOON STUDIES
94 S MAIN STREETWHITE RIVER JUNCTIONVT05001NCGENERAL SUPPORT$2,000
COMMUNITY CARE OF LYME
183 DORCHESTER ROADLYMENH03768NCGENERAL SUPPORT$7,000
COVER
158 S MAIN STREETWHITE RIVER JUNCTIONVT05001NCGENERAL SUPPORT$10,000
DOCTORS WITHOUT BORDERS
6 E 39TH STNEW YORKNY10016NCGENERAL SUPPORT$55,000
DRAFT GRATITUDE
148 ASHUELOT STREETWINCHESTERNH03470NCGENERAL SUPPORT$1,000
ENFIELD SHAKER MUSEUM
447 ROUTE 4AENFIELDNH03748NCGENERAL SUPPORT$5,000
FAIRBANKS MUSEUM
1302 MAIN STREETST JOHNSBURYVT05819NCGENERAL SUPPORT$5,000
FIRST BAPTIST CHURCH OF LYME
DORCHESTER ROADLYMENH03769NCGENERAL SUPPORT$30,000
FRIENDS OF LYME LIBRARY
PO BOX 218LYMENH03768NCGENERAL SUPPORT$5,000
FRIENDS OF THE NORTHERN RAIL TRAIL
PO BOX 154ANDOVERNH03216NCGENERAL SUPPORT$1,000
FRIENDS OF THE PUBLIC GARDEN
69 BEACON STREETBOSTONMA02108NCGENERAL SUPPORT$5,000
GOOD BEGINNINGS
325 MOUNT SUPPORT ROADLEBANONNH03766NCGENERAL SUPPORT$1,500
GREEN MOUNTAIN HORSE ASSOCIATION
PO BOX 83SOUTH WOODSTOCKVT05071NCGENERAL SUPPORT$7,000
GREENPEACE
1118 MAUNAWILI ROADKAILUAHI96734NCGENERAL SUPPORT$10,000
HABITAT FOR HUMANITY
17 S MAIN STREETWHITE RIVER JUNCTIONVT05001NCGENERAL SUPPORT$10,000
HARTFORD DISMAS HOUSE
P O BOX 174HARTFORDVT05047NCGENERAL SUPPORT$2,000
HAYMARKET PEOPLE'S FUND
42 SEAVERNS AVENUEBOSTONMA02130NCGENERAL SUPPORT$5,000
HIGH HORSES THERAPEUTIC RIDING
PO BOX 278SHARONVT05065NCGENERAL SUPPORT$2,000
HUNTINGTON THEATER
264 HUNTINGTON AVENUEBOSTONMA02115NCGENERAL SUPPORT$1,000
ISABELLA STEWART GARDNER MUSEUM
25S WAYBOSTONMA02115NCGENERAL SUPPORT$5,000
LEBANON OPERA HOUSE
51 N PARK STREETLEBANONNH03766NCGENERAL SUPPORT$32,000
LISTEN COMMUNITY SERVICE
387 MIRACLE MILELEBANONNH03766NCGENERAL SUPPORT$5,000
LYME CONGREGATIONAL CHURCH
1 DORCHESTER ROADLYMENH03768NCGENERAL SUPPORT$10,000
LYME FOUNDATION
P O BOX 292LYMENH03768NCGENERAL SUPPORT$5,000
LYME HISTORIANS
183 DORCHESTER ROADLYMENH03768NCGENERAL SUPPORT$95
MAYHEW PROGRAM
PO BOX 120BRISTOLNH03222NCGENERAL SUPPORT$10,000
MONTSHIRE MUSEUM OF SCIENCE
PO BOX 770NORWICHVT05055NCGENERAL SUPPORT$2,500
MT KEARSARG INDIAN MUSEUM
18 HIGHLAWN ROADWARNERNH03278NCGENERAL SUPPORT$1,000
NANTUCKET HISTORICAL ASSOCIATION
PO BOX 1016NANTUCKETMA02554NCGENERAL SUPPORT$250
NH AUDUBON
84 SILK FARM ROADCONCORDNH03301NCGENERAL SUPPORT$5,000
NH HISTORICAL SOCIETY
30 PARK STREETCONCORDNH03301NCGENERAL SUPPORT$2,000
NH PRESERVATION ALLIANCE
PO BOX 268CONCORDNH03301NCGENERAL SUPPORT$10,000
NH PUBLIC RADIO
MAIN STREETCONCORDNH03301NCGENERAL SUPPORT$5,500
NORTHERN STAGE
PO BOX 4287WHITE RIVER JUNCTIONVT05001NCGENERAL SUPPORT$10,000
NORWICH GRANGE HALL
344 MAIN STREETNORWICHVT05055NCGENERAL SUPPORT$15,000
OPEN FIELDS SCHOOL
37 ACADEMY ROADTHETFORDVT05074NCGENERAL SUPPORT$500
OPERA NORTH
PO BOX 83NORWICHVT05055NCGENERAL SUPPORT$10,000
OXFAM AMERICA
26 WEST STREETBOSTONMA02111NCGENERAL SUPPORT$20,000
OXFORD HISTORICAL SOCIETY
PO BOX 582OXFORDCT06478NCGENERAL SUPPORT$25
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
75 SOUTH MAIN STREETWHITE RIVER JUNCTIONVT05001NCGENERAL SUPPORT$10,000
SAFE ART
PO BOX 251CHELSEAVT05038NCGENERAL SUPPORT$5,000
SHAKER BRIDGE THEATER
23 MAIN STREETENFIELDNH03748NCGENERAL SUPPORT$30,000
SHELBURNE FARM & MUSEUM
1611 HARBOR ROADSHELBURNEVT05482NCGENERAL SUPPORT$10,000
SPAULDING YOUTH CENTER
PO BOX 189TILTONNH03276NCGENERAL SUPPORT$8,000
STRAWBERRY BANKE
PO BOX 300PORTSMOUTHNH03801NCGENERAL SUPPORT$2,500
THE FELLS
PO BOX 276NEWBURYNH03255NCGENERAL SUPPORT$2,000
THEATER UP
2 UNION STREETLITTLETONNH03561NCGENERAL SUPPORT$10,000
TRUMAN LIBRARY INSTITUTE
500 W US HIGHWAY 24INDEPENDENCEMO64050NCGENERAL SUPPORT$3,000
UNICEF
125 MAIDEN LANENEW YORKNY10038NCGENERAL SUPPORT$10,000
UPPER VALLEY HUMANE SOCIETY
300 OLD ROUTE 10ENFIELDNH03748NCGENERAL SUPPORT$10,000
UPPER VALLEY MUSIC CENTER
PO BOX 826LEBANONNH03766NCGENERAL SUPPORT$30,000
USA FOR UNHCR
1310 L STREET NW 450WASHINGTONDC20005NCGENERAL SUPPORT$1,000
UTILITY CLUB OF LYME
PO BOX 237LYMENH03768NCGENERAL SUPPORT$1,000
VERMONT INSTITUTE OF NATURAL SCIENCE (VINS)
6565 WOODSTOCK ROADQUECHEEVT05059NCGENERAL SUPPORT$5,000
VERMONT PUBLIC RADIO
365 TROY AVECOLCHESTERVT05446NCGENERAL SUPPORT$5,000
VITAL COMMUNITIES
195 N MAIN STREETWHITE RIVER JUNCTIONVT05001NCGENERAL SUPPORT$5,000
WEST CENTRAL BEHAVIORAL HEALTH
85 MECHANIC STREETLEBANONNH03766NCGENERAL SUPPORT$2,000
WILLING HANDS
190 CHURCH STREETNORWICHVT05055NCGENERAL SUPPORT$5,000
WISE
38 BANK STREETLEBANONNH03766NCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$528,370TotalGrantOrContriPdDurYrAmt
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$27ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,770ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$195,830ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$376,627ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$376,627TotalIncomeProducingActyAmt

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$4,050Amt
Net Investment Income$2,025NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,025DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockVANGUARD S&P 500 ETFStockNm
EOY Book Value$4,622,386EOYBookValueAmt
EOYFMV$13,423,014EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS FEESCategoryTxt
Amt$172Amt
Net Investment Income$172NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$2,349Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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