LYNCH FAM CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LYNCH FAM CHARITABLE FOUNDATION (EIN 01-0561381)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-07
IRS object ID
202611279349101516
Schema version
2025v4.1
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)
Return2026-05-07T10:44:30-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020383073PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Baker Newman & NoyesBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1650 Elm Street Suite 302AddressLine1Txt
CityManchesterCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN010561381EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Lynch Family Charitable FoundationBusinessNameLine1Txt
Business Name Line2John H LynchBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLYNCBusinessNameControlTxt
Phone6032191347PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 Watchtower RoadAddressLine1Txt
CityHopkintonCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03229ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJohn H LynchPersonNm
Person TitleTrusteePersonTitleTxt
Phone6032191347PhoneNum
Signature2026-04-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonConnor SmartPreparerPersonNm
PTINP02285543PTIN
Phone6036262200PhoneNum
Preparation2026-04-24PreparationDt
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$4,716,334FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,250ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$11,846InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$11,846InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$51,479DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,479DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$222,379NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,707,924GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$222,379CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$290,954TotalRevAndExpnssAmt
Total Net Invst Incm$285,704TotalNetInvstIncmAmt
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$9,415AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,708AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,707AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$27,329OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$27,329OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,597TaxesRevAndExpnssAmt
Taxes Net Invst Incm$509TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$111OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$36OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$75OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,452TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,582TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,782TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$216,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$216,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$260,652TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,582TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$220,982TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,302ExcessRevenueOverExpensesAmt
Net Investment Income$253,122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$38,270CashBOYAmt
Cash EOY$35,706CashEOYAmt
Cash EOYFMV$35,706CashEOYFMVAmt
Sav And Temp Cash Invst BOY$308,839SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$326,306SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$326,306SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,711,984CorporateStockBOYAmt
Corporate Stock EOY$4,081,475CorporateStockEOYAmt
Corporate Stock EOYFMV$4,081,475CorporateStockEOYFMVAmt
Corporate Bonds BOY$270,502CorporateBondsBOYAmt
Corporate Bonds EOY$270,218CorporateBondsEOYAmt
Corporate Bonds EOYFMV$270,218CorporateBondsEOYFMVAmt
Other Assets BOY$2,853OtherAssetsBOYAmt
Other Assets EOY$2,629OtherAssetsEOYAmt
Other Assets EOYFMV$2,629OtherAssetsEOYFMVAmt
Total Assets BOY$4,332,448TotalAssetsBOYAmt
Total Assets EOY$4,716,334TotalAssetsEOYAmt
Total Assets EOYFMV$4,716,334TotalAssetsEOYFMVAmt
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$4,332,448RetainedEarningBOYAmt
Retained Earning EOY$4,716,334RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,332,448TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,716,334TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,332,448TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,716,334TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,332,448TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,302ExcessRevenueOverExpensesAmt
Other Increases$353,584OtherIncreasesAmt
Subtotal$4,716,334SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,716,334TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded SecuritiesP$1,706,388$1,485,545$220,843$220,843
Capital Gains DividendsP$1,536$1,536$1,536
FieldValueIRS element (for citing)
Capital Gain Net Income$222,379CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,518InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,518SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$982OverpaymentAmt
Applied To ES Tax$982AppliedToESTaxAmt
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 Line1The OrganizationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6032191347PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 Watchtower RoadAddressLine1Txt
CityHopkintonCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03229ZIPCd
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 PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
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

FieldValueIRS element (for citing)
PersonJohn H LynchPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 Watchtower RoadAddressLine1Txt
CityHopkintonCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03229ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$4,187,485AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$345,051AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,532,536TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,532,536AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,988CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,464,548NetVlNoncharitableAssetsAmt
Minimum Investment Return$223,227MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$223,227MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,518TaxBasedOnInvestmentIncomeAmt
Total Tax$3,518TotalTaxAmt
Distributable Before Adj$219,709DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$219,709DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$219,709DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$220,982ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$220,982QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$219,709DistributableAsAdjustedAmt
Undistributed Income PY$187,483UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$220,982QualifyingDistributionsAmt
Applied To Year1$187,483AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$33,499AppliedToCurrentYearAmt
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$0Taxable2Amt
Undistributed Income CY$186,210UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys & Girls Club of Manchester
555 Union StreetManchesterNH03104N/APCGeneral Operating Support$1,000
Capitol Center for the Arts
44 S Main StreetConcordNH03301N/APCGeneral Operating Support$1,000
City of Concord (fbo White Park Playground)
41 Green StreetConcordNH03301N/AGOVGeneral Operating Support$10,000
Concord Community Music School
23 Wall StreetConcordNH03301N/APCGeneral Operating Support$250
Currier Museum
150 Ash StreetManchesterNH03104N/APCGeneral Operating Support$27,000
Geisel School of Medicine at Dartmouth
1 Rope Ferry RoadHanoverNH03755N/APCGeneral Operating Support$5,000
Hopkinton High School
297 Park AvenueHopkintonNH03229N/AGOVGeneral Operating Support$200
Hopkinton Woman's Club
PO Box 24HopkintonNH03229N/APCGeneral Operating Support$100
Mass General Brigham Inc
399 Revolution Drive 645SomervilleMA02145N/APCGeneral Operating Support$6,000
Morris Animal Foundation
720 S Colorado Boulevard Suite 174ADenverCO80246N/APCGeneral Operating Support$400
Mount Holyoke College
50 College StreetSouth HadleyMA01075N/APCGeneral Operating Support$20,000
New Hampshire Charitable Foundation
37 Pleasant StreetConcordNH03301N/APCGeneral Operating Support$115,000
New Hampshire Coalition Against Domestic & Sexual Violence
100 N Main Street Suite 300ConcordNH03302N/APCGeneral Operating Support$500
New Hampshire Public Broadcasting
268 Mast RoadDurhamNH03824N/APCGeneral Operating Support$300
New Hampshire Public Radio
2 Pillsbury StreetConcordNH03301N/APCGeneral Operating Support$250
NH Healthy Climate
PO Box 426ManchesterNH03105N/APCGeneral Operating Support$200
Palace Theatre Trust
80 Hanover StreetManchesterNH03101N/APCGeneral Operating Support$5,000
Pan-Massachusetts Challenge Inc
77 4th AvenueNeedhamMA02494N/APCGeneral Operating Support$2,000
Plymouth State University
17 High StreetPlymouthNH03264N/AGOVGeneral Operating Support$1,000
Red Rivers Theatres Inc
11 S Main Street Suite L1-1ConcordNH03301N/APCGeneral Operating Support$1,000
St Paul's School
325 Pleasant StreetConcordNH03301N/APCGeneral Operating Support$10,000
University of New Hampshire
9 Edgewood RoadDurhamNH03824N/AGOVGeneral Operating Support$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$216,200TotalGrantOrContriPdDurYrAmt
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$11,846ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,479ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$222,379ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$285,704ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$285,704TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJohn LynchContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12 Watchtower RoadAddressLine1Txt
CityHopkintonCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03229ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,250TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and tax servicesCategoryTxt
Amt$9,415Amt
Net Investment Income$4,708NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,707DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
15482.313 units GMCPX$153,275$153,275
13597.966 units GGNPX$116,943$116,943

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
2218 units IVV$1,519,197$1,519,197
1033 units SPY$704,423$704,423
182000 units OISPX208$211,211$211,211
137000 units BNSSPF32$134,883$134,883
299000 units OYSPX087$302,498$302,498
299000 units OMSPX289$292,811$292,811
127000 units ONRUT006$125,794$125,794
1797.403 units GGDPX$29,154$29,154
83000 units OJIDE362$89,449$89,449
1382.492 units GMNPX$52,576$52,576
2101.049 GCEPX$23,532$23,532
146 units ACGL$14,004$14,004
53 units FERG$11,799$11,799
850 units NU$14,229$14,229
133 units PM$21,333$21,333
1366 units TGOPY$14,988$14,988
797 units ADYEY$12,871$12,871
24 units AON$8,469$8,469
17 units ASMIY$10,334$10,334
22 units ASML$23,537$23,537
157 units AZN$14,433$14,433
260 units BAESY$23,976$23,976
274 units CNQ$9,343$9,343
194 units CP$14,284$14,284
544 units CPNG$12,833$12,833
360 units DBOEY$9,458$9,458
191 units EXPGY$8,640$8,640
24 units RACE$8,869$8,869
398 units IBN$11,860$11,860
28 units LIN$11,939$11,939
5 units MELI$10,071$10,071
906 units MHVIY$22,195$22,195
45 units MNDY$6,640$6,640
783 units NTDOY$13,232$13,232
158 units NVO$8,039$8,039
24 units RNMBY$8,800$8,800
2112 units RYCEY$32,668$32,668
250 units SAFRY$21,830$21,830
81 units SAP$19,676$19,676
188 units SE$23,983$23,983
61 units STX$16,799$16,799
78 units SHOP$12,556$12,556
322 units SMNEY$45,532$45,532
28 units SPOT$16,260$16,260
132 units TSM$40,113$40,113
214 units TCEHY$16,469$16,469
334 units UBS$15,468$15,468
48 units WCN$8,417$8,417

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAccrued IncomeDesc
BOY Book Value$2,853BOYBookValueAmt
EOY Book Value$2,629EOYBookValueAmt
EOYFMV$2,629EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees$36$36$0
NH filing fees$75$0$75

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gains on investmentsDesc
Amt$353,584Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment fees - Goldman SachsCategoryTxt
Amt$27,329Amt
Net Investment Income$27,329NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign taxes$509$509$0
Excise taxes$7,088$0$0

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