BOQUET FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BOQUET FOUNDATION INC (EIN 13-6114419)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-01
IRS object ID
202621219349101802
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)
Return2026-05-01T11:03:50-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136114419EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Boquet Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Brandywine Trust CompanyInCareOfNm
Business Name ControlBOQUBusinessNameControlTxt
Phone3022345750PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17234 LANCASTER PIKE STE 300AAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLea Paine HighetPersonNm
Person TitleTreasurerPersonTitleTxt
Phone3022345750PhoneNum
Signature2026-04-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$6,912,908FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$14,731InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$14,731InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$76,482DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,482DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$196,649NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,406,895GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$196,649CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$300OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$300OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$288,162TotalRevAndExpnssAmt
Total Net Invst Incm$288,162TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$30,443OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,345OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$27,098OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$9,297TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,934TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$436OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$186OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,176TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,465TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$27,348TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$310,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$310,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$350,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,465TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$337,848TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,514ExcessRevenueOverExpensesAmt
Net Investment Income$280,697NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$285,880SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$512,901SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$512,901SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$241,679USGovernmentObligationsBOYAmt
Corporate Stock BOY$2,553,967CorporateStockBOYAmt
Corporate Stock EOY$2,506,111CorporateStockEOYAmt
Corporate Stock EOYFMV$6,323,271CorporateStockEOYFMVAmt
Corporate Bonds BOY$80,000CorporateBondsBOYAmt
Corporate Bonds EOY$80,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$76,736CorporateBondsEOYFMVAmt
Total Assets BOY$3,161,526TotalAssetsBOYAmt
Total Assets EOY$3,099,012TotalAssetsEOYAmt
Total Assets EOYFMV$6,912,908TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,161,526RetainedEarningBOYAmt
Retained Earning EOY$3,099,012RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,161,526TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,099,012TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,161,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,099,012TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,161,526TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,514ExcessRevenueOverExpensesAmt
Subtotal$3,099,012SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,099,012TotNetAstOrFundBalancesEOYAmt

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$1,406,895GrossSalesPriceAmt
Cost Or Other Basis$1,210,246CostOrOtherBasisAmt
Gain Or Loss$196,649GainOrLossAmt
Gains Minus Excess Or Losses$196,649GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$196,649CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,902InvestmentIncomeExciseTaxAmt
Subtotal$3,902SubtotalAmt
Tax Based On Investment Income$3,902TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,098OverpaymentAmt
Applied To ES Tax$1,098AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Brandywine Trust CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3022345750PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17234 Lancaster Pike Suite 300-AAddressLine1Txt
CityHockessinCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19707ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Teresa Cummings
7234 LANCASTER PIKE STE 300AHockessinDE19707Sec1.0$0$0$0
Lea Paine Highet
7234 LANCASTER PIKE STE 300AHockessinDE19707Treas1.0$0$0$0
Peter S Paine III
7234 LANCASTER PIKE STE 300AHockessinDE19707VP1.0$0$0$0
Peter S Paine Jr
7234 LANCASTER PIKE STE 300AHockessinDE19707Pres, Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,521,283AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$403,581AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,924,864TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,924,864AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$103,873CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,820,991NetVlNoncharitableAssetsAmt
Minimum Investment Return$341,050MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$341,050MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,902TaxBasedOnInvestmentIncomeAmt
Total Tax$3,902TotalTaxAmt
Distributable Before Adj$337,148DistributableBeforeAdjAmt
Distributable Before Ded$337,148DistributableBeforeDedAmt
Distributable As Adjusted$337,148DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$337,848ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$337,848QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$337,148DistributableAsAdjustedAmt
Undistributed Income PY$246,545UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Qualifying Distributions$337,848QualifyingDistributionsAmt
Applied To Year1$246,545AppliedToYear1Amt
Applied To Current Year$91,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$245,845UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPeter S Paine JrContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
564 PARK AVENUE PRESERVATION FOUNDATION
564 PARK AVENEW YORKNY10065N/APCGeneral & Unrestricted$1,000
ADIRONDACK COMMUNITY ACTION PROGRAMS INC
7572 COURT ST STE 2ELIZABETHTOWNNY12932N/APCProgram for Willsboro$2,000
ADIRONDACK EXPLORER INC
PO BOX 1355SARANAC LAKENY12983N/APCZach Matson's Deep-Dive Journalism Fund$5,000
ADIRONDACK FOUNDATION
PO BOX 288LAKE PLACIDNY12946N/APCCharitable Event$5,000
ADIRONDACK FOUNDATION
PO BOX 288LAKE PLACIDNY12946N/APCSudden Urgent Needs Fund$500
ADIRONDACK GARDEN CLUB INC
PO BOX 72KEENENY12942N/APCEllen Lea Paine Memorial Fund at the Garden Club$5,000
ADIRONDACK LAND TRUST INC
PO BOX 130KEENENY12942N/APCGeneral & Unrestricted$15,500
ADIRONDACK RESEARCH CONSORTIUM
PO BOX 96PAUL SMITHSNY12970N/APCGeneral & Unrestricted$1,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO Ithe Edward H. Burn Tutorship Endowment FUND$1,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO IIn support of Cathedral Music Trust Fund$2,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO IThe Christopher Lewis Fund for the Christ Church Meadow$25,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO IAmerican Friends' Scholarship Fund$3,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO IThe Edward H. Burn Tutorship Endowment Fund$25,000
AMERICAN FRIENDS OF CHRIST CHURCH INC
PO BOX 130WILLSBORONY12996N/ASO IThe Music Trust in Support of the Choir's Performances in the United States$25,000
BUCKLEY SCHOOL IN THE CITY OF NEW YORK
113 E 73RD STNEW YORKNY10021N/APCGeneral & Unrestricted$250
CENTER FOR COMPREHENSIVE HEALTH PRACTICE INC
35 EAST 110TH ST 4FLNEW YORKNY10029N/APCGeneral & Unrestricted$5,000
CENTRAL PARK CONSERVANCY INC
717 FIFTH AVENEW YORKNY10022N/APCGeneral & Unrestricted$1,000
CFES BRILLIANT PATHWAYS INC
13 CHURCH ST PO BOX 247ESSEXNY12936N/APCGeneral & Unrestricted$1,500
CHAMPLAIN AREA TRAILS INC
6470 MAIN ST STE 2WESTPORTNY12993N/APCGeneral & Unrestricted$1,000
CHAPIN SCHOOL LTD
100 E END AVENEW YORKNY10028N/APCClass of 1955 70th Reunion Fund$7,000
CHAPIN SCHOOL LTD
100 E END AVENEW YORKNY10028N/APCGeneral & Unrestricted$4,000
CHURCH OF THE HEAVENLY REST
1085 5TH AVENEW YORKNY10128N/APCGeneral & Unrestricted$10,000
CORNELL UNIVERSITY
48 SAYWARD LNWILLSBORONY12996N/APCGeneral & Unrestricted$1,000
COVENANT HOUSE NEW YORK
460 W 41ST STNEW YORKNY10036N/APCGeneral & Unrestricted$3,000
CVPH FOUNDATION INC
75 BEEKMAN STPLATTSBURGHNY12901N/APCTo Support of the Residency Program for Family Physicians$5,000
ELIZABETHTOWN COMMUNITY HOSPITAL
75 PARK STELIZABETHTOWNNY12932N/APCSmith House Health Care Center$1,000
EMPIRE STATE FORESTRY FOUNDATION INC
47 VAN ALSTYNE DRRENSSELAERNY12144N/APCGeneral & Unrestricted$1,000
HARVARD BUSINESS SCHOOL
PO BOX 412275BOSTONMA02241N/APCGeneral & Unrestricted$1,000
HIGH PEAKS HOSPICE AND PALLIATIVE CARE INC
1247 DIX AVEHUDSON FALLSNY12839N/APCFor the General Support of Essex County Office$500
HOPE FOR DEPRESSION RESEARCH FOUNDATION
40 WEST 57TH ST STE 1440NEW YORKNY10019N/APCGeneral & Unrestricted$1,750
LAKE CHAMPLAIN LAND TRUST INC
1 MAIN STBURLINGTONVT05401N/APCGeneral & Unrestricted$500
LAKESIDE PRESCHOOL
6 LEANING RDESSEXNY12936N/APCDaycare Center Plan Fund$5,000
NATURE CONSERVANCY - ADIRONDACK CHAPTER
PO BOX 65KEENE VALLEYNY12943N/APCANC's Work on Lower Boquet River$20,000
NATURE CONSERVANCY - ADIRONDACK CHAPTER
PO BOX 65KEENE VALLEYNY12943N/APCGeneral & Unrestricted$500
NATURE CONSERVANCY - ADIRONDACK CHAPTER
PO BOX 65KEENE VALLEYNY12943N/APCSupport of Operations$20,000
NEW YORK-PRESBYTERIAN FUND INC
PO BOX 25667NEW YORKNY10087N/APCGeneral & Unrestricted$10,000
OPEN SPACE INSTITUTE INC
1370 BROADWAY 5TH FLNEW YORKNY10018N/APCThe Lake Placid Trailhead$10,000
PAINE MEMORIAL FREE LIBRARY
2 GILLILAND LNWILLSBORONY12996N/APCGeneral & Unrestricted$19,000
PRINCETON UNIVERSITY ROWING ASSOCIATION
1491 CYPRESS DR UNIT 1766PEBBLE BEACHCA93953N/APCFor Princeton Rowing Association$2,000
PROTECT OUR WINTERS
1919 14TH ST STE 700BOULDERCO80302N/APCGeneral & Unrestricted$1,000
ST BERNARDS SCHOOL INC
4 E 98TH STNEW YORKNY10029N/APCGeneral & Unrestricted$2,000
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCThe SPS Fund (Alumni)$2,500
ST PAULS SCHOOL
325 PLEASANT STCONCORDNH03301N/APCGeneral & Unrestricted$2,500
St JOHN'S EPISCOPAL CHURCH
PO BOX 262ESSEXNY12936N/APCGeneral & Unrestricted$45,000
THE WILD CENTER
45 MUSEUM DRTUPPER LAKENY12986N/APCSupport of the Wild Center$1,000
TRUSTEES OF PRINCETON UNIVERSITY
100 OVERLOOK CENTER STE 300PRINCETONNJ08540N/APCGeneral & Unrestricted$500
UNIVERSITY OF VERMONT
411 MAIN STBURLINGTONVT05401N/AGOVGeneral & Unrestricted$5,000
VERMONT LAND TRUST INC
8 BAILEY AVEMONTPELIERVT05602N/APCGeneral & Unrestricted$1,000
WAKE FOREST UNIVERSITY
1834 WAKE FOREST RDWINSTONSALEMNC27109N/APCStudy abroad program$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$310,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,731ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,482ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$196,649ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescCLASS ACTION LAWSUIT PROCEEDSDesc
Exclusion01ExclusionCd
Exclusion$300ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$288,162ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$288,162TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCONSERVATION FD - 3.474% - 12/BondNm
EOY Book Value$80,000EOYBookValueAmt
EOYFMV$76,736EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPHABET INC CL C$116,877$627,600
AMAZON COM$323,326$519,345
AMERICAN TOWER REIT INC$195,578$197,516
AON PLC CL A$103,830$176,440
BERKSHIRE HATHAWAY INC. CLASS$118,008$1,005,300
BROOKFIELD ASSET MANAGEMENT LT$63,170$104,780
CANADIAN NATL RAILWAY CO$41,325$197,700
COMPAGNIE FINANCIERE RICHEMONT$112,350$161,475
COSTCO WHOLESALE CORPORATION$39,025$215,585
DEERE CO$54,200$186,228
DIAGEO PLC ADS$55,277$86,270
FASTENAL COMPANY$82,270$333,079
LINDE PLC COM$221,609$213,195
MARKEL CORP$119,981$214,965
MARTIN MARIETTA MATLS INC$85,120$155,665
MASTERCARD INC$22,717$485,248
METTLER-TOLEDO INTL$128,426$139,419
MICROSOFT CORP$17,931$362,715
NESTLE S.A$86,052$246,950
NIKE INC-CL B$111,664$127,420
ROPER INDUSTRIES$61,985$89,026
S&P GLOBAL INC COM$64,291$104,518
SHERWIN-WILLIAMS CO$142,709$194,418
TEXAS PACIFIC LAND CORPORATION$75,509$103,399
TRACTOR SUPPLY CO COM$62,881$75,015

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Charges$186$186
State or Local Filing Fees$250$250

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescClass Action Lawsuit ProceedsDesc
Revenue And Expenses Per Books$300RevenueAndExpensesPerBooksAmt
Net Investment Income$300NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administration of Foundation$27,098$27,098
Investment Management Services$3,345$3,345

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2025$5,000
990-PF Excise Tax for 2024$107
Foreign Tax Paid$3,934$3,934
IRS MISCELLANEOUS FEE$256

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