Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE CARL SIEMON FAMILY CHARITABLE TRUST
CYNTHIA WYATT ET AL TTEE
Number and street (or P.O. box number if mail is not delivered to street address)307 APPLEBEE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILTON MILLS, NH03852
A Employer identification number

22-6670093
B Telephone number (see instructions)

(603) 473-2535
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,145,911J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 60,370
2 Check bullet.............
3 Interest on savings and temporary cash investments 14,267 14,267 14,267
4 Dividends and interest from securities... 122,192 122,192 122,192
5a Gross rents............ 22,800 22,800 22,800
b Net rental income or (loss) 10,372
6a Net gain or (loss) from sale of assets not on line 10 268,359
b Gross sales price for all assets on line 6a 2,361,349
7 Capital gain net income (from Part IV, line 2)... 268,359
8 Net short-term capital gain......... 81,539
9 Income modifications...........  
10a Gross sales less returns and allowances 122,664
b Less: Cost of goods sold.... 90,359
c Gross profit or (loss) (attach schedule)..... Click to see attachment 32,305 32,305
11 Other income (attach schedule)....... Click to see attachment 35,775 436 35,775
12 Total. Add lines 1 through 11........ 556,068 428,054 308,878
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 43,678     43,678
14 Other employee salaries and wages...... 180,963     180,963
15 Pension plans, employee benefits....... 23,250     23,250
16a Legal fees (attach schedule)......... Click to see attachment 6,135 3,067 3,067 3,068
b Accounting fees (attach schedule)....... Click to see attachment 6,398 3,199 3,198 3,198
c Other professional fees (attach schedule).... Click to see attachment 115,392 69,195 69,195 46,197
17 Interest............... 67     67
18 Taxes (attach schedule) (see instructions)... Click to see attachment 45,201 1,629 1,629 41,291
19 Depreciation (attach schedule) and depletion... Click to see attachment 31,737 12,428  
20 Occupancy.............. 6,814     6,814
21 Travel, conferences, and meetings....... 1,173     1,173
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 31,211     31,211
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 492,019 89,518 77,089 380,910
25 Contributions, gifts, grants paid....... 39,428 39,428
26 Total expenses and disbursements. Add lines 24 and 25 531,447 89,518 77,089 420,338
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,621
b Net investment income (if negative, enter -0-) 338,536
c Adjusted net income (if negative, enter -0-)... 231,789
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 16,251 27,337 27,336
2 Savings and temporary cash investments......... 485,639 472,817 472,817
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,066,462 6,016,988 9,191,019
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet496,766
Less: accumulated depreciation (attach schedule) bullet43,042 20,997 Click to see attachment453,724 453,724
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet3,596,653
Less: accumulated depreciation (attach schedule) bullet605,118 3,357,610 Click to see attachment2,991,535 2,991,286
15 Other assets (describe bullet)   Click to see attachment9,729 Click to see attachment9,729
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,946,959 9,972,130 13,145,911
Liabilities 17 Accounts payable and accrued expenses..........   300
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment1,900 Click to see attachment1,900
23 Total liabilities (add lines 17 through 22)......... 1,900 2,200
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 9,945,059 9,969,930
29 Total net assets or fund balances (see instructions)..... 9,945,059 9,969,930
30 Total liabilities and net assets/fund balances (see instructions). 9,946,959 9,972,130
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,945,059
2
Enter amount from Part I, line 27a .....................
2
24,621
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
250
4
Add lines 1, 2, and 3 ..........................
4
9,969,930
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,969,930
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN DIVIDENDS-FIDELITY P    
b CAPITAL GAIN DIVIDENDS-GABELLI P    
c PUBLICLY TRADED SECURITIES P 2020-12-31 2020-12-31
d PUBLICLY TRADED SECURITIES P 2014-12-31 2020-12-31
e PUBLICLY TRADED SECURITIES P 2014-12-31 2020-12-31
PUBLICLY TRADED SECURITIES P 2020-12-31 2020-12-31
PUBLICLY TRADED SECURITIES P 2020-12-31 2020-12-31
PUBLICLY TRADED SECURITIES P 2014-12-31 2020-12-31
2015 TOYOTA HYBRID P 2016-02-26 2020-06-24
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,750     3,750
b 46,079     46,079
c 69,598   79,213 -9,615
d 687,024   676,095 10,929
e 75,597   40,599 34,998
284,561   243,257 41,304
192   171 21
1,178,548   1,052,544 126,004
16,000 37,489 38,600 14,889
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,750
b       46,079
c       -9,615
d       10,929
e       34,998
      41,304
      21
      126,004
      14,889
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 268,359
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 81,539
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 4,706
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 4,706
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,706
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,800
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 94
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet94 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.BRANCHHILLFARM.ORG
    14
    The books are in care ofbulletJARED KANE Telephone no.bullet (603) 473-2535

    Located atbullet307 APPLEBEE ROADMILTON MILLSNH ZIP+4bullet038524207
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CYNTHIA WYATT Chair
    40.00     		42,406 1,272  
    100 BRANCH HILL ROAD
    MILTON MILLS,NH03851
    BEVERLY SIEMON Trustee
    5.00     		0    
    37 THORNHILL RD
    RIVERSIDE,CT06878
    C K TRIPP SIEMON Trustee
    5.00     		0    
    1010 SIEMON COMPANY DRIVE
    WATERTOWN,CT06795
    THOMAS COSTELLO Trustee
    5.00     		0    
    401 PELICAN POINTE ROAD
    PONTE VEDRA,FL32081
    PHILIP AUGER Trustee
    5.00     		0    
    PO BOX 33
    STRAFFORD,NH03884
    BRIAN WYATT Trustee
    5.00     		0    
    19 LAFORGE ROAD
    DARIEN,CT06820
    JAMES STRUB Secretary
    5.00     		0    
    41 CHURCH STREET
    WATERBURY,CT067232818
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    ROBERT WAGNER FARM MANAGER
    35.00     		70,575 16,990  
    PO BOX 305
    UNION,NH03887
    JARED KANE EXECUTIVE DIRECTOR
    40.00     		86,635 2,501 1,773
    307 Applebee Rd
    MILTON MILLS,NH03851
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CONSERVATION AND FORESTATION EXPENSES INCURRED FOR FOUNDATION'S MANAGED PROPERTIES 420,338
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,964,572
    b
    Average of monthly cash balances.......................
    1b
    440,215
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,404,787
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,404,787
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    126,072
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,278,715
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    413,936
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    420,338
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    64,710
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    485,048
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    485,048
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
    1996-06-05
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
    231,789 106,228 89,600 117,403 545,020
    b 85% of line 2a ......... 197,021 90,294 76,160 99,793 463,268
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		485,048 478,699 427,071 415,002 1,805,820
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		39,428 21,750 25,000 18,850 105,028
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		445,620 456,949 402,071 396,152 1,700,792
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		275,957 285,985 289,865 287,422 1,139,229
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    UNH FOUNDATION INC
    9 EDGEWOOD RD
    DURHAM,NH03824     		  PC SUPPORT MISSION 10,000
    MOOSE MOUNTAINS REGIONAL GREENWAYS
    254 MAIN STREET
    UNION,NH03887     		  PC SUPPORT MISSION 10,100
    SOUTHEAST LAND TRUST OF NH
    6 CENTER STREET
    EXETER,NH03833     		  PC SUPPORT MISSION 10,000
    NORTHEAST ORGANIC FARMERS ASSOC
    84 SILK ROAD
    CONCORD,NH03301     		  PC SUPPORT MISSION 500
    MOFGA
    294 CROSBY BROOK ROAD
    UNITY,ME04988     		  PC SUPPORT MISSION 1,000
    NH FARM MUSEUM
    RT 125 WHITE MOUNTAIN HIGHWAY
    MILTON,NH03851     		  PC SUPPORT MISSION 1,000
    NH PRESERVATION ALLIANCE
    7 EAGLE SQUARE
    CONCORD,NH03301     		  PC SUPPORT MISSION 150
    CAPITAL ONE BANK FDN
    1680 CAPITAL ONE DRIVE
    MCLEAN,VA22102     		  PC SUPPORT MISSION 328
    ACTON WAKEFIELD WATERSHED ALLIANCE
    254 MAIN STREET
    UNION,NH03887     		  PC SUPPORT MISSION 500
    BEAR-PAW REGIONAL GREENWAYS
    1557 1ST NH TURNPIKE
    NORTHWOOD,NH03261     		  PC SUPPORT MISSION 500
    GREEN MTN CONSERVATION GRP
    236 HUNTRESS BRIDGE ROAD
    EFFINGHAM,NH03882     		  PC SUPPORT MISSION 100
    FOREST STEWARDS GUILD
    612 WEST MAIN STREET 200
    MADISON,WI53703     		  PC SUPPORT MISSION 250
    NONGAME ENDANGERED WILDLIFE
    11 HAZEN DRIVE
    CONCORD,NH03301     		  PC SUPPORT MISSION 200
    TIN MOUNTAIN CONSERVATION CTR
    1245 BALD HILL ROAD
    CONWAY,NH03818     		  PC SUPPORT MISSION 250
    NH ASSOC OF CONSERVATION COMMISSION
    54 PORTSMOUTH ST
    CONCORD,NH03301     		  PC SUPPORT MISSION 250
    NATURE CONSERVANCY OF NH
    22 BRIDGE STREET 4TH FLOOR
    CONCORD,NH03301     		  PC SUPPORT MISSION 500
    SOCIETY FOR THE PROTECTION OF NH FO
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		  PC SUPPORT MISSION 1,000
    AMERICAN CHESTNUT FDN
    50 N Merrimon Ave Ste 115
    ASHVILLE,NC28804     		  PC SUPPORT MISSION 1,000
    LAND TRUST ALLIANCE
    1660 L STREET NW SUITE 1100
    WASHINGTON,DC20036     		  PC SUPPORT MISSION 500
    NH AUDUBON
    84 SILK FARM RD
    CONCORD,NH03301     		  PC SUPPORT MISSION 150
    WENTWORTH WATERSHED ASSOC
    PO BOX 2235
    WOLFEBORO,NH03894     		  PC SUPPORT MISSION 150
    THREE PONDS PROTECTIVE ASSOC
    PO BOX 295
    ALFRED,ME04002     		  PC SUPPORT MISSION 1,000
    Total .................................bullet 3a 39,428
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 14,267  
    4 Dividends and interest from securities....     14 122,192  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 10,372  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 253,470 14,889
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory         32,305
    11 Other revenue:
    aLITIGATION SETTLEMENT     		      436  
    bMISC INCOME         109
    cUSDA PAYMENTS         35,230
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   400,737 82,533
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    483,270
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    10 AMOUNTS ARE PAID TO ACCOMPLISH CHARITABLE PURPOSES AND
    11 PAID TO ACQUIRE AN ASSET USED DIRECTLY IN CARRYING OUT THESE PURPOSES.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THE CARL SIEMON FAMILY CHARITABLE TRUST
    CYNTHIA WYATT ET AL TTEE
    Employer identification number

    22-6670093
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THE CARL SIEMON FAMILY CHARITABLE TRUST
    CYNTHIA WYATT ET AL TTEE         		Employer identification number
    22-6670093
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CYNTHIA WYATT
    100 BRANCH HILL ROAD
     
    MILTON, NH03851

    		$ 50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    HENRY SIEMON
    2730 CARDINAL CIRCLE
     
    GULF STREAM, FL33483

    		$ 10,370


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THE CARL SIEMON FAMILY CHARITABLE TRUST
    CYNTHIA WYATT ET AL TTEE         		Employer identification number

    22-6670093
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 50 SHS CHURCHILL DOWNS $ 10,370  
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THE CARL SIEMON FAMILY CHARITABLE TRUST
    CYNTHIA WYATT ET AL TTEE         		Employer identification number

    22-6670093
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011551
    Software Version: 2020v4.0

    TY 2020 AccountingFeesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,398 3,199 3,198 3,198

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    2015 TOYOTA HYBRID 2016-02-26 38,600 35,265 200DB 11.52 % 2,224      
    FENCING & GATES 2013-09-01 1,348 1,228 SL 7.14 % 96      
    FENCING 2015-03-24 2,089 1,880 SL 10.00 % 209      
    FENCING 2016-06-29 21,250 19,414 200DB 5.0000 734      
    GARAGE - NEW ALARM SYSTEM 2008-06-01 1,662 1,318 150DB 5.91 % 98      
    GARAGE - UNDERGROUND CABLE 2008-06-01 1,170 1,050 150DB 5.91 % 69      
    GARAGE 2004-12-29 19,490 6,856 SL 2.56 % 500      
    GARAGE - OVERHEAD DOOR 2013-11-15 3,692 3,230 200DB 4.46 % 165      
    BARN-NEW ROOF 2011-09-23 13,400 2,849 SL 2.56 % 344      
    BARN STRUCTURE 2014-07-01 19,575 2,740 SL 2.56 % 502      
    WHITE MTN RD - HOUSE 2015-11-05 140,000 14,808 SL 2.56 % 3,590 3,590    
    WHITE MOUNTAIN RD 2016-10-07 2,315 1,513 150DB 15.0000 80 80    
    WHITE MOUNTAIN RD 2017-06-30 137,562 8,965 SL 2.56 % 3,527 3,527    
    WHITE MOUNTAIN RD 2018-06-30 134,780 5,328 SL 2.56 % 3,456 3,456    
    LAND IMPROVEMENTS 2005-08-01 26,804 26,014 150DB 2.95 % 790      
    LAND IMPROVEMENTS 2006-06-01 61,471 56,023 150DB 5.91 % 3,633      
    LAND IMPROVEMENTS 2007-06-01 25,744 21,944 150DB 5.90 % 1,519      
    LAND IMPROVEMENTS 2008-09-15 12,689 11,378 150DB 5.91 % 750      
    TRAILS & MAPPING 2017-05-31 15,691 3,617 150DB 7.70 % 1,208      
    JOHN DEERE 2017-09-04 12,723 9,059 200DB 11.52 % 1,466      
    WHITE CAPE -NEW OFFICE ADD ON 2014-07-31 18,388 2,573 SL 2.56 % 471      
    WHITE CAPE - REPAIRS 2008-06-01 4,561 1,901 SL 3.64 % 166      
    WHITE CAPE - NEW ROOF 2009-11-05 4,350 1,601 SL 3.64 % 158      
    WHITE CAPE - BUILDING REPAIRS 1998-06-30 15,487 8,554 SL 2.56 % 397      
    WHITE CAPE - BUILDING REPAIRS 2001-06-30 15,692 7,460 SL 2.56 % 402      
    WHITE CAPE - ROOF 2010-04-16 643 227 SL 3.64 % 23      
    WHITE CAPE HOUSE 2014-10-15 26,961 5,106 SL 3.64 % 980      
    WOODLAND ACCESS 2011-08-23 7,728 1,659 SL 2.56 % 198      
    WOODLAND ACCESS 2014-08-01 1,030 142 SL 2.56 % 26      
    WOODLAND ACCESS 2015-06-25 15,758 1,835 SL 2.56 % 404      
    WOODLAND ACCESS 2016-12-14 14,823 4,558 150DB 6.93 % 1,027      
    WOODLAND-LAND IMPROVEMENTS 2008-09-15 12,689 11,378 150DB 5.91 % 750      
    WHITE HOUSE-RENOVATIONS 2017-07-01 47,669   SL 2.56 % 1,222 1,222    
    WHITE MTN RD-IMPROV 2020 2020-05-12 34,440   SL 1.61 % 553 553    

    TY 2020 InvestmentsLandSchedule2
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Buildings 496,766 43,042 453,724 453,724

    TY 2020 LandEtcSchedule2
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 2,802 2,802    
    Machinery and Equipment 326,755 312,800 13,955 13,955
    Buildings 145,282 49,952 95,330 95,331
    Improvements 171,374 155,852 15,522 15,523
    Land 2,835,550   2,835,550 2,835,550
    Miscellaneous 114,890 83,712 31,178 30,927


    TY 2020 LegalFeesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 6,135 3,067 3,067 3,068


    TY 2020 OtherAssetsSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ROUNDING   7 7
    UNREALIZED GAIN   9,722 9,722


    TY 2020 OtherExpensesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 604     604
    BANK FEES 2     2
    EDUCATIONAL PROGRAMS 3,088     3,088
    INSURANCE 19,644     19,644
    MEMBERSHIPS 1,550     1,550
    OFFICE EXPENSE 4,416     4,416
    PAYROLL PROCESS FEES 1,907     1,907


    TY 2020 OtherIncomeSchedule2
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LITIGATION SETTLEMENT 436 436 436
    MISC INCOME 109   109
    USDA PAYMENTS 35,230   35,230


    TY 2020 OtherIncreasesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Amount
    PRIOR PERIOD ADJUSTMENT-DEPRECIATION 250


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 1,900 1,900


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL CONSULTANT 7,950 7,950 7,950 0
    FORESTRY CONSULTANTS 46,197 0 0 46,197
    GABELLI-ADVISORY FEES 36,722 36,722 36,722 0
    PUTNAM-ADVISORY FEES 24,523 24,523 24,523 0


    TY 2020 SalesOfInventoryList 
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0

    Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
    Cost of Goods Sold)
    FARM STAND 122,664 90,359 32,305

    TY 2020 TaxesSchedule
    Name:
    THE CARL SIEMON FAMILY CHARITABLE TRUST
     
    CYNTHIA WYATT ET AL TTEE
    EIN:
    22-6670093
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 2,281      
    FOREIGN TAXES WITHHELD-FIDELITY 1,013 1,013 1,013  
    FOREIGN TAXES WITHHELD-GABELLI 616 616 616  
    PAYROLL TAXES 16,428     16,428
    PAYROLL TAXES-UNEMPLOYMENT 348     348
    PROPERTY TAXES 20,530     20,530
    TIMBER TAX 3,985     3,985