Form990-PF


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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
THE STANNARD & DOROTHY DUNN
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)BARBARA D ROBY TRUSTEE 7 BLISS L
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LYME, NH03768
A Employer identification number

02-6086871
B Telephone number (see instructions)

(603) 795-2080
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$7,499,457J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 7 7  
4 Dividends and interest from securities... 121,895 121,895  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 85,116
b Gross sales price for all assets on line 6a 270,048
7 Capital gain net income (from Part IV, line 2)... 85,116
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 8,515 63  
12 Total. Add lines 1 through 11........ 215,533 207,081  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,000 1,000   3,000
c Other professional fees (attach schedule).... Click to see attachment 46 46   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 75 0   75
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7 7   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,128 1,053   3,075
25 Contributions, gifts, grants paid....... 383,200 383,200
26 Total expenses and disbursements. Add lines 24 and 25 387,328 1,053   386,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -171,795
b Net investment income (if negative, enter -0-) 206,028
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments.........   6,155 6,155
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)....... 5,534,256 Click to see attachment5,358,125 7,493,302
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 84,895 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,619,151 5,364,280 7,499,457
Liabilities 17 Accounts payable and accrued expenses.......... 150 150
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 attachment258 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 408 150
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 5,618,743 5,364,130
29 Total net assets or fund balances (see instructions)..... 5,618,743 5,364,130
30 Total liabilities and net assets/fund balances (see instructions). 5,619,151 5,364,280
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
5,618,743
2
Enter amount from Part I, line 27a .....................
2
-171,795
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,446,948
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
82,818
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,364,130
Form 990-PF (2021)
Form 990-PF (2021)
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 UBS FINANCIAL ETF SECURITIES P 2021-03-16 2021-08-26
b UBS FINANCIAL ETF SECURITIES P 2017-04-04 2021-11-23
c FROM K-1 LTC PARTNERS LP P 2016-01-01 2021-12-31
d UBS FINANCIAL ETF SECURITIES P 2021-03-16 2022-06-12
e LOSS ON DISPOSITION OF LTC1 P 2011-11-11 2021-12-31
UBS FINANCIAL ETF SECURITIES P 2021-03-16 2022-05-01
FROM K-1 LTC PARTNERS LP- SEC 1231 P 2011-11-11 2021-12-31
(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 40,306   35,426 4,880
b 150,217   75,999 74,218
c 6,598     6,598
d 24,251   24,942 -691
e 8,731   8,802 -71
39,887   39,763 124
58     58
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       4,880
b       74,218
c       6,598
d       -691
e       -71
      124
      58
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 85,116
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 2,864
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,864
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 864
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletBARBARA D ROBY TRUSTEE Telephone no.bullet (603) 795-2080

    Located atbullet7 BLISS LANELYMENH ZIP+4bullet03768
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    BARBARA D ROBY TRUSTEE
    2.00     		0 0 0
    7 BLISS LANE
    LYME,NH03768
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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  
    2  
    3  
    4  
    Part VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    8,797,511
    b
    Average of monthly cash balances.......................
    1b
    52,757
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,885
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,852,153
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,852,153
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    132,782
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,719,371
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    435,969
    Part X
    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 IX, line 6..................
    1
    435,969
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,864
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,864
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    433,105
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    433,105
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    433,105
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 433,105
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 58,231
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 386,275
    a Applied to 2020, but not more than line 2a 58,231
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 328,044
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		105,061
    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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, enter the date of the ruling ....... bullet
     
    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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    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 IX, line 6 for each year listed ..     		         
    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 XIV
    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 e-mail address of the person to whom applications should be addressed:
    BARBARA ROBY
    7 BLISS ROAD
    LYME,NH03768
    (603) 795-2080
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ADVANCE TRANSIT
    120 BILLINGS FARM ROAD
    WILDER,VT05088     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    AFRICAN WILDLIFE FOUNDATION
    1717 MASS AVE NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL SUPPORT 12,800
    ALICE PECK DAY HOSPITAL
    125 MASCOMA STREET
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    ANDOVER BEACON
    31 SCHOOL STREET
    ANDOVER,NH03216     		  PUBLIC CHARITY GENERAL SUPPORT 250
    ANDOVER COMMUNITY HUB
    PO BOX 157
    ANDOVER,NH03216     		  PUBLIC CHARITY GENERAL SUPPORT 6,000
    ANDOVER HISTORICAL SOCIETY
    PO BOX 167
    ANDOVER,NH03216     		  PUBLIC CHARITY GENERAL SUPPORT 13,000
    AUSBON SARGENT LAND PRESERVATION TRUST
    PO BOX 2040
    NEW LONDON,NH03257     		  PUBLIC CHARITY GENERAL SUPPORT 6,350
    AVA GALLERY
    11 BANK STREET
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 6,000
    BEL CANTO CHAMBER SINGERS
    PO BOX 131
    HANOVER,NH03755     		  PUBLIC CHARITY GENERAL SUPPORT 300
    CAMERATA OF NEW ENGLAND
    PO BOX 5173
    HANOVER,NH03755     		  PUBLIC CHARITY GENERAL SUPPORT 500
    CARE
    151 ELLIS STREET NE
    ALTALNTA,GA30303     		  PUBLIC CHARITY GENERAL SUPPORT 600
    CASTLE PRESERVATION SOCIETY
    455 OLD MOUNTAIN ROAD
    MOULTONBOROUGH,NH03254     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    CATHOLIC CHARITIES OF NH
    24 HANOVER STREET 8
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 2,000
    CENTER FOR CARTOON STUDIES
    94 S MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 500
    CENTER FOR PAINTED WALL PRESERVATION
    PO BOX 187
    PORTLAND,ME04347     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    COVER
    158 S MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    DOCTORS WITHOUT BORDERS
    6 E 39TH ST
    NEW YORK,NY10016     		  PUBLIC CHARITY GENERAL SUPPORT 11,000
    DRAFT GRATITUDE
    148 ASHUELOT STREET
    WINCHESTER,NH03470     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    EARTHWATCH INSTITUTE
    3 CLOCK TOWER PLACE
    MAYNARD,MA01754     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    ENFIELD SHAKER MUSEUM
    447 ROUTE 4A
    ENFIELD,NH03748     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    EPISCOPAL HOSPITAL CHAPLAINCY
    460 WALKER ROAD
    GRANTHAM,NH03753     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    FAIRBANKS MUSEUM
    1302 MAIN STREET
    ST JOHNSBURY,VT05819     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    FIRST BAPTIST CHURCH OF LYME
    DORCHESTER ROAD
    LYME,NH03769     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    FRIENDS OF HISTORIC DEERFIELD
    BOX 321
    DEERFIELD,MA01342     		  PUBLIC CHARITY GENERAL SUPPORT 500
    FRIENDS OF LYME LIBRARY
    PO BOX 218
    LYME,NH03768     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    FRIENDS OF THE BOSTON PARK RANGERS
    PO BOX 67147
    CHESTNUT HILL,MA02467     		  PUBLIC CHARITY GENERAL SUPPORT 4,000
    FRIENDS OF THE NORTHERN RAIL TRAIL
    PO BOX 154
    ANDOVER,NH03216     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    FRIENDS OF THE PUBLIC GARDEN
    69 BEACON STREET
    BOSTON,MA02108     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    GOOD BEGINNINGS
    325 MOUNT SUPPORT ROAD
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 2,000
    GOOD NEIGHBOR HEALTH CLINICS
    70 NORTH MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    GREENPEACE
    1118 MAUNAWILI ROAD
    KAILUA,HI96734     		  PUBLIC CHARITY GENERAL SUPPORT 12,000
    HABITAT FOR HUMANITY
    17 S MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    HARTFORD DISMAS HOUSE
    P O BOX 174
    HARTFORD,VT05047     		  PUBLIC CHARITY GENERAL SUPPORT 3,000
    HAYMARKET PEOPLE'S FUND
    42 SEAVERNS AVENUE
    BOSTON,MA02130     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    HUMANE SOCIETY OF US
    1787 VT ROUTE 112
    JACKSONFILLE,VT05342     		  PUBLIC CHARITY GENERAL SUPPORT 2,000
    HUNTINGTON THEATER
    264 HUNTINGTON AVENUE
    BOSTON,MA02115     		  PUBLIC CHARITY GENERAL SUPPORT 500
    KIMBALL JENKINS SCHOOL OF ART
    266 NORTH MAIN STREET
    CONCORD,NH03301     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    LEBANON OPERA HOUSE
    51 N PARK STREET
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    LEDYARD CHARTER SCHOOL
    11 ELDRIDGE STREET
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    LIVESTOCK CONSERVANCY
    PO BOX 477
    PITTSBORO,NC27312     		  PUBLIC CHARITY GENERAL SUPPORT 6,000
    LYME BAPTIST CHURCH
    177 DORCHESTER ROAD
    LYME CENTER,NH03769     		  PUBLIC CHARITY GENERAL SUPPORT 11,000
    LYME HISTORIANS
    183 DORCHESTER ROAD
    LYME,NH03768     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    MAYHEW PROGRAM
    PO BOX 120
    BRISTOL,NH03222     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    MONTSHIRE MUSEUM OF SCIENCE
    PO BOX 770
    NORWICH,VT05055     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    MT KEARSARG INDIAN MUSEUM
    18 HIGHLAWN ROAD
    WARNER,NH03278     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    MT ASCUTNEY HOSPITAL
    289 COUNTY ROAD
    WINDSOR,VT05089     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    1785 MASS AVE NW
    WASHINGTON,DC20036     		  PUBLIC CHARITY GENERAL SUPPORT 400
    NEW ENGLAND HISTORIC GENEALOGICAL SOCIETY
    99 NEWBURY STREET
    BOSTON,MA02116     		  PUBLIC CHARITY GENERAL SUPPORT 250
    NH HISTORICAL SOCIETY
    30 PARK STREET
    CONCORD,NH03301     		  PUBLIC CHARITY GENERAL SUPPORT 1,200
    NH PRESERVATION ALLIANCE
    PO BOX 268
    CONCORD,NH03301     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    NORTHERN STAGE
    PO BOX 4287
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 2,200
    OPEN FIELDS SCHOOL
    37 ACADEMY ROAD
    THETFORD,VT05074     		  PUBLIC CHARITY GENERAL SUPPORT 500
    OPERA NORTH
    PO BOX 83
    NORWICH,VT05055     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    ORANGUTAN FOUNDATION INTERNATIONAL
    824 S WELLESLEY AVENUE
    LOS ANGELES,CA90049     		  PUBLIC CHARITY GENERAL SUPPORT 15,000
    OXFAM AMERICA
    26 WEST STREET
    BOSTON,MA02111     		  PUBLIC CHARITY GENERAL SUPPORT 13,000
    OXFORD HISTORICAL SOCIETY
    PO BOX 582
    OXFORD,CT06478     		  PUBLIC CHARITY GENERAL SUPPORT 500
    PARISH PLAYERS
    PO BOX 136
    THETFORD,VT05074     		  PUBLIC CHARITY GENERAL SUPPORT 500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    75 SOUTH MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    POORE FAMILY FOUNDATON
    629 HOLLOW ROAD
    STEWARTSTOWN,NH03576     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    PROVIDENCE SAINT MEL SCHOOL
    119 S CENTRAL PARK BLVD
    CHICAGO,IL60624     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    RUMNEY ECOLOGICAL SYSTEMS
    PO BOX 90
    RUMNEY,NH03266     		  PUBLIC CHARITY GENERAL SUPPORT 250
    SAFE ART
    PO BOX 251
    CHELSEA,VT05038     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    SALVATION ARMY
    PO BOX 3647
    PORTLAND,ME04104     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    SHAKER BRIDGE THEATER
    23 MAIN STREET
    ENFIELD,NH03748     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    SHELBURNE FARM & MUSEUM
    1611 HARBOR ROAD
    SHELBURNE,VT05482     		  PUBLIC CHARITY GENERAL SUPPORT 6,000
    SPAULDING YOUTH CENTER
    PO BOX 189
    TILTON,NH03276     		  PUBLIC CHARITY GENERAL SUPPORT 6,000
    STRAWBERRY BANKE
    PO BOX 300
    PORTSMOUTH,NH03801     		  PUBLIC CHARITY GENERAL SUPPORT 3,000
    THE FELLS
    PO BOX 276
    NEWBURY,NH03255     		  PUBLIC CHARITY GENERAL SUPPORT 1,500
    TRUMAN LIBRARY INSTITUTE
    500 W US HIGHWAY 24
    INDEPENDENCE,MO64050     		  PUBLIC CHARITY GENERAL SUPPORT 2,000
    TUFTS UNIVERSITY
    80 GEORGE STREET
    MEDFORD,MA02155     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    UPAVIM COMMUNITY DEVELOPMENT FOUNDATION
    155-B INDEPENDENCE STREET
    BERKELEY SPRINGS,WV25411     		  PUBLIC CHARITY GENERAL SUPPORT 13,000
    UPPER VALLEY HUMANE SOCIETY
    300 OLD ROUTE 10
    ENFIELD,NH03748     		  PUBLIC CHARITY GENERAL SUPPORT 16,000
    UPPER VALLEY MUSIC CENTER
    PO BOX 826
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 10,000
    UTILITY CLUB OF LYME
    PO BOX 237
    LYME,NH03768     		  PUBLIC CHARITY GENERAL SUPPORT 500
    VERMONT INSTITUTE OF NATURAL SCIENCE (VINS)
    6565 WOODSTOCK ROAD
    QUECHEE,VT05059     		  PUBLIC CHARITY GENERAL SUPPORT 5,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    VISITING NURSE ALLIANCE
    46 S MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    VITAL COMMUNITIES
    195 N MAIN STREET
    WHITE RIVER JUNCTION,VT05001     		  PUBLIC CHARITY GENERAL SUPPORT 1,500
    WEST CENTRAL SERVICES
    2 WHIPPLEPLACE
    LEBANON,NH03766     		  PUBLIC CHARITY GENERAL SUPPORT 1,000
    WOMEN'S FUND OF NEW HAMPSHIRE
    TWO DELTA DRIVE
    CONCORD,NH03301     		  PUBLIC CHARITY GENERAL SUPPORTGENERAL SUPPORT 500
    ZIENZELE FOUNDATION
    PO BOX 41
    WEST TOPSHAM,VT05086     		  PUBLIC CHARITY GENERAL SUPPORT 10,100
    Total .................................bullet 3a 383,200
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 7  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    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 85,116  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		  8,452 14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 8,452 207,081 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    215,533
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,000 1,000   3,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD S&P 500 ETF 5,358,125 7,493,302

    TY 2021 OtherDecreasesSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Description Amount
    FROM LTC K-1 - CORRECTION OF PY BASIS 82,818


    TY 2021 OtherExpensesSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FROM K-1 LTC PARTNERS LP 7 7   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM K-1 LTC PARTNERS LP 60 60 60
    FROM K-1 LTC PARTNERS LP 3 3 3
    FEDERAL TAX REFUND 8,452 0 8,452


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Description Beginning of Year - Book Value End of Year - Book Value
    OUTSTANDING CHECK IN EXCESS OF CASH 258 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UBS FEES 46 46   0


    TY 2021 TaxesSchedule
    Name:
    THE STANNARD & DOROTHY DUNN
     
    CHARITABLE TRUST
    EIN:
    02-6086871
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NH FILING FEE 75 0   75