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 05-01-2021 , and ending 04-30-2022
Name of foundation
LUBRANO FAMILY CHARITABLE FOUNDATION
EMMETT LYNE TRUSTEE C/O RICH MAY PC
Number and street (or P.O. box number if mail is not delivered to street address)176 FEDERAL STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6835151
B Telephone number (see instructions)

(401) 935-2128
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$3,193,562
J 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 19 19  
4 Dividends and interest from securities... 60,031 60,031  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 188,681
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 188,681
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).......      
12 Total. Add lines 1 through 11........ 248,731 248,731  
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)....... 1,750 1,750   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,063 0   35
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,405 0   1,405
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 46,747 46,747   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,965 48,497   1,440
25 Contributions, gifts, grants paid....... 157,250 157,250
26 Total expenses and disbursements. Add lines 24 and 25 212,215 48,497   158,690
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 36,516
b Net investment income (if negative, enter -0-) 200,234
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............. 276,876 138,207 138,207
2 Savings and temporary cash investments.........      
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)....... 1,983,326 Click to see attachment2,119,222 2,526,765
c Investments—corporate bonds (attach schedule)....... 566,292 Click to see attachment601,451 528,590
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 2,826,494 2,858,880 3,193,562
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 2,826,494 2,858,880
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    
29 Total net assets or fund balances (see instructions)..... 2,826,494 2,858,880
30 Total liabilities and net assets/fund balances (see instructions). 2,826,494 2,858,880
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
2,826,494
2
Enter amount from Part I, line 27a .....................
2
36,516
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
750
4
Add lines 1, 2, and 3 ..........................
4
2,863,760
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,880
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,858,880
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 STATEMENT AVAILABLE UPON REQUEST P    
b STATEMENT AVAILABLE UPON REQUEST P    
c
d
e
(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       3,820
b       184,861
c
d
e
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       3,820
b       184,861
c
d
e
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 2 188,681
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 2,783
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 2,783
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 29
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 4,148
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,148 RefundedBullet 11 0
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
     
    No
    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)
    bulletMA
    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 ofbulletKATHRYN ROBINSON Telephone no.bullet (401) 935-2128

    Located atbullet87 TRANSIT STREETPROVIDENCERI ZIP+4bullet02906
    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
    ELIZABETH ANN DWYER ADVISORY COMMITTEE MEMBER
    0.00
    0 0 0
    47 HILL FARM ROAD
    PEMBROKE,MA02359
    STACY JEAN LAMSON ADVISORY COMMITTEE MEMBER
    0.00
    0 0 0
    51 SOUTH HAMPTON STREET
    AMESBURY,MA01913
    KATHRYN LUBRANO ROBINSON ADVISORY COMMITTEE MEMBER
    1.00
    0 0 0
    87 TRANSIT STREET
    PROVIDENCE,RI02906
    JENNIFER LYNN CLAYTON ADVISORY COMMITTEE MEMBER
    0.00
    0 0 0
    25 COLE ROAD
    HINGHAM,MA02043
    STEPHEN DAVID LUBRANO ADVISORY COMMITTEE MEMBER
    0.00
    0 0 0
    30 GOODFELLOW HILL ROAD
    HANOVER,NH03755
    EMMETT E LYNE TRUSTEE
    1.00
    0 0 0
    176 FEDERAL STREET
    BOSTON,MA02110
    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 THE FOUNDATION'S SOLE CHARITABLE ACTIVITY DURING THE TAX YEAR WAS TO MAKE CASH CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS,EACH OF WHICH IS AN IRC SEC. 501(C) ORGANIZATION. 0
    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
    3,321,400
    b
    Average of monthly cash balances.......................
    1b
    242,871
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,564,271
    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
    3,564,271
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    53,464
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,510,807
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    175,540
    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
    175,540
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,783
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,783
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    172,757
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    750
    5
    Add lines 3 and 4............................
    5
    173,507
    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
    173,507
    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 7 173,507
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 13,053
    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$ 158,690
    a Applied to 2020, but not more than line 2a 13,053
    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..... 145,637
    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 ..........
    27,870
    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 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 (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
    350NH
    4 PARK STREET SUITE 304
    CONCORD,NH03301
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 800
    ADIRONDACK MOUNTAIN CLUB
    814 GOGGINS RD
    LAKE GEORGE,NY12845
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    BARSTOOL FUND CO 30 DAY FUND
    1314 RUGBY RD
    CHARLOTTESVILLE,VA22903
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    BELMONT HILL SCHOOL
    350 PROSPECT STREET
    BELMONT,MA02478
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    BOLT
    BOX 1893 BROWN UNIVERSITY
    PROVIDENCE,RI02912
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,500
    BOWDOIN COLLEGE
    4100 COLLEGE STATION BRUNSWICK
    BRUNSWICK,ME04011
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES; POLAR BEAR ATHLETIC CLUB 500
    BREAKTHROUGH MANCHESTER
    2108 RIVER ROAD
    MANCHESTER,NH03104
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES; 30TH YEAR 3,000
    BRIDGTON COMMUNITY CENTER
    15 DEPOT ST
    BRIDGTON,ME04009
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5,000
    BROWN UNIVERSITY
    BOX 1893 BROWN UNIVERSITY
    PROVIDENCE,RI02912
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5,000
    CENTER FOR GRIEVING CHILDREN
    555 FOREST AVENUE
    PORTLAND,ME04101
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES; FUNKY BOW FUND 500
    CHELSEA JEWISH LIFECARE
    165 CAPTAINS ROW
    CHELSEA,MA01250
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    CHILDRENS HOSPITAL AT DARTMOUTH HITCHCOCK
    ONE MEDICAL CENTER DRIVE HB 7070
    LEBANON,NH03756
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    CHILDRENS LITERACY FOUNDATION
    1536 LOOMIS HILL ROAD 05677
    WATERBURY CENTER,VT05677
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    CITY YEAR SAN ANTONIO
    118 N MEDINA STREET 300
    SAN ANTONIO,TX78207
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    COLBY COLLEGE
    4000 MAYFLOWER HILL DRIVE
    WATERVILLE,ME04901
    NONE PUBLIC CHARITY LAMSON FAMILY FUND FOR HISTORICAL RESEARCH 1,000
    COLBY SAWYER COLLEGE
    541 MAIN STREET
    NEW LONDON,NH03257
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    COREY GRIFFIN FOUNDATION
    205 NEWBURY STREET 410
    FRAMINGHAM,MA01701
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 800
    COVER
    158 SOUTH MAIN STREET
    WHITE RIVER JUNCTION,VT05001
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    CROSSROADS
    160 BROAD STREET
    PROVIDENCE,RI02903
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    DARTMOUTH FOOTBALL
    204 PARKHURST
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    DERBY ACADEMY
    56 BURDITT AVENUE
    HINGHAM,MA02043
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 3,500
    DISMAS OF VERMONT
    HARTFORD DISMAS HOUSE PO BOX 174
    HARTFORD,VT05047
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    DREAMCORP
    436 14TH ST SUITE 920
    OAKLAND,CA94612
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    EARTH JUSTICE
    50 CALIFORNIA ST STE 500
    SAN FRANCISCO,CA94111
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    ED ALLEN FUND
    131 MILLBROOK SCHOOL ROAD
    MILLBROOK,NY12545
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    EMPOWERHER
    759 CHIEF JUSTICE CUSHING HIGHWAY
    317
    COHASSET,MA02025
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVE NW SUITE 600
    WASHINGTON,DC20009
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36105
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    ESSEX WINTER SERIES
    PO BOX 383 ESSEX
    ESSEX,CT06426
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    FLEUR DE LIS CIRCLE CAMO
    120 HOWEVILLE RD
    FITZWILLIAM,NH03477
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    FOOTBALL FAMILY OF LAURA FISHER
    PO BOX 8975
    MADEIRA BEACH,FL33738
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    FORK UNION MILITARY ACADEMY
    4744 JAMES MADISON HWY
    FORK UNION,VA23055
    NONE PUBLIC CHARITY DWYER SCHOLARSHIP FUND 5,000
    FRIENDS OF ATHLETICS- COLBY COLLEGE
    4900 MAYFLOWER HILL
    WATERVILLE,ME04901
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    GIVE DIRECTLY
    33 IRVING PLACE
    NEW YORK,NY10003
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    GODS LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    GOVERNORS ACADEMY
    1 ELM ST
    BYFIELD,MA01922
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    GRAFTON COUNTY SENIOR CITIZENS COUNCIL
    10 CAMPBELL STREET PO BOX 433
    LEBANON,NH03766
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100
    GRASSROOT SOCCER
    15 LEBANON STREET
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100
    GSHS GRAND STRAND HUMANE SCOIETY
    3231 MR JOE WHITE AVE
    MYRTLE BEACH,SC29577
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    HANOVER CONSERVANCY
    71 LYME RD
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    HANOVER IMPROVEMENT SOCIETY
    57 SOUTH MAIN STREET
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    HARLEM LACROSSE
    8 W 126TH STREET
    NEW YORK,NY10027
    NONE PUBLIC CHARITY SOPHIES MARATHON 5,000
    HILTON WINN FARM
    174 OGUNQUIT ROAD
    CAPE NEDDICK,ME03902
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES; YOUTH ENRICHMENT CENTER 2,000
    HOLDERNESS SCHOOL
    33 CHAPEL LANE
    HOLDERNESS,NH03245
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES; IN HONOR OF PHIL PECK 2,000
    HOPEHEALTH
    1085 N MAIN STREET
    PROVIDENCE,RI02904
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    HORIZONS FOR HOMELESS
    1785 COLUMBUS AVENUE
    ROXBURY,MA02119
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN56007
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 50
    INTERNATIONAL WOMENS HEALTH COALITION
    333 7TH AVENUE 6TH FLOOR
    NEW YORK,NY10001
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    IRON MAN FOUNDATION
    3407 W DR MARTIN LUTHER KING DRIVE
    TAMPA,FL33607
    NONE PUBLIC CHARITY EMILY CARASS SNYDER MEMORIAL SCHOLARSHIP 4,000
    JAYMES FUND FOR SOCIAL JUSTICE
    82 PALOMINO LANE STE 703
    BEDFORD,NH03110
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    KEEWAYDIN FOUNDATION
    500 RUSTIC LANE
    SALISBURY,VT05769
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 150
    KRIPALU
    57 INTERLAKEN ROAD
    STOCKBRIDGE,MA01262
    NONE PUBLIC CHARITY MOL SCHOLARSHIP FUND 2,500
    LARRY LABONTE RECOVERY CENTER
    412 WALDO ST
    RUMFORD,ME04276
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    LEARNING ALLY
    20 ROSZEL ROAD
    PRINCETON,NJ08540
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    LISTEN COMMUNITY SERVICES
    60 HANOVER STREET
    LEBANON,NH03766
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100
    LOON PRESERVATION COMMITTEE
    183 LEES MILLS RD
    MOULTONBOROUGH,NH03254
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    LUNGSTRONG (PANMASS)
    PO BOX 281
    AMESBURY,MA01913
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    MAIN STREET CONGREGATIONAL CHURCH
    145 MAIN STREET
    AMESBURY,MA01913
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 4,750
    MAINE 4-H FOUNDATION (INNOVATION LAB & LEARNING CENTER BRIDGTON ME)
    YORK COMPLEX 1
    ORANO,ME04469
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5,000
    MANCHESTER RIVER WALK
    PO BOX 1622
    MANCHESTER CENTER,VT05225
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    MASS INC
    11 BEACON STREET SUITE 500
    BOSTON,MA02108
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    MILLBROOK SCHOOL ANNUAL FUND
    131 MILLBROOK SCHOOL RD
    MILLBROOK,NY12545
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    MOOSE POND ASSOCIATION
    PO BOX 674
    BRIDGTON,ME04009
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 3,000
    MORE THAN WORDS
    242 E BERKLEY STREET
    BOSTON,MA02218
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    NATURES CLASSROOM
    36 CAMP ROAD
    HANCOCK,NH03449
    NONE PUBLIC CHARITY SARGENT CAMP 1,950
    NHPR
    2 PILLSBURY STREET
    CONCORD,NH03301
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    ONE LOVE FOUNDATION
    44 PONDFIELD ROAD
    BRONXVILLE,NY10708
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    PAN MASS CHALLENGE
    77 4TH AVENUE
    NEEDHAM,MA02494
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    PEMBROKE HISTORICAL SOCIETY
    116 CENTER ST
    PEMBROKE,MA02359
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 4,000
    PLANNED PARENTHOOD OF GREATER NEW YORK
    26 BLEEKER STREET
    NEW YORK,NY10012
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100
    PLANNED PARENTHOOD OF GREATER NE
    84 HERCULES DR STE 11005446
    COLCHESTER,VT05446
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    POMFRET SCHOOL
    398 POMFRET STREET
    POMFRET CENTER,CT06259
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    POSITIVE TRACKS
    35 SOUTH MAIN STREET HANOVER NH
    03755
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    POUGHKEEPSIE FARM PROJECT
    51 VASSAR FARM LANE
    POUGHKEEPSIE,NY12603
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 5,000
    POW FOUNDATION
    9 POINT O WOODS AVENUE
    POINT O WOODS,NY11706
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    POW VOLUNTEER FIRE DEPARTMENT
    9 POINT O WOODS AVENUE
    POINT O WOODS,NY11706
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 350
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    BOULDER,CO80304
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    PROVIDENCE CENTER
    528 NORTH MAIN STREET
    PROVIDENCE,RI02904
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 250
    REACH THE WORLD
    222 BROADWAY 18TH FL
    NEW YORK,NY10038
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    RIVIER COLLEGE
    420 SOUTH MAIN STREET
    NASHUA,NH03060
    NONE PUBLIC CHARITY GRACE FAMILY SCHOLARSHIP 1,000
    RUFUS PORTER MUSEUM
    121 MAIN STREET
    BRIDGTON,ME04009
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    RUNWAY FOR RECOVERY
    29 WATER ST SUITE 216
    NEWBURYPORT,MA01950
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 20,000
    SCARBOROUGH LAND TRUST
    7 OAK HILL TERRACE SUITE 202
    SCARBOROUGH,ME04070
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    SCITUATE ANIMAL HOSPITAL
    780 CHIEF JUSTICE CUSHING HIGHWAY
    SCITUATE,MA02066
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    SEBAGO LONG LAKE MUSIC FESTIVAL
    PO BOX 544
    HARRISON,ME04040
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    ST JOHNS CHURCH
    172 MAIN STREET
    HINGHAM,MA02043
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    ST LAWRENCE UNIVERSITY
    23 ROMODA DRIVE
    CANTON,NY13617
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 3,000
    STEVE GLIDDEN FOUNDATION
    58 WESTMINSTER ROAD
    NEWTON CENTRE,MA02459
    NONE PUBLIC CHARITY CAMPERSHIP FUND 11,750
    THE HOWE LIBRARY CORPORATION
    13 SOUTH STREET
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100
    TRUSTEES OF THE RESERVATION
    200 HIGH STREET
    BOSTON,MA02110
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    TUCK SCHOOL
    100 TUCK HALL
    HANOVER,NH03755
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,050
    UPPER VALLEY HABITAT FOR HUMANITY
    PO BOX 1038
    WRJ,VT05001
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    UPPER VALLEY HAVEN
    713 HARTFORD AVENUE
    WRJ,VT05001
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    US FIGURE SKATING
    20 FIRST STREET
    COLORADO SPRINGS,CO80906
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    UVHS
    PO BOX 789
    LEBANON,NH03766
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    VALEREI ALICE COOK FUND
    3959 BROADWAY
    NEW YORK,NY10032
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 500
    VISITING NURSE AND HOSPICE OF NH AND VT
    PO BOX 881
    BRATTLEBORO,VT05302
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    VITAL COMMUNITIES
    195 NORTH MAIN STREET
    WRJ,VT05001
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 100
    WAKEFIELD FOOD PANTRY
    PO BOX 1624
    WAKEFIELD,MA01880
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 2,000
    WE ACT
    854 AMSTERDAM AVENUE 2ND FLOOR
    NEW YORK,NY10031
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 200
    WESTOVER SCHOOL
    1237 WHITTEMORE ROAD
    MIDDLEBURY,CT06762
    NONE PUBLIC CHARITY FAMILY SCHOLARSHIP 5,000
    WILLING HANDS
    198 CHURCH STREET
    NORWICH,VT05055
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 50
    WORLD CENTRAL KITCHEN
    200 MASS AVE NW 7TH FLOOR
    WASHINGTON,DC20001
    NONE PUBLIC CHARITY GENERAL CHARITABLE PURPOSES 1,000
    Total .................................bullet 3a 157,250
    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 19  
    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 ............
        18 188,681  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 248,731 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    248,731
    (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:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,750 1,750   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 601,451 528,590

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 1,357,617 1,504,409
    MUTUAL FUNDS 761,605 1,022,356

    TY 2021 OtherDecreasesSchedule
    Name:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Description Amount
    TAX COST ADJUSTMENT 4,880


    TY 2021 OtherExpensesSchedule
    Name:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MERRILL LYNCH INVESTMENT FEES 46,747 46,747   0


    TY 2021 OtherIncreasesSchedule
    Name:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Description Amount
    CHARITABLE CONTRIBUTION RECOVERIES 750


    TY 2021 TaxesSchedule
    Name:
    LUBRANO FAMILY CHARITABLE FOUNDATION
     
    EMMETT LYNE TRUSTEE C/O RICH MAY PC
    EIN:
    04-6835151
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTIMATED PMT 990PF (FYE 4/30/22) 3,960 0   0
    FED PAYMENT (FYE 4/30/21) 1,068 0   0
    MA FILING (FYE 4/30/21) 35 0   35