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 09-01-2021 , and ending 08-31-2022
Name of foundation
COMMUNITY BANK NA FOUNDATION OF NEW
ENGLAND INC
Number and street (or P.O. box number if mail is not delivered to street address)28 COTTONWOOD DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILLISTON, VT05495
A Employer identification number

03-6016628
B Telephone number (see instructions)

(802) 865-1627
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$1,759,854
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 7,827 7,827  
4 Dividends and interest from securities... 35,299 35,299  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,546
b Gross sales price for all assets on line 6a 408,999
7 Capital gain net income (from Part IV, line 2)... 73,546
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........ 116,672 116,672  
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)....... 3,045 3,045   0
c Other professional fees (attach schedule).... 11,623 11,623   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,878 2,878   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 50 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,596 17,546   0
25 Contributions, gifts, grants paid....... 92,700 92,700
26 Total expenses and disbursements. Add lines 24 and 25 110,296 17,546   92,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,376
b Net investment income (if negative, enter -0-) 99,126
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......... 134,214 78,084 78,084
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) 283,122 Click to see attachment319,972 315,274
b Investments—corporate stock (attach schedule)....... 812,162 Click to see attachment863,325 944,163
c Investments—corporate bonds (attach schedule)....... 479,575 Click to see attachment454,068 422,333
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) 1,709,073 1,715,449 1,759,854
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...........    
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........ 1,728,973 1,715,449
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -19,900 0
29 Total net assets or fund balances (see instructions)..... 1,709,073 1,715,449
30 Total liabilities and net assets/fund balances (see instructions). 1,709,073 1,715,449
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
1,709,073
2
Enter amount from Part I, line 27a .....................
2
6,376
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,715,449
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,715,449
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS 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 382,650   335,453 47,197
b 26,349     26,349
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       47,197
b       26,349
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 73,546
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 1,378
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 1,378
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,640
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 1,640
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 10 262
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet262 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
    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)
    bulletVT
    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 ofbulletERIN POND Telephone no.bullet (802) 865-1627

    Located atbullet28 COTTONWOOD DRIVEWILLISTONVT ZIP+4bullet05495
    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
    MARTHA DAVIS PRESIDENT
    2.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    KELLY KIMBALL VICE PRESIDENT
    2.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    COLLEEN PAGE SECRETARY
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    ERIN POND TREASURER
    2.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    JONATHAN RODDY TRUSTEE
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    BETTE SMITH TRUSTEE
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    ANITA BOURGEOIS TRUSTEE
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    GEORGE ARASKIEWICZ TRUSTEE
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    GILBERT NIEVES TRUSTEE
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    BARRY FAUTEUX TRUSTEE
    1.00
    0 0 0
    28 COTTONWOOD DRIVE
    WILLISTON,VT05495
    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 COMMUNITY BANK N.A. OF NEW ENGLAND FOUNDATION, INC. PROVIDES GRANTS TO IRC SECTION 501(C)(3) ORGANIZATIONS FOR ACCOMPLISHMENT OF VARIOUS CHARITABLE PURPOSES. 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 NONE 0
    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
    1,810,463
    b
    Average of monthly cash balances.......................
    1b
    129,133
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,939,596
    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
    1,939,596
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    29,094
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,910,502
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    95,525
    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
    95,525
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,378
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,378
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    94,147
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    94,147
    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
    94,147
    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 94,147
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 490
    c From 2018...... 5,729
    d From 2019...... 8,587
    e From 2020......  
    f Total of lines 3a through e ........ 14,806
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 92,700
    a Applied to 2020, but not more than line 2a 0
    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..... 92,700
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 1,447 1,447
    (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 13,359
    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 ..........
    0
    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 ......
    13,359
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 4,772
    c Excess from 2019.... 8,587
    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:
    ERIN POND COMMUNITY BANK NA
    275 KENNEDY DRIVE
    SOUTH BURLINGTON,VT05403
    (802) 865-1627
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT REQUESTS SHOULD BE SUBMITTED ON A SPONSORSHIP/DONATION APPLICATION FORM WHICH INCLUDES THE ORGANIZATION'S MISSION, CONFIRMATION OF 501(C)(3)STATUS, AND THE PROGRAM OR EVENT FOR WHICH FUNDING IS SOUGHT. A COMPLETED FORM W-9 MUST BE ATTACHED TO THE APPLICATION.
    cAny submission deadlines:
    APPLICATIONS MUST BE RECEIVED BY THE 1ST OF THE MONTH IN WHICH THE TRUSTEES ARE MEETING.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE LIMITED TO 501(C)(3) ORGANIZATIONS
    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
    A PLACE FOR GRACE KITTY RESCUE
    10 SPRUCE STREET
    ST ALBANS,VT05478
    NOT RELATED PC OPERATIONS 500
    AGE WELL
    875 ROOSEVELT HWY SUITE 210
    COLCHESTER,VT05446
    NOT RELATED PC OPERATIONS 750
    BENNINGTON PROJECT INDEPENDENCE
    614 HARWOOD HILL ROAD PO BOX 1504
    BENNINGTON,VT05201
    NOT RELATED PC OPERATIONS 750
    BOYS & GIRLS CLUB OF RUTLAND COUNTY
    71-75 MERCHANTS ROW PO BOX 636
    RUTLAND,VT05701
    NOT RELATED PC OPERATIONS 250
    BRADFORD TEEN CENTER
    PO BOX 247
    BRADFORD,VT05033
    NOT RELATED PC OPERATIONS 750
    BROC COMMUNITY ACTION
    45 UNION STREET
    RUTLAND,VT05701
    NOT RELATED PC OPERATIONS 750
    BROWNELL LIBRARY FOUNDATION
    PO BOX 264
    ESSEX JCT,VT05453
    NOT RELATED PC OPERATIONS 250
    CASTLETON COMMUNITY SENIORS INC
    2108 MAIN ST
    CASTLETON,VT05735
    NOT RELATED PC OPERATIONS 250
    CATALYST CHURCH
    100 RACEWAY ROAD
    JERICHO,VT05465
    NOT RELATED PC OPERATIONS 750
    CHAMPLAIN ISLAND METHODIST PARISH
    PO BOX 24
    NORTH HERO,VT05474
    NOT RELATED PC OPERATIONS 250
    CHAMPLAIN ISLANDERS DEVELOPING ESSENTIAL RESOURCES
    PO BOX 13
    SOUTH HERO,VT05486
    NOT RELATED PC OPERATIONS 250
    CHAMPLAIN ISLANDS FARMERS' MARKET
    PO BOX 65
    SOUTH HERO,VT05486
    NOT RELATED PC OPERATIONS 250
    CHAMPLAIN VALLEY HORSE SHOWS
    PO BOX 974
    MIDDLEBURY,VT05753
    NOT RELATED PC OPERATIONS 200
    COMPOSTING ASSOCIATION OF VERMONT
    PO BOX 643
    HINESBURG,VT05461
    NOT RELATED PC OPERATIONS 750
    CONNECTICUT RIVERY CONSERVANCY
    15 BANK ROW
    GREENFIELD,MA01301
    NOT RELATED PC OPERATIONS 750
    CRAFTSBURY PUBLIC LIBRARY
    PO BOX 74
    CRAFTSBURY CENTER,VT05827
    NOT RELATED PC OPERATIONS 250
    CVOEO-WARMTH PROGRAM
    255 S CHAMPLAIN STREET
    BURLINGTON,VT05401
    NOT RELATED PC OPERATIONS 17,500
    DREAM PROGRAM INC
    30 COMMUNITY DRIVE
    SOUTH BURLINGTON,VT05403
    NOT RELATED PC OPERATIONS 15,000
    ESSEX POLICE AND EMPLOYEES ASSOCIATION INC
    145 MAPLE STREET
    ESSEX JCT,VT05452
    NOT RELATED PC OPERATIONS 300
    ESSEX RESCUE
    1 EDUCATIONAL DRIVE
    ESSEX JCT,VT05452
    NOT RELATED PC OPERATIONS 200
    FIGHT FOR KIDS FOUNDATION
    39 UNION STREET
    WINOOSKI,VT05404
    NOT RELATED PC OPERATIONS 1,750
    FRANKLIN COUNTY HUMANE SOCIETY
    30 SUNSET MEADOWS
    ST ALBANS,VT05478
    NOT RELATED PC OPERATIONS 250
    GILBERTS AREA - NEW ENGLAND FARM WORKERS COUNCIL
    11-13 HAMPDEN STREET
    SPRINGFIELD,MA01103
    NOT RELATED PC OPERATIONS 5,000
    GREATER NORTHFIELD SENIOR CITIZENS INC
    168 WALL STREET
    NORTHFIELD,VT05663
    NOT RELATED PC OPERATIONS 350
    HOWARD CENTER INC
    208 FLYNN AVENUE SUITE 3J
    BURLINGTON,VT05401
    NOT RELATED PC OPERATIONS 375
    KIWANIS CLUB OF HARDWICK
    PO BOX 856
    HARDWICK,VT05843
    NOT RELATED PC OPERATIONS 500
    LAMOILLE AREA CANCER NETWORK
    PO BOX 828
    MORRISVILLE,VT05661
    NOT RELATED PC OPERATIONS 500
    LAMOILLE COUNTY FIELD DAYS
    PO BOX 357
    HYDE PARK,VT05655
    NOT RELATED PC OPERATIONS 250
    LIVING WELL GROUP
    1200 NORTH AVENUE
    BURLINGTON,VT05408
    NOT RELATED PC OPERATIONS 750
    LOCAL MOTION INC
    1 STEELE STREET 103
    BURLINGTON,VT05401
    NOT RELATED PC OPERATIONS 375
    LUC GATES FOUNDATION
    2443 SAMPSONVILLE ROAD
    ENOSBURG FALLS,VT05450
    NOT RELATED PC OPERATIONS 500
    MICHAEL J DIAS FOUNDATION
    398 EAST ST
    LUDLOW,MA01056
    NOT RELATED PC OPERATIONS 2,500
    NEIGHBOR TO NEIGHBOR
    PO BOX 2644
    MANCHESTER,VT05254
    NOT RELATED PC OPERATIONS 750
    NEW NORTH CITIZENS'S COUNCIL INC
    2455 MAIN STREET
    SPRINGFIELD,MA01107
    NOT RELATED PC OPERATIONS 750
    NORTHEAST KINGDOM HUMAN SERVICES
    PO BOX 724
    NEWPORT,VT05855
    NOT RELATED PC OPERATIONS 750
    OUTRIGHT VERMONT
    PO BOX 5235
    BURLINGTON,VT05402
    NOT RELATED PC OPERATIONS 6,000
    PRIDE CENTER OF VERMONT
    255 S CHAMPLAIN STREET 12
    BURLINGTON,VT05401
    NOT RELATED PC OPERATIONS 750
    PROJECT HOEPPNER
    554 LEWIS CREEK ROAD
    HINESBURG,VT05461
    NOT RELATED PC OPERATIONS 2,000
    RHYTHM OF REIN
    PO BOX 67
    MARSHFIELD,VT05658
    NOT RELATED PC OPERATIONS 1,000
    RUTLAND COUNTY HUMANE SOCIETY
    765 STEVENS ROAD
    PITTSFORD,VT05763
    NOT RELATED PC OPERATIONS 250
    SLEEP IN HEAVENLY PEACE
    79 RT 15
    JERICHO,VT05465
    NOT RELATED PC OPERATIONS 1,450
    SOUTH BURLINGTON SCHOOL DISTRICT SBHS
    550 DORSET STREET
    SOUTH BURLINGTON,VT054036296
    NOT RELATED PC OPERATIONS 100
    SPECIAL OLYMPICS OF VERMONT
    16 GREGORY DR SUITE 2
    SOUTH BURLINGTON,VT05403
    NOT RELATED PC OPERATIONS 10,000
    STORMSTRONG FOUNDATION
    55 SUNRISE DRIVE
    WILLISTON,VT05495
    NOT RELATED PC OPERATIONS 1,700
    THE FUND OF NORTH BENNINGTON
    PO BOX 803
    NORTH BENNINGTON,VT05257
    NOT RELATED PC OPERATIONS 1,000
    THE INTERVALE CENTER
    180 INTERVALE ROAD
    BURLINGTON,VT05401
    NOT RELATED PC OPERATIONS 2,500
    THE RAINBOW BRIDGE COMMUNITY CENTER
    50 WINDYWOOD DRIVE
    BARRE,VT05641
    NOT RELATED PC OPERATIONS 750
    THE VETERANS PLACE INC
    220 VINE ST
    NORTHFIELD,VT05663
    NOT RELATED PC OPERATIONS 400
    THEATRE ADVENTURE INC
    29 SOUTH STREET PO BOX 2264
    WEST BRATTLEBORO,VT05303
    NOT RELATED PC OPERATIONS 750
    TOWN OF ENOSBURG - ENOSBURG PUBLIC LIBRARY
    PO BOX 465
    ENOSBURG FALLS,VT05450
    NOT RELATED PC OPERATIONS 250
    TWIN VALLEY YOUTH SPORTS
    PO BOX 1458
    WILMINGTON,VT05363
    NOT RELATED PC OPERATIONS 750
    VERGENNES PARTNERSHIP INC
    PO BOX 304
    VERGENNES,VT05491
    NOT RELATED PC OPERATIONS 250
    VERMONT PARKS FOREVER INC
    PO BOX 815
    MONTPELIER,VT05601
    NOT RELATED PC OPERATIONS 250
    VERMONT POLICE CANINE ASSOCIATION
    317 ACADEMY ROAD
    PITTSFORD,VT05763
    NOT RELATED PC OPERATIONS 750
    VT GRANITE MUSEUM
    7 JONES BROS WAY
    BARRE,VT05641
    NOT RELATED PC OPERATIONS 5,000
    WILLISTON COMMUNITY FOOD SHELF
    400 CORNERSTONE DRIVE 130
    WILLISTON,VT05495
    NOT RELATED PC OPERATIONS 750
    Total .................................bullet 3a 92,700
    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 7,827  
    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 73,546  
    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) .. 0 116,672 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    116,672
    (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:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,045 3,045   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INCOME FD 50,507 44,251
    LOOMIS SAYLES BOND INSTL 51,773 54,292
    OSTERWEIS STRATEGIC INCOME 81,147 74,296
    T. ROWE PRICE INSTL FLOATING RATE 45,252 40,978
    VANGUARD HIGH YLD CORP ADM 50,000 44,143
    VANGUARD TOTAL BOND MKT INDEX FD ADM 125,389 114,211
    GOLDMAN SACHS CD 3.450% 12/05/22 25,000 25,060
    MORGAN STANLEY PVT BANK CD 25,000 25,102

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    Name of Stock End of Year Book Value End of Year Fair Market Value
    WISDOMTREE US HIGH DIVIDEND ETF 66,115 66,248
    AMERICAN CENTURY EQUITY INC INTSL 100,000 93,381
    AMERICAN FUNDS EUROPACIFIC GROWTH F2 100,000 68,482
    JPM HEDGED EQUITY FUND 42,828 46,703
    LAZARD INSTL STRATEGIC EQUITY INSTL 23,323 26,305
    T ROWE PRICE BLUD CHIP GR I 23,440 24,045
    VANGUARD EQUITY INCOME ADMIRAL 125,000 118,037
    VANGUARD GLOBAL MIN VOL ADM 82,602 85,945
    VANGUARD GROWTH INDEX FD ADM 32,372 67,303
    VANGUARD REIT INDEX FUND ADM 60,990 63,596
    VANGUARD SMALL CAP INDEX ADM 54,296 54,825
    VANGUARD TOTAL INTL STOCK INDEX FD ADM 51,373 56,440
    VANGUARD TOTAL STOCK MKT ADM 31,242 84,119
    VANGUARD VALUE INDEX FD ADM 69,744 88,734

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    US Government Securities - End of Year Book Value:

    270,554
    US Government Securities - End of Year Fair Market Value:

    265,074
    State & Local Government Securities - End of Year Book Value:


    49,418
    State & Local Government Securities - End of Year Fair Market Value:


    50,200


    TY 2021 OtherExpensesSchedule
    Name:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE 50 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL ADVISOR FEES 11,623 11,623   0


    TY 2021 TaxesSchedule
    Name:
    COMMUNITY BANK NA FOUNDATION OF NEW
     
    ENGLAND INC
    EIN:
    03-6016628
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2020 FEDERAL BALANCE DUE 1,238 1,238   0
    2021 FEDERAL ESTIMATED TAX 1,640 1,640   0