Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SAUL O SIDORE MEMORIAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15 GLENEAGLE DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEDFORD, NH03110
A Employer identification number

23-7124593
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,184,590J 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) 250
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1    
4 Dividends and interest from securities... 19,818    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,899
b Gross sales price for all assets on line 6a 305,925
7 Capital gain net income (from Part IV, line 2)... 43,899
8 Net short-term capital gain......... 1,833
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,003 1,750  
12 Total. Add lines 1 through 11........ 69,971 45,649 1,833
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
774     774
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 63      
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,427      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,264 0   774
25 Contributions, gifts, grants paid....... 81,767 81,767
26 Total expenses and disbursements. Add lines 24 and 25 84,031 0   82,541
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -14,060
b Net investment income (if negative, enter -0-) 45,649
c Adjusted net income (if negative, enter -0-)... 1,833
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 3,268 3,345 3,345
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow60,000
Less: allowance for doubtful accounts right arrow   60,000 Click to see attachment
List of Attached Documents:
// Content
60,000 		60,000
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)....... 683,298 Click to see attachment
List of Attached Documents:
// Content
668,215 		1,121,245
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 746,566 731,560 1,184,590
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 746,566 731,560
29 Total net assets or fund balances (see instructions)..... 746,566 731,560
30 Total liabilities and net assets/fund balances (see instructions). 746,566 731,560
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
746,566
2
Enter amount from Part I, line 27a .....................
2
-14,060
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
732,506
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
946
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
731,560
Form 990-PF (2023)
Form 990-PF (2023)
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 ISHARES MSCI EMRG MRKTS MIN VOL ETF P 2022-10-20 2023-01-11
b ISHARE 0-5 YR HIGH YLD CORP BD ETF P 2022-10-20 2023-01-11
c ISHARES US TREASURY BOND ETF P 2022-05-18 2023-01-11
d ISHARES US TREASURY BOND ETF P 2022-07-21 2023-01-11
e ISHARES CONVERT6IBLE BOND ETF P 2022-05-18 2023-01-11
ISHARES GSCI COMM DYN ROLL STR ETF P 2022-03-11 2023-01-11
ISHARES GSCI COMM DYN ROLL STR ETF P 2022-07-21 2023-01-11
ISHARES MSCI EMRG MRKTS MIN VOL ETF P 2022-05-18 2023-01-11
ISHARES US INFRASTRUCTURE ETF P 2022-05-18 2023-01-11
ISHARES MSCI USA MOMENTUM FAC ETF P 2023-01-11 2023-03-17
ISHARES JPMORGAN USD EMRG MRKTS BD P 2023-01-11 2023-03-17
ISHARES CORE S&P SMALLCAP ETF P 2022-07-21 2023-03-17
ISHARES MSCI EMRG MRKTS ETF P 2023-01-11 2023-03-17
ISHARES MSCI USA MOMENTUM FAC ETF P 2022-10-20 2023-03-17
ISHARES US TECH ETF P 2022-10-20 2023-07-20
ISHARES CORE MSCI EMRG MRKTS ETF P 2023-01-11 2023-07-20
ISHARES MBS ETF P 2022-10-20 2023-07-20
ISHARES 10-20 YR TREASURY BOND ETF P 2022-10-20 2023-07-20
ISHARES 10-20 YR TREASURY BOND ETFX P 2023-01-11 2023-07-20
ISHARES MSCI USA QUALITY FACTOR ETF P 2023-03-17 2023-07-20
ISHARES US TREASURY BOND ETF P 2023-03-17 2023-07-20
ISHARES TIPS BOND ETF P 2023-07-20 2023-10-19
ISHARES MSCI USA QUALITY FACTOR ETF P 2023-03-17 2023-10-19
ISHARES TREASURY FLOAT RATE BD ETF P 2023-07-20 2023-10-19
ISHARES CORE S&P MIDCAP ETF P 2023-07-20 2023-10-19
ISHARES MSCI EAFE VALUE ETF P 2021-09-08 2023-01-11
ISHARES ESG AWARE MSCI USA ETF P 2021-09-08 2023-01-11
ISHARES GSCI COMM DYN ROLL STRG ETF P 2021-12-21 2023-01-11
ISHARES CORE S&P 500 ETF P 2021-09-08 2023-01-11
ISHARES MSCI EAFE VALUE ETF P 2021-09-08 2023-03-17
ISHARES 10-20 YR TREASURY BOND ETF P 2022-01-27 2023-03-17
ISHARES ESG AWARW MSCI USA ETF P 2021-09-08 2023-03-17
ISHARES ESG AWARE MSCI USA ETF P 2021-09-08 2023-07-20
ISHARES 10-20 YR TREASURY BOND ETF P 2022-01-27 2023-07-20
ISHARES 10-20 YR TREASURY BOND ETF P 2022-05-18 2023-07-20
ISHARES MSCI EAFE GROWTH ETF P 2021-09-08 2023-07-20
ISHARES MSCI USA VOL FACTOR ETF P 2021-10-21 2023-07-20
ISHARES MSCI EAFE GROWTH ETF P 2021-09-08 2023-10-19
ISHARES MSCI EAFE GROWTH ETF P 2021-10-21 2023-10-19
ISHARES MSCI EAFE GROWTH ETF P 2022-07-21 2023-10-19
ISHARES CORE TOTAL USD BD MRKT ETF P 2021-09-08 2023-10-19
ISHARES MSCI EAFE VALUE ETF P 2021-09-08 2023-10-19
ISHARES MSCI USA MIN VOL FACTOR ETF P 2021-10-21 2023-10-19
ISHARES MSCI EAFE GROWTH ETF P 2021-09-08 2023-10-19
APPLE INC P 2010-05-24 2023-11-09
ALPHABET INC P 2014-04-03 2023-11-09
BERKSHIRE HATHAWAY B P 1997-06-12 2023-11-09
VANGUARD 500 P 2012-04-10 2023-11-09
(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 2,279   2,151 128
b 11,249   10,881 368
c 324   337 -13
d 7,249   7,515 -266
e 3,733   3,874 -141
1,486   2,182 -696
138   194 -56
16,930   17,718 -788
190   185 5
267   290 -23
5,650   5,829 -179
5,618   5,846 -228
2,286   2,459 -173
6,931   7,225 -294
10,931   7,457 3,474
10,230   10,186 44
7,892   7,576 316
2,518   2,390 128
1,861   1,925 -64
10,648   9,191 1,457
17,053   17,471 -418
4,094   4,284 -190
936   836 100
760   759 1
5,753   6,411 -658
3,108   3,406 -298
2,879   3,414 -535
1,046   1,141 -95
5,931   6,791 -860
6,768   7,755 -987
4,127   5,183 -1,056
33,202   39,618 -6,416
7,597   7,862 -265
2,518   3,312 -794
547   610 -63
8,039   9,502 -1,463
3,920   3,999 -79
85   113 -28
1,015   1,313 -298
2,452   2,438 14
5,754   7,249 -1,495
3,972   4,349 -377
2,244   2,375 -131
6,764   9,050 -2,286
25,108   1,232 23,876
12,388     12,388
13,916   1,272 12,644
15,539   4,869 10,670
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        
b        
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 43,899
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 1,833
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 right arrow 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) 1 635
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........................... 3 635
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- ..... 5 635
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 635
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNH
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrowHTTPWWW.SOSMF.ORG
14
The books are in care ofright arrowRALPH P SIDORE Telephone no.right arrow (603) 935-9445

Located atright arrow15 GLENEAGLE DRIVEBEDFORDNH ZIP+4right arrow03110
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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    
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
 
 
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
 
(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)
 
 
(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)
 
 
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
 
If "Yes," list the years right arrow20, 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.
right arrow20, 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
 
 
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
 
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 2023? ..
4b
 
 
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
 
(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)
 
 
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
 
(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)
 
 
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
 
 
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
 
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
 
 
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
 
 
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
ALEXANDER BERMAN II CHAIRMAN
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
RALPH SIDORE TREASURER
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
PANDORA BERMAN SECRETARY
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
ALAN BAWDEN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
LAWRENCE J BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
SARA MAE BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
DR GABRIEL SPITZ TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
MICALA SIDORE TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
JONATHAN BERMAN CPA TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
DORIA BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
DR DAVID SIDORE VICE-CHAIRMAN
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
STEVEN SIDORE TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
AYAL SPITZ TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
TIM SIDORE TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
CANUTE T MALENFANT TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
ZOHAR BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
CAY BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
CHARLOTTE BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
NICHOLAS BERMAN TRUSTEE
1.00 		0 0 0
15 GLENEAGLE DRIVE
BEDFORD,NH03110
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow  
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 UNIV-NH SAUL O SIDORE LECTURE SERIES FOR 2022-2023 ACADEMIC YEAR GRANT MATCHED BY SCHOOL-PROVIDES FREE LECTURES AT UNH-DURHAM PUBLICIZED OPEN TO PUBLIC 12,500
2 PLYMOUTH STATE UNIV SAUL O SIDORE LECTURE SERIES FOR 2022-2023 ACADEMIC YEAR GRANT MATCHED BY SCHOOL-PROVIDES FREE LECTURES PUBLICIZED OPEN TO PUBLIC 6,000
3 KEENE STATE COLLEGE SAUL O SIDORE LECTURE SERIES FOR 2022-2023 ACADEMIC YEAR GRANT MATCHED BY SCHOOL-PROVIDES FREE LECTURES PUBLICIZED OPEN TO PUBLIC 5,000
4 MARGUERITES PLACE-SUPPORTS FAMILIES AND CHILDREN WITH TRANSITIONAL HOUSING CHILD CARE AND COMMUNITY PROGRAMS 4,650
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
1,062,466
b
Average of monthly cash balances.......................
1b
3,307
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,065,773
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,065,773
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
15,987
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,049,786
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
52,489
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
52,489
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
635
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
635
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
51,854
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
51,854
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
51,854
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
82,541
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
82,541
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 51,854
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 58,705
b From 2019...... 46,971
c From 2020...... 71,799
d From 2021...... 84,566
e From 2022...... 25,936
f Total of lines 3a through e ........ 287,977
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 82,541
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 51,854
e Remaining amount distributed out of corpus 30,687
5 Excess distributions carryover applied to 2023.    
(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 5 318,664
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		58,705
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		259,959
10 Analysis of line 9:
a Excess from 2019.... 46,971
b Excess from 2020.... 71,799
c Excess from 2021.... 84,566
d Excess from 2022.... 25,936
e Excess from 2023.... 30,687
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH P SIDORE
15 GLENEAGLE DRIVE
BEDFORD,NH03110
(603) 935-9445
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MAY BE SUBMITTED ONLY IN LETTER FORM, INDICATING CLEARLY THE TYPE OF PROJECT BEING UNDERTAKEN, THE SPECIFIC AREAS FOR WHICH A SPECIFIC AMOUNT OF FUNDING IS REQUESTED, THE BENEFIT TO BE DERIVED BY THE COMMUNITY(IES) INVOLVED AND AN IDEA OF THE TIME FRAME DURING WHICH THE PROJECT IS EXPECTED TO BE UNDERTAKEN AND COMPLETED.
cAny submission deadlines:
CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH P SIDORE
15 GLENEAGLE DRIVE
BEDFORD,NH03110
(603) 935-9445
bThe form in which applications should be submitted and information and materials they should include:
IN ADDITION, THE FOUNDATION REQUIRES A CLEAR STATEMENT FROM APPLICANTS OF THE PERCENTAGE OF SOLICITED DONATIONS THAT IS USED TO SUPPORT THE COST OF THE SOLICITATION AND/OR ANY RELATED ADMINISTRATIVE COSTS. NO TELEPHONE CALLS ARE ACCEPTED.APPLICATIONS MAY BE SUBMITTED AT ANY TIME, HOWEVER THE TRUSTEES TEND TO MEET ONCE OR TWICE A YEAR, ONCE IN MAY OR JUNE, AND AGAIN IN NOVEMBER OR DECEMBER.
cAny submission deadlines:
CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH P SIDORE
15 GLENEAGLE DRIVE
BEDFORD,NH03110
(603) 935-9445
bThe form in which applications should be submitted and information and materials they should include:
THE FOUNDATION DOES NOT MAKE ANY GRANTS TO INDIVIDUALS FOR SCHOLARSHIPS, FELLOWSHIPS, ETC. THE FOUNDATION DOES MAKE GRANTS ONLY TO CHARITABLE NON-PROFIT ORGANIZATIONS OR TO EDUCATIONAL, CULTURAL OR GOVERNMENTAL INSTITUTIONS. THE MAJORITY OF THE FOUNDATIONS GRANTS GOES TO FUND THE SAUL O SIDORE LECTURE SERIES AT THE FOUR MAIN CAMPUSES OF THE UNIVERSITY SYSTEM OF NEW HAMPSHIRE,
cAny submission deadlines:
CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH P SIDORE
15 GLENEAGLE DRIVE
BEDFORD,NH03110
(603) 935-9445
bThe form in which applications should be submitted and information and materials they should include:
AND TO PUBLIC LIBRARIES IN NEW HAMPSHIRE. INDIVIDUAL PROJECTS WILL BE REVIEWED, BUT THE TRUSTEES HAVE GENERALLY PROVIDED FUNDING, WITHIN THE LIMITED BUDGET AVAILABLE, FOR PROPOSALS RELATING TO CHILDREN AT RISK, CHILDREN IN NEED, GENERAL CULTURAL CHARITABLE AND EDUCATIONAL INTERESTS AND ATHLETIC EDUCATION. IN ADDITION, THE FOUNDATION MAKES GRANTS, IN MEMORY OF REBECCA LEE SPITZ,
cAny submission deadlines:
CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH P SIDORE
15 GLENEAGLE DRIVE
BEDFORD,NH03110
(603) 999-9999
bThe form in which applications should be submitted and information and materials they should include:
TO NEW HAMPSHIRE MUNICIPAL LIBRARIES AND NON-PROFIT ORGANIZATIONS WITH SIMILAR OR RELATED FUNCTIONS, FOR LIMITED PROJECTS TO ENHANCE THEIR SERVICES TO THEIR CLIENTELE. IN GENERAL, THE FOUNDATION WILL NOT PARTICIPATE IN FUNDING DRIVES, OR IN SUPPORTING GENERAL OPERATING REQUIREMENTS; ITS INTERESTS LIE IN PROVIDING ALL OR SOME OF THE SEED-MONEY NECESSARY, ON A ONE-TIME BASIS, TO GET PROJECTS
cAny submission deadlines:
CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS.
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
RALPH P SIDORE
15 GLENEAGLE DRIVE
BEDFORD,NH03110
(603) 999-9999
bThe form in which applications should be submitted and information and materials they should include:
OR ACTIVITIES STARTED, WITHOUT ADDITIONAL FUNDING COMMITMENTS BEING REQUIRED. THE FOUNDATIONS GEOGRAPHIC INTERESTS ARE GENERALLY RESTRICTED TO THE STATES OF NEW HAMPSHIRE AND MASSACHUSETTS, WITH EMPHASIS ON THE NORTH COUNTRY OF NEW HAMPSHIRE.
cAny submission deadlines:
CONTINUOUSLY
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ANY RESTRICTIONS ON GRANTS ARE ON A CASE-BY-CASE BASIS.
Form 990-PF (2023)
Form 990-PF (2023)
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
ABBIE GREENLEAF LIBRARY


2 UNION ST
LITTLETON,NH03561 		  PC RLS LIBRARY GRANT 500
AVIATION MUSEUM OF NH


27 NAVIGATOR RD
LONDONDERRY,NH03053 		  PC CHARITABLE 4,644
CHILDRENS LITERACY FOUNDATION


1536 LOOMIS HILL ROAD
WATERBURY CENTER,VT05677 		  PC RLS LIBRARY GRANT 3,000
CLAREMONT SOUP KITCHEN


53 CENTRAL STREET
CLAREMONT,NH03743 		  PC SOUP KITCHEN-FOOD PANTRY 800
FRIENDS OF AINE


226 COOLIDGE AVE
MANCHESTER,NH03102 		  PC LINDA COHEN SIDORE GRANT 1,135
GIRLS INC NH


15 GREENWOOD AVE
CONWAY,NH03818 		  PC CHARITABLE 3,283
KISHKA GALLERY LIBRARY


83 GATES ST
WHITE RIVER JUNCTION,VT05001 		  PC CHARITABLE 3,000
LINCOLN PUBLIC LIBRARY


22 CHURCH ST
LINCOLN,NH03251 		  PC RLS LIBRARY GRANT 500
FALL MOUNTAIN FRIENDLY MEALS


122 NH ROUTE 12A
ALSTEAD,NH03602 		  PC SOUP KITCHEN-FOOD PANTRY 800
FAMILIES IN TRANSITION


122 MARKET STREET
MANCHESTER,NH03101 		  PC CHARITABLE 1,500
MARC A HURZELER MD LIBRARY


178 MEADOWS RD
JEFFERSON,NH03583 		  PC RLS LIBRARY GRANT 500
MOOSILAUKEE PUBLIC LIBRARY


165 LOST RIVER RD
NORTH WOODSTOCK,NH03262 		  PC RLS LIBRARY GRANT 455
KEENE STATE COLLEGE


229 MAIN ST
KEENE,NH03435 		  PC LECTURE SERIES 5,000
LISTEN INC


60 HANOVER STREET
LEBANON,NH03766 		  PC SOUP KITCHEN-FOOD PANTRY 2,000
NAVIGATION GAMES


116 HENRY ST
CAMBRIDGE,MA02139 		  PC CHARITABLE 500
MANCHESTER COMMUNITY MUSIC SCHOOL


2291 ELM STREET
MANCHESTER,NH03101 		  PC CHARITABLE-IMO MAY GRUBER 3,500
MARGUERITES PLACE


87 PALM ST
NASHUA,NH03060 		  PC CHARITABLE 4,650
MEDIA POWER YOUTH


1245 ELM STREET
MANCHESTER,NH03101 		  PC CHARITABLE-IMO MAY GRUBER 1,000
ST PAULS SCHOOL ADV STUDIES PROG


325 PLEASANT ST
CONCORD,NH03301 		  PC CHARITABLE 2,450
YIDDISH BOOK CENTER


12902 MAGNOLIA DRIVE
TAMPA,FL33612 		  PC CHARITABLE-IMO MAY GRUBER 1,000
NASHUA SOUP KITCHEN SHELTER


2 QUINCY ST
NASHUA,NH03060 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
NEW HORIZONS FOR NH


199 MANCHESTER ST
MANCHESTER,NH03103 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
NORTH COUNTRY CHAMBER PLAYERS


2 UNION STREET
LITTLETON,NH03561 		  PC CHARITABLE 1,000
ON BELAY


55 MAIN ST
NEWMARKET,NH03857 		  PC LINDA COHEN SIDORE GRANT 900
PLYMOUTH AREA COMMUNITY CLOSET


5 MAIN ST
PLYMOUTH,NH03264 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
PLYMOUTH STATE UNIVERSITY


17 HIGH STREET
PLYMOUTH,NH03264 		  PC LECTURE SERIES 6,000
SALVATION ARMY SOUP KITCHEN-BERLIN


15 COLE ST
BERLIN,NH03570 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
SALVATION ARMY SOUP KITCHEN-LACONIA


177 UNION ST
LACONIA,NH03246 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
SALVATION ARMY SOUP KITCHEN-PORTSMO


15 MIDDLE ST
PORTSMOUTH,NH03801 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
SONSHINE SOUP KITCHEN


4 CRYSTAL AVE UNIT 4
DERRY,NH03038 		  PC SOUP KITCHEN-FOOD PANTRY 800
THE CAREGIVERS


700 EAST INDUSTRIAL PARK DR
MANCHESTER,NH03109 		  PC CHARITABLE 1,000
WILLIAM D WEEKS MEMORIAL LIBRARY


101 MAIN STREET
LANCASTER,NH03584 		  PC RLS LIBRARY GRANT 450
TEMPLE ADATH YESHURUN


152 PROSPECT STREET
MANCHESTER,NH03104 		  PC CHARITABLE-IMO MAY GRUBER 1,000
THE COMMUNITY KITCHEN INC


35 MECHANIC ST
KEENE,NH03431 		  PC CHARITABLE AND SOUP KITCHEN-FOOD PANTRY 3,500
THE SELMA DEITCH CENTER


1245 ELM STREET
MANCHESTER,NH03101 		  PC CHARITABLE-IMO MAY GRUBER 1,000
THE FRIENDLY KITCHEN INC


2 S COMMERCIAL ST
CONCORD,NH03301 		  PC SOUP KITCHEN-FOOD PANTRY 1,400
THE NATURE CONSERVANCY


22 BRIDGE STREET - NO 4
CONCORD,NH03301 		  PC CHARITABLE 100
UNIVERSITY OF NH FOUNDATION


9 EDGEWOOD ROAD
DURHAM,NH03824 		  PC LECTURE SERIES 12,500
WAYPOINT


464 CHESTNUT ST
MANCHESTER,NH03105 		  PC CHARITABLE 3,500
MERRIMACK COMMUNITY FOOD PANTRY


PO BOX 895
MERRIMACK,NH03054 		  PC SOUP KITCHEN-FOOD PANTRY 1,000
Total .................................right arrow 3a 82,767
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 19,819  
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 43,899  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINT-NH COM LOAN FUND 		    30 1,750  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   65,468  
13Total. Add line 12, columns (b), (d), and (e)..................
13
65,468
(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.)
11A INTEREST FROM 60000 LOAN-NEW HAMPSHIRE COMMUNITY LOAN FUND
Form 990-PF (2023)
Form 990-PF (2023)
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.
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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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
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Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
SAUL O SIDORE MEMORIAL FOUNDATION
EIN:
23-7124593
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET CL C 8,083 113,590
APPLE INC 5,214 112,438
BERKSHIRE HATHAWAY - B 9,730 109,138
JOHNSON & JOHNSON 43,735 90,752
VANGUARD S&P 500 ETF 45,394 116,626
PUTNAM USDI FUND 72,501 72,599
ISHARES CORE S&P500 ETF 138,530 149,021
ISHARES 0-5 HY CORP BOND ETF 0 0
ISHARES 10-20 TREASRY BOND ETF 0 0
ISHARES CONVERTIBLE BOND ETF 0 0
ISHARES MBS ETF 14,707 15,241
ISHARES MSCI EM MIN VOL FAC ET 0 0
ISHARES MSCI USA MOMEM FAC ETF 0 0
ISHARES CORE S&P SMALLCAP ETF 0 0
ISHARES CORE TOTAL USD BONDETF 67,177 61,181
ISHARES GSCI COMMODITY DYNAMIC 0 0
ISHARES ESG AWARE MSCI USA ETF 17,546 17,941
ISHARES MSCI USA MIN VOL FAC 6,053 6,485
ISHARES MSCI EAFE VALUE ETF 29,184 30,791
ISHARES MSCI EAFE GROWTH ETF 16,592 18,498
ISHARES 20 YR TREASURY BD ETF 14,370 14,338
ISHARES CORE MSCI EMRGMRKT ETF 14,952 15,225
ISHARES GLOBAL ENERGY ETF 4,029 3,746
ISHARES IBOXX INV GR CORP BD 8,610 9,066
ISHARES MSCI EMRG MRKTS EX CHI 4,034 4,516
ISHARESMSCI USA QUALITY FAC ET 28,767 35,461
ISHARES US TREASURY BOND ETF 0 0
ISHARES US INFRASTRUCTURE ETF 4,138 4,510
ISHARES US TECHNOLOGY ETF 9,913 13,748
MONEY MARKET 72,219 72,219
ISHARES S&P 100 ETF 10,087 11,121
ISHARES S&P 500 GROWTH ETF 8,478 8,862
ISHARES TREASURY FLOAT RATE BD 14,172 14,132

TY 2023 OtherDecreasesSchedule
Name:
SAUL O SIDORE MEMORIAL FOUNDATION
EIN:
23-7124593
Description Amount
BASIS CORRECTION-ALPHABET 946


TY 2023 OtherExpensesSchedule
Name:
SAUL O SIDORE MEMORIAL FOUNDATION
EIN:
23-7124593
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 1,427 0 0 0


TY 2023 OtherIncomeSchedule2
Name:
SAUL O SIDORE MEMORIAL FOUNDATION
EIN:
23-7124593
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
INTEREST-NH COMM LOAN FUND 1,750 1,750 0
TAX REFUND 4,253 0 0


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TY 2023 OtherNotesLoansRcvblLongSch
Name:
SAUL O SIDORE MEMORIAL FOUNDATION
EIN:
23-7124593

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
NH COMMUNITY LOAN FUND NONE 50,000 50,000 2023-01 2027-12 RENWED REGULARLY 200 % UNSECURED EXEMPT-NH NONPROFIT CONNECTS FAMILIES TO LOANS 50000 50,000
NH COMMUNITY LOAN FUND NONE 10,000 10,000 2018-02 2027-02 RENWED REGULARLY 500 % UNSECURED EXEMPT-NH NONPROFIT CONNECTS FAMILIES TO LOANS 10000 10,000

TY 2023 TaxesSchedule
Name:
SAUL O SIDORE MEMORIAL FOUNDATION
EIN:
23-7124593
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PAYMENTS 774 0 0 774