Civic Intelligence

Trust UW E Sawyer Cummings

EIN 02-6016051 • 501(c)3 • Concord, NH

Profile

Support designated beneficiaries

11 S Main Street Rm/Ste 500Concord, NH 03301

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

85th percentile

40%

Higher net margin than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

56th percentile

5.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

72nd percentile

26%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,098,228

Up $113,164 (+5.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,098,228

Up $113,164 (+5.7%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$293,302

Up $60,067 (+26%) from 2023

Expenses

Up

$176,723

Up $9,842 (+5.9%) from 2023

Net Income

Up

$116,579

Up $50,225 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,848,663Liabilities 2011: $0Net Assets 2011: $1,848,6632011Assets 2012: $1,836,533Liabilities 2012: $0Net Assets 2012: $1,836,5332012Assets 2013: $1,889,713Liabilities 2013: $0Net Assets 2013: $1,889,7132013Assets 2014: $1,905,181Liabilities 2014: $0Net Assets 2014: $1,905,1812014Assets 2015: $1,965,045Liabilities 2015: $0Net Assets 2015: $1,965,0452015Assets 2016: $2,028,845Liabilities 2016: $0Net Assets 2016: $2,028,8452016Assets 2017: $1,933,594Liabilities 2017: $0Net Assets 2017: $1,933,5942017Assets 2018: $2,080,416Liabilities 2018: $0Net Assets 2018: $2,080,4162018Assets 2019: $2,042,364Liabilities 2019: $0Net Assets 2019: $2,042,3642019Assets 2020: $2,146,323Liabilities 2020: $0Net Assets 2020: $2,146,3232020Assets 2021: $2,016,912Liabilities 2021: $0Net Assets 2021: $2,016,9122021Assets 2022: $1,954,628Liabilities 2022: $0Net Assets 2022: $1,954,6282022Assets 2023: $1,985,064Liabilities 2023: $0Net Assets 2023: $1,985,0642023Assets 2024: $2,098,228Liabilities 2024: $0Net Assets 2024: $2,098,2282024

Highlighted filing

2024

Assets$2,098,228
Liabilities$0
Net Assets$2,098,228
Open 2024 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $22,207Expenses 2011: $102,099Net Income 2011: -$79,8922011Expenses 2012: $106,7012012Revenue 2013: $165,202Expenses 2013: $110,906Net Income 2013: $54,2962013Revenue 2014: $160,089Expenses 2014: $117,392Net Income 2014: $42,6972014Revenue 2015: $193,850Expenses 2015: $127,864Net Income 2015: $65,9862015Revenue 2016: $199,826Expenses 2016: $132,926Net Income 2016: $66,9002016Revenue 2017: $41,560Expenses 2017: $133,775Net Income 2017: -$92,2152017Revenue 2018: $286,483Expenses 2018: $138,269Net Income 2018: $148,2142018Revenue 2019: $103,002Expenses 2019: $139,739Net Income 2019: -$36,7372019Revenue 2020: $251,090Expenses 2020: $146,389Net Income 2020: $104,7012020Revenue 2021: $84,340Expenses 2021: $213,568Net Income 2021: -$129,2282021Revenue 2022: $98,667Expenses 2022: $161,563Net Income 2022: -$62,8962022Revenue 2023: $233,235Expenses 2023: $166,881Net Income 2023: $66,3542023Revenue 2024: $293,302Expenses 2024: $176,723Net Income 2024: $116,5792024

Highlighted filing

2024

Revenue$293,302
Expenses$176,723
Net Income$116,579
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,098,228
Liabilities
$0
Net assets
$2,098,228
Revenue
$293,302
Expenses
$176,723
Net income
$116,579
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.10$0.00$2.10$0.29$0.18$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.23$0.17$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.10$0.16$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.21$0.13
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.00$2.15$0.25$0.15$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.10$0.14$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.00$2.08$0.29$0.14$0.15
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.93$0.00$1.93$0.04$0.13$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.20$0.13$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.19$0.13$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.16$0.12$0.04
2013Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.17$0.11$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.00$1.84$0.11
2011Summary only. Only limited summary data is available for this year.$1.85$0.00$1.85$0.02$0.10$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.0
Gross Receipts
$897,113
Mission and Program Overview

Mission

Support designated beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,985,064$2,098,228▲ $113,164
Investments in Publicly Traded Securities$1,826,630$1,987,572▲ $160,942
Savings and Temporary Cash Investments$152,868$105,788▼ $47,080
Cash and Non-Interest-Bearing Accounts$5,566--
Accounts Receivable-$4,868-
Total Assets$1,985,064$2,098,228▲ $113,164
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,985,064$2,098,228▲ $113,164
Total Liabilities and Net Assets / Fund Balance$1,985,064$2,098,228▲ $113,164

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,985,064-▲ $78,508-$2,098,228
2023$1,954,628-▲ $233,235$23,166$1,985,064
2022$2,016,911-▲ $98,667$20,753$1,954,628
2021$2,146,322-▲ $84,340$19,226$2,016,911
2020$2,042,364-▲ $251,090$21,220$2,146,322
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
M Susan LeahyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$293,302
Other Revenue
$0
Change in Net Assets
$116,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,748
Other Expenses$38,975
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$137,748--$137,748
Fees for Service Investment Mgmnt Fees-$27,256-$27,256
Fees for Services Legal-$6,752-$6,752
Fees for Services Other-$2,567-$2,567
Fees for Services Accounting-$2,400-$2,400
Total Functional Expenses$137,748$38,975$0$176,723
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Concord HospitalConcord, NH3General$68,874
ST PAUL'S EPISCOPAL CHURCHConcord, NH3General$68,874
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI

“Conflict of interest are governed by the laws governing trustee conduct in state of new hampshire”

Form 990, Page 6, Part VI, Line 11B

“The trustee for the trust received and reviewed the tax return prior to signing and mailing the return. The activities of the trust are monitored by the 6th circuit - probate division - concord court, merrimack county, concord, nh.”

Form 990, Page 6, Part VI, Line 15A

“Trustee compensation is reviewed and approved by the 6th circuit - probate division - concord court, merrimack county, concord, nh”

Form 990, Page 6, Part VI, Line 19

“The documents that must be provided for public viewing are available upon request.”

Form 990, Part VII

“Trustee fees the trustee works for a law firm and submits her billable time to the law firm. The law firm then bills the trust. The trustee receives compensation through her salary for work performed at the law firm.”

Filing and Contact Details

Filer

Filer Name
Trust Uw E Sawyer Cummings
EIN
02-6016051
Phone
6033346926
Address
11 S MAIN STREET RM/STE 500, CONCORD, NH 03301
Doing Business As
Co Mclane Middleton Pa

Signing Officer

Name
M Susan Leahy
Title
Trustee
Phone
6032240400
Signed
2025-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Susan Leahy
Formed
1966
Legal Domicile
Nh
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
De Whiting LLC
Address
PO BOX 55, SALISBURY, NH 03268
Preparer
Dawn E Whiting
Phone
6034962753
Supplemental Narrative

Additional Explanations

Form 990, Part XI

“The supporting organizations, st paul's episcopal church and the concord hospital, have no restrictions on the use of the funds from this trust. As such, the use of the funds is not monitored. Both organizations are section 501(c)(3) organizations utilizing funding received in the concord, nh area.”

Form 990, Part XI, Line 9

“Basis adjustments between purchases and sales -3,415”

Raw XML Appendix381 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsReceivableGrp/EOYAmt04868
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IRS990/ActivityOrMissionDesc0SUPPORT DESIGNATED BENEFICIARIES
IRS990/BooksInCareOfDetail/PersonNm0M SUSAN LEAHY
IRS990/BooksInCareOfDetail/PhoneNum06033346926
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011 S MAIN STREET SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003301
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt05566
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0137748
IRS990/CYInvestmentIncomeAmt0293302
IRS990/CYOtherExpensesAmt038975
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0116579
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0176723
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0293302
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTIONS ARE FOR GENERAL PURPOSES. THE CONCORD HOSPITAL IS A NAMED BENEFICIARY OF THS TRUST. CONCORD HOSPITAL, 250 PLEASANT STREET, CONCORD, NH 03301
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CO MCLANE MIDDLETON PA
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt068874
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02400
IRS990/FeesForServicesAccountingGrp/TotalAmt02400
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06752
IRS990/FeesForServicesLegalGrp/TotalAmt06752
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02567
IRS990/FeesForServicesOtherGrp/TotalAmt02567
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt027256
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt027256
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0M SUSAN LEAHY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0215079
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt068874
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0137748
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0137748
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0818890
IRS990/GrossReceiptsAmt0897113
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt078223
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt078223
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01826630
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01987572
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0603811
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT DESIGNATED BENEFICIARIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01985064
IRS990/NetAssetsOrFundBalancesEOYAmt02098228
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0215079
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0215079
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-3415
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0M SUSAN LEAHY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRIBUTIONS ARE FOR GENERAL PURPOSES. THE ST. PAUL'S EPISCOPAL CHURCH IS A NAMED BENEFICIARY OF THS TRUST. ST. PAUL'S EPISCOPAL CHURCH, PO BOX 1315, CONCORD, NH 03302
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt068874
IRS990/ProgSrvcAccomActy2Grp/GrantAmt068874
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0137088
IRS990/PYInvestmentIncomeAmt0233235
IRS990/PYOtherExpensesAmt029793
IRS990/PYRevenuesLessExpensesAmt066354
IRS990/PYTotalExpensesAmt0166881
IRS990/PYTotalRevenueAmt0233235
IRS990/ReconcilationRevenueExpnssAmt0116579
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01985064
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0152868
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IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE AMOUNT OF SUPPORT IS DICTATED BY THE TRUST INSTRUMENT AND PROBATE COURT. THERE ARE NO RESTRICTIONS ON THE USE OF THE FUNDS BY THE CHARITABLE ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST WAS ESTABLISHED JULY 12, 1966. THE INCOME IS TO BE DIVIDED EQUALLY BETWEEN ST PAUL'S EPISCOPAL CHURCH AND THE CONCORD HOSPITAL. THE TRUST MEETS THE REQUIREMENTS SET FORTH IN THE ALTERNATIVE INTEGRAL PART TEST FOR PRE-NOV 20, 1970 TRUSTS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0CONCORD HOSPITAL
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt035524
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01985064
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02098228
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0137747
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0-30111
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0137088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0233235
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt023166
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt06014
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0134796
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt098667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt020753
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt010124
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02146322
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02016911
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0184401
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt084340
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt019226
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06876
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IRS990ScheduleI/RecipientTable/CashGrantAmt168874
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SUPPORTING ORGANIZATIONS, ST. PAUL'S EPISCOPAL CHURCH AND THE CONCORD HOSPITAL, HAVE NO RESTRICTIONS ON HOW THEY USE THE FUNDS FROM THIS TRUST. AS SUCH, THE USE OF THE FUNDS IS NOT MONITORED. BOTH ORGANIZATIONS ARE SECTION 501(C)(3) ORGANIZATIONS UTILIZING FUNDING RECEIVED IN THE CONCORD, NH AREA.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CONFLICT OF INTEREST ARE GOVERNED BY THE LAWS GOVERNING TRUSTEE CONDUCT IN STATE OF NEW HAMPSHIRE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE FOR THE TRUST RECEIVED AND REVIEWED THE TAX RETURN PRIOR TO SIGNING AND MAILING THE RETURN. THE ACTIVITIES OF THE TRUST ARE MONITORED BY THE 6TH CIRCUIT - PROBATE DIVISION - CONCORD COURT, MERRIMACK COUNTY, CONCORD, NH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEE COMPENSATION IS REVIEWED AND APPROVED BY THE 6TH CIRCUIT - PROBATE DIVISION - CONCORD COURT, MERRIMACK COUNTY, CONCORD, NH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DOCUMENTS THAT MUST BE PROVIDED FOR PUBLIC VIEWING ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEE FEES THE TRUSTEE WORKS FOR A LAW FIRM AND SUBMITS HER BILLABLE TIME TO THE LAW FIRM. THE LAW FIRM THEN BILLS THE TRUST. THE TRUSTEE RECEIVES COMPENSATION THROUGH HER SALARY FOR WORK PERFORMED AT THE LAW FIRM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE SUPPORTING ORGANIZATIONS, ST PAUL'S EPISCOPAL CHURCH AND THE CONCORD HOSPITAL, HAVE NO RESTRICTIONS ON THE USE OF THE FUNDS FROM THIS TRUST. AS SUCH, THE USE OF THE FUNDS IS NOT MONITORED. BOTH ORGANIZATIONS ARE SECTION 501(C)(3) ORGANIZATIONS UTILIZING FUNDING RECEIVED IN THE CONCORD, NH AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BASIS ADJUSTMENTS BETWEEN PURCHASES AND SALES -3,415
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0176723
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02098228
IRS990/TotalProgramServiceExpensesAmt0137748
IRS990/TotalRevenueGrp/ExclusionAmt078223
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02098228
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IRS990/USAddress/ZIPCd003301
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NONE
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0M SUSAN LEAHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06032240400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW E SAWYER CUMMINGS
ReturnHeader/Filer/BusinessNameControlTxt0CUMM
ReturnHeader/Filer/EIN0026016051
ReturnHeader/Filer/PhoneNum06033346926
ReturnHeader/Filer/USAddress/AddressLine1Txt011 S MAIN STREET RM/STE 500
ReturnHeader/Filer/USAddress/CityNm0CONCORD
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261417495
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DE WHITING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 55
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALISBURY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003268
ReturnHeader/PreparerPersonGrp/PhoneNum06034962753
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAWN E WHITING
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T11:58:36-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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