Civic Intelligence

Duncan-Jenkins Trust

990 • Fiscal year 2022 • EIN 02-6128465

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

Organization ProfileN/A
PO Box 762Henniker, NH 03242

(603) 715-1414

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

5th percentile

0.00x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

95th percentile

76%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

15th percentile

$35,000

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

81st percentile

20%

Faster asset growth than 81% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

56%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$11,343,276

Up $1,921,706 (+20%) from 2021

Net Assets

Up

$11,343,276

Up $1,921,706 (+20%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin95th percentile

Revenue

Up

$2,534,168

Up $914,879 (+56%) from 2021

Expenses

Up

$612,462

Up $142,527 (+30%) from 2021

Net Income

Up

$1,921,706

Up $772,352 (+67%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,170,425Liabilities 2010: $0Net Assets 2010: $5,170,4252010Assets 2011: $5,532,152Liabilities 2011: $0Net Assets 2011: $5,532,1522011Assets 2012: $6,004,276Liabilities 2012: $0Net Assets 2012: $6,004,2762012Assets 2013: $6,579,310Liabilities 2013: $0Net Assets 2013: $6,579,3102013Assets 2014: $7,453,881Liabilities 2014: $0Net Assets 2014: $7,453,8812014Assets 2015: $7,437,499Liabilities 2015: $0Net Assets 2015: $7,437,4992015Assets 2016: $7,213,668Liabilities 2016: $0Net Assets 2016: $7,213,6682016Assets 2017: $7,421,882Liabilities 2017: $0Net Assets 2017: $7,421,8822017Assets 2018: $7,716,005Liabilities 2018: $0Net Assets 2018: $7,716,0052018Assets 2019: $7,698,998Liabilities 2019: $0Net Assets 2019: $7,698,9982019Assets 2020: $8,272,216Liabilities 2020: $0Net Assets 2020: $8,272,2162020Assets 2021: $9,421,570Liabilities 2021: $0Net Assets 2021: $9,421,5702021Assets 2022: $11,343,276Liabilities 2022: $0Net Assets 2022: $11,343,2762022Assets 2023: $11,557,362Liabilities 2023: $0Net Assets 2023: $11,557,3622023Assets 2024: $12,437,258Liabilities 2024: $0Net Assets 2024: $12,437,2582024

Highlighted filing

2022

Assets$11,343,276
Liabilities$0
Net Assets$11,343,276
Open 2022 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $355,0262010Expenses 2011: $346,1882011Revenue 2012: $851,050Expenses 2012: $378,926Net Income 2012: $472,1242012Revenue 2013: $940,415Expenses 2013: $365,381Net Income 2013: $575,0342013Revenue 2014: $1,242,684Expenses 2014: $368,113Net Income 2014: $874,5712014Revenue 2015: $441,782Expenses 2015: $458,164Net Income 2015: -$16,3822015Revenue 2016: $155,818Expenses 2016: $379,649Net Income 2016: -$223,8312016Revenue 2017: $687,793Expenses 2017: $479,579Net Income 2017: $208,2142017Revenue 2018: $705,493Expenses 2018: $411,370Net Income 2018: $294,1232018Revenue 2019: $507,495Expenses 2019: $524,502Net Income 2019: -$17,0072019Revenue 2020: $897,066Expenses 2020: $323,848Net Income 2020: $573,2182020Revenue 2021: $1,619,289Expenses 2021: $469,935Net Income 2021: $1,149,3542021Revenue 2022: $2,534,168Expenses 2022: $612,462Net Income 2022: $1,921,7062022Revenue 2023: $906,363Expenses 2023: $692,277Net Income 2023: $214,0862023Revenue 2024: $1,574,184Expenses 2024: $694,288Net Income 2024: $879,8962024

Highlighted filing

2022

Revenue$2,534,168
Expenses$612,462
Net Income$1,921,706
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Gross Receipts
$5,473,333
Mission and Program Overview

Mission

To provide for student and teacher enrichment programs through scholarships & grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,889,652$10,793,325▲ $2,903,673
Rtn Earn Endowment Incm Other Fnds$3,774,310$5,696,016▲ $1,921,706
Cap Stk Tr Prin Current Funds$5,647,260$5,647,260→ $0
Savings and Temporary Cash Investments$1,531,918$549,951▼ $981,967
Total Assets$9,421,570$11,343,276▲ $1,921,706
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,421,570$11,343,276▲ $1,921,706
Total Liabilities and Net Assets / Fund Balance$9,421,570$11,343,276▲ $1,921,706
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleBaseTotal
Douglas S Hatfield EsqTrustee, Gra$35,000$35,000

Board Members and Trustees

NameTitle
Jessica MorrisComittee Mem
Jed SchwartzCommittee Me
Linda MusmannoCommittee Me
Patricia ParenteauCommittee Me
Jennifer CrawfordSuperintende
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,489,373
Other Revenue
$44,795
Change in Net Assets
$1,921,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$466,511
Other Expenses$110,951
Salaries, Compensation, and Employee Benefits$35,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$466,511--$466,511
Fees for Service Investment Mgmnt Fees-$78,335-$78,335
Current Officers, Directors, Trustees, and Key Employees$35,000--$35,000
Fees for Services Accounting-$17,126-$17,126
Fees for Services Legal-$1,682-$1,682
All Other Expenses-$246-$246
Other Expenses-$134-$134
Total Functional Expenses$501,511$110,951$0$612,462
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
No
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, Page 6, Part VI, Line 11B

“A copy of form 990 is provided to the committee members prior to filing and reviewed during the monthly meeting.”

Form 990, Page 6, Part VI, Line 19

“The trust makes its financial statements and governing documents available to the public upon request.”

Form 990, Part VII

“Contact addresses for officers, directors, etc: recognition of the contribution of the grant committee:”

Filing and Contact Details

Filer

Filer Name
Duncan-jenkins Trust
EIN
02-6128465
Address
PO BOX 762, HENNIKER, NH 03242

Signing Officer

Name
Douglas S Hatfield Esq
Title
Trustee, Grant Comm
Signed
2023-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas S Hatfield Esq
Formed
2001
Legal Domicile
Nh
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Davidson & Stone Pllc
Address
1 PILLSBURY ST STE 100, CONCORD, NH 03301-4140
Preparer
Adam D Davidson CPA Csa
Phone
6032230037
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Annual recognition dinner for grant recipients”

Raw XML Appendix349 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FOR STUDENT AND TEACHER ENRICHMENT PROGRAMS THROUGH SCHOLARSHIPS & GRANTS
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0246
IRS990/AllOtherExpensesGrp/TotalAmt0246
IRS990/BooksInCareOfDetail/PersonNm0DOUGLAS S HATFIELD
IRS990/BooksInCareOfDetail/PhoneNum06037151414
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt033 CHRISTIAN AVE 108
IRS990/BooksInCareOfDetail/USAddress/CityNm0CONCORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd003301
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05647260
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05647260
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt035000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt035000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0466511
IRS990/CYInvestmentIncomeAmt02489373
IRS990/CYOtherExpensesAmt0110951
IRS990/CYOtherRevenueAmt044795
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01921706
IRS990/CYSalariesCompEmpBnftPaidAmt035000
IRS990/CYTotalExpensesAmt0612462
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02534168
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PURSUANT TO TRUST- 2022 INCOME ALLOCATED TO BE DISBURSED FOR SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0313347
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017126
IRS990/FeesForServicesAccountingGrp/TotalAmt017126
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01682
IRS990/FeesForServicesLegalGrp/TotalAmt01682
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt078335
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt078335
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DOUGLAS S HATFIELD ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm1JENNIFER CRAWFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2JESSICA MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm3LINDA MUSMANNO
IRS990/Form990PartVIISectionAGrp/PersonNm4PATRICIA PARENTEAU
IRS990/Form990PartVIISectionAGrp/PersonNm5JED SCHWARTZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt035000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE, GRA
IRS990/Form990PartVIISectionAGrp/TitleTxt1SUPERINTENDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMITTEE MEM
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE ME
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMITTEE ME
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt039397
IRS990/GainOrLossGrp/SecuritiesAmt02209214
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt0313347
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0466511
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0466511
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt039397
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05148379
IRS990/GrossReceiptsAmt05473333
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0240762
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0240762
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07889652
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010793325
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02939165
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FOR STUDENT AND TEACHER ENRICHMENT PROGRAMS THROUGH SCHOLARSHIPS & GRANTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09421570
IRS990/NetAssetsOrFundBalancesEOYAmt011343276
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02248611
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02248611
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1INSURANCE BOND PREMIUM
IRS990/OtherExpensesGrp/Desc2OFFICE, POSTAGE, COPIES
IRS990/OtherExpensesGrp/Desc3PRINTING COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07647
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14250
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21531
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3134
IRS990/OtherExpensesGrp/TotalAmt07647
IRS990/OtherExpensesGrp/TotalAmt14250
IRS990/OtherExpensesGrp/TotalAmt21531
IRS990/OtherExpensesGrp/TotalAmt3134
IRS990/OtherRevenueMiscGrp/Desc0NONDIVIDEND DISTRIBUTIONS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt044795
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt044795
IRS990/OtherRevenueTotalAmt044795
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DOUGLAS S HATFIELD ESQ
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0PURSUANT TO TRUST- 2022 INCOME ALLOCATED TO BE DISBURSED FOR STUDENT GRANT PROGAMS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050914
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050914
IRS990/ProgSrvcAccomActy3Grp/Desc0PURSUANT TO TRUST- 2022 INCOME ALLOCATED TO BE DISBURSED FOR TEACHER GRANTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0102250
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0102250
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ANNUAL RECOGNITION DINNER FOR GRANT RECIPIENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt035000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0334257
IRS990/PYInvestmentIncomeAmt01580400
IRS990/PYOtherExpensesAmt0100678
IRS990/PYOtherRevenueAmt038889
IRS990/PYRevenuesLessExpensesAmt01149354
IRS990/PYSalariesCompEmpBnftPaidAmt035000
IRS990/PYTotalExpensesAmt0469935
IRS990/PYTotalRevenueAmt01619289
IRS990/ReconcilationRevenueExpnssAmt01921706
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03774310
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05696016
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01531918
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0549951
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/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST PROVIDED GRANTS AND SCHOLARSHIPS TO BOTH TEACHERS AND STUDENTS OF THE WASHINGTON & HILLSBOROUGH COMMUNITIES TOTALING 465,511 DURING 2022.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0020413231
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0465511
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SAU 34 WASHINGTON & HILLSBOROUGH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0SAU34 WASHINGTON & HILLSBOROUGH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0465511
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0313347
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1102250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt250914
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1TEACHER GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2STUDENT GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt165
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt225
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT COMMITTEE HOLDS AN AWARDS RECOGNITION DINNER AND ALL OF THE GRANT RECIPIENTS GIVE A SUMMARY OF THEIR PROJECT. THE SCHOLARSHIP MONEY IS SENT DIRECTLY TO THE UNIVERSITY OR SCHOOL THAT THE RECIPIENT ATTENDS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1IN ADDITION TO THE ACTUAL RECIPIENTS OF THE STUDENT AND TEACHER GRANTS THERE ARE APPROXIMATELY 8000 RESIDENTS OF THE TOWNS OF WASHINGTON, NH AND HILLSBOROUGH/DEERING, NH WHO ARE BENEFICIARIES OF THE PROGRAMS THAT ARE CREATED BY THESE GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANNUAL RECOGNITION DINNER FOR GRANT RECIPIENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF FORM 990 IS PROVIDED TO THE COMMITTEE MEMBERS PRIOR TO FILING AND REVIEWED DURING THE MONTHLY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC: RECOGNITION OF THE CONTRIBUTION OF THE GRANT COMMITTEE:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09421570
IRS990/TotalAssetsEOYAmt011343276
IRS990/TotalAssetsGrp/BOYAmt09421570
IRS990/TotalAssetsGrp/EOYAmt011343276
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0110951
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0501511
IRS990/TotalFunctionalExpensesGrp/TotalAmt0612462
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09421570
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011343276
IRS990/TotalOtherProgSrvcExpenseAmt035000
IRS990/TotalProgramServiceExpensesAmt0501511
IRS990/TotalReportableCompFromOrgAmt035000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02534168
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02534168
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09421570
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011343276
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 CHRISTIAN AVE 108
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003301
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUGLAS S HATFIELD ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE, GRANT COMM
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DUNCAN-JENKINS TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0U/W SARAH E JENKINS
ReturnHeader/Filer/BusinessNameControlTxt0DUNC
ReturnHeader/Filer/EIN0026128465
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 762
ReturnHeader/Filer/USAddress/CityNm0HENNIKER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd003242
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223865956
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIDSON & STONE PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01 PILLSBURY ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CONCORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0033014140
ReturnHeader/PreparerPersonGrp/PhoneNum06032230037
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM D DAVIDSON CPA CSA
ReturnHeader/ReturnTs02023-05-18T14:21:14-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DOUGLAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HATFIELD
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,343,276
Liabilities
$0
Net assets
$11,343,276
Revenue
$2,534,168
Expenses
$612,462
Net income
$1,921,706
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$1.57$0.69$0.88
2023Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$0.91$0.69$0.21
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$2.53$0.61$1.92
2021Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$1.62$0.47$1.15
2020Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$0.90$0.32$0.57
2019Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$0.51$0.52$0.02
2018Detailed filing. Detailed filing data is available for this year.$7.72$0.00$7.72$0.71$0.41$0.29
2017Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.69$0.48$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.16$0.38$0.22
2015Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$0.44$0.46$0.02
2014Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$1.24$0.37$0.87
2013Detailed filing. Detailed filing data is available for this year.$6.58$0.00$6.58$0.94$0.37$0.58
2012Summary only. Only limited summary data is available for this year.$6.00$0.00$6.00$0.85$0.38$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.00$5.53$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.00$5.17$0.36
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • $10M-$25M nonprofits