NORWIN S & ELIZABETH N BEAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORWIN S & ELIZABETH N BEAN FOUNDATION (EIN 02-6013381)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-20
- IRS object ID
- 202402649349100310
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-20T09:48:32-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020327524 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHAN WECHSLER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 COMMERCIAL STREET 4TH FLOOR | AddressLine1Txt |
| City | CONCORD | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026013381 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORWIN S AND ELIZABETH N BEAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORW | BusinessNameControlTxt |
| Phone | 6036256464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 STARK STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F DINKEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6036256464 | PhoneNum |
| Signature | 2024-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ORESTE J MOSCA | PreparerPersonNm |
| PTIN | P00366101 | PTIN |
| Phone | 6032245357 | PhoneNum |
| Preparation | 2024-09-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,546,350 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,509 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,509 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $439,891 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $439,891 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $219,347 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,060,781 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $219,347 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $676,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $676,747 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,920 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,829 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $47,356 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $68,336 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,826 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $891 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,565 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $47,356 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $598,726 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $598,726 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $767,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $47,356 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $689,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,490 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $598,857 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $478,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $187,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $187,915 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,195,145 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,395,107 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,108,435 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,923,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,833,022 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,546,350 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,923,512 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,833,022 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,923,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,833,022 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,923,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,833,022 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,923,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,490 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,833,022 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,833,022 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF INVESTMENTS - LT | P | $4,852,287 | $4,681,416 | $170,871 | $170,871 |
| CAPITAL GAIN DISTRIBUTION | P | $128,148 | $128,148 | $128,148 | |
| SALE OF INVESTMENTS - ST | P | $2,080,346 | $2,160,018 | -$79,672 | -$79,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $219,347 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,324 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,324 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,324 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,087 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,913 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $113 | EsPenaltyAmt |
| Overpayment | $6,563 | OverpaymentAmt |
| Applied To ES Tax | $6,563 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS J DONOVAN | IndividualWithBooksNm |
| Phone | 6036256464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELM STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031050326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN F DINKEL | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | SENIOR TRUSTEE | 8.00 | $0 | $0 | $0 |
| THOMAS J DONOVAN | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | SENIOR TRUSTEE | 8.00 | $2,500 | $0 | $0 |
| RICHARD SIGEL | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| KATY EASTERLY-MARTEY | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| ROBERT HEATON | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | TERM TRUSTEE | 4.00 | $2,500 | $0 | $0 |
| KRISTEN MCCRACKEN | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| RASHIDA ELTAG MOHAMED | ||||||||
| PO BOX 326 | MANCHESTER | NH | 03105 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,443,438 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,140 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,026,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,026,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $195,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,831,179 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $641,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $641,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,324 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,324 | TotalTaxAmt |
| Distributable Before Adj | $633,235 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $633,235 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $633,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $689,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $689,347 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $633,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $510,644 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $689,347 | QualifyingDistributionsAmt |
| Applied To Year1 | $510,644 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $178,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $454,532 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | NORWIN S AND ELIZABETH N BEAN FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 STARK STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6034937257 | RecipientPhoneNum |
| Form And Info And Materials | IN ALL CASES, APPLICATIONS SHOULD INCLUDE: -A COMPLETED BEAN FOUNDATION APPLICATION COVER SHEET. -A NARRATIVE WHICH EXPLAINS THE PURPOSE OF THE PROJECT AND DESCRIBES HOW THAT PURPOSE WILL BE ACCOMPLISHED. -ITEMIZED INCOME AND EXPENSE BUDGET FOR THE PROJECT INDICATING KNOWN AND PROJECTED SOURCES OF FINANCIAL SUPPORT. -LAST AVAILABLE FINANCIAL STATEMENT (PREFERABLY AUDITED) AND CURRENT YEAR'S OPERATING BUDGET FOR THE ORGANIZATION. -LISTING OF THE BOARD OF DIRECTORS WITH THEIR PROFESSIONAL AFFILIATIONS. -ORGANIZATION'S INTERNAL REVENUE SERVICE EXEMPTION LETTER. BE SURE THE FEDERAL IDENTIFICATION NUMBER IS INCLUDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THREE APPLICATION DEADLINES (12/1, 4/1, 9/1) AND GRANT REVIEW MEETINGS (FEB, JUNE, NOV) ANNUALLY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | APPLICATIONS ARE ACCEPTED FROM NONPROFIT 501(C)3 ORGANIZATIONS AND MUNICIPAL AND PUBLIC AGENCIES SERVING THE COMMUNITIES OF MANCHESTER AND AMHERST, NEW HAMPSHIRE. PRIORITY CONSIDERATION IS GIVEN TO ORGANIZATIONS OPERATING PRIMARILY IN THOSE TWO COMMUNITIES. HOWEVER, THE FOUNDATION WILL CONSIDER APPLICATIONS FROM STATEWIDE OR REGIONAL ORGANIZATIONS WHICH PROVIDE A SUBSTANTIAL AND DOCUMENTED LEVEL OF SERVICE TO MANCHESTER AND AMHERST. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS OR PROVIDE SCHOLARSHIP AID. IT DOES NOT FUND FIELD TRIPS. IT ALSO WILL NOT FUND PROGRAMS OR ACTIVITIES WHICH HAVE ALREADY TAKEN PLACE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN RED CROSS OF NH | |||||
| 2 MAITLAND ST | CONCORD | NH | 03301 | PURCHASE POWER RED BLOOD MACHINE FOR MANCHESTER BLOOD CENTER | $15,622 |
| ANDY'S SUMMER PLAYHOUSE | |||||
| 582 ISAAC FRYE HIGHWAY | WILTON | NH | 03086 | TO SUPPORT TOURING PRODUCTION PERFORMED BY YOUNG ARTISTS FOR YOUNG AUDIENCES - ALL TUITION FREE | $25,000 |
| AVIATION MUSEUM OF NH | |||||
| 27 NAVIGATOR RD | LONDONDERRY | NH | 03053 | TO SUPPORT EDUCATIONAL PROGRAMMING AND OUTREACH TO STUDENTS IN THE MANCHESTER SCHOOL DISTRICT AT MIDDLE AND HIGH SCHOOL LEVEL | $15,570 |
| BEAN ENHANCED EDUCATIONAL FUND | |||||
| PO BOX 326 | MANCHESTER | NH | 03101 | EDUCATION ENHANCEMENT | $10,000 |
| BREAKTHROUGH MANCHESTER | |||||
| 2108 RIVER ROAD | MANCHESTER | NH | 03104 | TO SUPPORT TUITION-FREE COLLEGE ACCESS PROGRAM FOR STUDENTS FROM MANCHESTER FROM TRADITIONALLY UNDERSERVED COMMUNITIES | $25,000 |
| CASA OF NH | |||||
| 138 COOLIDGE AVE | MANCHESTER | NH | 03102 | ADVOCACY FUNDING FOR MANCHESTER CHILDREN REFERRED BY FAMILY COURT | $20,000 |
| CITY OF MANCHESTER | |||||
| 1 CITY HALL PLAZA | MANCHESTER | NH | 03105 | ADDRESS HOMELESSNESS | $15,000 |
| COMMUNITY CAREGIVERS OF DERRY | |||||
| 6 WEST BROADWAY | DERRY | NH | 03038 | FOR MEDICAL EQUIPMENT | $5,000 |
| CONSERVATION LAW FOUNDATION | |||||
| 68 SUMMER ST | BOSTON | MA | 02110 | TO SUPPORT EFFORTS TO ADVANCE ENVIRONMENTAL JUSTICE IN MANCHESTER | $27,500 |
| CURRIER MUSEUM OF ART | |||||
| 150 ASH ST | MANCHESTER | NH | 03104 | TOWARDS RESTORATION OF HISTORIC CHANDLER HOUSE | $30,000 |
| EQUITY LEADERS FELLOWSHIP | |||||
| 128 STATE ROUTE 27 | RAYMOND | NH | 03077 | SUPPORT THE EFFORTS OF EQUITY LEADERS FELLOWSHIP | $10,000 |
| FRIENDS OF AINE | |||||
| 226 COOLIDGE AVE | MANCHESTER | NH | 03102 | RESEARCH AND DEVELOPMENT OF A SCHOOL AND COMMUNITY-BASED GRIEF SUPPORT MODEL | $15,900 |
| FUTURE IN SIGHT | |||||
| 25 WALKER ST | CONCORD | NH | 03301 | COMPREHENSIVE TRAINING, TOOLS AND SUPPORT TO LOW INCOME ADULTS WHO ARE BLIND AND VISUALLY IMPAIRED IN MANCHESTER AND AMHERST | $10,000 |
| GLOBAL CITIZENS CIRCLE | |||||
| 28 MANTER ST | CAPE ELIZABETH | ME | 04107 | PILOT PROGRAM EXPANDING EMERGING LEADERS COLLECTIVE TO INCLUDE BREAKTHROUGH MANCHESTER AND THEIR ALUMNI NETWORK | $5,000 |
| GRANITE STATE INDEPENDENT LIVING | |||||
| 21 CHENELL DRIVE | CONCORD | NH | 03301 | SUPPORT 45 AT-RISK YOUTH THROUGH EDUCATIONAL ENHANCEMENT PROGRAMS | $26,510 |
| GRANITE UNITED WAY | |||||
| 22 CONCORD ST | MANCHESTER | NH | 03101 | MANCHESTER WINTER RELIEF FUND | $18,750 |
| INTERNATIONAL INSTITUTE OF NEW ENGLAND-MANCHESTER | |||||
| 2 BOYLSTON ST 3RD FL | BOSTON | MA | 02116 | TO SUPPORT THE WELCOME, INTEGRATION, AND NATURALIZATION PROGRAMMING FOR REFUGEES AND IMMIGRANTS IN MANCHESTER | $20,000 |
| KIMBALL JENKINS INC | |||||
| 266 NO MAIN STREET | CONCORD | NH | 03301 | SUPPORT A SUMMER PAID INTERNSHIP PROGRAM | $17,874 |
| LIGHT OF LIFE MINISTRIES | |||||
| 247 PEARL ST | MANCHESTER | NH | 03104 | OPERATING FUNDS | $14,000 |
| MANCHESTER HISTORICAL SOCIETY | |||||
| 129 AMHERST ST | MANCHESTER | NH | 03101 | GENERAL PROGRAMMING | $30,000 |
| MANCHESTER POLICE DEPARTMENT | |||||
| 405 VALLEY ST | MANCHESTER | NH | 03103 | HELP SUPPORT THE DOMESTIC VIOLENCE UNIT | $36,000 |
| MANCHESTER PROUD | |||||
| C/O GUW 22 CONCORD ST | MANCHESTER | NH | 03101 | OPERATING FUNDS | $37,500 |
| MILLS FALLS CHARTER SCHOOL | |||||
| 100 WILLIAM LOEB DR | MANCHESTER | NH | 03109 | EXPAND CAPACITY AND REACH OF BEHAVIORAL HEALTH AND WELLNESS PROGRAM/SOCIAL WORKER | $20,000 |
| MY TURN | |||||
| 340 GRANITE ST | MANCHESTER | NH | 03102 | TO SUPPORT HISET PROGRAMS AT ALL 3 HIGH SCHOOLS | $20,000 |
| NH HARM REDUCTION COALITION | |||||
| 1 WASHINGTON ST SUITE 3114 | DOVER | NH | 03821 | PURCHASE OVERDOSE PREVENTION SUPPLIES AND EXPAND ON-SITE WOUND CARE PROGRAM | $15,000 |
| NH HUMANITIES COUNCIL | |||||
| 117 PLEASANT ST | CONCORD | NH | 03301 | TO SUPPORT THE CONNECTIONS PROGRAM TO HELP COMBAT ILLITERACY | $8,000 |
| NORTHEASTERN FAMILY INSTITUTE | |||||
| 40 PARK LANE | CONTOOCOOK | NH | 03229 | TO SUPPORT INDIVIDUALS AT MANCHESTER TRANSITIONAL HOUSING SERVICES BY PROVIDING RESTORATIVE DENTAL SERVICES | $25,000 |
| OPERATION WARM | |||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | PROVIDE 1200 WINTER COATS TO MANCHESTER CHILDREN | $5,000 |
| THE GOOD SAMARITAN NETWORK | |||||
| 811 CANAL ST | MANCHESTER | NH | 03101 | TO SUPPORT THE EXPANSION OF THE RECOVERY FRIENDLY CONGREGATION PROGRAM | $10,500 |
| TOWN OF AMHERST | |||||
| 2 MAIN STREET | AMHERST | NH | 03031 | FUNDING TO EXPAND SHARED-USE TRAIL | $20,000 |
| WAYPOINT NH | |||||
| 464 CHESTNUT ST | MANCHESTER | NH | 03105 | EXPAND OPPORTUNITIES AT THEIR YOUTH DROP-IN CENTER | $20,000 |
| WEBSTER HOUSE | |||||
| 135 WEBSTER ST | MANCHESTER | NH | 03104 | UPGRADE BUILDING ALARM FIRE SYSTEM | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $598,726 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,509 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $439,891 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $219,347 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $676,747 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $676,747 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $12,400 | Amt |
| Net Investment Income | $2,480 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,920 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGILENT TECHNOLOGIES INC | $8,974 | $9,176 |
| AIR LEASE CORP | $8,279 | $8,304 |
| AKAMAI TECHNOLOGIES | $9,547 | $11,362 |
| ALBERMARLE CORP | $6,796 | $5,201 |
| AMERICOLD RLTY TR | $7,148 | $7,567 |
| ANSYS INC | $9,631 | $11,249 |
| APPLIED MATEIALS INC | $5,820 | $7,293 |
| ARROW ELECTR INC | $6,778 | $7,213 |
| BIO RAD LABS INC CL A | $10,541 | $6,458 |
| BROADRIDGE FINANCIAL SOLUTIONS LLC | $5,980 | $8,230 |
| BSTN PPTYS INC | $8,391 | $5,894 |
| CATALENT INC | $10,660 | $6,650 |
| CBRE INC | $12,343 | $12,288 |
| CENCORA INC | $5,888 | $8,420 |
| CHAMPIONX CORPORATION | $4,657 | $4,849 |
| COTERRA ENERGY | $7,056 | $7,503 |
| CSX CORP | $8,690 | $8,633 |
| CUMMINS INC | $5,737 | $6,708 |
| D.R. HORTON INC | $6,436 | $11,854 |
| DARDEN RESTAURANTS, INC. COM. | $8,706 | $10,844 |
| DENTSPLY SIRONA INC | $7,566 | $6,121 |
| DOVER CORP | $8,426 | $8,459 |
| EASTMAN CHEM CO | $7,702 | $7,096 |
| ENTEGRIS INC | $10,371 | $12,461 |
| FLESHARES TR STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FD | $308,379 | $327,902 |
| FLEXSHARE IBOXX 3YR TARGET DUR TIPS ETF | $129,978 | $130,501 |
| GATX CORP | $6,234 | $6,492 |
| GENERAL DYNAMICS CORP | $7,464 | $8,309 |
| GLOBAL PMTS INC | $7,888 | $7,874 |
| HELMERICH & PAYNE INC | $6,084 | $4,672 |
| HEXCEL CORP | $5,213 | $6,416 |
| HOULIHAN LOKEY INC CL A | $7,851 | $9,593 |
| INTERCONTINENTALEXCHAGE INC | $10,298 | $10,146 |
| ISHARES RUSSELL 2000 ETF | $359,283 | $440,558 |
| ISHARES US AGGREGATE BOND ETF | $2,204,925 | $2,086,433 |
| KEYCORP | $9,649 | $6,768 |
| KEYSIGHT TECHNOLOGIES, INC | $9,950 | $10,182 |
| LABORATORY CORP AMER HOLDINGS | $8,088 | $8,182 |
| LUMEN TECHNOLOGIES INC | $9,918 | $5,871 |
| MASCO CORP | $9,847 | $11,855 |
| MFB NORTHERN EQUITY INDEX FUNDS INTL | $1,900,000 | $2,121,180 |
| MFC ISHARES INC MSCI EMERGING MKTS EX CHINA | $401,065 | $437,905 |
| MURPHY OIL CORP | $4,479 | $4,563 |
| NORTHERN FUNDS EMERGING MARKETS EQUITY INDEX | $412,735 | $422,093 |
| PACKAGING CORP OF AMERICA | $5,622 | $6,028 |
| PROGRESSIVE CORP | $6,216 | $9,398 |
| RAYMOND JAMES FINANCIAL | $8,768 | $9,477 |
| REINSURANCE GROUP AMER INC | $7,133 | $9,707 |
| RENAISSANCE GROUP AMER HLDGS LTD | $5,911 | $7,840 |
| REPUBLIC SERVICES INC | $10,895 | $14,017 |
| SBA COMMUNICATIONS CORP NEW CL A | $8,656 | $7,864 |
| SCOTTS MIRACLE-GRO CL A | $9,955 | $6,758 |
| SEALED AIR CORP. NEW | $9,792 | $5,588 |
| SENASTA TECHN HLDGS PLLC | $9,326 | $6,950 |
| SKYWORKS SOLUTIONS INC | $9,386 | $7,869 |
| SNAP ON INC | $6,610 | $9,243 |
| SPDR INDEX SHS FDS S&P GLOBAL NAT RES ETF | $772,734 | $786,302 |
| SPIRIT AEROSYSTEMS HOLDINGS INC | $9,349 | $9,280 |
| STERICYCLE INC | $5,679 | $4,857 |
| STIFEL FINANCIAL CORP | $8,148 | $8,160 |
| SYNOPSIS INC | $7,413 | $12,873 |
| SYSCO CORPORATION | $7,449 | $6,655 |
| TJX HOLDINGS INC | $4,717 | $6,942 |
| ULTA BEAUTY INC | $6,733 | $7,840 |
| WEC ENERGY GROUP INC | $7,113 | $6,481 |
| WOODWARD INC | $6,945 | $7,759 |
| NORTHRN FUND STOCK INDEX | $3,317,595 | $3,823,991 |
| NORTHERN INSTL FDS TREA PORTFOLIO PREMIER | $144,971 | $144,971 |
| BLACKROCK FUNDS VHIGH YLD BOND | $1,665,950 | $1,586,965 |
| NORTHRN FND GLOBAL REAL EST INDX FND | $318,340 | $320,292 |
| AMOSKEAG INDUSTRIES, INC 100 SHS | $2,250 | $7,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NOTE RECEIVABLE NH COMMUNITY LOAN | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Revenue And Expenses Per Books | $4,456 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $891 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,565 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT MANAGER AND EXPENSES | $41,051 | $8,210 | $0 | $32,841 |
| MCLANE MIDDLETON PA | $24,637 | $4,927 | $0 | $19,710 |
| INVESTMENT MANAGEMENT FEES | $63,141 | $47,356 | $47,356 | $15,785 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $11,826 | Amt |
| Net Investment Income | $11,826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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