NORWIN S & ELIZABETH N BEAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NORWIN S & ELIZABETH N BEAN FOUNDATION (EIN 02-6013381)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349102614
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T11:28:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020400031 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VACHON CLUKAY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 608 CHESTNUT ST | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | PO BOX 326 | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 031050326 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN F DINKEL | PersonNm |
| Person Title | SENIOR TRUSTEE | PersonTitleTxt |
| Phone | 6036256464 | PhoneNum |
| Signature | 2022-11-07 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | DINKEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY G BOISVERT | PreparerPersonNm |
| PTIN | P01695727 | PTIN |
| Phone | 6036227070 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,362,313 | 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 | $7,521 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,521 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,521 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $331,546 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $331,546 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $331,546 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,181,170 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,580,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $989,259 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,334 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,520,237 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,328,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $361,401 | 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 Dsbrs Chrtbl | $8,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,795 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,180 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $133,136 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $61,349 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $65,120 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,971 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $223 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $891 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,415 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,483 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,931 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $170,388 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,065 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $61,572 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $87,922 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $579,618 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $579,618 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $750,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,065 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $61,572 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $667,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $770,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,242,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $299,829 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $95,377 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,378 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,378 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,447,094 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,112,270 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,167,935 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Total Assets BOY | $12,792,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,556,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,362,313 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $12,792,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,556,648 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,792,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,556,648 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,792,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,556,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,792,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $770,231 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,562,702 | SubtotalAmt |
| Other Decreases | $6,054 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,556,648 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST - 721571- LT | P | $4,136,569 | $3,301,021 | $835,548 | $835,548 |
| NORTHERN TRUST - 94041 - ST | P | $72,588 | $50,254 | $22,334 | $22,334 |
| NORTHERN TRUST - 91041- LT | P | $24,713 | $13,912 | $10,801 | $10,801 |
| NT FUNDS GLOBAL RE INDEX FUND | P | $427,718 | $488,620 | -$60,902 | -$60,902 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $989,259 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,334 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,267 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,267 | SubtotalAmt |
| Tax Based On Investment Income | $17,267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,751 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,351 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,916 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BEANFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THOMAS J DONOVAN | IndividualWithBooksNm |
| Phone | 6036256464 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 ELM STREET | AddressLine1Txt |
| City | MANCHESTER | CityNm |
| Country | NH | CountryCd |
| Foreign Postal | 03105-0326 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 | ||||||||
| 3 BELDENS MILL LANE | AMHERST | NH | 03031 | SENIOR TRUST | 8.00 | $0 | $0 | $0 |
| THOMAS J DONOVAN | ||||||||
| 875 ELM ST | MANCHESTER | NH | 03101 | SENIOR TRUST | 8.00 | $2,500 | $0 | $0 |
| MICHAEL DELANEY | ||||||||
| 376 NORTH BEND DRIVE | MANCHESTER | NH | 03104 | TERM TRUSTEE | 4.00 | $2,500 | $0 | $0 |
| KATY EASTERLY-MARTEY | ||||||||
| 94 RAY STREET | MANCHESTER | NH | 03104 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| ROBERT HEATON | ||||||||
| 8 DODGE ROAD | AMHERST | NH | 03031 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| KRISTEN MCCRACKEN | ||||||||
| 8 JOHN GOFFE DRIVE | BEDFORD | NH | 03110 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| MARIA MONGAN | ||||||||
| 415 N BEND DRIVE | MANCCHESTER | NH | 03104 | TERM TRUSTEE | 4.00 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,695,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,090,411 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $15,090,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $226,356 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,864,055 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $743,203 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $743,203 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,267 | TotalTaxAmt |
| Distributable Before Adj | $725,936 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $725,936 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $725,936 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $667,540 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $667,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $725,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $496,253 | UndistributedIncomePYAmt |
| Qualifying Distributions | $667,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $496,253 | AppliedToYear1Amt |
| Applied To Current Year | $171,287 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $554,649 | UndistributedIncomeCYAmt |
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 | APPLICATION DEADLINE (POSTMARKED BY) GRANTMAKING MEETING DECEMBER 1 FEBRUARY APRIL 1 JUNE SEPTEMBER | 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 ALSO WILL NOT FUND PROGRAMS OR ACTIVITIES WHICH HAVE ALREADY TAKEN PLACE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMHERST PARKS RECREATION | |||||
| 4 CROSS ROAD | AMHERST | NH | 03031 | RECONSTRUCTING CLUBHOUSE | $40,000 |
| QUEEN CITY BICYCLE COLLABORATIVE | |||||
| 84 CLARKE STREET | MANCHESTER | NH | 03104 | SPACE AND STAFF EXPANSION | $27,500 |
| CONSERVATION LAW FOUNDATION | |||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | EXPAND ENVIRONMENTAL JUSTICE | $20,000 |
| ADDICTION RECOVERY COALITION OF NH | |||||
| 180 ELM STREET SUITE E | MILFORD | NH | 03055 | COACHING PROGRAM | $20,000 |
| AMERICAN RED CROSS OF NH | |||||
| 2 MAITLAND STREET | CONCORD | NH | 03301 | BLOOD SAVES LIVES PROGRAM | $10,000 |
| AMOSKEAG HEALTH | |||||
| 145 HOLLIS STREET | MANCHESTER | NH | 03101 | EYE CARE EXPANSION PROJECT | $25,000 |
| BC IN NEW HAMPSHIRE | |||||
| 540 CHESTNUT STREET | MANCHESTER | NH | 03104 | PT CASE MANAGER | $18,500 |
| BEAVER BROOK ASSOCIATION | |||||
| 117 RIDGE ROAD | HOLLIS | NH | 03049 | ACCESSIBLE TRAIL DEVELOPMENT | $5,000 |
| BEST BUDDIES | |||||
| 64 N MAIN STREET | CONCORD | NH | 03301 | EXPAND MISSION | $5,000 |
| BIG BROTHERS BIG SISTERS OF NH | |||||
| 3 PORTSMOUTH AVE | STRATHAM | NH | 03885 | VOLUNTEER RECRUITEMENT | $15,000 |
| BOYS AND GIRLS CLUB OF NH | |||||
| 555 UNION STREET | MANCHESTER | NH | 03104 | NEW LEARNING CENTER | $40,000 |
| BOYS AND GIRLS CLUB OF NH | |||||
| 555 UNION STREET | MANCHESTER | NH | 03104 | MULTI TENANT COMMUNITY CTR | $25,000 |
| BRINGIT | |||||
| 112 RESERVOIR AVE | MANCHESTER | NH | 03109 | FUNDING REMOTE ACADEMIC SUPPORT | $10,000 |
| CONGREGATIONAL CHURCH OF AMHERST | |||||
| 21 TRAILSIDE DRIVE | AMHERST | NH | 03031 | WINDOW REPAIR IN VESTRY | $18,520 |
| CURRIER MUSEUM OF ART | |||||
| 150 ASH STREET | MANCHESTER | NH | 03104 | TEEN INTERN PROGRAM | $5,000 |
| EXPONENT PHILANTHROPY | |||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | MEMBERSHIP RENEWAL | $1,560 |
| FRIENDS OF AINE | |||||
| 15 NORMAND CIRCLE | BEDFORD | NH | 03110 | GRIEF BACKPACK INITIATIVE | $10,000 |
| FUTURE IN SIGHT | |||||
| 25 WALKER STREET | CONCORD | NH | 03301 | LIVING WELL WITH VISION PRGM | $15,000 |
| GRANITE UNITED WAY | |||||
| 22 CONCORD STREET 2 | MANCHESTER | NH | 03101 | YOUTH ENRICHMENT PGM | $50,000 |
| LIGHT OF LIFE MINISTRIES | |||||
| 247 PEARL STREET | MANCHESTER | NH | 03104 | CEO SALARY SUPPORT | $10,000 |
| LIGHT OF LIFE MINISTRIES | |||||
| 247 PEARL STREET | MANCHESTER | NH | 03104 | SUPPORT OPERATING EXPENSES | $12,500 |
| MANCHESTER COMM ACTION COALITION | |||||
| 72 COMCORD STREET | MANCHESTER | NH | 03101 | SUSTAIN PROGRAM GROWTH | $15,000 |
| MANCHESTER HISTORIC ASSOCIATION | |||||
| 129 AMHERST STREET | MANCHESTER | NH | 03101 | REPLACE DISPLAY CASES | $15,000 |
| MAYHEW PROGRAM | |||||
| PO BOX 120 | BRISTOL | NH | 03222 | ACEDEMIC & EMOTIONAL SUPPORT | $10,000 |
| NEW LIFE MINISTRIES OF NE | |||||
| 782 RIVER ROAD | MANCHESTER | NH | 03104 | TABLES AND CHAIRS FOR GATHERINGS | $5,000 |
| NH CTR FOR NON-PROFITS | |||||
| 194 PLEASANT STREET 14 | CONCORD | NH | 03301 | MEMBERSHIP | $390 |
| NH HUMANITIES | |||||
| 117 PLEASANT STREET | CONCORD | NH | 03301 | CONNECTIONS PROGRAM | $6,000 |
| OPERATION WARM | |||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | WINTER COATS FOR CHILDREN | $5,000 |
| PASTORAL COUNSELING SERVICES | |||||
| 2013 ELM STREET | MANCHESTER | NH | 03104 | LAPTOPS FOR STAFF | $12,200 |
| SEE SCIENCE CENTER | |||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | SPACE IMPROVEMENTS | $22,448 |
| WAYPOINT NH | |||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03101 | EMERGENCY SHELTER | $50,000 |
| WEBSTER HOUSE | |||||
| 135 WEBSTER STREET | MANCHETSTER | NH | 03104 | FUND ACCREDITATION | $20,000 |
| THE NATURE CONSERVATORY | |||||
| 22 BRIDGE STREET | CONCORD | NH | 03301 | ACCESSIBLE TRAIL | $15,000 |
| BREAKTHROUGH MANCHESTER | |||||
| 2108 RIVER ROAD | MANCHESTER | NH | 03104 | SUPPORT SUMMER STUDENTS | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $579,618 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,521 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,098 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,448 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,181,170 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $329,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,190,618 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,520,237 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VACHON CLUKAY & CO PC | CategoryTxt |
| Amt | $8,975 | Amt |
| Net Investment Income | $1,795 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,180 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| NORTHERN TRUST - 721571 - ST | PURCHASE | $1,511,251 | $1,393,904 | $117,347 |
| NORTHERN TRUST - 91042 - ST | PURCHASE | $109,236 | $84,501 | $24,735 |
| NORTHERN TRUST - 91042 - LT | PURCHASE | $116,507 | $66,678 | $49,829 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (128 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVISION BLIZZARD INC. | $9,615 | $8,649 |
| AGILENT TECHNOLOGIES INC | $7,764 | $14,688 |
| AGILYSIS INC | $4,041 | $4,357 |
| AIR LEASE CORP | $7,225 | $9,465 |
| AKAMAI TECHNOLOGIES | $8,524 | $9,363 |
| ALAMO GROUP INC | $3,308 | $3,238 |
| ALBERMARLE CORP | $4,156 | $14,260 |
| AMERICAN ASSETS TR INC | $3,281 | $3,603 |
| AMERICOLD RLTY TR | $10,460 | $10,263 |
| AMERISOURCEBERGEN CORP | $5,167 | $7,309 |
| ANSYS INC | $11,456 | $16,847 |
| APPLIED MATEIALS INC | $4,913 | $13,061 |
| ARCOSA, INC | $4,420 | $3,900 |
| ARROW ELECTR INC | $6,992 | $11,682 |
| AXONICS | $3,561 | $3,360 |
| BEACON ROOFING SUPPLY INC | $3,522 | $5,678 |
| BELDEN INC | $5,301 | $5,981 |
| BIO RAD LABS INC CL A | $8,727 | $13,600 |
| BLACK KNIGHT INC | $8,522 | $9,449 |
| BROADRIDGE FINANCIAL SOLUTIONS LLC | $9,283 | $10,055 |
| BSTN PPTYS INC | $7,601 | $9,675 |
| CALIFORNIA WTR SVC GROUP | $2,796 | $4,096 |
| CAREDX INC | $2,938 | $4,230 |
| CBIZ INC | $3,868 | $6,220 |
| CBRE INC | $7,773 | $19,966 |
| CDK GLOBAL | $11,710 | $9,225 |
| CENTRAL PAC FINL CORP NEW | $2,892 | $4,338 |
| CHILDRENS PLACE INC NEW | $3,093 | $4,123 |
| CMC MATERIALS | $11,718 | $15,910 |
| CONTINENTAL RESOURCES | $4,168 | $12,130 |
| COTERRA ENERGY | $4,569 | $12,122 |
| CRYOPORT INC | $12,651 | $12,662 |
| CSX CORP | $6,734 | $10,904 |
| CUMMINS INC | $6,336 | $8,507 |
| D.R. HORTON INC | $10,048 | $20,497 |
| DARDEN RESTAURANTS, INC. COM. | $8,253 | $15,667 |
| DENTSPLY SIRONA INC | $6,321 | $8,034 |
| DESCARTES SYS GRP INC | $3,956 | $6,780 |
| DOVER CORP | $5,321 | $10,533 |
| DYCOM INDS INC | $3,788 | $4,125 |
| EASTMAN CHEM CO | $4,608 | $8,343 |
| EVERCORE INC | $3,508 | $6,521 |
| FLEX MORNINGSTAR GLOBAL UPSTREAM ETF | $882,954 | $1,072,154 |
| FLOUR CORPORATION | $5,362 | $5,796 |
| GATX CORP | $4,785 | $7,918 |
| GENERAL DYNAMICS CORP | $6,464 | $9,173 |
| GLOBAL PMTS INC | $12,599 | $9,463 |
| GOOSEHEAD INS INC CL A | $4,312 | $6,764 |
| GREEN DOT CORP | $4,861 | $3,878 |
| GRID DYNAMIC HOLDINGS INC | $5,880 | $10,632 |
| H&E EQUIPMENT SVCS INC | $4,112 | $8,013 |
| HAIN CELESTIAL GROUP INC | $5,340 | $5,411 |
| HALOZYME THERAPUTICS INC | $4,154 | $6,554 |
| HEALTHSTREAM INC | $4,142 | $4,376 |
| HELMERICH & PAYNE INC | $4,424 | $3,460 |
| HERITAGE COMM CORP | $3,381 | $3,510 |
| HILTON GRAND VACATIONS INC | $3,712 | $8,129 |
| HOULIHAN LOKEY INC CL A | $6,420 | $10,663 |
| INSPIRE MED SYS INC | $2,075 | $5,291 |
| INTER PERFUMS INC | $4,865 | $9,728 |
| INTERCONTINENTALEXCHAGE INC | $10,222 | $14,908 |
| ISHARES US AGGREGATE BOND ETF | $2,034,714 | $1,997,541 |
| KEYCORP | $6,549 | $11,010 |
| KEYSIGHT TECHNOLOGIES, INC | $10,398 | $20,238 |
| KRATOS DEFENSE & SECY SOLUTIONS INC | $3,918 | $4,598 |
| LABORATORY CORP AMER HOLDINGS | $5,575 | $10,055 |
| LIONS GATE ENTMT CORP | $3,847 | $6,256 |
| LIVENT CORP | $2,785 | $6,656 |
| LIVEPERSON INC | $4,638 | $5,501 |
| MARTEN TRANS LTD | $3,106 | $3,226 |
| MASCO CORP | $8,118 | $12,499 |
| MATERION CORP | $3,197 | $5,332 |
| MEDNAX CORP | $3,330 | $3,483 |
| METHANEX CORP | $3,797 | $6,012 |
| MONTROSE ENVIRON GROUP | $5,562 | $7,474 |
| NATIONAL BANK HOLDINGS CORP | $3,376 | $4,701 |
| NEOGENOMICS INC | $4,117 | $4,845 |
| OLIN CORPORATION | $4,155 | $11,504 |
| OPTIMIZERX CORP | $3,456 | $2,919 |
| PACKAGING CORP OF AMERICA | $4,947 | $7,080 |
| PAR TECHNOLOGIES | $5,891 | $4,538 |
| PROGRESSIVE CORP | $9,084 | $12,318 |
| RANPAK HLDGS CORP CL A | $4,750 | $7,103 |
| RAYMOND JAMES FINANCIAL | $5,901 | $12,851 |
| REINSURANCE GROUP AMER INC | $5,025 | $6,241 |
| RENAISSANCE GROUP AMER HLDGS LTD | $9,233 | $9,313 |
| REPUBLIC SERVICES INC | $10,889 | $18,129 |
| RETAIL OPPORTUNITY INVTS GRP | $3,755 | $5,586 |
| SAIA INC | $2,976 | $8,089 |
| SBA COMMUNICATIONS CORP NEW CL A | $8,010 | $10,893 |
| SCOTTS MIRACLE-GRO CL A | $6,922 | $7,728 |
| SEALED AIR CORP. NEW | $6,484 | $12,482 |
| SENASTA TECHN HLDGS PLLC | $8,633 | $12,955 |
| SIGNET JEWELERS LTD | $4,090 | $11,139 |
| SILK RD MED INC | $4,298 | $2,940 |
| SITEONE LANDSCPE SUPPLY INC | $1,704 | $3,634 |
| SKYWEST INC | $4,360 | $3,969 |
| SKYWORKS SOLUTIONS INC | $11,523 | $15,049 |
| SNAP ON INC | $5,940 | $9,477 |
| SPROUT SOCIAL INC CL A | $3,919 | $6,167 |
| STERICYCLE INC | $7,177 | $8,111 |
| STIFEL FINANCIAL CORP | $5,389 | $11,760 |
| SYENOS HEALTH INC | $6,275 | $10,884 |
| SYNOPSIS INC | $6,219 | $13,635 |
| SYSCO CORPORATION | $5,876 | $8,483 |
| TERRENO REALTY CORP | $3,359 | $5,117 |
| TJX HOLDINGS INC | $5,402 | $7,971 |
| TRONOX HOLDINGS PLLC | $3,372 | $3,965 |
| TTEC HOLDINGS | $3,131 | $5,886 |
| UNIVAR SOLUTIONS | $4,747 | $4,990 |
| VERACYTE INC | $3,541 | $4,944 |
| VICOR CORP | $3,665 | $7,365 |
| VISTEON CORP | $6,444 | $7,891 |
| VIZIO HOLDINGS CORP CL A | $5,162 | $3,905 |
| WEC ENERGY GROUP INC | $7,741 | $8,639 |
| WOODWARD INC | $5,148 | $8,757 |
| WW INTL INC | $3,850 | $2,419 |
| XILINX CORP | $5,692 | $12,934 |
| NORTHRN FUND STOCK INDEX | $2,629,484 | $3,609,990 |
| VANGUARD DEVELOPED MKT INDX FND | $2,048,280 | $2,071,776 |
| BLACKROCK FUNDS VHIGH YLD BOND | $1,569,870 | $1,610,156 |
| NORTHRN FND GLOBAL REAL EST INDX FND | $1,021,542 | $1,221,093 |
| AMOSKEAG INDUSTRIES, INC 100 SHS | $2,250 | $7,000 |
| MFS INSTITUTIONAL EQUITY FUND | $1,056,909 | $1,333,422 |
| AIM INVT FDS | $1,203,821 | $1,266,074 |
| NORTHERN TRUST - MAIN | ||
| NTC - EARNEST | ||
| NTC GRANITE |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ADJUSTMENT | Desc |
| Amt | $6,054 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OTHER EXPENSES | $7,415 | $1,483 | $5,931 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| MCLANE, GRAF, RAULERSON & MIDDLE | $27,077 | $5,415 | $21,662 | |
| GRANT MANAGER & EXPENSES | $24,260 | $4,852 | $19,408 | |
| NORTHERN TRUST MGMT FEES | $81,799 | $61,349 | $24,050 | $61,349 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $1,114 | $223 | $223 | $891 |
| FOREIGN TAX ON DIVIDENDS | $8,748 | $8,748 |
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