BIBER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2020-04-01 to 2021-03-31
- Filed
- 2021-07-13
- IRS object ID
- 202111949349100656
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-13T14:54:12-05:00 | ReturnTs |
| Tax Period End | 2021-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041378465 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOODWIN PROCTER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043424945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BIBER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIBE | BusinessNameControlTxt |
| Phone | 6175701787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER 100 NORTHERN AVENUE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN L ABBOTT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701787 | PhoneNum |
| Signature | 2021-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | ABBOTT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701667 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,276,770 | 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 | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $123,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,854 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,302 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,351,212 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,302 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $183 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $421,397 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $421,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,925 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,963 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $28,740 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $28,740 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,530 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $129 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $129 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,363 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $60,361 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $258,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $258,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $60,361 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $287,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $360,853 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $692,547 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $692,589 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,203,760 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $753,027 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $774,302 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,146,657 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,042,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,741,495 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $69,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $31,904 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,384 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,450,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,520,459 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,276,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,450,425 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,520,459 | 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 | $3,450,425 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,520,459 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,450,425 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,520,459 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,450,425 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,520,459 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,520,459 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| AMERICAN CAP WORLD BD A CAPITAL GAIN DISTRIBUTION | P | 2020-06-22 | $77 | $77 | ||
| AMERICAN CAP WORLD BD A CAPITAL GAIN DISTRIBUTION | P | 2020-12-22 | $1,793 | $1,793 | ||
| AMERICAN CAP WORLD BD A CAPITAL GAIN DISTRIBUTION | P | 2020-12-22 | $165 | $165 | ||
| 40,000 US TREAS NTS 2.625% 11/15/20 | P | 2020-04-16 | $513 | $513 | $40,525 | $40,012 |
| 75,000 US TREAS NTS 2.625% 11/15/20 | P | 2020-06-05 | $0 | $0 | $75,703 | $75,703 |
| 600 SHS SCHLUMBERGER LTD | P | 2020-06-18 | -$25,882 | -$25,882 | $11,826 | $37,708 |
| 1200 SHS WALGREENS BOOTS ALLIANCE INC | P | 2020-06-18 | $12,406 | $12,406 | $50,619 | $38,213 |
| 600 SHS CARRIER GLOBAL CORP | P | 2020-07-30 | $9,959 | $9,959 | $15,488 | $5,529 |
| 300 SHS OTIS WORLDWIDE CORP | P | 2020-07-30 | $9,911 | $9,911 | $18,181 | $8,270 |
| 600 SHS 3M CO | P | 2020-07-30 | $39,997 | $39,997 | $93,284 | $53,287 |
| 300 SHS CHEVRON CORP | P | 2020-07-30 | $7,268 | $7,268 | $26,702 | $19,434 |
| 1500 SHS CORNING INC | P | 2020-07-30 | $17,969 | $17,969 | $45,014 | $27,045 |
| 600 SHS EXXON MOBIL CORP | P | 2020-07-30 | -$14,803 | -$14,803 | $26,177 | $40,980 |
| 900 SHS SYSCO CORP | P | 2020-07-30 | $21,454 | $21,454 | $48,043 | $26,589 |
| 250 SHS CANADIAN PACIFIC RAILWAY | P | 2020-07-30 | $59,332 | $59,332 | $68,597 | $9,265 |
| 50,000 US TREAS BILLS 1/28/21 | P | 2020-09-09 | -$13 | -$13 | $49,973 | $49,986 |
| 85,000 US TREAS NTS 2.625% 11/15/20 | P | 2020-11-16 | $0 | $0 | $85,000 | $85,000 |
| 150,000 US TREAS NTS 1.625% 11/30/20 | P | 2020-11-30 | $0 | $0 | $150,000 | $150,000 |
| 100,000 US TREAS NTS 2.000% 11/30/20 | P | 2020-11-30 | $0 | $0 | $100,000 | $100,000 |
| 75,000 US TREAS BILLS 1/28/21 | P | 2021-01-28 | -$21 | -$21 | $74,979 | $75,000 |
| 2270 UNITS CAPITAL WORLD GROWTH & INCOME FD | P | 2021-01-28 | $65,089 | $65,089 | $135,791 | $70,702 |
| 900 SHS UNILEVER PLC | P | 2021-01-29 | $27,191 | $27,191 | $53,678 | $26,487 |
| 300 SHS ANALOG DEVICES INC | P | 2021-01-29 | $23,185 | $23,185 | $44,861 | $21,676 |
| 300 CHEVRON CORP | P | 2021-01-29 | $7,262 | $7,262 | $26,696 | $19,434 |
| 600 SHS EXXON MOBIL CORP | P | 2021-01-29 | -$11,296 | -$11,296 | $27,438 | $38,734 |
| 700 SHS STATE STREET CORP | P | 2021-01-29 | $16,038 | $16,038 | $49,223 | $33,185 |
| 100 SHS CANADIAN PACIFIC RAILWAY | P | 2021-01-29 | $29,708 | $29,708 | $33,414 | $3,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,302 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,016 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,016 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,016 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,424 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,424 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,592 | TaxDueAmt |
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 | MA | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN L ABBOTT ESQ | IndividualWithBooksNm |
| Phone | 6175701787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP 100 NORTHERN | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| JAMES M HALEPIS | |||||||||
| 30 TRUNDY ROAD | CAPE ELIZABETH | ME | 04108 | CO-TRUSTEE | 1.00 | $18,614 | $0 | $0 | |
| W ALAN HARDING | |||||||||
| 323 HAINES HILL ROAD | WOLFEBORO | NH | 03894 | CO-TRUSTEE | 1.00 | $16,988 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP 100 | BOSTON | MA | 02210 | CO-TRUSTEE | 1.00 | $24,323 | $0 | $0 | NORTHERN AVENUE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $28,740 | $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 | $5,565,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $283,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,849,226 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,849,226 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,738 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,761,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $288,074 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $288,074 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,016 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,016 | TotalTaxAmt |
| Distributable Before Adj | $283,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,058 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $287,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $287,963 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $287,963 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $5,612 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,734 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,346 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $287,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,905 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,251 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,251 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,612 | ExcessFromYear2Amt |
| Excess From Year1 | $10,734 | ExcessFromYear1Amt |
| Excess From Current Year | $4,905 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ESPLANADE ASSOC | |||||||
| TEN DERNE STREET | BOSTON | MA | 02114 | NONE | PC | SUPPORT CURRENT PROGRAMS | $10,000 |
| FLEUR DE LIS CAMP INC | |||||||
| 120 HOWEVILLE RD | FITZWILLIAM | NH | 03447 | NONE | PC | SUPPORT CURRENT PROGRAMS | $25,000 |
| GALA GLOBAL AWARENESS LOCAL ACTION | |||||||
| PO BOX 2267 | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $100,000 |
| LAKES REGION HUMANE SOCIETY | |||||||
| PO BOX 655 | OSSIPEE | NH | 03864 | NONE | PC | SUPPORT CURRENT PROGRAMS | $20,000 |
| LIFE MINISTRIES | |||||||
| PO BOX 476 | WOLFEBORO | NH | 03896 | NONE | PC | SUPPORT CURRENT YEAR PROGRAMS | $50,000 |
| WILLIAM LAWRENCE CAMP INC | |||||||
| 139 FEDERAL CORNER RD | TUFTONBORO | NH | 03816 | NONE | SUPPORT FOR MODERN HEATING SYSTEM | $25,000 | |
| WOLFEBORO AREA RECREATION ASSOCIATION (WARA) | |||||||
| 15 NORTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PC | FRIENDS OF THE DOG PARK AT THE NICK - PREPARING, GRADING, FENCING,INSTALLING A DOG DRINKING FOUNTAIN | $10,000 |
| WRIGHT MUSEUM | |||||||
| 77 CENTER STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $258,000 | 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 | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,302 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AURORA NATIONAL LIFE INS | Desc |
| Exclusion | $183 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $421,397 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $421,397 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (41 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS ABBVIE INC | $23,518 | $108,220 |
| 1000 SHS STRYKER CORP | $56,367 | $243,580 |
| 110 SHS ALPHABET INC CL C | $78,030 | $227,549 |
| 2200 MCCORMICK & CO INC | $75,002 | $196,152 |
| 1200 SHS AMERICAN WATER WORKS CO INC | $30,680 | $179,904 |
| 1200 SHS MEDTRONIC INC | $90,138 | $141,756 |
| 1200 SHS SOUTHERN CO | $38,772 | $74,592 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $150,766 |
| 1400 SHS MERCK & CO | $47,559 | $107,926 |
| 1400 SHS NOVO NORDISK | $62,257 | $94,388 |
| 1500 SHS JOHNSON & JOHNSON | $113,902 | $246,525 |
| 1800 SHS MICROSOFT CORP | $45,163 | $424,386 |
| 900 SHS UNILEVER PLC SPONS ADR | $24,302 | $50,247 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $103,420 |
| 2000 SHS FASTENAL CO | $40,280 | $100,560 |
| 2000 SHS VERIZON COMM | $74,697 | $116,300 |
| 2500 SHS AT&T INC | $73,199 | $75,675 |
| 1200 SHS APPLE INC | $29,112 | $146,580 |
| 300 SHS QUALCOMM INC | $18,762 | $39,777 |
| 5000 SHS KINDER MORGAN INC | $89,947 | $83,250 |
| 999.815 SHS CAPITAL WORLD GROWTH & INC FUND | $28,485 | $61,779 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $102,188 |
| 400 SHS CATERPILLAR INC | $20,735 | $92,748 |
| 400 SHS DISNEY WALT CO | $54,856 | $73,808 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $67,996 |
| 500 SHS ECOLAB INC | $79,526 | $107,035 |
| 600 SHS ALCON INC | $28,411 | $42,108 |
| 7229.2960 SHS AMERICAN CAPITAL WORLD BOND FD | $137,826 | $147,911 |
| 3200 SHS NEXTERA ENERGY INC | $45,496 | $241,952 |
| 800 SHS PEPSICO INC | $45,197 | $113,160 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $108,344 |
| 900 SHS ANALOG DEVICES INC | $43,352 | $93,048 |
| 900 SHS AUTOMATIC DATA PROCESSING | $28,247 | $169,623 |
| 150 SHS ACCENTURE PLC CL A | $33,534 | $41,438 |
| 300 SHS FISERV INC | $30,985 | $35,712 |
| 1000 SHS CVS HEALTH CORP | $65,352 | $75,230 |
| 175 SHS GLOBAL PAYMENTS INC | $31,377 | $35,276 |
| 100 SHS INTUIT INC | $29,695 | $38,306 |
| 175 IQVIA HOLDINGS INC | $30,404 | $33,800 |
| 200 SHS MASTERCARD INC CL A | $61,844 | $71,210 |
| 1000 SHS RAYTHEON TECHNOLOGIES CORP | $42,357 | $77,270 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $753,027 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $774,302 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 800 SHS NOVARTIS AG SPONS ADR | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $31,904 | BookValueAmt |
| EOYFMV | $68,384 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $28,740 | LegalFeesAmt |
| Net Investment Income | $28,740 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE FORM PC | $70 | $70 | $0 |
| ADR FEES | $59 | $59 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AURORA NATIONAL LIFE INS | Desc |
| Revenue And Expenses Per Books | $183 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $183 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,530 | $1,530 | $0 |
| EXCISE TAX | $3,039 | $0 | $0 |