NORWIN S & ELIZABETH N BEAN FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- NORWIN S & ELIZABETH N BEAN FOUNDATION (EIN 02-6013381)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102486
- Schema version
- 2018v3.1
- 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
- Gain Loss Sale Other Assets Sch
- 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 | 2019-11-14T14:46:22-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-13 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY G BOISVERT | PreparerPersonNm |
| PTIN | P01695727 | PTIN |
| Phone | 6036227070 | PhoneNum |
| Preparation | 2019-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.162.187.145 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 14:46:22 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99FE802A0EA7C39E36E51F50F47AED7E2D3A0280 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 99FE802A0EA7C39E36E51F50F47AED7E2D3A0280 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,207,945 | 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 | $14,745 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,745 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,745 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $349,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $349,398 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $349,398 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $675,054 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,022,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $187,476 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,039,197 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $551,619 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $364,143 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,375 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,275 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,600 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,898 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,775 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $51,539 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $66,123 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,877 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,877 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $7,508 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,318 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $169,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $53,416 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,649 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $578,712 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $578,712 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $748,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $53,416 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $676,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $291,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $479,963 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $310,727 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $214,560 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $208,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $208,096 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,642,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,939,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,999,849 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Total Assets BOY | $12,106,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,397,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,207,945 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,106,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,397,980 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,106,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,397,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,106,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,397,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,106,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $291,180 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,397,980 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,397,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $187,476 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $695,489 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,588,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051181 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $663,864 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,036,538 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055154 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $632,108 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,567,167 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050298 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $596,332 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,868,698 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046340 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $609,832 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,197,538 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046208 | DistributionYr5Rt |
| Total Distribution | 0.249181 | TotalDistributionRt |
| Average Distribution | 0.049836 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,092,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $652,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,800 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $657,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $676,361 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,800 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,800 | SubtotalAmt |
| Tax Based On Investment Income | $4,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,447 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $10,447 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,647 | OverpaymentAmt |
| Applied To ES Tax | $5,647 | AppliedToESTaxAmt |
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 | 000.00 | $0 | $0 | $0 |
| THOMAS J DONOVAN | ||||||||
| 900 ELM ST | MANCHESTER | NH | 03101 | SENIOR TRUST | 000.00 | $2,500 | $0 | $0 |
| ANNA THOMAS | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TRUSTEE/BOAR | 000.00 | $2,500 | $0 | $0 |
| DAVID CHEN | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TERM TRUSTEE | 000.00 | $1,500 | $0 | $0 |
| LESLEE STEWART | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TERM TRUSTEE | 000.00 | $1,875 | $0 | $0 |
| MARIA MONGAN | ||||||||
| 415 N BEND DRIVE | MANCCHESTER | NH | 03104 | TERM TRUSTEE | 000.00 | $1,500 | $0 | $0 |
| MICHAEL DELANEY | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TERM TRUSTEE | 000.00 | $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 | $12,830,976 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $211,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,292,303 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,292,303 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,092,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $654,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $654,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,800 | TotalTaxAmt |
| Distributable Before Adj | $649,846 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $649,846 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $649,846 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $676,361 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $676,361 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,800 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $671,561 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $649,846 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $460,344 | UndistributedIncomePYAmt |
| Qualifying Distributions | $676,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $460,344 | AppliedToYear1Amt |
| Applied To Current Year | $216,017 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $433,829 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HIGHLAND GOFFS FALLS PTA | |||||
| 1 BEATRICE LAWRENCE DR | MANCHESTER | NH | 03109 | ORAL HEALTH PROGRAM | $8,720 |
| GIRL SCOUTS GWM | |||||
| 1 COMMERCE DRIVE | BEDFORD | NH | 03110 | CENTURY COMM LEARNING CTRS | $10,000 |
| CROTCHED MOUNTAIN FOUNDATION | |||||
| 1 VERNEY DRIVE | GREENFIELD | NH | 03047 | AFTER SCHOOL PROGRAM | $7,500 |
| GRANITE PATHWAYS | |||||
| 10 FERRY STREET STE 319 | CONCORD | NH | 03301 | CHILDRENS SERVICES | $20,000 |
| CATHOLIC MEDICAL CENTER | |||||
| 100 MCGREGOR STREET | MANCHESTER | NH | 03102 | TREATMENT & RECOVERY CENTER | $20,000 |
| OPPORTUNUTY NETWORKS | |||||
| 11 CALDWELL DRIVE | AMHERST | NH | 03031 | WELLNESS PROGRAM | $10,000 |
| AMHERST GARDEN CLUB | |||||
| 11 CHURCH STREET | AMHERST | NH | 03033 | STORAGE BUILDING | $4,000 |
| FOUNDATION FOR HEALTHY COMMUNITY | |||||
| 125 AIRPORT ROAD | CONCORD | NH | 03301 | RETURN OF 2017 GRANT | -$13,500 |
| MANCHESTER HISTORIC ASSOCIATION | |||||
| 129 AMHERST STREET | MANCHESTER | NH | 03101 | NEWSPAPER COLLECTION ACCESS | $25,000 |
| WEBSTER HOUSE | |||||
| 135 WEBSTER STREET | MANCHETSTER | NH | 03104 | LIFE SKILLS PROGRAM | $9,000 |
| FRIENDS OF AINE | |||||
| 15 NORMAND CIRCLE | BEDFORD | NH | 03110 | BEREAVEMENT SUPPORT GROUPS | $7,500 |
| INTERNATIONAL INSTITUTE OF NE | |||||
| 2 BOYLSTON STREET | BOSTON | MA | 02116 | REFUGEE STABILAZATION | $10,000 |
| PASTORAL COUNSELING SERVICES | |||||
| 2013 ELM STREET | MANCHESTER | NH | 03104 | HEALTHY COUPLES PROJECT | $25,000 |
| CONGREGATIONAL CHURCH OF AMHERST | |||||
| 21 TRAILSIDE DRIVE | AMHERST | NH | 03031 | FIRE SUPRESSION SYSTEM | $20,000 |
| CATHOLIC CHARITIES OF NH | |||||
| 215 MYRTLE STREET | MANCHESTER | NH | 03104 | IMMIGRANT LEGAL SERVICES | $25,000 |
| GRANITE UNITED WAY YOUTH RFP | |||||
| 22 CONCORD STREET | MANCHESTERF | NH | 03101 | MIDDLE SCHOOL PROGRAMS | $25,000 |
| GRANITE UNITED WAY | |||||
| 22 CONCORD STREET 2 | MANCHESTER | NH | 03101 | SERENITY PLACE RECEIVERSHIP | $5,000 |
| MANCHESTER PROUD | |||||
| 22 CONCORD WAY | MANCHESTER | NH | 03101 | MSD STRATEGIC PLAN | $50,000 |
| VICTORY WOMEN OF VISION | |||||
| 25 LOWELL STREET STE 307 | MANCHESTER | NH | 03101 | MENTORING PROGRAM | $2,500 |
| BIG BROTHERS BIG SISTERS OF NH | |||||
| 3 PORTSMOUTH AVE | STRATHAM | NH | 03885 | EXPAND SITE BASED PGM | $15,000 |
| FRIENDS OF STARK PARK | |||||
| 30 NORTH BAY STREET | MANCHESTER | NH | 03104 | REPLACEMENT OF PARK BENCHES | $10,472 |
| ST JOSEPH COMMUNITY SVCS | |||||
| 325 DW HIWAY | MERRIMACK | NH | 03045 | COMMINITY DINING PROGRAM | $25,000 |
| MANCHESTER CITY LIBRARY FND | |||||
| 405 PINE STREET | MANCHESTER | NH | 03104 | ACCESSIBILITY | $10,000 |
| MANCHESTER POLICE ATHLETIC LEAGUE | |||||
| 406 BEECH STREET | MANCHESTER | NH | 03103 | OPERATIONS & DEVELOPMENT | $20,000 |
| CHILD AND FAMILY SERVICES | |||||
| 464 CHESTNUT STREET | MANCHESTER | NH | 03101 | IT UPGRADES | $20,000 |
| WINTERKIDS | |||||
| 5 MAIN STREET | WESTBROOK | ME | 04092 | OUTDOOR ACTIVITY LEARNING | $6,000 |
| HELPING HANDS OUTREACH MINISTRY | |||||
| 50 LOWELL STREET | MANCHESTER | NH | 03101 | DEVELOPMENT DIRECTOR | $20,000 |
| BOYS GIRLS CLUB SOUHEGAN VALLEY | |||||
| 56 MONT VERNON ST | MILFORD | NH | 03055 | RESILIENCY RETREAT | $20,000 |
| GIRLS INC NEW HAMPSHIRE | |||||
| 63 MARKET STREET | MANCHESTER | NH | 03101 | NUTRITION & WELLNWSS PGMS | $15,000 |
| STUDENT CONSERVATION ASSOC | |||||
| 689 RIVER ROAD | CHARLESTOWN | NH | 03603 | ELEM SCHOOL PROGRAM | $5,000 |
| MANCHESTER FAMILY JUSTICE CTR | |||||
| 72 CONCORD STREET | MANCHESTER | NH | 03101 | CLIENT CARE COORDINATOR | $20,000 |
| GOODWILL INDUSTRIES OF NNE | |||||
| 75 WASHINGTON AVE 300 | PORTLAND | ME | 04101 | JOB CONNECTION WITH FIT | $15,000 |
| NEW LIFE MINISTRIES OF NE | |||||
| 782 RIVER ROAD | MANCHESTER | NH | 03104 | ADDICTION SERVICES | $5,000 |
| NEIGHBORWORKS SOUTHERN NH | |||||
| 801 ELM STREET | MANCHESTER | NH | 03101 | ADDITIONAL SPACE | $25,000 |
| UNHM STEM LAB | |||||
| 9 EDGEWOOD RD | DURHAM | NH | 03824 | STEM DISCOVERY LAB | $23,520 |
| MAYHEW PROGRAM | |||||
| PO BOX 120 | BRISTOL | NH | 03222 | ENROLLMENT | $8,000 |
| CASA OF NH | |||||
| PO BOX 1327 | MANCHESTER | NH | 03105 | INCREASE SERVICES | $25,000 |
| BEAN ENHANCED EDUC FUND | |||||
| PO BOX 326 | MANCHESTER | NH | 03101 | EDUCATION ENHANCEMENT | $10,000 |
| PULASKI MONUMENT RESTORATION | |||||
| PO BOX 3402 | MANCHESTER | NH | 03109 | MONUMENT RESTORATION | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $578,712 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,745 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $349,398 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $675,054 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $364,143 | ExclusionAmt |
| Related Or Exempt Function Incm | $675,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,039,197 | 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 | $9,500 | Amt |
| Net Investment Income | $1,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,600 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| NORHERN TRUST LT GAINS | PURCHASE | $2,788,476 | $2,295,605 | $492,871 | ||
| NORTHERN TRUST ST GAINS | PURCHASE | $41,514 | $41,599 | -$85 | ||
| GS DIRECT STRATEGIES Q& A OFFSHORE | PURCHASE | $1,871 | $1 | $1,870 | 2014-01 | 2018-06 |
| GS HEDGE FUND PTNRS PLC B SER 1 | PURCHASE | $681 | $1 | $680 | 2014-01 | 2018-03 |
| GSHEDGE FUND PTNRS II PLCC SER 1 | PURCHASE | $2,495 | $10,253 | -$7,758 | 2014-01 | 2018-03 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB FDS STK INDEX FD | $1,034,619 | $1,187,891 |
| MFB NTRHRN INT'L EQ INDEX FND | $1,196,667 | $1,165,022 |
| MFO BLACKROCK HIGH YLD BOND | $1,548,765 | $1,494,181 |
| MFO CORE FIXED INDEX FUND | ||
| MFO DELAWARE VALUE FND I | $630,794 | $675,888 |
| MFO HBR FD CAP APPREC | ||
| MFO LOEVENER FDS INT'S EQ | $575,819 | $600,940 |
| MFO DIMENSIONAL FD INT'L VALUE | ||
| MFB MID CAP INDEX | $480,211 | $456,898 |
| EMERG MKTS CORE EQUITY | $336,138 | $368,905 |
| OPPENHEIMER DEV MKTS FDS | $455,177 | $532,226 |
| MFO INVT DIMEN GROUP INC INT | ||
| ISHARES US AGGREGATE BOND ETF | $1,184,916 | $1,178,312 |
| MFO US SMALL CAP PORTFOLIO | ||
| MFC FLEXSHS MORNINGS GLBL | $333,982 | $385,208 |
| GS HEDGE FUND PARTNERS II PLCC CL B | ||
| AMOSKEAG INDUSTRIES, INC 100 SHS | $2,250 | $7,000 |
| GS DIRECT STRATEGIES QUANTITATIVE & | ||
| GS HEDGE FUND PARTNERS PLC CL B SERI | ||
| PIMCO FNDS PAC INVT COMM | $389,937 | $309,847 |
| VANGUARD INFL PROT SEC FUND | ||
| I SHS US AGGREGATE BOND ETF | ||
| NORTHRN FNDS GLOBAL REAL EST | $1,046,965 | $966,839 |
| DFA INTERNATIONAL VALUE | $630,628 | $596,879 |
| DOUBLELINE CORE FIXED | $1,178,197 | $1,165,052 |
| DFA US SMALL CAP I | $235,222 | $240,083 |
| HARBOR CAPITAL APPRECIATON FUND | $679,597 | $668,678 |
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 Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OTHER EXPENSES | $9,147 | $1,829 | $7,318 |
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 | $22,593 | $4,519 | $18,074 | |
| GRANT MANAGER & EXPENSES | $38,586 | $7,717 | $30,869 | |
| NORTHERN TRUST MGMT FEES | $68,719 | $51,539 | $17,180 | $51,539 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | ||||
| FOREIGN TAX ON DIVIDENDS | $9,385 | $1,877 | $1,877 | $7,508 |
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