BIBER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2018-04-01 to 2019-03-31
- Filed
- 2019-07-02
- IRS object ID
- 201901839349100405
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-02T11:35:24-05:00 | ReturnTs |
| Tax Period End | 2019-03-31 | 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 | 2018-04-01 | 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 | 2019-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEBORA L POWELL | PreparerPersonNm |
| PTIN | P00710567 | PTIN |
| Phone | 6175701667 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.130.14.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-02 | IPDt |
| IP Tm | 12:26:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8E28A0763DEEBB586481A8A1520E26854ACCDC6B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8E28A0763DEEBB586481A8A1520E26854ACCDC6B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,597,235 | 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 | $3,710 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,710 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $128,905 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $128,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $95,383 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $472,522 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $95,383 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $224 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $228,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,222 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,778 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,889 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,889 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,672 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $24,672 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,672 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,071 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $134 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $266,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $266,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $345,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $310,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,773 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,456 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $289,834 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,055 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $925,601 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,074,298 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,074,151 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,302,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,293,869 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,359,519 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $94,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $141,510 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,612,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,484,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,597,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,612,655 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,484,849 | 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 | $3,612,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,612,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,484,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,612,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,773 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,494,882 | SubtotalAmt |
| Other Decreases | $10,033 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,484,849 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 800 SHS MONSANTO CO | P | 2011-08-04 | 2018-06-07 | $102,400 | $54,632 | $47,768 | $47,768 |
| 500 SHS PRAXAIR INC | P | 2008-02-27 | 2018-11-01 | $81,727 | $40,776 | $40,951 | $40,951 |
| 150000 US TREAS NTS 1.375% 06/30/18 | P | 2016-01-21 | 2018-06-30 | $150,000 | $150,000 | $0 | $0 |
| 50000 US TREAS NTS 1.250% 10/31/18 | P | 2016-11-14 | 2018-10-31 | $50,000 | $50,000 | $0 | $0 |
| .0565 SHS WABTEC CORP | P | 2019-02-25 | 2019-03-12 | $4 | $4 | $0 | $0 |
| 500 SHS LINDE PLC | P | 2018-10-31 | 2019-02-06 | $81,849 | $81,727 | $122 | $122 |
| CAPITAL GAINS DIVIDENDS | P | $6,542 | $6,542 | $6,542 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $95,383 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,530 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,323,996 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040858 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $268,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,997,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053711 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $271,419 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,893,183 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,925 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,168,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035970 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $261,703 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,834,618 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054131 | DistributionYr5Rt |
| Total Distribution | 0.240139 | TotalDistributionRt |
| Average Distribution | 0.048028 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,402,721 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $259,482 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,805 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $261,287 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $310,761 | 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 | $1,805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,248 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,248 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,443 | OverpaymentAmt |
| Applied To ES Tax | $1,808 | AppliedToESTaxAmt |
| Refund | $3,635 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|
| W ALAN HARDING | |||||||||
| 323 HAINES HILL ROAD | WOLFEBORO | NH | 03894 | CO-TRUSTEE | 1.00 | $16,166 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP 100 | BOSTON | MA | 02210 | CO-TRUSTEE | 1.00 | $23,612 | $0 | $0 | NORTHERN AVENUE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $34,705 | $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 | $5,305,987 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $179,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,484,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,484,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,275 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,402,721 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,805 | TotalTaxAmt |
| Distributable Before Adj | $268,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $268,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $268,331 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $310,761 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $310,761 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,805 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $308,956 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $268,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $36,818 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $310,761 | QualifyingDistributionsAmt |
| Applied To Year1 | $36,818 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $268,331 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,612 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,612 | 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 | $5,612 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $5,612 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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 | REPLACE STORM DAMAGED TREES | $55,000 |
| FLEUR DE LIS CAMP INC | |||||||
| 120 HOWEVILLE RD | FITZWILLIAM | NH | 03447 | NONE | PC | REPAIR DOCK DAMAGE | $30,000 |
| FRIENDS OF THE LIBBY MUSEUM | |||||||
| 755 NORTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $8,200 |
| LAKES REGION HUMANE SOCIETY | |||||||
| PO BOX 655 | OSSIPEE | NH | 03864 | NONE | PC | SUPPORT FOR CURRENT YEAR PROGRAMS | $15,000 |
| LIFE MINISTRIES | |||||||
| PO BOX 476 | WOLFEBORO | NH | 03896 | NONE | PC | SUPPORT CURRENT YEAR PROGRAMS | $20,000 |
| NEW HAMPSHIRE BOAT MUSEUM | |||||||
| PO BOX 1195 | WOLFBORO FALLS | NH | 03896 | NONE | PC | SCHOLARSHIPS FOR BOAT BUILDING PROGRAM | $23,000 |
| WILLIAM LAWRENCE CAMP INC | |||||||
| 139 FEDERAL CORNER RD | TUFTONBORO | NH | 03816 | NONE | SUPPORT FOR MODERN HEATING SYSTEM | $50,000 | |
| THE NICK | |||||||
| 15 N MAIN STREET | WOLFEBORO | NH | 03894 | NONE | SUPPORT CURRENT PROGRAMS | $15,000 | |
| TUFTONBORO FREE LIBRARY | |||||||
| 221 MIDDLE ROAD | TUFTONBORO | NH | 03816 | NONE | SUPPORT CURRENT PROGRAMS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $266,200 | 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 | $3,710 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $128,905 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $95,383 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $228,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,222 | 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 (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS ABBVIE INC | $23,518 | $80,590 |
| 1000 SHS EMERSON ELECTRIC | $48,631 | $68,470 |
| 1000 SHS FASTENAL CO | $40,280 | $64,310 |
| 1000 SHS GILEAD SCIENCES INC | $102,365 | $65,010 |
| 1000 SHS STRYKER CORP | $56,367 | $197,520 |
| 1025 SHS DOWDUPONT INC | $20,894 | $54,643 |
| 110 SHS ALPHABET INC CL C | $78,030 | $129,064 |
| 1100 SHS AUTOMATIC DATA PROCESSING | $35,827 | $175,714 |
| 1100 SHS MCCORMICK & CO INC | $75,002 | $165,693 |
| 1200 SHS AMERICAN WATER WORKS CO INC | $30,680 | $125,112 |
| 1200 SHS COLGATE PALMOLIVE CO | $39,768 | $82,248 |
| 1200 SHS EXXON MOBIL CORP | $79,714 | $96,960 |
| 1200 SHS MEDTRONIC INC | $90,138 | $109,296 |
| 1200 SHS SOUTHERN CO | $38,772 | $62,016 |
| 1200 SHS WALGREEN BOOTS ALLIANCE INC | $38,213 | $75,924 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $106,260 |
| 1400 SHS MERCK & CO | $47,559 | $116,438 |
| 1400 SHS NOVO NORDISK | $62,257 | $73,234 |
| 1500 SHS CORNING INC | $27,045 | $49,650 |
| 1500 SHS JOHNSON & JOHNSON | $113,902 | $209,685 |
| 1700 SHS SYSCO CORP | $52,399 | $113,492 |
| 1800 SHS UNILEVER PLC SPONS ADR | $50,789 | $103,896 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $107,980 |
| 2000 SHS MICROSOFT CORP | $50,385 | $235,880 |
| 2000 SHS VERIZON COMM | $74,697 | $118,260 |
| 2500 SHS AT&T INC | $73,199 | $78,400 |
| 300 SHS APPLE INC | $29,112 | $56,985 |
| 3244.828 SHS CAPITAL WORLD GROWTH & INC FUND | $97,895 | $155,135 |
| 350 SHS CANADIAN PACIFIC RAILWAY LTD | $12,971 | $72,111 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $80,356 |
| 400 SHS CATERPILLAR INC | $20,735 | $54,196 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $44,696 |
| 600 SHS 3M CO | $53,287 | $124,668 |
| 600 SHS CHEVRON CORP | $38,868 | $73,908 |
| 600 SHS QUALCOMM INC | $37,524 | $34,218 |
| 600 SHS UNITED TECHNOLOGIES CORP | $32,169 | $77,334 |
| 700 SHS STATE STREET CORP | $33,185 | $46,067 |
| 7110.362 SHS AMERICAN CAPITAL WORLD BOND FD | $135,308 | $139,576 |
| 800 SHS NEXTERA ENERGY INC | $45,496 | $154,656 |
| 800 SHS PEPSICO INC | $45,197 | $98,040 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $83,240 |
| 900 SHS ANALOG DEVICES INC | $65,028 | $94,743 |
| 500 SHS ECOLAB INC | $79,526 | $88,270 |
| 1500 SHS GENERAL ELECTRIC CO | $22,906 | $14,985 |
| 8 SHS WABTEC CORP | $616 | $590 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,074,298 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,074,151 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1200 SHS NOVARTIS AG SPONS ADR | AT COST | $56,919 | $115,368 |
| 600 SHS SCHLUMBERGER | AT COST | $37,708 | $26,142 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $24,672 | LegalFeesAmt |
| Net Investment Income | $24,672 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,672 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR FEE EXPENSE - REVERSED IN SUBSEQUENT YEAR | Desc |
| Amt | $10,033 | Amt |
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 | $64 | $64 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AURORA NATIONAL LIFE ASSURANCE | Desc |
| Revenue And Expenses Per Books | $224 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $224 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $224 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $3,071 | $3,071 | $0 |
| EXCISE TAX | $12,140 | $0 | $0 |
Comments