BIBER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-07-25
- IRS object ID
- 201832069349100203
- Schema version
- 2017v2.3
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-25T09:11:53-05:00 | ReturnTs |
| Tax Period End | 2018-03-31 | 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 | 2017-04-01 | 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 | 2018-07-25 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $5,363,468 | 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 | $2,364 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,364 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,881 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,881 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $276,709 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $894,996 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $276,337 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $390,954 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $390,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $35,059 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,529 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,530 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,853 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,853 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,547 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,978 | 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 | $49,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,530 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $217,530 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $141,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $362,388 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $134,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,834 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,834 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $374,682 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $925,601 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $915,075 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,609,210 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,302,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,022,671 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $352,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $94,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $135,888 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,470,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,612,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,363,468 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,470,994 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,612,655 | 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 | $3,470,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,612,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,470,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,612,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,470,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $141,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,612,655 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,612,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2020 SHS AMERICAN EUROPACIFIC GRTH A | P | 2017-04-25 | $102,697 | $67,013 | $35,684 | $35,684 |
| 1880.919 SHS CAPITAL WORLD GROWTH & INC FD A | P | 2017-06-01 | $92,071 | $55,146 | $36,925 | $36,925 |
| 164.081 SHS CAPITAL WORLD GROWTH & INCOME FD | P | 2017-06-01 | $8,032 | $7,201 | $831 | $831 |
| 1000 SHS AMERICAN EUROPACIFIC GRTH A | P | 2017-07-31 | $54,040 | $32,290 | $21,750 | $21,750 |
| 1000 SHS CAPITAL WORLD GROWTH & INCOME FD | P | 2017-07-31 | $50,410 | $28,490 | $21,920 | $21,920 |
| 5000 SHS AMERICAN CAP WORLD BD A | P | 2017-07-31 | $100,300 | $95,808 | $4,492 | $4,492 |
| .6 SHS DOWDUPONT INC | P | 2017-09-18 | $42 | $12 | $30 | $30 |
| 3924.674 SHS AMERICAN EUROPACIFIC GRTH A | P | 2017-11-14 | $223,039 | $126,728 | $96,311 | $96,311 |
| 600 SHS AMERICAN WATER WORKS CO INC | P | 2017-11-15 | $53,561 | $16,207 | $37,354 | $37,354 |
| 1500 SHS GENERAL ELECTRIC CORP | P | 2017-11-15 | $28,769 | $33,772 | -$5,003 | -$5,003 |
| 600 SHS ROYAL DUTCH SHELL SPONS ADR | P | 2018-02-07 | $39,785 | $32,050 | $7,735 | $7,735 |
| 4000 SHS WESTERN UNION CO | P | 2018-02-07 | $80,114 | $73,942 | $6,172 | $6,172 |
| 50M US TREAS NTS 3.500% 2/15/18 | P | 2018-02-15 | $50,000 | $50,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $12,136 | $12,136 | $12,136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $276,337 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $268,419 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,997,474 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053711 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $271,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,893,183 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $185,925 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,168,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035970 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $261,703 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,834,618 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054131 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,882 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,301,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029731 | DistributionYr5Rt |
| Total Distribution | 0.229012 | TotalDistributionRt |
| Average Distribution | 0.045802 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,323,996 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $243,850 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $247,474 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $217,530 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,248 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,356 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,356 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,892 | 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 |
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 | $16,571 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP 100 | BOSTON | MA | 02210 | CO-TRUSTEE | 1.00 | $18,488 | $0 | $0 | NORTHERN AVENUE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $7,853 | $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 | $5,108,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $296,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,405,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,405,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $81,076 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,323,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $266,200 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $266,200 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,248 | TotalTaxAmt |
| Distributable Before Adj | $258,952 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $258,952 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $258,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $217,530 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $217,530 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,530 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $258,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $4,604 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,604 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $217,530 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $217,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $4,604 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,604 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $36,818 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 | EPLACE STORM DAMAGED TREES | $25,000 |
| LIFE MINISTRIES | |||||||
| PO BOX 476 | WOLFEBORO | NH | 03896 | NONE | PC | SUPPORT CURRENT YEAR PROGRAMS | $20,000 |
| NEW HAMPSHIRE AUDUBON | |||||||
| 84 SILK FARM ROAD | CONCORD | NH | 03301 | NONE | PC | SUPPORT STATE OF NEW HAMPSHIRE'S BIRD'S PROJECT | $10,000 |
| WENTWORTH ECONOMIC DEVELOPMENT CORP | |||||||
| 7 CENTER STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $20,000 |
| 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 | $25,000 |
| WOLFEBORO PUBLIC LIBRARY | |||||||
| 259 SOUTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200,000 | 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 | $2,364 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,881 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $276,709 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $390,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $390,954 | 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 | $94,650 |
| 1000 SHS EMERSON ELECTRIC | $48,631 | $68,300 |
| 1000 SHS FASTENAL CO | $40,280 | $54,590 |
| 1000 SHS GILEAD SCIENCES INC | $102,365 | $75,390 |
| 1000 SHS STRYKER CORP | $56,367 | $160,920 |
| 110 SHS ALPHABET INC CL C | $78,030 | $113,497 |
| 1100 SHS AUTOMATIC DATA PROCESSING | $35,827 | $124,828 |
| 1100 SHS MCCORMICK & CO INC | $75,002 | $117,029 |
| 7110.362 SHS AMERICAN CAPITAL WORLD BOND FD | $135,308 | $144,198 |
| 1200 SHS COLGATE PALMOLIVE CO | $39,768 | $86,016 |
| 1200 SHS EXXON MOBIL CORP | $79,714 | $89,532 |
| 1200 SHS MEDTRONIC INC | $90,138 | $96,264 |
| 1200 SHS SOUTHERN CO | $38,772 | $53,592 |
| 1200 SHS WALGREEN BOOTS ALLIANCE INC | $38,213 | $78,564 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $88,620 |
| 1400 SHS MERCK & CO | $47,559 | $76,258 |
| 1400 SHS NOVO NORDISK | $62,257 | $68,950 |
| 1500 SHS CORNING INC | $27,045 | $41,820 |
| 1500 SHS JOHNSON & JOHNSON | $113,902 | $192,225 |
| 1700 SHS SYSCO CORP | $52,399 | $101,932 |
| 1200 SHS AMERICAN WATER WORKS CO INC | $30,680 | $98,556 |
| 1800 SHS UNILEVER PLC SPONS ADR | $50,789 | $100,008 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $85,780 |
| 2000 SHS MICROSOFT CORP | $50,385 | $182,540 |
| 2000 SHS VERIZON COMM | $74,697 | $95,640 |
| 2500 SHS AT&T INC | $73,199 | $89,125 |
| 300 SHS APPLE INC | $29,112 | $50,334 |
| 1500 SHS CORNING INC | $22,906 | $20,220 |
| 350 SHS CANADIAN PACIFIC RAILWAY LTD | $12,971 | $61,775 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $79,792 |
| 400 SHS CATERPILLAR INC | $20,735 | $58,952 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $41,864 |
| 500 SHS PRAXAIR INC | $40,776 | $72,150 |
| 3092.507 SHS CAPITAL WORLD GROWTH & INC FUND | $91,353 | $157,996 |
| 600 SHS 3M CO | $53,287 | $131,712 |
| 600 SHS CHEVRON CORP | $38,868 | $68,424 |
| 600 SHS QUALCOMM INC | $37,524 | $33,246 |
| 600 SHS UNITED TECHNOLOGIES CORP | $32,169 | $75,492 |
| 700 SHS STATE STREET CORP | $33,185 | $69,811 |
| 1025 SHS DOWDUPONT INC | $20,894 | $65,302 |
| 800 SHS MONSANTO CO | $54,632 | $93,352 |
| 800 SHS NEXTERA ENERGY INC | $45,496 | $130,664 |
| 800 SHS PEPSICO INC | $45,197 | $87,320 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $63,424 |
| 900 SHS ANALOG DEVICES INC | $65,028 | $82,017 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $925,601 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $915,075 | 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 | $97,020 |
| 600 SHS SCHLUMBERGER | AT COST | $37,708 | $38,868 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $7,853 | LegalFeesAmt |
| Net Investment Income | $7,853 | 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 | $64 | $64 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NICHOLS & PRATT INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $700 | Amt |
| Net Investment Income | $700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,978 | $1,978 | $0 |
| EXCISE TAX | $3,569 | $0 | $0 |