NORWIN S & ELIZABETH N BEAN FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- NORWIN S & ELIZABETH N BEAN FOUNDATION (EIN 02-6013381)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-01
- IRS object ID
- 201823059349100302
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-01T08:46:59-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY G BOISVERT | PreparerPersonNm |
| PTIN | P01695727 | PTIN |
| Phone | 6036227070 | PhoneNum |
| Preparation | 2018-10-17 | 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 | 2018-11-01 | IPDt |
| IP Tm | 07:46:59 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6350DC07941CF2D858C42847BEFE5BBB9713270E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6350DC07941CF2D858C42847BEFE5BBB9713270E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,126,664 | 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 | $13,386 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,386 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $13,386 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $335,013 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $335,013 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $335,013 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $359,403 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,517,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $176,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $707,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $524,496 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $348,399 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $9,875 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,975 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,900 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,666 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $333 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,333 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $125,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,851 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $50,012 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,026 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,556 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,556 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,225 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,749 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,550 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $51,568 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $614,215 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $614,215 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $773,162 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $51,568 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $700,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,360 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $456,031 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $296,831 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $213,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,560 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,708,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,642,240 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,662,104 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,172,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,106,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,126,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,172,158 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,106,800 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,172,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,106,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,172,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,106,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,172,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,360 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $12,106,800 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,106,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $176,097 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $663,864 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,036,538 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055154 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $632,108 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,567,167 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050298 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $596,332 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,868,698 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046340 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $609,832 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,197,538 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $402,355 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,106,882 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036226 | DistributionYr5Rt |
| Total Distribution | 0.234226 | TotalDistributionRt |
| Average Distribution | 0.046845 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,588,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $636,569 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,560 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $641,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $700,049 | 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 | $4,560 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,560 | SubtotalAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,007 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,007 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,447 | OverpaymentAmt |
| Applied To ES Tax | $6,447 | 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 |
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 | 2.00 | $0 | $0 | $0 |
| THOMAS J DONOVAN | ||||||||
| 900 ELM ST | MANCHESTER | NH | 03101 | SENIOR TRUST | 2.00 | $2,500 | $0 | $0 |
| ANNA THOMAS | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TRUSTEE/BOAR | 2.00 | $1,500 | $0 | $0 |
| DAVID CHEN | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TERM TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| LESLEE STEWART | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TERM TRUSTEE | 1.00 | $2,875 | $0 | $0 |
| MARIA MONGAN | ||||||||
| 415 N BEND DRIVE | MANCCHESTER | NH | 03104 | TERM TRUSTEE | 1.00 | $1,500 | $0 | $0 |
| MICHAEL DELANEY | ||||||||
| 900 ELM STREET | MANCHESTER | NH | 03101 | TERM TRUSTEE | 1.00 | $0 | $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 | $13,391,810 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $250,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,795,767 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,795,767 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,588,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $679,442 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $679,442 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,560 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,560 | TotalTaxAmt |
| Distributable Before Adj | $674,882 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $674,882 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $674,882 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $700,049 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $700,049 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,560 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $695,489 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $674,882 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $485,511 | UndistributedIncomePYAmt |
| Qualifying Distributions | $700,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $485,511 | AppliedToYear1Amt |
| Applied To Current Year | $214,538 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $460,344 | 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 (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMHERST COMMUNITY FOUND | |||||
| PO BOX 256 | AMHERST | NH | 03031 | STADIUM ACCESSIBILITY | $10,000 |
| AVIATION MUSEUM OF NH | |||||
| 27 NAVIGATOR ROAD | LONDONDERRY | NH | 03053 | STEM OUTREACH | $5,000 |
| BEAN ENHANCED EDUC FUND | |||||
| PO BOX 326 | MANCHESTER | NH | 03101 | EDUCATION ENHANCEMENT | $10,000 |
| BETHANY CHRISTIAN SERVICES | |||||
| 183 HIGH STREET | CANDIA | NH | 03034 | SAFE FAMILIES PROGRAM | $25,000 |
| BHUTANESE COMMUNITY OF NH | |||||
| 510 CHESTNUT STREET 2 | MANCHESTER | NH | 03101 | CASE MANAGEMENT PROGRAM | $13,052 |
| BOYS AND GIRLS CLUB OF NH | |||||
| 555 UNION STREET | MANCHESTER | NH | 03104 | UNION STREET CLUBHOUSE | $50,000 |
| BREAKTHROUGH MANCHESTER | |||||
| 2108 RIVER ROAD | MANCHESTER | NH | 03104 | EXTEND SERVICES | $15,000 |
| CITY YEAR NH | |||||
| 848 ELM STREET STE 201 | MANCHESTER | NH | 03101 | LEGO LEAGUE | $20,000 |
| CURRIER MUSEUM OF ART | |||||
| 150 ASH STREET | MANCHESTER | NH | 03104 | TEEN VOLUNTEER PROGRAM | $5,000 |
| FAMILIES IN TRANSITION | |||||
| 122 MARKET STREET | MANCHESTER | NH | 03101 | RECOVERY SUPPORT | $25,000 |
| FIRST | |||||
| 200 BEDFORD STREET | MANCHESTER | NH | 03101 | STEAM 4TH GRADE PGM | $24,000 |
| FOUNDATION FOR HEALTHY COMMUNITY | |||||
| 125 AIRPORT ROAD | CONCORD | NH | 03301 | MEDICATION ASSISTANCE | $15,000 |
| FRIENDS PROGRAM | |||||
| 202 NORTH STATE STREET | CONCORD | NH | 03301 | FOSTER GRANDPARENT PGM | $5,000 |
| GIRLS AT WORK | |||||
| 4 ELM STREET | MANCHESTER | NH | 03103 | INFRASTRUCTURE DEVELOP | $12,500 |
| HILLLBOROUGH CTY CHILD ATTY ADV | |||||
| 960 AUBURN STREET | MANCHESTER | NH | 03103 | FORENSIC INTERVIEW. PGM. | $25,000 |
| HOPE ON HAVEN HILL | |||||
| 36 ROCHESTER HILL RD | ROCHESTRER | NH | 03867 | RECOVERY SUPPORT | $2,500 |
| INSTITUTE ON DISIBALITY AT UNH | |||||
| 56 OLD SUNCOOK RD STE 2 | CONCORD | NH | 03301 | STRONGER TOGETHER PROGRAM | $15,000 |
| INTI ACADEMY | |||||
| PO BOX 3464 | MANCHESTER | NH | 03105 | STEAM PROGRAM | $12,500 |
| MANCHESTER COMM HEALTH CTR | |||||
| 145 HOLLIS STREET | MANCHESTER | NH | 03101 | OPIOD ASSISTANCE | $25,000 |
| MANCHESTER COMMUNITY MUSIC | |||||
| 2291 ELM STREET | MANCHESTER | NH | 03104 | GRANT CHALLENGE | $25,000 |
| MANCHESTER MAKERSPACE | |||||
| 36 OLD GRANITE STREET | MANCHESTER | NH | 03101 | LED FOR CAD | $5,000 |
| MANCHESTER POLICE DEPARTMENT | |||||
| 405 VALLEY STREET | MANCHESTER | NH | 03103 | CAR SEAT SAFETY | $5,000 |
| MY TURN INC | |||||
| 27 LOWELL STREET STE 308 | MANCHESTER | NH | 03101 | TEACHER TRAINING | $10,000 |
| NH ASSOCIATION FOR THE BLIND | |||||
| 25 WALKER STREET | CONCORD | NH | 03301 | ACCESS ACADEMY | $15,000 |
| NH COMMUNITY LOAN FUND | |||||
| 7 WALL STREET | MANCHESTER | NH | 03101 | CHILD CARE CTRS | $15,000 |
| NH HISTORICAL SOCIETY | |||||
| 30 PARK STREET | CONCORD | NH | 03301 | DEMOCRACY PROJECT | $25,000 |
| NH MUSCULOSKEKETAL INST | |||||
| 35 KOSCIUSZKO STREET | MANCHESTER | NH | 03101 | PARK BEAUTIFICATION | $11,575 |
| OPERATION WARM | |||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | WINTER COATS FOR CHILDREN | $5,000 |
| ORG FOR REFUGEEIMMIGRANT SUCCES | |||||
| 434 LAKE AVE | MANCHESTER | NH | 03103 | IMMIGRANT EDUCATION | $12,500 |
| PALACE THEATRE TRUST | |||||
| 80 HANOVER STREET | MANCHESTER | NH | 03101 | FIRE SUPPRESSION SYSTEM | $30,000 |
| RIMMON HEIGHTS NEIGHBORHOOD GRP | |||||
| 513 RIMMON STREET | MANCHESTER | NH | 03102 | YOUTH SUMMER BASKETBALL LEAGUE | $5,000 |
| ROCK ON FOUNDATION | |||||
| PO BOX 297 | MANCHESTER | NH | 03101 | CONSERVATION STEWARDSHIP | $5,500 |
| SOCIETY FOR PROTECTION NH FORESTS | |||||
| 54 PORTSMOUTH STREET | CONCORD | NH | 03301 | DOCUMENTARY | $16,000 |
| ST ANSELM COLLEGE | |||||
| 100 ST AMSELM DRIVE | MANCHESTER | NH | 03102 | SAHE SPORTS NETWORK | $20,000 |
| STEAM AHEAD NH | |||||
| 22 CONCORD STREET 2ND FLR | MANCHESTER | NH | 03101 | FACULTY TRAINING | $11,250 |
| THE GRANITE YMCA | |||||
| 117 MARKET STREET | MANCHESTER | NH | 03101 | TEEN SERVICES | $25,000 |
| UPREACH THERAPUTIC EQUINE CTR | |||||
| 153 PAIGE HILL ROAD | GOFFSTOWN | NH | 03045 | TRAUMA EDUCATION | $19,088 |
| VICTORY WOMEN OF VISION | |||||
| 25 LOWELL STREET STE 307 | MANCHESTER | NH | 03101 | MENTORING PGM | $3,750 |
| WELCOMING MANCHESTER | |||||
| 434 LAKE AVE | MANCHESTER | NH | 03103 | CITIZENSHIP CTR | $5,000 |
| YWCA NH | |||||
| 72 CONCORD STREET | MANCHESTER | NH | 03101 | COURT ADVOCATE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $614,215 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,386 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $335,013 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $359,403 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $348,399 | ExclusionAmt |
| Related Or Exempt Function Incm | $359,403 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $707,802 | 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 | $6,000 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,800 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| NORTHERN LT GAINS- SEE ATTACHED | PURCHASE | $2,761,866 | $2,594,831 | $167,035 | ||
| NORTHERN - ST GAINS | PURCHASE | $560,587 | $556,326 | $4,261 | ||
| GS HEDGE FUND PARTNERS | PURCHASE | $6,922 | $5,369 | $1,553 | 2014-01 | 2017-02 |
| GS HEDGE FUND PART II | PURCHASE | $12,439 | $1,982 | $10,457 | 2014-01 | 2017-08 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MFB FDS STK INDEX FD | $1,405,821 | $1,784,705 |
| MFB NTRHRN INT'L EQ INDEX FND | $1,306,898 | $1,556,781 |
| MFO BLACKROCK HIGH YLD BOND | $1,081,703 | $1,167,539 |
| MFB NORTHERN FDS BD INDEX | ||
| MFO CORE FIXED INDEX FUND | $696,945 | $709,201 |
| MFO DELAWARE VALUE FND I | $631,344 | $753,529 |
| MFO HBR FD CAP APPREC | $664,787 | $747,984 |
| MFO LOEVENER FDS INT'S EQ | $610,136 | $792,704 |
| MFO DIMENSIONAL FD INT'L VALUE | $631,342 | $799,517 |
| MFB MID CAP INDEX | $510,252 | $602,310 |
| EMERG MKTS CORE EQUITY | ||
| OPPENHEIMER DEV MKTS FDS | $572,651 | $789,392 |
| MFO INVT DIMEN GROUP INC INT | $572,895 | $803,816 |
| MFO DIMENS REAL ESTATE | ||
| MFO US SMALL CAP PORTFOLIO | $272,413 | $337,908 |
| MFC FLEXSHS MORNINGS GLBL | $341,631 | $454,542 |
| GS HEDGE FUND PARTNERS II PLCC CL B | $10,253 | $664 |
| AMOSKEAG INDUSTRIES, INC 100 SHS | $2,250 | $7,000 |
| GS DIRECT STRATEGIES QUANTITATIVE & | $1 | $1,888 |
| GS HEDGE FUND PARTNERS PLC CL B SERI | $1 | $2,528 |
| PIMCO FNDS PAC INVT COMM | $396,283 | $381,723 |
| VANGUARD INFL PROT SEC FUND | $258,095 | $259,859 |
| I SHS US AGGREGATE BOND ETF | $676,539 | $683,752 |
| NORTHRN FNDS GLOBAL REAL EST | $1,000,000 | $1,024,762 |
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 |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| OTHER EXPENSES | $7,749 | $1,550 | $1,550 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
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 | $19,285 | $3,857 | $15,428 | |
| GRANT MANAGER & EXPENSES | $39,909 | $7,982 | $31,927 | |
| NORTHERN TRUST MGMT FEES | $66,682 | $50,012 | $16,671 | $50,012 |
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 | $7,781 | $1,556 | $1,556 | $6,225 |
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