BIBER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2016-04-01 to 2017-03-31
- Filed
- 2017-07-11
- IRS object ID
- 201711929349100751
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-11T10:44:53-05:00 | ReturnTs |
| Tax Period End | 2017-03-31 | 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 | 2016-04-01 | 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 | 2017-07-11 | 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 | 2017-07-11 | IPDt |
| IP Tm | 11:42:48 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FC7DBD6FE0114D931C192847802CF371CE54B4BC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC7DBD6FE0114D931C192847802CF371CE54B4BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,131,080 | 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 | $146 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $146 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,430 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142,336 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $441,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142,336 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,898 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $266,810 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,912 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,633 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,816 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,817 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,911 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,911 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,955 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,811 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,811 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,425 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,608 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,772 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,608 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,772 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $235,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $91,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,394 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,394 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $384,899 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $374,682 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $380,360 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,668,267 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,609,210 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,106,332 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $352,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $352,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $509,994 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,497,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,470,994 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,131,080 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,497,609 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,470,994 | 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 | $3,497,609 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,470,994 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,497,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,470,994 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,497,609 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,615 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,470,994 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,470,994 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 160 SHS THE CHEMOURS CO | P | 2009-07-17 | 2016-07-25 | $1,381 | $1,061 | $320 | $320 |
| 1200 SHS EMC CORP MASS | P | 2016-04-26 | $31,727 | $19,723 | $12,004 | $12,004 | |
| 600 SHS LINEAR TECHNOLOGY | P | 2010-10-19 | 2016-07-25 | $29,003 | $18,498 | $10,505 | $10,505 |
| 1000 SHS LENEAR TECHNOLOGY | P | 2017-01-10 | $62,239 | $26,972 | $35,267 | $35,267 | |
| 50M US TREAS NTS 4.625% 11/15/16 | P | 2008-02-29 | 2016-11-15 | $50,000 | $54,891 | -$4,891 | -$4,891 |
| 50M US TREAS NTS 4.625% 02/15/17 | P | 2017-02-15 | $50,000 | $54,782 | -$4,782 | -$4,782 | |
| 4254.49 SHS AMERICAN SM CAP WORLD FD A | P | 2017-03-24 | $209,363 | $123,476 | $85,887 | $85,887 | |
| CAPITAL GAINS DIVIDENDS | P | $8,026 | $8,026 | $8,026 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142,336 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $271,419 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,893,183 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $185,925 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,168,867 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.035970 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $261,703 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,834,618 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054131 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,882 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,301,373 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029731 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $316,563 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,274,904 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074051 | DistributionYr5Rt |
| Total Distribution | 0.249352 | TotalDistributionRt |
| Average Distribution | 0.049870 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,997,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $249,224 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,353 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $251,577 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $270,772 | 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 | $2,353 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,353 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,353 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,140 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,140 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,213 | 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 | $15,816 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP 100 | BOSTON | MA | 02210 | CO-TRUSTEE | 1.00 | $15,816 | $0 | $0 | NORTHERN AVENUE |
| GOODWIN PROCTER LLP | |||||||||
| 100 NORTHERN AVENUE | BOSTON | MA | 02210 | LEGAL FEE | 0.50 | $9,911 | $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 | $4,998,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,868 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,073,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,073,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,104 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,997,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,353 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,353 | TotalTaxAmt |
| Distributable Before Adj | $247,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,521 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,772 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $270,772 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,353 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $268,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,521 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $18,647 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,772 | QualifyingDistributionsAmt |
| Applied To Year1 | $18,647 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,604 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,604 | 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 | $4,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,604 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FLEUR DE LIS CAMP INC | |||||||
| 120 HOWEVILLE RD | FITZWILLIAM | NH | 03447 | NONE | PC | REPAIR DOCK DAMAGE | $10,000 |
| GAFFNEY LIBRARY | |||||||
| 14 HIGH STREET | SANBORNVILLE | NH | 03872 | NONE | PC | SUPPORT FOR CURRENT PROGRAMS | $25,000 |
| LIFE MINISTRIES | |||||||
| PO BOX 476 | WOLFEBORO | NH | 03896 | NONE | PC | SUPPORT CURRENT YEAR PROGRAMS | $20,000 |
| MASSACHUSETTS AUDOBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | PC | SUPPORT TO PURCHASE CAMP WILDWOOD | $50,000 |
| NEW HAMPSHIRE BOAT MUSEUM | |||||||
| PO BOX 1195 | WOLFBORO FALLS | NH | 03896 | NONE | PC | SCHOLARSHIPS FOR BOAT BUILDING PROGRAM | $20,000 |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 105 MAIN STREET | DURHAM | NH | 03824 | NONE | GOV | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| VILLAGE PLAYERS | |||||||
| PO BOX 770 | WOLFBORO | NH | 03894 | NONE | PC | SUPPORT FOR ROOF PROJECT | $15,000 |
| 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 | $250,000 | 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 | $146 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,430 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142,336 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | $3,898 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $266,810 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $266,810 | 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 (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS ABBVIE INC | $23,518 | $65,160 |
| 1000 SHS EMERSON ELECTRIC | $48,631 | $59,860 |
| 1000 SHS FASTENAL CO | $40,280 | $51,500 |
| 1000 SHS GILEAD SCIENCES INC | $102,365 | $67,920 |
| 1000 SHS STRYKER CORP | $56,367 | $131,650 |
| 1100 SHS AUTOMATIC DATA PROCESSING | $35,827 | $112,629 |
| 1100 SHS MCCORMICK & CO INC | $75,002 | $107,305 |
| 1200 SHS COLGATE PALMOLIVE CO | $39,768 | $87,828 |
| 1200 SHS EXXON MOBIL CORP | $79,714 | $98,412 |
| 1200 SHS MEDTRONIC INC | $90,138 | $96,672 |
| 1200 SHS SOUTHERN CO | $38,772 | $59,736 |
| 1200 SHS WALGREEN BOOTS ALLIANCE INC | $38,213 | $99,660 |
| 12,110.3620 AMERICAN CAPITAL WORLD BOND FD | $233,204 | $234,093 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $79,086 |
| 1400 SHS MERCK & CO | $47,559 | $88,956 |
| 1400 SHS NOVO NORDISK | $62,257 | $47,992 |
| 1500 SHS CORNING INC | $27,045 | $40,500 |
| 1500 SHS JOHNSON & JOHNSON | $113,902 | $186,825 |
| 1700 SHS SYSCO CORP | $52,399 | $88,264 |
| 1800 SHS AMERICAN WATER WORKS CO INC | $46,887 | $139,986 |
| 1800 SHS UNILEVER PLC SPONS ADR | $50,789 | $88,812 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $67,600 |
| 2000 SHS MICROSOFT CORP | $50,385 | $131,720 |
| 2000 SHS VERIZON COMM | $74,697 | $97,500 |
| 2500 SHS AT&T INC | $73,199 | $103,875 |
| 3000 SHS GENERAL ELECTRIC | $56,678 | $89,400 |
| 350 SHS CANADIAN PACIFIC RAILWAY LTD | $12,971 | $51,422 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $66,672 |
| 400 SHS CATERPILLAR INC | $20,735 | $37,104 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $42,920 |
| 4000 SHS WESTERN UNION | $73,942 | $81,400 |
| 500 SHS PRAXAIR INC | $40,776 | $59,300 |
| 5991.9570 SHS CAPITAL WORLD GROWTH & INC FUND | $174,796 | $280,903 |
| 600 SHS 3M CO | $53,287 | $114,798 |
| 600 SHS CHEVRON CORP | $38,868 | $64,422 |
| 600 SHS QUALCOMM INC | $38,868 | $34,404 |
| 600 SHS UNITED TECHNOLOGIES CORP | $32,169 | $67,326 |
| 110 SHS ALPHABET INC CL C | $78,030 | $91,252 |
| 700 SHS STATE STREET CORP | $33,185 | $55,727 |
| 800 SHS DU PONT EI DE NEMOURS & CO | $20,907 | $64,264 |
| 800 SHS MONSANTO CO | $54,632 | $90,560 |
| 800 SHS NEXTERA ENERGY INC | $45,496 | $102,696 |
| 800 SHS PEPSICO INC | $45,197 | $89,488 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $71,880 |
| 900 SHS ANALOG DEVICES INC | $65,028 | $73,755 |
| 300 SHS APPLE INC | $29,112 | $43,098 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $374,682 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $380,360 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1200 SHS NOVARTIS AG SPONS ADR | AT COST | $56,919 | $89,124 |
| 600 SHS ROYAL DUTCH SHELL | AT COST | $32,050 | $31,638 |
| 600 SHS SCHLUMBERGER | AT COST | $37,708 | $46,860 |
| 6944.674 SHS AMERICAN EUROPACIFIC GROWTH FD | AT COST | $226,031 | $342,372 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $9,911 | LegalFeesAmt |
| Net Investment Income | $9,911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,955 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE FORM PC | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Revenue And Expenses Per Books | $3,898 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,898 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,775 | $1,775 | $0 |
| ADR FEES | $36 | $36 | $0 |