THE BEAN FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE BEAN FOUNDATION (EIN 02-6005330)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-10
IRS object ID
201611319349100501
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-10T07:12:21-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020354851PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MELANSON HEATH AND COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1102 PERIMETER ROADAddressLine1Txt
CityNASHUACityNm
State AbbreviationNHStateAbbreviationCd
ZIP030631301ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN026005330EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BEAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBEANBusinessNameControlTxt
Phone6035328311PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1265 OLD DUBLIN ROADAddressLine1Txt
CityPETERBOROUGHCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03458ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES KRAUSEPersonNm
Person TitleTREASURERPersonTitleTxt
Phone6035328311PhoneNum
Signature2016-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSHERYL L STEPHENS-BURKE CPAPreparerPersonNm
PTINP00085224PTIN
Phone6038821111PhoneNum
Preparation2016-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$974,440FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$16,387DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,387DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,859GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20,967CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$37,354TotalRevAndExpnssAmt
Total Net Invst Incm$37,354TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,644TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,350OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$246,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$246,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$249,119TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$246,125TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$211,765ExcessRevenueOverExpensesAmt
Net Investment Income$37,354NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$244,214SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$7,268SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$7,268SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$379,311CorporateStockBOYAmt
Corporate Stock EOY$415,392CorporateStockEOYAmt
Corporate Stock EOYFMV$967,172CorporateStockEOYFMVAmt
Total Assets BOY$623,525TotalAssetsBOYAmt
Total Assets EOY$422,660TotalAssetsEOYAmt
Total Assets EOYFMV$974,440TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$623,525RetainedEarningBOYAmt
Retained Earning EOY$422,660RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$623,525TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$422,660TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$623,525TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$422,660TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$623,525TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$211,765ExcessRevenueOverExpensesAmt
Other Increases$10,900OtherIncreasesAmt
Subtotal$422,660SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$422,660TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$61,859GrossSalesPriceAmt
Cost Or Other Basis$40,892CostOrOtherBasisAmt
Gain Or Loss$20,967GainOrLossAmt
Gains Minus Excess Or Losses$20,967GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20,967CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$290,426AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,266,629NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.229291DistributionYr1Rt
Adjusted Qlfy Distri Yr2$190,404AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,350,345NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.141004DistributionYr2Rt
Adjusted Qlfy Distri Yr3$101,494AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,000,162NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.101478DistributionYr3Rt
Adjusted Qlfy Distri Yr4$100,766AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$936,780NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.107566DistributionYr4Rt
Adjusted Qlfy Distri Yr5$79,243AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$771,581NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.102702DistributionYr5Rt
Total Distribution0.682041TotalDistributionRt
Average Distribution0.136408AverageDistributionRt
Net Vl Noncharitable Assets$1,145,884NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$156,308AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$374NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$156,682AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$246,125QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$374InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$374SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$374TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,760EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,760TotalPaymentsAndCreditsAmt
Overpayment$1,386OverpaymentAmt
Applied To ES Tax$1,386AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHARLES H KRAUSEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6035328311PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1DD BEAN SONS CO PO BOX 348AddressLine1Txt
CityJAFFREYCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03452ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN E LEACH
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452PRESIDENT1.00$0$0$0
CHARLES H KRAUSE
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452VICE PRESIDENT, TREASURER1.00$0$0$0
CHRISTOPHER V BEAN
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452SECRETARY1.00$0$0$0
BONNIE B BENNETT
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452DIRECTOR1.00$0$0$0
DELCIE D BEAN
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452DIRECTOR1.00$0$0$0
MARK C BEAN
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452DIRECTOR1.00$0$0$0
CAROLINE K HOLLISTER
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452DIRECTOR1.00$0$0$0
LAURA REDMOND
C/O THE BEAN FOUNDATION PO BOX 348JAFFREYNH03452DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$935,255AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$228,079AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,163,334TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,163,334AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,450CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,145,884NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,294MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,294MinimumInvestmentReturnAmt
Tax Based On Investment Income$374TaxBasedOnInvestmentIncomeAmt
Total Tax$374TotalTaxAmt
Distributable Before Adj$56,920DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$56,920DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$56,920DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$246,125ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$246,125QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$374PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$245,751AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,920DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$42,378ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$54,495ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$53,898ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$126,547ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$230,543ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$507,861TotalExcessDistributionCyovAmt
Qualifying Distributions$246,125QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,920AppliedToCurrentYearAmt
Remaining Distri From Corpus$189,205RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$697,066TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$42,378ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$654,688ExcessDistriCyovToNextYrAmt
Excess From Year4$54,495ExcessFromYear4Amt
Excess From Year3$53,898ExcessFromYear3Amt
Excess From Year2$126,547ExcessFromYear2Amt
Excess From Year1$230,543ExcessFromYear1Amt
Excess From Current Year$189,205ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE BEAN FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 348AddressLine1Txt
CityJAFFREYCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03452ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6035328311RecipientPhoneNum
Form And Info And MaterialsNO PRESCRIBED FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALBERT D QUIGLEY EXHIBIT - HISTORICAL SOCIETY OF CHESHIRE COUNTY
PO BOX 803KEENENH03431NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$5,000
CONTOOCOOK VALLEY TRANSPORTATION CO
375 JAFFREY ROADPETERBOROUGHNH03458NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$1,000
CROTCHED MOUNTAIN FOUNDATION
ONE VERNEY DRIVEGREENFIELDNH03047NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$2,500
FIRST CHURCH OF JAFFREY FAIR
21 THORNDIKE POND ROADJAFFREYNH03452NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$1,500
GOT LUNCH PROGRAM
PO BOX 451RINDGENH03461NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$2,500
HISTORICAL SOCIETY OF CHESHIRE COUNTY
PO BOX 803KEENENH03431NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$500
HOME HEALTHCARE HOSPICE & COMMUNITY SERVICES
312 MARLBORO STREETKEENENH03431NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$2,000
KATRINA UNG - ELLEN BEAN SCHOLARSHI
68 MICHIGAN RDJAFFREYNH03452NONENCFINANCIAL ASSISTANCE$4,000
MONADNOCK AT HOME
PO BOX 343JAFFREYNH03452NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$3,500
MONADNOCK FAMILY SERVICES
64 MAIN STREETSUITE 201KEENENH03431NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$3,500
MONADNOCK INTERNATIONAL FILM FESTIVAL
25 ROXBURY STREETKEENENH03431NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$1,000
PETERBOROUGH PLAYERS
55 HADLEY ROADPETERBOROUGHNH03458NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$1,000
PETERBOROUGH ROTARY CHARITABLE FUND - CAMP QUEST
PO BOX 354PETERBOROUGHNH03458NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$125
SANTA'S HOUSE - CO JAFFREY CHAMBER OF COMMERCE
PO BOX 2JAFFREYNH03452NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$1,500
SHELTER FROM THE STORM
PO BOX 257JAFFREYNH03452NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$4,000
TERRA NOVA TRUST FUND - NH CHARITABLE
37 PLEASANT STREETCONCORDNH03301NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$5,000
THE PARK THEATRE
19 MAIN STREETJAFFREYNH03452NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$205,000
THE RIVER CENTER
44-46 CONCORD STREETPETERBOROUGHNH03458NONE501(C)(3) PUBIC CHARFINANCIAL ASSISTANCE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$246,125TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,387ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20,967ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$37,354ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$37,354TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
14,000 SHARES OF SEVERN BANCORP INC. STOCK$109,236$80,500
2,700 SHARES OF BROWN & BROWN INC STOCK$49,768$86,670
9,900 SHARES OF AMTRUST FINANCIAL SERVICES STOCK$107,829$609,642
2,000 SHARES OF WELLS FARGO STOCK$71,588$108,720
2,000 SHARES OF FASTENAL CO STOCK$76,971$81,640

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING$1,250$0$0
STATE OF NH ANNUAL FEE$75$0$0
SECRETARY OF STATE - NONPROFIT REPORT FEE$25$0$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescVOIDED CHECKSDesc
Amt$10,900Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,644Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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