BIBER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-07-27
- IRS object ID
- 201642099349100514
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-27T13:19:44-05:00 | ReturnTs |
| Tax Period End | 2016-03-31 | 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 | 2015-04-01 | 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 | 2016-07-27 | 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 | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,911,494 | 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 | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $348,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,545 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $134,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,647 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,114 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,057 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,057 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,649 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,649 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,468 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,065 | 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 | $46,301 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,841 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,057 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $303,801 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,841 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $272,557 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$169,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,806 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $403,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $91,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $91,735 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $233,024 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $384,899 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $389,189 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,602,659 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,668,267 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,962,812 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $427,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $352,708 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $467,758 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,666,763 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,497,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,911,494 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,666,763 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,497,609 | 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 | $3,666,763 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,497,609 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,666,763 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,497,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,666,763 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$169,154 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,497,609 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,497,609 | 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 |
|---|---|---|---|---|---|---|---|
| 2500 SHS ABB LTD SPONS ADR | P | 2011-12-08 | 2015-08-12 | $50,374 | $46,119 | $4,255 | $4,255 |
| 2000 SHS ABBOTT LABS | P | 2016-01-21 | $78,666 | $44,848 | $33,818 | $33,818 | |
| 1300 SHS BHP BILLITON | P | 2016-01-21 | $27,095 | $74,722 | -$47,627 | -$47,627 | |
| 2200 SHS KINDER MORGAN INC | P | 2013-07-31 | 2016-01-21 | $30,556 | $83,710 | -$53,154 | -$53,154 |
| 1000 SHS KINDER MORGAN INC | P | 2015-08-12 | 2016-01-21 | $13,889 | $33,761 | -$19,872 | -$19,872 |
| 900 SHS SIGMA ALDRICH CORP | P | 2015-08-12 | $125,611 | $51,803 | $73,808 | $73,808 | |
| 520 SHS SOUTH32 | P | 2015-05-29 | 2015-08-12 | $3,172 | $4,329 | -$1,157 | -$1,157 |
| CAPITAL GAINS DIVIDENDS | P | $19,474 | $19,474 | $19,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,545 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $185,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,168,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $261,703 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,834,618 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $127,882 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,301,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029731 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $316,563 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,274,904 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074051 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $206,265 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,093,644 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050387 | DistributionYr5Rt |
| Total Distribution | 0.244270 | TotalDistributionRt |
| Average Distribution | 0.048854 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,893,183 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,052 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $240,190 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $272,557 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,176 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,176 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,038 | OverpaymentAmt |
| Applied To ES Tax | $1,140 | AppliedToESTaxAmt |
| Refund | $3,898 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN L ABBOTT ESQ | IndividualWithBooksNm |
| Phone | 6175701787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP 100 NORTHERN | AddressLine1Txt |
| Address Line2 | AVENUE | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | $15,057 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP 100 | BOSTON | MA | 02210 | CO-TRUSTEE | 1.00 | $15,057 | $0 | $0 | NORTHERN AVENUE |
| 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 | $4,662,397 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $305,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,967,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,967,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,515 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,893,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $244,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $244,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,138 | TotalTaxAmt |
| Distributable Before Adj | $243,521 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $243,521 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $243,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $272,557 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $272,557 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $271,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $243,521 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,683 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $272,557 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $224,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $18,647 | 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 |
| LAKES REGION HUMANE SOCIETY | |||||||
| PO BOX 655 | OSSIPEE | NH | 03864 | NONE | PC | SUPPORT FOR CURRENT YEAR PROGRAMS | $2,500 |
| 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 |
| NEW HAMPSHIRE BOAT MUSEUM | |||||||
| PO BOX 1195 | WOLFBORO FALLS | NH | 03896 | NONE | PC | SCHOLARSHIPS FOR BOAT BUILDING PROGRAM | $50,000 |
| WOLFEBORO PUBLIC LIBRARY | |||||||
| 259 SOUTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,500 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $134,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,647 | 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 (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS ABBVIE INC | $23,518 | $57,120 |
| 1000 SHS EMERSON ELECTRIC | $48,631 | $54,380 |
| 1000 SHS STRYKER CORP | $56,367 | $107,290 |
| 1100 SHS AUTOMATIC DATA PROCESSING | $35,827 | $98,681 |
| 1100 SHS MCCORMICK & CO INC | $75,002 | $109,428 |
| 1200 SHS COLGATE PALMOLIVE CO | $39,768 | $84,780 |
| 1200 SHS EMC CORP MA | $19,723 | $31,980 |
| 1200 SHS EXXON MOBIL CORP | $79,714 | $100,308 |
| 1200 SHS MEDTRONIC INC | $90,138 | $90,000 |
| 1200 SHS SOUTHERN CO | $38,772 | $62,076 |
| 1200 SHS WALGREEN BOOTS ALLIANCE INC | $38,213 | $101,088 |
| 12066.4310 SHS AMERICAN CAPITAL WORLD BOND FD | $232,379 | $239,519 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $68,334 |
| 1400 SHS MERCK & CO | $47,559 | $74,074 |
| 1400 SHS NOVO NORDISK | $62,257 | $75,866 |
| 1600 SHS LINEAR TECH CORP | $45,470 | $71,296 |
| 1700 SHS SYSCO CORP | $52,399 | $79,441 |
| 1800 SHS AMERICAN WATER WORKS CO INC | $46,887 | $124,074 |
| 1800 SHS UNILEVER PLC SPONS ADR | $50,789 | $81,324 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $56,940 |
| 2000 SHS MICROSOFT CORP | $50,385 | $110,460 |
| 2000 SHS VERIZON COMM | $74,697 | $108,160 |
| 2500 SHS AT&T INC | $73,199 | $97,925 |
| 3000 SHS GENERAL ELECTRIC | $56,678 | $95,370 |
| 350 SHS CANADIAN PACIFIC RAILWAY LTD | $12,971 | $46,441 |
| 4254.49 SHS AMERICAN SMALLCAP WORLD FUND | $123,477 | $180,305 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $56,752 |
| 400 SHS CATERPILLAR INC | $20,735 | $30,616 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $42,188 |
| 4000 SHS WESTERN UNION | $73,942 | $77,160 |
| 500 SHS PRAXAIR INC | $40,776 | $57,225 |
| 5827.876 SHS CAPITAL WORLD GROWTH & INC FUND | $167,595 | $252,172 |
| 600 SHS 3M CO | $53,287 | $99,978 |
| 600 SHS CHEVRON CORP | $38,868 | $57,240 |
| 600 SHS QUALCOMM INC | $38,868 | $30,684 |
| 600 SHS UNITED TECHNOLOGIES CORP | $32,169 | $60,060 |
| 700 SHS STATE STREET CORP | $33,185 | $40,964 |
| 800 SHS DU PONT EI DE NEMOURS & CO | $20,907 | $50,656 |
| 800 SHS MONSANTO CO | $54,632 | $70,192 |
| 800 SHS NEXTERA ENERGY INC | $45,496 | $94,672 |
| 800 SHS PEPSICO INC | $45,197 | $81,984 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $65,848 |
| 1500 SHS JOHNSON & JOHNSON | $113,902 | $162,300 |
| 70 SHS ALPHABET INC CL C | $49,522 | $52,146 |
| 1500 SHS CORNING INC | $27,045 | $31,335 |
| 1000 SHS FASTENAL CO | $40,280 | $49,000 |
| 1000 SHS GILEAD SCIENCES INC | $102,365 | $91,860 |
| 160 SHS THE CHEMOURS CO | $1,061 | $1,120 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $384,899 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $389,189 | 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 | $86,928 |
| 600 SHS ROYAL DUTCH SHELL | AT COST | $32,050 | $29,070 |
| 600 SHS SCHLUMBERGER | AT COST | $37,708 | $44,250 |
| 6944.674 SHS AMERICAN EUROPACIFIC GROWTH FD | AT COST | $226,031 | $307,510 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOODWIN PROCTER LLP | CategoryTxt |
| Legal Fees | $3,649 | LegalFeesAmt |
| Net Investment Income | $3,649 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,914 | $1,914 | $0 |
| EXCISE TAX | $10,403 | $0 | $0 |
| ADR FEES | $151 | $151 | $0 |