BIBER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2014-04-01 to 2015-03-31
- Filed
- 2015-06-26
- IRS object ID
- 201501779349100105
- Schema version
- 2014v5.0
- 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
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-26T13:20:49-05:00 | ReturnTs |
| Tax Period End | 2015-03-31 | 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 | EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-04-01 | 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 LLP EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN L ABBOTT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701787 | PhoneNum |
| Signature | 2015-06-26 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,218,789 | 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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,420 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $207,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $527,715 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $207,137 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $327,563 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $327,563 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $31,849 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,924 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,925 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,614 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,826 | 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 | $36,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,925 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $206,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,925 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $121,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $308,743 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $209,945 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $403,650 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $307,972 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $233,024 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $243,443 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,600,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,602,659 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,960,490 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $427,430 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $611,206 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,545,733 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,666,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,218,789 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,545,733 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,666,763 | 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 | $3,545,733 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,666,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,545,733 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,666,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,545,733 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $121,030 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,666,763 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,666,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS ABBVIE INC | P | 2011-01-06 | 2014-08-22 | $54,599 | $25,116 | $29,483 | $29,483 |
| 2000 SHS APPLIED MATERIALS INC | P | 2010-07-27 | 2014-09-12 | $44,599 | $25,454 | $19,145 | $19,145 |
| 1000 SHS APPLIED MATERIALS INC | P | 2011-01-20 | 2014-09-12 | $22,299 | $15,207 | $7,092 | $7,092 |
| 350 SHS CANADIAN PACIFIC RAILWAY LTD | P | 2009-07-17 | 2014-08-22 | $69,676 | $12,971 | $56,705 | $56,705 |
| 202.178 SHS AMERICAN CAP WORLD BOND A | P | 2012-12-20 | 2014-08-22 | $4,234 | $4,298 | -$64 | -$64 |
| 3397.822 SHS AMERICAN CAP WORLD BOND A | P | 2009-07-17 | 2014-08-22 | $71,150 | $65,408 | $5,742 | $5,742 |
| 500 SHS JP MORGAN CHASE & CO | P | 2010-04-07 | 2014-04-09 | $29,670 | $23,095 | $6,575 | $6,575 |
| 500 SHS JP MORGAN CHASE & CO | P | 2011-01-06 | 2014-04-09 | $29,670 | $22,383 | $7,287 | $7,287 |
| 366 SHS CDK GLOBAL HOLDINGS LLC | P | 2015-03-19 | $17,275 | $5,079 | $12,196 | $12,196 | |
| 200 SHS MEDTRONIC INC | P | 2005-02-14 | 2015-01-27 | $15,023 | $10,788 | $4,235 | $4,235 |
| 500 SHS MEDTRONIC INC | P | 2009-07-17 | 2015-01-27 | $37,557 | $17,347 | $20,210 | $20,210 |
| 500 SHS MEDTRONIC INC | P | 2011-01-06 | 2015-01-27 | $37,558 | $18,473 | $19,085 | $19,085 |
| 75000 US TREAS NTS 2.500% 03/31/15 | P | 2010-04-09 | 2015-03-31 | $75,000 | $74,948 | $52 | $52 |
| .6667 CDK GLOBAL HOLDINGS LLC | P | 2010-10-19 | 2014-10-16 | $17 | $11 | $6 | $6 |
| CAPITAL GAINS DIVIDENDS | P | $19,388 | $19,388 | $19,388 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $207,137 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $261,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,834,618 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054131 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,882 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,301,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029731 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $316,563 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,274,904 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $206,265 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,093,644 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050387 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,481 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $831,215 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057122 | DistributionYr5Rt |
| Total Distribution | 0.265422 | TotalDistributionRt |
| Average Distribution | 0.053084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,168,867 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $274,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,087 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $277,471 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $185,925 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,175 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,175 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,948 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,948 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,227 | 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 EXCHANGE PLACE | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021092881 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE W BUTTERWORTH III | |||||||||
| C/O GOODWIN PROCTER LLP EXCHANGE | PLACE | BOSTON | MA | 02109 | CO-TRUSTEE/CEASED TO SERVE 12/26/14 | 1.00 | $0 | $0 | $0 |
| W ALAN HARDING | |||||||||
| 323 HAINES HILL ROAD | WOLFEBORO | NH | 03894 | CO-TRUSTEE | 1.00 | $15,925 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP EXCHANGE | PLACE | BOSTON | MA | 02109 | CO-TRUSTEE | 1.00 | $15,924 | $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 | $4,907,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $340,489 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,247,581 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,247,581 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,714 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,168,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $258,443 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $258,443 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,175 | TotalTaxAmt |
| Distributable Before Adj | $252,268 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $252,268 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $252,268 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,925 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $185,925 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $185,925 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $252,268 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $18,660 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,660 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,925 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $185,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,660 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,660 | 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 | $47,683 | 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 (7 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 | $15,000 |
| FRIENDS OF ABENAKI INC | |||||||
| PO BOX 506 | WOLFEBORO FALLS | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $35,000 |
| FRIENDS OF THE LIBBY MUSEUM | |||||||
| 755 NORTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $15,000 |
| LIFE MINISTRIES | |||||||
| PO BOX 476 | WOLFEBORO | NH | 03896 | NONE | PC | SUPPORT CURRENT YEAR PROGRAMS | $20,000 |
| NEW HAMPSHIRE BOAT MUSEUM | |||||||
| PO BOX 1195 | WOLFBORO FALLS | NH | 03896 | NONE | PC | SCHOLARSHIPS FOR BOAT BUILDING PROGRAM | $50,000 |
| WOLFEBORO AREA RECREATION ASSOCIATION (WARA) | |||||||
| 15 NORTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | PC | FRIENDS OF THE DOG PARK AT THE NICK - PREPARING, GRADING, FENCING,INSTALLING A DOG DRINKING FOUNTAIN | $10,000 |
| WENTWORTH ECONOMIC DEVELOPMENT CORP | |||||||
| 7 CENTER STREET | WOLFEBORO | NH | 03894 | NONE | PC | SUPPORT CURRENT PROGRAMS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $207,137 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $327,563 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $327,563 | 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 (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS EMERSON ELECTRIC | $48,631 | $56,620 |
| 1000 SHS STRYKER CORP | $56,367 | $92,250 |
| 1100 SHS AUTOMATIC DATA PROCESSING | $35,827 | $94,204 |
| 1200 SHS COLGATE PALMOLIVE CO | $39,768 | $83,208 |
| 1200 SHS EMC CORP MA | $19,723 | $30,672 |
| 1200 SHS EXXON MOBIL CORP | $79,714 | $102,000 |
| 1200 SHS MEDTRONIC INC | $90,138 | $93,588 |
| 1200 SHS SOUTHERN CO | $38,772 | $53,136 |
| 1200 SHS WALGREEN BOOTS ALLIANCE INC | $38,213 | $101,616 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $67,452 |
| 1400 SHS MERCK & CO | $47,559 | $80,472 |
| 12066.4310 SHS AMERICAN CAPITAL WORLD BOND FD | $232,379 | $237,829 |
| 1600 SHS LINEAR TECH CORP | $45,470 | $74,880 |
| 1700 SHS SYSCO CORP | $52,399 | $64,141 |
| 1800 SHS AMERICAN WATER WORKS CO INC | $46,887 | $97,578 |
| 1800 SHS UNILEVER PLC SPONS ADR | $50,789 | $75,078 |
| 2000 SHS ABBOTT LABS | $44,848 | $92,660 |
| 1000 SHS ABBVIE INC | $23,518 | $58,540 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $55,050 |
| 2000 SHS MICROSOFT CORP | $50,385 | $81,310 |
| 2000 SHS VERIZON COMM | $74,697 | $97,260 |
| 2200 SHS KINDER MORGAN INC | $83,710 | $92,532 |
| 2500 SHS ABB LTD SPONS AMER DEP | $46,119 | $52,925 |
| 2500 SHS AT&T INC | $73,199 | $81,625 |
| 3000 SHS GENERAL ELECTRIC | $56,678 | $74,430 |
| 3993.5110 SHS AMERICAN SMALLCAP WORLD FUND | $112,170 | $190,690 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $57,728 |
| 400 SHS CATERPILLAR INC | $20,735 | $32,012 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $38,776 |
| 4000 SHS WESTERN UNION | $73,942 | $83,240 |
| 500 SHS PRAXAIR INC | $40,776 | $60,370 |
| 5733.814 SHS CAPITAL WORLD GROWTH & INC FUND | $163,524 | $270,292 |
| 600 SHS 3M CO | $53,287 | $98,970 |
| 600 SHS CHEVRON CORP | $38,868 | $62,988 |
| 600 SHS QUALCOMM INC | $38,868 | $41,604 |
| 600 SHS UNITED TECHNOLOGIES CORP | $32,169 | $70,320 |
| 350 SHS CANADIAN PACIFIC RAILWAY LTD | $12,971 | $63,945 |
| 700 SHS STATE STREET CORP | $33,185 | $51,471 |
| 800 SHS DU PONT EI DE NEMOURS & CO | $21,968 | $57,176 |
| 800 SHS MONSANTO CO | $54,632 | $90,032 |
| 800 SHS NEXTERA ENERGY INC | $45,496 | $83,240 |
| 800 SHS PEPSICO INC | $45,197 | $76,496 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $65,552 |
| 900 SHS JOHNSON & JOHNSON | $56,404 | $90,540 |
| 900 SHS SIGMA ALDRICH CORP | $51,803 | $124,425 |
| 1100 SHS MCCORMICK & CO INC | $75,002 | $84,821 |
| 1400 SHS NOVO NORDISK | $62,257 | $74,746 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $233,024 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $243,443 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 1200 SHS NOVARTIS AG SPONS ADR | AT COST | $56,919 | $118,332 |
| 1300 SHS BHP BILLITON LTD SPONS ADR | AT COST | $74,722 | $60,411 |
| 600 SHS ROYAL DUTCH SHELL | AT COST | $32,050 | $35,790 |
| 600 SHS SCHLUMBERGER | AT COST | $37,708 | $50,064 |
| 6944.674 SHS AMERICAN EUROPACIFIC GROWTH FD | AT COST | $226,031 | $346,609 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $2,826 | $2,826 | $0 |
| EXCISE TAX | $1,788 | $0 | $0 |