BIBER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BIBER FOUNDATION (EIN 04-3424945)
- Tax period
- 2013-04-01 to 2014-03-31
- Filed
- 2014-06-16
- IRS object ID
- 201431679349100113
- Schema version
- 2013v3.0
- 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 | 2014-06-16T14:33:09-05:00 | ReturnTs |
| Tax Period End | 2014-03-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-04-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE W BUTTERWORTH III | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6175701787 | PhoneNum |
| Signature | 2014-06-16 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,064,175 | 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 | $116,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,603 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $362,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,603 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $213,172 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $213,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,336 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,685 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,651 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,791 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,577 | 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 | $35,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,332 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,332 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,651 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$72,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $194,840 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,339 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $209,945 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $209,945 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $409,821 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $307,972 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $323,201 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,601,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,600,386 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,895,709 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $459,556 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $635,320 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,617,758 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,545,733 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,064,175 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,617,758 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,545,733 | 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 | $3,617,758 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,545,733 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,617,758 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,545,733 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,617,758 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$72,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,545,733 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,545,733 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 SHS BP PLC SPONS ADR | P | 2009-07-17 | 2013-07-31 | $24,936 | $32,126 | -$7,190 | -$7,190 |
| 1000 SHS DENTSPLY INTL INC | P | 2009-07-17 | 2013-07-31 | $42,749 | $30,282 | $12,467 | $12,467 |
| 500 SHS PACCAR INC | P | 2009-07-17 | 2013-07-31 | $28,265 | $15,818 | $12,447 | $12,447 |
| 3400 SHS AMERICAN SMALLCAP WORLD FD A | P | 2009-07-17 | 2013-07-31 | $157,862 | $85,510 | $72,352 | $72,352 |
| 50000 US TREAS NOTES 4.250% 08/15/13 | P | 2006-02-27 | 2013-08-15 | $50,000 | $49,233 | $767 | $767 |
| 50000 US TREAS NOTES 4.000% 02/15/14 | P | 2014-02-18 | $50,000 | $52,616 | -$2,616 | -$2,616 | |
| CAPITAL GAINS DIVIDENDS | P | $8,376 | $8,376 | $8,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,603 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $127,882 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,301,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | .029731 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $316,563 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,274,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | .074051 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $206,265 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,093,644 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | .050387 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,481 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $831,215 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | .057122 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,660 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $803,416 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | .048120 | DistributionYr5Rt |
| Total Distribution | .259411 | TotalDistributionRt |
| Average Distribution | .051882 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,834,618 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $250,830 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,948 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $252,778 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $263,651 | 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 | $1,948 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,948 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,108 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,108 | TotalPaymentsAndCreditsAmt |
| Overpayment | $160 | OverpaymentAmt |
| Applied To ES Tax | $160 | AppliedToESTaxAmt |
| Refund | $0 | 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 | GEORGE W BUTTERWORTH III ESQ | IndividualWithBooksNm |
| Phone | 6175701787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GOODWIN PROCTER LLP EXCHANGE PLACE | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 021092881 | ZIPCode |
| 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/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.00 | $9,286 | $0 | $0 |
| W ALAN HARDING | |||||||||
| 323 HAINES HILL ROAD | WOLFEBORO | NH | 03894 | CO-TRUSTEE | 1.00 | $11,764 | $0 | $0 | |
| SUSAN L ABBOTT | |||||||||
| C/O GOODWIN PROCTER LLP EXCHANGE | PLACE | BOSTON | MA | 02109 | CO-TRUSTEE | 1.00 | $9,286 | $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 | $4,680,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $228,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,908,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,908,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,834,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $241,731 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $241,731 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,948 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,948 | TotalTaxAmt |
| Distributable Before Adj | $239,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $239,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $239,783 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,651 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $263,651 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,948 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $261,703 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,208 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $263,651 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,208 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $239,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,660 | 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 | $18,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $18,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOPGCAMC | |||||||
| 384 MARLBOROUGH STREET | BOSTON | MA | 02109 | NONE | N/A | CHARLESGATE PROJECT | $10,000 |
| FRIENDS OF THE WOLFEBORO TOWN HALL | |||||||
| PO BOX 901 | WOLFEBORO | NH | 03894 | NONE | N/A | SUPPORT CURRENT PROGRAMS | $50,000 |
| LIFE MINISTRIES | |||||||
| PO BOX 476 | WOLFEBORO | NH | 03896 | NONE | N/A | SUPPORT CURRENT YEAR PROGRAMS | $20,000 |
| MASSACHUSETTS AUDOBON SOCIETY | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | NONE | N/A | SUPPORT TO PURCHASE CAMP WILDWOOD | $100,000 |
| NEW HAMPSHIRE BOAT MUSEUM | |||||||
| PO BOX 1195 | WOLFBORO FALLS | NH | 03896 | NONE | N/A | SCHOLARSHIPS FOR BOAT BUILDING PROGRAM | $20,000 |
| P2P | |||||||
| PO BOX 537 | BROOKFIELD | NH | 03872 | NONE | N/A | SUPPORT CURRENT PROGRAMS | $10,000 |
| UNIVERSITY OF NEW HAMPSHIRE | |||||||
| 105 MAIN STREET | DURHAM | NH | 03824 | NONE | N/A | SUPPORT FOR CURRENT PROGRAMS | $10,000 |
| WARA | |||||||
| 15 NORTH MAIN STREET | WOLFEBORO | NH | 03894 | NONE | N/A | SUPPORT CURRENT PROGRAMS | $5,000 |
| WILLIAM LAWRENCE CAMP INC | |||||||
| 139 FEDERAL CORNER RD | TUFTONBORO | NH | 03816 | NONE | N/A | SUPPORT FOR MODERN HEATING SYSTEM | $25,000 |
| 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $96,603 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $213,172 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $213,172 | 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 | $66,800 |
| 1000 SHS JP MORGAN CHASE & CO | $45,478 | $60,710 |
| 1000 SHS STRYKER CORP | $56,367 | $81,470 |
| 1100 SHS AUTOMATIC DATA PROCESSING | $40,917 | $84,986 |
| 1200 SHS EMC CORP MA | $19,723 | $32,892 |
| 1200 SHS EXXON MOBIL CORP | $79,714 | $117,216 |
| 1200 SHS MEDTRONIC INC | $46,608 | $73,848 |
| 1200 SHS SOUTHERN CO | $38,772 | $52,728 |
| 1200 SHS WALGREEN CO | $38,213 | $79,236 |
| 1400 SHS MERCK & CO | $47,559 | $79,478 |
| 1400 SHS EXPEDITORS INTL WASH INC | $52,655 | $55,482 |
| 15498.5920 SHS AMERICAN CAPITAL WORLD BOND FD | $298,754 | $318,961 |
| 1600 SHS LINEAR TECH CORP | $45,470 | $77,904 |
| 1700 SHS SYSCO CORP | $52,399 | $61,421 |
| 1800 SHS AMERICAN WATER WORKS CO INC | $46,887 | $81,720 |
| 1800 SHS UNILEVER PLC SPONS ADR | $50,789 | $77,004 |
| 2000 SHS ABBOTT LABS | $44,848 | $77,020 |
| 2000 SHS ABBVIE INC | $48,634 | $102,800 |
| 2000 SHS CISCO SYSTEMS INC | $44,362 | $44,830 |
| 2000 SHS MICROSOFT CORP | $50,385 | $81,980 |
| 2000 SHS VERIZON COMM | $74,697 | $95,140 |
| 2500 SHS ABB LTD SPONS AMER DEP | $46,119 | $64,475 |
| 2500 SHS AT&T INC | $73,199 | $87,675 |
| 3000 SHS APPLIED MATERIALS INC | $40,661 | $61,245 |
| 3000 SHS GENERAL ELECTRIC | $56,678 | $77,670 |
| 400 SHS BERKSHIRE HATHAWAY | $28,701 | $49,988 |
| 400 SHS CATERPILLAR INC | $20,735 | $39,748 |
| 400 SHS UNITED PARCEL SERVICE CL B | $20,968 | $38,952 |
| 4000 SHS WESTERN UNION | $73,942 | $65,440 |
| 500 SHS PRAXAIR INC | $40,776 | $65,485 |
| 5733.814 SHS CAPITAL WORLD GROWTH & INC FUND | $163,524 | $263,125 |
| 600 SHS 3M CO | $53,287 | $81,396 |
| 600 SHS CHEVRON CORP | $38,868 | $71,346 |
| 1200 SHS COLGATE PALMOLIVE CO | $39,768 | $77,844 |
| 600 SHS UNITED TECHNOLOGIES CORP | $32,169 | $70,104 |
| 3615.8650 SHS AMERICAN SMALLCAP WORLD FUND | $94,995 | $179,889 |
| 700 SHS CANADIAN PACIFIC RAILWAY LTD | $25,942 | $105,301 |
| 700 SHS STATE STREET CORP | $33,185 | $48,685 |
| 800 SHS DU PONT EI DE NEMOURS & CO | $21,968 | $53,680 |
| 800 SHS MONSANTO CO | $54,632 | $91,016 |
| 800 SHS NEXTERA ENERGY INC | $45,496 | $76,496 |
| 800 SHS PEPSICO INC | $45,197 | $66,800 |
| 800 SHS PROCTER & GAMBLE CO | $46,929 | $64,480 |
| 900 SHS JOHNSON & JOHNSON | $56,404 | $88,407 |
| 900 SHS SIGMA ALDRICH CORP | $51,803 | $84,042 |
| 2200 SHS KINDER MORGAN INC | $83,710 | $71,478 |
| 600 SHS QUALCOMM INC | $38,868 | $47,316 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $307,972 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $323,201 | 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 | $102,024 |
| 1300 SHS BHP BILLITON LTD SPONS ADR | AT COST | $74,722 | $88,101 |
| 600 SHS ROYAL DUTCH SHELL | AT COST | $32,050 | $43,836 |
| 600 SHS SCHLUMBERGER | AT COST | $37,708 | $58,500 |
| 6944.674 SHS AMERICAN EUROPACIFIC GROWTH FD | AT COST | $226,031 | $342,859 |
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 | $1,577 | $1,577 | $0 |
| EXCISE TAX | $3,214 | $0 | $0 |