THE BEAN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE BEAN FOUNDATION (EIN 02-6005330)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201331339349100978
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T10:51:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020354851 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELANSON HEATH AND COMPANY PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 PERIMETER ROAD | AddressLine1 |
| City | NASHUA | City |
| State | NH | State |
| ZIP Code | 030631301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026005330 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEAN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEAN | NameControl |
| Phone | 6035328311 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 265 OLD DUBLIN ROAD | AddressLine1 |
| City | PETERBOROUGH | City |
| State | NH | State |
| ZIP Code | 03458 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES KRAUSE | Name |
| Title | TREASURER | Title |
| Phone | 6035328311 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERYL L STEPHENS-BURKE CPA | Name |
| PTIN | P00085224 | PTIN |
| Phone | 6038821111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 981970 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 20319 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20319 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 100321 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 373308 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 100321 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 120640 | TotalRevenueAndExpenses |
| Total Net Investment Income | 120640 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1326 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1326 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 102700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 102700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 104026 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 102700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16614 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 120640 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 7593 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 10850 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 10850 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 735253 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 748610 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 971120 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 742846 | TotalAssetsBOY |
| Total Assets EOY | 759460 | TotalAssetsEOY |
| Total Assets EOYFMV | 981970 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 742846 | RetainedEarningsBOY |
| Retained Earnings EOY | 759460 | RetainedEarningsEOY |
| Total Net Assets BOY | 742846 | TotalNetAssetsBOY |
| Total Net Assets EOY | 759460 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 742846 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 759460 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 742846 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16614 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 759460 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 759460 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 373308 | GrossSalesPrice |
| Cost Or Other Basis | 272987 | CostOrOtherBasis |
| Gain Or Loss | 100321 | GainOrLoss |
| Gains Minus Excess Or Losses | 100321 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 100321 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 100766 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 936780 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.107566 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 79243 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 771581 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.102702 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 49850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 652116 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.076443 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 42427 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 759433 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.055867 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 49775 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 900097 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055300 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.397878 | TotalDistributionRatio |
| Average Distribution Ratio | 0.079576 | AverageDistributionRatio |
| Net Noncharitable Assets | 1000162 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 79589 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1206 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 80795 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 102700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1206 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1206 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1206 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 596 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 596 | TotalCreditsAndPayments |
| Tax Due | 610 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES H KRAUSE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6035328311 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DD BEAN SONS CO PO BOX 348 | AddressLine1 |
| City | JAFFREY | City |
| State | NH | State |
| ZIP Code | 03452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| SUSAN E LEACH | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| CHARLES H KRAUSE | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | VICE PRESIDENT, TREASURER | 1.00 | 0 | 0 | 0 |
| CHRISTOPHER V BEAN | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | SECRETARY | 1.00 | 0 | 0 | 0 |
| BONNIE B BENNETT | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DELCIE D BEAN | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARK C BEAN | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| CAROLINE K HOLLISTER | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| LAURA REDMOND | ||||||||
| C/O THE BEAN FOUNDATION PO BOX 348 | JAFFREY | NH | 03452 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 984487 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 30906 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1015393 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1015393 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15231 | CashDeemedCharitable |
| Net Noncharitable Assets | 1000162 | NetNoncharitableAssets |
| Minimum Investment Return | 50008 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 50008 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1206 | TaxBasedOnInvestmentIncome |
| Total Tax | 1206 | TotalTax |
| Distributable Amount Before Adj | 48802 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48802 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48802 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 102700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 102700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1206 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 101494 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48802 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6591 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 5513 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 17814 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 42378 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 54495 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 126791 | TotalExcessDistriCarryover |
| Qualifying Distributions | 102700 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48802 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 53898 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 180689 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 6591 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 174098 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 5513 | ExcessFromYear4 |
| Excess From Year3 | 17814 | ExcessFromYear3 |
| Excess From Year2 | 42378 | ExcessFromYear2 |
| Excess From Year1 | 54495 | ExcessFromYear1 |
| Excess From Current Year | 53898 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE BEAN FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 348 | AddressLine1 |
| City | JAFFREY | City |
| State | NH | State |
| ZIP Code | 03452 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6035328311 | RecipientPhoneNumber |
| Form And Info And Materials | NO PRESCRIBED FORM. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CASA OF NH | |||||||
| PO BOX 1327 | MANCHESTER | NH | 03105 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $4,000 |
| CONTOOCOOK VALLEY TRANSPORTATION CO | |||||||
| 375 JAFFREY ROAD | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $500 |
| EASTER SEALS OF NH KEENE PROGRAM | |||||||
| 12 KINGSBURY STREET | KEENE | NH | 03431 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $500 |
| FIRST CHURCH OF JAFFREY FAIR | |||||||
| 21 THORNDIKE POND ROAD | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $500 |
| JAFFREY RINDGE ROTARY - CAMP QUEST | |||||||
| PO BOX 752 | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $4,000 |
| JAFFREY FOOD PANTRY | |||||||
| 54 MAIN STREET | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $3,000 |
| MAPS COUNSELING SERVICES INC | |||||||
| 44 CONCORD STREET | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,500 |
| MONADNOCK AREA FOOD PANTRY | |||||||
| 51 CONCORD STREET | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,000 |
| MONADNOCK AREA TRANSITIONAL SHELTER | |||||||
| PO BOX 3053 | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,500 |
| MONADNOCK AT HOME | |||||||
| PO BOX 343 | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $4,500 |
| MONADNOCK COMMUNITY HOSPITAL | |||||||
| 452 OLD STREET ROAD | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,500 |
| PETERBOROUGH UNITARIAN UNIVERSALIST CHURCH | |||||||
| 25 MAIN STREET | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $2,000 |
| PROJECT SHAKESPEARE | |||||||
| 51 HARKNESS ROAD | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $400 |
| RINDGE FOOD PANTRY | |||||||
| 646 NEW HAMPSHIRE 119 | RINDGE | NH | 03461 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $500 |
| SANTA'S HOUSE - CO JAFFREY CHAMBER OF COMMERCE | |||||||
| PO BOX 2 | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $2,000 |
| SHARON ARTS CENTER | |||||||
| 457 ROUTE 123 | SHARON | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $5,000 |
| SAMANTHA ASAFF - ELLEN BEAN SCHOLAR | |||||||
| 43 DARCIE DRIVE | JAFFREY | NH | 03452 | NONE | FINANCIAL ASSISTANCE | $4,000 | |
| SHELTER FROM THE STORM | |||||||
| PO BOX 257 | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $3,000 |
| THE COMMUNITY KITCHEN | |||||||
| 35-37 MECHANIC STREET | KEENE | NH | 03431 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,500 |
| THE PARK THEATRE | |||||||
| 19 MAIN STREET | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $12,750 |
| THE RIVER CENTER | |||||||
| 44-46 CONCORD STREET | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $2,500 |
| TOUCHSTONE FARM | |||||||
| 13 PONY FARM LANE | TEMPLE | NH | 03084 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,500 |
| WELLNESS EDUCATION FOR MONADNOCK SENIORS | |||||||
| PO BOX 94 | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $100 |
| NADIA BHATTI - STUDENT AMBASSADOR | |||||||
| 121 OVERVIEW ROAD | JAFFREY | NH | 03452 | NONE | FINANCIAL ASSISTANCE | $500 | |
| INGALLS MEMORIAL LIBRARY | |||||||
| 203 MAIN STREET | RINDGE | NH | 03461 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $200 |
| LIBERTY HOUSE INC | |||||||
| 75 W BAKER STREET | MANCHESTER | NH | 03103 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $3,500 |
| CHILDREN'S LITERACY FOUNDATION | |||||||
| 1536 LOOMIS HILL ROAD | WATERBURY CENTER | VT | 05677 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,250 |
| OUR TOWN GRANT | |||||||
| 1 GROVE STREET | PETERBOROUGH | NH | 03458 | NONE | GOVERNMENTAL ENTITY | FINANCIAL ASSISTANCE | $5,000 |
| JAFFREY RINDGE EXTENDED DAY PROGRAM | |||||||
| 81 FITZGERALD DRIVE UNIT 2 | JAFFREY | NH | 03452 | NONE | GOVERNMENTAL ENTITY | FINANCIAL ASSISTANCE | $1,250 |
| MEALS ON WHEELS - JAFFREY | |||||||
| 395 DANIEL WEBSTER HWY | MERRIMACK | NH | 03054 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $2,000 |
| PETERBOROUGH PLAYERS | |||||||
| 55 HADLEY ROAD | PETERBOROUGH | NH | 03458 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $10,000 |
| JAFFREY BETTERMENT | |||||||
| BOX 2 | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $1,500 |
| MONADNOCK RSVPVOLUNTEER CENTER | |||||||
| 64 MAIN STREET 2ND FLOOR | KEENE | NH | 03431 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $2,750 |
| JAFFREY HISTORICAL SOCIETY | |||||||
| 40 MAIN STREET | JAFFREY | NH | 03452 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $10,000 |
| TERRA NOVA TRUST FUND - NH CHARITABLE | |||||||
| 37 PLEASANT STREET | CONCORD | NH | 03301 | NONE | 501(C)(3) PUBIC CHAR | FINANCIAL ASSISTANCE | $7,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 102700 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $20,319 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $100,321 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $120,640 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 120640 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (7 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 3,000 SHARES OF PFIZER STOCK | 0 | 0 |
| 14,000 SHARES OF SEVERN BANCORP INC. STOCK | 109236 | 43960 |
| 8,500 SHARES OF BROWN & BROWN INC STOCK | 63362 | 89110 |
| 12,000 SHARES OF AMTRUST FINANCIAL SERVICES STOCK | 107829 | 258210 |
| 15,000 PRIMORIS SERVICES CORP | 114055 | 210560 |
| 4,000 SHARES OF MEDTRONIC INC. | 156474 | 164080 |
| 18,000 SHARES OF STAPLES | 197654 | 205200 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ACCOUNTING | 1250 | 0 | 0 |
| STATE OF NH ANNUAL FEE | 76 | 0 | 0 |
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