2012-03-13T15:59:02-05:00 2011-04-30 GAMWELL CAPUTO SIEK & CO PLLC 41 WASHINGTON ST SUITE 10 CONWAY NH 03818 990 2010-05-01 026004752 THE TAMWORTH FOUNDATION TAMW 6033237300 PO BOX 128 TAMWORTH NH 03886 DAVID LITTLE 6033237300 2011-12-14 1 DAVID A CAPUTO CPA 6034473356 X 2010 2016-02-24 21:20:13Z DAVID LITTLE PO BOX 128 TAMWORTH NH 03886 1416135 0 X N/A X 1937 NH TO RAISE AND CONTRIBUTE MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS FOR PUBLIC PURPOSES. 6 6 0 6 0 0 25844 17920 0 0 -49005 236148 0 0 -23161 254068 120697 192375 0 0 0 0 0 0 2498 32267 31854 152964 224229 -176125 29839 3590517 3808801 0 0 3590517 3808801 THE ORGANIZATION'S PURPOSE IS TO PRESERVE AND IMPROVE THE PHYSICAL PROPERTIES OF THE SPIRITUAL, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL-BEING OF THE INHABITANTS OF THE TOWN OF TAMWORTH THROUGH THE ACQUISTION, MANAGEMENT, AND DISPOSITION OF PROPERTIES TO THAT END. 0 0 194106 192375 TO PRESERVE AND IMPROVE THE PHYSICAL PROPERTIES AND THE SPIRITUAL, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL-BEING OF THE INHABITANTS OF TAMWORTH THROUGH THE DISTRIBUTION OF MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS IN ORDER TO FOSTER AND MAINTAIN THE QUALITY OF LIFE IN THE COMMUNITY AS WELL AS THE ACQUISITION, MANAGEMENT, AND DISPOSITION OF PROPERTIES TO THAT END. 194106 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 NH X DAVID M LITTLE 6033237300 486 GREAT HILL ROAD TAMWORTH NH 03886 X WILLIAM WK RICH 5.00 X X 0 0 0 KEATS MYER 2.00 X 0 0 0 DAVID M LITTLE 5.00 X X 0 0 0 KATHERINE J DYRENFORTH 2.00 X 0 0 0 GEORGE M CLEVELAND 3.00 X X 0 0 0 GAIL G MARRONE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 17920 17920 73147 73147 1325068 1162067 163001 163001 163001 254068 0 0 236148 192375 192375 227 227 2140 2140 24605 24605 475 475 PRINTING 1861 930 931 INTERNET 1401 701 700 POSTAGE 548 100 56 392 ANNUAL MEETING 522 522 STATE FEES 75 75 224229 194106 27625 2498 5233 17025 196422 137251 30000 3388862 3624525 3590517 3808801 0 0 X 1828119 1918859 519753 557367 1242645 1332575 3590517 3808801 3590517 3808801 X 29839 188445 X 1 0 0 X 0 X 37315 24045 22740 25844 17920 127864 37315 24045 22740 25844 17920 127864 127864 84516 95010 85292 71364 73147 409329 537193 0.23800 0.25530 X THE TAMWORTH FOUNDATION IS A COMMUNITY TRUST PURSUANT TO IRC SECTION 170(B)(1)(A)(VI) AND IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC SUPPORT ON A CONTINUOUS BASIS THROUGH VARIOUS MEANS INCLUDING, BUT NOT LIMITED TO, AN ANNUAL SUPPORT MAILING. THE ORGANIZATION RECEIVES CONTRIBUTIONS FROM NUMEROUS PERSONS THROUGHOUT THE TOWN, HAS A SIX MEMBER BOARD OF DIRECTORS WHICH REPRESENT THE BROAD INTERESTS OF THE TOWN, AND MAINTAINS A CONTINUOUS CHARITABLE PRESENCE IN THE TOWN BY PROVIDING FUNDS TO THE TOWN AND VARIOUS LOCAL CHARITABLE ORGANIZATIONS AND PROJECTS CONSISTENTLY IN EXCESS OF 4% OF ITS ENDOWMENT. 1762398 3500 211356 71573 15739 1889942 1507976 7094 338844 76536 14980 1762398 1981054 21987 -412260 70182 12623 1507976 0.70500 0.29500 0 0 0 254068 224229 29839 188445 188445 218284 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S PERMANENT ENDOWMENTS ARE HELD FOR THE BENEFIT OF THE TAMWORTH COMMUNITY NURSES ASSOCIATION AND THE TEMPORARY ENDOWMENTS ARE HELD FOR THE BENEFIT OF THE CHOCORUA PUBLIC LIBRARY AND RUNNELLS HALL. ALL THREE ORGANIZATIONS ARE 501(C)(3) ORGANIZATIONS THAT BENEFIT THE INHABITANTS OF TAMWORTH, NH. 1 TAMWORTH COMMUNITY NURSE ASSOC PO BOX 352 TAMWORTH NH 03886 020535235 501(C)(3) 47997 SUPPORT OF LOCAL HOME CARE ORGANIZATION CHOCORUA PUBLIC LIBRARY PO BOX 128 CHOCORUA NH 03817 026005339 501(C)(3) 18974 SUPPORT OF TOWN LIBRARY RUNNELLS HALL MAIN STREET TAMWORTH NH 03886 263801600 501(C)(4) 1102 SUPPORT OF TOWN HALL CHOCORUA COMMUNITY CHURCH PO BOX 14 NORTH SANDWICH NH 03259 020518909 501(C)(3) 10000 SUPPORT OF LOCAL CHURCH BUILDING REPAIRS AND IMPROVEMENTS CHOCORUA COMMUNITY ASSOCIATION PO BOX 185 CHOCORUA NH 03817 141978318 501(C)(3) 1597 SUPPORT OF LOCAL CHARITABLE COMMUNITY ORGANIZATION TAMWORTH OUTING CLUB PO BOX 311 TAMWORTH NH 03886 020215030 501(C)(3) 3500 SUPPORT OF CHILDRENS RECREATION PROGRAMS GREEN MOUNTAIN CONSERVATION GROUP PO BOX 95 EFFINGHAM NH 03882 020498020 501(C)(3) 3500 SUPPORT OF LOCAL LAND CONSERVATION ORGANIZATION INNOVATION NETWORK FOR COMMUNITIES PO BOX 397 BEAVER ISLAND MI 49782 205097409 501(C)(3) 100000 SUPPORT OF ORGANIZATION FUNDING INTERNET SERVICE TO RURAL AREAS OF TAMWORTH TOWN OF TAMWORTH 84 MAIN STREET TAMWORTH NH 03886 026000905 501(C)(3) 2205 SUPPORT OF TOWN'S PURCHASE OF DEFIBRILLATORS FOR RESCUE/FIRE SQUAD TOWN OF TAMWORTH 84 MAIN STREET TAMWORTH NH 03886 026000905 501(C)(3) 3000 SUPPORT OF TOWN SWIM PROGRAM KA BRETT SCHOOL 881 TAMWORTH ROAD TAMWORTH NH 03886 026000905 501(C)(3) 500 SUPPORT OF LOCAL SCHOOL PTA PROJECTS 9 1 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: ALL GRANTS REQUIRE A WRITTEN PROPOSAL AND PROOF OF 501(C)(3) STATUS AND/OR PROJECT DETAILS THAT WILL ENSURE THAT THE MONIES USED ARE CONSISTENT WITH THE PURPOSE OF THE TAMWORTH FOUNDATION'S MISSION OF PRESERVING AND IMPROVING THE PHYSICAL PROPERTIES OF THE SPIRITUAL, INTELLECTUAL, AND PHYSICAL WELL-BEING OF THE TOWN. THE SELECTION CRITERIA IS SOLELY BASED ON WORTHY PROGRAMS AND PROJECTS THAT BENEFIT THE RESIDENTS OF TAMWORTH, NH AND THE TOWN ITSELF. OTHER INFORMATION: PART IV: THE BOARD MONITORS THE USE OF FUNDS GRANTED THROUGH DIRECT OBSERVATION OF THE PROGRAM OR PROJECT, WHICH IS EASILY ASCERTAINABLE DUE TO THE SMALL SIZE AND RURAL NATURE OF THE TOWN. WHEN THE BOARD DETERMINES THAT THEIR ABILITY TO DIRECTLY OBSERVE THE PROGRAM OR PROJECT IS AFFECTED BY ITS NATURE, THEY REQUIRE REPORTS TO BE PROVIDED TO THE BOARD IN ORDER TO DETERMINE THAT THE FUNDS WERE USED IN ACCORDANCE WITH THE GRANT. SHOULD IT BE DETERMINED THAT AMOUNTS WERE NOT EXPENDED IN ACCORDANCE WITH A GRANT, THE GRANT STIPULATES THAT THE UNEXPENDED FUNDS BE RETURNED TO THE TAMWORTH FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING ANNUAL FORM 990, EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE FORM 990 IN ADDITION TO A COPY OF THE ANNUAL CPA COMPILED FINANCIAL STATEMENTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C CONSISTENT WITH THE ORGANIZATION'S BY-LAWS AND NEW HAMPSHIRE LAW, ALL BOARD MEMBERS WHO ARE ALSO MEMBERS OF AN ORGANIZATION REQUESTING A GRANT OR HAVE ANOTHER CONFLICT OF INTEREST, RECUSE THEMSELVES FROM ANY DISCUSSION OR VOTE WITH REGARDS TO SUCH REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND ANNUAL 990 ARE AVAILABLE FOR INSPECTION BY ANYONE WHO MAKES SUCH REQUEST TO THE BOARD OF DIRECTORS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 188,445.