TAMWORTH FOUNDATION: Form 990, tax year 2023
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- Organization
- TAMWORTH FOUNDATION (EIN 02-6004752)
- Tax period
- 2023-05-01 to 2024-04-30
- Filed
- 2024-09-13
- IRS object ID
- 202442579349301609
- Schema version
- 2023v5.1
- 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) |
|---|---|---|
| Return | 2024-09-13T15:37:56-05:00 | ReturnTs |
| Tax Period End | 2024-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 020522664 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAMWELL CAPUTO KELSCH & CO PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 481 WHITE MOUNTAIN HIGHWAY | AddressLine1Txt |
| City | CONWAY | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026004752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TAMWORTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAMW | BusinessNameControlTxt |
| Phone | 6033237300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1Txt |
| City | TAMWORTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03886 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL G MARRONE | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 6033237300 | PhoneNum |
| Signature | 2024-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A CAPUTO CPA | PreparerPersonNm |
| PTIN | P00184707 | PTIN |
| Phone | 6034473356 | PhoneNum |
| Preparation | 2024-09-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GAIL G MARRONE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1Txt |
| City | TAMWORTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,292,087 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | TAMWORTHFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | NH | LegalDomicileStateCd |
| Activity Or Mission | TO RAISE AND CONTRIBUTE MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS FOR PUBLIC PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $48,906 | PYContributionsGrantsAmt |
| CY Contributions Grants | $31,932 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $396,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $393,485 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $445,706 | PYTotalRevenueAmt |
| CY Total Revenue | $425,417 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $394,059 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $286,370 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $102,308 | PYOtherExpensesAmt |
| CY Other Expenses | $54,736 | CYOtherExpensesAmt |
| PY Total Expenses | $496,367 | PYTotalExpensesAmt |
| CY Total Expenses | $341,106 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$50,661 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $84,311 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,043,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,521,005 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,043,592 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,521,005 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $294,040 | ExpenseAmt |
| Grant | $286,370 | GrantAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $294,040 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID LITTLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6034405888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 468 GREAT HILL ROAD | AddressLine1Txt |
| City | TAMWORTH | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GAIL G MARRONE | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL W CHANT | ||||||
| VICE-PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID M LITTLE | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ANNIE PROVENZANO | ||||||
| TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| NINA S PERRY | ||||||
| CORRESPONDING SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE M CLEVELAND | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $31,932 | AllOtherContributionsAmt |
| Total Contributions | $31,932 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $172,229 | TotalRevenueColumnAmt |
| Exclusion | $172,229 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,087,926 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,866,670 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $221,256 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,256 | TotalRevenueColumnAmt |
| Exclusion | $221,256 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $425,417 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $393,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,370 | TotalAmt |
| Program Services | $286,370 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870 | TotalAmt |
| Management And General | $2,870 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,638 | TotalAmt |
| Management And General | $42,638 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75 | TotalAmt |
| Management And General | $75 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175 | TotalAmt |
| Management And General | $175 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TOWN RECORDS ARCHIVING | $4,078 | $4,078 | ||
| WEBSITE | $2,944 | $2,944 | ||
| PRINTING AND SUPPLIES | $1,005 | $335 | $335 | $335 |
| POSTAGE | $939 | $313 | $313 | $313 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12 | TotalAmt |
| Management And General | $12 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,106 | TotalAmt |
| Program Services | $294,040 | ProgramServicesAmt |
| Management And General | $46,418 | ManagementAndGeneralAmt |
| Fundraising | $648 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,288 | BOYAmt |
| EOY | $23,363 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,530 | BOYAmt |
| EOY | $2,441 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,031,774 | BOYAmt |
| EOY | $7,495,201 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,043,592 | BOYAmt |
| EOY | $7,521,005 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,556,620 | BOYAmt |
| EOY | $2,758,012 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,486,972 | BOYAmt |
| EOY | $4,762,993 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,043,592 | BOYAmt |
| EOY | $7,521,005 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,043,592 | BOYAmt |
| EOY | $7,521,005 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $84,311 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $393,102 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $611,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,932 | CurrentTaxYearAmt |
| Total | $824,238 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,115 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $117,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $611,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,932 | CurrentTaxYearAmt |
| Total | $824,238 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $445,653 | SubstantialContributorsTotAmt |
| Public Support Total170 | $378,585 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $127,932 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,738 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $150,717 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $172,229 | CurrentTaxYearAmt |
| Total | $688,197 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,512,435 | TotalSupportAmt |
| Public Support CY170 | 0.25030 | PublicSupportCY170Pct |
| Public Support PY170 | 0.25150 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | 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. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,486,972 | BeginningYearBalanceAmt |
| Contributions | $175 | ContributionsAmt |
| Investment Earnings Or Losses | $490,763 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $181,840 | GrantsOrScholarshipsAmt |
| Other Expenditures | $407 | OtherExpendituresAmt |
| Administrative Expenses | $32,670 | AdministrativeExpensesAmt |
| End Year Balance | $4,762,993 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,643,100 | BeginningYearBalanceAmt |
| Contributions | $15,945 | ContributionsAmt |
| Investment Earnings Or Losses | $79,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $168,586 | GrantsOrScholarshipsAmt |
| Other Expenditures | $50,124 | OtherExpendituresAmt |
| Administrative Expenses | $32,856 | AdministrativeExpensesAmt |
| End Year Balance | $4,486,972 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,931,253 | BeginningYearBalanceAmt |
| Contributions | $1,041,624 | ContributionsAmt |
| Investment Earnings Or Losses | -$188,292 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $94,043 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,700 | OtherExpendituresAmt |
| Administrative Expenses | $27,742 | AdministrativeExpensesAmt |
| End Year Balance | $4,643,100 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,190,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $893,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $127,571 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25,529 | AdministrativeExpensesAmt |
| End Year Balance | $3,931,253 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,294,313 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $30,154 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $110,654 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $23,012 | AdministrativeExpensesAmt |
| End Year Balance | $3,190,801 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50440 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.49510 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | 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 TAMWORTH SCHOLARSHIP COMMITTEE, THE CHOCORUA PUBLIC LIBRARY, RUNNELLS HALL, THE ARTS COUNCIL OF TAMWORTH, AND THE TAMWORTH HISTORY CENTER. THE BOARD DESIGNATED FUND IS DEDICATED TO THE TOWN OF TAMWORTH FOR A TOWN RECORD CONSERVATION PROJECT. ALL SIXORGANIZATIONS ARE LOCAL TAX-EXEMPT ORGANIZATIONS THAT BENEFIT THE INHABITANTS OF TAMWORTH, NH AND THE RECORD PRESERVATION PROJECT IS DIRECTLY FOR THE TOWN OF TAMWORTH. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TAMWORTH COMMUNITY NURSE ASSOC | ||||||||
| PO BOX 352 | TAMWORTH | NH | 03886 | 020535235 | 501(C)(3) | $111,738 | $0 | SUPPORT OF LOCAL HOME HEALTH CARE ORGANIZATION EXPENSES AND SOLAR ENERGY SYSTEM |
| ARTS COUNCIL OF TAMWORTH | ||||||||
| PO BOX 1 | TAMWORTH | NH | 03886 | 510175669 | 501(C)(3) | $21,797 | $0 | SUPPORT OF LOCAL ARTS ASSOCIATION |
| TAMWORTH HISTORY CENTER | ||||||||
| PO BOX 13 | TAMWORTH | NH | 03886 | 026102587 | 501(C)(3) | $34,766 | $0 | FUNDING FOR HISTORICAL MUSEUM RENOVATIONS AND EXPENSES |
| TAMWORTH SCHOLARSHIP COMMITTEE | ||||||||
| PO BOX 303 | CHOCORUA | NH | 03817 | 223158513 | 501(C)(3) | $13,277 | $0 | SUPPORT OF TOWN STUDENT SCHOLARSHIP PROGRAMS |
| TAMWORTH OUTING CLUB | ||||||||
| PO BOX 311 | TAMWORTH | NH | 03886 | 020215030 | 501(C)(7) | $13,430 | $0 | SUPPORT TO FUND JUNIOR SKI PROGRAM EQUIPMENT AND EXPENSES |
| CHOCORUA LAKE CONSERVANCY | ||||||||
| PO BOX 105 | CHOCORUA | NH | 03817 | 020277083 | 501(C)(3) | $11,250 | $0 | SUPPORT OF LOCAL ENVIROMENTAL CONSERVANCY PROGRAM'S PARKING LOT IMPROVEMENTS AND SHORELINE PROTECTION PROJECT |
| RUNNELS HALL | ||||||||
| MAIN STREET | TAMWORTH | NH | 03886 | 263801600 | 501(C)(4) | $1,990 | $0 | SUPPORT OF TOWN HALL EXPENSES |
| CHOCORUA PUBLIC LIBARY | ||||||||
| BOX 128 | CHOCORUA | NH | 03817 | 026005339 | 501(C)(3) | $34,272 | $0 | FUNDING TOWARDS TOWN LIBRARY AND EDUCATION KITS. |
| SANDWICH COMMUNITY SCHOOL (BEARCAMP CENTER FOR SUSTAINABLE COMMUNITY) | ||||||||
| 1164 BUNKER HILL RD | SOUTH TAMWORTH | NH | 03883 | 020428719 | 501(C)(3) | $22,000 | $0 | SUPPORT TOWARDS LOCAL SCHOOL SUMMER CAMP SCHOLARSHIPS |
| ADVICE TO THE PLAYERS | ||||||||
| PO BOX 38 | CENTER SANDWICH | NH | 03227 | 020518909 | 501(C)(3) | $2,550 | $0 | SUPPORT OF LOCAL THEATER PROGRAMS AND YOUTH SCHOLARSHIPS |
| CHOCORUA COMMUNITY CHURCH | ||||||||
| 49 DEER HILL ROAD | CHOCORUA | NH | 03817 | 020436748 | 501(C)(3) | $5,000 | $0 | FUNDING TOWARDS LOCAL CHURCH STEEPLE RENOVATIONS |
| TAMWORTH PRE-SCHOOL INC | ||||||||
| 27 DURRELL ROAD | TAMWORTH | NH | 03886 | 020270074 | 501(C)(3) | $5,500 | $0 | FUNDING TOWARDS LOCAL SCHOOL FENCING |
| GREEN MOUNTAIN CONSERVATION GROUP | ||||||||
| 236 HUNTRESS BRIDGE ROAD | EFFINGHAM | NH | 03882 | 020498020 | 501(C)(3) | $2,500 | $0 | FUNDING TOWARDS CONSERVATION CENTER'S EDUCATIONAL PROGRAMS |
| CARROLL COUNTRY RETIRED AND SENIOR VOLUNTEER PROGRAM | ||||||||
| 53 TECHNOLOGY LANE | CONWAY | NH | 03818 | 991937708 | 501(C)(3) | $1,500 | $0 | FUNDING TOWARDS SENIOR SERVICES VOLUNTEER PROGRAMS |
| TIN MOUNTAIN CONSERVATION CENTER | ||||||||
| 1245 BALD HILL ROAD | ALBANY | NH | 03818 | 020353541 | 501(C)(3) | $2,250 | $0 | FUNDING TOWARDS CONSERVATION CENTER CHILDRENS' PROGRAM |
| WONALANCET UNION CHAPEL | ||||||||
| 3436 CHINOOK TRAIL | TAMWORTH | NH | 03886 | 026010928 | 501(C)(3) | $1,700 | $0 | FUNDING TOWARDS CHURCH PURCHASE OF AED |
| BARNSTORMERS THEATER | ||||||||
| 104 MAIN STREET | TAMWORTH | NH | 03886 | 020266358 | 501(C)(3) | $850 | $0 | SUPPORT FOR LOCAL THEATER COMPANY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 CHARITABLE 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. |
| SCHEDULE I 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING ANNUAL FORM 990, EACH MEMBER OF THE BOARD RECEIVES A COPY OF THE FORM 990 FOR REVIEW. |
| 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. |
| FORM 990, PART IX, LINE 24E | DUES AND FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12. |