2019-05-02T13:39:29-05:00 2018-12-31 020365196 MASON & RICH PA 6 BICENTENNIAL SQ CONCORD NH 033014058 990PF 2018-01-01 043370159 MERRIMACK COUNTY SAVINGS BANK FDTN MERR 6032232707 89 NORTH MAIN STREET CONCORD NH 03301 LINDA LORDEN TREAS (INCOMING) 6032232707 2019-04-23 true POLLYANNA KING CPA MST P00539290 6032242000 2019-04-23 216.107.210.34 2019-05-02 13:39:29 CD P 545B3C1728DF7EAA954E4E5DCC8DD22305F75A38 B5BF4D4BE4651635CF1952BEC6C017AA5A5C3244 2018 2019-02-21 02:37:17Z X 1049334 X X 9296 7542 18290 18290 75032 203653 75032 102618 100864 1500 750 750 11703 11703 75 75 13278 12453 825 55000 55000 68278 12453 55825 34340 88411 38978 15159 15159 158507 187999 185774 674308 693786 739559 104057 113810 108842 975850 1010754 1049334 0 X 975850 1010754 975850 1010754 975850 1010754 975850 34340 564 1010754 1010754 BROKERAGE ACCOUNT: SHORT TERM GAINS P 2018-01-02 2018-12-31 20004 14798 5206 5206 BROKERAGE ACCOUNT: LONG TERM GAINS P 2017-12-30 2018-12-31 174995 113823 61172 61172 75032 5206 false 53900 1149553 0.046888 57303 1077222 0.053195 49732 1136671 0.043752 55400 1154551 0.047984 51150 1078411 0.047431 0.239250 0.047850 1135827 54349 884 55233 55825 X 884 884 884 1421 1421 537 537 false false false false false false false true true NH true false false false false true N/A MERRIMACK COUNTY SAVINGS BANK 6032252793 89 NORTH MAIN STREET CONCORD NH 03301 false false false false false false false false false false false false false false false false false false false false PHILIP B EMMA 124 DIAMOND DRIVE HENNIKER NH 03242 TREAS (OUTGO 0.10 0 0 0 MICHAEL GREEN 123 OLD HENNIKER ROAD HOPKINTON NH 03229 TRUSTEE 0.10 0 0 0 CHRISTINE RATH 120 FRANKLIN STREET CONCORD NH 03301 TRUSTEE 0.10 0 0 0 JONATHAN RUGGLES 4 SHERWOOD DRIVE CONCORD NH 03301 TRUSTEE 0.10 0 0 0 PETER BLOOMFIELD 4 BUCKINGHAM DRIVE BOW NH 03304 TRUSTEE 0.10 0 0 0 LINDA LORDEN 89 NORTH MAIN STREET CONCORD NH 03301 TREAS (INCOM 0.10 0 0 0 NONE NONE N/A 1127692 25432 0 1153124 1153124 17297 1135827 56791 56791 884 884 55907 55907 55907 55825 55825 884 54941 55907 53103 55825 53103 2722 53185 CHRISTINE SCHEINER 89 NORTH MAIN STREET CONCORD NH 03301 6032232707 CSCHEINER@NHMUTUAL.COM IN ORDER TO ASSURE FAIRNESS, CONSISTENCY AND AS MUCH OBJECTIVITY AS POSSIBLE IN THE GRANT ALLOCATION PROCESS, ALL GRANT REQUESTS WILL BE ACCEPTED ON A COMMON BASIS. FIVE (5) COPIES OF THE ENTIRE APPLICATION PACKAGE ARE REQUIRED. A GRANT REQUEST WILL NOT NORMALLY BE CONSIDERED BY THE TRUSTEES UNLESS IT INCLUDES, AT A MINIMUM: 1. THE GRANT REQUEST APPLICATION FORM. 2. ONE TO THREE PAGE DESCRIPTION OF THE APPLYING ORGANIZATION AND THE PROGRAM(S) TO BE FUNDED BY THE GRANT. 3. AN EXPLANATION OF THE GOVERNANCE STRUCTURE OF THE ORGANIZATION, INCLUDING THE ORGANIZATION'S EXECUTIVE STAFF AND BOARD OF TRUSTEES. 4.THE AMOUNT REQUESTED. ORGANIZATIONS ARE REQUIRED TO SUBMIT A PROJECT/PROGRAM BUDGET. OTHER FUNDING SOURCES (IF ANY) SHOULD BE NOTED, AS WELL AS AN EXPLANATION OF HOW THE FUNDS WILL BE USED SHOULD THE FULL GRANT REQUEST NOT BE GRANTED. 5. A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER AND A STATEMENT THAT THE ORGANIZATION CURRENTLY QUALIFIES AS SUCH, AND THAT THEY ARE IN COM APPLICATIONS ARE ACCEPTED BEGINNING SEPTEMBER 1ST TO OCTOBER 1ST IN THE GRANT YEAR. THE FOUNDATION DOES NOT FUND REQUESTS FROM INDIVIDUALS, MUNICIPALITIES, PRIVATE SCHOOLS, POLITICAL, LABOR, RELIGIOUS, FRATERNAL, VETERANS ORGANIZATIONS, NOR ORGANIZATIONS WHOSE MAIN FUNCTION IS LOBBYING. GRANT REQUESTS ARE ENCOURAGED FROM NOT-FOR-PROFIT, CIVIC, ARTS, ENVIRONMENTAL, SOCIAL SERVICE, HEALTH AND AFFORDABLE HOUSING ORGANIZATIONS THAT HAVE 501(C)(3) STATUS. ALL APPLICATIONS FOR GRANTS MUST BE IN WRITING. THE FOUNDATION'S GEOGRAPHIC FOCUS WILL BE THOSE COMMUNITIES THAT THE BANK SERVICES. THE SERVICE AREA WILL BE DEFINED AS THE BANK'S ASSESSMENT AREAS. REQUESTS FROM STATEWIDE ORGANIZATIONS MAY BE CONSIDERED, BUT THE DECISION PROCESS WILL CENTER AROUND THE USE OF A GRANT TO FUND PROGRAMS TO BENEFIT THE COMMUNITIES WITHIN THE FOUNDATION'S GEOGRAPHIC FOCUS. IN ITS DELIBERATIONS, THE TRUSTEES WILL CONSIDER THE SEVERITY OF NEED, THE LEVEL OF FUNDING AVAILABLE FROM OTHER SOURCES AND THE LIKELIHOOD THAT THE DONATION WILL BRING ABOUT THE DESIRED OUTCOMES. WHILE AMOUNTS VARY, TYPICALLY 21 EXEMPT ENTITIES - SEE ATTACHED VARIOUS CONCORD NH 03301 NONE 501(C)3 VARIOUS - SEE ATTACHED 55000 55000 14 9296 14 18290 18 75032 102618 102618 false false false false false false false false false false TAX RETURN PREPARATION 1500 750 750 CORPORATE BONDS 113810 108842 EQUITY SECURITIES 693786 739559 135982 134687 52017 51087 EXPENSES STATE OF NH ANNUAL CHARITABLE 75 75 TIMING OF DIVIDENDS RECEIVED 564 INVESTMENT ADVISOR FEE - MCSB 11703 11703