TAMWORTH FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TAMWORTH FOUNDATION (EIN 02-6004752)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2013-03-13
- IRS object ID
- 201310729349300026
- Schema version
- 2011v1.5
- 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 | 2013-03-13T12:39:45-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020522664 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAMWELL CAPUTO & CO PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 WASHINGTON ST SUITE 10 | AddressLine1 |
| City | CONWAY | City |
| State | NH | State |
| ZIP Code | 03818 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026004752 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TAMWORTH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TAMW | NameControl |
| Phone | 6033237300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1 |
| City | TAMWORTH | City |
| State | NH | State |
| ZIP Code | 03886 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID LITTLE | Name |
| Title | TREASURER | Title |
| Phone | 6033237300 | Phone |
| Date Signed | 2013-03-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A CAPUTO CPA | Name |
| PTIN | P00184707 | PTIN |
| Phone | 6034473356 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KEATS MYER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 128 | AddressLine1 |
| City | TAMWORTH | City |
| State | NH | State |
| ZIP Code | 03886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1755887 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1937 | YearFormation |
| State Legal Domicile | NH | StateLegalDomicile |
| Activity Or Mission Description | TO RAISE AND CONTRIBUTE MONIES TO THE TOWN OF TAMWORTH AND LOCAL CHARITIES AND ORGANIZATIONS FOR PUBLIC PURPOSES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 6 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17920 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 41278 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 236148 | InvestmentIncomePriorYear |
| Investment Income Current Year | 264288 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 254068 | TotalRevenuePriorYear |
| Total Revenue Current Year | 305566 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 192375 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 148232 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2537 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 31854 | OtherExpensePriorYear |
| Other Expenses Current Year | 30979 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 224229 | TotalExpensesPriorYear |
| Total Expenses Current Year | 179211 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 29839 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 126355 | RevenuesLessExpensesCY |
| Total Assets BOY | 3808801 | TotalAssetsBOY |
| Total Assets EOY | 3825183 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 3808801 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 3825183 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 150050 | Expense |
| Grants | 148232 | Grants |
| Description | 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. | Description |
| Total Program Service Expense | 150050 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID M LITTLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6033237300 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 486 GREAT HILL ROAD | AddressLine1 |
| City | TAMWORTH | City |
| State | NH | State |
| ZIP Code | 03886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KEATS MYER | ||||||
| PRESIDENT | 4.00 | X | X | 0 | 0 | 0 |
| PAUL W CHANT | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| DAVID M LITTLE | ||||||
| TREASURER | 5.00 | X | X | 0 | 0 | 0 |
| KATHERINE J DYRENFORTH | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| GEORGE M CLEVELAND | ||||||
| SECRETARY | 3.00 | X | X | 0 | 0 | 0 |
| GAIL G MARRONE | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 41278 | AllOtherContributions |
| Noncash Contributions | 26185 | NoncashContributions |
| Total Contributions | 41278 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83016 | TotalRevenueColumn |
| Exclusion | $83,016 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1631593 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1450321 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 181272 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 181272 | TotalRevenueColumn |
| Exclusion | $181,272 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 305566 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $264,288 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 148232 | Total |
| Program Services | 148232 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200 | Total |
| Management And General | 200 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1399 | Total |
| Management And General | 1399 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24819 | Total |
| Management And General | 24819 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150 | Total |
| Program Services | 150 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| INTERNET AND WEBSITE | 3136 | 1568 | 1568 | |
| POSTAGE | 623 | 100 | 467 | 56 |
| PRINTING | 502 | 502 | ||
| ANNUAL MEETING | 75 | 75 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75 | Total |
| Management And General | 75 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179211 | Total |
| Program Services | 150050 | ProgramServices |
| Management And General | 26624 | ManagementAndGeneral |
| Fundraising | 2537 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17025 | BOY |
| EOY | 23914 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137251 | BOY |
| EOY | 163386 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30000 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3624525 | BOY |
| EOY | 3637883 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3808801 | BOY |
| EOY | 3825183 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1918859 | BOY |
| EOY | 1916977 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 557367 | BOY |
| EOY | 555452 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1332575 | BOY |
| EOY | 1352754 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3808801 | BOY |
| EOY | 3825183 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3808801 | BOY |
| EOY | 3825183 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 126355 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -109973 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust170b1 Avi | X | CommunityTrust170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24045 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17920 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41278 | CurrentTaxYear |
| Total | 131827 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24045 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22740 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25844 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17920 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41278 | CurrentTaxYear |
| Total | 131827 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 13967 | AmountsSubstContributorsTotal |
| Public Support Total170 | 117860 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 95010 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 85292 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 71364 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83016 | CurrentTaxYear |
| Total | 407829 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 539656 | TotalSupport |
| Public Support Pertcentage170 | 0.21840 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.23800 | PublicSupportPertcentPriorYear |
| Ten Percent Test Current Year | X | TenPercentTestCurrentYear |
| 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. | FactsAndCircumstancesTest |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1889942 | BeginningOfYearBalance |
| Contributions | 27685 | Contributions |
| Investment Earnings Or Losses | 76554 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 70594 | GrantsOrScholarships |
| Administrative Expenses | 15381 | AdministrativeExpenses |
| End Of Year Balance | 1908206 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1762398 | BeginningOfYearBalance |
| Contributions | 3500 | Contributions |
| Investment Earnings Or Losses | 211356 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 71573 | GrantsOrScholarships |
| Administrative Expenses | 15739 | AdministrativeExpenses |
| End Of Year Balance | 1889942 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1507976 | BeginningOfYearBalance |
| Contributions | 7094 | Contributions |
| Investment Earnings Or Losses | 338844 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 76536 | GrantsOrScholarships |
| Administrative Expenses | 14980 | AdministrativeExpenses |
| End Of Year Balance | 1762398 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1981054 | BeginningOfYearBalance |
| Contributions | 21987 | Contributions |
| Investment Earnings Or Losses | -412260 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 70182 | GrantsOrScholarships |
| Administrative Expenses | 12623 | AdministrativeExpenses |
| End Of Year Balance | 1507976 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.70900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.29100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 305566 | TotalRevenue |
| Total Expenses | 179211 | TotalExpenses |
| Excess Or Deficit For Year | 126355 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -109973 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -109973 | TotalAdjustments |
| Excess Or Deficit Per FS | 16382 | ExcessOrDeficitPerFS |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | Identifier |
| Return Reference | PART V, LINE 4: | ReturnReference |
| 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 CHOCORUA PUBLIC LIBRARY AND RUNNELLS HALL. ALL THREE ORGANIZATIONS ARE LOCAL TAX-EXEMPT ORGANIZATIONS THAT BENEFIT THE INHABITANTS OF TAMWORTH, NH. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (14 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| TAMWORTH COMMUNITY NURSE ASSOC | |||||||
| PO BOX 352 | TAMWORTH | NH | 03886 | 020535235 | 501(C)(3) | 47713 | SUPPORT OF LOCAL HOME CARE ORGANIZATION |
| CHOCORUA PUBLIC LIBRARY | |||||||
| PO BOX 128 | CHOCORUA | NH | 03817 | 026005339 | 501(C)(3) | 18861 | SUPPORT OF TOWN LIBRARY |
| RUNNELLS HALL | |||||||
| MAIN STREET | TAMWORTH | NH | 03886 | 263801600 | 501(C)(4) | 1095 | SUPPORT OF TOWN HALL |
| ARTS COUNCIL OF TAMWORTH | |||||||
| PO BOX 1 | TAMWORTH | NH | 03886 | 510175669 | 501(C)(3) | 6000 | SUPPORT OF LOCAL ARTS ORGANIZATION |
| BARNSTORMERS INC | |||||||
| PO BOX 434 | TAMWORTH | NH | 03886 | 020266358 | 501(C)(3) | 20000 | SUPPORT OF LOCAL PERFORMING ARTS ORGANIZATION |
| WONALANCET OUTDOOR CLUB | |||||||
| 900 BUNKER HILL ROAD | SOUTH TAMWORTH | NH | 03883 | 026010650 | 501(C)(3) | 1315 | SUPPORT OF ENVIROMENTAL QUALITY PROTECTION ORGANIZATION |
| SANDWICH COMMUNITY SCHOOL | |||||||
| 1164 BUNKER HILL ROAD | SOUTH TAMWORTH | NH | 03883 | 020428719 | 501(C)(3) | 250 | STOVE FOR LOCAL SCHOOL |
| TAMWORTH WIRELESS COOPERATIVE | |||||||
| 2144 CHINOKK TRAIL | WONALANCET | NH | 03897 | 272676203 | 501(C)(12) | 42500 | SUPPORT OF ORGANIZATION PROVIDING INTERNET SERVICE TO RURAL AREAS OF TAMWORTH |
| TOWN OF TAMWORTH | |||||||
| 84 MAIN STREET | TAMWORTH | NH | 03886 | 026000905 | 501(C)(3) | 1470 | SUPPORT OF TOWN'S PURCHASE OF AED'S FOR RESCUE/FIRE SQUAD |
| TOWN OF TAMWORTH | |||||||
| 84 MAIN STREET | TAMWORTH | NH | 03886 | 026000905 | 501(C)(3) | 2400 | 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 |
| ST ANDREWS CHURCH | |||||||
| OLD ROUTE 25 | TAMWORTH | NH | 03886 | 026018225 | 501(C)(3) | 10000 | CHURCH RENOVATIONS |
| TAMWORTH CARE GIVERS | |||||||
| PO BOX 223 | TAMWORTH | NH | 03886 | 020509702 | 501(C)(3) | 1000 | SUPPORT OF LOCAL COMMUNITY NURSING ORGANIZATION |
| RETURNED GRANT | |||||||
| RETURNED GRANT | TAMWORTH | NH | 03886 | 999999999 | RETURNED GRANT | -4872 | RETURNED GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 10 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 2 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. |
| 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 M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26185 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | STOCK EXCHANGE VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -109,973. | CHANGES IN NET ASSETS OR FUND BALANCES: |