2013-03-13T12:39:45-05:00 2012-04-30 020522664 GAMWELL CAPUTO & CO PLLC 41 WASHINGTON ST SUITE 10 CONWAY NH 03818 990 2011-05-01 026004752 THE TAMWORTH FOUNDATION TAMW 6033237300 PO BOX 128 TAMWORTH NH 03886 DAVID LITTLE 6033237300 2013-03-13 1 DAVID A CAPUTO CPA P00184707 6034473356 X 2011 2016-03-07 17:11:31Z KEATS MYER PO BOX 128 TAMWORTH NH 03886 1755887 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 17920 41278 0 0 236148 264288 0 0 254068 305566 192375 148232 0 0 0 0 0 0 2537 31854 30979 224229 179211 29839 126355 3808801 3825183 0 0 3808801 3825183 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 150050 148232 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. 150050 1 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 1 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 KEATS MYER 4.00 X X 0 0 0 PAUL W CHANT 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 41278 26185 41278 83016 83016 1631593 1450321 181272 181272 181272 305566 0 0 264288 148232 148232 200 200 1399 1399 24819 24819 150 150 INTERNET AND WEBSITE 3136 1568 1568 POSTAGE 623 100 56 467 PRINTING 502 502 ANNUAL MEETING 75 75 75 75 179211 150050 26624 2537 17025 23914 137251 163386 30000 0 3624525 3637883 3808801 3825183 0 0 X 1918859 1916977 557367 555452 1332575 1352754 3808801 3825183 3808801 3825183 X 126355 -109973 X 1 0 0 X 0 X 24045 22740 25844 17920 41278 131827 24045 22740 25844 17920 41278 131827 13967 117860 95010 85292 71364 73147 83016 407829 539656 0.21840 0.23800 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1889942 27685 76554 70594 15381 1908206 1762398 3500 211356 71573 15739 1889942 1507976 7094 338844 76536 14980 1762398 1981054 21987 -412260 70182 12623 1507976 0.70900 0.29100 0 0 0 305566 179211 126355 -109973 -109973 16382 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 LOCAL TAX-EXEMPT ORGANIZATIONS THAT BENEFIT THE INHABITANTS OF TAMWORTH, NH. 1 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 10 2 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. X 2 26185 STOCK EXCHANGE VALUE 0 0 0 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 LOSSES ON INVESTMENTS: -109,973.