Attach to Form 990 or 990-EZ.| Identifier | Return Reference | Explanation |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TRUSTEES NEWBOLD LE ROY III AND ROBERT O. LE ROY ARE RELATED AS FATHER AND SON. TRUSTEES W. PERRY WELCH AND ALISON W. DAVEE ARE RELATED AS UNCLE AND NIECE. | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS MEMBERS WHO EACH OWN ONE SHARE. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE GOVERNING BODY CONSISTS OF TRUSTEES WITH LIMITED TERMS WHO ARE ELECTED BY THE MEMBERS UPON EXPIRATION OF THEIR TERMS. | |
| FORM 990, PART VI, SECTION A, LINE 8B | INFORMAL SUBCOMMITTEES ARE APPOINTED AS NEEDED TO ASSESS SPECIAL PROJECTS AND REPORT TO THE GOVERNING BODY. THE SUBCOMMITTEE MEETINGS ARE NOT RECORDED IN MINUTES BUT THEIR FINAL RECOMMENDATION IS GENERALLY RECORDED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TREASURER RECEIVES A COPY OF THE FORM 990 PREPARED BY OUTSIDE ACCOUNTANTS. THE TREASURER REVIEWS THE FORM 990 AND ATTACHMENTS AND APPROVES THE FILING OF THE FORM. | |
| FORM 990, PART VI, SECTION C, LINE 19 | BEING A 501(C)(7) NON-PROFIT ORGANIZATION, NO DOCUMENTS ARE MADE AVAILABLE TO PUBLIC. | |
| CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC | FORM 990, PART VII | A. HEATON ROBERTSON III - 340 BRIDGE STREET, SOUTH HAMILTON, MA 01982. JEREMY L. SMITH - 96 ANDERER LANE, #5, WEST ROXBURY, MA 02123. MASSIMO F.T. CALABRESI - 1704 35TH STREET NW, WASHINGTON, DC 20007. NEWBOLD LE ROY III - 1388 OLD NORTH MAIN STREET, LACONIA, NH 03246. CHARLES H. KING III - 11 OAKWOOD LANE, GREENWICH, CT 06830. W. PERRY WELCH - 4471 RURAL FARM ROAD, OXFORD, MD 21654. ROBERT O. LE ROY - P.O. BOX 129, CENTER SANDWICH, NH 03227. ALISON W. DAVEE - 408 HATCHET MOUNTAIN ROAD, HOPE, ME 04847. |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | INCREASE IN APPRECIATION OF SECURITIES UNDER FASB 124 14,083. TOTAL TO FORM 990, PART XI, LINE 5: 14,083. |
| ORGANIZATION RESPONSIBILITY FOR FINANCIAL STATEMENTS | FORM 990, PART XII, LINE 2C | TREASURER IS RESPONSIBLE FOR THE OVERSIGHT OF THE COMPILED FINANCIAL STATEMENTS. THEREAFTER, THE STATEMENTS ARE PRESENTED TO THE MEMBERS AT THE ANNUAL MEETING WHERE THE ACCOUNTANT FOR THE FOLLOWING YEAR IS APPOINTED. |
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