Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
BENJAMIN KIMBALL TRUST UW 360126015
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 477   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CONCORD, NH033020477
A Employer identification number

02-6004820
B Telephone number (see instructions)

(603) 229-5990
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,048,549
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 173,912 173,912  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,164,890
b Gross sales price for all assets on line 6a 4,290,870
7 Capital gain net income (from Part IV, line 2)... 1,164,890
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 173    
12 Total. Add lines 1 through 11........ 1,338,975 1,338,802  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 47,195 47,195    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 575 575 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)       0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 296 296    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,066 48,066 0 0
25 Contributions, gifts, grants paid........ 308,980 308,980
26 Total expenses and disbursements. Add lines 24 and 25 357,046 48,066 0 308,980
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 981,929
b Net investment income (if negative, enter -0-) 1,290,736
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 121,157 184,717 184,717
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,748,170 Click to see attachment1,637,503 1,601,494
b Investments—corporate stock (attach schedule)........ 2,707,745 Click to see attachment3,655,308 4,172,540
c Investments—corporate bonds (attach schedule)........ 1,002,696 Click to see attachment1,084,153 1,089,798
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,579,768 6,561,681 7,048,549
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 5,579,768 6,561,681
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,579,768 6,561,681
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,579,768 6,561,681
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,579,768
2 Enter amount from Part I, line 27a..................... 2 981,929
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,561,697
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 16
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,561,681
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 880. ABBVIE INC   2010-05-27 2013-01-15
b 320. WALT DISNEY CO   2012-01-09 2013-02-04
c 260. HOME DEPOT INC   2008-04-04 2013-02-04
d 45000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-09-12 2013-02-22
e 35000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-25 2013-02-22
60. CELGENE CORP   2012-04-12 2013-03-19
70. CELGENE CORP   2011-11-03 2013-03-19
90. COLGATE PALMOLIVE   2012-04-12 2013-03-19
230. COLGATE PALMOLIVE   2011-04-21 2013-03-19
400. GILEAD SCIENCES INC   2011-05-06 2013-03-19
140. HOME DEPOT INC   2008-04-04 2013-03-19
75000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-09-12 2013-04-02
2030. MONDELEZ INTERNATIONAL INC   2012-08-22 2013-05-20
450. WELLPOINT INC COM   2012-06-15 2013-05-20
230. BROADCOM CORP COM   2012-09-13 2013-06-27
1200. BROADCOM CORP COM   2012-03-26 2013-06-27
460. DIAGEO PLC ADR   2009-07-07 2013-06-27
35000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-09-12 2013-08-06
80000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2011-01-07 2013-08-06
220. CELGENE CORP   2011-11-03 2013-08-16
210. ECOLAB INC   2010-05-05 2013-08-16
510. GILEAD SCIENCES INC   2011-04-26 2013-08-16
250. HOME DEPOT INC   2008-03-31 2013-08-16
10. ABBOTT LABORATORIES   2013-01-15 2013-10-28
10. AGILENT TECHNOLOGIES INC   2013-08-16 2013-10-28
10. ARCHER DANIELS MID   2011-03-02 2013-10-28
10. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-10-28
10. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-10-28
10. CHEVRONTEXACO CORP   2010-06-24 2013-10-28
20. CISCO SYSTEMS INC   2007-10-04 2013-10-28
20. COCA COLA CO   2012-05-10 2013-10-28
10. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-10-28
10. COMCAST CORP NEW CL A   2012-12-03 2013-10-28
10. CONOCOPHILLIPS   2012-09-13 2013-10-28
10. DANAHER CORP   2011-04-26 2013-10-28
10. WALT DISNEY CO   2010-12-16 2013-10-28
10. EXXON MOBIL CORP   2010-05-14 2013-10-28
10. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-06 2013-10-28
10. GILEAD SCIENCES INC   2011-04-21 2013-10-28
10. INTERNATIONAL BUSINESS MACHINES   2011-04-25 2013-10-28
10. INTERNATIONAL PAPER   2013-08-16 2013-10-28
10. MERCK & CO INC NEW COM   2012-05-29 2013-10-28
10. MICROSOFT CORP   2013-05-20 2013-10-28
10. NEXTERA ENERGY INC COM   2012-05-10 2013-10-28
10. QUALCOMM, INC.   2012-09-13 2013-10-28
10. SPECTRA ENERGY CORP   2012-01-09 2013-10-28
10. STARBUCKS CORP   2011-09-08 2013-10-28
10. TJX CO   2013-02-04 2013-10-28
20. US BANCORP DEL NEW   2008-03-31 2013-10-28
10. VERIZON COMMUNICATIONS   2012-06-15 2013-10-28
10. WALGREEN CO   2013-03-19 2013-10-28
20. WELLS FARGO & COMPANY COM NEW   2009-05-19 2013-10-28
10. ACE LTD   2011-07-14 2013-10-28
10. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-10-28
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-10-28
95000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2011-01-06 2013-11-13
590. AMERICAN EXPRESS CO   2009-08-26 2013-12-04
1280. ARCHER DANIELS MID   2012-02-16 2013-12-04
550. ARCHER DANIELS MID   2013-03-19 2013-12-04
930. BED BATH & BEYOND INC   2012-06-15 2013-12-04
200. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-12-04
610. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-12-04
40. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-12-04
430. CELGENE CORP   2011-11-03 2013-12-04
890. CHEVRONTEXACO CORP   2010-06-24 2013-12-04
3680. CISCO SYSTEMS INC   2010-08-24 2013-12-04
2200. COCA COLA CO   2012-05-29 2013-12-04
730. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-12-04
170. COLGATE PALMOLIVE   2008-11-20 2013-12-04
1800. COMCAST CORP NEW CL A   2012-12-03 2013-12-04
910. CONOCOPHILLIPS   2012-09-13 2013-12-04
140. DANAHER CORP   2011-04-26 2013-12-04
1460. WALT DISNEY CO   2010-12-16 2013-12-04
3000. E M C CORP MASS   2006-11-17 2013-12-04
410. ECOLAB INC   2010-05-14 2013-12-04
90. EXXON MOBIL CORP   2010-05-14 2013-12-04
1810. FREEPORT-MCMORAN COPPER & GOCL B   2012-09-13 2013-12-04
1440. GILEAD SCIENCES INC   2011-04-25 2013-12-04
1030. HOME DEPOT INC   2008-03-31 2013-12-04
1380. ILLINOIS TOOL WKS INC   2012-01-24 2013-12-04
380. INTERNATIONAL BUSINESS MACHINES   2011-09-08 2013-12-04
1550. J P MORGAN CHASE & CO   2006-07-17 2013-12-04
1110. JOHNSON & JOHNSON   2012-05-29 2013-12-04
1970. MERCK & CO INC NEW COM   2012-05-29 2013-12-04
1070. NEXTERA ENERGY INC COM   2012-05-10 2013-12-04
520. PNC FINANCIAL CORP   2011-12-16 2013-12-04
1980. PFIZER INC   2012-12-03 2013-12-04
220. PRECISION CASTPARTS CORP   2012-10-15 2013-12-04
1370. QUALCOMM, INC.   2012-09-13 2013-12-04
1990. SPECTRA ENERGY CORP   2012-01-09 2013-12-04
770. STARBUCKS CORP   2011-09-08 2013-12-04
900. 3M CO   2012-08-22 2013-12-04
2560. US BANCORP DEL NEW   2009-08-26 2013-12-04
380. UNION PACIFIC CORP   2012-02-06 2013-12-04
1660. VERIZON COMMUNICATIONS   2012-06-15 2013-12-04
1350. WALGREEN CO   2012-10-15 2013-12-04
660. WALGREEN CO   2013-03-19 2013-12-04
2110. WELLS FARGO & COMPANY COM NEW   2009-05-20 2013-12-04
120. YUM BRANDS INC   2013-03-19 2013-12-04
540. YUM BRANDS INC   2007-07-19 2013-12-04
860. ACE LTD   2011-07-14 2013-12-04
1710. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-12-04
780. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-12-04
350. VENTAS INC COM REIT   2013-12-04 2013-12-10
75000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2011-01-18 2013-12-17
100. ABBOTT LABORATORIES   2013-12-04 2013-12-24
80. ABBVIE INC   2013-12-04 2013-12-24
60. AETNA U S HEALTHCARE INC   2013-12-04 2013-12-24
100. AGILENT TECHNOLOGIES INC   2013-12-04 2013-12-24
30. AMERICAN EXPRESS CO   2009-05-19 2013-12-24
80. AMERICAN INTL GROUP INC COM NEW   2013-12-04 2013-12-24
40. AMERIPRISE FINANCIAL INC   2013-12-04 2013-12-24
20. APPLE COMPUTER   2013-12-04 2013-12-24
200. APPLIED MATERIALS INC.   2013-12-04 2013-12-24
20. BLACKROCK INC CL A   2013-12-04 2013-12-24
60. BOEING CO   2013-12-04 2013-12-24
70. CIT GROUP INC COM NEW   2013-12-04 2013-12-24
60. CME GROUP INC   2013-12-04 2013-12-24
70. CVS CORP COM   2013-12-04 2013-12-24
50. CAMERON INTERNATIONAL CORP   2013-12-04 2013-12-24
50. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-12-24
110. CENTURYLINK INC COM   2013-12-04 2013-12-24
80. CITIGROUP INC.   2013-12-04 2013-12-24
40. COLGATE PALMOLIVE   2008-11-20 2013-12-24
80. COMCAST CORP SPECIAL CL A   2013-12-04 2013-12-24
80. DANAHER CORP   2011-04-21 2013-12-24
60. DAVITA INC   2013-12-04 2013-12-24
50. DEVON ENERGY CORPORATIOIN NE COM   2013-12-04 2013-12-24
60. E I DUPONT DE NEMOURS   2013-12-04 2013-12-24
10. ECOLAB INC   2010-05-14 2013-12-24
70. ELECTRONIC ARTS COM   2013-12-04 2013-12-24
60. EXXON MOBIL CORP   2010-06-24 2013-12-24
80. FIDELITY NATL INFORMATION SV   2013-12-04 2013-12-24
60. GENERAL MTRS CO COM   2013-12-04 2013-12-24
30. GENUINE PARTS CO   2013-12-04 2013-12-24
240. INTERNATIONAL GAME TECHNOLOGY   2013-12-04 2013-12-24
80. INTERNATIONAL PAPER   2013-08-16 2013-12-24
70. KOHLS CORP   2013-12-04 2013-12-24
90. MARSH & MCLENNAN   2013-12-04 2013-12-24
30. MCDONALDS CORP   2013-12-04 2013-12-24
210. MICROSOFT CORP   2013-12-04 2013-12-24
60. NATIONAL-OILWELL INC   2013-12-04 2013-12-24
80. NORTHEAST UTILITIES   2013-12-04 2013-12-24
40. OCCIDENTAL PETROLEUM   2013-12-04 2013-12-24
150. ORACLE CORP   2013-12-04 2013-12-24
50. PEPSICO   2013-12-04 2013-12-24
30. PRAXAIR INCORPORATED COMMON   2013-12-04 2013-12-24
30. ROCKWELL COLLINS INC   2013-12-04 2013-12-24
20. SMUCKER J M CO NEW   2013-12-04 2013-12-24
160. STAPLES INC COM   2013-12-04 2013-12-24
80. TJX CO   2013-12-04 2013-12-24
110. TEXAS INSTRUMENTS   2013-12-04 2013-12-24
30. THERMO ELECTRON CORP   2013-12-04 2013-12-24
80. TIME WARNER INC   2013-12-04 2013-12-24
20. UNITED TECHNOLOGIES   2013-12-04 2013-12-24
70. UNITEDHEALTH GROUP INC COM   2013-12-04 2013-12-24
20. VISA INC. - CL A   2013-12-04 2013-12-24
90. WISCONSIN ENERGY CORP   2013-12-04 2013-12-24
30. DELPHI AUTOMOTIVE PLC   2013-12-04 2013-12-24
60. INGERSOLL-RAND PLC SHS   2013-12-04 2013-12-24
50. SEAGATE TECHNOLOGY PLC SHS   2013-12-04 2013-12-24
40. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2013-12-24
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 30,020   21,822 8,198
b 17,394   12,170 5,224
c 17,413   7,546 9,867
d 47,012   47,765 -753
e 36,678   36,526 152
6,702   4,739 1,963
7,819   4,508 3,311
10,111   8,752 1,359
25,838   14,661 11,177
17,897   8,010 9,887
9,734   3,869 5,865
77,986   79,609 -1,623
62,577   52,063 10,514
34,979   31,800 3,179
7,742   8,244 -502
40,393   45,896 -5,503
52,944   32,978 19,966
35,821   37,151 -1,330
87,826   89,552 -1,726
29,228   14,168 15,060
19,212   10,210 9,002
29,124   10,069 19,055
18,908   6,881 12,027
372   333 39
514   469 45
398   369 29
1,169   1,023 146
709   493 216
1,210   711 499
449   646 -197
793   775 18
886   679 207
482   374 108
740   566 174
722   540 182
690   370 320
884   637 247
373   463 -90
687   197 490
1,773   1,679 94
451   479 -28
452   375 77
355   349 6
848   650 198
685   630 55
357   305 52
787   390 397
589   455 134
756   653 103
505   439 66
596   451 145
858   520 338
959   651 308
488   489 -1
583   589 -6
98,893   104,586 -5,693
49,736   25,833 23,903
53,357   43,907 9,450
22,927   18,073 4,854
71,240   59,570 11,670
23,036   20,469 2,567
70,260   47,891 22,369
2,885   1,971 914
68,651   27,692 40,959
108,102   58,927 49,175
77,823   92,626 -14,803
88,660   84,667 3,993
68,082   49,576 18,506
11,007   5,303 5,704
87,479   59,657 27,822
64,970   50,041 14,929
10,260   7,519 2,741
101,684   45,619 56,065
70,949   38,477 32,472
42,256   19,862 22,394
8,481   5,729 2,752
62,531   79,718 -17,187
103,812   28,210 75,602
80,540   28,351 52,189
107,392   62,081 45,311
66,695   63,097 3,598
88,397   63,270 25,127
103,736   68,730 35,006
96,720   71,129 25,591
89,878   65,053 24,825
39,288   28,803 10,485
61,538   49,896 11,642
55,774   36,393 19,381
100,093   70,983 29,110
65,907   59,518 6,389
61,309   30,019 31,290
113,404   73,410 39,994
99,765   65,970 33,795
61,063   39,479 21,584
81,538   51,794 29,744
77,654   48,780 28,874
37,964   29,767 8,197
92,039   34,479 57,560
9,088   8,339 749
40,896   18,594 22,302
86,626   38,791 47,835
85,736   79,738 5,998
48,405   44,801 3,604
20,350   19,620 730
75,000   76,701 -1,701
3,828   3,727 101
4,194   3,981 213
4,049   3,991 58
5,754   5,346 408
2,654   745 1,909
4,094   3,910 184
4,510   4,269 241
11,375   11,286 89
3,476   3,354 122
6,300   5,941 359
8,203   7,880 323
3,577   3,518 59
4,753   4,780 -27
4,973   4,624 349
2,950   2,747 203
3,756   2,464 1,292
3,481   3,380 101
4,174   4,162 12
2,590   1,248 1,342
3,918   3,773 145
6,142   4,261 1,881
3,779   3,437 342
3,055   3,064 -9
3,800   3,611 189
1,047   477 570
1,661   1,554 107
5,958   3,785 2,173
4,198   4,028 170
2,452   2,316 136
2,480   2,444 36
4,251   4,221 30
3,931   3,835 96
3,903   3,777 126
4,342   4,235 107
2,894   2,867 27
7,776   8,129 -353
4,699   4,900 -201
3,373   3,281 92
3,726   3,768 -42
5,530   5,251 279
4,096   4,135 -39
3,860   3,696 164
2,209   2,168 41
2,050   2,099 -49
2,538   2,474 64
5,027   4,986 41
4,772   4,673 99
3,281   3,004 277
5,509   5,223 286
2,229   2,173 56
5,202   5,132 70
4,348   4,044 304
3,723   3,713 10
1,800   1,722 78
3,662   3,344 318
2,808   2,516 292
2,518   2,264 254
      278
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       8,198
b       5,224
c       9,867
d       -753
e       152
      1,963
      3,311
      1,359
      11,177
      9,887
      5,865
      -1,623
      10,514
      3,179
      -502
      -5,503
      19,966
      -1,330
      -1,726
      15,060
      9,002
      19,055
      12,027
      39
      45
      29
      146
      216
      499
      -197
      18
      207
      108
      174
      182
      320
      247
      -90
      490
      94
      -28
      77
      6
      198
      55
      52
      397
      134
      103
      66
      145
      338
      308
      -1
      -6
      -5,693
      23,903
      9,450
      4,854
      11,670
      2,567
      22,369
      914
      40,959
      49,175
      -14,803
      3,993
      18,506
      5,704
      27,822
      14,929
      2,741
      56,065
      32,472
      22,394
      2,752
      -17,187
      75,602
      52,189
      45,311
      3,598
      25,127
      35,006
      25,591
      24,825
      10,485
      11,642
      19,381
      29,110
      6,389
      31,290
      39,994
      33,795
      21,584
      29,744
      28,874
      8,197
      57,560
      749
      22,302
      47,835
      5,998
      3,604
      730
      -1,701
      101
      213
      58
      408
      1,909
      184
      241
      89
      122
      359
      323
      59
      -27
      349
      203
      1,292
      101
      12
      1,342
      145
      1,881
      342
      -9
      189
      570
      107
      2,173
      170
      136
      36
      30
      96
      126
      107
      27
      -353
      -201
      92
      -42
      279
      -39
      164
      41
      -49
      64
      41
      99
      277
      286
      56
      70
      304
      10
      78
      318
      292
      254
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,164,890
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 291,953 6,197,730 0.047106
2011 260,817 6,112,521 0.042669
2010 299,596 6,012,975 0.049825
2009 316,416 5,573,599 0.05677
2008 347,883 6,406,494 0.054302
2 Total of line 1, column (d) ...................... 2 0.250672
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.050134
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 6,579,045
5 Multiply line 4 by line 3....................... 5 329,834
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 12,907
7 Add lines 5 and 6......................... 7 342,741
8 Enter qualifying distributions from Part XII, line 4.............. 8 308,980
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 25,815
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 25,815
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 25,815
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,356
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,356
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 24,459
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (603) 229-5990
    Located atbullet143 NORTH MAIN STREETCONCORDNH ZIP+4bullet03301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    TD Bank NA Trustee
    1
    47,195    
    PO Box 477
    Concord,NH033020477
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    328,952
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    25,815
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    25,815
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    303,137
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    303,137
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    303,137
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 303,137
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:2011, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 0
    b From 2009....... 17,637
    c From 2010....... 3,147
    d From 2011....... 0
    e From 2012....... 0
    fTotal of lines 3a through e......... 20,784
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 308,980
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 303,137
    e Remaining amount distributed out of corpus 5,843
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 26,627
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    26,627
    10 Analysis of line 9:
    a Excess from 2009.... 17,637
    b Excess from 2010.... 3,147
    c Excess from 2011.... 0
    d Excess from 2012.... 0
    e Excess from 2013.... 5,843
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    TRUSTEES OF DARTMOUTH COLLEGE
    MARGO LAHAYE
    HANOVER,NH037553555
    NONE 501(C)(3) MAINTAIN PROFESSORSHIP & 76,970
    SOUTH CONGREGATIONAL SOCIETY
    ATTN TREASURER
    CONCORD,NH03301
    NONE 501(C)(3) DAILY OPERATIONS 200
    CONCORD FAMILY YMCA
    JAMES DOREMUS
    CONCORD,NH03301
    NONE 501(C)(3) GENERAL PURPOSES 200
    NEW HAMPSHIRE HISTORICAL SOCIETY
    ATTN ANNE-MARIE MILLER
    CONCORD,NH03301
    NONE 501(C)(3) MAINTENANCE OF A CERTAIN 76,970
    SPAULDING YOUTH CENTER
    130 SHEDD ROAD
    NORTHFIELD,NH032764607
    NONE 501(C)(3) GENERAL PURPOSES 300
    BOSCAWEN PUBLIC LIBRARY
    FOR LIBRARY PURPOSES
    BOSCAWEN,NH03303
    NONE 501(C)(3) DAILY OPERATIONS 150
    BOSCAWEN CONGREGATIONAL CHURCH
    12 HIGH STREET
    BOSCAWEN,NH033032303
    NONE 501(C)(3) GENERAL PURPOSES 250
    CONCORD HOSPITAL
    RICHARD FORD
    C/O ACCOUNTING DEPT
    CONCORD,NH03301
    NONE 501(C)(3) DAILY OPERATIONS 76,970
    CONCORD PUBLIC LIBRARY
    CITY OF CONCORD
    MICHAEL JACHE CITY TREASURER
    CONCORD,NH03301
    NONE 501(C)(3) DAILY OPERATIONS 76,970
    Total .................................bullet 3a 308,980
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 173,912  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 1,164,890  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a990PF TAX REFUND     1 173  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,338,975  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,338,975
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    Name of Bond End of Year Book Value End of Year Fair Market Value
    35000 AT&T INC 4.45% 35,665 36,849
    55000 ANHEUSER-BUSCH 1.375% 55,600 54,885
    50000 BK OF NOVA SCOTIA 1.1% 50,053 50,240
    75000 BERKSHIRE HATHAWAY 5.40% 82,825 86,267
    55000 CATERPILLAR FINL SE 2.05 56,686 56,460
    35000 CISCO SYSTEMS INC 4.95% 38,379 39,369
    65000 COCA COLA CO 1.50% 62,117 66,226
    35000 COMCAST CORP 2.85% 34,918 32,361
    75000 GEN ELEC CAP CORP 5.625 81,828 85,320
    20000 GEN ELEC CAP CORP 1.625% 20,328 20,325
    80000 JPMORGAN CHASE 6.00% 87,324 92,118
    80000 ONTARIO PROVINCE 1.65% 79,669 76,784
    75000 ONTARIO PROVINCE 2.95% 78,271 77,090
    35000 PFIZER INC NOTES 5.35% 39,202 36,983
    30000 PROVINCE OF QUEBEC 2.75% 30,494 28,943
    35000 SBC COMMUNICATIONS 5.10% 38,064 36,115
    35000 TOYOTA MOTOR CREDIT 2.00 36,184 36,001
    30000 US BANCORP 1.95% 30,044 29,839
    75000 WACHOVIA CORP 5.75% 84,755 86,481
    60000 WAL-MART STORES INC 61,747 61,142

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    Name of Stock End of Year Book Value End of Year Fair Market Value
    710 DELPHI AUTOMOTIVE PLC 40,756 42,692
    1320 COMCAST CORP SPECIAL CL A 62,260 65,842
    1080 GENERAL MTRS CO 41,684 44,140
    520 GENUINE PARTS CO 42,354 43,259
    4360 INTERNATIONAL GAME TECHNO 76,688 79,178
    1250 KOHLS CORP 67,445 70,938
    520 MCDONALDS CORP 49,703 50,456
    2920 STAPLES INC 45,156 46,399
    1430 TJX COMPANIES INC 76,139 91,134
    1380 TIME WARNER INC 90,090 96,214
    1290 CVS CORP 84,560 91,610
    730 COLGATE PALMOLIVE CO 22,774 47,603
    830 PEPSICO INCOPORATED 68,641 68,840
    400 SMUCKER J M CO NEW 41,988 41,448
    860 CAMERON INTERNATIONAL CORP 47,241 51,196
    870 DEVON ENERGY CORPORATION 53,316 53,827
    1010 EXXON MOBIL CORP 8,641 102,212
    1120 NATIONAL-OILWELL INC 91,470 89,074
    740 OCCIDENTAL PETROLEUM CO 69,711 70,374
    500 AMERICAN EXPRESS CO 12,414 45,365
    1360 AMERICAN INTL GROUP INC 66,474 69,428
    600 AMERIPRISE FINANCIAL INC 64,040 69,030
    390 BLACKROCK INC CL A 115,846 123,423
    1410 CIT GROUP INC 70,857 73,503
    920 CME GROUP INC 73,288 72,183
    880 CAPITAL ONE FINANCIAL CORP 42,851 67,417
    1380 CITIGROUP INC 71,801 71,912
    1690 MARSH & MCLENNAN CORP 79,515 81,728
    350 NORTHERN TRUST CORP 21,410 21,662
    410 VISA INC - CL A 82,904 91,299
    1850 ABBOTT LABS CO 52,683 70,911
    1350 ABBVIE INC 67,173 71,294
    1230 AETNA U S HEALTHCARE INC 81,808 84,366
    1070 DAVITA HEALTH CARE PARTNE 61,286 67,806
    1440 FIDELITY NATL INFORMATION 72,504 77,299
    710 THERMO FISHER SCIENTIFIC 71,091 79,059
    1130 UNITEDHEALTH GROUP INC 82,844 85,089
    370 ALLEGION PLC 16,556 16,350
    1050 INGERSOLL-RAND PLC 58,513 64,680
    1030 BOENIG CO 110,072 140,585
    1300 DANAHER CORP SHS BEN INT 68,704 100,360
    670 ROCKWELL COLLINS INC 48,421 49,526
    370 UNITED TECHNOLOGIES 40,205 42,106
    960 SEAGATE TECHNOLOGY PLC 48,311 53,914
    670 CHECK POINT SOFTWARE TECH 36,474 43,214
    1690 AGILENT TECHNOLOGIES INC 82,249 96,651
    250 APPLE COMPUTER INC 98,727 140,255
    3560 APPLIED MATERIALS 59,704 62,941
    1350 ELECTRONIC ARTS COM 29,971 30,969
    3670 MICROSOFT CORPORATION 109,883 137,295
    2720 ORACLE CORPORATION 84,198 104,067
    1960 TEXAS INSTRUMENTS 83,257 86,064
    1090 E I DUPONT DE NEMOURS INC 65,601 70,817
    150 ECOLAB INC 7,159 15,641
    1430 INTERNATIONAL PAPER CO 67,132 70,113
    690 PRAXIA INCORPORATED COMMON 85,016 89,721
    2070 CENTURYLINCK INC 63,609 65,930
    1350 NORTHEAST UTILITIES CORP 55,372 57,227
    1570 WISCONSINC ENERGY CORP 64,768 64,904

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    US Government Securities - End of Year Book Value:

    1,637,503
    US Government Securities - End of Year Fair Market Value:

    1,601,494
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2013 OtherDecreasesSchedule
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    Description Amount
    ROUNDING ADJUSTMENT 16


    TY 2013 OtherExpensesSchedule
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 148 148   0
    OTHER NON-ALLOCABLE EXPENSE - 148 148   0


    TY 2013 OtherIncomeSchedule2
    Name:
    BENJAMIN KIMBALL TRUST UW 360126015
    EIN: 02-6004820
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    990PF TAX REFUND 173 0