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
GERTRUDE COUCH IRREV TUW 360109011
 

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

02-6004809
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$1,535,256
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...... 35,094 35,094  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 206,765
b Gross sales price for all assets on line 6a 891,532
7 Capital gain net income (from Part IV, line 2)... 206,765
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)....... 93    
12 Total. Add lines 1 through 11........ 241,952 241,859  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,923 15,923    
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) 223 223   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)....... 276 276    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,997 16,997 0 0
25 Contributions, gifts, grants paid........ 72,377 72,377
26 Total expenses and disbursements. Add lines 24 and 25 89,374 16,997 0 72,377
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 152,578
b Net investment income (if negative, enter -0-) 224,862
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.......... 13,417 38,282 38,282
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) 275,427 Click to see attachment326,685 320,611
b Investments—corporate stock (attach schedule)........ 763,554 Click to see attachment788,584 907,152
c Investments—corporate bonds (attach schedule)........ 220,043 Click to see attachment271,464 269,211
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) 1,272,441 1,425,015 1,535,256
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......... 1,272,441 1,425,015
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).................... 1,272,441 1,425,015
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,272,441 1,425,015
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 1,272,441
2 Enter amount from Part I, line 27a..................... 2 152,578
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,425,019
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 4
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,425,015
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 160. ABBVIE INC   2010-11-23 2013-01-15
b 60. WALT DISNEY CO   2012-01-09 2013-02-04
c 50. HOME DEPOT INC   2006-12-08 2013-02-04
d 10000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-10-01 2013-02-22
e 5000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-25 2013-02-22
20. CELGENE CORP   2012-04-12 2013-03-19
10. CELGENE CORP   2011-11-03 2013-03-19
20. COLGATE PALMOLIVE   2012-04-12 2013-03-19
40. COLGATE PALMOLIVE   2010-11-23 2013-03-19
70. GILEAD SCIENCES INC   2011-05-06 2013-03-19
20. HOME DEPOT INC   2006-12-08 2013-03-19
10000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-10-01 2013-04-02
30. ABBOTT LABORATORIES   2013-01-15 2013-05-14
20. AMERICAN EXPRESS CO   2008-09-24 2013-05-14
30. ARCHER DANIELS MID   2011-03-02 2013-05-14
10. BED BATH & BEYOND INC   2012-06-15 2013-05-14
10. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-05-14
10. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-05-14
10. CHEVRONTEXACO CORP   2008-09-24 2013-05-14
60. CISCO SYSTEMS INC   2006-12-08 2013-05-14
20. COCA COLA CO   2012-05-10 2013-05-14
10. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-05-14
20. COMCAST CORP NEW CL A   2012-12-03 2013-05-14
10. CONOCOPHILLIPS   2012-09-13 2013-05-14
20. DANAHER CORP   2011-04-26 2013-05-14
10. DIAGEO PLC ADR   2008-09-24 2013-05-14
20. WALT DISNEY CO   2010-12-16 2013-05-14
10. ECOLAB INC   2010-05-05 2013-05-14
10. EXXON MOBIL CORP   2008-07-29 2013-05-14
20. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-06 2013-05-14
30. GILEAD SCIENCES INC   2011-04-26 2013-05-14
20. HOME DEPOT INC   2006-12-08 2013-05-14
20. ILLINOIS TOOL WKS INC   2012-01-24 2013-05-14
10. INTERNATIONAL BUSINESS MACHINES   2011-04-25 2013-05-14
20. J P MORGAN CHASE & CO   2008-09-24 2013-05-14
20. JOHNSON & JOHNSON   2012-05-29 2013-05-14
10. MERCK & CO INC NEW COM   2012-05-29 2013-05-14
10. MERCK & CO INC NEW COM   2012-04-12 2013-05-14
30. MICROSOFT CORP   2005-12-08 2013-05-14
30. MONDELEZ INTERNATIONAL INC   2012-08-22 2013-05-14
10. NEXTERA ENERGY INC COM   2012-05-10 2013-05-14
30. ORACLE CORP   2012-09-13 2013-05-14
20. PFIZER INC   2012-12-03 2013-05-14
10. QUALCOMM, INC.   2012-09-13 2013-05-14
30. SPECTRA ENERGY CORP   2012-01-09 2013-05-14
10. STARBUCKS CORP   2011-09-08 2013-05-14
10. TJX CO   2013-02-04 2013-05-14
10. 3M CO   2012-08-22 2013-05-14
40. US BANCORP DEL NEW   2008-07-29 2013-05-14
10. VERIZON COMMUNICATIONS   2012-06-15 2013-05-14
30. WALGREEN CO   2013-03-19 2013-05-14
10. WELLPOINT INC COM   2012-06-15 2013-05-14
30. WELLS FARGO & COMPANY COM NEW   2010-11-23 2013-05-14
10. YUM BRANDS INC   2013-03-19 2013-05-14
10. ACE LTD   2011-07-14 2013-05-14
20. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-05-14
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-05-14
330. MONDELEZ INTERNATIONAL INC   2012-08-22 2013-05-20
70. WELLPOINT INC COM   2012-06-15 2013-05-20
30. ABBOTT LABORATORIES   2013-01-15 2013-06-19
482.894 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-24 2013-06-19
20. AMERICAN EXPRESS CO   2008-09-24 2013-06-19
40. ARCHER DANIELS MID   2011-04-26 2013-06-19
20. BED BATH & BEYOND INC   2012-06-15 2013-06-19
10. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-06-19
20. BOEING CO   2013-05-20 2013-06-19
40. BROADCOM CORP COM   2012-03-26 2013-06-19
20. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-06-19
20. CELGENE CORP   2011-11-03 2013-06-19
20. CHEVRONTEXACO CORP   2008-09-24 2013-06-19
80. CISCO SYSTEMS INC   2006-12-08 2013-06-19
40. COCA COLA CO   2012-05-10 2013-06-19
10. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-06-19
20. COLGATE PALMOLIVE   2008-11-20 2013-06-19
40. COMCAST CORP NEW CL A   2012-12-03 2013-06-19
20. CONOCOPHILLIPS   2012-09-13 2013-06-19
30. DANAHER CORP   2011-04-26 2013-06-19
10. DIAGEO PLC ADR   2008-09-24 2013-06-19
30. WALT DISNEY CO   2010-11-23 2013-06-19
80. E M C CORP MASS   2010-11-23 2013-06-19
20. ECOLAB INC   2010-05-05 2013-06-19
20. EXXON MOBIL CORP   2008-07-29 2013-06-19
4415.48 FIDELITY SPARTAN HIGH INCOME   2011-10-26 2013-06-19
40. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-06 2013-06-19
40. GILEAD SCIENCES INC   2011-04-26 2013-06-19
207.757 HARBOR INTERNATIONAL FUND   2010-11-24 2013-06-19
20. HOME DEPOT INC   2006-12-08 2013-06-19
30. ILLINOIS TOOL WKS INC   2012-01-24 2013-06-19
30. J P MORGAN CHASE & CO   2008-09-24 2013-06-19
20. JOHNSON & JOHNSON   2012-05-29 2013-06-19
50. MERCK & CO INC NEW COM   2012-05-29 2013-06-19
60. MICROSOFT CORP   2013-05-20 2013-06-19
30. NEXTERA ENERGY INC COM   2012-05-10 2013-06-19
60. ORACLE CORP   2013-05-20 2013-06-19
20. PNC FINANCIAL CORP   2011-12-16 2013-06-19
50. PFIZER INC   2012-12-03 2013-06-19
10. PRECISION CASTPARTS CORP   2012-10-15 2013-06-19
30. QUALCOMM, INC.   2012-09-13 2013-06-19
400. SPDR GOLD TRUST   2011-10-04 2013-06-19
40. SPECTRA ENERGY CORP   2012-01-09 2013-06-19
20. STARBUCKS CORP   2011-09-08 2013-06-19
20. TJX CO   2013-02-04 2013-06-19
20. 3M CO   2012-08-22 2013-06-19
50. US BANCORP DEL NEW   2008-07-29 2013-06-19
10. UNION PACIFIC CORP   2012-02-06 2013-06-19
40. VERIZON COMMUNICATIONS   2012-06-15 2013-06-19
40. WALGREEN CO   2013-03-19 2013-06-19
50. WELLS FARGO & COMPANY COM NEW   2010-11-23 2013-06-19
10. YUM BRANDS INC   2013-03-19 2013-06-19
20. ACE LTD   2010-11-23 2013-06-19
30. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-06-19
30. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-06-19
40. BROADCOM CORP COM   2012-09-13 2013-06-27
170. BROADCOM CORP COM   2012-03-26 2013-06-27
65. DIAGEO PLC ADR   2009-07-07 2013-06-27
2837.249 VANGUARD SHORT-TERM FED-ADM #549   2013-06-19 2013-07-29
5000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2008-10-01 2013-08-06
15000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2012-04-05 2013-08-06
30. CELGENE CORP   2011-11-03 2013-08-16
30. ECOLAB INC   2010-05-05 2013-08-16
70. GILEAD SCIENCES INC   2011-04-21 2013-08-16
40. HOME DEPOT INC   2006-12-08 2013-08-16
20000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2011-05-10 2013-11-13
90. AMERICAN EXPRESS CO   2009-08-26 2013-12-05
160. ARCHER DANIELS MID   2012-02-16 2013-12-05
100. ARCHER DANIELS MID   2013-03-19 2013-12-05
130. BED BATH & BEYOND INC   2011-11-03 2013-12-05
10. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-03-19 2013-12-05
110. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-12-05
10. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-12-05
60. CELGENE CORP   2011-11-03 2013-12-05
125. CHEVRONTEXACO CORP   2010-11-23 2013-12-05
530. CISCO SYSTEMS INC   2010-11-23 2013-12-05
320. COCA COLA CO   2012-05-29 2013-12-05
110. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-12-05
30. COLGATE PALMOLIVE   2008-11-20 2013-12-05
260. COMCAST CORP NEW CL A   2012-08-22 2013-12-05
130. CONOCOPHILLIPS   2012-09-13 2013-12-05
20. DANAHER CORP   2011-04-21 2013-12-05
210. WALT DISNEY CO   2010-11-23 2013-12-05
430. E M C CORP MASS   2008-09-24 2013-12-05
60. ECOLAB INC   2010-11-23 2013-12-05
10. EXXON MOBIL CORP   2008-07-29 2013-12-05
260. FREEPORT-MCMORAN COPPER & GOCL B   2012-09-13 2013-12-05
210. GILEAD SCIENCES INC   2011-04-25 2013-12-05
150. HOME DEPOT INC   2011-04-25 2013-12-05
200. ILLINOIS TOOL WKS INC   2010-11-23 2013-12-05
60. INTERNATIONAL BUSINESS MACHINES   2011-06-15 2013-12-05
225. J P MORGAN CHASE & CO   2010-11-23 2013-12-05
160. JOHNSON & JOHNSON   2005-12-08 2013-12-05
280. MERCK & CO INC NEW COM   2011-12-01 2013-12-05
150. NEXTERA ENERGY INC COM   2012-05-02 2013-12-05
70. PNC FINANCIAL CORP   2011-12-16 2013-12-05
280. PFIZER INC   2012-12-03 2013-12-05
30. PRECISION CASTPARTS CORP   2012-10-15 2013-12-05
200. QUALCOMM, INC.   2012-08-22 2013-12-05
290. SPECTRA ENERGY CORP   2012-01-09 2013-12-05
110. STARBUCKS CORP   2011-09-08 2013-12-05
130. 3M CO   2012-08-22 2013-12-05
370. US BANCORP DEL NEW   2010-11-23 2013-12-05
50. UNION PACIFIC CORP   2011-11-03 2013-12-05
240. VERIZON COMMUNICATIONS   2010-08-24 2013-12-05
50. WALGREEN CO   2013-03-19 2013-12-05
240. WALGREEN CO   2012-10-15 2013-12-05
300. WELLS FARGO & COMPANY COM NEW   2009-05-20 2013-12-05
100. YUM BRANDS INC   2008-07-29 2013-12-05
120. ACE LTD   2010-03-17 2013-12-05
250. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-03 2013-12-05
120. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-12-05
10000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2011-08-23 2013-12-17
5000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2013-06-20 2013-12-17
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 5,458   3,957 1,501
b 3,261   2,337 924
c 3,349   1,942 1,407
d 10,447   10,405 42
e 5,240   5,218 22
2,234   1,580 654
1,117   644 473
2,247   1,945 302
4,494   2,680 1,814
3,132   1,418 1,714
1,391   777 614
10,398   10,405 -7
1,109   998 111
1,423   743 680
1,018   1,106 -88
687   733 -46
1,122   1,023 99
594   493 101
1,248   857 391
1,277   1,629 -352
849   775 74
622   679 -57
866   747 119
629   566 63
1,236   1,081 155
1,256   725 531
1,344   732 612
878   486 392
909   809 100
627   926 -299
1,679   593 1,086
1,542   777 765
1,389   1,030 359
2,026   1,679 347
1,003   825 178
1,735   1,250 485
466   375 91
466   383 83
996   833 163
932   798 134
801   650 151
1,007   970 37
587   504 83
651   630 21
930   914 16
633   390 243
514   455 59
1,104   928 176
1,354   1,198 156
529   439 90
1,490   1,353 137
778   707 71
1,160   813 347
701   695 6
925   651 274
1,099   978 121
491   589 -98
10,173   8,439 1,734
5,441   4,947 494
1,096   998 98
14,608   13,120 1,488
1,493   743 750
1,339   1,462 -123
1,421   1,465 -44
1,147   1,023 124
2,055   1,980 75
1,372   1,545 -173
1,239   986 253
2,358   1,288 1,070
2,423   1,713 710
1,984   2,172 -188
1,633   1,550 83
638   679 -41
1,169   624 545
1,618   1,427 191
1,243   1,132 111
1,920   1,606 314
1,193   725 468
1,942   1,084 858
2,001   1,160 841
1,719   972 747
1,834   1,617 217
41,196   38,745 2,451
1,180   1,852 -672
2,040   791 1,249
13,365   12,145 1,220
1,525   777 748
2,125   1,452 673
1,616   1,238 378
1,702   1,235 467
2,394   1,845 549
2,088   2,096 -8
2,423   1,927 496
2,058   2,071 -13
1,423   1,108 315
1,460   1,260 200
2,178   1,654 524
1,862   1,873 -11
52,530   54,823 -2,293
1,375   1,219 156
1,336   780 556
1,003   909 94
2,240   1,856 384
1,764   1,497 267
1,569   1,156 413
2,014   1,326 688
2,022   1,804 218
2,042   1,334 708
718   695 23
1,781   1,105 676
1,482   1,458 24
1,485   1,768 -283
1,346   1,434 -88
5,722   6,488 -766
7,481   4,267 3,214
30,359   30,387 -28
5,117   5,202 -85
16,467   17,109 -642
3,986   1,932 2,054
2,745   1,459 1,286
3,997   1,380 2,617
3,025   1,554 1,471
20,820   22,105 -1,285
7,604   2,667 4,937
6,600   5,359 1,241
4,125   3,286 839
10,053   7,958 2,095
1,150   1,023 127
12,655   8,634 4,021
719   493 226
9,924   3,864 6,060
15,214   10,339 4,875
11,172   12,768 -1,596
12,869   12,321 548
10,320   7,470 2,850
1,944   936 1,008
12,604   8,441 4,163
9,225   7,103 2,122
1,477   1,065 412
14,790   6,571 8,219
10,354   5,255 5,099
6,197   2,892 3,305
943   809 134
8,915   11,340 -2,425
15,250   4,111 11,139
11,857   5,391 6,466
15,685   9,346 6,339
10,544   9,951 593
12,622   9,109 3,513
14,853   9,719 5,134
13,764   10,062 3,702
12,605   9,027 3,578
5,243   3,877 1,366
8,734   7,056 1,678
7,588   4,963 2,625
14,647   9,821 4,826
9,600   8,647 953
8,778   4,288 4,490
16,507   9,154 7,353
14,333   7,727 6,606
8,119   5,062 3,057
11,701   6,934 4,767
2,834   2,255 579
13,602   8,672 4,930
13,019   5,063 7,956
7,466   3,494 3,972
12,006   5,325 6,681
12,472   11,551 921
7,357   6,838 519
10,000   10,283 -283
5,000   5,051 -51
      8,922
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       1,501
b       924
c       1,407
d       42
e       22
      654
      473
      302
      1,814
      1,714
      614
      -7
      111
      680
      -88
      -46
      99
      101
      391
      -352
      74
      -57
      119
      63
      155
      531
      612
      392
      100
      -299
      1,086
      765
      359
      347
      178
      485
      91
      83
      163
      134
      151
      37
      83
      21
      16
      243
      59
      176
      156
      90
      137
      71
      347
      6
      274
      121
      -98
      1,734
      494
      98
      1,488
      750
      -123
      -44
      124
      75
      -173
      253
      1,070
      710
      -188
      83
      -41
      545
      191
      111
      314
      468
      858
      841
      747
      217
      2,451
      -672
      1,249
      1,220
      748
      673
      378
      467
      549
      -8
      496
      -13
      315
      200
      524
      -11
      -2,293
      156
      556
      94
      384
      267
      413
      688
      218
      708
      23
      676
      24
      -283
      -88
      -766
      3,214
      -28
      -85
      -642
      2,054
      1,286
      2,617
      1,471
      -1,285
      4,937
      1,241
      839
      2,095
      127
      4,021
      226
      6,060
      4,875
      -1,596
      548
      2,850
      1,008
      4,163
      2,122
      412
      8,219
      5,099
      3,305
      134
      -2,425
      11,139
      6,466
      6,339
      593
      3,513
      5,134
      3,702
      3,578
      1,366
      1,678
      2,625
      4,826
      953
      4,490
      7,353
      6,606
      3,057
      4,767
      579
      4,930
      7,956
      3,972
      6,681
      921
      519
      -283
      -51
       
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 2 206,765
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 68,089 1,384,133 0.049193
2011 77,678 1,399,305 0.055512
2010 95,471 1,389,856 0.068691
2009 27,191 1,266,160 0.021475
2008      
2 Total of line 1, column (d) ...................... 2 0.194871
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 0.048718
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,453,738
5 Multiply line 4 by line 3....................... 5 70,823
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,249
7 Add lines 5 and 6......................... 7 73,072
8 Enter qualifying distributions from Part XII, line 4.............. 8 72,377
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 4,497
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 4,497
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 4,497
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 244
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.............. 7 244
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 4,253
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
    15,923    
    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
    72,687
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,497
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,497
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,190
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,190
    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
    68,190
    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 68,190
    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....... 0
    c From 2010....... 0
    d From 2011....... 413
    e From 2012....... 0
    fTotal of lines 3a through e......... 413
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 72,377
    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..... 68,190
    e Remaining amount distributed out of corpus 4,187
    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 4,600
    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 ......
    4,600
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 413
    d Excess from 2012.... 0
    e Excess from 2013.... 4,187
    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 or e-mail address of the person to whom applications should be addressed:
    Monique T Brown co TD Bank NA
    PO Box 477
    Concord,NH033020477
    (603) 229-5990
    bThe form in which applications should be submitted and information and materials they should include:
    Letter submitting request
    cAny submission deadlines:
    Grant requests are reviewed semi-annually
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Selection is made from various Concord, NH charitable, religious or eleemosynary institutions for one-fourth of balance available for distribution.
    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
    CONCORD REG VISITING NURSE ASSN
    ATTN VIOLET ROUNDS
    DIRECTOR OF FINANCE
    CONCORD,NH033013502
    NONE 501(C)(3) GENERAL OPERATIONS 18,059
    NEW ENGLAND COLLEGE
    98 BRIDGE STREET
    HENNIKER,NH03242
    NONE 501(C)(3) SUPPORT COMMUNITY RESOURCE 1,500
    LEAGUE OF NH CRAFTSMEN
    SUSIE LOWE-STOCKWELL EXE DIRECTOR
    49 SOUTH MAIN STREET SUITE 100
    CONCORD,NH03301
    NONE 501(C)(3) SUPPORT ONGOING EDUCATIONAL 2,500
    CONCORD-MERRIMACK COUNTY SPCA
    130 WASHINGTON STREET
    PENACOOK,NH03303
    NONE 501(C)(3) GENERAL OPERATIONS 200
    UNITARIAN UNIVERSALIST
    CHURCH OF CONCORD
    KEN KOERBER TREASURER
    CONCORD,NH03301
    NONE 501(C)(3) GENERAL OPERATIONS 18,059
    STRATHSPEY & REEL SOCIETY OF NH
    ATTN BETSY WOODMAN
    102 LITTLE POND ROAD
    CONCORD,NH03301
    NONE 501(C)(3) SUPPORT TO EXPAND PROGRAM 1,750
    RED RIVERS THEATRES INC
    ATTN SUSAN AMBURG
    11 SOUTH MAIN STREET SUITE L1-1
    CONCORD,NH03301
    NONE 501(C)(3) FOR PROGRAMMING SUPPORT 2,500
    NH AUDUBON
    84 SILK FARM ROAD
    CONCORD,NH03301
    NONE 501(C)(3) SUPPORT CARTER HILL RAPTOR 1,250
    KIMBALL JENKINS SCHOOL OF ART
    266 NORTH MAIN STREET
    CONCORD,NH03301
    NONE 501(C)(3) SUPPORT ONLY PUBLIC ART 1,000
    CONCORD COMMUNITY MUSIC SCHOOL
    24 WALL STREET
    CONCORD,NH03301
    NONE 501(C)(3) SPONSOR BACH'S LUNCH SERIES 2,500
    CONCORD HOSPITAL
    RICHARD FORD
    C/O ACCOUNTING DEPT
    CONCORD,NH03301
    NONE 501(C)(3) GENERAL OPERATIONS 18,059
    CONCORD HOSPITAL TRUST
    ATTN DEANNE PELLETIER
    250 PLEASANT STREET
    CONCORD,NH03301
    NONE 501(C)(3) PURCHASE NEW DENTAL CHAIR 2,500
    RISE AGAIN OUTREACH
    ATTN ROBERT MAGAN
    33 STANIELS ROAD
    LOUDON,NH03307
    NONE 501(C)(3) HELP WITH EXPANSION OF 2,500
    Total .................................bullet 3a 72,377
    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 35,088  
    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 .............
        18 206,771  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a990PF REFUND     1 93  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   241,952  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13241,952
    (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:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Name of Bond End of Year Book Value End of Year Fair Market Value
    5000 AT&T 4.45% 5,088 5,264
    10000 ANHEUSER-BUSCH 1.375% 10,105 9,979
    10000 BK OF NOVA SCOTIA 1.1% 10,011 10,048
    15000 BERKSHIRE HATHAWAY 5.40% 16,898 17,253
    10000 CATERPILLAR FINL SE 2.05 10,290 10,265
    5000 CISCO SYSTEMS INC 4.95% 5,461 5,624
    15000 COCA COLA CO 1.50% 14,677 15,283
    5000 COMCAST CORP 2.85% 4,988 4,623
    15000 GEN ELEC CAP CORP 16,586 17,064
    5000 GEN ELEC CAP CORP 1.625% 5,091 5,081
    15000 JPMORGAN CHASE 6.00% 16,922 17,272
    15000 ONTARIO PROVINCE 1.65% 14,794 14,397
    15000 ONTARIO PROVINCE 2.950% 15,634 15,418
    5000 PFIZER INC NOTES 5.35% 5,558 5,283
    5000 PROVINCE OF QUEBEC 2.75% 5,228 4,824
    5000 SBC COMMUNICATIONS 5.10% 5,438 5,159
    5000 TOYOTA MOTOR CREDIT 2.00% 5,195 5,143
    5000 US BANCORP 1.95% 5,007 4,973
    15000 WACHOVIA CORP 5.75% 17,551 17,296
    10000 WAL-MARAT STORES INC 1.5 10,297 10,190
    3153.989 FIDELITY HIGH INCOME 29,364 29,553
    1539.809 VANGUARD INFLTN PRTCT 41,281 39,219

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Name of Stock End of Year Book Value End of Year Fair Market Value
    110 DELPHI AUTOMOTIVE PLC 6,346 6,614
    200 COMCAST CORP SPECIAL CL A 9,383 9,976
    170 GENERAL MTRS CO 6,631 6,948
    80 GENUINE PARS CO 6,449 6,655
    670 INTERNATIONAL GAME TECHNOL 11,827 12,167
    190 KOHLS CORP 10,479 10,783
    80 MCDONALDS CORP 7,649 7,762
    450 STAPLES INC 6,964 7,151
    220 TJX COMPANIES INC 11,879 14,021
    210 TIME WARNER INC 13,806 14,641
    200 CVS CORP 13,238 14,314
    110 COLGATE PALMOLIVE CO 3,432 7,173
    130 PEPSICO INCORPORATED 10,711 10,782
    60 SMUCKER J M CO NEW 6,154 6,217
    130 CAMERON INTERNATIONAL CORP 7,225 7,739
    130 DEVON ENERGY CORPORATION 7,990 8,043
    160 EXXON MOBIL CORP 11,479 16,192
    170 NATIONAL-OILWELL INC 13,884 13,520
    110 OCCIDENTAL PETROLEUM CO 10,360 10,461
    75 AMERICAN EXPRESS CO 1,862 6,805
    210 AMERICNA INTL GROUP INC 10,177 10,721
    90 AMERIPRISE FINANCIAL INC 9,548 10,355
    60 BLACKROCK INC CL A 17,690 18,988
    220 CIT GROUP INC 11,014 11,469
    140 CME GROUP INC 10,933 10,984
    130 CAPITAL ONE FINANCIAL CORP 6,322 9,959
    210 CITIGROUP INC 10,741 10,943
    260 MARSH & MCLENNAN CORP 12,268 12,574
    50 NORTHERN TRUST CORP 3,058 3,095
    60 VISA INC - CL A 12,151 13,361
    280 ABBOTT LABS CO 7,720 10,732
    210 ABBVIE INC 10,448 11,090
    190 AETNA U S HEALTHCARE INC 12,565 13,032
    160 DAVITA HEALTH CARE PARTNER 9,123 10,139
    220 FIDELITY NATL INFORMATION 11,064 11,810
    110 THERMO FISHER SCIENTIFIC I 11,056 12,249
    170 UNITEDHEALTH GROUP INC 12,421 12,801
    160 INGERSOLL-RAND PLC 8,934 9,856
    160 BOENIG CO 17,506 21,838
    200 DANAHER CORP SHS BEN INT 10,564 15,440
    100 ROCKWELL COLLINS INC 7,229 7,392
    60 UNITED TECHNOLOGIES 6,550 6,828
    150 SEAGATE TECHNOLOGY PLC 7,528 8,424
    100 CHECK POINT SOFTWARD TECH 5,490 6,450
    260 AGILENT TECHNOLOGIES INC 12,731 14,869
    40 APPLE COMPUTER INC 15,796 22,441
    550 APPLIED MATERIALS 9,207 9,724
    210 ELECTRONIC ARTS COM 4,356 4,817
    560 MICROSOFT CORPORATION 16,871 20,950
    420 ORACLE CORPORATION 12,872 16,069
    300 TEXAS INSTRUMENTS 12,788 13,173
    170 E I DUPONT DE NEMOURS INC 10,211 11,045
    20 ECOLAB INC 955 2,085
    200 INTERNATIONAL PAPER CO 10,356 10,787
    110 PRAXAIR INCORPORATED COMMO 13,522 14,303
    320 CENTURYLINK INC 9,859 10,192
    210 NORTHEAST UTILITIES CORP 8,598 8,902
    240 WISCONSIN ENERGY CORP 9,948 9,922
    2389.111 INVESCO INTERNATIONAL 64,912 81,947
    764.159 BUFFALO SMALL CAP FD 20,487 28,518
    1117.981 HARBOR INTERNATIONAL 65,357 79,388
    985.680 HARTFORD MUT FDS INC 23,480 28,023
    1056.783 PERKINS MID CAP VALUE 23,785 24,686
    1071.804 ROYCE SPECIAL EQUITY 22,645 26,817

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    US Government Securities - End of Year Book Value:

    326,685
    US Government Securities - End of Year Fair Market Value:

    320,611
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 OtherDecreasesSchedule
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Description Amount
    ROUNDING ADJUSTMENT 4


    TY 2013 OtherExpensesSchedule
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 138 138   0
    OTHER NON-ALLOCABLE EXPENSE - 138 138   0


    TY 2013 OtherIncomeSchedule2
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    990PF REFUND 93 0  


    TY 2013 TaxesSchedule
    Name:
    GERTRUDE COUCH IRREV TUW 360109011
    EIN: 02-6004809
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 132 132   0
    FOREIGN TAXES ON NONQUALIFIED 91 91   0