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
TRUST UW BENJAMIN COUCH 360107015
 

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

02-6004808
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$2,699,938J 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...... 63,311 63,311  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 357,448
b Gross sales price for all assets on line 6a 1,655,635
7 Capital gain net income (from Part IV, line 2)... 357,448
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).......      
12 Total. Add lines 1 through 11........ 420,759 420,759  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,368 23,368    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 4,145 4,145 0 0
b Accounting fees (attach schedule)....... Click to see attachment 575 575 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions) Click to see attachment 985 391   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)....... Click to see attachment 306 306    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 29,379 28,785 0 0
25 Contributions, gifts, grants paid........ 124,507 124,507
26 Total expenses and disbursements. Add lines 24 and 25 153,886 28,785 0 124,507
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 266,873
b Net investment income (if negative, enter -0-) 391,974
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.......... 37,645 27,009 27,009
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) 459,957 Click to see attachment578,598 561,674
b Investments—corporate stock (attach schedule)........ 1,364,931 Click to see attachment1,390,141 1,594,242
c Investments—corporate bonds (attach schedule)........ 386,500 Click to see attachment520,165 517,013
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) 2,249,033 2,515,913 2,699,938
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......... 2,249,033 2,515,913
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).................... 2,249,033 2,515,913
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 2,249,033 2,515,913
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 2,249,033
2 Enter amount from Part I, line 27a..................... 2 266,873
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 7
4 Add lines 1, 2, and 3.......................... 4 2,515,913
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,515,913
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 280. ABBVIE INC   2010-11-23 2013-01-15
b 100. WALT DISNEY CO   2012-01-09 2013-02-04
c 80. HOME DEPOT INC   2010-11-23 2013-02-04
d 120. ABBOTT LABORATORIES   2013-01-15 2013-02-21
e 967.042 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-24 2013-02-21
70. AMERICAN EXPRESS CO   2009-05-19 2013-02-21
110. ARCHER DANIELS MID   2011-04-26 2013-02-21
10. BED BATH & BEYOND INC   2011-11-03 2013-02-21
70. BED BATH & BEYOND INC   2012-06-15 2013-02-21
50. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-02-21
120. BROADCOM CORP COM   2012-03-26 2013-02-21
217.053 BUFFALO SMALL CAP FD #1444   2010-11-24 2013-02-21
70. CAPITAL ONE FINANCIAL CORP   2011-07-14 2013-02-21
40. CELGENE CORP   2011-11-03 2013-02-21
30. CELGENE CORP   2012-04-12 2013-02-21
60. CHEVRONTEXACO CORP   2007-06-15 2013-02-21
250. CISCO SYSTEMS INC   2010-08-24 2013-02-21
150. COCA COLA CO   2012-05-10 2013-02-21
50. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-02-21
30. COLGATE PALMOLIVE   2012-04-12 2013-02-21
20. COLGATE PALMOLIVE   2011-04-21 2013-02-21
130. COMCAST CORP NEW CL A   2012-12-03 2013-02-21
60. CONOCOPHILLIPS   2012-09-13 2013-02-21
100. DANAHER CORP   2011-04-26 2013-02-21
30. DIAGEO PLC ADR   2009-07-07 2013-02-21
100. WALT DISNEY CO   2010-12-16 2013-02-21
200. E M C CORP MASS   2010-11-23 2013-02-21
60. ECOLAB INC   2010-05-05 2013-02-21
80. EXXON MOBIL CORP   2008-05-12 2013-02-21
130. FREEPORT-MCMORAN COPPER & GOCL B   2012-02-06 2013-02-21
170. GILEAD SCIENCES INC   2011-05-06 2013-02-21
396.397 HARBOR INTERNATIONAL FUND   2010-11-24 2013-02-21
151.964 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2010-11-24 2013-02-21
100. HOME DEPOT INC   2008-09-09 2013-02-21
90. ILLINOIS TOOL WKS INC   2012-01-24 2013-02-21
20. INTERNATIONAL BUSINESS MACHINES   2011-04-25 2013-02-21
100. J P MORGAN CHASE & CO   2008-05-12 2013-02-21
157.917 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS   2010-11-24 2013-02-21
20. JOHNSON & JOHNSON   2004-11-22 2013-02-21
50. JOHNSON & JOHNSON   2012-05-29 2013-02-21
60. MERCK & CO INC NEW COM   2011-12-01 2013-02-21
80. MERCK & CO INC NEW COM   2012-05-29 2013-02-21
160. MICROSOFT CORP   2006-10-09 2013-02-21
130. MONDELEZ INTERNATIONAL INC   2012-08-22 2013-02-21
70. NEXTERA ENERGY INC COM   2012-05-10 2013-02-21
40. ORACLE CORP   2012-09-13 2013-02-21
120. ORACLE CORP   2011-06-15 2013-02-21
40. PNC FINANCIAL CORP   2011-12-16 2013-02-21
140. PFIZER INC   2012-12-03 2013-02-21
10. PRECISION CASTPARTS CORP   2012-10-15 2013-02-21
100. QUALCOMM, INC.   2012-09-13 2013-02-21
270.409 ROYCE SPECIAL EQUITY FD #327   2010-11-24 2013-02-21
160. SPECTRA ENERGY CORP   2012-01-09 2013-02-21
70. STARBUCKS CORP   2011-09-08 2013-02-21
60. TJX CO   2013-02-04 2013-02-21
40. 3M CO   2012-08-22 2013-02-21
20. 3M CO   2008-09-24 2013-02-21
180. US BANCORP DEL NEW   2008-05-12 2013-02-21
30. UNION PACIFIC CORP   2012-02-06 2013-02-21
30. VERIZON COMMUNICATIONS   2012-06-15 2013-02-21
80. VERIZON COMMUNICATIONS   2010-08-24 2013-02-21
110. WALGREEN CO   2012-10-15 2013-02-21
40. WELLPOINT INC COM   2012-06-15 2013-02-21
140. WELLS FARGO & COMPANY COM NEW   2009-05-20 2013-02-21
40. YUM BRANDS INC   2008-05-12 2013-02-21
50. ACE LTD   2010-11-23 2013-02-21
110. TRANSOCEAN LTD ZUG NAMEN AKT   2012-08-22 2013-02-21
100. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-26 2013-02-21
15000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-10-26 2013-02-22
5000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2013-02-22 2013-02-22
30. CELGENE CORP   2011-11-03 2013-03-19
80. COLGATE PALMOLIVE   2010-11-23 2013-03-19
100. GILEAD SCIENCES INC   2011-04-26 2013-03-19
30. HOME DEPOT INC   2008-09-09 2013-03-19
25000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2011-10-26 2013-04-02
510. MONDELEZ INTERNATIONAL INC   2012-08-03 2013-05-20
110. WELLPOINT INC COM   2012-06-15 2013-05-20
5000. BERKSHIRE HATHAWAY 5.40% 5/15/2018 DTD 11/15/2008   2013-02-22 2013-06-18
5000. GEN ELEC CAP CORP 5.625% 09/15/2017 DTD 09/24/07   2013-02-22 2013-06-18
5000. JPMORGAN CHASE & 6.00% 01/15/2018 DTD 12/20/07   2013-02-22 2013-06-18
5000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-25 2013-06-18
5000. WACHOVIA CORP 5.750% 02/01/2018 DTD 01/31/08   2013-02-22 2013-06-18
1532.022 FIDELITY SPARTAN HIGH INCOME   2013-02-21 2013-06-19
6778.018 FIDELITY SPARTAN HIGH INCOME   2011-10-26 2013-06-19
14.858 HARBOR INTERNATIONAL FUND   2010-11-24 2013-06-19
120. SPDR GOLD TRUST   2013-02-21 2013-06-19
710. SPDR GOLD TRUST   2011-10-04 2013-06-19
280. BROADCOM CORP COM   2012-03-26 2013-06-27
80. BROADCOM CORP COM   2012-09-13 2013-06-27
115. DIAGEO PLC ADR   2009-07-07 2013-06-27
4985.57 VANGUARD SHORT-TERM FED-ADM #549   2013-06-21 2013-07-29
15000. FED HOME LN MTG 5.00% 01/30/2014 DTD 01/30/2004   2013-06-20 2013-08-06
25000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2012-05-07 2013-08-06
50. CELGENE CORP   2011-11-03 2013-08-16
60. ECOLAB INC   2010-05-05 2013-08-16
120. GILEAD SCIENCES INC   2011-04-21 2013-08-16
10. HOME DEPOT INC   2013-06-19 2013-08-16
60. HOME DEPOT INC   2008-09-09 2013-08-16
35000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2012-08-08 2013-11-13
140. AMERICAN EXPRESS CO   2009-05-19 2013-12-05
430. ARCHER DANIELS MID   2012-02-16 2013-12-05
30. ARCHER DANIELS MID   2013-03-19 2013-12-05
10. BED BATH & BEYOND INC   2013-06-19 2013-12-05
230. BED BATH & BEYOND INC   2011-11-03 2013-12-05
60. BERKSHIRE HATHAWAY INC DEL CL B NEW   2013-06-19 2013-12-05
150. BERKSHIRE HATHAWAY INC DEL CL B NEW   2012-05-29 2013-12-05
10. CAPITAL ONE FINANCIAL CORP   2013-06-19 2013-12-05
110. CELGENE CORP   2011-11-03 2013-12-05
10. CHEVRONTEXACO CORP   2013-06-19 2013-12-05
220. CHEVRONTEXACO CORP   2010-11-23 2013-12-05
925. CISCO SYSTEMS INC   2010-11-23 2013-12-05
10. CISCO SYSTEMS INC   2013-06-19 2013-12-05
550. COCA COLA CO   2012-05-29 2013-12-05
10. COCA COLA CO   2013-06-19 2013-12-05
180. COGNIZANT TECHNLGY SLTNS COR   2012-12-03 2013-12-05
10. COGNIZANT TECHNLGY SLTNS COR   2013-06-19 2013-12-05
40. COLGATE PALMOLIVE   2008-11-20 2013-12-05
10. COMCAST CORP NEW CL A   2013-06-19 2013-12-05
450. COMCAST CORP NEW CL A   2012-08-22 2013-12-05
230. CONOCOPHILLIPS   2012-09-13 2013-12-05
10. DANAHER CORP   2013-06-19 2013-12-05
30. DANAHER CORP   2011-04-21 2013-12-05
370. WALT DISNEY CO   2008-07-29 2013-12-05
750. E M C CORP MASS   2006-07-26 2013-12-05
10. E M C CORP MASS   2013-06-19 2013-12-05
100. ECOLAB INC   2010-11-23 2013-12-05
20. EXXON MOBIL CORP   2008-05-12 2013-12-05
450. FREEPORT-MCMORAN COPPER & GOCL B   2012-09-13 2013-12-05
10. FREEPORT-MCMORAN COPPER & GOCL B   2013-06-19 2013-12-05
370. GILEAD SCIENCES INC   2011-04-25 2013-12-05
260. HOME DEPOT INC   2008-09-09 2013-12-05
350. ILLINOIS TOOL WKS INC   2010-11-23 2013-12-05
100. INTERNATIONAL BUSINESS MACHINES   2011-09-08 2013-12-05
390. J P MORGAN CHASE & CO   2010-11-23 2013-12-05
280. JOHNSON & JOHNSON   2005-12-08 2013-12-05
490. MERCK & CO INC NEW COM   2011-12-01 2013-12-05
10. MERCK & CO INC NEW COM   2013-06-19 2013-12-05
270. NEXTERA ENERGY INC COM   2012-05-02 2013-12-05
130. PNC FINANCIAL CORP   2011-12-16 2013-12-05
10. PFIZER INC   2013-06-19 2013-12-05
490. PFIZER INC   2012-12-03 2013-12-05
60. PRECISION CASTPARTS CORP   2012-10-15 2013-12-05
10. QUALCOMM, INC.   2013-06-19 2013-12-05
340. QUALCOMM, INC.   2012-08-22 2013-12-05
500. SPECTRA ENERGY CORP   2012-01-09 2013-12-05
190. STARBUCKS CORP   2011-09-08 2013-12-05
10. STARBUCKS CORP   2013-06-19 2013-12-05
225. 3M CO   2008-09-24 2013-12-05
10. US BANCORP DEL NEW   2013-06-19 2013-12-05
640. US BANCORP DEL NEW   2010-11-23 2013-12-05
10. UNION PACIFIC CORP   2013-06-19 2013-12-05
90. UNION PACIFIC CORP   2011-11-03 2013-12-05
420. VERIZON COMMUNICATIONS   2010-08-24 2013-12-05
170. WALGREEN CO   2013-06-19 2013-12-05
340. WALGREEN CO   2012-10-15 2013-12-05
10. WELLS FARGO & COMPANY COM NEW   2013-06-19 2013-12-05
530. WELLS FARGO & COMPANY COM NEW   2009-05-20 2013-12-05
30. YUM BRANDS INC   2013-03-19 2013-12-05
140. YUM BRANDS INC   2008-05-12 2013-12-05
220. ACE LTD   2009-07-07 2013-12-05
430. TRANSOCEAN LTD ZUG NAMEN AKT   2012-07-13 2013-12-05
200. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2013-12-05
25000. BNK OF NOVA SCOTIA 2.375% 12/17/2013 DTD 06/17/10   2011-01-18 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 9,552   6,923 2,629
b 5,436   3,819 1,617
c 5,358   2,400 2,958
d 4,110   3,993 117
e 28,924   26,275 2,649
4,311   1,738 2,573
3,532   4,050 -518
576   618 -42
4,030   5,128 -1,098
5,011   3,970 1,041
4,044   4,636 -592
6,397   5,342 1,055
3,651   3,450 201
3,963   2,576 1,387
2,972   2,370 602
6,891   4,997 1,894
5,190   5,510 -320
5,656   5,813 -157
3,767   3,396 371
3,400   2,917 483
2,267   1,585 682
5,218   4,688 530
3,470   3,395 75
6,095   5,341 754
3,559   1,728 1,831
5,416   3,641 1,775
4,662   2,827 1,835
4,440   2,917 1,523
7,096   7,137 -41
4,203   6,018 -1,815
7,041   3,412 3,629
24,894   23,173 1,721
3,571   3,465 106
6,469   2,945 3,524
5,547   4,356 1,191
3,971   3,357 614
4,828   4,727 101
3,566   3,435 131
1,538   1,219 319
3,844   3,125 719
2,545   2,156 389
3,394   3,004 390
4,408   4,440 -32
3,471   3,453 18
5,088   4,492 596
1,374   1,294 80
4,121   3,769 352
2,510   2,216 294
3,837   3,528 309
1,825   1,654 171
6,476   6,229 247
6,033   5,405 628
4,683   4,875 -192
3,727   2,729 998
2,660   2,727 -67
4,110   3,711 399
2,055   1,371 684
6,086   6,152 -66
4,034   3,325 709
1,356   1,317 39
3,615   2,367 1,248
4,573   3,975 598
2,500   2,827 -327
4,983   3,520 1,463
2,601   1,626 975
4,316   2,550 1,766
5,841   5,291 550
5,102   5,847 -745
15,671   16,496 -825
5,240   5,241 -1
3,351   1,932 1,419
8,987   5,909 3,078
4,474   1,974 2,500
2,086   884 1,202
25,995   27,494 -1,499
15,721   12,923 2,798
8,550   7,773 777
5,846   5,978 -132
5,748   5,890 -142
5,799   5,976 -177
5,201   5,218 -17
5,851   5,965 -114
14,294   14,401 -107
63,239   60,455 2,784
956   869 87
15,759   18,318 -2,559
93,240   96,912 -3,672
9,425   10,679 -1,254
2,693   2,868 -175
13,236   6,623 6,613
53,346   53,196 150
15,352   15,595 -243
27,446   28,590 -1,144
6,643   3,220 3,423
5,489   2,917 2,572
6,853   2,365 4,488
756   763 -7
4,538   1,767 2,771
36,434   38,240 -1,806
11,828   3,476 8,352
17,737   14,901 2,836
1,237   986 251
773   711 62
17,785   14,078 3,707
6,903   6,265 638
17,257   11,725 5,532
719   620 99
18,194   7,084 11,110
1,217   1,213 4
26,777   18,032 8,745
19,499   15,230 4,269
211   249 -38
22,119   21,113 1,006
402   409 -7
16,887   12,224 4,663
938   639 299
2,591   1,248 1,343
485   405 80
21,815   14,525 7,290
16,322   12,531 3,791
738   641 97
2,215   1,598 617
26,059   11,489 14,570
18,060   7,688 10,372
241   251 -10
10,329   4,849 5,480
1,886   1,784 102
15,429   19,491 -4,062
343   296 47
26,868   7,237 19,631
20,551   7,657 12,894
27,449   16,354 11,095
17,574   16,584 990
21,878   17,421 4,457
25,993   17,009 8,984
24,088   17,608 6,480
492   480 12
22,689   16,188 6,501
9,737   7,201 2,536
312   293 19
15,284   12,348 2,936
15,175   9,925 5,250
732   621 111
24,900   16,347 8,553
16,551   14,888 1,663
15,162   7,407 7,755
798   669 129
28,569   15,424 13,145
387   353 34
24,792   14,030 10,762
1,624   1,570 54
14,614   9,111 5,503
20,477   12,160 8,317
9,635   7,722 1,913
19,270   12,285 6,985
434   409 25
23,000   7,555 15,445
2,240   2,085 155
10,453   5,690 4,763
22,012   9,448 12,564
21,451   19,828 1,623
12,262   11,319 943
25,000   25,567 -567
      15,709
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       2,629
b       1,617
c       2,958
d       117
e       2,649
      2,573
      -518
      -42
      -1,098
      1,041
      -592
      1,055
      201
      1,387
      602
      1,894
      -320
      -157
      371
      483
      682
      530
      75
      754
      1,831
      1,775
      1,835
      1,523
      -41
      -1,815
      3,629
      1,721
      106
      3,524
      1,191
      614
      101
      131
      319
      719
      389
      390
      -32
      18
      596
      80
      352
      294
      309
      171
      247
      628
      -192
      998
      -67
      399
      684
      -66
      709
      39
      1,248
      598
      -327
      1,463
      975
      1,766
      550
      -745
      -825
      -1
      1,419
      3,078
      2,500
      1,202
      -1,499
      2,798
      777
      -132
      -142
      -177
      -17
      -114
      -107
      2,784
      87
      -2,559
      -3,672
      -1,254
      -175
      6,613
      150
      -243
      -1,144
      3,423
      2,572
      4,488
      -7
      2,771
      -1,806
      8,352
      2,836
      251
      62
      3,707
      638
      5,532
      99
      11,110
      4
      8,745
      4,269
      -38
      1,006
      -7
      4,663
      299
      1,343
      80
      7,290
      3,791
      97
      617
      14,570
      10,372
      -10
      5,480
      102
      -4,062
      47
      19,631
      12,894
      11,095
      990
      4,457
      8,984
      6,480
      12
      6,501
      2,536
      19
      2,936
      5,250
      111
      8,553
      1,663
      7,755
      129
      13,145
      34
      10,762
      54
      5,503
      8,317
      1,913
      6,985
      25
      15,445
      155
      4,763
      12,564
      1,623
      943
      -567
       
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 2 357,448
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 124,255 2,458,925 0.050532
2011 123,665 2,467,042 0.050127
2010 164,333 2,408,331 0.068235
2009 110,984 2,241,032 0.049524
2008 209,445 2,635,730 0.079464
2 Total of line 1, column (d) ...................... 2 0.297882
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 0.059576
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 2,563,828
5 Multiply line 4 by line 3....................... 5 152,743
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,920
7 Add lines 5 and 6......................... 7 156,663
8 Enter qualifying distributions from Part XII, line 4.............. 8 124,507
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 7,839
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 7,839
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 7,839
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 796
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.............. 7 796
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 7,043
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     		23,368    
    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
    128,191
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,839
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,839
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    120,352
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    120,352
    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
    120,352
    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 7 120,352
    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....... 1,353
    e From 2012....... 2,103
    fTotal of lines 3a through e......... 3,456
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 124,507
    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..... 120,352
    e Remaining amount distributed out of corpus 4,155
    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 7,611
    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 ......     		7,611
    10 Analysis of line 9:
    a Excess from 2009.... 0
    b Excess from 2010.... 0
    c Excess from 2011.... 1,353
    d Excess from 2012.... 2,103
    e Excess from 2013.... 4,155
    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 BROWN
    C/O TD BANK NA
    PO BOX CONCORD,NH033020477
    (603) 229-5990
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER SPECIFYING THE AMOUNT REQUESTED AND WHAT THE FUNDS WILL BE USED FOR
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    QUALIFIED CHARITABLE ORGANIZATIONS LOCATED IN CONCORD, NEW HAMPSHIRE
    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
    CONCORD,NH033013502     		NONE 501(C)(3) SUPPORT VARIOUS ACTIVITIES 33,669
    ST PAUL'S SCHOOL
    MICHAEL RICARD ASP DIRECTOR
    325 PLEASANT STREET
    CONCORD,NH033012591     		NONE 501(C)(3) SUPPORT ADVANCED STUDIES 500
    SOCIETY FOR THE PROTECTION
    NEW HAMPSHIRE FORESTS
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		NONE 501(C)(3) TO SUPPORT ACQUISITION OF 1,000
    NH ASSOCIATION FOR THE BLIND
    25 WALKER STREET
    CONCORD,NH03301     		NONE 501(C)(3) PROVIDE VISION 2,500
    NEW HAMPSHIRE HISTORICAL
    SOCIETY
    6 EAGLE SQUARE
    CONCORD,NH03301     		NONE 501(C)(3) UNDERWRITE UPCOMING ISSUE 2,500
    CONCORD BOYS & GIRLS CLUB
    55 BRADLEY STREET
    CONCORD,NH03301     		NONE 501(C)(3) HELP PURCHASE NEW 2,500
    RIVERBEND COMMUNITY MENTAL HEALTH
    GAYLE KIMBALL DIRECTOR OF DEVELOPM
    CONCORD,NH033022032     		NONE 501(C)(3) HELP FUND AESEP 4,500
    THE CHILDREN'S PLACE
    SUSAN LUNT GRANT ADMINISTRATOR
    PO BOX 576
    CONCORD,NH033020576     		NONE 501(C)(3) HELP FUND PARENT EDUCATION 2,500
    RED RIVER THEATRES INC
    ATTN SUSAN AMBURG
    11 SOUTH MAIN STREET SUITE L1-1
    CONCORD,NH033014026     		NONE 501(C)(3) PROGRAMMING SUPPORT 2,500
    COMMUNITY LOAN FUND
    BETHANY TARBELL GRANTS MANAGER
    7 WALL STREET
    CONCORD,NH03301     		NONE 501(C)(3) SUPPORT TECHNICAL 2,500
    CONCORD COMMUNITY MUSIC
    24 WALL STREET
    CONCORD,NH03301     		NONE 501(C)(3) SUPPORT BACH LUNCH SERIES 2,500
    CONCORD HOSPITAL
    RICHARD FORD
    C/O ACCOUNTING DEPT
    CONCORD,NH03301     		NONE 501(C)(3) SUPPORT VARIOUS ACTIVITIES 62,338
    CONCORD CHORALE INC
    PO BOX 160
    CONCORD,NH033020160     		NONE 501(C)(3) SUPPORT 2013-2014 SEASON 2,000
    CONCORD HOSPITAL TRUST
    ATTN DEANNE PELLETIER
    CONCORD,NH03301     		NONE   SUPPORT MICHAEL B GREEN 3,000
    Total .................................bullet 3a 124,507
    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 63,310  
    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 .............     		    18 357,449  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   420,759  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13420,759
    (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:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 575 575    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Name of Bond End of Year Book Value End of Year Fair Market Value
    15000 AT&T INC 4.45% 15,601 15,792
    20000 ANHEUSER-BUSCH 1.375% 20,200 19,958
    20000 BK OF NOVA SCOTIA 1.1% 20,021 20,096
    25000 BERKSHIRE HATHAWAY 5.40% 28,778 28,756
    20000 CATERPILLAR FINL SE 2.05 20,646 20,531
    15000 CISCO SYSTEMS INC 4.95% 16,660 16,872
    25000 COCA COLA CO 1.500% 23,891 25,472
    10000 COMCAST CORP 2.85% 9,977 9,246
    25000 GEN ELEC CAP CORP 5.625% 27,685 28,440
    10000 GEN ELEC CAP CORP 1.625% 10,149 10,163
    25000 JPMORGAN CHASE 6.00% 27,373 28,787
    30000 ONTARIO PROVINCE OF 1.65 29,723 28,794
    25000 ONTARIO PROVINCE 2.95% 26,090 25,697
    15000 PRIZER INC NOTES 5.35% 16,593 15,850
    10000 PROVINCE OF QUEBEC 2.75% 10,361 9,648
    15000 SBC COMMUNICATIONS 5.10% 16,149 15,478
    15000 TOYOTA MOTOR CREDIT 2.00 15,457 15,429
    10000 US BANCORP 1.95% 10,015 9,946
    25000 WACHOVIA CORP 5.750% 28,673 28,827
    20000 WAL-MART STORES INC 1.50 20,569 20,381
    5756.109 FIDELITY HIGH INCOME 53,589 53,935
    2705.726 VANGUARD INFLTN PRTCT 71,965 68,915

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Name of Stock End of Year Book Value End of Year Fair Market Value
    190 DELPHI AUTOMOTIVE PLC 10,961 11,425
    360 COMCAST CORP SPECIAL CL A 16,890 17,957
    290 GENERAL MTRS CO 11,312 11,852
    140 GENUINE PARTS CO 11,286 11,647
    1170 INTERNATIONAL GAME TECHNO 20,653 21,247
    340 KOHLS CORP 18,752 19,295
    140 MCDONALDS CORP 13,386 13,584
    790 STAPLES INC 12,226 12,553
    390 TJX COMPANIES INC 21,021 24,855
    370 TIME WARNER INC 24,324 25,796
    340 CVS CORP 22,504 24,334
    200 COLGATE PALMOLIVE CO 6,239 13,042
    220 PEPSICO INCORPORATED 18,127 18,247
    110 SMUCKER J M CO NEW 11,283 11,398
    230 CAMERON INTERNATIONAL CORP 12,782 13,692
    230 DEVON ENERGY CORPORATION 14,136 14,230
    270 EXXON MOBIL CORP 20,271 27,324
    300 NATIONAL-OILWELL INC 24,501 23,859
    200 OCCIDENTAL PETROLEUM CO 18,836 19,020
    140 AMERICAN EXPRESS CO 3,476 12,702
    370 AMERICAN INTL GROUP INC 17,931 18,889
    160 AMERIPRISE FINANCIAL INC 16,974 18,408
    110 BLACKROCK INC CL A 32,432 34,812
    380 CIT GROUP INC 19,024 19,809
    250 CME GROUP INC 19,524 19,615
    240 CAPITAL ONE FINANCIAL CORP 11,666 18,386
    370 CITIGROUP INC 18,924 19,281
    450 MARSH & MCLENNAN CORP 21,233 21,762
    90 NORTHERN TRUST CORP 5,505 5,570
    110 VISA INC - CL A 22,277 24,495
    500 ABBOTT LABS CO 13,898 19,165
    360 ABBVIE INC 17,911 19,012
    330 AETNA U S HEALTHCARE INC 21,823 22,635
    290 DAVITA HEALTH CARE PARTNER 16,535 18,377
    390 FIDELITY NATL INFORMATION 19,613 20,935
    190 THERMO FISHER SCIENTIFIC I 19,097 21,157
    300 UNITEDHEALTH GROUP INC 21,920 22,590
    280 INGERSOLL-RAND PLC 15,635 17,248
    280 BOEING CO 30,387 38,217
    350 DANAHER CORP SHS BEN INT 18,469 27,020
    180 ROCKWELL COLLINS INC 13,012 13,306
    100 UNITED TECHNOLOGIES 10,917 11,380
    260 SEAGATE TECHNOLOGY PLC 13,048 14,602
    180 CHECK POINT SOFTWARE TECH 9,607 11,610
    460 AGILENT TECHNOLOGIES INC 22,514 26,307
    70 APPLE COMPUTER INC 29,419 39,271
    960 APPLIED MATERIALS 16,070 16,973
    360 ELECTRONIC ARTS COM 7,467 8,258
    990 MICROSOFT CORPORATION 30,176 37,036
    730 ORACLE CORPORATION 22,530 27,930
    530 TEXAS INSTRUMENTS 22,592 23,272
    290 E I DUPONT DE NEMOURS INC 17,418 18,841
    40 ECOLAB INC 1,909 4,171
    380 INTERNATIONAL PAPER CO 17,892 18,631
    180 PRAXAIR INCORPORATED COMMO 22,127 23,405
    560 CENTURYLINK INC 17,254 17,836
    360 NORTHEAST UTILITIES CORP 14,739 15,260
    420 WISCONSIN ENERGY CORP 17,410 17,363
    4198.104 INVESCO INTERNATIONAL 114,167 143,995
    1342.768 BUFFALO SMALL CAP FD 37,287 50,112
    1964.498 HARBOR INTERNATIONAL 114,845 139,499
    1732.021 HARTFORD MUT FDS INC 41,461 49,241
    1856.960 PERKINS MID CAP VALUE 42,049 43,379
    1883.355 ROYCE SPECIAL EQUITY 40,487 47,122

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    US Government Securities - End of Year Book Value:

    578,598
    US Government Securities - End of Year Fair Market Value:

    561,674
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2013 LegalFeesSchedule
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-ALLOCABLE LEGAL FEES 4,145 4,145    


    TY 2013 OtherExpensesSchedule
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 168 168   0
    OTHER NON-ALLOCABLE EXPENSE - 138 138   0


    TY 2013 OtherIncreasesSchedule
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Description Amount
    ROUNDING ADJUSTMENT & RETURN OF CAPITAL ADJUSTMENT 7


    TY 2013 TaxesSchedule
    Name:
    TRUST UW BENJAMIN COUCH 360107015
    EIN: 02-6004808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - INCOME 297 0   0
    FEDERAL ESTIMATES - PRINCIPAL 297 0   0
    FOREIGN TAXES ON QUALIFIED FOR 231 231   0
    FOREIGN TAXES ON NONQUALIFIED 160 160   0