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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
TRUST UW BENJAMIN COUCH XXX-XX-XXXX
 

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$2,703,720J 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
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 57,280 57,280  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 39,568
b Gross sales price for all assets on line 6a 594,548
7 Capital gain net income (from Part IV, line 2)... 39,568
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........ 96,848 96,848  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,816 25,816    
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)....... Click to see attachment 725 725 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,399 516   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 296 296    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,236 27,353 0 0
25 Contributions, gifts, grants paid........ 128,044 128,044
26 Total expenses and disbursements. Add lines 24 and 25 170,280 27,353 0 128,044
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,432
b Net investment income (if negative, enter -0-) 69,495
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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.......... 27,009 93,036 93,036
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) 578,598 Click to see attachment566,230 559,576
b Investments—corporate stock (attach schedule)........ 1,390,141 Click to see attachment1,260,393 1,529,059
c Investments—corporate bonds (attach schedule)........ 520,165 Click to see attachment522,847 522,049
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) 2,515,913 2,442,506 2,703,720
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......... 2,515,913 2,442,506
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 instructions)...... 2,515,913 2,442,506
31 Total liabilities and net assets/fund balances (see instructions).. 2,515,913 2,442,506
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 2,515,913
2 Enter amount from Part I, line 27a..................... 2 -73,432
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 25
4 Add lines 1, 2, and 3.......................... 4 2,442,506
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 2,442,506
Form 990-PF (2014)
Form 990-PF (2014)
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 40. ABBOTT LABS CO   2013-12-05 2014-01-29
b 20. ABBVIE INC   2013-12-05 2014-01-29
c 20. AETNA U S HEALTHCARE INC   2013-12-05 2014-01-29
d 40. AGILENT TECHNOLOGIES INC COM   2013-12-05 2014-01-29
e 27.797 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2013-06-19 2014-01-29
20. AMERICAN EXPRESS CO   2009-05-19 2014-01-29
30. AMERICAN INTL GROUP INC COM NEW   2013-12-05 2014-01-29
10. AMERIPRISE FINANCIAL INC   2013-12-05 2014-01-29
10. APPLE COMPUTER, INC   2013-12-05 2014-01-29
70. APPLIED MATERIALS   2013-12-05 2014-01-29
10. BLACKROCK INC CL A   2013-12-05 2014-01-29
20. BOEING CO   2013-12-05 2014-01-29
8.57 BUFFALO SMALL CAP FD #1444   2013-06-19 2014-01-29
30. CIT GROUP INC COM NEW   2013-12-05 2014-01-29
20. CME GROUP INC   2013-12-05 2014-01-29
20. CVS CORP   2013-12-05 2014-01-29
20. CAMERON INTERNATIONAL CORP   2013-12-05 2014-01-29
20. CAPITAL ONE FINANCIAL CORP   2011-07-14 2014-01-29
40. CENTURYTEL INC COM   2013-12-05 2014-01-29
20. CITIGROUP INC.   2013-12-05 2014-01-29
20. COLGATE PALMOLIVE CO   2008-11-20 2014-01-29
30. COMCAST CORP SPECIAL CL A   2013-12-05 2014-01-29
20. DANAHER CORP   2011-04-21 2014-01-29
20. DAVITA INC   2013-12-05 2014-01-29
10. DEVON ENERGY CORPORATIOIN NE COM   2013-12-05 2014-01-29
20. E I DUPONT DE NEMOURS INC   2013-12-05 2014-01-29
20. ELECTRONIC ARTS COM   2013-12-05 2014-01-29
20. EXXON MOBIL CORP COM   2008-05-12 2014-01-29
30. FIDELITY NATL INFORMATION SV   2013-12-05 2014-01-29
20. GENERAL MTRS CO COM   2013-12-05 2014-01-29
10. GENUINE PARTS CO   2013-12-05 2014-01-29
41.194 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2013-06-19 2014-01-29
80. INTL GAME TECHNOLOGY   2013-12-05 2014-01-29
20. INTERNATIONAL PAPER CO   2013-08-16 2014-01-29
30. KOHL'S CORP   2013-12-05 2014-01-29
30. MARSH & MCLENNAN CORP   2013-12-05 2014-01-29
10. MCDONALDS CORP   2014-01-10 2014-01-29
70. MICROSOFT CORPORATION   2013-12-05 2014-01-29
20. NATIONAL-OILWELL INC   2013-12-05 2014-01-29
20. NORTHEAST UTILITIES CORP   2013-12-05 2014-01-29
10. NORTHERN TRUST CORP   2014-01-23 2014-01-29
10. OCCIDENTAL PETROLEUM CO   2013-12-05 2014-01-29
50. ORACLE CORPORATION   2013-12-05 2014-01-29
10. PEPSICO INCORPORATED   2013-12-05 2014-01-29
10. PRAXAIR INCORPORATED COMMON   2013-12-05 2014-01-29
10. ROCKWELL COLLINS INC COM   2013-12-05 2014-01-29
10. SMUCKER J M CO NEW   2013-12-05 2014-01-29
60. STAPLES INC   2013-12-05 2014-01-29
30. TJX COMPANIES INC.   2013-12-05 2014-01-29
40. TEXAS INSTRUMENTS   2013-12-05 2014-01-29
10. THERMO ELECTRON CORPORATION   2013-12-05 2014-01-29
20. TIME WARNER INC   2013-12-05 2014-01-29
10. UNITED TECHNOLOGIES   2013-12-05 2014-01-29
20. UNITEDHEALTH GROUP INC COM   2013-12-05 2014-01-29
10. VISA INC. - CL A   2013-12-05 2014-01-29
30. WISCONSIN ENERGY CORP   2013-12-05 2014-01-29
10. DELPHI AUTOMOTIVE PLC   2013-12-05 2014-01-29
20. INGERSOLL-RAND PLC SHS   2013-12-05 2014-01-29
20. SEAGATE TECHNOLOGY PLC SHS   2013-12-05 2014-01-29
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2014-01-29
180. THERMO ELECTRON CORPORATION   2013-12-05 2014-02-04
1524.759 FIDELITY SPARTAN HIGH INCOME   2013-07-29 2014-02-19
130. COMCAST CORP SPECIAL CL A   2013-12-05 2014-02-20
70. DAVITA INC   2013-12-05 2014-02-20
60. DAVITA INC   2013-12-05 2014-02-24
55000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2013-02-21 2014-03-14
270. GENERAL MTRS CO COM   2013-12-05 2014-04-11
230. INTL GAME TECHNOLOGY   2013-12-05 2014-04-23
320. INTL GAME TECHNOLOGY   2013-12-05 2014-04-24
300. INTL GAME TECHNOLOGY   2013-12-05 2014-04-30
240. INTL GAME TECHNOLOGY   2013-12-05 2014-05-06
140. ELECTRONIC ARTS COM   2013-12-05 2014-05-07
200. ELECTRONIC ARTS COM   2013-12-05 2014-05-08
5000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2013-06-19 2014-05-20
20000. U S TREAS. BONDS 4.25% 11/15/2014 DTD 11/15/2004   2013-02-21 2014-05-20
10000. U S TREASURY NOTE 1.875% 09/30/2017 DTD 09/30/10   2013-11-13 2014-05-20
15000. U S TREASURY NOTE 1.875% 09/30/2017 DTD 09/30/10   2012-10-25 2014-05-20
70. NOW INC   2013-12-05 2014-06-09
43. TIME INC   2013-12-05 2014-06-16
220. CAPITAL ONE FINANCIAL CORP   2011-07-14 2014-06-18
730. STAPLES INC   2013-12-05 2014-06-18
10. ABBOTT LABS CO   2013-01-15 2014-06-20
10. ABBOTT LABS CO   2013-12-05 2014-06-20
20. ABBVIE INC   2013-12-05 2014-06-20
20. AETNA U S HEALTHCARE INC   2013-12-05 2014-06-20
20. AGILENT TECHNOLOGIES INC COM   2013-12-05 2014-06-20
222.671 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2013-06-19 2014-06-20
10. AMERICAN EXPRESS CO   2014-02-04 2014-06-20
20. AMERICAN INTL GROUP INC COM NEW   2013-12-05 2014-06-20
10. AMERIPRISE FINANCIAL INC   2013-12-05 2014-06-20
40. APPLIED MATERIALS   2013-12-05 2014-06-20
10. BLACKROCK INC CL A   2013-12-05 2014-06-20
10. BOEING CO   2013-12-05 2014-06-20
10. CME GROUP INC   2013-12-05 2014-06-20
20. CVS CORP   2013-12-05 2014-06-20
10. CAMERON INTERNATIONAL CORP   2013-12-05 2014-06-20
30. CENTURYTEL INC COM   2013-12-05 2014-06-20
20. CITIGROUP INC.   2013-12-05 2014-06-20
10. CITRIX SYS INC COM   2014-01-22 2014-06-20
10. COLGATE PALMOLIVE CO   2008-11-20 2014-06-20
20. DANAHER CORP   2011-04-21 2014-06-20
10. DEVON ENERGY CORPORATIOIN NE COM   2013-12-05 2014-06-20
10. E I DUPONT DE NEMOURS INC   2013-12-05 2014-06-20
10. EXXON MOBIL CORP COM   2008-05-12 2014-06-20
20. FIDELITY NATL INFORMATION SV   2013-12-05 2014-06-20
60.808 HARBOR INTERNATIONAL FUND   2010-11-24 2014-06-20
86.989 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2013-06-19 2014-06-20
10. HOME DEPOT INC   2014-06-18 2014-06-20
20. INTERNATIONAL PAPER CO   2013-08-16 2014-06-20
10. KOHL'S CORP   2013-12-05 2014-06-20
20. MARSH & MCLENNAN CORP   2013-12-05 2014-06-20
40. MICROSOFT CORPORATION   2013-12-05 2014-06-20
10. NATIONAL-OILWELL INC   2013-12-05 2014-06-20
20. NORTHEAST UTILITIES CORP   2013-12-05 2014-06-20
10. NORTHERN TRUST CORP   2014-06-18 2014-06-20
10. OCCIDENTAL PETROLEUM CO   2013-12-05 2014-06-20
10. ORACLE CORPORATION   2013-12-05 2014-06-20
20. ORACLE CORPORATION   2013-05-20 2014-06-20
10. PEPSICO INCORPORATED   2013-12-05 2014-06-20
10. PRAXAIR INCORPORATED COMMON   2013-12-05 2014-06-20
10. ROCKWELL COLLINS INC COM   2013-12-05 2014-06-20
20. TJX COMPANIES INC.   2013-12-05 2014-06-20
20. TEXAS INSTRUMENTS   2013-12-05 2014-06-20
20. TIME WARNER INC   2013-12-05 2014-06-20
10. UNITED TECHNOLOGIES   2014-02-04 2014-06-20
10. UNITEDHEALTH GROUP INC COM   2013-12-05 2014-06-20
10. DELPHI AUTOMOTIVE PLC   2013-12-05 2014-06-20
10. INGERSOLL-RAND PLC SHS   2013-12-05 2014-06-20
10. SEAGATE TECHNOLOGY PLC SHS   2014-02-03 2014-06-20
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2014-06-20
859.273 VANGUARD INFLTN PRTCTD SEC FD #5119   2013-06-19 2014-06-26
1194.543 VANGUARD SHORT-TERM FED-ADM #549   2014-02-19 2014-06-26
50. AETNA U S HEALTHCARE INC   2013-12-05 2014-06-30
.75 TIME INC   2013-12-05 2014-07-02
6. VERITIV CORP   2013-12-05 2014-07-10
.5 VERITIV CORP   2013-12-05 2014-07-21
70. DAVITA INC   2013-12-05 2014-07-24
60. EXXON MOBIL CORP COM   2008-05-12 2014-07-25
70. DAVITA INC   2013-12-05 2014-08-01
70. AETNA U S HEALTHCARE INC   2013-12-05 2014-08-12
25000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-25 2014-08-13
100. DELPHI AUTOMOTIVE PLC   2013-12-05 2014-08-27
70. DELPHI AUTOMOTIVE PLC   2013-12-05 2014-08-28
15000. SBC COMMUNICATIONS 5.10% 09/15/2014 DTD 10/27/2004   2013-06-20 2014-09-15
10000. US TREASURY BOND 2.5% 08/15/2023 DTD 08/15/2013   2014-05-20 2014-09-15
40. AETNA U S HEALTHCARE INC   2013-12-05 2014-10-15
50. TIME WARNER INC   2013-12-05 2014-10-16
130. AETNA U S HEALTHCARE INC   2013-12-05 2014-10-28
20000. FED NATL MTG ASSN .375% 03/16/2015 DTD 02/06/2012   2013-02-26 2014-11-10
15000. PFIZER INC NOTES 5.35% 3/15/2015 DTD 03/24/2009   2013-06-20 2014-11-10
160. KEYSIGHT TECHNOLOGIES INC   2013-08-16 2014-11-24
40. KEYSIGHT TECHNOLOGIES INC   2013-12-05 2014-11-24
25000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2013-02-21 2014-12-10
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 1,428   1,485 -57
b 954   995 -41
c 1,361   1,323 38
d 2,302   2,142 160
e 907   841 66
1,709   497 1,212
1,435   1,454 -19
1,052   1,061 -9
5,003   5,725 -722
1,172   1,172  
2,995   2,948 47
2,583   2,646 -63
304   288 16
1,404   1,502 -98
1,444   1,562 -118
1,346   1,324 22
1,132   1,111 21
1,398   986 412
1,144   1,232 -88
957   1,023 -66
1,230   624 606
1,536   1,407 129
1,501   1,065 436
1,272   1,140 132
589   615 -26
1,211   1,201 10
519   415 104
1,904   1,784 120
1,528   1,509 19
730   780 -50
812   806 6
1,162   1,067 95
1,168   1,412 -244
936   959 -23
1,503   1,655 -152
1,369   1,416 -47
931   961 -30
2,563   2,635 -72
1,462   1,633 -171
855   819 36
607   619 -12
878   942 -64
1,843   1,751 92
802   824 -22
1,274   1,229 45
753   723 30
969   1,026 -57
799   929 -130
1,716   1,876 -160
1,693   1,705 -12
1,112   1,005 107
1,246   1,315 -69
1,131   1,092 39
1,425   1,461 -36
2,172   2,025 147
1,247   1,244 3
597   577 20
1,171   1,117 54
1,070   1,004 66
658   566 92
20,326   18,092 2,234
14,394   14,196 198
6,508   6,099 409
4,589   3,991 598
4,085   3,421 664
56,506   59,617 -3,111
8,751   10,532 -1,781
2,912   4,060 -1,148
4,029   5,649 -1,620
3,704   5,296 -1,592
3,024   4,237 -1,213
4,628   2,904 1,724
6,781   4,149 2,632
5,101   5,281 -180
20,404   21,375 -971
10,311   10,343 -32
15,466   15,771 -305
2,252   2,311 -59
992   896 96
17,778   10,680 7,098
8,127   11,297 -3,170
409   333 76
409   371 38
1,069   995 74
1,636   1,323 313
1,175   1,071 104
8,087   6,068 2,019
956   841 115
1,112   969 143
1,190   1,061 129
905   670 235
3,178   2,948 230
1,325   1,323 2
715   781 -66
1,539   1,324 215
675   556 119
1,101   924 177
942   1,023 -81
650   611 39
685   312 373
1,609   1,065 544
788   615 173
684   601 83
1,039   892 147
1,093   1,006 87
4,553   3,555 998
2,740   2,253 487
800   800  
980   959 21
525   552 -27
1,042   944 98
1,671   1,506 165
794   734 60
929   819 110
643   642 1
1,037   942 95
408   350 58
817   699 118
892   824 68
1,320   1,229 91
803   723 80
1,100   1,251 -151
957   853 104
1,370   1,263 107
1,179   1,094 85
812   731 81
675   577 98
639   558 81
561   509 52
675   566 109
22,951   23,675 -724
12,841   12,829 12
4,066   3,307 759
17   16 1
218   203 15
19   17 2
5,039   3,991 1,048
6,184   5,353 831
4,974   3,991 983
5,279   4,629 650
25,317   26,090 -773
6,956   5,769 1,187
4,849   4,038 811
15,000   16,149 -1,149
10,006   10,058 -52
2,911   2,645 266
3,750   3,157 593
9,999   8,597 1,402
19,923   19,899 24
15,249   16,593 -1,344
5,253   4,146 1,107
1,313   1,183 130
26,037   28,201 -2,164
      25,469
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       -57
b       -41
c       38
d       160
e       66
      1,212
      -19
      -9
      -722
       
      47
      -63
      16
      -98
      -118
      22
      21
      412
      -88
      -66
      606
      129
      436
      132
      -26
      10
      104
      120
      19
      -50
      6
      95
      -244
      -23
      -152
      -47
      -30
      -72
      -171
      36
      -12
      -64
      92
      -22
      45
      30
      -57
      -130
      -160
      -12
      107
      -69
      39
      -36
      147
      3
      20
      54
      66
      92
      2,234
      198
      409
      598
      664
      -3,111
      -1,781
      -1,148
      -1,620
      -1,592
      -1,213
      1,724
      2,632
      -180
      -971
      -32
      -305
      -59
      96
      7,098
      -3,170
      76
      38
      74
      313
      104
      2,019
      115
      143
      129
      235
      230
      2
      -66
      215
      119
      177
      -81
      39
      373
      544
      173
      83
      147
      87
      998
      487
       
      21
      -27
      98
      165
      60
      110
      1
      95
      58
      118
      68
      91
      80
      -151
      104
      107
      85
      81
      98
      81
      52
      109
      -724
      12
      759
      1
      15
      2
      1,048
      831
      983
      650
      -773
      1,187
      811
      -1,149
      -52
      266
      593
      1,402
      24
      -1,344
      1,107
      130
      -2,164
       
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 39,568
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 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))
2013 124,507 2,563,828 0.048563
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
2 Total of line 1, column (d) ...................... 2 0.266981
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 0.053396
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,646,430
5 Multiply line 4 by line 3....................... 5 141,309
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 695
7 Add lines 5 and 6......................... 7 142,004
8 Enter qualifying distributions from Part XII, line 4.............. 8 128,044
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 (2014)
Form 990-PF (2014)
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 1,390
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 1,390
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 1,390
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 7,840
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 7,840
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,450
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,392 RefundedBullet 11 5,058
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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 instructions)? ........
    1b
     
    No
    .........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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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 (2014)
    Form 990-PF (2014)
    Page 7
    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     		25,816    
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    2,615,130
    b
    Average of monthly cash balances.......................
    1b
    71,601
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,686,731
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,686,731
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    40,301
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,646,430
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    132,322
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    132,322
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,390
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,390
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    130,932
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    130,932
    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
    130,932
    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
    128,044
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    128,044
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    128,044
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 130,932
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:2012, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 1,353
    d From 2012....... 2,103
    e From 2013....... 4,155
    fTotal of lines 3a through e......... 7,611
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 128,044
    a Applied to 2013, 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 2014 distributable amount..... 128,044
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 2,888 2,888
    (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 4,723
    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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,723
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 568
    d Excess from 2013.... 4,155
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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) SUPPORT VARIOUS ACTIVITIES 34,507
    NEW HAMPSHIRE HISTORICAL
    SOCIETY
    30 PARK STREET
    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 2,000
    RIVERBEND COMMUNITY MENTAL HEALTH
    PETER EVERS LICSW
    3 NORTH STATE STREET
    CONCORD,NH033022032     		NONE 501(C)(3) HELP FUND AESEP 5,000
    NH AUDUBON
    84 SILK FARM ROAD
    CONCORD,NH03301     		NONE 501(C)(3) SUPPORT PHENOLOGY 3,500
    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 64,014
    NORTHERN FOREST CENTER
    DOREEN OLIVEIRA
    PO BOX 210
    CONCORD,NH033020210     		NONE 501(C)(3) FINANCIAL SYSTEMS & PROVIDE 2,523
    CONCORD CHORALE INC
    PO BOX 160
    CONCORD,NH033020160     		NONE 501(C)(3) SUPPORT 2013-2014 SEASON 2,000
    CONCORD 250
    ATTN JESSICA FOGG PROJECT COORD
    ONE CAPITAL PLAZA
    CONCORD,NH03301     		NONE 501(C)(3) SUPPORT COMMUNITY ART 2,500
    RISE AGAIN OUTREACH
    ATTN ROBERT PEASE
    34 STANIELS ROAD
    LOUDON,NH03307     		NONE 501(C)(3) HELP SECURE WAREHOUSE SPACE 5,000
    MERRIMACK COUNTY ADVOCACY CENTER
    BETHANY COTTRELL
    4 COURT STREET
    CONCORD,NH03301     		NONE 501(C)(3) SUPPORT ACTIVITIES 2,000
    Total .................................bullet 3a 128,044
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 57,280  
    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 39,568  
    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)..   96,848  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1396,848
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 725 725    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    Name of Bond End of Year Book Value End of Year Fair Market Value
    15000 AT&T INC 4.45% 15,545 16,116
    20000 ANHEUSER-BUSCH 1.375% 20,178 19,982
    20000 BK OF NOVA SCOTIA 1.1% 20,018 20,014
    25000 BERKSHIRE HATHAWAY 5% 28,270 27,973
    20000 CATERPILLAR FINL SE 2.05 20,553 20,384
    15000 CISCO SYSTEMS INC 4.95% 16,515 16,764
    25000 COCA COLA CO 1.500% 23,891 25,245
    10000 COMCAST CORP 2.85% 9,977 9,933
    25000 GEN ELEC CAP CORP 27,363 27,751
    10000 GEN ELEC CAP CORP 1.625% 10,118 10,063
    25000 JPMORGAN CHASE & CO 6% 27,184 27,971
    30000 ONTARIO PROVINCE OF 1.65 29,723 29,655
    20000 PROVINCE OF QUEBEC 2.75% 20,271 20,406
    15000 TOYOTA MOTOR CREDIT 2.00 15,373 15,272
    10000 US BANCORP 1.95% 10,012 10,030
    25000 WACHOVIA CORP 5.75% 28,323 27,995
    20000 WAL-MART STORES INC 1.50 20,410 20,185
    4231.350 FIDELITY HIGH INCOME 39,394 37,659
    2970.040 TDAM 5 TO 10 YEAR COR 30,965 30,532
    1764.983 TDAM 1 TO 5 CORP BD 17,872 17,720
    1846.453 VANGUARD INFLTN PTRCT 48,291 47,768
    3961.961 VANGUARD SHORT-TERM F 42,601 42,631

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 COMCAST CORP SPECIAL CL A 9,383 11,513
    130 GENUINE PARTS CO 10,480 13,854
    200 HOME DEPOT INC 15,992 20,994
    300 KOHLS CORP 16,546 18,312
    90 LAS VEGAS SANDS CORP COM 5,557 5,234
    190 MCDONALDS CORP 18,287 17,803
    340 TJX COMPANIES INC 17,894 23,317
    280 TIME WARNER INC 17,678 23,918
    300 CVS HEALTH CORPORATION 19,857 28,893
    170 COLGATE PALMOLIVE CO 5,303 11,762
    200 PEPSICO INCORPORATED 16,479 18,912
    100 SMUCKER J M CO NEW 10,257 10,098
    88 CALIFORNIA RESOURCES CORPOR 731 485
    200 CAMERON INTERNATIONAL CORP 11,115 9,990
    210 DEVON ENERGY CORPORATION N 12,907 12,854
    180 EXXON MOBIL CORP 12,242 16,641
    270 NATIONAL-OILWELL INC 19,822 17,693
    220 OCCIDENTAL PETROLEUM CO 20,230 17,734
    180 AMERICAN EXPRESS CO 8,080 16,747
    400 AMERICAN INTL GROUP INC 19,708 22,404
    140 AMERIPRISE FINANCIAL INC 14,852 18,515
    90 BLACKROCK INC CL A 26,536 32,180
    430 CIT GROUP INC COM NEW 21,164 20,567
    300 CME GROUP INC 22,706 26,595
    400 CITIGROUP INC 20,545 21,644
    340 FIDELITY NATL INFORMATION 17,098 21,148
    400 MARSH & MCLENNAN CORP 18,873 22,896
    300 METLIFE INC 15,844 16,227
    490 MORGAN STANLEY 15,396 19,012
    250 NORTHERN TRUST CORP 15,269 16,850
    100 VISA INC - CL A 20,252 26,220
    440 ABBOTT LABS CO 11,708 19,809
    320 ABBVIE INC 15,921 20,941
    400 AGILENT TECHNOLOGIES INC 13,972 16,376
    160 AMERISOURCEBERGEN CORP 10,970 14,426
    270 UNITEDHEALTH GROUP INC 19,728 27,294
    250 INGERSOLL-RAND PLC 13,959 15,848
    250 BOEING CO 26,419 32,495
    310 DANAHER CORP SHS BEN INT 16,339 26,570
    230 ROCKWELL COLLINS INC 17,251 19,430
    150 UNITED TECHNOLOGIES 16,313 17,250
    280 SEAGATE TECHNOLOGY PLC 14,080 18,620
    230 CHECK POINT SOFTWARE TECH 13,376 18,071
    430 APPLE COMPUTER INC 24,698 47,463
    850 APPLIED MATERIALS 14,229 21,182
    260 CITRIX SYS INC 15,010 16,588
    880 MICROSOFT CORPORATION 26,035 40,876
    650 ORACLE CORPORATION 19,730 29,231
    470 TEXAS INSTRUMENTS 20,035 25,129
    260 E I DUPONT DE NEMOURS INC 15,616 19,224
    40 ECOLAB INC 1,909 4,181
    340 INTERNATIONAL PAPER CO 15,756 18,217
    160 PRAXAIR INCORPORATED COMMO 19,669 20,730
    490 CENTURYLINK INC COM 15,097 19,394
    320 NORTHEAST UTILTITIES CORP 13,101 17,126
    390 WISCONSIN ENERGY CORP 16,166 20,569
    3947.636 INVESCO INTERNATIONAL 107,257 129,048
    1334.198 BUFFALO SMALL CAP FD 36,999 42,174
    1903.690 HARBOR INTERNATIONAL 111,290 123,321
    1603.838 HARTFORD MUT FDS INC 38,141 46,271
    1856.960 PERKINS MID CAP VALUE 42,049 37,139
    1883.355 ROYCE SPECIAL EQUITY 40,487 43,054

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    US Government Securities - End of Year Book Value:

    566,230
    US Government Securities - End of Year Fair Market Value:

    559,576
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 OtherExpensesSchedule
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE/PROBATE FEES 148 148   0
    OTHER NON-ALLOCABLE EXPENSE - 148 148   0


    TY 2014 OtherIncreasesSchedule
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    Description Amount
       


    TY 2014 TaxesSchedule
    Name:
    TRUST UW BENJAMIN COUCH XXX-XX-XXXX
    EIN: 02-6004808
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 155 155   0
    FEDERAL TAX PAYMENT - PRIOR YE 7,043 0   0
    FEDERAL ESTIMATES - INCOME 3,920 0   0
    FEDERAL ESTIMATES - PRINCIPAL 3,920 0   0
    FOREIGN TAXES ON QUALIFIED FOR 221 221   0
    FOREIGN TAXES ON NONQUALIFIED 140 140   0