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
ARTHUR H BRITTON TESTAMENTARY TRUST 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

02-6004800
B Telephone number (see instructions)

(603) 229-5810
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$2,325,853J 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...... 45,237 45,237  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 108,765
b Gross sales price for all assets on line 6a 893,535
7 Capital gain net income (from Part IV, line 2)... 108,765
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 154,002 154,002  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,125 27,125    
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 6,023 501   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.......... 34,169 28,647 0 0
25 Contributions, gifts, grants paid........ 117,014 117,014
26 Total expenses and disbursements. Add lines 24 and 25 151,183 28,647 0 117,014
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,819
b Net investment income (if negative, enter -0-) 125,355
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.......... 98,818 126,709 126,709
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) 455,739 Click to see attachment568,494 566,518
b Investments—corporate stock (attach schedule)........ 1,179,315 Click to see attachment971,797 1,152,737
c Investments—corporate bonds (attach schedule)........ 413,046 Click to see attachment482,728 479,889
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) 2,146,918 2,149,728 2,325,853
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......... 2,146,918 2,149,728
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)...... 2,146,918 2,149,728
31 Total liabilities and net assets/fund balances (see instructions).. 2,146,918 2,149,728
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 2,146,918
2 Enter amount from Part I, line 27a..................... 2 2,819
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 2,149,737
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 9
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 2,149,728
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 70. DAVITA INC   2013-11-26 2014-08-01
b 70. AETNA U S HEALTHCARE INC   2013-11-26 2014-08-12
c 20000. ONTARIO PROVINCE 2.950% 02/05/2015 DTD 02/05/10   2011-04-25 2014-08-13
d 80. DELPHI AUTOMOTIVE PLC   2013-11-26 2014-08-27
e 70. DELPHI AUTOMOTIVE PLC   2013-11-26 2014-08-28
10000. SBC COMMUNICATIONS 5.10% 09/15/2014 DTD 10/27/2004   2010-03-15 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   2013-11-26 2014-10-15
40. TIME WARNER INC   2013-11-26 2014-10-16
120. AETNA U S HEALTHCARE INC   2013-11-26 2014-10-28
15000. FED NATL MTG ASSN .375% 03/16/2015 DTD 02/06/2012   2012-04-04 2014-11-10
10000. PFIZER INC NOTES 5.35% 3/15/2015 DTD 03/24/2009   2012-08-24 2014-11-10
45. KEYSIGHT TECHNOLOGIES INC   2013-11-26 2014-11-24
140. KEYSIGHT TECHNOLOGIES INC   2013-08-16 2014-11-24
20000. FED HOME LN MTG 4.75% 11/17/2015 DTD 10/21/2005   2013-06-21 2014-12-10
16. CALIFORNIA RESOURCES CORPORATION   2014-07-25 2015-01-13
64. CALIFORNIA RESOURCES CORPORATION   2013-11-26 2015-01-13
1184.014 BUFFALO SMALL CAP FD #1444   2013-06-21 2015-01-27
1543.019 HARTFORD MUT FDS INC MIDCAP FD CL Y FD# 229   2013-06-21 2015-01-27
1650.991 PERKINS MID CAP VALUE FUND INSTITUTIONAL CLASS   2013-06-21 2015-01-27
1656.612 ROYCE SPECIAL EQUITY FD #327   2013-06-21 2015-01-27
1631.127 VANGUARD INFLTN PRTCTD SEC FD #5119   2013-06-21 2015-01-27
40. AMERISOURCEBERGEN CORP   2014-06-13 2015-01-29
90. SMUCKER J M CO NEW   2013-11-26 2015-02-06
90. KOHL'S CORP   2013-11-26 2015-02-12
80. CVS CORP   2013-11-26 2015-02-19
10. APPLE COMPUTER, INC   2014-09-10 2015-02-20
30. APPLE COMPUTER, INC   2013-06-27 2015-02-20
10000. AT&T INC 4.45% 05/15/2021 DTD 04/29/11   2011-05-13 2015-02-26
5000. GEN ELEC CAP CORP 1.625% 07/02/2015 DTD 07/02/2012   2012-09-10 2015-02-26
15000. WAL-MART STORES INC 1.50% 10/25/2015 DTD 10/25/10   2013-06-24 2015-02-26
120. NATIONAL-OILWELL INC   2013-11-26 2015-03-17
120. NATIONAL-OILWELL INC   2013-11-26 2015-03-18
20000. COCA COLA CO 1.500% 11/15/2015 DTD 11/15/10   2013-06-21 2015-04-02
130. CME GROUP INC   2013-11-26 2015-04-06
170. EXXON MOBIL CORP COM   2010-11-19 2015-04-08
120. ABBOTT LABS CO   2013-01-15 2015-04-09
70. ABBVIE INC   2013-11-26 2015-04-09
110. AGILENT TECHNOLOGIES INC COM   2013-11-26 2015-04-09
50. AMERICAN EXPRESS CO   2015-01-20 2015-04-09
60. AMERICAN INTL GROUP INC COM NEW   2014-10-29 2015-04-09
30. AMERICAN INTL GROUP INC COM NEW   2013-11-26 2015-04-09
30. AMERISOURCEBERGEN CORP   2014-05-19 2015-04-09
20. AMERIPRISE FINANCIAL INC   2013-11-26 2015-04-09
20. AMERIPRISE FINANCIAL INC   2015-02-04 2015-04-09
60. ANADARKO PETROLEUM   2015-04-08 2015-04-09
80. APPLE COMPUTER, INC   2013-06-27 2015-04-09
230. APPLIED MATERIALS   2013-11-26 2015-04-09
30. BLACKROCK INC CL A   2013-11-26 2015-04-09
60. BOEING CO   2013-11-26 2015-04-09
70. CIT GROUP INC COM NEW   2013-11-26 2015-04-09
40. CME GROUP INC   2013-11-26 2015-04-09
50. CVS CORP   2013-11-26 2015-04-09
60. CAMERON INTERNATIONAL CORP   2013-11-26 2015-04-09
130. CENTURYTEL INC COM   2013-11-26 2015-04-09
90. CITIGROUP INC.   2013-11-26 2015-04-09
70. CITIZENS FINANCIAL GROUP INC   2015-03-30 2015-04-09
40. CITRIX SYS INC COM   2014-04-24 2015-04-09
40. CITRIX SYS INC COM   2014-01-22 2015-04-09
50. COLGATE PALMOLIVE CO   2008-11-20 2015-04-09
70. COMCAST CORP SPECIAL CL A   2013-11-26 2015-04-09
80. DANAHER CORP   2012-02-06 2015-04-09
10. DEVON ENERGY CORPORATIOIN NE COM   2014-08-26 2015-04-09
50. DEVON ENERGY CORPORATIOIN NE COM   2013-11-26 2015-04-09
70. E I DUPONT DE NEMOURS INC   2013-11-26 2015-04-09
10. ECOLAB INC COM   2010-05-14 2015-04-09
90. EVERSOURCE ENERGY   2013-11-26 2015-04-09
90. FIDELITY NATL INFORMATION SV   2013-11-26 2015-04-09
30. GENUINE PARTS CO   2013-11-26 2015-04-09
40. HOME DEPOT INC   2014-06-18 2015-04-09
90. INTERNATIONAL PAPER CO   2013-08-16 2015-04-09
40. KOHL'S CORP   2013-11-26 2015-04-09
20. LAS VEGAS SANDS CORP COM   2014-10-30 2015-04-09
110. MARSH & MCLENNAN CORP   2013-11-26 2015-04-09
30. MCDONALDS CORP   2013-11-26 2015-04-09
20. MCDONALDS CORP   2014-05-29 2015-04-09
70. METLIFE INC   2014-06-17 2015-04-09
240. MICROSOFT CORPORATION   2013-11-26 2015-04-09
140. MORGAN STANLEY GROUP INC. DEAN   2014-03-13 2015-04-09
70. NORTHERN TRUST CORP   2014-01-23 2015-04-09
40. OCCIDENTAL PETROLEUM CO   2014-07-25 2015-04-09
20. OCCIDENTAL PETROLEUM CO   2013-11-26 2015-04-09
170. ORACLE CORPORATION   2012-09-13 2015-04-09
50. PEPSICO INCORPORATED   2013-11-26 2015-04-09
40. PRAXAIR INCORPORATED COMMON   2013-11-26 2015-04-09
50. ROCKWELL COLLINS INC COM   2014-10-28 2015-04-09
80. SYNCHRONY FINANCIAL   2015-02-12 2015-04-09
90. TJX COMPANIES INC.   2013-11-26 2015-04-09
130. TEXAS INSTRUMENTS   2013-11-26 2015-04-09
70. TIME WARNER INC   2013-11-26 2015-04-09
40. UNITED TECHNOLOGIES   2013-11-26 2015-04-09
80. UNITEDHEALTH GROUP INC COM   2013-11-26 2015-04-09
40. VISA INC. - CL A   2015-02-04 2015-04-09
60. VISA INC. - CL A   2013-11-26 2015-04-09
100. WISCONSIN ENERGY CORP   2013-11-26 2015-04-09
70. INGERSOLL-RAND PLC SHS   2013-11-26 2015-04-09
10. SEAGATE TECHNOLOGY PLC SHS   2015-01-27 2015-04-09
60. SEAGATE TECHNOLOGY PLC SHS   2014-02-03 2015-04-09
50. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2014-08-28 2015-04-09
30. NIELSEN N V   2015-04-06 2015-04-09
345.549 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-19 2015-04-13
85.084 HARBOR INTERNATIONAL FUND   2010-11-19 2015-04-13
70. AMERISOURCEBERGEN CORP   2014-05-12 2015-04-20
10. BLACKROCK INC CL A   2013-11-26 2015-05-22
90. CENTURYTEL INC COM   2013-11-26 2015-05-22
120. COMCAST CORP SPECIAL CL A   2013-11-26 2015-05-22
90. MARSH & MCLENNAN CORP   2013-11-26 2015-05-22
40. MICROSOFT CORPORATION   2006-10-09 2015-05-27
10. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2014-08-28 2015-05-27
40. CHECK POINT SOFTWARE TECHNOLOGIES LTD   2011-07-14 2015-05-27
40. MARSH & MCLENNAN CORP   2013-11-26 2015-06-04
20. ORACLE CORPORATION   2010-12-16 2015-06-04
20000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006   2012-03-16 2015-06-19
34. CHEMOURS COMPANY   2013-11-26 2015-07-09
30. LAS VEGAS SANDS CORP COM   2014-10-30 2015-07-15
10. AGILENT TECHNOLOGIES INC COM   2013-08-16 2015-07-23
11.88 INVESCO INTERNATIONAL GROWTH FUND INSTITUTIONAL CLASS   2010-11-19 2015-07-23
10. AMERICAN EXPRESS CO   2014-02-04 2015-07-23
10. ANADARKO PETROLEUM   2015-04-08 2015-07-23
10. APPLE COMPUTER, INC   2013-06-27 2015-07-23
20. APPLIED MATERIALS   2013-11-26 2015-07-23
10. BOEING CO   2013-05-20 2015-07-23
10. CIT GROUP INC COM NEW   2013-11-26 2015-07-23
10. CENTURYTEL INC COM   2013-11-26 2015-07-23
5000. CISCO SYSTEMS INC 4.950% DUE 02/15/19   2015-04-09 2015-07-23
10. CITRIX SYS INC COM   2014-04-24 2015-07-23
10. E I DUPONT DE NEMOURS INC   2013-11-26 2015-07-23
10. EVERSOURCE ENERGY   2013-11-26 2015-07-23
5000. F.H.L.M.C. NOTES 3.75% 03/27/2019 DTD 03/27/2009   2011-08-31 2015-07-23
5000. FNMA 5.375% 06/12/2017 DTD 06/08/07   2011-08-24 2015-07-23
46.963 FIDELITY SPARTAN HIGH INCOME   2013-07-29 2015-07-23
44.836 HARBOR INTERNATIONAL FUND   2010-11-19 2015-07-23
10. INTERNATIONAL PAPER CO   2013-08-16 2015-07-23
10. KOHL'S CORP   2013-11-26 2015-07-23
60. LAS VEGAS SANDS CORP COM   2015-04-30 2015-07-23
10. METLIFE INC   2014-06-17 2015-07-23
10. OCCIDENTAL PETROLEUM CO   2013-11-26 2015-07-23
10. ORACLE CORPORATION   2010-12-16 2015-07-23
10. PEPSICO INCORPORATED   2013-11-26 2015-07-23
10. PRAXAIR INCORPORATED COMMON   2013-11-26 2015-07-23
10. ROCKWELL COLLINS INC COM   2014-08-26 2015-07-23
10. SYNCHRONY FINANCIAL   2015-01-29 2015-07-23
39.312 TDAM 1 TO 5 CORP BD PORTFOLIO   2014-08-15 2015-07-23
176.29 EPOCH US SMALL MID CAP EQUITY FD #37   2015-04-13 2015-07-23
10. TJX COMPANIES INC.   2013-11-26 2015-07-23
10. TEXAS INSTRUMENTS   2013-11-26 2015-07-23
5000. U S TREASURY NOTE 4.875% 08/15/2016 DTD 08/15/2006   2012-03-16 2015-07-23
5000. U S TREASURY BOND 2.625% 08/15/2020 DTD 08/15/10   2015-01-27 2015-07-23
264.443 VANGUARD SHORT-TERM FED-ADM #549   2015-04-13 2015-07-23
10. VISA INC. - CL A   2013-11-26 2015-07-23
10. VOYA FINANCIAL INC   2015-06-08 2015-07-23
100. AMERICAN EXPRESS CO   2014-02-04 2015-07-27
50. AMERICAN EXPRESS CO   2009-05-19 2015-07-29
30. CITRIX SYS INC COM   2014-04-24 2015-07-30
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 4,974   4,247 727
b 5,279   4,827 452
c 20,253   20,872 -619
d 5,565   4,628 937
e 4,849   4,049 800
10,000   10,875 -875
10,006   10,058 -52
2,911   2,758 153
3,000   2,511 489
9,230   8,275 955
14,918   14,892 26
10,166   11,207 -1,041
1,477   1,334 143
4,596   3,628 968
20,829   22,370 -1,541
66   140 -74
262   545 -283
37,048   30,708 6,340
44,532   36,110 8,422
32,805   36,928 -4,123
36,942   34,394 2,548
43,045   42,655 390
3,812   2,845 967
10,185   9,478 707
6,196   5,032 1,164
8,208   5,328 2,880
1,292   1,004 288
3,875   1,692 2,183
10,808   10,153 655
5,021   5,053 -32
15,116   15,224 -108
5,732   8,829 -3,097
5,702   8,829 -3,127
20,132   19,534 598
12,037   10,625 1,412
14,314   11,908 2,406
5,647   3,993 1,654
4,212   3,428 784
4,674   4,178 496
3,957   4,342 -385
3,378   3,150 228
1,689   1,483 206
3,406   2,052 1,354
2,498   2,178 320
2,498   2,648 -150
5,355   5,169 186
10,091   4,513 5,578
5,146   4,034 1,112
11,140   9,159 1,981
9,186   7,357 1,829
3,186   3,480 -294
3,634   3,269 365
5,101   3,330 1,771
2,896   3,319 -423
4,660   3,999 661
4,684   4,780 -96
1,749   1,704 45
2,580   2,428 152
2,580   2,443 137
3,496   1,560 1,936
4,137   3,352 785
6,839   4,256 2,583
650   748 -98
3,248   3,103 145
5,037   4,307 730
1,157   477 680
4,495   3,716 779
6,132   4,589 1,543
2,789   2,451 338
4,589   3,198 1,391
4,911   4,255 656
3,100   2,237 863
1,190   1,235 -45
6,256   5,241 1,015
2,894   2,954 -60
1,929   2,020 -91
3,605   3,918 -313
9,955   8,525 1,430
5,130   4,399 731
4,972   4,336 636
3,116   3,868 -752
1,558   1,887 -329
7,348   5,351 1,997
4,819   4,260 559
4,897   5,043 -146
4,861   4,095 766
2,404   2,714 -310
6,178   5,694 484
7,494   5,557 1,937
5,994   4,394 1,600
4,716   4,443 273
9,492   5,991 3,501
2,653   2,648 5
3,979   3,041 938
4,896   4,155 741
4,753   3,922 831
546   573 -27
3,273   3,006 267
4,249   3,505 744
1,373   1,379 -6
12,073   9,565 2,508
5,990   5,105 885
7,926   4,663 3,263
3,686   3,053 633
3,052   2,769 283
6,924   5,746 1,178
5,314   4,288 1,026
1,894   1,110 784
829   698 131
3,317   2,264 1,053
2,315   1,906 409
873   611 262
21,030   22,511 -1,481
424   509 -85
1,627   1,852 -225
401   340 61
404   329 75
767   841 -74
718   861 -143
1,265   564 701
354   351 3
1,475   990 485
481   497 -16
290   308 -18
5,509   5,587 -78
698   607 91
587   585 2
470   413 57
5,420   5,493 -73
5,429   5,756 -327
412   437 -25
3,164   2,690 474
488   473 15
626   559 67
3,307   3,437 -130
569   560 9
691   943 -252
393   306 87
969   852 117
1,149   1,261 -112
884   771 113
359   313 46
395   399 -4
2,082   2,108 -26
685   633 52
508   427 81
5,236   5,626 -390
5,226   5,284 -58
2,848   2,856 -8
719   507 212
471   468 3
7,484   4,261 3,223
3,788   1,241 2,547
2,270   1,802 468
      23,030
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       727
b       452
c       -619
d       937
e       800
      -875
      -52
      153
      489
      955
      26
      -1,041
      143
      968
      -1,541
      -74
      -283
      6,340
      8,422
      -4,123
      2,548
      390
      967
      707
      1,164
      2,880
      288
      2,183
      655
      -32
      -108
      -3,097
      -3,127
      598
      1,412
      2,406
      1,654
      784
      496
      -385
      228
      206
      1,354
      320
      -150
      186
      5,578
      1,112
      1,981
      1,829
      -294
      365
      1,771
      -423
      661
      -96
      45
      152
      137
      1,936
      785
      2,583
      -98
      145
      730
      680
      779
      1,543
      338
      1,391
      656
      863
      -45
      1,015
      -60
      -91
      -313
      1,430
      731
      636
      -752
      -329
      1,997
      559
      -146
      766
      -310
      484
      1,937
      1,600
      273
      3,501
      5
      938
      741
      831
      -27
      267
      744
      -6
      2,508
      885
      3,263
      633
      283
      1,178
      1,026
      784
      131
      1,053
      409
      262
      -1,481
      -85
      -225
      61
      75
      -74
      -143
      701
      3
      485
      -16
      -18
      -78
      91
      2
      57
      -73
      -327
      -25
      474
      15
      67
      -130
      9
      -252
      87
      117
      -112
      113
      46
      -4
      -26
      52
      81
      -390
      -58
      -8
      212
      3
      3,223
      2,547
      468
       
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 2 108,765
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see 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 110,974 2,297,184 0.048309
2012 108,135 2,176,112 0.049692
2011 91,344 2,089,857 0.043708
2010 96,928 2,132,527 0.045452
2009 100,455 2,031,914 0.049439
2 Total of line 1, column (d) ...................... 2 0.2366
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 0.04732
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 2,336,077
5 Multiply line 4 by line 3....................... 5 110,543
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,254
7 Add lines 5 and 6......................... 7 111,797
8 Enter qualifying distributions from Part XII, line 4.............. 8 117,014
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 1,254
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 1,254
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 1,254
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,188
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 3,188
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 1,934
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet1,256 RefundedBullet 11 678
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) 229-5810
    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     		27,125    
    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 NONE  
    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
    2,268,006
    b
    Average of monthly cash balances.......................
    1b
    103,646
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,371,652
    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
    2,371,652
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    35,575
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,336,077
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    116,804
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    116,804
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    1,254
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,254
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    115,550
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    115,550
    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
    115,550
    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
    117,014
    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
    117,014
    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
    1,254
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    115,760
    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 7 115,550
    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....... 689
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 1,027
    e From 2013....... 2,487
    fTotal of lines 3a through e......... 4,203
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 117,014
    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..... 115,550
    e Remaining amount distributed out of corpus 1,464
    5 Excess distributions carryover applied to 2014. 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 5,667
    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) ...     		689
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		4,978
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 1,027
    d Excess from 2013.... 2,487
    e Excess from 2014.... 1,464
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    PRESIDENTIAL OAKS
    ATTN DIRECTOR OF FINANCE
    CONCORD,NH03301     		NONE 501(C)(3) DAILY OPERATIONS 14,627
    SPAULDING YOUTH CENTER
    72 SPAULDING ROAD
    NORTHFIELD,NH03276     		NONE 501(C)(3) DAILY OPERATIONS 14,627
    THE CENTENNIAL SENIOR CENTER
    VIVIEN GREEN EXECUTIVE DIRECTOR
    254 NORTH STATE STREET
    CONCORD,NH033024149     		NONE 501(C)(3) DAILY OPERATIONS 14,627
    UNITARIAN-UNIVERSALIST ASSOC
    ATTN RICHARD CROWELL
    24 FARNSWORTH STREET
    BOSTON,MA022101409     		NONE CHURCH DAILY OPERATIONS 29,253
    CONCORD HOSPITAL
    RICHARD FORD
    C/O ACCOUNTING DEPT
    CONCORD,NH03301     		NONE 501(C)(3) DAILY OPERATIONS 29,253
    NORTHERN NEW ENGLAND DISTRICT
    OF THE UUA
    PETER LIPPITT DISTRICT BOOKKEEPER
    CONCORD,NH03301     		NONE 501(C)(3) DAILY OPERATIONS 14,627
    Total .................................bullet 3a 117,014
    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 45,237  
    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 .............     		    18 108,765  
    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)..   154,002  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13154,002
    (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:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 725 725    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    Name of Bond End of Year Book Value End of Year Fair Market Value
    20000 ANHEUSER-BUSCH 1.375% 20,058 20,095
    20000 BK OF NOVA SCOTIA 20,031 20,029
    25000 BERKSHIRE HATHAWAY 5.40% 27,447 27,676
    20000 CATERPILLAR FINL SE 2.05 20,409 20,265
    10000 CISCO SYSTEMS INC 4.950% 10,802 11,048
    15000 COMCAST CORP 2.85% 15,082 14,690
    25000 GEN ELEC CAP CORP 5.625% 27,008 27,226
    10000 GENERAL ELEC CAP 3.45% 10,558 10,254
    25000 JPMORGAN CHASE & CO 6% 27,055 27,457
    30000 ONTARIO PROVINCE OF 1.65 29,771 29,877
    20000 PROVINCE OF QUEBEC 2.75% 20,321 20,589
    15000 TOYOTA MOTOR CREDIT 2.00 15,368 15,201
    10000 US BANCORP 1.95% 10,011 10,094
    25000 WACHOVIA CORP 5.75% 27,880 27,504
    20000 WALMART STORES INC 3.25% 21,422 21,061
    3948.877 FIDELITY HIGH INCOME 36,590 34,711
    4072.533 TDAM 5 TO 10 YEAR COR 42,314 41,581
    1709.749 TDAM 1 TO 5 CORP BD 17,315 17,234
    7726.991 VANGUARD SHORT-TERM F 83,286 83,297

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    Name of Stock End of Year Book Value End of Year Fair Market Value
    80 GENUINE PARTS CO 6,537 7,116
    140 HOME DEPOT INC 11,194 16,384
    130 KOHLS CORP 7,269 7,972
    120 MCDONALDS CORP 11,744 11,983
    70 PVH CORP COM 7,642 8,123
    210 TJX COMPANIES INC 10,258 14,662
    190 TIME WARNER INC 11,927 16,728
    150 CVS HEALTH CORPORATION USD 9,990 16,871
    110 COLGATE PALMOLIVE CO 3,432 7,482
    120 PEPSICO INCORPORATED 10,225 11,562
    170 ANADARKO PETROLEUM 13,935 12,640
    130 CAMERON INTERNATIONAL CORP 7,191 6,560
    140 DEVON ENERGY CORPORATION N 8,689 6,919
    190 OCCIDENTAL PETROLEUM CO 16,869 13,338
    330 AMERICAN INTL GROUP INC 16,834 21,160
    140 AMERIPRISE FINANCIAL INC 15,819 17,594
    50 BLACKROCK INC CL A 15,265 16,816
    310 CIT GROUP INC COM NEW 15,076 14,582
    110 CME GROUP INC 8,103 10,564
    270 CITIGROUP INC 14,297 15,784
    360 CITIZENS FINANCIAL GROUP 8,890 9,385
    220 FIDELITY NATL INFORMATION 11,216 14,395
    60 FIDELITY NATIONAL FINANCIAL 2,337 2,345
    130 MARSH & MCLENNAN CORP 6,194 7,532
    190 METLIFE INC 9,780 10,591
    310 MORGAN STANLEY 9,740 12,040
    160 NORTHERN TRUST CORP 9,677 12,238
    230 SYNCHRONY FINANCIAL 7,061 7,903
    290 VISA INC - CL A 14,700 21,849
    240 VOYA FINANCIAL INC 11,074 11,268
    30 ALLERGAN PLC 9,160 9,935
    280 ABBOTT LABS CO 6,913 14,193
    230 ABBVIE INC 11,264 16,102
    250 AGILENT TECHNOLOGIES INC 8,493 10,238
    70 GILEAD SCIENCES INC 7,869 8,250
    40 MCKESSON CORP 9,197 8,823
    170 UNITEDHEALTH GROUP INC 12,730 20,638
    160 INGERSOLL-RAND PLC 8,966 9,824
    150 BOEING CO 14,854 21,626
    200 DANAHER CORP SHS BEN INT 10,513 18,312
    150 ROCKWELL COLLINS INC 10,938 12,693
    100 UNITED TECHNOLOGIES 10,931 10,031
    210 SEAGATE TECHNOLOGY PLC 10,195 10,626
    110 CHECK POINT SOFTWARE TECH 5,801 8,885
    160 NIELSEN N V 7,347 7,754
    270 APPLE COMPUTER INC 15,232 32,751
    530 APPLIED MATERIALS 9,295 9,201
    130 CITRIX SYS INC 7,123 9,827
    20 GOOGLE INC CL C 12,074 12,512
    520 MICROSOFT CORPORATION 13,844 24,284
    390 ORACLE CORPORATION 11,629 15,577
    290 TEXAS INSTRUMENTS 12,397 14,494
    160 E I DUPONT DE NEMOURS INC 9,365 8,922
    20 ECOLAB INC 955 2,316
    210 INTERNATIONAL PAPER CO 9,769 10,053
    100 PRAXAIR INCORPORATED COMMO 12,607 11,414
    220 CENTURYLINK INC COM 6,768 6,292
    200 EVERSOURCE ENERGY 8,258 9,944
    240 WEC ENERGY GROUP INC 9,972 11,760
    3423.320 INVESCO INTERNATIONAL 94,757 115,742
    1656.041 HARBOR INTERNATIONAL 99,362 115,211
    15963.115 EPOCH US SMALL MID C 180,254 190,121

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    US Government Securities - End of Year Book Value:

    568,494
    US Government Securities - End of Year Fair Market Value:

    566,518
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2014 OtherDecreasesSchedule
    Name:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    Description Amount
       


    TY 2014 OtherExpensesSchedule
    Name:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    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 TaxesSchedule
    Name:
    ARTHUR H BRITTON TESTAMENTARY TRUST XXX-XX-XXXX
    EIN: 02-6004800
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 158 158   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,334 0   0
    FEDERAL ESTIMATES - INCOME 1,594 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,594 0   0
    FOREIGN TAXES ON QUALIFIED FOR 212 212   0
    FOREIGN TAXES ON NONQUALIFIED 131 131   0