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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 08-01-2021 , and ending 07-31-2022
Name of foundation
NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
 
Number and street (or P.O. box number if mail is not delivered to street address)5 COMMERCE PARK NORTH-WEALTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEDFORD, NH03110
A Employer identification number

02-6004793
B Telephone number (see instructions)

(877) 773-1229
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$528,771J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,010 5,010  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 44,872
b Gross sales price for all assets on line 6a 147,334
7 Capital gain net income (from Part IV, line 2)... 44,872
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........ 49,882 49,882  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,675 5,675    
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 850 850 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 917 53   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 498 498    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,940 7,076 0 0
25 Contributions, gifts, grants paid....... 15,362 15,362
26 Total expenses and disbursements. Add lines 24 and 25 23,302 7,076 0 15,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 26,580
b Net investment income (if negative, enter -0-) 42,806
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 13,983 13,163 13,163
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)      
b Investments—corporate stock (attach schedule)....... 150,046 Click to see attachment182,580 189,085
c Investments—corporate bonds (attach schedule)....... 97,526 Click to see attachment92,069 326,523
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) 261,555 287,812 528,771
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 Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 261,555 287,812
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 261,555 287,812
30 Total liabilities and net assets/fund balances (see instructions). 261,555 287,812
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
261,555
2
Enter amount from Part I, line 27a .....................
2
26,580
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
288,135
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
323
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
287,812
Form 990-PF (2021)
Form 990-PF (2021)
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 2. JONES LANG LASALLE INC COM   2019-07-30 2021-08-05
b 15. MORGAN STANLEY GROUP INC. DEAN   2017-05-19 2021-08-05
c 3. NORTHRUP GRUMMAN CORPORATION   2020-05-11 2021-08-05
d 4. AMERICAN INTL GROUP INC COM NEW   2013-12-02 2021-08-17
e 2. CAPITAL ONE FINANCIAL CORP   2021-04-05 2021-08-17
2. JONES LANG LASALLE INC COM   2019-07-30 2021-08-17
2. MIDDLEBY CORP   2019-07-18 2021-08-17
3. TJX COMPANIES INC.   2020-01-15 2021-08-17
1. LAM RESEARCH CORPORATION   2020-05-13 2021-08-20
26. DOLLAR TREE INC COM   2020-03-12 2021-08-30
1. TEXAS PACIFIC LAND CORP   2020-03-12 2021-09-08
2. BROADCOM INC   2018-02-09 2021-09-10
3. ADOBE SYSTEMS INC   2021-03-31 2021-09-14
1. LAM RESEARCH CORPORATION   2020-05-13 2021-09-16
1.472 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2021-06-17 2021-09-16
1. NORFOLK SOUTHERN CORP COMMON   2015-08-04 2021-09-16
2. UNITED THERAPEUTICS CORP   2021-08-09 2021-09-16
1. AMAZON.COM INC   2021-08-30 2021-09-17
14.5 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2021-06-17 2021-09-17
3.21 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-07-19 2021-09-17
1. ARISTA NETWORKS INC   2019-07-19 2021-09-22
20. LAMB WESTON HOLDINGS INC   2020-09-16 2021-09-24
1. MICROSOFT CORPORATION   2010-11-22 2021-09-24
3. DANAHER CORP   2012-01-24 2021-09-29
7. BANK AMER CORP COM   2017-01-13 2021-10-08
4. DANAHER CORP   2012-01-24 2021-10-08
1. ARISTA NETWORKS INC   2019-07-19 2021-10-18
2. ASPEN TECHNOLOGY INC   2021-08-17 2021-10-18
11. SCHLUMBERGER LTD   2021-06-21 2021-10-18
1. LINDE PLC   2018-11-12 2021-10-18
6. SIGNATURE BANK   2020-12-21 2021-10-20
1. BROADCOM INC   2018-02-09 2021-10-22
3. NORFOLK SOUTHERN CORP COMMON   2015-08-04 2021-10-22
12. BANK AMER CORP COM   2017-01-13 2021-10-29
2. JONES LANG LASALLE INC COM   2019-07-30 2021-10-29
5. NORFOLK SOUTHERN CORP COMMON   2015-08-04 2021-10-29
1. UNITEDHEALTH GROUP INC COM   2013-12-02 2021-10-29
2. JONES LANG LASALLE INC COM   2020-09-17 2021-11-02
1. ARISTA NETWORKS INC   2019-07-19 2021-11-03
2. JONES LANG LASALLE INC COM   2020-09-17 2021-11-03
3. BROADCOM INC   2020-03-17 2021-11-04
1. UNITEDHEALTH GROUP INC COM   2013-12-02 2021-11-04
4. AMETEK AEROSPACE PRODUCTS INC   2018-05-18 2021-11-08
22. BANK AMER CORP COM   2017-01-13 2021-11-08
5. THERMO ELECTRON CORPORATION   2020-04-14 2021-11-08
2. UNITED RENTALS INC   2021-04-07 2021-11-08
3. UNITEDHEALTH GROUP INC COM   2013-12-02 2021-11-08
8. BANK AMER CORP COM   2017-01-13 2021-11-12
11. METLIFE INC   2017-06-21 2021-11-12
2. WESTERN ALLIANCE BANCORP   2020-01-15 2021-11-12
8. EQUITABLE HOLDINGS INC   2018-07-06 2021-11-16
3. MICROSOFT CORPORATION   2010-11-22 2021-11-16
20. METLIFE INC   2018-08-01 2021-11-17
14. TJX COMPANIES INC.   2020-09-16 2021-11-17
7. BANK AMER CORP COM   2017-01-13 2021-11-23
3. MICROSOFT CORPORATION   2010-11-22 2021-11-23
12. AMETEK AEROSPACE PRODUCTS INC   2018-05-22 2021-11-24
6. ARISTA NETWORKS INC   2019-07-19 2021-11-29
17. BANK AMER CORP COM   2020-03-20 2021-11-29
6. ARISTA NETWORKS INC   2019-07-19 2021-11-30
2. LINDE PLC   2018-11-12 2021-11-30
1. UNITEDHEALTH GROUP INC COM   2013-12-02 2021-12-03
19. RYMAN HOSPITALITY PROPERTIES   2021-03-08 2021-12-08
23. TJX COMPANIES INC.   2013-02-04 2021-12-09
2. UNITEDHEALTH GROUP INC COM   2013-12-02 2021-12-09
3. SYNEOS HEALTH INC   2021-05-12 2021-12-15
3. KKR & CO INC - A   2019-08-28 2021-12-17
4. MERCK & CO INC NEW COM   2020-04-23 2021-12-17
3. NEXSTAR MEDIA GROUP INC - CL A   2020-03-12 2021-12-17
2. PIONEER NAT RES CO   2021-03-08 2021-12-17
39.216 FIDELITY SPARTAN HIGH INCOME   2020-12-15 2021-12-20
41.171 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2020-09-15 2021-12-20
5. MICROSOFT CORPORATION   2010-11-22 2021-12-20
5. LINDE PLC   2018-11-12 2021-12-21
14. RAYTHEON TECHNOLOGIES   2021-05-26 2021-12-22
5. MICROSOFT CORPORATION   2010-11-22 2021-12-30
2. NORTHRUP GRUMMAN CORPORATION   2020-07-31 2021-12-30
16. SYNEOS HEALTH INC   2021-05-12 2022-01-05
21. NEXTERA ENERGY PARTNERS LP   2020-12-04 2022-01-07
1. NORTHRUP GRUMMAN CORPORATION   2021-02-03 2022-01-07
1. NORTHRUP GRUMMAN CORPORATION   2020-12-04 2022-01-07
6. VISA INC. - CL A   2013-12-02 2022-01-07
2. NORTHRUP GRUMMAN CORPORATION   2021-02-03 2022-01-10
5. MICRON TECHNOLOGY INC COM   2019-08-07 2022-01-11
4. MICRON TECHNOLOGY INC COM   2021-11-08 2022-01-11
9. MICRON TECHNOLOGY INC COM   2019-08-07 2022-01-12
8.585 INVESCO INTL GROWTH-Y   2020-12-15 2022-01-18
2. CITRIX SYS INC COM   2021-02-03 2022-01-18
4. GENERAL ELECTRIC CO   2021-11-08 2022-01-18
1. PIONEER NAT RES CO   2021-03-08 2022-01-18
2. WAL MART STORES INC   2020-09-28 2022-01-18
5. ELECTRONIC ARTS COM   2019-07-19 2022-01-19
1. LAM RESEARCH CORPORATION   2020-05-13 2022-01-19
8. MICRON TECHNOLOGY INC COM   2019-06-28 2022-01-20
4. MIDDLEBY CORP   2021-10-20 2022-01-20
2. ELECTRONIC ARTS COM   2019-07-19 2022-01-21
9. MICRON TECHNOLOGY INC COM   2020-03-20 2022-01-21
2. NEXSTAR MEDIA GROUP INC - CL A   2020-03-12 2022-01-21
11. CAPITAL ONE FINANCIAL CORP   2021-04-06 2022-01-26
12. EQUITABLE HOLDINGS INC   2018-07-06 2022-01-28
4. UNITED RENTALS INC   2021-03-05 2022-01-31
21. CITRIX SYS INC COM   2021-11-24 2022-02-01
6. CITRIX SYS INC COM   2021-01-21 2022-02-01
5. WAL MART STORES INC   2020-03-20 2022-02-02
45. EQUITABLE HOLDINGS INC   2019-02-06 2022-02-04
3. NEXSTAR MEDIA GROUP INC - CL A   2020-03-12 2022-02-04
9. NEXSTAR MEDIA GROUP INC - CL A   2020-03-12 2022-02-07
11. ELECTRONIC ARTS COM   2019-07-19 2022-02-09
35.016 INVESCO INTL GROWTH-Y   2020-12-15 2022-02-14
36. AMERICAN INTL GROUP INC COM NEW   2018-11-07 2022-02-14
5. COMCAST CORP CL A   2021-11-23 2022-02-14
1. FACEBOOK INC-A   2021-10-29 2022-02-14
8. PIONEER NAT RES CO   2021-04-21 2022-02-23
6. PIONEER NAT RES CO   2021-09-08 2022-02-24
2. ZOOM VIDEO COMMUNICATIONS-A   2022-01-31 2022-02-25
3. ZIMMER HLDGS INC   2022-02-01 2022-02-28
6. BOSTON SCIENTIFIC   2021-11-12 2022-03-17
2. JACOBS ENGR GROUP INC DEL   2021-04-07 2022-03-17
2. SALESFORCE COM INC   2021-12-30 2022-03-17
9. SCHLUMBERGER LTD   2021-10-29 2022-03-17
18. CENTENE CORP   2021-12-09 2022-03-21
39.514 INVESCO INTL GROWTH-Y   2020-12-15 2022-03-22
3. BERKSHIRE HATHAWAY INC DEL CL B NEW   2021-12-09 2022-03-22
7. FACEBOOK INC-A   2022-02-07 2022-03-22
4. MICROSOFT CORPORATION   2010-11-22 2022-03-22
6. WELLS FARGO & CO NEW   2021-06-09 2022-03-22
3. ASPEN TECHNOLOGY INC   2021-08-17 2022-03-25
12. ASPEN TECHNOLOGY INC   2020-06-25 2022-03-25
14. T-MOBILE US INC   2020-09-29 2022-04-12
11.182 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I   2010-11-22 2022-04-18
38.232 VANGUARD SHORT-TERM FED-ADM #549   2020-12-15 2022-04-18
1. VERTEX PHARMACEUTICALS INC   2021-07-07 2022-04-18
9. VERTEX PHARMACEUTICALS INC   2021-07-07 2022-04-27
1. VERTEX PHARMACEUTICALS INC   2021-06-15 2022-04-28
25. ECHOSTAR CORP-A   2021-11-29 2022-04-29
28. RESTAURANT BRANDS INTERNATIONAL INC   2020-08-10 2022-05-06
22.027 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2020-09-15 2022-05-17
41.254 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I   2010-11-22 2022-05-17
48.409 VANGUARD SHORT-TERM FED-ADM #549   2020-12-15 2022-05-17
8. MERCK & CO INC NEW COM   2020-06-18 2022-05-20
3. MERCK & CO INC NEW COM   2022-01-18 2022-05-20
4. MERCK & CO INC NEW COM   2020-06-18 2022-05-20
3. VMWARE INC CL A   2021-11-04 2022-05-23
20. VMWARE INC CL A   2021-12-07 2022-05-25
10. MERCK & CO INC NEW COM   2020-06-18 2022-05-27
44. SCHLUMBERGER LTD   2021-10-29 2022-06-01
25. LAS VEGAS SANDS CORP COM   2021-02-19 2022-06-02
24. LAS VEGAS SANDS CORP COM   2021-11-08 2022-06-02
11. SCHLUMBERGER LTD   2021-11-24 2022-06-08
2. HUMANA INC   2022-01-21 2022-06-16
17.479 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2020-06-12 2022-06-16
55.982 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I   2010-11-22 2022-06-16
49.077 VANGUARD SHORT-TERM FED-ADM #549   2020-12-15 2022-06-16
48.85 FIDELITY SPARTAN HIGH INCOME   2020-12-15 2022-06-22
32.553 OAKMARK INTERNATIONAL FUND   2021-09-17 2022-06-22
83.035 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2020-12-11 2022-06-22
71.509 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I   2010-11-22 2022-06-22
94.477 VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL   2020-12-15 2022-06-22
78.35 VANGUARD SHORT-TERM FED-ADM #549   2020-09-15 2022-06-22
3. UNITED THERAPEUTICS CORP   2021-08-09 2022-06-28
6. VERTEX PHARMACEUTICALS INC   2021-11-24 2022-06-28
34. INTEL CORP COM   2022-03-25 2022-07-15
69. NOV INC   2022-06-01 2022-07-15
133. SABRE CORP   2021-01-11 2022-07-15
85. SABRE CORP   2022-06-02 2022-07-15
10. AMAZON.COM INC   2021-11-08 2022-07-18
1. CONSTELLATION BRANDS   2021-10-08 2022-07-18
11. WAL MART STORES INC   2020-04-02 2022-07-27
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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 495   290 205
b 1,464   629 835
c 1,075   985 90
d 218   201 17
e 350   266 84
475   290 185
353   276 77
206   186 20
565   251 314
2,372   2,027 345
1,228   423 805
1,011   467 544
1,947   1,441 506
604   251 353
116   111 5
249   83 166
412   424 -12
3,471   3,431 40
1,137   1,089 48
252   188 64
353   284 69
1,211   1,297 -86
297   26 271
919   120 799
311   161 150
1,203   159 1,044
392   284 108
332   253 79
376   358 18
307   161 146
1,852   799 1,053
516   233 283
859   249 610
576   276 300
522   290 232
1,476   415 1,061
456   74 382
518   251 267
512   284 228
530   212 318
1,642   622 1,020
453   74 379
559   303 256
1,048   506 542
3,089   1,477 1,612
791   618 173
1,381   223 1,158
376   184 192
701   516 185
235   114 121
278   171 107
1,019   77 942
1,272   925 347
1,049   573 476
331   161 170
1,006   77 929
1,714   908 806
754   426 328
769   379 390
744   426 318
633   322 311
447   74 373
1,568   1,430 138
1,705   523 1,182
947   149 798
294   256 38
212   77 135
304   310 -6
441   272 169
348   328 20
340   341 -1
450   479 -29
1,595   128 1,467
1,656   804 852
1,177   1,208 -31
1,707   128 1,579
772   649 123
1,535   1,367 168
1,632   1,268 364
400   301 99
400   307 93
1,307   308 999
800   601 199
469   212 257
375   299 76
850   361 489
227   272 -45
203   266 -63
410   437 -27
216   164 52
287   253 34
681   441 240
668   251 417
714   311 403
765   702 63
279   176 103
757   343 414
311   143 168
1,604   1,460 144
378   255 123
1,278   1,183 95
2,144   2,278 -134
613   768 -155
702   577 125
1,510   876 634
501   215 286
1,524   646 878
1,468   929 539
895   1,110 -215
2,117   1,752 365
238   262 -24
218   326 -108
1,803   1,232 571
1,355   878 477
249   299 -50
379   370 9
264   252 12
272   261 11
412   514 -102
351   296 55
1,569   1,339 230
976   1,100 -124
1,061   858 203
1,519   1,995 -476
1,211   102 1,109
321   277 44
471   380 91
1,882   1,125 757
1,854   1,589 265
105   130 -25
398   422 -24
285   199 86
2,420   1,750 670
265   191 74
590   716 -126
1,476   1,273 203
213   256 -43
375   479 -104
502   534 -32
747   605 142
280   243 37
371   289 82
347   395 -48
2,359   2,184 175
926   722 204
2,054   1,435 619
881   1,457 -576
846   1,066 -220
541   349 192
844   776 68
165   201 -36
496   650 -154
505   541 -36
361   425 -64
751   917 -166
788   942 -154
635   831 -196
975   1,148 -173
807   862 -55
716   636 80
1,683   1,109 574
1,293   1,641 -348
971   1,401 -430
746   1,722 -976
477   708 -231
1,169   1,758 -589
247   221 26
1,376   1,258 118
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
      6,598
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       205
b       835
c       90
d       17
e       84
      185
      77
      20
      314
      345
      805
      544
      506
      353
      5
      166
      -12
      40
      48
      64
      69
      -86
      271
      799
      150
      1,044
      108
      79
      18
      146
      1,053
      283
      610
      300
      232
      1,061
      382
      267
      228
      318
      1,020
      379
      256
      542
      1,612
      173
      1,158
      192
      185
      121
      107
      942
      347
      476
      170
      929
      806
      328
      390
      318
      311
      373
      138
      1,182
      798
      38
      135
      -6
      169
      20
      -1
      -29
      1,467
      852
      -31
      1,579
      123
      168
      364
      99
      93
      999
      199
      257
      76
      489
      -45
      -63
      -27
      52
      34
      240
      417
      403
      63
      103
      414
      168
      144
      123
      95
      -134
      -155
      125
      634
      286
      878
      539
      -215
      365
      -24
      -108
      571
      477
      -50
      9
      12
      11
      -102
      55
      230
      -124
      203
      -476
      1,109
      44
      91
      757
      265
      -25
      -24
      86
      670
      74
      -126
      203
      -43
      -104
      -32
      142
      37
      82
      -48
      175
      204
      619
      -576
      -220
      192
      68
      -36
      -154
      -36
      -64
      -166
      -154
      -196
      -173
      -55
      80
      574
      -348
      -430
      -976
      -231
      -589
      26
      118
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 44,872
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 595
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- ..... 5 595
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 432
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 432
8 Enter any penalty for underpayment of estimated tax. Check here 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 9 163
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    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 (877) 773-1229

    Located atbullet5 COMMERCE PARK NORTHBEDFORDNH ZIP+4bullet03110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
     
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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     		5,675    
    5 Commerce Park North
    Bedford,NH03110
    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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 VIII-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  
    Part VIII-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  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    297,169
    b
    Average of monthly cash balances.......................
    1b
    14,037
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    311,206
    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
    311,206
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    4,668
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    306,538
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    15,327
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    15,327
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    595
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    595
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,732
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    14,732
    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 XII, line 1 ...
    7
    14,732
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 14,732
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 140
    e From 2020...... 0
    f Total of lines 3a through e ........ 140
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 15,362
    a Applied to 2020, 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 2021 distributable amount..... 14,732
    e Remaining amount distributed out of corpus 630
    5 Excess distributions carryover applied to 2021. 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 5 770
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		770
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 140
    d Excess from 2020.... 0
    e Excess from 2021.... 630
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    Supplementary Information (Complete this part only if the foundation 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).)
    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.
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    WILLIAM ADAMS BACHELDER LIBRARY
    BACHELDER LIBRARY TRUSTEES
    ANDOVER,NH032160045     		NONE 501(C)(3) DAILY OPERATIONS 15,362
    Total .................................bullet 3a 15,362
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 44,872  
    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) ..   49,882  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    49,882
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
    EIN:
    02-6004793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 850 850    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
    EIN:
    02-6004793
    Name of Bond End of Year Book Value End of Year Fair Market Value
    1755.323 FIDELITY HIGH INCOME 15,146 13,446
    1661.794 METROPOLITAN WEST FDS 17,359 16,269
    2950.644 PIMCO INVESTMENT GRAD 31,811 270,208
    1018.344 VANGUARD INTL TERM TR 11,433 10,784
    1522.250 VANGUARD SHORT-TERM F 16,320 15,816

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
    EIN:
    02-6004793
    Name of Stock End of Year Book Value End of Year Fair Market Value
    46.00 AMAZON.COM INC 6,897 6,208
    25 CARMAX INC 2,209 2,489
    74 LIBERTY SIRIUSXM GROUP 3,219 2,949
    4 NIKE INC CLASS B 421 460
    18 POLARIS INDS INC 2,164 2,111
    22 STARBUCKS CORP 1,717 1,865
    99 WARNER BROS DISCOVERY 2,372 1,485
    5 BOSTON BEER COMPANY 1,920 1,902
    10 CASEY'S GENERAL STORES INC 1,994 2,027
    10 CONSTELLATION BRANDS CL A 2,154 2,463
    40 OCCIDENTAL PETROLEUM CO 1,378 2,630
    53 SCHLUMBERGER LTD 1,472 1,963
    47 ESSENT GROUP LTD 2,174 1,963
    20 BERKSHIRE HATHAWAY INC DEL 5,808 6,012
    1 BLACKROCK INC CL A 717 669
    46 CITIGROUP INC 3,002 2,387
    24 FIDELITY NATL INFORMATION S 2,902 2,452
    46 KKR & CO INC - A 1,175 2,551
    119 MACERICH CO COM 2,429 1,263
    43 VENTAS INC COM REIT 2,285 2,313
    56 WELLS FARGO & CO NEW 2,512 2,457
    26WESTERN ALLIANCE BANCORP 1,427 1,986
    5 ALIGN TECHNOLOGY INC 1,217 1,405
    10 BIOGEN INC 2,226 2,151
    35 BOSTON SCIENTIFIC 1,468 1,437
    44 CENTENE CORP 2,270 4,091
    39 GILEAD SCIENCES INC 2,527 2,330
    17 MODERNA INC 2,325 2,790
    8 UNITED THERAPEUTICS CORP 1,648 1,849
    17 UNIVERSAL HLTH SVCS INC CL 2,316 1,912
    23 SENSATA TECHNOLOGIES HOLDIN 1,430 1,023
    36 BERRY PLASTICS GROUP INC 2,521 2,075
    14 BOEING CO 2,384 2,230
    7 EQUIFAX INC COM 1,591 1,462
    4 GENERAC HOLDGS INC 1,116 1,073
    37 GENERAL ELECTRIC CO 3,690 2,735
    13 JACOBS ENGR GROUP INC DEL 963 1,785
    10 MIDDLEBY CORP 1,150 1,447
    6 UNIVERSAL DISPLAY CORP COM 627 693
    5 ADOBE SYSTEMS INC 2,308 2,051
    1 BROADCOM INC 521 535
    28 COTERRA ENERGY 739 857
    98 "DROPBOX INC - CLASS A 1,891 2,229
    4 LAM RESERCH CORPORATION 1,301 2,002
    25 MICROSOFT CORPORATION 2,641 7,019
    25 PAYPAL HOLDINGS INC 2,587 2,163
    21 SS&C TECHNOLOGIES HOLDINGS 1,452 1,243
    14 SALESFORCE COM INC 3,135 2,576
    13 SKYWORKS SOLUTIONS INC 2,046 1,415
    13 SPLUNK INC 1,476 1,351
    5 AIR PRODUCTS & CHEMICALS INC 1,210 1,241
    4 ECOLAB INC 636 661
    60 ALPHABET INC CL-C 4,582 6,998
    49 COMCAST CORP NEW CL A 2,406 1,838
    26 FACEBOOK INC-A 4,612 4,137
    11 T-MOBILE US INC 1,161 1,574
    620.906 INVESCO INTL GROWTH-Y 16,708 14,051
    558,735 OAKMARK INTERNATIONAL 13,345 13,074
    162 ISHARES CORE MSCI EMERGING 8,262 7,948
    453.152 NEUBERGER BERMAN EQUIT 25,744 29,029

    TY 2021 OtherDecreasesSchedule
    Name:
    NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
    EIN:
    02-6004793
    Description Amount
    ROUNDING ADJUSTMENT 38
    RETURN OF CAPITAL ADJUSTMENT 285


    TY 2021 OtherExpensesSchedule
    Name:
    NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
    EIN:
    02-6004793
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 249 249   0
    OTHER NON-ALLOCABLE EXPENSE - 249 249   0


    TY 2021 TaxesSchedule
    Name:
    NAHUM J BACHELDER TRUST FBO BACHELDER LIBRARY
    EIN:
    02-6004793
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 7 7   0
    FEDERAL TAX PAYMENT - PRIOR YE 432 0   0
    FEDERAL ESTIMATES - PRINCIPAL 432 0   0
    FOREIGN TAXES ON QUALIFIED FOR 34 34   0
    FOREIGN TAXES ON NONQUALIFIED 12 12   0