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 07-01-2021 , and ending 06-30-2022
Name of foundation
ALFRED QUIMBY FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 355
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CENTER SANDWICH, NH032270355
A Employer identification number

02-0241554
B Telephone number (see instructions)

(603) 284-6168
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$7,372,692J 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 48 48  
4 Dividends and interest from securities... 138,228 138,228  
5a Gross rents............ 34,998 34,998  
b Net rental income or (loss) 16,613
6a Net gain or (loss) from sale of assets not on line 10 529,932
b Gross sales price for all assets on line 6a 1,789,537
7 Capital gain net income (from Part IV, line 2)... 529,932
8 Net short-term capital gain.........  
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........ 703,206 703,206  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 5,647 0   3,867
b Accounting fees (attach schedule)....... Click to see attachment 6,214 0   3,387
c Other professional fees (attach schedule).... Click to see attachment 44,657 44,657   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,980 155   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 13,377 11,401  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 25,591 6,984   15,043
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 106,466 63,197   22,297
25 Contributions, gifts, grants paid....... 278,426 278,426
26 Total expenses and disbursements. Add lines 24 and 25 384,892 63,197   300,723
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 318,314
b Net investment income (if negative, enter -0-) 640,009
c Adjusted net income (if negative, enter -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............. 101,193 112,515 112,515
2 Savings and temporary cash investments......... 52,295 251,034 251,034
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 396,623 Click to see attachment297,076 294,422
b Investments—corporate stock (attach schedule)....... 1,686,245 Click to see attachment1,427,744 2,187,015
c Investments—corporate bonds (attach schedule)....... 301,769 Click to see attachment102,109 100,415
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,957,676 Click to see attachment3,593,533 3,444,791
14 Land, buildings, and equipment: basis bullet762,271
Less: accumulated depreciation (attach schedule) bullet342,045 370,762 Click to see attachment420,226 982,500
15 Other assets (describe bullet) Click to see attachment19,360 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,885,923 6,204,237 7,372,692
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 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........ 5,471,115 5,746,234
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 414,808 458,003
29 Total net assets or fund balances (see instructions)..... 5,885,923 6,204,237
30 Total liabilities and net assets/fund balances (see instructions). 5,885,923 6,204,237
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
5,885,923
2
Enter amount from Part I, line 27a .....................
2
318,314
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,204,237
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,204,237
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 CAPITAL GAIN DISTRIBUTIONS P    
b PUBLICLY HELD SECURITIES P    
c
d
e
(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 16,309     16,309
b 1,773,228   1,259,605 513,623
c
d
e
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       16,309
b       513,623
c
d
e
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 2 529,932
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 8,896
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 8,896
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,640
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,640
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 1,256
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 taxBullet   RefundedBullet 11  
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 addressbulletN/A
    14
    The books are in care ofbulletPATRICIA ROWELL Telephone no.bullet (603) 366-7394

    Located atbulletPO BOX 241GOFFSTOWNNH ZIP+4bullet03045
    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)
     
    No
    (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
     
     
    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)
    Yes
     
    (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
    Yes
     
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    PETER POHL TRUSTEE
    3.00     		0 0 0
    PO BOX 49
    CENTER SANDWICH,NH03227
    R KIRKE READ TRUSTEE
    3.00     		0 0 0
    77 MT ISRAEL ROAD
    SANDWICH,NH03227
    GEOFFREY BURROWS TRUSTEE
    3.00     		0 0 0
    PO BOX 7
    CENTER SANDWICH,NH03227
    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 THE ORGANIZATION MAINTAINS MULTIPLE RECREATIONAL PUBLIC FIELDS FOR THE TOWN OF SANDWICH. 5,535
    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.........................bullet0
    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
    7,377,725
    b
    Average of monthly cash balances.......................
    1b
    72,644
    c
    Fair market value of all other assets (see instructions)................
    1c
    231,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,681,369
    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
    7,681,369
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    115,221
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,566,148
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    378,307
    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
    378,307
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,896
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,896
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    369,411
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    369,411
    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
    369,411
    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 7 369,411
    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...... 7,710
    b From 2017...... 8,133
    c From 2018...... 10,184
    d From 2019......  
    e From 2020...... 22,247
    f Total of lines 3a through e ........ 48,274
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 363,564
    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..... 363,564
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 5,847 5,847
    (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 42,427
    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) ...     		1,863
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		40,564
    10 Analysis of line 9:
    a Excess from 2017.... 8,133
    b Excess from 2018.... 10,184
    c Excess from 2019....  
    d Excess from 2020.... 22,247
    e Excess from 2021....  
    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 e-mail address of the person to whom applications should be addressed:
    TRUSTEES
    PO BOX 355
    CENTER SANDWICH,NH032270355
    (603) 284-6666
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT PROPOSAL OUTLINING THE CHARITABLE USE OF THE PROGRAM(S) AND HOW IT WILL BE A BENFIT TO THE TOWN OF SANDWICH AND ITS INHABITANTS.
    cAny submission deadlines:
    NONE - GRANTS ARE AWARDED QUARTERLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS WILL ONLY BE AWARDED TO PROGRAMS THAT BENEFIT THE INHABITANTS AND INSTITUTIONS OF THE TOWN OF SANDWICH, NH.
    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
    ADVICE TO THE PLAYERS
    PO BOX 14
    NORTH SANDWICH,NH03259     		  PUBLIC CHARITY FUNDING FOR LOCAL PERFORMING ARTS THEATER PROGRAMS 5,585
    CHAPMAN SANCTUARY AND VISNY WOODS
    740 MT ISRAEL ROAD
    CENTER SANDWICH,NH03227     		  PUBLIC CHARITY FUNDING TOWARDS PURCHASE OF TRAIL GROOMING MACHINE FOR NATURE SANCTUARY TRAILS 11,000
    COMMUNITY CHURCH OF SANDWICH
    12 CHURCH STREET
    CENTER SANDWICH,NH03227     		  PUBLIC CHARITY FUNDING TOWARDS CHURCH MAINTENANCE AND CLOCK REPAIRS 15,000
    EAST SANDWICH MEETING HOUSE AND CEMETERY
    342 VITTUM HILL ROAD
    CENTER SANDWICH,NH03227     		  NON-PROFIT ORG - SEE FUNDING TOWARDS PUBLIC MEETING HOUSE REPAIRS AND MAINTENANCE 8,000
    GREEN MOUNTAIN CONSERVATION
    PO BOX 95
    SOUTH EFFINGHAM,NH03882     		  PUBLIC CHARITY FUNDING OF WATER QUALITY STUDY 2,000
    NORTH SANDWICH SOCIETY OF FRIENDS
    354 WHITEFACE ROAD
    CENTER SANDWICH,NH03227     		  PUBLIC CHARITY FUNDING TOWARDS SURVEYING, MAPPING, AND RESEARCHING HISTORICAL BURIAL GROUNDS 5,000
    MEAD BASE CONSERVATION CENTER
    517 DIAMONG LEDGE ROAD
    CENTER SANDWICH,NH03227     		  PUBLIC CHARITY ELECTRICAL UPDATES AND REPIARS AT CONSERVATION CENTER 17,450
    NEW HAMPSHIRE CHARITABLE FOUNDATION
    37 PLEASANT STREET
    CONCORD,NH03301     		  PUBLIC CHARITY SANDWICH, NH SCHOLARSHIP FUND AWARDS 56,821
    SANDWICH CHILDRENS CENTER
    54 MAPLE STREET
    CENTER SANDWICH,NH03227     		  PUBLIC CHARITY CHILDRENS CENTER SCHOLARSHIPS FUND AWARDS 20,000
    SANDWICH HOME INDUSTRIES
    PO BOX 164
    CENTER SANDWICH,NH03227     		  PUBLIC CHARITY INTERNAL GALLERY IMPROVEMENTS AND GROUNDS MAINTENANCE 10,273
    SANDWICH RECREATION PROGRAM
    5 QUIMBY FIELD ROAD
    SANDWICH,NH03227     		  MUNICIPALITY CHILDRENS RECREATION PROGRAMS SUPPORT 32,150
    TOWN OF SANDWICH NH
    8 MAPLE STREET
    CENTER SANDWICH,NH03227     		  MUNICIPALITY SCHOOL SCHOLARSHIP FUND FOR FINANCIALLY DISADVANTAGED 15,000
    TOWN OF SANDWICH NH
    8 MAPLE STREET
    CENTER SANDWICH,NH03227     		  MUNICIPALITY FUNDS TOWARDS TOWN FIRE DEPARTMENT AIR PACKS 26,718
    TOWN OF SANDWICH NH
    8 MAPLE STREET
    CENTER SANDWICH,NH03227     		  MUNICIPALITY FUNDS TOWARD TOWN MAPPING PROJECT 25,000
    TOWN OF SANDWICH NH
    8 MAPLE STREET
    CENTER SANDWICH,NH03227     		  MUNICIPALITY FUNDS TOWARDS TOWN POLICE DEPARTMENT EQUIPMENT 10,000
    TOWN OF SANDWICH NH
    8 MAPLE STREET
    CENTER SANDWICH,NH03227     		  MUNICIPALITY FUNDS TOWARDS TOWN FIRE DEPARTMENT THERMAL CAMERA 4,000
    RURAL CEMETERY ASSOC OF CENTER SANDWICH
    PO BOX 79
    CENTER SANDWICH,NH03227     		  501(C)(13)-SEE ATTAC COMPUTER PURCHASE FOR LOCAL CEMETERY ASSOCIATION 929
    SANDWICH HISTORICAL SOCIETY
    PO BOX 244
    CENTER SANDWICH,NH03227     		  501C3 PRIV OP FDTN-S FUNDING TOWARDS PAINTING AND MAINTENANCE OF LOCAL HISTORICAL SOCIETY BUILDING 12,500
    LAKES REGION GENERAL HOSPITAL
    78 WHITTIER HIGHWAY
    MOULTONBORO,NH03254     		  PUBLIC CHARITY WELLNESS CENTER SCHOLARSHIPS 1,000
    Total .................................bullet 3a 278,426
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 48  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 16,613  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 529,932  
    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) .. 0 684,821 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    684,821
    (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:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING 2,800 0   1,680
    YEAR-END TRUST ACCOUNTING AND TAX RETURN PREP 3,414 0   1,707

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LAND: VILLAGE GREEN 1992-01-01 6,000   L   0 0    
    LAND: FOBUSH LOT 1992-01-01 500   L   0 0    
    LAND: RUSSELL LOT 1992-01-01 500   L   0 0    
    LAND: SUNSHINE LOT 1992-01-01 480   L   0 0    
    LAND: BEEDE-FROST LOT 1992-01-01 4,896   L   0 0    
    LAND: QUIMBY FIELD 1992-01-01 23,980   L   0 0    
    LAND: QUIMBY FIELD HOUSE 1992-01-01 2,682   L   0 0    
    POST OFFICE BUILDING 1992-01-01 311,446 298,259 SL 31.500000000000 9,887 9,887    
    LAND: CAPITALIZED SURVEY COSTS 2009-06-30 5,000   L   0 0    
    LAND: CAPITALIZED SURVEY COSTS 2010-06-30 10,030   L   0 0    
    RECREATION BUILDING 2011-05-25 73,859 19,171 SL 39.000000000000 1,894 0    
    BASEMENT IMPROVEMENTS 2012-03-07 22,847 5,469 SL 39.000000000000 586 586    
    FURNACE FOR REC BUILDING 2015-09-01 3,200 475 SL 39.000000000000 82 0    
    FURNACE FOR POST OFFICE 2015-09-01 4,800 718 SL 39.000000000000 123 123    
    NEW WINDOWS 2015-08-13 2,290 349 SL 39.000000000000 59 59    
    NEW STONE WALLS 2015-11-12 11,185 4,227 SL 15.000000000000 746 746    
    LAND: HEARD PASTURE 2017-04-26 75,720   L   0 0    
    FORBES HOUSE MUSEUM RESTORATION - CONSTRUCTION IN PROGRESS 2021-12-31 202,855   L   0 0    

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    EAST SANDWICH MEETING HOUSE AND CEMETERY
          		342 VITTUM HILL ROAD
    CENTER SANDWICH,NH03227     		2021-11-15 8,000 $2,000 FOR SHUTTER REPAIR AND $5,128 FOR SCRAPING AND PAINTING OF THE HISTORIC EAST SANDWICH MEETING HOUSE 7,128 NO FUNDS WERE DIVERTED FROM THE CHARITABLE PURPOSE OF THE GRANT MARCH AND JUNE 2022 2022-06-30 FUNDS WERE EXPENDED AS OUTLINED IN PROPOSAL FOR CHARITABLE PURPOSES. ALL WORK WAS DONE AS PLANNED AND THE REMAINING BALANCE OF $872 WILL BE EXPENDED IN THE FOLLOWING FISCAL YEAR ON NECESSARY CHIMNEY REPAIRS.
    SANDWICH HISTORICAL SOCIETY
          		4 MAPLE STREET
    CENTER SANDWICH,NH03227     		2021-08-03 12,500 GRANT WAS FOR EXTERIOR PAINTING OF THE SANDWICH HISTORICAL SOCIETY'S HISTORIC MARSTON HOUSE. 12,500 NO FUNDS WERE DIVERTED FROM THE CHARITABLE PURPOSE OF THE GRANT 06/30/22 2022-05-28 FUNDS WERE EXPENDED AS OUTLINED IN PROPOSAL FOR CHARITABLE PURPOSES
    RURAL CEMETERY ASSOC OF CENTER SANDWICH
          		12 CHURCH STREET
    CENTER SANDWICH,NH03227     		2021-08-03 929 PURCHASE OF A LAPTOP COMPUTER FOR THE HISTORIC RURAL CEMETERY ASSOCIATION OF CENTER SANDWICH, NH 929 NO FUNDS WERE DIVERTED FROM THE CHARITABLE PURPOSE OF THE GRANT 08/04/21 2021-08-04 FUNDS WERE EXPENDED AS OUTLINED IN PROPOSAL FOR CHARITABLE PURPOSES

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPLE SR GLBL NOTE 3.450% 5/06/24 102,109 100,415

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND 7,942 28,320
    ADOBE INC 23,644 31,847
    ALPHABET INC CL A 11,605 63,199
    ALPHABET INC CL C 6,105 45,937
    AMAZON COM INC 20,739 44,608
    AMERICAN EXPRESS CO 38,721 42,972
    AON PLC CL A 10,985 26,968
    APPLE INC 13,584 150,255
    APPLIED MATERIALS INC 28,307 42,942
    BANK OF AMERICA CORPORATION 21,331 23,534
    CHARLES SCHWAB CORP NEW 15,691 22,303
    COMCAST CORP NEW CL A 14,980 18,443
    COSTCO WHSL CORP NEW 8,845 25,402
    CUMMINS INC 43,207 33,868
    CVA HEALTH CORPORATION 19,815 28,169
    DIGITAL RLTY TR INC 23,485 23,239
    ELECTRONIC ARTS INC 29,280 25,060
    ELL LILLY & CO 15,537 58,037
    EMERSON ELECTRIC CO. 33,027 29,191
    GENERAC HLDGS INC 23,335 16,425
    HCA HEALTHCARE INC 17,069 19,999
    HERSHEY COMPANY 16,704 34,425
    HOME DEPOT INC. 11,857 23,587
    JPMORGAN CHASE & CO 21,269 23,761
    L3HARRIS TECHNOLOGIES INC 10,045 26,829
    LINDE PLC COM USD 19,201 31,628
    MARRIOTT INTL INC CLASS A 26,065 22,850
    MICROSOFT CORP 45,998 166,683
    NEXTERA ENERGY INC COM 5,828 30,209
    NIKE INC CLASS B 20,285 27,287
    NVIDIA CORP 27,105 49,722
    ORACLE SYSTEMS C.ORP. 16,618 24,035
    PAYPAL HLDGS INC 13,117 9,778
    PEPSICO INC 6,690 27,999
    PNC FINANCIAL SERVICES GROUP 17,115 27,137
    REGENERON PHARMACEUTICALS 24,954 27,783
    REGIONS FINL CORP NEW 33,473 37,331
    STRYKER CORP. 23,530 22,877
    TARGET CORP 18,044 29,093
    TEXAS INSTRUMENTS INC 10,612 33,342
    THERMO FISHER SCIENTIFIC INC 7,771 36,400
    TYSON FOODS INC. CLA+ 26,617 32,875
    UNION PACIFIC CORP 17,152 24,314
    UNITED PARCEL SERVICE 18,451 29,207
    UNLTEDHEALTH GROUP INC 12,643 45,714
    VISA INC 3,428 30,912
    ZOETIS INC 14,750 30,081
    BERKSHIRE HATHAWAY 34,933 27,029
    COCA COLA 26,837 29,882
    DARDEN RESTAURANTS 48,677 36,198
    DEERE & CO 27,047 22,161
    EXXON MOBIL 65,477 63,117
    FORTNET 19,605 20,652
    FREEPORT MCMORAN 44,997 35,288
    MATCH GROUP 26,199 18,050
    MERCK & CO 48,327 53,973
    META PLATFORMS 30,812 35,314
    NETFLIX 32,619 11,192
    RAYMOND JAMES FNC'L 40,264 33,171
    SCHLUMBERGER LTD 29,811 26,999
    TRAVELERS COMPANIES 22,702 22,325
    VERTEX PHARMACEUTICALS 32,881 45,087

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    US Government Securities - End of Year Book Value:

    297,076
    US Government Securities - End of Year Fair Market Value:

    294,422
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FULLER & THALER BEHAVIORAL SM-CP EQ AT COST 166,297 160,454
    FIDELITY INTERNATIONAL IDX INST PREM AT COST 190,173 197,564
    GOLDMAN SACHS GQG PTNRS INTL OPPS IN AT COST 200,000 216,667
    ISHARES CORE S&P MID-CAP ETF AT COST 252,795 363,325
    ISHARES INC CORE MSCI EMKT AT COST 79,404 86,297
    ISHARES MSCI EAFE ETF AT COST 318,082 312,950
    FIDELITY US BOND INDEX INSTL PREM AT COST 471,121 429,572
    ISHARES 7-10 YR TREAS BD ETF AT COST 48,101 46,035
    BLACKROCK STRATEGIC INCOME OPPS INST AT COST 254,585 232,664
    PIMCO INCOME INSTL AT COST 203,658 178,825
    VANGUARD ADMIRAL INTER TERM FD#571 AT COST 33,309 28,052
    VANGUARD INTERM-TRM BD IDX ADM#5314 AT COST 128,481 116,329
    VOYA INTERMEDIATE BOND I AT COST 696,878 614,265
    WESTERN ASSET CORE BOND I AT COST 348,283 305,312
    BAILLIE GIFFORD EMERGING MARKET FUND AT COST 99,752 78,392
    FIDELITY SMALL CAP INDEX FD AT COST 102,614 78,088

    TY 2021 LandEtcSchedule2
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND: VILLAGE GREEN 6,000 0 6,000  
    LAND: FOBUSH LOT 500 0 500  
    LAND: RUSSELL LOT 500 0 500  
    LAND: SUNSHINE LOT 480 0 480  
    LAND: BEEDE-FROST LOT 4,896 0 4,896  
    LAND: QUIMBY FIELD 23,980 0 23,980  
    LAND: QUIMBY FIELD HOUSE 2,682 0 2,682  
    POST OFFICE BUILDING 311,446 308,146 3,300  
    LAND: CAPITALIZED SURVEY COSTS 5,000 0 5,000  
    LAND: CAPITALIZED SURVEY COSTS 10,030 0 10,030  
    RECREATION BUILDING 73,859 21,065 52,794  
    BASEMENT IMPROVEMENTS 22,847 6,055 16,792  
    FURNACE FOR REC BUILDING 3,200 557 2,643  
    FURNACE FOR POST OFFICE 4,800 841 3,959  
    NEW WINDOWS 2,290 408 1,882  
    NEW STONE WALLS 11,185 4,973 6,212  
    LAND: HEARD PASTURE 75,720 0 75,720  
    FORBES HOUSE MUSEUM RESTORATION - CONSTRUCTION IN PROGRESS 202,855 0 202,855  


    TY 2021 LegalFeesSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROBATE COURT FILINGS AND TAX MATTERS 5,647 0   3,867


    TY 2021 OtherAssetsSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SCHOLARSHIP FUND MONIES ON DEPOSIT WITH NHCF 19,360 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 7,205 0   3,985
    SCHOLARSHIP FUND MANAGEMENT FEE 4,660 0   4,660
    POSTAGE AND OFFICE SUPPLIES 344 0   0
    PUBLIC USE PROPERTY MAINTENANCE 5,535 0   5,535
    DUES AND FEES 75 0   75
    EQUIPMENT RENTAL 788 0   788
    SEWER 247 247   0
    REPAIRS AND MAINTENANCE 1,783 1,783   0
    SUPPLIES 4,954 4,954   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 44,657 44,657   0


    TY 2021 TaxesSchedule
    Name:
    ALFRED QUIMBY FUND
    EIN:
    02-0241554
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT INCOME TAX 10,825 0   0
    FOREIGN TAXES ON DIVIDEND INCOME 155 155   0