Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)300 FRANKLIN ST - WEALTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANCHESTER, NH03101
A Employer identification number

02-6091650
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$574,438J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 12,282 12,282  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,022
b Gross sales price for all assets on line 6a 156,084
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment
List of Attached Documents:
// Content
1,060    
12 Total. Add lines 1 through 11........ 12,320 12,282  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 9,941 9,941    
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
List of Attached Documents:
// Content
850 850 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
228 228   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
List of Attached Documents:
// Content
504 504    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,523 11,523 0 0
25 Contributions, gifts, grants paid....... 28,000 28,000
26 Total expenses and disbursements. Add lines 24 and 25 39,523 11,523 0 28,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -27,203
b Net investment income (if negative, enter -0-) 759
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 17,165 17,947 17,947
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow0      
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)....... 312,711 Click to see attachment
List of Attached Documents:
// Content
276,205 		307,739
c Investments—corporate bonds (attach schedule)....... 219,208 Click to see attachment
List of Attached Documents:
// Content
227,497 		202,252
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow12,000
Less: accumulated depreciation (attach schedule) right arrow   12,000 12,000 46,500
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 561,084 533,649 574,438
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 right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 561,084 533,649
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)..... 561,084 533,649
30 Total liabilities and net assets/fund balances (see instructions). 561,084 533,649
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
561,084
2
Enter amount from Part I, line 27a .....................
2
-27,203
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
533,881
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
232
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
533,649
Form 990-PF (2023)
Form 990-PF (2023)
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 28. GILEAD SCIENCES INC   2021-05-06 2023-01-04
b 46. KKR & CO INC - A   2021-08-05 2023-01-04
c 5. KKR & CO INC - A   2022-06-28 2023-01-05
d 18. KKR & CO INC - A   2019-08-23 2023-01-05
e 1. BOSTON BEER COMPANY   2022-02-23 2023-01-09
3. BOSTON BEER COMPANY   2022-02-23 2023-01-10
11. KKR & CO INC - A   2022-06-28 2023-01-11
8. SKYWORKS SOLUTIONS INC   2022-02-07 2023-01-11
15. SKYWORKS SOLUTIONS INC   2021-12-09 2023-01-11
34. FIDELITY NATL INFORMATION SV   2021-11-24 2023-01-12
.049 SITIO ROYALTIES CORP   2022-11-10 2023-01-12
17. GENERAL ELECTRIC CO   2021-11-08 2023-01-25
3. BOEING CO   2022-02-01 2023-01-26
72. CITIGROUP INC.   2022-01-19 2023-01-27
5. GE HEALTHCARE TECHNOLOGY   2021-11-08 2023-02-02
8. LIBERTY SIRIUSXM GROUP   2021-10-29 2023-02-02
3. ALIGN TECHNOLOGY INC   2022-06-28 2023-02-06
5. ALIGN TECHNOLOGY INC   2022-06-28 2023-02-09
28. ALPHABET INC CL-C   2018-09-19 2023-02-10
17. ALPHABET INC CL-C   2018-09-19 2023-02-14
4. BOEING CO   2022-02-01 2023-02-21
12. BOSTON SCIENTIFIC   2021-11-12 2023-02-21
8. MODERNA INC   2022-05-23 2023-02-21
17. FACEBOOK INC-A   2022-02-04 2023-02-23
2. BOEING CO   2022-02-01 2023-02-24
7. UNIVERSAL HLTH SVCS INC CL B   2022-04-12 2023-02-24
9. SCHLUMBERGER LTD   2021-11-24 2023-02-27
2. UNIVERSAL HLTH SVCS INC CL B   2022-04-12 2023-02-27
10. BERKSHIRE HATHAWAY INC DEL CL B NEW   2021-12-09 2023-02-28
5. ELECTRONIC ARTS COM   2023-02-10 2023-02-28
10. SCHLUMBERGER LTD   2021-11-24 2023-02-28
5. BERKSHIRE HATHAWAY INC DEL CL B NEW   2021-09-24 2023-03-01
11. SCHLUMBERGER LTD   2021-09-08 2023-03-01
28. SCHLUMBERGER LTD   2021-09-08 2023-03-07
3. BERKSHIRE HATHAWAY INC DEL CL B NEW   2021-09-24 2023-03-13
10. FACEBOOK INC-A   2022-02-04 2023-03-13
18. WESTERN ALLIANCE BANCORP   2023-01-27 2023-03-13
33. WESTERN ALLIANCE BANCORP   2021-08-05 2023-03-13
5. HUMANA INC   2022-10-12 2023-03-20
104.727 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2021-06-09 2023-03-21
28. LIBERTY SIRIUSXM GROUP   2021-10-29 2023-03-22
16. LIBERTY SIRIUSXM GROUP   2021-07-23 2023-03-24
60. COTERRA ENERGY   2022-11-02 2023-03-27
53. LIBERTY SIRIUSXM GROUP   2021-02-03 2023-03-27
7. CENTENE CORP   2021-11-04 2023-04-03
1. HUNTINGTON INGALLS INDS INC COM   2023-01-12 2023-04-03
2. MICROSOFT CORPORATION   2023-03-21 2023-04-03
13. SVB FINL GROUP COM   2023-03-02 2023-04-03
12. SITIO ROYALTIES CORP   2022-11-10 2023-04-03
1. VISA INC. - CL A   2023-03-15 2023-04-03
1. CONSTELLATION BRANDS   2021-10-08 2023-04-24
14. GE HEALTHCARE TECHNOLOGY   2021-12-22 2023-04-24
12. UBER TECHNOLOGIES INC   2023-02-09 2023-04-24
13. BOSTON SCIENTIFIC   2021-11-12 2023-04-25
15. DROPBOX INC - CLASS A   2021-12-07 2023-04-28
19. BOSTON SCIENTIFIC   2021-11-17 2023-05-01
2. AIR PRODUCTS & CHEMICALS INC   2022-03-25 2023-05-03
1. STARBUCKS CORP   2022-05-05 2023-05-03
6. STARBUCKS CORP   2022-04-27 2023-05-03
6. MICROSOFT CORPORATION   2023-03-21 2023-05-04
2. AIR PRODUCTS & CHEMICALS INC   2022-04-27 2023-05-10
4. AIR PRODUCTS & CHEMICALS INC   2022-04-27 2023-05-10
.667 GE HEALTHCARE TECHNOLOGY   2021-12-03 2023-05-16
1. UNIVERSAL HLTH SVCS INC CL B   2022-05-27 2023-05-17
7. UNIVERSAL HLTH SVCS INC CL B   2022-04-12 2023-05-17
5. APPLE COMPUTER, INC   2022-10-31 2023-05-24
14. UNIVERSAL HLTH SVCS INC CL B   2022-10-27 2023-05-24
1. BROADCOM INC   2023-02-28 2023-05-30
9. ALPHABET INC CL-C   2018-09-19 2023-06-05
4. AMAZON.COM INC   2021-08-30 2023-06-05
4. AMERICAN EXPRESS CO   2023-04-25 2023-06-05
6. AXOS FINANCIAL INC   2023-05-01 2023-06-05
17. BANK AMER CORP COM   2022-11-30 2023-06-05
6. BERRY PLASTICS GROUP INC.   2021-11-30 2023-06-05
1. BOEING CO   2022-01-31 2023-06-05
7. BOSTON SCIENTIFIC   2021-11-17 2023-06-05
1. BROADCOM INC   2023-02-28 2023-06-05
12. BROOKFIELD INFRASTRUCTURE CORP   2023-02-27 2023-06-05
11. BROOKFIELD RENEWABLE COR-A   2023-03-30 2023-06-05
6. CVS CORP   2022-11-10 2023-06-05
7. CENTENE CORP   2021-11-08 2023-06-05
2. CHEVRONTEXACO CORP   2023-01-27 2023-06-05
10. COMCAST CORP CL A   2021-12-16 2023-06-05
1. CONSTELLATION BRANDS   2021-10-08 2023-06-05
1. DANAHER CORP   2023-05-24 2023-06-05
28. DROPBOX INC - CLASS A   2021-12-07 2023-06-05
5. GENERAL ELECTRIC CO   2021-11-04 2023-06-05
2. HUNTINGTON INGALLS INDS INC COM   2023-01-12 2023-06-05
3. JACOBS SOLUTIONS INC   2021-04-07 2023-06-05
8. KRAFT HEINZ CO   2023-01-09 2023-06-05
1. LPL FINANCIAL HOLDINGS INC   2023-05-19 2023-06-05
1. MARKEL CORP   2023-01-05 2023-06-05
2. MICROSOFT CORPORATION   2022-05-25 2023-06-05
2. MODERNA INC   2022-05-16 2023-06-05
5. OCCIDENTAL PETROLEUM CO   2022-01-26 2023-06-05
5. PENNYMAC FINANCIAL SERVICES   2023-02-09 2023-06-05
2. RELIANCE STEEL & ALUMINUM CO   2023-02-21 2023-06-05
8. SITIO ROYALTIES CORP   2022-11-10 2023-06-05
17. T-MOBILE US INC   2022-01-26 2023-06-05
1. TESLA MOTORS INC   2023-02-28 2023-06-05
8. UBER TECHNOLOGIES INC   2023-02-09 2023-06-05
2. UNITED THERAPEUTICS CORP   2021-08-09 2023-06-05
2. VERTEX PHARMACEUTICALS INC   2023-02-23 2023-06-05
2. VISA INC. - CL A   2023-03-15 2023-06-05
12. WELLS FARGO & CO NEW   2021-06-09 2023-06-05
5. JOHNSON CONTROLS INTERNATIONAL   2023-02-09 2023-06-05
17. BOSTON SCIENTIFIC   2022-09-30 2023-06-06
7. BOSTON SCIENTIFIC   2021-11-17 2023-06-06
145.59 FIDELITY SPARTAN HIGH INCOME   2011-10-25 2023-06-06
93.216 HARDING LOEVNER INTL EQUITY FUND-IN   2021-06-09 2023-06-06
106.738 MFS LOW VOLATILITY GLOBAL EQUITY I   2021-06-09 2023-06-06
41.95 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2020-12-09 2023-06-06
44.836 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2021-06-09 2023-06-06
1. FACEBOOK INC-A   2020-04-20 2023-06-08
1. MICROSOFT CORPORATION   2022-05-25 2023-06-12
9. AMAZON.COM INC   2021-08-30 2023-06-13
13. UBER TECHNOLOGIES INC   2023-02-06 2023-06-13
3. AMAZON.COM INC   2021-06-15 2023-06-15
1. MICROSOFT CORPORATION   2022-06-16 2023-06-15
3. MICROSOFT CORPORATION   2022-05-25 2023-06-15
8. UBER TECHNOLOGIES INC   2023-02-06 2023-06-15
5. STARBUCKS CORP   2022-06-22 2023-06-21
10. STARBUCKS CORP   2022-05-05 2023-06-21
1. FACEBOOK INC-A   2019-02-01 2023-06-22
7. FACEBOOK INC-A   2019-02-01 2023-06-27
11. CARMAX INC   2022-03-30 2023-07-12
7. MODERNA INC   2022-05-20 2023-07-12
3. CARMAX INC   2022-03-30 2023-07-13
11. MODERNA INC   2022-06-16 2023-07-13
9. GENERAL ELECTRIC CO   2021-11-17 2023-07-19
7. GENERAL ELECTRIC CO   2021-11-24 2023-07-20
1. BERKSHIRE HATHAWAY INC DEL CL B NEW   2022-05-25 2023-07-21
4. CENTENE CORP   2023-05-17 2023-07-31
60. CENTENE CORP   2022-06-16 2023-07-31
21. GENERAL ELECTRIC CO   2021-12-22 2023-08-30
29. VENTAS INC COM REIT   2022-01-06 2023-08-30
3. CASEY'S GENERAL STORES INC   2022-04-12 2023-09-13
14. PENNYMAC FINANCIAL SERVICES   2023-03-01 2023-09-13
15. PENNYMAC FINANCIAL SERVICES   2023-03-01 2023-09-15
5. ALPHABET INC CL-C   2022-06-16 2023-09-21
18. BJS WHOSALE CLUB HOLDINGS   2022-11-03 2023-09-21
5. FACEBOOK INC-A   2022-06-16 2023-09-21
46.752 MFS LOW VOLATILITY GLOBAL EQUITY I   2021-06-09 2023-09-21
20. AXOS FINANCIAL INC   2023-05-01 2023-09-26
2. CASEY'S GENERAL STORES INC   2022-07-18 2023-09-26
27. AXOS FINANCIAL INC   2023-05-02 2023-09-27
8. SIMON PPTY GROUP INC NEW COM   2022-12-20 2023-09-28
2. AMAZON.COM INC   2021-06-15 2023-10-06
2. VERALTO CORP   2023-05-24 2023-10-06
.667 VERALTO CORP   2023-05-24 2023-10-11
9. SIMON PPTY GROUP INC NEW COM   2022-12-22 2023-10-25
2. BROADCOM INC   2022-07-27 2023-11-02
9. DROPBOX INC - CLASS A   2021-11-23 2023-11-03
3. FACEBOOK INC-A   2022-06-16 2023-11-06
39. DROPBOX INC - CLASS A   2021-11-23 2023-11-15
143. BANK AMER CORP COM   2023-06-05 2023-11-16
39. DROPBOX INC - CLASS A   2020-03-17 2023-11-16
18. SKYWORKS SOLUTIONS INC   2023-08-16 2023-11-24
22. CARMAX INC   2019-12-30 2023-11-29
17. SITIO ROYALTIES CORP   2022-11-17 2023-12-04
12. UBER TECHNOLOGIES INC   2022-09-16 2023-12-04
75. COTERRA ENERGY   2022-11-08 2023-12-05
35.951 SITIO ROYALTIES CORP   2023-05-10 2023-12-05
31.049 SITIO ROYALTIES CORP   2022-11-10 2023-12-05
4. CVS CORP   2022-11-02 2023-12-13
3. APPLE COMPUTER, INC   2022-10-31 2023-12-20
2. VERTEX PHARMACEUTICALS INC   2023-02-23 2023-12-20
2. AMAZON.COM INC   2021-06-15 2023-12-22
4. BERKSHIRE HATHAWAY INC DEL CL B NEW   2022-05-25 2023-12-22
3. MICROSOFT CORPORATION   2022-06-16 2023-12-22
5. SALESFORCE COM INC   2021-12-30 2023-12-22
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    
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    
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    
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    
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    
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    
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 2,410   1,818 592
b 2,222   1,423 799
c 238   246 -8
d 858   458 400
e 326   381 -55
965   1,142 -177
572   541 31
797   1,114 -317
1,494   2,428 -934
2,338   4,017 -1,679
1   2 -1
1,374   1,411 -37
639   621 18
3,726   4,699 -973
357   347 10
311   400 -89
1,065   752 313
1,656   1,198 458
2,647   1,639 1,008
1,589   995 594
822   828 -6
552   504 48
1,296   1,093 203
2,895   4,394 -1,499
397   401 -4
1,023   1,058 -35
485   285 200
293   302 -9
3,048   2,845 203
554   560 -6
542   310 232
1,523   1,389 134
604   305 299
1,529   749 780
912   834 78
1,811   1,839 -28
377   1,316 -939
691   1,871 -1,180
2,511   2,518 -7
5,982   7,905 -1,923
752   1,345 -593
406   728 -322
1,412   1,893 -481
1,388   2,210 -822
454   520 -66
210   229 -19
569   541 28
13   3,778 -3,765
294   367 -73
228   215 13
226   221 5
1,218   914 304
367   434 -67
669   546 123
305   370 -65
996   797 199
586   493 93
106   78 28
635   455 180
1,835   1,624 211
570   488 82
1,115   953 162
50   40 10
135   124 11
942   1,058 -116
855   765 90
1,768   1,603 165
821   588 233
1,144   527 617
499   686 -187
671   678 -7
237   244 -7
486   632 -146
368   422 -54
208   194 14
360   293 67
801   588 213
563   533 30
387   377 10
427   597 -170
473   520 -47
312   359 -47
393   517 -124
244   221 23
232   226 6
671   687 -16
523   410 113
415   455 -40
343   392 -49
304   340 -36
200   198 2
1,343   1,355 -12
675   519 156
259   273 -14
299   189 110
316   332 -16
481   484 -3
208   243 -35
2,250   1,815 435
218   205 13
325   279 46
439   424 15
668   588 80
455   430 25
489   554 -65
309   329 -20
859   676 183
354   293 61
1,073   1,264 -191
2,391   2,841 -450
1,600   1,754 -154
383   466 -83
2,618   3,384 -766
266   178 88
326   260 66
1,132   1,521 -389
540   435 105
379   505 -126
345   245 100
1,036   778 258
346   264 82
510   367 143
1,020   785 235
280   166 114
1,989   1,165 824
930   1,325 -395
891   946 -55
251   307 -56
1,393   1,370 23
987   736 251
780   560 220
347   310 37
271   265 6
4,068   3,552 516
2,410   1,562 848
1,263   1,552 -289
809   623 186
954   913 41
1,028   909 119
659   537 122
1,341   1,371 -30
1,479   816 663
698   768 -70
722   819 -97
553   408 145
976   1,054 -78
862   926 -64
255   337 -82
152   158 -6
59   53 6
944   1,034 -90
1,742   1,022 720
231   219 12
948   483 465
1,078   736 342
4,196   4,934 -738
1,046   629 417
1,703   1,912 -209
1,388   1,517 -129
374   504 -130
724   379 345
1,912   2,079 -167
768   900 -132
663   900 -237
295   396 -101
592   459 133
806   588 218
307   337 -30
1,425   1,219 206
1,123   735 388
1,333   1,285 48
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
      2,190
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       592
b       799
c       -8
d       400
e       -55
      -177
      31
      -317
      -934
      -1,679
      -1
      -37
      18
      -973
      10
      -89
      313
      458
      1,008
      594
      -6
      48
      203
      -1,499
      -4
      -35
      200
      -9
      203
      -6
      232
      134
      299
      780
      78
      -28
      -939
      -1,180
      -7
      -1,923
      -593
      -322
      -481
      -822
      -66
      -19
      28
      -3,765
      -73
      13
      5
      304
      -67
      123
      -65
      199
      93
      28
      180
      211
      82
      162
      10
      11
      -116
      90
      165
      233
      617
      -187
      -7
      -7
      -146
      -54
      14
      67
      213
      30
      10
      -170
      -47
      -47
      -124
      23
      6
      -16
      113
      -40
      -49
      -36
      2
      -12
      156
      -14
      110
      -16
      -3
      -35
      435
      13
      46
      15
      80
      25
      -65
      -20
      183
      61
      -191
      -450
      -154
      -83
      -766
      88
      66
      -389
      105
      -126
      100
      258
      82
      143
      235
      114
      824
      -395
      -55
      -56
      23
      251
      220
      37
      6
      516
      848
      -289
      186
      41
      119
      122
      -30
      663
      -70
      -97
      145
      -78
      -64
      -82
      -6
      6
      -90
      720
      12
      465
      342
      -738
      417
      -209
      -129
      -130
      345
      -167
      -132
      -237
      -101
      133
      218
      -30
      206
      388
      48
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 -1,022
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 right arrow 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) 1 11
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 11
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 11
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 52
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 52
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 41
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12 Refundedright arrow 11 29
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowNH
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 2023 or the taxable year beginning in 2023? 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
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 addressright arrow  
14
The books are in care ofright arrowTD Bank NA Telephone no.right arrow (877) 773-1229

Located atright arrow300 FRANKLIN ST - WEALTHMANCHESTERNH ZIP+4right arrow03101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		9,941    
300 FRANKLIN STREET
MANCHESTER,NH03101
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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.............right arrow0
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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
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
492,905
b
Average of monthly cash balances.......................
1b
15,125
c
Fair market value of all other assets (see instructions)................
1c
46,500
d
Total (add lines 1a, b, and c).........................
1d
554,530
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
554,530
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,318
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
546,212
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
27,311
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
27,311
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
11
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
11
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,300
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
27,300
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
27,300
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
28,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
28,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 27,300
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 140
b From 2019...... 2,689
c From 2020...... 384
d From 2021...... 742
e From 2022...... 6,289
f Total of lines 3a through e ........ 10,244
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 28,000
a Applied to 2022, 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 2023 distributable amount..... 27,300
e Remaining amount distributed out of corpus 700
5 Excess distributions carryover applied to 2023. 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 10,944
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		140
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,804
10 Analysis of line 9:
a Excess from 2019.... 2,689
b Excess from 2020.... 384
c Excess from 2021.... 742
d Excess from 2022.... 6,289
e Excess from 2023.... 700
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LEAH MACDALL
C/O TD BANK NA 5 Commerce Park No
Bedford,NH03110
(877) 773-1229
bThe form in which applications should be submitted and information and materials they should include:
AVAILABLE UPON REQUEST
cAny submission deadlines:
APRIL 15TH EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
AWARDS LIMITED TO THOSE INVOLVED IN MUSIC EDUCATION, PREVENTION OF CRUELTY TO ANIMALS, LAND PRESERVATION AND VICTIMS OF CRIMINAL DELINQUENCY
Form 990-PF (2023)
Form 990-PF (2023)
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

ANIMAL RESCUE LEAGUE OF
NEW HAMPSHIRE
545 ROUTE 101
BEDFORD,NH03110 		NONE 501(C)(3) DAILY OPERATIONS 2,500

POPE MEMORIAL SPCA
OF CONCORD MERRIMACK COUNTY
94 SILK FARM ROAD
CONCORD,NH03301 		NONE 510(C)(3) DAILY OPERATIONS 2,500

MANCHESTER COMMUNITY MUSIC SCHOOL

2291 ELM STREET
MANCHESTER,NH03104 		NONE PC DAILY OPERATIONS 2,500

COURT APPOINTED SPECIAL ADVOCATES
OF NEW HAMPSHIRE
PO BOX 1327
MANCHESTER,NH031051327 		NONE 501(C)(3) DAILY OPERATIONS 3,000

THE COLONIAL THEATRE GROUP INC
ERIC WEISENBERGER
95 MAIN STREET
KEENE,NH03431 		NONE 501(C)(3) DAILY OPERATIONS 1,000

THE GRAPEVINE FAMILY & COMMUNITY
RESOURCE CENTER
4 AIKEN STREET
ANTRIM,NH03440 		NONE PC DAILY OPERATIONS 1,500

NEW ENGLAND KURN HATTIN HOMES

708 KURN HATTIN ROAD
WESTMINSTER,VT05158 		NONE PC DAILY OPERATIONS 1,500

THE HISTORICAL SOCIETY OF
WINDHAM COUNTY
PO BOX 246
NEWFANE,VT05345 		NONE PC DAILY OPERATIONS 2,000

CONCORD COMMUNITY MUSIC SCHOOL
ATTN DANIEL ACSADI
23 WALL STREET
CONCORD,NH03301 		NONE PC DAILY OPERATIONS 2,500

UPREACH THERAPEUTIC RIDING CENTER

153 PAIGE HILL ROAD
GOFFSTOWN,NH03045 		NONE PC DAILY OPERATIONS 2,500

THE MAYHEW PROGRAM
NEWFOUND LAKE
PO BOX 120
BRISTOL,NH03222 		NONE PC DAILY OPERATIONS 1,500

DRAFT GRATITUDE

148 ASHUELOT STREET
WINCHESTER,NH03470 		NONE 501(C)(3) DAILY OPERATIONS 2,500

LIVE AND LET LIVE FARM INC

20 PARADISE LANE
CHICHESTER,NH03258 		NONE PC DAILY OPERATIONS 2,500
Total .................................right arrow 3a 28,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 12,282  
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 -1,022  
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) ..   12,320  
13Total. Add line 12, columns (b), (d), and (e)..................
13
12,320
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 850 850    

TY 2023 InvestmentsCorpBondsSchedule
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Name of Bond End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS - FIXED INCOME 227,497 202,252

TY 2023 InvestmentsCorpStockSchedule
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 163,873 195,419
MUTUAL FUNDS - EQUITIES 112,332 112,320

TY 2023 OtherDecreasesSchedule
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Description Amount
RETURN OF CAPITAL/WASH SALE ADJUSTMENT 232


TY 2023 OtherExpensesSchedule
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 338 338   0
OTHER NON-ALLOCABLE EXPENSE - 166 166   0


TY 2023 OtherIncomeSchedule2
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER REVENUE 1,060 0  


TY 2023 TaxesSchedule
Name:
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
EIN:
02-6091650
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 9 9   0
REAL ESTATE TAX ON NON-RENTAL 113 113   0
FOREIGN TAXES ON QUALIFIED FOR 92 92   0
FOREIGN TAXES ON NONQUALIFIED 14 14   0