TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025

Name of foundation
Edwin C Remick Testamentary Trust

Number and street (or P.O. box number if mail is not delivered to street address)PO 575
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Laconia, NH032470575

A Employer identification number

02-6098262

B Telephone number (see instructions)

(603) 524-4380

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$19,457,120J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	12,493		12,493
4	Dividends and interest from securities...	521,482		521,482
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		800,333
b	Gross sales price for all assets on line 6a 7,343,353
7	Capital gain net income (from Part IV, line 2)...			800,333
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........	1,334,308		1,334,308
13	Compensation of officers, directors, trustees, etc.	54,600		21,840	32,760
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	9,893	3,597	6,296
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,150	1,290	860
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	53,682	53,682	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	7,688	3,685	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	21,113	14,152	6,961
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	149,126		98,246	46,877
25	Contributions, gifts, grants paid.......	782,000			782,000
26	Total expenses and disbursements. Add lines 24 and 25	931,126		98,246	828,877
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	403,182
b	Net investment income (if negative, enter -0-)			1,236,062
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	365,642	334,488	334,488
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	2,345,919	List of Attached Documents: // Content 1,329,920	1,329,920
	b	Investments—corporate stock (attach schedule).......	13,358,299	List of Attached Documents: // Content 14,906,953	14,906,953
	c	Investments—corporate bonds (attach schedule).......	532,254	List of Attached Documents: // Content 1,540,777	1,540,777
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,517,355	List of Attached Documents: // Content 1,344,982	1,344,982
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	18,119,469	19,457,120	19,457,120
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	18,119,469	19,457,120
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	18,119,469	19,457,120
	30	Total liabilities and net assets/fund balances (see instructions).	18,119,469	19,457,120

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

18,119,469

Enter amount from Part I, line 27a .....................

403,182

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

934,469

Add lines 1, 2, and 3 ..........................

19,457,120

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

19,457,120

Form 990-PF (2024)

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	Publicly Traded Securities
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	7,343,353	6,543,020	800,333
b
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			800,333
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	800,333
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	17,181
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	17,181
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	17,181
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	7,600
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	7,600
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.......		9	9,581
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

Normandin Cheney Oneil PLLC Telephone no. right arrow

(603) 524-4380

Located at right arrow

213 Union AvenueLaconiaNH ZIP+4 right arrow

03246

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

16 At any time during calendar year 2024, 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 (2024)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

Yes

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2024? .............

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)):

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(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)

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 ........

Yes

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

Yes

If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment

List of Attached Documents:

// Content

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
Robert A Dietz	Trustee 1.50	22,200
PO Box 575 Laconia,NH032470575	Trustee 1.50	22,200
Mark Temkin	Trustee 2.00	16,200
PO Box 575 Laconia,NH032470575	Trustee 2.00	16,200
Linda Normandin	Trustee 1.50	16,200
PO Box 575 Laconia,NH032470575	Trustee 1.50	16,200

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...................				0

Form 990-PF (2024)

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 arrow

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 (2024)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

18,239,200

Average of monthly cash balances.......................

483,733

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

18,722,933

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

18,722,933

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

280,844

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

18,442,089

Minimum investment return. Enter 5% (0.05) of line 5................

922,104

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.)

Minimum investment return from Part IX, line 6..................

922,104

Tax on investment income for 2024 from Part V, line 5 .......

17,181

Income tax for 2024. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

17,181

Distributable amount before adjustments. Subtract line 2c from line 1............

904,923

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

904,923

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

904,923

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

828,877

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

828,877

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				904,923
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			209,686
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 828,877
a Applied to 2023, but not more than line 2a			209,686
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 2024 distributable amount.....				619,191
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	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	0
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				285,732
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

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 right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2024)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Edwin C Remick Foundation 58 Cleveland Hill Road Tamworth,NH03886	N/A	POF	General Support for Farm Museum	782,000
Total ................................. 3a				782,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	(e) Related or exempt function income (See instructions.)
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	12,493
4 Dividends and interest from securities ....			14	521,482
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	800,333
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		1,334,308	0

13Total. Add line 12, columns (b), (d), and (e)..................

1,334,308

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2024)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Accounting Fees	2,150	1,290		860

- TIN:

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

TY 2024 ExpenditureResponsibilityStmt

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

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
The Edwin C Remick Foundation	58 Cleveland Hill Road Tamworth,NH03886	2025-06-01	782,000	To support the Remick Country Doctor Museum and Farm, one of only three country doctor museums in the U.S. Visitors learn about the contributions once made by country doctors, as well as NH's agricultural and rural past. Interactive learning opportunities offer an enriched experience.	782,000	To the Trust's knowledge, there were no diversions of funds by the grantee.	See Below	2025-08-04	The narratives and financial reports from the Foundation are reviewed on a regular basis by the Trust before any funds are distributed to the Foundation. These reports are received on an ongoing basis from the Foundation in various forms, including: - Monthly newsletter reports from the Foundation - Regular meetings with the Museum's Executive Director - Review of the Foundation's audited financial statements - Review of the Foundation's budgetAdditionally, the Foundation provided a statement signed by the Board Chair that all grant funds were expended for charitable purposes and that no grant funds were used by the Edwin C. Remick Foundation for any of the following purposes: to attempt to influence legislation or the outcome of any specific public election; to carry on directly or indirectly, any voter registration drive; to make grants to individuals or to other non-charitable organizations; or to undertake any activities for a non-charitable purpose.

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Name of Bond	End of Year Book Value	End of Year Fair Market Value
15000 units Abbvie @ 3.2% due 11/21/2029	14,348	14,348
10000 units Air Lease Corp @ 1.875% due 8/15/2026	9,722	9,722
10000 units Alexandria Real Estate @ 4.9% due 12/15/2030	10,071	10,071
27000 units American Express @ 5.098% due 2/16/2028	27,306	27,306
27000 units American Honda Fincl Corp @ 4.9% due 3/12/2027	27,240	27,240
10000 units American Tower Corp. @ 3.375% due 10/15/2026	9,872	9,872
27000 units AmGem, Inc. @ 5.15% due 3/2/2028	27,588	27,588
27000 units Bank Nova Scotia @ 5.35% due 12/7/2026	27,380	27,380
41000 units Bank of America Corp @ 5.015% due 7/22/2023	41,480	41,480
21000 units BHP Billiton @ 5% due 2/21/2030	21,439	21,439
27000 units Blackrock, Inc. @ 5% due 3/14/2034	27,587	27,587
27000 units Bristol-Myers Squibb @ 4.9% due 2/22/2029	27,644	27,644
30000 units California ST Taxable Var @ 5.15% due 9/1/2034	30,783	30,783
29000 untis Canadian Imperial Bank @ 1.25% due 6/22/2026	28,125	28,125
16000 units Carrier Global Corp @ 2.7% due 2/15/20231	14,555	14,555
20000 units Charles Schwab @ 5.853% due 5/19/2034	21,246	21,246
42000 units Citigroup @ 4.91% due 5/24/2033	41,906	41,906
28000 units Citizens Fn'l Corp @ 5.718% due 7/23/2032	28,967	28,967
13000 units CNH Industrial @ 5.5% due 1/12/2023	13,415	13,415
15000 units Comcast Corp @ 3.4% due 4/1/2030	14,383	14,383
28000 units CVS Health @ 4.3% due 3/25/2028	27,885	27,885
27000 units DTE Energy @ 4.95% due 7/1/2027	27,309	27,309
21000 units Duke Energy @ 5.05% due 3/15/35	21,089	21,089
28000 units Elevance Health @ 3.65% due 12/1/2027	27,668	27,668
5000 units Enbridge Inc. @ 4.25% due 12/1/2026	4,990	4,990
5000 units Enbridge Inc. @ 5.7% due 3/8/2033	5,184	5,184
10000 units Energy Transfer @ 4.2% due 4/15/2027	9,960	9,960
20000 units Eversource Energy @ 1.65% due 8/15/2030	17,359	17,359
10000 units Exelon Corp. @ 3.4% due 4/15/2026	9,912	9,912
15000 units Fifth Third Bancorp @ 6.361% due 10/27/28	15,637	15,637
28000 units Goldman Sachs @ 3.814% due 4/23/2029	27,554	27,554
800 units I-Shares Core US Aggregate	79,360	79,360
20000 units John Deere Corp. @ 4.95% due 7/14/2028	20,491	20,491
47000 units JP Morgan Chase & Co. @ 2.58% due 4/22/2032	41,974	41,974
60000 units La Quinta @ 1.978% due 9/1/2028	55,882	55,882
28000 units Lowes Co. @ 4.5% due 4/15/2030	28,214	28,214
75000 units MA State Schl Bldg @ 1.503% due 8/15/2028	69,566	69,566
45000 units Michigan ST Dev Auth @ 4.524% due 6/1/2031	44,872	44,872
25000 units Morgan Stanley @ 6.342% due 10/18/2033	27,143	27,143
10000 units MPLX LP Note @ 1.75% due 3/1/2026	9,807	9,807
20000 units Nat'l Rural Utilities Co. @ 5% due 2/7/2031	20,501	20,501
15000 units Nextera Energy @ 4.9% due 2/28/2028	15,202	15,202
55000 units Okaloosa FL Gas Dist @ 5.1% due 10/1/2028	56,747	56,747
35000 units Pfizer Inv Ent @ 4.75% due 5/19/2033	34,936	34,936
27000 units PNC Fnl Svcs @ 4.758% due 1/26/2027	27,039	27,039
55000 units Port Morrow @ 4.83% due 9/1/2031	56,722	56,722
14000 units Public Service Elec & Gas @ 4.9% due 12/15/2032	14,251	14,251
26000 units Royal Bank Canada @ 6% due 11/1/2027	27,009	27,009
5000 units Ryder Systems @ 6.3% due 12/1/2028	5,299	5,299
28000 units Simon Property Group @ 3.375% due 6/15/2027	27,570	27,570
20000 units T-Mobile @ 4.85% due 1/15/2029	20,278	20,278
42000 units Toronto Dominion @ 4.108% due 6/8/2027	41,834	41,834
10000 units Total Cap Int'l @ 3.455% due 2/19/2029	9,772	9,772
15000 units Toyota Mtr @ 4.625% due 1/12/2028	15,182	15,182
25000 Truist Fin Corp. @ 4.26% due 7/28/2026	24,990	24,990
28000 units United Health Group @ 4.6% due 4/15/2027	28,454	28,454
15000 units Walt Disney @ 2% due 9/1/2029	13,773	13,773
15000 units Waste Mgmnt @ 4.875% due 2/15/2034	15,206	15,206
28000 units Wells Fargo @ 3.584% due 5/22/2028	27,569	27,569
21000 units Willis North @ 5.35% due 5/15/2033	21,530	21,530

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Name of Stock	End of Year Book Value	End of Year Fair Market Value
4058 units Abbott Laboratories	551,929	551,929
2094 units Advance Micro Devices, Inc.	297,139	297,139
2492 units Alphabet Inc	439,165	439,165
3825 units Alps ETF TR Alerian	186,890	186,890
692 units Amazon	151,818	151,818
1280 units American Express Co	408,294	408,294
1419 units American Tower Corp	313,627	313,627
3030 units Apple Inc	621,665	621,665
13158 units AT&T Inc	380,793	380,793
1075 units Automatic Data Proc Inc	331,530	331,530
7979 units Bank Of America Corp	377,566	377,566
2068.609 units Blackrock Health Sciences	137,707	137,707
7821 units Carrier Global Corp	572,419	572,419
5349 units Corning Inc	281,304	281,304
229 units Crowd Strike Holdings	116,632	116,632
1614 units Crown Castle Int'l Corp	165,806	165,806
877 units Danaher Corp	173,243	173,243
2141 units Diageo ADR	215,898	215,898
980 units Honeywell Int'l	228,222	228,222
1229 units I-Shares S&P 600 Smallcap Growth	163,506	163,506
3322 units Johnson & Johnson	507,436	507,436
3931 units JP Morgan Chase & Co	1,139,636	1,139,636
586 units Lockheed Martin	271,400	271,400
961 units McDonalds Corp	280,775	280,775
3430 units Merck & Co	271,519	271,519
206 units Meta Platforms	152,047	152,047
4675 units Microchip Technology Inc	328,980	328,980
961 units Microsoft Corp	478,011	478,011
3489 units Mondelez Intl Inc	235,298	235,298
2860 units Nestle SA	284,055	284,055
3028 units Nextera Energy, Inc.	210,204	210,204
1613 units Nike, Inc.	114,588	114,588
1603 units Nvidia Corp.	253,258	253,258
12136.834 units Oakmark Int'l	368,110	368,110
734 units Palo Alto Networks	150,206	150,206
2878 units Pepsico Inc.	380,011	380,011
2800 units Qualcomm Inc	445,928	445,928
3382 units Raytheon Technologies	493,840	493,840
3983 units Starbucks Corp	364,962	364,962
582 units Tesla, Inc.	184,878	184,878
2767 units TJX Co	341,697	341,697
3441 units Uber Technologies	321,045	321,045
2453 units sVertiv Holdings, LLC	314,990	314,990
547 units Visa Inc	194,212	194,212
2053 units Walt Disney Corp	254,593	254,593
2928 units Welltower Inc	450,121	450,121

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

US Government Securities - End of Year Book Value:

1,086,666

US Government Securities - End of Year Fair Market Value:

1,086,666

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

243,254

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

243,254

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
8890.631 units Baron Emerging Markets Fund	FMV	158,609	158,609
1128.356 units Baron Partners Fund	FMV	229,733	229,733
6382.257 units Guggenheim Total Return Bond	FMV	152,727	152,727
7514.719 units Lyrical US Val Eq Fund	FMV	216,724	216,724
13691.865 units Pimco Rae US Fund	FMV	189,906	189,906
14531.211 units WCM Focused Int'l Growth Fund	FMV	397,283	397,283

- TIN:

TY 2024 LegalFeesSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Legal Fees	9,893	3,597		6,296

- TIN:

TY 2024 OtherExpensesSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
Probate Bond Renewal	6,848	0	6,848
Annual Filing Fees	75	30	45
Probate Filing Fee	85	34	51
Administrative Expenses	14,105	14,088	17

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Description	Amount
Unrealized Gains on Investments	934,469

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Wealth Enhancement Group	53,682	53,682		0

- TIN:

TY 2024 TaxesSchedule

Name:

Edwin C Remick Testamentary Trust

EIN:

02-6098262

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Foreign Taxes	3,685	3,685		0
Excise Taxes	4,003	0		0