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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE COUCH FAMILY FOUNDATION
C/O CF ADVISORS
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 151
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HANOVER, NH03755
A Employer identification number

10-0000573
B Telephone number (see instructions)

(603) 643-3441
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$171,012,142J 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... 2,945,611 2,945,611  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,396,278
b Gross sales price for all assets on line 6a 32,919,922
7 Capital gain net income (from Part IV, line 2)... 7,907,128
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)....... Click to see attachment
List of Attached Documents:
// Content
4,090 4,090  
12 Total. Add lines 1 through 11........ 8,345,979 10,856,829  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 272,539 0   272,539
14 Other employee salaries and wages...... 172,642 0   172,642
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,440 13,720   13,720
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,561,524 1,473,452   1,088,073
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
267,484 208,630   28,854
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 23,112 0   23,112
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,324,741 1,695,802   1,598,940
25 Contributions, gifts, grants paid....... 6,107,259 6,107,259
26 Total expenses and disbursements. Add lines 24 and 25 9,432,000 1,695,802   7,706,199
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,086,021
b Net investment income (if negative, enter -0-) 9,161,027
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 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............. 3,201,287 9,379,467 9,379,467
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow        
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)....... 98,976,910 Click to see attachment
List of Attached Documents:
// Content
82,003,533 		126,961,911
c Investments—corporate bonds (attach schedule)....... 18,591,913 Click to see attachment
List of Attached Documents:
// Content
27,169,093 		29,736,437
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).......... 3,713,007 Click to see attachment
List of Attached Documents:
// Content
4,845,003 		4,934,327
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 124,483,117 123,397,096 171,012,142
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 124,483,117 123,397,096
29 Total net assets or fund balances (see instructions)..... 124,483,117 123,397,096
30 Total liabilities and net assets/fund balances (see instructions). 124,483,117 123,397,096
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
124,483,117
2
Enter amount from Part I, line 27a .....................
2
-1,086,021
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
123,397,096
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
123,397,096
Form 990-PF (2024)
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 BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES P    
b BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES P    
c BBH WEALTH STRATEGIES, LLC - CLARKSTON CAPITAL PARTNERS SMALL-MID CAP SERIES P    
d BBH WEALTH STRATEGIES, LLC - SELECT EQUITY SERIES P    
e BBH WEALTH STRATEGIES, LLC - SELECT EQUITY SERIES P    
BBH WEALTH STRATEGIES, LLC-GQG PARTNERS EMERGING MARKETS EQUITY SERIES P    
BBH WEALTH STRATEGIES, LLC-GQG PARTNERS EMERGING MARKETS EQUITY SERIES P    
BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP P    
BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP P    
BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES P    
BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES P    
BBH WEALTH STRATEGIES, LLC - AROHI EMERGING ASIA P    
BBH WEALTH STRATEGIES, LLC - AROHI EMERGING ASIA P    
BBH WEALTH STRATEGIES, LLC - MAKAIRA PARTNERS P    
BBH WEALTH STRATEGIES, LLC - MAKAIRA PARTNERS P    
BBH WEALTH STRATEGIES, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES P    
BBH WEALTH STRATEGIES, LLC - TRINITY STREET INTERNATIONAL PARTNERS SERIES P    
BBH WEALTH STRATEGIES, LLC - BOWIE GLOBAL EQUITY P    
PUBLICLY TRADED SECURITIES      
GAIN ON DISPOSITION OF BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIE P    
LOSS ON DISPOSITION OF BBH WEALTH STRATEGIES, LLC - AROHI EMERGING ASIA SERI P    
BBH CP UPL CO-INVESTMENT LLC P    
BBH CEDAR STREET EQUITY INTERMEDIATE FUND LP P    
LOSS ON DISPOSITION OF BBH CP UPL CO-INVESTMENT P    
BBH AH CAYMAN LP P    
BBH AH CAYMAN LP P    
DISPOSITION OF BBH MAKAIRA PARTNERS SERIES P    
CAPITAL GAINS 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     54,337 -54,337
b 1,115,675     1,115,675
c 30,487     30,487
d     51,350 -51,350
e 834,685     834,685
474,810     474,810
1,358,618     1,358,618
    94,347 -94,347
    7,784 -7,784
2,225     2,225
1,086,311     1,086,311
1,303     1,303
1,641     1,641
    19,746 -19,746
1,124,876     1,124,876
129,933     129,933
314,991     314,991
    9,765 -9,765
9,290,834   7,796,888 1,493,946
8,606,695   8,602,651 4,044
21,472   21,551 -79
145,388     145,388
171     171
281,967   282,033 -66
    234 -234
24,590     24,590
8,072,108   8,072,108 0
1,142     1,142
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       -54,337
b       1,115,675
c       30,487
d       -51,350
e       834,685
      474,810
      1,358,618
      -94,347
      -7,784
      2,225
      1,086,311
      1,303
      1,641
      -19,746
      1,124,876
      129,933
      314,991
      -9,765
      1,493,946
      4,044
      -79
      145,388
      171
      -66
      -234
      24,590
      0
      1,142
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 7,907,128
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) 1 127,338
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........................... 3 127,338
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- ..... 5 127,338
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 85,592
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 185,592
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 1,567
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 56,687
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow56,687 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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, MA
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowANDERSEN TAX LLC Telephone no.right arrow (617) 292-8400

Located atright arrow125 HIGH STREET 16TH FLOORBOSTONMA ZIP+4right arrow02110
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 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)
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
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
RICHARD W COUCH TRUSTEE
1.00 		0 0 0
PO BOX 151
HANOVER,NH03755
BARBARA J COUCH TRUSTEE
1.00 		0 0 0
PO BOX 151
HANOVER,NH03755
SARA VECCHIOTTI EXECUTIVE DIRECTOR
40.00 		272,539 0 0
PO BOX 151
HANOVER,NH03755
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
BROOKE FREELAND MANAGER
15.00 		76,154 0 0
PO BOX 151
HANOVER,NH03755
SARAH S ROBINSON MANAGER
1.00 		56,058 0 0
30 MAX LANE
CONCORD,NH03301
KIMBERLY N COOPER MANAGER
1.00 		40,431 0 0
10 LANEHOLM DR
CLAREMONT,NH03743
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
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
BROWN BROTHERS HARRIMAN INVESTMENT ADVISORY 423,416
140 BROADWAY
NEW YORK,NY10005
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
161,497,824
b
Average of monthly cash balances.......................
1b
8,061,958
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
169,559,782
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
169,559,782
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,543,397
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
167,016,385
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
8,350,819
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
8,350,819
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
127,338
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
127,338
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
8,223,481
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
8,223,481
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
8,223,481
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
7,706,199
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,706,199
Form 990-PF (2024)
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 8,223,481
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 5,141,727
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: right arrow$ 7,706,199
a Applied to 2023, but not more than line 2a 5,141,727
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..... 2,564,472
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 .......... 		5,659,009
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)
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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
RICHARD W COUCH
BARBARA J COUCH
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)
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)
aPaid during the year

ASSET FUNDERS NETWORK

1426 DEMPSTER AVE
EVANSTON,IL60202 		  PC GENERAL SUPPORT 3,500

BARNARTS CENTER FOR THE ARTS COMPANY

PO BOX 41
BARNARD,VT05031 		  PC GENERAL SUPPORT 10,000

BIG BROTHERS BIG SISTERS OF CAPE COD & THE ISLANDS

684 MAIN ST
HYANNIS,MA02601 		  PC GENERAL SUPPORT 15,000

BLACK HERITAGE TRAIL OF NEW HAMPSHIRE

222 COURT STREET
PORTSMOUTH,NH03801 		  PC GENERAL SUPPORT 15,000

BUILD BRIGHT FUTURES STATE COUNCIL INC

600 BLAIR PARK SUITE 160
WILLISTON,VT05495 		  PC GENERAL SUPPORT 10,000

CAMP JABBERWOCKY- MARTHAS VINEYARD CEREBRAL PALSY CAMP

200 GREENWOOD AVE
VINEYARD HAVEN,MA02568 		  PC GENERAL SUPPORT 15,000

CAPE AND ISLANDS UNITED WAY

96 MAIN ST 12
HYANNIS,MA02601 		  PC GENERAL SUPPORT 5,000

CARSEY SCHOOL OF PUBLIC POLICY UNIVERSITY SYSTEM

73 MAIN ST HUDDLESTON HALL
DURHAM,NH03824 		  PC GENERAL SUPPORT 536,500

CENTRAL VERMONT ADULT BASIC EDUCATION INC

46 WASHINGTON STREET SUITE 100
BARRE,VT05641 		  PC GENERAL SUPPORT 10,000

CHANGING PERSPECTIVES

PO BOX 694
BRADFORD,VT05033 		  PC GENERAL SUPPORT 10,000

CHILD CARE CENTER IN NORWICH INC

75 MONTSHIRE RD
NORWICH,VT05055 		  PC GENERAL SUPPORT 30,000

CHILD CARE NETWORK COLLABORATIVE

129 PLEASANT STREET
CONCORD,NH03301 		  PC GENERAL SUPPORT 76,000

CHOSEN VALE INC DBA ENFIELD SHAKER MUSEUM

447 NH ROUTE 4A
ENFIELD,NH03748 		  PC GENERAL SUPPORT 10,000

CLAREMONT LEARNING PARTNERSHIP

169 MAIN ST
CLAREMONT,NH03743 		  PC GENERAL SUPPORT 72,600

CLAREMONT OPERA HOUSE

58 OPERA HOUSE SQUARE
CLAREMONT,NH03743 		  PC GENERAL SUPPORT 10,000

COLGATE UNIVERSITY

13 OAK DRIVE
HAMILTON,NY13346 		  PC GENERAL SUPPORT 25,000

COMMONWEALTH CORP FOUNDATION

33 HARRISON AVENUE
BOSTON,MA02111 		  PC GENERAL SUPPORT 25,000

COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY (CAPSC)

577 CENTRAL AVE 10
DOVER,NH03820 		  PC GENERAL SUPPORT 42,400

COMMUNITY ACTION PARTNERSHIP OF STRAFFORD COUNTY (CAPSC)

577 CENTRAL AVE 10
DOVER,NH03820 		  PC GENERAL SUPPORT 16,500

COMMUNITY FOR WOODSTOCK

281 BARNARD RD
WOODSTOCK,VT05091 		  PC GENERAL SUPPORT 15,000

COURT APPOINTED SPECIAL ADVOCATES (CASA) OF NEW HAMPSHIRE

138 COOLIDGE AVE
MANCHESTER,NH03102 		  PC GENERAL SUPPORT 10,000

COVER HOME REPAIR INC

158 SOUTH MAIN STREET
WHITE RIVER JUNCTION,VT05001 		  PC GENERAL SUPPORT 10,000

CREATIVE LIVES EFFECTIVE

PO BOX 23
THETFORD,VT05074 		  PC GENERAL SUPPORT 26,100

CREATIVE PRESCHOOL INC

50 COCHITUATE RD
WAYLAND,MA01778 		  PC GENERAL SUPPORT 32,000

DARTMOUTH-HITCHCOCK FRIENDS OF THE NORRIS COTTON CANCER CENTER

ONE MEDICAL CENTER DRIVE HB 7070
LEBANON,NH03756 		  PC GENERAL SUPPORT 15,000

DARTMOUTH'S CENTER FOR SOCIAL IMPACTALBERT SCHWEITZER

6154 SOUTH FAIRBANKS HALL
HANOVER,NH03755 		  PC GENERAL SUPPORT 10,000

DIGNITY MATTERS INC

25 BRIGHAM ST
WESTBOROUGH,MA01581 		  PC GENERAL SUPPORT 10,000

DISMAS OF VERMONT

PO BOX 156
HYDE PARK,VT05655 		  PC GENERAL SUPPORT 10,000

EARLY CARE AND EDUCATION ASSOCIATION - ECEA

PO BOX 5428
LEBANON,NH03784 		  PC GENERAL SUPPORT 605,000

EARLY CHILDHOOD BEHAVIORAL HEALTH PROGRAM EXPANSION

86 WEST STREET
KEENE,NH03431 		  PC GENERAL SUPPORT 75,000

FINDING OUR STRIDE

256 TUCKER HILL ROAD
NORWICH,VT05055 		  PC GENERAL SUPPORT 15,000

FOUNDATION FOR UNDERWAY EXPERIENTIAL LEARNING (FUEL)

PO BOX 1233
VINEYARD HAVEN,MA02568 		  PC GENERAL SUPPORT 100,000

FRIENDS OF MASCOMA FOUNDATION

9 ON THE COMMON LN
CANAAN,NH03741 		  PC GENERAL SUPPORT 10,000

GARDEN GATE CHILD DEVELOPMENT

249 N MAIN ST
NATICK,MA01760 		  PC GENERAL SUPPORT 25,000

GOOD BEGINNINGS OF THE UPPER VALLEY

PO BOX 5054
WEST LEBANON,NH03784 		  PC GENERAL SUPPORT 10,000

GOOD NEIGHBOR HEALTH CLINIC AND RED LOGAN DENTAL

70 N MAIN ST
WHITE RIVER JUNCTION,VT05001 		  PC GENERAL SUPPORT 25,000

GRAFTON COUNTY SENIOR CITIZENS COUNCIL INC

10 CAMBELL STREET
LEBANON,NH03766 		  PC GENERAL SUPPORT 25,000

GREATER UPPER VALLEY INTEGRATED SERVICES TEAM (GUVIST)- PUBLIC H

ONE COURT STREET 365
LEBANON,NH03766 		  PC GENERAL SUPPORT 98,661

HARTFORD COMMUNITY COALITION

PO BOX 4343
WINDSOR,VT05001 		  PC GENERAL SUPPORT 5,000

HIGH HORSES THERAPEUTIC RIDING PROGRAM

138 HORSE FARM RD BOX 278
SHARON,VT05065 		  PC GENERAL SUPPORT 10,000

HUNGER FREE VERMONT

38 EASTWOOD DR
SOUTH BURLINGTON,VT05403 		  PC GENERAL SUPPORT 15,000

INCLUSIVE ARTS VERMONT

21 CARMICHAEL ST 206
ESSEX JUNCTION,VT05452 		  PC GENERAL SUPPORT 10,000

ISLAND GROWN INITIATIVE LTD

PO BOX 622
VINEYARD HAVEN,MA02568 		  PC GENERAL SUPPORT 20,000

KIMBALL WELLNESS

1478 BLOODBROOK RD
FAIRLEE,VT05045 		  PC GENERAL SUPPORT 5,000

LET'S GROW KIDS

19 MARBLE AVENUE SUITE 4
BURLINGTON,VT05401 		  PC GENERAL SUPPORT 50,000

LOVING MOMS TOGETHER EFFECTIVE

136 STATE ROUTE 101A
AMHERST,NH03031 		  PC GENERAL SUPPORT 4,000

MACDOWELL

100 HIGH STREET
PETERBOROUGH,NH03458 		  PC GENERAL SUPPORT 16,000

MARTHA'S VINEYARD BOYS & GIRLS CLUB

PO BOX 654
EDGARTOWN,MA02539 		  PC GENERAL SUPPORT 25,000

MARY HITCHCOCK MEMORIAL HOSPITAL DARTMOUTH-HITCHCOCK

1 MEDICAL CENTER DRIVE
LEBANON,NH03756 		  PC GENERAL SUPPORT 50,000

MASSACHUSETTS AUDUBON SOCIETY

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		  PC GENERAL SUPPORT 17,300

MASSACHUSETTS AUDUBON SOCIETY

208 SOUTH GREAT ROAD
LINCOLN,MA01773 		  PC GENERAL SUPPORT 9,000

MAYHEW PROGRAM

293 W SHORE RD
BRISTOL,NH03222 		  PC GENERAL SUPPORT 10,000

MOMSRISING

12011 BEL-RED ROAD SUITE 206
BELLEVUE,WA98005 		  PC GENERAL SUPPORT 491,500

MONTSHIRE MUSEUM OF SCIENCE

1 MONTSHIRE RD
NORWICH,VT05055 		  PC GENERAL SUPPORT 33,800

MOONRISE THERAPEUTICS

PO BOX 90
TAFTSVILLE,VT05073 		  PC GENERAL SUPPORT 15,000

MT ASCUTNEY HOSPITAL AND HEALTH CENTER

289 COUNTRY RD
WINDSOR,VT05089 		  PC GENERAL SUPPORT 101,468

NEW FUTURES

100 N MAIN ST 400
CONCORD,NH03301 		  PC GENERAL SUPPORT 500,000

NEW HAMPSHIRE ALCOHOL AND DRUG ABUSE COUNSELORS ASSOCIATION

30 PEMBROKE RD 150
CONCORD,NH03301 		  PC GENERAL SUPPORT 5,000

NEW HAMPSHIRE AVIATION HISTORICAL SOCIETY

27 NAVIGATOR RD
LONDONDERRY,NH03053 		  PC GENERAL SUPPORT 50,000

NEW HAMPSHIRE CENTER FOR NONPROFITS

3 N SPRING ST STE 101
CONCORD,NH03301 		  PC GENERAL SUPPORT 30,000

NEW HAMPSHIRE CHARITABLE FOUNDATION

37 PLEASANT STREET
CONCORD,NH03301 		  PC GENERAL SUPPORT 5,000

NEW HAMPSHIRE CHARITABLE FOUNDATION (NHCF)

37 PLEASANT STREET
CONCORD,NH03301 		  PC GENERAL SUPPORT 280,000

NEW HAMPSHIRE CHILD CARE ADVISORY COUNCILMERRIMACK

37 PLEASANT STREET
CONCORD,NH03301 		  PC GENERAL SUPPORT 100,000

NEW HAMPSHIRE CHILDREN'S TRUST

10 FERRY ST 307
CONCORD,NH03301 		  PC GENERAL SUPPORT 2,500

NEW HAMPSHIRE CHILDREN'S TRUST

10 FERRY ST 307
CONCORD,NH03301 		  PC GENERAL SUPPORT 55,000

NEW HAMPSHIRE FISCAL POLICY INSTITUTE

129 PLEASANT STREET
CONCORD,NH03301 		  PC GENERAL SUPPORT 128,000

NEW HAMPSHIRE HUMANITIES

117 PLEASANT STREET
CONCORD,NH03301 		  PC GENERAL SUPPORT 10,000

NEW HAMPSHIRE PUBLIC RADIO

2 PILLSBURY PMB 112
CONCORD,NH03301 		  PC GENERAL SUPPORT 15,000

NORTHERN STAGE

74 GATES ST
WHITE RIVER JUNCTION,VT05001 		  PC GENERAL SUPPORT 10,000

OPERA NORTH

20 WEST PARK STREET
LEBANON,NH03766 		  PC GENERAL SUPPORT 10,000

ORANGE COUNTY PARENT CHILD CENTER

693 VT-110
TUNBRIDGE,VT05038 		  PC GENERAL SUPPORT 100,000

P5 STRATEGIES

3102 PENDLETON CT
ST CHARLES,IL60175 		  PC GENERAL SUPPORT 25,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

136 PLEASANT ST
CLAREMONT,NH03743 		  PC GENERAL SUPPORT 50,000

PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND

136 PLEASANT ST
CLAREMONT,NH03743 		  PC GENERAL SUPPORT 80,000

POSITIVE TRACKS

35 MAIN ST
HANOVER,NH03755 		  PC GENERAL SUPPORT 35,000

REACH OUT AND READ INC

89 SOUTH ST SUITE 201
BOSTON,MA02111 		  PC GENERAL SUPPORT 20,000

SAGE MOUNTAIN BOTANICAL SANCTUARY

NOT AVAILABLE
ORANGE,VT05641 		  PC GENERAL SUPPORT 10,000

SAIL MARTHA'S VINEYARD

151 BEACH RD UNIT 2C
VINEYARD HAVEN,MA02568 		  PC GENERAL SUPPORT 10,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825 		  PC GENERAL SUPPORT 85,000

SOCIETY FOR RESEARCH IN CHILD DEVELOPMENT

1909 K ST NW SUITE 320
WASHINGTON,DC20006 		  PC GENERAL SUPPORT 199,000

SPECIAL NEEDS SUPPORT CENTER

129 S MAIN ST SUITE 103
WHITE RIVER JUNCTION,VT05001 		  PC GENERAL SUPPORT 25,000

SPRINGFIELD AREA PARENT CHILD CENTER

6 MAIN ST
NORTH SPRINGFIELD,VT05150 		  PC GENERAL SUPPORT 100,000

SPRINGFIELD AREA PARENT CHILD CENTER

6 MAIN ST
NORTH SPRINGFIELD,VT05150 		  PC GENERAL SUPPORT 50,000

SUPPORTING AND HELPING ASYLEES AND REFUGEES

PO BOX 264
NORWICH,VT05055 		  PC GENERAL SUPPORT 10,000

THE 19TH NEWS

3571 FAR WEST BLVD 3497
AUSTIN,TX78731 		  PC GENERAL SUPPORT 5,000

THE BARRA SCHOOL INC

351 OAK LN
EAST CORINTH,VT05040 		  PC GENERAL SUPPORT 20,000

THE FAMILY PLACE

319 US-5
NORWICH,VT05055 		  PC GENERAL SUPPORT 125,000

THE YARD INC

1 THE YARD
CHILMARK,MA02535 		  PC GENERAL SUPPORT 10,000

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET
BOSTON,MA02111 		  PC GENERAL SUPPORT 10,400

THIRD SECTOR NEW ENGLAND

89 SOUTH STREET
BOSTON,MA02111 		  PC GENERAL SUPPORT 250,000

TLC FAMILY RESOURCE CENTER

62 PLEASANT ST
CLAREMONT,NH03743 		  PC GENERAL SUPPORT 125,000

UPPER VALLEY LAND TRUST

19 BUCK RD
HANOVER,NH03755 		  PC GENERAL SUPPORT 15,000

UPPER VALLEY TRAILS ALLIANCE

326 MAIN ST
NORWICH,VT05055 		  PC GENERAL SUPPORT 15,000

UPPER VALLEY WALDORF SCHOOL

80 BLUFF RD
QUECHEE,VT05001 		  PC GENERAL SUPPORT 25,000

VERMONT COMMUNITY LOAN FUND INC

7 SCHOOL ST
MONTPELIER,VT05602 		  PC GENERAL SUPPORT 50,000

VINS INC

149 NATURES WY
QUECHEE,VT05059 		  PC GENERAL SUPPORT 25,000

VISIONS FOR CREATIVE HOUSING SOLUTIONS INC

8 SUNRISE FARM LANE
ENFIELD,NH03748 		  PC GENERAL SUPPORT 15,000

WATCH THEM GROW CHILDCARE CENTER

36 OXBOW DR
BRADFORD,VT05033 		  PC GENERAL SUPPORT 30,000

WAYPOINT

464 CHESTNUT STREET PO BOX 448
MANCHESTER,NH03105 		  PC GENERAL SUPPORT 75,530

WAYPOINT

464 CHESTNUT STREET PO BOX 448
MANCHESTER,NH03105 		  PC GENERAL SUPPORT 32,000

WAYPOINT

464 CHESTNUT STREET PO BOX 448
MANCHESTER,NH03105 		  PC GENERAL SUPPORT 205,000

WE R HOPE INC

200 LOWER BARTONSVILLE ROAD
CHESTER,VT05143 		  PC GENERAL SUPPORT 7,500

WELCOMING ALL NATIONALITIES NETWORK OF THE UPPER VALLEY (WISE)

PO BOX 203
LYME,NH03768 		  PC GENERAL SUPPORT 75,000

WILLING HANDS ENTERPRISES

198 CHURCH ST
NORWICH,VT05055 		  PC GENERAL SUPPORT 20,000

WINDSOR COUNTY MENTORS

54 MAIN STREET
WINDSOR,VT05089 		  PC GENERAL SUPPORT 10,000

ZACK'S PLACE ENRICHMENT CENTER

73 CENTRAL ST
WOODSTOCK,VT05091 		  PC GENERAL SUPPORT 10,000
Total .................................right arrow 3a 6,107,259
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
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 ....       2,945,611  
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 .....         4,090
8 Gain or (loss) from sales of assets other than
inventory ............ 		      5,396,278  
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 8,341,889 4,090
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,345,979
(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.)
1 N/A
Form 990-PF (2024)
Form 990-PF (2024)
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.
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 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 27,440 13,720   13,720

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Name of Bond End of Year Book Value End of Year Fair Market Value
FIXED INCOME SECURITIES 27,169,093 29,736,437

TY 2024 InvestmentsCorpStockSchedule
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES 82,003,533 126,961,911

TY 2024 InvestmentsOtherSchedule2
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BBH REAL ASSETS AT COST 4,845,003 4,934,327

TY 2024 OtherIncomeSchedule2
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 4,090 4,090 4,090


TY 2024 OtherProfessionalFeesSchedule
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 423,416 423,416   0
FROM K-1S: PORTFOLIO EXPENSES 993,115 993,115   0
FROM K-1S: INVESTMENT INTEREST EXPENSE 11,202 11,202   0
FROM K-1S: OTHER EXPENSES 31,525 31,525   0
CONSULTANTS 922,604 0   922,604
ADMIN/OTHER 179,662 14,194   165,469


TY 2024 TaxesSchedule
Name:
THE COUCH FAMILY FOUNDATION
 
C/O CF ADVISORS
EIN:
10-0000573
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 208,630 208,630   0
FEDERAL ESTIMATES 30,000 0   0
MA FILING FEE 500 0   500
PAYROLL TAXES 28,354 0   28,354