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
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)300 FRANKLIN ST - WEALTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MANCHESTER, NH03101
A Employer identification number

02-6074479
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$599,124J 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... 19,400 19,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,996
b Gross sales price for all assets on line 6a 208,657
7 Capital gain net income (from Part IV, line 2)... 7,996
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 27,396 27,396  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 11,063 11,063    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
850 850 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
199 108   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
160 160    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,272 12,181 0 0
25 Contributions, gifts, grants paid....... 36,000 36,000
26 Total expenses and disbursements. Add lines 24 and 25 48,272 12,181 0 36,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,876
b Net investment income (if negative, enter -0-) 15,215
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 18,187 14,509 14,509
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 206,086 Click to see attachment
List of Attached Documents:
// Content
190,864 		232,099
c Investments—corporate bonds (attach schedule)....... 395,154 Click to see attachment
List of Attached Documents:
// Content
394,189 		352,516
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right 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) 619,427 599,562 599,124
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 619,427 599,562
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 619,427 599,562
30 Total liabilities and net assets/fund balances (see instructions). 619,427 599,562
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
619,427
2
Enter amount from Part I, line 27a .....................
2
-20,876
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,011
4
Add lines 1, 2, and 3 ..........................
4
599,562
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
599,562
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 2. LITTELFUSE INC   2023-06-27 2024-01-09
b 9. ETSY INC   2023-07-19 2024-01-11
c 10. TESLA MOTORS INC   2023-03-27 2024-01-16
d 7. DANAHER CORP   2023-05-24 2024-01-18
e 5. LITTELFUSE INC   2023-08-16 2024-01-22
21. ETSY INC   2023-09-26 2024-02-01
9. APPLE COMPUTER, INC   2023-01-12 2024-02-02
32. BERRY PLASTICS GROUP INC.   2021-12-21 2024-02-09
6. BERRY PLASTICS GROUP INC.   2021-12-21 2024-02-12
27. COMCAST CORP CL A   2021-12-16 2024-02-12
22. COMCAST CORP CL A   2021-12-15 2024-02-12
30. KRAFT HEINZ CO   2023-01-12 2024-02-12
45. KRAFT HEINZ CO   2023-01-20 2024-02-12
20. VENTAS INC COM REIT   2022-06-10 2024-02-14
5. COMCAST CORP CL A   2023-08-30 2024-02-15
24. COMCAST CORP CL A   2022-08-01 2024-02-15
14. VENTAS INC COM REIT   2024-01-18 2024-02-15
10. VENTAS INC COM REIT   2022-06-16 2024-02-15
1. VERTEX PHARMACEUTICALS INC   2023-02-23 2024-02-20
2. VERTEX PHARMACEUTICALS INC   2023-02-23 2024-02-21
1. VERTEX PHARMACEUTICALS INC   2023-02-24 2024-02-27
22. BROOKFIELD RENEWABLE COR-A   2023-03-30 2024-02-28
31. BROOKFIELD RENEWABLE COR-A   2023-03-22 2024-03-01
40. BROOKFIELD RENEWABLE COR-A   2024-02-12 2024-03-04
1. FACEBOOK INC-A   2022-06-16 2024-03-06
3. AMERICAN EXPRESS CO   2023-04-25 2024-03-07
1. BOEING CO   2023-11-02 2024-03-07
1. HCA HOLDINGS INC COM   2023-07-13 2024-03-07
1. MICROSOFT CORPORATION   2009-03-11 2024-03-07
4. ON SEMICONDUCTOR CORP COM   2023-03-22 2024-03-07
9. UBER TECHNOLOGIES INC   2022-09-16 2024-03-07
1. UNITED THERAPEUTICS CORP   2021-08-09 2024-03-07
1. SALESFORCE COM INC   2021-12-30 2024-03-13
17. SENSATA TECHNOLOGIES HOLDING   2023-09-28 2024-03-13
1. BIOGEN INC   2024-03-13 2024-03-14
4. BIOGEN INC   2022-01-26 2024-03-14
29. SENSATA TECHNOLOGIES HOLDING   2024-01-11 2024-03-14
4. BIOGEN INC   2022-06-28 2024-03-18
2. BIOGEN INC   2022-06-28 2024-03-19
1. MARKEL CORP   2024-02-12 2024-03-19
3. SALESFORCE COM INC   2021-12-30 2024-03-19
16.876 INVESCO INTL GROWTH-Y   2010-11-22 2024-03-25
2. AMAZON.COM INC   2021-06-15 2024-03-25
2. BERKSHIRE HATHAWAY INC DEL CL B NEW   2024-03-07 2024-03-25
1. BERKSHIRE HATHAWAY INC DEL CL B NEW   2021-09-24 2024-03-25
5. CONSTELLATION BRANDS   2024-03-18 2024-03-25
5. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-02-06 2024-03-25
8. J P MORGAN CHASE & CO   2024-02-15 2024-03-25
15.633 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2024-03-25
29. VIPER ENERGY INC   2022-11-07 2024-03-25
92. MARATHON OIL   2024-02-09 2024-04-03
7. LIVE NATION ENTERTAINMENT IN COM   2023-08-30 2024-04-11
30. BROOKFIELD INFRASTRUCTURE CORP   2023-02-27 2024-04-15
35. BROOKFIELD INFRASTRUCTURE CORP   2023-03-02 2024-04-16
12. BROOKFIELD INFRASTRUCTURE CORP   2024-03-07 2024-04-17
3. BROOKFIELD INFRASTRUCTURE CORP   2023-03-02 2024-04-17
3. AMERICAN TOWER CORP COM   2024-02-02 2024-04-23
6. ON SEMICONDUCTOR CORP COM   2023-03-22 2024-04-23
7. ON SEMICONDUCTOR CORP COM   2024-03-13 2024-04-24
4. ON SEMICONDUCTOR CORP COM   2023-03-22 2024-04-24
14. LIVE NATION ENTERTAINMENT IN COM   2023-08-30 2024-04-26
3. ON SEMICONDUCTOR CORP COM   2024-03-14 2024-04-26
13. ON SEMICONDUCTOR CORP COM   2023-03-27 2024-04-26
7. UBER TECHNOLOGIES INC   2022-09-16 2024-04-30
7. CVS CORP   2024-02-12 2024-05-01
27. CVS CORP   2023-03-20 2024-05-01
5. UBER TECHNOLOGIES INC   2022-09-16 2024-05-02
18. CVS CORP   2023-04-27 2024-05-03
3. CHEVRONTEXACO CORP   2023-03-07 2024-05-08
4. LPL FINANCIAL HOLDINGS INC   2023-06-13 2024-05-08
3. CHEVRONTEXACO CORP   2023-03-01 2024-05-09
1. CASEY'S GENERAL STORES INC   2022-04-12 2024-05-10
1. LPL FINANCIAL HOLDINGS INC   2023-06-06 2024-05-10
1. LPL FINANCIAL HOLDINGS INC   2023-04-06 2024-05-10
6. LPL FINANCIAL HOLDINGS INC   2023-05-10 2024-05-15
12. BJS WHOSALE CLUB HOLDINGS   2022-10-12 2024-05-22
1. BOEING CO   2023-11-02 2024-05-28
8. BOEING CO   2022-06-01 2024-05-28
6. BJS WHOSALE CLUB HOLDINGS   2022-10-12 2024-05-29
7. BJS WHOSALE CLUB HOLDINGS   2023-01-04 2024-05-30
3. CHEVRONTEXACO CORP   2023-03-01 2024-05-31
3. GILEAD SCIENCES INC   2024-02-12 2024-06-03
34. GILEAD SCIENCES INC   2022-06-28 2024-06-03
4. BJS WHOSALE CLUB HOLDINGS   2023-06-15 2024-06-05
10. BJS WHOSALE CLUB HOLDINGS   2023-01-04 2024-06-05
10. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-02-06 2024-06-25
17. PAYPAL HOLDINGS INC   2024-05-28 2024-06-26
7. CARMAX INC   2024-03-13 2024-07-03
11. CHEVRONTEXACO CORP   2024-03-07 2024-07-03
5. CHEVRONTEXACO CORP   2023-05-24 2024-07-03
2. EAGLE MATERIALS INC COM   2024-04-23 2024-07-03
27. PAYPAL HOLDINGS INC   2024-05-28 2024-07-03
14. CARMAX INC   2024-02-09 2024-07-05
7. EAGLE MATERIALS INC COM   2024-04-24 2024-07-11
1. CASEY'S GENERAL STORES INC   2022-07-18 2024-07-12
8. CUBESMART   2022-12-05 2024-07-16
1. EVERCORE INC - A   2024-05-24 2024-07-16
4. JACOBS SOLUTIONS INC   2022-10-20 2024-07-16
2. MIDDLEBY CORP   2024-02-09 2024-07-16
10.298 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2024-07-16
3. POST HLDGS INC   2024-07-12 2024-07-16
1. VISA INC. - CL A   2024-02-15 2024-07-16
4. WELLS FARGO & CO NEW   2024-03-07 2024-07-16
7. JOHNSON CONTROLS INTERNATIONAL   2023-02-09 2024-07-16
11. AMETEK AEROSPACE PRODUCTS INC   2024-04-16 2024-07-17
2. DIAMONDBACK ENERGY INC.   2024-07-03 2024-07-23
1. THERMO ELECTRON CORPORATION   2022-11-30 2024-07-23
21. MERCK AND CO INC NEW COM   2024-04-26 2024-07-30
26. BROOKFIELD RENEWABLE COR-A   2024-05-22 2024-08-01
7. CASEY'S GENERAL STORES INC   2022-07-18 2024-08-05
2. CELANESE CORP DEL COM SER A   2024-05-15 2024-08-05
4. CELANESE CORP DEL COM SER A   2023-07-19 2024-08-05
2. DIAMONDBACK ENERGY INC.   2024-07-03 2024-08-05
5. CELANESE CORP DEL COM SER A   2023-11-02 2024-08-09
6. CELANESE CORP DEL COM SER A   2023-07-19 2024-08-09
14. HOME BANCSHARES INC   2024-07-30 2024-08-14
11. CHARLES RIV LABS INTL INC   2024-06-26 2024-09-04
22. WAL MART STORES INC   2024-05-01 2024-09-05
8. DIAMONDBACK ENERGY INC.   2024-07-03 2024-09-11
20. JACOBS SOLUTIONS INC   2022-10-20 2024-09-12
11. WELLS FARGO & CO NEW   2024-03-07 2024-09-12
69. WELLS FARGO & CO NEW   2023-06-05 2024-09-12
197.225 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2024-03-25 2024-09-20
4435.199 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2023-06-21 2024-09-20
20. WAL MART STORES INC   2024-02-12 2024-09-23
6. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-02-06 2024-09-25
17.375 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2024-09-25
10. WAL MART STORES INC   2024-02-12 2024-09-25
15. OCCIDENTAL PETROLEUM CO   2024-04-03 2024-09-27
58. OCCIDENTAL PETROLEUM CO   2023-06-13 2024-09-27
5. STARBUCKS CORP   2024-08-14 2024-09-27
8. MIDDLEBY CORP   2024-02-09 2024-10-10
12. MIDDLEBY CORP   2024-05-22 2024-10-11
4. CONSTELLATION BRANDS   2024-08-05 2024-10-14
1. CONSTELLATION BRANDS   2024-08-05 2024-10-17
4. CONSTELLATION BRANDS   2021-10-08 2024-10-17
2. CONSTELLATION BRANDS   2021-09-24 2024-10-17
5. CONSTELLATION BRANDS   2021-09-24 2024-10-22
4. VAIL RESORTS   2024-09-04 2024-10-22
2. THERMO ELECTRON CORPORATION   2024-09-12 2024-10-25
2. THERMO ELECTRON CORPORATION   2022-11-18 2024-10-25
2. HUNTINGTON INGALLS INDS INC COM   2024-05-03 2024-10-31
11. HUNTINGTON INGALLS INDS INC COM   2023-01-12 2024-10-31
8. AMERICAN TOWER CORP COM   2024-08-05 2024-11-01
6. AMERICAN TOWER CORP COM   2024-02-15 2024-11-04
10. ZOETIS INC   2024-07-03 2024-11-07
12. MAGNERA CORP   2024-10-22 2024-11-08
4. CHEVRONTEXACO CORP   2024-10-01 2024-11-11
12. CHEVRONTEXACO CORP   2024-09-27 2024-11-12
9. GENERAL ELECTRIC CO   2024-07-23 2024-11-12
4. CURTISS WRIGHT CORP   2024-07-17 2024-11-18
44. BERRY PLASTICS GROUP INC.   2024-10-22 2024-11-20
.158 MAGNERA CORP   2024-08-05 2024-11-20
13. CVS CORP   2024-10-11 2024-11-21
11. CVS CORP   2024-09-30 2024-11-22
33. CVS CORP   2024-09-30 2024-11-25
3. ALPHABET INC CL-C   2024-03-13 2024-11-27
1. ALPHABET INC CL-C   2023-08-30 2024-11-27
1. AMAZON.COM INC   2024-09-12 2024-11-27
2. AMERICAN EXPRESS CO   2024-09-12 2024-11-27
1. BERKSHIRE HATHAWAY INC DEL CL B NEW   2024-10-07 2024-11-27
1. CONSTELLATION BRANDS   2024-11-25 2024-11-27
4. CUBESMART   2022-12-02 2024-11-27
2. ENCOMPASS HEALTH CORP   2024-07-30 2024-11-27
1. EVERCORE INC - A   2023-11-15 2024-11-27
1. FACEBOOK INC-A   2024-03-07 2024-11-27
4. GE HEALTHCARE TECHNOLOGY   2024-09-05 2024-11-27
2. GODADDY INC   2024-10-14 2024-11-27
1. GODADDY INC   2023-09-13 2024-11-27
2. J P MORGAN CHASE & CO   2024-11-22 2024-11-27
19. KENVUE INC W/I   2024-11-12 2024-11-27
1. RELIANCE STEEL AND ALUMINUM CO   2024-03-07 2024-11-27
20. SITIO ROYALTIES CORP   2024-11-11 2024-11-27
7. UBER TECHNOLOGIES INC   2024-10-31 2024-11-27
1. UNITEDHEALTH GROUP INC COM   2024-02-27 2024-11-27
2. VISA INC. - CL A   2024-10-31 2024-11-27
5. JOHNSON CONTROLS INTERNATIONAL   2024-07-30 2024-11-27
35.639 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2024-11-29
19. ENCOMPASS HEALTH CORP   2024-07-30 2024-12-05
35. CUBESMART   2023-01-04 2024-12-06
11. EVERCORE INC - A   2023-11-15 2024-12-06
30. MUELLER INDS INC   2024-10-22 2024-12-06
5. LOCKHEED MARTIN CORP   2024-11-12 2024-12-23
118.551 FIDELITY SPARTAN HIGH INCOME   2011-10-25 2024-12-26
2. BROADCOM INC   2024-11-08 2024-12-27
1. BROADCOM INC   2022-07-18 2024-12-27
5. BROADCOM INC   2022-07-18 2024-12-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 499   555 -56
b 644   845 -201
c 2,200   1,852 348
d 1,571   1,395 176
e 1,208   1,360 -152
1,516   1,647 -131
1,675   1,236 439
1,806   2,246 -440
351   418 -67
1,150   1,380 -230
940   1,058 -118
1,081   1,273 -192
1,635   1,882 -247
913   1,040 -127
209   234 -25
1,003   1,005 -2
616   672 -56
440   489 -49
419   294 125
840   588 252
432   288 144
524   747 -223
739   983 -244
955   1,218 -263
499   161 338
667   474 193
202   193 9
327   298 29
407   17 390
330   325 5
717   284 433
241   212 29
306   257 49
605   640 -35
222   228 -6
889   892 -3
1,023   1,071 -48
880   863 17
436   417 19
1,513   1,429 84
902   771 131
404   459 -55
360   337 23
820   802 18
410   278 132
1,345   1,331 14
257   258 -1
1,566   1,396 170
988   865 123
1,097   1,021 76
2,679   2,263 416
707   604 103
881   1,332 -451
1,001   1,536 -535
350   417 -67
87   131 -44
524   577 -53
370   488 -118
454   569 -115
259   320 -61
1,236   1,172 64
205   231 -26
889   1,014 -125
470   221 249
395   537 -142
1,524   2,539 -1,015
344   158 186
1,010   1,319 -309
487   495 -8
1,069   800 269
492   488 4
334   208 126
266   200 66
266   194 72
1,597   1,151 446
965   888 77
175   193 -18
1,397   1,003 394
515   435 80
607   484 123
477   486 -9
190   223 -33
2,152   2,182 -30
345   248 97
863   679 184
533   515 18
989   1,080 -91
520   551 -31
1,728   1,637 91
785   796 -11
434   507 -73
1,592   1,595 -3
1,010   1,007 3
1,565   1,762 -197
378   200 178
387   332 55
241   205 36
596   452 144
263   292 -29
704   570 134
323   325 -2
268   280 -12
238   230 8
500   460 40
1,945   1,821 124
398   415 -17
554   552 2
2,427   2,348 79
723   828 -105
2,533   1,366 1,167
254   320 -66
507   492 15
371   415 -44
630   578 52
756   735 21
359   401 -42
2,107   2,366 -259
1,687   1,306 381
1,357   1,649 -292
2,817   1,449 1,368
589   632 -43
3,694   2,989 705
1,850   1,777 73
41,602   45,860 -4,258
1,601   1,135 466
341   309 32
1,178   961 217
809   567 242
755   1,010 -255
2,919   2,304 615
487   470 17
1,053   1,154 -101
1,594   1,625 -31
981   1,003 -22
239   239  
955   875 80
482   426 56
1,198   1,066 132
683   751 -68
1,107   1,156 -49
1,107   1,064 43
386   493 -107
2,121   2,485 -364
1,704   1,724 -20
1,259   1,145 114
1,724   1,700 24
225   237 -12
630   593 37
1,880   1,735 145
1,639   1,500 139
1,425   1,012 413
2,987   2,653 334
3   3  
738   855 -117
632   691 -59
1,976   1,989 -13
513   423 90
171   137 34
207   184 23
606   509 97
485   458 27
236   244 -8
202   165 37
205   185 20
307   147 160
569   507 62
333   350 -17
397   328 69
198   76 122
498   495 3
459   454 5
322   321 1
476   497 -21
504   506 -2
608   522 86
632   590 42
418   346 72
2,628   1,972 656
1,925   1,652 273
1,653   1,400 253
3,240   1,572 1,668
2,363   2,033 330
2,427   2,775 -348
933   1,029 -96
476   368 108
238   50 188
1,188   250 938
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
      1,483
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       -56
b       -201
c       348
d       176
e       -152
      -131
      439
      -440
      -67
      -230
      -118
      -192
      -247
      -127
      -25
      -2
      -56
      -49
      125
      252
      144
      -223
      -244
      -263
      338
      193
      9
      29
      390
      5
      433
      29
      49
      -35
      -6
      -3
      -48
      17
      19
      84
      131
      -55
      23
      18
      132
      14
      -1
      170
      123
      76
      416
      103
      -451
      -535
      -67
      -44
      -53
      -118
      -115
      -61
      64
      -26
      -125
      249
      -142
      -1,015
      186
      -309
      -8
      269
      4
      126
      66
      72
      446
      77
      -18
      394
      80
      123
      -9
      -33
      -30
      97
      184
      18
      -91
      -31
      91
      -11
      -73
      -3
      3
      -197
      178
      55
      36
      144
      -29
      134
      -2
      -12
      8
      40
      124
      -17
      2
      79
      -105
      1,167
      -66
      15
      -44
      52
      21
      -42
      -259
      381
      -292
      1,368
      -43
      705
      73
      -4,258
      466
      32
      217
      242
      -255
      615
      17
      -101
      -31
      -22
       
      80
      56
      132
      -68
      -49
      43
      -107
      -364
      -20
      114
      24
      -12
      37
      145
      139
      413
      334
       
      -117
      -59
      -13
      90
      34
      23
      97
      27
      -8
      37
      20
      160
      62
      -17
      69
      122
      3
      5
      1
      -21
      -2
      86
      42
      72
      656
      273
      253
      1,668
      330
      -348
      -96
      108
      188
      938
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 7,996
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) 1 211
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........................... 3 211
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- ..... 5 211
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 211
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrow  
14
The books are in care ofright arrowTD Bank NA Telephone no.right arrow (877) 773-1229

Located atright arrow300 FRANKLIN ST - WEALTHMANCHESTERNH ZIP+4right arrow03101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
TD BANK NA Trustee
1 		11,063    
300 FRANKLIN STREET
MANCHESTER,NH03101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (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
593,607
b
Average of monthly cash balances.......................
1b
20,685
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
614,292
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
614,292
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,214
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
605,078
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
30,254
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
30,254
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
211
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
211
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
30,043
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
30,043
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
30,043
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
36,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
36,000
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 30,043
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,287
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 36,000
a Applied to 2023, but not more than line 2a 1,287
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..... 30,043
e Remaining amount distributed out of corpus 4,670
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 4,670
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 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 ...... 		4,670
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 4,670
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).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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 e-mail address of the person to whom applications should be addressed:
Scholarship Committee
WMRSD 127 Regional Road PO Box 33
Whitefield,NH035980338
(603) 837-2528
bThe form in which applications should be submitted and information and materials they should include:
Application available upon request
cAny submission deadlines:
Available upon request
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Applicant should be child of resident of Lancaster, must have financial need, and must not own a vehicle.
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
ELIANA BENNETT


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 2,000
GAVYN BUNNELL


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 4,000
GRIFFIN KENISON


PO BOX 337
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 3,000
JUDE PERCEY


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 1,000
ELLIOTT BREAULT


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 2,000
CIERA CHALLINOR


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 1,000
TOBI GARCIA


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 1,000
REESE MCFARLAND


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 4,000
EMMA MERRILL


C/O WHITE MT REG SCHOOL
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 3,000
BRAYDEN SHALLOW


C/O WHITE MT REG SCHOOL
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 1,000
MARIAH SHAW


C/O WHITE MT REG SCHOOL
WHITEFIELD,NH035980038 		NONE NONE SCHOLARSHIP 3,000
JEFFREY WATKINS JR


C/O WHITE MT REGIONAL SCHOOL
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 2,500
AVA SIMPSON


C/O WHITE MT REG SCHOOL
LANCASTER,NH03584 		NONE N/A SCHOLARSHIP 2,000
ROB SOUTHWORTH


C/O WHITE MT REGIONAL SCHOOL
WHITEFIELD,NH035980338 		NONE N/A SCHOLARSHIP 5,000
JACKSON STANFORD


PO BOX 338
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP 500
MADI SAVOY


C/O WHITE MT REGIONAL SCHOOL
WHITEFIELD,NH035980338 		NONE NONE SCHOLARSHIP GRANT 1,000
Total .................................right arrow 3a 36,000
bApproved for future payment
Total ................................. right arrow 3b  
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 ....     14 19,400  
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 7,996  
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) ..   27,396  
13Total. Add line 12, columns (b), (d), and (e)..................
13
27,396
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
EIN:
02-6074479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 850 850    

TY 2024 InvestmentsCorpBondsSchedule
Name:
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
EIN:
02-6074479
Name of Bond End of Year Book Value End of Year Fair Market Value
MUTUAL FUNDS - FIXED INCOME 394,189 352,516

TY 2024 InvestmentsCorpStockSchedule
Name:
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
EIN:
02-6074479
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCKS 113,965 151,195
MUTUAL FUNDS - EQUITIES 76,899 80,904

TY 2024 OtherExpensesSchedule
Name:
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
EIN:
02-6074479
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER NON-ALLOCABLE EXPENSE - 80 80   0
OTHER NON-ALLOCABLE EXPENSE - 80 80   0


TY 2024 OtherIncreasesSchedule
Name:
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
EIN:
02-6074479
Description Amount
RETURN OF CAPITAL/WASH SALE ADJUSTMENT 1,011


TY 2024 TaxesSchedule
Name:
BUSI SCHOLARSHIP FUND XXX-XX-XXXX
EIN:
02-6074479
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 47 47   0
FEDERAL TAX PAYMENT - PRIOR YE 91 0   0
FOREIGN TAXES ON QUALIFIED FOR 42 42   0
FOREIGN TAXES ON NONQUALIFIED 19 19   0