Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address) 89 N MAIN STREET
  Room/suite
City or town
CONCORD
State or province
NH
Country  
ZIP or foreign postal code
03301
A Employer identification number

04-6712607
B Telephone number (see instructions)

6032232712
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$912,453J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,167 22,977  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 234,253
b Gross sales price for all assets on line 6a 1,834,483
7 Capital gain net income (from Part IV, line 2)... 234,253
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........ 257,420 257,230  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,365 6,219   4,146
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,846 923 0 923
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
500 250 0 250
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
749 221   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
35 26    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,495 7,639 0 5,319
25 Contributions, gifts, grants paid....... 38,000 38,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 51,495 7,639 0 43,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 205,925
b Net investment income (if negative, enter -0-) 249,591
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 25,039 25,138 25,138
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
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)....... 680,126 Click to see attachment
List of Attached Documents:
// Content
886,952 		887,315
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 705,165 912,090 912,453
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 705,165 912,090
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)..... 705,165 912,090
30 Total liabilities and net assets/fund balances (see instructions). 705,165 912,090
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
705,165
2
Enter amount from Part I, line 27a .....................
2
205,925
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,000
4
Add lines 1, 2, and 3 ..........................
4
912,090
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
912,090
Form 990-PF (2025)
Form 990-PF (2025)
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 57.522 BLACKROCK EQTY DIVIDEND FUND CL K   2024-10-31 2025-02-10
b 263.885 BLACKROCK EQTY DIVIDEND FUND CL K   2024-02-29 2025-02-10
c 720.252 BLACKROCK EQTY DIVIDEND FUND CL K   2023-01-31 2025-02-10
d 986.612 BLACKROCK EQTY DIVIDEND FUND CL K   2023-03-24 2025-02-10
e 290. ISHARES S&P 400 MIDCAP INDEX   2023-03-24 2025-02-10
25. ISHARES S&P 400 MIDCAP INDEX   2020-03-20 2025-02-10
5. ISHARES S&P 400 MIDCAP INDEX   2020-03-20 2025-02-10
80. ISHARES S&P 400 MIDCAP INDEX   2013-05-31 2025-02-10
130. ISHARES S&P 400 MIDCAP INDEX   2013-02-28 2025-02-10
180.454 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2023-03-24 2025-02-10
4.531 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2022-07-15 2025-02-10
38.235 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2023-01-31 2025-02-10
27.554 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2020-04-20 2025-02-10
123.098 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2019-01-31 2025-02-10
5.226 CLEARBRIDGE LARGE CAP GROWTH FUND CL IS   2020-03-23 2025-02-10
94.09 PIMCO FOREIGN BD FD USD H-INST #103   2024-10-31 2025-02-10
180.487 PIMCO FOREIGN BD FD USD H-INST #103   2024-02-29 2025-02-10
754.259 PIMCO FOREIGN BD FD USD H-INST #103   2023-03-24 2025-02-10
356.331 PIMCO FOREIGN BD FD USD H-INST #103   2023-01-31 2025-02-10
296.375 PIMCO FOREIGN BD FD USD H-INST #103   2022-10-21 2025-02-10
259.403 PRINCIPAL MID CAP   2023-03-24 2025-02-10
199.808 PRINCIPAL MID CAP   2017-02-02 2025-02-10
79.858 PRINCIPAL MID CAP   2020-03-23 2025-02-10
68. VANGUARD FTSE DEVELOPED MKT   2024-10-31 2025-02-10
229. VANGUARD FTSE DEVELOPED MKT   2019-04-05 2025-02-10
135. VANGUARD FTSE DEVELOPED MKT   2020-01-09 2025-02-10
56. VANGUARD FTSE DEVELOPED MKT   2019-03-28 2025-02-10
21. VANGUARD FTSE DEVELOPED MKT   2013-05-31 2025-02-10
145. VANGUARD FTSE DEVELOPED MKT   2016-05-31 2025-02-10
38. VANGUARD FTSE DEVELOPED MKT   2022-09-30 2025-02-10
106. VANGUARD FTSE DEVELOPED MKT   2013-02-28 2025-02-10
46. VANGUARD FTSE DEVELOPED MKT   2020-04-17 2025-02-10
46. VANGUARD FTSE DEVELOPED MKT   2020-04-17 2025-02-10
4. VANGUARD FTSE DEVELOPED MKT   2020-03-20 2025-02-10
95. VANGUARD FTSE DEVELOPED MKT   2020-03-20 2025-02-10
105. VANGUARD FTSE EMERGING MARKETS ETF   2021-01-29 2025-02-10
333. VANGUARD FTSE EMERGING MARKETS ETF   2024-10-31 2025-02-10
59. VANGUARD FTSE EMERGING MARKETS ETF   2019-04-05 2025-02-10
66. VANGUARD FTSE EMERGING MARKETS ETF   2020-01-09 2025-02-10
21. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-02-10
8. VANGUARD FTSE EMERGING MARKETS ETF   2023-01-31 2025-02-10
24. VANGUARD FTSE EMERGING MARKETS ETF   2018-08-20 2025-02-10
1. VANGUARD FTSE EMERGING MARKETS ETF   2019-03-28 2025-02-10
43. VANGUARD FTSE EMERGING MARKETS ETF   2024-02-29 2025-02-10
37. VANGUARD FTSE EMERGING MARKETS ETF   2023-03-24 2025-02-10
3. VANGUARD FTSE EMERGING MARKETS ETF   2019-03-11 2025-02-10
13. VANGUARD FTSE EMERGING MARKETS ETF   2022-09-30 2025-02-10
17. VANGUARD RUSSELL 1000 ET GROWTH   2024-02-29 2025-02-10
163. VANGUARD RUSSELL 1000 ET GROWTH   2023-03-24 2025-02-10
165. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-02-10
6. VANGUARD RUSSELL 1000 ET GROWTH   2023-01-31 2025-02-10
80. VANGUARD INDEX FDS S&P ETF   2023-03-24 2025-02-10
52. VANGUARD INDEX FDS S&P ETF   2016-01-08 2025-02-10
19.11 AGGREGATE BOND CTF   2013-09-30 2025-02-14
596.175 AGGREGATE BOND CTF   2013-11-30 2025-02-14
321.335 AGGREGATE BOND CTF   2017-01-31 2025-02-14
645.697 AGGREGATE BOND CTF   2019-01-31 2025-02-14
497.921 AGGREGATE BOND CTF   2024-10-31 2025-02-14
286.88 AGGREGATE BOND CTF   2022-05-31 2025-02-14
4442.741 AGGREGATE BOND CTF   2023-03-24 2025-02-14
586.444 AGGREGATE BOND CTF   2022-07-15 2025-02-14
1088.836 AGGREGATE BOND CTF   2023-07-31 2025-02-14
286.827 AGGREGATE BOND CTF   2022-10-21 2025-02-14
221.746 SMALL CAP GROWTH LEADERS CTF   2024-02-29 2025-02-14
48.71 SMALL CAP GROWTH LEADERS CTF   2013-02-28 2025-02-14
133.066 SMALL CAP GROWTH LEADERS CTF   2023-03-24 2025-02-14
63.276 SMALL CAP GROWTH LEADERS CTF   2022-01-31 2025-02-14
42.014 EMERGING MARKETS STOCK COMMON TRUST FUND   2023-01-31 2025-02-14
440.806 EMERGING MARKETS STOCK COMMON TRUST FUND   2023-03-24 2025-02-14
46.217 EMERGING MARKETS STOCK COMMON TRUST FUND   2022-05-31 2025-02-14
222.984 SMALL CAP VALUE CTF   2024-02-29 2025-02-14
63.474 SMALL CAP VALUE CTF   2013-02-28 2025-02-14
136.389 SMALL CAP VALUE CTF   2023-03-24 2025-02-14
43.173 SMALL CAP VALUE CTF   2020-03-20 2025-02-14
101.873 MID CAP GROWTH CTF   2010-09-30 2025-02-14
34.971 MID CAP GROWTH CTF   2022-01-31 2025-02-14
226.803 MID CAP GROWTH CTF   2023-03-24 2025-02-14
62.982 DIVIDEND INCOME COMMON TRUST FUND   2013-02-28 2025-02-14
67.289 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2025-02-14
174.429 DIVIDEND INCOME COMMON TRUST FUND   2023-03-24 2025-02-14
94.844 INTERNATIONAL FOCUSED EQUITY CTF   2024-10-31 2025-02-14
1488.11 INTERNATIONAL FOCUSED EQUITY CTF   2023-03-24 2025-02-14
486.761 INTERNATIONAL FOCUSED EQUITY CTF   2013-05-31 2025-02-14
597.183 INTERNATIONAL FOCUSED EQUITY CTF   2013-02-28 2025-02-14
68.992 INTERNATIONAL FOCUSED EQUITY CTF   2020-03-20 2025-02-14
50.213 LARGE CAP CORE COMMON TRUST FUND   2024-02-29 2025-02-14
83.862 LARGE CAP CORE COMMON TRUST FUND   2022-01-31 2025-02-14
416.579 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2025-02-14
227.661 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2025-02-14
103.436 LARGE CAP CORE COMMON TRUST FUND   2019-01-31 2025-02-14
1586.002 LARGE CAP CORE COMMON TRUST FUND   2023-03-24 2025-02-14
379.201 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2025-02-14
797.964 MID CAP CORE COMMON TRUST FUND   2018-01-31 2025-02-14
1208.816 MID CAP CORE COMMON TRUST FUND   2023-03-24 2025-02-14
230.099 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2025-02-14
373.276 SMALL CAP CORE COMMON TRUST FUND   2019-01-31 2025-02-14
1024.353 SMALL CAP CORE COMMON TRUST FUND   2023-03-24 2025-02-14
127.373 SMALL CAP CORE COMMON TRUST FUND   2020-03-20 2025-02-14
17.015 MID CAP VALUE COMMON TRUST FUND   2019-01-31 2025-02-14
29.008 MID CAP VALUE COMMON TRUST FUND   2020-06-30 2025-02-14
170.409 MID CAP VALUE COMMON TRUST FUND   2010-08-31 2025-02-14
288.814 MID CAP VALUE COMMON TRUST FUND   2023-03-24 2025-02-14
.667 RALLIANT   2025-03-05 2025-07-17
10000. CATERPILLAR FINANCIAL 5.1500% 8/11/2025   2025-03-06 2025-08-11
231.769 AVANTIS EMERGING MARKETS EQUITY FUND INS   2025-03-05 2025-08-13
301. DIMENSIONAL US SMALL CAP ETF   2025-03-05 2025-08-13
44.194 AMERICAN FUNDS EUROPACIFIC GROWTH FUND C   2025-06-10 2025-08-13
23.52 CLEARBRIDGE INTL GROWTH-IS   2025-03-05 2025-08-13
45. NVIDIA CORP   2025-03-05 2025-08-13
10. RALLIANT   2025-03-05 2025-08-13
18. VANGUARD MID CAP ETF   2025-03-05 2025-08-13
15000. FEDERAL HOME LOAN MTG CORP 5.000% DUE 03/18/2030   2025-03-07 2025-09-18
15000. FEDERAL HOME LOAN BANK 4.750% DUE 12/24/2029   2025-03-13 2025-09-24
15000. FEDERAL HOME LOAN BANK 5.375% DUE 03/19/2035   2025-03-07 2025-09-25
15000. US TREASURY NOTE 5.000% DUE 09/30/2025   2025-03-06 2025-09-30
18. ALPHABET INC CL A   2025-03-05 2025-10-06
8. TE CONNECTIVITY PLC ORD SHS   2025-03-05 2025-10-06
24. ABBVIE INC   2025-03-05 2025-10-21
11. ADOBE SYSTEMS INCORPORATED   2025-03-05 2025-10-21
98. ALPHABET INC CL A   2025-03-05 2025-10-21
97. AMAZON INC   2025-03-05 2025-10-21
1526.713 AVANTIS EMERGING MARKETS EQUITY FUND INS   2025-03-05 2025-10-21
10000. AMERICAN EXPRESS CO SR GLBL NT 5.085% DUE 01/30/2031   2025-03-06 2025-10-21
10000. AMERICAN HONDA FIN CORP MTN 4.450% DUE 10/22/2027   2025-03-07 2025-10-21
12. AMERICAN TOWER CORP   2025-03-05 2025-10-21
10. AMERIPRISE FINANCIAL INC   2025-03-05 2025-10-21
10000. ELEVANCE HEALTH INC GLBL NT 5.15%29   2025-03-07 2025-10-21
98. APPLE INC   2025-03-05 2025-10-21
10000. BANK AMERICA CORP FR 5.468% 01/23/2035   2025-03-06 2025-10-21
13. BERKSHIRE HATHAWAY CL B   2025-03-05 2025-10-21
34. BLACKSTONE INC   2025-04-08 2025-10-21
1. BOOKING HLDGS INC   2025-03-05 2025-10-21
53. BROADCOM INC   2025-03-05 2025-10-21
10000. BROADCOM INC 4.7500% 04/15/29   2025-03-06 2025-10-21
10000. CVS HEALTH CORP 5.000% 01/30/29   2025-03-06 2025-10-21
20. CATERPILLAR INC   2025-03-05 2025-10-21
78. CISCO SYS INC   2025-03-05 2025-10-21
10000. CITIZENS FINL GROUP INC 5.718% DUE 07/23/32   2025-03-06 2025-10-21
45. CONOCOPHILLIPS   2025-03-05 2025-10-21
6. COSTCO WHOLESALE CORPORATION   2025-03-05 2025-10-21
16. DANAHER CORP   2025-03-05 2025-10-21
10000. JOHN DEERE CAP CORP 4.700% 06/10/30   2025-03-07 2025-10-21
386. DIMENSIONAL US SMALL CAP ETF   2025-03-05 2025-10-21
139. DOW INC   2025-03-05 2025-10-21
15. ECOLAB INC COM   2025-03-05 2025-10-21
548.691 AMERICAN FUNDS EUROPACIFIC GROWTH FUND C   2025-03-05 2025-10-21
77. EXXON MOBIL CORP   2025-03-05 2025-10-21
8. META PLATFORMS INC CL A   2025-03-05 2025-10-21
10000. META PLATFORMS INC 4.950% 05/15/33   2025-03-07 2025-10-21
10000. FEDERAL HOME LOAN BANK 4.570% DUE 10/01/2031   2025-09-29 2025-10-21
10000. FEDERAL HOME LOAN BANK 4.375% DUE 09/05/2030   2025-09-29 2025-10-21
15000. FEDERAL HOME LOAN MTG CORP 5.000% DUE 02/27/2032   2025-03-12 2025-10-21
30000. FEDERAL NATL MTG ASSN 4.000% DUE 09/13/2028   2025-09-29 2025-10-21
821.425 FIDELITY SHORT-TERM TRS BD INDEX   2025-03-05 2025-10-21
3489.995 FIDELITY INTERM TERM BOND FUND   2025-03-05 2025-10-21
10000. FIFTH THIRD BANCORP 6.3610% 10/27/28   2025-03-06 2025-10-21
32. FORTIVE CORP   2025-03-05 2025-10-21
10000. GENERAL MTRS FINL CO 5.350% 07/15/27   2025-03-06 2025-10-21
16. HOME DEPOT   2025-03-05 2025-10-21
10000. HOME DEPOT INC SR GLBL NT 5.150% DUE 06/25/2026   2025-03-06 2025-10-21
24. HONEYWELL INTL INC   2025-03-05 2025-10-21
10000. HUNTINGTON BANCSHARES INC 6.2080% DUE 08/21/2029   2025-03-06 2025-10-21
30. J P MORGAN CHASE & CO   2025-03-05 2025-10-21
449.625 CLEARBRIDGE INTL GROWTH-IS   2025-03-05 2025-10-21
18. MCDONALDS CORP   2025-03-05 2025-10-21
62. MERCK & CO INC NEW   2025-03-05 2025-10-21
72. MICROSOFT CORP   2025-03-05 2025-10-21
10000. MORGAN STANLEY 5.25% 04/21/34   2025-08-18 2025-10-21
11. NORTHROP GRUMMAN CORP   2025-03-05 2025-10-21
111. NVIDIA CORP   2025-03-05 2025-10-21
23. PNC FINL SVCS GROUP   2025-03-05 2025-10-21
73. PAYPAL HOLDINGS INC   2025-03-05 2025-10-21
32. PEPSICO INC   2025-03-05 2025-10-21
19. PROCTER & GAMBLE CO   2025-03-05 2025-10-21
45. RAYTHEON TECHNOLOGIES CORP   2025-03-05 2025-10-21
23. SALESFORCE.COM INC   2025-03-05 2025-10-21
13. TESLA INC   2025-03-05 2025-10-21
11. THERMO FISHER SCIENTIFIC INC   2025-03-05 2025-10-21
10000. TRUIST FINL CORP 5.070% DUE 05/20/2031   2025-10-06 2025-10-21
20. UNION PACIFIC CORP   2025-03-05 2025-10-21
15000. US TREASURY NOTE 4.125% DUE 09/30/2027   2025-03-06 2025-10-21
15000. US TREASURY NOTE 4.375% DUE 08/15/2026   2025-03-06 2025-10-21
181. VANGUARD REIT ETF   2025-03-05 2025-10-21
238. VANGUARD MID CAP ETF   2025-03-05 2025-10-21
19. VISA INC   2025-03-05 2025-10-21
52. WAL MART STORES INC   2025-03-05 2025-10-21
10000. WELLS FARGO & CO 5.198% DUE 01/23/30   2025-03-06 2025-10-21
10000. WILLIAMS COS INC SR GLBL 5.300% 08/15/20   2025-03-07 2025-10-21
19. ZOETIS INC.   2025-03-05 2025-10-21
24. EATON CORP PLC ADR   2025-03-05 2025-10-21
25. TE CONNECTIVITY PLC ORD SHS   2025-03-05 2025-10-21
17. CHUBB LTD ORD ADR   2025-03-05 2025-10-21
5000. FEDERAL HOME LOAN BANK 5.375% DUE 03/19/2035   2025-03-07 2025-10-29
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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    
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 1,146   1,173 -27
b 5,257   5,220 37
c 14,347   13,937 410
d 19,653   17,463 2,190
e 18,604   13,739 4,865
1,604   652 952
321   129 192
5,132   1,912 3,220
8,340   2,885 5,455
14,162   9,494 4,668
356   238 118
3,001   1,965 1,036
2,162   1,409 753
9,661   5,846 3,815
410   216 194
939   930 9
1,801   1,771 30
7,528   7,188 340
3,556   3,382 174
2,958   2,771 187
12,158   8,163 3,995
9,365   4,649 4,716
3,743   1,595 2,148
3,433   3,395 38
11,561   9,548 2,013
6,815   5,527 1,288
2,827   2,127 700
1,060   785 275
7,320   5,309 2,011
1,918   1,389 529
5,351   3,858 1,493
2,322   1,601 721
2,322   1,600 722
202   122 80
4,796   2,895 1,901
4,756   5,433 -677
15,083   15,446 -363
2,672   2,580 92
2,989   2,853 136
951   884 67
362   336 26
1,087   995 92
45   41 4
1,948   1,768 180
1,676   1,464 212
136   117 19
589   476 113
1,805   1,449 356
17,308   9,846 7,462
17,521   9,795 7,726
637   356 281
44,497   28,851 15,646
28,923   9,240 19,683
287   304 -17
8,961   9,482 -521
4,830   5,110 -280
9,706   10,230 -524
7,484   7,520 -36
4,312   4,227 85
66,779   65,416 1,363
8,815   8,535 280
16,366   15,817 549
4,311   3,878 433
12,103   11,843 260
2,659   2,263 396
7,263   5,829 1,434
3,454   2,708 746
2,654   2,427 227
27,846   23,711 4,135
2,920   2,262 658
12,646   12,347 299
3,600   3,477 123
7,735   6,654 1,081
2,449   1,915 534
8,392   7,635 757
2,881   2,359 522
18,683   14,567 4,116
7,935   8,346 -411
8,477   8,808 -331
21,975   21,285 690
1,844   1,731 113
28,937   24,592 4,345
9,465   7,910 1,555
11,613   9,522 2,091
1,342   980 362
1,158   1,117 41
1,935   1,719 216
9,611   8,064 1,547
5,252   4,319 933
2,386   1,961 425
36,590   29,926 6,664
8,748   7,076 1,672
13,818   12,118 1,700
20,933   17,202 3,731
3,372   3,129 243
5,469   4,851 618
15,009   12,223 2,786
1,866   1,515 351
983   984 -1
1,676   1,573 103
9,846   9,061 785
16,687   15,329 1,358
32   39 -7
10,000   10,000  
3,259   2,774 485
20,314   18,638 1,676
2,759   2,600 159
1,791   1,674 117
8,133   5,299 2,834
449   579 -130
5,184   4,786 398
15,000   15,000  
15,000   15,000  
15,000   15,000  
15,000   15,000  
4,507   3,120 1,387
1,788   1,210 578
5,549   5,088 461
3,932   4,971 -1,039
24,635   16,989 7,646
21,553   20,231 1,322
22,733   18,275 4,458
10,351   10,093 258
10,097   9,982 115
2,303   2,508 -205
4,799   5,104 -305
10,347   10,137 210
25,766   23,113 2,653
10,539   10,138 401
6,409   6,491 -82
5,494   4,299 1,195
5,307   4,919 388
18,126   10,191 7,935
10,253   10,004 249
10,258   10,029 229
10,526   6,778 3,748
5,506   5,000 506
10,475   10,196 279
3,891   4,008 -117
5,629   6,287 -658
3,543   3,382 161
10,314   10,039 275
26,578   23,902 2,676
3,017   5,264 -2,247
4,173   4,052 121
36,241   32,038 4,203
8,679   8,124 555
5,866   5,263 603
10,427   10,071 356
9,962   10,000 -38
9,908   10,000 -92
14,917   15,000 -83
29,890   30,000 -110
8,592   8,420 172
34,830   33,678 1,152
10,422   10,312 110
1,595   1,892 -297
10,204   10,081 123
6,252   6,187 65
10,079   10,060 19
5,015   5,035 -20
10,533   10,349 184
8,953   7,554 1,399
35,907   32,004 3,903
5,521   5,534 -13
5,409   5,777 -368
37,232   28,885 8,347
10,400   10,191 209
6,620   5,218 1,402
20,114   13,071 7,043
4,172   4,149 23
5,103   5,080 23
4,897   4,926 -29
2,881   3,323 -442
7,796   5,844 1,952
6,065   6,722 -657
5,789   3,623 2,166
6,144   5,771 373
10,293   10,263 30
4,524   4,871 -347
15,186   15,040 146
15,087   15,043 44
16,601   16,959 -358
69,826   63,288 6,538
6,618   6,707 -89
5,548   5,002 546
10,340   10,114 226
10,341   10,154 187
2,777   3,175 -398
8,980   6,915 2,065
5,701   3,781 1,920
4,579   4,877 -298
5,000   5,000  
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
      960
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       -27
b       37
c       410
d       2,190
e       4,865
      952
      192
      3,220
      5,455
      4,668
      118
      1,036
      753
      3,815
      194
      9
      30
      340
      174
      187
      3,995
      4,716
      2,148
      38
      2,013
      1,288
      700
      275
      2,011
      529
      1,493
      721
      722
      80
      1,901
      -677
      -363
      92
      136
      67
      26
      92
      4
      180
      212
      19
      113
      356
      7,462
      7,726
      281
      15,646
      19,683
      -17
      -521
      -280
      -524
      -36
      85
      1,363
      280
      549
      433
      260
      396
      1,434
      746
      227
      4,135
      658
      299
      123
      1,081
      534
      757
      522
      4,116
      -411
      -331
      690
      113
      4,345
      1,555
      2,091
      362
      41
      216
      1,547
      933
      425
      6,664
      1,672
      1,700
      3,731
      243
      618
      2,786
      351
      -1
      103
      785
      1,358
      -7
       
      485
      1,676
      159
      117
      2,834
      -130
      398
       
       
       
       
      1,387
      578
      461
      -1,039
      7,646
      1,322
      4,458
      258
      115
      -205
      -305
      210
      2,653
      401
      -82
      1,195
      388
      7,935
      249
      229
      3,748
      506
      279
      -117
      -658
      161
      275
      2,676
      -2,247
      121
      4,203
      555
      603
      356
      -38
      -92
      -83
      -110
      172
      1,152
      110
      -297
      123
      65
      19
      -20
      184
      1,399
      3,903
      -13
      -368
      8,347
      209
      1,402
      7,043
      23
      23
      -29
      -442
      1,952
      -657
      2,166
      373
      30
      -347
      146
      44
      -358
      6,538
      -89
      546
      226
      187
      -398
      2,065
      1,920
      -298
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 234,253
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 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 3,469
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 3,469
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 3,469
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 736
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.............. 7 736
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 2,733
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofNEW HAMPSHIRE TRUST, ATTN PAUL M PROVOST Telephone no. (603) 223-2712

Located at89 N MAIN STREETCONCORDNH ZIP+403301
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
BANK OF AMERICA TRUSTEE
1 		947    
PO BOX 653067
DALLAS,TX752653067
NEW HAMPSHIRE TRUST TRUSTEE
1 		9,418    
89 N MAIN STREET
CONCORD,NH03301
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 NONE  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
858,490
b
Average of monthly cash balances.......................
1b
21,343
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
879,833
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
879,833
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,197
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
866,636
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
43,332
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
43,332
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
3,469
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,469
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
39,863
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
39,863
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
39,863
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, line 26, column (d) ..........
1a
43,319
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
43,319
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 39,863
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 566
f Total of lines 3a through e ........ 566
4Qualifying distributions for 2025 from Part
XI, line 4: $ 43,319
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 39,863
e Remaining amount distributed out of corpus 3,456
5 Excess distributions carryover applied to 2025. 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 4,022
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		4,022
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 566
e Excess from 2025 .... 3,456
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
NA
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.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
NEW HAMPSHIRE TRUST COMPANY
89 NORTH MAIN STREET
CONCORD,NH03301
(603) 354-4059
NONE
bThe form in which applications should be submitted and information and materials they should include:
STANDARD FORM INDICATING FINANCIAL AND EDUCATIONAL INFORMATI
cAny submission deadlines:
APPLICATION MUST BE COMPLETED BY THE END OF FEBRUARY EACH YE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SCHOLARSHIPS ARE AWARDED TO HIGH SCHOOL STUDENTS OF NEEDHAM,
Form 990-PF (2025)
Form 990-PF (2025)
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

Alissa Khan

123 GOULD ST
Needham,MA02494 		NONE   SCHOLARSHIP FOR 4,000

Abel Haller

24 HOLLAND ST
Needham,MA02492 		NONE   SCHOLARSHIP FOR 3,500

Jacob Figueroa

46 YURICK ROAD
Needham,MA02492 		NONE   SCHOLARSHIP FOR 4,000

Adonai Baptista

275 2ND AVENUE
Needham,MA02494 		NONE   SCHOLARSHIP FOR 3,500

Renand Salvant

14 MEMORIAL CIRCLE
Needham,MA02492 		NONE   SCHOLARSHIP FOR 4,000

Benjamin Gilman

18 TILLOTSON ROAD
Needham,MA02494 		NONE   SCHOLARSHIP FOR 4,000

Natalia Coutu

193 GARDEN ST
Needham,MA02492 		NONE   SCHOLARSHIP FOR 3,500

Jeimy Gonzalez

27 GUILD RD
Needham,MA02492 		NONE   SCHOLARSHIP FOR 4,000

Shayla Belcarris

97 CODMAN PARK
Roxbury,MA02119 		NONE   SCHOLARSHIP FOR 3,500

Yasmine Theolien

34 MERCIER AVENUE
Dorchester,MA02124 		NONE   SCHOLARSHIP FOR 4,000
Total ................................. 3a 38,000
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 23,167  
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 ............ 		    18 234,253  
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) ..   257,420  
13Total. Add line 12, columns (b), (d), and (e)..................
13
257,420
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
EIN:
04-6712607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 500 250   250

TY 2025 InvestmentsCorpStockSchedule
Name:
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
EIN:
04-6712607
Name of Stock End of Year Book Value End of Year Fair Market Value
VANGUARD REIT ETF 17,811 17,079
AMERICAN CENTY ETF TR 22,295 22,336
ISHARES TRUST CORE MSCI 35,639 35,963
VANGUARD FTSE DEVELOPED 35,630 36,420
SCHWAB US LARGE CAP GROWTH 205,774 207,235
SCHWAB US LARGE CAP VALUE 138,312 139,966
VANGUARD MID CAP 71,161 70,233
DIMENSIONAL US SMALL CAP 26,885 27,102
SPDR PORTFOLIO SHORT TERM 44,479 44,303
ISHS BARCLAYS INT GOVT/CRED BO 115,593 114,972
SCHWAB INTERMEDIATE TERM US TR 13,412 13,292
VANGUARD INTERMEDIATE-TERM 133,289 131,851
SCHWAB SHORT TERM US TREAS 26,672 26,563

TY 2025 LegalFeesSchedule
Name:
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
EIN:
04-6712607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEE 1,846 923   923


TY 2025 OtherExpensesSchedule
Name:
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
EIN:
04-6712607
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER FEES 26 26   0
NON DEDUCTIBLE FEES 9 0   0


TY 2025 OtherIncreasesSchedule
Name:
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
EIN:
04-6712607
Description Amount
CTF ADJUSTMENT YEAR END 1,000


TY 2025 TaxesSchedule
Name:
ROBERT L RIMMELE SCHOLARSHIP FUND TRUST
EIN:
04-6712607
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FILING FEE 35 35   0
FOREIGN TAX 186 186   0
FEDERAL ESTIMATED TAXES 528 0   0