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Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation 7anrza6on may be able to use a copy of this return to satisfy state reporting
Mainnina . 2001, and en[
2001
oorganization Use the IRS
label GLAD SCHOLARSHfP AWARD 31A026017 Otherwise, Number and street (or P O box number if mail is not delivered to street address)
print or type
p0 BOX 477 See Specific Instructions City or town, state, and ZIP code
CONCORD, NH 03302-0477 i Check type of organization X Section 501(c)U3 exempt private foundation
3 Foreign organixations meeting the 85% lest crack nerd and attaUi com0ulatwn
,
---- E If Drlrdi91oun0alqn status was terminated Fair market value of all assets at end J Accounting method X Cash Accrual under senior 507(ol(1NA) rliea here of year (from Part II, Col (C), line 0 Other (specify) . . . . . . . . . .. . . . . F if the foundation ..in a fi0.mm~n termFnaiim 16 . 151,572 (Part l, column (d) must be on cash basis) under saner so7cbx+Xei rnw~ n~re
An alysis of Revenue and Expenses (a) Revenue and y N (d) Disbursements (The total of amounts in columns (6), (c), and ( ) et investment (c) Adjusted net for charitable (d) may not necessarily equal the amounts m expenses per income income
,_, ,___ ____ , .. _ . .~_ .__._ ._. .___~ , books purposes
m
1 Conlribulim~s p_Its pranls He rece~,e0 (atNrln schedule) ~~k , I I if the foundation is not requited to
LJ attach SU B 2 Distributions from split-interest trusts , , ,
3 Interest on savings and temporary cash investments
4 Dividends and interest from securities
Sa Gross rents . b (Net rental income or (loss)
6 a Net pain or (loss) from sale of assets not on line 10 b Gross sales price for all
assets on line 6a 7 Capital gain net income (from Part IV, line 2) , B Net short-term capital gain . . . . 9 Income modifcauons
I 0 2 Gross sales less mums and allwrances " ~-
b Less Cosh of goods sold ~-
c Gross profit or (loss) (attach schedule) , ,
11 Other income (attach schedule) , ,
7 c d
d
941
27 Subtract line 26 from line 12 d Ex c.ss of m~nu~ way .zp.ns. and al.EUnsni
b Net investment Income (if negative, enter -0-) -4 .744
For Paperwork Reduction Act Notice, see we instructions ,e~aio a ooo OT1019 N590 05/09/2002 10 24 25
Form 990-PF 200, 2 S 31A026017
L
' Fam,990-PF Department of tie Treasury
For calendar year 2007 G Check all that aooN
O
r-a
A Employer Identification number
V4'3111V1/
ROOM/suite B Telephone number (see page 10 0l the Instructions)
I (603) 229-5791 C It exemption application G
pending deck nerd
D 7 Foreign organoation5 check here
13 Compensation of officers . Directors trustees etc
d 14 Other employee salaries and wages
c 15 Pension plans employee benefits d
16a Legal fees (attach schedule) , , , , "4 6 b Accounting fees (attach schedule) C~ '
c Other professional fees (attach schedule)
N : 17 Interest _J !2
E 18 Taxes (attach schedule) (see page to of Anx~s) ~E 19 Depreciation (attach schedule) and depletion
' 4'
20 Occupancy . 21 Travel, conferences, and meetings . . .
10 22 Printing and publications . 23 Other expenses (attach schedule)
a 24 Total operating and adminlsVatNe expenses O Add lines 13 through 23
25 Contributions grits, giants paid 2 .051
I
941
941 8,000 8,941
23 i o a l iabil it i es aaa ones i i mr u n c
Organizations that follow SFAS 117, check here III and complete lines 24 through 26 and lines 30 and 31
14 Unrestricted . . . . . . . . . .
ZS Temporarily restricted . . . . . . .
26 Permanently restricted
Organizations that do not follow SFAS 717, check here and complete lines 27 through 31
27 Capital stock, trust prinqpal a current funds .
28 Paid In or capital surplus or land bWg and equipment fund
29 Retained earnings accumulated income endowment or other funds
30 Total net assets or fund balances (see page 17 of the
instructions)
31 Total liabilities and net assets/fund balances (see page 17 of
182 .827
JSA
tEi4203000
OT1019 N590 05/09/2002 10 24 25 31A026017 3 -
Attached schedules and amounts m the Balance Sheets description column Should be for ^,~�
1 Cash -nm-interes46eannp , , , , , , . . . . . . . 2 Savings and temporary cash investments , . , , . , , . 7 Accounts receivable III`
Less allowance for doubtful accounts 4 Pledges receivable
Less allowance for doubtful accounts t 5 Grants receivable , , , , , , . , , . . . .
6 Recervables due from officers . directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the Instructions) 7 Other notes and loans receivable (attach schedule) 0 .
Less allowance for doubtful accounts B Inventories for sale a use , , , , , . . , , . . , , , , , 9 Prepaid expenses and deferred charges , , , , , , , , 10a investments -U 5 and safe government obligations (attach schedule) b Investments - corporate stork (attach schedule)
c Investments - corporate bonds (attach schedule) . ,
1 investments -land buildings, III and equipment basis -------------------Leae accumulated depreciation 1 (attbchschedule) ___________________
12 Investments - mortgage loans , , , , , , , , ,
1 ; Investments - other (attach schedule) , , , , , , , 14 Land buildings and
equipment bass Less accumulated depreciation 1, (attach schedule) ____________________
15 Other assets (desrnbe 1 -___------___-_____ )
16 Total assets (to be completed by all filers - see page 16 of
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 III" __-_______________
the instructions)
Analysis of Changes in Net Assets or Fund Balances
I Total net assets or fund balances at beginning of year- Part II, column (a), line 30 (must agree with end-of-year figure reported on poor years return) , , , ,
2 Enter amount from Part I, line 27a , , , , , , Other increases not included in line 2 (itemize)
4 Add lines t, 2, and 3 5 Decreases not included in line 2 (itemize) R Total not aceafe nr find halanePS at enA of vaar fhnw 4 minus lina 51 - Part II rnLimn Ihl Imp 1n
178 .083
178,083
182,827 -4 .744
Form 990-PF (2001)
6 Enter 1% of net investment income (1% of Part[, line 27b) . . . . . . . . 1 6 1 44
3 .602 7 Add lines 5 and 6
8 Enter qualifying distributions from Part XII, line 4 - - - - . . . " . 1 8 1 8,941 II line 8 is equal to or greater than line 7 check the box in Park Vl line 1b, and complete that earl using a 1 % Ian r ace See th e Pan Vl instructions on papa 18
JSA ieiuoaooo Form 990-PF (2001)
OT1019 N590 05/09/2002 10 24 25 31A026017 4 -
Form 990.PF 120011 04-311101
M p operty real estate, acquired (c) Date acquired to sold a List and describe the kind( s ) r sdd leg ,
2-story brick warehouse, or common stock . 200 shs MLC Co ) P'P"'U'a~ mo , day. Into , day, yr )
D-Donation( Y. Yr
(d) Da
(e) Gross sales price (n Deprecation alloyed (g) Costa other basis (h) Gain w (loss) (or allowable) I plus expense a sale I . (e) plus (f) minus (g)
d
>m ie[e only wr assets snowing gain m column n ana ownea o one rounaanon on iziavoa (q Gams (Cd (h) gain minus
(q F M V as of 72/31/69 U) Adjusted basis (k) Excess of cd (i) cot (k), but not less than -0-) or as of 12/31/69 over cd G), if any Loses (from call (h))
It gain, also enter in Part I, line; 2 Capital gain net income or (net capital loss) { IT (loss), enter-0- in Part I, line 7 } 2 3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)
I( gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions) 1r If (loss) . enter-0- in Part 1 . line 8
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income )
Ii section 4940(d)(2) applies, leave this part blank
Was the organization liable for the section 4942 tax on the distributable amount of any year in the base period?. , F-] Yes X No If "Yes," the organization does not qualify under section 4940(e) Do not complete this part
1 Enter the appropriate amount in each column for each year, see page 18 of the instructions before making any entries
Base period yea years Calendar r I Adjusted qualifying distributions I Net value of nonchantablo-use assets Distnbution ratio
(or lax year beginning in) (cot (b) divided by co
2000 3,916 168,418 0 0232 isss
1997 1996
2 Total of line i, column (d) . . . . . . . . . . . . . . 2 0 02325167144 3 Average distribution ratio for the 5-year base period-divide the total on line 2 by 5, or by
the number of years the foundation has been in existence A less than 5 years , , 3 0 02325167144
4 Enter the net value of noncharitable-use assets for 2001 from Part X, line 5 . , . 1 4 1 153,009
5 Multiply line 4 by line 3 , , , , , , , , , 1 5 1 3,558
1 a Exempt operating foundations described in section 4940(d)(2), check here " U and enter 'N/A" on line 1 Dale of ruling letter - _ -- _ _ -- _ (attach copy of ruling letter H necessary - am Instructions)
b Domestic or anizations that meet the section 4940(e) requirements in Part V, check here " X and enter 1 % of Part I, line 27b , . . . . . . . . . . . . . ,
e All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4°/, of Part I, line 12, cot (b) 2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0.) , , , 3 Addlines l and 2 , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , 4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and ramble foundations only Others enter -0.), , , , 5 Tax based on Investment Income Subtract line 4 from line 3 If zero or less, enter -0- , , , , , , , , , , , , , , 6 Credits/Payments a 2001 estimated tax payments and 2000 overpayment credited to 2001 , , , , , 6a b Exemptforeignorganizations -tax withheld at source , , , , , , , , , , , , 6b NOW c Tax paid with application for extension of time to file (Form 8868) , , , , , 6c NOW d Backup withholding erroneously withheld ,
7 Total credits and payments Add lines 6a through 6d . . . . . . . . . . . . . . . , , 8 Enter any penalty for underpayment of estimated tax Check here O if Form 2220 is attached 9 Tax due If the total of lines 5 and 8 is more wan line 7, enter amount owed , , , , , , , , , , ,
7 0 Overpayment 11 line 7 is more than the total of lines 5 and 8, enter the amount overpaid . , . . . , . 11 Enter the amount of line 10 to be Credited to 2002 estimated tax " ~ Refunded 110
44
44
NONE
Activities 1 a During the tax year, did the organization attempt to influence any national, state, w local legislation a did Yes No
it participate or intervene in any political nmpaign7 , , , , , , , , , , , , , , , , , , , , , , , 7 a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page
19 of the instructions la definihon)7 , , , , , , , , , , , , , , , , , , , , , 1 b X 11 the answer is 'Yes'to 1a or 16, attach a detailed descnphon of the activities and copes of any materials published or distributed by the organization m connection with the activities
c Did the organization file Form 7120-POL !a this year? , , , , , , , , , , , , 1 c X
d Enter the amount (if any) of lax on political expenditures (section 4955) imposed during the year
(1 ) On the organization " $ (2) On organization managers " $ e Enter the reimbursement (it any) paid by the organization during the year for political expenditure tax imposed
on organization managers " $ 2 Has the organization engaged in any activities that have not previously been reported to the IRS? , , , , , , , , , 2 K
11 'Yes,' attach a detected description of the activities 3 Has the organization 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 X 4 a Did the organization have unrelated business grass income of $1,000 or more during the year? , , , , , , , , , 4a b If 'Yes," has it filed a lax velum m Form 990-T for this years , , , , , , , , , 4b NfAX
5 Was there a liquidation termination, dissolution, or substantial contraction during the years , , , , , , 5 X
If 'Yes,' attach the statement required by General Inslivclion T
6 Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either By language in the governing instrument or By slate legislation that effectively amends the governing instrument so that no mandatory directions that conflict with the state law remain in the governing instrument? , , , , , , 6
7 Did the organization have at least $5 000 in assets at any time during the year? 11 "Yes, ' complete Part 11 cot (c), and Part XV , , 7 X 8 a Enter the states to which the foundation reports or with which it is registered (see page 19 of the
instructions) " MA-- --------------------------------------------------------b II the answer is 'Yes' to line 7, has the organization furnished a copy of Farm 990.PF to the Attorney
General (or designate) of each slate as required by General Instruction G7 1f 'NO,' attach explanation 8b g Is the organization claiming status as a private operating foundation within we meaning of section 4942Q)(3)
or 49420)(5) for calendar year 2001 or the taxable year beginning in 2001 (see instructions for Part XIV on page 25)? M'Yes'completePaAXIV , , . . . . . . . . . . . s X
10 Did any persons became substantial contributors during the tax year? 7'Yes,"attach a schedule listing their names and addresses 10 X 11 Did the organization comply with the public inspection requirements far its annual returns and exemption application' 11 X
Web site address 12 7hebooks areincare ot t_BANKNORTH,-N-A-- IMG________--------------_ Telephoneno o-(-6030-229-5791
lowtedat , 143 NORTH MAIN ST , CONCORD, NH ___---_--------___- ZIP+a ~-__- 03301 11 Section 4947(a)(1 ) nonexempt charitable trusts filing Form 99aPF in lieu of Form 1041 -Check here , , . . . , , , "II
and enter the amount of tax-exempt interest received w accrued during the veer . . ~ ~ 13 Jy, Form 990-PF (2001) tEfa4D/000
OT1019 N590 05109/2002 10 24 25 31A026017 5 -
-3111 Income (Section 49401a1 . 4940Ib1 . 49401e1 . or 4948
5
File Form 4720 If any Item Is checked In the 'Yes" column, unless an exception applies Yes NC 1 a During the year did the organization (either directly a indirectly)
(1) Engage in the sale or exchange, or leasing W property with a disqualified person? . . . . ~ Yea ~ No (2) Borrow money from, lend money to or otherwise extend Credit to (a accept it from)
a disqualified persons . . . . . . . . . . . . . . . . . . . Yes X No
(3) Furnish goods, services, or facilities to (a accept them from) a disqualified person? . ~ Yes No (4) Pay Compensation to, or pay or reimburse the expenses of, a disqualified person? . . . . . . Yes X No
(5) Transfer any income or assets to a disqualified person (a make any of either available far the benefit or use M a disqualified person)7 . . . . . . . . . . . . . . . . . . . . E -] Yes a No
(6) Agree to pay money or property to a government official? (Exception Check "No* If the organization agreed to make a grant to or to employ the offiaal for a penal after termination of government service, ii terminating within 90 days ) . . . . . . . . . . . . . D yes E~ No
b If any answer is 'Yes' l0 1 all }(6), did any of the acts fail to qualify under the exceptions desaihed in Regulations section 53 4941(d)-3 or in a current notice regarding disaster assistance (see page 19 0l the instructions)? . 7 b X
Organizations relying on a current nonce regarding disaster assistance check here . . . . . . . . ~ "~ c Did the organization engage in a prior year in any of the acts described in 1a, other than excepted acts,
shat were not corrected before the first day of the tax year beginning in 2001'+ . . . . . . . . . . . . 1C X 2 Taxes on failure to distribute income (section 4942) (does not apply for years we aganzation was a private
operating foundation defined in section 4942Q)(3) or 4942Q)(5)) a At the end of tax year 2001, did the organization have any undistributed income (lines 6d
and 6e, Part %III) for tax year(s) beginning before 20017 . . "
. . . . . . O Yes E~ No If'Yes,'list lheyears " __________ . _________ . _ -_____ . ________
b Are there any years listed in 2a for which the aganuabon is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income? (It applying section 4942(a)(2) to all years listed answer "NO" and attach statement - see page 19 0( the instructions ) . . . . . . . . . . . . . . 2b K
c I! the provisions o! section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here
3 a Did the organization hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? , , , , , , , , , , , , , Yes aNo
b If 'Yes 'did it have excess business holdings in 2001 as a result W (1) any purchase by the organization or disqualified persons after May 26 1969, (2) the lapse of the 5-year period (or longer penod approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest a (3) the lapse of the 10-, 15-, or 20-year first phase holding periods (Use Schedule C, Fomr 4720, to determine t/ the organization had excess business holdings m 2001) . . . . . . . . . . . . . . 3 b X
4 a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? . . . . as X
b Did the organization 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 20017 . . . . . . <b X
5 a During the year did the organization pay a incur any amount to (1) Carry on propaganda or otherwise attempt to influence legislation (section 4945(e))7 , , a Yes a No (2) Influence the outcome of any specific public election (see section 4955), a to carry
on, directly or indirectly, any voter regisVauon drive? , , , , , , , , , , Yes X No (3) Provide a grant to an individual for travel study, or other similar purposes? H Yes eX No (4) Provide a grant to an organization other than a charitable, etc , aganization described
in section 509(a)(7), (2), a (3), or section 4940(d)(2)? , , , , , , , , , , Yes OX No (5) Provide for any purpose other than religious, charitable, scientific literary, a
educational purposes, or for the prevention of cruelty to children a animals , , , , D Yes FXI No
b If any answer is 'Yes* to 5a(1 }(5), did any of the transactions fail to qualify under the exceptons described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see page 20 of the instructions)? ~ " Sb X Organizations relying on a current nonce regarding disaster assistance check here . .
c If the answer is "Yes' to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? . . . . . , D Yes ~ No If 'Yes,' attach the statement required by Regulations section 5349455(d)
6 a Did the organization, during the year receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . , , ElYes OX No
b Did the organization, during the year, pay premiums, directly a indirectly, on a personal benefit contract? , , 6b X I7 you answered 'Yes' lo 66. also file Fam 8870
JSA ~EiaSp 4 000
071019 N590 05/09/2002 10 24 25 31A026017 6 -
Form 990-PF 120011 04- for Which Form
Form 990-PF (2001)
Summary of Direct Charitable Activities
List tie foundation's four largest direct charitable activities during lie tax year Include relevant statistical information such as the number Expenses of organizations and other beneficiaries served conferences converted, research papers produced etc
i - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
------------- --NONE - --- --
2
----------------------------------------------------------------------------
3
----------------------------------------------------------------------------
4
----------------------------------------------------------------------------
Form 99D-PF (2001) JSA ietaso a 000
OT1019 N590 05/09/2002 10 24 25 31A026017 7 -
Form99o-PF(20o~) 04-3111017 Page 6 Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors
7 List all officers, directors, trustees, foundation managers and their compensation see a e 20 of the instructions
(a) Name and address (b)~Tiulefsan~drage (c) Compensation dal Contributions io
p (If not paid, enter employ" benefit plans (e) Expense account
devoted to position y~_ and deterred co,np¢nsaiwn other allowances
-------------------------------------- SEE STATEMENT 4 1,882 -0- -0---------------------------------------
--------------------------------------
-------------------------------------I
2 Compensation of five highest-paid employees (other than those included on line 1 - see page 21 of the instructions) If none, enter "NONE."
(D) Title and average (a) conirouum sms to (e)Expense account, (a) Name and address of each empI oyea0aidmoethan550000 hours pervveek (c) Compensation amoiweebmempians devoted to position and aelerteu compensabm other alloxance5
NONE - - - - - - - - - - - - - - - - - - - - - - - - - - - - - ---------------------------------------
--------------------------------------
- - - - - - - - - - - - - - - - - - - - - - - - - -
- - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Total number of other employees paid over $50,000 . " I NONE 3 Five highest-paid independent contractors for professional services - (see page 21 of the instructions) If none, enter
"NONE"
NONE ----------------------------------------------------
----------------------------------------------------
----------------------------------------------------
----------------------------------------------------
-----------------
nn other program-related imestmens fee papa zz of the instructions
3 NONE
---------------------------------------------------------------
7
4c
NONE 7,606
8,941 NONE
NONE
NONE NONE
8,941
44
Qualifying Distributions (see page 23 of the instructions) 1 a b
2
3 a b
a 5
6
Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes Expenses, contributions, gifts, etc - total from Part I, column (d), line 26 . . . , . . . . 7 a Program-related investments - Total from Part IX-B, . . . 1 b Amounts paid to acquire assets used (or held for use) directly in c.arrying out charitable, etc , purposes . . . . . , . . 2 Amounts set aside for specific charitable projects that satisfy the Suitability test (prior IRS approval required)
. . . . . . . , , . . 3a
Cash distribution test (attach the required schedule) 3b Qualifying distributions Add lines 1a through 3b Enter here and on Part V, line 8 and Part XllCline 4 4 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment I I income Enter 1% of Part I, line 27b (see page 24 of the instructions) ~ 5 Adjusted qualifying distributions Subtract line 5 from line 4 . . . C Note The amount online 6 will be used m Part V, column (b), m subsequent years when calculating whether the foundation
qualifies (or the section 4940(e) reduction of tax in those years
tE147o a 000
OT1019 N590 05/09/2002 10 24 25 31A026017 8 -
1 NONE
--------------------------------------
2
--------------------------------------
---------------- ----------------
LEM Minimum Investment Return (All domestic foundations must complete this part F see page 22 of the 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 securtUes . , , , . . , , , . , , b Average of monthly cash balances . , , . . . . . , c Fair market value of all other assets (see page 22 of the instructions) , , , , , , , , , , , d Total (add lines 1a, b, and c) . . , , , , , , , e Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) ffi ~
. , . . . 1e 2 Acquisition indebtedness applicable to line 1 assets . . . . . . , , , . . , , 3 Subtract line 2 from line 1d 4 Cash deemed held for charitable activities Enter 1 1/2% of line 3 (for greater amou
ffi nt, see page 23
of the instructions) 5 Net value of nonchantable-use assets Subtract ~tine 4 from line 3 Enter here and on Part V, line 4 6 Minimum investment return Enter 5% of line 5
Distributable Amount (see page 23 of the instructions) (Section 49420(3) and Q)(5) prn foundations and certain foreign organizations check here fi~ and do not complete this
1 Minimum investment return from Part X, line 6 . . . . . . . . . . " 2 a Tax on investment income for 2001 from Part VI, line 5 2a 44
b Income tax for 2001 (This does not include the lax from Part VI) . . 2b c Add lines 2a and 2b
3 Distributable amount before adjustments Subtract line 2c from line 1 4 a Recoveries of amounts treated as qualifying distributions , , , . 4a NONE b Income distributions from section 4947(a)(2) trusts . , 4b c Add lines 4a and 4b
5 Add lines 3 and 4c . . " . " . . . 6 Deduction from distributable amount (see page 23 of the instructions) 7 Distnhufahle amount as aAiusled Suhtract line 6 from tine 5 Enter here and on Part XIIL hna 1 . .
1a
2
4
2c
Amount
135,998, 19,341
Form 990-PF(2001)
OT1019 N590 05/09/2002 10 24 25 31A026017 9 -
04-3111017 Forth 990-PF(2001) Papa S
ORM Undistributed Income (see page 24 of the instructions)
(a) (b) (c) (d) 1 Dislribulable amount for 2001 from Part XI, Corpus Years prior to 2000 2000 2001
dine ? , , , , . 7,606 2 Undistributed income If any, as of the and 012000
a Enter amount for 2000 only , , , , , , 4,336
b Total lorprior years NON 3 Excess distributions car over. d any, to 2001 a From 1996 NON b From 1997 NON c From 1998 NON d From 1999 , . , NON a From 2000 , , , , , , NON f Total of lines 3a through e , , , , , , , . NON
4 Qualifying distributions for 2001 it= Part XII, line 4 . 8, 94 1_
a Applied to 2000, but not more than line 2a , . 4,336
b Applied to undistributed income of prior years (Electlonrequired -seapage 24ofNeinslnictlons) , NON
c Treated as distributions at of corpus (Election required - see page 24 of the instructions) , . NON
d Applied to 2001 distributable amount . . . , 4,605 e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to2001 NON NONE (Man amount appears in column (d), the same amount must be shown in column (a) )
6 Enter the net total of each column as indicated below
a Corpus Add lines 3f. 4c, and 4e Subtract line 5 NON
b Prior years' undistributed insane Subtract line 4b from line 2b , , , , NON
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 , , NON
d Subtract line 6c from line 6b Tamable amount - see page 25 of the instructions , , NON
B undistributed income for 2000 SUbtract line as from line 2a Taxable amount see page 25 0l the instructions
f Undistributed income for 2001 Subtract lines 4d and 5 from line 1 This amount must be distributed in 2002 3, 001
7 Amounts treated as disiribuhrns out of corpus to satisfy requirements imposed by section 170(b)(1)(E)or4942(g)(3)(seepage 25 of the instructions) NON Excess distributions carryover from 1996 not applied on line 5 or line 7 (see page 25 of the instructions) . NON
9 Excess distributions carryover to 7002 Subtract lines 7 and 8 from line 6a . . . NON
10 Analysis of line 9 a Excess from 1997 NON b Excess from 1998 . NON c Excess trap 7999 . . NON d Excess from 2000 NON a Excess from 2001 NON
Form 990-P F (2001)
Ju tE1480I 000
in section
Qualifying autMOUUans from Pan wi line sineach year isiea
Nnaunls nCI .dodm line 2c not wad directly for aCiw cancua of exempt epMUas , , . , ,
Ou8lilpnpC6Npu1pI5made directly for WW anaua a exempt actimile ; subtract line 30from line 7c . . .
3 compete 3a 0 o c la me allamalfe x¢31 M90 upon
d "qysaLS'allanatw test east
(1) ValuedalfasaeU . . (2) value odasetsqu2lifying
uoaeseno, .e .20M3x3x1) . .
b 'EnEOwmenPeuemaiwiest-Enter Z3 0l minimum Inxasimeni Islam sliaxn n Pan x Ina B la aaCi ycor iu1m . . . . . . . .
C 'Su0POr1'alianaNeieSi-enter
(1) Total support 01I1RNy1 gross imeastmern income (interest EMO9iE3 Wb payments on scxcunties loans (section 51i(a)(5)} w rqalua)
(2) support from general public and s w more exempt organizations as prowaeo n serum 4a2ONJMBKW) . .
(3) Largest amount d support from an exempt organization
d Any restrictions or limitations on awards such as by geographical areas charitable fields, kinds of insutuhons or other factors GRADUATES OF MAYNARD & GARDNER HIGH SCHOOLS
isn 1E14B07000
071019 N590 05/09/2002 10 24 25 31A026017 Form, 990-PF (zoo,)
10 -
990-PF
1 a If the foundation has received a ruling or determination letter that R is a private operating foundation, and the ruling is effective for 2001, enter the date of the ruling . . . . ,
b Check box to indicate whether the organization is a
2a Enter the lewer of the adjusted net income from Part I or the minimum Investment return horn Part X for each year listed . . .
b 85% of line 2a . . .
Supplementary Information (Complete this part only If the organization had $5,000 or more in assets at any time during the year - sea page 26 of the Instructions )
Information Regarding Foundation Managers a List any managers of the foundation who have contributed mare 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) )
N/A b List any managers of the foundation who own 10% or more of the stock of a corporation (a an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% a greater interest
N/A Z Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc , Programs
Check hem III if tie organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests fog kinds II she organization makes gifts grants, etc (see peas 26 of the instruchms) m individuals a organizations under other conditions, complete items 2a D c, and d
a The name address, and telephone number of the person to whom applications should be addressed SEE STATEMENT 5
b The form in which applications should be submitted and information and materials they should inducts APPLICATION AT ATTORNEY'S OFFICE
c My submission deadlines APRIL 30 ANNUALLY
1 V l01
b Approved /or future payment .
JSA
lEta01 3 000
OT1019 N590 05/09/2002 10 24 25 31A026017 11 -
3 Grants and Contributions Paid During the Year or proved for Future Payment if recipient is an inGmdual FounOation Recipient show an ralatwnshlp to status of Purpose of grant or
Name and address (home or business) any foundation manager contribution or Substantial contributor recipient
Paid during the year
SEE STATEMENT 6
Amount
Fog 990-PF (2001 )
11 Activities
or Enter gross amounts unless otherwise indicated (b)
Amount 1 Program service revenue code a b
e
d
e
f
p Fees and contracts from government agencies
2 Membership dues and assessments , ,
3 Interest on savings and temporary gash investments
4 Dividends and interest from securities 5 Net rental income or (loss) from real estate
a Debt-financed properly b Not 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 9 Net income or (loss) from special events
10 Gross profit w (loss) from sales of inventory . . 11 Other revenue a
b c d . a
12 Subtotal Add columns (b), (d), and (e) 13 Total Add line 12, columns (b), (d), and (e), , ,
4
. . . . . . . . "13
Fom, 990-PF (2001)
JSA tE1492 a 000
OT1019 N590 05/09/2002 10 24 25 31A026017 12 -
Form 990-PF
Business
04-3111017
(d)
Relationship of Activities to the Accom plishment of Exempt Purposes Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
Line NO the accomplishment of the organizations exempt purposes (other than by providing funds for such purposes) (See page 27 of the instructions )
T
Did the organization directly or indirectly engage in any of the following with any other organization described in section 507(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
a Transfers from the reporting organization to a nonchantable exempt Organization of (1) Cash . . . (Y) Other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
b Other Transactions (1 ) Sales of assets to a noncharitable exempt Organization , , , , , , , , , , , , , , , , , , , (Z) Purchases of assets from a nonUiaritable exempt organization , , , , , , , , , , (3) Rental of facilities, equipment, a other assets , , , , , , , , , , , , , , , , , , , , , , , , , , , , , (4) Reimbursement arrangements , , , , , , , , , , , , , , , , , , , , , , , , , , (5) Loans or loan guarantees , , , , , , , , . . , , , , , , . , , , , , , , , , , , , , . , , . , (6) Performance of services or membership a fundraising solicitations , . . . . , , , ,
c Sharing of facilities, equipment, mailing lists other assets, a paid employees , , , , , , 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 organization If the organization received less than fair market value in any transaction or sharing arrangement, show in column (A) the value of the goods, other assets, or services
X z
X X X X X z X
2 a Is the organization directly or indirectly affiliated with, or related to, one a more tax-exempt organizations described in section 501(c) of the Code (other than section 501(c)(3)) a in section 527 , , , , , , , , , , ~ Yes aX No
Under pen e of p ~u , i decl e at true forte t a c 1 e a ~ i
m ' Signature of officer r so o 1 `m x c i _ Preparers ~ m an c (
_y ~ io O signature 1 �17G nm a a j Firm's name (or yours '
if self-employed) address, and ZIP code CONCORD NH
JSA tEtaW 3 000
OT1019 N590 05/09/2002 10 24 25
pined this return including accomPanNnp schedules and statements and to the best o! my knowledge and belief it is (other than taxpayer or fid
WILLIAM J P
------------ TOTAL CONTRIBUTIONS PAID 8,000
------------
XD577 7000
E Oi1019 N590 0510912002 10 24 25 31A026011 19 STATEMENT 6
GLAD SCHOLARSHIP AWARD 31A026017
FOAM 990PF, PART %V - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR
RELATIONSHIP TO SUBSTANTIAL CONTRIBUTOR AND
RECIPIENT NAME AND ADDRESS FOUNDATION STATUS OF RECIPIENT -------------------------- ------------------------------
GIAD-KLEMDA AWARD GARDNER HIGH SCHOOL GUIDANCE DEPARTMENT 200 CATHERINE STREET GARDNER . MA 01440
GIRD SCHOLARSHIP AWARD MAYNARD HIGH SCHOOL LISA DONOHUE, GUIDANCE DEPT 1 TIGER DRIVE MAVNARD, AIR 0115E
KLEMOLA GLAD AWARD MAVNARD HIGH SCHOOL LISA DONOHUE, GUID DEPT 1 TIGER DRIVE MAYNARD, MA 01154
04-3111017
PURPOSE OF GRANT OR CONTRIBUTION AMOUNT -------------------------------- ------
SCHOLARSHIP AWARDS 1,000
SCHOLARSHIP AWARDS 6,000
SCHOLARSHIP AWARDS 1,000
FORM 990PF, PART I - INTEREST ON TEMPORARY CASH INVESTMENTS
TOTAL
31A026017 14 STATEMENT 1 OT1019 N590 05/09/2002 10 24 25
GLAD SCHOLARSHIP AWARD 31A026017
DESCRIPTION
FIRST MASSACHUSETTS BANK, NA FEDERATED TREASURY OBLIGATIONS #6H
XD577 2000
REVENUE
AND
EXPENSES
PER BOOKS
515 258
- - - - - - - - - - - -
773
04-3111017
NET
INVESTMENT
INCOME
515 258
- - - - - - - - - - - -
773
FORM 990PF, PART I - DIVIDENDS AND INTEREST FROM SECURITIES -----------------------
TOTAL
OT1019 N590 05/09/2002 10 24 25 31A026017 STATEMENT 2 15
GLAD SCHOLARSHIP AWARD 31A026017
DESCRIPTION
SEI INTER TERM GOVT FUND #46
%D577 Y 000
REVENUE AND
E%PENSES PER BOOKS
4,53a ------------
a,53a
04-3111077
NET
INVESTMENT
INCOME
4 534 ------------
4 534
990-PF TAXES 169 ------------
TOTALS 169
xos7e z o00 071019 N590 05/09/2002 10 24 25 16 - 31A026017
GLAD SCHOLARSHIP AWARD 31A026017
FORM 990PF PART I - TAXES
DESCRIPTION
REVENUE
AND
EXPENSES PER BOOKS
04-3111017
STATEMENT 3
GLAD SCHOLARSHIP AWARD 31A026077 Od-3171017
FORM 990PF, PART VIII - LIST OF OFFICERS, DIRECTORS AND TRUSTEES
1,882
%0577 2000 - OT1019 N590 05/09/2002 10 24 25 31A026017 STATEMENT 4 17
TITLE AND TIME
NAME AND ADDRESS DEVOTED TO POSITION ---------------- -------------------
BANKNORTH N A IMG TRUSTEE PO 80% 477 CONCORD, NH 03302-0477
GRAND TOTALS
COMPENSATION ------------
1 .882
SCHOLARSHIP COMMITTEE, C/O PETER C ARMBRUSTER 470 MAIN STREET FITCHBURG MA 01420
STATEMENT 5
XD576 2 000 OT1019 N590 05/09/2002 10 24 25 31AO26017 18
''~LAD SCHOLARSHIP AWARD 31AO26017
FORM 99OPF, PART XV - NAME, ADDRESS AND PHONE FOR APPLICATIONS
04 - 3 1 110 17
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