2025-10-27T13:38:54-04:00 2024-12-31 412243136 CAREW & WELLS PLLC 104 N STATE ST CONCORD NH 03301 990PF 2024-01-01 026011388 PUTNAM FOUNDATION PUTN 6033522448 PO BOX 323 KEENE NH 03431 EMILIE JACOBS TRUSTEE/CHAIR 6033522448 2025-10-22 true ROBIN D WELLS P00041166 6032243950 2025-10-27 2024 2025-03-06 01:10:19Z X 38082305 X X 74539 74539 448605 448605 2713529 16521186 2713529 -227821 25000 3008852 3261673 666 666 4977 4977 103663 103663 16879 16879 6343 6268 75 5103 5103 266747 82657 184090 404378 215110 189268 1633363 1633363 2037741 215110 1822631 971111 3046563 312032 88926 88926 914772 464212 465202 25950 200000 200000 200000 200000 657516 1515031 1548544 19708810 20450540 24731620 625058 964507 985097 4405978 5185258 9881533 181383 181383 181383 27031499 29049857 38082305 185000 -184745 -184745 185000 X 27216244 28864857 27216244 28864857 27031499 29049857 27216244 971111 999842 29187197 322340 28864857 VANGUARD INST INDEX FUND P 2024-03-21 2024-10-01 200000 184711 15289 15289 ARTISAN INTL VALUE FUND P 2018-04-11 2024-10-01 200000 144837 55163 55163 PIMCO INVESTMENT GRADE CR P 2024-03-27 1137369 1350882 -213513 -213513 VANGUARD 500 INDEX FUND P 2024-03-21 10153185 7553526 2599659 2599659 VANGUARD SHORT TERM INV GRADE P 2024-04-19 2442074 2609522 -167448 -167448 COMMERCE BRECKENRIDGE SEE ATTACHED P 884557 885300 -743 -743 COMMERCE BRECKENRIDGE SEE ATTACHED P 464575 466782 -2207 -2207 COMMERCE WCM SEE ATTACHED P 132787 124246 8541 8541 COMMERCE WCM SEE ATTACHED P 658494 487851 170643 170643 2713529 23087 42347 42347 42347 75459 75459 33112 33112 false false false false false false false true true NH true false false false false true N/A JESSICA QUINN 6033522448 PO BOX 323 KEENE NH 03431 false false false false false false false false false false false false false false false false false false false false EMILIE JACOBS PO BOX 323 KEENE NH 03431 TRUSTEE/CHAI 000.00 0 0 0 TODD WARDEN PO BOX 323 KEENE NH 03431 TRUSTEE/VICE 000.00 0 0 0 JACQUES DELORI PO BOX 323 KEENE NH 03431 TRUSTEE 000.00 0 0 0 ROWAN G FINNEGAN PO BOX 323 KEENE NH 03431 TRUSTEE 000.00 0 0 0 ALEXANDRA PUTNAM PO BOX 323 KEENE NH 03431 TRUSTEE 000.00 0 0 0 JESSICA QUINN PO BOX 323 KEENE NH 03431 EXECUTIVE DI 20.00 0 0 0 NONE NONE N/A 26742493 200479 8134762 35077734 35077734 526166 34551568 1727578 1727578 42347 37 42384 1685194 1685194 1685194 1822631 1822631 1685194 242502 53646 80752 37121 414021 1822631 1685194 137437 551458 0 242502 308956 53646 80752 37121 137437 JESSICA QUINN PO BOX 323 KEENE NH 03431 6033522448 KBROOKS@MCMXI.COM LETTER TO FOUNDATION STATING THE PROPOSED USE OF THE FUNDS REQUESTED AND RELEVANT FACTS AND INFORMATION. NONE THE PRINCIPAL MISSION OF THE FOUNDATION IS TO PROVIDE FINANCIAL SUPPORT FOR THE ARTS, HISTORIC PRESERVATION AND CULTURAL ENHANCEMENT IN NEW HAMPSHIRE AND ENVIRONMENTAL CAUSES NATIONALLY AND INTERNATIONALLY. SEE ATTACHED ATTACHED ATTACHED NH 03431 NONE GRANT 1633363 1633363 14 74539 14 448605 15 25000 18 2713529 MISCELLANEOUS INCOME 1 835 PASS THROUGH PARTNERSHIPS -253656 3262508 -253656 3008852 false false false false false false false false false false ACCOUNTING FEES 4977 4977 SEE ATTACHED 964507 985097 SEE ATTACHED 20450540 24731620 1515031 1548544 SEE ATTACHED AT COST 5185258 9881533 LEGAL FEES 666 666 MARKEM CORP ROYALTY 181383 181383 181383 BOOK V FMV DECREASES TO BASIS 322340 EXPENSES ADMINISTRATION SUPPORT 241500 72450 169050 DUES & SUBSCRIPTIONS 14976 14976 BANK CHARGES 98 98 INVESTMENT EXPENSES 10073 10073 TECHNOLOGY 72 36 36 POSTAGE 28 28 ROYALTIES 25000 25000 MISCELLANEOUS INCOME 835 PASS THROUGH PARTNERSHIPS -253656 NON TAXABLE K-1 INCOME 999842 DUE FROM INTERCOMPANY ACCTS -184745 NH COMMUNITY LOAN FUND 200000 INVESTMENT MANAGEMENT 99625 99625 TRUSTEE & DIRECTOR EXPENSES 4038 4038 FOREIGN TAX PAID 6268 6268 STATE OF NH 75 75