Fidelity Foundation in Salem, New Hampshire (NH)

Fidelity Foundation
Employer Identification Number (EIN)	046131201
Name of Organization	Fidelity Foundation
Address	11 Keewaydin Dr Ste 100, Salem, NH 03079-2999
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	11/1992
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$350,571,200
Amount of Income	$521,250,063
Form 990 Revenue Amount	$21,359,087

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2012

Expenses for 2012

Assets for 2012

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2012)
Total revenue	$34,608,102	$34,539,710	$0
Contributions, gifts, grants, etc., received	$0
Interest on savings and temporary cash investments	$0
Dividends and interest from securities	$4,624,690
Gross rents	$0
Gross profit from sales of goods	$0
Other income	$69,765
Other	$29,913,647
Total expenses and disbursements	$20,768,333	$854,288	$0	$19,164,045
Compensation of officers, directors, trustees, etc.	$0
Total operating and administrative expenses	$3,308,000	$854,288		$1,703,712
Contributions, gifts, grants paid	$17,460,333
Excess of revenue over expenses and disbursements	$13,839,769
Net investment income		$33,685,422
Adjusted net income			$0

	Book Value	Fair Market Value
Balance Sheets (for 2012)
Total assets	$269,966,453	$336,020,153
Cash - non-interest-bearing	$0
Investments-U.S. and state government obligations	$0
Investments-corporate stock	$264,971,914
Investments-corporate bonds	$0
Investments-mortgage loans	$0
Investments-other	$0
Other	$4,994,539
Total liabilities	$0
Total liabilities and net assets/fund balances	$269,966,453

Capital Gains and Losses for Tax on Investment Income (for 2012)
Capital gain net income	$29,913,647
Net capital loss	$0

Excise Tax Based on Investment Income (for 2012)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No
Tax based on investment income	$336,854
Total credits and payments	$500,000
2012 estimated tax payments and 2011 overpayment credited to 2012	$500,000
Exempt foreign organizations-tax withheld at source	$0
Tax paid with application for extension of time to file (Form 8868)	$0
Backup withholding erroneously withheld	$0
Any penalty for underpayment of estimated tax	$0
Tax due	$0
Overpayment	$163,146
Amount to be credited to 2013 estimated tax	$163,146

Statements Regarding Activities (for 2012)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No
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 2012 or the taxable year beginning in 2012?	No

Statements Regarding Activities for Which Form 4720 May Be Required (for 2012)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	Yes
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No
Agree to pay money or property to a government official?	No
At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012?	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No
Provide a grant to an individual for travel, study, or other similar purposes?	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	Yes
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No

Minimum Investment Return (for 2012)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$337,658,544
Net value of noncharitable-use assets	$332,593,660
Minimum investment return	$16,629,683

Distributable Amount (for 2012)
Distributable amount	$16,292,829

Undistributed Income (for 2012)
Distributable amount for 2012	$16,292,829
Undistributed income for 2012. This amount must be distributed in 2013	$0

	2012	2011	2010	2009	Total
Private Operating Foundations (for 2012)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

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Id	Name	Address	State	Established	Total Income
Other organizations in New Hampshire
1	E Dante Bogni Trust	PO BOX 477, Concord, NH 03302-0477	NH	1998-07	$164,206
2	Earl Durkee Family Scholarship	PO BOX 477, Concord, NH 03302-0477	NH	1996-08	$4,930
3	Eastern Amateur Ski Education Foundation	PO BOX 430, Intervale, NH 03845-0430	NH	1966-10	$234,452
4	Edith & Douglas Powell Charitable Ii Tr	PO BOX 477, Concord, NH 03302-0477	NH	2008-02	$146,284
5	Edward A Lyon Trust Uw	PO BOX 477, Concord, NH 03302-0477	NH	1967-02	$30,871
6	Eleanor C Soule Memorial Building Maintenance Fund Fbo St Lukes	PO BOX 477, Concord, NH 03302-0477	NH	2008-05	$71,377
7	Eleanor White Tr	PO BOX 477, Concord, NH 03302-0477	NH	1959-04	$115,226
8	Emma S Mora Trust A Uw 122328	PO BOX 477, Concord, NH 03302-0477	NH		$399,159
9	Ethel Peabody Tr Fbo Various Charities	PO BOX 477, Concord, NH 03302-0477	NH	1991-08	$117,460
10	Examination Board Of Professional Home Inspectors	53 Regional Dr Ste 1, Concord, NH 03301-8500	NH	2000-04	$398,011
11	Fidelity Foundation	11 Keewaydin Dr Ste 100, Salem, NH 03079-2999	NH	1992-11	$521,250,063
12	Fonzies Fund Inc	34 Vincent Dr, Gilford, NH 03249-6441	NH	2008-08	$49
13	Francis D Mackedon Tr Uw Dtd 010791 31c017014	PO BOX 477, Concord, NH 03302-0477	NH	1993-06	$380,618
14	Family Builders Ministries	2 Francoeur Dr, Somersworth, NH 03878-2339	NH	2007-03	$92,124
15	Ferries Family Foundation	PO BOX 1679, New London, NH 03257-1679	NH	1998-08	$7,584
16	Eva Weisner Scholarship Fund	7 Edgewood Rd, Portsmouth, NH 03801-5742	NH	1984-05	$33
17	Even Par Social Club	102 Spruce St, Manchester, NH 03103-5327	NH	1994-01	$158,282
18	Eventide Home Incorporated	PO BOX 942, Rye, NH 03870-0942	NH	1959-02	$763,197
19	Executive Service Corps Of New Hampshire Inc	80 Locke Rd, Hampton, NH 03842-4013	NH	2004-07	$44,948
20	Executive Womens Golf Association Inc	453 New Boston Road, Francestown, NH 03043	NH	1997-05	$0

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