Meetings
The Trustees meet quarterly on the third Thursday of January, April, July and October, and such additional times as necessary.

Trustees of trust funds MINUTES
Trustees of Trust Funds minutes are posted on the Town website and at Town Hall.

Members
One Trustee is elected annually to serve a three year term.  Affirmed by majority vote, the senior elected trustee serves as the chair.  Mr. Bittel also serves as the bookkeeper/treasurer.  As many as two Alternate Trustees may be nominated by the Trustees for Board of Selectmen appointment to one year terms.  All parties are Swanzey residents.

Elected Trustees:
Steven D. Bittel (term expires March 2023) –  sbittel@swanzeynh.gov
Edward A. Morenz (term expires March 2021) –  emorenz@swanzeynh.gov
Richard A. Scaramelli (term expires March 2022) –  rscaramelli@swanzeynh.gov

Appointed Alternate Trustees:
Frederic Peters  (term expires May 2020) 

Duties
The Trustees of Trust Funds maintain custody of all trust funds held by the Town of Swanzey and Monadnock Regional School District.  Trustees manage the investment of the trust funds together with their orderly receipts and disbursements.  Managed funds include:

• Capital Reserves and Expendable Trusts funded by public appropriations at the respective Town and School DistrictAnnual Meetings;
• Other public restricted and expendable accounts funded by private bequests, donations,  scholarships and memorials; and
• The Cemetery Fund, which is is a perpetual trust.

Trustees hold fiduciary authority in compliance with NH statutes (notably RSA 31, 32, and 91-A).  All trust accounts are audited and reports submitted annually to the Charitable Trust Unit of the NH Department of Justice and to the NH Department of Revenue Administration.

For more information, contact either the Trustees or the Town Administrator at mbranley@town.swanzey.nh.us or (603) 352-7411 (ext. 107).

For older minutes contact Jenna at jfraunfelder@town.swanzey.nh.us

Document Center

The Document Center provides easy access to public documents. Click on one of the categories below to see related documents or use the search function.

Search for file name:

Categories always sorted by seq (sub-categories sorted within each category)
Documents sorted by DATE in Ascending Order within category

RESET

Trustees of Trust Funds Reports40 documents

2019 Reports5 documents

• 2019 Cemetery Fund MS 9-10
  document date 01-23-2020
• 2019 Common Fund MS 9-10
  document date 01-23-2020
• 2019 Town Cap Reserve 9-10
  document date 01-23-2020
• 2019 Non-Restricted Funds MS 9-10
  document date 01-23-2020
• 2019 MRSD Cap Reserve MS 9-10
  document date 01-23-2020

2018 Reports5 documents

• 2018 Common Fund MS 9-10 
  document date none
• 2018 Cemetery Fund MS 9-10 
  document date none
• 2018 Non-Restricted Funds MS 9-10 
  document date none
• 2018 Town Cap Reserve MS 9-10 
  document date none
• 2018 MRSD Cap Reserve MS 9-10 
  document date none

2017 Reports5 documents

• Common Fund MS 9 & 10 
  document date none
• Cemetery Fund MS 9 & 10 
  document date none
• Non-Restricted Funds MS 9 & 10
  document date none
• Town Cap Reserves MS 9 & 10 
  document date none
• MRSD Cap Reserves MS 9 & 10
  document date none

2016 Reports10 documents

• Common Fund MS 9 
  document date none
• Common Fund MS 10
  document date none
• Cemetery Fund MS 9
  document date none
• Cemetery Fund MS 10
  document date none
• Non-Restricted MS 9 
  document date none
• Non-Restricted MS 10
  document date none
• Town Cap Reserves MS 9 
  document date none
• Town Cap Reserves MS 10
  document date none
• MRSD Cap Reserves MS 9
  document date none
• MRSD Cap Reserves MS 10
  document date none

2015 Reports5 documents

• Town Cap Reserves and Exp Trusts Fund 2015 MS9 10 
  document date none
• MRSD Cap Reserves and Exp Trusts Fund 2015 MS9 10 
  document date none
• Cemetery Fund 2015 MS9 10
  document date none
• Common Fund 2015 MS9 10 
  document date none
• Non-Restricted Fund 2015 MS9 10 
  document date none

2014 Reports4 documents

• MS_9-10_2014_Cemetery_Fund_12-31-14_FINAL_(2).pdf 
  document date none
• MS_9-10_2014_Common_Fund_12-31-14_-_FINAL.pdf 
  document date none
• MS_9-10_2014_Non-Restricted_Funds_-_FINAL.pdf
  document date none
• Town__MRSD_Cap_Res__Exp_Tr__12-31-14_FINAL.pdf 
  document date none

2013 Reports1 document

• Report of Funds (MS9 & MS10) 
  document date none

2012 Reports5 documents

• Executed Cemetery Funds
  document date none
• Executed Common Funds 
  document date none
• MRSD Capital Reserves - Expendable Trusts 
  document date none
• Executed Non-Restricted Funds
  document date none
• Executed Town Capital Reserves - Expendable Trusts
  document date none

Policies and Forms3 documents

• Internal Controls Statement
  document date none
• Requisition From
  document date 01-23-2020
• Investment Policy
  document date 02-05-2020