Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
BELLWETHER COMMUNITY CREDIT UNION
 
Employer identification number

02-0196520
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) MICHAEL L'ECUYER OFFICER MORTGAGE   X 369,000 352,243   No Yes   Yes  
(2) CLAIRE CONSTANINO OFFICER EQUITY   X 36,737 11,382   No Yes   Yes  
(3) PAUL ROY OFFICER OPEN   X 10,000 9,729   No Yes   Yes  
(4) PAUL ROY OFFICER MORTGAGE   X 336,000 287,695   No Yes   Yes  
(5) DAVID ANDERSON DIRECTOR EQUITY   X 42,564 42,564   No Yes   Yes  
(6) CALVIN FROST DIRECTOR MORTGAGE   X 240,000 238,735   No Yes   Yes  
(7) JOHN GENNETTI DIRECTOR USED AUTO   X 14,831 13,727   No Yes   Yes  
(8) JOHN GENNETTI DIRECTOR EQUITY   X 39,487 39,135   No Yes   Yes  
(9) JOHN GENNETTI DIRECTOR MORTGAGE   X 317,800 301,039   No Yes   Yes  
(10) EVA MARTEL DIRECTOR MORTGAGE   X 182,000 175,458   No Yes   Yes  
(11) CHRIS WILLIAMS DIRECTOR USED AUTO   X 26,011 2,905   No Yes   Yes  
(12) CHRIS WILLIAMS DIRECTOR MORTGAGE   X 208,453 182,855   No Yes   Yes  
(13) JEFFREY BENSON HIGHEST COMPENSATED EMPLOYEE EQUITY   X 34,995 34,738   No Yes   Yes  
(14) JOHN GUNTHER HIGHEST COMPENSATED EMPLOYEE EQUITY   X 61,067 64,662   No Yes   Yes  
(15) NANCY NADEAU HIGHEST COMPENSATED EMPLOYEE NEW AUTO   X 25,831 12,350   No Yes   Yes  
(16) NANCY NADEAU HIGHEST COMPENSATED EMPLOYEE EQUITY   X 61,078 39,754   No Yes   Yes  
Total ...............Small Bullet $ 1,808,971
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
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Schedule L (Form 990 or 990-EZ) 2013
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013


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