CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-09-27
- IRS object ID
- 202102709349100600
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-27T07:50:18-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030210880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A M PEISCH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460 | AddressLine1Txt |
| City | RUTLAND | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 057020326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331014741 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT SAVINGS BANK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 6035427711 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1600 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 037431600 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LYNN SMITH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6035427711 | PhoneNum |
| Signature | 2021-09-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LYNN | PersonFirstNm |
| Person Last | SMITH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P SIMONDS CPA | PreparerPersonNm |
| PTIN | P01256493 | PTIN |
| Phone | 8027732721 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,309,325 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $414,792 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,653 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,653 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,831 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $438,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,694 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,789 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,160 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,160 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $346,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,694 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,827 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $632,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $981,590 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,280,500 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $663,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,010,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,309,325 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $663,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,010,415 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $663,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,010,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $663,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,010,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $663,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $346,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,010,415 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,010,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,300 SHS GENERAL ELECTRIC | P | 2013-10-08 | 2020-08-25 | $8,200 | $31,253 | -$23,053 | -$23,053 |
| 250 SHS MICROSOFT | D | 2019-04-29 | 2020-08-25 | $53,631 | $32,442 | $21,189 | $21,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $440 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $83 | OverpaymentAmt |
| Applied To ES Tax | $83 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LYNN SMITH | IndividualWithBooksNm |
| Phone | 6035427711 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1600 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KATHY HUBERT | ||||||||
| 179 SPRINGFIELD ROAD | NEWPORT | NH | 03773 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ALBERT ST PIERRE | ||||||||
| 43 SUNNYSIDE CIRCLE | CHARLESTOWN | NH | 03603 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| HEATHER MINKLER | ||||||||
| 115 DARLING ROAD | KEENE | NH | 03431 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LYNN SMITH | ||||||||
| 112 RT 11 | SUNAPEE | NH | 03782 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| BRIAN BOARDMAN | ||||||||
| 39 STRAW HILL ROAD | CLAREMONT | NH | 03743 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $852,888 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $879,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $879,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,192 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $866,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,314 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,314 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $357 | TotalTaxAmt |
| Distributable Before Adj | $42,957 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,957 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,957 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $90,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $90,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,957 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $65,001 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,381 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $69,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,012 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $269,211 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,957 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,043 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $316,254 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $65,001 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $251,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,381 | ExcessFromYear4Amt |
| Excess From Year3 | $69,817 | ExcessFromYear3Amt |
| Excess From Year2 | $68,012 | ExcessFromYear2Amt |
| Excess From Current Year | $47,043 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LYNN SMITH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1600 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6035427711 | RecipientPhoneNum |
| Form And Info And Materials | ONE PAGE APPLICATION WITH GENERAL INFORMATION INCLUDING AMOUNT OF REQUEST, PROPOSED PROJECT, PROOF OF 501(C)(3) STATUS, GEOGRAPHIC LOCATION, CLIENTS SERVED, AND NUMBER OF EMPLOYEES. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APPLICATIONS MUST BE RECEIVED IN MAY WITH GRANTS AWARDED JUNE 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATION MUST BE A 501(C)(3) AND NOT DISCRIMINATE AS DEFINED BY FEDERAL CRITERIA. PRIORITY TO THE SULLIVAN AND WINDSOR COUNTIES WITH SECONDARY CONSIDERATION TO SURROUNDING COMMUNITIES IN NEW HAMPSHIRE AND VERMONT. SIZE OF GRANTS GENERALLY RANGE FROM $500 TO $5,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONNECTICUT RIVER VALLEY SPECIAL OLYMPICS | |||||||
| 213 NORTH ST | CLAREMONT | NH | 03743 | NONE | 501(C) | NEW UNIFORMS FOR A LOCAL BUSINESS | $500 |
| COUNCIL ON AGING FOR SOUTHEASTERN VT | |||||||
| 38 PLEASANT ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | INCREASE CAPACITY TO PROVIDE COMPANIONSHIP | $500 |
| DISMASS OF VERMONT | |||||||
| 1673 MAPLE ST | HARTFORD | VT | 05047 | NONE | 501(C) | PROVIDE HOUSING | $500 |
| GALLERY AT THE VAULT | |||||||
| 68 MAIN ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | COMMUNITY WORKSHOPS | $500 |
| LIBERTY ARTS CENTER | |||||||
| 58 N MAIN ST | NEWPORT | VT | 03773 | NONE | 501(C) | EXPAND VIRTUAL OFFERING | $500 |
| RIVER VALLEY ANIMAL PROTECTION LEAGUE | |||||||
| 60 CUMMINGS AVE | CHARLESTOWN | NH | 03603 | NONE | 501(C) | TO PURCHASE ANIMAL ISOLATION CAGES | $500 |
| SAINT GAUDENS MEMORIAL | |||||||
| 139 ST GAUDENS RD | CORNISH | NH | 03743 | NONE | 501(C) | SUMMER CONCERT SERIES | $500 |
| SPRINGFIELD GARDEN CLUB | |||||||
| 25 FOISY HILL RD | CLAREMONT | NH | 03743 | NONE | 501(C) | MAINTENANCE OF COMMUNITY FLOWER BEDS | $500 |
| SUNAPEE HERITAGE ALLIANCE | |||||||
| 58 MAIN ST | SUNAPEE | NH | 03782 | NONE | 501(C) | NEW EVENT PREP AREA | $500 |
| THE VERMONT CIVIL WAR HEMLOCKS INC | |||||||
| 168 RALPH RD | BROOKFIELD | VT | 05036 | NONE | 501(C) | ANNUAL PARADE | $500 |
| TRINITY EPISCOPAL CHURCH WEEKEND BACKPACK PROGRAM | |||||||
| 120 BROAD ST | CLAREMONT | NH | 03743 | NONE | 501(C) | WEEKEND BACKPACK PROGRAM | $500 |
| UNION CHURCH | |||||||
| PO BOX 902 | CLAREMONT | NH | 03743 | NONE | 501(C) | YOUTH ARTS PROGRAM | $500 |
| SUSTAINABLE WOODSTOCK | |||||||
| PO BOX 611 | WOODSTOCK | VT | 05091 | NONE | 501(C) | FOOD SECURITY NEEDS | $700 |
| VALLEY COURT DIVERSION PROGRAMS | |||||||
| PO BOX 474 | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | COURT DIVERSION PROGRAMS | $700 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER ST | LEBANON | NH | 03766 | NONE | 501(C) | NEW BEDS | $700 |
| COVER HOME REPAIR INC | |||||||
| 158 S MAIN ST | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | URGENT HOME REPAIR | $750 |
| FRIENDS OF VETERANS | |||||||
| 28 FARMVU DRIVE | WHITE RIVER JCT | VT | 05059 | NONE | 501(C) | FINANICAL ASSISTANCE FOR VETERANS | $750 |
| LAKE SUNAPEE HOME CARE AND HOSPICE | |||||||
| 107 NEWPORT RD | NEW LONDON | NH | 03257 | NONE | 501(C) | SUPPORT SERVICES FOR LOW INCOME INDIVIDUALS | $750 |
| SPRINGFIELD FAMILY CENTER | |||||||
| 365 SUMMER ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | COMMUNITY LUNCH PROGRAMS | $750 |
| UPPER VALLEY HAVEN | |||||||
| 713 HARTFORD AVE | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | FOOD SHELF | $750 |
| EDGAR MAY HEALTH AND RECREATION CENTER | |||||||
| 140 CLINTON ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | OUTDOOR CLIMBING AREA | $800 |
| NEW HAMPSHIRE PUBLIC RADIO | |||||||
| 2 PILLSBURY ST | CONCORD | NH | 03301 | NONE | 501(C) | FREE ACCESS TO NEWS AND INFORMATION | $800 |
| SPARK COMMUNITY CENTER | |||||||
| 59 HANOVER ST | LEBANON | NH | 03766 | NONE | 501(C) | FRIDAY NIGHT DINNER | $800 |
| SPRINGFIELD COMMUNITY PLAYERS | |||||||
| PO BOX 113 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | HANDICAP ACCESS TO COMMUNITY BUILDING | $800 |
| TWIN PINES HOUSING | |||||||
| 226 HOLIDAY DR | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | HOUSING | $800 |
| ARROWHEAD RECREATION CLUB | |||||||
| 180 RED WATER BROOK RD | CLAREMONT | NH | 03743 | NONE | 501(C) | ELECTRIAL UPGRADES | $850 |
| BELLOWS FALLS HISTORICAL SOCIETY | |||||||
| PO BOX 176 | BELLOWS FALLS | VT | 05101 | NONE | 501(C) | RIVERFRONT PARK AND TRAIL SYSTEM | $850 |
| CLAREMONT FIRE DEPARTMENT | |||||||
| 100 BROAD ST | CLAREMONT | NH | 03743 | NONE | 501(C) | SMOKE AND CARBON MONOXIDE IMPROVEMENTS | $850 |
| CLAREMONT OPERA HOUSE | |||||||
| 58 OPERA HOUSE SQ | CLAREMONT | NH | 03743 | NONE | 501(C) | PROGRAM SPONSORSHIP | $850 |
| CATHOLIC CHARITIES NEW HAMPSHIRE | |||||||
| 700 EAST INDUSTRIAL PARK | MANCHESTER | NH | 03109 | NONE | 501(C) | NUTRITION NEEDS FOR LOW INCOME INDIVIDUALS | $1,000 |
| CHARLESTOWN CHILDREN'S FUND | |||||||
| 8B CROWN POINT DR | CHARLESTOWN | NH | 03603 | NONE | 501(C) | COMMUNITY CHILDREN'S NEEDS | $1,000 |
| CLAREMONT LEARNING PARTNERSHIP | |||||||
| 169 MAIN ST | CLAREMONT | NH | 03743 | NONE | 501(C) | DROP IN CHILD CARE PROGRAM | $1,000 |
| CLAREMONT SOUP KITCHEN | |||||||
| PO BOX 957 | CLAREMONT | NH | 03743 | NONE | 501(C) | FOOD STOCK | $1,000 |
| COMMUNITY DENTAL CARE | |||||||
| 1 TREMONT ST | CLAREMONT | NH | 03743 | NONE | 501(C) | ENTRANCE ACCESSABILITY | $1,000 |
| NEWPORT FOOD PANTRY | |||||||
| PO BOX 672 | NEWPORT | NH | 03773 | NONE | 501(C) | FOOD DISTRIBUTION BOXES | $1,000 |
| ROAD TO INDEPENDENCE | |||||||
| 596 BRADFORD RD | NEWPORT | NH | 03773 | NONE | 501(C) | REPLACEMENT OF 2 OVERHEAD DOOR MOTORS | $1,000 |
| SOUTHERN VERMONT AREA HEALTH EDUCATION CENTER | |||||||
| 368 RIVER ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | SCHOLORSHIPS IN MEDICAL FIELD | $1,000 |
| SPRINGFIELD HUMANE SOCIETY | |||||||
| 401 SKITCHEWAUG TRAIL | SPRINGFIELD | VT | 05156 | NONE | 501(C) | ANIMAL SERVICES | $1,000 |
| STAGE 33 LIVE | |||||||
| 85 ATKINSON ST | BELLOWS FALLS | VT | 05101 | NONE | 501(C) | WEBSTREAM INFRASTRUCTURE | $1,000 |
| SULLIVAN COUNTY HUMANE SOCIETY | |||||||
| PO BOX 111 | CLAREMONT | NH | 03743 | NONE | 501(C) | LOW COST SPAY/NEUTER CLINICS | $1,000 |
| TLC FAMILY RESOURCE CENTER | |||||||
| 109 PLEASANT ST | CLAREMONT | NH | 03743 | NONE | 501(C) | NEW COMMUNITY SPACE | $1,000 |
| VISIONS FOR CREATIVE HOUSING SOLUTIONS | |||||||
| 8 SUNRISE FARM LANE | ENFIELD | NH | 03748 | NONE | 501(C) | NEW COMMUNITY RENOVATION | $1,000 |
| WEATHERSFIELD FOOD SHELF | |||||||
| PO BOX 69 | ASCUTNEY | VT | 05030 | NONE | 501(C) | COMMERCIAL REFRIGERATOR | $1,000 |
| SHINING SUCCESS | |||||||
| 1 PLEASANT ST | CLAREMONT | NH | 03743 | NONE | 501(C) | COMPUTER SYSTEM IMPROVEMENTS | $1,250 |
| WISE | |||||||
| 38 BANK ST | LEBANON | NH | 03766 | NONE | 501(C) | EMERGENCY SHELTER | $1,250 |
| SPECIAL OLYMPICS NEW HAMPSHIRE | |||||||
| 650 ELM ST | MANCHESTER | NH | 03101 | NONE | 501(C) | ATHLETE LEADERSHIP PROGRAM | $1,500 |
| SPORTS ENHANCEMENT FOR LIFE | |||||||
| 335 RIVER ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | TEACHING OF LIFE SKILLS | $1,500 |
| TWINSTATE MAKERSPACE INC | |||||||
| PO BOX 100 | LEBANON | NH | 03743 | NONE | 501(C) | ADAPTATION OF MAKERSPACE | $1,500 |
| SILSBY FREE PUBLIC LIBRARY | |||||||
| 226 MAIN ST | CHARLESTOWN | NH | 03603 | NONE | 501(C) | REFURNISH CHILDREN'S ROOM | $1,650 |
| BABY STEPS FAMILY ASSISTANCE | |||||||
| 169 MAIN ST | CLAREMONT | NH | 03743 | NONE | 501(C) | DIAPER BANK | $2,000 |
| CLAREMONT SENIOR CENTER INC | |||||||
| 5 ACER HEIGHTS RD | CLAREMONT | NH | 03743 | NONE | 501(C) | PARKING LOT REHAB | $2,000 |
| GOOD NEIGHBOR HEALTH CLINIC | |||||||
| 70 NORTH MAIN ST | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | SATELLITE SOUP KITCHEN | $2,000 |
| TURNING POINT RECOVERY CLINIC OF SPRINGFIELD VT | |||||||
| 7 MORGAN ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | IMPROVEMENTS TO BUILDING | $2,000 |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL ST | CLAREMONT | NH | 03743 | NONE | 501(C) | CRITIAL REPAIRS AT EMERGENCY SHELTER | $2,000 |
| NORTH CHARLESTOWN COMMUNITY SCHOOL | |||||||
| 509 RIVER RD | CHARLESTOWN | NH | 03603 | NONE | 501(C) | OUTDOOR LEARNING SPACE | $2,350 |
| BF COMMUNITY BIKE PROJECT | |||||||
| 30 HENRY ST | BELLOWS FALLS | VT | 05101 | NONE | 501(C) | REFURBISHNG BIKES FOR COMMUNITY USE | $2,500 |
| FULL CIRCLE FARM THERAPEUTIC HORSEMANSHIP | |||||||
| 80 EDGELL RD | NEWPORT | NH | 03773 | NONE | 501(C) | WORK WITH AT-RISK CHILDREN | $3,000 |
| CLAREMONT YOUTH BASEBALL & SOFTBALL ASSOC | |||||||
| PO BOX 212 | CLAREMONT | NH | 03743 | NONE | 501(C) | CHILDREN'S PROTECTIVE EQUIPMENT | $3,100 |
| CLAREMONT PARKS AND RECREATION | |||||||
| 152 SOUTH ST | CLAREMONT | NH | 03743 | NONE | 501(C) | OPEN AIR CINEMA | $3,500 |
| CINNAMON STREET CHILD CARE | |||||||
| 3 ICE HOUSE PLAZA | NEWPORT | NH | 03773 | NONE | 501(C) | UPDATE TO STAFF BATHROOM AND STORAGE AREAS | $3,650 |
| CHARLESTOWN SENIOR CENTER | |||||||
| 223 OLD SPRINGFIELD RD | CHARLESTOWN | NH | 03603 | NONE | 501(C) | FIRE ALARM UPGRADE | $5,000 |
| OLIVE PETTIS LIBRARY TRUSTEES | |||||||
| 36 MILL VILLAGE RD NORTH | GOSHEN | NH | 03752 | NONE | 501(C) | PUBLIC OUTDOOR SPACE | $5,000 |
| SOUTHERN WINDSOR COUNTY INCUBATOR | |||||||
| 14 CLINTON ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | COMPUTER SKILL BUILDINGS FOR UNDERSERVED YOUTH AND ADULTS | $5,000 |
| SPRINGFIELD SUPPORTED HOUSING PROGRAM | |||||||
| 56 MAIN STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | TEMPORARY HOUSING SERVICES | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,653 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,830 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CLAREMONT SAVINGS BANK | ||||||
| 1 | PO BOX 1600 | CLAREMONT | NH | 05743 | $156,124 | Yes (X) |
| CLAREMONT SAVINGS BANK | ||||||
| 2 | PO BOX 1600 | CLAREMONT | NH | 05743 | $258,668 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,300 SHS OF MORGAN STANLEY STOCK | $156,124 | 2021-01-31 |
| 2 | 1,770 SHS EATON CORP STOCK | $258,668 | 2021-05-11 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $34,350 | $57,216 |
| AT & T | $83,678 | $80,584 |
| KINDER MORGAN DELAWARE | $67,144 | $30,991 |
| ABBVIE INC | $151,284 | $157,696 |
| MICROSOFT | $230,342 | $480,847 |
| EATON CORP | $258,668 | $262,279 |
| MORGAN STANLEY | $156,124 | $210,887 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE TRANSFER FEE | $25 | $0 | $0 |
| CHANGE IN COST BASIS | $1,764 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FEE | $75 | $0 | $0 |
| ESTIMATED TAX PMTS | $296 | $0 | $0 |
Comments