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CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
Tax period
2019-07-01 to 2020-06-30
Filed
2020-10-14
IRS object ID
202002889349100605
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-14T09:10:50-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030210880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1A M PEISCH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 460AddressLine1Txt
CityRUTLANDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP057020326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331014741EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CLAREMONT SAVINGS BANK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCLARBusinessNameControlTxt
Phone6035427711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1600AddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationNHStateAbbreviationCd
ZIP037431600ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLYNN SMITHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6035427711PhoneNum
Signature2020-09-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW P SIMONDS CPAPreparerPersonNm
PTINP01256493PTIN
Phone8027732721PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-24IPDt
IP Tm10:51:45IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id874BCFCE3EAF4C65462F906FDA075E6593601195AtSubmissionCreationDeviceId
At Submission Filing Device Id45A5008DD249BB22191DB3ED1DF39982E718398DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$747,668FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,855DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,855DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,893TotalRevAndExpnssAmt
Total Net Invst Incm$21,893TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$75TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,370OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,445TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$20,448ExcessRevenueOverExpensesAmt
Net Investment Income$21,893NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$3CashBOYAmt
Cash EOY-$2CashEOYAmt
Cash EOYFMV-$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,741SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,698SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$632,767CorporateStockBOYAmt
Corporate Stock EOY$632,257CorporateStockEOYAmt
Corporate Stock EOYFMV$715,972CorporateStockEOYFMVAmt
Total Assets BOY$643,505TotalAssetsBOYAmt
Total Assets EOY$663,953TotalAssetsEOYAmt
Total Assets EOYFMV$747,668TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$643,505CapitalStockBOYAmt
Capital Stock EOY$663,953CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$643,505TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$663,953TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$643,505TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$663,953TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$643,505TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$20,448ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$663,953SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$663,953TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$89,790AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$443,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.202247DistributionYr1Rt
Adjusted Qlfy Distri Yr2$89,792AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$407,813NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.220179DistributionYr2Rt
Adjusted Qlfy Distri Yr3$89,254AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$477,022NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.187107DistributionYr3Rt
Adjusted Qlfy Distri Yr4$90,065AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$510,594NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.176393DistributionYr4Rt
Adjusted Qlfy Distri Yr5$85,030AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$591,507NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.143751DistributionYr5Rt
Total Distribution0.929677TotalDistributionRt
Average Distribution0.185935AverageDistributionRt
Net Vl Noncharitable Assets$637,794NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$118,588AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$219NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$118,807AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$438InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$438SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$438TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$582EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$582TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$144OverpaymentAmt
Applied To ES Tax$144AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksLYNN SMITHIndividualWithBooksNm
Phone6035427711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1600AddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03743ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BOB PORTER
387 ELM STREETCLAREMONTNH03743TRUSTEE0.50$0$0$0
ALBERT ST PIERRE
43 SUNNYSIDE CIRCLECHARLESTOWNNH03603TRUSTEE0.50$0$0$0
HEATHER MINKLER
115 DARLING ROADKEENENH03431TRUSTEE0.50$0$0$0
LYNN SMITH
112 RT 11SUNAPEENH03782TRUSTEE0.50$0$0$0
BRIAN BOARDMAN
39 STRAW HILL ROADCLAREMONTNH03743TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/A.Description1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$626,690AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,817AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$647,507TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$647,507AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,713CashDeemedCharitableAmt
Net Vl Noncharitable Assets$637,794NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$438TaxBasedOnInvestmentIncomeAmt
Total Tax$438TotalTaxAmt
Distributable Before Adj$31,452DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,452DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,452DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,452DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$57,190ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$65,001ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$66,381ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$69,817ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$68,012ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$326,401TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$31,452ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$31,452ExcessDistributionCyovAppCYAmt
Total Corpus$294,949TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$25,738ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$269,211ExcessDistriCyovToNextYrAmt
Excess From Year4$65,001ExcessFromYear4Amt
Excess From Year3$66,381ExcessFromYear3Amt
Excess From Year2$69,817ExcessFromYear2Amt
Excess From Year1$68,012ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYNN SMITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1600AddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03743ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6035427711RecipientPhoneNum
Form And Info And MaterialsONE 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 DeadlinesAPPLICATIONS MUST BE RECEIVED IN MAY WITH GRANTS AWARDED JUNE 15.SubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATION 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
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$0TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,855ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$21,893ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,893TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALTRIA GROUP$34,350$47,100
AT & T$83,678$84,644
GENERAL ELECTRIC$31,253$8,879
KINDER MORGAN DELAWARE$68,908$25,789
ABBVIE INC$151,284$137,452
MICROSOFT$262,784$412,108

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREP$860$0$0
CHANGE IN COST BASIS$510$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FEECategoryTxt
Amt$75Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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