CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-14
- IRS object ID
- 202502879349100800
- Schema version
- 2024v5.2
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-14T08:37:00-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010523282 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Berry Dunn McNeil & Parker LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2211 Congress St | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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 | SVP, Controller | PersonTitleTxt |
| Phone | 6035427711 | PhoneNum |
| Signature | 2025-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Melissa Magoon CPA | PreparerPersonNm |
| PTIN | P01712842 | PTIN |
| Phone | 2077752387 | PhoneNum |
| Preparation | 2025-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,053,417 | 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 | $108,199 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,166 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,166 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,194 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $148,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $40,360 | 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 | $513 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $96 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $96 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,609 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,360 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $13,802 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,749 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $962,512 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,016,668 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,016,668 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $976,314 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,053,417 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,053,417 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $976,314 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,053,417 | 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 | $976,314 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,053,417 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $976,314 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,053,417 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $976,314 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,054,153 | OtherIncreasesAmt |
| Subtotal | $2,053,417 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,053,417 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $561 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $561 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $561 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $960 | 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 | $960 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $399 | OverpaymentAmt |
| Applied To ES Tax | $399 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Lynn Smith | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | NC | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| Brandy Blackinton | ||||||||
| PO Box 1600 | Claremont | NH | 037431600 | Trustee | 0.50 | $0 | $0 | $0 |
| Andre Lafreniere | ||||||||
| PO Box 1600 | Claremont | NH | 037431600 | Trustee | 0.50 | $0 | $0 | $0 |
| Kathy Hubert | ||||||||
| PO Box 1600 | Claremont | NH | 037431600 | Trustee | 0.50 | $0 | $0 | $0 |
| Sera Gray | ||||||||
| PO Box 1600 | Claremont | NH | 037431600 | Trustee | 0.50 | $0 | $0 | $0 |
| Tammy Bergeron | ||||||||
| PO Box 1600 | Claremont | NH | 037431600 | Trustee | 0.50 | $0 | $0 | $0 |
| Lynn Smith | ||||||||
| PO Box 1600 | Claremont | NH | 037431600 | Manager | 0.10 | $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 |
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 | $1,826,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,109 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,891,363 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,891,363 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,370 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,862,993 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $561 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $561 | TotalTaxAmt |
| Distributable Before Adj | $92,589 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $92,589 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $92,589 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $125,096 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $92,589 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $47,043 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $34,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $163,171 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $37,238 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $281,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,589 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $32,507 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $314,244 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $314,244 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $47,043 | ExcessFromYear4Amt |
| Excess From Year3 | $34,285 | ExcessFromYear3Amt |
| Excess From Year2 | $163,171 | ExcessFromYear2Amt |
| Excess From Year1 | $37,238 | ExcessFromYear1Amt |
| Excess From Current Year | $32,507 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Brandy Blackinton | 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 awared 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 Hamphire and Vermont. Size of grants generally range from $500 to $5,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Baby Steps Family Assistance Program | |||||||
| 169 Main Street suite 211 | Claremont | NH | 03743 | PC | Purchase laundry cards, community center passes and essential toiletries to assist families in need | $2,500 | |
| Best Buddies in New Hampshire | |||||||
| 3 Executive Park Drive Suite 211 | Claremont | NH | 03743 | PC | Grant will support the launch of two new school friendship chapters | $1,000 | |
| Black River Innovation Campus | |||||||
| 60 Park Street | Springfield | VT | 05156 | PC | Grant will help renovate a downtown storefront into a dynamic STEAM and entrepreneurship innovation hub | $2,500 | |
| Bugbee Senior Center | |||||||
| 262 North Main Street | White River Junction | VT | 05001 | PC | Grant funding will support Locally Yours, a seasonal program that provides free locally grown produce to seniors. | $1,500 | |
| Carter Community Building Association | |||||||
| 1 Taylor Street | Lebanon | NH | 03766 | PC | Grant will support the After School Program and provide scholarships for low-income families | $1,000 | |
| Charlestown Area PTA | |||||||
| 84 East Street Ext | Charlestown | NH | 03603 | PC | Purchase a popcorn machine and ice maker for school concession events | $1,000 | |
| Children's Center of the Upper Valley | |||||||
| 178 Mechanic St | Lebanon | NH | 03766 | PC | Support the addition of natural outdoor materials, climbing logs, garden spaces and sand areas to encourage exploration and sensory play. | $2,000 | |
| Claremont Community Television Inc | |||||||
| 111 South Street | Claremont | NH | 03743 | PC | Funding will support a series of three educational sessions to guide community members, municipal departments, and nonprofits, especially those with limited resources, in creating and recording effective Public Service Announcements. | $1,500 | |
| Claremont Learning Partnership | |||||||
| 169 Main Street | Claremont | NH | 03743 | PC | The grant will sustain and expand the One-4-All Child Care Centers Diaper and Food Project, ensuring every child receives essential nutrition and hygiene support without placing additional financial strain on families. | $3,000 | |
| Claremont Opera House Inc | |||||||
| 58 Opera House Square | Claremont | NH | 03743 | PC | Funds will support the purchase of three 4K digital display kiosks. | $3,750 | |
| Claremont Senior Center Inc | |||||||
| 5 Acer Heights Rd | Claremont | NH | 03743 | PC | Funding will be used to replace a small chest freezer with a reach-in freezer and to purchase a new refrigerator. | $2,500 | |
| Claremont Soup Kitchen | |||||||
| 51 Central Street | Claremont | NH | 03743 | PC | The grant will be used to replace the existing rooftop air conditioning system. | $4,500 | |
| Claremont NH Historical Society & History Museum | |||||||
| 26 Mulberry St | Claremont | NH | 03743 | PC | Grant funds will cover speaker fees, programming, contests, and event costs. | $800 | |
| Community Dental Care of Claremont | |||||||
| 1 Tremont St | Claremont | NH | 03743 | PC | The grant will support the expansion by funding additional dental supplies and instruments. | $4,000 | |
| Cornish Community Initiative | |||||||
| PO Box 123 | Cornish Flat | NH | 03745 | PC | This grant will fund the renovation of the former Cornish Store into a new library and community center. | $5,000 | |
| Cover Home Repair | |||||||
| 158 South Main Street | White River Junction | VT | 05001 | PC | Funds will support the Ramps and Roofs Campaign, which raises money annually to provide critical home repairs for low-income households. | $2,500 | |
| David's House | |||||||
| 461 Mount Support Road | Lebanon | NH | 03766 | PC | Funding will be used to relocate thermostat controls from floor level to shoulder height in guest rooms. | $1,000 | |
| Dismas of Vermont for Hartford House | |||||||
| PO BOX 174 | Hartford | VT | 05047 | PC | Grant will fund essential items for newcomers at the Hartford house, including clothing, hygiene supplies, bedding, and healthcare access. | $1,000 | |
| First Congregational Church Claremont NH | |||||||
| 72 Pleasant Street | Claremont | NH | 03743 | PC | The grant will support a new English language program for immigrant adults, addressing the lack of accessible, community-based ESL instruction. | $1,000 | |
| Got Lunch Newport | |||||||
| 20 Church St | Newport | NH | 03773 | PC | This support ensures ongoing assistance to families by providing groceries every other Monday throughout summer vacation and holidays. | $1,200 | |
| Grafton County Senior Citizens Council | |||||||
| 10 Campbell Street | Lebanon | NH | 03766 | PC | The grant will help replace the refrigeration unit at the Lebanon center kitchen to ensure food safety and maintain meal quality. | $2,200 | |
| Greater Springfield VT Area Habitat for Humanity | |||||||
| 19 Pluss Dr | Springfield | VT | 05156 | PC | Funds will support GSVAHFHs two-year project, facilitating yard cleanup, house gutting, renovations, and essential infrastructure improvements to transform a neglected property into a safe, habitable home for a deserving family in the Springfield area. | $1,000 | |
| Green Mountain Children's Center | |||||||
| 90 Charlestown Road | Claremont | NH | 03743 | PC | The grant will allow the addition of new enrichment programs at no additional cost to families. | $1,000 | |
| Health Care & Rehabilitation Services | |||||||
| 390 River Street | Springfield | VT | 05156 | PC | Funds will establish the CSB Discretionary Fund, a flexible resource for case managers and care coordinators to help clients access essentials such as birth certificates, hygiene products, winter clothing, and medication co-pays. | $2,000 | |
| Hike for Mental Health | |||||||
| 158 Appletree Road | Auburn | NH | 03032 | PC | Grant funds will cover the cost of a Cog Railway car, making the event accessible to participants unable to make the physical climb and ensuring inclusivity in their largest yearly event. | $500 | |
| Hometown Hero Outdoors | |||||||
| 14 Red Chimney Road | Waner | NH | 03278 | PC | Funding will support maintenance of the equipment trailer, including tires, lighting, generator upkeep, and other essential items such as portable coolers, picnic tables, and camp chairs. | $1,000 | |
| Junction Arts & Media | |||||||
| 5 South Main Street 1st Floor | White River Junction | VT | 05001 | PC | Grant funds will support the production and presentation of the 21st annual White River Indie Film Festival (WRIF 2026). | $1,000 | |
| Kroka Expeditions Inc and TC's Pantry LLC | |||||||
| 767 Forest Rd | Marlow | NH | 03456 | PC | Grant funds will help ensure the 2nd Annual Claremont Cooking & Climbing program is accessible to youth from all income levels. | $2,000 | |
| Library Arts Center | |||||||
| 58 N Main St | Newport | NH | 03773 | PC | Funds will support the continuation and expansion of free community arts initiatives, including a family-friendly performance series, drop-in art projects, art activities at the Newport Farmers Market, and monthly take-home art kits. | $1,000 | |
| Listen Community Services | |||||||
| 60 Hanover St | Lebanon | NH | 03766 | PC | This grant will help LISTEN purchase essential food items to ensure they can respond to every community member seeking assistance amid increasing need. | $2,000 | |
| Meriden Community Camp co Meriden Congregational Church | |||||||
| PO Box 187 | Meriden | NH | 03770 | PC | The grant will provide scholarships so that all children can attend camp, regardless of their familys financial situation. | $2,500 | |
| New Hampshire Catholic Charities Inc dba New Hampshire Food Bank | |||||||
| 700 East Industrial Park Drive | Manchester | NH | 031095622 | PC | The grant will help purchase nutritious food, providing vital support to children in need across six communities. | $3,000 | |
| Newport Montessori School | |||||||
| 96 Pine Street | Newport | NH | 03773 | PC | Grant funds will contribute towards bringing the Nature On Wheels (NOW) program to students. | $800 | |
| Newport NH Historical Society | |||||||
| 20 Central Street | Newport | NH | 03773 | PC | This grant will help replace aging computers to continue providing historical book tours electronically. | $400 | |
| NH Jumptart Coalition | |||||||
| 51 Jefferson Drive | Hillsboro | NH | 03244 | PC | Grant funds will support this program by providing educational materials and expanding outreach to reach more students across the state. | $1,000 | |
| Northern Stage Company | |||||||
| 76 Gates St | White River Junction | VT | 05001 | PC | Grant funds will support the development and production of their plays, workshops, rehearsals, and performances expected to reach more than 7,000 audience members. | $1,000 | |
| On Solid Ground | |||||||
| 80 Calavant Hill Road | Charlestown | NH | 03603 | PC | Funding will support the development of a new transitional living facility in Charlestown, NH, designed for youth aging out of foster care or at risk of homelessness in Sullivan County. | $5,000 | |
| Our Town Paper | |||||||
| 590 Wheeler Rand Rd | Charlestown | NH | 03603 | PC | Funding will support the purchase of new laptops and updated software, replacing outdated equipment. | $1,000 | |
| PathWays of the River Valley | |||||||
| 654 Main Street | Claremont | NH | 03743 | PC | The grant will support a kitchen remodel that enhances accessibility and fosters independence for residents by improving both the physical space and emotional well-being. | $2,500 | |
| Claremont Police Department | |||||||
| 58 Opera House Sq | Claremont | NH | 03743 | PC | Funding will support the camps three-part program: Academic, Adventure, and Community Service. This includes a new STEM component and a Healthy Bodies, Healthy Choices unit that promotes positive peer interaction, decision-making, and mental wellness. | $2,500 | |
| Richards School | |||||||
| 21 School Street | Newport | NH | 03773 | PC | Grant funds will support Project R.A.B.B.I.T. (Read A Book Because Its Terrific), a long-running literacy program that provides each student and teacher at Richards Elementary with at least two new books annually. | $1,500 | |
| Rogue Robots of 4H | |||||||
| 24 Main St | Newport | NH | 03773 | PC | Funds will be used to purchase laptops that enable students to participate in competitions such as the First Lego League, RECF Aerial Drone Competition, and SeaPerch. | $2,000 | |
| Second Growth | |||||||
| 205 Billings Farm Road 1-B1 | White River Junction | NH | 050015400 | PC | Grant funding will support free registration and operations for two weeks of summer camp in Claremont NH, and Hartford and Bethel VT, ensuring cost and transportation are not barriers to participation. | $1,000 | |
| Senior Solutions | |||||||
| 38 Pleasant Street | Springfield | VT | 05156 | PC | Grant funding will help cover the costs of delivering and maintaining vital meal programs. | $2,000 | |
| Silsby Free Public Library | |||||||
| 226 Main St | Charlestown | NH | 03603 | PC | Funds will be used to upgrade the outdoor space with new games, toys, garden features, and seating to enhance community engagement. | $500 | |
| Springfield Area Parent Child Center | |||||||
| 80 Jack and Jill Lane | N Springfield | VT | 05150 | PC | This grant will contribute to SAPCCs efforts by ensuring free access to their programs. | $1,000 | |
| Springfield Family Center Inc | |||||||
| 130 Springfield Plaza Road Suite 9 | Springfield | VT | 05156 | PC | This grant will support SFCs ongoing efforts to combat food insecurity by strengthening their food shelf and meals programs. | $3,750 | |
| Springfield Humane Society Inc | |||||||
| 401 Skitchewaug Trail | Springfield | VT | 05156 | PC | The grant will support the Spay the Mom program, which provides essential care and vaccinations for dogs and cats to reduce overpopulation. | $1,000 | |
| Springfield Medical Care Systems dba North Star Health | |||||||
| 100 River Street | Springfield | VT | 05156 | PC | Grant funding will support the enhancement of the Springfield Health Center by outfitting rooms to better accommodate individuals with physical disabilities and mobility challenges, improving access and comfort for all patients. | $3,000 | |
| Springfield Supported Housing Program | |||||||
| 56 Main Street Suite 208 | Springfield | VT | 05156 | PC | Grant funding will provide Welcome Baskets with essentials like utensils, bedding, hygiene products, and cleaning supplies, plus age-appropriate items for children. | $2,500 | |
| Springfield Telescope Makers | |||||||
| PO Box 601 | Springfield | VT | 05156 | PC | Grant funding will support the production of a full-length documentary highlighting the organizations century-long contributions to astronomy, optics, U.S. defense, and space technology. | $800 | |
| Stevens High School | |||||||
| 175 Broad Street | Claremont | NH | 03743 | PC | Grant funding will support the annual Futsal League, a new NFL Flag Football program, essential sports equipment, and an end-of-year trip for the top 10 members with the most community service hours. | $2,000 | |
| Sugar River Valley Regional Technical Center | |||||||
| 111 South Street | Claremont | NH | 03743 | PC | The grant funds were used to launch the SRVRTC Pop-Up Store, an innovative component of the Entrepreneurship program that provides students with hands-on experience in business operations. | $2,500 | |
| Sullivan County Humane Society | |||||||
| 14 Tremont St | Claremont | NH | 03743 | PC | Funds will support two programs, Fix the Mom and Shainas Safe Haven, which are designed to help pet owners keep their animals by providing temporary fostering and veterinary support during times of crisis. | $1,000 | |
| Sustainable Woodstock | |||||||
| PO Box 611 | Woodstock | VT | 05091 | PC | The grant will support the annual Window Dressers build, providing free insulating window inserts to low-income households to improve energy efficiency. | $1,000 | |
| The Old Fort No 4 Associates Inc DBA The Fort at No 4 | |||||||
| PO Box 1336 | Charlestown | NH | 03603 | PC | Grant funds were used to support a critical project enhancing the visitor experience by renovating aging bathroom facilities to make them ADA accessible. | $2,000 | |
| Therapeutic Works Inc | |||||||
| 187 St Paul St Suite 100 | Burlington | VT | 05401 | PC | The grant funded the expansion of trauma-informed therapeutic case management services, addressing critical service gaps for individuals involved in the criminal legal system. | $1,000 | |
| Town of Charlestown Recreation Department | |||||||
| 233 Main St | Charlestown | NH | 03603 | PC | Grant funds will be used to improve Patch Parks baseball and softball fields, which had not received proper maintenance or new materials for many years. | $2,500 | |
| Turning Points Network | |||||||
| 231 Broad Street | Claremont | NH | 03743 | PC | Funds will provide emergency essentials such as food, transportation, and communication for survivors during their first month of recovery. | $3,000 | |
| TwinState MakerSpaces Inc | |||||||
| 46 Main St | Claremont | NH | 03743 | PC | The grant will support energy efficiency improvements at the Claremont MakerSpace through the installation of commercial-grade rolling blinds that reduce summer heat and winter heat loss. | $2,500 | |
| Vital Communities | |||||||
| 195 North Main Street | White River Junction | VT | 05001 | PC | Grant funds will support the E-Bikes Everywhere! initiative, expanding e-bike access and infrastructure from Windsor County into Sullivan and Grafton Counties to promote affordable, accessible, and sustainable transportation. | $1,000 | |
| Wags N Wiggles Rescue | |||||||
| 51 John Stark Hwy | Newport | NH | 03773 | PC | The grant will fund essential improvements to their facility, including enhanced safety barriers between kennels and repairs to worn walls, trim, and flooring. | $1,000 | |
| West Central Behavioral Health | |||||||
| 85 Mechanic St Suite C2-1 Box A-10 | Lebanon | NH | 03766 | PC | Funding will be used to provide basic client needs, such as money for laundry, car maintenance, and recreation center passes. | $3,000 | |
| West Central Behavioral Health | |||||||
| 85 Mechanic St - West Central | Lebanon | NH | 03766 | PC | Funding will support their Childrens Program across offices in Newport, Claremont, and Lebanon, helping to meet basic client needs like laundry assistance, car maintenance, and access to recreational opportunities. | $3,000 | Behavioral Health |
| West Claremont Center for Music and the Arts | |||||||
| 56 Opera House Sq PO Box 902 | Claremont | NH | 03743 | PC | The grant supports WCCMAs Youth Arts Enrichment (YAE) Initiative, helping expand visual arts programming with comic artist Wayne Carter and launching new music education offerings, including a rock band ensemble and a community choir. | $1,000 | |
| WISE | |||||||
| 38 Bank Street | Lebanon | NH | 03766 | PC | Grant funds will support WISEs Housing Program. | $2,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | 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 | $1,166 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,194 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $40,360 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,360 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont Savings Bank | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 Broad Street | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1255 shares of ABBVIE INC COM USD0.01 | $232,953 | $232,953 |
| 1200 shares of ALTRIA GROUP INC | $70,356 | $70,356 |
| 2000 shares of AT&T INC COM USD1 | $57,880 | $57,880 |
| 1470 shares of EATON CORPORATION PLC | $524,775 | $524,775 |
| 1700 shares of KINDER MORGAN INC COM USD0.01 | $49,980 | $49,980 |
| 1105 shares of MICROSOFT CORP | $549,638 | $549,638 |
| 1950 shares of MORGAN STANLEY COM USD0.01 | $274,677 | $274,677 |
| 1610 shares of QUALCOMM INC | $256,409 | $256,409 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Registration Expense | $75 | $0 | $75 |
| Other Expense | $21 | $0 | $21 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized Gain | $144,278 |
| Prior Year Adjustment | $909,875 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $513 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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