CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-09-27
- IRS object ID
- 201802709349100325
- Schema version
- 2017v2.3
- 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 | 2018-09-27T12:31:08-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 326 | AddressLine1Txt |
| City | RUTLAND | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 057020326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | 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 | 2018-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANDREW P SIMONDS CPA | PreparerPersonNm |
| PTIN | P01256493 | PTIN |
| Phone | 8027732721 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-27 | IPDt |
| IP Tm | 13:24:54 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EA103775B7ADC8FAE84C5193D84E7A8F819321D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 92B36FBE0834C2AFCE39C1BC83349C3C9DFFBB41 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $404,406 | 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 | $208,016 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,298 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,862 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $228,803 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $20,787 | 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 | $759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,594 | 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 | $91,594 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $90,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $137,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,787 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$2 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,406 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,974 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,974 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $317,702 | CorporateStockBOYAmt |
| Corporate Stock EOY | $449,342 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $393,433 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $323,106 | TotalAssetsBOYAmt |
| Total Assets EOY | $460,315 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $404,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $323,106 | CapitalStockBOYAmt |
| Capital Stock EOY | $460,315 | 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 | $323,106 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $460,315 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $323,106 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $460,315 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $323,106 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $137,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $460,315 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $460,315 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 350 SHS ALTRIA GROUP INC | P | 2012-01-12 | 2018-05-09 | $19,662 | $10,019 | $9,643 | $9,643 |
| 525 SHS PAYCHEX | P | 2013-04-10 | 2018-05-09 | $32,601 | $18,275 | $14,326 | $14,326 |
| 2000 SHS GENERAL ELECTRIC | P | 2013-10-08 | 2018-05-08 | $28,599 | $48,082 | -$19,483 | -$19,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,486 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,254 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $477,022 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.187107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $90,065 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $510,594 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.176393 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $85,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $591,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.143751 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $588,012 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.134053 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $85,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $627,194 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136003 | DistributionYr5Rt |
| Total Distribution | 0.777307 | TotalDistributionRt |
| Average Distribution | 0.155461 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $407,813 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $208 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $63,607 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $90,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $208 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $208 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $792 | OverpaymentAmt |
| Applied To ES Tax | $792 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| BOB PORTER | ||||||||
| 387 ELM STREET | CLAREMONT | NH | 03743 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| STEVE MONETTE | ||||||||
| 4 SAND HILL RD | WALPOLE | NH | 03608 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| ALBERT ST PIERRE | ||||||||
| 43 SUNNYSIDE CIRCLE | CHARLESTOWN | NH | 03603 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| KATHY HUBERT | ||||||||
| 179 SPRINGFIELD RD | NEWPORT | NH | 03773 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| LYNN SMITH | ||||||||
| 112 RT 11 | SUNAPEE | NH | 03782 | 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 | $395,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,180 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $414,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $414,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,210 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $407,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,391 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,391 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $20,183 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,183 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,183 | 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 | $208 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,792 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,183 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,005 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,769 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,190 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,001 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $66,381 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $294,346 | 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 | $20,183 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,817 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $364,163 | 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 | $55,005 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $309,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,769 | ExcessFromYear4Amt |
| Excess From Year3 | $57,190 | ExcessFromYear3Amt |
| Excess From Year2 | $65,001 | ExcessFromYear2Amt |
| Excess From Year1 | $66,381 | ExcessFromYear1Amt |
| Excess From Current Year | $69,817 | 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) OR 501(C)(7) 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) OR 501(C)(7) AND NOT DICRIMINATE BASED ON 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 (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BABY STEPS FAMILY ASSISTANCE | |||||||
| PO BOX 1607 | CLAREMONT | NH | 03743 | NONE | 501(C) | TO EXPAND DIAPER BANK IN THE COMMUNITY | $3,000 |
| CHARLESTOWN CHILDREN'S FUND | |||||||
| 88 CROWN POINT DRIVE | CHARLESTOWN | NH | 03603 | NONE | 501(C) | PURCHASING OF NEEDED EMERGENCY CLOTHING AND SUPPLIES | $500 |
| CHARLESTOWN FOURSQUARE CHURCH DBA REMIX | |||||||
| 268 EAST GREEN MOUNTAIN RD | CLAREMONT | NH | 03743 | NONE | 501(C) | UPGRADING EXISTING ESPRESSO MACHINE TO ACCOMODATE MORE GUESTS | $5,000 |
| CHARLESTOWN SENIOR CENTER | |||||||
| PO BOX 1333 | CHARLESTOWN | NH | 03603 | NONE | 501(C) | UPGRADE FLUORESCENT LIGHTING TO MORE EFFICIENT LED LIGHTING. | $1,000 |
| CLAREMONT LEARNING PARTNERSHIP | |||||||
| 169 MAIN STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | TO SUPPORT CLAREMONT TRANSITIONAL HOUSING PROJECT FOR HOMELESS TEENS | $5,000 |
| CLAREMONT PARKS AND RECREATION DEPARTMENT | |||||||
| 152 SOUTH ST | CLAREMONT | NH | 03743 | NONE | 501(C) | RELOCATION OF MAIN PLAY STRUCTURE | $3,295 |
| CLAREMONT SENIOR CENTER | |||||||
| 5 ACER HEIGHTS RD | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE AND INSTALLATION OF 7 NEW TOILETS | $3,500 |
| CLAREMONT SOUP KITCHEN INC | |||||||
| PO BOX 957 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE FOOD AND SUPPLIES FOR THE SOUP KITCHEN | $2,000 |
| CLAREMONT YOUTH BASEBALL AND SOFTBALL | |||||||
| PO BOX 212 | CLAREMONT | NH | 03743 | NONE | 501(C) | FIELD RENOVATION AT MONADNOCK PARK | $500 |
| CONNECTICUT RIVER JOINT COMMISSIONS | |||||||
| 10 WATER ST SUITE 225 | LEBANON | NH | 03766 | NONE | 501(C) | MATCHING OF FUNDS TO QUALIFY FOR A GRANT FROM NORTHERN BORDERS REGIONAL COMMISSION | $2,000 |
| CONNECTICUT RIVER SPECIAL OLYMPICS NEW HAMPSHIRE | |||||||
| 213 NORTH STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | COST FOR SUMMER GAMES | $1,375 |
| COUNCIL ON AGING FOR SOUTHEASTERN VT | |||||||
| 38 PLEASANT ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | TO ENHANCE AND EXPAND THE VOLUNTEER OUTREACH TO ELDERS PROGRAM | $1,000 |
| COVER HOME REPAIR | |||||||
| 158 SOUTH MAIN ST | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | URGENT HOME REPAIR AND WEATHERIZATION FOR THOSE IN NEED | $1,000 |
| DANIEL WEBSTER COUNCIL BSA | |||||||
| 571 HOLT AVENUE | MANCHESTER | NH | 03109 | NONE | 501(C) | CONSTURCTION FOR A YEAR-ROUND OUTDOOR RESTROOM | $530 |
| FALL MOUNTAIN FRIENDLY MEALS | |||||||
| 122 NH RT 12A | ALSTEAD | NH | 03602 | NONE | 501(C) | NEW DISPLAY CASE REFRIGERATOR | $2,300 |
| FRIENDS OF THE FISKE FREE LIBRARY | |||||||
| 108 BROAD ST | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE OF NEW AND UPDATED FURNINGS | $3,000 |
| FRIENDS OF THE MEETING HOUSE - VETERAN'S MEMORIAL PARK | |||||||
| 131 DERRY HILL | ALSTEAD | NH | 03602 | NONE | 501(C) | ADD MEMORIALS TO TOWN HALL COMMON GROUNDS | $1,000 |
| FRIENDS OF VETERANS | |||||||
| 222 HOLIDAY DRIVE SUITE 20 | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | FINANCIAL ASSISTANCE TO HELP SUPPORT VT AND NH VETERANS TO REMAIN IN THEIR HOMES | $1,200 |
| FRIENDS PROGRAM | |||||||
| 202 NORTH STATE STREET | CONCORD | NH | 03301 | NONE | 501(C) | FUNDING TO SUPPORT ONGOING OPERATIONS AND ENHANCED OUTREACH FOR EARLY CHILDHOOD DEVELOPMENT AND EDUCATION TO CHILDREN AT-RISK | $1,000 |
| FULL CIRCLE FARM THERAPEUTIC HORSEMANSHIP | |||||||
| 80 EDGELL RD | NEWPORT | NH | 03773 | NONE | 501(C) | ONE HOUR A WEEK HORSEMANSHIP, LIFE SKILLS, SOCIAL SKILLS, AND RIDING | $1,000 |
| GALLERY AT THE VAULT | |||||||
| 100 MASSEY RD | SPRINGFIELD | VT | 05156 | NONE | 501(C) | TO EXTEND LOCAL, REGIONAL, STATEWIDE, AND ONLINE MARKETING | $1,000 |
| GOOD NEIGHBOR HEALTH CLINIC | |||||||
| 70 N MAIN ST | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | FREE DENTAL CARE FOR LOW INCOME INDIVIDUALS | $3,200 |
| GOT LUNCH NEWPORT (GLN) | |||||||
| 20 CHURCH ST | NEWPORT | NH | 03773 | NONE | 501(C) | WEEKLY HOME DELIVERY OF GROCERIES FOR NUTRITIOUS LUNCHES | $200 |
| GREATER SPRINGFIELD VT AREA HABITAT FOR HUMANITY | |||||||
| 18 UNION ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | REHAB 422 LACROSS RD, SPRINGFIELD | $1,000 |
| HARBOR HOMES INC | |||||||
| 77 NORTHEASTERN BLVD | NASHUA | NH | 03062 | NONE | 501(C) | EXPANSION OF SUPPORTIVE HOUSING PROJECT TO SERVE MORE HOMELESS VETERANS AND FAMILIES | $2,500 |
| MEALS ON WHEELS OF GREATER SPRINGFIELD | |||||||
| 139 MAIN ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | HALF OF A NEW DISHWASHER AND GENERAL OPERATIONAL EXPENSES | $1,600 |
| MEETING WATERS YMCA | |||||||
| PO BOX 511 | BELLOWS FALLS | VT | 05101 | NONE | 501(C) | START-UP OF AFTERSCHOOL ENRICHMENT PROGRAM FOR CHILDREN | $2,000 |
| NEW ENGLAND KURN HATTIN HOMES | |||||||
| PO BOX 127 | WESTMINSTER | VT | 05158 | NONE | 501(C) | PURCHASE AND INSTALL OF SECURITY CAMARA | $2,200 |
| NEWPORT AREA ASSOCIATION OF CHURCHES - FOOD PANTRY | |||||||
| PO BOX 672 | NEWPORT | NH | 03773 | NONE | 501(C) | "BACK PACK" PROGRAM TO SUPPORT FOOD DISTRIBUTION TO CHILDREN IN SCHOOLS | $850 |
| NEWPORT LIONS CLUB | |||||||
| 121 UNITY RD | NEWPORT | NH | 03773 | NONE | 501(C) | PROGRAM TO PACKAGE 10,000 PACKAGES OF FOOD FOR PEOPLE IN NEED | $500 |
| PATHWAYS OF THE RIVER VALLEY | |||||||
| 654 MAIN ST | CLAREMONT | NH | 03743 | NONE | 501(C) | FUNDS TO OFFSET COSTS OF SPECIAL NEEDS DENTISTRY | $2,700 |
| RED RIVER CHARITABLE FOUNDATION | |||||||
| 21 WATER ST SUITE 500 | CLAREMONT | NH | 03743 | NONE | 501(C) | THINKSMART SUMMER WORK PROGRAM FOR AREA STUDENTS | $1,000 |
| RICHARDS FREE LIBRARY | |||||||
| 58 NORTH MAIN ST | NEWPORT | NH | 03773 | NONE | 501(C) | REPAIR AN UNSAFE CHIMNEY IN THE LIBRARY ARTS CENTER | $1,000 |
| RIVER VALLEY ANIMAL PROTECTION LEAGUE | |||||||
| PO BOX 860 | CHARLESTOWN | NH | 03603 | NONE | 501(C) | EXPANSION OF THE TRAP, NEUTER, AND RETURN PROGRAM | $500 |
| SECOND GROWTH | |||||||
| 205 BILLINGS FARM RD | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | CO-ED PREVENTION AND EDUCATION SUMMER CAMP | $2,500 |
| SHINING SUCCESS | |||||||
| PO BOX 82 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE OF PROFESSIONAL CLOTHING RACKS | $300 |
| SOUTHERN VT AHEC | |||||||
| 368 RIVER ST SUITE 145 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | COLLEGE STUDENT HEALTHCARE INTERNSHIP PROGRAM | $500 |
| SOUTHWESTERN COMMUNITY SERVICES INC | |||||||
| 63 COMMUNITY WAY | KEENE | NH | 03431 | NONE | 501(C) | MARKETING, BRANDING, OUTREACH, AND EXPANSION OF THE SCS TRANSPORTATION PROGRAM | $2,000 |
| SPARK COMMUNITY CENTER | |||||||
| 75 BANK ST SUITE L-08 | LEBANON | NH | 03766 | NONE | 501(C) | SOCIAL INTEGRATION OF PERSONS WITH SPECIAL NEEDS | $1,000 |
| SPRINGFIELD ARTISANS FACILITIES | |||||||
| 43 OLIVE ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | SCHOLARSIPS FOR 10 CHILDREN | $500 |
| SPRINGFIELD FAMILY CENTER | |||||||
| 365 SUMMER STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FOOD SHELF, DAILY MEALS, SHOWER AND LAUNDRY FACILITIES FOR NEEDY | $1,200 |
| SPRINGFIELD HUMANE SOCIETY | |||||||
| 401 SKITCHEWAUG TRAIL | SPRINGFIELD | VT | 05156 | NONE | 501(C) | SPAY THE MOM (STM) ANNUAL CAMPAIGN | $1,000 |
| SPRINGFIELD MEDICAL CARE SYSTEMS | |||||||
| PO BOX 2003 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | PROVIDE DENTAL CARE TO ELEMENTARY AGE STUDENTS THROUGH IN-SCHOOL VISITS | $1,500 |
| SPRINGFIELD ON THE MOVE | |||||||
| 46 MAIN ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | DOWNTOWN MUSIC SYSTEM WITH WIRELESS SPEAKERS | $500 |
| SPRINGFILED COMMUNITY PLAYERS | |||||||
| PO BOX 113 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | RENOVATE THEATER FACILITIES AND REMOVE SIGHT LINE IMPEDIMENTS | $4,000 |
| SULLIVAN COUNTY HUMANE SOCIETY | |||||||
| PO BOX 111 | CLAREMONT | NH | 03743 | NONE | 501(C) | PROGRAM TO ALLOW PEOPLE TO KEEP CATS IN HOME AND REDUCE OVERPOPULATION | $1,500 |
| SULLIVAN COUNTY ORAL HEALTH COLLABORATIVE | |||||||
| ONE TREMONT STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | PROGRAMMATIC AND PHYSICAL SPACE EXPANSION DUE TO CONTINUED GROWTH | $1,500 |
| SUNAPEE HERITAGE ALLIANCE | |||||||
| PO BOX 72 | SUNAPEE | NH | 03782 | NONE | 501(C) | SUMMER MUSIC SERIES AND CLASSES | $750 |
| THE WEEKEND LUNCHBOX (WINDSOR COMMUNITY FOOD SHELF) | |||||||
| 889 HUNT RD | WINDSOR | VT | 05089 | NONE | 501(C) | PRIMARY NUTRITION FOR SOME STUDENTS IN WINDSOR ELEMENTARY AND MIDDLE SCHOOLS | $850 |
| TRINITY EPISCOPAL CHURCHPRINCE OF PEACE LUTHERAN CHURCH | |||||||
| 56 MAPLE AVE | CLAREMONT | NH | 03743 | NONE | 501(C) | WEEKEND BACKPACKS OF NUTRITIOUS FOODS FOR CHILDREN IN NEED | $850 |
| TURNING POINT RECOVERY CENTER OF SPRINGFIELD VT INC | |||||||
| 7 MORGAN STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | RECOVERY COACHING SERVICES AT THE RECOVERY CENTER | $2,500 |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | REPAIR KITCHEN DUE TO WATER DAMAGE AND IMPROVE ADA COOKING AREA | $1,000 |
| UNION CHURCH (FICAL AGENT WEST CLAREMONT CENTER FOR MUSIC AND THE ARTS) | |||||||
| PO BOX 902 | CLAREMONT | NH | 03743 | NONE | 501(C) | SUPPORT FOR SUMMER MUSIC SERIES AND YOUTH PROGRAMS | $1,500 |
| UNITED VALLEY INTERFAITH PROJECT | |||||||
| PO BOX 187 | MERIDEN | NH | 03770 | NONE | 501(C) | COMMUNITY OUTREACH, SHARING INFORMATION ON TENANT RIGHTS | $500 |
| VITAL COMMUNITIES | |||||||
| 195 NORTH MAIN STREET | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | SPONSOR ECONOMIC DEVELOPMENT DAY | $1,500 |
| VT ADULT LEARNING OF WINDSOR COUNTY | |||||||
| 100 RIVER ST | SPRINGFIELD | VT | 01505 | NONE | 501(C) | TO SERVICE DISENGAGED YOUTH AGES 16 - 19 | $1,600 |
| WAGS AND WIGGLES RESCUE | |||||||
| 513 CASH ST | CROYDON | NH | 03773 | NONE | 501(C) | TO CONSTRUCT A RESCUE SHELTER TO INCLUDE EDUCATIONAL SERVICES | $500 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER ST SUITE 2 | LEBANON | NH | 03766 | NONE | 501(C) | TO SUPPORT FURNISHINGS, COMPUTER EQUIPMENT, AND FLOORING RENOVATIONS | $1,000 |
| 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,298 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,486 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,787 | 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 | PO BOX 1600 | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 05743 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $208,016 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,925 SHARES ABBVIE INC COM STOCK | NoncashPropertyDesc |
| Fair Market Value | $208,016 | FairMarketValueAmt |
| Received | 2018-02-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $34,350 | $68,148 |
| AT & T | $83,678 | $89,908 |
| GENERAL ELECTRIC | $31,253 | $17,693 |
| KINDER MORGAN DELAWARE | $92,045 | $39,333 |
| ABBVIE INC | $208,016 | $178,351 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP | $810 | $0 | $0 |
| WIRE TRANSFER FEES | $25 | $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 PAYMENTS | $684 | $0 | $0 |
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