CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-25
- IRS object ID
- 201712989349100401
- Schema version
- 2016v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-25T08:30:00-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | JOLENE TENNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6035427711 | PhoneNum |
| Signature | 2017-10-18 | 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 | 2017-10-18 | IPDt |
| IP Tm | 14:40:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2B86E940AF46D15078FBF5C13EDF8AAACE614EA1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 386D22EB2CC1787CDF6D4CBC0433391CC6A2CEF3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $388,154 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,208 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $77,656 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,208 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,910 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,910 | 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 | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,138 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $89,254 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $89,254 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $96,392 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$47,482 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $48,910 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Cash EOY | -$2 | CashEOYAmt |
| Cash EOYFMV | -$2 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,861 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,406 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $365,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $317,702 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $382,750 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $372,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $323,106 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $388,154 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $1,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $1,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $370,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $323,106 | 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 | $370,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $323,106 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $372,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $323,106 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $370,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$47,482 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $323,106 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $323,106 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,000 SHS HCP INC COM | P | 2005-01-01 | 2017-06-19 | $64,635 | $33,571 | $31,064 | $31,064 |
| 400 SHS QUALITY CARE | P | 2016-11-01 | 2017-06-19 | $7,061 | $12,340 | -$5,279 | -$5,279 |
| 400 SHS QUAL CARE SPIN-OFF | P | 2016-11-01 | 2016-11-30 | $5,960 | $5,960 | $5,960 | |
| FAIRPOINT EXPIRED POSITION | P | 2008-04-01 | 2017-04-28 | $537 | -$537 | -$537 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,208 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $90,065 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $510,594 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176393 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $591,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.143751 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,825 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $588,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134053 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $85,300 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $627,194 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.136003 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,074,465 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,044,563 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.028626 | DistributionYr5Rt |
| Total Distribution | 1.618826 | TotalDistributionRt |
| Average Distribution | 0.323765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $477,022 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $154,443 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $489 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $154,932 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $89,254 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $978 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $978 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,294 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,294 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $316 | OverpaymentAmt |
| Applied To ES Tax | $316 | 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 |
|---|---|---|---|---|---|---|---|---|
| JILL EDSON | ||||||||
| 65 EAST CAMP HILL ROAD | CORNISH | NH | 03745 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| MARK S THOMPSON | ||||||||
| PO BOX 431 | ASCUTNEY | VT | 05030 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JOLENE TENNEY | ||||||||
| 19 TENGREN AVENUE | CLAREMONT | NH | 03743 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| 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 |
| 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 | $462,758 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $484,286 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $484,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $477,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $978 | TotalTaxAmt |
| Distributable Before Adj | $22,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,254 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,254 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $89,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,023,087 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,005 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $65,001 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,251,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,381 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,317,433 | 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 | $1,023,087 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $294,346 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,005 | ExcessFromYear4Amt |
| Excess From Year3 | $50,769 | ExcessFromYear3Amt |
| Excess From Year2 | $57,190 | ExcessFromYear2Amt |
| Excess From Year1 | $65,001 | ExcessFromYear1Amt |
| Excess From Current Year | $66,381 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL 4 ONE | |||||||
| 13 FAIRGROUND RD | SPRINGFIELD | VT | 05156 | NONE | 501(C) | PURCHASE A PAVILION FOR BEFORE/AFTER SCHOOL PROGRAM | $500 |
| ARROWHEAD RECREATION CLUB | |||||||
| 18 ROBERT EASTER WAY | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE AN AUTO DEFIBRILLATOR AED | $2,100 |
| BLACK RIVER ACTION TEAM | |||||||
| 101 PERLEY GORDON RD | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FUNDING TO HELP PRODUCE MONTHLY SERIES OF TELEVISION EPISODES TO EDUCATE PEOPLE ON THE BLACK RIVER | $500 |
| CATHOLIC CHARITIES NH DBA NH FOOD BANK | |||||||
| 700 EAST INDUSTRIAL PARK DRIVE | MANCHESTER | NH | 03109 | NONE | 501(C) | LUNCHES FOR 200 CHILDREN DURING SUMMER BREAK | $5,000 |
| CHARLESTOWN CHILDREN'S FUND | |||||||
| 88 CROWN POINT DRIVE | CHARLESTOWN | NH | 03603 | NONE | 501(C) | FINANCIALLY ASSIST BASIC NEEDS OF SELECT CHILDREN IN CHARLESTOWN DURING SUMMER BREAK | $500 |
| CHARLESTOWN SENIOR CENTER | |||||||
| 223 OLD SPRINGFIELD RD | CHARLESTOWN | NH | 03603 | NONE | 501(C) | UPDATE BOTH RESTROOMS AT THE SENIOR CENTER | $3,500 |
| CLAREMONT JAGUARS 4-H CLUB OF SULLIVAN COUNTY | |||||||
| 169 MAIN STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | FEE FOR RENTAL SPACE TO MAINTAIN COMMUNITY CLOTHING CLOSET AND DIAPER BANK | $3,500 |
| CLAREMONT MIDDLE SCHOOL VOLLEYBALL TEAM | |||||||
| 107 SOUTH ST | CLAREMONT | NH | 03743 | NONE | 501(C) | NEW VOLLEYBALL NET SYSTEM FOR THE CMS VOLLEYBALL TEAM | $1,200 |
| CLAREMONT OPERA HOUSE INC | |||||||
| 58 OPERA HOUSE SQUARE | CLAREMONT | NH | 03743 | NONE | 501(C) | UPGRADE THEATRE LIGHTS TO ENERGY EFFICIENT LED LIGHTING | $2,000 |
| CLAREMONT PARKS AND RECREATION DEPARTMENT | |||||||
| 152 SOUTH ST | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE BLOCKS FOR THE CHILDREN TO USE AND EXPLORE AT THE CSB COMMUNITY CENTER | $2,000 |
| CLAREMONT SENIOR CENTER | |||||||
| 5 ACER HEIGHTS RD | CLAREMONT | NH | 03743 | NONE | 501(C) | NEW GARDEN TRACTOR AND A NEW MICROPHONE | $1,000 |
| CLAREMONT SOUP KITCHEN INC | |||||||
| PO BOX 957 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE FOOD AND SUPPLIES FOR THE SOUP KITCHEN | $2,500 |
| CLAREMONT YOUTH BASEBALL AND SOFTBALL | |||||||
| PO BOX 212 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE NEW BASEBALL BATS DUE TO SAFETY REGULATIONS | $1,000 |
| CONNECTICUT RIVER WATERSHED COUNCIL | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | NONE | 501(C) | YEARLY TRASH CLEANUP OF THE CONNECTICUT RIVER ALL ALONG NH, VT, MA, CT. | $1,500 |
| CORNISH FAIR ASSOCIATION | |||||||
| 294 TOWN HOUSE RD | CORNISH | NH | 03745 | NONE | 501(C) | FUNDS TO MAKE UPGRADES TO THE FAIR'S MILKING FACILITY FOR COWS DURING FAIR EVENTS | $750 |
| CORNISH MEETING HOUSE | |||||||
| MEETINGHOUSE DRIVE | CORNISH | NH | 03745 | NONE | 501(C) | REPLACE AND REPLICATE ORIGINAL GLAZING PATTERNS AND GLASS IN THE THREE TRANSOM LIGHTS ABOVE THE FOYER IN THE MEETINGHOUSE | $700 |
| CORNISH NH FIRE DEPARTMENT ASSOCIATION | |||||||
| 488 TOWNHOUSE ROAD | CORNISH | NH | 03745 | NONE | 501(C) | TO ASSIST WITH COSTS OF ANNUAL CAR SHOW FUNDRAISER | $500 |
| COUNCIL ON AGING FOR SOUTHEASTERN VT | |||||||
| 38 PLEASANT ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | PURCHASE COMPUTER, PROJECTOR, AND MONITOR TO EXPAND PROGRAMS AND USE OF SPACE | $1,500 |
| DRAFT ANIMAL POWER NETWORK | |||||||
| 271 PLANK RD | VERGENNES | VT | 05491 | NONE | 501(C) | FUNDING FOR OUTREACH TIME TO SHARE ABOUT DRAFT ANIMALS USED FOR AGRICULTURE AND FORESTRY | $750 |
| FALL MOUNTAIN FRIENDLY MEALS | |||||||
| PO BOX 191 | ALSTEAD | NH | 03602 | NONE | 501(C) | MONEY TO PURCHASE PAPER PRODUCTS FOR SERVING AND DELIVERING MEALS TO THE NEEDY | $1,000 |
| FRIENDS OF THE MORRILL HOMESTEAD | |||||||
| 214 MORRILL MEMORIAL HIGHWAY | STRAFFORD | VT | 05072 | NONE | 501(C) | FUNDING TO EXPAND CHILDREN'S CAMP EVENTS AND EXHIBITS | $500 |
| 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 | $2,000 |
| 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 | $500 |
| GOOD NEIGHBOR HEALTH CLINIC | |||||||
| 70 N MAIN ST | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | FUNDING TO ENROLL 10 PATIENTS WHO ARE RECEIVING MEDICAL TREATMENT AT THE CLAREMONT SOUP KITCHEN INTO A SMOKING CESSATION PROGRAM | $1,000 |
| GREEN MOUNTAIN CHILDREN'S CENTER | |||||||
| 90 CHARLESTOWN ROAD | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE NEW PLAYGROUND EQUIPMENT AND MAKE IMPROVEMENTS TO EXISTING EQUIPMENT | $2,000 |
| HIV HCV RESOURCE CENTER | |||||||
| 2 BLACKSMITH ST | LEBANON | NH | 03766 | NONE | 501(C) | FEES FOR LIMITED MEDICATION-ASSISTED TREATMENT FOR OPIOD DEPENDENT CLIENTS FROM CLAREMONT AND TO SUPPORT SYRINGE SERVICES PROGRAMS | $1,500 |
| LIBRARY ARTS CENTER | |||||||
| 58 N MAIN ST | NEWPORT | NH | 03773 | NONE | 501(C) | UPDATE AGING EQUIPMENT TO MAKE THE SPACE MORE SAFE. ADD ADDITIONAL EXTERIOR LIGHTING. | $1,500 |
| LIVE FREE OR DIE RIDERS | |||||||
| PO BOX 901 | CLAREMONT | NH | 03743 | NONE | 501(C) | ASSIST INDIVIDUALS REQUESTING HARDSHIP GRANTS | $500 |
| MUCKROSS DAY CAMP - VT STATE PARKS | |||||||
| 100 MINERAL ST STE 304 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | SCHOLARSHIPS FOR MIDDLE SCHOOL STUDENTS TO ATTEND SUMMER CAMP | $1,500 |
| NEWPORT AREA ASSOCIATION OF CHURCHES - FOOD PANTRY | |||||||
| PO BOX 672 | NEWPORT | NH | 03773 | NONE | 501(C) | NEW HANDICAPPED RAMP AND INSTALLATION | $1,000 |
| NEWPORT SENIOR CENTER DBA SULLIVAN COUNTY NUTRITION SERVICES | |||||||
| PO BOX 387 | NEWPORT | NH | 03773 | NONE | 501(C) | MONIES TO EXPAND AND RENOVATE CURRENT LOCATION | $2,000 |
| OLD FORT NUMBER 4 | |||||||
| PO BOX 1336 | CHARLESTOWN | NH | 03603 | NONE | 501(C) | REPAIRS TO FORT, INSTALL NEW DISPLAYS, PURCHASE NEW MATERIALS, AND OVERALL IMPROVEMENT OF PROGRAM | $2,500 |
| PLAINFIELD ELEMENTARY SCHOOL | |||||||
| 92 BONNER RD | MERIDEN | NH | 03770 | NONE | 501(C) | NEW PLAYGROUND EQUIPMENT | $500 |
| RIVER THEATER COMPANY OF CHARLESTOWN NH | |||||||
| PO BOX 47 | CHARLESTOWN | NH | 03603 | NONE | 501(C) | TO SPONSOR A MUSICAL "A CHRISTMAS STORY", TO INCLUDE MARKETING PRIVILEGES | $1,400 |
| ROGUE ROBOTS OF 4H | |||||||
| 7 PROSPECT ST | NEWPORT | NH | 03773 | NONE | 501(C) | FUNDING FOR ROBOTIC CLASSES | $500 |
| SAINT GAUDENS MEMORIAL | |||||||
| 34 SOUTH HIGHLAND AVE | OSSINING | NY | 10562 | NONE | 501(C) | FUNDING FOR THEIR 10 CONCERT SUMMER SERIES | $2,000 |
| SECOND GROWTH | |||||||
| PO BOX 206 | HANOVER | NH | 03755 | NONE | 501(C) | EDUCATION AND PREVENTION PROGRAM DESIGNED TO DEVELOP PHYSICAL AND MENTAL STRENGTH AND RESILIENCE | $2,000 |
| SHINING SUCCESS | |||||||
| PO BOX 82 | CLAREMONT | NH | 03743 | NONE | 501(C) | FUNDING TO OUTFIT THE NEW OFFICE AND BOUTIQUE WITH EQUIPMENT TO TEACH CLASS | $500 |
| SOUTHERN VT AHEC | |||||||
| 55 CLINTON ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FUNDING FOR 2 WINDSOR COUNTY STUDENT INTERNSHIPS FOR 2017-2018 | $1,000 |
| SPRINGFIELD BOOSTER CLUB | |||||||
| PO BOX 666 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | WALL MATS FOR GYM, HOTDOG WARMER, POPCORN MACHINE, AND PRETZEL MACHINE | $1,000 |
| SPRINGFIELD FAMILY CENTER | |||||||
| 365 SUMMER STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FUNDS FOR PROVIDING THE NEEDY WITH FOOD AND FUNDING FOR FUEL | $2,000 |
| SPRINGFIELD HUMANE SOCIETY | |||||||
| 401 SKITCHEWAUG TRAIL | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FUNDING TO PERFORM ON-SITE LYME DISEASE DETECTION AND TREATMENT | $2,000 |
| SPRINGFIELD MEALS AND WHEELS OF GREATER SPRINGFIELD INC | |||||||
| 139 MAIN ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FUNDING TO ASSIS THE RISE IN COSTS FOR DELIVERING MEALS TO HOME-BOUND SENIORS | $1,000 |
| SPRINGFIELD MEDICAL CARE SYSTEMS | |||||||
| PO BOX 2003 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FUNDS TO PURCHASE AN ECG MACHINE WITH SPIROMETRY FOR THE NEW CHARLESTOWN FAMILY MEDICINE FACILITY | $2,000 |
| SPRINGFIELD SUPPORTED HOUSING PROGRAM | |||||||
| PO BOX 178 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FINANCIAL SUPPORT TO THEIR TRANSITIONAL HOUSING PROGRAM FOR HOMELESS OR EMINENT OF BEING HOMELESS | $1,500 |
| SULLIVAN COUNTY HUMANE SOCIETY | |||||||
| PO BOX 111 | CLAREMONT | NH | 03743 | NONE | 501(C) | FUNDING FOR THEIR SPONSOR A SPAY ACCOUNT, TO REDUCE CAT OVERPOPULATION | $1,000 |
| SUNAPEE NH HISTORICAL SOCIETY | |||||||
| PO BOX 501 | SUNAPEE | NH | 03782 | NONE | 501(C) | TO ACQUIRE AND REHAB THE OLD ABBOTT LIBRARY IN SUNAPEE | $500 |
| TLC FAMILY RESOURCE CENTER | |||||||
| PO BOX 1098 | CLAREMONT | NH | 03743 | NONE | 501(C) | FUNDS TO OFFSET THE COST OF 100 HOME VISITS IN OUR HEALTHY FAMILIES PROGRAM | $1,500 |
| TURNING POINT RECOVERY CENTER OF SPRINGFIELD VT INC | |||||||
| 7 MORGAN STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | FINANCIAL SUPPORT TO HELP ENHANCE THE QUALITY OF LIFE FOR THE PEOPLE IN THE HOUSING PROGRAM | $5,000 |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE 5 SECURITY SAFES FOR THE SHELTER BEDROOMS IN ORDER TO KEEP FAMILIES MEDICINE AND VALUABLES SECURE | $1,000 |
| TWINSTATE MAKERSPACES INC | |||||||
| PO BOX 100 | LEBANON | NH | 03766 | NONE | 501(C) | EQUIPMENT ACQUISITIONS AND OPERATIONAL COSTS TO SUPPORT RENOVATION OF SAWTOOTH MILL PROPERTY | $1,000 |
| UNION STREET SCHOOL SPRINGFIELD SCHOOLS SYSTEM | |||||||
| 43 UNION ST | SPRINGFIELD | VT | 05156 | NONE | 501(C) | TO PURCHASE A NEW KILN FOR THE STUDENTS | $500 |
| UNITED VALLEY INTERFAITH PROJECT | |||||||
| PO BOX 187 | MERIDEN | NH | 03770 | NONE | 501(C) | FUNDING TO SUPPORT THEIR COURSES PROVIDED TO SENIORS OF MODEST MEANS WISHING TO AGE IN THEIR HOME | $1,500 |
| VITAL COMMUNITIES | |||||||
| 195 NORTH MAIN STREET | WHITE RIVER JCT | VT | 05001 | NONE | 501(C) | SPONSOR ECONOMIC DEVELOPMENT DAY | $1,500 |
| VOLUNTEERS IN ACTION | |||||||
| PO BOX 707 | WINDSOR | VT | 05089 | NONE | 501(C) | FUNDING TO ASSIST ELDERLY, DISABLED, AND LOW-INCOME PERSONS BY PROVIDING TRANSPORTATION AND MEAL DELIVERY | $1,000 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER ST | LEBANON | NH | 03766 | NONE | 501(C) | FUNDING TO EXPAND THE CAPACITY TO PROVIDE ACCESSIBLE AND AFFORDABLE OUTPATIENT TREATMENT | $1,500 |
| WEST CLAREMONT CENTER FOR MUSIC AND ARTS | |||||||
| PO BOX 902 | CLAREMONT | NH | 03743 | NONE | 501(C) | FUNDS TO EXPAND THE SUMMER CONCERT SERIES, INTERARTS SUMMER CAMP, AND YOUTH ART ENRICHMENT PROGRAM | $2,500 |
| WINDSOR FOOD SHELF | |||||||
| PO BOX 462 | WINDSOR | VT | 05089 | NONE | 501(C) | FUNDING FOR FEEDING 32 ADDITIONAL STUDENTS IN THEIR WEEKEND LUNCHBOX PROGRAM | $2,500 |
| WINDSOR WAR MEMORIAL | |||||||
| 123 ORCHARD LANE | WINDSOR | VT | 05089 | NONE | 501(C) | NEW FLAGS FOR THE WINDSOR WAR MEMORIAL AND NAMES TO BE ADDED TO THE MONUMENT | $354 |
| WOMEN'S HEALTH RESOURCE CENTER | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03756 | NONE | 501(C) | SUPPLY DIAPER BANK AND THE CAR SEAT PROGRAM | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $89,254 | 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 | $17,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,208 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,910 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $44,369 | $115,429 |
| AT & T | $83,678 | $105,644 |
| HEALTH CARE PROPERTIES | $0 | $0 |
| FAIRPOINT COMMUNICATIONS | $0 | $0 |
| PAYCHECK INC | $18,275 | $29,894 |
| GENERAL ELECTRIC | $79,335 | $89,133 |
| KINDER MORGAN DELAWARE | $92,045 | $42,650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WIRE TRANSFER FEES | $25 | $0 | $0 |
| CHANGE IN COST BASIS | $7,038 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE FEE | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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