CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-09-30
IRS object ID
201642749349100604
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-09-30T14:11:37-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030210880PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 326AddressLine1Txt
CityRUTLANDCityNm
State AbbreviationVTStateAbbreviationCd
ZIP057020326ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331014741EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOLENE TENNEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6035427711PhoneNum
Signature2016-09-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNORMAN J LADABOUCHE CPAPreparerPersonNm
PTINP01255942PTIN
Phone8027732721PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$482,289FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$6InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,297DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$6,548NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$66,721GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$16,755TotalRevAndExpnssAmt
Total Net Invst Incm$23,303TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,210TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,045OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,255TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,065ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,065ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$93,320TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$90,065TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$76,565ExcessRevenueOverExpensesAmt
Net Investment Income$23,303NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$1CashEOYAmt
Cash EOYFMV-$1CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,436SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,861SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,861SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$438,717CorporateStockBOYAmt
Corporate Stock EOY$365,228CorporateStockEOYAmt
Corporate Stock EOYFMV$475,429CorporateStockEOYFMVAmt
Total Assets BOY$447,153TotalAssetsBOYAmt
Total Assets EOY$372,088TotalAssetsEOYAmt
Total Assets EOYFMV$482,289TotalAssetsEOYFMVAmt
Grants Payable EOY$1,500GrantsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,500TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$447,153CapitalStockBOYAmt
Capital Stock EOY$370,588CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$447,153TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$370,588TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$447,153TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$372,088TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$447,153TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$76,565ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$370,588SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$370,588TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2,000 SHS CENTURY LINKP2010-08-112016-04-19$65,356$72,399-$7,043-$7,043
25 SHS PAYCHEX INP2013-04-102016-06-07$1,365$870$495$495
FieldValueIRS element (for citing)
Capital Gain Net Income-$6,548CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$85,030AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$591,507NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.143751DistributionYr1Rt
Adjusted Qlfy Distri Yr2$78,825AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$588,012NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.134053DistributionYr2Rt
Adjusted Qlfy Distri Yr3$85,300AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$627,194NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.136003DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,074,465AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,044,563NetVlNoncharitableAssetsYr4Amt
Distribution Yr41.028626DistributionYr4Rt
Adjusted Qlfy Distri Yr5$76,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,499,935NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051002DistributionYr5Rt
Total Distribution1.493435TotalDistributionRt
Average Distribution0.298687AverageDistributionRt
Net Vl Noncharitable Assets$510,594NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$152,508AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$233NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$152,741AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$90,065QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$466InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$466SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$466TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,760EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,760TotalPaymentsAndCreditsAmt
Overpayment$1,294OverpaymentAmt
Applied To ES Tax$1,294AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WAYNE C MCCUTCHEON
492 WASHINGTON STCLAREMONTNH03743TRUSTEE0.50$0$0$0
JILL EDSON
65 EAST CAMP HILL ROADCORNISHNH03745TRUSTEE0.50$0$0$0
MARK S THOMPSON
PO BOX 431ASCUTNEYVT05030TRUSTEE0.50$0$0$0
JOLENE TENNEY
19 TENGREN AVENUECLAREMONTNH03743TRUSTEE0.50$0$0$0
BOB PORTER
387 ELM STREETCLAREMONTNH03743TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$482,307AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,063AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$518,370TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$518,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,776CashDeemedCharitableAmt
Net Vl Noncharitable Assets$510,594NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$466TaxBasedOnInvestmentIncomeAmt
Total Tax$466TotalTaxAmt
Distributable Before Adj$25,064DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,064DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,064DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$90,065ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$90,065QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$90,065AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,064DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,910ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,023,087ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$55,005ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,769ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$57,190ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,188,961TotalExcessDistributionCyovAmt
Qualifying Distributions$90,065QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,064AppliedToCurrentYearAmt
Remaining Distri From Corpus$65,001RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,253,962TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$2,910ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,251,052ExcessDistriCyovToNextYrAmt
Excess From Year4$1,023,087ExcessFromYear4Amt
Excess From Year3$55,005ExcessFromYear3Amt
Excess From Year2$50,769ExcessFromYear2Amt
Excess From Year1$57,190ExcessFromYear1Amt
Excess From Current Year$65,001ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYNN SMITHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1600AddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationNHStateAbbreviationCd
ZIP03743ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6035427711RecipientPhoneNum
Form And Info And MaterialsONE PAGE APPLICATION WITH GENERAL INFORMATION INCLUDING AMOUNT OF REQUEST, PROPOSED PROJECT, PROOF OF 501(C)(3) OR 501(C)(7) STATUS,GEOGRAPHIC LOCATION,CLIENTS SERVED, AND NUMBER OF EMPLOYEES.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPPLICATIONS MUST BE RECEIVED IN MAY WITH GRANTS AWARDED JUNE 15.SubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATION MUST BE A 501(C)(3) 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 (56 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARROWHEAD RECREATION CLUB
18 ROBERT EASTER WAYCLAREMONTNH03743NONE501(C)INSTALL A 4TH TUBING LANE$2,000
CATHOLIC CHARITIES NH DBA NH FOOD BANK
700 EAST INDUSTRIAL PARK DRIVEMANCHESTERNH03109NONE501(C)FUNDING TO HELP THE NH FOOD BANK EXPAND SUMMER FOOD SERVICE PROGRAM$1,500
CHARLESTOWN MEMORIAL POST 8497 VFW
PO BOX 1337CHARLESTOWNNH03603NONE501(C)PURCHASE 26 TABLES FOR THEIR PRIMARY INCOME MAKING NEEDS; BINGO$2,000
CHARLESTOWN SENIOR CITIZENS CLUB
PO BOX 1333CHARLESTOWNNH03603NONE501(C)REPLACE ROOF$1,500
CITY OF CLAREMONT
8 GRANDVIEW STREETCLAREMONTNH03743NONE501(C)RESTORATATION OF 1923 CEMETERY GATES FOR THE MT. VIEW CEMETERY$1,000
CLAREMONT JAGUARS 4-H CLUB OF SULLIVAN COUNTY
405 W UNITY ROADCLAREMONTNH03743NONE501(C)FUNDING TO SUPPORT PROGRAM AND INCREASE CLIENTS FOR THE DIAPER BANK, BABY BOX PROJECT, WELLNESS PROJECT.$2,500
CLAREMONT OPERA HOUSE INC
PO BOX 664CLAREMONTNH03743NONE501(C)FUNDING TO PURCHASE A DIGITAL BOARD AND 12 HANGING MICROPHONES$2,000
CLAREMONT SENIOR CENTER
5 ACER HEIGHTS RDCLAREMONTNH03743NONE501(C)PURCHASE OF A FLOOR SCRUBBER AND A RUG CLEANER$2,800
CLAREMONT SOUP KITCHEN INC
PO BOX 957CLAREMONTNH03743NONE501(C)PURCHASE FOOD AND SUPPLIES FOR THE SOUP KITCHEN$2,500
CLAREMONT YOUTH BASEBALL AND SOFTBALL
PO BOX 212CLAREMONTNH03743NONE501(C)PURCHASE TWO CORDLESS SOFTBALL PITCHING MACHINES$1,000
COMMUNITY ALLIANCE OF HUMAN SERVICES - TRANSPORTATION
940 JOHN STARK HIGHWAYNEWPORTNH03773NONE501(C)FUNDING FOR THE VOLUNTEER DRIVER PROGRAM WHICH ASSISTS COMMUNITY RESIDENTS ATTEND DOCTOR APTS., DRUG REHAB, GROCERY STORE, ETC.$1,000
CONNECTICUT RIVER WATERSHED COUNCIL
15 BANK ROWGREENFIELDMA01301NONE501(C)YEARLY TRASH CLEANUP OF THE CONNECTICUT RIVER ALL ALONG NH, VT, MA, CT.$2,000
COPPER CANNON
PO BOX 124FRANCONIANH03580NONE501(C)PROVIDE 8 LOW INCOME CHILDREN, ONE WEEK ATTENDANCE AT THEIR SUMMER CAMP$1,200
CORNISH CONSERVATION COMMISSION
488 TOWNHOUSE ROADCORNISHNH03745NONE501(C)WATER MONITORING PROGRAM TO TEST THE QUALITY IN MAJOR STREAMS$1,000
CORNISH NH FIRE DEPARTMENT ASSOCIATION
488 TOWNHOUSE ROADCORNISHNH03745NONE501(C)REPLACE FIRE BUNKER GEAR$2,500
EVERYBODY WINS VERMONT
PO BOX 34MONTPELIERVT05601NONE501(C)ADD A READING PROGRAM ONE DAY A WEEK AT THE BLUFF SCHOOL$1,500
FALL MOUNTAIN FOOD SHELF
122 NH RTE 12 ALANGDONNH03602NONE501(C)PURCHASE A WALK IN FREEZER$2,500
FAMILY SUPPORT ADVISORY COUNCIL FOR PATHWAYS OF THE RIVER VALLEY
654 MAIN STCLAREMONTNH03743NONE501(C)PURCHASE AND INSTALL AN ACCESSIBLE SWING AT THREE LOCATIONS$2,000
FRIENDS OF VETERANS
222 HOLIDAY DRIVE SUITE 20WHITE RIVER JCTVT05001NONE501(C)FINANCIAL SUPPOER TO VETERANS FOR A LARGE VARIETY OF PURPOSES; HOUSING, HEATING FUEL, BILLS, SERVICE DOGS TO VETERANS WITH PTSD$2,500
GIRLS INC OF NEW HAMPSHIRE
27 BURKE STNASHUANH03060NONE501(C)FUND OUTREACH PROGRAM FOR GIRLS AGE 6-18 IN CLAREMONT$1,500
GREEN MOUNTAIN CHILDREN'S CENTER
19 CHARLESTOWN ROADCLAREMONTNH03743NONE501(C)HEALTHY FOODS AND ENRICHMENT ACTIVITIES FOR SUMMER CAMP PROGRAMS$500
HOPE FOR NH RECOVERY
122 MARKET ST UNIT LL1AMANCHESTERNH03101NONE501(C)SUPPORT EDUCATION ON OPIOIDS AND ADDICTION$1,000
MEALS & WHEELS OF GREATER SPRINGFIELD
139 MAIN STSPRINGFIELDVT05156NONE501(C)FUNDING FOR BREAKFAST PROGRAM$500
NEW ENGLAND CLASSICAL ACADEMY
18 CENTRAL STCLAREMONTNH03743NONE501(C)PURCHASE SOUND SYSTEM FOR DRAMA PRODUCTIONS, CONCERTS, ETC$1,500
NEW LONDON HOSPITAL ASSOCIATION
273 COUNTY RDNEW LONDONNH03257NONE501(C)FUNDING FOR CONSTRUCTION OF NEW CENTER TO BETTER MEET HEALTH CARE NEEDS IN NEWPORT$5,000
NEWPORT AREA ASSOCIATION OF CHURCHES - FOOD PANTRY
PO BOX 672NEWPORTNH03773NONE501(C)REFINISH SECOND BATHROOM FOR EMPLOYEES USE$1,200
NEW PORT SENIOR CENTER DBA SULLIVAN COUNTY NUTRITION SERVICES
PO BOX 387NEWPORTNH03773NONE501(C)FUNDING FOR THE HOME DELIVERED MEALS-ON-WHEELS PROGRAM TO SENIORS OVER 60 YEARS OF AGE$2,500
OLD FORT NUMBER 4
PO BOX 1336CHARLESTOWNNH03603NONE501(C)REPAIRS TO THE STEVEN HOUSE AT THE FORT - ROOFING AND STRUCTURE REPAIRS$5,000
ONE-4-ALL FAMILY SPACE CLAREMONT SCHOOL DISTRICT
169 MAIN STREETCLAREMONTNH03743NONE501(C)PURCHASE COMMERCIAL SIZE WASHER AND DRYER FOR CLOTHING CLOSET PROJECT$750
PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
784 HERCULES DRIVE STE 110COLCHESTERVT05446NONE501(C)PROVIDE FAMILY PLANNING AND PREVENTATIVE SERVICES AS WELL AS MANY HEALTH SERVICES$1,000
SENIOR SOLUTIONS - COUNCIL ON AGING FOR SOUTHEASTERN VERMONT
38 PLEASANT STREETSPRINGFIELDVT05156NONE501(C)TO SUPPORT THE NEEDS OF SENIORS WHO CHOOSE TO REMAIN IN THEIR HOMES$1,000
SOUTHERN VERMONT AREA HEALTH EDUCATION CENTER
55 CLINTON STREETSPRINGFIELDVT05156NONE501(C)INTERNSHIP HEALTHCARE PROGRAM FOR COLLEGE STUDENTS TO RECEIVE PAYMENT WHILE WORKING/EXPERIENCE IN HEALTH RELATED FIELDS$1,000
SOUTHWESTERN COMMUNITY SERVICES INC
PO BOX 603KEENENH03431NONE501(C)FINANCIAL SUPPORT FOR 3 TRAINING, 3 TIMES PER YEAR - FINANCIAL LITERACY, LIFE SKILLS AND TENANCY 101$1,000
SPECIAL NEEDS SUPPORT CENTER
12 FLYNN STREETLEBANONNH03766NONE501(C)SUPPORT EDUCATIONAL ADVOCACY SERVICES IN CLAREMONT, UNITY AND CORNISH$1,000
SPRINGFIELD FAMILY CENTER
365 SUMMER STREETSPRINGFIELDVT05156NONE501(C)SUMMER LUNCH AT HOME PROGRAM TO 200 CHILDREN IN NEED THROUGHOUT THE COMMUNITY$1,000
SPRINGFIELD HUMANE SOCIETY
401 SKITCHEWAUG TRAILSPRINGFIELDVT05156NONE501(C)FUNDING TO MEET HEALTH AND MEDICAL NEEDS, SPAY/NEUTER, ADOPT OUT DOGS$3,000
SPRINGFIELD WARMING SHELTER
69 MAIN STREETNORTH SPRINGFIELDVT05156NONE501(C)PROVIDE A WARM PLACE FOR PEOPLE TO SLEEP DURING THE COLDEST MONTHS OF THE YEAR$1,500
STEVENS HIGH SCHOOL ALUMNI ASSOCIATION
PO BOX 29CLAREMONTNH03743NONE501(C)FUNDING TO PURCHASE A NEW PRINTER$865
STEVENS HIGH SCHOOL ATHLETICS
175 BROAD STREETCLAREMONTNH03743NONE501(C)REPLACE BACKSTOP AT THE VETERANS PARK FIELD$1,000
STEVENS HIGH SCHOOL LIFE SKILLS PROGRAM
175 BROAD STREETCLAREMONTNH03743NONE501(C)FUNDING FOR SIGNIFICANTLY DISABLED STUDENTS TO ATTEND THERAPEUTIC HORSEBACK RIDING SESSION - 4 SESSIONS FOR 11 STUDENTS$1,500
THE REP - REPERTORY THEATRE COMPANY COH
58 OPERA HOUSE SQUARECLAREMONTNH03743NONE501(C)PRODUCE QUALITY THEATRE WITHIN THE COMMUNITY - FOCUSING ON YOUNG ADULT INVOLVEMENT$1,000
THE SUMMER CAMP INC
8 CHURCH STBRIDGTONME04009NONE501(C)FUNDING FOR SCHOLARSHIPS FOR LOW INCOME AND FOSTER GIRLS RESIDING IN CLAREMONT - 26 SCHOLARSHIPS$1,000
TLC FAMILY RESOURCE CENTER
PO BOX 1098CLAREMONTNH03743NONE501(C)FUNDING FOR HOME VISITS IN THE HEALTHY FAMILIES AMERICAN PROGRAM - PROVIDES PREVENTION SERVICES AND A REUNIFICATION PROGRAM FOR CHILDREN AND THEIR FAMILIES/PARENTS$1,000
TRINITY EPISCOPAL CHURCH
120 BROAD STREETCLAREMONTNH03743NONE501(C)FUNDING FOR THE BACKPACK PROGRAM WHICH PROVIDES A WEEKEND BAG OF FOOD TO CHILDREN IN NEED$3,500
TURNING POINT RECOVERY CENTER OF SPRINGFIELD VT INC
7 MORGAN STREETSPRINGFIELDVT05156NONE501(C)ADDITIONAL HOURS FOR THE RECOVERY COACHES TO WORK WITH CLIENTS IN NEED$1,000
TURNING POINTS NETWORK
11 SCHOOL STREETCLAREMONTNH03743NONE501(C)REPLACE CARPET AT THE SHELTER WITH VINYL FLOORING$750
TWINSTATE MAKERSPACES INC
PO BOX 100LEBANONNH03766NONE501(C)BUILD A MAKERSPACE IN DOWNTOWN CLAREMONT$1,000
UNITED VALLEY INTERFAITH PROJECT
PO BOX 187MERIDENNH03770NONE501(C)FUNDING TO SUPPORT MULTI-MEDIA ART SHOW FEATURING CLAREMONT RESIDENTS$1,000
VALLEY REGIONAL HOSPITAL
243 ELM STREETCLAREMONTNH03743NONE501(C)FUNDING TO ASSIST WIRELESS CELL PHONE COVERAGE UPGRADE$1,500
VOLUNTEERS IN ACTION
PO BOX 707WINDSORVT05089NONE501(C)FUNDING FOR A COMMUNITY BASED SERVICE FOR VOLUNTEERS TO WORK WITH ELDERLY, DISABLED, AND LOW INCOME NEIGHBOR IN ORDER TO HELP MAINTAIN INDEPENDENCE$1,000
WALPOLE VILLAGE SCHOOL
PO BOX 634WALPOLENH03608NONE501(C)FUNDING FOR SCHOLARSHIP PROGRAM TO ATTEND PRESCHOOL, PRE-K AND BEFORE AND AFTER SCHOOL CARE$1,000
WEATHERSFIELD SCHOOL
PO BOX 279PERKINSVILLEVT05151NONE501(C)AFTER SCHOOL PROGRAM SEEKING FUNDING FOR MATERIALS$1,500
WEST CENTRAL BEHAVIORAL HEALTH
9 HANOVER STLEBANONNH03766NONE501(C)FUNDING TO SUPPORT 120 CHILDREN RECEIVING MENTAL HEALTH CARE TO RECEIVE RECREATIONAL AND EDUCATIONAL ACTIVITIES DURING THE SUMMER MONTHS$2,500
WEST WEATHERSFIELD VOLUNTEER FIRE DEPARTMENT
PO BOX 196PERKINSVILLEVT05151NONE501(C)FUNDING TO PURCHASE FRONT LOAD WASHING MACHINES FOR WASHING FIRE GEAR$1,000
TRI-COUNTY COMMUNITY ACTION PROGRAM
30 EXCHANGE STREETBERLINNH03570NONE501(C)FUNDING FOR EMERGENCY HOME HEATING ASSISTANCE$1,500
VITAL COMMUNITIES
195 NORTH MAIN STREETWHITE RIVER JCTVT05001NONE501(C)FUND ECONOMIC DEVELOPMENT SESSIONS FOR THE LEADERSHIP UPPER VALLEY PROGRAM$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,065TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,297ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$6,548ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$16,755ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$16,755TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALTRIA GROUP$44,369$106,888
AT & T$83,678$120,988
CENTURYLINK INC$0$0
HEALTH CARE PROPERTIES$46,989$70,760
FAIRPOINT COMMUNICATIONS$537$0
PAYCHECK INC$18,275$31,238
GENERAL ELECTRIC$79,335$103,884
KINDER MORGAN DELAWARE$92,045$41,671

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREP$750$0$0
WIRE TRANSFER FEES$75$0$0
CHANGE IN COST BASIS$220$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE FEE$75$0$0
ESTIMATED TAX PAYMENTS$1,760$0$0
EXCISE TAX DUE$375$0$0

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