CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-10-02
- IRS object ID
- 201532759349100108
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-02T15:08:05-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2015-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORMAN J LADABOUCHE CPA | PreparerPersonNm |
| PTIN | P01255942 | PTIN |
| Phone | 8027732721 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $514,324 | 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 | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,934 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,607 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,607 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $86,742 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $86,742 | 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 | $1,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $790 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,496 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,030 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,526 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $85,030 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,900 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,436 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,436 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $442,037 | CorporateStockBOYAmt |
| Corporate Stock EOY | $438,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $505,888 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $447,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,153 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $514,324 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $447,937 | CapitalStockBOYAmt |
| Capital Stock EOY | $447,153 | 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 | $447,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,153 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $447,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,153 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $447,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $447,153 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $447,153 | 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 |
|---|---|---|---|---|---|---|---|
| 175 SHS CLOROX | P | 2013-10-05 | 2015-03-26 | $19,212 | $14,361 | $4,851 | $4,851 |
| 1000 SHS KINDER MORGAN ENERGY PARTNERS | P | 2007-05-14 | 2014-12-02 | $101,602 | $56,455 | $45,147 | $45,147 |
| 700 SHS PAYCHEX INC | P | 2013-04-10 | 2015-03-26 | $34,302 | $24,366 | $9,936 | $9,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,825 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $588,012 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134053 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $85,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $627,194 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.136003 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,074,465 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,044,563 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.028626 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,499,935 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051002 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,371 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,318,694 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057156 | DistributionYr5Rt |
| Total Distribution | 1.406840 | TotalDistributionRt |
| Average Distribution | 0.281368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $591,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $166,431 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $867 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $167,298 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $85,030 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $375 | TaxDueAmt |
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 |
|---|---|---|---|---|---|---|---|---|
| WAYNE C MCCUTCHEON | ||||||||
| 492 WASHINGTON ST | CLAREMONT | NH | 03743 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| THOMAS P CONNAIR | ||||||||
| PO BOX 829 | CLAREMONT | NH | 03743 | 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 |
| JACQUELINE GUILLETTE | ||||||||
| 56 RIDGE AVENUE | CLAREMONT | NH | 03743 | 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 | $567,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $600,515 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $600,515 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $591,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,735 | TotalTaxAmt |
| Distributable Before Adj | $27,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $27,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $27,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $85,030 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $85,030 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $85,030 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,574 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,910 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,023,087 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,005 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,769 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,142,345 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $85,030 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,190 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,199,535 | 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 | $10,574 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,188,961 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,910 | ExcessFromYear4Amt |
| Excess From Year3 | $1,023,087 | ExcessFromYear3Amt |
| Excess From Year2 | $55,005 | ExcessFromYear2Amt |
| Excess From Year1 | $50,769 | ExcessFromYear1Amt |
| Excess From Current Year | $57,190 | 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 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 AND NOT DICRIMINATE BASED ON FEDERAL CRITERIA. PRIORITY TO THE CLAREMONT, CHARLESTOWN, AND CORNISH NH AREA WITH SECONDARY CONSIDERATION TO SURROUNDING COMMUNITIES. SIZE OF GRANTS GENERALLY RANGE FROM $1,000 TO $5,000. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AIDRON DUCKWORTH ART MUSEUM ART PRESERVATION TRUST | |||||||
| PO BOX 61 | MERIDEN | NH | 03770 | NONE | 501(C) | REPAINT AND REPAIR ETC. THE HISTORIC MERIDEN SCHOOLHOUSE WHICH HOUSES THE MUSEUM | $500 |
| ARROWHEAD RECREATION CLUB | |||||||
| 18 ROBERT EASTER WAY | CLAREMONT | NH | 03743 | NONE | 501(C) | BUILD TWO SHELTERS FOR THE TUBE LIFT | $2,000 |
| CHARLESTOWN PRIMARY SCHOOL | |||||||
| 84 EAST STREET | CHARLESTOWN | NH | 03603 | NONE | 501(C) | PURCHASE A NEW PLAYGROUND STRUCTURE | $2,000 |
| CHARLESTOWN SENIOR CENTER | |||||||
| PO BOX 1333 | CHARLESTOWN | NH | 03603 | NONE | 501(C) | PURCHASE UPRIGHT FREEZER | $1,000 |
| CLAREMONT JAGUARS 4-H CLUB OF SULLIVAN COUNTY | |||||||
| 405 W UNITY ROAD | CLAREMONT | NH | 03603 | NONE | 501(C) | SUPPORT WELLNESS PROJECT | $3,000 |
| CLAREMONT MIDDLE SCHOOL CHORUS | |||||||
| 107 SOUTH STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE CHORAL RISERS | $3,000 |
| CLAREMONT OPERA HOUSE INC | |||||||
| PO BOX 664 | CLAREMONT | NH | 03743 | NONE | 501(C) | RECONDITION AND REUPHOLSTERING THE SEATS AT THE OPERA HOUSE (30 SEATS) | $1,000 |
| CLAREMONT PARKS AND RECREATION DEPARTMENT | |||||||
| 152 SOUTH STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE AND INSTALL TRAIL SIGNAGE AT MOODY PARK | $2,500 |
| CLAREMONT SCHOOL DISTRICT SPEECH AND LANGUAGE DEPT | |||||||
| 210 MAPLE AVE | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE ASSISTIVE TECHNOLOGY AND APPLICATIONS FOR NON-VERBAL STUDENTS TO USE FOR COMMUNICATIONS | $2,000 |
| CLAREMONT SENIOR CENTER INC | |||||||
| 5 ACER HEIGHTS ROAD | CLAREMONT | NH | 03743 | NONE | 501(C) | 2 - 60" WIDE 10 BURNER - OVENS/GAS STOVES | $3,800 |
| CLAREMONT SOUP KITCHEN INC | |||||||
| PO BOX 957 | CLAREMONT | NH | 03743 | NONE | 501(C) | SUPPORT FOOD PANTRY | $5,000 |
| CLAREMONT YOUTH BASEBALL AND SOFTBALL ASSOCIATION | |||||||
| PO BOX 212 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE 2 CORDLESS PITCHING MACHINES | $1,600 |
| COMMUNITY ALLIANCE OF HUMAN SERVICES - FAMILY SERVICES | |||||||
| PO BOX 188 | NEWPORT | NH | 03773 | NONE | 501(C) | PROVIDE 100% FEE WAIVER FOR UP TO 90 PARTICIPANTS IN EDUCATIONAL INTERVENTION AND PREVENTION CLASSES | $2,000 |
| DANIEL WEBSTER COUNCIL BOY SCOUT OF AMERICA | |||||||
| 571 HOLT AVENUE | MANCHESTER | NH | 03109 | NONE | 501(C) | LITERACY FOR YOUTH OF THE UPPER VALLEY | $1,000 |
| DAYSPRING PREGNANCY CARE CENTER INC | |||||||
| 1 MAIN STREET | WEST LEBANON | NH | 03784 | NONE | 501(C) | PURCHASE 10 THINKPAD LAPTOPS WITH WINDOWS 8 | $2,000 |
| FRIENDS OF THE FISKE FREE LIBRARY | |||||||
| 108 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE A DIGITAL MICROFILM SCANNER TO REPLACE THE EXISTING ANALOG SCANNER WHICH IS NO LONGER WORKING | $1,000 |
| FRIENDS OF VETERANS INC | |||||||
| 222 HOLIDAY DRIVE | WHITE RIVER | VT | 05001 | NONE | 501(C) | ASSIST FRIENDS OF VETERANS WITH EXPENSES RELATED TO CASEWORK FOR VETERANS AT RISK OF BEING HOMELESS | $2,000 |
| GALLERY AT THE VAULT | |||||||
| 68 MAIN STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | PURCHASE A POINT OF SALE SYSTEM - SOFTWARE, HARDWARE AND COMPUTER SYSTEM | $700 |
| GIRL SCOUT TROOP 30261 | |||||||
| 485 CHESTNUT STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | BUDDY BENCH PROJECT | $1,000 |
| GOOD BEGINNINGS OF SULLIVAN COUNTY | |||||||
| PO BOX 1098 | CLAREMONT | NH | 03743 | NONE | 501(C) | MONEY TO OFFSET THE COST OF 100 HOME VISITS IN THE HEALTHY FAMILIES AMERICA PROGRAM | $2,500 |
| GREATER SPRINGFIELD VT AREA HABITAT FOR HUMANITY | |||||||
| PO BOX 143 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | BUILDING A HOME FOR LOW INCOME FAMILY AND A NO INTEREST MORTGAGE LOAN | $2,500 |
| GREEN MOUNTAIN CHILDREN'S CENTER | |||||||
| 90 CHARLESTOWN ROAD | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE A CASCADING SAND AND WATER TABLE TO ENHANCE LEARNING OPPORTUNITIES | $2,000 |
| HIVHCV RESOURCE CENTER | |||||||
| 2 BLACKSMITH STREET | LEBANON | NH | 03766 | NONE | 501(C) | PAY FOR FOUR MONTHS OF COUNSELING AND MEDICATION-ASSISTED FEE FOR 8 OPIOID DEPENDENT CLIENTS | $1,000 |
| INTERNATIONAL ORDER OF THE RAINBOW FOR GIRLS | |||||||
| 2712 BROOK ROAD | WINDSOR | VT | 05089 | NONE | 501(C) | CO-HOSTING INTERNATIONAL CONVENTION | $500 |
| MEALS & WHEELS OF GREATER SPRINGFIELD INC | |||||||
| 139 MAIN STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | MEET THE NUTRITIONAL NEEDS OF SENIORS IN THE SPRINGFIELD AREA | $500 |
| MORE THAN WHEELS | |||||||
| 15 EAGLE COURT | KEENE | NH | 03431 | NONE | 501(C) | ASSIST IN BUILDING FANANCIAL CAPABILITIES AND PROVIDE TRANSPORTION | $1,500 |
| MUCKROSS ENVIRONMENTAL EDUCATION AND OUTDOOR RECREATION DAY CARE | |||||||
| 100 MINERAL STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | CAMP FEE FOR 15 STUDENTS TO ATTEND CAMP AND FREE FOR ALL 7TH AND 8TH GRADERS | $2,250 |
| NEWPORT ARE ASSOC OF CHURCHES - FOOD PANTRY | |||||||
| PO BOX 672 | NEWPORT | NH | 03773 | NONE | 501(C) | PURCHASE A STAINLESS STEEL TABLE TO SORT PRODUCE | $695 |
| PROJECT RED AND BLUE | |||||||
| 58 OPERA HOUSE SQUARE | CLAREMONT | NH | 03743 | NONE | 501(C) | SUPPORT SUMMER LEADERSHIP PROGRAM FOR STUDENTS FROM THE CLAREMONT MIDDLE SCHOOL | $2,000 |
| REPERTORY THEATRE COMPANY | |||||||
| 58 OPERA HOUSE SQUARE | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE LICENSING RIGHTS IN ORDER TO PRODUCE A PRODUCTION | $685 |
| RICHARDS SCHOOL PTO | |||||||
| 21 SCHOOL STREET | NEWPORT | NH | 03773 | NONE | 501(C) | PROJECT RABBIT - READING PROJECT WHERE STUDENTS RECEIVE ONE BOOK PER WEEK FOR THREE WEEKS | $2,500 |
| RIVER VALLEY COMMUNITY COLLEGE | |||||||
| 1 COLLEGE PLACE | CLAREMONT | NH | 03743 | NONE | 501(C) | IPAD LENDING LIBRARY FOR ENROLLED VETERANS | $1,500 |
| SECOND GROWTH INC | |||||||
| 205 BILLINGS FARM ROAD | WHITE RIVER | VT | 05001 | NONE | 501(C) | SUPPORT COACHING FOR CAPTAINS PROGRAM BY INJURY PREVENTION, IMPROVING PHYSICAL AND PSYCHOLOGICAL | $1,500 |
| SOUTHWESTERN COMMUNITY SERVICES HEAD START | |||||||
| 63 COMMUNITY WAY | KEENE | NH | 03431 | NONE | 501(C) | LAUNCH NEW LITERACY INITIATIVE | $2,000 |
| SPECIAL NEEDS SUPPORT CENTER | |||||||
| 12 FLYNN STREET | LEBANON | NH | 03766 | NONE | 501(C) | EDUCATIONAL ADVOCACY TO PARENTS | $1,000 |
| SPRINGFIELD ART AND HISTORICAL SOCIETY INC | |||||||
| PO BOX 313 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | OFFER A SERIES OF 8-10 PRESENTATIONS TO PROMOTE AND INTEREST AND BETTER UNDERSTANDING OF THE TOWN'S HISTORY | $500 |
| SPRINGFIELD COMMUNITY CHORUS | |||||||
| PO BOX 231 | SPRINGFIELD | VT | 05156 | NONE | 501(C) | PRESENT A PERFORMANCE OF HAYDN'S CREATION | $500 |
| STEVENS HIGH SCHOOL | |||||||
| 175 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | OUTFIT AN EXERCISE ROOM WITH RESISTANCE TRAINING EQUIPMENT | $1,500 |
| SULLIVAN COUNTY HUMANE SOCIETY | |||||||
| PO BOX 111 | CLAREMONT | NH | 03743 | NONE | 501(C) | TO PERFORM LOW COST/FREE SPAYING AND NEUTERING OF CATS | $2,000 |
| THE GOOD NEIGHBOR HEALTH CLINICS INC | |||||||
| 70 N MAIN STREET | WHITE RIVER | VT | 05001 | NONE | 501(C) | SUPPORT MILEAGE AND HOURLY WAGE OF STAFF PERSON TRAVELING TO CLAREMONT MONTHLY | $1,300 |
| THE SUMMER CAMP INC | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | 501(C) | PAY MEMBERSHIP FOR 30 GIRLS FROM CLAREMONT TO ATTEND CAMP | $2,000 |
| TRINITY EPISCOPAL CHURCH | |||||||
| 120 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | SUPPORT BREAKFAST/BACKPACK/AFTER SCHOOL PROGRAMS | $3,000 |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE ELECTRIC RANGE AND DOUBLE OVEN FOR EMERGENCY SHELTER HOME, AND ADDITIONAL RESOURCES | $2,500 |
| TWIN VALLEY YOUTH HOCKEY | |||||||
| PO BOX 184 | MERIDEN | NH | 03770 | NONE | 501(C) | SUPPORT HOCKEY MENTORING PROGRAM | $1,000 |
| TWINSTATE MAKERSPACES INC | |||||||
| PO BOX 100 | LEBANON | NH | 03766 | NONE | 501(C) | SUPPORT FACILITY THAT PROMOTES CREATIVITY, INNOVATION, AND ENTREPRENEURSHIP IN THE ARTS AND STEM FIELDS | $2,500 |
| UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP | |||||||
| PO BOX 350 | HANOVER | NH | 03755 | NONE | 501(C) | HELP PROVIDE JUNIOR ACHIEVEMENT FINANCIAL LITERACY PROGRAMS TO TEN OR MORE CLASSROOMS | $1,500 |
| VOLUNTEERS IN ACTION | |||||||
| PO BOX 707 | WINDSOR | VT | 05089 | NONE | 501(C) | SUPPORT PROGRAM TO ASSIST THE ELDERLY AND DISABLED | $1,000 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER STREET | LEBANON | NH | 03766 | NONE | 501(C) | SUPPORT FOR COMMUNITY MENTAL HEALTH SERVICES | $1,000 |
| WEST CLAREMONT CENTER FOR MUSIC AND THE ARTS | |||||||
| PO BOX 902 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE 5 NEW INSTRUMENTS | $1,000 |
| WEST WEATHERSFIELD VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 196 | PERKINSVILLE | VT | 05151 | NONE | 501(C) | PURCHASE FIRE PUMP FOR BRUSH TRUCK | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,030 | 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 | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,194 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $86,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,742 | 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 (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP | $44,369 | $75,811 |
| AT & T | $83,678 | $99,456 |
| CENTURYLINK INC | $72,399 | $58,760 |
| KINDER MORGAN | $0 | $0 |
| HEALTH CARE PROPERTIES | $47,209 | $72,940 |
| FAIRPOINT COMMUNICATIONS | $537 | $0 |
| PAYCHECK INC | $19,145 | $25,784 |
| CLOROX | $0 | $0 |
| GENERAL ELECTRIC | $79,335 | $87,681 |
| KINDER MORGAN DELAWARE | $92,045 | $85,456 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREP | $775 | $0 | $0 |
| WIRE TRANSFER FEES | $15 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL INCOME | Desc |
| Revenue And Expenses Per Books | $2,607 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,607 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,607 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FEE | $75 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $1,360 | $0 | $0 |
| EXCISE TAX DUE | $271 | $0 | $0 |
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