CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-08-29
- IRS object ID
- 201432419349100508
- Schema version
- 2013v3.0
- 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 | 2014-08-29T13:37:05-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 326 | AddressLine1 |
| City | RUTLAND | City |
| State | VT | State |
| ZIP Code | 057020326 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | CLAREMONT | City |
| State | NH | State |
| ZIP Code | 037431600 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOLENE TENNEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6035427711 | PhoneNum |
| Signature | 2014-08-27 | 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 | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $561,954 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,572 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,522 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,295 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,522 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,139 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,139 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $67,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,235 | 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 | $1,565 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,207 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,235 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,900 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,900 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $449,386 | CorporateStockBOYAmt |
| Corporate Stock EOY | $442,037 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $556,054 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $462,299 | TotalAssetsBOYAmt |
| Total Assets EOY | $447,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $561,954 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $462,299 | CapitalStockBOYAmt |
| Capital Stock EOY | $447,937 | 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 | $462,299 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $447,937 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $462,299 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $447,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $462,299 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $447,937 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $447,937 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALTRIA GROUP | P | 2012-01-12 | 2014-05-30 | $59,942 | $41,521 | $18,421 | $18,421 |
| NEXTERA ENERGY | P | 2012-01-11 | 2013-10-08 | $79,353 | $59,252 | $20,101 | $20,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,522 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $85,300 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $627,194 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.136003 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,074,465 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,044,563 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.028626 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $76,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,499,935 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $75,371 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,318,694 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,148 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,343,543 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058166 | DistributionYr5Rt |
| Total Distribution | 1.330953 | TotalDistributionRt |
| Average Distribution | 0.266191 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $588,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $156,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $672 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $157,196 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $78,825 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $271 | 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 | AddressLine1 |
| City | CLAREMONT | City |
| State | NH | State |
| ZIP Code | 03743 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 |
| SHERWOOD MOODY | ||||||||
| 29 RIVERVIEW | NEWPORT | NH | 03773 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JILL M EDSON | ||||||||
| 65 CLARK CAMP ROAD | CORNISH | NH | 03745 | 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 | $579,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $596,967 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $596,967 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $588,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,401 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,401 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,345 | TotalTaxAmt |
| Distributable Before Adj | $28,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,825 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,359 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,574 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,910 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,023,087 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,005 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,103,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,769 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,154,704 | 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 | $12,359 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,142,345 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,574 | ExcessFromYear4Amt |
| Excess From Year3 | $2,910 | ExcessFromYear3Amt |
| Excess From Year2 | $1,023,087 | ExcessFromYear2Amt |
| Excess From Year1 | $55,005 | ExcessFromYear1Amt |
| Excess From Current Year | $50,769 | 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 | AddressLine1 |
| City | CLAREMONT | City |
| State | NH | State |
| ZIP Code | 03743 | ZIPCode |
| 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARROWHEAD RECREATION CLUB | |||||||
| 18 ROBERT EASTER WAY | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE SNOW GROOMER | $1,000 |
| BOY SCOUT TROOP 332 | |||||||
| PO BOX 213 | CORNISH | NH | 03746 | NONE | 501(C) | ENCLOSED TRAILER FOR STORING CAMPING GEAR AND SUPPLIES AND TRANSPORTING TO EVENTS | $2,000 |
| CHARLESTOWN CHILDREN'S FUND | |||||||
| 132 CONNECTICUT HEIGHTS ROAD | CHARLESTOWN | NH | 03603 | NONE | 501(C) | SUPPORT CHILDREN IN NEED IN CHARLESTOWN | $500 |
| CHARLESTOWN SENIOR CITIZENS CLUB | |||||||
| PO BOX 1333 | CHARLESTOWN | NH | 03603 | NONE | 501(C) | PURCHASE A NEW COMPUTER AND SOFTWARE | $800 |
| CLAREMONT CYCLE DEPOT BIKE CLUB | |||||||
| 10 SECOND STREET | NEWPORT | NH | 03773 | NONE | 501(C) | ERECT SIGNAGE ON STANDARD ROADWAY LAWS AND SAFETY FOR MOTORIST AND BICYCLE RIDERS | $500 |
| CLAREMONT JAGUARS 4-H CLUB OF SULLIVAN COUNTY | |||||||
| 405 WEST UNITY ROAD | UNITY | NH | 03743 | NONE | 501(C) | 4,000 TO BABY STEPS, 2,000 WELLNESS FUND, 2,000 PROVIDE LAUNDERED CLOTHING AND OTHER BABY STEPS ITEMS | $3,500 |
| CLAREMONT OPERA HOUSE INC | |||||||
| 58 OPERA HOUSE SQUARE | CLAREMONT | NH | 03743 | NONE | 501(C) | PROJECTOR AND SCREEN | $5,000 |
| CLAREMONT SENIOR CENTER | |||||||
| 5 ACER HEIGHTS ROAD | CLAREMONT | NH | 03743 | NONE | 501(C) | 200 DINING ROOM CHAIRS | $3,000 |
| CLAREMONT SOUP KITCHEN INC | |||||||
| PO BOX 957 | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE FOOD AND HYGIENE PRODUCTS | $2,500 |
| CLAREMONT YOUTH BASEBALL AND SOFTBALL ASSOCIATION | |||||||
| PO BOX 212 | CLAREMONT | NH | 03743 | NONE | 501(C) | FITTED, WEIGHTED TARPS TO COVER BASEBALL FIELD | $2,000 |
| CONNECTICUT RIVER WATERSHED COUNCIL (CRWC) | |||||||
| 15 BANK ROW | GREENFIELD | MA | 01301 | NONE | 501(C) | CLEANUP OF RIVERS, STREAMS AND BANKS | $2,000 |
| EVERYBODY WINS - VERMONT | |||||||
| PO BOX 34 | MONTPELIER | VT | 05651 | NONE | 501(C) | SUPPORT CHILDREN'S LITERACY AND MENTORING PROGRAM | $3,000 |
| FAMILY SCHOOL CONNECTIONS CHILD CARE RESOURCE AND REFERRAL | |||||||
| 96 MAIN STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | ASSIST FAMILIES TO REMAIN WORKING, KEEP THEIR CHILDREN IN GOOD QUALITY CHILDCARE BY ASSISTING WITH CHILDCARE EXPENSES | $1,000 |
| FAMILY SERVICE PROGRAM - COMMUNITY ALLIANCE OF HUMAN SERVICES | |||||||
| PO BOX 188 | NEWPORT | NH | 03773 | NONE | 501(C) | PURCHASE TEACHING AIDS, VIDEOS, INTERACTIVE ACTIVITIES TO SUPPORT TEEN ALCOHOL AWARENESS, TOBACCO OPTIONS, RESPONSIBLE DECISIONS PROGRAM | $750 |
| FRIENDS OF VETERANS | |||||||
| 222 HOLIDAY DRIVE | WHITE RIVER JUNCTION | VT | 05001 | NONE | 501(C) | CLAREMONT ARE CASELOAD - ASSIST WITH HOUSEHOLD EXPENSES OR EMERGENCY FUNDS TO KEEP VETERANS FROM BEING HOMELESS | $2,000 |
| HEART OF CLAREMONT ASSOCIATION INC | |||||||
| PO BOX 51 | CLAREMONT | NH | 03743 | NONE | 501(C) | PLANT ANNUAL FLOWERS IN THE OPERA HOUSE SQUARE FOR THE 250TH CELEBRATION | $1,400 |
| HIS HELPING HANDS OF CLAREMONT INC | |||||||
| 106 MAIN STREET | CHARLESTOWN | NH | 03743 | NONE | 501(C) | EMERGENCY FOOD PANTRY, SERVES BREAKFAST, LUNCH AND DRINKS, SEMINARS, HYGIENE PRODUCTS, ETC | $5,000 |
| HIVHCV RESOURCE CENTER | |||||||
| 2 BLACKSMITH STREET | LEBANON | NH | 03766 | NONE | 501(C) | TRANSPORTATION TO DHMC FROM CLAREMONT UNITY NEWPORT CHARLESTOWN AND TO ASSIST WITH CONNECTING CLIENTS WITH DRUG TREATMENT AND HIV HCV TESTING | $1,000 |
| LEBANON COLLEGE | |||||||
| 15 HANOVER STREET | LEBANON | NH | 03766 | NONE | 501(C) | ACQUISITION OF SONOGRAPHY/ULTRASOUND EQUIPMENT | $2,000 |
| MEETING WATERS YMCA | |||||||
| 66 ATKINSON STREET | BELLOWS FALLS | VT | 05101 | NONE | 501(C) | REPLACE SPORTS SHED | $2,500 |
| NEWPORT AREA ASSOCIATION OF CHURCHES FOOD PANTRY | |||||||
| PO BOX 672 | NEWPORT | NH | 03773 | NONE | 501(C) | ADULT LEARNING CENTER | $2,500 |
| NEWPORT MONTESSORI SCHOOL | |||||||
| 96 PINE STREET | NEWPORT | NH | 03773 | NONE | 501(C) | PURCHASE ADDITIONAL TECHNOLOGY | $1,500 |
| PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND | |||||||
| 136 PLEASANT STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | REPRODUCTIVE HEALTH CARE SERVICES TO UNINSURED AND LOW INCOME | $2,000 |
| PRINCE OF PEACE EVANGELICAL LUTHERAN CHURCH | |||||||
| PO BOX 1334 | CLAREMONT | NH | 03743 | NONE | 501(C) | BACKPACK PROGRAM - MEALS FOR NEEDY CHILDREN - DISTRIBUTED AT SCHOOL | $1,250 |
| SPECIAL NEEDS SUPPORT CENTER | |||||||
| 12 FLYNN STREET | LEBANON | NH | 03766 | NONE | 501(C) | ASSIST FAMILIES WITH SPECIAL NEEDS WITH ADVOCACY AND SUPPORT | $1,000 |
| STEVENS HIGH SCHOOL | |||||||
| 175 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | NEW FITNESS CENTER EQUIPMENT | $1,500 |
| THE SUMMER CAMP INC | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | 501(C) | 33 SCHOLARSHIPS FOR LOW INCOME OR FOSTER GIRLS RESIDING IN CLAREMONT TO ATTEND CAMP | $2,000 |
| TRANSPORTATION SERVICES - COMMUNITY ALLIANCE OF HUMAN SERVICES | |||||||
| PO BOX 188 | NEWPORT | NH | 03773 | NONE | 501(C) | TRANSPORTATION SERVICES (MEDICAL, WORK, SHOPPING) | $2,500 |
| TRINITY EPISCOPAL CHURCH | |||||||
| PO BOX 172 | CLAREMONT | NH | 03743 | NONE | 501(C) | BREAKFAST AND BACKPACK (WEEKEND) FEEDING HUNGRY CHILDREN PROGRAM | $2,500 |
| TRUSTING HANDS - COMMUNITY ALLIANCE OF HUMAN SERVICES | |||||||
| PO BOX 188 | NEWPORT | NH | 03773 | NONE | 501(C) | HELP PROMOTE THE HEALTH, SAFETY AND INDEPENDENCE OF SENIORS IN THE COMMUNITY | $1,500 |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | SECURITY SYSTEM, BABY GATES, PROJECTOR, ETC | $2,350 |
| TWIN VALLEY YOUTH HOCKEY | |||||||
| PO BOX 184 | MERIDEN | NH | 03770 | NONE | 501(C) | SUPPORT GIRLS HOCKEY AND MENTORING PROGRAM | $2,000 |
| UNION CHURCHWEST CLAREMONT CENTER FOR MUSIC AND THE ARTS | |||||||
| PO BOX 902 | CLAREMONT | NH | 03743 | NONE | 501(C) | ASSIST WITH THE PURCHASE OF A BABY GRAND PIANO | $2,000 |
| UPPER VALLEY BUSINESS AND EDUCATION PARTNERSHIP | |||||||
| PO BOX 350 | HANOVER | NH | 03755 | NONE | 501(C) | FINANCIAL ASSISTANCE TO PROVIDE 10 OR MORE FINANCIAL LITERACY PROGRAMS IN CLAREMONT AND UNITY | $1,500 |
| VITAL COMMUNICATION | |||||||
| 195 N MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | NONE | 501(C) | PAYMENT OF TWO FULL SCHOLARSHIPS TO LEADERSHIP UPPER VALLEY PROGRAM | $1,275 |
| VOLUNTEERS IN ACTION | |||||||
| PO BOX 707 | WINDSOR | VT | 05089 | NONE | 501(C) | RIDES TO MEDICAL APTS, MEALS ON WHEELS, LIFELINE, ETC | $1,000 |
| WALPOLE VILLAGE SCHOOL | |||||||
| PO BOX 63 | WALPOLE | NH | 03608 | NONE | 501(C) | MONIES TO PROVIDE PROFESSIONAL DEVELOPMENT KITS FOR TEACHERS AND FUNDS TO PAY FOR FURTHERING TEACHER EDUCATION - 4 TEACHERS | $2,500 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER STREET SUITE 2 | LEBANON | NH | 03766 | NONE | 501(C) | PUBLIC EDUCATION PROGRAM - MENTAL HEALTH FIRST AID | $4,000 |
| WEST WEATHERSFIELD VOLUNTEER FIRE DEPARTMENT | |||||||
| PO BOX 196 | PERKINSVILLE | VT | 05151 | NONE | 501(C) | PURCHASE REPEATER SYSTEM AND FCC LICENSE - COMMUNICATIONS SYSTEM | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,825 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,572 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,522 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,235 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,235 | 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 | $65,007 |
| AT & T | $83,678 | $99,008 |
| CENTURYLINK INC | $72,399 | $72,400 |
| KINDER MORGAN | $56,455 | $82,210 |
| NEXTERA ENERGY | $0 | $0 |
| HEALTH CARE PROPERTIES | $47,392 | $82,760 |
| FAIRPOINT COMMUNICATIONS | $537 | $0 |
| PAYCHECK INC | $43,511 | $51,950 |
| CLOROX | $14,361 | $15,995 |
| GENERAL ELECTRIC | $79,335 | $86,724 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $1,192 | $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 | $5,139 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,139 | 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 | $1,080 | $0 | $0 |
| EXCISE TAX DUE | $410 | $0 | $0 |
Comments