CLAREMONT SAVINGS BANK FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CLAREMONT SAVINGS BANK FOUNDATION (EIN 33-1014741)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-15
- IRS object ID
- 201202919349100000
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-15T07:13:50-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030210880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A M PEISCH & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331014741 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT SAVINGS BANK FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 6035427711 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHERWOOD MOODY | Name |
| Title | TRUSTEE | Title |
| Phone | 6035427711 | Phone |
| Date Signed | 2012-09-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORMAN J LADABOUCHE CPA | Name |
| PTIN | P01255942 | PTIN |
| Phone | 8027732721 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 601903 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 746 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 746 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 41790 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41790 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -83791 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1308767 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -41255 | TotalRevenueAndExpenses |
| Total Net Investment Income | 42536 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 685 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2520 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3220 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1074890 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1074890 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1078110 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1074890 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1119365 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42536 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 61145 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2165 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2165 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1551155 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 490770 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 599738 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1612300 | TotalAssetsBOY |
| Total Assets EOY | 492935 | TotalAssetsEOY |
| Total Assets EOYFMV | 601903 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1612300 | CapitalStockBOY |
| Capital Stock EOY | 492935 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1612300 | TotalNetAssetsBOY |
| Total Net Assets EOY | 492935 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1612300 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 492935 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1612300 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1119365 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 492935 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 492935 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| AMEREN | P | 2009-06-15 | 2011-10-19 | 30528 | 51925 | -21397 | -21397 |
| ARES | P | 2010-04-05 | 2012-01-04 | 20211 | 119020 | -98809 | -98809 |
| AT&T | P | 2009-06-15 | 2011-10-19 | 87166 | 90321 | -3155 | -3155 |
| BANK OF AMERICA | P | 2007-12-31 | 2011-10-19 | 30829 | 233350 | -202521 | -202521 |
| CONSOLIDATED EDISON | P | 2007-12-31 | 2011-10-19 | 172187 | 93213 | 78974 | 78974 |
| DUKE ENERGY | P | 2007-12-31 | 2011-10-19 | 79347 | 82060 | -2713 | -2713 |
| EXXON MOBILE | P | 2008-04-01 | 2011-10-19 | 272110 | 177455 | 94655 | 94655 |
| FRONTIER COMMUNICATIONS | P | 2010-07-02 | 2011-10-19 | 7076 | 8236 | -1160 | -1160 |
| KINDER MORGAN | P | 2009-06-15 | 2012-01-04 | 83806 | 56455 | 27351 | 27351 |
| NICOR | P | 2009-06-15 | 2011-10-19 | 55331 | 37205 | 18126 | 18126 |
| PITNEY BOWES | P | 2010-08-11 | 2011-10-19 | 60859 | 61574 | -715 | -715 |
| ROYAL DUTCH | P | 2008-06-25 | 2012-01-04 | 72989 | 79350 | -6361 | -6361 |
| VERIZON | P | 2007-12-31 | 2011-10-19 | 186228 | 206846 | -20618 | -20618 |
| WILLIAMS PARTNERS | P | 2009-06-15 | 2012-01-04 | 123033 | 71833 | 51200 | 51200 |
| NEXTERA ENERGY | P | 2012-01-11 | 2012-06-26 | 27067 | 23715 | 3352 | 3352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -83791 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 76500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1499935 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051002 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 75371 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1318694 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057156 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 78148 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1343543 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058166 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 88677 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1726654 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.051358 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 69117 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1546885 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.044681 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.262363 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052473 | AverageDistributionRatio |
| Net Noncharitable Assets | 1044563 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54811 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 425 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55236 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1074890 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 425 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 425 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 425 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1080 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1080 | TotalCreditsAndPayments |
| Overpayment | 655 | Overpayment |
| Amount Credited To Next Year | 655 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NH | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LYNN SMITH | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6035427711 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| THOMAS CONNAIR | ||||||||
| 17 CINDY AVENUE | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 843909 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 216561 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1060470 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1060470 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15907 | CashDeemedCharitable |
| Net Noncharitable Assets | 1044563 | NetNoncharitableAssets |
| Minimum Investment Return | 52228 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52228 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 425 | TaxBasedOnInvestmentIncome |
| Total Tax | 425 | TotalTax |
| Distributable Amount Before Adj | 51803 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 51803 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 51803 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1074890 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1074890 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 425 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1074465 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51803 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 2915 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 12359 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10574 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2910 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 28758 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1074890 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 51803 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1023087 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1051845 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1051845 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 2915 | ExcessFromYear4 |
| Excess From Year3 | 12359 | ExcessFromYear3 |
| Excess From Year2 | 10574 | ExcessFromYear2 |
| Excess From Year1 | 2910 | ExcessFromYear1 |
| Excess From Current Year | 1023087 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | LYNN SMITH | RecipientName |
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 Number | 6035427711 | RecipientPhoneNumber |
| Form And Info And Materials | SEE ATTACHED APPLICATION FORM.. | FormAndInfoAndMaterials |
| Submission Deadlines | SEE ATTACHED FOUNDATION GUIDELINES | SubmissionDeadlines |
| Restrictions On Awards | SEE ATTACHED FOUNDATION GUIDELINES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| STEVENS HIGH SCHOOL SCHOLARS LUNCH | |||||||
| 175 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | 6TH ANNUAL NH STATE SCHOLARS LUNCHEON | $300 |
| ROAD TO INDEPENDENCE | |||||||
| 596 BRADFORD ROAD | NEWPORT | NH | 03773 | NONE | 501(C) | PURCHASE 2 GREENHOUSES TO INCREASE SKILL AND VOCATIONAL TRAINING | $500 |
| CLAREMONT JAGUARS 4-H OF SULLIVAN COUNTY | |||||||
| 8 BLOCK AVE | CLAREMONT | NH | 03743 | NONE | 501(C) | SUPPORT EXPANSION OF BABY STEPS PROGRAM, BABY CLOTHING, ETC | $500 |
| SHINING SUCCESS | |||||||
| 1176 RIVER ROAD | CHARLESTOWN | NH | 03603 | NONE | 501(C) | YEARLY PROM DRESS GIVE-A-AWAY, SHOES AND ACCESSORIES | $750 |
| FALL MT FRIENDLY MEALS | |||||||
| PO BOX 191 | ALSTEAD | NH | 03602 | NONE | 501(C) | 25 CU FT CHEST FREEZER | $830 |
| PHILIP READ MEMORIAL LIBRARY | |||||||
| 1088 RT 12A | PLAINFIELD | NH | 03781 | NONE | 501(C) | ADULT AND CHILDRENS PROGRAMMING FOR LIBRARY | $850 |
| THE BRIDGE ON CORNISH & RECREATION | |||||||
| TOWN HOUSE ROAD | CORNISH | NH | 03746 | NONE | 501(C) | REBUILDING OF BRIDGE | $1,000 |
| HISTORIC HOMES OF RUNNEMEDE | |||||||
| 40 MAXWELL PERKINS LANCE | WINDSOR | VT | 05089 | NONE | 501(C) | SECURITY CAMERAS, SAFE FOR MEDICATIONS, ELECTRONIC KEY PAD LOCKS | $1,000 |
| GREEN MOUTAIN CHILDREN'S CENTER | |||||||
| 90 CHARLESTOWN ROAD | CLAREMONT | NH | 03743 | NONE | 501(C) | EXPAND PLAYGROUND DUE TO INCREASE OF STUDENTS | $1,000 |
| NH ASSOCIATION OF THE BLIND | |||||||
| 25 WALKER STREET | CONCORD | NH | 03301 | NONE | 501(C) | VISION REHABILITATION SERVICES TO THOSE IN NEED | $1,000 |
| WINDSOR EARLY CHILDHOOD EDUCATION CENTER | |||||||
| 4 DUNHAM AVENUE | WINDSOR | VT | 05089 | NONE | 501(C) | PURCHASE EQUIPMENT TO SATISFY HEALTH AND SAFETY STANDARDS | $1,000 |
| NEWPORT FOOD PANTRY | |||||||
| PO BOX 672 | NEWPORT | NH | 03773 | NONE | 501(C) | OFFSET EXPENSES OF PROVIDING FOOD TO THE NEEDY | $1,000 |
| LIBRARY ARTS CENTER | |||||||
| 58 N MAIN STREET | NEWPORT | NH | 03773 | NONE | 501(C) | SUMMER ARTS ENRICHMENT PROGRAM FOR CHILDREN | $1,000 |
| WEST CLAREMONT CENTER FOR MUSIC | |||||||
| PO BOX 902 | CLAREMONT | NH | 03743 | NONE | 501(C) | SUPPORT MUSIC PERFORMANCE, ARTS AND YOUTH ARTS ENRICHMENT INITIATIVE | $1,000 |
| FRIENDS OF THE FISKE FREE LIBRARY | |||||||
| 108 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | EARLY LITERACY STATION TO THE CHILDRENS ROOM | $1,000 |
| WEST WEATHERSFIELD VOL FIRE DEPT | |||||||
| PO BOX 196 | PERKINSVILLE | VT | 05151 | NONE | 501(C) | PURCHASE AN ALUMINUM FLAT BODY FOR '06 FORD TRUCK | $1,000 |
| STEVENS HIGH SCHOOL AMERICORPS | |||||||
| 175 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | MONIES NEED TO BE PROVIDED TO AMERICORPS | $1,500 |
| CHARLESTOWN SENIOR CITIZENS CLUB | |||||||
| PO BOX 1333 | CHARE | NH | 03603 | NONE | 501(C) | FOLD-UP CHAIRS AND TWO NEW COMMERCIAL COFFEE POTS | $1,600 |
| CORNISH ELEMENTARY SCHOOL | |||||||
| 274 TOWN HOUSE ROAD | CORNISH | NH | 03745 | NONE | 501(C) | PURCHASE 10 NEW MINDSTORMS ROBOT KITS FOR AFTER SCHOOL PROGRAM | $1,960 |
| CLAREMONT SOUP KITHCEN | |||||||
| PO BOX 957 | CLAREMONT | NH | 03743 | NONE | 501(C) | INCREASE MEAL DISTRIBUTION TO THE COMMUNITY | $2,000 |
| PLANNED PARENTHOOD OF NNE | |||||||
| 136 PLEASANT STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | FAIR CARE PROGRAM AT THE CLAREMONT CENTER | $2,000 |
| GOOD BEGINNINGS OF SULLIVAN COUNTY | |||||||
| PO BOX 1098 | CLAREMONT | NH | 03743 | NONE | 501(C) | INTERGRATE FINANCIAL LITERACY COMPONENT INTO INITIATIVE TO REDUCE TEEN PREGNANCY | $2,000 |
| HIS HELPING HANDS | |||||||
| 106 MAIN STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | STOCK FOOD SHELVES, CONTINUE SERVING FREE BREAKFAST AND LUNCH, ETC | $2,000 |
| THE SUMMER CAMP INC | |||||||
| 8 CHURCH STREET | BRIDGTON | ME | 04009 | NONE | 501(C) | CAMP SCHOLARSHIPS TO LOW INCOME/FOSTER GIRLS | $2,000 |
| SULLIVAN COUNTY ORAL HEALTH COLLABORATIVE | |||||||
| 1 TREMONT STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | EXPANSION OF FACILITY - 2 OPERATORS, 2 COMPUTERS AND NEW DIGITAL X-RAY MACHINE | $2,000 |
| CONNECTICUT VALLEY HOMECARE AND HOSPICE | |||||||
| 958 JOHN STARK HIGHWAY | NEWPORT | NH | 03773 | NONE | 501(C) | SUPPORT THE EXPENSES OF BLOOD SUGAR AND CHOLESTEROL TESTING STRIPS FOR WELLNESS CLINICS | $2,000 |
| UPPER VALLEY BUS & ED PARTNERSHIP | |||||||
| PO BOX 350 | HANOVER | NH | 03755 | NONE | 501(C) | JUNIOR ACHIEVEMENT FINANCIAL LITERACY PROGRAMS | $2,000 |
| PATHWAYS OF THE RIVER VALLEY | |||||||
| 654 MAIN STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | FINANCIAL ASSISTANCE FOR DENTAL CARE, LIMITED FUNDS, INSURANCE LIMITS | $2,000 |
| WEST CENTRAL BEHAVIORAL HEALTH | |||||||
| 9 HANOVER STREET SUITE 2 | LEBANON | NH | 03766 | NONE | 501(C) | MANAGEMENT TRAINING - SPECIALTY HEALTHCARE TRAINING | $2,500 |
| WINCYCLE | |||||||
| 28 RIVER STREET STE 1 | WINDSOR | VT | 05089 | NONE | 501(C) | PROVIDE 8 EDUCATIONAL WORKSHOPS TO SENIORS AND LOW INCOME ON BUDGETING AND FINANCE | $2,500 |
| NEW BEGINNINGS INC | |||||||
| 23 PLEASANT STREET | SPRINGFIELD | VT | 05156 | NONE | 501(C) | YOUTH PREVENTION EDUCATION PROGRAMMING FUNDING | $2,500 |
| BIG BROTHERS BIG SISTERS | |||||||
| 168 CASTLE STREET | KEENE | NH | 03431 | NONE | 501(C) | SERVE ADDITIONAL CHILDREN IN THE CHILDREN OF PRISONERS AND CHILDREN WITH DISABILITIES | $3,000 |
| RICHARDS FREE LIBRARY | |||||||
| 58 NORTH MAIN STREET | NEWPORT | NH | 03773 | NONE | 501(C) | INSTALLATION OF STAIR RAILING ON STAIRCASE | $3,000 |
| WILLING HANDS | |||||||
| PO BOX 172 | LEBANON | NH | 03766 | NONE | 501(C) | PROVIDE CRATES TO FARMERS, INFORMATION PACKETS, PUBLIC RELATIONS MATERIALS, ETC | $3,000 |
| PARENTS AS TEACHERS | |||||||
| 165 BROAD STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | 15 PARENTING CLASSES TO PREPARE THEIR CHILDREN FOR KINDERGARTEN | $3,000 |
| SULLIVAN COUNTY DENTAL INITIATIVE | |||||||
| 1 TREMONT STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | EXPAND SERVICES TO ADDITIONAL SCHOOLS, DENTAL SUPPLIES, EDUCATIONAL MATERIALS | $3,000 |
| TURNING POINTS NETWORK | |||||||
| 11 SCHOOL STREET | CLAREMONT | NH | 03743 | NONE | 501(C) | NEW WASHER AND DRYER, CLOTHES RACK AND LINE, SAFETY EQUIPMENT, LIFT CHAIR, ETC | $3,600 |
| TRINITY EPISCOPAL CHURCH | |||||||
| PO BOX 172 | CLAREMONT | NH | 03743 | NONE | 501(C) | BACKPACK PROGRAM, ADDITIONAL STORAGE FOR FOOD SUPPLIES | $4,000 |
| CLAREMONT SENIOR CENTER INC | |||||||
| 5 ACER HEIGHTS | CLAREMONT | NH | 03743 | NONE | 501(C) | PURCHASE FLOOR BUFFER, LAWN MOWER, STEAM TABLE, ROUND TABLES, ETC | $4,000 |
| COMM ALLIANCE HS TRANSPORTATION | |||||||
| PO BOX 188 | NEWPORT | NH | 03773 | NONE | 501(C) | GRANT MATCHING FOR REPLACEMENT VEHICLE | $4,000 |
| CITY OF CLAREMONT FOR COMMUNITY CENTER | |||||||
| 130 BROAD STREET | CLAREMONT | NH | 03743 | NONE | MUNICIPALITY | DONATION TO HELP BUILD COMMUNITY CENTER. | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1074890 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $746 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,790 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$83,791 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$41,255 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -41255 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARETION | Category |
| Amount | $685 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (19 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ALTRIA GROUP | 85890 | 103650 |
| AT & T | 83678 | 99848 |
| CENTURYLINK INC | 72399 | 78980 |
| HEINZ HJ CO | 79638 | 81570 |
| KINDER MORGAN | 56455 | 78580 |
| NEXTERA ENERGY | 59252 | 68810 |
| ROYAL DUTCH | 0 | 0 |
| WILLIAMS PARTNERS | 0 | 0 |
| PITNEY BOWES | 0 | 0 |
| BANK OF AMERICA | 0 | 0 |
| EXXON MOBIL | 0 | 0 |
| HEALTH CARE PROPERTIES | 52805 | 88300 |
| NICOR INC. | 0 | 0 |
| AMEREN | 0 | 0 |
| CONSOLIDATED EDISON | 0 | 0 |
| ARES CAPITAL CORP | 0 | 0 |
| DUKE ENERGY | 0 | 0 |
| VERIZON COMMUNICATIONS | 0 | 0 |
| FAIRPOINT COMMUNICATIONS | 653 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WIRE FEES | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $252 | 0 | 0 |
| STATE FEE | $75 | 0 | 0 |
| ESTIMATED TAXES | $2,193 | 0 | 0 |
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