Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CLERMONT FOUNDATION
C/O MARTHA H KEITH
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 500
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LEXINGTON, MA02420
A Employer identification number

22-3177379
B Telephone number (see instructions)

(781) 862-1845
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,317,452
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 482,819
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,596 1,596  
4 Dividends and interest from securities... 144,701 137,699  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 418,319
b Gross sales price for all assets on line 6a 1,686,893
7 Capital gain net income (from Part IV, line 2)... 418,319
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 77,515 77,515  
12 Total. Add lines 1 through 11........ 1,124,950 635,129  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 19,900 15,920   3,980
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 4,218 3,618   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 13,053 6,527   6,526
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,171 26,065   10,506
25 Contributions, gifts, grants paid....... 513,000 513,000
26 Total expenses and disbursements. Add lines 24 and 25 550,171 26,065   523,506
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 574,779
b Net investment income (if negative, enter -0-) 609,064
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 81,342 219,766 219,766
2 Savings and temporary cash investments......... 56,277 221,496 221,496
3 Accounts receivable bullet2,233
Less: allowance for doubtful accounts bullet   12,762 2,233 2,233
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,453 Click to see attachment5,697 6,802
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,508,855 Click to see attachment4,635,792 7,537,280
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,124,684 Click to see attachment2,300,332 Click to see attachment2,329,875
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,791,373 7,385,316 10,317,452
Liabilities 17 Accounts payable and accrued expenses.......... 12,336 31,500
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 12,336 31,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,285,339 2,285,339
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,493,698 5,068,477
29 Total net assets or fund balances (see instructions)..... 6,779,037 7,353,816
30 Total liabilities and net assets/fund balances (see instructions). 6,791,373 7,385,316
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,779,037
2
Enter amount from Part I, line 27a .....................
2
574,779
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,353,816
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,353,816
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a SCHWAB 2707 -PUBLICLY TRADED SECURITIES SHORT TERM P    
b SCHWAB 2707 -PUBLICLY TRADED SECURITIES LONG TERM P    
c SCHWAB 3936 -PUBLICLY TRADED SECURITIES LONG TERM P    
d SCHWAB 3936 -PUBLICLY TRADED SECURITIES LONG TERM P    
e SCHWAB 4262 -PUBLICLY TRADED SECURITIES LONG TERM P    
SCHWAB 8967 -PUBLICLY TRADED SECURITIES LONG TERM P    
SCHWAB 8967 -PUBLICLY TRADED SECURITIES LONG TERM P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,929   16,261 -3,332
b 426,511   167,540 258,971
c 385,827   353,304 32,523
d 704,241   570,142 134,099
e 7,637   6,092 1,545
23,678   19,693 3,985
113,249   135,542 -22,293
12,821     12,821
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -3,332
b       258,971
c       32,523
d       134,099
e       1,545
      3,985
      -22,293
      12,821
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 418,319
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 8,466
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 8,466
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,466
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 48,840
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,840
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,374
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet40,374 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARTHA KEITHTTEE Telephone no.bullet (781) 862-1845

    Located atbulletPO BOX 500LEXINGTONMA ZIP+4bullet02420
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARTHA H KEITH TRUSTEE
    0.50
    0 0 0
    PO BOX 500
    LEXINGTON,MA02420
    GARNETT L KEITH JR TRUSTEE
    0.00
    0 0 0
    PO BOX 500
    LEXINGTON,MA02420
    GEOFFREY L KEITH TRUSTEE
    0.50
    0 0 0
    PO BOX 500
    LEXINGTON,MA02420
    SUZANNE K COLON TRUSTEE
    0.00
    0 0 0
    PO BOX 500
    LEXINGTON,MA02420
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    8,661,451
    b
    Average of monthly cash balances.......................
    1b
    310,261
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,971,712
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,971,712
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    134,576
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,837,136
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    441,857
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    441,857
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,466
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,466
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    433,391
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    433,391
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    433,391
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    523,506
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    523,506
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    523,506
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 433,391
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 31,929
    b From 2016...... 70,547
    c From 2017...... 58,319
    d From 2018......  
    e From 2019...... 52,186
    fTotal of lines 3a through e........ 212,981
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 523,506
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 433,391
    e Remaining amount distributed out of corpus 90,115
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 303,096
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    31,929
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    271,167
    10 Analysis of line 9:
    a Excess from 2016.... 70,547
    b Excess from 2017.... 58,319
    c Excess from 2018....  
    d Excess from 2019.... 52,186
    e Excess from 2020.... 90,115
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MARTHA H KEITH
    GARNETT L KEITH JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AGNES SCOTT COLLEGE
    141 EAST COLLEGE AVE
    DECATUR,GA300303770
    NONE EXEMPT EDUCATION 1,000
    AMERICAN HEART ASSOCIATION
    1777 S HARRISON ST STE 500
    DENVER,CO80210
    NONE EXEMPT HEALTH, MEDICAL 2,500
    AMERICAN RED CROSS NEW JERSEY CROSSROADS
    695 SPRINGFIELD AVE
    SPRINGFIELD,NJ07901
    NONE EXEMPT HEALTH, MEDICAL 6,000
    AMNESTY INTERNATIONAL USA
    5 PENN PLAZA
    NEW YORK,NY100011810
    NONE EXEMPT HEALTH, MEDICAL 1,000
    BETA PSI FOUNDATION
    6400 POWERS FERRY RD STE 400
    ATLANTA,GA30339
    NONE EXEMPT EDUCATION 1,000
    BLACK VOTERS MATTER
    PO BOX 7444
    CAROL STREAM,IL601977444
    NONE EXEMPT SOCIAL SERVICE 55,000
    BIG SKY YOUTH EMPOWERMENT PROJECT INC
    PO BOX 6757
    BOZEMAN,MT59771
    NONE EXEMPT SOCIAL SERVICE 5,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVE
    BOSTON,MA02115
    NONE EXEMPT SOCIAL SERVICE 10,000
    BOZEMAN DHARMA CENTER
    PO BOX 964
    BOZEMAN,MT59771
    NONE EXEMPT RELIGIOUS 13,000
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST ST NE STE 400
    WASHINGTON,DC20002
    NONE EXEMPT SOCIAL SERVICE 1,000
    CHATTOOGA CONSERVANCY
    9 SEQUOIA HILLS LANE
    CLAYTON,GA30525
    NONE EXEMPT EDUCATION 1,000
    CROSSCUT MOUNTAIN SPORTS CENTER
    PO BOX 6400
    BOZEMAN,MT59771
    NONE EXEMPT EDUCATION 15,000
    DIRECT RELIEF INTERNATIONAL
    27 S LA PATERA LN
    SANTA BARBARA,CA93107
    NONE EXEMPT HEALTH, MEDICAL 10,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE 2ND FL
    NEW YORK,NY100015004
    NONE EXEMPT HEALTH, MEDICAL 3,000
    EARTH JUSTICE
    50 CALIFORNIA ST STE 500
    SAN FRANCISCO,CA94111
    NONE EXEMPT ENVIRONMENT 10,000
    ENVIRONMENTAL DEFENSE FUND
    257 PARK AVE S
    NEW YORK,NY10010
    NONE EXEMPT ENVIRONMENT 4,000
    FRESH AIR FUND
    633 3RD AVE FL 14
    NEW YORK,NY10017
    NONE EXEMPT ENVIRONMENT 250
    FRIENDS OF MATENWA
    91 ABERDEEN AVE
    CAMBRIDGE,MA02138
    NONE EXEMPT SOCIAL SERVICE 39,530
    GEORGIA TECH FOUNDATION
    760 SPRING ST NW STE 400
    ATLANTA,GA30308
    NONE EXEMPT EDUCATION 13,500
    GEORGIA TECH FOUNDATION INC
    177 NORTH AVE NW
    ATLANTA,GA303320220
    NONE EXEMPT EDUCATION 250
    GREATER BOSTON FOOD BANK THE
    70 SOUTH BAY AVE
    BOSTON,MA02118
    NONE EXEMPT SOCIAL SERVICE 2,000
    GREATER FOUR CORNER ACTION COALITION EASTERN SERVICE WORKERS ASSN
    247 BOWDOIN ST
    DORCHESTER,MA02122
    NONE EXEMPT SOCIAL SERVICE 5,000
    GREATER GALLATIN UNITED WAY
    945 TECHNOLOGY BLVD STE 101F
    BOZEMAN,MT597186859
    NONE EXEMPT SOCIAL SERVICES 5,000
    HANDEL & HAYDN SOCIETY
    9 HARCOURT ST
    BOSTON,MA02116
    NONE EXEMPT SOCIAL SERVICES 6,000
    HARVARD BUSINESS SCHOOL FUND
    SOLDIERS FIELD RD
    BOSTON,MA021639904
    NONE EXEMPT EDUCATION 470
    HAVEN
    PO BOX 752
    BOZEMAN,MT59771
    NONE EXEMPT SOCIAL SERVICE 11,000
    HELP CENTER
    4122 METRIC DRIVE SUITE 800
    WINTER PARK,FL32792
    NONE EXEMPT HEALTH, MEDICAL 5,000
    HRDC CENTER OF DISTRICT 9
    32 S TRACY AVE
    BOZEMAN,MT59715
    NONE EXEMPT COMMUNITY 15,000
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND ST
    NEW YORK,NY10168
    NONE EXEMPT SOCIAL SERVICE 3,000
    LEXINGTON FARMERS' MARKET
    70 EAST ST
    LEXINGTON,MA02420
    NONE EXEMPT SOCIAL SERVICE 4,000
    LEXINGTON HISTORICAL SOCIETY
    13 DEPOT SQ PO BOX 514
    LEXINGTON,MA02420
    NONE EXEMPT EDUCATION 1,000
    LEXINGTON YOUTH AND FAMILY SERVICES
    7 HARRINGTON ROAD
    LEXINGTON,MA02421
    NONE EXEMPT SOCIAL SERVICE 15,000
    LOOMIS CHAFFEE SCHOOL
    4 BATCHELDER RD PO BOX 600
    WINDSOR,CT060959956
    NONE EXEMPT EDUCATION 5,000
    LOOP LAB
    872 MASSACHUSETTS AVE APT 1-5
    CAMBRIDGE,MA02139
    NONE EXEMPT COMMUNITY 55,000
    MAYO FOUNDATION
    200 FIRST ST SW
    ROCHESTER,MN55905
    NONE EXEMPT HEALTH, MEDICAL 6,000
    MUCH MINISTRIES INC
    PO BOX 24599
    SAINT SIMONS ISLAND,GA31522
    NONE EXEMPT SOCIAL SERVICES 15,000
    MR TOM'S HEART
    24 WATERFORD CT
    ATLANTA,GA30328
    NONE EXEMPT SOCIAL SERVICE 3,000
    MONTANA RACIAL EQUITY PROJECT
    PO BOX 11885
    BOZEMAN,MT59719
    NONE EXEMPT HEALTH, ADVOCACY 45,000
    NARAL PRO-CHOICE AMERICA FOUNDATION
    1725 EYE ST NW SUITE 900
    WASHINGTON,DC20006
    NONE EXEMPT HEALTH, MEDICAL 1,000
    NEWARK CENTER FOR MEDITATIVE CULTURE
    PO BOX 182
    NEWARK,NJ07101
    NONE EXEMPT RELIGIOUS 1,000
    NOLS (NATIONAL OUTDOOR LEADERSHIP SCHOOL)
    284 LINCOLN ST
    LANDER,WY82520
    NONE EXEMPT EDUCATION 5,000
    NURSE-FAMILY PARTNERSHIP
    1900 GRANT ST STE 400
    DENVER,CO802034304
    NONE EXEMPT HEALTH, MEDICAL 5,000
    OXFAM AMERICA
    226 CAUSEWAY ST 5TH FL
    BOSTON,MA022055807
    NONE EXEMPT HEALTH, MEDICAL 10,000
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVE SUITE 200
    MANHATTEN BEACH,CA90266
    NONE EXEMPT HEALTH, MEDICAL 2,500
    PARK LAKE PRESBYTERIAN CHURCH
    309 E COLONIAL DR
    ORLANDO,FL328011286
    NONE EXEMPT RELIGIOUS 10,000
    PLANNED PARENTHOOLD FEDERATION OF AMERICA
    434 WEST 33RD ST
    NEW YORK,NY10001
    NONE EXEMPT HEALTH, MEDICAL 5,000
    SAVE THE CHILDREN
    501 KINGS HWY E STE 400
    FAIRFIELD,CT06825
    NONE EXEMPT HEALTH, MEDICAL 5,000
    SCLERADERMA FOUNDATION
    300 ROSEWOOD DRIVE SUITE 105
    DANVERS,MA01923
    NONE EXEMPT HEALTH, MEDICAL 2,500
    SHALLOWFORD PRESBYTERIAN CHURCH
    2375 SHALLOWFORD RD NE
    ATLANTA,GA30345
    NONE EXEMPT RELIGIOUS 18,000
    SIGMA CHI FOUNDATION
    1714 HINMAN AVE
    EVANSTON,IL60201
    NONE EXEMPT EDUCATION 5,000
    THICH NHAT HANH FOUNDATION
    2499 MELRU LN
    ESCONDIDO,CA92026
    NONE EXEMPT HEALTH, MEDICAL 1,000
    TUFTS UNIVERSITY
    BALLOU HALL
    MEDFORD,MA02115
    NONE EXEMPT EDUCATION 5,000
    US FUND FOR UNICEF
    125 MAIDEN LN
    NEW YORK,NY10038
    NONE EXEMPT COMMUNITY 1,000
    UNIVERSITY OF IDAHO FOUNDATION CHEMICAL ENGINEERING
    875 PERIMETER DR PO BOX 443147
    MOSCOW,ID838443147
    NONE EXEMPT EDUCATION 5,000
    UNIVERSITY OF WASHINGTON FOUNDATION CHEMICAL ENGINEERING ENDOWMENT
    1200 5TH AVE STE 500
    SEATTLE,WA981011116
    NONE EXEMPT EDUCATION 5,000
    USA FOR UNHCR
    1310 L ST NW STE 340
    WASHINGTON,DC20005
    NONE EXEMPT SOCIAL SERVICE 7,000
    VAIL HISTORICAL SOCIETY
    PO BOX 982
    VAIL,AZ85641
    NONE EXEMPT SOCIAL SERVICE 5,000
    VILLAGE HEALTH WORKS
    45 WEST 36TH ST 8TH FL
    NEW YORK,NY10018
    NONE EXEMPT HEALTH, MEDICAL 10,500
    WGBH
    ONE GUEST STREETPO BOX 55875
    BOSTON,MA022055875
    NONE EXEMPT EDUCATION 1,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW FL 6
    WASHINGTON,DC20001
    NONE EXEMPT SOCIAL SERVICES 5,000
    WOUNDED WARRIOR PROJECT
    PO BOX 78540
    TOPEKA,KS666758540
    NONE EXEMPT HEALTH, MEDICAL 1,000
    WUCF ORLANDO
    12461 RESEARCH PKWY 550
    ORLANDO,FL32826
    NONE EXEMPT SOCIAL SERVICES 3,000
    Total .................................bullet 3a 513,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,596  
    4 Dividends and interest from securities....     14 144,701  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 77,515  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 418,319  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 642,131 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    642,131
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 7,418


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 1,943


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 15,191


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 52,155


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 17,633


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 4,627


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 2,054


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 5,128


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 12,493


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 13,110


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 10,293


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    12
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 4,912


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    13
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 3,187


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    14
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 2,810


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    15
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 5,634


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    16
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 6,949


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    17
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 9,306


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    18
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 11,013


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    19
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 10,021


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    20
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 18,972


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    21
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 6,764


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    22
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 6,369


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    23
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 6,767


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    24
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 25,255


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    25
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 8,915


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    26
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 12,327


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    27
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 6,982


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    28
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 11,337


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    29
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 8,297


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    30
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 13,823


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    31
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 10,232


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    32
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 3,566


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    33
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 3,305


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    34
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 18,378


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    35
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 7,330


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    36
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 7,143


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    37
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 3,590


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    38
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 36


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    39
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 8,122


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    40
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 17,096


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    41
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 5,330


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    42
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 18,861


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number
    22-3177379
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    43
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 9,598


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    44
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 10,390


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    45
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 5,345


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    46
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 8,804


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    47
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 8,917


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    48
    GARNETT L KEITH JR AND MARTHA H KEITH
     
    PO BOX 500
     
    LEXINGTON, MA02420

    $ 15,093


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    27 SHARES ALPHABET INC $ 39,970 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    7 SHARES ALPHABET INC $ 10,363 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    3
    23 SHARES ALPHABET INC $ 34,049 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    50 SHARES ALPHABET INC $ 74,019 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    5
    33 SHARES ALPHABET INC $ 48,852 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    6
    98 SHARES APPLE INC $ 31,402 2020-01-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    7
    42 SHARES APPLE INC $ 13,458 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    8
    108 SHARES APPLE INC $ 34,606 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    9
    1030 SHARES BANK OF AMERICA $ 34,716 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    10
    130 SHARES BROADCOM INC $ 42,403 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    11
    160 SHARES ESTEE LAUDER CO $ 33,114 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    12
    70 SHARES ESTEE LAUDER CO $ 14,487 2020-01-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    13
    44 SHARES ESTEE LAUDER CO $ 9,106 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    14
    40 SHARES ESTEE LAUDER CO $ 8,278 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    15
    194 SHARES HDFC BANK LTD $ 11,542 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    16
    200 SHARES INTERION HOLDING NV $ 18,256 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    17
    169 SHARES LIBERTY BROADBAND CORP CL C $ 22,156 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    18
    200 SHARES LIBERTY BROADBAND CORP CL C $ 26,220 2020-01-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    19
    552 LIBERTY MEDIA CORP - LIBERTY FORMULA ONE $ 26,168 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    20
    620 LIBERTY MEDIA CORP - LIBERTY FORMULA ONE $ 29,391 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    21
    120 SHARES MICROSOFT CORP $ 19,919 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    22
    120 SHARES MICROSOFT CORP $ 19,919 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    23
    120 SHARES MICROSOFT CORP $ 19,919 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    24
    510 SHARES PAYPAL HOLDINGS INC $ 60,208 2020-01-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    25
    180 SHARES PAYPAL HOLDINGS INC $ 21,250 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    26
    290 SHARES POST HOLDINGS INC $ 32,004 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    27
    130 SHARES POST HOLDINGS INC $ 14,347 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    28
    410 SHARES TAIWAN SEMICONDUCTOR SP ADR $ 23,697 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    29
    300 SHARES TAIWAN SEMICONDUCTOR SP ADR $ 17,339 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    30
    500 SHARES TAIWAN SEMICONDUCTOR SP ADR $ 28,899 2020-01-24
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    31
    370 SHARES TAIWAN SEMICONDUCTOR SP ADR $ 21,385 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    32
    700 SHARES TENCENT HOLDINGS LTD $ 34,765 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    33
    61 SHARES THERMO FISHER SCIENTIFIC $ 20,411 2020-01-24
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    34
    380 SHARES APPLE INC $ 47,375 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    35
    130 SHARES MICROSOFT CO $ 28,878 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    36
    199 SHARES AGNICO EAGLE MINES LTD $ 15,828 2020-09-03
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    37
    100 SHARES AGNICO EAGLE MINES LTD $ 7,954 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    38
    1 SHARE AGNICO EAGLE MINES LTD $ 80 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    39
    200 SHARES AGNICO EAGLE MINES LTD $ 15,908 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    40
    400 SHARES APPLE INC $ 49,868 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    41
    70 SHARES BROADCOM INC $ 25,167 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    42
    500 SHARES NEWMONT GOLDCORP $ 32,953 2020-09-03
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    43
    500 SHARES VANECK VECTORS GOLD MINERS ETF $ 20,496 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    44
    500 SHARES VANECK VECTORS GOLD MINERS ETF $ 20,496 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    45
    7 SHARES AMAZON.COM $ 23,770 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    46
    200 SHARES GCI LIBERTY INC CL A $ 16,187 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    47
    180 SHARES PAYPAL HOLDINGS INC $ 36,139 2020-09-03
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    48
    110 SHARES SPOTIFY TECHNOLOGY $ 29,351 2020-09-03
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    CLERMONT FOUNDATION
    C/O MARTHA H KEITH
    Employer identification number

    22-3177379
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    US Government Securities - End of Year Book Value:

    5,697
    US Government Securities - End of Year Fair Market Value:

    6,802
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY - T. ROWE PRICE GLOBAL GR STOCK INVESTOR CL AT COST 104,889 151,037
    FIDELITY - T. ROWE PRICE GLOBAL STOCK AT COST 219,822 321,342
    FIDELITY - T. ROWE PRICE NEW ASIA AT COST 202,838 271,432
    SCHWAB 2707 - ANGI HOMESERVICES INC AT COST 9,994 13,591
    SCHWAB 2707 - AGNICO EAGLE MINES AT COST 26,604 35,255
    SCHWAB 2707 - ALPHABET INC AT COST 2,376 29,782
    SCHWAB 2707 - AMAZON.COM AT COST 5,345 22,799
    SCHWAB 2707 - APPLE INC AT COST 37,409 125,259
    SCHWAB 2707 - BANK OF AMERICA CORP AT COST 5,822 14,549
    SCHWAB 2707 - BECTON DICKINSON & CO AT COST 15,834 15,013
    SCHWAB 2707 - BROADCOM INC AT COST 18,440 87,570
    SCHWAB 2707 - CIMPRESS PLC AT COST 12,039 11,406
    SCHWAB 2707 - COMCAST CORP AT COST 20,670 23,580
    SCHWAB 2707 - CPALL PUBLIC CO LT ORDF AT COST 14,418 13,614
    SCHWAB 2707 - DOLLAR TREE INC AT COST 17,377 22,688
    SCHWAB 2707 - ESTEE LAUDER CO INC AT COST 21,203 83,584
    SCHWAB 2707 - FOX CORP AT COST 20,703 21,082
    SCHWAB 2707 - FRANKS INTL AT COST 13,370 16,878
    SCHWAB 2707 - HDFC BANK LTD AT COST 5,633 14,018
    SCHWAB 2707 - LIBERTY BROADBAND CO AT COST 45,836 108,008
    SCHWAB 2707 - LIBERTY LATIN AMER AT COST 21,768 23,067
    SCHWAB 2707 - LIBERTY MEDIA CORP AT COST 28,993 49,927
    SCHWAB 2707 - LYFT AT COST 19,851 38,321
    SCHWAB 2707 - MICROSOFT CORP AT COST 13,222 53,603
    SCHWAB 2707 - MOHAWK INDUSTRIES AT COST 18,458 24,666
    SCHWAB 2707 - NVR INC AT COST 8,764 16,319
    SCHWAB 2707 - NEWMONT CORP AT COST 18,861 29,945
    SCHWAB 2707 - NOW INC AT COST 8,480 13,714
    SCHWAB 2707 - PAYPAL HOLDINGS INC AT COST 27,734 131,152
    SCHWAB 2707 - POST HOLDINGS INC AT COST 19,309 42,424
    SCHWAB 2707 - SPOTIFY TECH AT COST 32,704 73,945
    SCHWAB 2707 - SYSCO CORP AT COST 7,137 9,654
    SCHWAB 2707 - TAIWAN SEMICONDUCTR AT COST 20,183 79,599
    SCHWAB 2707 - TENCENT HOLDINGS ORDG AT COST 2,037 29,101
    SCHWAB 2707 - THERMO FISHER SCIENTFIC AT COST 3,305 28,413
    SCHWAB 2707 - TWITTER INC AT COST 13,667 23,285
    SCHWAB 2707 - UNITED RENTALS INC AT COST 20,651 32,467
    SCHWAB 2707 - VANECK VECTORS GOLD AT COST 27,781 36,020
    SCHWAB 2707 - DIGITAL REALTY TRUST AT COST 6,942 19,671
    SCHWAB 3936 - AIA GROUP LTD ORD AT COST 68,356 137,250
    SCHWAB 3936 - AIR PRODUCTS & CHEMICALS INC. AT COST 49,452 84,698
    SCHWAB 3936 - ALPHABET INC CLASS A AT COST 12,609 150,727
    SCHWAB 3936 - ALPHABET INC CLASS C AT COST 3,474 42,045
    SCHWAB 3936 - AMGEN INC AT COST 92,896 121,858
    SCHWAB 3936 - ANNALY CAPITAL MNG AT COST 60,772 55,770
    SCHWAB 3936 - APPLE INC AT COST 18,758 211,242
    SCHWAB 3936 - ARES CAPITAL CORP AT COST 57,123 62,493
    SCHWAB 3936 - ASCENDAS REAL ESTATE AT COST 90,296 110,354
    SCHWAB 3936 - AT&T INC AT COST 54,667 48,317
    SCHWAB 3936 - AXALTA COATING SYSTEMS AT COST 45,472 45,965
    SCHWAB 3936 - B & M EUROPEAN VALUE AT COST 46,544 49,962
    SCHWAB 3936 - BAIDU INC ADR AT COST 32,607 61,832
    SCHWAB 3936 - BECTON DICKINSON & CO AT COST 107,979 102,590
    SCHWAB 3936 - BERKSHIRE HATHAWAY CLASS B AT COST 69,812 76,517
    SCHWAB 3936 - BLACKROCK LIMITED DURATION INCOME TRUST AT COST 52,513 62,247
    SCHWAB 3936 - BOC AVIATION LIMITED AT COST 59,843 81,240
    SCHWAB 3936 - CITIGROUP INC AT COST 31,280 46,553
    SCHWAB 3936 - COMCAST CORP AT COST 97,381 111,088
    SCHWAB 3936 - COSTCO WHOLESALE CORP AT COST 10,298 141,669
    SCHWAB 3936 - CROWN CASTLE INTL CO AT COST 65,524 122,576
    SCHWAB 3936 - FIDELITY AT COST 79,947 84,876
    SCHWAB 3936 - FRANKLIN FTSE CHINA AT COST 21,759 31,809
    SCHWAB 3936 - GILEAD SCIENCES INC. AT COST 81,319 57,677
    SCHWAB 3936 - GRANITE REAL ESTATE INV AT COST 46,334 48,920
    SCHWAB 3936 - GRANITESHARE GOLD AT COST 195,325 228,569
    SCHWAB 3936 - HOME DEPOT AT COST 44,876 127,763
    SCHWAB 3936 - HONEYWELL INTL AT COST 44,595 132,086
    SCHWAB 3936 - INT'L BUSINESS MACHINES AT COST 73,814 57,023
    SCHWAB 3936 - INVESCO BOND FUND AT COST 2,579 3,049
    SCHWAB 3936 - ISHARES 0-5 YEAR HIGH YIELD CORP BOND AT COST 103,096 100,195
    SCHWAB 3936 - ISHARES 1-3 YEARS TREAS AT COST 97,150 100,409
    SCHWAB 3936 - ISHARES AAA RATED AT COST 75,001 83,098
    SCHWAB 3936 - JP MORGAN CHASE & CO AT COST 29,337 111,186
    SCHWAB 3936 - KENNEDY WILSON HOLDINGS AT COST 53,143 66,014
    SCHWAB 3936 - LOWE'S CO INC AT COST 82,919 174,153
    SCHWAB 3936 - MASCO CORP AT COST 64,004 76,902
    SCHWAB 3936 - MFA FINANCIAL INC AT COST 90,096 46,408
    SCHWAB 3936 - MICROSOFT CORP AT COST 32,870 137,900
    SCHWAB 3936 - NESTLES SA AT COST 64,331 101,308
    SCHWAB 3936 - PFIZER INCORPORATED AT COST 62,004 69,939
    SCHWAB 3936 - PIGEON CORP AT COST 11,613 63,876
    SCHWAB 3936 - RESIDEO TECHNOLOGIES INC AT COST 1,319 2,169
    SCHWAB 3936 - SINGAPORE TECHNOLOGIES ENGINEERING LTD AT COST 79,792 84,182
    SCHWAB 2936 - SIXTH STREET SPECIALTY AT COST 46,686 48,555
    SCHWAB 3936 - SPDR DOUBLELINE AT COST 2,504 2,464
    SCHWAB 3936 - STRYKER CORP AT COST 55,566 90,665
    SCHWAB 3936 - TAIWAN SEMICONDUCTER AT COST 47,944 189,184
    SCHWAB 3936 - TCW STRATEGIC INCOME AT COST 46,273 47,568
    SCHWAB 3936 - THERMO FISHER SCIENTIFIC AT COST 16,250 139,734
    SCHWAB 3936 - VIATRIS INC AT COST 3,390 4,404
    SCHWAB 3936 - WP CAREY INC AT COST 82,852 76,932
    SCHWAB 4262 - SCHWAB US TREASURY MONEY INV AT COST 3,800 3,800
    SCHWAB 4262 - AIA GROUP LTD AT COST 1,024 1,228
    SCHWAB 4262 - ALPHABET INC CLASS A AT COST 1,096 3,505
    SCHWAB 4262 - AMGEN-SCHWAB AT COST 1,996 2,989
    SCHWAB 4262 - ANNALY CAPITAL MNG AT COST 649 591
    SCHWAB 4262 - APPLE INC AT COST 1,531 6,369
    SCHWAB 4262 - ARES CAPITAL CORP AT COST 1,629 1,689
    SCHWAB 4262 - AT&T INC AT COST 325 288
    SCHWAB 4262 - B&M EUROPEAN VALUE AT COST 529 568
    SCHWAB 4262 - BANK OF AMERICA AT COST 310 546
    SCHWAB 4262 - FIDELITY NATL INFO AT COST 666 707
    SCHWAB 4262 - HOME DEPOT AT COST 1,259 4,250
    SCHWAB 4262 - HONEYWELL INTL AT COST 1,579 4,254
    SCHWAB 4262 - ISHARES HIGH YIELD AT COST 2,342 2,272
    SCHWAB 4262 - ISHARES 1-3 YEARS US TREAS AT COST 1,021 1,037
    SCHWAB 4262 - LOWES COMPANIES INC AT COST 1,084 2,568
    SCHWAB 8967 - ADVANCE AUTO PARTS INC AT COST 19,341 25,202
    SCHWAB 8967 - BANK OF AMERICA AT COST 5,940 14,336
    SCHWAB 8967 - BERKSHIRE HATHAWAY CLASS B AT COST 33,757 39,418
    SCHWAB 8967 - CAL-MAINE FOODS INC AT COST 18,855 17,193
    SCHWAB 8967 - CIMPRESS NV AT COST 12,607 13,249
    SCHWAB 8967 - COLFAX CORP AT COST 17,298 23,365
    SCHWAB 8967 - COMCAST CORPORATION CLASS A AT COST 27,478 37,728
    SCHWAB 8967 - DOLLAR GENERAL AT COST 5,704 16,614
    SCHWAB 8967 - DOLLAR TREE AT COST 22,783 27,010
    SCHWAB 8967 - EXPEDIA GROUP AT COST 18,311 25,553
    SCHWAB 8967 - FAIRFAX INDIA HOLDINGS CORP SUB VTG SHS AT COST 17,015 10,085
    SCHWAB 8967 - FOX CORP AT COST 28,639 24,086
    SCHWAB 8967 - FRANKS INTL AT COST 30,954 19,618
    SCHWAB 8967 - JD COMMON AT COST 11,178 35,160
    SCHWAB 8967 - KROGER CO AT COST 16,784 22,994
    SCHWAB 8967 - LIBERTY BROADBAND CO AT COST 18,842 43,235
    SCHWAB 8967 - LIBERTY LATIN AM AT COST 72,557 36,819
    SCHWAB 8967 - LIBERTY MEDIA CORP AT COST 12,008 20,533
    SCHWAB 8967 - LYFT INC AT COST 12,216 23,582
    SCHWAB 8967 - MOHAWK INDUSTRIES INC AT COST 22,371 26,217
    SCHWAB 8967 - NVR INC AT COST 10,955 20,399
    SCHWAB 8967 - NOW INC AT COST 16,812 10,741
    SCHWAB 8967 - POST HOLDINGS INC AT COST 30,472 40,000
    SCHWAB 8967 - SPECTRUM BRANDS HOLDINGS INC AT COST 6,589 8,214
    SCHWAB 8967 - SPOTIFY TECH AT COST 16,724 39,962
    SCHWAB 8967 - TENCENT HOLDINGS AT COST 11,937 16,535
    SCHWAB 8967 - TWITTER INC AT COST 17,050 28,700
    SCHWAB 8967 - UNITED RENTALS INC AT COST 25,327 39,425
    T. ROWE - T. ROWE PRICE INT'L DISCOVER AT COST 47,635 120,856

    TY 2020 OtherAssetsSchedule
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    SEABRIDGE ASIA REDUX,LLC 283,814 356,956 431,784
    JASPER RIDGE PRIV OPPORTUNITIES TS LP 138,574 306,042 306,042
    JASPER RIDGE PRIV OPPORTUNITIES II(TE) LP 774,087 590,643 590,643
    10TALENTS PRIVATE FUND I LP 467,419 506,496 462,728
    10TALENTS PRIVATE FUND II LP 182,797 224,566 223,049
    10TALENTS PRIVATE FUND IV LP 277,993 315,629 315,629


    TY 2020 OtherExpensesSchedule
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOUNDATION EXPENSES & OTHER FEES 13,053 6,527   6,526


    TY 2020 OtherIncomeSchedule2
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP NET INCOME 77,515 77,515 77,515


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 TAX PREPARATION & ACCOUNTING FEES 19,900 15,920   3,980


    TY 2020 TaxesSchedule
    Name:
    CLERMONT FOUNDATION
     
    C/O MARTHA H KEITH
    EIN:
    22-3177379
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,618 3,618   0
    MA UBTI 600 0   0