Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 07-01-2023 , and ending 06-30-2024
Name of foundation
CLAREMONT SAVINGS BANK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CLAREMONT, NH037431600
A Employer identification number

33-1014741
B Telephone number (see instructions)

(603) 542-7711
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,820,717J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 33 33  
4 Dividends and interest from securities... 38,959 38,959  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,600
b Gross sales price for all assets on line 6a 74,218
7 Capital gain net income (from Part IV, line 2)... 29,600
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).......      
12 Total. Add lines 1 through 11........ 68,592 68,592  
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)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,075 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,346 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,421 0   0
25 Contributions, gifts, grants paid....... 115,000 115,000
26 Total expenses and disbursements. Add lines 24 and 25 118,421 0   115,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -49,829
b Net investment income (if negative, enter -0-) 68,592
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. -4    
2 Savings and temporary cash investments......... 17,694 13,802 13,802
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,008,453 Click to see attachment
List of Attached Documents:
// Content
962,512 		1,806,915
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,026,143 976,314 1,820,717
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,026,143 976,314
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,026,143 976,314
30 Total liabilities and net assets/fund balances (see instructions). 1,026,143 976,314
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
1,026,143
2
Enter amount from Part I, line 27a .....................
2
-49,829
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
976,314
5
Decreases not included in line 2 (itemize) right arrow
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
976,314
Form 990-PF (2023)
Form 990-PF (2023)
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 145 SHARES ABBVIE INC D 2018-02-06 2024-05-14
b 40 SHARES MICROSOFT D 2019-04-29 2024-05-14
c 350 SHARES MORGAN STANLEY D 2021-01-31 2024-05-14
d
e
(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 23,275   15,669 7,606
b 16,570   5,191 11,379
c 34,373   23,758 10,615
d
e
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       7,606
b       11,379
c       10,615
d
e
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 29,600
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
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 right arrow 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) 1 953
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 953
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- ..... 5 953
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,400
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 1,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 447
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow447 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowLYNN SMITH Telephone no.right arrow (603) 542-7711

Located atright arrowPO BOX 1600CLAREMONTNH ZIP+4right arrow03743
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ANDRE LAFRENIERE TRUSTEE
0.50 		0 0 0
25 PAMSHA DR
CLAREMONT,NH03743
LYNN SMITH TRUSTEE
0.50 		0 0 0
112 RT 11
SUNAPEE,NH03782
HEATHER MINKLER TRUSTEE
0.50 		0 0 0
115 DARLING ROAD
KEENE,NH03431
KATHY HUBERT TRUSTEE
0.50 		0 0 0
179 SPRINGFIELD ROAD
NEWPORT,NH03773
SERA GRAY TRUSTEE
0.50 		0 0 0
72 HARDY HILL ROAD
LEBANON,NH03766
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 N/A. 0
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
1,569,105
b
Average of monthly cash balances.......................
1b
29,160
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,598,265
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
1,598,265
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,974
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,574,291
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
78,715
Part X
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 IX, line 6..................
1
78,715
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
953
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
953
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
77,762
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
77,762
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 XII, line 1 ...
7
77,762
Part XI
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
115,000
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
115,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 77,762
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 68,012
b From 2019......  
c From 2020...... 47,043
d From 2021...... 34,285
e From 2022...... 163,171
f Total of lines 3a through e ........ 312,511
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 115,000
a Applied to 2022, 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 2023 distributable amount..... 77,762
e Remaining amount distributed out of corpus 37,238
5 Excess distributions carryover applied to 2023. 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 5 349,749
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		68,012
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		281,737
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 47,043
c Excess from 2021.... 34,285
d Excess from 2022.... 163,171
e Excess from 2023.... 37,238
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LYNN SMITH
PO BOX 1600
CLAREMONT,NH03743
(603) 542-7711
bThe form in which applications should be submitted and information and materials they should include:
ONE PAGE APPLICATION WITH GENERAL INFORMATION INCLUDING AMOUNT OF REQUEST, PROPOSED PROJECT, PROOF OF 501(C)(3) STATUS, GEOGRAPHIC LOCATION, CLIENTS SERVED, AND NUMBER OF EMPLOYEES.
cAny submission deadlines:
APPLICATIONS MUST BE RECEIVED IN MAY WITH GRANTS AWARDED JUNE 15.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
ORGANIZATION MUST BE A 501(C)(3) AND NOT DISCRIMINATE AS DEFINED BY FEDERAL CRITERIA. PRIORITY TO THE SULLIVAN AND WINDSOR COUNTIES WITH SECONDARY CONSIDERATION TO SURROUNDING COMMUNITIES IN NEW HAMPSHIRE AND VERMONT. SIZE OF GRANTS GENERALLY RANGE FROM $500 TO $5,000.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

BABY STEPS FAMILY ASSISTANCE

169 MAIN STREET SUITE 211
CLAREMONT,NH03743 		NONE 501(C) TO FULFILL AND SUPPLY THE GAPS AND IMMEDIATE NEEDS OF THE COMMUNITY THROUGH OUR RESOURCE CENTER WHO ARE HOMELESS OR OF NO/INCOME/LOW-INCOME INDIVIDUALS AND FAMILIES HERE IN THE COMMUNITY. 1,500

BLACK RIVER INNOVATION CAMPUS

60 PARK STREET
SPRINGFIELD,VT05156 		NONE 501(C) THESE PROGRAMS WILL DOVETAIL INTO EXPANDED ROBOTICS AND XR (EXTENDED REALITY, AUGMENTED REALITY, AND VIRTUAL REALITY) AFTERSCHOOL CLUBS, WITH CURRICULUM SUPPORT AND A RESOURCE LIBRARY THAT WILL BE AVAILABLE TO COMMUNITY PARTNERS AND EDUCATORS. 4,550

CAREERS CLIC

PO BOX 350
HANOVER,NH03755 		NONE 501(C) CAREERS CLIC OFFERS THE CONTINUUM OF CAREER DEVELOPMENT FOR K-12 STUDENTS IN NEW HAMPSHIRE AND VERMONT. SUPPORTS A NEW MULTI-YEAR INITIATIVE, ACCESS FOR ALL, TO REACH MORE SCHOOLS IN OUR REGION AND WILL SERVE APPROXIMATELY 300 UPPER VALLEY STUDENTS. 1,000

CARTER COMMUNITY BUILDING ASSOCIATION

1 TAYLOR STREET
LEBANON,NH03766 		NONE 501(C) THE CCBA PROVIDES A FREE YOUTH- DROP-IN CENTER FOR LOCAL KIDS DURING AFTER SCHOOL HOURS, VACATION DAYS, AND SUMMER. 2,500

CATHOLIC CHARITIES NEW HAMPSHIRE DBA NEW HAMPSHIRE FOOD BANK

700 EAST INDUSTRIAL PARK DRIVE
MANCHESTER,NH03109 		NONE 501(C) PROVIDE HUNGER RELIEF FOR CHILDREN IN CLAREMONT SAVINGS BANK FOUNDATIONS COMMUNITY REINVESTMENT ACT (CRA) BRANCH/BANKING AREA. 2,500

CHARLESTOWN AREA PTA

84 EAST STREET EXT
CHARLESTOWN,NH03603 		NONE 501(C) TO INSTALL A "BUDDY BENCH". THE BUDDY BENCH WILL BE INSTALLED BY COMMUNITY MEMBERS, PARENTS, GRANDPARENTS, AND CHILDREN IN THE CHARLESTOWN AREA. THE BENCH WILL PROVIDE CHILDREN WITH AN OPPORTUNITY TO BECOME ENGAGED AND INTERACT WITH EACH OTHER. IT GIVES THEM A PLACE TO RECOGNIZE A FRIEND IN NEED, AS WELL AS PROVIDES A SPACE FOR SOMEONE IN NEED TO SEEK HELP. 1,300

CHARLESTOWN HISTORICAL SOCIETY

216 MAIN STREET PO BOX 159
CHARLESTOWN,NH03603 		NONE 501(C) TO PURCHASE A LAPTOP TO BE USED SOLELY BY THE CHARLESTOWN HISTORICAL SOCIETY TO BE USED FOR PRESERVATION OF FILES AND DOCUMENTS, AND TO BE USED FOR MONTHLY PROGRAMMING TO PROVIDE VISUAL AIDS BY MEANS OF POWERPOINT TO ENHANCE AUDIENCE ENGAGEMENT AND UNDERSTANDING. 1,500

CHARLESTOWN SENIOR CENTER

223 OLD SPRINGFIELD RD
CHARLESTOWN,NH03603 		NONE 501(C) TO INSTALL A 20 KW GENERAC EMERGENCY GENERATOR. 3,000

CLAREMONT COMMUNITY TELEVISION INC

111 SOUTH STREET
CLAREMONT,NH03743 		NONE 501(C) SUPPORT TO HELP INVEST IN A LIVEU BROADCAST SYSTEM IN AN EFFORT TO RESOLVE CURRENT, INTERMITTENT LIVE STREAMING BLACK-OUT GAPS OF CITY COUNCIL, ZONING BOARD, PLANNING BOARD AND OTHER RECORDED MEETINGS BY CCTV IN THE CITY HALL COUNCIL CHAMBERS ROOM. 2,000

CLAREMONT LEARNING PARTNERSHIP

169 MAIN STREET
CLAREMONT,NH03743 		NONE 501(C) OASIS SERVICES AND PROGRAMMING ARE ONGOING, ENCOMPASS A WIDE RANGE, AND ARE TAILORED TO THE NEEDS AND INTERESTS OF THE YOUTH DEMOGRAPHIC. ACTIVITIES INCLUDE EDUCATIONAL SUPPORTS (TUTORING SESSIONS, CAREER COUNSELING, SKILLS DEVELOPMENT WORKSHOPS, ETC.); RECREATIONAL ACTIVITIES (HIKING, ART CLASSES, MUSIC PROGRAMS, ETC.) PROVIDING AVENUES FOR CREATIVE EXPRESSION AND PHYSICAL WELLNESS; AND COMMUNITY SERVICE PROJECTS, LEADERSHIP TRAINING, AND PEER SUPPORT GROUPS TO PROMOTE SOCIAL RESPONSIBILITY AND EMOTIONAL WELL-BEING. 5,000

CLAREMONT OPERA HOUSE

58 OPERA HOUSE SQUARE PO BOX 664
CLAREMONT,NH03743 		NONE 501(C) TO PURCHASE AND REPLACE THE EXISTING VIDEO PROJECTOR, THAT WAS ORIGINALLY PURCHASED IN 2012, WITH AN IMPROVED AND UPGRADED LASER VIDEO PROJECTOR. 3,500

CLAREMONT SENIOR CENTER INC

5 ACER HEIGHTS ROAD
CLAREMONT,NH03743 		NONE 501(C) TO PURCHASE THE HOT FOOD SERVING TABLE, DUKE MANUFACTURING MODEL # E303SW AND THE POTATO PEELER, SIRMAN USA MODEL # PPJ20, THIS WILL HELP OUR VOLUNTEERS WITH PEELING POTATOES AND VEGETABLES. 5,000

CLAREMONT SOUP KITCHEN INC

51 CENTRAL STREET
CLAREMONT,NH03743 		NONE 501(C) TO HELP FUND AN ADDITIONAL FREEZER UNIT TO STORE FOOD DONATIONS 2,000

CORNISH MEETING HOUSE

355 SAINT GAUDENS RD
CORNISH,NH03745 		NONE 501(C) TO INSTALL AN APRILAIREE130C DEHUMIDIFIER TO REDUCE HUMIDITY IN THE BUILDING. 500

COVER HOME REPAIR

158 SOUTH MAIN STREET
WHITE RIVER JUNCTION,VT05001 		NONE 501(C) PROVIDED CRITICAL FUNDING TO SUPPORT THE COMPLETION OF THE 10 ROOF REPLACEMENTS AND 10 ACCESS RAMPS FOR LOCAL HOMEOWNERS 1,500

DAVID'S HOUSE

461 MOUNT SUPPORT ROAD
LEBANON,NH03766 		NONE 501(C) TO REPLACE NINE ENTRY POINT DOORS THAT HAVE GLASS PANE(S) WITHIN ARM'S REACH OF THE HANDLE. 1,000

FRIENDS OF LEBANON RECREATION ARTS & PARKS

PO BOX 369
LEBANON,NH03766 		NONE 501(C) TO PROVIDE THE CITY OF LEBANON WITH AN INCLUSIVE PLAYGROUND FOR ALL AGES. THE PLAYSPACE IS DESIGNED TO SERVE CHILDREN AGES 2-12 WITH A BROAD RANGE OF PHYSICAL ABILITIES. 2,000

FRIENDS OF VETERANS

28 FARMVU DRIVE SUITE 3
WHITE RIVER JUNCTION,VT05001 		NONE 501(C) MISSION OF PREVENTING HOMELESSNESS AMONG VETERANS LIVING IN NH AND VT 1,500

GALLERY AT THE VAULT

68 MAIN STREET
SPRINGFIELD,VT05156 		NONE 501(C) AN ANIMATION RESIDENCY AT ELM HILL SCHOOL IN SPRINGFIELD, VT WILL GIVE EVERY SECOND GRADER THE EXPERIENCE OF CREATING FIGURES AND SETS AS WELL AS FILMING AND NARRATING A PRODUCTION BASED ON A BOOK. 650

GOOD BEGINNINGS OF THE UPPER VALLEY

PO BOX 5054
WEST LEBANON,NH03784 		NONE 501(C) SUPPORTS THE EARLY LITERACY PROGRAM WHICH PROVIDES FREE BOOKS THAT THE VOLUNTEERS GIFT TO FAMILIES FOR BOTH BABY AND SIBLINGS. THEY ALSO SUPPLY BOOKS TO DARTMOUTH-HEALTH'S INTENSIVE CARE NURSERY FOR PARENTS TO READ TO THEIR HOSPITALIZED INFANTS AND FREE BOOKS TO LATER TAKE HOME. 1,000

GOOD NEIGHBOR HEALTH CLINIC

70 NORTH MAIN STREET
WHITE RIVER JUNCTION,VT05001 		NONE 501(C) HELP FUND THE BUILDING RESTORATIONS FOR THE ROOF, ADDRESS THE BRICK OF THE BUILDING, AND SUPPORT PATIENT NEEDS. 2,500

GOT LUNCH NEWPORT

20 CHURCH ST
NEWPORT,NH03773 		NONE 501(C) SUPPLIES AND FOOD STUFFS TO SUPPORT THE PROGRAM 1,000

GREATER SPRINGFIELD VT AREA HABITAT FOR HUMANITY

19 PLUSS DRIVE
SPRINGFIELD,VT05156 		NONE 501(C) TO HELP RENOVATE NEWLY PURCHASED PROPERT. THE HOUSE IS STRUCTURALLY SOUND BUT HAS BEEN TRASHED ON THE INSIDE AND NEGLECTED ON THE OUTSIDE. IT IS ON THE TOWN "BLIGHT LIST". 2,000

GREEN MOUNTAIN CHILDREN'S CENTER

90 CHARLESTOWN ROAD
CLAREMONT,NH03743 		NONE 501(C) TO ENHANCE THE EARLY LITERACY CURRICULUM BY PURCHASING TWO CURRICULUM PROGRAMS. PROGRAMS INCLUDE, FUNDATIONS AND HEGGERTY PHONEMIC AWARENESS PROGRAM, BECAUSE THEY ARE SUCCESSFULLY BEING USED BY THE CLAREMONT SCHOOL DISTRICT. THIS WILL CREATE A SEAMLESS TRANSITION FOR OUR STUDENTS AS THEY ENTER THE SCHOOL SYSTEM. 1,000

HEALTH CARE AND REHABILTATION SERVICES OF SOUTHEASTERN VERMONT

390 RIVER ST
SPRINGFIELD,VT05156 		NONE 501(C) TO COMBAT HOMELESSNESS DURING HARSH VERMONT WINTERS. HCRS SERVES VULNERABLE INDIVIDUALS, OFFERING MENTAL HEALTH, SUBSTANCE USE, AND DEVELOPMENTAL DISABILITY SUPPORT. 1,000

HOME HEALTHCARE HOSPICE AND COMMUNITY SERVICES INC

312 MARLBORO STREET PO BOX 564
KEENE,NH03431 		NONE 501(C) TO PURCHASE PERSONAL SAFETY DEVICES FOR HCS FIELD STAFF TO CALL FOR EMERGENCY ASSISTANCE FOR THEIR CLIENTS AND THEMSELVES. 500

HOMETOWN HERO OUTDOORS

14 RED CHIMNEY ROAD
WARNER,NH03278 		NONE 501(C) TO PURCHASE A PROFESSIONAL WRAP TO NOT ONLY PRESERVE AND PROTECT THE TRAILER PURCHASED LAST YEAR BUT ALSO USE IT AS A ROLLING BILLBOARD FOR HHO FOR EVERYONE TO SEE. 2,000

LIBRARY ARTS CENTER

58 N MAIN ST
NEWPORT,NH03773 		NONE 501(C) FOR THE CREATION AND INSTALLATION OF A MURAL IN DOWNTOWN NEWPORT 1,500

LIL'IGUANA'S CHILDREN SAFETY FOUNDATION

3 BUD WAY 19
NASHUA,NH03063 		NONE 501(C) TO SUPPORT THE LIL' IGUANA'S READING CHALLENGE, DESIGNED TO SPARK A LOVE FOR LITERACY AND EMPOWER YOUNG MINDS WHILE MAKING READING AN ENJOYABLE AND EDUCATIONAL EXPERIENCE FOR CHILDREN. DURING THIS PROJECT 600 COPIES OF LIL IGUANAS READ ALONG STORYBOOK A GIFT FROM THE HEART WILL BE DISTRIBUTED TO CHILDREN IN HEAD START CENTERS, ELEMENTARY SCHOOLS, LIBRARIES, AND COMMUNITY SPACES IN SULLIVAN & GRAFTON COUNTY. 1,000

LUND

50 JOY DRIVE
SOUTH BURLINGTON,VT05403 		NONE 501(C) TO ENABLE LUND TO PROVIDE UP TO 50 OF THE FAMILIES IT SERVES IN THE WINDSOR COUNTY AREA WITH PASSES OR FUNDING TO PARTICIPATE IN ACTIVITIES, THIS MAY ALSO INCLUDE A MEAL OR GAS MONEY, DEPENDING ON THE NATURE OF THE ACTIVITY AND DISTANCE FROM THE FAMILYS HOME. 1,000

MAYNARD HOUSE

17 SOUTH ST
HANOVER,NH03755 		NONE 501(C) TO SUPPORT THIER INVOLVEMENT WITH DARTMOUTH-HITCHCOCK MEDICAL CENTER'S REST EASY PROGRAM, WHICH SUPPORTS PATIENTS AND THEIR SUPPORTS WHO SOMETIMES TRAVEL FAR DISTANCES TO ACCESS HEALTHCARE. 1,000

MERIDEN COMMUNITY CAMP

PO BOX 187
MERIDEN,NH03770 		NONE 501(C) CAMPER SCHOLARSHIP PROGRAM 2,000

NEW LONDON BARN PLAYHOUSE

84 MAIN ST
NEW LONDON,NH03257 		NONE 501(C) TO SUPPORT IMPROV FOR BYSTANDERS, A COLLABORATION WITH TURNING POINTS NETWORK (CLAREMONT, NH) TO INTEGRATE IMPROVISATIONAL THEATRE INTO THEIR HEALTHY RELATIONSHIPS PROJECT, WHICH HELPS SCHOOLS MEET THE NH LAW THAT REQUIRES THEM TO INCORPORATE HEALTHY RELATIONSHIPS AND SEXUAL VIOLENCE PREVENTION INSTRUCTION INTO THE CURRICULUM. 2,000

NEWPORT MONTESSORI SCHOOL

96 PINE STREET
NEWPORT,NH03773 		NONE 501(C) TO SUPPORT THE NEWPORT MONTESSORI SCHOOL WITH THE TUITION ASSISTANCE PROGRAM (TAP|),TO HELP FAMILIES WHO WANTED THE NEWPORT MONTESSORI SCHOOL EDUCATION FOR THEIR STUDENT, BUT FACED DIFFICULTIES FINANCIALLY. 1,000

NEWPORT SENIOR CENTER INC DBA SULLIVAN COUNTY NUTRITION SERVICES

PO BOX 387
NEWPORT,NH03773 		NONE 501(C) TO HELP FUND THE MEALS-ON-WHEELS PROGRAM 1,500

PATHWAYS OF THE RIVER VALLEY

654 MAIN STREET
CLAREMONT,NH03743 		NONE 501(C) TO SUPPORT THE ORGANIZATION IN PROVIDING A FUNCTIONAL SUNROOM AND AN OUTDOOR PAVILION FOR RESIDENTS AND GUESTS. 1,000

RICHARDS FREE LIBRARY

58 N MAINT ST
NEWPORT,NH03773 		NONE 501(C) TO UPDATE EARLY LITERACY KITS, FOR CHILDREN'S NON-FICTION AND REFERENCE BOOKS, AND FOR CHILDREN'S FICTION RANGING FROM BOARD BOOKS FOR INFANTS, PICTURE BOOKS, AND CHAPTER BOOKS FOR ELEMENTARY-AGED READERS. 2,000

RICHARDS SCHOOL PTO

21 SCHOOL ST
NEWPORT,NH03773 		NONE 501(C) FOR SUPPLIES TO DONATE TO EACH CLASSROOM TO BENEFIT STUDENTS THAT MAY NOT NECESSARILY FIT INTO THE SCHOOL BUDGET. FROM COLORING SUPPLIES, READING MATERIALS, SPECIALIZED FURNITURE, ELECTRONICS, AND MUCH MORE. 1,000

ROGUE ROBOTS OF 4H

279 BIBLE HILL RD
CLAREMONT,NH03743 		NONE 501(C) TO REPLACE OUTDATED AND FAILING 3D PRINTER, AND TO START A FIRST LEGO LEAGUE EXPLORE PROGRAM FOR STUDENTS AGE 6-10. 500

SAFEART INC

292 VT-110
CHELSEA,VT05038 		NONE 501(C) TO SUPPORT SAFEART'S YOUTH EMPOWERMENT PROGRAM FOCUSES ON ADVOCACY, EDUCATION, AND TRAINING FOR YOUTH INTERESTED IN FOSTERING INDIVIDUAL AND COMMUNAL GROWTH. ADDRESSING THE CRITICAL NEED FOR WELL-BEING AND SOCIAL JUSTICE PROGRAMMING FOR YOUTH IN VERMONT, THE PROGRAM WILL COMBINE TRAUMA-INFORMED TRAININGS, HEALING ARTS, AND ADVOCACY TO EDUCATE AND EMPOWER HIGH SCHOOL STUDENTS 1,000

SERVICE CORPS OF RETIRED EXECUTIVES

35 MANCHESTER RD SUITE 11A PMB 279
DERRY,NH03038 		NONE 501(C) TO SUPPORT BUSINESS MENTORING AND WORKSHOP PROGRAM, TO ASSIST START-UPS AND IN BUSINESS ORGANIZATIONS IN NEW HAMPSHIRE THROUGH BUSINESS MENTORING AND WORKSHOPS PRESENTED BY CHAPTER VOLUNTEERS. 1,000

SILSBY FREE PUBLIC LIBRARY

226 MAIN ST
CHARLESTOWN,NH03603 		NONE 501(C) TO SUPPORT THE SUMMER READING KICK-OFF EVENT FOR THE 2024 PROGRAM. 1,000

SPARK COMMUNITY CENTER

59 HANOVER STREET
LEBANON,NH03766 		NONE 501(C) TO SUPPORT A DROP-IN COMMUNITY CENTER WHERE INDIVIDUALS WITH SPECIAL NEEDS CAN FEEL WELCOME AT ALL TIMES AND FIND SOCIAL AND EDUCATIONAL PROGRAMMING THAT FOCUSES ON INDEPENDENCE, ENCOURAGING PARTICIPANTS TO LEAD HAPPY AND FULFILLING LIVES WITHIN THE UPPER VALLEY. 1,000

SPRINGFIELD AREA PARENT CHILD CENTER

80 JACK AND JILL LANE
NORTH SPRINGFIELD,VT05150 		NONE 501(C) TO HELP THEM SUPPORT PARENTS TO BUILD THEIR CONFIDENCE, PARTICULARLY FOR PREGNANT AND PARENTING TEENS, AND HELP THEM ACCESS EDUCATION FROM EARLY CHILDHOOD THROUGH HIGH SCHOOL COMPLETION. THEY FOSTER ECONOMIC INDEPENDENCE, COMBAT GEOGRAPHIC ISOLATION AND LOW INCOME BARRIERS, AND SUPPORT WOMEN AND FAMILIES BY BEING ADVOCATES FOR EQUAL PAY FOR WOMEN. ALL OF PROGRAMS ARE AVAILABLE TO THE COMMUNITY AT NO COST. 1,500

SPRINGFIELD FAMILY CENTER INC

365 SUMMER ST
SPRINGFIELD,VT05156 		NONE 501(C) PROVIDE ACCESSIBLE FOOD SHELF AND NUTRITIOUS COMMUNITY MEALS PROGRAM TO THOSE FACING ADVERSITY 2,000

SPRINGFIELD HUMANE SOCIETY INC

401 SKITCHEWAUG TRAIL
SPRINGFIELD,VT05156 		NONE 501(C) TO SUPPORT THE FUND THAT COVERS VETERINARIAN COSTS TO HELP FAMILIES TO AFFORD MEDICAL CARE FOR THEIR BELOVED PET. WHETHER THIS IS ROUTINE, EMERGENCY OR END OF LIFE CARE, THEY HOPE TO HELP TAKE SOME OF THE BURDEN OFF PET OWNERS, BY OFFERING AN ASSISTANCE PROGRAM FOR VETERINARY COSTS. COMBINED WITH OTHER LOW COST SERVICES FOR PET WELLNESS, THIS FUND WILL HELP TO ENSURE OUR COMMUNITY MEMBERS ARE ABLE TO GIVE THEIR PET THE BEST CARE POSSIBLE. 500

SPRINGFIELD ON THE MOVE

96-A MAIN STREET
SPRINGFIELD,VT05156 		NONE 501(C) SUPPORT TO CREATE A SECURE AND INTIMATE PUBLIC SEASONAL GREENSPACE ADJACENT TO THE LIBRARY AND OVERLOOKING THE BLACK RIVER. THE SPACE IS CURRENTLY OVERGROWN WITH VEGETATION, HAS A DILAPIDATED CHAIN LINK FENCE, NO LIGHTING, AND ATTRACTS PEOPLE WHO MAKE POOR BEHAVIOR CHOICES. 1,000

SPRINGFIELD SCHOOLS PTA

43 UNION STREET
SPRINGFIELD,VT05156 		NONE 501(C) TO OFFER FUNDING FOR THE SNACK TOTE INITIATIVE, WHICH SUPPORTS K-5 STUDENTS WHO FACE FOOD INSECURITY. SSPTA PROVIDES A MONTHLY DELIVERY OF HEALTHY SCHOOLDAY SNACKS TO ELM HILL AND UNION STREET SCHOOLS FOR STUDENTS WHOSE FAMILIES DO NOT OR CANNOT PROVIDE ONE FOR THEM. 2,000

STEVENS HIGH SCHOOL BASEBALL

175 BROAD STREET
CLAREMONT,NH03743 		NONE 501(C) TO BUILD ITS FIRST EVER BATTING CAGE AT HISTORIC BARNES PARK. STEVENS HIGH SCHOOL IS THE LONE PROGRAM IN ITS DIVISION WITHOUT THIS CRITICAL TRAINING TOOL. 1,000

SULLIVAN COUNTY HUMANE SOCIETY

PO BOX 111
CLAREMONT,NH03743 		NONE 501(C) TO SUPPORT; THE TNR PROGRAM, TO HELP WITH THE OVER POPULATION OF CATS IN OUR AREA AND THE FIX-THE-MOM PROGRAM OUR GOAL IS TO HELP WITH THE UNWANTED BIRTH OF THOUSANDS OF KITTENS.TO SUPPORT THE PET FOOD BANK TO KEEP PETS FROM BEING SURRENDERED TO US AND KEEPING THEM WHERE THEY BELONG....WITH THEIR FAMILY. TO SUPPORT THE SPAY AND NEUTER PROGRAM AND SPONSOR-A-SPAY PROGRAM. 1,000

SUSTAINABLE WOODSTOCK

PO BOX 611
WOODSTOCK,VT05091 		NONE 501(C) TO SUPPORT THEM IN THIER EFFORTS TO ADDRESS FOOD INSECURITY WHILE SUPPORTING THE COMMUNITY IN FLOOD RECOVERY. 1,500

THE CORNISH VOLUNTEER FIRE DEPARTMENT

488 TOWNHOUSE ROAD
CORNISH,NH03745 		NONE 501(C) TO PURCHASE A SET OF BATTERY POWERED CHAINSAW AND LEAF BLOWER KITS. 500

TLC FAMILY RESOURCE CENTER

62 PLEASANT STREET PO BOX 1098
CLAREMONT,NH03743 		NONE 501(C) TO EXPAND PROGRAMMING AND PROVIDE CONCRETE SUPPORTS TO ALL PARTICIPATING FAMILIES IN THE SULLIVAN AND GRAFTON COUNTIES TO ENSURE THAT ALL OF THESE FAMILIES WILL HAVE ACCESS TO THESE VITAL RESOURCES. 3,000

TURNING POINT RECOVERY CENTER OF SPRINGFIELD

7 MORGAN STREET
SPRINGFIELD,VT05156 		NONE 501(C) TO SUPPORT THE PROPOSED PROJECT THAT WILL SUPPORT THE ACTIVITIES AND INVOLVEMENT OF OF TURNING POINT RECOVERY CENTER LEADERSHIP AND STAFF IN THE PROJECT ACTION COMMUNITY COALITION. 1,000

TURNING POINTS NETWORK

231 BROAD STREET
CLAREMONT,NH03743 		NONE 501(C) TO CREATE A SECOND AND STEPWISE PROGRAM THAT WILL BUILD ON WHAT PARTICIPANTS LEARNED LAST YEAR 3,500

TWINSTATE MAKERSPACES INC

PO BOX 100
LEBANON,NH03766 		NONE 501(C) TO SUPPORT PROJECT THAT WILL FULLY EQUIP THE CLAREMONT MAKERSPACE MACHINE SHOP WITH REQUIRED PARTS AND MEASUREMENT TOOLS SO THAT CLASSES CAN BE OFFERED ON THE LATHE, GRINDER, AND MILL MACHINES, IN ADDITION TO FUNDAMENTAL CLASSES ON MEASUREMENT FOR MACHINING. 500

UPPER VALLEY HABITAT FOR HUMANITY

PO BOX 1038
WHITE RIVER JUNCTION,VT05001 		NONE 501(C) TO BUILD 8 UNITS, CONSISTING OF TWO SINGLE FAMILY HOMES AND THREE DUPLEXES ON 2.4 ACRES ON ADJOINING LOTS LOCATED IN WEATHERSFIELD VERMONT ON LAND THEY CURRENTLY OWN. 2,000

UPPER VALLEY HAVEN

713 HARTFORD AVENUE
WHITE RIVER JUNCTION,VT05001 		NONE 501(C) PROVIDE ON-GOING, RELIABLE ACCESS TO HEALTHY GROCERIES AND PREPARED MEALS TO ANYONE IN NEED 4,000

UPPER VALLEY HUMANE SOCIETY

300 OLD ROUTE 10
ENFIELD,NH03748 		NONE 501(C) TO HELP FUND REDUCED COST SPAY/NEUTER CLINICS, PROVIDED THREE TIMES EACH MONTH. 1,000

VALLEY COURT DIVERSION PROGRAMS

211 NORTH MAIN STREET PO BOX 474
WHITE RIVER JUNCTION,VT05001 		NONE 501(C) TO SUPPORT THE ORGANIZATION AND ITS MISSION 1,000

VALLEY REGIONAL HOSPITAL

243 ELM STREET
CLAREMONT,NH03743 		NONE 501(C) TO HELP FUND THEM TO FACILITATE ACCESS TO MEDICAL APPOINTMENTS FOR INDIVIDUALS WHO WOULD OTHERWISE MISS THEM. THIS INITIATIVE WILL DIRECTLY IMPACT THE HEALTH OUTCOMES OF VULNERABLE POPULATIONS, ENSURING THEY RECEIVE TIMELY MEDICAL CARE AND SUPPORT. 1,000

WE R HOPE INC

200 LOWER BARTONSVILLE ROAD
CHESTER,VT05143 		NONE 501(C) TO SUPPORT THE YOUTH WELLNESS RETREAT PROGRAM 1,000

WEST CENTRAL BEHAVIORAL HEALTH - YOUTH CAN

85 MECHANIC STREET SUITE C2-1 BOX
A-10
LEBANON,NH03766 		NONE 501(C) TO ASSIST IN FUNDING YOUTH ACTION CLUB LEADERS FOR BOTH CLAREMONT & NEWPORT CLUBS 3,000

WILLING HANDS

198 CHURCH STREET
NORWICH,VT05055 		NONE 501(C) TO ADDRESS RISING FOOD INSECURITY IN OUR REGION, WILLING HANDS IS INCREASING OUR FOOD RECOVERY EFFORTS IN ORDER TO EXPAND THE AMOUNT OF AVAILABLE FRESH FOOD. SUPPORT FROM CLAREMONT SAVINGS BANK WILL ENABLE US TO BUILD PARTNERSHIPS WITH ADDITIONAL FOOD DONORS SO THAT WE CAN INCREASE THE FRESH FOOD SUPPLY THAT IS AVAILABLE TO OUR NEIGHBORS IN NEED. 1,500

WINDHAM AND WINDSOR HOUSING TRUST SASH PROGRAM

7 UNION ST
WINDSOR,VT05089 		NONE 501(C) TO START MORE EXERCISE PROGRAMMING SUCH AS TAI CHI, BONE BUILDERS, MATTER OF BALANCE AND WALK WITH EASE. 500

WINDSOR COUNTY MENTORS

PO BOX 101
WINDSOR,VT05089 		NONE 501(C) TO EXPAND THE EXISTING COMMUNITY PROGRAM IN CLAREMONT AND NEWPORT AND, AT THE SAME TIME, TO ROLL OUT A SCHOOL PROGRAM IN AT LEAST FIVE SCHOOLS SYSTEMS 1,500

WISE

38 BANK STREET
LEBANON,NH03766 		NONE 501(C) FUNDING FOR THE WISE HOUSING PROGRAM 3,500

WOMEN'S HEALTH RESOURCE CENTER

9 HANOVER STREET
LEBANON,NH03766 		NONE 501(C) TO CONTRIBUTE TO REDUCING FOOD INSECURITY IN OUR COMMUNITIES BECAUSE THEY KNOW THE POSITIVE IMPACT THAT PROPER NUTRITION CAN HAVE ON AN INDIVIDUALS OVERALL HEALTH AND WELL-BEING. THEY ARE COMMITTED TO MAKING A DIFFERENCE BY PROVIDING MOMS MEALS, MEDICALLY TAILORED MEALS THAT ARE FULLY PREPARED, REFRIGERATED, HOME-DELIVERED MEALS. 2,000

UPPER VALLEY MUSIC CENTER

PO BOX 826 8 SOUTH PARK STREET
LEBANON,NH03766 		NONE 501(C) TO LAUNCH NEW INITIATIVE IN A WAY THAT IS AFFORDABLE FOR FAMILIES WITH LIMITED MEANS. THIS PROGRAM WILL BENEFIT STUDENTS BY PROVIDING HIGH QUALITY MUSIC INSTRUCTION AND THE OPPORTUNITY TO BUILD COMMUNITY DURING THE SUMMER MONTHS, AS WELL AS AN EXCITING OPPORTUNITY TO PERFORM AT THE FREE COMMUNITY FESTIVAL. 1,000
Total .................................right arrow 3a 115,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 33  
4 Dividends and interest from securities ....     14 38,959  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 29,600  
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 68,592 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
68,592
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 InvestmentsCorpStockSchedule
Name:
CLAREMONT SAVINGS BANK FOUNDATION
EIN:
33-1014741
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 135,615 215,258
ALTRIA GROUP 34,350 54,660
AT & T 45,787 38,220
EATON CORP 214,826 460,919
KINDER MORGAN DELAWARE 62,829 33,779
MICROSOFT 143,395 493,880
MORGAN STANLEY 132,366 189,520
QUALCOMM INC 193,344 320,679

TY 2023 OtherExpensesSchedule
Name:
CLAREMONT SAVINGS BANK FOUNDATION
EIN:
33-1014741
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WIRE TRANSFER FEE 25 0   0
CHANGE IN COST BASIS 1,321 0   0


TY 2023 TaxesSchedule
Name:
CLAREMONT SAVINGS BANK FOUNDATION
EIN:
33-1014741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE FEE 75 0   0
ESTIMATED TAX PMTS 2,000 0   0