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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
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$2,053,417J 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) 108,199
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,166 1,166  
4 Dividends and interest from securities... 39,194 39,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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........ 148,559 40,360  
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
513 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
96 0   96
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 609 0   96
25 Contributions, gifts, grants paid....... 125,000 125,000
26 Total expenses and disbursements. Add lines 24 and 25 125,609 0   125,096
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,950
b Net investment income (if negative, enter -0-) 40,360
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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.............      
2 Savings and temporary cash investments......... 13,802 36,749 36,749
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)....... 962,512 Click to see attachment
List of Attached Documents:
// Content
2,016,668 		2,016,668
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) 976,314 2,053,417 2,053,417
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........ 976,314 2,053,417
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)..... 976,314 2,053,417
30 Total liabilities and net assets/fund balances (see instructions). 976,314 2,053,417
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
976,314
2
Enter amount from Part I, line 27a .....................
2
22,950
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,054,153
4
Add lines 1, 2, and 3 ..........................
4
2,053,417
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
2,053,417
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
b
c
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
b
c
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
b
c
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  
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) 1 561
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........................... 3 561
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- ..... 5 561
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 960
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.............. 7 960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 10 399
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow399 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 1600ClaremontNC 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Brandy Blackinton Trustee
0.50 		0 0 0
PO Box 1600
Claremont,NH037431600
Andre Lafreniere Trustee
0.50 		0 0 0
PO Box 1600
Claremont,NH037431600
Kathy Hubert Trustee
0.50 		0 0 0
PO Box 1600
Claremont,NH037431600
Sera Gray Trustee
0.50 		0 0 0
PO Box 1600
Claremont,NH037431600
Tammy Bergeron Trustee
0.50 		0 0 0
PO Box 1600
Claremont,NH037431600
Lynn Smith Manager
0.10 		0 0 0
PO Box 1600
Claremont,NH037431600
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 (2024)
Form 990-PF (2024)
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  
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 (2024)
Form 990-PF (2024)
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
1,826,254
b
Average of monthly cash balances.......................
1b
65,109
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,891,363
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
1,891,363
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
28,370
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,862,993
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
93,150
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
93,150
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
561
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
561
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
92,589
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
92,589
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
92,589
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
125,096
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
125,096
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 92,589
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 47,043
c From 2021...... 34,285
d From 2022...... 163,171
e From 2023...... 37,238
f Total of lines 3a through e ........ 281,737
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 125,096
a Applied to 2023, 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 2024 distributable amount..... 92,589
e Remaining amount distributed out of corpus 32,507
5 Excess distributions carryover applied to 2024. 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 5 314,244
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		314,244
10 Analysis of line 9:
a Excess from 2020.... 47,043
b Excess from 2021.... 34,285
c Excess from 2022.... 163,171
d Excess from 2023.... 37,238
e Excess from 2024.... 32,507
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Brandy Blackinton
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 awared 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 Hamphire and Vermont. Size of grants generally range from $500 to $5,000.
Form 990-PF (2024)
Form 990-PF (2024)
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 Program

169 Main Street suite 211
Claremont,NH03743 		  PC Purchase laundry cards, community center passes and essential toiletries to assist families in need 2,500

Best Buddies in New Hampshire

3 Executive Park Drive Suite 211
Claremont,NH03743 		  PC Grant will support the launch of two new school friendship chapters 1,000

Black River Innovation Campus

60 Park Street
Springfield,VT05156 		  PC Grant will help renovate a downtown storefront into a dynamic STEAM and entrepreneurship innovation hub 2,500

Bugbee Senior Center

262 North Main Street
White River Junction,VT05001 		  PC Grant funding will support Locally Yours, a seasonal program that provides free locally grown produce to seniors. 1,500

Carter Community Building Association

1 Taylor Street
Lebanon,NH03766 		  PC Grant will support the After School Program and provide scholarships for low-income families 1,000

Charlestown Area PTA

84 East Street Ext
Charlestown,NH03603 		  PC Purchase a popcorn machine and ice maker for school concession events 1,000

Children's Center of the Upper Valley

178 Mechanic St
Lebanon,NH03766 		  PC Support the addition of natural outdoor materials, climbing logs, garden spaces and sand areas to encourage exploration and sensory play. 2,000

Claremont Community Television Inc

111 South Street
Claremont,NH03743 		  PC Funding will support a series of three educational sessions to guide community members, municipal departments, and nonprofits, especially those with limited resources, in creating and recording effective Public Service Announcements. 1,500

Claremont Learning Partnership

169 Main Street
Claremont,NH03743 		  PC The grant will sustain and expand the One-4-All Child Care Centers Diaper and Food Project, ensuring every child receives essential nutrition and hygiene support without placing additional financial strain on families. 3,000

Claremont Opera House Inc

58 Opera House Square
Claremont,NH03743 		  PC Funds will support the purchase of three 4K digital display kiosks. 3,750

Claremont Senior Center Inc

5 Acer Heights Rd
Claremont,NH03743 		  PC Funding will be used to replace a small chest freezer with a reach-in freezer and to purchase a new refrigerator. 2,500

Claremont Soup Kitchen

51 Central Street
Claremont,NH03743 		  PC The grant will be used to replace the existing rooftop air conditioning system. 4,500

Claremont NH Historical Society & History Museum

26 Mulberry St
Claremont,NH03743 		  PC Grant funds will cover speaker fees, programming, contests, and event costs. 800

Community Dental Care of Claremont

1 Tremont St
Claremont,NH03743 		  PC The grant will support the expansion by funding additional dental supplies and instruments. 4,000

Cornish Community Initiative

PO Box 123
Cornish Flat,NH03745 		  PC This grant will fund the renovation of the former Cornish Store into a new library and community center. 5,000

Cover Home Repair

158 South Main Street
White River Junction,VT05001 		  PC Funds will support the Ramps and Roofs Campaign, which raises money annually to provide critical home repairs for low-income households. 2,500

David's House

461 Mount Support Road
Lebanon,NH03766 		  PC Funding will be used to relocate thermostat controls from floor level to shoulder height in guest rooms. 1,000

Dismas of Vermont for Hartford House

PO BOX 174
Hartford,VT05047 		  PC Grant will fund essential items for newcomers at the Hartford house, including clothing, hygiene supplies, bedding, and healthcare access. 1,000

First Congregational Church Claremont NH

72 Pleasant Street
Claremont,NH03743 		  PC The grant will support a new English language program for immigrant adults, addressing the lack of accessible, community-based ESL instruction. 1,000

Got Lunch Newport

20 Church St
Newport,NH03773 		  PC This support ensures ongoing assistance to families by providing groceries every other Monday throughout summer vacation and holidays. 1,200

Grafton County Senior Citizens Council

10 Campbell Street
Lebanon,NH03766 		  PC The grant will help replace the refrigeration unit at the Lebanon center kitchen to ensure food safety and maintain meal quality. 2,200

Greater Springfield VT Area Habitat for Humanity

19 Pluss Dr
Springfield,VT05156 		  PC Funds will support GSVAHFHs two-year project, facilitating yard cleanup, house gutting, renovations, and essential infrastructure improvements to transform a neglected property into a safe, habitable home for a deserving family in the Springfield area. 1,000

Green Mountain Children's Center

90 Charlestown Road
Claremont,NH03743 		  PC The grant will allow the addition of new enrichment programs at no additional cost to families. 1,000

Health Care & Rehabilitation Services

390 River Street
Springfield,VT05156 		  PC Funds will establish the CSB Discretionary Fund, a flexible resource for case managers and care coordinators to help clients access essentials such as birth certificates, hygiene products, winter clothing, and medication co-pays. 2,000

Hike for Mental Health

158 Appletree Road
Auburn,NH03032 		  PC Grant funds will cover the cost of a Cog Railway car, making the event accessible to participants unable to make the physical climb and ensuring inclusivity in their largest yearly event. 500

Hometown Hero Outdoors

14 Red Chimney Road
Waner,NH03278 		  PC Funding will support maintenance of the equipment trailer, including tires, lighting, generator upkeep, and other essential items such as portable coolers, picnic tables, and camp chairs. 1,000

Junction Arts & Media

5 South Main Street 1st Floor
White River Junction,VT05001 		  PC Grant funds will support the production and presentation of the 21st annual White River Indie Film Festival (WRIF 2026). 1,000

Kroka Expeditions Inc and TC's Pantry LLC

767 Forest Rd
Marlow,NH03456 		  PC Grant funds will help ensure the 2nd Annual Claremont Cooking & Climbing program is accessible to youth from all income levels. 2,000

Library Arts Center

58 N Main St
Newport,NH03773 		  PC Funds will support the continuation and expansion of free community arts initiatives, including a family-friendly performance series, drop-in art projects, art activities at the Newport Farmers Market, and monthly take-home art kits. 1,000

Listen Community Services

60 Hanover St
Lebanon,NH03766 		  PC This grant will help LISTEN purchase essential food items to ensure they can respond to every community member seeking assistance amid increasing need. 2,000

Meriden Community Camp co Meriden Congregational Church

PO Box 187
Meriden,NH03770 		  PC The grant will provide scholarships so that all children can attend camp, regardless of their familys financial situation. 2,500

New Hampshire Catholic Charities Inc dba New Hampshire Food Bank

700 East Industrial Park Drive
Manchester,NH031095622 		  PC The grant will help purchase nutritious food, providing vital support to children in need across six communities. 3,000

Newport Montessori School

96 Pine Street
Newport,NH03773 		  PC Grant funds will contribute towards bringing the Nature On Wheels (NOW) program to students. 800

Newport NH Historical Society

20 Central Street
Newport,NH03773 		  PC This grant will help replace aging computers to continue providing historical book tours electronically. 400

NH Jumptart Coalition

51 Jefferson Drive
Hillsboro,NH03244 		  PC Grant funds will support this program by providing educational materials and expanding outreach to reach more students across the state. 1,000

Northern Stage Company

76 Gates St
White River Junction,VT05001 		  PC Grant funds will support the development and production of their plays, workshops, rehearsals, and performances expected to reach more than 7,000 audience members. 1,000

On Solid Ground

80 Calavant Hill Road
Charlestown,NH03603 		  PC Funding will support the development of a new transitional living facility in Charlestown, NH, designed for youth aging out of foster care or at risk of homelessness in Sullivan County. 5,000

Our Town Paper

590 Wheeler Rand Rd
Charlestown,NH03603 		  PC Funding will support the purchase of new laptops and updated software, replacing outdated equipment. 1,000

PathWays of the River Valley

654 Main Street
Claremont,NH03743 		  PC The grant will support a kitchen remodel that enhances accessibility and fosters independence for residents by improving both the physical space and emotional well-being. 2,500

Claremont Police Department

58 Opera House Sq
Claremont,NH03743 		  PC Funding will support the camps three-part program: Academic, Adventure, and Community Service. This includes a new STEM component and a Healthy Bodies, Healthy Choices unit that promotes positive peer interaction, decision-making, and mental wellness. 2,500

Richards School

21 School Street
Newport,NH03773 		  PC Grant funds will support Project R.A.B.B.I.T. (Read A Book Because Its Terrific), a long-running literacy program that provides each student and teacher at Richards Elementary with at least two new books annually. 1,500

Rogue Robots of 4H

24 Main St
Newport,NH03773 		  PC Funds will be used to purchase laptops that enable students to participate in competitions such as the First Lego League, RECF Aerial Drone Competition, and SeaPerch. 2,000

Second Growth

205 Billings Farm Road 1-B1
White River Junction,NH050015400 		  PC Grant funding will support free registration and operations for two weeks of summer camp in Claremont NH, and Hartford and Bethel VT, ensuring cost and transportation are not barriers to participation. 1,000

Senior Solutions

38 Pleasant Street
Springfield,VT05156 		  PC Grant funding will help cover the costs of delivering and maintaining vital meal programs. 2,000

Silsby Free Public Library

226 Main St
Charlestown,NH03603 		  PC Funds will be used to upgrade the outdoor space with new games, toys, garden features, and seating to enhance community engagement. 500

Springfield Area Parent Child Center

80 Jack and Jill Lane
N Springfield,VT05150 		  PC This grant will contribute to SAPCCs efforts by ensuring free access to their programs. 1,000

Springfield Family Center Inc

130 Springfield Plaza Road Suite 9
Springfield,VT05156 		  PC This grant will support SFCs ongoing efforts to combat food insecurity by strengthening their food shelf and meals programs. 3,750

Springfield Humane Society Inc

401 Skitchewaug Trail
Springfield,VT05156 		  PC The grant will support the Spay the Mom program, which provides essential care and vaccinations for dogs and cats to reduce overpopulation. 1,000

Springfield Medical Care Systems dba North Star Health

100 River Street
Springfield,VT05156 		  PC Grant funding will support the enhancement of the Springfield Health Center by outfitting rooms to better accommodate individuals with physical disabilities and mobility challenges, improving access and comfort for all patients. 3,000

Springfield Supported Housing Program

56 Main Street Suite 208
Springfield,VT05156 		  PC Grant funding will provide Welcome Baskets with essentials like utensils, bedding, hygiene products, and cleaning supplies, plus age-appropriate items for children. 2,500

Springfield Telescope Makers

PO Box 601
Springfield,VT05156 		  PC Grant funding will support the production of a full-length documentary highlighting the organizations century-long contributions to astronomy, optics, U.S. defense, and space technology. 800

Stevens High School

175 Broad Street
Claremont,NH03743 		  PC Grant funding will support the annual Futsal League, a new NFL Flag Football program, essential sports equipment, and an end-of-year trip for the top 10 members with the most community service hours. 2,000

Sugar River Valley Regional Technical Center

111 South Street
Claremont,NH03743 		  PC The grant funds were used to launch the SRVRTC Pop-Up Store, an innovative component of the Entrepreneurship program that provides students with hands-on experience in business operations. 2,500

Sullivan County Humane Society

14 Tremont St
Claremont,NH03743 		  PC Funds will support two programs, Fix the Mom and Shainas Safe Haven, which are designed to help pet owners keep their animals by providing temporary fostering and veterinary support during times of crisis. 1,000

Sustainable Woodstock

PO Box 611
Woodstock,VT05091 		  PC The grant will support the annual Window Dressers build, providing free insulating window inserts to low-income households to improve energy efficiency. 1,000

The Old Fort No 4 Associates Inc DBA The Fort at No 4

PO Box 1336
Charlestown,NH03603 		  PC Grant funds were used to support a critical project enhancing the visitor experience by renovating aging bathroom facilities to make them ADA accessible. 2,000

Therapeutic Works Inc

187 St Paul St Suite 100
Burlington,VT05401 		  PC The grant funded the expansion of trauma-informed therapeutic case management services, addressing critical service gaps for individuals involved in the criminal legal system. 1,000

Town of Charlestown Recreation Department

233 Main St
Charlestown,NH03603 		  PC Grant funds will be used to improve Patch Parks baseball and softball fields, which had not received proper maintenance or new materials for many years. 2,500

Turning Points Network

231 Broad Street
Claremont,NH03743 		  PC Funds will provide emergency essentials such as food, transportation, and communication for survivors during their first month of recovery. 3,000

TwinState MakerSpaces Inc

46 Main St
Claremont,NH03743 		  PC The grant will support energy efficiency improvements at the Claremont MakerSpace through the installation of commercial-grade rolling blinds that reduce summer heat and winter heat loss. 2,500

Vital Communities

195 North Main Street
White River Junction,VT05001 		  PC Grant funds will support the E-Bikes Everywhere! initiative, expanding e-bike access and infrastructure from Windsor County into Sullivan and Grafton Counties to promote affordable, accessible, and sustainable transportation. 1,000

Wags N Wiggles Rescue

51 John Stark Hwy
Newport,NH03773 		  PC The grant will fund essential improvements to their facility, including enhanced safety barriers between kennels and repairs to worn walls, trim, and flooring. 1,000

West Central Behavioral Health

85 Mechanic St Suite C2-1 Box A-10
Lebanon,NH03766 		  PC Funding will be used to provide basic client needs, such as money for laundry, car maintenance, and recreation center passes. 3,000

West Central Behavioral Health

85 Mechanic St - West Central
Behavioral Health
Lebanon,NH03766 		  PC Funding will support their Childrens Program across offices in Newport, Claremont, and Lebanon, helping to meet basic client needs like laundry assistance, car maintenance, and access to recreational opportunities. 3,000

West Claremont Center for Music and the Arts

56 Opera House Sq PO Box 902
Claremont,NH03743 		  PC The grant supports WCCMAs Youth Arts Enrichment (YAE) Initiative, helping expand visual arts programming with comic artist Wayne Carter and launching new music education offerings, including a rock band ensemble and a community choir. 1,000

WISE

38 Bank Street
Lebanon,NH03766 		  PC Grant funds will support WISEs Housing Program. 2,800
Total .................................right arrow 3a 125,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 1,166  
4 Dividends and interest from securities ....     14 39,194  
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 ............ 		         
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 40,360 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
40,360
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Claremont Savings Bank Foundation
 
Employer identification number

33-1014741
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Claremont Savings Bank Foundation
  		Employer identification number
33-1014741
Part I
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
Claremont Savings Bank
 
145 Broad Street
 
Claremont, NH03782

$ 100,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Claremont Savings Bank Foundation
  		Employer identification number

33-1014741
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
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Claremont Savings Bank Foundation
  		Employer identification number

33-1014741
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpStockSchedule
Name:
Claremont Savings Bank Foundation
EIN:
33-1014741
Name of Stock End of Year Book Value End of Year Fair Market Value
1255 shares of ABBVIE INC COM USD0.01 232,953 232,953
1200 shares of ALTRIA GROUP INC 70,356 70,356
2000 shares of AT&T INC COM USD1 57,880 57,880
1470 shares of EATON CORPORATION PLC 524,775 524,775
1700 shares of KINDER MORGAN INC COM USD0.01 49,980 49,980
1105 shares of MICROSOFT CORP 549,638 549,638
1950 shares of MORGAN STANLEY COM USD0.01 274,677 274,677
1610 shares of QUALCOMM INC 256,409 256,409

TY 2024 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
Registration Expense 75 0   75
Other Expense 21 0   21


TY 2024 OtherIncreasesSchedule
Name:
Claremont Savings Bank Foundation
EIN:
33-1014741
Description Amount
Unrealized Gain 144,278
Prior Year Adjustment 909,875


TY 2024 TaxesSchedule
Name:
Claremont Savings Bank Foundation
EIN:
33-1014741
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Taxes 513 0   0