MAJIC VERMONT FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MAJIC VERMONT FOUNDATION (EIN 45-2437081)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202641299349100204
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T23:26:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452437081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJIC Vermont Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MAJI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily Porter | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,411,509 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $28,187 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,817 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $354,908 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $354,908 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $617,753 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,798,604 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $617,753 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,000,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $975,478 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $62,767 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,767 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,743 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,775 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $68,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,070 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $145,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,545 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $666,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $666,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $811,583 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,545 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $734,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $189,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $907,933 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,167,915 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $726,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $726,573 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $622,849 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $589,506 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $591,652 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,006,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,670,422 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,093,284 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,797,236 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,986,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,411,509 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,797,236 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,986,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,797,236 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,986,501 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,797,236 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,986,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,797,236 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $189,265 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,986,501 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,986,501 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,798,604 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,180,851 | CostOrOtherBasisAmt |
| Gain Or Loss | $617,753 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $617,753 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $617,753 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,620 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,620 | SubtotalAmt |
| Tax Based On Investment Income | $12,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,520 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Bausch | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Sec | 1.0 | $0 | $0 | $0 |
| David Ignat | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Eleanor J Ignat | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Emily Porter | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $68,045 |
| Raymond James | |||||
| 195 Church Street 11th Floor | New Haven | CT | 06510 | Investment Mgmt | $62,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,763,362 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $725,281 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,488,643 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,488,643 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,196,313 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $959,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $959,816 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,620 | TotalTaxAmt |
| Distributable Before Adj | $947,196 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $947,196 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $947,196 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $734,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $734,070 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $947,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $686,419 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $734,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $686,419 | AppliedToYear1Amt |
| Applied To Current Year | $47,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $899,545 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David Ignat | ContributingManagerNm |
| Contributing Manager | Eleanor J Ignat | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADDISON COUNTY COMMUNITY ACTION GROUP INC | |||||||
| 282 BOARDMAN ST STE 1A | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $40,000 |
| ADDISON COUNTY COMMUNITY TRUST | |||||||
| 272 MAIN ST | VERGENNES | VT | 05491 | N/A | PC | General & Unrestricted | $10,000 |
| CENTER FOR CIVIC EDUCATION | |||||||
| 5115 DOUGLAS FIR RD STE J | CALABASAS | CA | 91302 | N/A | PC | General & Unrestricted | $30,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $60,000 |
| CHILDRENS LAW CENTER INCORPORATED | |||||||
| 250 MASSACHUSETTS AVE NW STE 350 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $80,000 |
| DON BOSCO CRISTO REY HIGHSCHOOL OF THE ARCHDIOCESE | |||||||
| 1010 LARCH AVE | TAKOMA PARK | MD | 20912 | N/A | PC | Building the Future Campaign | $50,000 |
| FOOD & FRIENDS INC | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $15,000 |
| GREATER DC DIAPER BANK | |||||||
| 8860 MONARD DR | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $12,500 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $110,000 |
| MIDDLEBURY AREA LAND TRUST | |||||||
| PO BOX 804 | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $5,000 |
| NOURISH NOW FOUNDATION INC | |||||||
| 405 E GUDE DR STE 211 | ROCKVILLE | MD | 20850 | N/A | PC | General & Unrestricted | $11,000 |
| UNITED WAY OF ADDISON COUNTY INC | |||||||
| PO BOX 555 | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $60,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $27,500 |
| VERMONT PUBLIC CO | |||||||
| 365 TROY AVE | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $120,000 |
| VTDIGGER-ORG | |||||||
| 89 MAIN ST STE 3 | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $5,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $666,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,187 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $354,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,000,848 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,000,848 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (100 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $14,916 | $24,933 |
| ABBVIE INC | $36,524 | $57,123 |
| AIA GROUP LTD ADR | $28,599 | $30,034 |
| AIRBUS GROUP | $54,471 | $96,321 |
| ALNYLAM PHARMACEUTICALS, INC | $14,624 | $21,075 |
| ALPHABET INC CL A | $24,998 | $165,890 |
| ALPHABET INC CL C | $1,734 | $17,887 |
| AMAZON COM | $19,237 | $117,718 |
| AMCAP FUND, INC., CLASS F-2 SH | $485,626 | $696,517 |
| AMERICAN FUNDAMENTAL INVESTORS | $500,321 | $738,543 |
| AMERICAN FUNDS SMALLCAP WORLD | $317,416 | $432,389 |
| AMGEN INC | $55,168 | $63,171 |
| APPLE INC | $26,266 | $152,242 |
| ASML HOLDING NV NY REG SHS | $71,298 | $140,152 |
| ASTRAZENECA PLC SP ADR | $49,266 | $90,551 |
| AT&T, INC | $22,842 | $19,947 |
| BAE SYSTEMS PLC | $33,396 | $65,945 |
| BERKSHIRE HATHAWAY INC. CLASS | $36,890 | $100,530 |
| BLACKROCK INC | $13,568 | $18,196 |
| BOEING CO | $114,951 | $136,568 |
| BROADCOM INC | $59,106 | $550,645 |
| CANADIAN NATURAL RESOURCES LTD | $49,556 | $54,939 |
| CAPITAL GROUP DIVIDEND VALUE | $38,389 | $68,864 |
| CAPITAL GROUP INTERNATIONAL EQ | $16,426 | $19,464 |
| CAPITAL GROUP INTERNATIONAL FO | $115,334 | $157,708 |
| CAPITAL GROUP NEW GEOGRAPHY EQ | $65,322 | $80,623 |
| CAPITAL WORLD GROWTH AND INCOM | $252,472 | $347,142 |
| CARRIER GLOBAL | $49,555 | $46,869 |
| CHEVRON CORP | $41,413 | $63,860 |
| CITIGROUP INC | $28,088 | $41,542 |
| CME GROUP, INC | $31,075 | $47,243 |
| CNX RESOURCES CORP | $11,873 | $33,424 |
| COSTCO WHOLESALE CORPORATION | $13,946 | $51,740 |
| CVS CAREMARK CORP | $28,279 | $38,331 |
| DAIICHI SANKYO CO LTD SPONSORE | $15,997 | $9,834 |
| DARDEN RESTAURANTS INC | $15,229 | $19,874 |
| DEUTSCHE TELE AG ADS | $17,173 | $15,958 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $16,423 | $20,341 |
| ELI LILLY & CO | $64,929 | $178,397 |
| EOG RESOURCES INC | $35,471 | $32,028 |
| ESSILOR INTL ADR | $26,013 | $29,308 |
| EXXON MOBIL CORP | $23,963 | $28,641 |
| FEDEX CORPORATION | $13,441 | $22,242 |
| FIRST ENERGY CORP | $19,401 | $22,340 |
| FIRST QUANTUM MINERALS LTD | $16,065 | $32,730 |
| FLUTTER ENTMT PLC ADR | $15,864 | $18,063 |
| GE VERNOVA | $4,699 | $64,050 |
| GENERAL ELECTRIC CO | $20,265 | $128,757 |
| GILEAD SCIENCES INC | $43,486 | $74,380 |
| GOLDMAN SACHS GROUP | $11,260 | $30,765 |
| HOME DEPOT INC | $43,828 | $103,574 |
| INTERNATIONAL BUSINESS MACHINE | $39,862 | $45,320 |
| INTERNATIONAL GROWTH & INCOME | $226,742 | $288,358 |
| ISHARES MSCI EMERGING MARKETS | $229,093 | $229,782 |
| ISHARES RUSSELL 2000 | $84,135 | $92,310 |
| ISHARES S&P GLOBAL HEALTHCARE | $34,125 | $43,927 |
| JOHNSON & JOHNSON | $22,127 | $29,801 |
| JP MORGAN CHASE | $78,225 | $220,721 |
| KEURIG DR PEPPER INC | $17,992 | $18,515 |
| LINDE PLC COM | $18,734 | $21,320 |
| LOCKHEED MARTIN CORP | $23,311 | $31,922 |
| LVMH MOET HENN UNSP | $68,014 | $84,152 |
| MASTERCARD INC | $8,458 | $22,264 |
| MCDONALD'S CORP | $13,144 | $21,700 |
| MEDTRONIC PLC | $15,912 | $17,579 |
| MERCADOLIBRE, INC | $42,648 | $44,314 |
| MICROSOFT CORP | $43,056 | $250,032 |
| MUENCHENER RUECKVERS | $17,095 | $17,714 |
| NATIONAL GRID TRANSCO PLC | $13,548 | $14,697 |
| NESTLE S.A | $171,858 | $167,531 |
| NETFLIX INC | $13,638 | $40,317 |
| NEW WORLD FUND, INC (F2) | $311,801 | $444,822 |
| NORDSON CP | $8,142,520 | $9,450,581 |
| NOVO NORDISK A S | $46,065 | $41,416 |
| NVIDIA CORP | $34,939 | $54,085 |
| PROCTER GAMBLE CO | $14,776 | $19,920 |
| PUBLICIS GROUPE S.A | $17,164 | $16,149 |
| RAYTHEON TECHNOLOGIES CORP | $61,137 | $113,891 |
| RESTAURANT BRANDS INTL | $13,882 | $13,168 |
| SAFRAN SA - UNSPON ADR | $31,810 | $47,616 |
| SALESFORCE.COM | $15,058 | $19,868 |
| SANOFI-AVENTIS SPONSORED ADR | $33,123 | $31,887 |
| SAP AKTIENGESELL ADS | $34,763 | $42,023 |
| SHELL ADR EACH REPRESENTING 2 | $17,033 | $17,268 |
| SHOPIFY INC | $16,090 | $49,418 |
| SIEMENS AG | $17,048 | $19,453 |
| SIMON PPTY GROUP INC | $7,893 | $8,885 |
| STANDARD CHARTERED | $17,099 | $27,055 |
| STARBUCKS CORP COM | $55,090 | $51,284 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $106,487 | $430,916 |
| THE COCA-COLA CO | $53,025 | $79,488 |
| THE GROWTH FUND OF AMERICA, IN | $544,247 | $802,821 |
| THERMO FISHER SCIENTIFIC INC | $21,753 | $22,599 |
| TOTALENERGIES SE | $33,589 | $40,168 |
| UBER | $18,486 | $22,552 |
| UNICREDIT SPA | $34,414 | $50,718 |
| UNITEDHEALTH GROUP INC | $83,701 | $86,819 |
| VERTEX PHARMCTLS INC | $35,562 | $39,896 |
| WASHINGTON MUTUAL INVESTORS FU | $491,077 | $674,300 |
| WISDOMTREE FLOATING RATE TREAS | $52,621 | $52,534 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $589,506 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $591,652 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $68,045 | $68,045 | |
| Bank Charges | $3 | $3 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $62,767 | Amt |
| Net Investment Income | $62,767 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $8,100 | |
| 990-PF Excise Tax for 2024 | $1,868 | |
| Foreign Tax Paid | $4,775 | $4,775 |