S & C HARVEST FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: S & C HARVEST FOUNDATION INC (EIN 20-0443423)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-14
IRS object ID: 202641349349104279
Schema version: 2025v4.0
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-14T16:09:39-04:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	811524923	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MARBLE TRAIL FINANCIAL	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	88 MAIN STREET	AddressLine1Txt
City	MIDDLEBURY	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05753	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	200443423	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	S & C HARVEST FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	S&CH	BusinessNameControlTxt
Phone	8024622260	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2504 N BINGHAM ST	AddressLine1Txt
City	CORNWALL	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05753	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	CHARLES W GRIGG	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8024622260	PhoneNum
Signature	2026-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	AMY COOGLER CPA	PreparerPersonNm
PTIN	P01770461	PTIN
Phone	8023886300	PhoneNum
Preparation	2026-05-12	PreparationDt

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	$12,820,173	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	$426,242	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$7,224	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$7,224	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$434,800	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$434,800	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$809,120	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,425,137	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$809,120	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	-$2,222	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$1,675,164	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,251,144	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,200	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$400	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$1,208	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,208	TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss	$40	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$27	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$13	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,848	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,435	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$413	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$700,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$700,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$702,848	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,435	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$700,413	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$972,316	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,248,709	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$165,485	CashBOYAmt
Cash EOY	$99,098	CashEOYAmt
Cash EOYFMV	$99,098	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,077,508	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,148,409	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,148,409	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$9,684,190	CorporateStockBOYAmt
Corporate Stock EOY	$10,572,666	CorporateStockEOYAmt
Corporate Stock EOYFMV	$10,572,666	CorporateStockEOYFMVAmt
Total Assets BOY	$10,927,183	TotalAssetsBOYAmt
Total Assets EOY	$12,820,173	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,820,173	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$3,759	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$6,961	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$3,759	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,961	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$10,923,424	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$12,813,212	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$10,923,424	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$12,813,212	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$10,927,183	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$12,820,173	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$10,923,424	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$972,316	ExcessRevenueOverExpensesAmt
Other Increases	$917,472	OtherIncreasesAmt
Subtotal	$12,813,212	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$12,813,212	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK AMERICA CORP	P	2022-05-17	2025-07-14	$14,088	$10,742	$3,346	$3,346
JPMORGAN CHASE & CO	P	2022-07-13	2025-09-26	$31,717	$11,199	$20,518	$20,518
GE AEROSPACE	P	2007-04-16	2025-07-14	$22,742	$15,680	$7,062	$7,062
BNY MELLON	P	2017-01-18	2025-07-14	$18,951	$9,145	$9,806	$9,806
KIMBERLY CLARK CORP	P		2025-11-07	$31,200	$32,058	-$858	-$858
UNILEVER PLC ADR	P	2009-01-28	2025-12-09	$57	$22	$35	$35
BNY MELLON	P	2017-01-18	2025-09-26	$21,891	$9,145	$12,746	$12,746
KIMBERLY CLARK CORP	P	2011-01-21	2025-11-11	$30,911	$18,439	$12,472	$12,472
WELLS FARGO & CO	P	2004-01-12	2025-01-17	$37,864	$14,301	$23,563	$23,563
CARPENTER TECHNOLOGY	P	2020-04-03	2025-01-07	$31,844	$3,139	$28,705	$28,705
RTX CORP	P	2024-04-24	2025-07-14	$29,788	$20,186	$9,602	$9,602
ASML HLDG NV NYRS NEW	P		2025-07-14	$161,110	$5,298	$155,812	$155,812
CATERPILLAR INC	P	2022-07-13	2025-09-26	$46,398	$17,399	$28,999	$28,999
RTX CORP	P	2024-04-24	2025-09-26	$34,597	$21,397	$13,200	$13,200
CATERPILLAR INC	P		2025-10-30	$116,656	$25,395	$91,261	$91,261
RTX CORP	P		2025-10-30	$71,112	$40,305	$30,807	$30,807
CITIGROUP INC	P	2022-05-19	2025-09-26	$20,759	$9,938	$10,821	$10,821
ROCKWELL AUTOMATION INC	P	2022-04-07	2025-07-14	$32,488	$25,674	$6,814	$6,814
DEERE & CO	P	2013-06-24	2025-07-14	$50,394	$8,109	$42,285	$42,285
SOLSTICE ADV MATLS INC	P		2025-10-30	$9,354	$5,055	$4,299	$4,299
DEERE & CO	P	2020-03-11	2025-09-26	$44,615	$13,855	$30,760	$30,760
TEXAS INSTRUMENTS	P	2023-04-05	2025-07-14	$21,927	$17,523	$4,404	$4,404
DIAGEO PLC NEW SPON	P		2025-10-16	$69,169	$93,515	-$24,346	-$24,346
UST NOTE	P	2023-08-23	2025-03-17	$25,000	$25,000
GE VERNOVA LLC	P	2022-05-17	2025-01-07	$18,368	$2,459	$15,909	$15,909
UST NOTE	P	2023-12-14	2025-09-30	$75,000	$75,000
GE AEROSPACE	P	2024-04-24	2025-07-14	$29,239	$17,650	$11,589	$11,589
WELLS FARGO	P	2014-08-04	2025-07-14	$8,337	$5,096	$3,241	$3,241
HOME DEPOT INC	P	2022-04-18	2025-09-26	$30,812	$22,582	$8,230	$8,230
ASML HLDG NV NYRS NEW	P	2011-03-04	2025-09-26	$64,838	$3,013	$61,825	$61,825
INTL BUSINESS MACHS CORP	P	2015-04-27	2025-07-14	$28,314	$16,358	$11,956	$11,956
ASML HLDG NV NYRS NEW	P		2025-10-30	$108,090	$4,430	$103,660	$103,660
INTL BUSINESS MACHS CORP	P	2015-04-27	2025-10-30	$26,895	$14,231	$12,664	$12,664
GE VERNOVA LLC	P	2010-01-13	2025-01-07	$11,388	$2,679	$8,709	$8,709

Field	Value	IRS element (for citing)
Capital Gain Net Income	$809,120	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$17,357	InvestmentIncomeExciseTaxAmt
Subtotal	$17,357	SubtotalAmt
Tax Based On Investment Income	$17,357	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$10,400	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$10,400	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$4	EsPenaltyAmt
Tax Due	$6,961	TaxDueAmt

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	VT	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
Website Address	N/A	WebsiteAddressTxt
Individual With Books	CHARLES W GRIGG	IndividualWithBooksNm
Phone	8024622260	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2504 N BINGHAM ST	AddressLine1Txt
City	CORNWALL	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05753	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
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 (5 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
CHARLES W GRIGG
2504 N BINGHAM ST	CORNWALL	VT	05753	PRESIDENT	000.00	$0	$0	$0
SUSAN K GRIGG
2504 N BINGHAM ST	CORNWALL	VT	05753	VP/SECY/TREA	000.00	$0	$0	$0
DONALD W GRIGG
5208 PINEY HOLLOW CT	DURHAM	NC	27705	TRUSTEE	000.00	$0	$0	$0
SALLY G OLMSTED
167 FOWLER RD	ADAMONT	VT	05640	TRUSTEE	000.00	$0	$0	$0
LAURIE D GRIGG
1051 JACK HILL RD	E CALAIS	VT	05650	TRUSTEE	000.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	MAKING CONTRIBUTIONS TO WORTHY 501(C)3 CHARITIES TO PERFORM AND EXECUTE PROGRAMS THAT WILL TRY TO IMPROVE THE WORLD	Description1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$10,363,165	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,736,656	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,099,821	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$12,099,821	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$181,497	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$11,918,324	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$595,916	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$595,916	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$17,357	TaxBasedOnInvestmentIncomeAmt
Total Tax	$17,357	TotalTaxAmt
Distributable Before Adj	$578,559	DistributableBeforeAdjAmt
Distributable Before Ded	$578,559	DistributableBeforeDedAmt
Distributable As Adjusted	$578,559	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$700,413	ExpensesAndContributionsAmt
Qualifying Distributions	$700,413	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$578,559	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$84,616	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$42,074	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$62,548	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$44,534	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$54,190	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$287,962	TotalExcessDistributionCyovAmt
Qualifying Distributions	$700,413	QualifyingDistributionsAmt
Applied To Current Year	$578,559	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$121,854	RemainingDistriFromCorpusAmt
Total Corpus	$409,816	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$84,616	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$325,200	ExcessDistriCyovToNextYrAmt
Excess From Year4	$42,074	ExcessFromYear4Amt
Excess From Year3	$62,548	ExcessFromYear3Amt
Excess From Year2	$44,534	ExcessFromYear2Amt
Excess From Year1	$54,190	ExcessFromYear1Amt
Excess From Current Year	$121,854	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Business Name Line2RecipientBusinessName/BusinessNameLine2Txt
ADDISON COUNTY PARENT CHILD
PO BOX 646	MIDDLEBURY	VT	05753	NONE	PC	GENERAL FUNDS	$5,000
ADDISON HOUSING WORKS
272 MAIN ST	VERGENNES	VT	05491	NONE	PC	OPERATIONS	$25,000
ADDISON INDEPENDENT TRUST
58 MAPLE ST	MIDDLEBURY	VT	05753	NONE	PC	FUNDING LOCAL JOURNALISM	$10,000
AMERICAN RIVERS
1101 14TH ST NW STE 1400	WASHINGTON	DC	20005	NONE	PC	CLEAN UP RIVERS	$10,000
BLACKNALL MEMORIAL
1902 PERRY ST	DURHAM	NC	27703	NONE	PC	OPERATIONS	$25,000
BREADLOAF MOUNTAIN
2504 N BIGNHAM	CORNWALL	VT	05753	NONE	PC	OPERATIONS	$25,000
BUCKNELL UNIVERSITY
LEWISBURG	LEWISBURG	PA	17837	NONE	PC	SUPPORT EDUCATION	$3,000
CAPSTONE COMMUNITY ACTION
20 GABLE PLACE	BARRE	VT	05641	NONE	PC	GENERAL	$15,000
CENTRAL VT MEDICAL CENTER
130 FISCHER RD	BERLIN	VT	05602	NONE	PC	OPERATIONS	$10,000
CHARTER HOUSE
27 NORTH PLEASANT ST	MIDDLEBURY	VT	05753	NONE	PC	GENERAL	$15,000
CT COLLEGE
270 MOHEGAN AVE	NEW LONDON	CT	06320	NONE	PC	OPERATIONS	$5,000
CVUUS
MIDDLEBURY	MIDDLEBURY	VT	05753	NONE	PC	OPERATIONS	$50,000
DUKE UNIVERSITY
BOX 90581	DURHAM	NC	27701	NONE	PC	SUPPORT EDUCATION	$2,000
DURHAM NATIVITY SCHOOL
PO BOX 3537	DURHAM	NC	27702	NONE	PC	OPERATIONS	$3,000
EL FUTURO ADVANCEMENT OFFICER
2020 CHAPEL HILL RD	DURHAM	NC	27707	NONE	PC	OPERATIONS	$13,000
ELDERY SERVICES
MIDDLEBURY	MIDDLEBURY	VT	05753	NONE	PC	OPERATIONS	$25,000
ELEVATE
652 GRANGER RD STE 2	BARRE	VT	05641	NONE	PC	YOUTH SERVICES	$10,000
FAMILIES MOVING FORWARD
PO BOX 25426	DURHAM	NC	27702	NONE	PC	OPERATIONS	$7,000
FAMILY CENTER OF WASHINGTON COUNTY
383 SHERIDAN DR	MONTPELIER	VT	05602	NONE	PC	GENERAL FUNDS	$10,000
GOOD SAMARATAN HAVEN
PO BOX 1104	BARRE	VT	05641	NONE	PC	OPERATIONS	$15,000
HAITI OUTREACH MINISTRIES
SUMMER	SUMMER	ME	04292	NONE	PC	OPERATIONS	$2,000
HANNAHS HOUSE INC
859 OLD COUNTRY RD	WAITSFIELD	VT	05673	NONE	PC	GENERAL	$5,000
HOPE
282 BOARDMAN ST	MIDDLEBURY	VT	05753	NONE	PC	OPERATIONS	$20,000
HOUSING FOR NEW HOPE
18 WEST COLONY PLACE	DURHAM	NC	27705	NONE	PC	OPERATIONS	$6,000
IGLESIA EMANUEL PRESBYTERIAN CHURCH
2504 N ROXBORO ST	DURHAM	NC	27704	NONE	PC	OPERATIONS	$3,000
INSTITUTE FOR SUSTAINABLE COMMUNITI
535 STONE CUTTERS WAY	MONTPELIER	VT	05602	NONE	PC	GENERAL	$15,000
ISLEY PUBLIC LIBRARY
30 MAIN ST	MIDDLEBURY	VT	05753	NONE	PC	GENERAL	$50,000
JOHN GRAHAM SHELTER
69 N MAIN ST	VERGENNES	VT	05491	NONE	PC	OPERATIONS	$5,000
LANDMARK SCHOOL
19 RIVER RD S	PUTNEY	VT	05346	NONE	PC	COLLEGE	$5,000
NORTH BRANCH CENTER
713 ELM ST	MONTPELIER	VT	05602	NONE	PC	OPERATIONS	$13,000
OPERA CO OF MIDDLEBURY
PO BOX 803	MIDDLEBURY	VT	05753	NONE	PC	PERFORMING ARTS	$5,000
OUTRIGHT VT
PO BOX 5235	BURLINGTON	VT	05402	NONE	PC	OPERATIONS	$10,000
PENNYWISE FOUNDATION
25 OLD PLUMB RD	ESSEX JUNCTION	VT	05452	NONE	PC	GENERAL	$10,000
PLANNED PARENTHOOD NE
784 HERCULES DR STE 110	COLCHESTER	VT	05446	NONE	PC	WOMEN'S HEALTH	$4,000
PORTER MEDICAL CENTER
115 PORTER DR	MIDDLEBURY	VT	05753	NONE	PC	OPERATIONS	$25,000	UNIVERITY OF VERMONT
SAMARITAN HEALTH CENTER
PO BOX 51339	DURHAM	NC	27717	NONE	PC	OPERATIONS	$8,000
STEP UP DURHAM
1307 W KNOX ST	DURHAM	NC	27705	NONE	PC	OPERATIONS	$20,000
TOWN HALL THEATRE
68 SOUTH PLESANT ST	MIDDLEBURY	VT	05753	NONE	PC	OPERATIONS	$100,000
TOWN OF CARNWALL PUBLIC PARK
2629 VT-30	CORNWALL	VT	05753	NONE	PC	PARKS & RECREATION	$5,000
TRIANGLE LAND CONSERVANCY
RALEIGH	RALEIGH	NC	27601	NONE	PC	OPERATIONS	$3,000
TRINITY JUBILEE CENTER
123 BATES ST	LEWISTON	ME	04240	NONE	PC	OPERATIONS	$10,000
TRINITY SCHOOL
DURHAM	DURHAM	NC	27701	NONE	PC	EDUCATION	$15,000
UNION OF CONCERNED SCIENTIST
2 BRATTLE SQUARE	CAMBRIDGE	MA	02138	NONE	PC	INDEPENDENT SCIENCE	$3,000
UNITED WAY
COURT ST	MIDDLEBURY	VT	05753	NONE	PC	OPERATING FUNDS	$10,000
VERMONT FOOD BANK
33 PARKER RD	BARRE	VT	05641	NONE	PC	OPERATIONS	$10,000
VT LAND TRUST
MONTPELIER	MONTPELIER	VT	05633	NONE	PC	SUPPORT CONSERVATION PROJECTS	$5,000
VT NATURE CONSERVANCY
4245 NORTH FAIRFAX DR	ARLINGTON	VA	22203	NONE	PC	OPERATIONS	$20,000
VT PUBLIC RADIO
BURLINGTON	BURLINGTON	VT	05401	NONE	PC	SUPPORT PUBLIC RADIO	$15,000
WASHINGTON COUNTY MENTAL HEALTH
174 HOSPITAL LOOP	BERLIN	VT	05602	NONE	PC	OPERATIONS	$5,000
YOUTH FIRST MENTORING
73 MAIN ST 29	MONTPELIER	VT	05602	NONE	PC	YOUTH MENTORING	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$700,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$7,224	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$434,800	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$809,120	RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDesc	Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
PLAINS ALL AMERICAN	-$4,870
ENTERPRISE PRODUCTS	$2,648

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$1,248,922	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,248,922	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
CHARLES W SUSAN GRIGG
1	2504 N BINGHAM ST	CORNWALL	VT	05753	$126,242	Yes (X)
GRIGG 2015 CHARITABLE LEAD TRUST
2	2504 N BINGHAM ST	CORNWALL	VT	05753	$300,000	Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	CategoryTxt
Amt	$1,600	Amt
Net Investment Income	$1,200	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$400	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	VARIOUS SECURITIES	StockNm
EOY Book Value	$10,572,666	EOYBookValueAmt
EOYFMV	$10,572,666	EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	FEDERAL EXCISE TAX RECEIVABLE	Desc

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
EXPENSES
CONT FROM PASS PTP'S	$4	$4
BANK CHARGES	$36	$9	$27

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
PLAINS ALL AMERICAN	-$4,870
ENTERPRISE PRODUCTS	$2,648

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED GAIN	Desc
Amt	$917,472	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	FEDERAL EXCISE TAX PAYABLE	Desc
BOY Book Value	$3,759	BOYBookValueAmt
EOY Book Value	$6,961	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID PTP'S	$139	$139
FOREIGN TAX PAID VANGUARD	$1,069	$1,069