MAJIC VERMONT FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MAJIC VERMONT FOUNDATION (EIN 45-2437081)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-21
- IRS object ID
- 202500809349101200
- Schema version
- 2024v5.0
- 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
- 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 | 2025-03-21T07:25:55-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | 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 | $18,755,286 | 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 | $5,079,460 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $28,839 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $28,839 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $446,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $446,231 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $169,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,832,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $169,214 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,723,744 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $644,284 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $60,007 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,007 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,839 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $62,542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,526 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $133,629 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,526 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $811,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $811,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,129 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $874,026 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,778,615 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $580,422 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $174,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,167,915 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,167,915 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $272,701 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $622,849 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $621,750 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,571,057 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,006,472 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,965,621 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,018,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,797,236 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,755,286 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,018,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,797,236 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,018,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,797,236 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,018,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,797,236 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,018,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,778,615 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,797,236 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,797,236 | 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 | $2,832,398 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,663,184 | CostOrOtherBasisAmt |
| Gain Or Loss | $169,214 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $169,214 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $169,214 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,068 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $8,068 | SubtotalAmt |
| Tax Based On Investment Income | $8,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $6,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,868 | 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 | 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 | CT | 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 | $62,501 |
| Raymond James | |||||
| 195 Church Street 11th Floor | New Haven | CT | 06510 | Investment Mgmt | $60,007 |
| 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 | $17,643,952 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $778,347 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,422,299 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,422,299 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $276,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,145,965 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $907,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $907,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,068 | TotalTaxAmt |
| Distributable Before Adj | $899,230 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $899,230 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $899,230 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $874,026 | 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 | $874,026 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $899,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $661,215 | UndistributedIncomePYAmt |
| Qualifying Distributions | $874,026 | QualifyingDistributionsAmt |
| Applied To Year1 | $661,215 | AppliedToYear1Amt |
| Applied To Current Year | $212,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $686,419 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCESS INC | |||||||
| 1101 30TH ST NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $27,500 |
| ADDISON COUNTY COMMUNITY ACTION GROUP INC | |||||||
| 282 BOARDMAN ST STE 1A | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $25,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $55,000 |
| CHILDRENS LAW CENTER INCORPORATED | |||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $72,000 |
| DON BOSCO CRISTO REY HIGHSCHOOL OF THE ARCHDIOCESE | |||||||
| 1010 LARCH AVE | TAKOMA PARK | MD | 20912 | N/A | PC | Capital Campaign | $50,000 |
| FOOD & FRIENDS INC | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $11,000 |
| FRIENDS OF THE ILSLEY LIBRARY | |||||||
| 75 MAIN ST | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $50,000 |
| GREATER DC DIAPER BANK | |||||||
| 8860 MONARD DR | SILVER SPRING | MD | 20910 | N/A | PC | General & Unrestricted | $10,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $100,000 |
| KEEWAYDIN FOUNDATION | |||||||
| 500 RUSTIC LN | SALISBURY | VT | 05769 | N/A | PC | Paddling Forward Campaign | $75,000 |
| 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 | 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 | $55,000 |
| VERMONT COMMUNITY FOUNDATION | |||||||
| 3 COURT ST | MIDDLEBURY | VT | 05753 | N/A | PC | Vermont Flood Recovery Efforts | $100,000 |
| 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 | $100,000 |
| VTDIGGER-ORG | |||||||
| 89 MAIN ST STE 2 | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $10,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $27,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $811,500 | 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 | $28,839 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $446,231 | 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 | $169,214 | 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 | $644,284 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $644,284 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Ignat David | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd Floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,079,460 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | NORDSON CP NDSN, 18307 sh. | NoncashPropertyDesc |
| Fair Market Value | $5,079,460 | FairMarketValueAmt |
| Received | 2024-05-10 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (95 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $14,916 | $22,509 |
| ABBVIE INC | $42,573 | $52,066 |
| AIA GROUP LTD ADR | $56,233 | $46,919 |
| AIRBUS GROUP | $67,618 | $83,375 |
| ALPHABET INC CL A | $21,366 | $96,164 |
| ALPHABET INC CL C | $1,734 | $10,855 |
| AMAZON COM | $19,237 | $111,889 |
| AMCAP FUND, INC., CLASS F-2 SH | $429,655 | $590,092 |
| AMERICAN FUNDAMENTAL INVESTORS | $440,071 | $593,105 |
| AMERICAN FUNDS SMALLCAP WORLD | $296,984 | $378,218 |
| APPLE INC | $27,250 | $153,257 |
| ASML HOLDING NV NY REG SHS | $71,298 | $90,793 |
| ASTRAZENECA | $64,902 | $88,780 |
| BAE SYSTEMS PLC | $16,989 | $25,836 |
| BERKSHIRE HATHAWAY INC. CLASS | $26,742 | $81,137 |
| BLACKROCK INC | $13,568 | $17,427 |
| BOEING CO | $52,809 | $48,498 |
| BROADCOM INC | $88,688 | $586,555 |
| CANADIAN NATURAL RESOURCES LTD | $48,729 | $50,997 |
| CAPITAL GROUP DIVIDEND VALUE | $58,989 | $87,304 |
| CAPITAL GROUP INTERNATIONAL FO | $190,576 | $216,973 |
| CAPITAL ONE FINANCIAL CORP | $13,597 | $16,940 |
| CAPITAL WORLD GROWTH AND INCOM | $218,439 | $277,716 |
| CARRIER GLOBAL | $41,136 | $51,058 |
| CENOVUS ENERGY INC | $17,860 | $15,680 |
| CHEVRON CORP | $41,413 | $60,688 |
| CME GROUP, INC | $31,075 | $40,176 |
| CNX RESOURCES CORP | $11,873 | $33,333 |
| COMCAST CORP | $52,660 | $49,915 |
| CONOCOPHILLIPS | $11,450 | $10,215 |
| COSTCO WHOLESALE CORPORATION | $14,857 | $62,306 |
| CVS CAREMARK CORP | $12,969 | $10,370 |
| DAIICHI SANKYO CO LTD SPONSORE | $15,997 | $12,635 |
| DARDEN RESTAURANTS INC | $15,229 | $20,163 |
| ELI LILLY & CO | $44,475 | $104,992 |
| EOG RESOURCES INC | $7,099 | $6,742 |
| EXXON MOBIL CORP | $16,998 | $18,932 |
| FEDEX CORPORATION | $13,441 | $21,662 |
| FIRST ENERGY CORP | $11,971 | $13,048 |
| FIRST QUANTUM MINERALS LTD | $16,065 | $15,762 |
| FLUTTER ENTMT PLC ADR | $15,864 | $21,710 |
| GE HEALTHCARE TECHNOLOGIES INC | $9,452 | $15,011 |
| GE VERNOVA | $6,298 | $40,787 |
| GENERAL ELECTRIC CO | $23,086 | $76,723 |
| GENERAL MILLS INC | $14,324 | $14,667 |
| GILEAD SCIENCES INC | $50,871 | $65,583 |
| GLENCORE XSTRATA PLC ADR | $23,870 | $16,997 |
| GOLDMAN SACHS GROUP | $11,260 | $20,042 |
| HDFC BANK LTD ADR | $26,692 | $22,415 |
| HOME DEPOT INC | $45,729 | $126,033 |
| INTERNATIONAL GROWTH & INCOME | $204,120 | $212,972 |
| ISHARES MSCI EMERGING MARKETS | $229,094 | $175,644 |
| ISHARES RUSSELL 2000 | $84,135 | $82,860 |
| ISHARES S&P GLOBAL HEALTHCARE | $34,125 | $38,772 |
| JOHNSON & JOHNSON | $22,127 | $20,825 |
| JP MORGAN CHASE | $81,500 | $171,872 |
| LINDE PLC COM | $11,854 | $14,653 |
| LOCKHEED MARTIN CORP | $15,209 | $23,325 |
| LVMH MOET HENN UNSP | $68,014 | $72,925 |
| MASTERCARD INC | $8,458 | $20,536 |
| MCDONALD'S CORP | $15,137 | $26,090 |
| MERCADOLIBRE, INC | $22,246 | $22,106 |
| MERCK & CO INC | $21,747 | $33,724 |
| META PLATFORMS INC | $23,651 | $28,690 |
| MICROSOFT CORP | $43,056 | $217,916 |
| NESTLE S.A | $116,738 | $90,524 |
| NETFLIX INC | $14,494 | $43,675 |
| NEW WORLD FUND, INC (F2) | $286,625 | $346,310 |
| NORDSON CP | $8,142,521 | $8,224,598 |
| NOVO NORDISK A S | $46,065 | $70,020 |
| NVIDIA CORP | $8,291 | $11,012 |
| OCCIDENTAL PETROLEUM CORP | $35,600 | $29,794 |
| PEPSICO INC | $16,917 | $14,446 |
| PROCTER GAMBLE CO | $14,776 | $23,303 |
| RAYTHEON TECHNOLOGIES CORP | $66,603 | $78,342 |
| RESTAURANT BRANDS INTL | $13,882 | $12,580 |
| SAFRAN SA - UNSPON ADR | $31,810 | $29,812 |
| SALESFORCE.COM | $15,058 | $25,075 |
| SAP AKTIENGESELL ADS | $24,854 | $33,977 |
| SHOPIFY INC | $12,340 | $29,241 |
| SOUTH BOW CORP | $3,528 | $1,296 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $117,418 | $330,993 |
| TARGET CORPORATION | $26,995 | $29,469 |
| TC ENERGY CORPORATION | $7,962 | $12,935 |
| TESLA MOTORS INC | $39,895 | $88,037 |
| THE COCA-COLA CO | $44,206 | $62,073 |
| THE GROWTH FUND OF AMERICA, IN | $465,248 | $668,126 |
| THERMO FISHER SCIENTIFIC INC | $5,666 | $8,324 |
| TOTALENERGIES SE | $45,032 | $43,709 |
| UNITEDHEALTH GROUP INC | $32,154 | $59,691 |
| VALE SA | $12,165 | $7,291 |
| VERTEX PHARMCTLS INC | $13,847 | $14,095 |
| VICI PROPERTIES INC | $22,764 | $19,425 |
| WASHINGTON MUTUAL INVESTORS FU | $426,651 | $574,493 |
| WISDOMTREE FLOATING RATE TREAS | $124,917 | $124,995 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $622,849 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $621,750 | 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 | $62,501 | $62,501 | |
| Bank Charges | $16 | $16 | |
| 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 | $60,007 | Amt |
| Net Investment Income | $60,007 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $6,200 | |
| 990-PF Excise Tax for 2023 | $1,041 | |
| Foreign Tax Paid | $3,839 | $3,839 |