THE DEVOE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVOE FOUNDATION (EIN 22-2807732)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-03
- IRS object ID
- 202401249349101005
- Schema version
- 2023v5.0
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-03T06:18:06-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222807732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVOE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVO | BusinessNameControlTxt |
| Phone | 8025405245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O K DEVOE-TALLUTO 59 GREEN HILLS | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN DEVOE-TALLUTO | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-05-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTIN | PersonFirstNm |
| Person Last | DEVOE-TALLUTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $474,364 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,138 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,417 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,555 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,555 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $4,566 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,566 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $653 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,219 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,831 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,831 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,989 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,401 | CashBOYAmt |
| Cash EOY | $21,781 | CashEOYAmt |
| Cash EOYFMV | $21,781 | CashEOYFMVAmt |
| Corporate Stock BOY | $411,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $452,583 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $452,583 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $434,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $474,364 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $474,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $92,581 | CapitalStockBOYAmt |
| Capital Stock EOY | $92,581 | CapitalStockEOYAmt |
| Retained Earning BOY | $341,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $381,783 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $434,562 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $474,364 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $434,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $474,364 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $434,562 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $51,297 | OtherIncreasesAmt |
| Subtotal | $474,364 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $474,364 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 133 SHS DFA GLOBAL REAL ESTATE | P | 2022-12-14 | 2023-03-13 | $1,284 | $1,282 | $2 | $2 |
| 426 SHS DFA EM MKTS SUSTAINABILITY | P | 2018-03-27 | 2023-01-09 | $3,660 | $4,217 | -$557 | -$557 |
| 3,273 SHS DFA GLOBAL REAL ESTATE | P | 2015-06-19 | 2023-03-13 | $31,483 | $31,440 | $43 | $43 |
| 60 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2023-09-11 | $2,110 | $1,138 | $972 | $972 |
| 75 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2023-11-06 | $2,540 | $1,415 | $1,125 | $1,125 |
| 63 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2023-11-09 | $2,130 | $1,196 | $934 | $934 |
| 103 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2023-11-13 | $3,490 | $1,928 | $1,562 | $1,562 |
| 115 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2023-11-20 | $4,050 | $2,162 | $1,888 | $1,888 |
| 242 SHS DFA INTL SMALL CAP | P | 2014-11-18 | 2023-11-29 | $4,990 | $2,542 | $2,448 | $2,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,417 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $208 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $208 | SubtotalAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $422 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $422 | TotalPaymentsAndCreditsAmt |
| Overpayment | $214 | OverpaymentAmt |
| Applied To ES Tax | $214 | AppliedToESTaxAmt |
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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIN DEVOE-TALLUTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025405245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 GREEN HILLS DR | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KRISTIN DEVOE-TALLUTO | ||||||
| 59 GREEN HILLS DR | SHELBURNE | VT | 05482 | Trustee | 1.00 | $0 |
| LAURA DEVOE | ||||||
| 820 GREGORY ROAD | FORT COLLINS | CO | 80524 | Trustee | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $431,605 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $457,971 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $457,971 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,870 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $451,101 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $208 | TotalTaxAmt |
| Distributable Before Adj | $22,347 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,831 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $25,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,731 | UndistributedIncomePYAmt |
| Qualifying Distributions | $25,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,731 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,100 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,247 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL TOGETHER FOUNDATION-KONOJEL | |||||||
| 11503 WATERHAVEN CT | RESTON | VA | 20190 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| AMIGOS DE SANTA CRUZ | |||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $5,000 |
| ASSOC OF AFRICANS LIVING IN VERMONT | |||||||
| 20 ALLEN STREET 3RD FLOOR | BURLINGTON | VT | 05401 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| BOREDOM FIGHTERS | |||||||
| 569 PAGEL AVE | LINCOLN PARK | MI | 48146 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| CLIMATE RIDE | |||||||
| 111 N HIGGINS AVE | MISSOULA | MT | 59802 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $15 |
| HAWAII COMMUNITY FOUNDATION | |||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| HAWAII LAND TRUST | |||||||
| 126 QUEEN ST SUITE 306 | HONOLULU | HI | 96813 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| JESUITS OF THE MISSOURI PROVINCE | |||||||
| 4511 WEST PINE BLVD | ST LOUIS | MO | 63108 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| MOUNTAIN SAGE COMMUNITY SCHOOL | |||||||
| 2310 EAST PROSPECT RD SUITE A | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $5,500 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW RD | MORRISTOWN | VT | 05661 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| PORTLAND BAROQUE ORCHESTRA | |||||||
| 610 SW BROADWAY SUITE 605 | PORTLAND | OR | 97205 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| REALITIES FOR CHILDREN | |||||||
| 308 E COUNTY ROAD 30 | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| RESPITE CARE OF NORTHERN COLORADO | |||||||
| 6203 SOUTH LEMAY AVENUE | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| SHELBURNE MUSEUM | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| THE GROWING PLACE-RISING STARS | |||||||
| 51 PRICE ROAD | BRIDGER | MT | 59014 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| TREES WATER PEOPLE | |||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,039 |
| UNDERDOG ANIMAL RESCUE AND REHAB | |||||||
| 4561 SUNNY ACRES | MOAB | UT | 84532 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $515 |
| VERMONT PUBLIC | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,831 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,138 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,555 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,555 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA FIVE-YEAR GLOBAL FIXED INCOME | $21,496 | $21,496 |
| DFA GLOBAL SUSTAINABILITY FIXED INCOME | $35,742 | $35,742 |
| DFA SHORT-DURATION REAL RETURN | $19,577 | $19,577 |
| VANGUARD MORTGAGE-BACKED SECURITIES | $11,337 | $11,337 |
| DFA EMERGING MARKET SUSTAINABILITY CORE | $43,064 | $43,064 |
| DFA INTERNATIONAL SMALL CAP VALUE | $19,129 | $19,129 |
| DFA INTERNATIONAL SUSTAINABILITY CORE | $63,543 | $63,543 |
| DFA US SUSTAINABILITY CORE | $164,389 | $164,389 |
| DFA US SUSTAINABILITY TARGETED VALUE | $36,359 | $36,359 |
| DFA GLOBAL REAL ESTATE SECURITIES | ||
| VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $37,947 | $37,947 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EFILE FEES | $150 |
| TAX SOFTWARE | $503 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $51,297 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $4,566 | Amt |
| Net Investment Income | $4,566 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |