THE GIBNEY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE GIBNEY FAMILY FOUNDATION INC (EIN 65-0286170)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202411359349104246
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T14:20:54-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 915 HIGHLAND POINTE DR SUITE 300 | AddressLine1Txt |
| City | ROSEVILLE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95678 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650286170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GIBNEY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIBN | BusinessNameControlTxt |
| Phone | 8024885118 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 633 | AddressLine1Txt |
| City | MERIDIAN | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83680 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRACY WASDEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8024885118 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TRACY | PersonFirstNm |
| Person Last | WASDEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNA BERTUCCELLI | PreparerPersonNm |
| PTIN | P01534744 | PTIN |
| Phone | 9167847800 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $29,907,485 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $24,793 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,793 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $710,479 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $710,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,380,049 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,106,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,106,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $251,530 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,427 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $240,103 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $37,956 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,956 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $72,242 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,182 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $69,060 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $33,335 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,060 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,552 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,833 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,971 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $494,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $407,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $778,239 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $778,239 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,272,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,185,497 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,053,891 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $915,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $970,334 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $970,334 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $610 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,553 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,553 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $25,638,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,931,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $28,931,598 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,481 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $26,554,448 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,907,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,907,485 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,532 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,804 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,804 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $26,551,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,904,681 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,551,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,904,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,554,448 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,907,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,551,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,519,700 | OtherIncreasesAmt |
| Subtotal | $29,904,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,904,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| VANGUARD - LONG TERM | $1,307,501 | $1,009,269 | $298,232 | $298,232 | |
| CAPITAL GAINS DIVIDENDS | $72,548 | $72,548 | $72,548 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,780 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,649 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,649 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Overpayment | $10,339 | OverpaymentAmt |
| Applied To ES Tax | $10,339 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTP://WWW.TGFF.ORG/ | WebsiteAddressTxt |
| Individual With Books | CLIFTONLARSONALLEN LLP | IndividualWithBooksNm |
| Phone | 8605614000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 SOUTH MAIN STREET 4TH FLOOR | AddressLine1Txt |
| City | WEST HARTFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| TRACY WASDEN | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | PRESIDENT/CEO | 35.00 | $133,705 | $26,741 | $0 |
| SUSAN DIFATTA | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | COO | 25.00 | $91,825 | $18,365 | $0 |
| KEN WASDEN | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | CHAIRMAN OF THE BOARD | 2.00 | $3,000 | $0 | $0 |
| BRIAN DIFATTA | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | TREASURER | 3.00 | $6,000 | $0 | $0 |
| CELESTE BEAZER | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $3,000 | $0 | $0 |
| JENNIFER BOYD | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $3,000 | $0 | $0 |
| NATALIE HANSEN | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| ROBERT SAMSEL | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $3,000 | $0 | $0 |
| MOLLY WHITTAKER | ||||||||
| PO BOX 633 | MERIDIAN | ID | 83680 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,128,720 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $984,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,113,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,113,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $421,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,691,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,384,596 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,384,596 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,649 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,649 | TotalTaxAmt |
| Distributable Before Adj | $1,369,947 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,369,947 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,369,947 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,185,497 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,185,497 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,369,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $875,369 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,185,497 | QualifyingDistributionsAmt |
| Applied To Year1 | $875,369 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $310,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,059,819 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 3 BLUEBIRDS FARM | ||||||||
| 1001 HORSE CREEK ROAD | RALEIGH | NC | 27603 | N/A | PC | PROVIDE FUNDS TO PURCHASE, SHIP, AND ASSEMBLE A SPANISH ARCH/TEMPLE BAR PLUS PRODUCE STAND IN WHICH OUR CAMPERS AND YOUNG ADULTS WILL SELL PRODUCE THEY GROW AT 3 BLUEBIRDS FARM. | $6,000 | |
| ACHILLES CT CHAPTER | ||||||||
| PO BOX 2302 | BRANFORD | CT | 06405 | N/A | PC | SUPPORT THE CREATION OF A THIRD PAID POSITION (PART-TIME STIPEND/CONTRACTOR) FOCUSING ON EVENT PRODUCTION AND COMMUNITY ENGAGEMENT. | $20,000 | |
| AMERICAN HEROES PROJECT | ||||||||
| 87 EAST CENTER STREET 2 | SPANISH FORK | UT | 84660 | N/A | PC | ENABLE AMERICAN HEROES PROJECT TO PROVIDE A MINIMUM OF 90 VETERANS AND THEIR FAMILIES | $15,000 | |
| BAGS OF LOVE | ||||||||
| 1052 GREEN ACRES ROAD | EUGENE | OR | 97408 | N/A | PC | FUNDING TO HELP BOL CREATE AND AUTOMATE THE PRINTING OF NEW TAGS FOR BAGS FOR CHILDREN IN NEED | $15,000 | |
| BLIND INSTITUTE OF TECHNOLOGY | ||||||||
| 13062 SPRUCE PLACE | THORNTON | CO | 80602 | N/A | PC | ENABLE BIT'S STUDENT SUPPORT SERVICES TO OFFER GROUP AND INDIVIDUAL COACHING AND SOCIAL AND EMOTIONAL SUPPORT SERVICES TO 100-150 STUDENTS AS THEY PREPARE FOR PROFESSIONAL CAREERS. | $25,000 | |
| BRIDLE UP HOPE | ||||||||
| 1141 WATKINS LANE | ALPINE | UT | 84004 | N/A | PC | FUNDS TO SUPPORT THE BUILDING OF AN ALL-WEATHER COVERED ROUND PEN TO ACCOMMODATE AN ADDITIONAL 100+ PROGRAM PARTICIPANTS PER YEAR. | $21,600 | |
| BRIGHTER TOGETHER INC | ||||||||
| 1857 S MILLENNIUM WAY SUITE 120 | MERIDIAN | ID | 83642 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| CAMP HODIA | ||||||||
| 5439 WEST KENDALL STREET | BOISE | ID | 83706 | N/A | PC | FUND CAMPERSHIPS TO ENABLE CHILDREN WITH DIABETES WITH FINANCIAL NEEDS TO ATTEND SPECIALTY CAMP. ALSO, SUPPORT THEIR COMMUNITY PROGRAMS BY MAKING THEM MORE ACCESSIBLE FOR FAMILIES TO TAKE PART IN HODIA'S OFFERINGS | $8,000 | |
| CAMP SUMMIT INC | ||||||||
| 17210 CAMPBELL ROAD | DALLAS | TX | 75252 | N/A | PC | ENABLE CAMP SUMMIT TO ADD A SENSORY ROOM TO CREATE A SAFE PLACE WHERE CAMPERS WITH DIVERSE NEEDS COULD FIND COMFORT AND SUPPORT WHEN NEEDED, ENSURING INCLUSIVITY FOR ALL AND GREATLY ENHANCING THE CAMP EXPERIENCE. | $27,489 | |
| CAST FOR KIDS | ||||||||
| 2755 COMMERCIAL STREET SOUTHEAST | SALEM | OR | 97302 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | 101 |
| COMMITTEE ON TEMPORARY SHELTER | ||||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | N/A | PC | FLEXIBLE SUPPORT FOR HOUSING NAVIGATORS WORKING WITH HOUSEHOLDS EXPERIENCING OR AT RISK OF HOMELESSNESS. | $25,500 | |
| CONKLIN DAVIS CENTER FOR THE VISUALLY IMPAIRED | ||||||||
| 405 WHITE STREET | DAYTONA BEACH | FL | 32114 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| CONNECTICUT RADIO INFORMATION SYSTEM INC | ||||||||
| 315 WINDSOR AVENUE | WINDSOR | CT | 06095 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $4,000 | |
| ENVISION FOUNDATION INC | ||||||||
| 610 NORTH MAIN | WICHITA | KS | 67203 | N/A | PC | SUPPORT FOR ENVISION PATHWAYS TO CREATE A PIPELINE BETWEEN ENVISION'S NATIONAL LEVEL UP PROGRAM, COLLEGE SUCCESS PROGRAM, AND WORKFORCE INNOVATION CENTER TO CLOSE THE GAPS ASSOCIATED WITH COLLEGE AND CAREER TRANSITIONS FOR STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED (BVI). | $25,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PC | MEMBERSHIP DONATION | $815 | |
| EYE2EYE | ||||||||
| RUTGERS UNIVERSITY FOUNDATION | NEW BUNSWICK | NJ | 08903 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $6,500 | |
| EYE TO EYE | ||||||||
| 50 BROAD STREET SUITE 1702 | NEW YORK | NY | 10004 | N/A | PC | SUPPORT TO PROVIDE NEAR-PEER MENTORING FOR COLORADO MIDDLE SCHOOL STUDENTS WITH LEARNING DIFFERENCES AND PROFESSIONAL LEARNING FOR THE EDUCATORS AND SCHOOL STAFF WHO SUPPORT THOSE STUDENTS. | $15,000 | |
| FUTURE IN SIGHT | ||||||||
| 25 WALKER STREET | CONCORD | NH | 03301 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $2,000 | |
| GAME CHANGERS IDAHO INC | ||||||||
| 654 N 9TH STREET | BOISE | ID | 83702 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $100 | |
| GIFTS OF LOVE | ||||||||
| 34 EAST MAIN STREET | AVON | CT | 06001 | N/A | PC | SUPPORT GIFTS OF LOVE AS THEY BRIDGE THE GAP FOR SENIORS WITH VARIOUS CHALLENGES BY PROVIDING MOBILE FOOD PANTRY DELIVERIES TWICE A MONTH. | $20,000 | |
| GUIDING EYES FOR THE BLIND | ||||||||
| 611 GRANITE SPRINGS ROAD | YORKTOWN HEIGHTS | NY | 10598 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| GUIDING EYES OUTDOORS INC | ||||||||
| 1614 TOM OAKLEY ROAD | TIMBERLAKE | NC | 27583 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $2,500 | |
| HEALING MEALS FOUNDATION CORPORATION | ||||||||
| PO BOX 7223 | BLOOMFIELD | CT | 06002 | N/A | PC | EMPOWER HEALING MEALS TO ADD OPERATIONAL CAPACITY TO ITS STAFF BY HIRING A SEASONED, CULINARY-TRAINED EXECUTIVE CHEF. WITH THIS ADDITION, STAFF ASSIGNMENTS WILL BE ADJUSTED TO MEET OPERATIONAL NEEDS, AND THE CEO WILL BE ABLE TO FOCUS ON STRATEGIC RESOURCE DEVELOPMENT AND ADVOCACY EFFORTS. | $22,250 | |
| HIGHER GROUND SUN VALLEY INC | ||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| HIMALAYAN CATARACT PROJECT INC | ||||||||
| PO BOX 55 | WATERBURY | VT | 05676 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| HOMESHARE VERMONT INC | ||||||||
| 412 FARRELL STREET SUITE 300 | SOUTH BURLINGTON | VT | 05403 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| HOPE COMMUNITY SERVICES INC | ||||||||
| 5701 W TALAVI BLVD | GLENDALE | AZ | 85306 | N/A | PC | SUPPORT HCS'S UNIQUE SURGE PROGRAM FOR YOUNG VICTIMS OF SEX TRAFFICKING; ASSIST WITH THE NECESSARY TRAINING AND LICENSING FOR 10 THERAPISTS, SUPPORT FOR THEIR CLINICAL INTERVENTIONIST, AND PROVIDE BOARDING, FEEDING, AND CARE FOR THE HORSES USED IN EQUINE THERAPY. | $20,000 | |
| HORIZONS INC | ||||||||
| PO BOX 323 | SOUTH WINDAM | CT | 06266 | N/A | PC | TGFF FUNDS WILL BE USED SPECIFICALLY TO REPLACE THE CURRENT CARPET (FROM 1990) WITH DURABLE FLOORING MATERIAL TO ENABLE AN EXISTING ROOM TO BE USED BY YOUNG ADULTS WITH DISABILITIES TO ENGAGE IN MULTIPLE ACTIVITIES. | $5,605 | |
| IDAHO YOUTH RANCH INC | ||||||||
| 5465 WEST IRVING STREET | BOISE | ID | 83706 | N/A | PC | FUNDS TO DIRECTLY SUPPORT THE IDAHO YOUTH RANCH YOUTH WORKS PROGRAM WHICH HELPS AT-RISK YOUTH AND YOUNG ADULTS FIND A JOB AND KEEP A JOB. THIS PROGRAM INCLUDES CAREER READINESS AND FINANCIAL LITERACY TRAINING. | $30,000 | |
| KIDS WHO COUNT | ||||||||
| 345 NORTH SR 198 | SALEM | UT | 84653 | N/A | PC | FUNDS TO ENABLE KIDS WHO COUNT TO PURCHASE A SPOT VISION SCREENER TO COMPLETE A REQUIRED ANNUAL VISION SCREENING FOR EVERY CHILD WHO IS REFERRED AND/OR RECEIVES SERVICES THROUGH THEIR PROGRAM. | $6,000 | |
| LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED - SAN FRANCISCO | ||||||||
| 4539 OCCIDENTAL ROAD | SANTA ROSA | CA | 95401 | N/A | PC | ENSURE THE CONTINUITY OF ORIENTATION AND MOBILITY (O&M) SERVICES AT EBC BY EXPANDING THE O&M INSTRUCTOR STAFF BY 1.0 FTE. | $50,000 | |
| LIGHTHOUSE VISION LOSS EDUCATION CENTER | ||||||||
| 7318 NORTH TAMIAMI TRAIL | SARASOTA | FL | 34243 | N/A | PC | CONTRIBUTE TO A TRANSPORTATION FUND TO ALLOW YOUNG ADULTS WITH VISUAL IMPAIRMENTS ACCESS TO PROGRAMS AND SERVICES. | $5,000 | |
| LUCKY TO RIDE | ||||||||
| 2751 W OXFORD AVENUE UNIT 2 | SHERIDAN | CO | 80110 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $350 | |
| MAB COMMUNITY SERVICES INC | ||||||||
| 200 IVY STREET | BROOKLINE | MA | 02446 | N/A | PC | ENABLE MABVI TO EXPAND THEIR MENTAL HEALTH SUPPORT STATEWIDE TO HELP OLDER ADULTS WITH VISUAL DISABILITIES BETTER COPE WITH THEIR EYE DISEASE AND VISION LOSS WHILE ALSO MAINTAINING INDEPENDENCE; AND TRAIN FAMILIES AND CAREGIVERS HOW TO BETTER SUPPORT AND EMPOWER THEIR LOVED ONES WHO ARE LIVING WITH VISION LOSS. | $29,350 | |
| NATIONAL ABILITY CENTER | ||||||||
| 1000 ABILITY WAY | PARK CITY | UT | 84060 | N/A | PC | PROGRAM ASSISTANCE TO INCREASE THE SCHOLARSHIPS FOR THE UTAH SCHOOL OF DEAF AND BLIND AS WELL AS EXPANDING THE ADAPTIVE RECREATION OPPORTUNITIES TO VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES. | $20,000 | |
| NATIONAL BRAILLE PRESS | ||||||||
| 88 SAINT STEPHEN STREET | BOSTON | MA | 02115 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY | ||||||||
| 1667 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | MEMBERSHIP DONATION | $2,000 | |
| NEWVIEW OKLAHOMA INC | ||||||||
| 501 NORTH DOUGLAS AVENUE | OKLAHOMA CITY | OK | 73106 | N/A | PC | SUPPORT THE EXPANSION OF NEWVIEW'S MOVE PROGRAM OF VOCATIONAL TRAINING THAT EMPOWERS BLIND INDIVIDUALS TO WIN THEIR GOAL OF GETTING BACK TO WORK, SCHOOL, AND LIFE. | $20,000 | |
| NEW VISION FOR INDEPENDENCE INC | ||||||||
| 9501 US 441 | LEESBURG | FL | 34788 | N/A | PC | SUPPORT FOR TWO INCLUSIVE SUMMER CAMPS 1.) AGE 6-13 AND 2.) AGE 14-18 TO BUILD SKILLS THAT WILL HELP STUDENTS GAIN INDEPENDENCE AS THEY MOVE TOWARDS ADULTHOOD. | $5,500 | |
| NORTHEAST PASSAGE PROGRAM OF THE UNIVERSITY OF NEW HAMPSHIRE | ||||||||
| 9 EDGEWOOD ROAD | DURHAM | NH | 03824 | N/A | PC | SUPPORT NORTHEAST PASSAGE TO PROVIDE INDIVIDUALS WITH PHYSICAL DISABILITIES IMPROVED EMOTIONAL AND PHYSICAL WELL-BEING THROUGH RECREATIONAL THERAPY. THIS WILL BE DONE THROUGH A CONTINUED PARTNERSHIP WITH AREA REHAB HOSPITALS AND DISABILITY SERVICE ORGANIZATIONS. | $28,700 | |
| NORTHWEST ASSOCIATION FOR BLIND ATHLETES | ||||||||
| PO BOX 61489 | VANCOUVER | WA | 98666 | N/A | PC | FUNDS FOR A NEW PROGRAM MANAGER IN THE BOISE OFFICE WHO WILL BE RESPONSIBLE FOR THE EXPANSION OF PROGRAMS AND SERVICES IN IDAHO FOR INDIVIDUALS WHO ARE BLIND. | $29,400 | |
| NORTHWEST CHILDREN'S HOME | ||||||||
| 419 22ND AVENUE | LEWISTON | ID | 83501 | N/A | PC | ASSIST NCH BUILD A TRAUMA RECOVERY UNIT (TRU) TO SERVE RESIDENTIAL YOUTH, AGES 5-17, WHO HAVE COMPLEX TRAUMA AND EXPERIENCE INTENSE DYSREGULATION. THIS WILL ENABLE NCH TO PROVIDE SERVICES TO MORE LOCAL YOUTH WITH HIGHER ACUITY BEHAVIOR, WHO ARE CURRENTLY PLACED IN OUT-OF-STATE FACILITIES AWAY FROM THEIR FAMILIES. | $20,000 | |
| PACIFIC FOUNDATION FOR BLIND CHILDREN | ||||||||
| 2214 EAST 13TH STREET | VANCOUVER | WA | 98661 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $3,000 | |
| SKI FOR LIGHT INC | ||||||||
| 1455 WEST LAKE STREET | MINNEAPOLIS | MN | 55408 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,500 | |
| SOUTHERN ARIZONA ASSOCIATION FOR THE VISUALLY IMPAIRED | ||||||||
| 3767 EAST GRANT ROAD | TUCSON | AZ | 85716 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| SPECIAL KIDS SPECIAL FAMILIES | ||||||||
| 1915 AEROTECH DRIVE | COLORADO SPRINGS | CO | 80916 | N/A | PC | FUNDS TO PURCHASE SENSORY AND EDUCATIONAL MATERIALS FOR OUR CENTER FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES. | $5,996 | |
| SPECTRUM YOUTH AND FAMILY SERVICES | ||||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| TETON ADAPTIVE SPORTS | ||||||||
| PO BOX 903 | TETON VILLAGE | WY | 83025 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| THE IRIS NETWORK | ||||||||
| 189 PARK AVENUE | PORTLAND | ME | 04102 | N/A | PC | FUNDING TO ASSIST INDIVIDUALS WITH BLINDNESS OR VISION IMPAIRMENT IN OVERCOMING BARRIERS TO EMPLOYMENT AND OWNERSHIP OF A BUSINESS, WHILE HELPING THOSE INDIVIDUALS BECOME MORE ECONOMICALLY SELF-SUFFICIENT. | $25,000 | |
| THE JOY BUS | ||||||||
| 3375 EAST SHEA BOULEVARD | PHOENIX | AZ | 85028 | N/A | PC | FUNDS WILL ALLOW THE JOY BUS TO PURCHASE BAGS AND BIODEGRADABLE CONTAINERS TO SERVE 5172 MEALS TO HOMEBOUND CANCER PATIENTS. IN ADDITION, "SMART DINING" PLACEMATS WITH INFORMATION ABOUT THE HEALING PROPERTIES OF THE MEAL WILL BE INCLUDED. | $5,000 | |
| THE REFUGE UTAH | ||||||||
| 1433 EAST 840 NORTH | OREM | UT | 84097 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| THE RESEARCH FOUNDATION FOR SUNY THE COLLEGE AT BROCKPORT | ||||||||
| 350 NEW CAMPUS DRIVE | BROCKPORT | NY | 14420 | N/A | PC | ENABLE CAMP ABILITIES - BROCKPORT TO ASSIST OTHER CAMP ABILITIES PROGRAMS THAT HAD TO STOP DURING COVID AS WELL AS ASSIST NEW CAMPS AROUND THE US. THESE NEW AND REVISED PROGRAMS WILL HELP THE HUNDREDS OF CHILDREN AND YOUTH WITH VISUAL IMPAIRMENTS WHO HAVE BEEN EXTREMELY MARGINALIZED DUE TO COVID, LEARN NEW SPORTS AND BECOME MORE INTEGRATED INTO SOCIETY AS A RESULT. | $25,000 | |
| UNITED STATES ASSOCIATION OF BLIND ATHLETES | ||||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | N/A | PC | FUNDING TO ADD A BLIND SOCCER COORDINATOR TO FACILITATE THE HOLISTIC GROWTH OF BLIND SOCCER ACROSS GRASSROOTS SITES, COACH/OFFICIAL PIPELINE, AND NATIONWIDE EXPANSION. | $26,000 | |
| UPSTATE-CAROLINA ADAPTIVE GOLF | ||||||||
| 25 LOUISE AVENUE | GREENVILLE | SC | 29617 | N/A | PC | FUNDS FOR PROJECT 1000, AN ADAPTIVE GOLF THERAPY PROGRAM THAT WILL BRING COGNITIVE, PHYSICAL, PSYCHOLOGICAL, PSYCHOSOCIAL, AND THERAPEUTIC BENEFITS TO YOUTH, ADULTS, AND VETERANS IN THE CAROLINAS. | $5,000 | |
| UTAH ASSISTIVE TECHNOLOGY PROGRAM | ||||||||
| 6855 OLD MAIN HILL | LOGAN | UT | 84321 | N/A | PC | SUPPORT UATP IN PURCHASING EMERGENCY POWER BANKS AND CREATING RESOURCE INFORMATION FOR PEOPLE WITH DISABILITIES. | $11,000 | |
| UTAH VALLEY REFUGEES INC | ||||||||
| 125 EAST 300 SOUTH SUITE 202 | PROVO | UT | 84606 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $500 | |
| VALLEY ADAPTIVE SPORTS INC | ||||||||
| 9290 EDGEWOOD LANE | VICTOR | ID | 83455 | N/A | PC | ENABLE VAS TO PURCHASE AN ADDITIONAL ADAPTIVE NORDIC SKI TO ALLOW A SECOND ADAPTIVE ATHLETE, INSTRUCTOR, FRIEND OR FAMILY MEMBER TO SHARE A SIMILAR NORDIC SKIING EXPERIENCE. | $4,700 | |
| VANGUARD CHARITABLE | ||||||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | N/A | PC | GRANT MADE TO VANGUARD CHARITABLE FOR 2023 SHORTFALL | $40,000 | |
| VERMONT ADAPTIVE SKI AND SPORTS | ||||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $2,000 | |
| VERMONT ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED | ||||||||
| 60 KIMBALL AVENUE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| VERMONT LIONS CHARITIES | ||||||||
| 163 WHITNEY ROAD | SPRINGFIELD | VT | 05156 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $1,000 | |
| VETERANS COMMUNITY PROJECT | ||||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | N/A | PC | FUNDS TO OUTFIT TWO TINY HOMES WITH APPLIANCES, FURNISHINGS, HOME GOODS, AND SUPPLIES FOR VETERANS AND THEIR FAMILIES. FURNISHING PROVIDED BY TGFF WILL BE THEIRS TO KEEP WHEN THEY TRANSITION TO PERMANENT HOUSING. | $11,750 | |
| VIA | ||||||||
| 1170 MAIN STREET | BUFFALO | NY | 14209 | N/A | PC | PROVIDE FUNDING FOR A PILOT PROGRAM TO TRAIN SENIORS WHO ARE VISUALLY IMPAIRED IN ADAPTIVE TECHNOLOGY TO MAXIMIZE THEIR INDEPENDENCE AND PURCHASE ADAPTIVE TECHNOLOGY. | $32,434 | |
| VISIONSERVE ALLIANCE | ||||||||
| 8760 MANCHESTER ROAD | BRENTWOOD | MO | 63144 | N/A | PC | MEMBERSHIP DONATION | $500 | |
| VISUALLY IMPAIRED PRESCHOOL SERVICES | ||||||||
| 1906 GOLDSMITH LANE | LOUISVILLE | KY | 40218 | N/A | PC | DONATION FOR GENERAL OPERATING SUPPORT | $4,200 | |
| WAYPOINT ADVENTURES INC | ||||||||
| 453 CONCORD AVENUE | LEXINGTON | MA | 02421 | N/A | PC | EMPOWER WAYPOINT ADVENTURES TO GROW AN OPEN ENROLLMENT OUTDOOR ADVENTURE PROGRAM FOR THE GENERAL PUBLIC ALONGSIDE THOSE WITH A DISABILITY. | $24,000 | |
| YOUTH FULL MAINE | ||||||||
| PO BOX 745 | BIDDEFORD | ME | 04005 | N/A | PC | PROVIDE FUNDING FOR YOUTH FULL MAINE TO BUILD A WALK-IN REFRIGERATOR IN ORDER TO ACCEPT AND STORE MORE FRESH PRODUCE, MEATS, AND DAIRY ITEMS FOR OUR SCHOOL FOOD PANTRIES AND COMMUNITY-WIDE FREE FOOD DISTRIBUTIONS THROUGHOUT YORK COUNTY. | $5,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $778,239 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,793 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $710,479 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $370,780 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,106,052 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,106,052 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $33,815 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,335 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTER-TERM INVEST-GR ADM - 83,833 SHS | FMV | $727,672 | $727,672 |
| LONG-TERM INVEST-GR ADM - 65,109 SHS | FMV | $529,332 | $529,332 |
| SHORT-TERM INVEST-GR ADM - 103,466 SHS | FMV | $1,058,458 | $1,058,458 |
| STRATEGIC EQUITY FUND - 19,003 SHS | FMV | $652,959 | $652,959 |
| TOT INTL BOND IX ADMIRAL - 104,683 SHS | FMV | $2,064,343 | $2,064,343 |
| TOT INTL STOCK IX INST - 70,153 SHS | FMV | $8,734,011 | $8,734,011 |
| TOTAL BOND MKT INDEX ADM - 245,788 SHS | FMV | $2,386,604 | $2,386,604 |
| TOTAL STOCK MKT IDX INST - 87,163 SHS | FMV | $10,068,147 | $10,068,147 |
| U.S. GROWTH FUND ADMIRAL - 9,405 SHS | FMV | $1,379,613 | $1,379,613 |
| WINDSOR II FUND ADM - 17,492 SHS | FMV | $1,330,459 | $1,330,459 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $6,616 | $0 | $6,552 |
| OFFICE EXPENSES | $4,148 | $0 | $4,030 |
| TRAINING AND DEVELOPMENT | $24 | $0 | $24 |
| ANNUAL MEETING | $294 | $0 | $5,301 |
| SITE VISITS | $64 | $0 | $64 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR UNREALIZED GAIN | Desc |
| Amt | $3,519,700 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $10,559 | $51 | $10,833 |
| INVESTMENT MANAGEMENT FEES | $37,501 | $37,501 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $39,999 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |