S & C HARVEST FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- S & C HARVEST FOUNDATION INC (EIN 20-0443423)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349103601
- 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
- 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 | 2025-05-13T15:12:15-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 5 COURT ST FL 2 | AddressLine1Txt |
| City | MIDDLEBURY | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05753 | 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 | 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 | 2025-05-15 | SignatureDt |
| 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 | STEVEN M MISASI CPA | PreparerPersonNm |
| PTIN | P01283346 | PTIN |
| Phone | 8023886300 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| 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 | $10,927,183 | 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 | $412,233 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $306,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $306,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $418,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $804,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $418,805 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,511 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,149,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $732,800 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,162 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $388 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,332 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,924 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $403 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $581,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $581,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $583,924 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $581,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $565,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $730,279 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $71,388 | CashBOYAmt |
| Cash EOY | $165,485 | CashEOYAmt |
| Cash EOYFMV | $165,485 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,077,808 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,077,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,077,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,941,871 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,684,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,684,190 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $497 | OtherAssetsBOYAmt |
| Total Assets BOY | $10,091,564 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,927,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,927,183 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,503 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,759 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,759 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,090,061 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,923,424 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,090,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,923,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,091,564 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,927,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,090,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $565,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $267,743 | OtherIncreasesAmt |
| Subtotal | $10,923,424 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,923,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| EVERSOURCE ENERGY | P | 2024-05-01 | 2024-04-30 | $90,854 | $96,184 | -$5,330 | -$5,330 |
| ASML HOLDINGS | P | 2020-01-01 | 2024-07-01 | $103,098 | $2,649 | $100,449 | $100,449 |
| ENERGY TRANSFER LP | P | 2018-08-01 | 2024-02-09 | $25,000 | $26,017 | -$1,017 | -$1,017 |
| GABELLI FUNDS - CLASS I | P | 2020-01-01 | 2024-11-26 | $70,000 | $96,991 | -$26,991 | -$26,991 |
| CARPENTER TECH | P | 2020-10-28 | 2024-12-11 | $241,768 | $31,418 | $210,350 | $210,350 |
| CITIGROUP | P | 2020-01-01 | 2024-12-06 | $35,990 | $29,658 | $6,332 | $6,332 |
| GE HEALTHCARE | P | 2020-01-01 | 2024-04-24 | $29,224 | $23,004 | $6,220 | $6,220 |
| GE VERONA LLC | P | 2020-01-01 | 2024-04-25 | $22,079 | $9,726 | $12,353 | $12,353 |
| JPMORGAN | P | 2020-03-11 | 2024-12-06 | $24,642 | $9,653 | $14,989 | $14,989 |
| OCCIDENTAL PETRO | P | 2020-07-02 | 2024-05-07 | $3,337 | $381 | $2,956 | $2,956 |
| STANLEY | P | 2022-01-28 | 2024-04-24 | $18,049 | $33,619 | -$15,570 | -$15,570 |
| GE HEALTHCARE | P | 2020-01-01 | 2024-04-24 | $5,344 | $8,250 | -$2,906 | -$2,906 |
| GE VERONA LLC | P | 2020-01-01 | 2024-04-25 | $6,759 | $6,428 | $331 | $331 |
| JPMORGAN | P | 2020-03-11 | 2024-12-06 | $73,927 | $11,519 | $62,408 | $62,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $418,805 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,330 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,151 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,151 | SubtotalAmt |
| Tax Based On Investment Income | $10,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,751 | 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 | $9,741,833 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,169,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,910,951 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,910,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $163,664 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,747,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $537,364 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $537,364 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,151 | TotalTaxAmt |
| Distributable Before Adj | $527,213 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $527,213 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $527,213 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $581,403 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $581,403 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $527,213 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $21,027 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $84,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,074 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $62,548 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,534 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $254,799 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $581,403 | QualifyingDistributionsAmt |
| Applied To Current Year | $527,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,190 | RemainingDistriFromCorpusAmt |
| Total Corpus | $308,989 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $21,027 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $287,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $84,616 | ExcessFromYear4Amt |
| Excess From Year3 | $42,074 | ExcessFromYear3Amt |
| Excess From Year2 | $62,548 | ExcessFromYear2Amt |
| Excess From Year1 | $44,534 | ExcessFromYear1Amt |
| Excess From Current Year | $54,190 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADDISON COUNTY HABITAT FOR HUMANITY | ||||||||
| PO BOX 1217 | MIDDLEBURY | VT | 05753 | NONE | 501C3 | LOW INCOME HOUSING | $3,000 | |
| ADDISON COUNTY PARENT CHILD | ||||||||
| PO BOX 646 | MIDDLEBURY | VT | 05753 | NONE | 501C3 | GENERAL FUNDS | $5,000 | |
| ADDISON HOUSING WORKS | ||||||||
| 272 MAIN ST | VERGENNES | VT | 05491 | NONE | 501C3 | OPERATIONS | $25,000 | |
| AMERICAN RIVERS | ||||||||
| 1101 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | NONE | 501C3 | CLEAN UP RIVERS | $10,000 | |
| ATRIA COLLECTIVE | ||||||||
| PO BOX 67 | MIDDLEBURY | VT | 05753 | NONE | 501C3 | CAPITAL CAMPAIGN | $3,000 | |
| BLACKNALL MEMORIAL | ||||||||
| 1902 PERRY ST | DURHAM | NC | 27703 | NONE | 501C3 | OPERATIONS | $20,000 | |
| BREADLOAF MOUNTAIN | ||||||||
| 2504 N BIGNHAM | CORNWALL | VT | 05753 | NONE | 501C3 | OPERATIONS | $25,000 | |
| BUCKNELL UNIVERSITY | ||||||||
| LEWISBURG | LEWISBURG | PA | 17837 | NONE | 501 C3 | SUPPORT EDUCATION | $3,000 | |
| CAPSTONE COMMUNITY ACTION | ||||||||
| 20 GABLE PLACE | BARRE | VT | 05641 | NONE | 501C3 | GENERAL | $15,000 | |
| CENTRAL VT MEDICAL CENTER | ||||||||
| 130 FISCHER RD | BERLIN | VT | 05602 | NONE | 501C3 | OPERATIONS | $10,000 | |
| CHARTER HOUSE | ||||||||
| 27 NORTH PLEASANT ST | MIDDLEBURY | VT | 05753 | NONE | 501C3 | GENERAL | $10,000 | |
| CT COLLEGE | ||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | 501C3 | OPERATIONS | $5,000 | |
| CVUUS | ||||||||
| MIDDLEBURY | MIDDLEBURY | VT | 05753 | NONE | 501C3 | OPERATIONS | $20,000 | |
| DOCTORS WO BORDERS | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | NONE | 501C3 | LOW INCOME HEALTH SUPPORT | $2,000 | |
| DUKE UNIVERSITY | ||||||||
| BOX 90581 | DURHAM | NC | 27701 | NONE | 501C3 | SUPPORT EDUCATION | $3,000 | |
| DURHAM NATIVITY SCHOOL | ||||||||
| PO BOX 3537 | DURHAM | NC | 27702 | NONE | 501C3 | OPERATIONS | $3,500 | |
| EL FUTURO ADVANCEMENT OFFICER | ||||||||
| 2020 CHAPEL HILL RD | DURHAM | NC | 27707 | NONE | 501C3 | OPERATIONS | $10,000 | |
| ELDERY SERVICES | ||||||||
| MIDDLEBURY | MIDDLEBURY | VT | 05753 | NONE | 501C3 | OPERATIONS | $10,000 | |
| ELEVATE | ||||||||
| 652 GRANGER RD STE 2 | BARRE | VT | 05641 | NONE | 501C3 | YOUTH SERVICES | $10,000 | |
| FAMILIES MOVING FORWARD | ||||||||
| PO BOX 25426 | DURHAM | NC | 27702 | NONE | 501C3 | OPERATIONS | $6,500 | |
| FAMILY CENTER OF WASHINGTON COUNTY | ||||||||
| 383 SHERIDAN DR | MONTPELIER | VT | 05602 | NONE | 501C3 | GENERAL FUNDS | $10,000 | |
| GOOD SAMARATAN HAVEN | ||||||||
| PO BOX 1104 | BARRE | VT | 05641 | NONE | 501C3 | OPERATIONS | $15,000 | |
| HAITI OUTREACH MINISTRIES | ||||||||
| SUMMER | SUMMER | ME | 04292 | NONE | 501 C3 | HELP REBUILD HOMES IN HAITI | $2,000 | |
| HANNAHS HOUSE INC | ||||||||
| 859 OLD COUNTRY RD | WAITSFIELD | VT | 05673 | NONE | 501C3 | GENERAL | $5,000 | |
| HOMEWARD BOUND | ||||||||
| 236 BOARDMAN ST | MIDDLEBURY | VT | 05753 | NONE | 501C3 | ANIMAL SHELTER | $2,000 | |
| HOPE | ||||||||
| 282 BOARDMAN ST | MIDDLEBURY | VT | 05753 | NONE | 501C3 | OPERATIONS | $15,000 | |
| HOUSING FOR NEW HOPE | ||||||||
| 18 WEST COLONY PLACE | DURHAM | NC | 27705 | NONE | 501C3 | OPERATIONS | $6,000 | |
| HUNGER FREE VT | ||||||||
| 38 EASTWOOD DR | SOUTH BURLINGTON | VT | 05403 | NONE | 501C3 | FOOD FOR LOW INCOME INDIVIDUALS | $2,000 | |
| IGLESIA EMANUEL PRESBYTERIAN CHURCH | ||||||||
| 2504 N ROXBORO ST | DURHAM | NC | 27704 | NONE | 501C3 | OPERATIONS | $3,000 | |
| INSTITUTE FOR SUSTAINABLE COMMUNITI | ||||||||
| 535 STONE CUTTERS WAY | MONTPELIER | VT | 05602 | NONE | 501C3 | GENERAL | $15,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | 5011C | RESCUE COLLECTIVE | $3,000 | |
| JOHN GRAHAM SHELTER | ||||||||
| 69 N MAIN ST | VERGENNES | VT | 05491 | NONE | 501C3 | SOCIAL SERVICES | $2,000 | |
| LANDMARK SCHOOL | ||||||||
| 19 RIVER RD S | PUTNEY | VT | 05346 | NONE | 501C3 | COLLEGE | $5,000 | |
| MIDDLEBURY ACTING COMPANY | ||||||||
| 5605 SNAKE MTN RD | WEYBRIDGE | VT | 05753 | NONE | 501C3 | COMMUNITY PERFORMING ARTS | $1,500 | |
| MIDDLEBURY AREA LAND TRUST | ||||||||
| 298 MAPLE ST | MIDDLEBURY | VT | 05753 | NONE | 501C3 | LAND CONSERVATION | $2,500 | |
| MIDDLEBURY COLLEGE | ||||||||
| 14 OLD CHAPEL RD | MIDDLEBURY | VT | 05753 | NONE | 501C3 | COLLEGE | $1,000 | |
| NORTH BRANCH CENTER | ||||||||
| 713 ELM ST | MONTPELIER | VT | 05602 | NONE | 501C3 | OPERATIONS | $10,000 | |
| OPEN DOOR CLINIC | ||||||||
| 100 PORTER DR | MIDDLEBURY | VT | 05753 | NONE | 501C3 | HEALTH CLINIC | $3,000 | |
| OPERA CO OF MIDDLEBURY | ||||||||
| PO BOX 803 | MIDDLEBURY | VT | 05753 | NONE | 501C3 | PERFORMING ARTS | $3,000 | |
| OUTRIGHT VT | ||||||||
| PO BOX 5235 | BURLINGTON | VT | 05402 | NONE | 501C3 | LGBTQ YOUTH | $4,000 | |
| PEM CHARITABLE FOUNDATION | ||||||||
| 161 ESSEX ST | SALEM | MA | 01970 | NONE | 501C3 | MUSEUM | $1,000 | |
| PENNYWISE FOUNDATION | ||||||||
| 25 OLD PLUMB RD | ESSEX JUNCTION | VT | 05452 | NONE | 501C3 | GENERAL | $10,000 | |
| PLANNED PARENTHOOD NE | ||||||||
| 784 HERCULES DR STE 110 | COLCHESTER | VT | 05446 | NONE | 501C3 | WOMEN'S HEALTH | $7,000 | |
| POPULATION MEDIC CENTER | ||||||||
| 115 PORTER DR | MIDDLEBURY | VT | 05753 | NONE | 501C3 | HEALTHCARE | $1,000 | |
| PORTER MEDICAL CENTER | ||||||||
| 115 PORTER DR | MIDDLEBURY | VT | 05753 | NONE | 501C3 | OPERATIONS | $25,000 | UNIVERITY OF VERMONT |
| REALITY MINISTRIES | ||||||||
| DURHAM | DURHAM | NC | 27701 | NONE | 501 C3 | PROVIDE AID FOR NEEDY | $2,000 | |
| SAMARITAN HEALTH CENTER | ||||||||
| PO BOX 51339 | DURHAM | NC | 27717 | NONE | 501C3 | OPERATIONS | $8,000 | |
| SIMMONS UNIVERSITY | ||||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | NONE | 501C3 | ACADEMIC | $1,000 | |
| STEP UP DURHAM | ||||||||
| 1307 W KNOX ST | DURHAM | NC | 27705 | NONE | 501C3 | OPERATING FUNDS | $17,000 | |
| TOWN HALL THEATRE | ||||||||
| 68 SOUTH PLESANT ST | MIDDLEBURY | VT | 05753 | NONE | 501C3 | GENERAL FUNDS | $110,000 | |
| TOWN OF CARNWALL PUBLIC PARK | ||||||||
| 2629 VT-30 | CORNWALL | VT | 05753 | NONE | 501C3 | PARKS & RECREATION | $5,000 | |
| TRIANGLE LAND CONSERVANCY | ||||||||
| RALEIGH | RALEIGH | NC | 27601 | NONE | 501 C3 | SUPPORT CONSERVATION PROJECTS | $3,000 | |
| TRINITY SCHOOL | ||||||||
| DURHAM | DURHAM | NC | 27701 | NONE | 501 C3 | SUPPORT EDUCATION | $5,000 | |
| UNION OF CONCERNED SCIENTIST | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | 501C3 | INDEPENDENT SCIENCE | $4,000 | |
| UNITED WAY | ||||||||
| COURT ST | MIDDLEBURY | VT | 05753 | NONE | 501C3 | OPERATING FUNDS | $10,000 | |
| VT LAND TRUST | ||||||||
| MONTPELIER | MONTPELIER | VT | 05633 | NONE | 501 C3 | SUPPORT CONSERVATION PROJECTS | $5,000 | |
| VT NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DR | ARLINGTON | VA | 22203 | NONE | 501C3 | OPERATIONS | $20,000 | |
| VT PUBLIC RADIO | ||||||||
| BURLINGTON | BURLINGTON | VT | 05401 | NONE | 501 C3 | SUPPORT PUBLIC RADIO | $10,000 | |
| VT YOUTH CONSERVATION | ||||||||
| 1949 E MAIN ST | RICHMOND | VT | 05477 | NONE | 501C3 | YOUTH NATURE CONSERVATION | $8,000 | |
| WASHINGTON COUNTY MENTAL HEALTH | ||||||||
| 174 HOSPITAL LOOP | BERLIN | VT | 05602 | NONE | 501C3 | OPERATIONS | $5,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 2038 | NEW HAVEN | CT | 06521 | NONE | 501C3 | OPERATIONS | $5,000 | |
| YOUTH FIRST MENTORING | ||||||||
| 73 MAIN ST 29 | MONTPELIER | VT | 05602 | NONE | 501C3 | YOUTH MENTORING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $581,000 | 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 | $7,548 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $306,447 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $418,805 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| PLAINS ALL AMERICAN | -$1,320 |
| ENERGY TRANSFER | $620 |
| ENTERPRISE PRODUCTS | $5,211 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $737,311 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $737,311 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| CHARLES W SUSAN GRIGG | |||||||
| 1 | 2504 N BINGHAM ST | CORNWALL | VT | 05753 | $113,565 | Yes (X) | |
| GRIGG 2015 CHARITABLE LEAD TRUST | |||||||
| 2 | 2504 N BINGHAM ST | CORNWALL | VT | 05753 | $298,668 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | CARPENTER TECHNOLOGY | $34,125 | 2024-12-05 |
| 2 | GE VERNOVA | $28,269 | 2024-12-05 |
| 2 | GENUINE PARTS CO | $37,350 | 2024-12-05 |
| 2 | JP MORGAN CHASE & CO | $52,890 | 2024-12-05 |
| 2 | MONDELEZ INTERNATIONAL | $15,750 | 2024-12-05 |
| 2 | ONEOK INC | $55,250 | 2024-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $1,550 | Amt |
| Net Investment Income | $1,162 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $388 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS SECURITIES | StockNm |
| EOY Book Value | $9,684,190 | EOYBookValueAmt |
| EOYFMV | $9,684,190 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX RECEIVABLE | Desc |
| BOY Book Value | $497 | BOYBookValueAmt |
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 | $6 | $6 | |
| BANK CHARGES | $36 | $9 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| PLAINS ALL AMERICAN | -$1,320 |
| ENERGY TRANSFER | $620 |
| ENTERPRISE PRODUCTS | $5,211 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $267,147 |
| RECONCILING ADJ | $596 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $1,503 | BOYBookValueAmt |
| EOY Book Value | $3,759 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID PTP'S | $274 | $274 |
| FOREIGN TAX PAID VANGUARD | $1,058 | $1,058 |