MAJIC VERMONT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MAJIC VERMONT FOUNDATION (EIN 45-2437081)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-26
- IRS object ID
- 202322699349100107
- Schema version
- 2022v5.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-26T07:19:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452437081 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAJIC Vermont Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MAJI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily Porter | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Emily | PersonFirstNm |
| Person Last | Porter | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $13,839,075 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,713 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,713 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $195,348 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $195,348 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,035 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,497,265 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,035 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $278,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,096 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $56,221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,221 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $17,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,830 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $56,672 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $56,668 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,975 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,055 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,668 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $714,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,055 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $641,668 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$436,879 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,041 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,506,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $346,588 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $346,588 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $496,365 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $493,854 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,402,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,629,131 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,998,633 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $11,908,963 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,472,084 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,839,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,908,963 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,472,084 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,908,963 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,472,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,908,963 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,472,084 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,908,963 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$436,879 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,472,084 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,472,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $1,497,265 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,418,230 | CostOrOtherBasisAmt |
| Gain Or Loss | $79,035 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $79,035 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,035 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,045 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,045 | SubtotalAmt |
| Tax Based On Investment Income | $3,045 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $3,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $255 | OverpaymentAmt |
| Applied To ES Tax | $255 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Bausch | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP, Sec | 1.0 | $0 | $0 | $0 |
| David Ignat | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Eleanor J Ignat | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Emily Porter | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $56,643 |
| Raymond James | |||||
| 902 carnegie ctr ste 320 | PRINCETON | NJ | 08540 | Investment Managemen | $56,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,545,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $517,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,063,663 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,063,663 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,955 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,852,708 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $692,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $692,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,045 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,045 | TotalTaxAmt |
| Distributable Before Adj | $689,590 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $689,590 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $689,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $641,668 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $641,668 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $689,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $631,382 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Qualifying Distributions | $641,668 | QualifyingDistributionsAmt |
| Applied To Year1 | $631,382 | AppliedToYear1Amt |
| Applied To Current Year | $10,286 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $679,304 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | David Ignat | ContributingManagerNm |
| Contributing Manager | Eleanor J Ignat | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABORTION CARE NETWORK | |||||||
| 1300 I ST NW STE 400E | WASHINGTON | DC | 20005 | N/A | PC | Keep Our Clinics Effort and Technical Assistance Effort | $25,000 |
| ADDISON COUNTY COMMUNITY ACTION GROUP INC | |||||||
| 282 BOARDMAN ST STE 1A | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $25,000 |
| CHESAPEAKE BAY FOUNDATION INC | |||||||
| 6 HERNDON AVE | ANNAPOLIS | MD | 21403 | N/A | PC | General & Unrestricted | $50,000 |
| CHILDRENS LAW CENTER INCORPORATED | |||||||
| 501 3RD ST NW 8TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $65,000 |
| FEMHEALTH USA INC | |||||||
| 1001 CONNECTICUT AVE NW STE 805 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $15,000 |
| FOOD & FRIENDS INC | |||||||
| 219 RIGGS RD NE | WASHINGTON | DC | 20011 | N/A | PC | General & Unrestricted | $10,000 |
| GREATER DC DIAPER BANK | |||||||
| 5614 CONNECTICUT AVE NW 285 | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $30,000 |
| INTERNATIONAL RESCUE COMMITTEE INC | |||||||
| PO BOX 6068 | ALBERT LEA | MN | 56007 | N/A | PC | General & Unrestricted | $60,000 |
| MIDDLEBURY AREA LAND TRUST | |||||||
| PO BOX 804 | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL ABORTION FEDERATION | |||||||
| 1090 VERMONT AVE NW STE 1000 | WASHINGTON | DC | 20005 | N/A | PC | National Abortion Hotline | $25,000 |
| NATIONAL PARTNERSHIP FOR WOMEN AND FAMILIES INC | |||||||
| 1725 I ST NW STE 950 | WASHINGTON | DC | 20006 | N/A | PC | Health Care program | $25,000 |
| UNITED WAY OF ADDISON COUNTY INC | |||||||
| PO BOX 555 | MIDDLEBURY | VT | 05753 | N/A | PC | General & Unrestricted | $50,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $50,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVE | COLCHESTER | VT | 05446 | N/A | PC | General & Unrestricted | $100,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,713 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $195,348 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,035 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $278,096 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,096 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (86 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $17,675 | $26,459 |
| ABBVIE INC | $37,430 | $41,534 |
| AIA GROUP LTD ADR | $56,233 | $72,332 |
| AIRBUS GROUP | $22,698 | $24,173 |
| ALPHABET INC CL A | $25,339 | $56,467 |
| ALPHABET INC CL C | $4,868 | $14,197 |
| AMAZON COM | $16,779 | $48,720 |
| AMCAP FUND, INC., CLASS F-2 SH | $367,084 | $370,263 |
| AMERICAN FUNDAMENTAL INVESTORS | $377,919 | $399,952 |
| AMERICAN FUNDS SMALLCAP WORLD | $290,556 | $309,288 |
| APPLE INC | $15,692 | $84,195 |
| ASML HOLDING NV NY REG SHS | $75,441 | $85,238 |
| ASTRAZENECA | $66,324 | $94,581 |
| AT&T, INC | $40,291 | $31,702 |
| BAE SYSTEMS PLC | $18,455 | $20,696 |
| BERKSHIRE HATHAWAY INC. CLASS | $31,821 | $68,267 |
| BOEING CO | $50,474 | $49,908 |
| BROADCOM INC | $126,563 | $231,480 |
| CANADIAN NATURAL RESOURCES LTD | $22,760 | $22,379 |
| CAPITAL GROUP DIVIDEND VALUE | $48,014 | $49,374 |
| CAPITAL GROUP INTERNATIONAL FO | $169,135 | $165,203 |
| CAPITAL WORLD GROWTH AND INCOM | $188,655 | $200,912 |
| CENOVUS ENERGY INC | $11,456 | $11,937 |
| CHEVRON CORP | $49,299 | $90,642 |
| CME GROUP, INC | $50,671 | $54,148 |
| CNX RESOURCES CORP | $16,253 | $23,206 |
| COSTCO WHOLESALE CORPORATION | $9,817 | $31,955 |
| CROWN CASTLE INTL | $28,851 | $32,689 |
| CVS CAREMARK CORP | $12,972 | $11,369 |
| DARDEN RESTAURANTS INC | $11,831 | $12,311 |
| DIGITAL RLTY TR INC | $26,783 | $18,650 |
| DTE ENERGY CO COM | $19,183 | $21,626 |
| ELI LILLY & CO | $22,726 | $27,438 |
| EXXON MOBIL CORP | $18,350 | $20,957 |
| FAIRFAX FINL HLDGS LTD | $16,225 | $20,200 |
| FEDEX CORPORATION | $10,030 | $12,470 |
| FINANCIAL SELECT SECTOR SPDR F | $12,248 | $12,449 |
| GENERAL ELECTRIC CO | $54,691 | $59,742 |
| GENERAL MILLS INC | $15,407 | $20,795 |
| GILEAD SCIENCES INC | $18,390 | $26,442 |
| HDFC BANK LTD ADR | $26,692 | $24,012 |
| HOME DEPOT INC | $49,692 | $117,500 |
| INTERNATIONAL GROWTH & INCOME | $191,367 | $177,901 |
| INVESCO QQQ TRUST | $64,686 | $62,842 |
| ISHARES DOW JONES US TELECOM | $26,514 | $26,983 |
| ISHARES MSCI EMERGING MARKETS | $229,093 | $159,180 |
| ISHARES RUSSELL 2000 | $84,135 | $65,385 |
| ISHARES S&P GLOBAL HEALTHCARE | $34,125 | $38,281 |
| JOHNSON & JOHNSON | $18,308 | $21,551 |
| JP MORGAN CHASE | $72,074 | $91,054 |
| KRAFT HEINZ CO | $18,348 | $20,274 |
| LOCKHEED MARTIN CORP | $16,025 | $25,784 |
| LONGLEAF PARTNERS FUND | $688,512 | $465,290 |
| LONGLEAF PARTNERS INTERNATIONA | $162,035 | $132,473 |
| LONGLEAF PARTNERS SMALL CAP FU | $331,988 | $247,384 |
| LUMEN TECHNOLOGIES INC | $111,198 | $44,527 |
| LVMH MOET HENN UNSP | $69,681 | $84,894 |
| MASTERCARD INC | $12,270 | $19,821 |
| MCDONALD'S CORP | $15,898 | $25,826 |
| MERCK & CO INC | $25,409 | $45,046 |
| MICROSOFT CORP | $53,854 | $190,417 |
| NESTLE S.A | $74,972 | $85,006 |
| NETFLIX INC | $16,063 | $17,693 |
| NEW WORLD FUND, INC (F2) | $264,513 | $279,379 |
| NORDSON CP | $3,063,060 | $4,992,119 |
| NOVARTIS AG ADR | $48,002 | $51,348 |
| NOVO NORDISK A S | $39,471 | $49,128 |
| OCCIDENTAL PETROLEUM CORP | $28,839 | $31,243 |
| PFIZER INC | $72,593 | $96,075 |
| PROCTER GAMBLE CO | $15,688 | $22,734 |
| SOFTBANK CP UNSP ADR | $26,676 | $26,704 |
| SONY GROUP CORP | $23,464 | $21,206 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $123,701 | $141,829 |
| TARGET CORPORATION | $11,745 | $18,928 |
| TENCENT HOLDINGS LIMITED | $21,591 | $24,569 |
| TEXAS INSTRUMENTS INC | $8,034 | $12,061 |
| THE COCA-COLA CO | $49,061 | $71,434 |
| THE GROWTH FUND OF AMERICA, IN | $400,290 | $411,078 |
| THERMO FISHER SCIENTIFIC INC | $10,816 | $20,926 |
| TOTALENERGIES SE | $22,805 | $26,074 |
| UNITEDHEALTH GROUP INC | $20,576 | $60,441 |
| VANGUARD ST BOND ETF | $1,023,957 | $937,595 |
| VERIZON COMMUNICATIONS | $84,437 | $65,049 |
| VICI PROPERTIES INC | $24,613 | $23,296 |
| WASHINGTON MUTUAL INVESTORS FU | $357,622 | $430,424 |
| ZURICH INS GROU ADR | $19,249 | $19,523 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $496,365 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $493,854 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $56,643 | $56,643 | |
| Bank Charges | $4 | $4 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $56,221 | Amt |
| Net Investment Income | $56,221 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2022 | $3,300 | |
| 990-PF Excise Tax for 2021 | $10,952 | |
| Foreign Tax Paid | $2,830 | $2,830 |