THE DEVOE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVOE FOUNDATION (EIN 22-2807732)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349100923
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T04:54:56-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222807732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVOE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVO | BusinessNameControlTxt |
| Phone | 8025405245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O K DEVOE-TALLUTO 59 GREEN HILLS | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN DEVOE-TALLUTO | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-05-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| 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 | $485,925 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,791 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,016 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $122,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,016 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,807 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,807 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $5,005 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,005 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,012 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,802 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $21,781 | CashBOYAmt |
| Cash EOY | $27,298 | CashEOYAmt |
| Cash EOYFMV | $27,298 | CashEOYFMVAmt |
| Corporate Stock BOY | $452,583 | CorporateStockBOYAmt |
| Corporate Stock EOY | $458,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $458,627 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $474,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $485,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $485,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $92,581 | CapitalStockBOYAmt |
| Capital Stock EOY | $92,581 | CapitalStockEOYAmt |
| Retained Earning BOY | $381,783 | RetainedEarningBOYAmt |
| Retained Earning EOY | $393,344 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $474,364 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $485,925 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $474,364 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $485,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $474,364 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,012 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,573 | OtherIncreasesAmt |
| Subtotal | $485,925 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $485,925 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 751 SHS CCM COMMUNITY IMPACT BOND FUND | P | 2024-02-12 | 2024-12-30 | $7,020 | $7,020 | ||
| 291 SHS DFA SHORT-DURATION REAL RETURN | P | 2023-12-18 | 2024-02-12 | $3,015 | $2,949 | $66 | $66 |
| 2,158 SHS DFA FIVE-YEAR GLOBAL FIXED INCOME | P | 2016-11-01 | 2024-02-12 | $21,637 | $23,333 | -$1,696 | -$1,696 |
| 2,126 SHS DFA GLOBAL SUSTAINABILITY FIXED INCOME | P | 2018-11-07 | 2024-02-12 | $20,000 | $22,157 | -$2,157 | -$2,157 |
| 1,616 SHS DFA SHORT-DURATION REAL RETURN | P | 2016-11-01 | 2024-02-12 | $16,705 | $16,341 | $364 | $364 |
| 158 SHS DFA US SUSTAINABILITY CORE | P | 2016-11-01 | 2024-01-09 | $5,880 | $2,965 | $2,915 | $2,915 |
| 128 SHS DFA US SUSTAINABILITY CORE | P | 2016-11-01 | 2024-08-26 | $5,640 | $2,409 | $3,231 | $3,231 |
| 177 SHS DFA US SUSTAINABILITY CORE | P | 2016-11-01 | 2024-11-25 | $8,420 | $3,325 | $5,095 | $5,095 |
| 435 SHS DFA US SUSTAINABILITY CORE | P | 2016-11-01 | 2024-11-29 | $20,680 | $8,131 | $12,549 | $12,549 |
| 611 SHS VANGUARD MORTGAGE-BACKED SECURITIES | P | 2016-11-01 | 2024-02-12 | $11,095 | $12,768 | -$1,673 | -$1,673 |
| 272 SHS VERT GLOBAL SUSTAINABLE REAL ESTATE | P | 2023-03-13 | 2024-12-30 | $2,723 | $2,401 | $322 | $322 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,016 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $66 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $359 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $359 | SubtotalAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $914 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $914 | TotalPaymentsAndCreditsAmt |
| Overpayment | $555 | OverpaymentAmt |
| Applied To ES Tax | $555 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIN DEVOE-TALLUTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025405245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 GREEN HILLS DR | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KRISTIN DEVOE-TALLUTO | ||||||
| 59 GREEN HILLS DR | SHELBURNE | VT | 05482 | Trustee | 1.00 | $0 |
| LAURA DEVOE | ||||||
| 820 GREGORY ROAD | FORT COLLINS | CO | 80524 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $473,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $500,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $500,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,507 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,961 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,648 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,648 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359 | TotalTaxAmt |
| Distributable Before Adj | $24,289 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,289 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,289 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,814 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $36,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,289 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,247 | UndistributedIncomePYAmt |
| Qualifying Distributions | $36,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,247 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,567 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $4,722 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIGOS DE SANTA CRUZ | |||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $10,309 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $560 |
| HAWAII LAND TRUST | |||||||
| 126 QUEEN ST SUITE 306 | HONOLULU | HI | 96813 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| JESUITS OF THE MISSOURI PROVINCE | |||||||
| 4511 WEST PINE BLVD | ST LOUIS | MO | 63108 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW RD | MORRISTOWN | VT | 05661 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| REALITIES FOR CHILDREN | |||||||
| 308 E COUNTY ROAD 30 | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| RESPITE CARE OF NORTHERN COLORADO | |||||||
| 6203 SOUTH LEMAY AVENUE | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $7,000 |
| SHELBURNE MUSEUM | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $150 |
| THE GROWING PLACE-RISING STARS | |||||||
| 51 PRICE ROAD | BRIDGER | MT | 59014 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| TREES WATER PEOPLE | |||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| UNDERDOG ANIMAL RESCUE AND REHAB | |||||||
| 4561 SUNNY ACRES | MOAB | UT | 84532 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $200 |
| VERMONT PUBLIC | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $24 |
| SHELBURNE FOOD SHELF | |||||||
| PO BOX 763 | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $259 |
| SHELBURNE CRAFT SCHOOL | |||||||
| 64 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| ELMORE COMMUNITY TRUST | |||||||
| PO BOX 97 | LAKE ELMORE | VT | 05657 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| LOVELAND FOUNDATION | |||||||
| 320 7TH AVENUE 263 | BROOKLYN | NY | 11215 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $262 |
| SURFERS FOR STRAYS | |||||||
| 3830 VALLEY CENTRE DRIVE 705-824 | SAN DIEGO | CA | 92130 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 825 S SHIELDS ST | FORT COLLINS | CO | 80521 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| CRESTED BUTTE LAND TRUST | |||||||
| PO BOX 2224 | CRESTED BUTTE | CO | 81224 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| RIVENDELL SCHOOL | |||||||
| 1800 EAST PROSPECT ROAD | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $5,500 |
| ALOHA ILO RESCUE | |||||||
| PO BOX 492364 | KEAAU | HI | 96749 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $200 |
| NORTHERN COLORADO WILDLIFE CENTER | |||||||
| 2637 MIDPOINT DR SUITE E | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,814 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,016 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,807 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,807 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA FIVE-YEAR GLOBAL FIXED INCOME | ||
| DFA GLOBAL SUSTAINABILITY FIXED INCOME | $15,274 | $15,274 |
| DFA SHORT-DURATION REAL RETURN | ||
| VANGUARD MORTGAGE-BACKED SECURITIES | ||
| DFA EMERGING MARKET SUSTAINABILITY CORE | $46,091 | $46,091 |
| DFA INTERNATIONAL SMALL CAP VALUE | $19,759 | $19,759 |
| DFA INTERNATIONAL SUSTAINABILITY CORE | $64,789 | $64,789 |
| DFA US SUSTAINABILITY CORE | $159,326 | $159,326 |
| DFA US SUSTAINABILITY TARGETED VALUE | $39,205 | $39,205 |
| VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $35,805 | $35,805 |
| DIMENSIONAL INTL SMALL CAP VALUE | $2,604 | $2,604 |
| DIMENSIONAL GLOBAL SUST FIXED INC | $6,113 | $6,113 |
| CALVERT BOND I | $20,901 | $20,901 |
| CALVERT SHORT DURATION IMPACT BOND FUND | $26,765 | $26,765 |
| CCM COMMUNITY IMPACT BOND FUND | $21,995 | $21,995 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $22,573 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $5,005 | Amt |
| Net Investment Income | $5,005 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |