THE DEVOE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVOE FOUNDATION (EIN 22-2807732)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202232979349100603
- Schema version
- 2021v4.1
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T07:53:55-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 |
| Phone | 8025405245 | PhoneNum |
| Signature | 2022-10-23 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KRISTIN | PersonFirstNm |
| Person Last | DEVOE-TALLUTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $551,463 | 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 | $14,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,323 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $14,582 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,636 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $14,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,905 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,636 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,338 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $488 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,826 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,206 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,206 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,206 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,636 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,320 | CashBOYAmt |
| Cash EOY | $27,092 | CashEOYAmt |
| Cash EOYFMV | $27,092 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $469,989 | CorporateStockBOYAmt |
| Corporate Stock EOY | $524,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $524,371 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $494,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $551,463 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $551,463 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| 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 | $401,728 | RetainedEarningBOYAmt |
| Retained Earning EOY | $458,882 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $494,309 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $551,463 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $494,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $551,463 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $494,309 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,709 | ExcessRevenueOverExpensesAmt |
| Other Increases | $63,863 | OtherIncreasesAmt |
| Subtotal | $551,463 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $551,463 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 442 SHS DFA US SUSTAINABILITY TARGETED VALUE | P | 2020-07-07 | 2021-02-17 | $7,060 | $0 | $4,424 | $2,636 | $0 | $0 | $0 | $2,636 |
| 210 SHS DFA INTL SUSTAINABILITY CORE | P | 2014-11-18 | 2021-01-06 | $2,570 | $0 | $2,137 | $433 | $0 | $0 | $0 | $433 |
| 168 SHS DFA INTL SUSTAINABILITY CORE | P | 2014-11-18 | 2021-09-15 | $2,305 | $0 | $1,714 | $591 | $0 | $0 | $0 | $591 |
| 92 SHS DFA INTL SUSTAINABILITY CORE | P | 2017-09-20 | 2021-09-15 | $1,255 | $0 | $933 | $322 | $0 | $0 | $0 | $322 |
| 240 DFA US SUSTAINABILITY CORE | P | 2016-01-06 | 2021-09-08 | $8,630 | $0 | $4,309 | $4,321 | $0 | $0 | $0 | $4,321 |
| 69 SHS DFA US SUSTAINABILITY CORE | P | 2016-01-06 | 2021-12-01 | $2,465 | $0 | $1,248 | $1,217 | $0 | $0 | $0 | $1,217 |
| 134 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2021-12-01 | $4,755 | $0 | $2,409 | $2,346 | $0 | $0 | $0 | $2,346 |
| 145 SHS DFA US SUSTAINABILITY CORE | P | 2016-10-19 | 2021-12-13 | $5,320 | $0 | $2,604 | $2,716 | $0 | $0 | $0 | $2,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,582 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,636 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $328 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $328 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $430 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $430 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$430 | OriginalReturnOverpaymentAmt |
| Overpayment | $102 | OverpaymentAmt |
| Applied To ES Tax | $102 | 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 |
| Individual With Books | KRISTIN DEVOE-TALLUTO | IndividualWithBooksNm |
| Phone | 8025405245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 GREEN HILLS DRIVE | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTIN DEVOE-TALLUTO | ||||||||
| 59 GREEN HILLS DRIVE | SHELBURNE | VT | 05482 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURA DEVOE | ||||||||
| 820 GREGORY ROAD | FORT COLLINS | CO | 80524 | TRUSTEE | 1.00 | $0 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $509,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,718 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $534,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $534,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,025 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $526,949 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $328 | TotalTaxAmt |
| Distributable Before Adj | $26,019 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $26,019 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $26,019 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,206 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,206 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $26,019 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,377 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,206 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,206 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $1,171 | Taxable2Amt |
| Undistributed Income CY | $26,019 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MOUNTAIN SAGE COMMUNITY SCHOOL | ||||||
| 2310 EAST PROSPECT RD SUITE A | FORT COLLINS | CO | 80525 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $2,000 |
| JESUITS OF THE MISSOURI PROVINCE | ||||||
| 4511 WEST PINE BLVD | ST LOUIS | MO | 63108 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $2,500 |
| THE GROWING PLACE-RISING STARS | ||||||
| 51 PRICE RD | BRIDGER | MT | 59014 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $1,000 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | ||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $500 |
| UNDERDOG ANIMAL AND RESCUE REHAB | ||||||
| 4561 SUNNY ACRES | MOAB | UT | 84532 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $250 |
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $773 |
| AMIGOS DE SANTA CRUZ | ||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $1,000 |
| SHELBURNE FARMS | ||||||
| 11611 HARBOR ROAD | SHELBURNE | VT | 05482 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $1,500 |
| SHELBURNE MUSEUM | ||||||
| 6000 SHELBURNE ROAD PO BOX 10 | SHELBURNE | VT | 05482 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $250 |
| CHAMPLAIN HOUSING TRUST | ||||||
| 88 KING STREET | BURLINGTON | VT | 05401 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $100 |
| ALL SOULS INTERFAITH GATHERING | ||||||
| PO BOX 1124 291 BOSTWICK FARM ROAD | SHELBURNE | VT | 05482 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $500 |
| OPEN DOOR CLINIC | ||||||
| 100 PORTER DRIVE | MIDDLEBURY | VT | 05753 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $1,000 |
| LOVELAND FOUNDATION | ||||||
| 320 7TH AVENUE 263 | BROOKLYN | NY | 11215 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $262 |
| COMMUNITY FIRST FOUNDATION | ||||||
| 5855 WADSWORTH BYPASS UNIT A | ARVADA | CO | 80003 | PC | FURTHERING OF CHARITABLEPURPOSE OF ORGANIZATION | $3,571 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,206 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,323 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $524,371 | EOYBookValueAmt |
| EOYFMV | $524,371 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| TAX SOFTWARE | $420 |
| BANK FEES | $68 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN PORTFOLIO VALUE | Desc |
| Amt | $63,863 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ABACUS WEALTH PARTNERS INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $5,338 | Amt |