HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-10-28
IRS object ID: 202243019349101004
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
Accounting Fees Schedule
Depreciation Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-10-28T10:42:28-07:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	471371818	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Tapia & Huckabay PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 38	AddressLine1Txt
City	Vergennes	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05491	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311784246	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Harris & Frances Block Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	HARR	BusinessNameControlTxt
Phone	8024263806	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o Betsy Chodorkoff 491 Ennis Hill	AddressLine1Txt
City	Marshfield	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05658	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Elizabeth M Chodorkoff	PersonNm
Person Title	Executive Director & Treasurer	PersonTitleTxt
Phone	8024263806	PhoneNum
Signature	2022-10-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Elizabeth	PersonFirstNm
Person Last	Chodorkoff	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	William S Huckabay CPA	PreparerPersonNm
PTIN	P00154308	PTIN
Phone	8028707086	PhoneNum

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	$13,894,652	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

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
Dividends Rev And Expnss	$272,576	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$272,576	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,241,150	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$2,744,910	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,241,150	CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$13,682	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$11,897	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$1,527,408	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,525,623	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$105,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$31,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$73,500	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$0	LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss	$8,451	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,355	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$1,528	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$86,155	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$65,829	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$20,169	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$44,964	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$21,292	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$4,659	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm	$0	DeprecAndDpltnAdjNetIncmAmt
Printing And Pub Rev And Expnss	$158	PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl	$158	PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss	$53,738	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$32,772	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$18,964	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$298,466	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$157,748	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$118,978	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$682,725	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$682,725	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$981,191	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$157,748	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$801,703	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$546,217	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,367,875	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$0	CashBOYAmt
Cash EOY	$0	CashEOYAmt
Cash EOYFMV	$0	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$3,386,546	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$2,476,797	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$2,476,797	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$678	AcctRcvblAmt
Acct Rcvbl Allwnc Dbtfl Acct	$0	AcctRcvblAllwncDbtflAcctAmt
Acct Rcvbl BOY	$621	AcctRcvblBOYAmt
Acct Rcvbl EOY	$678	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$678	AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY	$1,912,698	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,674,640	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,674,640	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$5,484,824	CorporateStockBOYAmt
Corporate Stock EOY	$5,832,819	CorporateStockEOYAmt
Corporate Stock EOYFMV	$5,832,819	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,171,197	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,153,622	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,153,622	CorporateBondsEOYFMVAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments BOY	$1,718,022	OtherInvestmentsBOYAmt
Other Investments EOY	$2,756,096	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,756,096	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$7,355	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,355	LandBldgEquipAccumDeprecAmt
Land BOY	$0	LandBOYAmt
Land EOY	$0	LandEOYAmt
Land EOYFMV	$0	LandEOYFMVAmt
Other Assets BOY	$8,026	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$13,681,934	TotalAssetsBOYAmt
Total Assets EOY	$13,894,652	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,894,652	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$0	AccountsPayableBOYAmt
Accounts Payable EOY	$7,877	AccountsPayableEOYAmt
Grants Payable BOY	$0	GrantsPayableBOYAmt
Grants Payable EOY	$0	GrantsPayableEOYAmt
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 BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,877	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$13,681,934	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$13,886,775	NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY	$0	DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY	$0	DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY	$13,681,934	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$13,886,775	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$13,681,934	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$13,894,652	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$13,681,934	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$546,217	ExcessRevenueOverExpensesAmt
Subtotal	$14,228,151	SubtotalAmt
Other Decreases	$341,376	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$13,886,775	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	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	AcquiredAcquiredDt	SoldSoldDt
Publicly traded securities	P	$2,741,688	$0	$1,503,760	$1,237,928	$0	$0	$0	$1,237,928
Capital gain dividends	P	$3,222	$0	$0	$3,222	$0	$0	$0	$3,222	2020-12-31	2021-12-31

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,241,150	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$19,013	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$19,013	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$19,013	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$12,000	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$10,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$22,000	TotalPaymentsAndCreditsAmt
Original Return Overpayment	-$22,000	OriginalReturnOverpaymentAmt
Overpayment	$2,987	OverpaymentAmt
Applied To ES Tax	$2,987	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
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
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	www.blockfound.org	WebsiteAddressTxt
Individual With Books	Betsy Chodorkoff	IndividualWithBooksNm
Phone	8024263806	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	491 Ennis Hill Road	AddressLine1Txt
City	Marshfield	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05658	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	Yes (true)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	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 (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
Nancy M Sluys
491 Ennis Hill Road	Marshfield	VT	05658	President	1.00	$4,500	$0	$0
Elizabeth M Chodorkoff
491 Ennis Hill Road	Marshfield	VT	05658	Ex. Director & Treasurer	30.00	$87,000	$0	$0
Diana Maurer Schatz
491 Ennis Hill Road	Marshfield	VT	05658	Trustee	1.00	$4,500	$0	$0
Rebecca Robinson
491 Ennis Hill Road	Marshfield	VT	05658	Secretary / Consultant	1.20	$4,500	$0	$0
Lisa Chodorkoff
491 Ennis Hill Road	Marshfield	VT	05658	Trustee	1.00	$4,500	$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	None	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	None	Description1Txt
Expenses1	$0	Expenses1Amt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$13,631,199	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$177,126	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$13,808,325	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$13,808,325	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$207,125	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$13,601,200	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$680,060	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$680,060	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,013	TaxBasedOnInvestmentIncomeAmt
Income Tax	$0	IncomeTaxAmt
Total Tax	$19,013	TotalTaxAmt
Distributable Before Adj	$661,047	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$661,047	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$661,047	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$801,703	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	$801,703	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$661,047	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Excess Distribution Cyov Yr5	$159,451	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$121,213	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$111,378	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$392,042	TotalExcessDistributionCyovAmt
Qualifying Distributions	$801,703	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$661,047	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$140,656	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$532,698	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$159,451	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$373,247	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$121,213	ExcessFromYear2Amt
Excess From Year1	$111,378	ExcessFromYear1Amt
Excess From Current Year	$140,656	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 (38 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
350 New Hampshire
4 Park Street Suite 304	Concord	NH	03301	PC	General Support	$20,000
Alight
22 South Broadway 9912	Denver	CO	80209	PC	General Support	$20,000
Alleghany Junior Appalachian Musicians
360 North Main Street	Sparta	NC	28675	PC	General Support	$15,000
Carolina Migrant Network
6917 Lancer Drive	Charlotte	NC	28226	PC	General Support	$25,000
Central Vermont Adult Basic Education
46 Washington Street Suite 100	Barre	VT	05641	PC	English LanguageLearning	$10,000
Clean Water for North Carolina
29 1/2 Page Avenue	Ashville	NC	28801	PC	General Support	$10,000
El Centro AMISTAD
2222 14th Street	Boulder	CO	80302	PC	Health Equity forLatinx Families	$20,000
Foothills Conservancy of North Carolina
204 Avery Avenue	Morganton	NC	28655	PC	Our Big BackyardProject	$5,000
Global Greengrants
2840 Wilderness Place Suite A	Boulder	CO	80301	PC	Women's EnvironmentalAction	$25,000
Good Food Collective
1100 Avenida del Sol	Durango	CO	81301	PC	Gleaning is Power	$18,425
Groundwork Denver
3280 N Downing Street Unit E	Denver	CO	80205	PC	Green Team Program	$15,000
Hunger Free Vermont
38 Eastwood Drive Suite 100	South Burlington	VT	05403	PC	Regional HungerCouncils	$7,000
Institute for Liberatory Innovation
PO Box 624	Montpelier	VT	05601	PC	Equity Scholar in Residence:Pilot Completion andImplementation	$19,800
Institute for Social Ecology
PO Box 48	Plainfield	VT	05667	PC	General Support	$25,000
Intervale Center
180 Intervale Road	Burlington	VT	05401	PC	BIPOC-GrowTeam	$10,000
Lake Champlain Community Sailing Center
505 Lake Street	Burlington	VT	05401	PC	General Support	$5,000
Maquam Bay of Missisquoi Inc
100 Grand Avenue	Swanton	VT	05488	PC	How to Grow Foodwith Gardening	$10,000
Migrant Justice
294 North Winooski Avenue	Burlington	VT	05401	PC	Milk with Dignity	$25,000
Minglewood Farm and Nature Preserve
238 Minglewood Road	Westfield	NC	27053	PC	Capacity Building	$25,000
Mountain Alliance
PO Box 2854	Boone	NC	28607	PC	Summer Outdoor LearningExperience for Teens	$10,000
Northeast Regional Foundation
75 Fairfield Street	St Albans	VT	05478	PC	Healthy RootsCollaborative Project	$20,000
Planned Parenthood of NNE
784 Hercules Drive Suite 110	Colchester	VT	05446	PC	Vermont Chapter	$25,000
Planned Parenthood South Atlantic
3000 Maplewood Ave Suite 112	WinstonSalem	NC	28401	PC	General Support	$50,000
Project Worthmore
1666 Elmira Street	Aurora	CO	80010	PC	Comprehensive Servicesand Support forRefugees	$25,000
Red Wiggler Community Farm
PO Box 968	Clarksburg	MD	20871	PC	Grower Program	$15,000
Refugee and Immigrant Fund
32-13 37th Street	Astoria	NY	11103	PC	General Support	$20,000
Shelburne Farms
1611 Harbor Road	Shelburne	VT	05962	PC	Burlington City and LakeSemester	$10,000
Soul 2 Soul Sisters
PO Box 7632	Denver	CO	80207	PC	Reproductive Justice	$25,000
Sprout City Farms
PO Box 7536	Denver	CO	80207	PC	Food Access andEducationalProgramming	$15,000
Sprouting Up Corporation
1301 Buttonwood Drive	Fort Collins	CO	80525	PC	Outdoor Kitchen& Nutrition Program	$10,000
Sustainability Matters
822 Swover Creek Road	Edinburg	VA	22824	PC	Making Trash Bloom	$7,500
The Urban Farm
10200 Smith Road	Denver	CO	80239	PC	Urban Grown IncubatorFarm	$20,000
Tides Center
PO Box 399385	San Francisco	CA	94139	PC	Nobody Leaves Mid-Hudson	$25,000
Transplanting Traditions Community Foundation
PO Box 394	Carrboro	NC	27510	PC	Children and Youth	$25,000
Ute Mountain Ute Tribe
PO Box 189	Towaoc	CO	81334	PC	Grocery Store, Native FoodIncubator & IndigenousAgriculture	$25,000
Vermont Journalism Trust
26 State Street Suite 8	Montpelier	VT	05602	PC	Community ListeningProject	$10,000
Vermont Releaf Collective
PO Box 1017	Colchester	VT	05446	PC	General Support	$25,000
Vermont Rural Education Collaborative
212 Duchess Avenue Suite A	Newport	VT	05855	PC	Enhancing Equity	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$682,725	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$272,576	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,241,150	ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (5 entries)

DescDesc	BusinessBusinessCd	Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt	ExclusionExclusionCd	ExclusionExclusionAmt
Ordinary Gains from Partnerships	110000	$1,749	1	$6,544
Partnership Rental Gains	110000	$17	1	$281
Other Partnership Gains			1	$5,207
Tax Exempt Income			1	$60
Section 1231 Losses	110000	-$41	1	-$135

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$1,725	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,525,683	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,527,408	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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Accounting Firms Accounting/Tax	$7,695	$6,128	$999
Payroll Processor Payroll Services	$756	$227	$529

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (4 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt
Laptop computer	2009-12-04	$2,440	$2,440	SL	5.000000000000	$0
Laptop computer	2010-09-29	$962	$962	SL	3.000000000000	$0
Laptop computer	2012-02-04	$2,373	$2,373	SL	3.000000000000	$0
Mac computer	2014-07-18	$1,580	$1,580	SL	3.000000000000	$0

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	Publicly Held Securities & Capital Gain Dividends	AssetDesc
How Acquired	Purchased	HowAcquiredTxt

Purchaser Name PurchaserNameGrp

Field	Value	IRS element (for citing)
Person	Unrelated Third Parties	PersonNm

Field	Value	IRS element (for citing)
Gross Sales Price	$2,744,910	GrossSalesPriceAmt
Basis	$1,503,760	BasisAmt
Basis Method	Cost	BasisMethodTxt
Sales Expense	$0	SalesExpenseAmt
Total Net	$1,241,150	TotalNetAmt
Accumulated Depreciation	$0	AccumulatedDepreciationAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Blue Ridge Discovery Center Inc.	$200,000	$200,000
John Deere	$253,215	$253,215
Self-Help Federal Credit Union	$508,867	$508,867
SUN Initiative Financing, LLC II	$25,000	$25,000
The Skinny Pancake	$50,000	$50,000
Vermont Community Loan Fund	$70,000	$70,000
Vermont Natural Coatings, Inc.	$46,540	$46,540

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Accell Group	$125,296	$125,296
AEA-Bridges Impact	$61,189	$61,189
Amalgamated Financial Corporation	$66,325	$66,325
Amgen Inc.	$73,115	$73,115
Automatic Data Processing Inc.	$371,430	$371,430
Beiersdorf AG	$201,679	$201,679
Camden International Corp.	$192,640	$192,640
Check Pt Software	$139,872	$139,872
Christian Hansen Holdings	$98,400	$98,400
Cisco Systems Inc.	$142,583	$142,583
Colgate-Palmolive Company	$170,680	$170,680
Dentsply Sirona Inc.	$63,601	$63,601
First Solare Inc.	$61,448	$61,448
General Mills Inc.	$269,520	$269,520
Glaxosmithkline PLC	$386,662	$386,662
IBM Corp.	$80,196	$80,196
iSun Inc.	$104,908	$104,908
Koninklijke Ahold N.V.	$206,400	$206,400
Nokia Corp.	$116,594	$116,594
Nomad Foods Ltd.	$210,356	$210,356
Quest Diagnostic Inc.	$153,114	$153,114
Sanofi	$293,586	$293,586
Smith & Nephew Group PF	$197,161	$197,161
Spark New Zealand Ltd.	$93,636	$93,636
Sprouts Farmers Markets	$178,080	$178,080
Suez	$225,000	$225,000
Telia Company	$241,258	$241,258
Telus Corporation	$358,264	$358,264
Unilever	$268,950	$268,950
United Utilities	$104,293	$104,293
Vestas Wind Systems	$105,514	$105,514
Vital Farms Inc.	$56,076	$56,076
Vodafone Group	$214,983	$214,983
Cooperative Regions of Organic Producer Pools Cl E	$100,000	$100,000
High Mowing Seed Co.	$100,010	$100,010

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,674,640	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,674,640	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (18 entries)

Category Or ItemCategoryOrItemTxt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Federal Agric 5.25% PFD	$484,885	$484,885
Healthcare Trust of America REIT	$131,223	$131,223
Healthpeak Properties Inc. REIT	$277,893	$277,893
Income & Impact Fund, LLC	$106,565	$106,565
Iroquois Valley Farmland REIT	$101,970	$101,970
Kilroy Realty Corp REIT	$199,380	$199,380
Northeast Kingdom Tasting Center	$33,799	$33,799
Physicians Realty Trust REIT	$197,621	$197,621
Reinventure Capital Fund I LP	$115,389	$115,389
Safer Made LP	$42,442	$42,442
Stag Industrial Inc. REIT	$143,880	$143,880
Sunwealth Note Pool 2 LLC	$57,069	$57,069
The Lyme Forest Fund III TE LP	$28,872	$28,872
The Lyme Forest Fund IV TE LP	$81,256	$81,256
The Lyme Forest Fund V TE LP	$206,278	$206,278
Vaneck Green Bond ETF	$214,154	$214,154
VSJF Flexible Capital Fund L3C	$47,200	$47,200
Washington REIT	$286,220	$286,220

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

Field	Value	IRS element (for citing)
Category Or Item	Computer Equipment	CategoryOrItemTxt
Cost Or Other Basis	$7,355	CostOrOtherBasisAmt
Accumulated Depreciation	$7,355	AccumulatedDepreciationAmt
Book Value	$0	BookValueAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	Excise Tax Refund Receivable	Desc
BOY Book Value	$8,026	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	Unrealized Losses on Investments	Desc
Amt	$341,376	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Information Technology	$18,682	$50	$16,632
Membership Fees	$1,560	$0	$1,560
Office Expenses	$1,128	$356	$772
Other Investment Expenses	$32,368	$32,366	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Ordinary Gains from Partnerships	$8,293	$6,544
Other Partnership Gains	$5,207	$5,207
Partnership Rental Gains	$298	$281
Tax-Exempt Income	$60	$0
Section 1231 Gain/loss	-$176	-$135

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Managers Investment Management	$65,986	$65,829	$0
Consultants Strategic Planning	$20,169	$0	$20,169

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Foreign Taxes and ADR Fees	$19,295	$19,295	$0
Payroll Taxes	$6,656	$1,997	$4,659
Excise Tax	$19,013	$0	$0