THE WISDOM CONNECTION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE WISDOM CONNECTION INC (EIN 20-0288195)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-27
- IRS object ID
- 202103009349100510
- Schema version
- 2020v4.1
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-27T09:38:37-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273335038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M STUART & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 S MAIN ST | AddressLine1Txt |
| City | HARDWICK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200288195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WISDOM CONNECTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISD | BusinessNameControlTxt |
| Phone | 8025332478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA P ALLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8025332478 | PhoneNum |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | ALLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STUART CPA | PreparerPersonNm |
| PTIN | P01216380 | PTIN |
| Phone | 8024726192 | PhoneNum |
| Preparation | 2021-10-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,501,835 | 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 | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $32,359 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,359 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,359 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,536 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $571,106 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $23,536 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,095 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,895 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,359 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,841 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $10,841 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,320 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,320 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,979 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,629 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,607 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $3,060 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,289 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,289 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,036 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $173,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $173,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $250,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $232,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$193,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,119 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,359 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,744 | CashBOYAmt |
| Cash EOY | $30,685 | CashEOYAmt |
| Cash EOYFMV | $30,685 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,389,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,471,150 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,471,150 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,404,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,501,835 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,501,835 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,404,649 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,501,835 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,404,649 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,501,835 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,404,649 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,501,835 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,404,649 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$193,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $291,127 | OtherIncreasesAmt |
| Subtotal | $2,501,835 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,501,835 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (103 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 145.438 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576 | 2019-12-09 | 2020-03-04 | $2,128 | $2,190 | -$62 | -$62 | |
| 109.722 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576 | 2019-12-09 | 2020-04-15 | $1,404 | $1,652 | -$248 | -$248 | |
| 72.071 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576 | 2019-12-09 | 2020-07-23 | $1,172 | $1,085 | $87 | $87 | |
| 236.933 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576 | 2019-12-09 | 2020-08-14 | $4,059 | $3,568 | $491 | $491 | |
| 242.728 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576 | 2019-12-09 | 2020-09-02 | $4,260 | $3,655 | $605 | $605 | |
| 147.146 GRANDEUR PEAK INTNTLSTALWARTS INSTL, GISYX, 31761R757 | 2019-12-09 | 2020-03-04 | $2,266 | $2,298 | -$32 | -$32 | |
| 10.569 GRANDEUR PEAK INTNTLSTALWARTS INSTL, GISYX, 31761R757 | 2019-12-09 | 2020-03-25 | $128 | $165 | -$37 | -$37 | |
| 47.131 GRANDEUR PEAK INTNTLSTALWARTS INSTL, GISYX, 31761R757 | 2019-12-09 | 2020-04-15 | $631 | $736 | -$105 | -$105 | |
| 70.434 GRANDEUR PEAK INTNTLSTALWARTS INSTL, GISYX, 31761R757 | 2019-12-09 | 2020-07-23 | $1,260 | $1,100 | $160 | $160 | |
| 228.736 GRANDEUR PEAK INTNTLSTALWARTS INSTL, GISYX, 31761R757 | 2019-12-09 | 2020-08-14 | $4,325 | $3,573 | $752 | $752 | |
| 526.043 GRANDEUR PEAK INTNTLSTALWARTS INSTL, GISYX, 31761R757 | 2019-12-09 | 2020-09-02 | $10,331 | $8,217 | $2,114 | $2,114 | |
| 61.664 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2019-06-19 | 2020-03-25 | $2,822 | $3,565 | -$743 | -$743 | |
| 0.59 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2019-06-19 | 2020-03-27 | $27 | $34 | -$7 | -$7 | |
| 788.67 NUANCE CONCENTRATED VALUE FUND INSTL, NCVLX, 56166Y206 | 2019-06-27 | 2020-03-04 | $10,639 | $11,160 | -$521 | -$521 | |
| 71.316 NUANCE CONCENTRATED VALUE FUND INSTL, NCVLX, 56166Y206 | 2019-06-27 | 2020-04-15 | $862 | $1,009 | -$147 | -$147 | |
| 409.333 AMG RIVER ROAD FOC ABSOLUTE VALUE I, AFAVX, 00171A605 | 2019-01-10 | 2020-03-04 | $4,904 | $4,376 | $528 | $528 | |
| 154.1 AMG RIVER ROAD FOC ABSOLUTE VALUE I, AFAVX, 00171A605 | 2019-01-10 | 2020-07-23 | $1,709 | $1,647 | $62 | $62 | |
| 498.913 AMG RIVER ROAD FOC ABSOLUTE VALUE I, AFAVX, 00171A605 | 2019-01-10 | 2020-08-14 | $5,802 | $5,333 | $469 | $469 | |
| 517.114 ARISTOTLE INTERNATNLEQUITY INSTL, ARSFX, 46141P297 | 2018-03-01 | 2020-03-04 | $5,642 | $5,621 | $21 | $21 | |
| 346.467 ARISTOTLE INTERNATNLEQUITY INSTL, ARSFX, 46141P297 | 2018-03-01 | 2020-04-15 | $3,084 | $3,766 | -$682 | -$682 | |
| 195.799 ARISTOTLE INTERNATNLEQUITY INSTL, ARSFX, 46141P297 | 2018-03-01 | 2020-07-23 | $2,095 | $2,128 | -$33 | -$33 | |
| 655.357 ARISTOTLE INTERNATNLEQUITY INSTL, ARSFX, 46141P297 | 2018-03-01 | 2020-08-14 | $7,189 | $7,124 | $65 | $65 | |
| 83.052 BERNZOTT US SMALL CAP VALUE FUND, BSCVX, XXX-XX-XXXX | 2016-09-07 | 2020-03-04 | $1,050 | $1,037 | $13 | $13 | |
| 55.745 BERNZOTT US SMALL CAP VALUE FUND, BSCVX, XXX-XX-XXXX | 2016-09-07 | 2020-07-23 | $695 | $696 | -$1 | -$1 | |
| 187.565 BERNZOTT US SMALL CAP VALUE FUND, BSCVX, XXX-XX-XXXX | 2016-09-07 | 2020-08-14 | $2,528 | $2,343 | $185 | $185 | |
| 255.03 BERNZOTT US SMALL CAP VALUE FUND, BSCVX, XXX-XX-XXXX | 2016-09-07 | 2020-09-02 | $3,509 | $3,185 | $324 | $324 | |
| 46.135 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX | 2016-09-07 | 2020-03-04 | $2,033 | $1,562 | $471 | $471 | |
| 10.165 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX | 2016-09-07 | 2020-04-15 | $361 | $344 | $17 | $17 | |
| 15.557 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX | 2016-09-07 | 2020-07-23 | $720 | $527 | $193 | $193 | |
| 50.399 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX | 2016-09-07 | 2020-08-14 | $2,420 | $1,707 | $713 | $713 | |
| 52.919 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX | 2016-09-07 | 2020-09-02 | $2,642 | $1,792 | $850 | $850 | |
| 316.695 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293 | 2018-03-01 | 2020-03-04 | $4,880 | $4,199 | $681 | $681 | |
| 878.44 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293 | 2018-03-01 | 2020-03-25 | $11,288 | $11,648 | -$360 | -$360 | |
| 168.896 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293 | 2018-03-01 | 2020-04-15 | $2,356 | $2,240 | $116 | $116 | |
| 132.583 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293 | 2018-03-01 | 2020-07-23 | $2,215 | $1,758 | $457 | $457 | |
| 433.495 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293 | 2018-03-01 | 2020-08-14 | $7,265 | $5,748 | $1,517 | $1,517 | |
| 104 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2018-03-13 | 2020-03-04 | $5,917 | $6,637 | -$720 | -$720 | |
| 2094.342 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2018-03-13 | 2020-03-25 | $95,842 | $133,661 | -$37,819 | -$37,819 | |
| 3.605 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2018-03-22 | 2020-03-25 | $165 | $233 | -$68 | -$68 | |
| 37.661 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2018-03-22 | 2020-03-25 | $1,723 | $2,433 | -$710 | -$710 | |
| 59.489 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2018-06-21 | 2020-03-25 | $2,722 | $3,584 | -$862 | -$862 | |
| 49.239 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2018-12-20 | 2020-03-25 | $2,253 | $2,577 | -$324 | -$324 | |
| 222 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834 | 2019-01-10 | 2020-03-25 | $10,159 | $12,183 | -$2,024 | -$2,024 | |
| 156.452 NUANCE CONCENTRATED VALUE FUND INSTL, NCVLX, 56166Y206 | 2019-06-27 | 2020-07-23 | $2,082 | $2,214 | -$132 | -$132 | |
| 399.577 NUANCE CONCENTRATED VALUE FUND INSTL, NCVLX, 56166Y206 | 2019-06-27 | 2020-08-14 | $5,362 | $5,654 | -$292 | -$292 | |
| 86.981 POLEN GROWTH FUND INSTL SHARES, POLIX, XXX-XX-XXXX | 2017-07-21 | 2020-03-04 | $3,074 | $2,041 | $1,033 | $1,033 | |
| 395.973 POLEN GROWTH FUND INSTL SHARES, POLIX, XXX-XX-XXXX | 2017-07-21 | 2020-03-25 | $11,440 | $9,290 | $2,150 | $2,150 | |
| 48.738 POLEN GROWTH FUND INSTL SHARES, POLIX, XXX-XX-XXXX | 2017-07-21 | 2020-07-23 | $1,932 | $1,143 | $789 | $789 | |
| 152.838 POLEN GROWTH FUND INSTL SHARES, POLIX, XXX-XX-XXXX | 2017-07-21 | 2020-08-14 | $6,245 | $3,586 | $2,659 | $2,659 | |
| 256.633 POLEN GROWTH FUND INSTL SHARES, POLIX, XXX-XX-XXXX | 2017-07-21 | 2020-09-02 | $11,687 | $6,021 | $5,666 | $5,666 | |
| 178.393 T ROWE PRICE INSTL LARGE CAP GROWTH, TRLGX, 45775L408 | 2017-07-21 | 2020-03-04 | $7,937 | $6,520 | $1,417 | $1,417 | |
| 178.911 T ROWE PRICE INSTL LARGE CAP GROWTH, TRLGX, 45775L408 | 2017-07-21 | 2020-03-25 | $6,525 | $6,539 | -$14 | -$14 | |
| 37.989 T ROWE PRICE INSTL LARGE CAP GROWTH, TRLGX, 45775L408 | 2017-07-21 | 2020-07-23 | $1,942 | $1,389 | $553 | $553 | |
| 120.814 T ROWE PRICE INSTL LARGE CAP GROWTH, TRLGX, 45775L408 | 2017-07-21 | 2020-08-14 | $6,425 | $4,416 | $2,009 | $2,009 | |
| 253.087 T ROWE PRICE INSTL LARGE CAP GROWTH, TRLGX, 45775L408 | 2017-07-21 | 2020-09-02 | $14,856 | $9,250 | $5,606 | $5,606 | |
| 181.967 TOUCHSTONE | 2018-03-13 | 2020-03-04 | $2,611 | $2,564 | $47 | $47 | |
| 239.265 TOUCHSTONE | 2018-03-13 | 2020-03-25 | $2,756 | $3,371 | -$615 | -$615 | |
| 144.715 TOUCHSTONE | 2018-03-13 | 2020-04-15 | $1,750 | $2,039 | -$289 | -$289 | |
| 74.692 TOUCHSTONE | 2018-03-13 | 2020-07-23 | $1,233 | $1,052 | $181 | $181 | |
| 240.858 TOUCHSTONE | 2018-03-13 | 2020-08-14 | $4,136 | $3,394 | $742 | $742 | |
| 563.542 TOUCHSTONE | 2018-03-13 | 2020-09-02 | $10,578 | $7,940 | $2,638 | $2,638 | |
| 14 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX | 2017-07-19 | 2020-03-04 | $2,540 | $1,832 | $708 | $708 | |
| 19 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX | 2017-07-19 | 2020-04-15 | $3,259 | $2,486 | $773 | $773 | |
| 17 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX | 2017-07-19 | 2020-07-23 | $3,627 | $2,224 | $1,403 | $1,403 | |
| 45 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX | 2017-07-19 | 2020-08-14 | $10,045 | $5,887 | $4,158 | $4,158 | |
| 6.085 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX | 2017-07-19 | 2020-09-02 | $1,483 | $796 | $687 | $687 | |
| 70.915 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX | 2017-07-19 | 2020-09-02 | $17,282 | $9,278 | $8,004 | $8,004 | |
| 44 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-01-23 | 2020-03-04 | $4,792 | $4,076 | $716 | $716 | |
| 110 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-01-23 | 2020-04-15 | $10,466 | $10,189 | $277 | $277 | |
| 39 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-01-23 | 2020-07-23 | $4,099 | $3,613 | $486 | $486 | |
| 1.684 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-01-23 | 2020-08-14 | $181 | $156 | $25 | $25 | |
| 11.978 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-03-29 | 2020-08-14 | $1,286 | $1,140 | $146 | $146 | |
| 11.437 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-06-28 | 2020-08-14 | $1,228 | $1,108 | $120 | $120 | |
| 13.595 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-09-26 | 2020-08-14 | $1,460 | $1,351 | $109 | $109 | |
| 41.306 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX | 2017-10-25 | 2020-08-14 | $4,436 | $4,188 | $248 | $248 | |
| 29 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-06-27 | 2020-03-04 | $2,008 | $1,912 | $96 | $96 | |
| 2.007 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-08-05 | 2020-07-16 | $142 | $134 | $8 | $8 | |
| 1.968 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-09-05 | 2020-07-16 | $139 | $132 | $7 | $7 | |
| 1.893 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-10-03 | 2020-07-16 | $134 | $127 | $7 | $7 | |
| 1.982 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-11-05 | 2020-07-16 | $140 | $131 | $9 | $9 | |
| 1.905 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-12-04 | 2020-07-16 | $134 | $126 | $8 | $8 | |
| 1.98 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-12-26 | 2020-07-16 | $140 | $130 | $10 | $10 | |
| 1.895 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-02-05 | 2020-07-16 | $134 | $127 | $7 | $7 | |
| 1.701 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-03-04 | 2020-07-16 | $120 | $118 | $2 | $2 | |
| 1.619 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-04-03 | 2020-07-16 | $114 | $114 | $0 | $0 | |
| 1.412 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-05-05 | 2020-07-16 | $100 | $99 | $1 | $1 | |
| 1.439 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-06-03 | 2020-07-16 | $102 | $101 | $1 | $1 | |
| 1.147 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-07-06 | 2020-07-16 | $81 | $81 | $0 | $0 | |
| 0.153 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2020-07-06 | 2020-07-20 | $11 | $11 | $0 | $0 | |
| 30 VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T, VCSH, 92206C409 | 2020-07-16 | 2020-07-23 | $2,487 | $2,483 | $4 | $4 | |
| 30 VANGUARD SCOTTSDALE FDS VANGUARD SHORT-T, VCSH, 92206C409 | 2020-07-16 | 2020-08-14 | $2,486 | $2,483 | $3 | $3 | |
| 750.665 DOUBLELINE CORE FIXED INCOME CL I, DBLFX, XXX-XX-XXXX | 2016-05-17 | 2020-03-04 | $8,550 | $8,220 | $330 | $330 | |
| 690.039 DOUBLELINE CORE FIXED INCOME CL I, DBLFX, XXX-XX-XXXX | 2016-05-17 | 2020-07-23 | $7,777 | $7,556 | $221 | $221 | |
| 656.736 DOUBLELINE CORE FIXED INCOME CL I, DBLFX, XXX-XX-XXXX | 2016-05-17 | 2020-08-14 | $7,382 | $7,191 | $191 | $191 | |
| 476.33 PIMCO INTL BD U.S. DOLLAR-HEDGED INST, PFORX, XXX-XX-XXXX | 2018-05-02 | 2020-03-04 | $5,197 | $5,111 | $86 | $86 | |
| 200.761 PIMCO INTL BD U.S. DOLLAR-HEDGED INST, PFORX, XXX-XX-XXXX | 2018-05-02 | 2020-07-23 | $2,188 | $2,154 | $34 | $34 | |
| 212.041 PIMCO INTL BD U.S. DOLLAR-HEDGED INST, PFORX, XXX-XX-XXXX | 2018-05-02 | 2020-08-14 | $2,315 | $2,275 | $40 | $40 | |
| 1046 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-06-27 | 2020-07-16 | $73,815 | $68,973 | $4,842 | $4,842 | |
| 2.052 VANGUARD SCOTTSDALE FDS INTER TERM TREAS, VGIT, 92206C706 | 2019-07-03 | 2020-07-16 | $145 | $135 | $10 | $10 | |
| 1129.869 WESTERN ASSET CORE BOND FUND CL I, WATFX, XXX-XX-XXXX | 2016-05-17 | 2020-03-04 | $15,106 | $14,089 | $1,017 | $1,017 | |
| 904.943 WESTERN ASSET CORE BOND FUND CL I, WATFX, XXX-XX-XXXX | 2016-05-17 | 2020-07-23 | $12,488 | $11,285 | $1,203 | $1,203 | |
| 916.546 WESTERN ASSET CORE BOND FUND CL I, WATFX, XXX-XX-XXXX | 2016-05-17 | 2020-08-14 | $12,603 | $11,429 | $1,174 | $1,174 | |
| CAPITAL GAINS DIVIDENDS | $6,831 | $6,831 | $6,831 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $23,536 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,470 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,960 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,902 | OverpaymentAmt |
| Applied To ES Tax | $3,902 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER MACLEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025332478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| BECKY ARNOLD | ||||||||
| 119 CHENEY RD | GREENSBORO | VT | 05841 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CEILIDH GALLOWAY-KANE | ||||||||
| 83 STEVENS RD | EAST HARDWICK | VT | 05836 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC ERWIN | ||||||||
| PO BOX 253 | NEWPORT | VT | 05855 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| F WILLIAM ALLEY | ||||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | TREASURER | 1.00 | $0 | $0 | $0 |
| LINCOLN LANDE | ||||||||
| 432 MORSE RD | WATERBURY | VT | 05676 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY PARKE MEYER | ||||||||
| 3707 BRIDGMAN HILL RD | HARDWICK | VT | 05843 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PATRICIA PASSMORE ALLEY | ||||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | PRESIDENT | 8.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,276,959 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,601 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,305,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,305,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,270,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $558 | TotalTaxAmt |
| Distributable Before Adj | $112,991 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,991 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,991 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $232,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $232,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $232,860 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,991 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,319 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $91,667 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $216,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,167 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $659,043 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $232,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,991 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $119,869 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $778,912 | 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 | $88,319 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $690,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $91,667 | ExcessFromYear4Amt |
| Excess From Year3 | $116,170 | ExcessFromYear3Amt |
| Excess From Year2 | $216,720 | ExcessFromYear2Amt |
| Excess From Year1 | $146,167 | ExcessFromYear1Amt |
| Excess From Current Year | $119,869 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AWARE | ||||||
| PO BOX 307 | HARDWICK | VT | 05843 | NC | OPERATING SUPPORT, COMMUNITY ALLIES SUPPORT | $10,000 |
| CIRCUS SMIRKUS | ||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | NC | PROGRAM SUPPORT, CAPITAL CAMPAIGN | $10,000 |
| CRAFTSBURY COMMUNITY CARE CENTER | ||||||
| 1784 EAST CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | NC | OPERATING SUPPORT | $5,000 |
| CRAFTSBURY SAPLINGS | ||||||
| PO BOX 87 | CRAFTSBURY | VT | 05826 | NC | OPERATING SUPPORT | $15,000 |
| FOUR SEASONS OF EARLY LEARNING | ||||||
| 1160 MAIN STREET | GREENSBORO BEND | VT | 05842 | NC | TUITION ASSISTANCE, OPERATING SUPPORT, BEND REVITALIZATION INITIATIVE | $17,500 |
| GREENSBORO NURSING HOME | ||||||
| 47 MAGGIES POND RD | GREENSBORO | VT | 05841 | NC | OPERATING SUPPORT | $5,000 |
| HARDWICK AREA FOOD PANTRY | ||||||
| 39 W CHURCH STREET | HARDWICK | VT | 05843 | NC | OPERATING SUPPORT | $10,000 |
| LUND FAMILY CENTER | ||||||
| PO BOX 4009 | BURLINGTON | VT | 05406 | NC | OPERATING SUPPORT | $10,000 |
| RURAL ARTS COLLABORATIVE | ||||||
| C/O WONDER ARTS 165 WILSON STREET | GREENSBORO | VT | 05841 | NC | OPERATING SUPPORT | $1,000 |
| THE CENTER FOR AN AGRICULTURAL ECONOMY | ||||||
| 140 JUNCTION RD | HARDWICK | VT | 05843 | NC | SUPPORT LOCAL PROGRAMS, FARM CONNEX | $15,000 |
| UP FOR LEARNING | ||||||
| 155 ELM ST STE 1 | MONTPELIER | VT | 05602 | NC | OPERATING SUPPORT | $12,000 |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||
| 95 ST PAUL STREET | BURLINGTON | VT | 05401 | NC | SUPPORT NEK PROGRAMS | $7,500 |
| VERMONT HUMANITIES COUNCIL | ||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NC | OPERATING SUPPORT | $5,000 |
| VERMONT YOUTH CONSERVATION CORPS | ||||||
| 1949 EAST MAIN STREET | RICHMOND | VT | 05477 | NC | OPERATING SUPPORT | $10,000 |
| WHOLEHEART INC | ||||||
| 88 HIGH MEADOW LANE | RICHMOND | VT | 05477 | NC | OPERATING SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $173,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,359 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,536 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,895 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,895 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,320 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,320 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,471,150 | EOYBookValueAmt |
| EOYFMV | $2,471,150 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BOOKS SUBSCRIPTIONS REFERENCES | $288 | $0 | $0 | $288 |
| BUSINESS REGISTRATION FEES | $20 | $0 | $0 | $20 |
| COMMUNICATIONS | $1,153 | $0 | $0 | $1,153 |
| POSTAGE MAILING | $118 | $0 | $0 | $118 |
| PRINTING AND COPYING | $450 | $0 | $0 | $450 |
| SUPPLIES | $1,260 | $0 | $0 | $1,260 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS | Desc |
| Amt | $291,127 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DOMAIN | $350 | $0 | $0 | $350 |
| INVESTMENT FEES | $15,629 | $15,629 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $1,400 | $0 | $0 | $0 |
| FOREIGN TAXES | $147 | $147 | $0 | $0 |
| PAYROLL TAXES | $3,060 | $0 | $0 | $3,060 |