HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202133149349101408
- 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
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T07:50:31-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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 | 2021-11-10 | 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 | 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 | $13,681,934 | 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 | $268,140 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,140 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $563,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,425,929 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $563,954 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,332 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $831,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $834,426 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,075 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $15,558 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $96,517 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $285 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $285 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,411 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,614 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,433 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,002 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,431 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $35 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $35 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,677 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,977 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,658 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $1,109 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,109 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $388 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $388 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,967 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $42,339 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $290,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $111,950 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $168,341 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $552,462 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $582,462 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $842,800 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $111,950 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $750,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,831 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $722,476 | NetInvestmentIncomeAmt |
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 | $2,254,685 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,386,546 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,386,546 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $621 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $3,850 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $621 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $621 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $57 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,158,142 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,912,698 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,912,698 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,355,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,484,824 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,484,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,652,442 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,171,197 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,171,197 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,252,612 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,718,022 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,718,022 | 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 | $18,068 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,026 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,026 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,694,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,681,934 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,681,934 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $30,000 | 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 | $30,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,664,907 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,681,934 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,664,907 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,681,934 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,694,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,681,934 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,664,907 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,831 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,858 | OtherIncreasesAmt |
| Subtotal | $13,681,934 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,681,934 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | 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 | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | $3,416,681 | $0 | $2,861,975 | $554,706 | $0 | $0 | $0 | $554,706 | |||
| LTCGD | $9,248 | $0 | $0 | $9,248 | $0 | $0 | $0 | $9,248 | P | 2019-12-31 | 2020-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $563,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,042 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,042 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,068 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,068 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$18,068 | OriginalReturnOverpaymentAmt |
| Overpayment | $8,026 | OverpaymentAmt |
| Applied To ES Tax | $8,026 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028707086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 Main Street Suite 20 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | 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 | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | President | 1.00 | $6,000 | $0 | $0 |
| Elizabeth M Chodorkoff | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Ex. Director & Treasurer | 30.00 | $87,000 | $0 | $0 |
| Diana Maurer Schatz | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Trustee | 1.00 | $6,000 | $0 | $0 |
| Rebecca Robinson | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Secretary / Consultant | 1.20 | $7,075 | $0 | $0 |
| Lisa Chodorkoff | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Trustee | 1.00 | $6,000 | $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 |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,925,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $261,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,187,151 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,187,151 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $197,807 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,989,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $649,467 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $649,467 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,042 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $10,042 | TotalTaxAmt |
| Distributable Before Adj | $639,425 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $639,425 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $639,425 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $750,803 | 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 | $750,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $750,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $639,425 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $93,182 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $159,451 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $121,213 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $373,846 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $750,803 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $639,425 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,378 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $485,224 | 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 |
| Excess Distri Cyov From Yr5 | $93,182 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $392,042 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $159,451 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $121,213 | ExcessFromYear1Amt |
| Excess From Current Year | $111,378 | 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 (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 350 Colorado | ||||||
| 2861 Ellison Place | Boulder | CO | 80304 | PC | Movement BuildingCampaign | $15,000 |
| 350 New Hampshire | ||||||
| 4 Park Street Suite 304 | Concord | NH | 03301 | PC | Volunteer Leadership | $25,000 |
| 350 Vermont | ||||||
| 255 South Champlain Street Suite 11 | Burlington | VT | 05401 | PC | VolunteerCapacity Building | $20,000 |
| Alight | ||||||
| 22 South Broadway 9912 | Denver | CO | 80209 | PC | General Support($15k Accrued in PY) | $0 |
| Blue Ridge Discovery Center | ||||||
| 6402 Whitetop Road | Troutdale | VA | 24378 | PC | Living LearningGarden Initiative | $23,000 |
| Bonnyvale Environmental Education Center | ||||||
| PO Box 2318 | West Brattleboro | VT | 05303 | PC | EnvironmentalEducation | $18,000 |
| Capstone Community Action | ||||||
| 20 Gable Place | Barre | VT | 05641 | PC | Community Kitchen Academy | $15,000 |
| Capstone Community Action | ||||||
| 20 Gable Place | Barre | VT | 05641 | PC | Emergency CrisisResponse | $10,000 |
| Center for an Agricultural Economy | ||||||
| PO Box 422 | Hardwick | VT | 05843 | PC | Community FoodAccess & Education | $12,250 |
| Central Vermont Adult Basic Education | ||||||
| 46 Washington Street Suite 100 | Barre | VT | 05641 | PC | English LanguageLearning | $7,000 |
| Common Ground Center | ||||||
| 473 Tatro Road | Starksboro | VT | 05487 | PC | Adventure/NatureCamps | $10,000 |
| Community Engagement Lab | ||||||
| 41 Summer Street | Montpelier | VT | 05602 | PC | The WatershedProject | $10,000 |
| Governors Institute of Vermont | ||||||
| 20 West Canal Street C | Winooski | VT | 05404 | PC | Current Issues &Youth ActivismInstitute | $5,000 |
| Greyston Foundation Inc | ||||||
| 21 Park Avenue | Yonkers | NY | 10703 | PC | Yonkers CommunityGardens & Environ.Earth Club | $15,000 |
| Greyston Foundation Inc | ||||||
| 21 Park Avenue | Yonkers | NY | 10703 | PC | Emergency Covid-19Response | $5,000 |
| Hunger Free Vermont | ||||||
| 38 Eastwood Drive Suite 100 | South Burlington | VT | 05403 | PC | Regional HungerCouncil & Covid-19Response | $5,000 |
| Instepp Inc | ||||||
| 3717 University Drive Suite B | Durham | NC | 27707 | PC | ImmigrationLegal Services | $10,000 |
| Institute for Social Ecology | ||||||
| PO Box 48 | Plainfield | VT | 05667 | PC | General Support | $20,000 |
| League of Women Voters Coastal Georgia | ||||||
| PO Box 10593 | Savannah | GA | 31412 | PC | General Support | $3,000 |
| Migrant Justice | ||||||
| 294 North Winooski Avenue | Burlington | VT | 05401 | PC | Human Rights forImmigrant Workers | $25,000 |
| Minglewood Farm and Nature Preserve | ||||||
| 238 Minglewood Road | Westfield | NC | 27053 | PC | Capacity Building | $14,500 |
| Mountain Roots Food Project | ||||||
| 107 East Georgia Street Suite 3B | Gunnison | CO | 81230 | PC | Food Security Projects | $7,500 |
| New Community Project | ||||||
| 575 Ruby Brace Road | Starksboro | VT | 05487 | PC | Food Justice andFood Security | $1,500 |
| New England Grassroots Environmental Fund | ||||||
| PO Box 611 | Newmarket | NH | 03857 | PC | Urban FarmingInternship Summer Session | $3,211 |
| Peace and Justice Center | ||||||
| 60 Lake Street 1C | Burlington | VT | 05401 | PC | General Support | $15,000 |
| Planned Parenthood of NNE | ||||||
| 784 Hercules Drive Suite 110 | Colchester | VT | 05446 | PC | Vermont Chapter | $45,000 |
| Planned Parenthood of the Rocky Mountains | ||||||
| 7155 East 38th Avenue | Denver | CO | 80207 | PC | General Support | $25,000 |
| Red Wiggler Community Farm | ||||||
| PO Box 968 | Clarksburg | MD | 20871 | PC | Grower Program($15k Accrued in PY) | $0 |
| Refugee and Immigrant Fund | ||||||
| 32-13 37th Street | Astoria | NY | 11103 | PC | Emergency CrisisResponse | $5,000 |
| Refugee and Immigrant Fund | ||||||
| 32-13 37th Street | Astoria | NY | 11103 | PC | Building Bridgesin NYC | $15,000 |
| Rural Vermont | ||||||
| 46 East State Street | Montpelier | VT | 05602 | PC | Cultivating Equity,Access &Opportunity | $20,000 |
| Sheep Mountain Alliance | ||||||
| PO Box 389 | Telluride | CO | 81435 | PC | Latinx OutdoorEngagementProgram | $5,000 |
| Shelburne Farms | ||||||
| 1611 Harbor Road | Shelburne | VT | 05962 | PC | Burlington City and LakeSemester | $10,000 |
| Sprout City Farms | ||||||
| PO Box 7536 | Denver | CO | 80207 | PC | Food Access andEducationalProgramming | $15,000 |
| The North Branch Nature Center | ||||||
| 713 Elm Street | Montpelier | VT | 05602 | PC | ECO-EducatingChildren Outdoors | $20,000 |
| Tides Center | ||||||
| PO Box 399385 | San Francisco | CA | 94139 | PC | Nobody Leaves Mid-Hudson | $25,000 |
| Toxic Action Center | ||||||
| 141 Main Street Suite 6 | Montpelier | VT | 05602 | PC | CommunityAssistance Program | $20,000 |
| Vermont Foodbank | ||||||
| 33 Parker Road | Barre | VT | 05641 | PC | Covid-19 EmergencyResponse | $10,000 |
| Vermont Works for Women | ||||||
| 32 A Malletts Bay Avenue | Winooski | VT | 05404 | PC | "Step Into Work"Program | $10,000 |
| Vital Communities | ||||||
| 195 North Main Street | White River Junction | VT | 05001 | PC | Community-Based Solutions to EnergyBurden in Manufactured Homes | $7,500 |
| VPIRG Education Fund | ||||||
| 141 Main Street 6 | Montpelier | VT | 05602 | PC | Vermont YouthLobby | $15,000 |
| Walking Mountains Science Center | ||||||
| PO Box 9469 | Avon | CO | 81620 | PC | Sowing SeedsProgram | $10,000 |
| (no name) | ||||||
| To Balance | $1 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $552,462 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,140 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $563,954 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Ordinary Gains from Partnerships | 1 | $4,165 |
| Partnership Rental Losses | 1 | -$2,607 |
| Other Partnership Gains | 1 | $774 |
| Passthrough Partnership Losses | 1 | -$2,923 |
| Tax Exempt Income | 1 | $466 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $831,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $831,969 | 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 |
|---|---|---|---|
| VT CPA Firm Accounting/Tax | $5,395 | $4,316 | $1,079 |
| Payroll Processor Payroll Services | $630 | $95 | $535 |
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 & LTCGD | 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 | $3,425,929 | GrossSalesPriceAmt |
| Basis | $2,861,975 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $563,954 | 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 | $257,427 | $257,427 |
| Self-Help Federal Credit Union | $518,770 | $518,770 |
| 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. | $50,000 | $50,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Accell Group | $72,481 | $72,481 |
| Alcon Inc. | $131,960 | $131,960 |
| Amgen Inc. | $74,724 | $74,724 |
| Automatic Data Processing Inc. | $264,300 | $264,300 |
| Biogen Inc. | $238,739 | $238,739 |
| Camden International Corp. | $143,120 | $143,120 |
| Century Bancorp | $296,289 | $296,289 |
| Christian Hansen Holdings | $127,900 | $127,900 |
| Cisco Systems Inc. | $100,687 | $100,687 |
| Colgate-Palmolive Company | $171,020 | $171,020 |
| Dentsply Sirona Inc. | $126,973 | $126,973 |
| Federal Agri 5.75% PFD | $87,208 | $87,208 |
| General Mills Inc. | $320,460 | $320,460 |
| Koninklijke Ahold N.V. | $276,266 | $276,266 |
| Nokia Corp. | $109,402 | $109,402 |
| Nomad Foods Ltd. | $118,584 | $118,584 |
| Quest Diagnostic Inc. | $105,465 | $105,465 |
| Sanofi | $284,737 | $284,737 |
| Sprouts Farmers Markets | $120,600 | $120,600 |
| Suez | $196,400 | $196,400 |
| Telia Company | $254,627 | $254,627 |
| Telus Corporation | $300,960 | $300,960 |
| Unilever | $412,862 | $412,862 |
| United Utilities | $87,465 | $87,465 |
| Vestas Wind Systems | $334,433 | $334,433 |
| Vodafone Group | $229,402 | $229,402 |
| Cooperative Regions of Organic Producer Pools Cl E | $100,000 | $100,000 |
| High Mowing Seed Co. PFD | $100,010 | $100,010 |
| Solar Communities Inc. | $297,750 | $297,750 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,912,698 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,912,698 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Hannon Armstrong Sustainable REIT | $294,950 | $294,950 |
| Healthpeak Properties Inc. REIT | $232,771 | $232,771 |
| Healthcare Trust of America REIT | $261,630 | $261,630 |
| Physicians Realty Trust REIT | $106,711 | $106,711 |
| Stag Industrial Inc. REIT | $93,960 | $93,960 |
| Income & Impact Fund, LLC | $106,742 | $106,742 |
| Iroquois Valley Farmland REIT | $98,175 | $98,175 |
| Northeast Kingdom Tasting Center, LLC | $35,715 | $35,715 |
| Patient Capital Collaborative '11, LP | $13,318 | $13,318 |
| Safer Made LP | $34,497 | $34,497 |
| Sunwealth Note Pool 2 LLC | $63,120 | $63,120 |
| The Lyme Forest Fund III TE LP | $28,107 | $28,107 |
| The Lyme Forest Fund IV TE LP | $85,510 | $85,510 |
| The Lyme Forest Fund V TE LP | $215,614 | $215,614 |
| VSJF Flexible Capital Fund L3C | $47,202 | $47,202 |
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 | $18,068 | BOYBookValueAmt |
| EOY Book Value | $8,026 | EOYBookValueAmt |
| EOYFMV | $8,026 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Memberships | $1,950 | $0 | $1,950 |
| Office Expenses | $1,097 | $160 | $937 |
| Other Investment Expenses | $6,812 | $6,807 | $0 |
| Technology Expenses | $39,452 | $0 | $39,452 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ordinary Gains from Partnerships | $4,165 | $4,165 |
| Other Partnership Gains | $774 | $774 |
| Partnership Rental Losses | -$2,607 | -$2,607 |
| Passthrough Unrelated Business Losses | -$2,923 | $0 |
| Tax-Exempt Income | $466 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Investments | Desc |
| Amt | $27,858 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VT Investment Managers Investment Management | $67,002 | $67,002 | $0 |
| VT Consultants Strategic Planning | $20,431 | $0 | $20,431 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Taxes and ADR Fees | $16,979 | $16,979 | $0 |
| Payroll Taxes | $6,656 | $998 | $5,658 |
| Excise Tax | $10,042 | $0 | $0 |