HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202003169349100905
- Schema version
- 2019v5.1
- 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
- Schedule B
- 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 | 2020-11-11T06:17:29-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | William S Huckabay CPA | PreparerPersonNm |
| PTIN | P00154308 | PTIN |
| Phone | 8028707086 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.252.240.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-11 | IPDt |
| IP Tm | 06:17:16 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DEF13F45EC751C1E0E99315A4949D32ABDEF913F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,694,907 | 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 | $477,721 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $315,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $315,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,090 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,336,322 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,090 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $100 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,492 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,151,276 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $676,947 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,687 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $67,263 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,487 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,487 | 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 | $6,754 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,881 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,873 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $73,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,117 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,794 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $77 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $77 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,988 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,269 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,120 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,540 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,540 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,992 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,583 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,409 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $123,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $679,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $923,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $773,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $227,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $562,333 | 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 | $1,517,997 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,254,685 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,254,685 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,850 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $3,441 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $3,850 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,850 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Prepaid Expenses BOY | $57 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $57 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $57 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,393,446 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,158,142 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,158,142 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,841,063 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,355,051 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,355,051 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $944,851 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,652,442 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,652,442 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,652,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,252,612 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,252,612 | 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 | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,068 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,068 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,352,897 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,694,907 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,694,907 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,442 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $30,000 | 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 | $4,442 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,348,455 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,664,907 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,348,455 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,664,907 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,352,897 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,694,907 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,348,455 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $227,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,088,625 | OtherIncreasesAmt |
| Subtotal | $13,664,907 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,664,907 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $3,336,322 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $2,978,232 | CostOrOtherBasisAmt |
| Gain Or Loss | $358,090 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $358,090 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,090 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $584,337 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,500,816 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046744 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $485,890 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,652,209 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041699 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $645,857 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,288,070 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062777 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $583,823 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,150,852 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057515 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $484,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,477,624 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051166 | DistributionYr5Rt |
| Total Distribution | 0.259901 | TotalDistributionRt |
| Average Distribution | 0.051980 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,152,918 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $683,689 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,623 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $689,312 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $773,236 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,691 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,691 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$23,691 | OriginalReturnOverpaymentAmt |
| Overpayment | $18,068 | OverpaymentAmt |
| Applied To ES Tax | $18,068 | 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 | $4,500 | $0 | $0 |
| Elizabeth M Chodorkoff | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Ex. Director & Treasurer | 30.00 | $59,250 | $0 | $0 |
| Diana Maurer Schatz | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Trustee | 1.00 | $4,500 | $0 | $0 |
| Rebecca Robinson | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | Secretary / Consultant | 1.20 | $5,200 | $0 | $0 |
| Lisa Chodorkoff | ||||||||
| c/o Tapia Huckabay PO Box 38 | Vergennes | VT | 05491 | 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 | $13,028,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $325,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,353,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,353,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,298 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,152,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $657,646 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $657,646 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,623 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $5,623 | TotalTaxAmt |
| Distributable Before Adj | $652,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $652,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $652,023 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $773,236 | 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 | $773,236 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,623 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $767,613 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $652,023 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $24,441 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $93,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $159,451 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $277,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $773,236 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $652,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $121,213 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Total Corpus | $398,287 | 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 | $24,441 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $373,846 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $93,182 | ExcessFromYear4Amt |
| Excess From Year3 | $159,451 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $121,213 | 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 (48 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 | $15,000 |
| 350 Vermont | ||||||
| 255 South Champlain Street Suite 11 | Burlington | VT | 05401 | PC | VolunteerCapacity Building | $15,000 |
| BALE Building a Local Economy | ||||||
| PO Box 211 | South Royalton | VT | 05658 | PC | Organizational Supportand Capacity Building | $8,000 |
| Black Forest Together | ||||||
| 11460 Black Forest Road | Colorado Springs | CO | 80908 | PC | Trees 4 Tomorrow | $1,000 |
| Blue Ridge Discovery Center | ||||||
| 6402 Whitetop Road | Troutdale | VA | 24378 | PC | Blue Ridge RegionalEducation Initiative | $20,000 |
| Blue Ridge Enviromental Defense League | ||||||
| PO Box 88 | Glendale Springs | NC | 28629 | PC | Environmental AdvocacyHeired Property | $25,000 |
| Camp Thorpe | ||||||
| PO Box 82 | Brandon | VT | 05733 | PC | Summer Camp for DevelopmentallyDisabled Adults | $2,000 |
| Capstone Community Action | ||||||
| 20 Gable Place | Barre | VT | 05641 | PC | Community Kitchen Academy | $20,000 |
| Center for an Agricultural Economy | ||||||
| PO Box 422 | Hardwick | VT | 05843 | PC | Community FoodAccess & Education | $12,250 |
| Citizens Awareness Network | ||||||
| PO Box 83 | Shelburne Falls | MA | 01370 | PC | People's Choice for aClean Energy Future | $5,000 |
| Common Ground Center | ||||||
| 473 Tatro Road | Starksboro | VT | 05487 | PC | Adventure/NatureCamps | $10,000 |
| Dogwood Alliance | ||||||
| PO Box 7645 | Asheville | NC | 28802 | PC | Forests Aren'tFuel Campaign | $15,000 |
| Earth Force | ||||||
| PO Box 1228 | Denver | CO | 80201 | PC | Alliance to SupportStudent Action Projects | $15,000 |
| Elm Hill Inc | ||||||
| PO Box 248 | Plainfield | VT | 05667 | PC | Maplehill Schooland Community FarmFarm-to-Table Program | $5,500 |
| Fairbanks Museum and Planetarium | ||||||
| 1302 Main Street | St Johnsbury | VT | 05819 | PC | Renewable EnergyCampus Education | $25,000 |
| Global Greengrants Fund | ||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Women's EnvironmentalAction in Latin America | $25,000 |
| Governors Institute of Vermont | ||||||
| 20 West Canal Street C | Winooski | VT | 05404 | PC | Current Issues &Youth ActivismInstitute | $5,000 |
| Hope Addison County Comm Action | ||||||
| 282 Boardman Street Suite 1A | Middlebury | VT | 05753 | PC | Box Truck forFood Distribution | $2,000 |
| Hunger Free Vermont | ||||||
| 38 Eastwood Drive Suite 100 | South Burlington | VT | 05403 | PC | Regional HungerCouncil | $5,000 |
| Institute for Social Ecology | ||||||
| PO Box 93 | Plainfield | VT | 05667 | PC | Climate Justice,Movement Building &Capacity Building | $30,000 |
| Junior Appalachian Musicians Inc | ||||||
| PO Box 44 | Independence | VA | 24348 | PC | ROOTS Program | $15,000 |
| Migrant Justice | ||||||
| 294 North Winooski Avenue | Burlington | VT | 05401 | PC | "Milk With Dignity"Program | $20,000 |
| Milestone Adventures | ||||||
| 63 Fiske Road | Topsham | VT | 05076 | PC | Growing Peace Project | $5,000 |
| Minglewood Farm and Nature Preserve | ||||||
| 238 Minglewood Road | Westfield | NC | 27053 | PC | Capacity Building | $5,500 |
| New Community Project | ||||||
| 575 Ruby Brace Road | Starksboro | VT | 05487 | PC | Food JusticeGarden and Pantry | $2,000 |
| Planned Parenthood of NNE | ||||||
| 784 Hercules Drive Suite 110 | Colchester | VT | 05446 | PC | Maine Chapter | $20,000 |
| Planned Parenthood of NNE | ||||||
| 784 Hercules Drive Suite 110 | Colchester | VT | 05446 | PC | General Support andReaching Young People | $20,000 |
| Planned Parenthood of the Rocky Mountains | ||||||
| 7155 East 38th Avenue | Denver | CO | 80207 | PC | Responsible SexEducation Institute | $10,000 |
| Planned Parenthood South Atlantic | ||||||
| 1704 Battleground Avenue | Greensboro | NC | 27408 | PC | General Support | $25,000 |
| Randolph Union High School | ||||||
| 15 Forest Street | Randolph | VT | 05060 | Gov | French Language Program | $1,500 |
| 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 | RIF Asylum Program | $15,000 |
| Rights and Democracy Education Fund | ||||||
| 70 South Winooski Avenue 205 | Burlington | VT | 05401 | PC | Jobs, Justice and Climate | $15,000 |
| Root Social Justice Center | ||||||
| 18 Williams Street | Brattleboro | VT | 05301 | PC | Social Justice | $15,000 |
| Rural Vermont | ||||||
| 46 East State Street | Montpelier | VT | 05602 | PC | Just Transitionto a VermontAgricultural Economy | $15,000 |
| SG Atkins Community Development Corp | ||||||
| 1922 South Martin Luther King Jr Dr | WinstonSalem | NC | 27107 | PC | Simon's Green AcresCommunity Garden | $15,000 |
| Sprout City Farms | ||||||
| PO Box 7536 | Denver | CO | 80207 | PC | Community Farms:Healthy Food Accessin the City | $15,000 |
| Sustainable Montpelier Coalition | ||||||
| 15 State Street | Montpelier | VT | 05602 | PC | Engaging CommunityParticipation for aSustainable Future | $15,000 |
| Tides Foundation | ||||||
| 29 North Hamilton Street | Poughkeepsie | NY | 12601 | PC | Nobody Leaves Mid-HudsonSocial Justice | $15,000 |
| Toxic Action Center | ||||||
| 141 Main Street Suite 6 | Montpelier | VT | 05602 | PC | CommunityAssistance | $15,000 |
| Vermont Energy Education Program | ||||||
| 250 Main Street LL2 | Montpelier | VT | 05602 | PC | Youth ClimateLeaders Academy | $20,000 |
| Vermont Law School | ||||||
| 3 Court Street | Middlebury | VT | 05753 | PC | REJOICE | $15,000 |
| Vermont Natural Resources Council | ||||||
| 9 Bailey Avenue | Montpelier | VT | 05602 | PC | CommunityEnergy & ClimateAction Project | $15,000 |
| Vermont Works for Women | ||||||
| 32 A Malletts Bay Avenue | Winooski | VT | 05404 | PC | "Step Into Work"Program | $10,000 |
| Vermont Youth Conservation Corps | ||||||
| 1949 East Main Street | Richmond | VT | 05477 | PC | Health Care Share | $15,000 |
| Vital Communities | ||||||
| 195 North Main Street | White River Junction | VT | 05001 | PC | Community-Based Solutions to EnergyBurden in Manufactured Homes | $15,000 |
| Vermont Public Interest Research & Education Fund | ||||||
| 141 Main Street 6 | Montpelier | VT | 05602 | PC | Vermont YouthLobby | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Alight | ||||||
| 22 South Broadway 9912 | Denver | CO | 80209 | PC | General Support | $15,000 |
| Red Wiggler Community Farm | ||||||
| PO Box 968 | Clarksburg | MD | 20871 | PC | Grower Program | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,090 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Ordinary Gains from Partnerships | 1 | $1,404 |
| Other Partnership Gains | 1 | $1,972 |
| Partnership Rental Gains | 1 | $116 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $676,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $676,947 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Estate of Carol Maurer | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5578 Alkire Street | AddressLine1Txt |
| City | Arvada | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $477,721 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VT CPA Firm Accounting/Tax | $5,950 | $4,760 | $1,190 |
| Payroll Processor Payroll Services | $804 | $121 | $683 |
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 | 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 | $3,336,322 | GrossSalesPriceAmt |
| Basis | $2,978,232 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $358,090 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| International Finance Corporation | $500,731 | $500,731 |
| John Deere | $254,572 | $254,572 |
| Self-Help Federal Credit Union | $502,139 | $502,139 |
| 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 |
| Blue Ridge Discovery Center Inc. | $200,000 | $200,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen Inc. | $313,391 | $313,391 |
| Automatic Data Processing Inc. | $255,750 | $255,750 |
| Biogen Inc. | $289,312 | $289,312 |
| Century Bancorp | $344,547 | $344,547 |
| Christian Hansen Holdings | $49,125 | $49,125 |
| Colgate-Palmolive Company | $137,680 | $137,680 |
| Dentsply Sirona Inc. | $279,555 | $279,555 |
| Federal Agri 5.75% PFD | $155,130 | $155,130 |
| General Mills Inc. | $291,902 | $291,902 |
| Healthpeak Properties Inc. | $265,419 | $265,419 |
| Koninklijke Ahold N.V. | $245,679 | $245,679 |
| Novo-Nordisk | $144,700 | $144,700 |
| NTT Docomo Inc. | $289,572 | $289,572 |
| Sanofi | $294,172 | $294,172 |
| Suez | $154,200 | $154,200 |
| Telia Company | $189,707 | $189,707 |
| Telus Corporation | $294,348 | $294,348 |
| Unilever | $393,026 | $393,026 |
| Vestas Wind Systems | $285,353 | $285,353 |
| Vodafone Group | $173,970 | $173,970 |
| Cooperative Regions of Organic Producer Pools Cl E | $100,000 | $100,000 |
| High Mowing Seed Co. PFD | $78,793 | $78,793 |
| Solar Communities Inc. | $303,750 | $303,750 |
| Vermont Smoke & Cure | $25,970 | $25,970 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,158,142 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,158,142 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Campus Community REIT | $235,150 | $235,150 |
| Hannon Armstrong Sustainable REIT | $299,274 | $299,274 |
| Highwoods Properties Inc. REIT | $249,686 | $249,686 |
| Healthcare Trust of America REIT | $151,400 | $151,400 |
| Mid-America Apartment REIT | $286,136 | $286,136 |
| Physicians Realty REIT | $208,340 | $208,340 |
| Piedmont Office Realty Trust REIT | $118,873 | $118,873 |
| Income & Impact Fund, LLC | $100,003 | $100,003 |
| Iroquois Valley Farmland REIT | $98,835 | $98,835 |
| Northeast Kingdom Tasting Center, LLC | $38,430 | $38,430 |
| Patient Capital Collaborative '11, LP | $13,394 | $13,394 |
| Safer Made LP | $36,039 | $36,039 |
| Sunwealth Note Pool 2 LLC | $69,095 | $69,095 |
| The Lyme Forest Fund III TE LP | $32,035 | $32,035 |
| The Lyme Forest Fund IV TE LP | $87,265 | $87,265 |
| The Lyme Forest Fund V FB LP | $181,719 | $181,719 |
| VSJF Flexible Capital Fund L3C | $46,938 | $46,938 |
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 | $0 | BOYBookValueAmt |
| EOY Book Value | $18,068 | EOYBookValueAmt |
| EOYFMV | $18,068 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Other Investment Expenses | $11,324 | $11,324 | $0 |
| Office Expenses | $962 | $137 | $825 |
| Technology Expenses | $36,584 | $0 | $36,584 |
| Miscellaneous Expenses | $1,122 | $1,122 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ordinary Gains from Partnerships | $1,404 | $1,404 |
| Other Partnership Gains | $1,972 | $1,972 |
| Partnership Rental Gains | $116 | $116 |
| Passthrough Unrelated Business Losses | -$3,392 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gains on Investments | Desc |
| Amt | $1,088,625 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| VT Investment Managers Investment Management | $68,117 | $68,117 | $0 |
| VT Consultants Board Retreat Facilitation | $5,119 | $0 | $5,119 |
| VT IT Consultants Website Maintenance | $675 | $0 | $675 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes | $5,599 | $0 | $0 |
| Foreign Taxes and ADR Fees | $17,589 | $17,589 | $0 |
| Payroll Taxes | $4,800 | $680 | $4,120 |