POLLIO FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- POLLIO FAMILY FOUNDATION INC (EIN 03-0334275)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-18
- IRS object ID
- 202010789349100611
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-18T15:16:47-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141744374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAVELLE & FINN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | 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 | 030334275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE POLLIO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | POLL | BusinessNameControlTxt |
| Phone | 8028438846 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 AVERY PARK DRIVE | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH L POLLIO JR | PersonNm |
| Person Title | PRES/CHAIRMAN | PersonTitleTxt |
| Phone | 8028438846 | PhoneNum |
| Signature | 2020-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN H LAVELLE CPA LLM | PreparerPersonNm |
| PTIN | P00063169 | PTIN |
| Phone | 5188696227 | PhoneNum |
| Preparation | 2020-03-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.0.132.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-18 | IPDt |
| IP Tm | 15:16:47 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C478B549ECF4F0F65A8AB02891287EC79149AA2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DF29EE107E9BFAD6EA4A6FA9D6B29440B7C98EA2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-06 18:47:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,706,413 | 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 | $1,242,906 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $74,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $837,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,242 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $186 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $186 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,403,883 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $160,961 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $7,522 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $2,430 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,849 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,849 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,697 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,951 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $32,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,800 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,800 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,270,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,161 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,330 | CashBOYAmt |
| Cash EOY | $6,087 | CashEOYAmt |
| Cash EOYFMV | $6,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $16,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $16,984 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,482,263 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,590,663 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,345,959 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $194,690 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $332,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $336,250 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,133 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,133 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,682,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,947,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,706,413 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $288 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $250 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $288 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,682,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,947,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,682,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,947,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,682,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,947,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,682,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,270,780 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,953,337 | SubtotalAmt |
| Other Decreases | $5,974 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,947,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| BERNSTEIN ST COVERED | P | 2019-12-31 | $128,329 | $146,917 | -$18,588 | -$18,588 |
| BERNSTEIN LT COVERED | P | 2019-12-31 | $666,728 | $581,348 | $85,380 | $85,380 |
| BERNSTEIN LT NON-COVERED | P | 2019-12-31 | $24,616 | $23,180 | $1,436 | $1,436 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,242 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,798 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,058,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046540 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $77,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,970,267 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039360 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,046 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,779,261 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.029814 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,560 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,811,703 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.025700 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $127,995 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,807,420 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070816 | DistributionYr5Rt |
| Total Distribution | 0.212230 | TotalDistributionRt |
| Average Distribution | 0.042446 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,815,090 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,489 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,891 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,215 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,803 | SubtotalAmt |
| Tax Based On Investment Income | $2,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,664 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,664 | TotalPaymentsAndCreditsAmt |
| Tax Due | $139 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN H LAVELLE | IndividualWithBooksNm |
| Phone | 5188696227 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN H LAVELLE | ||||||||
| 29 BRITISH AMERICAN BLVD | LATHAM | NY | 12110 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| JOSEPH L POLLIO JR | ||||||||
| 86 AVERY PARK DRIVE | GRAFTON | VT | 05146 | PRES/CHAIRMA | 000.00 | $0 | $0 | $0 |
| ELIZABETH T POLLIO | ||||||||
| 86 AVERY PARK DRIVE | GRAFTON | VT | 05146 | SEC'Y/DIRECT | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,845,388 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,857,959 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,857,959 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,869 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,815,090 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,755 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,755 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,803 | TotalTaxAmt |
| Distributable Before Adj | $137,952 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $137,952 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $137,952 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,215 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $103,215 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $103,215 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,952 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $99,879 | UndistributedIncomePYAmt |
| Qualifying Distributions | $103,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $99,879 | AppliedToYear1Amt |
| Applied To Current Year | $3,336 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $134,616 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH L POLLIO JR | ContributingManagerNm |
| Contributing Manager | ELIZABETH T POLLIO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BAPTIST HEALTH FOUNDATION | ||||||||
| 9601 BAPTIST HEALTH DRIVE | LITTLE ROCK | AR | 722057299 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | 501(C)(3) | PROGRAM SUPPORT | $700 | |
| BIGCAT RESCUE CORP | ||||||||
| 12802 EASY STREET | TAMPA | FL | 33625 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |
| GRACE COTTAGE FOUNDATION | ||||||||
| PO BOX 1 | TOWNSHEND | VT | 05353 | NONE | 501(C)(3) | PROGRAM SUPPORT | $42,000 | |
| GRAFTON CARES | ||||||||
| PO BOX 134 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,000 | |
| GRAFTON FAST SQUAD | ||||||||
| PO BOX 54 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,500 | |
| GRAFTON HISTORICAL SOCIETY | ||||||||
| PO BOX 202 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $16,000 | |
| GRAFTON NEWS | ||||||||
| PO BOX 93 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $250 | |
| HEALTH NETWORK FOUNDATION | ||||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | NONE | 501(C)(3) | HEALTH CARE | $5,000 | NO 230 |
| SARCOMA FOUNDATION OF AMERICA | ||||||||
| PO BOX 98160 | WASHINGTON | DC | 200908160 | NONE | 501(C)3 | RESEARCH | $1,100 | |
| SERAPHIC FIRE CHAMBER ORCHESTRA | ||||||||
| 2153 CORAL WAY | MIAMI | FL | 331452661 | NONE | 501(C)(3) | PROGRAM SUPPORT | $8,735 | SUITE 401 |
| THE BRAIN CENTER | ||||||||
| 2250 CORAL WAY | MIAMI | FL | 33145 | NONE | 501(C)(3) | PROGRAM SUPPORT | $8,000 | 8TH FLOOR |
| VAST-GRAFTON OUTING CLUB | ||||||||
| 26 VAST LANE | BARRE | VT | 05641 | NONE | 501(C)(3) | PROGRAM SUPPORT | $6,000 | |
| WOMEN'S COMMUNITY CLUB GRAFTON | ||||||||
| PO BOX 1 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,785 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $74,549 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $186 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,242 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $160,791 | ExclusionAmt |
| Related Or Exempt Function Incm | $186 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $160,977 | 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 JOSEPH L POLLIO JR CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | REMAINDER TRUST | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 AVERY PARK DRIVE | AddressLine1Txt |
| City | GRAFTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,242,906 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES- BERNSTEIN | StockNm |
| EOY Book Value | $2,590,663 | EOYBookValueAmt |
| EOYFMV | $3,345,959 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FIXED INCOME-BERNSTEIN | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $332,746 | BookValueAmt |
| EOYFMV | $336,250 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAVELLE & FINN, LLP | CategoryTxt |
| Legal Fees | $7,522 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,430 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
| EOY Book Value | $1,133 | EOYBookValueAmt |
| EOYFMV | $1,133 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJ, CASH TO ACCRUAL | Desc |
| Amt | $5,974 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| NYS DEPARTMENT OF LAW FEE | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $186 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $186 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,849 | Amt |
| Net Investment Income | $18,849 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SEE SCHEDULE B | PersonNm |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL INCOME TAX | $3,746 | |
| FOREIGN TAX | $1,951 | $1,951 |