HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-17
- IRS object ID
- 202512609349100701
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other 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 | 2025-09-17T08:32:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030327374 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCSOLEY MCCOY & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 TILLEY DRIVE STE 202 | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 491 ENNIS HILL ROAD | AddressLine1Txt |
| City | MARSHFIELD | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CHODORKOFF | PersonNm |
| Person Title | EXEC. DIR. & TREASURER | PersonTitleTxt |
| Phone | 8024263806 | PhoneNum |
| Signature | 2025-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE FELLION | PreparerPersonNm |
| PTIN | P01875413 | PTIN |
| Phone | 8026581808 | PhoneNum |
| Preparation | 2025-09-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,241,629 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $829 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $829 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $297,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,621,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $297,274 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$8,706 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$5,954 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $617,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $619,819 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $164,461 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $58,891 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $105,570 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,105 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,101 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $51,004 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,290 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,000 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $406 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $406 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,343 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,554 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $158,429 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $183,534 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $686,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $686,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,035,325 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $158,429 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $870,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$418,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $461,390 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,115,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $637,849 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $637,849 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,880,768 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,085,191 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,085,191 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,340,112 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,475,619 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,475,619 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,409,517 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,889,639 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,889,639 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,579,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,134,469 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,134,469 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,355 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $43,628 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,862 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,862 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,368,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,241,629 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,241,629 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,241 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,710 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $31,241 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,710 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,337,712 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,237,919 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,337,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,237,919 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,368,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,241,629 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,337,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$418,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $318,465 | OtherIncreasesAmt |
| Subtotal | $11,237,919 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,237,919 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,618,400 | $2,324,262 | $294,138 | $294,138 | |
| CAPITAL GAINS DIVIDENDS | $3,136 | $3,136 | $3,136 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $297,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,413 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,134 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,134 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,721 | OverpaymentAmt |
| Applied To ES Tax | $4,721 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BLOCKFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | ALPINE FIVE LLC | IndividualWithBooksNm |
| Phone | 8023249270 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3133 JACARILLO TRAIL SOUTH | AddressLine1Txt |
| City | LAKE TAHOE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 96150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NANCY M SLUYS | ||||||||||||
| 197 MINGLEWOOD RD | WESTFIELD | NC | 27053 | PRESIDENT | 1.00 | $8,000 | $0 | $0 | ||||
| ELIZABETH M CHODORKOFF | ||||||||||||
| 491 ENNIS HILL RD | MARSHFIELD | VT | 05658 | EX. DIRECTOR & TREASURER | 30.00 | $68,877 | $0 | $0 | ||||
| REBECCA ROBINSON | ||||||||||||
| 972 BEDFORD AVENUE | BROOKLYN | NY | 11205 | PROGRAM DIRECTOR & TRUSTEE | 30.00 | $79,584 | $0 | $0 | ||||
| LISA CHODORKOFF | ||||||||||||
| SECRETARY | 1.00 | $8,000 | $0 | $0 | OVERGADEN OVEN VANDET 60B 1TH | COPENHAGEN | COPENHAGEN | DA | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,799,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,674 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,026,318 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,026,318 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $165,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,860,923 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $543,046 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $543,046 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,413 | TotalTaxAmt |
| Distributable Before Adj | $536,633 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $536,633 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $536,633 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $870,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $870,054 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $536,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $121,213 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $111,378 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $140,656 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $343,554 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $302,532 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,019,333 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $870,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $536,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $333,421 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,352,754 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $121,213 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,231,541 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $111,378 | ExcessFromYear4Amt |
| Excess From Year3 | $140,656 | ExcessFromYear3Amt |
| Excess From Year2 | $343,554 | ExcessFromYear2Amt |
| Excess From Year1 | $302,532 | ExcessFromYear1Amt |
| Excess From Current Year | $333,421 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADDISON COUNTY COMMUNITY ACTION GROUP | |||||||
| 282 BOARDMAN ST SUITE 1A | MIDDLEBURY | VT | 05753 | N/A | PC | FOR HEAT PUMP FOR HOPE FOOD SHELF | $2,500 |
| ASSOCIATION FOR THE PROTECTION OF THE ENO RIVER | |||||||
| 4404 GUEST ROAD | DURHAM | NC | 27712 | N/A | PC | ENVIRONMENTAL EDUCATION AND PROTECTION OF THE ENO RIVER | $15,000 |
| CAMP THORPE | |||||||
| PO BOX 82 | BRANDON | VT | 05733 | N/A | PC | FARM TO TABLE GARDENING PROGRAMMING | $2,000 |
| CENTER FOR AN AGRICULTURAL ECONOMY | |||||||
| PO BOX 422 | HARDWICK | VT | 05843 | N/A | PC | FOOD ACCESS AND FOOD SOVEREIGNTY | $20,000 |
| CENTER FOR CREATIVE AGING NC | |||||||
| 2400 SUMMIT AVE | GREENSBORO | NC | 27405 | N/A | PC | BRINGING GENERATIONS TOGETHER THROUGH ART, FOOD, AND FARMING | $25,000 |
| COMMUNITY RESILIENCE ORGANIZATIONS | |||||||
| 175 SNOWBRIDGE ROAD | BARRE | VT | 05401 | N/A | PC | ENVIRONMENTAL JUSTICE NETWORK | $20,000 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | N/A | PC | SLINGSHOT GRANT AWARD; BUILDING COMMUNITY POWER FOR ENVIRONMENTAL JUSTICE IN VT. | $25,000 |
| FAIRBANKS MUSEUM AND PLANETARIUM | |||||||
| 1302 MAIN STREET | ST JOHNSBURY | VT | 05819 | N/A | PC | ENVIRONMENTAL EDUCATION PROGRAMMING AT THE METSINGER FOREST | $26,520 |
| FLORIDA SCHOOL FOR HOLISTIC LIVING | |||||||
| PO BOX 420 | EAST BARRE | VT | 05649 | N/A | PC | CHILDREN'S NATURE AFTER-SCHOOL PROGRAM | $10,000 |
| GOOD WORK INSTITUTE | |||||||
| 65 SAINT JAMES STREET | KINGSTON | NY | 12401 | N/A | PC | GENERAL SUPPORT FOR ROCK STEADY FARM | $15,000 |
| INSTITUTE FOR SOCIAL ECOLOGY | |||||||
| PO BOX 48 | PLAINFIELD | VT | 05667 | N/A | PC | POPULAR EDUCATION FOR RACIAL AND ENVIRONMENTAL JUSTICE | $35,000 |
| JAQUITH PUBLIC LIBRARY | |||||||
| 122 SCHOOL STREET | MARSHFIELD | VT | 05658 | N/A | PC | MARSHFIELD RESILIENCE HUB-FOOD SECURITY PROJECT | $27,000 |
| LIVING EARTH SCHOOL | |||||||
| PO BOX 686 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | NATURE BASED EDUCATION FOR ALL | $10,000 |
| MERRYMAC FARM SANCTUARY | |||||||
| 490 LIME KILN ROAD | CHARLOTTE | VT | 05401 | N/A | PC | ANIMAL SANCTUARY | $3,000 |
| MIGRANT JUSTICE | |||||||
| 294 N WINOOSKI AVE | BURLINGTON | VT | 05401 | N/A | PC | HUMAN RIGHTS FOR IMMIGRANT FARMWORKERS PROJECT | $30,000 |
| MITCHELL GIVING GARDENS | |||||||
| PO BOX 356 | SPRUCE PINE | NC | 28777 | N/A | PC | FRESH FOOD FOR ALL | $15,000 |
| MONTPELIER PARKS AND TREES DEPARTMENT | |||||||
| 39 MAIN STREET | MONTPELIER | VT | 05602 | N/A | GOV | MONTPLIER COMMUNITY FEAST FARM PROJECT | $30,000 |
| MOUNTAIN SCHOOL AT WINHALL | |||||||
| 9 SCHOOL STREET | WINHALL | VT | 05340 | N/A | PC | ART, SCIENCE, AND THE ENVIRONMENT | $3,000 |
| MOVEMENT FOR JUSTICE IN EL BARRIO | |||||||
| 575 FIFTH AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | ENVIRONMENTAL JUSTICE AND IMMIGRATION | $35,000 |
| PARTNERSHIP FOR APPALACHIAN GIRLS' EDUCATION | |||||||
| 177 BAILEYS BRANCH ROAD OFFICE 10 | MARSHALL | NC | 28753 | N/A | PC | EXPLORING APPALACHIAN ENVIRONMENTS - STEM LABS | $25,000 |
| PLANNED PARENTHOOD OF NNE | |||||||
| 784 HERCULES DR ST 110 | COLCHESTER | VT | 05446 | N/A | PC | DELIVERING LIFE CHANGING CARE | $25,000 |
| PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS | |||||||
| 7155 EAST 38TH AVENUE | DENVER | CO | 80207 | N/A | PC | ABORTION ACCESS FUND | $25,000 |
| PLANNED PARENTHOOD SOUTH ATLANTIC | |||||||
| 3000 MAPLEWOOD AVE SUITE 112 | WINSTONSALEM | NC | 28401 | N/A | PC | CONSTITUENCY ORGANIZING PROGRAMS AT PPSAT | $15,000 |
| RESOURCE | |||||||
| 329 HARVEST LN SUITE 200 | WILLISTON | VT | 05495 | N/A | PC | GREEN BUILDING & YOUTH CLIMATE WORKFORCE DEVELOPMENT TRAINING | $10,000 |
| RURAL VERMONT | |||||||
| 46 EAST STATE STREET | MONTPELIER | VT | 05602 | N/A | PC | FARM-BASED LIVELIHOOD. RESILIENT COMMUNITIES, AND HEALTHY FARM ECOSYSTEMS | $25,000 |
| SNACC INC | |||||||
| 201 VERICK STREET 542 | NEW YORK | NY | 10014 | N/A | PC | FOOD EDUCATION IN NYC | $25,000 |
| SOCIAL GOOD FUND INC | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | PUBLIC POWER AND RENEWABLE ENRGY IN BROOKLYN | $10,000 |
| SOUTH VISION ALLIANCE | |||||||
| 1803 CHAPEL HILL ROAD SUITE A | DURHAM | NC | 27707 | N/A | PC | NOT ONE MORE LIFE PROJECT. MIGRANT FARMWORKER SUPPORT | $25,000 |
| SUPER HERO CLUBHOUSE | |||||||
| 1716 CATON AVE | BROOKLYN | NY | 11226 | N/A | PC | BIG GREEN THEATER | $10,000 |
| THE NORTH BRANCH NATURE CENTER | |||||||
| 713 ELM STREET | MONTPELIER | VT | 05602 | N/A | PC | NATURE BASED ENVIRONMENTAL EDUCATION & EQUITY | $20,000 |
| TINY SEED PROJECT | |||||||
| 154 SILVER ROAD | EAST HARDWICK | VT | 05835 | N/A | PC | UPPER VALLEY SUPER COMPOST PROJECT | $25,000 |
| TRANSPLANTING TRADITIONS COMMUNITY FOUNDATION | |||||||
| PO BOX 394 | CARRBORO | NC | 27510 | N/A | PC | TRANSPLANTING TRADITIONS REFUGEE YOUTH AND ADULTS | $25,000 |
| TRIAD PRIDE PERFORMING ARTS | |||||||
| 200 N DAVIS STREET BOX 20 | GREENSBORO | NC | 27401 | N/A | PC | THEATER FOR ALL | $2,500 |
| UTOPEAN SEED PROJECT | |||||||
| 243 HAYWOOD STREET | ASHEVILLE | NC | 28801 | N/A | PC | FOOD AND ENVIRONMENTAL JUSTICE | $25,000 |
| VAN CORTLANDT PARK ALLIANCE | |||||||
| 80 VAN CORTLANDT PARK SOUTH STE E1 | BRONX | NY | 10463 | N/A | PC | GARDEN TO MARKET INTERNSHIP PROGRAM | $10,000 |
| VPIRG | |||||||
| 141 MAIN STREET 6 | MONTPELIER | VT | 05602 | N/A | PC | 2ND YEAR OF POLLINATOR COMPAIGN, ENVIRONMENT | $20,000 |
| WILLING HANDS ENTERPRISES | |||||||
| 198 CHURCH STREET | NORWICH | VT | 05055 | N/A | PC | FOOD RESCUE AND DISTRIBUTION TO NON-PROFITS | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $686,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $829 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $297,274 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ORDINARY GAINS FROM PARTNERSHIP | 110000 | -$2,752 | 01 | -$4,315 |
| PARTNERSHIP RENTAL LOSSES | 110000 | 01 | -$3,014 | |
| OTHER PERTNERSHIP GAINS | 110000 | 01 | $1,375 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,752 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $619,819 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $617,067 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,200 | Amt |
| Net Investment Income | $8,200 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLUE RIDGE DISCOVERY CENTER INC. | $195,122 | $195,122 |
| CALVERT IMPACT 5.0% 10/15/29 | $487,723 | $487,723 |
| CALVERT IMPACT 5.0% 12/15/28 | $490,448 | $490,448 |
| SELF-HELP FEDERAL CREDIT UNION | $490,400 | $490,400 |
| THE NATURE CONCERVANCY | $225,946 | $225,946 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AGCO CORP | $82,730 | $82,730 |
| AMALGAMATED FINANCIAL CORPORATION | $54,456 | $54,456 |
| AMERESCO INC | $38,578 | $38,578 |
| AMERICAN WTR WKS CO INC | $229,062 | $229,062 |
| APPLE INC | $247,665 | $247,665 |
| ARISTA NETWORKS INC | $128,215 | $128,215 |
| ASML HOLDING NV | $115,744 | $115,744 |
| AUTOMATIC DATA PROCESSING | $65,279 | $65,279 |
| BEIERSDORF AG | $127,100 | $127,100 |
| BROADCOM INC | $247,605 | $247,605 |
| CAMDEN NATL CORP | $170,960 | $170,960 |
| CHECK PT SOFTWARE | $224,040 | $224,040 |
| CHIPOTLE MEXICAN GRILL | $109,746 | $109,746 |
| CISCO SYSTEMS INC. | $133,200 | $133,200 |
| COLUMBIA BOOKING SYS INC | $82,570 | $82,570 |
| COOPERATIVE REGIONS OF ORGANIC PRODUCER POOLS CL E | $100,000 | $100,000 |
| FEDERAL AGRI 4.875% PFD | $184,775 | $184,775 |
| FERGUSON ENTERPRISES INC | $106,919 | $106,919 |
| FIRST SOLAR | $138,348 | $138,348 |
| GSK PLC | $286,963 | $286,963 |
| HA SUSTAINABLE INFRASTRUCTURE | $82,153 | $82,153 |
| HENRY JACK & ASSOC INC | $151,109 | $151,109 |
| HIGH MOWING SEED COMPANY | $100,011 | $100,011 |
| HOLOGIC INC | $103,305 | $103,305 |
| HUBBELL INC | $92,156 | $92,156 |
| IBM CORP | $337,439 | $337,439 |
| KONINKLIJKE AHOLD N.V. | $195,540 | $195,540 |
| LULULEMON ATHLETICA INC | $90,631 | $90,631 |
| MCCORMICK & CO INC | $154,310 | $154,310 |
| NETFLIX INC | $58,827 | $58,827 |
| NOVENESIS AS | $145,251 | $145,251 |
| NVIDIA CORP | $206,538 | $206,538 |
| QUEST DIAGNOSTIC INC | $95,796 | $95,796 |
| ROSS STORES INC | $105,586 | $105,586 |
| S J W GROUP | $147,660 | $147,660 |
| SALESFORCE INC | $133,732 | $133,732 |
| SERVICENOW INC | $143,116 | $143,116 |
| SHIMANO INC | $93,660 | $93,660 |
| SMITH & NEPHEW GROUP | $172,060 | $172,060 |
| SPROUTS FARMERS MARKET | $254,140 | $254,140 |
| TAKEDA PHARMA COMPANY | $211,840 | $211,840 |
| TOTO LTD | $65,302 | $65,302 |
| UNILEVER PLC | $162,899 | $162,899 |
| UNITED PARCEL SERVICE INC | $44,135 | $44,135 |
| VEEVA SYS INC | $119,422 | $119,422 |
| VITAL FARMS INC | $65,656 | $65,656 |
| WABTEC | $69,390 | $69,390 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,085,191 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,085,191 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACK FARMER FUND INC | FMV | $100,000 | $100,000 |
| IROQUOIS VALLEY FARMLAND REIT | FMV | $154,440 | $154,440 |
| NORTHEAST KINGDOM TASTING CENTER | FMV | $40,036 | $40,036 |
| OWEESTA CORPORATION | FMV | $100,000 | $100,000 |
| REINVENTURE CAPITAL FUND I LP | FMV | $195,275 | $195,275 |
| SAFER MADE LP | FMV | $51,614 | $51,614 |
| SUN INITIATIVE FINANCING | FMV | $25,000 | $25,000 |
| SUNWEALTH LOAN COMPANY | FMV | $100,000 | $100,000 |
| THE LYME FOREST FUND IV TE LP | FMV | $43,092 | $43,092 |
| THE LYME FOREST FUND V TE LP | FMV | $165,656 | $165,656 |
| THE SKINNY PANCAKE | FMV | $50,000 | $50,000 |
| VERMONT COMMUNITY LOAN | FMV | $70,000 | $70,000 |
| VSJF FLEXIBLE CAPITAL FUND L3C | FMV | $39,356 | $39,356 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX REFUND RECEIVABLE | $11,134 | $4,721 | $4,721 |
| ACCRUED INVESTMENT INCOME | $27,408 | $14,141 | $14,141 |
| OTHER RECEIVABLES | $5,086 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INFORMATION TECHNOLOGY | $25,739 | $839 | $24,900 |
| INSURANCE, NET | -$4,307 | $323 | -$4,630 |
| OFFICE EXPENSES | $382 | $125 | $257 |
| OTHER INVESTMENT EXPENSES | $15,502 | $15,073 | $0 |
| MISCELLANEOUS | $27 | $0 | $27 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY GAINS FROM PARTNERSHIP | -$7,067 | -$4,315 | -$7,067 |
| PARTNERSHIP RENTAL LOSSES | -$3,014 | -$3,014 | -$3,014 |
| OTHER PERTNERSHIP GAINS | $1,375 | $1,375 | $1,375 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $318,465 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $59,670 | $59,670 | $0 |
| PAYROLL PROCESSING FEES | $875 | $263 | $612 |
| CONSULTANTS | $50,560 | $168 | $50,392 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $9,585 | $3,585 | $6,000 |
| FOREIGN TAXES AND ADR FEES | $11,292 | $11,292 | $0 |
| FEDERAL EXCISE TAX | $6,413 | $0 | $0 |