THE WISDOM CONNECTION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE WISDOM CONNECTION INC (EIN 20-0288195)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-05
- IRS object ID
- 202013109349101056
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-05T15:00:13-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 273335038 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M STUART & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 206 S MAIN ST | AddressLine1Txt |
| City | HARDWICK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05843 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200288195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WISDOM CONNECTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISD | BusinessNameControlTxt |
| Phone | 8025332478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA P ALLEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8025332478 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL STUART CPA | PreparerPersonNm |
| PTIN | P01216380 | PTIN |
| Phone | 8024726192 | PhoneNum |
| Preparation | 2020-11-04 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.89.240.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-04 | IPDt |
| IP Tm | 09:18:21 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E92F600997D5C071E04641F369228D641AB2AF18 | 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 | $2,404,649 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $50,815 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,815 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $50,815 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,399 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,083,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,399 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,214 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $50,815 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,308 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,308 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $12,585 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,585 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,265 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,265 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,911 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,486 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $425 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,169 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $690 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,548 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $204 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $204 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,543 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $54,438 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,743 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$142,529 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $50,815 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,312 | CashBOYAmt |
| Cash EOY | $14,744 | CashEOYAmt |
| Cash EOYFMV | $14,744 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,235,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,389,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,389,905 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,239,394 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,404,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,404,649 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,239,394 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,404,649 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,239,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,404,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,239,394 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,404,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,239,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$142,529 | ExcessRevenueOverExpensesAmt |
| Other Increases | $307,784 | OtherIncreasesAmt |
| Subtotal | $2,404,649 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,404,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT - ST | $162,552 | $152,988 | $9,564 | $9,564 | |
| SEE ATTACHED STATEMENT - LT | $904,236 | $839,954 | $64,282 | $64,282 | |
| CAPITAL GAINS DIVIDENDS | $16,553 | $16,553 | $16,553 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,399 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $9,564 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $216,720 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,504,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086545 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $229,309 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,363,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.097011 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $211,736 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,445,095 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.086596 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $217,290 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,673,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.081285 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $208,833 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,829,340 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073810 | DistributionYr5Rt |
| Total Distribution | 0.425247 | TotalDistributionRt |
| Average Distribution | 0.085049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,374,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $201,924 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,240 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $203,164 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $263,638 | 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 | $1,240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,560 | OverpaymentAmt |
| Applied To ES Tax | $1,560 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER MACLEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025332478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BECKY ARNOLD | ||||||||
| 119 CHENEY RD | GREENSBORO | VT | 05841 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| CEILIDH GALLOWAY-KANE | ||||||||
| 83 STEVENS RD | EAST HARDWICK | VT | 05836 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC ERWIN | ||||||||
| PO BOX 253 | NEWPORT | VT | 05855 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| F WILLIAM ALLEY | ||||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | TREASURER | 1.00 | $0 | $0 | $0 |
| LINCOLN LANDE | ||||||||
| 432 MORSE RD | WATERBURY | VT | 05676 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY PARKE MEYER | ||||||||
| 3707 BRIDGMAN HILL RD | HARDWICK | VT | 05843 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PATRICIA PASSMORE ALLEY | ||||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,394,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,410,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,410,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,374,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,711 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,711 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,240 | TotalTaxAmt |
| Distributable Before Adj | $117,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,638 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $263,638 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,240 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $262,398 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,029 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,319 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $91,667 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $116,170 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $216,720 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $585,905 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $263,638 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,167 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $732,072 | 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 | $73,029 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $659,043 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,319 | ExcessFromYear4Amt |
| Excess From Year3 | $91,667 | ExcessFromYear3Amt |
| Excess From Year2 | $116,170 | ExcessFromYear2Amt |
| Excess From Year1 | $216,720 | ExcessFromYear1Amt |
| Excess From Current Year | $146,167 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AWARE | ||||||
| PO BOX 307 | HARDWICK | VT | 05843 | NC | OPERATING SUPPORT, COMMUNITY ALLIES SUPPORT | $18,000 |
| CIRCUS SMIRKUS | ||||||
| 1 CIRCUS ROAD | GREENSBORO | VT | 05841 | NC | PROGRAM SUPPORT, CAPITAL CAMPAIGN | $14,000 |
| CRAFTSBURY COMMUNITY CARE CENTER | ||||||
| 1784 EAST CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | NC | OPERATING SUPPORT | $5,000 |
| CRAFTSBURY SAPLINGS | ||||||
| PO BOX 87 | CRAFTSBURY | VT | 05826 | NC | OPERATING SUPPORT | $10,000 |
| FOUR SEASONS OF EARLY LEARNING | ||||||
| 1160 MAIN STREET | GREENSBORO BEND | VT | 05842 | NC | TUITION ASSISTANCE, OPERATING SUPPORT | $10,000 |
| GRACE | ||||||
| PO BOX 960 | HARDWICK | VT | 05843 | NC | OPERATING SUPPORT | $1,000 |
| GREENSBORO ASSOCIATION | ||||||
| PO BOX 59 | GREENSBORO | VT | 05841 | NC | GREENSBORO HOUSING STUDY, THE BEND REVITALIZATION INITIATIVE | $3,000 |
| HARDWICK AREA FOOD PANTRY | ||||||
| 39 W CHURCH STREET | HARDWICK | VT | 05843 | NC | OPERATING SUPPORT | $15,000 |
| HYPERBARIC VERMONT | ||||||
| 250 MAIN STREET SUITE 102 C-E | MONTPELIER | VT | 05602 | NC | OPERATING SUPPORT | $1,500 |
| JEUDEVINE LIBRARY | ||||||
| 93 N MAIN ST | HARDWICK | VT | 05843 | NC | JEUDEVINE LIBRARY EXPANSION PROJECT | $5,000 |
| LUND FAMILY CENTER | ||||||
| PO BOX 4009 | BURLINGTON | VT | 05406 | NC | OPERATING SUPPORT | $10,000 |
| THE CENTER FOR AN AGRICULTURAL ECONOMY | ||||||
| 140 JUNCTION RD | HARDWICK | VT | 05843 | NC | SUPPORT LOCAL PROGRAMS, FARM CONNEX | $17,000 |
| UP FOR LEARNING | ||||||
| 155 ELM ST STE 1 | MONTPELIER | VT | 05602 | NC | OPERATING SUPPORT | $22,000 |
| VERMONT CHILDREN'S TRUST FOUNDATION | ||||||
| 95 ST PAUL STREET | BURLINGTON | VT | 05401 | NC | SUPPORT NEK PROGRAMS | $7,500 |
| VERMONT FOODBANK | ||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NC | OPERATING SUPPORT | $10,000 |
| VERMONT HUMANITIES COUNCIL | ||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NC | OPERATING SUPPORT | $5,000 |
| VERMONT YOUTH CONSERVATION CORPS | ||||||
| 1949 EAST MAIN STREET | RICHMOND | VT | 05477 | NC | OPERATING SUPPORT | $5,000 |
| WHOLEHEART INC | ||||||
| 88 HIGH MEADOW LANE | RICHMOND | VT | 05477 | NC | OPERATING SUPPORT | $50,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,815 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $90,399 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $141,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,214 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,265 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,265 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $2,389,905 | EOYBookValueAmt |
| EOYFMV | $2,389,905 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BUSINESS REGISTRATION FEES | $25 | $0 | $0 | $25 |
| BOOKS SUBSCRIPTIONS REFERENCES | $288 | $0 | $0 | $288 |
| POSTAGE MAILING | $84 | $0 | $0 | $84 |
| SUPPLIES | $1,251 | $0 | $0 | $1,253 |
| COMMUNICATIONS | $1,325 | $0 | $0 | $1,325 |
| STAFF DEVELOPMENT | $128 | $0 | $0 | $128 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS | Desc |
| Amt | $307,784 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER REPAIR | $425 | $0 | $0 | $425 |
| INVESTMENT FEES | $16,486 | $16,486 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $2,931 | $0 | $0 | $0 |
| FOREIGN TAXES | $690 | $690 | $0 | $0 |
| PAYROLL TAXES | $2,548 | $0 | $0 | $2,548 |