POLLIO FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- POLLIO FAMILY FOUNDATION INC (EIN 03-0334275)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-02
- IRS object ID
- 201921229349100212
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-02T09:34:26-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 121101405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 3053658470 | 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 |
| Signature | 2019-05-02 | 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 | 2019-05-02 | 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 | 2019-05-02 | IPDt |
| IP Tm | 09:34:26 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4C478B549ECF4F0F65A8AB02891287EC79149AA2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C478B549ECF4F0F65A8AB02891287EC79149AA2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,844,587 | 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 | $116 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $116 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $104,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $509,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $104,342 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,302 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,302 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $10,833 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,500 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,387 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,292 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $571 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,083 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,131 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,798 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,171 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $132,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,538 | CashBOYAmt |
| Cash EOY | $3,330 | CashEOYAmt |
| Cash EOYFMV | $3,330 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,562 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,562 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,456,073 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,482,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,652,412 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $189,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $194,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $186,283 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,655,386 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,682,845 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,844,587 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $288 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $288 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,655,386 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,682,557 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,655,386 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,682,557 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,655,386 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,682,845 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,655,386 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,171 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,682,557 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,682,557 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 272263 | P | $112,668 | $119,796 | -$7,128 | -$7,128 |
| BERNSTEIN LT COVERED | P | $359,552 | $272,263 | $87,289 | $87,289 |
| BERNSTEIN LT NON-COVERED | P | $19,976 | $12,710 | $7,266 | $7,266 |
| BERNSTEIN-CASH IN LIEU | P | $48 | $48 | $48 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $104,342 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,970,267 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039360 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,046 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,779,261 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029814 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $46,560 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,811,703 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.025700 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,807,420 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.070816 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $105,909 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,524,525 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069470 | DistributionYr5Rt |
| Total Distribution | 0.235160 | TotalDistributionRt |
| Average Distribution | 0.047032 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,058,388 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $96,810 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,329 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $98,139 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,798 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,658 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,658 | SubtotalAmt |
| Tax Based On Investment Income | $2,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,596 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,596 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $1,082 | 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 |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH L POLLIO JR | IndividualWithBooksNm |
| Phone | 3053658470 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | $2,082,568 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,089,734 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,089,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,058,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,658 | TotalTaxAmt |
| Distributable Before Adj | $100,261 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $100,261 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $100,261 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,798 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $95,798 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $95,798 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $95,416 | UndistributedIncomePYAmt |
| Qualifying Distributions | $95,798 | QualifyingDistributionsAmt |
| Applied To Year1 | $95,416 | AppliedToYear1Amt |
| Applied To Current Year | $382 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $99,879 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASCENDIGO AUTISM SERVICES INC | ||||||||
| 818 INDUSTRY PLACE | CARBONDALE | CO | 81623 | NONE | 501(C)(3) | PROGRAM SUPPORT | $300 | |
| BAPTIST HEALTH FOUNDATION | ||||||||
| 9601 BAPTIST HEALTH DRIVE | LITTLE ROCK | AR | 722057299 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |
| BASCOM PALMER EYE INSTITUTE | ||||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,500 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,748 | |
| BIGCAT RESCUE CORP | ||||||||
| 12802 EASY STREET | TAMPA | FL | 33625 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |
| THE BRAIN CENTER | ||||||||
| 2250 CORAL WAY | MIAMI | FL | 33145 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | 8TH FLOOR |
| GRACE COTTAGE FOUNDATION | ||||||||
| PO BOX 1 | TOWNSHEND | VT | 05353 | NONE | 501(C)(3) | PROGRAM SUPPORT | $23,000 | |
| GRAFTON CARES | ||||||||
| PO BOX 134 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | |
| GRAFTON FAST SQUAD | ||||||||
| PO BOX 54 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $1,500 | |
| GRAFTON FIRE DEPARTMENT | ||||||||
| PO BOX 81 | GRAFTON | NH | 03240 | NONE | 501(C)(3) | PROGRAM SUPPORT | $7,000 | |
| GRAFTON HISTORICAL SOCIETY | ||||||||
| PO BOX 202 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $12,000 | |
| HEART FOR HUMANITY | ||||||||
| 14280 SABAL DRIVE | MIAMI LAKES | FL | 33014 | NONE | 501(C)(3) | PROGRAM SUPPORT | $4,000 | |
| MONTESSORI CHILDREN'S SCHOOL KW | ||||||||
| 1221 VARELA STREET | KEY WEST | FL | 33040 | NONE | 501(C)(3) | PROGRAM SUPPORT | $10,000 | |
| SERAPHIC FIRE CHAMBER ORCHESTRA | ||||||||
| 2153 CORAL WAY | MIAMI | FL | 331452661 | NONE | 501(C)(3) | PROGRAM SUPPORT | $5,000 | SUITE 401 |
| WOMEN'S COMMUNITY CLUB GRAFTON | ||||||||
| PO BOX 1 | GRAFTON | VT | 05146 | NONE | 501(C)(3) | PROGRAM SUPPORT | $2,000 | |
| VAST-GRAFTON OUTING CLUB | ||||||||
| 26 VAST LANE | BARRE | VT | 05641 | NONE | 501(C)(3) | PROGRAM SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,048 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $104,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,302 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,302 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES- BERNSTEIN | StockNm |
| EOY Book Value | $1,482,263 | EOYBookValueAmt |
| EOYFMV | $1,652,412 | 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 | $194,690 | BookValueAmt |
| EOYFMV | $186,283 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAVELLE & FINN, LLP | CategoryTxt |
| Legal Fees | $10,833 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| NYS DEPARTMENT OF LAW FEE | $250 | $250 |
| ADMINISTRATIVE EXPENSE | $247 | |
| BANK CHARGES | $74 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $14,387 | Amt |
| Net Investment Income | $14,387 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $2,292 | Amt |