HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-07
- IRS object ID
- 201803119349100975
- Schema version
- 2017v2.2
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- 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 | 2018-11-07T13:16:39-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311784246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris & Frances Block Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8024263806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Betsy Chodorkoff 491 Ennis Hill | AddressLine1Txt |
| City | Marshfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH M CHODORKOFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8024263806 | PhoneNum |
| Signature | 2018-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S HUCKABAY CPA | PreparerPersonNm |
| PTIN | P00154308 | PTIN |
| Phone | 8028707086 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.252.240.121 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-07 | IPDt |
| IP Tm | 13:16:20 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0FC119A6BA204FB2BAA4BF52A1BB470A5A07B225 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F5EAD35F26E8E7C6943A0EFFCB5EA88474B008A5 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $12,636,707 | 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 | $800,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $228,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $228,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,222,469 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,802,772 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,222,469 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,287 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,287 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,252,983 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,452,983 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,825 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $383 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,060 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,732 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,643 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,721 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,857 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,757 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $142 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $142 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,927 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,345 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $263 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $26 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $5,649 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,649 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,451 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,283 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,061 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,846 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $417,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $417,299 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $610,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,642,838 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,362,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $931 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $781,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,086,691 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,086,691 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,681 | AcctRcvblAmt |
| Acct Rcvbl BOY | $7,624 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,681 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,681 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $1,246,019 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,269,983 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,269,983 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,693,202 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,433,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,433,826 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $349,896 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $504,033 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $504,033 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $776,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,339,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,339,229 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,355 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $263 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $12,702 | OtherAssetsBOYAmt |
| Other Assets EOY | $264 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $264 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,869,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,636,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,636,707 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,666 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $13,332 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $572 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $2,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,332 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,867,017 | UnrestrictedBOYAmt |
| Unrestricted EOY | $12,623,375 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,867,017 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,623,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,869,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,636,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,867,017 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,642,838 | ExcessRevenueOverExpensesAmt |
| Other Increases | $113,520 | OtherIncreasesAmt |
| Subtotal | $12,623,375 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,623,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publicly traded securities | $3,789,106 | $0 | $2,579,440 | $1,209,666 | $0 | $0 | $0 | $1,209,666 | |||
| Publicly traded securities - LTCGD | $13,666 | $0 | $0 | $13,666 | $0 | $0 | $0 | $13,666 | P | 2016-12-31 | 2017-12-31 |
| Short term capital loss | $0 | $0 | $543 | -$543 | $0 | $0 | $0 | -$543 | P | 2017-01-01 | 2017-12-31 |
| Section 1231 loss | $0 | $0 | $320 | -$320 | $0 | $0 | $0 | -$320 | P | 2016-12-31 | 2017-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,222,469 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$543 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $645,857 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,288,070 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062777 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $583,823 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,150,852 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057515 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $484,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,477,624 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051166 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $450,802 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,728,420 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058330 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $396,427 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,345,595 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074160 | DistributionYr5Rt |
| Total Distribution | 0.303948 | TotalDistributionRt |
| Average Distribution | 0.060790 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,652,209 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $708,338 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,624 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $721,962 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $485,890 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,248 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,248 | SubtotalAmt |
| Tax Based On Investment Income | $27,248 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,916 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $13,916 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $13,916 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $395 | EsPenaltyAmt |
| Tax Due | $13,727 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.blockfound.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028707086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 Main Street Suite B211 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| NANCY M SLUYS | ||||||||
| 197 Minglewood Road | Westfield | NC | 27053 | President | 1.00 | $0 | $0 | $0 |
| BETSY M CHODORKOFF | ||||||||
| 491 Ennis Hill Road | Marshfield | VT | 05658 | EX. DIRECTOR & TREAS | 30.00 | $50,000 | $0 | $0 |
| DIANE MAURER SCHATZ | ||||||||
| 2261 Jasmine Street | Denver | CO | 80207 | Secretary | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,794,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,035,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,829,654 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,829,654 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,652,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $582,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $582,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,248 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,248 | TotalTaxAmt |
| Distributable Before Adj | $555,362 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $555,362 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $555,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $485,890 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $485,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,362 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,334 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $130,925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $70,981 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,441 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,182 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $159,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $478,980 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,890 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,334 | AppliedToYear1Amt |
| Applied To Current Year | $476,556 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $78,806 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $78,806 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $400,174 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $52,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $348,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $70,981 | ExcessFromYear4Amt |
| Excess From Year3 | $24,441 | ExcessFromYear3Amt |
| Excess From Year2 | $93,182 | ExcessFromYear2Amt |
| Excess From Year1 | $159,451 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 350 Colorado | ||||||
| 2861 Ellison Place | Boulder | CO | 80304 | PC | campaignMovement building | $10,000 |
| 350 Vermont | ||||||
| 255 South Champlain Street Suite 11 | Burlington | VT | 05401 | PC | and capacity buildingLocal organizing | $10,000 |
| Allegany JAM | ||||||
| 450 North Main Street | Sparta | NC | 28675 | PC | Music education | $10,000 |
| Blue Ridge Discovery Center | ||||||
| 12627 Wilson Highway | Mouth of Wilson | VA | 24363 | PC | education for youthNature & environmental | $19,525 |
| Blue Ridge Discovery Center | ||||||
| 12627 Wilson Highway | Mouth of Wilson | VA | 24363 | PC | Capacity buildingProfessional development | $2,000 |
| Capstone Community Action | ||||||
| 20 Gable Place | Barre | VT | 05641 | PC | AcademyCommunity Kitchen | $10,000 |
| Center for an Agricultural Economy | ||||||
| PO Box 422 | Hardwick | VT | 05843 | PC | Access & EducationCommunity Food | $14,600 |
| Chestnut Creek School of the Arts | ||||||
| 100 North Main Street | Galax | VA | 24333 | PC | Appalachian MusiciansGalax Junior | $5,000 |
| Citizens Awareness Network | ||||||
| PO Box 83 | Shelburne Falls | MA | 01370 | PC | groupNuclear Watchdog | $8,000 |
| Composting Association of Vermont | ||||||
| PO Box 112 | Troy | VT | 05868 | PC | 2020 Vision: Leveraging Statutory Mandates toImprove Food Access & Water Quality | $5,000 |
| Connecticut River Watershed Council | ||||||
| 15 Bank Row | Greenfield | MA | 01301 | PC | Clean Rivers &Healthy Farms Project | $15,000 |
| Dogwood Alliance | ||||||
| PO Box 7645 | Asheville | NC | 28802 | PC | Forests Aren'tFuel Campaign | $15,000 |
| Ekar | ||||||
| PO Box 460983 | Denver | CO | 80246 | PC | Learn to GrowEducation programming | $10,000 |
| Elm Hill Inc | ||||||
| PO Box 248 | Plainfield | VT | 05667 | PC | Maplehill CommunityFarm programming | $10,000 |
| Global Greengrants Fund | ||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Niger Delta andoperating reserve | $15,000 |
| Greyston Foundation Inc | ||||||
| 21 Park Avenue | Yonkers | NY | 10703 | PC | YonkersCommunity Gardens | $7,800 |
| Institute for Policy Studies | ||||||
| 1112 16th Street NW Suite 600 | Washington | DC | 20036 | PC | Other Words | $10,000 |
| Institute for Social Ecology | ||||||
| PO Box 93 | Plainfield | VT | 05667 | PC | Climate Justice &capacity building | $20,000 |
| Intervale Center | ||||||
| 180 Intervale Road | Burlington | VT | 05401 | PC | Gleaning Project | $5,000 |
| Junior Appalachian Musicians Inc | ||||||
| PO Box 44 | Independence | VA | 24348 | PC | ROOTS | $15,000 |
| Migrant Justice | ||||||
| 294 North Winooski Avenue | Burlington | VT | 05401 | PC | Milk with Dignity | $20,000 |
| New England Grassroots Environment Fund | ||||||
| PO Box 611 | Newmarket | NH | 03857 | PC | Community Harvest ofCentral Vermont | $5,000 |
| Northshire Grows | ||||||
| 147 Green Peak Orchard North | East Dorset | VT | 05253 | PC | Farm to Schoolprograms | $5,000 |
| Peace and Justice Center | ||||||
| 60 Lake Street Suite 1C | Burlington | VT | 05401 | PC | Working for Peaceand Nonviolence | $7,000 |
| Planned Parenthood of NNE | ||||||
| 128 Lakeside Avenue Suite 301 | Burlington | VT | 05401 | PC | Vermont Chapter | $15,000 |
| Planned Parenthood of the Rocky Mountains | ||||||
| 7155 East 38th Avenue | Denver | CO | 80207 | PC | Teen responsible sexeducation | $10,000 |
| Planned Parenthood South Atlantic | ||||||
| 1704 Battleground Avenue | Greensboro | NC | 27408 | PC | Teen responsible sexeducation | $15,000 |
| Refugee and Immigrant Fund | ||||||
| 32-13 37th Street | Astoria | NY | 11103 | PC | Urban Farm RecoveryProgram RIF Asylum | $15,000 |
| Rights and Democracy Education Fund | ||||||
| 70 South Winooski Avenue 205 | Burlington | VT | 05401 | PC | Energy DemocracyCampaign | $10,000 |
| Salvation Farms | ||||||
| PO Box 1174 | Morrisville | VT | 05661 | PC | Statewide GleaningCooperative & Lamoille County Gleaning | $10,000 |
| Sprout City Farms | ||||||
| PO Box 181396 | Denver | CO | 80218 | PC | Community Farms:Healthy Food Access in the City | $10,000 |
| Toxic Action Center | ||||||
| 141 Main Street Suite 6 | Montpelier | VT | 05602 | PC | Community Assistance | $15,000 |
| Vermont Council on Rural Development | ||||||
| 43 State Street | Montpelier | VT | 05602 | PC | Climate ChangeEconomy Initiative | $15,000 |
| Vermont Natural Resources Council | ||||||
| 9 Bailey Avenue | Montpelier | VT | 05602 | PC | Community Energy &Climate Action Project | $20,000 |
| Virginia Organizing | ||||||
| 703 Concord Avenue | Charlottesville | VA | 22903 | PC | Southern AppalachianMountain Stewards | $8,374 |
| Vital Communities | ||||||
| 195 North Main Street | White River Junction | VT | 05001 | PC | Upper ValleyResidential Heating Initiative | $10,000 |
| Western Colorado Congress | ||||||
| 134 North 6th Street | Grand Junction | CO | 81501 | PC | New EnergyEconomy Program-Western Slope, CO | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $417,299 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $228,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,222,469 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Ordinary gains from Partnerships | 1 | $5,725 |
| Other partnership losses | 1 | -$3,438 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,452,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,452,983 | 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 Person | THE ESTATE OF CAROL MAURER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5578 Alkire Street | AddressLine1Txt |
| City | Arvada | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $800,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| . Accounting/Tax | $6,107 | $4,580 | $1,221 |
| . Payroll serv. | $625 | $63 | $500 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Laptop computer | 2009-12-04 | $2,440 | $2,440 | SL | 5.00 | ||
| Laptop computer | 2010-09-29 | $962 | $962 | SL | 3.00 | ||
| Laptop computer | 2012-02-04 | $2,373 | $2,373 | SL | 3.00 | ||
| Mac computer | 2014-07-18 | $1,580 | $1,317 | SL | 3.00 | $263 | $26 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Securities | AssetDesc |
| Gross Sales Price | $3,802,772 | GrossSalesPriceAmt |
| Basis | $2,580,303 | BasisAmt |
| Total Net | $1,222,469 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| High Mowing Organic Seeds 3% Note | $50,000 | $50,000 |
| John Deere 2.75% Due 3/15/22 | $251,134 | $251,134 |
| SUN Initiative Financing, LLC II 4.25% Note | $25,000 | $25,000 |
| The Skinny Pancake 5% Note | $50,000 | $50,000 |
| Vermont Community Loan Fund 1% Note | $30,000 | $30,000 |
| Vermont Community Loan Fund 1.25% Note | $40,000 | $40,000 |
| Vermont Natural Coatings, Inc. 4% Note | $57,899 | $57,899 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen Inc. 1,300 | $226,070 | $226,070 |
| Apple Inc. 1,485 | $251,307 | $251,307 |
| Automatic Data Processing Inc. 2,000 | $234,380 | $234,380 |
| Bar Harbor Bankshares, Inc. 9,240 | $249,572 | $249,572 |
| Century Bancorp 3,830 | $299,697 | $299,697 |
| Cisco Systems, Inc. 8,150 | $312,145 | $312,145 |
| Cooperative Regions of Organic Producer Pools Cl E 2,000 | $100,000 | $100,000 |
| Customers Bancorp 6,210 | $161,398 | $161,398 |
| CVS Health Corp. 3,000 | $217,500 | $217,500 |
| Exactech, Inc. 3,500 | $173,075 | $173,075 |
| Expeditors International of Washington, Inc. 4,700 | $304,043 | $304,043 |
| Genuine Parts Company 1,700 | $161,517 | $161,517 |
| Gilead Sciences, Inc. 2,470 | $176,951 | $176,951 |
| High Mowing Seed Co. PFD 3,749 | $50,012 | $50,012 |
| HMS Holdings Corp. 12,000 | $203,400 | $203,400 |
| IBM Corp. 850 | $130,407 | $130,407 |
| Insperity Inc. 4,000 | $229,400 | $229,400 |
| Intuit Inc. 1,500 | $236,670 | $236,670 |
| Koninklijke Ahold N.V. 9,788 | $215,434 | $215,434 |
| McCormick & Company Inc. 2,000 | $203,820 | $203,820 |
| Novo-Nordisk 5,000 | $268,350 | $268,350 |
| NTT Docomo Inc. 4,420 | $105,063 | $105,063 |
| Public Storage PFD Ser D 8,475 | $212,044 | $212,044 |
| Quest Diagnostic Inc. 1,400 | $137,886 | $137,886 |
| Sanofi 3,360 | $144,480 | $144,480 |
| Suez 12,500 | $219,984 | $219,984 |
| Solar Communities Inc, dba SunCommon Pfd 75,000 | $141,750 | $141,750 |
| Symantec Corp. 6,550 | $183,793 | $183,793 |
| Telus Corp. 4,600 | $174,202 | $174,202 |
| Tractor Supply Co. 2,925 | $218,644 | $218,644 |
| Unilever 6,840 | $385,229 | $385,229 |
| United Natural Foods, Inc. 5,900 | $290,693 | $290,693 |
| Utah Medical Products, Inc. 3,512 | $285,877 | $285,877 |
| Vermont Smoke & Cure 28,750 | $46,330 | $46,330 |
| Vestas Wind Systems 8,475 | $195,603 | $195,603 |
| Vodafone Group 9,000 | $287,100 | $287,100 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,269,983 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,269,983 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Columbia Property Trust REIT 13,720 | $314,874 | $314,874 |
| Education Realty Trust REIT 7,000 | $244,440 | $244,440 |
| Hannon Armstrong Sustainable Infrastructure Capital 9,300 | $223,758 | $223,758 |
| Income & Impact Fund, LLC | $99,929 | $99,929 |
| Iroquois Valley Farmland REIT 165 | $101,475 | $101,475 |
| Northeast Kingdom Tasting Center, LLC | $46,007 | $46,007 |
| Patient Capital Collaborative '11, LP | $12,939 | $12,939 |
| Safer Made LP | $12,483 | $12,483 |
| The Lyme Forest Fund III TE LP | $35,969 | $35,969 |
| The Lyme Forest Fund IV TE LP | $84,387 | $84,387 |
| Ventas Inc. REIT 1,700 | $102,017 | $102,017 |
| VSJF Flexible Capital Fund, L3C | $60,951 | $60,951 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $7,355 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,355 | AccumulatedDepreciationAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest | $3,034 | $264 | $264 |
| Excise Tax Refund Receivable | $9,668 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest | $3,034 | $264 | $264 |
| Excise Tax Refund Receivable | $9,668 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Accrued Interest | $3,034 | $264 | $264 |
| Excise Tax Refund Receivable | $9,668 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment expenses | $7,855 | $7,855 | |
| Membership fees | $16,095 | $16,095 | |
| Office expenses | $2,096 | $1,428 | $561 |
| Technology | $1,405 | $1,405 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ordinary gain from Partnerships | $5,725 | $5,725 |
| Other partnership losses | -$3,438 | -$3,438 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Market value change on investments | Desc |
| Amt | $113,520 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| . Investment Mgt | $62,757 | $62,757 | |
| . Website maint. | $100 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise taxes | $27,582 | |
| Foreign taxes | $8,345 | $8,345 |