THE WISDOM CONNECTION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WISDOM CONNECTION INC (EIN 20-0288195)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-16
- IRS object ID
- 201601379349102445
- Schema version
- 2015v2.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T10:59:35-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fothergill Segale & Valley CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 Barre Street | AddressLine1Txt |
| City | Montpelier | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 PASSMORE ALLEY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E Lela McCaffrey CPA | PreparerPersonNm |
| PTIN | P00476486 | PTIN |
| Phone | 8022236261 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,572,107 | 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 | $72,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,134 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,134 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $190,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,245,998 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,962 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,224 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $262,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,096 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $74,358 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $50,769 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $50,769 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,460 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,460 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,716 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,716 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $15,164 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,953 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,772 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,499 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,499 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,134 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $30,134 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $129,742 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $91,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,742 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $219,634 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,096 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,427 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $74,358 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,473 | CashBOYAmt |
| Cash EOY | $17,650 | CashEOYAmt |
| Cash EOYFMV | $17,650 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,834,542 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,554,457 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,554,457 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,837,015 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,572,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,572,107 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,141 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $391 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,141 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $391 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,835,874 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,571,716 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,835,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,571,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,837,015 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,572,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,835,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,096 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,840,970 | SubtotalAmt |
| Other Decreases | $269,254 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,571,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BPD-006319 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $50,637 | $54,191 | -$3,554 | -$3,554 |
| BPD-006319 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $1,591 | $1,659 | -$68 | -$68 |
| BPD-008214 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $463,145 | $349,896 | $113,249 | $113,249 |
| BPD-008214 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $8,603 | $9,178 | -$575 | -$575 |
| BPH-007064 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $63,075 | $42,816 | $20,259 | $20,259 |
| BPH-007064 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $22,951 | $22,889 | $62 | $62 |
| BPH-007560 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $41,686 | $42,928 | -$1,242 | -$1,242 |
| BPH-007560 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $21,558 | $24,339 | -$2,781 | -$2,781 |
| BPH-009075 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $38,175 | $33,406 | $4,769 | $4,769 |
| BPH-009075 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $3,938 | $3,817 | $121 | $121 |
| BPH-010049 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $85,521 | $53,502 | $32,019 | $32,019 |
| BPH-010049 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $46,088 | $47,874 | -$1,786 | -$1,786 |
| BPH-010561 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $71,231 | $52,166 | $19,065 | $19,065 |
| BPH-010561 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $251,189 | $250,124 | $1,065 | $1,065 |
| BPH-002010 - SEE ATTACHED SCHEDULE | P | 2011-01-01 | 2015-01-01 | $53,595 | $49,452 | $4,143 | $4,143 |
| BPH-002010 - SEE ATTACHED SCHEDULE | P | 2015-01-01 | 2015-01-01 | $23,015 | $17,057 | $5,958 | $5,958 |
| Wash Sale | $258 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,962 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,224 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $208,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,829,340 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07381 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,956 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,381,434 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $193,977 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,496,124 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07771 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185,747 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,636,487 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07045 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $188,917 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,569,143 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07353 | DistributionYr5Rt |
| Total Distribution | 0.372752 | TotalDistributionRt |
| Average Distribution | 0.074550 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,673,183 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,286 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,344 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $201,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $219,634 | 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 | $2,344 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,344 | SubtotalAmt |
| Tax Based On Investment Income | $2,344 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,664 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,664 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,320 | OverpaymentAmt |
| Applied To ES Tax | $2,344 | AppliedToESTaxAmt |
| Refund | $976 | RefundAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA REYNOLDS | 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 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| F WILLIAM ALLEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Treasurer | 1.00 | $0 |
| PATRICIA PASSMORE ALLEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | President | 8.00 | $0 |
| PATRICIA HEFFERNAN | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Director | 1.00 | $0 |
| MARY PARKE MEYER | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Secretary | 1.00 | $0 |
| SUSAN COFFEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Director | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA REYNOLDS | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $50,769 | CompensationAmt |
| Employee Benefits | $21,139 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,696,817 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,074 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,713,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,713,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,708 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,673,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,344 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,344 | TotalTaxAmt |
| Distributable Before Adj | $131,315 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $131,315 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $131,315 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $219,634 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $219,634 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,344 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $217,290 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $131,315 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,013 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,555 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $68,656 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,029 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,976 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $219,634 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $131,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $88,319 | RemainingDistriFromCorpusAmt |
| Total Corpus | $382,295 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,013 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $357,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,555 | ExcessFromYear4Amt |
| Excess From Year3 | $71,723 | ExcessFromYear3Amt |
| Excess From Year2 | $68,656 | ExcessFromYear2Amt |
| Excess From Year1 | $73,029 | ExcessFromYear1Amt |
| Excess From Current Year | $88,319 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LUND FAMILY CENTER | |||||||
| PO BOX 4009 | BURLINGTON | VT | 05406 | NONE | 501(C) | PROGRAM SUPPORT | $10,000 |
| CRAFTSBURY COMMUNITY CARE CENTER | |||||||
| 1784 EAST CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | NONE | 501(C) | CAPITAL CAMPAIGN | $1,000 |
| AWARE | |||||||
| PO BOX 307 | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $7,500 |
| FOUR SEASONS OF EARLY LEARNING | |||||||
| 1160 MAIN STREET | GREENSBORO | VT | 05842 | NONE | 501(C) | OPERATING SUPPORT | $9,500 |
| GRACE | |||||||
| PO BOX 960 | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| GREENSBORO NURSING HOME | |||||||
| 47 MAGGIES POND ROAD | GREENSBORO | VT | 05841 | NONE | 501(C) | OPERATING SUPPORT | $7,500 |
| HARDWICK AREA FOOD PANTRY | |||||||
| 39 W CHURCH STREET | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $8,000 |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| WHOLEHEART INC | |||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | NONE | 501(C) | OPERATING SUPPORT | $35,000 |
| CIRCUS SMIRKUS | |||||||
| 1 CIRCUS ROAD | GREENSORO | VT | 05841 | NONE | 501(C) | PROGRAM SUPPORT | $10,000 |
| VERMONT CHILDRENS TRUST FOUNDATION | |||||||
| 95 ST PAUL STREET | BURLINGTON | VT | 05401 | NONE | 501(C) | PROGRAM SUPPORT | $5,000 |
| HOME SHARE NOW | |||||||
| 105 N MAIN ST | BARRE | VT | 05641 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| UP FOR LEARNING | |||||||
| PO BOX 63 | EAST HARDWICK | VT | 05836 | NONE | 501(C) | PROGRAM SUPPORT | $12,000 |
| CENTER FOR COURAGE AND RENEWAL | |||||||
| 36 COLLEGE ST | MONTPELIER | VT | 05602 | NONE | 501(C) | OPERATING SUPPORT | $10,000 |
| NORTHEAST KINGDOM YOUTH SERVICES | |||||||
| 24 BAGLEY STREET | ST JOHNSBURY | VT | 05819 | NONE | 501(C) | OPERATING SUPPORT | $2,000 |
| NORTHWOODS STEWARDSHIP CENTER | |||||||
| 154 LEADERSHIP DRIVE | EAST CHARLESTON | VT | 05833 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| YOUTH CATALYTICS | |||||||
| PO BOX 35 | CHARLOTTE | VT | 05445 | NONE | 501(C) | OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,134 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $190,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $262,838 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,838 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,460 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,460 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYEE BENEFITS | $21,139 | $21,139 |
| FACILITY RENTAL | $300 | $300 |
| OFFICE COSTS | $806 | $806 |
| PAYROLL FEES | $39 | $39 |
| STAFF DEVELOPMENT | $7,850 | $7,850 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $26,716 | Amt |
| Net Investment Income | $26,716 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2014 EXCISE TAX | $3,775 | ||
| 2015 EXCISE TAX | $5,664 | ||
| FOREIGN TAXES | $1,953 | $1,953 | |
| PAYROLL TAXES | $3,772 | $3,772 |