COMMUNITY HEART & SOUL INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY HEART & SOUL INC (EIN 03-0346513)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-10
- IRS object ID
- 201642239349100429
- Schema version
- 2015v2.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-10T15:15:08-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030225774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GALLAGHER FLYNN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 LYME RD SUITE 205 | AddressLine1Txt |
| City | HANOVER | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03755 | 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 | 030346513 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORTON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORTO | BusinessNameControlTxt |
| Phone | 8024950864 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 GRAHAM WAY SUITE 126 | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID LECKEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8024950864 | PhoneNum |
| Signature | 2016-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGRID H PELS CPA | PreparerPersonNm |
| PTIN | P01271982 | PTIN |
| Phone | 6036430043 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,476,385 | 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 | $4,140,593 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $266,572 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $266,572 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $266,572 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,085,133 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,631,883 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,085,133 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $46,547 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $46,547 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,538,845 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,351,705 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $313,119 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $241,904 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $202,904 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $677,577 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,236 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $118,586 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $537,755 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $288,487 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,986 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $280,501 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $606 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $606 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $5,500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $81,464 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $707 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $22,163 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $66,471 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,471 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $32,579 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $32,579 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $11,444 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $11,444 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $748,407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $748,407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,197,755 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $116,893 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $327,596 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,716,157 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,197,755 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $116,893 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $327,596 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,716,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,341,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,234,812 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $80,704 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,511 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,772 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,772 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,772 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $280 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $168 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $280 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $280 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $29,784 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $45,824 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $45,824 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,488,850 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,857,365 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,857,365 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,607,765 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,392,726 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,392,726 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $174,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,391 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $46,855 | LandBOYAmt |
| Land EOY | $63,877 | LandEOYAmt |
| Land EOYFMV | $63,877 | LandEOYFMVAmt |
| Other Assets BOY | $1,030 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,030 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,030 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,255,156 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,476,385 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,476,385 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $145,059 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $171,848 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $145,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $171,848 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $13,110,097 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,304,537 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,110,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,304,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,255,156 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,476,385 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,110,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,341,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,451,187 | SubtotalAmt |
| Other Decreases | $1,146,650 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,304,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $6,631,883 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,546,750 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,085,133 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,085,133 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,085,133 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,910,842 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $11,924,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.160250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,389,617 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,311,515 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.231743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,108,115 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,834,749 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.269072 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,157,758 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,258,153 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.297287 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,500,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,477,404 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.294968 | DistributionYr5Rt |
| Total Distribution | 1.253320 | TotalDistributionRt |
| Average Distribution | 0.250664 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,055,419 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,523,188 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,535,536 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,716,157 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,342 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,342 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,646 | OverpaymentAmt |
| Applied To ES Tax | $14,646 | 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 | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ORTON.ORG | WebsiteAddressTxt |
| Individual With Books | CAROL BERTRAND | IndividualWithBooksNm |
| Phone | 8024950864 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 GRAHAM WAY SUITE 126 | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| LYMAN ORTON | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | CHAIRMAN OF THE BOARD | 4.00 | $0 | $0 | $0 |
| SUSAN KIRKPATRICK | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | SECRETARY AND TREASURER | 2.00 | $5,000 | $0 | $0 |
| THOMAS DANIELS | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| JARED DUVAL | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| JANICE IZZI | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DR CAROLYN LUKENSMEYER | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| ED MCMAHON | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $4,000 | $0 | $0 |
| SHERRY RISTAU | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| SCOT SPENCER | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| ANTHONY WOOD | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $6,000 | $0 | $0 |
| DAVID LECKEY | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | EXECUTIVE DIRECTOR | 40.00 | $202,904 | $18,094 | $20,546 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN BARSTOW | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR OF COMMUNIC | 40.00 | $100,095 | $42,083 | $20,341 |
| ALECE MONTEZ-GRIEGO | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR OF PROGRAMS | 40.00 | $90,000 | $8,132 | $20,385 |
| CAROL BERTRAND | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR OF FINANCE | 40.00 | $84,942 | $7,678 | $17,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WORKS TO DEVELOP AND IMPLEMENT THE COMMUNITY HEART & SOUL METHOD, INCLUDING WORK WITHIN HEART & SOUL COMMUNITIES, PARTNERSHIP IMPLEMENTATION PROJECTS, CURRICULUM AND TRAINING TARGETED TOWARD COMMUNITIES, PARTNER ORGANIZATIONS AND HEART & SOUL COACHES, AND OTHER RELATED FOUNDATION PROGRAM ACTIVITIES. AS PART OF THIS TASK, THE FOUNDATION BUILDS AWARENESS, ACCEPTANCE, AND USE OF THE HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS. | Description1Txt |
| Expenses1 | $802,175 | Expenses1Amt |
| Description2 | THE FOUNDATION WORKS TO IDENTIFY PRIORITY TARGET MARKETS, AND DEVELOP AND EXECUTE MARKETING STRATEGIES THAT WILL REACH AND PERSUADE THOSE TARGET AUDIENCES TO SUPPORT, FUND, AND IMPLEMENT IT. AS PART OF THIS TASK, THE FOUNDATION SPREADS AWARENESS, ACCEPTANCE, AND USE OF THE HEART & SOUL PHILOSOPHY, PRINCIPLES, PROCESS, AND MODEL WITH EXTERNAL PARTNERS AND STAKEHOLDERS. ONE OF THE WAYS THIS IS ACHIEVED IS THROUGH THE USE OF ITS WEBSITE AND SOCIAL MEDIA TO BROADCAST LESSONS AND SUCCESS STORIES. THE FOUNDATION IS ALSO WORKING TO SHAPE AND STRENGTHEN ITS VOICE, ENSURING THAT ALL MESSAGES ARE CONSISTENT, CLEAR, PERSUASIVE, AND VISUALLY POWERFUL FOR EFFECTIVE COMMUNICATION TO A WIDE, DIVERSE, EXTERNAL AUDIENCE. | Description2Txt |
| Expenses2 | $582,380 | Expenses2Amt |
| Description3 | THE FOUNDATION IDENTIFIES, STRENGTHENS AND BUILDS RELATIONSHIPS THAT WILL SPREAD AWARENESS AND SUPPORT OF THE COMMUNITY HEART & SOUL PHILOSOPHY AND PROCESS. WITH THE ASSISTANCE OF INDEPENDENT CHAMPIONS, THE FOUNDATION IS BUILDING A COALITION OF NATIONAL, REGIONAL AND LOCAL RESOURCES TO HELP COMMUNITIES TO IMPLEMENT THE COMMUNITY HEART & SOUL MODEL. THE FOUNDATION DOES THIS THROUGH ONE-ON-ONE MEETINGS AND GROUP PRESENTATIONS. | Description3Txt |
| Expenses3 | $329,022 | Expenses3Amt |
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 | $14,173,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,269,461 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,269,461 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $214,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,055,419 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $702,771 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,716,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,716,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,716,157 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 1995-08-18 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $596,206 | Year1Amt |
| Year2 | $178,412 | Year2Amt |
| Year3 | $177,279 | Year3Amt |
| Total | $951,897 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $506,775 | Year1Amt |
| Year2 | $151,650 | Year2Amt |
| Year3 | $150,687 | Year3Amt |
| Total | $809,112 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,716,157 | CurrentYearAmt |
| Year1 | $1,910,842 | Year1Amt |
| Year2 | $2,389,617 | Year2Amt |
| Year3 | $2,119,608 | Year3Amt |
| Total | $8,136,224 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,716,157 | CurrentYearAmt |
| Year1 | $1,910,842 | Year1Amt |
| Year2 | $2,389,617 | Year2Amt |
| Year3 | $2,119,608 | Year3Amt |
| Total | $8,136,224 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $468,514 | CurrentYearAmt |
| Year1 | $397,471 | Year1Amt |
| Year2 | $118,941 | Year2Amt |
| Year3 | $118,186 | Year3Amt |
| Total | $1,103,112 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LYMAN ORTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | 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 | $266,572 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,085,133 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $46,547 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,351,705 | ExclusionAmt |
| Related Or Exempt Function Incm | $46,547 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,398,252 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | MISCELLANEOUS PROGRAM - RELATED INCOME | RelationshipStatementTxt |
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 |
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 | LYMAN K ORTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 775782 | AddressLine1Txt |
| City | STEAMBOAT SPRINGS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80477 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,140,593 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,820 SHS MYLAN - $414,31519,425 SHS METLIFE - $1,068,27817,500 SHS BLACKSTONE - $658,000 | NoncashPropertyDesc |
| Fair Market Value | $2,140,593 | FairMarketValueAmt |
| Received | 2015-08-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,000 | Amt |
| Net Investment Income | $5,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $13,857,365 | EOYBookValueAmt |
| EOYFMV | $13,857,365 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CASH & MONEY FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,392,726 | BookValueAmt |
| EOYFMV | $1,392,726 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $606 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $606 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRADEMARK | Desc |
| BOY Book Value | $1,030 | BOYBookValueAmt |
| EOY Book Value | $1,030 | EOYBookValueAmt |
| EOYFMV | $1,030 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $366,794 |
| CONTRIBUTED SECURITIES BASIS DIFFERENCE | $779,856 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING AND PROMOTION | $10,230 | $0 | $0 | $10,230 |
| BANK, PAYROLL AND CREDIT CARD FEES | $2,393 | $0 | $0 | $2,393 |
| CONSULTANTS AND SUBCONTRACTORS | $422,762 | $0 | $0 | $422,762 |
| DUES & SUBSCRIPTIONS | $12,383 | $0 | $0 | $12,383 |
| EQUIPMENT COSTS | $19,556 | $0 | $0 | $19,556 |
| INSURANCE | $1,157 | $0 | $0 | $1,157 |
| POSTAGE | $5,572 | $0 | $0 | $5,572 |
| SUPPLIES | $12,984 | $0 | $0 | $12,984 |
| TELEPHONE AND INTERNET | $25,119 | $0 | $0 | $25,119 |
| TRUSTEE EXPENSES | $43,817 | $0 | $0 | $43,817 |
| TRAVEL | $192,434 | $0 | $0 | $192,434 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $46,547 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $46,547 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $81,464 | Amt |
| Net Investment Income | $81,464 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $14,946 | $0 | $0 | $0 |
| FOREIGN TAXES | $707 | $707 | $0 | $0 |