COMMUNITY HEART & SOUL INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY HEART & SOUL INC (EIN 03-0346513)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201512249349100901
- Schema version
- 2014v5.0
- 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
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T14:15:29-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | INGRID PELS | PreparerPersonNm |
| PTIN | P01271982 | PTIN |
| Phone | 6036430043 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,255,156 | 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 | $3,746,847 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,680 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,680 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12,680 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $233,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,293 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $233,293 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,327,183 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,360,619 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,327,183 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $331 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $331 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,320,334 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,573,156 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $246,304 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $221,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $185,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $36,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $541,474 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $54,049 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $467,425 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $259,563 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,069 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $245,771 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,299 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $2,299 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,912 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,956 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $4,956 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $813 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $23,754 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $39,709 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $39,709 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,156 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,156 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $9,365 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $9,365 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,041,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,044,416 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,311,709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $246,304 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,910,842 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,311,709 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $246,304 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,910,842 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,008,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,464,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,704 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,704 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $168 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $168 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $168 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $21,095 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $29,784 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $29,784 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $9,946,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,488,850 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,488,850 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $860,864 | CorporateBondsBOYAmt |
| Other Investments BOY | $138,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,607,765 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,607,765 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $146,879 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $100,024 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $45,330 | LandBOYAmt |
| Land EOY | $46,855 | LandEOYAmt |
| Land EOYFMV | $46,855 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,030 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,030 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,100,512 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,255,156 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,255,156 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $178,531 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $145,059 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $178,531 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,059 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,921,981 | UnrestrictedBOYAmt |
| Unrestricted EOY | $13,110,097 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,921,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,110,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,100,512 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,255,156 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,921,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,008,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,460 | OtherIncreasesAmt |
| Subtotal | $13,963,066 | SubtotalAmt |
| Other Decreases | $852,969 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,110,097 | 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 | 2014-12-31 | SoldDt |
| Gross Sales Price | $5,360,619 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,033,436 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,327,183 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,327,183 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,327,183 | 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 | $2,389,617 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,311,515 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.231743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,108,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,834,749 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.269072 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,157,758 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,258,153 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.297287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,500,565 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,477,404 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.294968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,324,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,067,293 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.288177 | DistributionYr5Rt |
| Total Distribution | 1.381247 | TotalDistributionRt |
| Average Distribution | 0.276249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,924,116 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,294,025 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,649 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,308,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,910,842 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,298 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,298 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,298 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,022 | OverpaymentAmt |
| Applied To ES Tax | $10,022 | 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 (9 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 |
| DR CAROLYN LUKENSMEYER | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| ED MCMAHON | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR | 2.00 | $5,000 | $0 | $0 |
| SHERRY RISTAU | ||||||||
| 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 | $185,000 | $59,933 | $0 |
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 | $91,832 | $42,568 | $0 |
| ALECE MONTEZ-GRIEGO | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR OF PROGRAMS | 40.00 | $86,490 | $42,515 | $0 |
| CAROL BERTRAND | ||||||||
| 120 GRAHAM WAY SUITE 126 | SHELBURNE | VT | 05482 | DIRECTOR OF FINANCE | 40.00 | $80,000 | $40,275 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAITLYN DAVISON | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROGRAMS & COMMUNICATIONS SVCS | ServiceTypeTxt |
| Compensation | $57,390 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION WORKS WITH DEMONSTRATION COMMUNITIES TO DEVELOP WITH THE FOUNDATION AN INNOVATIVE HEART & SOUL COMMUNITY PLANNING APPROACH TO ENGAGEMENT AND COMMUNITY PLANNING AND DEVELOPMENT IN SMALL CITIES AND TOWNS THROUGHOUT THE UNITED STATES. | Description1Txt |
| Expenses1 | $1,007,504 | Expenses1Amt |
| Description2 | THE FOUNDATION WORKS WITH ITS DEMONSTRATION PROJECTS TO COMMUNICATE MORE CLEARLY WITH ITS RESIDENTS. | Description2Txt |
| Expenses2 | $817,628 | Expenses2Amt |
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 | $12,021,206 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,105,702 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,105,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $181,586 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,924,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $596,206 | 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 | $1,910,842 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,910,842 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,910,842 | 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 | $178,412 | Year1Amt |
| Year2 | $177,279 | Year2Amt |
| Year3 | $155,127 | Year3Amt |
| Total | $510,818 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $151,650 | Year1Amt |
| Year2 | $150,687 | Year2Amt |
| Year3 | $131,858 | Year3Amt |
| Total | $434,195 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,910,842 | CurrentYearAmt |
| Year1 | $2,389,617 | Year1Amt |
| Year2 | $2,119,608 | Year2Amt |
| Year3 | $2,171,795 | Year3Amt |
| Total | $8,591,862 | 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 | $1,910,842 | CurrentYearAmt |
| Year1 | $2,389,617 | Year1Amt |
| Year2 | $2,119,608 | Year2Amt |
| Year3 | $2,171,795 | Year3Amt |
| Total | $8,591,862 | 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 | $397,471 | CurrentYearAmt |
| Year1 | $118,941 | Year1Amt |
| Year2 | $118,186 | Year2Amt |
| Year3 | $103,418 | Year3Amt |
| Total | $738,016 | 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
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,680 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,293 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,327,183 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Related Or Exempt Function Incm | $331 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,573,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $331 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,573,487 | 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 | $3,746,847 | 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 | 17,500 SHS BLACKSTONE - $567,0003,800 SHS CONTINENTAL - $459,2304,480 SHS EVEREST - $720,617 | NoncashPropertyDesc |
| Fair Market Value | $1,746,847 | FairMarketValueAmt |
| Received | 2014-03-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,912 | Amt |
| Net Investment Income | $4,956 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,956 | 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 | $11,488,850 | EOYBookValueAmt |
| EOYFMV | $11,488,850 | 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 | $1,607,765 | BookValueAmt |
| EOYFMV | $1,607,765 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,299 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,299 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRADEMARK | Desc |
| EOY Book Value | $1,030 | EOYBookValueAmt |
| EOYFMV | $1,030 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTRIBUTED SECURITIES BASIS DIFFERENCE | Desc |
| Amt | $852,969 | Amt |
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 | $12,313 | $0 | $0 | $12,313 |
| BANK, PAYROLL AND CREDIT CARD FEES | $2,424 | $0 | $0 | $2,424 |
| CONSULTANTS AND SUBCONTRACTORS | $771,684 | $0 | $0 | $774,205 |
| DUES & SUBSCRIPTIONS | $8,873 | $0 | $0 | $8,873 |
| EQUIPMENT COSTS | $23,988 | $0 | $0 | $23,988 |
| INSURANCE | $7,948 | $0 | $0 | $7,948 |
| POSTAGE | $3,459 | $0 | $0 | $3,459 |
| SUPPLIES | $25,419 | $0 | $0 | $25,419 |
| TELEPHONE AND INTERNET | $25,193 | $0 | $0 | $25,193 |
| TRUSTEE EXPENSES | $36,837 | $0 | $0 | $36,837 |
| TRAVEL | $123,757 | $0 | $0 | $123,757 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $331 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $331 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $32,460 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $72,403 | Amt |
| Net Investment Income | $72,403 | 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 | $21,366 | $0 | $0 | $0 |
| FOREIGN TAXES | $813 | $813 | $0 | $0 |