HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201513159349100341
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other 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 | 2015-11-11T11:36:50-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 38 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311784246 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harris & Frances Block Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8024263806 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Betsy Chodorkoff 491 Ennis Hill | AddressLine1Txt |
| City | Marshfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05658 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY CHODORKOFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8024263806 | PhoneNum |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM S HUCKABAY CPA | PreparerPersonNm |
| Phone | 8028707086 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,206,638 | 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 | $820,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,962 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,962 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $143,668 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $143,668 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $499 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $499 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$1,607 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $566,377 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,873,296 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $566,377 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$611 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,495 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,550,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $733,001 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $35,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,032 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $51,073 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,073 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,701 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,303 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,358 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,446 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $357 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,755 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $306 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,527 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $613 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $138,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,318 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,608 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $445,320 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $445,320 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $584,226 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,318 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $484,928 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $966,669 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $669,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,966 | CashBOYAmt |
| Cash EOY | $2,087 | CashEOYAmt |
| Cash EOYFMV | $2,087 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,048,625 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $890,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $890,845 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,212 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,212 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,212 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $113,520 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $443,227 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $443,227 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,370,636 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,968,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,968,028 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $325,731 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $925,300 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $925,300 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $963,842 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $966,425 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $966,425 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,355 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,708 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,425 | LandBOYAmt |
| Land EOY | $1,647 | LandEOYAmt |
| Land EOYFMV | $1,647 | LandEOYFMVAmt |
| Other Assets BOY | $2,159 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,867 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,867 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,827,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,206,638 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,206,638 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,893 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,115 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $22,893 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,115 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $8,805,011 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,198,523 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,805,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,198,523 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,827,904 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,206,638 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,805,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $966,669 | ExcessRevenueOverExpensesAmt |
| Other Increases | $427,218 | OtherIncreasesAmt |
| Subtotal | $10,198,898 | SubtotalAmt |
| Other Decreases | $375 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,198,523 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Publicly traded securities | $1,870,180 | $0 | $1,306,919 | $563,261 | $0 | $0 | $0 | $563,261 | |||
| Publicly traded securities - CGD | $3,116 | $0 | $0 | $3,116 | $0 | $0 | $0 | $3,116 | P | 2013-12-31 | 2014-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $566,377 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $450,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,728,420 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058330 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $396,427 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,345,595 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.074160 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $354,794 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,908,849 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.072276 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $281,254 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,080,472 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055360 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $251,726 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,791,509 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066392 | DistributionYr5Rt |
| Total Distribution | 0.326518 | TotalDistributionRt |
| Average Distribution | 0.065304 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,477,624 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $618,927 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,697 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $625,624 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $484,928 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,394 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,394 | SubtotalAmt |
| Tax Based On Investment Income | $13,394 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $16,800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$16,800 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $3,378 | OverpaymentAmt |
| Applied To ES Tax | $3,378 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.blockfound.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tapia & Huckabay PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028707086 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 Main Street Suite B211 | AddressLine1Txt |
| City | Vergennes | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05491 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY M SLUYS | ||||||||
| 197 Minglewood Road | Westfield | NC | 27053 | President | 1.00 | $3,000 | $0 | $0 |
| BETSY M CHODORKOFF | ||||||||
| 491 Ennis Hill Road | Marshfield | VT | 05658 | Treasurer | 30.00 | $43,000 | $0 | $0 |
| DIANE MAURER SCHATZ | ||||||||
| 2261 Jasmine Street | Denver | CO | 80207 | Secretary | 1.00 | $3,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,047,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,574,616 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,621,953 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,621,953 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,477,624 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,881 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,881 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,394 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,394 | TotalTaxAmt |
| Distributable Before Adj | $460,487 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $460,487 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $460,487 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $484,928 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $484,928 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $484,928 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,487 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $63,239 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,412 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $113,972 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $130,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,981 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $410,529 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $484,928 | QualifyingDistributionsAmt |
| Applied To Current Year | $460,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,441 | RemainingDistriFromCorpusAmt |
| Total Corpus | $434,970 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $63,239 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $371,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,412 | ExcessFromYear4Amt |
| Excess From Year3 | $113,972 | ExcessFromYear3Amt |
| Excess From Year2 | $130,925 | ExcessFromYear2Amt |
| Excess From Year1 | $70,981 | ExcessFromYear1Amt |
| Excess From Current Year | $24,441 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Local Motion | ||||||
| 1 Steele St 103 | Burlington | VT | 05401 | PC | Bike RecycleVermont | $1,000 |
| Blue Ridge Discovery Center | ||||||
| 253 Little Bighorn Lane | Independence | VA | 24363 | PC | General Support | $15,000 |
| Blue Ridge Environmental Defense League | ||||||
| PO Box 88 | Glendale Springs | NC | 28629 | PC | EnvironmentalTurning the TideJustice Campaign | $15,000 |
| Center for an Agricultural Economy | ||||||
| PO Box 422 | Hardwick | VT | 05843 | PC | Access andCommunity FoodEducation | $15,000 |
| Center for Sustainable Systems | ||||||
| PO Box 1345 | Montpelier | VT | 05601 | PC | General Support | $10,000 |
| Chestnut Creek School of the Arts | ||||||
| 100 North Main Street | Galax | VA | 24333 | PC | AppalachianGalax JuniorMusicians | $5,000 |
| Citizens Awareness Network | ||||||
| PO Box 83 | Shelburne Falls | MA | 01370 | PC | General Support | $10,000 |
| Composting Association of Vermont | ||||||
| PO Box 112 | Troy | VT | 05868 | PC | General Support | $8,000 |
| Connecticut Audubon | ||||||
| 1361 Main Street | Glastonbury | CT | 06033 | PC | programScience in NatureHartford Grades 4&5 | $10,000 |
| Denver Urban Gardens | ||||||
| PO Box 181396 | Denver | CO | 80218 | PC | Farm to SchoolSprout City FarmsUrban Gardens | $7,500 |
| EarthWalk | ||||||
| PO Box 21 | Plainfield | VT | 05667 | PC | Teen CommunityEngagement Program | $10,000 |
| Elm Hill Inc | ||||||
| PO Box 248 | Plainfield | VT | 05667 | PC | Maple HillFarm to Table | $8,570 |
| Friends of Kings County State Park | ||||||
| PO Box 83 | Clover | SC | 29710 | PC | General Support | $8,000 |
| Global Greengrants Fund | ||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | Niger Delta | $10,000 |
| Governors Institute of Vermont | ||||||
| 4049 Williston Road 4 | South Burlington | VT | 05403 | PC | Summer FoodSystem Institute | $2,750 |
| Green Mountain Farm to School | ||||||
| 194 Main Street Ste 301 | Newport | VT | 05855 | PC | General Support | $10,000 |
| Greyston Foundation | ||||||
| 21 Park Ave | Yonkers | NY | 10703 | PC | Yonkers CommunityGardens | $4,000 |
| Hunger Free Vermont | ||||||
| 38 Eastwood Drive Ste 100 | South Burlington | VT | 05403 | PC | Agriculture forCommunity SupportedLow Income Vermonters | $7,500 |
| Institute for Policy Studies | ||||||
| 1112 16th St NW Suite 600 | Washington | DC | 20036 | PC | Other Words | $10,000 |
| Institute for Social Ecology | ||||||
| PO Box 93 | Plainfield | VT | 05667 | PC | General Support | $7,000 |
| Intervale Center | ||||||
| 180 Intervale Road | Burlington | VT | 05401 | PC | Gleaning Project | $10,000 |
| Junior Appalachaian Musicians Inc | ||||||
| PO Box 44 | Independence | VA | 24348 | PC | General Support | $15,000 |
| Migrant Justice | ||||||
| 294 North Winooski Ave | Burlington | VT | 05401 | PC | Wheelock MountainFarm | $12,000 |
| Minglewood Farm and Nature Preserve | ||||||
| 238 Minglewood Road | Westfield | NC | 27053 | PC | General Support | $10,000 |
| New England Grassroots Environment Fund | ||||||
| PO Box 1057 | Montpelier | VT | 05602 | PC | General Support | $15,000 |
| New Organizing Institute Ed Fund | ||||||
| 1666 Connecticut Ave STE 500 | Washington | DC | 20009 | PC | 350.orgVT | $10,000 |
| Peace and Justice Center | ||||||
| 60 Lake Street Suite 1C | Burlington | VT | 05401 | PC | Film andCost of WarSpeaker Series | $7,000 |
| Planned Parenthood of NNE | ||||||
| 128 Lakeside Ave Suite 301 | Burlington | VT | 05401 | PC | General Support | $15,000 |
| Planned Parenthood of the Rocky Mountains | ||||||
| 7155 East 38th Ave | Denver | CO | 80207 | PC | General Support | $10,000 |
| Rutland Area Farm and Food Link | ||||||
| PO Box 284 | Rutland | VT | 05702 | PC | General Support | $7,500 |
| Ralston Valley Music Booster | ||||||
| 13355 W 80th Ave | Arvada | CO | 80005 | PC | General Support | $1,000 |
| Salvation Farms | ||||||
| PO Box 1174 | Morrisville | VT | 05661 | PC | GleaningStatewideCooperative | $10,000 |
| Sierra Club Foundation | ||||||
| 85 Second Street Suite 750 | San Francisco | CA | 94105 | PC | New Power to the OldVirginia chapterDominion Campaign | $15,000 |
| Sterling College | ||||||
| 16 Sterling Drive | Craftsbury | VT | 05827 | PC | Sustainable AgricultureRian Fried Center forand Food Systems | $10,000 |
| Sustainable Energy Resources Group | ||||||
| 432 Ulman Road | Thetford | VT | 05075 | PC | General Support | $8,500 |
| Toxic Action Center | ||||||
| 141 Main Street Suite 6 | Montpelier | VT | 05602 | PC | General Support | $10,000 |
| Toxic Free North Carolina | ||||||
| 115 S St Marys St Suite D | Raliegh | NC | 27603 | PC | General Support | $15,000 |
| Twin Valley Senior Center | ||||||
| PO Box 143 | Marshfield | VT | 05658 | PC | Senior CenterChallenge Grant | $10,000 |
| UVM Agricultural College | ||||||
| 217 Waterman Building 85 So Prospec | Burlington | VT | 05405 | PC | Closer toHuertas,Home project | $5,000 |
| Vermont Community Garden Network | ||||||
| 12 North St Suite 5 | Burlington | VT | 05401 | PC | Garden Educationand Outreach | $10,000 |
| Vermont Sustainable Jobs Fund | ||||||
| 3 Pitkin Court Suite 301 | East Montpelier | VT | 05602 | PC | Close the LoopMaterials | $5,000 |
| Vermont Works for Women | ||||||
| 32 Mallets Bay Avenue | Winooski | VT | 05404 | PC | Food ServiceFRESHTraining Program | $10,000 |
| Vermont Natural Resource Center | ||||||
| 9 Bailey Ave | Montpelier | VT | 05602 | PC | General Support | $15,000 |
| VT Public Interest Research Group Ed Fund | ||||||
| 141 Main St | Montpelier | VT | 05602 | PC | Energy FutureVermont's CleanProgram | $15,000 |
| Western Colorado Congress | ||||||
| PO Box 1931 | Grand Junction | CO | 81502 | PC | General Support | $10,000 |
| Cinch Coaltion | ||||||
| PO Box 2732 | Wise | VA | 24293 | PC | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $445,320 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,962 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,668 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,607 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $566,377 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Ordinary loss from Partnerships | 1 | $2,181 |
| Other partnership losses | 1 | -$686 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $730,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,895 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THE ESTATE OF CAROL MAURER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5578 Alkire Street | AddressLine1Txt |
| City | Arvada | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $820,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Wallace W. Tapia, PC Accounting/Tax | CategoryTxt |
| Amt | $13,495 | Amt |
| Net Investment Income | $4,032 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| Laptop computer | 2009-12-04 | $2,440 | $2,004 | SL | 5.00 | $436 |
| Laptop computer | 2010-09-29 | $962 | $962 | SL | 3.00 | |
| Laptop computer | 2012-02-04 | $2,373 | $1,384 | SL | 3.00 | $659 |
| Mac computer | 2014-07-18 | $1,580 | SL | 3.00 | $263 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly traded securities | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $1,873,296 | GrossSalesPriceAmt |
| Basis | $1,306,919 | BasisAmt |
| Total Net | $566,377 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen Inc 100,000 | $101,950 | $101,950 |
| Ayers Goat Dairy 100,000 | $100,000 | $100,000 |
| Carrot Project 25,000 | $25,000 | $25,000 |
| Discover Bank 200,000 | $200,716 | $200,716 |
| High Mowing Seed Co 50,000 | $50,000 | $50,000 |
| Intl Bank Recon Dev MTNS BE 200,000 | $198,008 | $198,008 |
| Intl Finance Corp 200,000 | $199,626 | $199,626 |
| Vermont Natural Coatings 50,000 | $50,000 | $50,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A G L Resources Inc 3,950 | $215,315 | $215,315 |
| American Water Works Co Inc 4,200 | $223,860 | $223,860 |
| Apple Inc 2,485 | $274,294 | $274,294 |
| Automatic Data Processing Inc 2,700 | $225,099 | $225,099 |
| Bar Harbor Bankshares 4,460 | $142,720 | $142,720 |
| Baxter Intl Inc 2,550 | $186,890 | $186,890 |
| Cisco Systems Inc 8,150 | $226,692 | $226,692 |
| Connecticut Water Svc Inc 6,160 | $223,546 | $223,546 |
| Coop Regions of Organic Cl E 500 | $25,000 | $25,000 |
| Digital Realty Trust Inc Pfd 4,000 | $102,000 | $102,000 |
| Discovery Communications Ser A 5,700 | $196,365 | $196,365 |
| EMC Corp MA 6,900 | $205,206 | $205,206 |
| Emerson Electric Co 3,000 | $185,190 | $185,190 |
| Expeditors Intl Wash Inc 4,700 | $209,667 | $209,667 |
| Intuit 3,400 | $313,446 | $313,446 |
| Johnson & Johnson 1,935 | $202,343 | $202,343 |
| McCormick & Co Inc 2,800 | $208,040 | $208,040 |
| Merchants Bancshares 5,400 | $165,402 | $165,402 |
| Miller Herman Inc 6,900 | $203,067 | $203,067 |
| Patterson Companies Inc 5,350 | $257,335 | $257,335 |
| Peoples United Financial Inc 12,100 | $183,678 | $183,678 |
| Schwab Charles Corp 7,100 | $214,349 | $214,349 |
| Smucker JM Co 1,872 | $189,035 | $189,035 |
| Stryker Corp 2,300 | $216,959 | $216,959 |
| Sun Common 75,000 | $75,000 | $75,000 |
| Sun Hydraulics Corp 5,000 | $196,900 | $196,900 |
| Telus Corp 4,600 | $165,784 | $165,784 |
| Tennant Co 3,300 | $238,161 | $238,161 |
| United Natural Foods Inc 3,800 | $293,835 | $293,835 |
| United Therapeutics Corp 1,500 | $194,235 | $194,235 |
| Vermont Smoke & Cure 73,934.96 | $266,905 | $266,905 |
| Wabtec Corp 5,400 | $469,206 | $469,206 |
| Wiley & Sons Inc 4,600 | $272,504 | $272,504 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $443,227 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $443,227 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amerigas Partners LP 4,500 | $215,640 | $215,640 |
| Arjuna Income and Impact Fund, LLC | $100,000 | $100,000 |
| Hannon Armstrong Sust Infr Cap 14,300 | $203,489 | $203,489 |
| Liberty Property Trust 5,000 | $188,150 | $188,150 |
| Lyme Forest Fund III Te LP | $50,271 | $50,271 |
| Northeast Kingdom Tasting Center, LLC | $50,080 | $50,080 |
| PowerShares Global ETF Trust Global Clean Energy 5,900 | $67,968 | $67,968 |
| Patient Capital Collaborative II, LP | $27,660 | $27,660 |
| Vermont Community Loan Fund 30,000 | $30,000 | $30,000 |
| VSJF Flexible Capital Fund, L3C | $33,167 | $33,167 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $7,355 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $5,708 | AccumulatedDepreciationAmt |
| Book Value | $1,647 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $2,159 | BOYBookValueAmt |
| EOY Book Value | $3,867 | EOYBookValueAmt |
| EOYFMV | $3,867 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $2,159 | BOYBookValueAmt |
| EOY Book Value | $3,867 | EOYBookValueAmt |
| EOYFMV | $3,867 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $2,159 | BOYBookValueAmt |
| EOY Book Value | $3,867 | EOYBookValueAmt |
| EOYFMV | $3,867 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prior period adjustment | Desc |
| Amt | $375 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment expenses | $614 | $598 | |
| Miscellaneous | $242 | $50 | |
| Office Expenses | $1,021 | $15 | |
| Website | $650 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Ordinary gain from Partnerships | $2,181 | $2,181 |
| Rental income | -$2,106 | |
| Other losses | -$686 | -$686 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Market value change on investments | Desc |
| Amt | $427,218 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Clean Yield Investment Management | $50,773 | $50,773 |
| Equity Institutional Investment fees | $300 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Withheld | $2,014 | $2,014 | |
| Payroll taxes | $3,293 | $329 | $2,303 |
| Excise taxes | $13,394 |