HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-08
- IRS object ID
- 201442519349100114
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-08T14:05:21-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wallace W Tapia PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 Main St 8th Fl | AddressLine1 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Marshfield | City |
| State | VT | State |
| ZIP Code | 05658 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETSY CHODORKOFF | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8024263806 | PhoneNum |
| Signature | 2014-09-04 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WALLACE W TAPIA CPA | PreparerPersonNm |
| Phone | 8028636370 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,827,904 | 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 | $865,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $140,726 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,726 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $243,840 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,661,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $243,840 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$12,408 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,237,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,662 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,200 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $36,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $7,200 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $41,995 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,995 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,723 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $924 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,062 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,398 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $280 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,546 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,397 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $72 | PrintingAndPubRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,446 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $107,258 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $54,645 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $430,108 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $415,108 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,366 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $54,645 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $450,802 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $699,888 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $330,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $664,997 | CashBOYAmt |
| Cash EOY | $1,966 | CashEOYAmt |
| Cash EOYFMV | $1,966 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,048,625 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,048,625 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $125,535 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $113,520 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $113,520 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,998,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,370,636 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,370,636 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $204,184 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $325,731 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $325,731 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $683,588 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $963,842 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $963,842 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,775 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,350 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,823 | LandBOYAmt |
| Land EOY | $1,425 | LandEOYAmt |
| Land EOYFMV | $1,425 | LandEOYFMVAmt |
| Other Assets BOY | $2,487 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,159 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,159 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,682,260 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,827,904 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,827,904 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,292 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $7,893 | AccountsPayableEOYAmt |
| Grants Payable EOY | $15,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,292 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,893 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,679,968 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,805,011 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,679,968 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,805,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,682,260 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,827,904 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,679,968 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $699,888 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,425,155 | OtherIncreasesAmt |
| Subtotal | $8,805,011 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,805,011 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| Gross Sales Price | $1,661,103 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $1,417,263 | CostOrOtherBasisAmt |
| Gain Or Loss | $243,840 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $243,840 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $243,840 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $396,427 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,345,595 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $354,794 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,908,849 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.072276 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $281,254 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,080,472 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055360 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $251,726 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,791,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066392 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $161,855 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,565,572 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.063087 | DistributionYr5Rt |
| Total Distribution | 0.331275 | TotalDistributionRt |
| Average Distribution | 0.066255 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,728,420 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $512,046 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,300 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $515,346 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $450,802 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,600 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,600 | SubtotalAmt |
| Tax Based On Investment Income | $6,600 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,423 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,423 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,423 | OriginalReturnTaxPaidAmt |
| Tax Due | $2,177 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.blockfound.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wallace W Tapia PC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028636370 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 Main Street 8th Fl | AddressLine1 |
| City | Burlington | City |
| State | VT | State |
| ZIP Code | 05401 | ZIPCode |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $2,000 | $0 | $0 |
| BETSY M CHODORKOFF | ||||||||
| 491 Ennis Hill Road | Marshfield | VT | 05658 | Treasurer | 25.00 | $36,000 | $0 | $0 |
| DIANE MAURER SCHATZ | ||||||||
| 2261 Jasmine Street | Denver | CO | 80207 | Secretary | 1.00 | $2,000 | $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 | $6,976,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $869,405 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,846,112 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,846,112 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,728,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,421 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,421 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,600 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,600 | TotalTaxAmt |
| Distributable Before Adj | $379,821 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $379,821 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $379,821 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $450,802 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $450,802 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $450,802 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $379,821 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $34,502 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $63,239 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $113,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $130,925 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $374,050 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $450,802 | QualifyingDistributionsAmt |
| Applied To Current Year | $379,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,981 | RemainingDistriFromCorpusAmt |
| Total Corpus | $445,031 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $34,502 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $410,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $63,239 | ExcessFromYear4Amt |
| Excess From Year3 | $31,412 | ExcessFromYear3Amt |
| Excess From Year2 | $113,972 | ExcessFromYear2Amt |
| Excess From Year1 | $130,925 | ExcessFromYear1Amt |
| Excess From Current Year | $70,981 | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Blue Ridge Discovery Center | ||||||
| 253 Little Bighorn Lane | Independence | VA | 24348 | PC | General Support | $7,500 |
| BUILDING A LOCAL ECONOMY | ||||||
| PO Box 211 | South Royalton | VT | 05068 | PC | General Support | $5,000 |
| Castanea Foundation | ||||||
| 100 State Street Suite 150 | Montpelier | VT | 05602 | POF | General Support | $2,000 |
| Center for Sustainable Systems | ||||||
| PO Box 1345 | Montpelier | VT | 05601 | PC | General Support | $10,000 |
| Citizens Awareness Network | ||||||
| PO Box 83 | Shelburne Falls | MA | 01370 | PC | General Support | $7,500 |
| Composting Association of Vermont | ||||||
| PO Box 112 | Troy | VT | 05868 | PC | General Support | $7,000 |
| Dogwood Alliance | ||||||
| PO Box 7645 | Asheville | NC | 28802 | PC | General Support | $15,000 |
| Elm Hill Inc | ||||||
| PO Box 248 | Plainfield | VT | 05667 | PC | General Support | $8,608 |
| Foodworks at Two Rivers Center | ||||||
| 64 Main Street | Montpelier | VT | 05602 | PC | General Support | $10,000 |
| Global Greengrants Fund | ||||||
| 2840 Wilderness Place Suite A | Boulder | CO | 80301 | PC | General Support | $10,000 |
| Global Justice Ecology Project | ||||||
| 266 Elmwood Ave Suite 307 | Buffalo | NY | 14222 | PC | General Support | $7,500 |
| Goddard College | ||||||
| 123 Pitkin Road | Plainfield | VT | 05667 | PC | General Support | $10,000 |
| Green Mountain Farm to School | ||||||
| 194 Main Street | Newport | VT | 05855 | PC | General Support | $10,000 |
| Greyston Foundation | ||||||
| 21 Park Ave | Yonkers | NY | 10703 | PC | General Support | $4,000 |
| Highfields Center for Composting | ||||||
| PO Box 503 | Hardwick | VT | 05843 | PC | General Support | $15,000 |
| Hunger Free Vermont | ||||||
| 38 Eastwood Drive | South Burlington | VT | 05403 | PC | General Support | $5,000 |
| Institute for Policy Studies | ||||||
| 1112 16th St NW Suite 600 | Washington | DC | 20036 | PC | General Support | $10,000 |
| Institute for Social Ecology | ||||||
| PO Box 93 | Plainfield | VT | 05667 | PC | General Support | $17,000 |
| Intervale Center | ||||||
| 180 Intervale Road | Burlington | VT | 05401 | PC | General Support | $10,000 |
| Jaquith Public Library | ||||||
| 122 School Street | Marshfield | VT | 05658 | PC | General Support | $500 |
| Junior Appalachaian Musicians Inc | ||||||
| PO Box 44 | Independence | VA | 24348 | PC | General Support | $20,000 |
| Lambi Fund of Haiti | ||||||
| PO Box 18955 | Washington | DC | 20036 | PC | General Support | $10,000 |
| Migrant Justice | ||||||
| 294 North Winooski Ave | Burlington | VT | 05401 | PC | General Support | $10,000 |
| Holyoke Neighbor to Neighbor | ||||||
| 295 High Street Suite 212 | Holyoke | MA | 01040 | PC | General Support | $10,000 |
| New England Grassroots Environment Fund | ||||||
| PO Box 1057 | Montpelier | VT | 05602 | PC | General Support | $15,000 |
| Open Space Institute | ||||||
| 33 Flatbush Ave 5th Floor | Brooklyn | NY | 11217 | PC | General Support | $10,000 |
| Orleans Southwest Supervisory Union | ||||||
| 157 Daniels Rd | Hardwick | VT | 05843 | PC | General Support | $10,000 |
| Peace and Justice Center | ||||||
| 60 Lake Street Suite 1C | Burlington | VT | 05401 | PC | General Support | $7,500 |
| Planned Parenthood Health Systems | ||||||
| 100 S Boylan Ave | Raleigh | NC | 27603 | PC | General Support | $10,000 |
| Planned Parenthood of NNE | ||||||
| 128 Lakeside Ave Suite 301 | Burlington | VT | 05401 | PC | General Support | $10,000 |
| Planned Parenthood of the Rocky Mountains | ||||||
| 7155 East 38th Ave | Denver | CO | 80207 | PC | General Support | $10,000 |
| Post Oil Solutions | ||||||
| PO Box 431 | Townshend | VT | 05353 | PC | General Support | $8,000 |
| Rutland Area Farm and Food Link | ||||||
| PO Box 284 | Rutland | VT | 05702 | PC | General Support | $4,500 |
| 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 | General Support | $10,000 |
| Sustainable Energy Resources Group | ||||||
| 432 Ulman Road | Thetford | VT | 05075 | PC | General Support | $8,500 |
| Town of Marshfield | ||||||
| 122 School Street | Marshfield | VT | 05658 | PC | General Support | $1,000 |
| 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 |
| Umbrella | ||||||
| 1222 Main Street | St Johnsbury | VT | 05819 | PC | General Support | $5,000 |
| Vermont Council on Rural Development | ||||||
| PO Box 1384 | Montpelier | VT | 05601 | PC | General Support | $500 |
| Vermont Workers Center | ||||||
| 294 North Winooski Ave | Burlington | VT | 05401 | PC | General Support | $11,000 |
| Vermonters for a Clean Environment | ||||||
| 789 Baker Brook Road | Danby | VT | 05739 | PC | General Support | $1,500 |
| Clinch Coalition | ||||||
| PO Box 2732 | Wise | VA | 24293 | PC | General Support | $10,000 |
| Vermont Natural Resource Center | ||||||
| 9 Bailey Ave | Montpelier | VT | 05602 | PC | General Support | $10,000 |
| Vermont Public Interest Research Group Education Fund | ||||||
| 141 Main St | Montpelier | VT | 05602 | PC | General Support | $15,000 |
| Western Colorado Congress | ||||||
| PO Box 1931 | Grand Junction | CO | 81502 | PC | General Support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $415,108 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dogwood Alliance | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 7645 | AddressLine1 |
| City | Asheville | City |
| State | NC | State |
| ZIP Code | 28802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | General Support | GrantOrContributionPurposeTxt |
| Amt | $15,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $15,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,726 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $243,840 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary loss from Partnerships | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | -$12,408 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $372,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $372,254 | 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 | AddressLine1 |
| City | Arvada | City |
| State | CO | State |
| ZIP Code | 80002 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $865,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Fothergill Segale and Valley Accounting/Tax | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| Laptop computer | 2009-12-04 | $2,440 | $1,505 | SL | 5.00 | $499 | $100 |
| Laptop computer | 2010-09-29 | $962 | $722 | SL | 3.00 | $240 | $48 |
| Laptop computer | 2012-02-04 | $2,373 | $725 | SL | 3.00 | $659 | $132 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Castanea Foundation Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 State Street Suite 100 | AddressLine1 |
| City | Montpelier | City |
| State | VT | State |
| ZIP Code | 05602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2013-01-17 | GrantDt |
| Grant | $2,000 | GrantAmt |
| Purpose Of Grant | GENERAL SUPPORT | PurposeOfGrantTxt |
| Expended By Grantee | $2,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | No | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | March 31, 2013 | DatesOfReportsByGranteeTxt |
| Results Of Verification | FUNDS WERE USED FOR GRANT PURPOSE | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Securities | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
Purchaser Name PurchaserNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OPEN MARKET | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $1,661,103 | GrossSalesPriceAmt |
| Basis | $1,417,263 | BasisAmt |
| Basis Method | Cost | BasisMethodTxt |
| Total Net | $243,840 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbey National Treas Services PLC | $100,731 | $100,731 |
| Ayers Goat Dairy 100,000 | $100,000 | $100,000 |
| Carrot Project 25,000 | $25,000 | $25,000 |
| High Mowing Seed Co 50,000 | $50,000 | $50,000 |
| Vermont Natural Coatings 50,000 | $50,000 | $50,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| A G L Resources Inc 3,950 | $186,559 | $186,559 |
| Adobe Systems Inc 3,200 | $191,613 | $191,613 |
| Apple Inc 325 | $182,332 | $182,332 |
| Applied Materials 8,600 | $152,048 | $152,048 |
| Automatic Data Processing Inc 2,700 | $218,157 | $218,157 |
| Baxter Intl Inc 2,550 | $177,352 | $177,352 |
| Canon Inc 3,700 | $118,400 | $118,400 |
| Cisco Systems Inc 8,150 | $182,805 | $182,805 |
| Connecticut Water Svc Inc 6,160 | $218,742 | $218,742 |
| Coop Regions of Organic Cl E 500 | $25,000 | $25,000 |
| Digital Realty Trust Inc Pfd 4,000 | $86,840 | $86,840 |
| Expeditors Intl Wash Inc 4,700 | $207,975 | $207,975 |
| Illinois Tool Works Inc 2,265 | $190,441 | $190,441 |
| Intuit 3,400 | $259,488 | $259,488 |
| Johnson & Johnson 1,935 | $177,226 | $177,226 |
| Johnson Controls Inc 3,250 | $166,725 | $166,725 |
| Life Technologies Corp 3,000 | $227,400 | $227,400 |
| McCormick & Co Inc 2,800 | $192,976 | $192,976 |
| Merchants Bancshares 5,400 | $180,900 | $180,900 |
| Neogen Corp 3,875 | $177,088 | $177,088 |
| Northeast Kingdom Tasting Center 10 | $50,000 | $50,000 |
| Patterson Companies Inc 5,350 | $220,420 | $220,420 |
| Peoples United Financial Inc 12,100 | $182,952 | $182,952 |
| Schwab Charles Corp 7,100 | $184,600 | $184,600 |
| Smucker JM Co 1,872 | $193,976 | $193,976 |
| Stryker Corp 2,300 | $172,822 | $172,822 |
| Sun Common 75,000 | $75,000 | $75,000 |
| Sun Hydraulics Corp 5,000 | $204,150 | $204,150 |
| Telus Corp 4,600 | $158,424 | $158,424 |
| Tennant Co 3,300 | $223,773 | $223,773 |
| Trinity Industries Inc 3,250 | $177,190 | $177,190 |
| United Natural Foods Inc 3,800 | $286,482 | $286,482 |
| Vermont Smoke & Cure 73,935 | $65,802 | $65,802 |
| Wabtec Corp 5,400 | $401,058 | $401,058 |
| Wiley & Sons Inc 4,600 | $253,920 | $253,920 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $113,520 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $113,520 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amerigas Partners LP 4,500 | $200,565 | $200,565 |
| Liberty Property Trust 5,000 | $169,350 | $169,350 |
| Lyme Forest Fund III LP | $32,111 | $32,111 |
| PowerShares Global ETF Trust Global Clean Energy 5,900 | $71,213 | $71,213 |
| Sustain Vc/Patient Capital Collaborative | $28,916 | $28,916 |
| Vermont Community Loan Fund 30,000 | $30,000 | $30,000 |
| VSJF Flexible Capital Fund 28,990 | $28,990 | $28,990 |
| Certificates of Deposit 400,000 | $402,697 | $402,697 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Computer equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $5,775 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,350 | AccumulatedDepreciationAmt |
| Book Value | $1,425 | BookValueAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $2,487 | BOYBookValueAmt |
| EOY Book Value | $2,159 | EOYBookValueAmt |
| EOYFMV | $2,159 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $2,487 | BOYBookValueAmt |
| EOY Book Value | $2,159 | EOYBookValueAmt |
| EOYFMV | $2,159 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Accrued Interest | Desc |
| BOY Book Value | $2,487 | BOYBookValueAmt |
| EOY Book Value | $2,159 | EOYBookValueAmt |
| EOYFMV | $2,159 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment expenses | $1,695 | $1,354 | |
| Membership fees | $35 | $35 | |
| Office Expenses | $2,261 | $97 | |
| Telephone | $898 | ||
| Website | $1,190 | ||
| Amortization | $995 | $995 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Ordinary loss on Partnerships | Desc |
| Revenue And Expenses Per Books | -$12,408 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Unrealized Gain on Investments | $1,422,372 |
| Prior period adjustment | $2,783 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Clean Yield Investment Management | $41,745 | $41,745 |
| Equity Institutional Investment fees | $250 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Foreign Tax Withheld | $374 | $374 | |
| Payroll taxes | $2,749 | $550 | $2,062 |
| Excise taxes | $6,600 |