THE WISDOM CONNECTION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE WISDOM CONNECTION INC (EIN 20-0288195)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349101720
- Schema version
- 2012v2.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T11:00:43-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fothergill Segale & Valley CPAs | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 Barre Street | AddressLine1 |
| City | Montpelier | City |
| State | VT | State |
| ZIP Code | 05602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200288195 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WISDOM CONNECTION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WISD | NameControl |
| Phone | 8025332478 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1 |
| City | GREENSBORO | City |
| State | VT | State |
| ZIP Code | 05841 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F WILLIAM ALLEY | Name |
| Title | Treasurer | Title |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | E Lela McCaffrey CPA | Name |
| PTIN | P00476486 | PTIN |
| Phone | 8022236261 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2589387 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 78111 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78111 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 78111 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 86074 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1076178 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 86074 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 164185 | TotalRevenueAndExpenses |
| Total Net Investment Income | 164185 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 78111 | TotalAdjustedNetIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 37492 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 37492 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 22131 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 22131 | PensionEmplBnftDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 36102 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 35051 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1051 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5506 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1547 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 3105 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 13474 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 13474 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 114705 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 36598 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 77253 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 118000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 118000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 232705 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 36598 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 195253 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -68520 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 127587 | NetInvestmentIncome |
| Adjusted Net Income | 78111 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 51545 | CashBOY |
| Cash EOY | 14510 | CashEOY |
| Cash EOYFMV | 14510 | CashEOYFMV |
| Investments Corp Stock BOY | 2287497 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2574877 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2574877 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 2339042 | TotalAssetsBOY |
| Total Assets EOY | 2589387 | TotalAssetsEOY |
| Total Assets EOYFMV | 2589387 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 2547 | AccountsPayableEOY |
| Total Liabilities EOY | 2547 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2339042 | UnrestrictedBOY |
| Unrestricted EOY | 2586840 | UnrestrictedEOY |
| Total Net Assets BOY | 2339042 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2586840 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2339042 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2589387 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2339042 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -68520 | ExcessOfRevenueOverExpenses |
| Other Increases | 316318 | OtherIncreases |
| Subtotal | 2586840 | Subtotal |
| Total Net Assets Fund Balances EOY | 2586840 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2010-01-01 | DateAcquired |
| Date Sold | 2012-01-01 | DateSold |
| Gross Sales Price | 1076178 | GrossSalesPrice |
| Cost Or Other Basis | 990104 | CostOrOtherBasis |
| Gain Or Loss | 86074 | GainOrLoss |
| Gains Minus Excess Or Losses | 86074 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 86074 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 185747 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2636487 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07045 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 188917 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2569143 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.07353 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 180788 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2377660 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.07604 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 152723 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3005576 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05081 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 54215 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3440462 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.01576 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28659 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05732 | AverageDistributionRatio |
| Net Noncharitable Assets | 2496124 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 143073 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1276 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 144349 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 195253 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1276 | InvestmentIncomeExciseTax |
| Subtotal | 1276 | Subtotal |
| Tax Based On Investment Income | 1276 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1400 | TotalCreditsAndPayments |
| Overpayment | 124 | Overpayment |
| Amount Credited To Next Year | 124 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VT | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA REYNOLDS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8025332478 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1 |
| City | GREENSBORO | City |
| State | VT | State |
| ZIP Code | 05841 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| SUSAN COFFEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | BOARD MEMBER | 1.00 | 0 |
| MARY PARKE MEYER | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Secretary | 1.00 | 0 |
| SALLY LONEGREN former | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | BOARD MEMBER | 1.00 | 0 |
| PATRICIA HEFFERNAN | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | BOARD MEMBER | 1.00 | 0 |
| PATRICIA PASSMORE ALLEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | President | 5.00 | 0 |
| F WILLIAM ALLEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Treasurer | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2501154 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 32982 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2534136 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2534136 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38012 | CashDeemedCharitable |
| Net Noncharitable Assets | 2496124 | NetNoncharitableAssets |
| Minimum Investment Return | 124806 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 124806 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1276 | TaxBasedOnInvestmentIncome |
| Total Tax | 1276 | TotalTax |
| Distributable Amount Before Adj | 123530 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 123530 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 123530 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 195253 | ExpensesAndContributions |
| Qualifying Distributions | 195253 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1276 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 193977 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 123530 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 25013 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 55555 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 80568 | TotalExcessDistriCarryover |
| Qualifying Distributions | 195253 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 123530 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 71723 | RemainingDistriFromCorpus |
| Total Corpus | 152291 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 152291 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 25013 | ExcessFromYear2 |
| Excess From Year1 | 55555 | ExcessFromYear1 |
| Excess From Current Year | 71723 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| WONDER AND WISDOM INC | |||||||
| PO BOX 300 | GREENSBORO | VT | 05841 | SAME FOUNDER | 501(C) | OPERATING SUPPORT | $35,000 |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| NEK KIDS ON THE MOVE | |||||||
| 165 SHERMAN DRIVE | ST JOHNSBURY | VT | 05819 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| HARDWICK AREA FOOD PANTRY | |||||||
| 39 W CHURCH STREET | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $7,500 |
| GREENSBORO NURSING HOME | |||||||
| 47 MAGGIES POND ROAD | GREENSBORO | VT | 05841 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| GRACE | |||||||
| PO BOX 960 | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| FOUR SEASONS OF EARLY LEARNING | |||||||
| 1160 MAIN STREET | GREENSBORO | VT | 05842 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| VERMONT YOUTH CONSERVATION CORPS INC | |||||||
| 1949 EAST MAIN STREET | RICHMOND | VT | 05477 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| AWARE | |||||||
| PO BOX 307 | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $7,000 |
| PPNNE | |||||||
| 128 LAKESIDE AVE SUITE 301 | BURLINGTON | VT | 05401 | NONE | 501(C) | ST. JOHNSBURY FACILITY STARTUP | $5,000 |
| CRAFTSBURY COMMUNITY CARE CENTER | |||||||
| 1784 EAST CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | NONE | 501(C) | CAPITAL CAMPAIGN | $11,000 |
| HARDWICK ELEMENTARY SCHOOL | |||||||
| 135 SOUTH MAIN STREET | HARDWICK | VT | 05843 | NONE | 501(C) | PASSAGEWORKS TRAINING | $2,500 |
| VERMONT RURAL EDUCATION COLLABORATIVE | |||||||
| PO BOX 86 | CABOT | VT | 05647 | NONE | 501(C) | PROGRAM SUPPORT | $24,000 |
| LUND FAMILY CENTER | |||||||
| PO BOX 4009 | BURLINGTON | VT | 05406 | NONE | 501(C) | PROGRAM SUPPORT | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 118000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,111 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $86,074 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $164,185 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 164185 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | VT DOES NOT REQUIRE IT TO BE FILED. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 2574877 | EOYBookValue |
| EOYFMV | 2574877 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| STAFF DEVELOPMENT | 242 | 242 |
| OFFICE COSTS | 1809 | 1809 |
| ADMINISTRATIVE FEES | 11423 | 11423 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR UNREALIZED GAIN | Description |
| Amount | $139,932 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| PAYROLL PROCESSING FEES | $1,051 | 0 | 0 | 1051 |
| INVESTMENT MANAGEMENT FEES | $35,051 | 35051 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| PAYROLL TAXES | $3,105 | 3105 | |
| FOREIGN TAXES | $1,547 | 1547 | |
| 2012 ESTIMATED EXCISE TAX | $700 | ||
| 2011 EXCISE TAX | $154 |