HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-14
IRS object ID: 201331349349101268
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
Schedule B
Accounting Fees Schedule
Cash Deemed Charitable Expln Stmt
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
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)
Timestamp	2013-05-14T09:25:18-07:00	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	311784246	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	HARRIS & FRANCES BLOCK FOUNDATION INC	BusinessNameLine1
Business Name Line2	CO BETSY CHODORKOFF	BusinessNameLine2

Field	Value	IRS element (for citing)
Name Control	HARR	NameControl
Phone	8024263806	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	491 ENNIS HILL ROAD	AddressLine1
City	MARSHFIELD	City
State	VT	State
ZIP Code	05658	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Elizabeth Chodorkoff	Name
Title	Executive Director	Title
Date Signed	2013-05-14	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	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6682260	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	470000	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	137522	DividendsRevAndExpnss
Dividends Net Invst Incm	137522	DividendsNetInvstIncm
Dividends Adj Net Incm	137522	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	-197444	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	372988	GrossSalesPrice
Other Income Rev And Expnss	-29793	OtherIncomeRevAndExpnss
Total Revenue And Expenses	380285	TotalRevenueAndExpenses
Total Net Investment Income	137522	TotalNetInvestmentIncome
Total Adjusted Net Income	137522	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	40000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	7600	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	32400	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2875	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2875	AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss	37828	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	37828	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	3491	TaxesRevAndExpnss
Taxes Net Invst Incm	299	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	2754	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	1534	DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss	3162	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	3162	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	5955	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	94845	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	48602	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	38316	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	359000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	359000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	453845	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	48602	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	397316	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-73560	ExcessOfRevenueOverExpenses
Net Investment Income	88920	NetInvestmentIncome
Adjusted Net Income	137522	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	833318	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	664997	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	664997	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	101004	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	125535	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	125535	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	4383202	InvestmentsCorpStockBOY
Investments Corp Stock EOY	4998646	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4998646	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	260825	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	204184	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	204184	InvestmentsCorpBondsEOYFMV
Investments Other BOY	698355	InvestmentsOtherBOY
Investments Other EOY	683588	InvestmentsOtherEOY
Investments Other EOYFMV	683588	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	5775	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	2952	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	1984	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	2823	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	2823	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	3804	OtherAssetsBOY
Other Assets EOY	2487	OtherAssetsEOY
Other Assets EOYFMV	2487	OtherAssetsEOYFMV
Total Assets BOY	6282492	TotalAssetsBOY
Total Assets EOY	6682260	TotalAssetsEOY
Total Assets EOYFMV	6682260	TotalAssetsEOYFMV
Accounts Payable BOY	1196	AccountsPayableBOY
Accounts Payable EOY	2292	AccountsPayableEOY
Total Liabilities BOY	1196	TotalLiabilitiesBOY
Total Liabilities EOY	2292	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	6281296	UnrestrictedBOY
Unrestricted EOY	6679968	UnrestrictedEOY
Total Net Assets BOY	6281296	TotalNetAssetsBOY
Total Net Assets EOY	6679968	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	6282492	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	6682260	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	6281296	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-73560	ExcessOfRevenueOverExpenses
Other Increases	472232	OtherIncreases
Subtotal	6679968	Subtotal
Total Net Assets Fund Balances EOY	6679968	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAsset	How AcquiredHowAcquired	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
150000 CITI BANK SALT LAKE CITY UT	P	2011-05-10	2012-11-19	150000	150000
80000 INDEPENDENT BANK MEMPHIS	P	2008-09-30	2012-04-10	80000	80000
950 FIRST SOLAR INC	P	2010-01-01	2012-03-12	24386	128274	-103888	-103888
60000 MCGRAW HILL COS INC	P	2008-11-12	2012-11-15	60000	54098	5902	5902
3075 DEVRY INC	P	2010-01-01	2012-08-28	58602	158060	-99458	-99458

Field	Value	IRS element (for citing)
Capital Gain Net Income	-197444	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-11560	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	354794	QualifyingDistributionsYear1
Noncharitable Assets Year1	4908849	NoncharitableAssetsYear1
Distribution Ratio Year1	0.07228	DistributionRatioYear1
Qualifying Distributions Year2	281254	QualifyingDistributionsYear2
Noncharitable Assets Year2	5080472	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05536	DistributionRatioYear2
Qualifying Distributions Year3	251726	QualifyingDistributionsYear3
Noncharitable Assets Year3	3791509	NoncharitableAssetsYear3
Distribution Ratio Year3	0.06639	DistributionRatioYear3
Qualifying Distributions Year4	161855	QualifyingDistributionsYear4
Noncharitable Assets Year4	2565572	NoncharitableAssetsYear4
Distribution Ratio Year4	0.06309	DistributionRatioYear4
Qualifying Distributions Year5	136319	QualifyingDistributionsYear5
Noncharitable Assets Year5	1541016	NoncharitableAssetsYear5
Distribution Ratio Year5	0.08846	DistributionRatioYear5
Total Distribution Ratio	0.34558	TotalDistributionRatio
Average Distribution Ratio	0.06912	AverageDistributionRatio
Net Noncharitable Assets	5345595	NetNoncharitableAssets
Adjusted Noncharitable Assets	369461	AdjustedNoncharitableAssets
One Percent Net Investment Income	889	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	370350	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	397316	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	889	InvestmentIncomeExciseTax
Subtotal	889	Subtotal
Tax Based On Investment Income	889	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	2312	EstTaxPaymentsAndOverpayment
Total Credits And Payments	2312	TotalCreditsAndPayments
Overpayment	1423	Overpayment
Amount Credited To Next Year	1423	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	true	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	www.blockfound.org	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BETSY CHODORKOFF	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	8024263806	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	491 ENNIS HILL ROAD	AddressLine1
City	MARSHFIELD	City
State	VT	State
ZIP Code	05658	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 (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
DIANE MAURER SCHATZ
2261 JASMINE STREET	DENVER	CO	80207	Secretary	1.00	2000
BETSY M CHODORKOFF
491 ENNIS HILL ROAD	MARSHFIELD	VT	05658	Treasurer	25.00	36000
NANCY M SLUYS
197 MINGLEWOOD ROAD	WESTFIELD	NC	27053	Vice President	1.00	2000

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	4691000	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	736000	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	5427000	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	5427000	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	81405	CashDeemedCharitable
Net Noncharitable Assets	5345595	NetNoncharitableAssets
Minimum Investment Return	267280	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	267280	MinimumInvestmentReturn
Tax Based On Investment Income	889	TaxBasedOnInvestmentIncome
Total Tax	889	TotalTax
Distributable Amount Before Adj	266391	DistributableAmountBeforeAdj
Distributable Amount Before Ded	266391	DistributableAmountBeforeDed
Distributable Amount As Adjusted	266391	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	397316	ExpensesAndContributions
Qualifying Distributions	397316	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	889	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	396427	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	266391	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	61724	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	34502	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	63239	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	31412	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	113972	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	304849	TotalExcessDistriCarryover
Qualifying Distributions	397316	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	266391	AppliedToCurrentYear
Remaining Distri From Corpus	130925	RemainingDistriFromCorpus
Total Corpus	435774	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	61724	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	374050	ExcessDistriCyovToNextYear
Excess From Year4	34502	ExcessFromYear4
Excess From Year3	63239	ExcessFromYear3
Excess From Year2	31412	ExcessFromYear2
Excess From Year1	113972	ExcessFromYear1
Excess From Current Year	130925	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	HARRIS FRANCES BLOCK FOUNDATION	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	491 ENNIS HILL ROAD	AddressLine1
City	MARSHFIELD	City
State	VT	State
ZIP Code	05658	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	8024263806	RecipientPhoneNumber
Form And Info And Materials	LETTERS OF INQUIRY SHOULD BE SUBMITTED VIA A TYPE-WRITTEN LETTER AND INCLUDE COMPLETE DETAILS.	FormAndInfoAndMaterials
Submission Deadlines	ROLLING	SubmissionDeadlines
Restrictions On Awards	HIGHEST PRIORITY CONSIDERATION IS GIVEN TO THE AREAS OF ECONOMIC JUSTICE, ENVIRONMENTAL PROTECTION, ARMS CONTROL, COMMUNITY DEVELOPMENT, AND HISTORIC PRESERVATION.	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
VERMONT JOURNALISM TRUST
64 NORTH MAIN STREET SUITE 27	MONTPELIER	VT	05602	NONE	501(C)	TO STIMULATE SUBSTANTIVE NEWS CONTENT.	$5,000
CHILDHOOD LEAD ACTION PROJECT
1192 WESTMINSTER STREET	PROVIDENCE	RI	02909	NONE	501(C)	TO CREATE AWARENESS ABOUT THE DANGERS OF LEAD POISONING.	$10,000
PEACE AND JUSTICE CENTER IN
60 LAKE STREET 1C	BURLINGTON	VT	05401	NONE	501(C)	TO FOSTER A JUST AND PEACEFUL WORLD.	$5,000
POST OIL SOLUTIONS
230 ROUTE 35	ATHENS	VT	05143	NONE	501(C)	TO PROMOTE A MORE SELF-SUFFICIENT SOCIETY.	$8,000
CITIZENS CONSERVATION CORPS OF WV
198 GEORGE STREET	BECKLEY	WV	25801	NONE	501(C)	TO PROMOTE ENVIRONMENTAL PROTECTION.	$8,000
CASTANEA FOUNDATION
100 STATE STREET SUITE 510	MONTPELIER	VT	05602	NONE	501(C)	TO PROTECT ENVIRONMENTAL RESOURCES.	$1,000
BLUE RIDGE ENVIRONMENTAL DEFENSE LE
PO BOX 88	GLENDALE SPRINGS	NC	28629	NONE	501(C)	TO PROMOTE EARTH STEWARDSHIP AND ENVIRONMENTAL DEMOCRACY.	$8,000
CENTER FOR SUSTAINABLE SYSTEMS
PO BOX 1345	MONTPELIER	VT	05601	NONE	501(C)	TO PROMOTE SUSTAINABLE FOOD SYSTEMS.	$10,000
INTERVALE CENTER
180 INTERVALE ROAD	BURLINGTON	VT	05401	NONE	501(C)	TO STRENGTHEN COMMUNITY FOOD SYSTEMS.	$10,000
WHEELOCK MOUNTAIN FARM FISCAL AGENT
91 WEST WHEELOCK ROAD	GREENSBORO BEND	VT	05842	NONE	501(C)	MIGRANT JUSTICE PROJECT	$8,000
WESTERN COLORADO CONGRESS
128 NORTH SIXTH STREET PO BOX 1931	GRAND JUNCTION	CO	81502	NONE		TO PROMOTE DEMOCRATIC VALUES AND ENVIRONMENTAL STEWARDSHIP.	$8,000
LAMBI FUND OF HAITI
PO BOX 18955	WASHINGTON	DC	20036	NONE	501(C)	TO STRENGTHEN CIVIL SOCIETY IN HAITI.	$10,000
INSTITUTE FOR POLICY STUDIES
1112 16TH STREET NW SUITE 600	WASHINGTON	DC	20036	NONE	501(C)	TO BUILD HEALTHY AND DEMOCRATIC SOCIETIES.	$10,000
NEIGHBOR TO NEIGHBOR
295 HIGH STREET SUITE 214	HOLYOKE	MA	01040	NONE	501(C)	TO PROMOTE ECONOMIC AND SOCIAL JUSTICE.	$10,000
KEEPING TRACK
PO BOX 444	HUNTINGTON	VT	05462	NONE	501(C)	TO BETTER MONITOR THE STATUS OF WILDLIFE AND HABITATS.	$5,000
COMPOSTING ASSOCIATION OF VERMONT
PO BOX 112	TROY	VT	05868	NONE	501(C)	TO PROMOTE ORGANIC RECYCLING.	$7,000
BLUE RIDGE DISCOVERY CENTER
253 LITTLE BIG HORN LANE	INDEPENDENCE	VA	24348	NONE	501(C)	MAINTAIN AND RESTORE WOODLANDS ACROSS VIRGINIA	$10,000
CLINCH COALITION
1097 OLD QUARRY DRIVE	NICKELSVILLE	VA	24271	NONE	501(C)	MAINTAIN AND RESTORE WOODLANDS ACROSS VIRGINIA	$10,000
CLEAN WATER FUND
1010 VERMONT AVENUE NW	WASHINGTON	DC	20005	NONE	501(C)	DEVELOP STRONG GRASSROOTS ENVIRONMENTAL LEADERSHIP FOCUSED ON CLEANER AND SAFER WATER.	$10,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVENUE	BOSTON	MA	02215	NONE	501(C)	ADVOCATE SEXUAL AND REPRODUCTIVE HEALTH CARE SERVICES AND INFORMATION.	$20,000
TWINFIELD UNION SCHOOL
106 NASMITH BROOK ROAD	PLAINFIELD	VT	05667	NONE	501(C)	FARM TO SCHOOL PROGRAM	$10,000
VERMONT WORKERS' CENTER
293 NORTH WINOOSKI AVENUE	BURLINGTON	VT	05401	NONE	501(C)	HEALTH CARE IS A HUMAN RIGHT CAMPAIGN	$10,000
COLORADO WILDLIFE FEDERATION
1410 GRANT STREET SUITE C-313	DENVER	CO	80203	NONE	501(C)	ADVOCATE FOR COLORADO WILDLIFE.	$6,000
HIGHFIELDS CENTER FOR COMPOSTING
PO BOX 503	HARDWICK	VT	05843	NONE	501(C)	COMMUNITY COMPOSTING SUPPORT AND RESEARCH	$15,000
GLOBAL GREENGRANTS FUND
2840 WILDERNESS PLACE SUITE A	BOULDER	CO	80301	NONE	501(C)	RESPONSIBLE, ENVIRONMENTAL GRANTMAKING	$10,000
VERMONT NATURAL RESOURCES COUNCIL
9 BAILEY AVE	MONTPELIER	VT	05602	NONE	501(C)	PROTECT NATURAL RESOURCES	$15,000
VPIRG EDUCATION FUND
141 MAIN ST STE 6	MONTPELIER	VT	05602	NONE	501(C)	SUPPORT PUBLIC INTEREST RESEARCH	$15,000
Citizens Awareness Network
PO Box 83	Shelburne Falls	MA	01370	None	501(c)	Use of sustainable, reliable and affordable energy generation	$10,000
Toxic Free North Carolina
206 Newbern Place	Raleigh	NC	27601	None	501(c)	Fighting Pesticide Pollution	$15,000
Global Justice Ecology Project Inc
Box 412	Hinesburg	VT	05461	None	501(c)	Environmental Advocacy	$15,000
Food Works AT 2 RIVERS CENTER
64 Main Street	Montpelier	VT	05602	None	501(c)	Education re Sustainable Food Production	$15,000
New England Grassroots Env Fu
PO Box 1057	MontpelieR	VT	05601	None	501(c)	Environmental issues	$15,000
Dogwood Alliance
PO 7645	Asheville	NC	28802	None	501(c)	Protect southern forests	$15,000
Toxics Action Center
29 Temple Place	Boston	MA	02111	None	501(c)	Support for community organizing effort regarding toxic waste in the local environment	$10,000
Friends of Burlington Garden
33 Tracy Drive	Burlington	VT	05401	None	501(c)	Outreach Low Income Residents	$10,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	359000	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	$137,522	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	-197444	RelatedOrExemptFunctionIncome

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	INVESTMENT LOSS	Description
Exclusion Code	14	ExclusionCode
Exclusion	-$29,793	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$107,729	ExclusionAmount
Related Or Exempt Function Income	-197444	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	-89715	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Field	Value	IRS element (for citing)
Line Number	8& 11a	LineNumber
Relationship Statement	Income was used to give grants for the purposes outlined in statement 17.	RelationshipStatement

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	X	Organization501c3ExemptPF
General Rule	X	GeneralRule

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	1	ContributorNumber
Contributor Name Individual	ESTATE OF CAROL MAURER	ContributorNameIndividual

Contributor Address US ContributorAddressUS

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)
Aggregate Contributions	470000	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	Category
Amount	$2,875	Amount
Net Investment Income	2875	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

Field	Value	IRS element (for citing)
Explanation	Cash consists primarily of money market funds, which are held short term pending the end of adverse market conditions.	Explanation

Depreciation Schedule DepreciationSchedule

Depreciation Depreciation (3 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense	Prior Years DepreciationPriorYearsDepreciation
LAPTOP COMPUTER	2012-02-04	2373	91	3.0000	725
LAPTOP COMPUTER	2010-09-29	962	91	3.0000	321	401
LAPTOP COMPUTER	2009-12-04	2440	91	5.0000	488	1017

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	Corp Bonds	NameOfBond
EOY Book Value	204184	EOYBookValue
EOYFMV	204184	EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	CORPORATE STOCK	NameOfStock
EOY Book Value	4998646	EOYBookValue
EOYFMV	4998646	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	125535	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	125535	USGovtSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (5 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
VT SMOKE AND CURE	FMV	65802	65802
VERMONT NATURAL COATINGS	FMV	50000	50000
VCLF LOAN	FMV	30000	30000
High Mowing	FMV	50000	50000
Certificates of Deposit maturity 3 mos	FMV	487786	487786

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	Machinery and Equipment	CategoryOrItem
Cost Or Other Basis	5775	CostOrOtherBasis
Accumulated Depreciation	2952	AccumulatedDepreciation
Book Value	2823	BookValue
EOYFMV	2823	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

Field	Value	IRS element (for citing)
Description	ACCRUED INTEREST	Description
BOY Book Value	3803	BOYBookValue
EOY Book Value	2487	EOYBookValue
EOYFMV	2487	EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
WEB PAGE	3075
Telephone	782
Office Expenses	2014
Dues & Memberships	84

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	INVESTMENT LOSS	Description
Revenue And Expenses Per Books	-29793	RevenueAndExpensesPerBooks

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$472,232	Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT	Category
Amount	$37,828	Amount
Net Investment Income	37828	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
Payroll Taxes	$2,754	2754
FOREIGN TAX WITHHELD	$299		299
ESTIMATED TAX	$438