HARRIS & FRANCES BLOCK FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: HARRIS & FRANCES BLOCK FOUNDATION (EIN 31-1784246)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-05-16
IRS object ID: 201211379349100411
Schema version: 2011v1.2
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
Expln Of Non Filing With AG Stmt
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-05-16T12:29:14-07:00	Timestamp
Tax Period End Date	2011-12-31	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	2011-01-01	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	2012-05-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	E Lela McCaffrey CPA	Name
Phone	8022236261	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	6282491	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	994149	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	97698	DividendsRevAndExpnss
Dividends Net Invst Incm	97698	DividendsNetInvstIncm
Dividends Adj Net Incm	97698	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	183560	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1616742	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	183560	CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm	23601	NetSTCGAdjNetIncm
Total Revenue And Expenses	1275407	TotalRevenueAndExpenses
Total Net Investment Income	281258	TotalNetInvestmentIncome
Total Adjusted Net Income	121299	TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss	26000	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	2400	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	23600	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	2430	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	2430	AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss	45222	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	45222	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	9335	TaxesRevAndExpnss
Taxes Net Invst Incm	219	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	1836	TaxesDsbrsChrtblPrps
Deprec And Depletion Rev And Expnss	809	DeprecAndDepletionRevAndExpnss
Trav Conf Meeting Rev And Expnss	3689	TravConfMeetingRevAndExpnss
Trav Conf Meeting Dsbrs Chrtbl Prps	3689	TravConfMeetingDsbrsChrtblPrps
Other Expenses Rev And Expnss	1769	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	89254	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	50271	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	29125	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	327979	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	327979	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	417233	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	50271	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	357104	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	858174	ExcessOfRevenueOverExpenses
Net Investment Income	230987	NetInvestmentIncome
Adjusted Net Income	121299	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	877067	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	833318	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	833318	SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY	547902	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	101004	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	101004	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	3873618	InvestmentsCorpStockBOY
Investments Corp Stock EOY	4383202	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	4383202	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	171033	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	260825	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	260825	InvestmentsCorpBondsEOYFMV
Investments Other BOY	473025	InvestmentsOtherBOY
Investments Other EOY	698355	InvestmentsOtherEOY
Investments Other EOYFMV	698355	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	3402	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	1418	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	2793	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	1984	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	1984	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	3063	OtherAssetsBOY
Other Assets EOY	3804	OtherAssetsEOY
Other Assets EOYFMV	3803	OtherAssetsEOYFMV
Total Assets BOY	5948501	TotalAssetsBOY
Total Assets EOY	6282492	TotalAssetsEOY
Total Assets EOYFMV	6282491	TotalAssetsEOYFMV
Accounts Payable EOY	1196	AccountsPayableEOY
Total Liabilities EOY	1196	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	5948501	UnrestrictedBOY
Unrestricted EOY	6281296	UnrestrictedEOY
Total Net Assets BOY	5948501	TotalNetAssetsBOY
Total Net Assets EOY	6281296	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	5948501	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	6282492	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	5948501	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	858174	ExcessOfRevenueOverExpenses
Subtotal	6806675	Subtotal
Other Decreases	525379	OtherDecreases
Total Net Assets Fund Balances EOY	6281296	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (12 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 FEDERAL FARM CREDIT BANKS CONS	P	2010-09-17	2011-04-27	150000	149918	82	82
2800 ECOLAB INC	P	2011-03-09	2011-12-12	154464	133565	20899	20899
100000 FEDERAL NATL MTG ASSN DEB CPN STRIP	P	2009-01-07	2011-11-15	100000	93204	6796	6796
200000 FEDERAL HOME LOAN BANKS	P	2011-05-16	2011-08-22	200000	200519	-519	-519
100000 FEDERAL NATL MTG ASSN	P	2010-08-16	2011-08-12	100000	100145	-145	-145
4800 WORTHINGTON INDUSTRIES INC	P	2006-02-03	2011-08-03	96339	65134	31205	31205
130000 CAPSTONE BANK TUSCALOOSA ALA	P	2009-07-21	2011-08-01	130000	130000
90000 INVESTORS COMMUNITY BANK WI	P	2009-05-12	2011-05-16	90000	90000
4100 PITNEY BOWES INC	P	2009-02-03	2011-05-10	101961	122440	-20479	-20479
200000 FEDERAL FARM CREDIT BANKS CONS	P	2010-12-27	2011-12-08	200000	196716	3284	3284
2600 AVON PRODUCTS INC	P	2006-02-03	2011-03-09	71728	67105	4623	4623
3500 BALDOR ELEC CO	P	2008-01-01	2011-02-24	222250	84436	137814	137814

Field	Value	IRS element (for citing)
Capital Gain Net Income	183560	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	23601	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	281254	QualifyingDistributionsYear1
Noncharitable Assets Year1	5080472	NoncharitableAssetsYear1
Distribution Ratio Year1	0.05536	DistributionRatioYear1
Qualifying Distributions Year2	251726	QualifyingDistributionsYear2
Noncharitable Assets Year2	3791509	NoncharitableAssetsYear2
Distribution Ratio Year2	0.06639	DistributionRatioYear2
Qualifying Distributions Year3	161855	QualifyingDistributionsYear3
Noncharitable Assets Year3	2565572	NoncharitableAssetsYear3
Distribution Ratio Year3	0.06309	DistributionRatioYear3
Qualifying Distributions Year4	136319	QualifyingDistributionsYear4
Noncharitable Assets Year4	1541016	NoncharitableAssetsYear4
Distribution Ratio Year4	0.08846	DistributionRatioYear4
Qualifying Distributions Year5	89731	QualifyingDistributionsYear5
Noncharitable Assets Year5	1030721	NoncharitableAssetsYear5
Distribution Ratio Year5	0.08706	DistributionRatioYear5
Total Distribution Ratio	0.36036	TotalDistributionRatio
Average Distribution Ratio	0.07207	AverageDistributionRatio
Net Noncharitable Assets	4908849	NetNoncharitableAssets
Adjusted Noncharitable Assets	353786	AdjustedNoncharitableAssets
One Percent Net Investment Income	2310	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	356096	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	357104	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	2310	InvestmentIncomeExciseTax
Subtotal	2310	Subtotal
Tax Based On Investment Income	2310	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	4184	EstTaxPaymentsAndOverpayment
Total Credits And Payments	4184	TotalCreditsAndPayments
Overpayment	1874	Overpayment
Amount Credited To Next Year	1874	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	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	true	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	1000
BETSY M CHODORKOFF
491 ENNIS HILL ROAD	MARSHFIELD	VT	05658	Treasurer	25.00	24000
NANCY M SLUYS
197 MINGLEWOOD ROAD	WESTFIELD	NC	27053	Vice President	1.00	1000

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	4128410	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	855193	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	4983603	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	4983603	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	74754	CashDeemedCharitable
Net Noncharitable Assets	4908849	NetNoncharitableAssets
Minimum Investment Return	245442	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	245442	MinimumInvestmentReturn
Tax Based On Investment Income	2310	TaxBasedOnInvestmentIncome
Total Tax	2310	TotalTax
Distributable Amount Before Adj	243132	DistributableAmountBeforeAdj
Distributable Amount Before Ded	243132	DistributableAmountBeforeDed
Distributable Amount As Adjusted	243132	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	357104	ExpensesAndContributions
Qualifying Distributions	357104	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	2310	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	354794	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	243132	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	38404	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	61724	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	34502	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	63239	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	31412	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	229281	TotalExcessDistriCarryover
Qualifying Distributions	357104	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	243132	AppliedToCurrentYear
Remaining Distri From Corpus	113972	RemainingDistriFromCorpus
Total Corpus	343253	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	38404	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	304849	ExcessDistriCyovToNextYear
Excess From Year4	61724	ExcessFromYear4
Excess From Year3	34502	ExcessFromYear3
Excess From Year2	63239	ExcessFromYear2
Excess From Year1	31412	ExcessFromYear1
Excess From Current Year	113972	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
BLUE RIDGE DISCOVERY CENTER
253 LITTLE BIG HORN LANE	INDEPENDENCE	VA	24348	NONE	501(C)	MAINTAIN AND RESTORE WOODLANDS ACROSS VIRGINIA	$7,500
CLINCH COALITION
1097 OLD QUARRY DRIVE	NICKELSVILLE	VA	24271	NONE	501(C)	MAINTAIN AND RESTORE WOODLANDS ACROSS VIRGINIA	$10,000
JAQUITH PUBLIC LIBRARY
THE OLD SCHOOLHOUSE COMMON	MARSHFIELD	VT	05658	NONE	501(C)	TO PROMOTE COMMUNITY AND THE ACCESSIBILITY OF INFORMATION AND IDEAS.	$1,945
GEDAKINA
PO BOX 221	MILFORD	NH	03055	NONE	501(C)	TO STRENGTHEN THE CULTURAL KNOWLEDGE AND IDENTITY OF NATIVE AMERICANS.	$5,000
CONNECTICUT AUDUBON SOCIETY
2325 BURR STREET	FAIRFIELD	CT	06824	NONE	501(C)	TO CONSERVE CONNECTICUT'S ENVIRONMENT THROUGH SCIENCE-BASED EDUCATION AND ADVOCACY.	$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
RURAL VERMONT
15 BARRE STREET SUITE 2	MONTPELIER	VT	05602	NONE	501(C)	PROMOTE A SUSTAINABLE AGRICULTURAL FUTURE FOR VERMONT.	$6,000
PLANNED PARENTHOOD
1055 COMMONWEALTH AVENUE	BOSTON	MA	02215	NONE	501(C)	ADVOCATE SEXUAL AND REPRODUCTIVE HEALTH CARE SERVICES AND INFORMATION.	$30,000
VERMONT FOODBANK
33 PARKER ROAD	BARRE	VT	05641	NONE	501(C)	TO HELP VERMONTERS WHO NEED FOOD ASSISTANCE.	$3,500
TWINFIELD UNION SCHOOL
106 NASMITH BROOK ROAD	PLAINFIELD	VT	05667	NONE	501(C)	FARM TO SCHOOL PROGRAM	$7,534
ENVIRONMENT COLORADO
1536 WYNKOOP STREET	DENVER	CO	80202	NONE	501(C)	ENVIRONMNETAL ADVOCACY IN COLORADO.	$10,000
UVM AND STATE AGRICULTURAL COLLEGE
85 SOUTH PROSPECT STREET	BURLINGTON	VT	05405	NONE	501(C)	YOUTH AGRICULTURE APPRENTICE PROGRAM	$5,000
VERMONT WORKERS' CENTER
293 NORTH WINOOSKI AVENUE	BURLINGTON	VT	05401	NONE	501(C)	HEALTH CARE IS A HUMAN RIGHT CAMPAIGN	$10,000
VERMONT SUSTAINABLE JOBS FUND
3 PITKIN COURT SUITE 301e	MONTPELIER	VT	05602	NONE	501(C)	TO STRENGTHEN VERMONT'S FOOD SYSTEM.	$5,000
ECORI INC
111 HOPE STREET	PROVIDENCE	RI	02906	NONE	501(C)	PROMOTE THE IMPORTANCE OF ENVIRONMENTAL/SOCIAL JUSTICE NEWS.	$5,000
COLORADO WILDLIFE FEDERATION
1410 GRANT STREET SUITE C-313	DENVER	CO	80203	NONE	501(C)	ADVOCATE FOR COLORADO WILDLIFE.	$10,000
VERMONT LAW SCHOOL
PO BOX 96	SOUTH ROYALTON	VT	05068	NONE	501(C)	ENERGY ACTION NOW	$10,000
HIGHFIELDS CENTER FOR COMPOSTING
PO BOX 503	HARDWICK	VT	05843	NONE	501(C)	COMMUNITY COMPOSTING SUPPORT AND RESEARCH	$10,000
GREYSTON FOUNDATION INC
21 PARK AVENUE	YONKERS	NY	10703	NONE	501(C)	COMMUNITY SUPPORT	$4,000
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
ALLEHGENY FOUNDATION
301 GRANT STREET SUITE 3900	PITTSBURG	PA	15219	NONE	501(C)	junior appalacian musicians	$10,000
VT PUBLIC INTEREST RESEARCH GROUP
141 MAIN ST STE 6	MONTPELIER	VT	05602	NONE	501(C)	SUPPORT PUBLIC INTEREST RESEARCH	$10,000
VT COMMUNITY FOUNDATION
PO BOX 30	MIDDLEBURY	VT	05753	NONE	501(C)	VERMONT FARM DISASTER RELIEF FUND	$10,000
RIVERLINK INC
170 LYMAN STREET	ASHEVILLE	NC	28801	NONE	501(C)	ECONOMIC AND ENVIRONMENTAL REVITALIZATION OF FRENCH BROAD RIVER	$5,000
Citizens Awareness Network
PO Box 83	Shelburne Falls	MA	01370	None	501(c)	Use of sustainable, reliable and affordable energy generation	$10,000
SEED COALITION
1303 SAN ANTONIO SUITE 100	AUSTIN	TX	78701	None	501(c)	ENERGY ISSUES	$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	$7,500
Food Works AT 2 RIVERS CENTER
64 Main Street	Montpelier	VT	05602	None	501(c)	Education re Sustainable Food Production	$10,000
GREEN MOUNTAIN CLUB
4711 WATERBURY-STOWE ROAD	WATERBURY CENTER	VT	05677	None	501(c)	Support for community organizing effort for VERMONT	$5,000
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	327979	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	$97,698	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	183560	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$97,698	ExclusionAmount
Related Or Exempt Function Income	183560	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	281258	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	994149	AggregateContributions
Person Contribution Type	X	PersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Amount	$2,430	Amount
Net Investment Income	2430	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 (2 entries)

Description Of PropertyDescriptionOfProperty	Date AcquiredDateAcquired	Cost Or Other BasisCostOrOtherBasis	Prior Years DepreciationPriorYearsDepreciation	Computation MethodComputationMethod	LifeLife	Current Year ExpenseCurrentYearExpense
LAPTOP COMPUTER	2010-09-29	962	80	91	3.0000	321
LAPTOP COMPUTER	2009-12-04	2440	529	91	5.0000	488

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

Field	Value	IRS element (for citing)
Name Of Bond	Corp Bonds	NameOfBond
EOY Book Value	260825	EOYBookValue
EOYFMV	260825	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	4383202	EOYBookValue
EOYFMV	4383202	EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	101004	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	101004	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	50562	50562
VERMONT NATURAL COATINGS	FMV	50000	50000
VCLF LOAN	FMV	30000	30000
High Mowing	FMV	50000	50000
Certificates of Deposit maturity 3 mos	FMV	517793	517793

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtc

Field	Value	IRS element (for citing)
Category Or Item	Machinery and Equipment	CategoryOrItem
Cost Or Other Basis	3402	CostOrOtherBasis
Accumulated Depreciation	1418	AccumulatedDepreciation
Book Value	1984	BookValue
EOYFMV	1984	EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
Rounding	1	1
ACCRUED INTEREST	3062	3803	3803

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	UNREALIZED LOSS ON INVESTMENTS	Description
Amount	$525,379	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
Telephone	812
Office Expenses	362
Dues & Memberships	595

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	Investment Advisor	Category
Amount	$45,222	Amount
Net Investment Income	45222	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes (4 entries)

CategoryCategory	AmountAmount	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
PRIOR YEAR EXCISE TAX BALANCE DUE	$3,096
Payroll Taxes	$1,836	1836
FOREIGN TAX WITHHELD	$219		219
ESTIMATED TAX	$4,184