THE DEVOE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE DEVOE FOUNDATION (EIN 22-2807732)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349101110
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T05:49:23-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222807732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DEVOE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DEVO | BusinessNameControlTxt |
| Phone | 8025405245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O K DEVOE-TALLUTO 59 GREEN HILLS | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN DEVOE-TALLUTO | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $532,407 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $11,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,686 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,686 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $125 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,106 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,106 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $5,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,981 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,295 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,580 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $27,298 | CashBOYAmt |
| Cash EOY | $26,473 | CashEOYAmt |
| Cash EOYFMV | $26,473 | CashEOYFMVAmt |
| Corporate Stock BOY | $458,627 | CorporateStockBOYAmt |
| Corporate Stock EOY | $505,934 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $505,934 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $485,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $532,407 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $532,407 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $92,581 | CapitalStockBOYAmt |
| Capital Stock EOY | $92,581 | CapitalStockEOYAmt |
| Retained Earning BOY | $393,344 | RetainedEarningBOYAmt |
| Retained Earning EOY | $439,826 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $485,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $532,407 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $485,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $532,407 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $485,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,295 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,777 | OtherIncreasesAmt |
| Subtotal | $532,407 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $532,407 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 242 SHS DFA US SUSTNBY TARGETED VALUE | P | 2025-05-06 | 2025-12-15 | $5,276 | $2,905 | $2,371 | $2,371 |
| 79 SHS DIMENSIONAL INTL SMALL CAP | P | 2024-12-16 | 2025-05-06 | $2,419 | $2,151 | $268 | $268 |
| 2,043 SHS DFA EM MKTS SUSTNBY | P | 2018-03-27 | 2025-05-06 | $20,200 | $20,219 | -$19 | -$19 |
| 195 SHS DFA EM MKTS SUSTNBY COR | P | 2018-03-27 | 2025-11-10 | $2,310 | $1,932 | $378 | $378 |
| 684 SHS DFA INTL SMALL CAP VALUE | P | 2020-09-30 | 2025-05-06 | $17,451 | $10,628 | $6,823 | $6,823 |
| 382 SHS DFA INTL SUSTAINABILITY CORE | P | 2017-09-20 | 2025-04-14 | $5,010 | $3,922 | $1,088 | $1,088 |
| 156 SHS DFA INTL SUSTAINABILITY CORE | P | 2017-09-20 | 2025-12-01 | $2,450 | $1,606 | $844 | $844 |
| 71 SHS DFA US SUSTAINABILITY CORE | P | 2018-03-27 | 2025-10-06 | $3,680 | $1,583 | $2,097 | $2,097 |
| 295 SHS DFA US SUSTNBY TARGETED VALUE | P | 2020-07-07 | 2025-11-10 | $6,050 | $3,535 | $2,515 | $2,515 |
| 7 SHS DFA US SUSTNBY TARGETED VALUE | P | 2021-09-29 | 2025-12-15 | $164 | $90 | $74 | $74 |
| 19 SHS DIMENSIONAL INTERNATIONAL SMALL CAP | P | 2024-01-02 | 2025-05-06 | $582 | $485 | $97 | $97 |
| 808 SHS VERT GLOBAL SUSTNBL REAL ESTATE | P | 2023-03-13 | 2025-05-06 | $8,322 | $7,132 | $1,190 | $1,190 |
| 216 SHS DFA INTERNATIONAL SMALL CAP VALUE | P | 2019-03-26 | 2025-05-06 | $5,533 | $2,271 | $3,262 | $3,262 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,988 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,639 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $383 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $383 | SubtotalAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $555 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $555 | TotalPaymentsAndCreditsAmt |
| Overpayment | $172 | OverpaymentAmt |
| Applied To ES Tax | $172 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRISTIN DEVOE-TALLUTO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025405245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 GREEN HILLS DR | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| KRISTIN DEVOE-TALLUTO | ||||||
| 59 GREEN HILLS DR | SHELBURNE | VT | 05482 | Trustee | 1.00 | $0 |
| LAURA DEVOE | ||||||
| 820 GREGORY ROAD | FORT COLLINS | CO | 80524 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $485,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,092 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $513,086 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $513,086 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $505,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,270 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,270 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $383 | TotalTaxAmt |
| Distributable Before Adj | $24,887 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,887 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,887 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,722 | UndistributedIncomePYAmt |
| Qualifying Distributions | $28,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,722 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $24,028 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $859 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIGOS DE SANTA CRUZ | |||||||
| 2226 EASTLAKE AVE E 319 | SEATTLE | WA | 98102 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| COLORADO PUBLIC RADIO | |||||||
| 7409 S ALTON CT | CENTENNIAL | CO | 80112 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| HAWAII LAND TRUST | |||||||
| 1108 FORT STREET MALL SUITE 4 | HONOLULU | HI | 96813 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| JESUITS OF THE MISSOURI PROVINCE | |||||||
| 4511 WEST PINE BLVD | ST LOUIS | MO | 63108 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| REALITIES FOR CHILDREN | |||||||
| 308 E COUNTY ROAD 30 | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,500 |
| TREES WATER PEOPLE | |||||||
| 633 REMINGTON STREET | FORT COLLINS | CO | 80524 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $2,000 |
| THE FOOD BASKET | |||||||
| 40 HOLOMUA ST | HILO | HI | 96720 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| RIVENDELL SCHOOL | |||||||
| 1800 EAST PROSPECT ROAD | FORT COLLINS | CO | 80525 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $10,000 |
| OPEN DOOR CLINIC | |||||||
| 100 PORTER DRIVE | MIDDLEBURY | VT | 05753 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| FEEDING CHAMPLAIN VALLEY | |||||||
| PO BOX 1265 | BURLINGTON | VT | 05402 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| FOOD BANK FOR LARIMER COUNTY | |||||||
| 5706 WRIGHT DRIVE | LOVELAND | CO | 80538 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| PROJECT SOL FLOWER | |||||||
| 11662 W 39TH PLACE | WHEAT RIDGE | CO | 80033 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $1,000 |
| UNITED CHARITABLE-ATITLAN EDUCATION | |||||||
| 44921 GEORGE WASHINGTON BLVD | ASHBURN | VA | 20147 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $500 |
| COMMUNITY RESILIENCE ORGS-BTV EQUITY | |||||||
| PO BOX 1002 | MONTPELIER | VT | 05602 | N/A-BUSINESS | PC | FURTHERING OF CHARITABLE PURPOSE OF ORGANIZATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,686 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,686 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX FILING FEES | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA GLOBAL SUSTAINABILITY FIXED INCOME | $15,388 | $15,388 |
| DFA EMERGING MARKET SUSTAINABILITY CORE | $31,106 | $31,106 |
| DFA INTERNATIONAL SMALL CAP VALUE | ||
| DFA INTERNATIONAL SUSTAINABILITY CORE | $74,772 | $74,772 |
| DFA US SUSTAINABILITY CORE | $209,281 | $209,281 |
| DFA US SUSTAINABILITY TARGETED VALUE | $40,916 | $40,916 |
| VERT GLOBAL SUSTAINABLE REAL ESTATE ETF | $28,392 | $28,392 |
| DIMENSIONAL INTL SMALL CAP VALUE | ||
| DIMENSIONAL GLOBAL SUST FIXED INC | $8,910 | $8,910 |
| CALVERT BOND I | $21,586 | $21,586 |
| CALVERT SHORT DURATION IMPACT BOND FUND | $27,192 | $27,192 |
| CCM COMMUNITY IMPACT BOND FUND | $22,700 | $22,700 |
| DIMENSIONAL WLD EX US SS | $25,691 | $25,691 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $47,777 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT | CategoryTxt |
| Amt | $5,106 | Amt |
| Net Investment Income | $5,106 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |