THE ORVIS CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: THE ORVIS CHARITABLE FOUNDATION (EIN 83-1437443)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-09
IRS object ID: 202411309349101436
Schema version: 2023v5.0
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
Depreciation Schedule
Liquidation Explanation Stmt
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-09T16:32:52-05:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3333 New Hyde Park Rd Ste 406	AddressLine1Txt
City	New Hyde Park	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11042	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	831437443	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Orvis Charitable Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Foundation Source	InCareOfNm
Business Name Control	ORVI	BusinessNameControlTxt
Phone	8008391754	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SIMON PERKINS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	8008391754	PhoneNum
Signature	2024-05-01	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SIMON	PersonFirstNm
Person Last	PERKINS	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Jeffrey D Haskell	PreparerPersonNm
PTIN	P01345770	PTIN
Phone	8008391754	PhoneNum

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,020,886	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$435,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$8,420	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$8,420	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$443,420	TotalRevAndExpnssAmt
Total Net Invst Incm	$8,420	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss	$17	TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss	$10,086	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$10,086	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$10,103	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$10,086	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$271,233	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$271,233	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$281,336	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$281,319	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$162,084	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,420	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$858,802	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,020,886	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,020,886	SavAndTempCashInvstEOYFMVAmt
Total Assets BOY	$858,802	TotalAssetsBOYAmt
Total Assets EOY	$1,020,886	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,020,886	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$858,802	RetainedEarningBOYAmt
Retained Earning EOY	$1,020,886	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$858,802	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,020,886	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$858,802	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,020,886	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$858,802	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$162,084	ExcessRevenueOverExpensesAmt
Subtotal	$1,020,886	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$1,020,886	TotNetAstOrFundBalancesEOYAmt

Field	Value	IRS element (for citing)
Cap Gains Loss Tx Invst Incm Detail		CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$117	InvestmentIncomeExciseTaxAmt
Subtotal	$117	SubtotalAmt
Tax Based On Investment Income	$117	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$0	TotalPaymentsAndCreditsAmt
Tax Due	$117	TaxDueAmt

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	Yes (true)	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	DE	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Foundation Source	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8008391754	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	501 Silverside Road Suite 123	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	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
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

Field	Value	IRS element (for citing)
Person	Simon Perkins	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Foundation Source 501 Silverside Rd	AddressLine1Txt
City	Wilmington	CityNm
State Abbreviation	DE	StateAbbreviationCd
ZIP	198091377	ZIPCd

Field	Value	IRS element (for citing)
Title	Dir, Pres, Sec, Treas	TitleTxt
Average Hrs Per Wk Devoted To Pos	1.0	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Summary Of Direct Chrtbl Acty		SummaryOfDirectChrtblActyGrp
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$893,278	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$893,278	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$893,278	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$13,399	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$879,879	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$43,994	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$43,994	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$117	TaxBasedOnInvestmentIncomeAmt
Total Tax	$117	TotalTaxAmt
Distributable Before Adj	$43,877	DistributableBeforeAdjAmt
Distributable Before Ded	$43,877	DistributableBeforeDedAmt
Distributable As Adjusted	$43,877	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$281,319	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid	$0	CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test	$0	SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$281,319	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$43,877	DistributableAsAdjustedAmt
Prior Year1	2021	PriorYear1Yr
Prior Year2	2020	PriorYear2Yr
Prior Year3	2019	PriorYear3Yr
Excess Distribution Cyov Yr5	$7,600	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$46,475	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$67,909	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$150,733	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$192,324	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$465,041	TotalExcessDistributionCyovAmt
Qualifying Distributions	$281,319	QualifyingDistributionsAmt
Applied To Current Year	$43,877	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$237,442	RemainingDistriFromCorpusAmt
Total Corpus	$702,483	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$7,600	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$694,883	ExcessDistriCyovToNextYrAmt
Excess From Year4	$46,475	ExcessFromYear4Amt
Excess From Year3	$67,909	ExcessFromYear3Amt
Excess From Year2	$150,733	ExcessFromYear2Amt
Excess From Year1	$192,324	ExcessFromYear1Amt
Excess From Current Year	$237,442	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ARLINGTON ARTS ENRICHMENT PROGRAM INC
PO BOX 965	ARLINGTON	VT	05250	N/A	PC	Charitable Event	$2,000
ARLINGTON ARTS ENRICHMENT PROGRAM INC
PO BOX 965	ARLINGTON	VT	05250	N/A	PC	General & Unrestricted	$5,000
BENNINGTON COUNTY HUMANE SOCIETY INC - SECOND CHAN
1779 RTE 7A	ARLINGTON	VT	05250	N/A	PC	Charitable Event	$2,500
BURN PITS 360
201 N 4TH ST	ROBSTOWN	TX	78380	N/A	PC	General & Unrestricted	$100
BURR & BURTON ACADEMY
PO BOX 498	MANCHESTER	VT	05254	N/A	PC	General & Unrestricted	$3,000
CAPTAINS FOR CLEAN WATER INC
2031 JACKSON ST STE 150	FORT MYERS	FL	33901	N/A	PC	Charitable Event	$5,000
CAPTAINS FOR CLEAN WATER INC
2031 JACKSON ST STE 150	FORT MYERS	FL	33901	N/A	PC	General & Unrestricted	$20,000
CASTING FOR RECOVERY INC
109 E OAK ST STE 1G	BOZEMAN	MT	59715	N/A	PC	Diversity, Equity and Inclusion Initiative	$15,000
CHATTAHOOCHEE RIVERKEEPER INC
6020 RIVER VIEW RD BLDG 7000 STE	MABLETON	GA	30126	N/A	PC	Funds for Orvis Giveback Days	$5,000
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVE	ANNAPOLIS	MD	21403	N/A	PC	General & Unrestricted	$15,000
CLOUD FOREST INSTITUTE
PO BOX 73	BOONVILLE	CA	95415	N/A	PC	SATYA Foundation	$2,500
COMMUNITY CATS AND FRIENDS
530 N CHIPMAN ST	OWOSSO	MI	48867	N/A	PC	General & Unrestricted	$100
COMMUNITY WELFARE COUNCIL OF NEWTOWN INC
226 N LINCOLN AVE	NEWTOWN	PA	18940	N/A	PC	General & Unrestricted	$100
FRIENDS OF THE MISSISSIPPI RIVER
101 EAST 5TH ST STE 2000	SAINT PAUL	MN	55101	N/A	PC	General & Unrestricted	$5,000
FRIENDS OF THE UPPER DELAWARE RIVER
158 E FRONT ST	HANCOCK	NY	13783	N/A	PC	Charitable Event	$5,000
GIRLS ON THE RUN OF VERMONT INC
188 ALLEN BROOK LN STE 2	WILLISTON	VT	05495	N/A	PC	Charitable Event	$1,000
GRAND VIEW HOSPITAL
700 LAWN AVE	SELLERSVILLE	PA	18960	N/A	PC	Grand View Hospice	$100
GREEN MOUNTAIN CLUB INC
4711 WATERBURY STOWE RD	WATERBURY CTR	VT	05677	N/A	PC	Charitable Event	$1,000
GREEN MOUNTAIN LIGHTNING INC
PO BOX 237	LONDONDERRY	VT	05148	N/A	PC	Charitable Event	$250
MARK SKINNER LIBRARY - MANCHESTER COMMUNITY LIBRAR
PO BOX 1105	MANCHESTER CENTER	VT	05255	N/A	GOV	General & Unrestricted	$2,500
MAYFLY PROJECT
1420 LENORE	BENTON	AR	72019	N/A	PC	Mayfly Project Los Angeles Chapter	$5,000
MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH
GRAND CENTRAL STA PO BOX 4777	NEW YORK	NY	10163	N/A	PC	General & Unrestricted	$100
NORTHSHIRE CIVIC CENTER INC
410 HUNTER PARK RD PO BOX 835	MANCHESTER	VT	05255	N/A	PC	General & Unrestricted	$999
PETFINDER FOUNDATION
4729 E SUNRISE DR 119	TUCSON	AZ	85718	N/A	PC	Dog Enrichment Program	$10,000
PROJECT HEALING WATERS FLY FISHING INC
PO BOX 695	LA PLATA	MD	20646	N/A	PC	General & Unrestricted	$5,000
PROTECT OUR RIVERS
2583 MOORE ST	LAKEWOOD	CO	80215	N/A	PC	General & Unrestricted	$4,484
ROANOKE OUTSIDE
111 FRANKLIN PLZ 333	ROANOKE	VA	24011	N/A	PC	Charitable Event	$2,500
SELKIRK CONSERVATION ALLIANCE INC
50 MAIN ST	PRIEST RIVER	ID	83856	N/A	PC	SCA's youth environmental education projects	$2,500
SHEJUMPS
4760 S HIGHLAND DR STE 209	SALT LAKE CITY	UT	84117	N/A	PC	Charitable Event	$10,000
SOUTHERN VERMONT ARTS CENTER INCORPORATED
PO BOX 617	MANCHESTER	VT	05254	N/A	PC	Charitable Event	$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PL	MEMPHIS	TN	38105	N/A	PC	General & Unrestricted	$300
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROAD STE 801889	DALLAS	TX	75380	N/A	PC	Charitable Event	$500
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROAD STE 801889	DALLAS	TX	75380	N/A	PC	Charitable Event	$2,000
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER RD STE 625	PALMETTO BAY	FL	33157	N/A	PC	Everglades Restoration Fund	$45,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC
529 14TH ST NW STE 500	WASHINGTON	DC	20045	N/A	PC	Charitable Event	$5,000
THREE RIVERS STOCKING ASSOCIATION
21 LITTLEHALE RD	DURHAM	NH	03824	N/A	PC	General & Unrestricted	$5,000
TROUT UNLIMITED
PO BOX 230094	GRAND RAPIDS	MI	49523	N/A	PC	General & Unrestricted	$5,000
TROUT UNLIMITED
PO BOX 117	ASHEVILLE	NC	28802	N/A	PC	Funds for Orvis Giveback Days	$5,000
TROUT UNLIMITED INC
1777 N KENT ST STE 100	ARLINGTON	VA	22209	N/A	PC	Bristol Bay Guide Academy, TU Alaska	$40,000
TROUT UNLIMITED INC
1777 N KENT ST STE 100	ARLINGTON	VA	22209	N/A	PC	Southwestern Vermont TU chapter	$5,000
UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATE
15 STRAFFORD AVE	DURHAM	NH	03824	N/A	PC	Carbon Clinic Project Fund (1GA413)	$10,000
UPPER MISSOURI WATERKEEPER INC
24 S WILLSON AVE STE 6-7	BOZEMAN	MT	59715	N/A	PC	Save Wild Trout Fund	$10,000
WALLINGFORD RESCUE INC
PO BOX 246	WALLINGFORD	VT	05773	N/A	PC	General & Unrestricted	$100
WOODSTOCK LAND CONSERVANCY INC GAY LEONHARDT
PO BOX 864	WOODSTOCK	NY	12498	N/A	PC	General & Unrestricted	$5,000
WWP INC
PO BOX 758516	TOPEKA	KS	66675	N/A	PC	General & Unrestricted	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$271,233	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Field	Value	IRS element (for citing)
Fees Contracts From Govt Ag		FeesContractsFromGovtAgGrp
Membership Dues And Assmnt		MembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$8,420	ExclusionAmt

Field	Value	IRS element (for citing)
Dividends And Interest From Sec Dtl		DividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd Prop		NetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Income Personal Prop		NetRentalIncomePersonalPropGrp
Other Investment Income		OtherInvestmentIncomeGrp
Gain Sales Ast Oth Than Invntry		GainSalesAstOthThanInvntryGrp
Net Income Loss From Special Evt		NetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of Invntry		GrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$8,420	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$8,420	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	The Orvis Company Inc	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	178 Conservation Way	AddressLine1Txt
City	Sunderland	CityNm
State Abbreviation	VT	StateAbbreviationCd
ZIP	05250	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$435,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

Field	Value	IRS element (for citing)
Explanation	As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $271,233. This amount represents 25% or more of the Foundation's net assets of $858,802 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein.	ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees	$10,061	$10,061
State or Local Filing Fees	$25	$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	990-PF Excise Tax for 2022	CategoryTxt
Amt	$17	Amt

THE ORVIS CHARITABLE FOUNDATION: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

US Address USAddress

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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