THE ORVIS CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE ORVIS CHARITABLE FOUNDATION (EIN 83-1437443)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349100930
- Schema version
- 2024v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T08:24:40-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $1,890,524 | 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 | $1,095,216 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,257 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,257 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,112,473 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,257 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $117 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $12,780 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $12,780 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,897 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,780 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,938 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,938 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,835 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $242,718 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $869,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,257 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,020,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,890,524 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,890,524 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,020,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,890,524 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,890,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,020,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,890,524 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,020,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,890,524 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,020,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,890,524 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,020,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $869,638 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,890,524 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,890,524 | 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 | $240 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $240 | SubtotalAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $240 | 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 | false | 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 | $1,597,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,597,992 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,597,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,970 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,574,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,701 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,701 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240 | TotalTaxAmt |
| Distributable Before Adj | $78,461 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $78,461 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $78,461 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $242,718 | 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 | $242,718 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $78,461 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $46,475 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $67,909 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $150,733 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $192,324 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $237,442 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $694,883 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $242,718 | QualifyingDistributionsAmt |
| Applied To Current Year | $78,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $164,257 | RemainingDistriFromCorpusAmt |
| Total Corpus | $859,140 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $46,475 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $812,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $67,909 | ExcessFromYear4Amt |
| Excess From Year3 | $150,733 | ExcessFromYear3Amt |
| Excess From Year2 | $192,324 | ExcessFromYear2Amt |
| Excess From Year1 | $237,442 | ExcessFromYear1Amt |
| Excess From Current Year | $164,257 | 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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 7270 NW 12TH ST UNIT PH-1 | MIAMI | FL | 33126 | N/A | PC | General & Unrestricted | $100 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | |||||||
| 455 N SHERMAN ST STE 500 | DENVER | CO | 80203 | N/A | PC | General & Unrestricted | $100 |
| AMERICAN MUSEUM OF FLY FISHING INC | |||||||
| PO BOX 42 | MANCHESTER | VT | 05254 | 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 |
| AS GOOD AS GOLD-GOLDEN RETRIEVER RESCUE OF ILLINOI | |||||||
| 518 S RTE 31 178 | MCHENRY | IL | 60050 | N/A | PC | General & Unrestricted | $5,000 |
| ATLANTIC SALMON FEDERATION INC | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | N/A | PC | General & Unrestricted | $5,000 |
| BURR & BURTON ACADEMY | |||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PC | General & Unrestricted | $3,000 |
| CAPTAINS FOR CLEAN WATER INC | |||||||
| PO BOX 1653 | FORT MYERS | FL | 33902 | N/A | PC | General & Unrestricted | $25,000 |
| CASTING FOR RECOVERY INC | |||||||
| 109 E OAK ST STE 1G | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $3,356 |
| COLORADO HIGH-COUNTRY EDUCATIONAL TREKS INC | |||||||
| 1110 S INDEPENDENCE CT | LAKEWOOD | CO | 80232 | N/A | PC | General & Unrestricted | $4,683 |
| Fisher School | |||||||
| 504 EAST ARLINGTON RD | Arlington | VT | 05250 | N/A | GOV | Charitable Event | $100 |
| FRIENDS OF FLETCHERS COVE | |||||||
| 1644 33RD ST NW | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF THE MISSISSIPPI RIVER | |||||||
| 106 W WATER ST STE 600 | SAINT PAUL | MN | 55107 | 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 |
| GRANVILLE RESCUE SQUAD INC | |||||||
| PO BOX 153 | GRANVILLE | NY | 12832 | N/A | PC | General & Unrestricted | $100 |
| MARK SKINNER LIBRARY | |||||||
| PO BOX 1105 | MANCHESTER CENTER | VT | 05255 | N/A | GOV | General & Unrestricted | $2,500 |
| MERCK FOREST & FARMLAND CENTER | |||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PC | Charitable Event | $500 |
| 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 |
| NORTHSHIRE DAY SCHOOL INC | |||||||
| 5484 MAIN ST | MANCHESTR CENTER | VT | 05255 | N/A | PC | Charitable Event | $2,500 |
| PETFINDER FOUNDATION | |||||||
| 12995 N ORACLE RD STE 141-143 | TUCSON | AZ | 85739 | N/A | PC | General & Unrestricted | $5,000 |
| PROJECT HEALING WATERS FLY FISHING INC | |||||||
| PO BOX 695 | LA PLATA | MD | 20646 | N/A | PC | General & Unrestricted | $10,000 |
| PROTECT OUR RIVERS | |||||||
| 2583 MOORE ST | LAKEWOOD | CO | 80215 | N/A | PC | General & Unrestricted | $5,000 |
| RIVANNA CONSERVATION ALLIANCE | |||||||
| 1150 RIVER RD STE ONE | CHARLOTTESVILLE | VA | 22901 | N/A | PC | General & Unrestricted | $5,000 |
| RIVERS OF RECOVERY INC | |||||||
| PO BOX 22326 | EAGAN | MN | 55122 | N/A | PC | General & Unrestricted | $10,000 |
| RUTAND RECREATION AND PARKS DEPARTMENT | |||||||
| 134 COMMUNITY DR | RUTLAND | VT | 05701 | N/A | GOV | Rutland Youth Theatre FUND | $100 |
| SECOND CHANCE ANIMAL SHELTER | |||||||
| 1779 RTE 7A | ARLINGTON | VT | 05250 | N/A | PC | Charitable Event | $2,500 |
| SELKIRK CONSERVATION ALLIANCE INC | |||||||
| 50 MAIN ST | PRIEST RIVER | ID | 83856 | N/A | PC | Charitable Event | $2,500 |
| SOUTH WALLINGFORD UNION CONGREGATIONAL CHURCH | |||||||
| 4210 US RT 7 S | WALLINGFORD | VT | 05773 | N/A | PC | General & Unrestricted | $100 |
| SOUTHWESTERN VERMONT HEALTH CARE CORPORATION | |||||||
| 100 HOSPITAL DR | BENNINGTON | VT | 05201 | N/A | PC | Telehealth Endowment Fund | $2,500 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | |||||||
| 13770 NOEL ROAD STE 801889 | DALLAS | TX | 75380 | N/A | PC | Charitable Event | $1,500 |
| THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL R | |||||||
| 2 TOWER PL | ALBANY | NY | 12203 | N/A | PC | General & Unrestricted | $100 |
| THE EVERGLADES FOUNDATION INC | |||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | General & Unrestricted | $60,000 |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | |||||||
| 529 14TH ST NW STE 500 | WASHINGTON | DC | 20045 | N/A | PC | Charitable Event | $5,000 |
| THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC | |||||||
| 529 14TH ST NW STE 500 | WASHINGTON | DC | 20045 | N/A | PC | Charitable Event | $5,000 |
| TROUT UNLIMITED INC | |||||||
| PO BOX 98166 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $30,000 |
| UNIVERSITY OF NEW HAMPSHIRE FOUNDATION INCORPORATE | |||||||
| 9 EDGEWOOD RD | DURHAM | NH | 03842 | N/A | PC | Sustainability Fellows Program | $9,500 |
| VERMONT CANCER SURVIVOR NETWORK INC | |||||||
| 7 KILBURN ST STE 309 | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $100 |
| VERMONT GREEN UP INC | |||||||
| PO BOX 1191 | MONTPELIER | VT | 05601 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,938 | 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 | $17,257 | 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 | $17,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,257 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Fam LLC | ||||||
| 1 | 5553 Bandini Blvd Suite B | Bell | CA | 90201 | $699,055 | Yes (X) |
| The Orvis Company Inc | ||||||
| 2 | 178 Conservation Way | Sunderland | VT | 052504465 | $396,161 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,055 | $12,055 |
| Foundation Dues & Memberships | $700 | $700 |
| 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 2023 | CategoryTxt |
| Amt | $117 | Amt |
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