W JAMES AND JANE K TRUETTNER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- W JAMES AND JANE K TRUETTNER FOUNDATION (EIN 36-3499982)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-22
- IRS object ID
- 202300539349100005
- Schema version
- 2022v4.1
- 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 Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-22T07:56:25-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VI | StateAbbreviationCd |
| ZIP | 22604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363499982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUETTNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUE | BusinessNameControlTxt |
| Phone | 9703495883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JAMES TRUETTNER III | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9703495883 | PhoneNum |
| Signature | 2023-02-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | W | PersonFirstNm |
| Person Last | JAMES TRUETTNER III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C SCOTT MOULDEN | PreparerPersonNm |
| PTIN | P00194656 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Preparation | 2023-02-21 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,113,795 | 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 | $105,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,679 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,999,324 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,679 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $207,795 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $207,795 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,745 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $36,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,352 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $203 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,300 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,948 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $508,911 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $508,911 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $554,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $511,859 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$346,416 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,443 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,097 | CashBOYAmt |
| Cash EOY | $141,239 | CashEOYAmt |
| Cash EOYFMV | $141,239 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,760,341 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,117,633 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,117,633 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,133,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,322,887 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,854,923 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,928,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,581,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,113,795 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $9,928,175 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,581,759 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,928,175 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,581,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,928,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,581,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,928,175 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$346,416 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,581,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,581,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 2000 SHS SPDR SSGA ULTRA SHORT TERM BOND EFT | 2020-11-25 | 2022-11-18 | $79,851 | $80,954 | -$1,103 | -$1,103 |
| 1500 SHS FIRST TRUST LOW DURATION OPPOS EFT | 2020-10-07 | 2022-11-03 | $70,166 | $76,539 | -$6,373 | -$6,373 |
| 75000 SHS US TREASURY 0.125% | 2021-04-30 | 2022-10-31 | $75,000 | $75,000 | $0 | $0 |
| 75000 SHS PAYPAL HLDG 2.200% | 2020-03-27 | 2022-06-22 | $75,074 | $74,180 | $894 | $894 |
| 2000 SHS ARISTA NETWORKS INC | 2019-11-11 | 2022-05-04 | $225,760 | $99,389 | $126,371 | $126,371 |
| 75000 SHS GSK CAPITAL 2.875% | 2020-04-01 | 2022-05-03 | $75,000 | $75,080 | -$80 | -$80 |
| 950 SHS ECOLAB INC | 2020-12-15 | 2022-04-25 | $164,269 | $207,434 | -$43,165 | -$43,165 |
| 1250 SHS COSTAR GROUP INC | 2018-01-12 | 2022-04-14 | $78,492 | $40,624 | $37,868 | $37,868 |
| 300 SHS GENERAC HOLDINGS INC | 2021-11-05 | 2022-04-14 | $76,883 | $137,592 | -$60,709 | -$60,709 |
| 800 SHS DOCUSIGN INC | 2020-02-27 | 2022-04-14 | $79,961 | $67,984 | $11,977 | $11,977 |
| 900 SHS WORKDAY INC | 2015-09-23 | 2022-03-04 | $214,858 | $129,050 | $85,808 | $85,808 |
| 1000 SHS NIKE INC B | 2020-11-24 | 2022-03-03 | $133,732 | $137,806 | -$4,074 | -$4,074 |
| 1250 SHS BOOZ ALLEN HAMILTON HOLDING CORP | 2021-10-26 | 2022-02-25 | $94,662 | $103,853 | -$9,191 | -$9,191 |
| 250 SHS MONGODB INC CL A | 2020-06-10 | 2022-02-25 | $93,087 | $51,888 | $41,199 | $41,199 |
| 1600 CARMAX INC | 2021-01-19 | 2022-02-18 | $171,246 | $196,442 | -$25,196 | -$25,196 |
| 1200 SHS STARBUCKS CORP | 2020-12-15 | 2022-02-18 | $111,387 | $124,970 | -$13,583 | -$13,583 |
| 75000 SHS MCDONALD'S CORP 2.625% | 2020-04-06 | 2022-01-18 | $75,000 | $75,000 | $0 | $0 |
| 450 SHS INSULET CORP | 2021-11-09 | 2022-01-10 | $104,896 | $142,860 | -$37,964 | -$37,964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,679 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,383 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,383 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,383 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,997 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,997 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $30,614 | OverpaymentAmt |
| Applied To ES Tax | $30,614 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | W JAMES TRUETTNER III | IndividualWithBooksNm |
| Phone | 9703495883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| W JAMES TRUETTNER JR | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | PRESIDENT | 5.00 | $2,000 | $0 | $0 |
| W JAMES TRUETTNER III | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | SECRETARY-TREASURER | 5.00 | $2,000 | $0 | $0 |
| NANCY H TRUETTNER | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,601,981 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,137,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,739,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,739,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,096 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,608,661 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $430,433 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $430,433 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,383 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,383 | TotalTaxAmt |
| Distributable Before Adj | $428,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $428,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $428,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $511,859 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $511,859 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $428,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,111 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $27,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $874 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $47,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $511,859 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $428,050 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $83,809 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $131,198 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $19,111 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $112,087 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $27,404 | ExcessFromYear2Amt |
| Excess From Year1 | $874 | ExcessFromYear1Amt |
| Excess From Current Year | $83,809 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W JAMES TRUETTNER JR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (141 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS CENTER | ||||||||
| PO BOX 1639 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| AMERICAN FARMLAND TRUST | ||||||||
| PO BOX 96982 | WASHINGTON DC | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| AMERICAN RIVERS | ||||||||
| PO BOX 96158 | WASHINGTON DC | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BARTON FOUNDATION | ||||||||
| PO BOX 529 | ZEPHYR COVE | NV | 89448 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| BATTENKILL VALLEY HEALTH CENTER | ||||||||
| PO BOX 61 | ARLINGTON | VT | 05250 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| BOULDER JUNCTION COMMUNITY FOUNDATION | ||||||||
| PO BOX 675 | BOULDER JUNCTION | WI | 54512 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| BOULDER JUNCTION PUBLIC LIBRARY | ||||||||
| PO BOX 9 | BOULDER JUNCTION | WI | 54512 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100 | |
| BOULDER JUNCTION VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 395 | BOULDER JUNCTION | WI | 54512 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BUGLES ACROSS AMERICA NFP | ||||||||
| 1824 S CUYLER AVE | BERWYN | IL | 60402 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| BURR AND BURTON ACADEMY | ||||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| CAPITAL PUBLIC RADIO | ||||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CARLETON COLLEGE | ||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | N/A | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| CASA DE AMMA | ||||||||
| 27231 CALLE ARROYO | SAN JUAN CAPISTRANO | CA | 92675 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| COLORADO COLLEGE | ||||||||
| PO BOX 1117 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| CRESTED BUTTE AVALANCHE CENTER | ||||||||
| PO BOX 2351 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE COMMUNITY SCHOOL PTSA | ||||||||
| 818 RED LADY AVE PO BOX 2723 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| CRESTED BUTTE FIRE & EMS VOLUNTEER ASSN | ||||||||
| PO BOX 1576 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE MOUNTAIN BIKE ASSOCIATION | ||||||||
| PO BOX 782 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE MOUNTAIN THEATRE | ||||||||
| PO BOX 611 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $500 | |
| CRESTED BUTTE NORDIC CENTER | ||||||||
| PO BOX 1269 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $58,060 | |
| CRESTED BUTTE SEARCH AND RESCUE | ||||||||
| PO BOX 485 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE SNOWSPORTS FOUNDATION | ||||||||
| PO BOX 56 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DAVID SHELDRICK WILDLIFE TRUST-USA | ||||||||
| 25283 CABOT ROAD SUITE 101 | LAGUNA HILLS | CA | 92653 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 | |
| DENVER BOTANIC GARDENS | ||||||||
| 909 YORK STREET | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $90 | |
| DENVER EARTH RESOURCES LIBRARY | ||||||||
| 730 17TH STREET SUITE B-1 | DENVER | CO | 80206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||||
| PO BOX 17272 | DENVER | CO | 80217 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DESIGN MUSEUM OF CHICAGO | ||||||||
| 1917 N ELSTON | CHICAGO | IL | 60642 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |
| DORSET HISTORICAL SOCIETY | ||||||||
| PO BOX 52 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DORSET VILLAGE LIBRARY | ||||||||
| PO BOX 38 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| EL DORADO COUNTY SEARCH AND RESCUE | ||||||||
| PO BOX 721 | PLACERVILLE | CA | 95667 | N/A | GOVERNMENT | GENERAL SUPPORT | $4,000 | |
| FOR GOODNESS CAKES | ||||||||
| 2118 WILSHIRE BLVD 826 | SANTA MONICA | CA | 90403 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF HAPPY RETREAT | ||||||||
| PO BOX 1427 | CHARLESTOWN | WV | 25414 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| FRIENDS OF HILDENE | ||||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| GREEN MOUNTAIN CLUB | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| GUNNISON COUNTRY FOOD PANTRY | ||||||||
| PO BOX 7077 | GUNNISON | CO | 81230 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| GUNNISON VALLEY HEALTH FOUNDATION | ||||||||
| 711 NORTH TAYLOR STREET | GUNNISON | CO | 81230 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| H3O FOUNDATION | ||||||||
| 2130 PAMPLONA CT | ESCONDITO | CA | 92025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| INCLINE VILLAGE NURSERY SCHOOL | ||||||||
| PO BOX 4396 | INCLINE VILLAGE | NV | 89450 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| JESUIT HIGH SCHOOL | ||||||||
| 1200 JACOB LANE | SACRAMENTO | CA | 95608 | N/A | SCHOOL | GENERAL SUPPORT | $10,000 | |
| JUNIOR TENNIS FUND SACRAMENTO | ||||||||
| 4013 ESPERANZA DRIVE | SACRAMENTO | CA | 95864 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| KBUT-FM | ||||||||
| PO BOX 308 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LAKE TAHOE COMMUNITY COLLEGE FOUNDATION | ||||||||
| ONE COLLEGE DRIVE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | EDUCATIONAL | $3,000 | |
| LAKE TAHOE EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 14387 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| LAKE TAHOE WILDLIFE CARE | ||||||||
| PO BOX 18530 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| LAKE VALLEY FIREFIGHTERS FOUNDATION | ||||||||
| 2211 KEETAK STREET | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| LIVING JOURNEYS | ||||||||
| PO BOX 2024 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| LIVING LANDS & WATERS | ||||||||
| 17624 ROUTE 84 N E | MOLINE | IL | 61244 | N/A | PUBLIC CHARITY | PRESERVATION OF ENVIRONMENT | $10,000 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| MANCHESTER COMMUNITY LIBRARY | ||||||||
| PO BOX 289 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MANITO ART LEAGUE | ||||||||
| PO BOX 298 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| MANITOWISH WATERS CHAMBER OF COMMERCE | ||||||||
| PO BOX 251 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MAX'S HELPING PAWS FOUNDATION | ||||||||
| 451 CANYON DEL REY BLVD | DEL RAY OAKS | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,500 | |
| MCKEE BOTANICAL GARDENS | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| MERCK FOREST & FARMLAND CENTER | ||||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| NATIONAL MS SOCIETY | ||||||||
| PO BOX 91891 | WASHINGTON DC | DC | 20090 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON DC | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||
| 2600 VIRGINIA AVENUE NW SUITE 110 | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| NORTH LAKELAND DISCOVERY CENTER | ||||||||
| PO BOX 237 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NORTHSHIRE RESCUE SQUAD | ||||||||
| PO BOX 26 | MANCHESTER CENTER | VT | 05255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| NORTHWESTERN LAKE FOREST HOSPITAL | ||||||||
| 660 N WESTMORELAND RD | LAKE FOREST | IL | 60045 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| OBERLIN COLLEGE | ||||||||
| 50 WEST LORAIN STREET | OBERLIN | OH | 44074 | N/A | PUBLIC CHARITY | EDUCATIONAL | $500 | |
| OLD ELM SCHOLARSHIP FUND | ||||||||
| 800 OLD ELM ROAD | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 | |
| ORCA | ||||||||
| 1420 SEAWAY DRIVE | FORT PIERCE | FL | 34949 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 | |
| OUR HOUSE OF HOPE | ||||||||
| 1840 INDUSTRIAL DRIVE STE 330 | LIBERTYVILLE | IL | 60048 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| PARADISE ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 531 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PEACE OF MIND DOG RESCUE | ||||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| PLACER COUNTY SHERIFF COUNCIL | ||||||||
| 6140 HORSESHOE BAR RD | LOOMIS | CA | 95650 | N/A | GOVERNMENT | GENERAL SUPPORT | $5,000 | |
| RED ARROW CAMP FOUNDATION | ||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 53202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| RUTLAND COUNTY HUMANE SOCIETY | ||||||||
| 765 STEVENS ROAD | PITTSFORD | VT | 05763 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| SACRAMENTO ZOOLOGICAL SOCIETY | ||||||||
| EAGLE LEAGUE 3930 WEST LAND PARK | SACRAMENTO | CA | 95822 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SANTA ELENA PROJECT OF ACCOMPANIMENT | ||||||||
| 192 FOREST ST | OBERLIN | OH | 44074 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| SHAKER HERITAGE SOCIETY | ||||||||
| 25 MEETING HOUSE ROAD | ALBANY | NY | 12211 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SIERRA STATE PARKS FOUNDATION | ||||||||
| PO BOX 28 | TAHOE CITY | CA | 96145 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SMOKEY HOUSE CENTER | ||||||||
| 426 DANBY MOUNTAIN ROAD | DANBY | VT | 05739 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| SOUTH TAHOE CANCER LEAGUE | ||||||||
| PO BOX 179562 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SOUTHERN VERMONT ARTS CENTER INC | ||||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| SOUTHERN VERMONT MEDICAL CENTER | ||||||||
| 100 HOSPITAL DRIVE SUITE 41 | BENNINGTON | VT | 05201 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| TAHOE ARTS PROJECT | ||||||||
| PO BOX 14281 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| TAHOE COALITION FOR THE HOMELESS | ||||||||
| PO BOX 13514 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| TAHOE MAGIC | ||||||||
| PO BOX 13070 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| TAHOE RIM TRAIL | ||||||||
| PO BOX 3267 | STATELINE | NV | 89449 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| TAHOE WOMEN'S COMMUNITY FUND | ||||||||
| PO BOX 18069 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $9,500 | |
| TAHOE YOUTH & FAMILY SERVICES | ||||||||
| 1021 FREMONT AVENUE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| TAKEACTION MINNESOTA EDUCATION FUND | ||||||||
| 705 RAYMOND AVE 100 | ST PAUL | MN | 55114 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| TAMBA | ||||||||
| PO BOX 13712 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| THE ACTORS FUND | ||||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| THE BOAT COMPANY | ||||||||
| 1200 18TH ST NW STE 900 | WASHINGTON DC | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE COMMUNITY FOOD CUPBOARD | ||||||||
| PO BOX 864 | MANCHESTER CENTER | VT | 05255 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| THE DORSET PLAYERS INC | ||||||||
| 104 CHENEY ROAD | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE KINKAID SCHOOL | ||||||||
| ADVANCEMENT OFFICE 201 KINKAID | HOUSTON | TX | 77024 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | SCHOOL DR |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 | |
| THE MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| THE SPCA FOR MONTEREY COUNTY | ||||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $8,000 | |
| THE SUGAR PINE FOUNDATION | ||||||||
| 1458 MT RAINIER DRIVE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| THE TAHOE FUND | ||||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| THE VERO BEACH DOG PARK | ||||||||
| 505 BEACHLAND BLVD STE 1-124 | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| UC DAVIS FOUNDATION | ||||||||
| 202 COUSTEAU PLACE STE 185 | DAVIS | CA | 95618 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 | |
| UNION CONGREGATIONAL CHURCH | ||||||||
| PO BOX 726 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| VERMONT FOODBANK | ||||||||
| 33 PARKER ROAD WILSON INDUSTRIAL | BARRE | VT | 05641 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | PARK |
| VERMONT LAND TRUST | ||||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |
| VERMONT WOMEN'S FUND | ||||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| VNA & HOSPICE FOUNDATION-VERO BEACH | ||||||||
| 1111 36TH STREET | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,200 | |
| VNA & HOSPICE OF THE SOUTHWEST REGION | ||||||||
| 7 ALBERT CREE DRIVE | RULAND | VT | 05701 | N/A | PUBLIC CHARITY | GENERAL SUPPOR | $500 | |
| VT DIGGER | ||||||||
| 26 STATE STREET SUITE 8 | MONTPELIER | VT | 05602 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WATERKEEPERS ALLIANCE | ||||||||
| 180 MAIDEN LANE SUITE 603 | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| WESTON PLAYHOUSE THEATRE COMPANY | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $500 | |
| WETLANDS INITIATIVE | ||||||||
| 53 WEST JACKSON BOULEVARD SUITE | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | RESTORATION OF WETLANDS | $4,000 | 1015 |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC CHARITY | EDUCATIONAL | $3,000 | |
| WOLF HAVEN INTERNATIONAL | ||||||||
| 3111 OFFUT LAKE RD SE | TENINO | WA | 98589 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| PO BOX 2518 | SANTA BARBARA | CA | 93120 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| ZION EPISCOPAL CHURCH | ||||||||
| 301 EAST CONGRESS ST | CHARLES TOWN | WV | 25414 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ANGELMAN SYNDROME FOUNDATION | ||||||||
| 4255 WESTBROOKE DRIVE STE 219 | AURORA | IL | 60504 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| APPALACHIAN VOICES | ||||||||
| 589 W KING STREET | BOONE | NC | 28607 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CHESAPEAKE BAY FOUNDATION (TRUST) | ||||||||
| 6 HERNDPN AVENUE | ANNAPOLIS | MD | 21403 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CHIMP HAVEN | ||||||||
| 13600 CHIMPANZEE PLACE | KEITHVILLE | LA | 71047 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| DIAMOND PEAK SKI | ||||||||
| 919 INCLINE WAY 32 AND 33 | INCLINE VILLAGE | NV | 89451 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,211 | |
| DORSET THEATRE FESTIVAL | ||||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| GREEN MOUNTAIN ACADEMY | ||||||||
| PO BOX 129 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| HABITAT FOR HUMANITY INTERNATIONAL | ||||||||
| 22 WEST LAMAR STREET | AMERICUS | GA | 317093543 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| INTERNATIONAL UND FOR ANIMAL WELFARE | ||||||||
| 290 SUMMER STREET | YARMOUTH | MA | 02675 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| JOURNEY HOME EQUINE RESCUE | ||||||||
| 1904 51ST DRIVE | UNION GROVE | WI | 53182 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| LAKE TAHOE SCHOOL | ||||||||
| 995 TAHOE BLVD | INCLINE VILLAGE | NV | 89451 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| MANCHESTER HISTORICAL SOCIETY | ||||||||
| PO BOX 363 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| MORRIS ANIMAL FOUNDATION | ||||||||
| 720 S COLORADO BLVD STE 174A | DENVER | CO | 80246 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| PAWSITIVE SOLUTIONS INC | ||||||||
| 7910 12TH STREET | VERO BEACH | FL | 32966 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |
| PLACERGROWN | ||||||||
| 11477 E AVENUE | AUBURN | CA | 95603 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PRESERVATION TRUST OF VERMONT | ||||||||
| 104 CHURCH STREET | BURLINGTON | VT | 05401 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| RIVERSIDE THEATRE | ||||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| TAHOE CONNECTIONS FOR FAMILIES | ||||||||
| PO BOX 3074 | INCLINE VILLAGE | NV | 89451 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE MOORINGS EDUCATIONAL FUND | ||||||||
| 100 HARBOUR DRIVE | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| USSGA | ||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $508,911 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,679 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $207,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $207,795 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,745 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,745 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS | StockNm |
| EOY Book Value | $7,322,887 | EOYBookValueAmt |
| EOYFMV | $5,854,923 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $25 | $0 | $25 |
| POSTAGE | $178 | $0 | $178 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $36,352 | Amt |
| Net Investment Income | $36,352 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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