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THE ORVIS CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE ORVIS CHARITABLE FOUNDATION (EIN 83-1437443)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202331319349101738
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-11T12:41:42-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831437443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Orvis Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlORVIBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSIMON PERKINSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSIMONPersonFirstNm
Person LastPERKINSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$858,802FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$851,360ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,233InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,233InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$852,593TotalRevAndExpnssAmt
Total Net Invst Incm$1,233TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$10TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,798OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$8,798OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,808TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,798TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$198,051ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$198,051ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,859TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$206,849TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$645,734ExcessRevenueOverExpensesAmt
Net Investment Income$1,233NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$213,068SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$858,802SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$858,802SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$213,068TotalAssetsBOYAmt
Total Assets EOY$858,802TotalAssetsEOYAmt
Total Assets EOYFMV$858,802TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$213,068RetainedEarningBOYAmt
Retained Earning EOY$858,802RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$213,068TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$858,802TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$213,068TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$858,802TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$213,068TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$645,734ExcessRevenueOverExpensesAmt
Subtotal$858,802SubtotalAmt
Tot Net Ast Or Fund Balances EOY$858,802TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17InvestmentIncomeExciseTaxAmt
Subtotal$17SubtotalAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$17TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSimon PerkinsPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, Pres, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$295,266AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$295,266TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$295,266AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,429CashDeemedCharitableAmt
Net Vl Noncharitable Assets$290,837NetVlNoncharitableAssetsAmt
Minimum Investment Return$14,542MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$14,542MinimumInvestmentReturnAmt
Tax Based On Investment Income$17TaxBasedOnInvestmentIncomeAmt
Total Tax$17TotalTaxAmt
Distributable Before Adj$14,525DistributableBeforeAdjAmt
Distributable Before Ded$14,525DistributableBeforeDedAmt
Distributable As Adjusted$14,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$206,849ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$206,849QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,525DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr4$7,600ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,475ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$67,909ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$150,733ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$272,717TotalExcessDistributionCyovAmt
Qualifying Distributions$206,849QualifyingDistributionsAmt
Applied To Current Year$14,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$192,324RemainingDistriFromCorpusAmt
Total Corpus$465,041TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$465,041ExcessDistriCyovToNextYrAmt
Excess From Year4$7,600ExcessFromYear4Amt
Excess From Year3$46,475ExcessFromYear3Amt
Excess From Year2$67,909ExcessFromYear2Amt
Excess From Year1$150,733ExcessFromYear1Amt
Excess From Current Year$192,324ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
1960 COMMUNITY HOPE CENTER
821 PEAKWOOD DRHOUSTONTX77090N/APCGeneral & Unrestricted$100
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
75 TALCOTT RD STE 40WILLISTONVT05495N/APCGeneral & Unrestricted$100
AMERICAN HEART ASSOCIATION INC - WESTERN MICHIGAN
3940 PENINSULAR DR SE STE 180GRAND RAPIDSMI49546N/APCGeneral & Unrestricted$100
BENNINGTON COUNTY HUMANE SOCIETY INC - SECOND CHAN
1779 RTE 7AARLINGTONVT05250N/APCCharitable Event$2,500
BURR & BURTON ACADEMY
PO BOX 498MANCHESTERVT05254N/APCGeneral & Unrestricted$3,000
CAPTAINS FOR CLEAN WATER INC
2031 JACKSON ST STE 150FORT MYERSFL33901N/APCCaptains for Clean Water Hurricane Ian Relief Fund$15,000
CASTING FOR RECOVERY INC
109 E OAK ST STE 1GBOZEMANMT59715N/APCCfR Diversity, Equity, and Inclusion Initiative$15,000
CHICAGO COMMUNITY FOUNDATION
33 S STATE ST STE 750CHICAGOIL60603N/APCThe Maddie Fund$100
DORSET PLAYERS INC
PO BOX 521DORSETVT05251N/APCCharitable Event$250
FRIENDS OF THE UPPER DELAWARE RIVER
158 E FRONT STHANCOCKNY13783N/APCCharitable Event$3,300
GENERAL BREED FUND
PO BOX 373PITTSFORDVT05763N/APCGeneral & Unrestricted$100
HUMANE SOCIETY OF CHITTENDEN COUNTY
142 KINDNESS CTS BURLINGTONVT05403N/APCGeneral & Unrestricted$100
HUMBLE HUSTLE COMPANY INC
2750 HOOVER ST NWROANOKEVA24017N/APCCharitable Event$3,500
JACKSON HEALTH FOUNDATION INC
1500 NW 12TH AVE STE 1117MIAMIFL33136N/APCMiami Transplant Institute$100
NORTHSHIRE CIVIC CENTER INC
410 HUNTER PARK RD PO BOX 835MANCHESTERVT05255N/APCRiley Rink$999
NORTHSHIRE CIVIC CENTER INC
410 HUNTER PARK RD PO BOX 835MANCHESTERVT05255N/APCCharitable Event$500
NORTHSHIRE DAY SCHOOL INC
5484 MAIN STMANCHESTR CENTERVT05255N/APCGeneral & Unrestricted$7,500
OREGON WILDLIFE HERITAGE FOUNDATION
2337 NW YORK STPORTLANDOR97210N/APCBrown Folks Fishing Salmon & Steelhead Camp$10,000
PARKINSONS FOUNDATION INC
200 SE 1ST ST STE 800MIAMIFL33131N/APCGeneral & Unrestricted$100
PETFINDER FOUNDATION
4729 E SUNRISE DR 119TUCSONAZ85718N/APCGeneral & Unrestricted$35,000
PHEASANTS FOREVER INC
1783 BUERKLE CIRSAINT PAULMN55110N/APCGeneral & Unrestricted$2,902
REEL RECOVERY INC
160 BROOKSIDE RDNEEDHAMMA02492N/APCCharitable Event$2,500
SHEJUMPS
4760 S HIGHLAND DR STE 209SALT LAKE CITYUT84117N/APCCharitable Event$22,000
SHELTER RESCUE PROJECT INC
2655 BEAVER CREEK LNAIKENSC29803N/APCGeneral & Unrestricted$100
SOUTHWESTERN VERMONT MEDICAL CENTER INC
100 HOSPITAL DRBENNINGTONVT05201N/APCCommunity Business Partnership$2,500
ST JUDE CHILDRENS RESEARCH HOSPITAL INC
501 ST JUDE PLMEMPHISTN38105N/APCGeneral & Unrestricted$100
ST PETERS HOSPITAL FOUNDATION INC
310 S MANNING BLVDALBANYNY12208N/APCGeneral & Unrestricted$100
SUSAN G KOMEN BREAST CANCER FOUNDATION
13770 NOEL ROAD STE 801889DALLASTX75380N/APCCharitable Event$2,500
THE CONSERVATION FUND A NONPROFIT CORPORATION
1655 N FORT MYER DR STE 1300ARLINGTONVA22209N/APCSponsorship for the Pedro Bay Rivers project$25,000
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER RD STE 625PALMETTO BAYFL33157N/APCEverglades Restoration$30,000
THE FEDERATED CHURCH OF EAST ARLINGTON
102 ICE POND RDARLINGTONVT05250N/APCGeneral & Unrestricted$100
THE NATURE CONSERVANCY - VERMONT CHAPTER
575 STONE CUTTERS WAYMONTPELIERVT05602N/APCGeneral & Unrestricted$100
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC
529 14TH ST NW STE 500WASHINGTONDC20045N/APCGeneral & Unrestricted$5,000
THEODORE ROOSEVELT CONSERVATION PARTNERSHIP INC
529 14TH ST NW STE 500WASHINGTONDC20045N/APCCharitable Event$5,000
VERMONT GREEN UP INC
PO BOX 1191MONTPELIERVT05601N/APCCharitable Event$1,000
VERMONT YOUTH CONSERVATION CORPS INC
1949 E MAIN STRICHMONDVT05477N/APCWater Quality Sponsorship$1,500
VNA & HOSPICE OF THE SOUTHWEST REGION INC
7 ALBERT CREE DRRUTLANDVT05701N/APCGeneral & Unrestricted$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$198,051TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,233ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,233ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,233TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonThe Orvis Company IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1178 Conservation WayAddressLine1Txt
CitySunderlandCityNm
State AbbreviationVTStateAbbreviationCd
ZIP052504465ZIPCd
FieldValueIRS element (for citing)
Total Contributions$851,360TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs 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, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $198,051. This amount represents 25% or more of the Foundation's net assets of $213,068 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2022. 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 (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$8,098$8,098
Foundation Dues & Memberships$675$675
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2021CategoryTxt
Amt$10Amt

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