ROBERT K AND A JOYCE JONES FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K AND A JOYCE JONES FOUNDATION INC (EIN 22-2779738)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202331359349103578
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T12:25:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | 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 | 222779738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K & AJOYCE JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 8022971329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TIM JONES 603 1ST AVE STE 1B | AddressLine1Txt |
| City | RARITAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08869 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY JONES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8022971329 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIMOTHY | PersonFirstNm |
| Person Last | JONES | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | JOSEPH R BODAN TAX PARTNER | PreparerPersonNm |
| PTIN | P00365043 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,469,467 | 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 |
| Interest On Sav Rev And Expnss | $320 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $320 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $79,967 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,065 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,065 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $85,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $85,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $90,365 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,398 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,752 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Investments BOY | $1,412,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,401,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,469,467 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,412,256 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,401,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,469,467 | 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 | $1,412,256 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,401,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,412,256 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,412,256 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,401,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,412,256 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,398 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,401,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,401,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO | 2021-12-10 | 2022-12-05 | $1,138 | $1,313 | -$175 | -$175 | |
| GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO | 2021-12-30 | 2022-12-05 | $8,502 | $9,789 | -$1,287 | -$1,287 | |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | 2021-12-14 | 2022-12-05 | $20,072 | $18,476 | $1,596 | $1,596 | |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | 2021-12-20 | 2022-12-05 | $1,391 | $1,548 | -$157 | -$157 | |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | 2022-03-30 | 2022-12-05 | $1,354 | $1,528 | -$174 | -$174 | |
| GS HIGH YIELD FLOATING RATE FUND | 2013-12-23 | 2022-12-05 | $33,000 | $36,665 | -$3,665 | -$3,665 | |
| GS TAX-ADVANTAGED GLOBAL EQUITY PORTFOLIO | 2017-08-04 | 2022-12-05 | $23,860 | $18,375 | $5,485 | $5,485 | |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | 2020-12-14 | 2022-12-05 | $9,028 | $8,832 | $196 | $196 | |
| GS U.S. EQUITY DIVIDEND AND PREMIUM FUND | 2020-12-18 | 2022-12-05 | $1,655 | $1,632 | $23 | $23 | |
| CAPITAL GAINS DIVIDENDS | $28,780 | $28,780 | $28,780 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,622 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,067 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,067 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,067 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $980 | 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 | $980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $87 | TaxDueAmt |
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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | TIMOTHY JONES | IndividualWithBooksNm |
| Phone | 8022971329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 1ST AVE STE 1B | AddressLine1Txt |
| City | RARITAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08869 | 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 |
|---|---|---|---|---|---|---|---|---|
| A JOYCE JONES | ||||||||
| 603 FIRST AVE | RARITAN | NJ | 08869 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAIL KOEHN | ||||||||
| 603 FIRST AVE | RARITAN | NJ | 08869 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TIMOTHY E JONES | ||||||||
| 603 FIRST AVE | RARITAN | NJ | 08869 | DIRECTOR | 1.00 | $0 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,593,287 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,593,287 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,593,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,569,388 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $78,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $78,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,067 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,067 | TotalTaxAmt |
| Distributable Before Adj | $77,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,402 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $87,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $27,614 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,588 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $87,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $77,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,748 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $83,205 | 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 | $3,219 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,986 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,136 | ExcessFromYear4Amt |
| Excess From Year3 | $27,614 | ExcessFromYear3Amt |
| Excess From Year2 | $17,900 | ExcessFromYear2Amt |
| Excess From Year1 | $6,588 | ExcessFromYear1Amt |
| Excess From Current Year | $9,748 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | ||||||||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $7,000 | |||||
| APPALACIAN TRAIL CONSERVANCY | ||||||||||||
| 4 EAST 1ST STREET | BOILING SPRINGS | PA | 17007 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $300 | |||||
| BOY SCOUTS OF AMERICA | ||||||||||||
| PO BOX 152079 | IRVING | TX | 75015 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| BOYS AND GIRLS CLUB | ||||||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $4,000 | |||||
| CATAMOUNT TRAIL ASSOCIATION | ||||||||||||
| 1 MILL STREET 350 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| CHAPEL OF THE SNOWS | ||||||||||||
| PO BOX 367 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| CORNELL LAB OF ORINTHOLOGY | ||||||||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $250 | |||||
| COVENANT HOUSE | ||||||||||||
| 55010TH AVE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $6,000 | |||||
| DENVER ZOOOLOICAL SOCIETY | ||||||||||||
| 2300 N STEELE ST | DENEVER | CO | 80205 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $5,000 | |||||
| FRESH AIR FUND | ||||||||||||
| 633 THIRD AVE | NEW YORK | NY | 10117 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 | |||||
| FRIENDS OF HILDENE | ||||||||||||
| 1007 HILDENE RD | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 | |||||
| GRACE COTTAGE FOUNDATION | ||||||||||||
| 185 GRAFTON ROAD | TOWNSEND | VT | 05353 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $11,000 | |||||
| GREEN MOUNTAIN ACADEMY | ||||||||||||
| 87 MEADOW LANE | DORSET | VT | 05251 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE | $500 | |||||
| GREEN MOUNTAIN CLUB | ||||||||||||
| 4711 WATERBURY-STOWE RD | WATERBURY CTR | VT | 05677 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $250 | |||||
| GUIDE DOG FUND FOR THE BLIND | ||||||||||||
| 371 E JERICHO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $6,000 | |||||
| KENYA DRYLANDS EDUCATION FUND | ||||||||||||
| 535 PROSPECT STREET | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $3,000 | |||||
| LONDONDERRY VOLUNTEER RESCUE SQUAD | ||||||||||||
| PO BOX 911 | LONDONDERRY | VT | 05148 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| MANCHESTER MUSIC FESTIVAL | ||||||||||||
| 42 DILLINGHAM AVE | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| MERCK FOREST & FARMLAND CENTER | ||||||||||||
| PO BOX 86 3270 ROUTE 315 | RUPERT | VT | 05768 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| MOUNTAIN SCHOOL OF WINHALL | ||||||||||||
| 9 SCHOOL ROAD | BONDVILLE | VT | 05340 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT | $5,000 | |||||
| PLANNED PARENTHOOD | ||||||||||||
| PO BOX 97166 | WACHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $7,500 | |||||
| QUEENS UNIVERSITY | ||||||||||||
| NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | 99 UNIVERSITY AVENUE | KINGSTON | ONTARIO | CA | K7L3N6 | ||||
| SALVATION ARMY | ||||||||||||
| 22 WALES STREET | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| SOUTHERN VERMONT ARTS CENTER | ||||||||||||
| 930 SO VERMONT ARTS CTR DRIVE | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 | |||||
| SPECIAL OLYMPICS | ||||||||||||
| 410 17TH STREET | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 | |||||
| STRATTON MOUNTAIN VOLUNTEER FIRE | ||||||||||||
| 5 BRAZERS WAY | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| THE STRATTON FOUNDATION | ||||||||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| TYLER E JONES ART SCHOLARSHIP FUND | ||||||||||||
| 603 1ST AVE | RARITAN | NJ | 08869 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $10,000 | |||||
| VERMONT CENTER FOR ECOSTUDIES | ||||||||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $4,000 | |||||
| WINHALL FIRE DEPARTMENT | ||||||||||||
| 115 VERMONT RTE | BONDVILLE | VT | 05340 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| WOUNDED WARRIORS | ||||||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $85,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $320 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,025 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,622 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $79,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $79,967 | 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 | $4,300 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS MONEY MARKET | FMV | $26,192 | $26,192 |
| GS US EQUITY DIV & PREMIUM FUND | FMV | $338,378 | $395,743 |
| GS HIGH YIELD FLOATING RATE FUND | FMV | $629,234 | $553,141 |
| GS GLOBAL EQUITY DEV & PREMIUM FUND | FMV | $408,054 | $494,391 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $1,065 | Amt |
| Net Investment Income | $1,065 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments