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VINEYARD FAMILY FOUNDATION 313-74D01: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
VINEYARD FAMILY FOUNDATION 313-74D01 (EIN 62-6365986)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-25
IRS object ID
202302989349101250
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)
Return2023-10-25T16:35:17-05:00ReturnTs
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)
EIN626365986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Vineyard Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlVINEBusinessNameControlTxt
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)
PersonAndrew VineyardPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-10-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstAndrewPersonFirstNm
Person LastVineyardPersonLastNm
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$2,022,388FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$173InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$173InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$73,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$73,574DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$177,451NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,490,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$496,296TotalRevAndExpnssAmt
Total Net Invst Incm$73,747TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,601OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,601OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,726OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$30OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,696OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$26,327TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,631TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,696TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,789ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,789ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,116TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,631TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,485TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$426,180ExcessRevenueOverExpensesAmt
Net Investment Income$59,116NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$57,663SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,005SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,005SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,567,259CorporateStockBOYAmt
Corporate Stock EOY$1,969,097CorporateStockEOYAmt
Corporate Stock EOYFMV$1,940,383CorporateStockEOYFMVAmt
Total Assets BOY$1,624,922TotalAssetsBOYAmt
Total Assets EOY$2,051,102TotalAssetsEOYAmt
Total Assets EOYFMV$2,022,388TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,624,922RetainedEarningBOYAmt
Retained Earning EOY$2,051,102RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,624,922TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,051,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,624,922TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,051,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,624,922TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$426,180ExcessRevenueOverExpensesAmt
Subtotal$2,051,102SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,051,102TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$3,490,666GrossSalesPriceAmt
Cost Or Other Basis$3,668,117CostOrOtherBasisAmt
Gain Or Loss-$177,451GainOrLossAmt
Gains Minus Excess Or Losses-$177,451GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$177,451CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$822InvestmentIncomeExciseTaxAmt
Subtotal$822SubtotalAmt
Tax Based On Investment Income$822TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$61EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$800ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$861TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$39OverpaymentAmt
Applied To ES Tax$39AppliedToESTaxAmt

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 EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Andrew Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Pres1.0$0$0$0
Grace Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Mark Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Scott Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Treas1.0$0$0$0
William R Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Sec1.0$0$0$0
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$1,745,246AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,790AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,820,036TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,820,036AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,301CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,792,735NetVlNoncharitableAssetsAmt
Minimum Investment Return$89,637MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$89,637MinimumInvestmentReturnAmt
Tax Based On Investment Income$822TaxBasedOnInvestmentIncomeAmt
Total Tax$822TotalTaxAmt
Distributable Before Adj$88,815DistributableBeforeAdjAmt
Distributable Before Ded$88,815DistributableBeforeDedAmt
Distributable As Adjusted$88,815DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,485ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$54,485QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$88,815DistributableAsAdjustedAmt
Undistributed Income PY$52,184UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$54,485QualifyingDistributionsAmt
Applied To Year1$52,184AppliedToYear1Amt
Applied To Current Year$2,301AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$86,514UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGrace VineyardContributingManagerNm
Contributing ManagerWilliam R VineyardContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION
360 E CORONADO RD STE 140PHOENIXAZ85004N/APCCaregiver Skills Training Program$2,600
ARIZONA COLLEGIATE ROWING FOUNDATION
PO BOX 10373PHOENIXAZ85064N/APCRowing Club at Arizona State University - funds for the maintenance and repair of the boats and equipment$500
ARIZONA HELPING HANDS
3110 E THUNDERBIRD RD STE 100PHOENIXAZ85032N/APCGeneral & Unrestricted$500
ASSOCIATION OF GRADUATES OF THE UNITED STATES MILI
698 MILLS RDWEST POINTNY10996N/APCGeneral & Unrestricted$1,000
ASSOCIATION OF THE FREE LIBRARY & READING RM ROWAY
33 HIGHLAND AVENORWALKCT06853N/APCGeneral & Unrestricted$1,689
BOYS & GIRLS CLUB OF HENDERSON COL HENDERSONVILLE
1304 ASHE STHENDERSONVLLENC28792N/APCGeneral & Unrestricted$1,000
CHILDREN & FAMILY RESOURCE CENTER OF HENDERSON COU
851 CASE STHENDERSONVLLENC28792N/APCGeneral & Unrestricted$2,500
FAIRFIELD COUNTYS COMMUNITY FOUNDATION INC
40 RICHARDS AVENORWALKCT06854N/APCFund for Women and Girls$5,000
HENDERSON COUNTY FREE MEDICAL CLINIC INC
841 CASE STHENDERSONVLLENC28792N/APCGeneral & Unrestricted$2,500
HENDERSONVILLE SYMPHONY ORCHESTRA INC
PO BOX 1811HENDERSONVLLENC28793N/APCGeneral & Unrestricted$1,000
MOUNT VERNON LADIES ASSOCIATION OF THE UNION
GEORGE WASHINGTON ESTATE PO BOX 11MOUNT VERNONVA22121N/APCFor the upkeep of Mt Vernon$500
NATIONAL MULTIPLE SCLEROSIS SOCIETY
5025 E WASHINGTON ST STE 102PHOENIXAZ85034N/APCBike MS Arizona Expo fund$1,000
PARDEE MEMORIAL HOSPITAL FOUNDATION INC
561 FLEMING STHENDERSONVLLENC28739N/APCGeneral & Unrestricted$1,000
PARENT BOOSTER USA INC - SENATORS SUCCESS FUND INC
PO BOX 75NORWALKCT06853N/APCSenators' Success Fund of Brien McMahon High School$5,000
PHOENIX CHILDRENS HOSPITAL FOUNDATION
2929 E CAMELBACK RD STE 122PHOENIXAZ85016N/APCIgnite Hope program$500
READING IS FUNDAMENTAL OF NORTHERN VIRGINIA INC
PO BOX 7012ARLINGTONVA22207N/APCCharitable Event$6,500
READING IS FUNDAMENTAL OF NORTHERN VIRGINIA INC
PO BOX 7012ARLINGTONVA22207N/APCOct gala fund$3,000
ST ELIZABETH MISSION SOCIETY INC
PO BOX 86ALLEGANYNY14706N/APCPorzincola Farm$500
TECHNICAL ASSISTANCE PARTNERSHIP OF ARIZONA
2929 N CENTRAL AVE STE 1550PHOENIXAZ85012N/APCArizona Falls Prevention Coalition TAP/AZ$500
VALLEY OF THE SUN YOUNG MENS CHRISTIAN ASSOCIATION
350 N 1ST AVEPHOENIXAZ85003N/APCParadise Valley Branch, Scottsdale/Paradise Valley YMCA$2,000
YOUNG PLAYWRIGHTS THEATER INC
6925 WILLOW ST NW STE LL 230WASHINGTONDC20012N/APCYPT SAFER Program$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,789TotalGrantOrContriPdDurYrAmt

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$173ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,574ExclusionAmt
FieldValueIRS element (for citing)
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 Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$177,451ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$103,704ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$103,704TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Andrew Vineyard CLAT
1c/o A Vineyard 1085 Highland AveRowaytonCT06853$200,000Yes (X)
Mark Vineyard CLAT
2c/o Mark Vineyard 302 Blair CourtViennaVA22180$200,000Yes (X)
Scott Vineyard CLAT
3c/o S Vineyard 6315 E Aster DrScottsdaleAZ85254$200,000Yes (X)

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EQUITY DIVIDEND FUND$147,250$149,183
DELAWARE SMALL CAP CORE FUND I$82,200$76,425
EDGEWOOD GROWTH FUND INSTI$114,400$90,394
GOLDMAN SACHS GQG PARTNERS INT$127,682$130,604
ISHARES BARCLAYS US TREASURY B$98,919$97,264
ISHARES BROAD USD HIGH YIELD C$20,461$19,648
ISHARES CORE MSCI EAFE ETF$105,950$121,369
ISHARES TRUST RUSSELL 1000 GRO$308,545$282,798
ISHARES TRUST RUSSELL 1000 VAL$275,814$302,694
MFS VALUE I$157,008$149,296
OAKMARK INTERNATIONAL FUND$92,393$102,518
SCHWAB U.S. SMALL-CA$42,390$40,064
T. ROWE PRICE EMERGING MARKETS$195,516$179,511
VANGARD RUSSELL 1000 GROWTH$102,960$103,074
VANGUARD INTERMEDIATE TERM COR$60,707$58,210
VANGUARD MORTGAGE-BACKED SEC I$17,615$17,980
VANGUARD TOTAL INTL BD IDX ETF$19,287$19,351

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,696$10,696
Bank Charges$30$30

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$14,601Amt
Net Investment Income$14,601NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2021CategoryTxt
Amt$1,000Amt

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