BETA

PREVOT FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PREVOT FAMILY FOUNDATION INC (EIN 54-1993738)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-06
IRS object ID
202343109349100719
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)
Return2023-11-06T09:33:20-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521348220PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHERMAN & SHERMAN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11122 KENILWORTH DRIVE SUITE 303AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541993738EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PREVOT FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPREVBusinessNameControlTxt
Phone7178802255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13534 BAYLEY-HAZEN ROADAddressLine1Txt
CityEAST HARDWICKCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05836ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROGER PREVOTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4102447599PhoneNum
Signature2023-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROGERPersonFirstNm
Person LastPREVOTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVALERIE ARTHUR CPAPreparerPersonNm
PTINP00010081PTIN
Phone4108281700PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$2,110,587FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$35,920DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,920DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$77,716NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$111,732GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,716CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,636TotalRevAndExpnssAmt
Total Net Invst Incm$113,636TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$115,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$115,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$117,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$115,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,064ExcessRevenueOverExpensesAmt
Net Investment Income$113,636NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$21,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,192SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,192SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$809,380CorporateStockBOYAmt
Corporate Stock EOY$810,976CorporateStockEOYAmt
Corporate Stock EOYFMV$2,094,395CorporateStockEOYFMVAmt
Total Assets BOY$831,232TotalAssetsBOYAmt
Total Assets EOY$827,168TotalAssetsEOYAmt
Total Assets EOYFMV$2,110,587TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$870,584CapitalStockBOYAmt
Capital Stock EOY$870,584CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$39,352RetainedEarningBOYAmt
Retained Earning EOY-$43,416RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$831,232TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$827,168TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$831,232TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$827,168TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$831,232TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,064ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$827,168SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$827,168TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property300 SHS VNGRD 500 IDX ADMLPropertyDesc
How AcquiredDHowAcquiredCd
Sold2022-11-25SoldDt
Gross Sales Price$111,732GrossSalesPriceAmt
Cost Or Other Basis$34,016CostOrOtherBasisAmt
Gain Or Loss$77,716GainOrLossAmt
Gains Minus Excess Or Losses$77,716GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$77,716CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,580InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,580SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,580TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,360EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,360TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,780OverpaymentAmt
Applied To ES Tax$2,780AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROGER AND MARGARET PREVOT TRUSTEESIndividualWithBooksNm
Phone7178802255PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13534 BAYLEY-HAZEN ROADAddressLine1Txt
CityEAST HARDWICKCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05836ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROGER M PREVOT
3534 BAYLEY-HAZEN ROADEAST HARDWICKVT05836TRUSTEE0.00$0$0$0
MARGARET M PREVOT
3534 BAYLEY-HAZEN ROADEAST HARDWICKVT05836TRUSTEE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,308,878AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,708AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,329,586TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,329,586AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,944CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,294,642NetVlNoncharitableAssetsAmt
Minimum Investment Return$114,732MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$114,732MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,580TaxBasedOnInvestmentIncomeAmt
Total Tax$1,580TotalTaxAmt
Distributable Before Adj$113,152DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$113,152DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$113,152DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$115,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$115,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$113,152DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$2,403ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,114ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,517TotalExcessDistributionCyovAmt
Qualifying Distributions$115,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$113,152AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,048RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$7,565TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,565ExcessDistriCyovToNextYrAmt
Excess From Year3$2,403ExcessFromYear3Amt
Excess From Year1$3,114ExcessFromYear1Amt
Excess From Current Year$2,048ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROGER M PREVOTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
APEX FOR YOUTH
195 CHRYSTIE STREET 200NEW YORKNY10002NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$2,000
AWARE
PO BOX 307HARDWICKVT05843NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$5,000
BEND REVITALIZATION INITIATIVE
PO BOX 14GREENSBORO BENDVT05842NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$3,000
BURKE MOUNTAIN ACADEMY
60 ALPINE LANEEAST BURKEVT05832NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$2,000
BURKE MOUNTAIN ACADEMY
60 ALPINE LANEEAST BURKEVT05832NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$20,000
CENTER FOR AN AGRICULTURAL ECONOMY
PO BOX 422HARDWICKVT05843NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$15,000
COOPERATIVE DEVELOPMENT INSTITUTE
PO BOX 1051NORTHAMPTONMA01061NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$10,000
CRAFTSBURY COMMUNITY CARE CENTER
1784 EAST CRAFTSBURY ROADCRAFTSBURYVT05826NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
CRAFTSBURY PUBLIC LIBRARY
PO BOX 74CRAFTSBURY COMMONVT05827NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$2,000
CRAFTSBURY SAPLINGS
PO BOX 87CRAFTSBURYVT05826NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
EAST HARDWICK NEIGHBORHOOD ORGANIZATION
188 MAIN STREETEAST HARDWICKVT05836NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$2,000
HARDWICK AREA FOOD PANTRY INC
PO BOX 1075HARDWICKVT05843NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$20,000
HARDWICK TRAILS
HARDWICK TRAILS BOX 233HARDWICKVT05843NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$3,000
NEW ENGLAND NORDIC SKI ASSOCIATION
39 PINELAND DRIVE SUITE 31ANEW GLOUCESTERME04260NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
NOBLE & GREENOUGH SCHOOL
CAMPUS DRIVEDEDHAMMA02026NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
RURAL ARTS COLLABORATIVE INC (FKA WONDER ARTS AND WONDER & WISDOM)
PO BOX 300GREENSBOROVT05841NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$15,000
SALVATION FARMS
PO BOX 1174MORRISVILLEVT05661NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
STRIDE - THE WRIGHT FOUNDATION FOR FEMALE ATHLETES
PO BOX 647E MIDDLEBURYVT05740NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$3,000
TUCK SCHOOL OF BUSINESS DARTMOUTH COLLEGE
6066 DEVELOPMENT OFFICEHANOVERNH03755NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
VERMONT PUBLIC RADIO
365 TROY AVENUECOLCHESTERVT05446NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,200
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$1,000
YMCA CAMP MENOGYN
PO BOX 1450MINNEAPOLISMN55485NONEPUBLICLY SUPPORTEDCONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$115,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$35,920ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$77,716ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$113,636ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,636TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TOTAL STOCK MKT IDX ADM$727,123$1,886,619
500 INDEX FUND ADM$83,853$207,776

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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