W JAMES AND JANE K TRUETTNER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- W JAMES AND JANE K TRUETTNER FOUNDATION (EIN 36-3499982)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202201329349101870
- Schema version
- 2020v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T12:04:16-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2022-05-07 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C SCOTT MOULDEN | PreparerPersonNm |
| PTIN | P00194656 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Preparation | 2022-05-07 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,088,130 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,979,917 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,823 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,823 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,604,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,761,217 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,604,587 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,614,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,634,410 | 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 | $7,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,703 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,703 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,529 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,506 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,274 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,856 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $276,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,301,471 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,616,707 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,669 | CashBOYAmt |
| Cash EOY | $56,515 | CashEOYAmt |
| Cash EOYFMV | $56,515 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,342,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,661,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,661,075 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,590,535 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,543,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,370,540 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,959,310 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,260,781 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,088,130 | 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 | $3,959,310 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,260,781 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,959,310 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,260,781 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,959,310 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,260,781 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,959,310 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,301,471 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,260,781 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,260,781 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 32600 SHS GRIFOLS SA | 2002-12-26 | 2020-12-16 | $623,511 | $68,277 | $555,234 | $555,234 |
| 1000 SHS ADOBE SYSTEMS INC | 2015-06-24 | 2020-12-15 | $474,410 | $84,312 | $390,098 | $390,098 |
| 10000 SHS FASTENAL CO | 1989-04-19 | 2020-12-15 | $495,551 | $1,847 | $493,704 | $493,704 |
| 1100 SHS IDEXX LABORATORIES INC | 2005-07-29 | 2020-12-15 | $500,093 | $22,192 | $477,901 | $477,901 |
| 1000 SHS TRANSDIGM GROUP INC | 2009-11-20 | 2020-12-15 | $602,752 | $602,752 | $602,752 | |
| 875 SHS SLACK TECHNOLOGIES INC | 2020-05-08 | 2020-12-04 | $37,793 | $27,139 | $10,654 | $10,654 |
| 875 SHS SLACK TECHNOLOGIES INC | 2020-05-08 | 2020-12-02 | $37,078 | $27,139 | $9,939 | $9,939 |
| 440 SHS VONTIER ORD | 2016-12-22 | 2020-10-29 | $12,679 | $8,913 | $3,766 | $3,766 |
| 500 SHS WEX INC | 2011-01-11 | 2020-10-27 | $74,091 | $25,644 | $48,447 | $48,447 |
| 75000 SHS US TREASURY 1.625% 10/15/20 | 2019-08-26 | 2020-10-19 | $75,000 | $74,936 | $64 | $64 |
| 250 SHS COUPA SOFTWARE INC COM | 2020-05-04 | 2020-09-15 | $60,895 | $44,056 | $16,839 | $16,839 |
| 200 SHS DOCUSIGN INC | 2020-02-27 | 2020-09-11 | $42,390 | $16,996 | $25,394 | $25,394 |
| 200 SHS SALESFORCE.COM INC | 2016-10-05 | 2020-09-11 | $49,816 | $13,553 | $36,263 | $36,263 |
| 10000 SHS SPDR PORTFOLIO AGGREGATE BOND ETF | 2018-08-30 | 2020-03-23 | $275,115 | $287,720 | -$12,605 | -$12,605 |
| 12000 SHS SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 2018-09-21 | 2020-03-23 | $332,563 | $366,310 | -$33,747 | -$33,747 |
| 2200 SHS GLACIER BANCORP INC | 2017-11-02 | 2020-03-19 | $67,480 | $87,596 | -$20,116 | -$20,116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,604,587 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $36,372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $36,372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $36,372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,240 | 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 | $8,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $28,132 | 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 | IL | 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 | 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 | $4,162,291 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,636,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,798,825 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,798,825 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,711,843 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $285,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $285,592 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $36,372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $36,372 | TotalTaxAmt |
| Distributable Before Adj | $249,220 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $249,220 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $249,220 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $276,624 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $276,624 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $276,624 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $19,111 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $19,111 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $276,624 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,220 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $46,515 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,515 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $19,111 | ExcessFromYear3Amt |
| Excess From Current Year | $27,404 | 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 (115 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 | $500 | |
| AMERICAN RIVERS | ||||||||
| PO BOX 96158 | WASHINGTON DC | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BATTENKILL VALLEY HEALTH CENTER | ||||||||
| PO BOX 61 | ARLINGTON | VT | 05250 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| 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 | $1,500 | |
| BUGLES ACROSS AMERICA NFP | ||||||||
| 1824 S CUYLER AVE | BERWYN | IL | 60402 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| BURR AND BURTON ACADEMY | ||||||||
| PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| CAMP OKIZU | ||||||||
| 824 COWAN ROAD | BURLINGAME | CA | 94010 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| CAPITAL PUBLIC RADIO | ||||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | N/A | GENERAL SUPPORT | $500 | ||
| 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 | $1,000 | |
| CLEVELAND CLINIC INDIAN RIVER FOUNDATION | ||||||||
| 1000 37TH PL SUITE 101 | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |
| COLORADO COLLEGE | ||||||||
| PO BOX 1117 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| COMMUNITY HOSPITAL OF MONTEREY PENINSULA | ||||||||
| 40 RYAN COURT STE 200 | MONTEREY | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE AVALANCHE CENTER | ||||||||
| PO BOX 2351 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $705 | |
| CRESTED BUTTE COMMUNITY SCHOOL PTSA | ||||||||
| 818 RED LADY AVE PO BOX 2723 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| CRESTED BUTTE FIRE & EMS VOLUNTEER ASSN | ||||||||
| PO BOX 1576 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| CRESTED BUTTE MOUNTAIN BIKE ASSOCIATION | ||||||||
| PO BOX 782 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $705 | |
| CRESTED BUTTE MOUNTAIN THEATRE | ||||||||
| PO BOX 611 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $250 | |
| CRESTED BUTTE NORDIC CENTER | ||||||||
| PO BOX 1269 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 | |
| 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 | $5,000 | |
| 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 | $1,000 | |
| 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 | $15,000 | |
| DIABETES YOUTH FAMILIES | ||||||||
| 5167 CLAYTON RD SUITE F | CONCORD | CA | 94521 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| DORSET HISTORICAL SOCIETY | ||||||||
| PO BOX 52 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| DORSET VILLAGE LIBRARY | ||||||||
| PO BOX 38 | DORSET | VT | 05251 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| EL DORADO COUNTY SEARCH AND RESCUE | ||||||||
| PO BOX 721 | PLACERVILLE | CA | 95667 | N/A | GOVERNMENT | GENERAL SUPPORT | $1,000 | |
| FOR GOODNESS CAKES | ||||||||
| 2118 WILSHIRE BLVD 826 | SANTA MONICA | CA | 90403 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| FRIENDS OF HAPPY RETREAT | ||||||||
| PO BOX 1427 | CHARLESTOWN | WV | 25414 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| FRIENDS OF HILDENE | ||||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,500 | |
| GLOBALGIVING | ||||||||
| 1110 VERMONT AVENUE NW SUITE 550 | WASHINGTON DC | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| 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 | $5,000 | |
| GUNNISON VALLEY HEALTH FOUNDATION | ||||||||
| 711 NORTH TAYLOR STREET | GUNNISON | CO | 81230 | N/A | PUBLIC CHARITY | EDUCATIONAL | $3,500 | |
| H3O FOUNDATION | ||||||||
| 2130 PAMPLONA CT | ESCONDITO | CA | 92025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| HEARTS LANDING RANCH | ||||||||
| 8902 QUAIL LANE | GRANITE BAY | CA | 95746 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| INDIAN RIVER LAND TRUST | ||||||||
| 80 ROYAL PALM POINTE STE 301 | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| JESUIT HIGH SCHOOL | ||||||||
| 1200 JACOB LANE | SACRAMENTO | CA | 95608 | N/A | GENERAL SUPPORT | $5,000 | ||
| JOURNEY CARE | ||||||||
| 2050 CLAIRE COURT | GLENVIEW | IL | 60025 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| JUNIOR TENNIS FUND SACRAMENTO | ||||||||
| 4013 ESPERANZA DRIVE | SACRAMENTO | CA | 95864 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| KBUT-FM | ||||||||
| PO BOX 308 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| KEEWAYDIN FOUNDATION | ||||||||
| 500 RUSTIC LANE | SALISBURY | VT | 05769 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| LAKE TAHOE COMMUNITY COLLEGE FOUNDATION | ||||||||
| ONE COLLEGE DRIVE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | EDUCATIONAL | $1,000 | |
| LAKE VALLEY FIREFIGHTERS FOUNDATION | ||||||||
| 2211 KEETAK STREET | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| LIVING JOURNEYS | ||||||||
| PO BOX 2024 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| LIVING LANDS & WATERS | ||||||||
| 17624 ROUTE 84 N E | MOLINE | IL | 61244 | N/A | PUBLIC CHARITY | PRESERVATION OF ENVIRONMENT | $6,000 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MANITO ART LEAGUE | ||||||||
| PO BOX 298 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MANITOWISH WATERS CHAMBER OF COMMERCE | ||||||||
| PO BOX 251 | MANITOWISH WATERS | WI | 54545 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MARA ELEPHANT PROJECT | ||||||||
| 4000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MAX'S HELPING PAWS FOUNDATION | ||||||||
| 451 CANYON DEL REY BLVD | DEL RAY OAKS | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 | |
| 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 | $2,000 | |
| 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 | |
| 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 | $250 | |
| NORTHWESTERN LAKE FOREST HOSPITAL | ||||||||
| 660 N WESTMORELAND RD | LAKE FOREST | IL | 60045 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| 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 | $2,500 | |
| ORCA | ||||||||
| 1420 SEAWAY DRIVE | FORT PIERCE | FL | 34949 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 | |
| PARADISE ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 531 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| PARKINSONS FOUNDATION | ||||||||
| 1359 BROADWAY STE 1509 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| PEACE OF MIND DOG RESCUE | ||||||||
| PO BOX 51554 | PACIFIC GROVE | CA | 93950 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| PLACER COUNTY SHERIFF COUNCIL | ||||||||
| 6140 HORSESHOE BAR RD | LOOMIS | CA | 95650 | N/A | GOVERNMENT | GENERAL SUPPORT | $10,000 | |
| PLACERGROWN | ||||||||
| 11477 E AVENUE | AUBURN | CA | 95603 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $720 | |
| RED ARROW CAMP FOUNDATION | ||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 53202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| RIVERSIDE THEATRE | ||||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $3,000 | |
| RUTLAND COUNTY HUMANE SOCIETY | ||||||||
| 765 STEVENS ROAD | PITTSFORD | VT | 05763 | 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 | $1,000 | |
| SIERRA STATE PARKS FOUNDATION | ||||||||
| PO BOX 28 | TAHOE CITY | CA | 96145 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| 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 | $500 | |
| 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 | $2,500 | |
| ST BALDRICK'S FOUNDATION | ||||||||
| 1333 S MAYFLOWER AVENUE STE 400 | MONROVIA | CA | 91016 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| PO BOX 1893 | MEMPHIS | TN | 38101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| ST MARIA GORETTI CATHOLIC SCHOOL | ||||||||
| 5405 FLAD AVENUE | MADISON | WI | 53711 | N/A | GENERAL SUPPORT | $500 | ||
| TAHOE ARTS PROJECT | ||||||||
| PO BOX 14281 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| TAHOE COALITION FOR THE HOMELESS | ||||||||
| PO BOX 13514 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| TAHOE WOMEN'S COMMUNITY FUND | ||||||||
| PO BOX 18069 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $13,000 | |
| TAHOE YOUTH & FAMILY SERVICES | ||||||||
| 1021 FREMONT AVENUE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| THE BOAT COMPANY | ||||||||
| 1200 18TH ST NW STE 900 | WASHINGTON DC | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| 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 | $250 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| THE MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD FORT CRONKHITE | SAUSALITO | CA | 94965 | 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 | |
| THE MURER HOUSE FOUNDATION | ||||||||
| 1975 WESLEY DR | FOLSOM | CA | 95630 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THE SPCA FOR MONTEREY COUNTY | ||||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| THE TAHOE FUND | ||||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,280 | |
| THE VERO BEACH DOG PARK | ||||||||
| 505 BEACHLAND BLVD STE 1-124 | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THUNDERBIRD PRESERVATION SOCIETY | ||||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| UC DAVIS FOUNDATION | ||||||||
| 202 COUSTEAU PLACE STE 185 | DAVIS | CA | 95618 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| UC REGENTS | ||||||||
| 1 SHIELDS AVE | DAVIS | CA | 95616 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| UNION CONGREGATIONAL CHURCH | ||||||||
| PO BOX 726 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| 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 | $5,000 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| VNA & HOSPICE FOUNDATION-VERO BEACH | ||||||||
| 1111 36TH STREET | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| WESTON PLAYHOUSE THEATRE COMPANY | ||||||||
| 703 MAIN STREET | WESTON | VT | 05161 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $250 | |
| WETLANDS INITIATIVE | ||||||||
| 53 WEST JACKSON BOULEVARD SUITE | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | RESTORATION OF WETLANDS | $5,000 | 1015 |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC CHARITY | EDUCATIONAL | $2,000 | |
| WOLF HAVEN INTERNATIONAL | ||||||||
| 3111 OFFUT LAKE RD SE | TENINO | WA | 98589 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| PO BOX 2518 | SANTA BARBARA | CA | 93120 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ZION EPISCOPAL CHURCH | ||||||||
| 301 EAST CONGRESS ST | CHARLES TOWN | WV | 25414 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,823 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,604,587 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,634,410 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,634,410 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | W JAMES TRUETTNER JR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1065 WINDING RIVER ROAD | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,979,917 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $6,930 | $0 | $6,930 |
| LEGAL FEES | $330 | $0 | $330 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | AMENDED RETURN EXPLANATION | IdentifierTxt |
| Form And Line Reference | AMENDED RETURN EXPLANATION | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION'S 990-PF HAS BEEN AMENDED TO CORRECT THE AMOUNT OF CONTRIBUTIONS RECEIVED FOR 2020. THE RETURN HAS ALSO BEEN AMENDED TO PROPERLY REFLECT THE COST BASIS OF INVESTMENTS AS OF DECEMBER 31, 2020. THE FOLLOWING PARTS AND SCHEDULES OF FORM 990-PF HAVE BEEN AMENDED TO REFLECT THE RESTATED AUDITED BALANCES OF THE FOUNDATION'S 2020 FINANCIAL STATEMENTS: PART I, PART II, PART III, SCHEDULE B | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS | StockNm |
| EOY Book Value | $5,543,191 | EOYBookValueAmt |
| EOYFMV | $5,370,540 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $17,703 | Amt |
| Net Investment Income | $17,703 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $12,529 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments