GREEN MOUNTAIN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GREEN MOUNTAIN FOUNDATION INC (EIN 47-5013315)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-09
- IRS object ID
- 202232829349100208
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Amortization Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-09T18:51:12-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 MELVILLE PARK RD | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475013315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN MOUNTAIN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHLEEN M DOLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BACCARI | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9148045478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DOLAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | DOLAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,435,957 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $368,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $361,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,928,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,369,534 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,928,272 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,296,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,289,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,447 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $211,549 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,420 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,472 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,373 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $956 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $3,096 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,096 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $452 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $224,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,671 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,060,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,060,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,284,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,239,706 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,011,967 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,246,536 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $495,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $564,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $564,782 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $626 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $16,389,053 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,137,495 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,137,495 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,585,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,425,175 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,425,175 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $225,142 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $288,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $288,259 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,345 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,099 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,246 | LandBOYAmt |
| Land EOY | $9,246 | LandEOYAmt |
| Land EOYFMV | $9,246 | LandEOYFMVAmt |
| Total Assets BOY | $30,705,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,435,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,435,957 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,280 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,280 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $30,705,735 | CapitalStockBOYAmt |
| Capital Stock EOY | $29,433,677 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,705,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,433,677 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,705,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,435,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,705,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,011,967 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,717,702 | SubtotalAmt |
| Other Decreases | $4,284,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,433,677 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM | P | $5,407,398 | $4,942,814 | $464,584 | $464,584 |
| PUBLICLY TRADED SECURITIES - SHORT TERM | P | $6,276,611 | $6,498,448 | -$221,837 | -$221,837 |
| PUBLICLY TRADED SECURITIES | P | $3,680,794 | $0 | $3,680,794 | $3,680,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,928,272 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,027 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $59,027 | SubtotalAmt |
| Tax Based On Investment Income | $59,027 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $71,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,973 | OverpaymentAmt |
| Applied To ES Tax | $11,973 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BACCARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148045478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | yorktown heights | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN M DOLAN | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | president | 15.0 | $0 | $0 | $0 |
| MARK VAN GULDEN-THRU 312022 | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | SECRETARY | 1.0 | $0 | $0 | $0 |
| CHARLES F DOLAN | ||||||||
| 34 ACORN LANE | YORKTOWN HEIGHTS | NY | 10598 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD BACCARI | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | TREASURER | 5.0 | $0 | $0 | $0 |
| MARIANNE DOLAN WEBER | ||||||||
| 34 ACORN LANE | YORKTOWN HEIGHTS | NY | 10598 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SA SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHLNTHRPY CONSULTANT | ServiceTypeTxt |
| Compensation | $173,472 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,229,591 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $303,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $300,549 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,833,579 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,833,579 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $462,504 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,371,075 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,518,554 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,518,554 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,027 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,027 | TotalTaxAmt |
| Distributable Before Adj | $1,459,527 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,459,527 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,459,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,239,706 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,239,706 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,459,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,022,225 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,239,706 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,022,225 | AppliedToYear1Amt |
| Applied To Current Year | $217,481 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $1,242,046 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHLEEN DOLAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PER STATEMENT A ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STATEMENT A | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PER STATEMENT A ATTACHED | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PER STATEMENT A ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $1,060,035 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,060,035 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VERMONT LAW SCHOOL | |||||||
| PO Box 99 | South Royalton | VT | 05068 | NONE | PC | SOUTH ROYALTON LEGAL CLINIC SERVING VERMONT RESIDENTS UNABLE TO AFFORD COUNSEL. | $25,000 |
| THE SHARON ACADEMY | |||||||
| 6704 ROUTE 14 | SHARON | VT | 05065 | NONE | PC | MIDDLE AND HIGH SCHOOL ACADEMIC PROGRAMMIMG | $20,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER ROAD | BARRE | VT | 05641 | NONE | PC | ANTI HUNGER PROGRAMMING FOR ADULTS AND CHILDREN | $37,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $82,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $368,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,928,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,296,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,296,526 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,895 | Amt |
| Net Investment Income | $2,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,448 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-09-03 | AcquiredCompletedOrExpendedDt |
| Amortized | $14,345 | AmortizedAmt |
| Deduction For Prior Years | $5,099 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $956 | CurrentYearAmortizationAmt |
| Total Amortization | $6,055 | TotalAmortizationAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | SA SERVICES | ContractorPersonNm |
| Explanation | PHILANTHROPY CONSULTING AND GRANTS DUE DILIGENCE | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM CORP BOND | $55,656 | $55,656 |
| FIXED INCOME - SEE STATEMENT C | $11,369,519 | $11,369,519 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,651,958 | $5,651,958 |
| PUBLICLY TRADED SECURITIES | $0 | $0 |
| PUBLICLY TRADED SECURITIES | $0 | $0 |
| PUBLICLY TRADED SECURITIES | $3,469,169 | $3,469,169 |
| EQUITIES- SEE STATEMENT B | $7,743,147 | $7,743,147 |
| US LARGE & MID CAP FUNDS | $273,221 | $273,221 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS- BOA ATT B | FMV | $43,479 | $43,479 |
| WALTON STREET REAL ESTATE FUND | FMV | $244,780 | $244,780 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATION COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $14,345 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,055 | AccumulatedDepreciationAmt |
| Book Value | $8,290 | BookValueAmt |
| EOYFMV | $9,246 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $203 | LegalFeesAmt |
| Disbursements Charitable Prps | $203 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS/LOSSES ON PORTFOLIO | Desc |
| Amt | $4,284,025 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $26 | $26 |
| POSTAGE | $150 | $150 |
| MISCELLANEOUS EXPENSES | $276 | $276 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,219 | $5,219 | |
| INVESTMENT ADVISORY FEES | $32,858 | $32,201 | |
| PHILANTHROPIC CONSULTANT EXP | $173,472 | $173,472 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $20 | $20 |
| FOREIGN TAXES PAID | $3,353 | $3,353 |
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