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VINEYARD FAMILY FOUNDATION 313-74D01: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VINEYARD FAMILY FOUNDATION 313-74D01 (EIN 62-6365986)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-07-02
IRS object ID
202511839349100701
Schema version
2024v5.1
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)
Return2025-07-02T07:37:51-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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)
PersonSCOTT VINEYARDPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,836,994FMVAssetsEOYAmt
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$2,219InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,219InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$148,035DividendsRevAndExpnssAmt
Dividends Net Invst Incm$148,035DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$34,386NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$268,261GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,386CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$784,640TotalRevAndExpnssAmt
Total Net Invst Incm$184,640TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$20,335OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,335OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,393TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,889OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10,889OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,617TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,335TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,889TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$114,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$114,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$146,817TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,335TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$125,089TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$637,823ExcessRevenueOverExpensesAmt
Net Investment Income$164,305NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$84,134SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$153,790SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$153,790SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,559,303CorporateStockBOYAmt
Corporate Stock EOY$3,127,470CorporateStockEOYAmt
Corporate Stock EOYFMV$3,683,204CorporateStockEOYFMVAmt
Total Assets BOY$2,643,437TotalAssetsBOYAmt
Total Assets EOY$3,281,260TotalAssetsEOYAmt
Total Assets EOYFMV$3,836,994TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,643,437RetainedEarningBOYAmt
Retained Earning EOY$3,281,260RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,643,437TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,281,260TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,643,437TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,281,260TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,643,437TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$637,823ExcessRevenueOverExpensesAmt
Subtotal$3,281,260SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,281,260TotNetAstOrFundBalancesEOYAmt

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$268,261GrossSalesPriceAmt
Cost Or Other Basis$233,875CostOrOtherBasisAmt
Gain Or Loss$34,386GainOrLossAmt
Gains Minus Excess Or Losses$34,386GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$34,386CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,284InvestmentIncomeExciseTaxAmt
Subtotal$2,284SubtotalAmt
Tax Based On Investment Income$2,284TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,500ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,300TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$16OverpaymentAmt
Applied To ES Tax$16AppliedToESTaxAmt

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
Teri Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$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$3,411,776AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,086AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,489,862TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,489,862AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$52,348CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,437,514NetVlNoncharitableAssetsAmt
Minimum Investment Return$171,876MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$171,876MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,284TaxBasedOnInvestmentIncomeAmt
Total Tax$2,284TotalTaxAmt
Distributable Before Adj$169,592DistributableBeforeAdjAmt
Distributable Before Ded$169,592DistributableBeforeDedAmt
Distributable As Adjusted$169,592DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$125,089ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$125,089QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$169,592DistributableAsAdjustedAmt
Undistributed Income PY$122,970UndistributedIncomePYAmt
Qualifying Distributions$125,089QualifyingDistributionsAmt
Applied To Year1$122,970AppliedToYear1Amt
Applied To Current Year$2,119AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$167,473UndistributedIncomeCYAmt
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
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABUSED & HOMELESS CHILDRENS REFUGE
PO BOX 694DUNN LORINGVA22027N/APCGeneral & Unrestricted$1,000
ARIZONA CAREGIVER COALITION INC
PO BOX 21623PHOENIXAZ85036N/APCGeneral & Unrestricted$500
ARIZONA COLLEGIATE ROWING FOUNDATION
PO BOX 10373PHOENIXAZ85064N/APCGeneral & Unrestricted$1,200
ASSOCIATION OF THE FREE LIBRARY & READING RM ROWAY
33 HIGHLAND AVENORWALKCT06853N/APCGeneral & Unrestricted$3,000
BELIEVE I CAN ACADEMY INC
2120 S RURAL RD STE 2TEMPEAZ85282N/APCFor Refrigerator/Freezer combo$2,500
BETHANY HOUSE OF NORTHERN VIRGINIA INC
6862 ELM ST STE 200MCLEANVA22101N/APCGeneral & Unrestricted$2,000
BLESSED SACRAMENT ROMAN CATHOLIC PARISH SCOTTSDALE
11300 N 64TH STSCOTTSDALEAZ85254N/APCfor Church improvements$5,000
FAMILY & CHILDRENS AGENCY INC
9 MOTT AVE 4 FLNORWALKCT06850N/APCGeneral & Unrestricted$12,000
FLINT HILL SCHOOL
3320 JERMANTOWN RDOAKTONVA22124N/APCGeneral & Unrestricted$1,000
FRIENDS OF PUBLIC RADIO ARIZONA
2323 W 14TH STTEMPEAZ85281N/APCKBACH in support of classical music$2,500
HENDERSON COUNTY UNITED WAY INC
PO BOX 487HENDERSONVILLENC28793N/APCGeneral & Unrestricted$1,000
HONORHEALTH FOUNDATION
8125 N HAYDEN RDSCOTTSDALEAZ85258N/APCForensic Nurse Examiners Program Training and the Myles & Hermand O'Connor fund - support of dementia patients$5,000
HOSPICE OF THE VALLEY
1510 E FLOWER STPHOENIXAZ85014N/APCDementia Education fund$5,000
KINO BORDER INITIATIVE
PO BOX 159NOGALESAZ85628N/APCGeneral & Unrestricted$800
MAKE THE ROAD NEW YORK
301 GROVE STBROOKLYNNY11237N/APCGeneral & Unrestricted$2,000
MANNA FOOD BANK
99 BROADPOINTE DRMILLS RIVERNC28759N/APCGeneral & Unrestricted$7,500
MOBILITY WORLDWIDE MI-SALINE
7055 STONY CREEK RDYPSILANTIMI48197N/APCGeneral & Unrestricted$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 54879LOS ANGELESCA90054N/APCMobility Plus North Scottsdale, AZ Bike MS Sponsor$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
5025 E WASHINGTON ST STE 102PHOENIXAZ85034N/APCTogether for a Cure Luncheon Phoenix fund$1,600
PHOENIX CHILDRENS HOSPITAL FOUNDATION
2929 E CAMELBACK RD STE 122PHOENIXAZ85016N/APCEmily Center fund$1,000
PHOENIX SYMPHONY ASSOCIATION
1 N 1ST ST STE 200PHOENIXAZ85004N/APCPhoenix Symphony Musicians visiting senior communities$2,500
READING IS FUNDAMENTAL OF NORTHERN VIRGINIA INC
PO BOX 7012ARLINGTONVA22207N/APCGeneral & Unrestricted$7,500
RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA
PO BOX 400331CHARLOTTESVILLEVA22904N/APCGeneral & Unrestricted$1,600
THE CARVER INC
7 ACADEMY STNORWALKCT06850N/APCGeneral & Unrestricted$12,000
THE V FOUNDATION
14600 WESTON PKWYCARYNC27513N/APCGeneral & Unrestricted$2,000
UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING
418 CURIE BLVDPHILADELPHIAPA19104N/APCGeneral & Unrestricted$5,000
WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016N/APCGeneral & Unrestricted$2,000
WESTWOOD CARES FOUNDATION
800 MAPLE AVE EVIENNAVA22180N/APCGeneral & Unrestricted$10,000
WORLD CENTRAL KITCHEN INCORPORATED
PO BOX 96538WASHINGTONDC20090N/APCFor the Ashville, North Carolina area$7,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$114,200TotalGrantOrContriPdDurYrAmt

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$2,219ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148,035ExclusionAmt
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$34,386ExclusionAmt
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$184,640ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$184,640TotalIncomeProducingActyAmt

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 (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EMERGING MARKETS FUN$294,627$294,194
BLACKROCK EQUITY DIVIDEND FUND$310,240$312,474
DELAWARE SMALL CAP CORE FUND I$275,443$310,799
EDGEWOOD GROWTH FUND INSTI$181,083$215,617
GOLDMAN SACHS GQG PARTNERS INT$135,372$149,282
ISHARES BARCLAYS US TREASURY B$181,865$184,621
ISHARES CORE MSCI DEV MKTS ETF$161,865$170,007
ISHARES CORE MSCI EAFE ETF$43,116$41,114
ISHARES CORE MSCI EMERGING MAR$52,087$49,452
ISHARES MSCI EAFE VALUE INX$1,901$1,836
ISHARES TRUST RUSSELL 1000 GRO$319,018$534,101
ISHARES TRUST RUSSELL 1000 VAL$513,883$621,112
MFS VALUE I$289,024$293,716
OAKMARK INTERNATIONAL FUND$126,028$134,098
SCHWAB U.S. SMALL-CA$90,070$103,957
VANGARD RUSSELL 1000 GROWTH$151,848$266,824

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$10,889RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$10,889DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$20,335Amt
Net Investment Income$20,335NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2024$800
990-PF Excise Tax for 2023$593

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