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ROBERT K AND A JOYCE JONES FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT K AND A JOYCE JONES FOUNDATION INC (EIN 22-2779738)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-18
IRS object ID
202131389349101018
Schema version
2020v4.1
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)
Return2021-05-18T16:03:36-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271728945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES MUNNS & DOBBINS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1Txt
CityHARRISONCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10528ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222779738EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT K & AJOYCE JONES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJONEBusinessNameControlTxt
Phone8022971329PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO TIM JONES 603 1ST AVE STE 1BAddressLine1Txt
CityRARITANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08869ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTIMOTHY JONESPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8022971329PhoneNum
Signature2021-05-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTIMOTHYPersonFirstNm
Person LastJONESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH R BODAN TAX PARTNERPreparerPersonNm
PTINP00365043PTIN
Phone9143818900PhoneNum
Preparation2021-05-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,588,617FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$73InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$64,489DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,489DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,903NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,659TotalRevAndExpnssAmt
Total Net Invst Incm$64,562TotalNetInvstIncmAmt
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$1,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,500TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$91,225ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$91,225ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$92,725TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$91,225TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,066ExcessRevenueOverExpensesAmt
Net Investment Income$63,062NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$2CashEOYAmt
Cash EOYFMV$2CashEOYFMVAmt
Other Investments BOY$1,468,584OtherInvestmentsBOYAmt
Other Investments EOY$1,432,516OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,588,615OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,468,584TotalAssetsBOYAmt
Total Assets EOY$1,432,518TotalAssetsEOYAmt
Total Assets EOYFMV$1,588,617TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,468,584RetainedEarningBOYAmt
Retained Earning EOY$1,432,518RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,468,584TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,432,518TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,468,584TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,432,518TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,468,584TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,066ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,432,518SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,432,518TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGOLDMAN HIGH YIELD RATE FLOATING FUNDPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$90,000GrossSalesPriceAmt
Cost Or Other Basis$97,903CostOrOtherBasisAmt
Gain Or Loss-$7,903GainOrLossAmt
Gains Minus Excess Or Losses-$7,903GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,903CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$877InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$877SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$744EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$744TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$133TaxDueAmt

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 StateCTOrgReportOrRegisterStateCd
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 BooksTIMOTHY JONESIndividualWithBooksNm
Phone8022971329PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1603 1ST AVE STE 1BAddressLine1Txt
CityRARITANCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08869ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
A JOYCE JONES
603 FIRST AVERARITANNJ08869DIRECTOR1.00$0$0$0
GAIL KOEHN
603 FIRST AVERARITANNJ08869DIRECTOR1.00$0$0$0
TIMOTHY E JONES
603 FIRST AVERARITANNJ08869DIRECTOR1.00$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)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,506,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,506,631TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,506,631AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,599CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,484,032NetVlNoncharitableAssetsAmt
Minimum Investment Return$74,202MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$74,202MinimumInvestmentReturnAmt
Tax Based On Investment Income$877TaxBasedOnInvestmentIncomeAmt
Total Tax$877TotalTaxAmt
Distributable Before Adj$73,325DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$73,325DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$73,325DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$91,225ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$91,225QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$91,225AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$73,325DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$3,219ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$18,136ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$27,614ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$48,969TotalExcessDistributionCyovAmt
Qualifying Distributions$91,225QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$73,325AppliedToCurrentYearAmt
Remaining Distri From Corpus$17,900RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$66,869TotalCorpusAmt
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$66,869ExcessDistriCyovToNextYrAmt
Excess From Year3$3,219ExcessFromYear3Amt
Excess From Year2$18,136ExcessFromYear2Amt
Excess From Year1$27,614ExcessFromYear1Amt
Excess From Current Year$17,900ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$6,000
APPALACIAN TRAIL CONSERVANCY
4 EAST 1ST STREETBOILING SPRINGSPA17007NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$300
BOY SCOUTS OF AMERICA
PO BOX 152079IRVINGTX75015NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
BOYS AND GIRLS CLUB
1275 PEACHTREE ST NEATLANTAGA30309NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
CARLOS OTIS STRATTON MTN CLINIC
PO BOX 617STRATTON MOUNTAINVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
CATAMOUNT TRAIL ASSOCIATION
1 MILL STREET 350BURLINGTONVT05401NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
CHAPEL OF THE SNOWS
PO BOX 367STRATTON MOUNTAINVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
CHILDREN'S HOSPITAL AT DARTMOUTH
1 MEDICAL CENTER DRIVELEBANONNH03766NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
CORNELL LAB OF ORINTHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$250
COVENANT HOUSE
55010TH AVENEW YORKNY10018NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$5,225
DENVER ZOOOLOICAL SOCIETY
2300 N STEELE STDENEVERCO80205NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$3,000
FRESH AIR FUND
633 THIRD AVENEW YORKNY10117NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
GRACE COTTAGE FOUNDATION
185 GRAFTON ROADTOWNSENDVT05353NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$18,000
GREEN MOUNTAIN ACADEMY
87 MEADOW LANEDORSETVT05251NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE$500
GREEN MOUNTAIN CLUB
4711 WATERBURY-STOWE RDWATERBURY CTRVT05677NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$250
GUIDE DOG FUND FOR THE BLIND
371 E JERICHO TURNPIKESMITHTOWNNY11787NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$6,000
FRIENDS OFHILDENE
1007 HILDENE RDMANCHESTERVT05254NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$200
KENYA DRYLANDS EDUCATION FUNE
535 PROSPECT STREETMANCHESTERVT05254NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$3,000
LONDONDERRY VOLUNTEER RESCUE SQUAD
PO BOX 911LONDONDERRYVT05148NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
MANCHESTER MUSIC FESTIVAL
42 DILLINGHAM AVEMANCHESTERVT05254NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
MERCK FOREST & FARMLAND CENTER
PO BOX 86 3270 ROUTE 315RUPERTVT05768NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
MOUNTAIN SCHOOL OF WINHALL
9 SCHOOL ROADBONDVILLEVT05340NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT$6,000
PLANNED PARENTHOOD
PO BOX 97166WACHINGTONDC20090NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$6,500
QUEENS UNIVERSITY
NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,00099 UNIVERSITY AVENUEKINGSTONONTARIOCAK7L3N6
SALVATION ARMY
22 WALES STREETRUTLANDVT05701NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
SOUTHERN VERMONT ARTS CENTER
930 SO VERMONT ARTS CTR DRIVEMANCHESTERVT05254NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
SPECIAL OLYMPICS
410 17TH STREETDENVERCO80202NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
STRATTON MOUNTAIN VOLUNTEER FIRE
5 BRAZERS WAYSTRATTON MOUNTAINVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
THE STRATTON FOUNDATION
PO BOX 523STRATTON MOUNTAINVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
TYLER E JONES ART SCHOLARSHIP FUND
603 1ST AVERARITANNJ08869NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$10,000
VERMONT CENTER FOR ECOSTUDIES
PO BOX 420NORWICHVT05055NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$5,000
WINHALL FIRE DEPARTMENT
115 VERMONT RTEBONDVILLEVT05340NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
WOUNDED WARRIORS
PO BOX 758517TOPEKAKS66675NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$91,225TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,489ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,903ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,659ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,659TotalIncomeProducingActyAmt

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
GOLDMAN SACHS MONEY MARKETFMV$10,606$10,606
GS US EQUITY DIV & PREMIUM FUNDFMV$334,342$428,596
GS HIGH YIELD FLOATING RATE FUNDFMV$651,816$609,345
GS GLOBAL EQUITY DEV & PREMIUM FUNDFMV$435,752$540,068

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$1,500Amt
Net Investment Income$1,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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