RUTH & PETER METZ FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RUTH & PETER METZ FAMILY FOUNDATION INC (EIN 52-1591150)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-19
- IRS object ID
- 202012329349100601
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-19T07:10:32-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222747750 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Angelo & OBrien PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 North Avenue East | AddressLine1Txt |
| City | Cranford | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070162461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521591150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH & PETER METZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | co ANGELO & OBRIEN PA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 9082768300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M METZ | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Signature | 2020-08-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Walter P O'Brien Jr CPA | PreparerPersonNm |
| PTIN | P00524530 | PTIN |
| Phone | 9082768300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,414,626 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,975 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,835 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $238,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $226,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,882,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $226,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $473,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $471,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,370 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,370 | AccountingFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $7,494 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,747 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,747 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,280 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $114,280 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $129,394 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,022 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $525,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $525,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $654,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,022 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,372 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$180,991 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $346,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,050,458 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $300,108 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $300,108 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,806,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,476,228 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,972,859 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $241,677 | OtherAssetsBOYAmt |
| Other Assets EOY | $141,659 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $141,659 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,098,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,917,995 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,414,626 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,098,986 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,917,995 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,098,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,917,995 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,098,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,917,995 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,098,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$180,991 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,917,995 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,917,995 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML a/c#825-04M68 | P | 2019-01-01 | 2019-12-31 | $2,219,080 | $2,169,332 | $49,748 | $49,748 |
| ML a/c#825-04M68 | P | 2018-01-01 | 2019-12-31 | $1,645,530 | $1,445,610 | $199,920 | $199,920 |
| ML a/c#825-03551 | P | 2019-01-01 | 2019-12-31 | $834,430 | $848,329 | -$13,899 | -$13,899 |
| ML a/c#825-03551 | P | 2018-01-01 | 2019-12-31 | $1,183,365 | $1,192,541 | -$9,176 | -$9,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $226,593 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $518,877 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,604,563 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04893 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $492,529 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,053,315 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05440 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $448,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,574,825 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05232 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $472,876 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,946,795 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05285 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $471,340 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,975,735 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05910 | DistributionYr5Rt |
| Total Distribution | 0.267608 | TotalDistributionRt |
| Average Distribution | 0.053522 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,766,164 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $522,705 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,463 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $526,168 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $529,372 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,463 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,463 | SubtotalAmt |
| Tax Based On Investment Income | $3,463 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,975 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,975 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,512 | OverpaymentAmt |
| Applied To ES Tax | $1,512 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 |
| 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 | ANGELO & OBRIEN PA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082768300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07016 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| W PETER METZ III | ||||||
| 340 NORTH AVENUE EAST | CRANFORD | NJ | 07016 | CO-PRES | 1.00 | $0 |
| MICHAEL M METZ | ||||||
| 340 NORTH AVENUE EAST | CRANFORD | NJ | 07016 | CO-PRES/TREAS | 3.00 | $1,250 |
| PHYLLIS POLLACK | ||||||
| 340 NORTH AVENUE EAST | CRANFORD | NJ | 07016 | VP | 1.00 | $0 |
| DENISE SHEKERJIAN | ||||||
| 340 NORTH AVENUE EAST | CRANFORD | NJ | 07016 | VP | 1.00 | $0 |
| THOMAS C PHELAN | ||||||
| 340 NORTH AVENUE EAST | CRANFORD | NJ | 07016 | SEC'Y | 1.00 | $0 |
| DAVID METZ | ||||||
| 340 NORTH AVENUE EAST | CRANFORD | NJ | 07016 | ASS'T TREAS | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $111,281 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,489,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $425,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,914,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,914,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,766,164 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $488,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $488,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,463 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,463 | TotalTaxAmt |
| Distributable Before Adj | $484,845 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $484,845 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $484,845 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,372 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $529,372 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,463 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $525,909 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $484,845 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $68,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,273 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,160 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $173,298 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,372 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $484,845 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,527 | RemainingDistriFromCorpusAmt |
| Total Corpus | $217,825 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $149,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,669 | ExcessFromYear4Amt |
| Excess From Year3 | $21,273 | ExcessFromYear3Amt |
| Excess From Year2 | $45,160 | ExcessFromYear2Amt |
| Excess From Current Year | $44,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHARLOTTE LIBRARY | |||||||
| PO BOX 344 | CHARLOTTE | VT | 05445 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| BURLINGTON CITY ARTS FOUNDATION | |||||||
| 135 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $30,000 |
| UNITED WAY OF NORTHWEST VERMONT | |||||||
| 412 FARRELL STREET | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,000 |
| COMMITTEE ON TEMPORARY SHELTER | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| CHAMPLAIN COLLEGE | |||||||
| 163 SOUTH WILLARD ST | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| SEABA | |||||||
| 404 PINE STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||
| 370 MAIN STREET SUITE 650 | WORCESTER | MA | 01608 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $211,000 |
| SHELBURNE MUSEUM | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| FLYNN CTR FOR PERFORM ARTS | |||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DR STE 100 | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| STERN CENTER | |||||||
| 183 TALCOTT ROAD SUITE 101 | WILLISTON | VT | 05495 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,000 |
| VERMONT COMMUNITY FOUNDATION | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD STE 101 | GLEN ROCK | NJ | 07452 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $250 |
| GENERATOR INC | |||||||
| 250 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $135,000 |
| SPECTRUM YOUTH SERVICES | |||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| ELECTRONIC FREEDOM FDN | |||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| PLANNED PARENTHOOD FEDERATION OF AM | |||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| VERMONT PBS | |||||||
| 204 ETHAN ALLEN AVENUE | COLCHESTER | VT | 05446 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| OLIN COLLEGE | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| TEAM RUBICON GLOBAL | |||||||
| 6171 W CENTURY BLVD STE 310 | LOS ANGELES | CA | 90045 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| FIRST DESCENTS | |||||||
| 3001 BRIGHTON BLVD STE 623 | DENVER | CO | 80216 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| BOSTON HEALTHCARE FOR THE HOMELESS | |||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,500 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| VT DIGGER | |||||||
| 97 STATE STREET | MONTPELIER | VT | 05602 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA STREET STE 500 | SAN FRANCISCO | CA | 94111 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,250 |
| ANTI DEFAMATION LEAGUE | |||||||
| 40 COURT STREET | BOSTON | MA | 02108 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,500 |
| STEVENSON SCHOOL | |||||||
| 24 W 74TH STREET | NEW YORK | NY | 10023 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| 3 DOORS | |||||||
| 2001 HAVERFORD ROAD | ARDMORE | PA | 19003 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $4,000 |
| INTERVALE CENTER | |||||||
| 180 INTERVALE ROAD | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $7,000 |
| KENYON COLLEGE | |||||||
| 103 COLLEGE ROAD | GAMBIER | OH | 43022 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $3,000 |
| LEXINGTON COMMUNITY FARM | |||||||
| 52 LOWELL STREET | LEXINGTON | MA | 02420 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $3,000 |
| MAIN STREET ALLIANCE | |||||||
| 131 CHURCH STREET SUITE 215 | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,500 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $1,000 |
| URBAN JUSTICE LEAGUE | |||||||
| 40 RECTOR STREET | NEW YORK | NY | 10006 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $4,750 |
| COMMUNITY SAILING CENTER | |||||||
| PO BOX 64818 | BURLINGTON | VT | 05406 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $1,000 |
| AMERICAN WHITEWATER ASSOCIATION | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $3,000 |
| ECHO LEAHY CENTER | |||||||
| 1 COLLEGE STREET | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $4,000 |
| THE CURTIS FUND | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,000 |
| UP FOR LEARNING | |||||||
| 155 ELM STREET | MONTPELIER | VT | 05602 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| MAUER SCHOOL OF LAW | |||||||
| 211 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $3,000 |
| PAWS | |||||||
| 15305 44TH AVENUE W | LYNNWOOD | WA | 98087 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $500 |
| THE JANET S MUNT FAMILY ROOM | |||||||
| 20 ALLEN STREET | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,000 |
| ROOM TO GROW | |||||||
| 200 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| COMMUNITY SERVINGS | |||||||
| 179 AMORY STREET | JAMAICA PLAIN | MA | 02130 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $1,500 |
| PLANNED PARENTHOOD OF MASSACHUSETTS | |||||||
| 1055 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $6,500 |
| IN UNIVERSITY OF PUBLIC AFFAIRS | |||||||
| 1315 E 10TH STREET | BLOOMINGTON | IN | 47405 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $3,000 |
| PLANNED PARENTHOOD OF NORTHERN NEW | |||||||
| 784 HERCULES DRIVE | COLCHESTER | VT | 05446 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,000 |
| SARA HOLBROOK COMMUNITY CENTER | |||||||
| 66 NORTH AVENUE | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $3,000 |
| HOSPITALITY HOUSE | |||||||
| 85 LAKE AVENUE N | WORCESTER | MA | 01605 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $750 |
| NRDC | |||||||
| 40 WEST 20TH STREET 11TH FLOOR | NEW YORK | NY | 10011 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $525,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,975 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $240,835 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $226,593 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $473,403 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $473,403 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 & 7 | LineNumberTxt |
| Relationship Statement | THESE INVESTMENT ACTIVITIES ARE THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS GOALS. | RelationshipStatementTxt |
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 | Angelo & O'Brien, P.A. | CategoryTxt |
| Amt | $6,370 | Amt |
| Net Investment Income | $6,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Broker | Desc |
| BOY Book Value | $241,677 | BOYBookValueAmt |
| EOY Book Value | $141,659 | EOYBookValueAmt |
| EOYFMV | $141,659 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Expenses | $111,281 | $111,281 |
| Service Charges | $92 | $92 |
| Trading Expenses | $2,907 | $2,907 |
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