PREVOT FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PREVOT FAMILY FOUNDATION INC (EIN 54-1993738)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202003099349100735
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T13:11:10-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521348220 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERMAN & SHERMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 BALTIMORE AVENUE SUITE 302 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | 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 | 541993738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PREVOT FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PREV | BusinessNameControlTxt |
| Phone | 7178802255 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3534 BAYLEY-HAZEN ROAD | AddressLine1Txt |
| City | EAST HARDWICK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05836 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER PREVOT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4102447599 | PhoneNum |
| Signature | 2020-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VALERIE ARTHUR CPA | PreparerPersonNm |
| PTIN | P00010081 | PTIN |
| Phone | 4108281700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.193.133.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-01 | IPDt |
| IP Tm | 14:29:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 66CF1A819FD84BFEB0D4D3955D6581ED1F39C58F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 02490989BC71CED81EB8A77AC931770F30E6B211 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,838,851 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $100,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,886 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,886 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $55,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $94,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $187,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,688 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,200 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $103,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,688 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $258 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,267 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,267 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $729,257 | CorporateStockBOYAmt |
| Corporate Stock EOY | $773,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,828,584 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $729,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $784,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,838,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $766,629 | CapitalStockBOYAmt |
| Capital Stock EOY | $817,747 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$37,114 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$33,626 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $729,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $784,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $729,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $784,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $729,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $103,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $833,003 | SubtotalAmt |
| Other Decreases | $48,882 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $784,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 7.49 SHS VANGUARD 500 IDX ADML | D | 2019-04-05 | $2,000 | $849 | $1,151 | $1,151 |
| 26.645 SHS VANGUARD 500 IDX ADM | D | 2019-08-14 | $7,000 | $3,021 | $3,979 | $3,979 |
| 302.75 SHS VANGUARD 500 IDX ADM | D | 2019-10-28 | $85,000 | $34,328 | $50,672 | $50,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,802 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,124 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,580,052 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050710 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,130 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,463,361 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046557 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,339 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,116,401 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052256 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,781 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,013,404 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055043 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $84,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.204566 | TotalDistributionRt |
| Average Distribution | 0.040913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,628,886 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $66,643 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $877 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $67,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $84,200 | 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 | $877 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $877 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $877 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $693 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,193 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,316 | OverpaymentAmt |
| Applied To ES Tax | $1,316 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROGER AND MARGARET PREVOT TRUSTEES | IndividualWithBooksNm |
| Phone | 7178802255 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3534 BAYLEY-HAZEN ROAD | AddressLine1Txt |
| City | EAST HARDWICK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ROGER M PREVOT | ||||||||
| 3534 BAYLEY-HAZEN ROAD | EAST HARDWICK | VT | 05836 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MARGARET M PREVOT | ||||||||
| 3534 BAYLEY-HAZEN ROAD | EAST HARDWICK | VT | 05836 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,638,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,530 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,653,691 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,653,691 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,805 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,628,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $877 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $877 | TotalTaxAmt |
| Distributable Before Adj | $80,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $84,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $877 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $83,323 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $1,601 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,473 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,567 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,633 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,707 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,601 | ExcessFromYear3Amt |
| Excess From Year1 | $2,473 | ExcessFromYear1Amt |
| Excess From Current Year | $3,633 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROGER M PREVOT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AWARE | |||||||
| PO BOX 307 | HARDWICK | VT | 05843 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $5,000 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $2,000 |
| BURKE MOUNTAIN ACADEMY | |||||||
| 60 ALPINE LANE | EAST BURKE | VT | 05832 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $2,000 |
| CENTER FOR AN AGRICULTURAL ECONOMY | |||||||
| PO BOX 422 | HARDWICK | VT | 05843 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $7,000 |
| CENTER FOR AN AGRICULTURAL ECONOMY | |||||||
| PO BOX 422 | HARDWICK | VT | 05843 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $3,000 |
| CRAFTSBURY COMMUNITY CARE CENTER | |||||||
| 1784 EAST CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| CRAFTSBURY PUBLIC LIBRARY | |||||||
| PO BOX 74 | CRAFTSBURY COMMON | VT | 05827 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $2,000 |
| EAST HARDWICK NEIGHBORHOOD ORGANIZATION | |||||||
| 188 MAIN STREET | EAST HARDWICK | VT | 05836 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $2,000 |
| HARDWICK AREA FOOD PANTRY INC | |||||||
| PO BOX 1075 | HARDWICK | VT | 05843 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $10,000 |
| HARDWICK TRAILS | |||||||
| HARDWICK TRAILS BOX 233 | HARDWICK | VT | 05843 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $3,000 |
| JUDEVINE MEMORIAL LIBRARY | |||||||
| 93 NORTH MAIN STREET | HARDWICK | VT | 05843 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $5,000 |
| LAMOILLE VALLEY RAIL TRAIL | |||||||
| 26 VAST LANE | BARRE | VT | 05641 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $10,000 |
| NEW ENGLAND NORDIC SKI ASSOCIATION | |||||||
| 39 PINELAND DRIVE SUITE 31A | NEW GLOUCESTER | MN | 04260 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| NOBLE & GREENOUGH SCHOOL | |||||||
| CAMPUS DRIVE | DEDHAM | MA | 02026 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| NORDIC SKI CLUB OF FAIRBANKS | |||||||
| 101 WILDERNESS DRIVE | FAIRBANKS | AK | 99712 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| SALVATION FARMS | |||||||
| PO BOX 1174 | MORRISVILLE | VT | 05661 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| STRIDE - THE WRIGHT FOUNDATION FOR FEMALE ATHLETES | |||||||
| PO BOX 647 | E MIDDLEBURY | VT | 05740 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $3,000 |
| THE CONCRETE FOUNDATION | |||||||
| 535 LOST NATION ROAD | CRAFTSBURY COMMON | VT | 05827 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $3,000 |
| TUCK SCHOOL OF BUSINESS DARTMOUTH COLLEGE | |||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| VERMONT PUBLIC RADIO | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,200 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $1,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $4,000 |
| WONDERARTS (FKA WONDER & WISDOM) | |||||||
| PO BOX 300 | GREENSBORO | VT | 05841 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $10,000 |
| YMCA CAMP MENOGYN | |||||||
| 651 NICHOLET MALL SUITE 500 | MINNEAPOLIS | MN | 55402 | NONE | PUBLICLY SUPPORTED | CONTRIB. TO OTHER ORG. FOR THEIR ESTAB. PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,886 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $55,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $87,688 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $87,688 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER PREVOT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3534 BAYLEY-HAZEN ROAD | AddressLine1Txt |
| City | EAST HARDWICK | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2,543.2350 SHS VANGUARD BALANCED INDEX ADMIRAL | NoncashPropertyDesc |
| Fair Market Value | $100,000 | FairMarketValueAmt |
| Received | 2019-12-26 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TOTAL STOCK MKT IDX ADM | $642,143 | $1,541,361 |
| 500 INDEX FUND ADM | $80,593 | $187,452 |
| BALANCED INDEX ADM | $51,118 | $99,771 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE BETWEEN FMV AND BOOK VALUE OF CONTRIBUTIONS | Desc |
| Amt | $48,882 | Amt |
Comments