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THE ORVIS CHARITABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE ORVIS CHARITABLE FOUNDATION (EIN 83-1437443)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-09-09
IRS object ID
202022539349100902
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-09-09T12:09:30-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831437443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Orvis Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlORVIBusinessNameControlTxt
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)
PersonSIMON PERKINSPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-08-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.82.234.252IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520202535000015FederalOriginalSubmissionId
Federal Original Submission Id2020-09-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5EBD0F9611F6C2B8155DB0E8CB23DDD2FF5D3B12AtSubmissionCreationDeviceId
At Submission Filing Device Id384717C1FADDEF7B1C9CB58DAC69F19ED4566B5BAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,344FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$78,394ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$122InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$122InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$78,516TotalRevAndExpnssAmt
Total Net Invst Incm$122TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$7,555OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,555OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,555TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,555TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$47,555TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,555TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$30,961ExcessRevenueOverExpensesAmt
Net Investment Income$122NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,383SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,344SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,344SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$2,383TotalAssetsBOYAmt
Total Assets EOY$33,344TotalAssetsEOYAmt
Total Assets EOYFMV$33,344TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,383RetainedEarningBOYAmt
Retained Earning EOY$33,344RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,383TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$33,344TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,383TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$33,344TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,383TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$30,961ExcessRevenueOverExpensesAmt
Subtotal$33,344SubtotalAmt
Tot Net Ast Or Fund Balances EOY$33,344TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,621AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$978NetVlNoncharitableAssetsYr1Amt
Distribution Yr17.792434DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$0NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.0DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution7.792434TotalDistributionRt
Average Distribution7.792434AverageDistributionRt
Net Vl Noncharitable Assets$21,634NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$168,582AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$168,583AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$47,555QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2InvestmentIncomeExciseTaxAmt
Subtotal$2SubtotalAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2TotalPaymentsAndCreditsAmt

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 EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

FieldValueIRS element (for citing)
PersonSimon PerkinsPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, Pres, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,963AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,963TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,963AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$329CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,634NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,082MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,082MinimumInvestmentReturnAmt
Tax Based On Investment Income$2TaxBasedOnInvestmentIncomeAmt
Total Tax$2TotalTaxAmt
Distributable Before Adj$1,080DistributableBeforeAdjAmt
Distributable Before Ded$1,080DistributableBeforeDedAmt
Distributable As Adjusted$1,080DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,555ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$47,555QualifyingDistributionsAmt
Adjusted Qualifying Distri$47,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,080DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr1$7,600ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,600TotalExcessDistributionCyovAmt
Qualifying Distributions$47,555QualifyingDistributionsAmt
Applied To Current Year$1,080AppliedToCurrentYearAmt
Remaining Distri From Corpus$46,475RemainingDistriFromCorpusAmt
Total Corpus$54,075TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$54,075ExcessDistriCyovToNextYrAmt
Excess From Year1$7,600ExcessFromYear1Amt
Excess From Current Year$46,475ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENNINGTON COUNTY HUMANE SOCIETY INC - SECOND CHAN
1779 VT RTE 7AARLINGTONVT05250N/APCCapital Campaign.$5,000
BURR & BURTON ACADEMY
PO BOX 498MANCHESTERVT05254N/APCGeneral & Unrestricted$2,500
CHESAPEAKE BAY FOUNDATION INC
6 HERNDON AVEANNAPOLISMD21403N/APCSpring Oyster Appeal Challenge$5,000
CONNECTICUT RIVER WATERSHED COUNCIL INC
15 BANK ROW STGREENFIELDMA01301N/APCSource to the Sea River Clean-up$1,000
HABITAT FOR HUMANITY INTERNATIONAL INC
PO BOX 1159MANCHESTERVT05254N/APCCharitable Event$1,000
MARK SKINNER LIBRARY
PO BOX 1105MANCHESTER CTRVT05255N/APCGeneral & Unrestricted$500
TROUT UNLIMITED
1777 N KENT ST STE 100ARLINGTONVA22209N/APCSupport for the TU/Orvis Embrace A Stream campaign$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt

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$122ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$122ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$122TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonThe Orvis Company IncContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1178 Conservation WayAddressLine1Txt
CitySunderlandCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Total Contributions$78,394TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationAs explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2019, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $40,000. This amount represents 25% or more of the Foundation's net assets of $2,383 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2019. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein.ExplanationTxt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$7,555RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$7,555DisbursementsCharitablePrpsAmt

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