FORREST C AND FRANCES H LATTNER FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FORREST C AND FRANCES H LATTNER FOUNDATION INC (EIN 20-3106502)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-10
- IRS object ID
- 202032549349100113
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-10T12:08:30-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591498196 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH GRAHAM & ELLINGSWORTH PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 96 NE FOURTH AVENUE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33483 | 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 | 203106502 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORREST C & FRANCES H LATTNER | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORR | BusinessNameControlTxt |
| Phone | 5612669494 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 NE 4TH STREET NO C | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN L LLOYD | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 5612669494 | PhoneNum |
| Signature | 2020-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS A SMITH CPA | PreparerPersonNm |
| PTIN | P00954611 | PTIN |
| Phone | 5612767468 | PhoneNum |
| Preparation | 2020-09-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.57.9.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-08 | IPDt |
| IP Tm | 15:42:45 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 778B21D02D69F2414F0CE96AA55D8834E2E0CECF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 128D14495249289214BB49B888DABC5481E653D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $68,543,746 | 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 | $69,573 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,573 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $658,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $658,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,242,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,519,924 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,242,628 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $896,744 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $896,744 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,866,993 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,866,993 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,193 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,639 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $186,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $150,241 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $37,560 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $112,681 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,010 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,010 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $404,669 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $404,669 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $115,426 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66,436 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,631 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $8,740 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,766 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $55,101 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,530 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,571 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $502 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $126 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $376 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,013 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,752 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,030,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $615,488 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $376,074 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,153,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,153,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,184,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $615,488 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,529,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,317,652 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,251,505 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,634,509 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,906,369 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,906,369 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $17,583 | AcctRcvblAmt |
| Acct Rcvbl BOY | $286,996 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $17,583 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $17,583 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $114,726 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $126,375 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $126,375 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $60,247,303 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $59,924,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,378,851 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $159,792 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,724 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $122,808 | LandBOYAmt |
| Land EOY | $114,068 | LandEOYAmt |
| Land EOYFMV | $114,068 | LandEOYFMVAmt |
| Other Assets BOY | $500 | OtherAssetsBOYAmt |
| Other Assets EOY | $500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $64,406,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $63,089,190 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $68,543,746 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $64,406,842 | RetainedEarningBOYAmt |
| Retained Earning EOY | $63,089,190 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,406,842 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $63,089,190 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,406,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $63,089,190 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,406,842 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,317,652 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $63,089,190 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $63,089,190 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 35,460.993 SHS PRINCIPAL DIVESIF REAL ASSET I | P | 2017-08-24 | 2019-05-06 | $400,000 | $405,149 | -$5,149 | -$5,149 |
| 8,800.2350 SHS FPA CRESCENT FUND | P | 2011-07-26 | 2019-05-07 | $300,000 | $245,442 | $54,558 | $54,558 |
| 5,714 SHS VANGUARD INTL EQUITY INDEX FUND | P | 2017-04-25 | 2019-05-07 | $249,640 | $227,044 | $22,596 | $22,596 |
| 18,925.057 SHS ARTISAN DEVELOPING WORLD FUND INS | P | 2017-05-01 | 2019-05-09 | $250,000 | $216,881 | $33,119 | $33,119 |
| 356.508313 SHS VALINOR CAPITAL PTNRS OFFSHORE LTD 1B | P | 2011-06-28 | 2019-06-30 | $484,430 | $517,089 | -$32,659 | -$32,659 |
| 383.594506 SHS VALINOR CAPITAL PTNRS OFFSHORE LTD 1C | P | 2011-06-28 | 2019-06-30 | $532,817 | $552,291 | -$19,474 | -$19,474 |
| 10,101.010 SHS FPA CRESCENT FUND | P | 2011-07-26 | 2019-12-17 | $350,000 | $281,721 | $68,279 | $68,279 |
| 26,206.323 SHS PIMCO INCOME FUND | P | 2017-11-30 | 2019-12-17 | $315,000 | $324,379 | -$9,379 | -$9,379 |
| 8,494 SHS VANGUARD INTL EQUITY INDEX FUND | P | 2017-04-25 | 2019-12-18 | $374,415 | $337,506 | $36,909 | $36,909 |
| DAVIDSON KEMPNER INSTITUTIONAL PTRS LP | P | $112,478 | $112,478 | $112,478 | |||
| ARROWSTREET INTL | P | $14,596 | $14,596 | $14,596 | |||
| POLUNIN DEV COUNTRIES FD | P | $84,475 | -$84,475 | -$84,475 | |||
| SILCHESTER INT'L VALUE EQUITY TRUST | P | $308,653 | $308,653 | $308,653 | |||
| VALINOR CAPITAL PARTNERS -1C | P | $83,268 | $83,268 | $83,268 | |||
| METRO REAL ESTATE PARTERS IV LP | P | $43,571 | -$43,571 | -$43,571 | |||
| METRO REAL ESTATE PARTERS V LP | P | $869 | -$869 | -$869 | |||
| METRO REAL ESTATE PARTERS VI LP | P | $12,178 | $12,178 | $12,178 | |||
| PARK STREET CAPITAL PRIVATE EQUITY VII LP | P | $38,533 | $38,533 | $38,533 | |||
| PARK STREET CAPITAL PRIVATE EQUITY VIII LP | P | $108,684 | $108,684 | $108,684 | |||
| PARK STREET CAPITAL NATURAL RESOURCE FD LP | P | $39,025 | -$39,025 | -$39,025 | |||
| PARK STREET CAPITAL NATURAL RESOURCES CORP | P | $1,854 | -$1,854 | -$1,854 | |||
| NO TRUST - AGENCY | P | $18 | $18 | $18 | |||
| NO TRUST - NT-2-086843 | P | $401,349 | $401,349 | $401,349 | |||
| NO TRUST - OPERATING | P | $86 | $86 | $86 | |||
| COATUE OFFSHORE FD LTD | P | $79,237 | $79,237 | $79,237 | |||
| PALESTRA CAP OFFSHORE | P | $74,384 | $74,384 | $74,384 | |||
| FCOI II HOLDINGS LP | P | $30,158 | $30,158 | $30,158 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,242,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,651,432 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $66,442,146 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054957 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,345,481 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $69,490,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033753 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,536,913 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $63,949,316 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039671 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,231,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $66,338,991 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063783 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,293,972 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $73,686,242 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058274 | DistributionYr5Rt |
| Total Distribution | 0.250438 | TotalDistributionRt |
| Average Distribution | 0.050088 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,893,187 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,250,370 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,515 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,272,885 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,529,824 | 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 | $22,515 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,515 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,515 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $119,881 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $119,881 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $97,366 | OverpaymentAmt |
| Applied To ES Tax | $40,000 | AppliedToESTaxAmt |
| Refund | $57,366 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | FORREST FRANCES LATTNER FOUNDATIO | IndividualWithBooksNm |
| Phone | 5612669494 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 NE 4TH STREET STE C | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33444 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DREW H HOLLENBECK | ||||||||
| 241 NE 4TH STREET STE C | DELRAY BEACH | FL | 33444 | TRUSTEE | 10.00 | $70,795 | $0 | $0 |
| DAVID W HOLLENBECK | ||||||||
| 241 NE 4TH STREET STE C | DELRAY BEACH | FL | 33444 | TRUSTEE | 10.00 | $70,949 | $0 | $0 |
| DOUGLAS W HOLLENBECK | ||||||||
| 241 NE 4TH STREET STE C | DELRAY BEACH | FL | 33444 | TRUSTEE | 10.00 | $67,448 | $0 | $0 |
| SUSAN L LLOYD | ||||||||
| 241 NE 4TH STREET STE C | DELRAY BEACH | FL | 33444 | CHAIRMAN | 10.00 | $24,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUE MANN | ||||||||
| 241 NE 4TH STREET STE C | DELRAY BEACH | FL | 33444 | FUND MANAGER | 40.00 | $106,538 | $0 | $0 |
| MARIE CLAIRE A DIAB | ||||||||
| 241 NE 4TH STREET STE C | DELRAY BEACH | FL | 33444 | ADMINISTRATIVE | 40.00 | $43,702 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $62,013,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,504,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $363,721 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,881,408 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,881,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $988,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,893,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,244,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,244,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,515 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,159 | IncomeTaxAmt |
| Total Tax | $25,674 | TotalTaxAmt |
| Distributable Before Adj | $3,218,985 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,218,985 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,218,985 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,529,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,529,824 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,515 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,507,309 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,218,985 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $650,372 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $995,631 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $403,829 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,049,832 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,529,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,218,985 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,839 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,360,671 | 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 | $650,372 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,710,299 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $995,631 | ExcessFromYear4Amt |
| Excess From Year1 | $403,829 | ExcessFromYear1Amt |
| Excess From Current Year | $310,839 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR NATURAL HEALTH FOUNDATION | |||||||
| 1011 E JEFFERSON ST STE 204 | CHARLOTTESVILLE | VA | 22902 | NONE | 501(C)3 | SUPPORT PROTECTION OF CONSUMER ACCESS TO | $25,000 |
| AMERICAN CITIZENS FOR HEALTH CHOICE | |||||||
| 6031 CULLIGAN WAY | MINNETONKA | MN | 55345 | NONE | 501(C)3 | HEALTH CHOICE VERMONT | $3,000 |
| AYERSFOUNDATION | |||||||
| 6 HAVERSHAM RD | WESTERLY | RI | 02891 | NONE | 501(C)3 | GENERAL SUPPORT | $12,000 |
| BEYOND PESTICIDES-ORGANIC EYE | |||||||
| 701 E STREET SE STE 200 | WASHINGTON | DC | 20003 | NONE | 501(C)3 | ORGANICEYE PROJECT | $18,000 |
| EARTH ECHO INT'L | |||||||
| 2101 L STREET NW STE 800 | WASHINGTON | DC | 20037 | NONE | 501(C)3 | BEYOND THE REEF | $200,000 |
| BIOFIELD TUNING INSTITUTE | |||||||
| 1 MAIN ST 307 | BURLINGTON | VT | 05401 | NONE | 501(C)3 | VETERANS RESEARCH STUDY | $20,000 |
| BIONUTRIENT FOOD ASSOCIATION | |||||||
| 24 HILLSVILLE RD | N BROOKFIELD | MA | 01535 | NONE | 501(C)3 | PROGRAM SUPPORT | $40,000 |
| BREAST CANCER RESEARCH FOUNDATION | |||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | 501(C)3 | BCRF RESEARCH AWARD FOR DR. LINDA VAHDAT | $125,000 |
| BRATTLEBORO MEMORIAL HOSPITAL | |||||||
| 17 BELMONT AVE | BRATTLEBORO | VT | 05301 | NONE | 501(C)3 | VERMONT HEALTHY FOOD IN HEALTHCARE NETWORK | $20,000 |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| CENTER FOR YOUTH | |||||||
| 905 MONROE AVE | ROCHESTER | NY | 14620 | NONE | 501(C)3 | GENERAL SUPPORT | $2,500 |
| CHILDREN'S GLOBAL ALLIANCE | |||||||
| 2121 N FRONTAGE RD 176 | VAIL | CO | 81657 | NONE | 501(C)3 | DIRECT DERVICE COSTS | $105,000 |
| CHRISTIANS REACHING OUT TO SOCIETY | |||||||
| 3677 23RD AVE S B-101 | LAKE WORTH | FL | 33461 | NONE | 501(C)3 | CARING KITCHEN DELRAY | $35,000 |
| THE COMFORT CUB | |||||||
| 2240 ENCINITAS BLVD STE D110 | ENCINITAS | CA | 92024 | NONE | 501(C)3 | GENERAL OPERATING SUPPORT | $35,000 |
| COMMITTEE ON TEMPORARY SHELTER | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | NONE | 501(C)3 | FAMILY SHELTER & CHILDREN'S PROGRAM | $5,000 |
| COMMON ROOTS | |||||||
| PO BOX 9335 | S BURLINGTON | VT | 05407 | NONE | 501(C)3 | PROGRAM SUPPORT | $40,000 |
| COMMUNITY GREENING | |||||||
| 3384 LAKEVIEW BLVD | DELRAY BEACH | FL | 33445 | NONE | 501(C)3 | PLANTING PRIDE, TREE-PLANTING CAMPAIGN | $35,000 |
| THE COMPASS SCHOOL | |||||||
| 537 OLD NORTH RD | KINGSTON | RI | 02881 | NONE | 501(C)3 | FARM SUPPORT AND BARN RENOVATION | $75,000 |
| CONSERVATION LAW FOUNDATION | |||||||
| 62 SUMMER STREET | BOSTON | MA | 02110 | NONE | 501(C)3 | ADVOCACY TO PRESERVE & PROTECT RI ENVIRONMENT | $30,000 |
| CORNUCOPIA INSTITUTE | |||||||
| PO BOX 126 | CORNUCOPIA | WI | 54827 | NONE | 501(C)3 | MARKETPLACE ACTIVISM ORGANIC POLICY & INDUSTR | $17,000 |
| THE CROSSROADS CLUB | |||||||
| 1700 LAKE IDA RD | DELRAY BEACH | FL | 33445 | NONE | 501(C)3 | DRUG EDUCATION, SERVICE AND PREVENTION | $15,000 |
| DELRAY BEACH HISTORICAL SOCIETY | |||||||
| 3 NE FIRST ST | DELRAY BEACH | FL | 33483 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| DELRAY BEACH PUBLIC LIBRARY | |||||||
| 100 W ATLANTIC AVE | DELRAY BEACH | FL | 33444 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST STE 500 | SAN FRANCISCO | CA | 94111 | NONE | 501(C)3 | SUSTAINABLE FOOD & FARMING PROGRAM | $25,000 |
| ENVIRONMENT & HUMAN HEALTH | |||||||
| 1191 RIDGE RD | N HAVEN | CT | 06473 | NONE | 501(C)3 | RESEARCH REPORT PLASTICS | $75,000 |
| ENVIRONMENT RHODE ISLAND RESEARCH&POL | |||||||
| 11 S ANGELL ST 160 | PROVIDENCE | RI | 29606 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVE S | NEW YORK | NY | 10010 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| ENVIRONMENTAL WORKING GROUP | |||||||
| 1436 U ST NW STE 100 | WASHINGTON | DC | 20009 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| EPIDEMIC ANSWERS | |||||||
| 360 BLOOMFIELD AVE STE 301 | WINDSOR | CT | 06095 | NONE | 501(C)3 | THE DOCUMENTING HOPE PROJECT | $80,000 |
| FAMILIES FIRST IN SOUTHERN VERMONT | |||||||
| PO BOX 939 | WILMINGTON | VT | 05363 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| FARM-BASED EDUCATION ASSOCIATION | |||||||
| 1611 HARBOR RD | SHELBURNE | VT | 05482 | NONE | 501(C)3 | 2020 NOURISH VERMONT TRADITIONAL FOODS & H | $90,000 |
| FELLOWSHIP OF THE WHEEL | |||||||
| PO BOX 1566 | WILLISTON | VT | 05495 | NONE | 501(C)3 | GENERAL SUPPORT | $4,000 |
| FLYNN CENTER FOR THE PERFORMING ARTS | |||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(C)3 | 2019-2020 FLYNN STUDENT MATINEE SERIES | $20,000 |
| FOOD & WATER WATCH | |||||||
| 1616 P ST NW | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL SUPPORT | $2,400 |
| GIRLS ON THE RUN RHODE ISLAND | |||||||
| PO BOX 72787 | PROVIDENCE | RI | 02907 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| GREEN AMERICA | |||||||
| 1612 K ST NW STE 600 | WASHINGTON | DC | 20006 | NONE | 501(C)3 | SOIL SUPERHEROES CAMPAIGN | $10,000 |
| GREEN MOUNTAIN VALLEY SCHOOL | |||||||
| 271 MOULTON RD | WAITSFIELD | VT | 05673 | NONE | 501(C)3 | GMVS NUTRITION, DIET & PERFORMANCE INITIATIVE | $40,000 |
| HABITAT FOR HUMANITY VAIL VALLEY | |||||||
| PO BOX 4149 | AVON | CO | 81620 | NONE | 501(C)3 | FUND FOUNDATIONS FOR HOMES TO BE BUILT IN 2019 | $15,000 |
| THE HOLE IN THE WALL GANG FUND | |||||||
| 555 LONG WHARF DR | NEW HAVEN | CT | 06511 | NONE | 501(C)3 | UNDERWRITE A SPECIALIST FOR HOSPITAL OUTREACH | $75,000 |
| INSPIRIT | |||||||
| PO BOX 248 | LAKE WORTH | FL | 33460 | NONE | 501(C)3 | EXPAND SERVICES IN PALM BEACH COUNTY | $10,000 |
| INTERVALE CENTER | |||||||
| 180 INTERVALE RD | BURLINGTON | VT | 05401 | NONE | 501(C)3 | GENERAL OPERATING SUPPORT | $40,000 |
| ISLAND PRESSCENTER FOR RES ECONOMICS | |||||||
| 2000 M ST NW STE 650 | WASHINGTON | DC | 20036 | NONE | 501(C)3 | PUBLISHING AND EDUCATIONAL EFFORTS | $40,000 |
| JONNYCAKE CENTER OF WESTERLY | |||||||
| 23 INDUSTRIAL DR | WESTERLY | RI | 02891 | NONE | 501(C)3 | FOOD PANTRY, EMERGENCY FINANCIAL AID, EDUCAT | $35,000 |
| KAPPA DELTA FOUNDATION | |||||||
| 3205 PLAYERS LN | MEMPHIS | TN | 38125 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| KING STREET CENTER | |||||||
| PO BOX 1615 | BURLINGTON | VT | 05402 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| LANPHEAR LIVERY THEATRICAL GROUP | |||||||
| 34 SHORE RD | WESTERLY | RI | 02891 | NONE | 501(C)3 | HELP START AND FUND THE THEATRE CAMP | $5,000 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH ST NW STE 700 | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| LITERACY VOLUNTEERS OF WASHINGTON CNTY | |||||||
| 93 TOWER ST UNITS 25 26 | WESTERLY | RI | 02891 | NONE | 501(C)3 | OPERATING SUPPORT | $15,000 |
| LITTLE BELLAS | |||||||
| PO BOX 1083 | JERICHO | VT | 05465 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| LUND | |||||||
| 76 GLEN RD | BURLINGTON | VT | 05401 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| MAKE-A-WISH FOUNDATION OF MASSACHUSET | |||||||
| 20 HEMINGWAY DR | E PROVIDENCE | RI | 02915 | NONE | 501(C)3 | PROVIDENCE, RI CHAPTERS' WISHES PROGRAM | $2,000 |
| MARLBORO MEETING HOUSE | |||||||
| PO BOX 64 | MARLBORO | VT | 05344 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| MEADOWBROOK WALDORF SCHOOL | |||||||
| 300 KINGSTOWN RD | W KINGSTON | RI | 02892 | NONE | 501(C)3 | GREENFIBER INSULATION, AND MARMOLEUM FLOOR | $50,000 |
| MIDDLEBRIDGE SCHOOL | |||||||
| 333 OCEAN RD | NARRAGANSETT | RI | 02882 | NONE | 501(C)3 | EDIBLE SCHOOL YARD, SOURCED ORGANIC | $30,000 |
| MIND SPRINGS HEALTH | |||||||
| 6916 HIGHWAY 82 | GLENWOOD SPRINGS | CO | 81601 | NONE | 501(C)3 | HELP MATCH A CHALLENGE GRANT FOR FACILITIES | $100,000 |
| MURAL ARTS PHILADELPHIA | |||||||
| 1727-29 MT VERNON ST | PHILADELPHIA | PA | 19130 | NONE | 501(C)3 | ART EDUCATION PROGRAM & INSTITUTE | $75,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| PO BOX 1583 | MERRIFIELD | VA | 22116 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 W 20TH ST | NEW YORK | NY | 10011 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| THE NATURE CONSERVANCY IN RHODE ISLAND | |||||||
| 159 WATERMAN ST | PROVIDENCE | RI | 02906 | NONE | 501(C)3 | RHODE ISLAND CHAPTER WORK | $50,000 |
| NEW ENGLAND SCIENCE AND SAILING FDN | |||||||
| PO BOX 733 | STONINGTON | CT | 06378 | NONE | 501(C)3 | GENERAL SUPPORT | $10,000 |
| NORTON MUSEUM OF ART | |||||||
| 1450 S DIXIE HWY | WEST PALM BEACH | FL | 33401 | NONE | 501(C)3 | GENERAL SUPPORT | $7,000 |
| NORTHEAST ORGANIC FARMING ASSN (NOFA) | |||||||
| P O BOX 697 | RICHMOND | VT | 05477 | NONE | 501(C)3 | GROW ORGANIC AGRICULTURE IN VERMONT | $50,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH ST NW 8TH FL | WASHINGTON | DC | 20036 | NONE | 501(C)3 | TRASH FREE SEAS PROGRAM; OCEAN CLIMATE | $100,000 |
| OCEANA | |||||||
| 1350 CONNECTICUT AVE NW 5TH FL | WASHINGTON | DC | 20036 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| OIL CHANGE INTERNATIONAL | |||||||
| 714 G ST SE STE 202 | WASHINGTON | DC | 20003 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| ORGANIC CONSUMERS ASSOCIATION | |||||||
| 6771 S SILVER HILL DR | FINLAND | MN | 55603 | NONE | 501(C)3 | BEN & JERRY'S CAMPAIGN-FROM INDUSTRIAL | $25,000 |
| ORGANIC FARMING RESEARCH FOUNDATION | |||||||
| PO BOX 440 | SANTA CRUZ | CA | 95061 | NONE | 501(C)3 | GENERAL OPERATING SUPPORT | $25,000 |
| PCI-MEDIA IMPACT | |||||||
| 777 UNITED NATIONS PLAZA 5TH FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)3 | PUNTA FUEGO; BELIZE SUSTAINABLE FISHERIES | $10,000 |
| PALM BEACH POST SEASON TO SHARE FUND | |||||||
| 2751 S DIXIE HIGHWAY | WEST PALM BEACH | FL | 33405 | NONE | 501(C)3 | SEASON TO SHARE FUND 2019 | $30,000 |
| PUPPIES BEHIND BARS | |||||||
| 236 W 38TH ST 4TH FL | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| REAL ORGANIC PROJECT | |||||||
| 82 WILSON RD | E THETFORD | VT | 05043 | NONE | 501(C)3 | GENERAL OPERATING AND PROGRAM COSTS | $245,000 |
| REGENERATION VERMONT | |||||||
| 135 LONDON LN | HARDWICK | VT | 05843 | NONE | 501(C)3 | VERMONT RISING:BEYOND BIG DAIRY CAMPAIGN | $35,000 |
| RISE SOCIETY | |||||||
| 8820 LADUE RD STE 203 | ST LOUIS | MO | 63124 | NONE | 501(C)3 | GENERAL SUPPORT | $5,000 |
| RURAL VERMONT | |||||||
| 46 E STATE ST | MONTPELIER | VT | 05602 | NONE | 501(C)3 | OPERATIONAL SUPPORT FOR EDUCATION, ADVOCACY | $40,000 |
| RUSSELL BYERS CHARTER SCHOOL | |||||||
| 1911 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | 501(C)3 | SMART BOARDS FOR MIDDLE SCHOOL CLASSROOMS | $25,000 |
| SAVE THE BAY | |||||||
| 100 SAVE THE BAY DRIVE | PROVIDENCE | RI | 02905 | NONE | 501(C)3 | CONTINUED IMPROVEMENT FOR THE HEALTH OF LITTLE | $65,000 |
| SAVE THE WAVES COALITION | |||||||
| PO BOX 183 | DAVENPORT | CA | 95017 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| SCULPTURE SCHOOL | |||||||
| PO BOX 893 | WAITSFIELD | VT | 05673 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05842 | NONE | 501(C)3 | BREEDING BARN RESTORATION CAMPAIGN, FOOD | $85,000 |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER ST STE 1300 | OAKLAND | CA | 94612 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| SKI & SNOWBOARD CLUB VAIL | |||||||
| 598 VAIL VALLEY DR | VAIL | CO | 81657 | NONE | 501(C)3 | SCHOLARSHIPS AND NEW CLUBHOUSE | $75,000 |
| THE SOUP KITCHEN INC | |||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33474 | NONE | 501(C)3 | PROGRAM SUPPORT | $65,000 |
| SOUTHEASTERN GUIDE DOGS | |||||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | NONE | 501(C)3 | VETERANS PROGRAM | $10,000 |
| STAND UP FOR ANIMALS | |||||||
| PO BOX 1706 | WESTERLY | RI | 02891 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| STARTING HEARTS | |||||||
| PO BOX 2981 | AVON | CO | 81620 | NONE | 501(C)3 | LEADERSHIP AND LIFESAVING CURRICULUM | $25,000 |
| STEADMAN PHILIPPON RESEARCH INSTITUTE | |||||||
| 181 W MEADOW DR STE 1000 | VAIL | CO | 81657 | NONE | 501(C)3 | EQUIPMENT-RELATED SKIING INJURY PREVENTION | $60,000 |
| STUDIO 878 TRUST | |||||||
| 878 MAIN ST | CHATHAM | MA | 02633 | NONE | 501(C)3 | ADAM IN CHATHAM'S CHANCE TO DANCE | $2,500 |
| SURFRIDER FOUNDATION | |||||||
| PO BOX 73550 | SAN CLEMENTE | CA | 92673 | NONE | 501(C)3 | PLASTIC POLLUTION INITIATIVE | $75,000 |
| TRINITY YARD SCHOOL | |||||||
| PO BOX 391 | BRISTOL | VT | 05472 | NONE | 501(C)3 | CAREER DEVELOPMENT PROGRAM | $15,000 |
| TURNING POINT CENTER OF CHITTENDEN COUNT | |||||||
| 179 S WINOOSKI AVE STE 301 | BURLINGTON | VT | 05401 | NONE | 501(C)3 | GENERAL SUPPORT | $2,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | 501(C)3 | GENERAL SUPPORT | $1,100 |
| UNIVERSITY OF VERMONT FOUNDATION | |||||||
| 411 MAIN ST | BURLINGTON | VT | 05401 | NONE | 501(C)3 | UNIVERSITY OF VERMONT PASTURE PROGRAM | $30,000 |
| VERMONT COMMUNITY GARDEN NETWORK | |||||||
| ONE MILL ST STE 200 | BURLINGTON | VT | 05401 | NONE | 501(C)3 | DIRECT GARDEN EDUCATION PROGRAMS | $10,000 |
| VERMONT GRASS FARMERS ASSOCIATION | |||||||
| 327 US RTE 302 | BARRE | VT | 05061 | NONE | 501(C)3 | PROGRAM SUPPORT | $25,000 |
| WAYSIDE HOUSE | |||||||
| 378 NE SIXTH AVE | DELRAY BEACH | FL | 33483 | NONE | 501(C)3 | WOMEN'S HOLISTIC TREATMENT THERAPIES | $30,000 |
| WARM (WESTERLY AREA REST MEALS) | |||||||
| 56 SPRUCE STREET | WESTERLY | RI | 02891 | NONE | 501(C)3 | HARVEST HOMES PROGRAM | $35,000 |
| WESTERLY ARMORY RESTORATION | |||||||
| PO BOX 614 | WESTERLY | RI | 02891 | NONE | 501(C)3 | DRILL HALL DORMER PAINTING AND REPAIR | $3,750 |
| THE WESTERLY LAND TRUST | |||||||
| PO BOX 601 | WESTERLY | RI | 02891 | NONE | 501(C)3 | ELEANOR F. AND EDWARD W. BARLOW NATURE | $83,000 |
| WESTERLY REVOLVING FUND | |||||||
| PO BOX 112 | WESTERLY | RI | 02891 | NONE | 501(C)3 | ASSIST WITH ACQUISITION AND RENOVATION | $25,000 |
| WILLIAM T DWYER HIGH SCHOOL | |||||||
| 13601 N MILITARY TRL | PALM BEACH GARDEN | FL | 33418 | NONE | 501(C)3 | CHORUS | $3,000 |
| THE WOOD-PAWCATUCK WATERSHED ASSN | |||||||
| 203 ARCADIA ROAD | HOPE VALLEY | RI | 02832 | NONE | 501(C)3 | BRIDGE FUNDING FOR THE WILD & SCENIC RIVERS | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,153,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,573 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $658,048 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $896,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,242,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,866,993 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,866,993 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,010 | Amt |
| Net Investment Income | $24,010 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE | 2006-01-01 | $6,793 | $6,793 | 200DB | 7.000000000000 | $0 | $0 |
| OFFICE EQUIPMENT | 2006-01-01 | $2,676 | $2,676 | 200DB | 5.000000000000 | $0 | $0 |
| DESK & RETURN | 2007-02-22 | $1,721 | $1,721 | 200DB | 7.000000000000 | $0 | $0 |
| LCD PROJECTOR | 2007-05-04 | $779 | $779 | 200DB | 7.000000000000 | $0 | $0 |
| TRAVEL PROJECTOR & STAND | 2007-04-30 | $490 | $490 | 200DB | 7.000000000000 | $0 | $0 |
| POSTERS FOR OFFICE | 2008-05-08 | $150 | $75 | 200DB | 7.000000000000 | $0 | $0 |
| FAX MACHINE | 2008-10-08 | $180 | $89 | 200DB | 5.000000000000 | $0 | $0 |
| TELEPHONE | 2008-11-07 | $102 | $51 | 200DB | 7.000000000000 | $0 | $0 |
| PRINTER | 2008-11-07 | $224 | $112 | 200DB | 5.000000000000 | $0 | $0 |
| COMPUTER | 2014-06-10 | $675 | $318 | 200DB | 5.000000000000 | $19 | $56 |
| DESKTOP COMPUTER & ACCESSORIES | 2015-05-27 | $710 | $294 | 200DB | 5.000000000000 | $41 | $142 |
| GRANTS ONLINE SYSTEM | 2015-12-31 | $15,000 | $1,251 | SL | 36.000000000000 | $417 | $417 |
| OFFICE BUILDOUT | 2016-12-15 | $116,234 | $16,144 | SL | 15.000000000000 | $7,749 | $7,749 |
| DATA & PHONE CABLING | 2016-12-16 | $2,090 | $687 | 200DB | 5.000000000000 | $143 | $418 |
| GRANTS ONLINE SYSTEM | 2017-12-31 | $8,900 | $371 | SL | 24.000000000000 | $371 | $371 |
| COMPUTER - DAVID | 2017-10-16 | $3,067 | 200DB | 5.000000000000 | $0 | $613 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $59,924,295 | BookValueAmt |
| EOYFMV | $65,378,851 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE | $6,793 | $6,793 | $0 |
| OFFICE EQUIPMENT | $2,676 | $2,676 | $0 |
| DESK & RETURN | $1,721 | $1,721 | $0 |
| LCD PROJECTOR | $779 | $779 | $0 |
| TRAVEL PROJECTOR & STAND | $490 | $490 | $0 |
| POSTERS FOR OFFICE | $150 | $150 | $0 |
| FAX MACHINE | $180 | $179 | $1 |
| TELEPHONE | $102 | $102 | $0 |
| PRINTER | $224 | $224 | $0 |
| COMPUTER | $675 | $675 | $0 |
| DESKTOP COMPUTER & ACCESSORIES | $710 | $690 | $20 |
| GRANTS ONLINE SYSTEM | $15,000 | $1,668 | $13,332 |
| OFFICE BUILDOUT | $116,234 | $23,893 | $92,341 |
| DATA & PHONE CABLING | $2,090 | $1,875 | $215 |
| GRANTS ONLINE SYSTEM | $8,900 | $742 | $8,158 |
| COMPUTER - DAVID | $3,067 | $3,067 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $500 | BOYBookValueAmt |
| EOY Book Value | $500 | EOYBookValueAmt |
| EOYFMV | $500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $14,355 | $3,589 | $10,766 |
| OFFICE MAINTENANCE | $1,300 | $325 | $975 |
| OFFICE EXPENSE | $11,206 | $2,801 | $8,405 |
| COMPUTER SUPPLIES | $3,341 | $835 | $2,506 |
| PAYROLL FEES | $2,526 | $631 | $1,895 |
| EQUIPMENT RENT | $996 | $249 | $747 |
| UTILITIES | $4,539 | $1,135 | $3,404 |
| MEMBERSHIP FEES | $750 | $187 | $563 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARROWSTREET INT'L EQUITY FD | $67,130 | $67,130 | $67,130 |
| ARTISAN DEV WORLD FD | $105 | $105 | $105 |
| DAVIDSON KEMPNER INSTL PTRS | $91,321 | $91,321 | $91,321 |
| FCOI II HOLDINGS LP | $52,398 | $52,398 | $52,398 |
| METRO RE PARTNERS IV LP | -$1,347 | -$1,347 | -$1,347 |
| METRO RE PARTNERS V LP | -$1,064 | -$1,064 | -$1,064 |
| METRO RE PARTNERS VI LP | $880 | $880 | $880 |
| PARK STREET CAP NAT RES CORP | -$448 | -$448 | -$448 |
| PARK STREET CAP NAT RES III LP | $15,385 | $15,385 | $15,385 |
| PARK STREET CAP PE FD VII LP | $5,068 | $5,068 | $5,068 |
| PARK STREET CAP PE FD VIII LP | $6,237 | $6,237 | $6,237 |
| SILCHESTER INTL VAL EQUITY TST | $576,806 | $576,806 | $576,806 |
| POLUNIN DEV COUNTRIES | $38,161 | $38,161 | $38,161 |
| PIMCO INSTITUTIONAL FUND | $706 | $706 | $706 |
| PALESTRA CAPITAL OFFSHORE FD | $35,371 | $35,371 | $35,371 |
| SENATOR GLOBAL OPPTY OFFSHORE | $10,035 | $10,035 | $10,035 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $150,000 | $150,000 | $0 |
| MANAGEMENT FEES | $254,669 | $254,669 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAID | $40,359 | $0 | $0 |
| FOREIGN TAX PAID | $63,392 | $63,392 | $0 |
| PAYROLL TAX | $11,508 | $2,877 | $8,631 |
| OTHER | $167 | $167 | $0 |
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