GREEN MOUNTAIN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GREEN MOUNTAIN FOUNDATION INC (EIN 47-5013315)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202503079349101660
- Schema version
- 2024v5.2
- 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
- Amortization Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-03T14:01:05-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ Advisors LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 68 SOUTH SERVICE ROAD STE 300 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 475013315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN MOUNTAIN FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O KATHLEEN M DOLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD BACCARI | InCareOfNm |
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9148045478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN DOLAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6314144000 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROLYN MAZZENGA | PreparerPersonNm |
| PTIN | P00132133 | PTIN |
| Phone | 6314144000 | PhoneNum |
| Preparation | 2025-10-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,317,686 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $505,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,905 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,803,409 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,830,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,170,562 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,308,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,669,467 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $348 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $348 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,577 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,288 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,289 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $230,985 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $193,781 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,457 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,185 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $956 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $3,120 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,120 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,890 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $870 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $265,203 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,930 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $199,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,168,763 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,168,763 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,433,966 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,930 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,368,171 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,874,821 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,611,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $936,433 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,790,776 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,790,776 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $12,515 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,743 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,743 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,634,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,201,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,201,432 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,660,176 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,664,999 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,664,999 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $467,953 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $646,358 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $646,358 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $14,345 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,967 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,334 | LandBOYAmt |
| Land EOY | $6,378 | LandEOYAmt |
| Land EOYFMV | $6,378 | LandEOYFMVAmt |
| Total Assets BOY | $26,718,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,317,686 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,317,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $26,718,753 | CapitalStockBOYAmt |
| Capital Stock EOY | $28,317,686 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,718,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,317,686 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,718,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,317,686 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,718,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,874,821 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,593,574 | SubtotalAmt |
| Other Decreases | $4,275,888 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,317,686 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - LONG TERM COVERED | P | $3,751,981 | $3,766,846 | -$38,124 | -$14,865 |
| PUBLICLY TRADED SECURITIES - LONG TERM NONCOVERED | P | $97,623 | $96,820 | $803 | $803 |
| PUBLICLY TRADED SECURITIES - LONG TERM COVERED | P | $7,170,349 | $0 | $7,170,349 | $7,170,349 |
| PUBLICLY TRADED SECURITIES - SHORT TERM COVERED | P | $807,505 | $771,272 | $34,085 | $36,233 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,170,562 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,800 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105,800 | SubtotalAmt |
| Tax Based On Investment Income | $105,800 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,440 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $108,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,640 | OverpaymentAmt |
| Applied To ES Tax | $2,640 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | n/a | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD BACCARI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9148045478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | yorktown heights | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN M DOLAN | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | president | 15.0 | $0 | $0 | $0 |
| CHARLES F DOLAN DOD-12282024 | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICHARD BACCARI | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | TREASURER | 5.0 | $0 | $0 | $0 |
| MARIANNE DOLAN WEBER | ||||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | BOARD MEMBER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SA SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1014 | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHLNTHRPY CONSULTANT | ServiceTypeTxt |
| Compensation | $193,552 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,972,659 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,414,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $541,460 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,928,977 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,928,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $418,935 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,510,042 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,375,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,375,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,800 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,800 | TotalTaxAmt |
| Distributable Before Adj | $1,269,702 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,269,702 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,269,702 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,368,171 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,368,171 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,269,702 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,023,350 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,368,171 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,023,350 | AppliedToYear1Amt |
| Applied To Current Year | $344,821 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $924,881 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KATHLEEN DOLAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PER STATEMENT A ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | STATEMENT A | AddressLine1Txt |
| City | YORKTOWN HEIGHTS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10598 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | PER STATEMENT A ATTACHED | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PER STATEMENT A ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $1,168,763 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,168,763 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LET'S GROW KIDS | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL OPERATING SUPPORT | $0 |
| SOUTH ROYALTON LEGAL CLINIC- VERMONT LAW SCHOOL | |||||||
| 190 CHELSEA STREET | SOUTH ROYALTON | VT | 05068 | NONE | PC | FAMILY LAW PROGRAM | $0 |
| HIGH HORSES CENTER FOR EQUINE ASSISTED SERVICES | |||||||
| 138 HORSE FARM ROAD | SHARON | VT | 05065 | NONE | PC | COMMUNITY IMPACT CAMPAIGN | $0 |
| PURPLE CRAYON PRODUCTIONS | |||||||
| PO BOX 1014 | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | 3 YR ARTISTRY GRANT | $0 |
| TWIN PINE HOUSING | |||||||
| 226 HOLIDAY DRIVE | WHITE RIVER | VT | 05001 | NONE | PC | GENERAL OPERATING SUPPORT | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $465,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $505,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,803,409 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,308,787 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,308,787 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,577 | Amt |
| Net Investment Income | $1,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,289 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COSTS | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2015-09-03 | AcquiredCompletedOrExpendedDt |
| Amortized | $14,345 | AmortizedAmt |
| Deduction For Prior Years | $7,967 | DeductionForPriorYearsAmt |
| Amortization Period | 15.0 | AmortizationPeriodRt |
| Current Year Amortization | $956 | CurrentYearAmortizationAmt |
| Total Amortization | $8,923 | TotalAmortizationAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | SA SERVICES | ContractorPersonNm |
| Explanation | PHILANTHROPY RESEARCH, CONSULTING AND GRANTS ADMINISTRATION | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM TERM CORP BOND | $86,869 | $86,869 |
| FIXED INCOME - SEE STATEMENT C | $8,578,130 | $8,578,130 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PUBLICLY TRADED SECURITY -MSGS | $0 | $0 |
| PUBLICLY TRADED SECURITY -MSGE | $1,755,792 | $1,755,792 |
| EQUITIES- SEE STATEMENT B | $12,176,883 | $12,176,883 |
| US LARGE & MID CAP FUNDS | $280,175 | $280,175 |
| PUBLICLY TRADED SECURITY -SE | $1,988,582 | $1,988,582 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS- BOA STATEMENT B | FMV | $41,784 | $41,784 |
| WALTON STREET REAL ESTATE FUND | FMV | $583,514 | $583,514 |
| PE BLUE OWL GP STAKES K1 | FMV | $21,060 | $21,060 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATION COSTS | CategoryOrItemTxt |
| Cost Or Other Basis | $14,345 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $8,923 | AccumulatedDepreciationAmt |
| Book Value | $5,422 | BookValueAmt |
| EOYFMV | $6,378 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $348 | LegalFeesAmt |
| Disbursements Charitable Prps | $348 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED PORTFOLIO HOLDINGS | Desc |
| Amt | $4,275,888 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $21 | $21 | |
| CHARITABLE SUBSCRIPTIONS | $849 | $849 | |
| PORTFOLIO DED- PASS THRU WSRED | $3,203 | $3,203 | |
| PORTFOLIO DED- PASS THRU PEBOG | $1,687 | $1,687 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $5,115 | $5,115 | |
| INVESTMENT ADVISORY FEES | $32,089 | $31,452 | |
| PHILANTHROPIC CONSULTANT EXP | $193,552 | $193,552 | |
| DELAWARE REPRESENTATIVE FEES | $229 | $229 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $54 | $54 |
| FOREIGN TAXES PAID | $11,687 | $11,687 |
| FEDERAL EXCISE TAXES | $6,272 | |
| FOREIGN ADR FEES | $3,444 | $3,444 |
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