MILL FOUNDATION LTD: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MILL FOUNDATION LTD (EIN 20-1957778)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349106910
- 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
- Investments Corp Bonds Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T16:10:06-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SEAPORT BLVD STE 500 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 022102150 | 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 | 201957778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MILL FOUNDATION LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8022951800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 QUEEN CITY PARK ROAD | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA CARPENTER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8022951800 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER A LYDON | PreparerPersonNm |
| PTIN | P00987436 | PTIN |
| Phone | 6175305000 | PhoneNum |
| Preparation | 2025-11-14 | 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 | $2,963,506 | 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 |
| Dividends Rev And Expnss | $85,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $85,660 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,141 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $806,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,141 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $259,801 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $259,801 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,275 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,689 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,414 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $989,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $989,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,020,189 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,414 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $991,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$760,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,259,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,433 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,433 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $2,173,514 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,437,145 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,732,073 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,433,151 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,668,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,963,506 | 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 | $3,433,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,668,578 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,433,151 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,668,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,433,151 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,668,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,433,151 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$760,388 | ExcessRevenueOverExpensesAmt |
| Other Increases | $38,315 | OtherIncreasesAmt |
| Subtotal | $2,711,078 | SubtotalAmt |
| Other Decreases | $42,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,668,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $66,597 | $66,597 | $66,597 | ||
| 686.342 SHS PARNASSUS CORE EQUITY FUND | P | $39,985 | $3,221 | $3,221 | 2024-02-27 | $36,764 |
| 1,948.178 SHS FIDELITY INTERNATIONAL INDEX FUND | P | $100,000 | $22,146 | $22,146 | 2024-09-10 | $77,854 |
| 525.072 SHS FIDELITY 500 INDEX FUND | P | $100,000 | $28,519 | $28,519 | 2024-09-10 | $71,481 |
| 300,000.000 SHS UNITED STATES TREASURY BOND AC-2024 | P | $300,000 | $11,627 | $11,627 | 2024-09-03 | $288,373 |
| 10,857.763 SHS HARTFORD SCHRODERS INTERNATIONAL STOCK FUND CLASS I | P | $200,000 | $42,031 | $42,031 | 2024-12-13 | $157,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,141 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,216 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,216 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,168 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $21,168 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,952 | OverpaymentAmt |
| Applied To ES Tax | $17,952 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | 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 | PAULA ROCHE | IndividualWithBooksNm |
| Phone | 8023430757 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 217 MEADOWOOD DRIVE | AddressLine1Txt |
| City | S BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DONNA CARPENTER | ||||||||
| 180 QUEEN CITY PARK ROAD | BURLINGTON | VT | 05401 | PRESIDENT | 0.30 | $0 | $0 | $0 |
| CAROLYN WRIGHT | ||||||||
| 47 SOUTH PORTLAND | BROOKLYN | NY | 11217 | TREASURER | 0.30 | $0 | $0 | $0 |
| GEORGE CARPENTER | ||||||||
| 180 QUEEN CITY PARK ROAD | BURLINGTON | VT | 05401 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,119,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $322,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,442,244 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,442,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,634 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,390,610 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,216 | TotalTaxAmt |
| Distributable Before Adj | $166,315 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $166,315 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $166,315 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $991,775 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $991,775 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $166,315 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $960,795 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $833,025 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,165,181 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $514,736 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $757,180 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,230,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $991,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $166,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $825,460 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,056,377 | 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 | $960,795 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,095,582 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $833,025 | ExcessFromYear4Amt |
| Excess From Year3 | $1,165,181 | ExcessFromYear3Amt |
| Excess From Year2 | $514,736 | ExcessFromYear2Amt |
| Excess From Year1 | $757,180 | ExcessFromYear1Amt |
| Excess From Current Year | $825,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DONNA CARPENTER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOKS SCHOOL | |||||||
| 1160 GREAT POND ROAD | NORTH ANDOVER | MA | 01845 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CHILL GLOBAL | |||||||
| 180 QUEEN CITY PARK ROAD | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT | $240,000 |
| DARTMOUTH-HITCHCOCK ANNUAL FUND | |||||||
| ONE MEDICAL CENTER DR | LEBANON | NH | 03756 | NONE | PC | GENERAL SUPPORT | $10,000 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KELLY CLARK FOUNDATION | |||||||
| PO BOX 100 | MAMMOTH LAKES | CA | 93546 | NONE | PC | GENERAL SUPPORT | $2,500 |
| KINGDOM COUNTY PRODUCTIONS | |||||||
| 949 SOMERS RD | BARNET | VT | 05821 | NONE | PC | GENERAL SUPPORT | $50,000 |
| MARVELWOOD SCHOOL | |||||||
| 476 SKIFF MOUNTAIN RD | KENT | CT | 06757 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW ROAD | MORRISVILLE | VT | 05661 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NPR | |||||||
| 1111 NORTH CAPITOL STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $30,000 |
| PETER WESTBROOK FOUNDATION | |||||||
| GPO 7554 | NEW YORK | NY | 10116 | NONE | PC | GENERAL SUPPORT | $5,000 |
| PLANNED PARENTHOOD OF NO NEW ENGLAND | |||||||
| 784 HERCULES DR SUITE 110 | COLCHESTER | VT | 05446 | NONE | PC | GENERAL SUPPORT | $50,000 |
| PREVENT CHILD ABUSE VERMONT | |||||||
| PO BOX 829 | MONTPELIER | VT | 05601 | NONE | PC | GENERAL SUPPORT | $50,000 |
| PROJECT ALS | |||||||
| 801 RIVERSIDE DRIVE 6G | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $25,000 |
| PROTECT OUR WINTERS | |||||||
| 4676 BROADWAY STREET | BOULDER | CO | 80304 | NONE | PC | GENERAL SUPPORT | $50,000 |
| ST JOHN'S EPISCOPAL HOSPITAL | |||||||
| 377 OAK ST STE 302 | GARDEN CITY | NY | 11530 | NONE | PC | GENERAL SUPPORT | $2,500 |
| STOWE LAND TRUST | |||||||
| PO BOX 284 | STOWE | VT | 05672 | NONE | PC | GENERAL SUPPORT | $51,000 |
| THE CURRENT | |||||||
| 480 CEDAR STREET | SAINT PAUL | MN | 55101 | NONE | PC | GENERAL SUPPORT | $5,000 |
| THE SWIMMING HOLE | |||||||
| 75 WEEKS HILL RD | STOWE | VT | 05672 | NONE | PC | GENERAL SUPPORT | $50,000 |
| TUFTS | |||||||
| BALLOU HALL | MEDFORD | MA | 02155 | NONE | PC | GENERAL SUPPORT | $5,000 |
| VERMONT LAND TRUST | |||||||
| 8 BAILEY AVE | MONTPELIER | VT | 05602 | NONE | PC | GENERAL SUPPORT | $2,500 |
| VERMONT PARKS FOREVER | |||||||
| PO BOX 815 | MONTPELIER | VT | 05601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN INDEPENDENT FOUNDATION | |||||||
| 800 MAINE AVE SW | WASHINGTON | DC | 200242805 | NONE | PC | GENERAL SUPPORT | $100,000 |
| CHAMPLAIN COLLEGE | |||||||
| 163 S WILLARD ST | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ECHO LAKE AQUARIUM & SCIENCE CENTER | |||||||
| 1 COLLEGE ST | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT | $20,000 |
| FLYNN CENTER FOR PERFORMING ARTS | |||||||
| 153 MAIN ST | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT | $2,000 |
| HAVE JUSTICE WILL TRAVEL | |||||||
| 9580 VERMONT ROUTE 113 | VERSHIRE | VT | 05079 | NONE | PC | GENERAL SUPPORT | $30,000 |
| LOVE YOUR BRAIN FOUNDATION INC | |||||||
| 109 PARK ROAD | WINDSOR | VT | 05055 | NONE | PC | GENERAL SUPPORT | $50,000 |
| MERCY CONNECTION | |||||||
| 255 S CHAMPLAIN ST | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT | $40,000 |
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL SUPPORT | $20,000 |
| NATIONAL MUSEUM OF WOMEN IN ART | |||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NEW YORK PUBLIC RADIO | |||||||
| 160 VARICK ST | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $2,000 |
| NORTH CENTRAL VERMONT RECOVERY CENTER | |||||||
| 275 BROOKLYN ST SUITE 2 | MORRISVILLE | VT | 05661 | NONE | PC | GENERAL SUPPORT | $10,000 |
| US SKI & SNOWBOARD FOUNDATION | |||||||
| BOX 100 1 VICTORY LANE | PARK CITY | UT | 84060 | NONE | PC | GENERAL SUPPORT | $20,000 |
| VERMONT CHILDREN'S TRUST FUND | |||||||
| 95 ST PAUL ST | BURLINGTON | VT | 05401 | NONE | PC | GENERAL SUPPORT | $3,000 |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | NONE | PC | GENERAL SUPPORT | $5,000 |
| VT JOURNALISM TRUST (VTDIGGER) | |||||||
| PO BOX 1374 | MONTPELIER | VT | 05602 | NONE | PC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $989,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $174,141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $259,801 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,801 | 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 | 990-PF PREPARATION | CategoryTxt |
| Amt | $4,550 | Amt |
| Net Investment Income | $2,275 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | LINCOLN FINANCIAL | BondNm |
| EOY Book Value | $2,437,145 | EOYBookValueAmt |
| EOYFMV | $2,732,073 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 DONATIONS - CLEARED IN 2024 | Desc |
| Amt | $42,500 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 DONATIONS - NOT CLEARED IN 2024 | $7,500 |
| 2023 DEPOSITS - CLEARED IN 2024 | $34 |
| RETURNED NON-CHARITABLE DISTRIBUTIONS - SEE ATTACHED STATEMENT | $30,000 |
| US TREASURY - REFUND | $781 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BANK FEES | CategoryTxt |
| Amt | $26,139 | Amt |
| Net Investment Income | $26,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments