H BOONE & VIOLET M PORTER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- H BOONE & VIOLET M PORTER CHARITABLE FOUNDATION INC (EIN 39-1397212)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-12
- IRS object ID
- 201941029349100514
- Schema version
- 2018v3.1
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-12T12:28:47-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 741067601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHLE ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3900 ESSEX LANE SUITE 1000 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391397212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | H BOONE AND VIOLET M PORTER | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HBOO | BusinessNameControlTxt |
| Phone | 2032560052 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2020 | AddressLine1Txt |
| City | WEST BRATTLEBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05303 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STUART R KENSINGER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7137843300 | PhoneNum |
| Signature | 2019-04-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLINTON T LAECHELIN CPA | PreparerPersonNm |
| PTIN | P00966549 | PTIN |
| Phone | 7136291381 | PhoneNum |
| Preparation | 2019-04-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.213.62.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-08 | IPDt |
| IP Tm | 10:33:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CAD4B2D7773032CECFC97C8AA044D9BB8A4F3AFC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA92AB150DC9287A370D4EC92AEF171595355C10 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,120,012 | 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 | $27,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,540 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $268,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,540 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $28,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,373 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,373 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,373 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,288 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,288 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,168 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $60 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,233 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,233 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,870 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21,356 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,870 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,056 | CashBOYAmt |
| Cash EOY | $8,612 | CashEOYAmt |
| Cash EOYFMV | $8,612 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,012 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,296 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,296 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $425,810 | CorporateStockBOYAmt |
| Corporate Stock EOY | $379,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $589,151 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $619,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $531,287 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $494,953 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,070,931 | TotalAssetsBOYAmt |
| Total Assets EOY | $946,932 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,120,012 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,070,931 | UnrestrictedBOYAmt |
| Unrestricted EOY | $946,932 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,070,931 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $946,932 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,070,931 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $946,932 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,070,931 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $946,932 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $946,932 | 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 | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| PARTNERSHIPS GAIN/LOSS | P | $9 | $9 | $9 | |
| PUBLICLY TRADED SECURITIES | P | $260,126 | -$7,214 | -$7,214 | $267,340 |
| 124 SHS PLAINS ALL AMERICAN PIPELINE | P | $2,723 | $2,723 | $2,723 | |
| PLAINS ALL AMERICAN PIPELINE | P | $36 | $36 | $36 | |
| PLAINS ALL AMERICAN PIPELINE UBTI | P | $41 | $41 | $41 | |
| CAPITAL GAINS DIVIDENDS | P | $5,945 | $5,945 | $5,945 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,540 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,807 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,298,754 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100717 | DistributionYr1Rt |
| Total Distribution | 0.100717 | TotalDistributionRt |
| Average Distribution | 0.100717 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,227,857 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $123,666 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $123,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $135,356 | 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 | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $966 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $966 | 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 |
| Org Report Or Register State | CT | 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 | STUART R KENSINGER | IndividualWithBooksNm |
| Phone | 7137843300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 CHIMNEY ROCK RD STE 301 | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 770566617 | 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 |
|---|---|---|---|---|---|---|---|---|
| REV NICHOLAS T PORTER | ||||||||
| PO BOX 2020 | WEST BRATTLEBORO | VT | 05303 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| STUART R KENSINGER | ||||||||
| 3300 CHIMNEY ROCK RD STE 301 | HOUSTON | TX | 77056 | TREASURER | 3.00 | $0 | $0 | $0 |
| GABRIELLE P DENNISON | ||||||||
| PO BOX 2020 | WEST BRATTLEBORO | VT | 05303 | VICE PRESIDENT, SEC | 3.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,225,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,246,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,246,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,227,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $61,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $61,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $61,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,319 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,356 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $74 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $135,282 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $53,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,368 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,037 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $127,405 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,405 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $53,368 | ExcessFromYear1Amt |
| Excess From Current Year | $74,037 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE EPISCOPAL DIOCESE OF JERUSALEM | ||||||
| 25 OLD KINGS HWY NORTH STE 13 | DARIEN | CT | 06820 | PC | $10,000 EQUIP-GAZA HOSPITAL, $5,000 GRANT, $5,000 GRANT-GENERAL | $20,000 |
| THE BEMENT SCHOOL | ||||||
| 94 OLD MAIN STREET PO BOX 8 | DEERFIELD | MA | 01342 | PC | GRANT - GENERAL SUPPORT | $2,500 |
| BERKLEY DIVINITY SCHOOL AT YALE | ||||||
| 409 PROSPECT STREET | NEW HAVEN | CT | 06511 | PC | JERUSALEM FELLOWSHIP | $25,000 |
| BRATTLEBORO RETREAT | ||||||
| 1 ANNA MARSH LANE | BRATTLEBORO | VT | 05301 | PC | GRANT - GENERAL SUPPORT | $1,000 |
| CAMP ALLEN | ||||||
| 18800 FM 362 | NAVASOTA | TX | 77868 | PC | 2ND INSTALLMENT OF 3 YEAR GRANT TO SUPPORT OPERATIONS | $15,000 |
| CHRIST CHURCH - NEW HAVEN | ||||||
| 84 BROADWAY | NEW HAVEN | CT | 06511 | PC | GRANT | $1,500 |
| COMPASS ROSE SOCIETY EPISCOPAL DIOCESE OF TEXAS | ||||||
| 1225 TEXAS AVENUE | HOUSTON | TX | 770023604 | PC | 2018 PLEDGE | $5,000 |
| JERUSALEM PEACEBUILDERS INC | ||||||
| 3300 CHIMNEY ROCK RD 301 | HOUSTON | TX | 77056 | PC | GRANT | $25,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||
| 225 SUMMIT AVENUE | MONTVALE | NJ | 07645 | PC | IN HONOR OF DR. PING GU | $1,500 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GIFT | $10,000 |
| ST MARY'S IN THE MOUNTAINS | ||||||
| PO BOX 1366 | WILMINGTON | VT | 05363 | PC | $3,000 ROCK POINT CAMPAIGN, $2,000 GRANT - GENERAL SUPPORT | $5,000 |
| ST MICHAEL'S EPISCOPAL CHURCH | ||||||
| 16 BRADLEY AVE | BRATTLEBORO | VT | 05301 | PC | GIFT | $1,500 |
| THE GROUNDWORKS COLLABORATIVE | ||||||
| 209 AUSTINE DRIVE STE 2 | BRATTLEBORO | VT | 05301 | PC | GRANT - GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $41 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,499 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $41 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,830 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,871 | 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 | $15,500 | Amt |
| Net Investment Income | $7,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $379,737 | EOYBookValueAmt |
| EOYFMV | $589,151 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DOMESTIC EXCHANGE TRADED FUNDS | FMV | $12,349 | $13,440 |
| DOMESTIC EQUITY MUTUAL FUNDS | FMV | $68,229 | $63,259 |
| INTERNATIONAL EQUITY MUTUAL FUNDS | FMV | $17,546 | $16,602 |
| FIXED INCOME INVESTMENTS | FMV | $397,824 | $370,202 |
| ALTERNATIVE INVESTMENTS | FMV | $35,339 | $31,450 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,373 | LegalFeesAmt |
| Net Investment Income | $9,373 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,373 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK | $30 | $0 | $0 |
| MISC INCOME BUSINESS LOSS | $3,078 | $0 | $0 |
| OFFICE SUPPLIES | $200 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $4,288 | Amt |
| Net Investment Income | $4,288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $60 | $60 | $0 |
| ESTIMATED TAX PAYMENTS | $2,108 | $0 | $0 |
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