Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-12
- IRS object ID
- 201803169349101015
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-12T11:09:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030319953 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc Z Aaron CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Harlow Hill | AddressLine1Txt |
| City | Randolph | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133468798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ada Brandon Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAB | BusinessNameControlTxt |
| Phone | 8027289947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 S Randolph Rd | AddressLine1Txt |
| City | Randolph Ctr | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carl Brandon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8027289947 | PhoneNum |
| Signature | 2018-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Z Aaron CPA | PreparerPersonNm |
| PTIN | P00006682 | PTIN |
| Phone | 8027283857 | PhoneNum |
| Preparation | 2018-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.4.223.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-01 | IPDt |
| IP Tm | 14:26:09 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C31D270FF48A78DDCE9877DBB022FE73B0658A4C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C31D270FF48A78DDCE9877DBB022FE73B0658A4C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $53,838 | 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 | $98 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $98 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $98 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,063 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,063 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,063 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,845 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $5,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,006 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,161 | 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 | $1,235 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,235 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $590 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $590 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $835 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,685 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,685 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,313 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,313 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,685 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,313 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,321 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,161 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,850 | CashBOYAmt |
| Cash EOY | $1,123 | CashEOYAmt |
| Cash EOYFMV | $1,123 | CashEOYFMVAmt |
| Corporate Stock BOY | $50,434 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,704 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,011 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $59,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,013 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $59,284 | UnrestrictedBOYAmt |
| Unrestricted EOY | $49,013 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $59,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $59,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,013 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $59,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $49,292 | SubtotalAmt |
| Other Decreases | $279 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| TD Ameritrade Short Term Covered | P | $1,043 | $1,028 | $15 | $15 | ||
| TD Ameritrade Long Term Covered | P | $18,841 | $16,227 | $2,614 | $2,614 | ||
| 6 MDY | P | $2,056 | $840 | $1,216 | $1,216 | 2006-02-08 | 2017-12-15 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,845 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $15 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $12,547 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,042 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.560184 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,477 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,690 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.781280 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $16,942 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,565 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.088468 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.891518 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,893 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,804 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.792012 | DistributionYr5Rt |
| Total Distribution | 5.113462 | TotalDistributionRt |
| Average Distribution | 1.022692 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,450 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,529 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,313 | 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 | $23 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23 | TaxDueAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | Carl Brandon | IndividualWithBooksNm |
| Phone | 8027289947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 So Randolph RD | AddressLine1Txt |
| City | Randolph Center | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05061 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Carl Brandon | ||||||||
| 3071 So Randolph RD | Randolph CTR | VT | 05060 | Pres/Director | 0.50 | $0 | $0 | $0 |
| Robert Brandon | ||||||||
| 3417 Woodley Rd NW | Washington | DC | 20016 | Sec/Director | 0.50 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,487 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,450 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $100 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,313 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,313 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,290 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,975 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,065 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,324 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,814 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,145 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,323 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,313 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,213 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,536 | 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 | $13,975 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $66,561 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,065 | ExcessFromYear4Amt |
| Excess From Year3 | $16,324 | ExcessFromYear3Amt |
| Excess From Year2 | $10,814 | ExcessFromYear2Amt |
| Excess From Year1 | $12,145 | ExcessFromYear1Amt |
| Excess From Current Year | $12,213 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carl Brandon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 So Randolph RD | AddressLine1Txt |
| City | Randolph Center | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8027289947 | RecipientPhoneNum |
| Recipient Email Address | carl.brandon@vtc.edu | RecipientEmailAddressTxt |
| Form And Info And Materials | In writing with complete information as to purpose of request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| Tregaron Conservancy | |||||
| 3100 Macomb ST NW | Washington | DC | 20008 | General Donation | $100 |
| Community Catalyst | |||||
| 1220 L ST NW Suite 901 | Washington | DC | 20005 | General Donation | $150 |
| AFL-CIO | |||||
| 141 Main St | Montpelier | VT | 05602 | General donation | $75 |
| Institute for America's Future | |||||
| 1825 K Street NW | Washington | DC | 20006 | General Donation | $250 |
| Mikva Challenge Grant Foundation | |||||
| 1220 L ST NW Suite 605 | Washington | DC | 20005 | General Donation | $600 |
| Rosedale Conservancy | |||||
| 3471-3501 Newark ST NW | Washington | DC | 20016 | General Donation | $100 |
| People's Action Institute | |||||
| 1101 17th ST NW Suite 1220 | Washington | DC | 20036 | General donation | $500 |
| Preservation Trust of Vermont | |||||
| 104 Church St | Burlington | VT | 05401 | General donation | $250 |
| Families USA Foundation | |||||
| 1225 New York Avenue NW Site 800 | Washington | DC | 20005 | General Donation | $200 |
| Kennedy Center | |||||
| 2700 F ST NW | Washington | DC | 20566 | General Donation | $60 |
| Florida Rights Restoration Coalition | |||||
| General Delivery | Orlando | FL | 32789 | General donation | $300 |
| American Meteor Society Ltd Association | |||||
| 45 Beacon Street | Boston | MA | 02108 | General Donation | $10 |
| American Cancer society Inc | |||||
| 55 Day Lane | Williston | VT | 05495 | General Donation | $50 |
| Central Vermont Chanber Music Festival | |||||
| 71-73 Main ST | Randolph | VT | 05060 | General Donation | $250 |
| Cleveland Park Citizens Assoc | |||||
| PO Box 11449 | Washington | DC | 20008 | General Donation | $100 |
| Committee of 100 | |||||
| 677 Fifth Ave - 5th Floor | New York | NY | 10022 | General Donation | $650 |
| DC Bar Pro Bono Program | |||||
| 1101 K Street NW - Suite 200 | Washington | DC | 20005 | General Donation | $125 |
| Fields of Dreams A Greater Washington | |||||
| 333 W Camden ST | Baltimore | MD | 21201 | General Donation | $3,000 |
| Khan Academy | |||||
| Mountain View | Mountain View | CA | 94035 | General Donation | $20 |
| Midwest Academy | |||||
| 27 E Monroe 11th Floor | Chicago | IL | 60603 | General Donation | $175 |
| National Consumers League | |||||
| 1701 K Street NW - Suite 1200 | Washington | DC | 20006 | General Donation | $500 |
| The Sharon Academy | |||||
| 79 VT-132 | Sharon | VT | 05065 | General Donation | $200 |
| New Venture Fund | |||||
| 1201 Conn Ave NW | Washington | DC | 20006 | General Donation | $1,000 |
| Opera North | |||||
| 20 West Park ST | Lebanon | NH | 03766 | General Donation | $2,000 |
| Opera North | |||||
| 20 West Park ST | Lebanon | NH | 03766 | Program Support | $200 |
| Project Petrucci LLC | |||||
| 1201 Orange Street | Wilmington | DE | 19801 | General Donation | $23 |
| Unidos For Puerto Rico | |||||
| PO Box 9146 | San Juan | PR | 00908 | General Donation | $50 |
| Randolph Area Community Development Corporation | |||||
| 21 N Main St | Randolph | VT | 05060 | Program Support | $125 |
| Randolph Rotary Scholarship Fund | |||||
| PO Box 179 | Randolph | VT | 05060 | Scholarship fund | $125 |
| Rochester Chamber Music Society | |||||
| PO Box 217 | Rochester | VT | 05767 | Program Support | $100 |
| NAMI | |||||
| 600 Blair Park Road Suite 301 | Williston | VT | 05495 | General Donation | $35 |
| Scragg Mountain Music | |||||
| 4996 Hollister Hill Road | Mansfield | VT | 05658 | Program support | $100 |
| The Document Foundation | |||||
| 4819 Emperor BLVD Suite 400 | Durham | NC | 27703 | General Donation | $10 |
| Syracuse University | |||||
| 820 Comstock Ave | Syracuse | NY | 13244 | General Fund Donation | $500 |
| Union of Concerned Scientists | |||||
| Two Brattle Square - Unit 3 | Cambridge | MA | 02138 | General Donation | $50 |
| Vermont Philarmonic | |||||
| PO Box 425 | Montpelier | VT | 05601 | General Donation | $200 |
| Vermont ETV | |||||
| 204 Ethan Allen Avenue | Colchester | VT | 05446 | General Donation | $60 |
| Vermont Institute of Natural Sciences | |||||
| 149 Natures Way | Quechee | VT | 05059 | General Donation | $50 |
| Wikemedia Foundation Inc | |||||
| 149 New Montgomery ST | San Francisco | CA | 94105 | General Donation | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,313 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $98 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,063 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,845 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,006 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,006 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | The income helps fund the operational expenses of the Foundation which |
| 4 | exists to contribute to various charities. |
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 | CategoryTxt |
| Amt | $1,235 | Amt |
| Net Investment Income | $1,235 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income Funds | BondNm |
| EOY Book Value | $5,000 | EOYBookValueAmt |
| EOYFMV | $5,011 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds and ETF | StockNm |
| EOY Book Value | $42,890 | EOYBookValueAmt |
| EOYFMV | $47,704 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized | Desc |
| Amt | $279 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Office Expense/Admin expense | $800 | $800 | $0 | $0 |
| Web/Media | $35 | $35 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $590 | Amt |
| Net Investment Income | $590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTC | CategoryTxt |
| Amt | $25 | Amt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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