JAMES H AND IRENE M HUNTER: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JAMES H AND IRENE M HUNTER (EIN 35-6867332)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201813189349100326
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T08:06:23-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line199 SUMMER STREET SUITE 520AddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356867332EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMES H AND IRENE M HUNTERBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone6172798052PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1RIDGEWAY PTRS10 POST OFFICE SQAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN W HUNNEWELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6172798052PhoneNum
Signature2018-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYASMIN CAUSERPreparerPersonNm
PTINP00436854PTIN
Phone6172368098PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.164.241.209IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-07IPDt
IP Tm09:13:24IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD33FA7F254BC09848346BBAA17B51EB9116DA51EAtSubmissionCreationDeviceId
At Submission Filing Device IdAB8BD5A88D4BA927D2DA994192B6818756100B67AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,657,491FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$224,134DividendsRevAndExpnssAmt
Dividends Net Invst Incm$224,134DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$8,438NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23,675,421GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,438CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$232,572TotalRevAndExpnssAmt
Total Net Invst Incm$232,572TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$14,808CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,701CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,107CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$50,014OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,267OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$39,747OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,694TaxesRevAndExpnssAmt
Taxes Net Invst Incm$8,694TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$77,241TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,387TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,854TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,760,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,760,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,837,241TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,387TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,810,854TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,604,669ExcessRevenueOverExpensesAmt
Net Investment Income$206,185NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$375,007CashBOYAmt
Cash EOY$136,913CashEOYAmt
Cash EOYFMV$136,913CashEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,062,231USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,064,159USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$10,892,210CorporateBondsBOYAmt
Corporate Bonds EOY$6,463,404CorporateBondsEOYAmt
Corporate Bonds EOYFMV$6,456,419CorporateBondsEOYFMVAmt
Total Assets BOY$11,267,217TotalAssetsBOYAmt
Total Assets EOY$7,662,548TotalAssetsEOYAmt
Total Assets EOYFMV$7,657,491TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$11,267,217UnrestrictedBOYAmt
Unrestricted EOY$7,662,548UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$11,267,217TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,662,548TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,267,217TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,662,548TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,267,217TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,604,669ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,662,548SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,662,548TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIRST REPUBLICP2017-12-31$19,734,189$19,757,606-$23,417-$23,417
FIRST REPUBLICP2017-12-31$3,941,232$3,909,377$31,855$31,855
FIRST REPUBLICP2017-12-31$0$0
FieldValueIRS element (for citing)
Capital Gain Net Income$8,438CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$491,539AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,280,208NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043575DistributionYr1Rt
Adjusted Qlfy Distri Yr2$662,589AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,454,789NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.057844DistributionYr2Rt
Adjusted Qlfy Distri Yr3$822,960AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,700,214NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.070337DistributionYr3Rt
Adjusted Qlfy Distri Yr4$521,960AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$11,197,409NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.046614DistributionYr4Rt
Adjusted Qlfy Distri Yr5$558,199AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,377,631NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049061DistributionYr5Rt
Total Distribution0.267431TotalDistributionRt
Average Distribution0.053486AverageDistributionRt
Net Vl Noncharitable Assets$9,527,189NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$509,571AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,062NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$511,633AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$3,810,854QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,062InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,062SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,062TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,760EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,760TotalPaymentsAndCreditsAmt
Es Penalty$12EsPenaltyAmt
Overpayment$8,686OverpaymentAmt
Applied To ES Tax$8,686AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SUSAN HUNNEWELL CO RIDGEWAY PARTNERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6172798052PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 POST OFFICE SQUARE 960NAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02109ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DURANT A HUNTER
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE1.00$7,794$0$0
SUSAN W HUNNEWELL
C/O RIDGEWAY PARTNERS LLC 10 POSTOFFICE SQUARE 960BOSTONMA02109TRUSTEE5.00$7,014$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$9,299,368AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$372,905AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,672,273TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$9,672,273AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$145,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,527,189NetVlNoncharitableAssetsAmt
Minimum Investment Return$476,359MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$476,359MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,062TaxBasedOnInvestmentIncomeAmt
Total Tax$2,062TotalTaxAmt
Distributable Before Adj$474,297DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$474,297DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$474,297DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,810,854ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,810,854QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,062PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,808,792AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$474,297DistributableAsAdjustedAmt
Undistributed Income PY$282,250UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,810,854QualifyingDistributionsAmt
Applied To Year1$282,250AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$474,297AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,054,307RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,054,307TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,054,307ExcessDistriCyovToNextYrAmt
Excess From Current Year$3,054,307ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BERKSHIRE TACONIC COMMUNITY FOUNDATION
800 NORTH MAIN STREETSHEFFIELDMA01257NONEPUBLIC CHARITYREGIONAL SUPPORT$500,000
DORSET THEATRE FESTIVAL
104 CHENEY ROADDORSETVT05251NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$30,000
FIRST CONGRESSIONAL CHURCH
3624 MAIN STREETMANCHESTERVT05254NONEPUBLIC CHARITYSTEEPLE AND ENDOWMENTSTEEPLE AND ENDOWMENT$600,000
MANCHESTER COMMUNITY LIBRARY
138 CEMETARY AVENUEMANCHESTERVT05255NONEPUBLIC CHARITYGENERAL SUPPORTCAPITAL CAMPAIGNCAPITAL CAMPAIGNCAPITAL CAMPAIGN$1,030,000
MANCHESTER MUSIC FESTIVAL
42 DILLINGHAM AVENUE PO BOX 33MANCHESTERVT05254NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$325,000
PINE COBBLE SCHOOL
163 GALE ROADWILLIAMSTOWNMA01267NONEPUBLIC CHARITYSCHOLARSHIPS$25,000
SOUTHEWESTERN VERMONT HEALTH CARE FOUNDATION
100 HOSPITAL DRIVEBENNINGTONMA05201NONEPUBLIC CHARITYCAPITAL CAMPAIGN$1,000,000
WESTON PLAYHOUSE
703 MAIN STREETWESTONVT05161NONEPUBLIC CHARITYGENERAL SUPPORT GRANT$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,760,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DORSET THEATRE FESTIVAL
PO BOX 8510DORSETVT05251NONEPUBLIC CHARITYGENERAL SUPPORT$30,000
MANCHESTER MUSIC FESTIVAL
PO BOX 33MANCHESTERVT05254NONEPUBLIC CHARITYGENERAL SUPPORT$45,000
PINE COBBLE SCHOOL
163 GALE ROADWILLIAMSTOWNMA01267NONEPUBLIC CHARITYSCHOLARSHIPS$50,000
SOUTHERN VERMONT COLLEGE
982 MANSION DRIVEBENNINGTONVT05201NONEPUBLIC CHARITYSTUDENT CENTER$1,350,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$1,475,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$224,134ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,438ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$232,572ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$232,572TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,550Amt
Net Investment Income$3,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$6,463,404EOYBookValueAmt
EOYFMV$6,456,419EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,062,231USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,064,159USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK SERVICE CHARGESDesc
Revenue And Expenses Per Books$175RevenueAndExpensesPerBooksAmt
Net Investment Income$175NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGMENT FEES$10,267$10,267$0
CHARITABLE ADMIN.SERVICES$39,747$0$39,747

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COMMONWEALTH OF MA$70$70$0
US TREASURY$8,624$8,624$0

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