ROBERT K AND A JOYCE JONES FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K AND A JOYCE JONES FOUNDATION INC (EIN 22-2779738)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201711359349101811
- Schema version
- 2016v3.0
- 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 Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T10:11:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271728945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1Txt |
| City | HARRISON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10528 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222779738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K & AJOYCE JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONE | BusinessNameControlTxt |
| Phone | 8022971329 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O TIM JONES 603 1ST AVE STE 1B | AddressLine1Txt |
| City | RARITAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08869 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY JONES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8022971329 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH R BODAN TAX PARTNER | PreparerPersonNm |
| PTIN | P00365043 | PTIN |
| Phone | 9143818900 | PhoneNum |
| Preparation | 2017-05-11 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.112.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-12 | IPDt |
| IP Tm | 13:01:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F789B04A52D46CB4A0ABC2AEB87FFB5BBF916987 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F789B04A52D46CB4A0ABC2AEB87FFB5BBF916987 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,559,849 | 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 | $192 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $192 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,805 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,805 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $95,470 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,470 | 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 |
| Accounting Fees Rev And Expnss | $4,120 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,060 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,020 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $585 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,863 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,863 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,568 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $114,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,098 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Other Investments BOY | $1,464,757 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,441,659 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,559,850 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,464,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,441,658 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,559,849 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,464,756 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,441,658 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,464,756 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,441,658 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,464,756 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,441,658 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,464,756 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,098 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,441,658 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,441,658 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS HIGH YEILD FLOATING RATE FUND | P | $30,000 | $30,950 | -$950 | -$950 |
| GS US EQUITY DIVIDEND AND PREM FUND | P | $74,209 | $53,687 | $20,522 | $20,522 |
| INSTITUTIONAL SHARE | P | $15,791 | $12,558 | $3,233 | $3,233 |
| BRISTOL MYERS SQUIB | P | $15,488 | $10,271 | $5,217 | $5,217 |
| CONOCOPHILIPS | P | $7,454 | $13,121 | -$5,667 | -$5,667 |
| CONOCOPHILIPS | P | $2,135 | $3,612 | -$1,477 | -$1,477 |
| COMMUNICATIONS SALES AND LEASING | P | $8,653 | $16,763 | -$8,110 | -$8,110 |
| ALTRIA GROUP | P | $9,642 | $5,526 | $4,116 | $4,116 |
| REYNOLDS AMERICA | P | $18,240 | $9,115 | $9,125 | $9,125 |
| HASBRO INC | P | $15,905 | $9,152 | $6,753 | $6,753 |
| LOWES COMPANIES | P | $9,366 | $5,190 | $4,176 | $4,176 |
| CORRECTIONS CORP OF AMERICA | P | $5,740 | $11,908 | -$6,168 | -$6,168 |
| CASH IN LIEU | P | $35 | $35 | $35 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,805 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $118,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,592,246 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.074250 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,450 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,583,813 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $115,030 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,491,032 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.077148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,187 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,549,168 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032396 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,570,393 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035264 | DistributionYr5Rt |
| Total Distribution | 0.237021 | TotalDistributionRt |
| Average Distribution | 0.047404 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,500,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $870 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $72,006 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $114,020 | 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 | $870 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $870 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $870 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $886 | 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 | 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 | TIMOTHY JONES | IndividualWithBooksNm |
| Phone | 8022971329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 603 1ST AVE STE 1B | AddressLine1Txt |
| City | RARITAN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08869 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT K JONES | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| A JOYCE JONES | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| GAIL KOEHN | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TIMOTHY E JONES | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | $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 | $1,523,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,523,479 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,523,479 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,852 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,500,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,031 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,031 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $870 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $870 | TotalTaxAmt |
| Distributable Before Adj | $74,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $114,020 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $114,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $870 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $113,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,152 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $114,020 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,152 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,293 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPALACIAN TRAIL CONSERVANCY | |||||||
| 4 EAST 1ST STREET | BOILING SPRINGS | PA | 17007 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $100 |
| CARLOS OTIS STRATTON MTN CLINIC | |||||||
| PO BOX 617 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $3,200 |
| CATAMOUNT TRAIL ASSOCIATION | |||||||
| 1 MILL STREET 350 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| CHILDREN'S HOSPITAL AT DARTMOUTH | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03766 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $5,000 |
| CORNELL LAB OF ORINTHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $250 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10117 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| FRIENDMAN CENTER FOR CHOICE | |||||||
| ONE AMERICAN SQUARE STE 2420 | INDANAPOLIS | IN | 46282 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSEND | VT | 05353 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $20,000 |
| GREEN MOUNTAIN CLUB | |||||||
| 4711 WATERBURY-STOWE RD | WATERBURY CTR | VT | 05677 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $250 |
| HILDENE | |||||||
| 1007 HILDENE RD | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| MANCHESTER MUSIC FESTIVAL | |||||||
| 42 DILLINGHAM AVE | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| MOUNTAIN SCHOOL OF WINHALL | |||||||
| 9 SCHOOL ROAD | BONDVILLE | VT | 05340 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT | $50,000 |
| SALVATION ARMY | |||||||
| 22 WALES STREET | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| SOUTHERN VERMONT ARTS CENTER | |||||||
| 930 SO VERMONT ARTS CTR DRIVE | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| SPECIAL OLYMPICS | |||||||
| 410 17TH STREET | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| THE STRATTON FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| VERMONT CENTER FOR ECOSTUDIES | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $5,000 |
| GREEN MOUNTAIN ACADEMY | |||||||
| 87 MEADOW LANE | DORSET | VT | 05251 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| KURA PROJECT | |||||||
| PO BOX 505 | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| STRATTON MOUNTAIN SCHOOL | |||||||
| WORLD CUP CIRCLE | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| TYLER E JONES ART SCHOLARSHIP FUND | |||||||
| 603 1ST AVE | RARITAN | NJ | 08869 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $10,000 |
| MERCK FOREST & FARMLAND CENTER | |||||||
| PO BOX 86 3270 ROUTE 315 | RUPERT | VT | 05768 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $192 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,805 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,470 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,470 | 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 | $4,120 | Amt |
| Net Investment Income | $2,060 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,020 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS MONEY MARKET | FMV | $55,410 | $55,410 |
| GS US EQUITY DIV & PREMIUM FUND | FMV | $267,178 | $315,236 |
| GS HIGH YIELD FLOATING RATE FUND | FMV | $641,314 | $620,595 |
| GS LONDON CO EQ INCOME | FMV | $477,757 | $568,609 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $5,863 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $585 | Amt |
| Net Investment Income | $585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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