THE WISDOM CONNECTION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE WISDOM CONNECTION INC (EIN 20-0288195)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-10
- IRS object ID
- 201731309349101328
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-10T10:10:18-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fothergill Segale & Valley CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 143 Barre Street | AddressLine1Txt |
| City | Montpelier | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05602 | 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 | 200288195 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WISDOM CONNECTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISD | BusinessNameControlTxt |
| Phone | 8025332478 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA PASSMORE ALLEY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | E Lela McCaffrey CPA | PreparerPersonNm |
| PTIN | P00476486 | PTIN |
| Phone | 8022236261 | PhoneNum |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,456,695 | 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 | $58,862 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,862 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $58,862 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,299 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,484,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,899 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $976 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $134,137 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,761 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $58,862 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $60,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,504 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $2,504 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,418 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,008 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,590 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,367 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,367 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25,868 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,255 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $94,829 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $238,255 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $212,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$104,118 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $109,335 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $58,862 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,650 | CashBOYAmt |
| Cash EOY | $10,407 | CashEOYAmt |
| Cash EOYFMV | $10,407 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,554,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,446,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,446,288 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,572,107 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,456,695 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,456,695 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $391 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,571,716 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,456,695 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,571,716 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,456,695 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,572,107 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,456,695 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,571,716 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$104,118 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,467,598 | SubtotalAmt |
| Other Decreases | $10,903 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,456,695 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BPD-006319 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $24,480 | $24,218 | $262 | $262 |
| BPD-006319 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $655,034 | $639,032 | $16,002 | $16,002 |
| BPD-008214 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $39,947 | $40,100 | -$153 | -$153 |
| BPD-008214 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $340,496 | $305,984 | $34,512 | $34,512 |
| BPH-007064 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $11,056 | $11,181 | -$125 | -$125 |
| BPH-007064 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $53,598 | $41,373 | $12,225 | $12,225 |
| BPH-007560 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $18,236 | $21,780 | -$3,544 | -$3,544 |
| BPH-007560 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $42,858 | $43,809 | -$951 | -$951 |
| BPH-009075 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $1,888 | $2,409 | -$521 | -$521 |
| BPH-009075 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $16,163 | $14,911 | $1,252 | $1,252 |
| BPH-010049 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $20,733 | $22,674 | -$1,941 | -$1,941 |
| BPH-010049 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $54,419 | $39,854 | $14,565 | $14,565 |
| BPH-010561 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $109,584 | $111,708 | -$2,124 | -$2,124 |
| BPH-010561 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $52,725 | $48,536 | $4,189 | $4,189 |
| BPH-002010 - SEE ATTACHED SCHEDULE | P | 2016-01-01 | 2016-01-01 | $982 | $849 | $133 | $133 |
| BPH-002010 - SEE ATTACHED SCHEDULE | P | 2000-01-01 | 2016-01-01 | $42,454 | $41,936 | $518 | $518 |
| Wash Sale | $1,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,899 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$6,413 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $217,290 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,673,183 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08129 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $208,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,829,340 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07381 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $183,956 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,381,434 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07725 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $193,977 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,496,124 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07771 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,747 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,636,487 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07045 | DistributionYr5Rt |
| Total Distribution | 0.380504 | TotalDistributionRt |
| Average Distribution | 0.076101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,445,095 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $186,074 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,093 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $187,167 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $212,829 | 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 | $1,093 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,093 | SubtotalAmt |
| Tax Based On Investment Income | $1,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,344 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,344 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,251 | OverpaymentAmt |
| Applied To ES Tax | $1,251 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TARA REYNOLDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025332478 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| F WILLIAM ALLEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Treasurer | 1.00 | $0 |
| PATRICIA PASSMORE ALLEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | President | 8.00 | $0 |
| PATRICIA HEFFERNAN | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Director | 1.00 | $0 |
| MARY PARKE MEYER | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Secretary | 1.00 | $0 |
| SUSAN COFFEY | ||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | Director | 1.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TARA REYNOLDS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 ATHERTON WAY | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05841 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXEC DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $60,000 | CompensationAmt |
| Employee Benefits | $22,526 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,469,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,482,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,482,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,445,095 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $122,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $122,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,093 | TotalTaxAmt |
| Distributable Before Adj | $121,162 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $121,162 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $121,162 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $212,829 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $212,829 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,093 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $211,736 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,162 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $55,555 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $68,656 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,029 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $88,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $357,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $212,829 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,162 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,667 | RemainingDistriFromCorpusAmt |
| Total Corpus | $448,949 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $55,555 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $393,394 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,723 | ExcessFromYear4Amt |
| Excess From Year3 | $68,656 | ExcessFromYear3Amt |
| Excess From Year2 | $73,029 | ExcessFromYear2Amt |
| Excess From Year1 | $88,319 | ExcessFromYear1Amt |
| Excess From Current Year | $91,667 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LUND FAMILY CENTER | |||||||
| PO BOX 4009 | BURLINGTON | VT | 05406 | NONE | 501(C) | IN SUPPORT OF KIDS A PART PROGRAM | $5,000 |
| CRAFTSBURY COMMUNITY CARE CENTER | |||||||
| 1784 EAST CRAFTSBURY ROAD | CRAFTSBURY | VT | 05826 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| AWARE | |||||||
| PO BOX 307 | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $7,500 |
| FOUR SEASONS OF EARLY LEARNING | |||||||
| 1160 MAIN STREET | GREENSBORO | VT | 05842 | NONE | 501(C) | OPERATING SUPPORT | $9,500 |
| GRACE | |||||||
| PO BOX 960 | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| GREENSBORO NURSING HOME | |||||||
| 47 MAGGIES POND ROAD | GREENSBORO | VT | 05841 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| HARDWICK AREA FOOD PANTRY | |||||||
| 39 W CHURCH STREET | HARDWICK | VT | 05843 | NONE | 501(C) | OPERATING SUPPORT | $8,000 |
| VERMONT HUMANITIES COUNCIL | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| SALVATION FARMS | |||||||
| PO Box 1174 | Morrisville | VT | 05661 | NONE | 501(C) | PROGRAM SUPPORT | $5,000 |
| WHOLEHEART INC | |||||||
| 333 ATHERTON WAY | GREENSBORO | VT | 05841 | SAME FOUNDER | 501(C) | OPERATING SUPPORT | $30,000 |
| VERMONT CHILDRENS TRUST FOUNDATION | |||||||
| 95 ST PAUL STREET | BURLINGTON | VT | 05401 | NONE | 501(C) | OPERATING SUPPORT | $5,000 |
| HOME SHARE NOW | |||||||
| 105 N MAIN ST | BARRE | VT | 05641 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| UP FOR LEARNING | |||||||
| PO BOX 63 | EAST HARDWICK | VT | 05836 | NONE | 501(C) | IN SUPPORT OF YATST PROGRAMS | $12,000 |
| CENTER FOR COURAGE AND RENEWAL | |||||||
| 36 COLLEGE ST | MONTPELIER | VT | 05602 | NONE | 501(C) | OPERATING SUPPORT | $1,000 |
| NORTHEAST KINGDOM YOUTH SERVICES | |||||||
| 24 BAGLEY STREET | ST JOHNSBURY | VT | 05819 | NONE | 501(C) | IN SUPPORT OF NEK KIDS ON THE MOVE | $2,000 |
| BERRETT-KOEHLER FOUNDATION | |||||||
| 418 42ND ST | OAKLAND | CA | 94609 | NONE | 501(C) | IN SUPPORT OF INTERGENERATIONAL LEADERSHIP EXCHANGES | $12,000 |
| VERMONT WORKS FOR WOMEN | |||||||
| 32A MALLETTS BAY AVE | WINOOSKI | VT | 05404 | NONE | 501(C) | IN SUPPORT OF DIRT DIVAS | $5,000 |
| THE ART HOUSE | |||||||
| PO BOX 85 | CRAFTSBURY COMMON | VT | 05827 | NONE | 501(C) | OPERATING SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,862 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,299 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $976 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $976 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,161 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $134,137 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,504 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,504 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $500 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $175 | $175 |
| EMPLOYEE BENEFITS | $22,526 | $22,526 |
| OFFICE COSTS | $2,792 | $2,792 |
| STAFF DEVELOPMENT | $375 | $375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $976 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,418 | Amt |
| Net Investment Income | $23,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $2,008 | $2,008 | |
| PAYROLL TAXES | $4,590 | $4,590 |