The Browning Family Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Browning Family Foundation (EIN 45-3668378)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-22
- IRS object ID
- 201742349349100754
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-22T15:16:28-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 453668378 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Browning Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BROW | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PERRY W BROWNING | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520172345000022 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-22 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9D59D74B225D538E4555D08F8D8ED29667824494 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $865,177 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $77 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,199 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $607,112 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $17,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,660 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $15,916 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,916 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $24 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $24 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $132 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $30,700 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,132 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $46,772 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,132 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,072 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $46,432 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,611 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,720 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,521 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $375,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $415,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $429,157 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $543,116 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $406,127 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $389,499 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,601 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,685 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $987,750 | TotalAssetsBOYAmt |
| Total Assets EOY | $920,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $865,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $987,750 | RetainedEarningBOYAmt |
| Retained Earning EOY | $920,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $987,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $920,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $987,750 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $920,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $987,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,611 | ExcessRevenueOverExpensesAmt |
| Subtotal | $920,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $920,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $607,112 | GrossSalesPriceAmt |
| Cost Or Other Basis | $624,311 | CostOrOtherBasisAmt |
| Gain Or Loss | -$17,199 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$17,199 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$17,199 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $51,269 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $906,058 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056585 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,178 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,073,580 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,633 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,076,390 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.02753 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $18,897 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,045,407 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018076 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $165,629 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036829 | DistributionYr5Rt |
| Total Distribution | 0.188553 | TotalDistributionRt |
| Average Distribution | 0.037711 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $799,957 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $30,167 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $30,354 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $46,432 | 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 | $187 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $187 | SubtotalAmt |
| Tax Based On Investment Income | $187 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $184 | AppliedToEsTaxAmt |
| Total Payments And Credits | $384 | TotalPaymentsAndCreditsAmt |
| Overpayment | $197 | OverpaymentAmt |
| Applied To ES Tax | $197 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Nancy Browning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Perry Browning | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $783,243 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $812,139 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $812,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,182 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $799,957 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $187 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $187 | TotalTaxAmt |
| Distributable Before Adj | $39,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $39,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $39,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $46,432 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $46,432 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $187 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,245 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,957 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Qualifying Distributions | $46,432 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,957 | AppliedToYear1Amt |
| Applied To Current Year | $2,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $37,336 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Nancy Browning | ContributingManagerNm |
| Contributing Manager | Perry Browning | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALDRICH PUBLIC LIBRARY | |||||||
| 6 WASHINGTON ST | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $200 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION - VERMO | |||||||
| PO BOX 946 | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $500 |
| AUTISM PUZZLE FOUNDATION | |||||||
| 333 BECKLEY HILL RD | BARRE | VT | 05641 | N/A | PC | Ongoing support | $500 |
| CARMELITE MONASTERY | |||||||
| 89 HIDDENBROOKE DR | BEACON | NY | 12508 | N/A | PC | General & Unrestricted | $1,000 |
| CENTRAL VERMONT CATHOLIC SCHOOL | |||||||
| 79 SUMMER ST | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $2,000 |
| CENTRAL VERMONT HOME HEALTH & HOSPICE INC | |||||||
| 600 GRANGER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $2,200 |
| CHILDFUND INTERNATIONAL INC | |||||||
| 2821 EMERYWOOD PKWY | RICHMOND | VA | 23294 | N/A | PC | in support of impoverished children in less fortunate countries | $1,000 |
| CHILDRENS AID HOME PROGRAMS OF SOMERSET COUNTY INC | |||||||
| 1476 N CENTER AVE | SOMERSET | PA | 15501 | N/A | PC | General & Unrestricted | $500 |
| CORPUS CHRISTI PARISH | |||||||
| 49 WINTER ST | ST JOHNSBURY | VT | 05819 | N/A | PC | Queen of Peace Capital Fund | $1,000 |
| CORTLAND CITY SCHOOL DISTRICT | |||||||
| 1 VALLEY VIEW DR | CORTLAND | NY | 13045 | N/A | GOV | CHS Harvey Kaufman Memorial Scholarship Fund | $200 |
| DIOCESE OF VENICE IN FLORIDA INC | |||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | N/A | PC | General & Unrestricted | $2,000 |
| DIOCESE OF VENICE IN FLORIDA INC | |||||||
| 1000 PINEBROOK RD | VENICE | FL | 34285 | N/A | PC | Catholic Faith Appeal Epiphany Cathedral Campaign | $2,000 |
| FAITH IN ACTION NORTHERN COMMUNITIES PARTNERSHIP | |||||||
| PO BOX 157 | CABOT | VT | 05647 | N/A | PC | General & Unrestricted | $500 |
| FAITH IN ACTION NORTHERN COMMUNITIES PARTNERSHIP | |||||||
| PO BOX 157 | CABOT | VT | 05647 | N/A | PC | Food Assistance Program | $1,000 |
| GEORGETOWN VISITATION PREPARATORY SCHOOL INC | |||||||
| 1524 35TH ST NW | WASHINGTON | DC | 20007 | N/A | PC | General & Unrestricted | $500 |
| MAKE A WISH FOUNDATION OF VERMONT | |||||||
| 431 PINE ST STE 214 | BURLINGTON | VT | 05401 | N/A | PC | General & Unrestricted | $1,000 |
| MONTGOMERY HOSPICE INC | |||||||
| 1355 PICCARD DR STE 100 | ROCKVILLE | MD | 20850 | N/A | PC | Home visits Program | $1,000 |
| MYOSITIS ASSOCIATION | |||||||
| 1737 KING ST STE 600 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $2,000 |
| OUR LADY OF LOURDES CATHOLIC CHURCH | |||||||
| 7500 PEARL ST | BETHESDA | MD | 20814 | N/A | PC | General & Unrestricted | $500 |
| RICE MEMORIAL HIGH SCHOOL | |||||||
| 99 PROCTOR AVE | SOUTH BURLINGTON | VT | 05403 | N/A | PC | General & Unrestricted | $500 |
| ROMAN CATHOLIC DIOCESE OF BURLINGTON | |||||||
| 55 JOY DR | S BURLINGTON | VT | 05403 | N/A | PC | General & Unrestricted | $4,500 |
| SALVATION ARMY - VENICE FL | |||||||
| PO BOX 69 | VENICE | FL | 34284 | N/A | PC | Food at Christmas Campaign | $1,000 |
| SALVATION ARMY OF GREATER BURLINGTON | |||||||
| PO BOX 5120 | BURLINGTON | VT | 05402 | N/A | PC | Food at Christmas Campaign | $1,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000 |
| ST JOHN'S COLLEGE HIGH SCHOOL | |||||||
| 2607 MILITARY RD | WASHINGTON | DC | 20015 | N/A | PC | General & Unrestricted | $1,000 |
| ST MONICA CATHOLIC CHURCH | |||||||
| 79 SUMMER ST | BARRE | VT | 05641 | N/A | PC | Capital Fund | $2,000 |
| THE VERMONT CENTER FOR ECOSTUDIES INC | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | N/A | PC | General & Unrestricted | $500 |
| UNBOUND | |||||||
| 1 ELMWOOD AVE | KANSAS CITY | KS | 66103 | N/A | PC | in support of impoverished children in less fortunate countries | $2,000 |
| VENICE AREA MOBILE MEALS INC | |||||||
| 920 TAMIAMI TRAIL S | VENICE | FL | 34285 | N/A | PC | General & Unrestricted | $1,000 |
| VERMONT CATHOLIC CHARITIES INC | |||||||
| 55 JOY DR | S BURLINGTON | VT | 05403 | N/A | PC | General & Unrestricted | $2,000 |
| VERMONT FOODBANK | |||||||
| 33 PARKER RD | BARRE | VT | 05641 | N/A | PC | General & Unrestricted | $1,000 |
| VERMONT JOURNALISM TRUST DBA VTDIGGER-ORG | |||||||
| 97 STATE ST | MONTPELIER | VT | 05602 | N/A | PC | General & Unrestricted | $500 |
| VERMONT'S CAMP TAKUMTA | |||||||
| PO BOX 459 | SOUTH HERO | VT | 05486 | N/A | PC | General & Unrestricted | $200 |
| VERMONT'S CAMP TAKUMTA | |||||||
| PO BOX 459 | SOUTH HERO | VT | 05486 | N/A | PC | Summer Programs | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,583 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,461 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,461 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (25 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC - 7 | $22,585 | $26,100 |
| AMKOR TECHNOLOGY NOTE - 0.064% | $10,904 | $11,481 |
| APOLLO CMMRL REAL EST FI BOND | $2,025 | $2,093 |
| AV HOMES INC SR UNSECURED CALL | $9,315 | $9,349 |
| BEAZER HOMES USA SR UNSECURED | $19,176 | $20,300 |
| COEUR MNG INC SR NT - 7.875% - | $10,647 | $12,450 |
| COMMUNITY CHOICE FIN NT - 10.7 | $24,947 | $34,440 |
| EARTHLINK INC - 7.375% - 06/01 | $13,110 | $13,715 |
| ERA GRP INC NT - 7.750% - 12/1 | $12,818 | $12,460 |
| EZCORP INC BOND - 0.021% - 06/ | $1,425 | $1,930 |
| FLUIDIGM CORP - 2.750% - 02/01 | $10,328 | $11,020 |
| GEN CABLE CORP NT - 5.750% - 1 | $13,076 | $14,400 |
| HARRAHS OPER INC SR SECD - 11. | $31,741 | $30,807 |
| HECLA MINING CO BOND - 6.875% | $23,082 | $24,540 |
| ICAHN ENTERPRISES NT - 5.875% | $13,178 | $13,895 |
| MIRANT AMERICAS GENERATION - 8 | $22,230 | $18,370 |
| MOLYCORP INC - 10.000% - 06/01 | $30,947 | $3 |
| NORTHERN OIL AND GAS - 8.000% | $23,495 | $19,800 |
| PDL BIOPHARMA INC - 2.750% - 1 | $21,000 | $16,866 |
| PHI INC - 5.250% - 03/15/2019 | $11,120 | $11,340 |
| RENT-A-CENTER - 6.625% - 11/15 | $12,545 | $11,895 |
| RUBY TUESDAY INC NOTE - 0.076% | $14,625 | $14,475 |
| SPRINT CAP CORP NT - 8.750% - | $22,815 | $24,200 |
| TITAN INTL INC - 6.875% - 10/0 | $20,569 | $23,430 |
| TRANSOCEAN INC - 6.800% - 03/1 | $8,424 | $10,140 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIRST TR VALUE LN DV | $62,246 | $64,833 |
| FIRST TRUST EMERGING MARKETS S | $46,410 | $42,648 |
| FIRST TRUST EXCHANGE TRADED FD | $42,980 | $42,732 |
| FIRST TRUST FINANCIALS ALPHADE | $38,977 | $43,626 |
| FIRST TRUST LARGE CAP GROWTH A | $43,024 | $42,322 |
| FIRST TRUST MORNINGSTAR DIVIDE | $43,019 | $43,964 |
| POWERSHARES QQQ NASDAQ 100 | $62,694 | $63,505 |
| SPDR DJ SMALLCAP GRW | $25,306 | $32,877 |
| SPDR GOLD SHARES | $22,748 | $19,949 |
| SPDR RUSSELL 2000 LOW VOLATILI | $28,402 | $32,701 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | THE HARTFORD POLICY | CategoryOrItemTxt |
| Book Value | $51,685 | BookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,107 | $8,107 |
| Life Insurance Premium | $22,568 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $15,916 | Amt |
| Net Investment Income | $15,916 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2015 | CategoryTxt |
| Amt | $132 | Amt |
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