ROBERT K AND A JOYCE JONES FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K AND A JOYCE JONES FOUNDATION INC (EIN 22-2779738)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201621339349100742
- Schema version
- 2015v2.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T11:11:28-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | PO BOX 492 | AddressLine1Txt |
| City | BONDVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05340 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT K JONES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8022971329 | PhoneNum |
| Signature | 2016-05-11 | 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 | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,523,788 | 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 | $47 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $47 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $67,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,786 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,482 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,482 | 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 | $12,240 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,120 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,297 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,297 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,818 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,677 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,677 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,032 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,797 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $57,247 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Other Investments BOY | $1,526,306 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,464,757 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,523,789 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,526,306 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,464,756 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,523,788 | 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 | $1,526,306 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,464,756 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,526,306 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,464,756 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,526,306 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,464,756 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,526,306 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,550 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,464,756 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,464,756 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GS HIGH YIELD FLOATING RATE FUND | P | $150,000 | $154,351 | -$4,351 | -$4,351 |
| ALBEMARLE CORP | P | $3,390 | $4,704 | -$1,314 | -$1,314 |
| ALTRIA GROUP | P | $268 | $184 | $84 | $84 |
| CINCINNATI FINANCIAL | P | $4,591 | $4,214 | $377 | $377 |
| CORNING INC | P | $14,140 | $12,264 | $1,876 | $1,876 |
| DOMINION RESORCES | P | $2,853 | $2,125 | $728 | $728 |
| EATON VANCE CORP | P | $5,646 | $5,929 | -$283 | -$283 |
| EIL LILLY | P | $329 | $198 | $131 | $131 |
| FEDERATED INVESTORS | P | $18,943 | $18,572 | $371 | $371 |
| HASBRO | P | $9,466 | $5,978 | $3,488 | $3,488 |
| IBM | P | $5,190 | $6,440 | -$1,250 | -$1,250 |
| KINDER MORGAN | P | $522 | $517 | $5 | $5 |
| LORILLARD INC | P | $22,920 | $14,310 | $8,610 | $8,610 |
| LOWES COMPANIES | P | $207 | $131 | $76 | $76 |
| PAYCHEX INC | P | $4,138 | $3,298 | $840 | $840 |
| PHILIP MORRIS | P | $9,461 | $10,137 | -$676 | -$676 |
| REYNOLDS AMERICAN INC | P | $3,648 | $2,458 | $1,190 | $1,190 |
| WELLS FARGO | P | $171 | $128 | $43 | $43 |
| WINDSTREAM HOLDINGS | P | $1,817 | $4,035 | -$2,218 | -$2,218 |
| CASI IN LIEU | P | $86 | $86 | $86 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $28,450 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,583,813 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.017963 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $115,030 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,491,032 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.077148 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $50,187 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,549,168 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,570,393 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035264 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $45,700 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,460,112 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031299 | DistributionYr5Rt |
| Total Distribution | 0.194070 | TotalDistributionRt |
| Average Distribution | 0.038814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,592,246 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,801 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $572 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,373 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,797 | 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 | $572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $585 | 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 | ROBERT K JONES | IndividualWithBooksNm |
| Phone | 8022971329 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST ROUND ROAD | AddressLine1Txt |
| City | BONDVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05340 | 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 | $1,616,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,616,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,616,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,592,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $572 | TotalTaxAmt |
| Distributable Before Adj | $79,040 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,040 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,797 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,797 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $572 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $118,225 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $78,025 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Total For Prior Years | $16,884 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,797 | QualifyingDistributionsAmt |
| Applied To Year1 | $78,025 | AppliedToYear1Amt |
| Applied To Prior Years | $16,884 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,888 | 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 | $55,152 | 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 (17 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 | $37 |
| CARLOS OTIS STRATTON MTN CLINIC | |||||||
| PO BOX 617 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| CATAMOUNT TRAIL ASSOCIATION | |||||||
| 1 MILL STREET 350 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $100 |
| CHILDREN'S HOSPITAL AT DARTMOUTH | |||||||
| 1 MEDICAL CENTER DRIVE | LEBANON | NH | 03766 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| CORNELL LAB OF ORINTHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $100 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10117 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $3,000 |
| FRIENDMAN CENTER FOR CHOICE | |||||||
| ONE AMERICAN SQUARE STE 2420 | INDANAPOLIS | IN | 46282 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $100 |
| GRACE COTTAGE FOUNDATION | |||||||
| 185 GRAFTON ROAD | TOWNSEND | VT | 05353 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $4,000 |
| 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 | $100 |
| MANCHESTER MUSIC FESTIVAL | |||||||
| 42 DILLINGHAM AVE | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $390 |
| 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 | $100,000 |
| SALVATION ARMY | |||||||
| 22 WALES STREET | RUTLAND | VT | 05701 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $250 |
| SOUTHERN VERMONT ARTS CENTER | |||||||
| 930 SO VERMONT ARTS CTR DRIVE | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $100 |
| 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 | $250 |
| THE STRATTON FOUNDATION | |||||||
| PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| VERMONT CENTER FOR ECOSTUDIES | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,677 | 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 | $47 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,482 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,482 | 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 | $12,240 | Amt |
| Net Investment Income | $6,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,120 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO REG. 53.4942(A)-3(D)(2) TAXPAYER ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENING IN 2012 OF $10,680 AND 2013 OF $6,204. | ElectionDesc |
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 | $47,974 | $47,974 |
| GS US EQUITY DIV & PREMIUM FUND | FMV | $311,934 | $357,948 |
| GS HIGH YIELD FLOATING RATE FUND | FMV | $645,202 | $600,780 |
| GS LONDON CO EQ INCOME | FMV | $459,647 | $517,087 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $5,818 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,818 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $6,297 | Amt |
| Net Investment Income | $6,297 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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