Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-26
- IRS object ID
- 201632089349100208
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-26T10:12:47-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030319953 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc Z Aaron CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 Harlow Hill | AddressLine1Txt |
| City | Randolph | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05060 | 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 | 133468798 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ada Brandon Charitable Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAB | BusinessNameControlTxt |
| Phone | 8027289947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 S Randolph Rd | AddressLine1Txt |
| City | Randolph Ctr | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05061 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carl Brandon | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8027289947 | PhoneNum |
| Signature | 2016-06-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marc Z Aaron CPA | PreparerPersonNm |
| PTIN | P00006682 | PTIN |
| Phone | 8027283857 | PhoneNum |
| Preparation | 2016-06-28 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $72,156 | 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 | $169 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $169 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $169 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,175 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,231 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,161 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,161 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,561 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,505 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,400 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,421 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $102 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,349 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,477 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,477 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,477 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,400 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $17,351 | CashBOYAmt |
| Cash EOY | $12,476 | CashEOYAmt |
| Cash EOYFMV | $12,476 | CashEOYFMVAmt |
| Corporate Stock BOY | $50,128 | CorporateStockBOYAmt |
| Corporate Stock EOY | $49,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $49,666 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,001 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,014 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $82,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,156 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $82,480 | UnrestrictedBOYAmt |
| Unrestricted EOY | $71,486 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $82,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $82,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $82,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $73,215 | SubtotalAmt |
| Other Decreases | $1,729 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| TD Ameritrade Covered Short Term | P | $6,717 | $7,217 | -$500 | -$500 | ||
| TD Ameritrade Covered Long Term | P | $23,786 | $20,458 | $3,328 | $3,328 | ||
| SPDR S&P Midcap 400 ETF | P | $504 | $280 | $224 | $224 | 2006-02-08 | 2015-01-14 |
| Discover Bank CD | P | $5,000 | $5,000 | $0 | $0 | 2014-07-29 | 2015-06-06 |
| Capital Gains Dividends | P | $109 | $109 | $109 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,161 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$500 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,942 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,565 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.088468 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,861 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,791 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.891518 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,893 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,804 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.792012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,979 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.666905 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,038 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.596840 | DistributionYr5Rt |
| Total Distribution | 4.035743 | TotalDistributionRt |
| Average Distribution | 0.807149 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,690 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,857 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $36 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,893 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,477 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $100 | AppliedToEsTaxAmt |
| Total Payments And Credits | $100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $28 | RefundAmt |
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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 | Carl Brandon | IndividualWithBooksNm |
| Phone | 8027289947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 So Randolph RD | AddressLine1Txt |
| City | Randolph Center | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05061 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| Carl Brandon | ||||||||
| 3071 So Randolph RD | Randolph CTR | VT | 05060 | Pres/Director | 0.50 | $0 | $0 | $0 |
| Robert Brandon | ||||||||
| 3417 Woodley Rd NW | Washington | DC | 20016 | Sec/Director | 0.50 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,914 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,914 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,914 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72 | TotalTaxAmt |
| Distributable Before Adj | $663 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $663 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $663 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,477 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,477 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,477 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $663 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,955 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,975 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $15,065 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,324 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,477 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $663 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,814 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $81,749 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,616 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,955 | ExcessFromYear4Amt |
| Excess From Year3 | $13,975 | ExcessFromYear3Amt |
| Excess From Year2 | $15,065 | ExcessFromYear2Amt |
| Excess From Year1 | $16,324 | ExcessFromYear1Amt |
| Excess From Current Year | $10,814 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Carl Brandon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3071 So Randolph RD | AddressLine1Txt |
| City | Randolph Center | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05061 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8027289947 | RecipientPhoneNum |
| Recipient Email Address | carl.brandon@vtc.edu | RecipientEmailAddressTxt |
| Form And Info And Materials | In writing with complete information as to purpose of request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brook Hollow Productions | |||||||||||
| 4 Glinney PL | Montpelier | VT | 05602 | General Donation | $100 | ||||||
| American Heart Association | |||||||||||
| 110 Main ST 203 | Burlington | VT | 05401 | General Donation | $100 | ||||||
| Eyeo GmbH | |||||||||||
| General Donation | $10 | Im Klapperhof 7-23 | Koln | Germany | GM | 50670 | |||||
| Baltimore Orioles | |||||||||||
| 333 W Camden ST | Baltimore | MD | 21201 | Tickets for Fod Kids Program | $642 | ||||||
| Central Vermont Chanber Music Festival | |||||||||||
| 71-73 Main ST | Randolph | VT | 05060 | General Donation | $380 | ||||||
| Committee of 100 | |||||||||||
| 677 Fifth Ave - 5th Floor | New York | NY | 10022 | General Donation | $550 | ||||||
| DC Bar Pro Bono Program | |||||||||||
| 1101 K Street NW - Suite 200 | Washington | DC | 20005 | General Donation | $100 | ||||||
| Fields of Dreams A Greater Washington | |||||||||||
| 333 W Camden ST | Baltimore | MD | 21201 | General Donation | $3,500 | ||||||
| Freedom from Religion Foundation | |||||||||||
| PO Box 750 | Madison | WI | 53701 | General Donation | $100 | ||||||
| Kennedy Center | |||||||||||
| 2700 F ST NW | Washington | DC | 20566 | General Donation | $60 | ||||||
| League of Conservation Education | |||||||||||
| 1920 L Street NW - STE 800 | Washington | DC | 20036 | General Donation | $250 | ||||||
| Midwest Academy | |||||||||||
| 27 E Monroe 11th Floor | Chicago | IL | 60603 | General Donation | $125 | ||||||
| Mikva Challenge Grant Fund | |||||||||||
| 332 S Michigan Ave - Ste 400 | Chicago | IL | 60604 | General Donation | $400 | ||||||
| National Consumers League | |||||||||||
| 1701 K Street NW - Suite 1200 | Washington | DC | 20006 | General Donation | $350 | ||||||
| Network for Good | |||||||||||
| 1140 Connecticut | Washington | DC | 20036 | General Donation | $100 | ||||||
| Opera North | |||||||||||
| 20 West Park ST | Lebanon | NH | 03766 | General Donation | $2,000 | ||||||
| Opera North | |||||||||||
| 20 West Park ST | Lebanon | NH | 03766 | Program Support | $300 | ||||||
| Randolph Area Community Development Corporation | |||||||||||
| 21 N Main St | Randolph | VT | 05060 | Poetry Program | $125 | ||||||
| Randolph Rotary Scholarship Fund | |||||||||||
| PO Box 179 | Randolph | VT | 05060 | Scholarship fund | $125 | ||||||
| Planned Parenthood | |||||||||||
| 183 St Paul Street | Burlington | VT | 05401 | General Donation | $100 | ||||||
| Union of Concerned Scientists | |||||||||||
| Two Brattle Square - Unit 3 | Cambridge | MA | 02138 | General Donation | $100 | ||||||
| University of Massachusetts - Amherst | |||||||||||
| Campus Center | Amherst | MA | 01003 | Energy Program | $125 | ||||||
| Vermont Philarmonic | |||||||||||
| PO Box 425 | Montpelier | VT | 05601 | General Donation | $100 | ||||||
| Wikemedia Foundation Inc | |||||||||||
| 149 New Montgomery ST | San Francisco | CA | 94105 | General Donation | $10 | ||||||
| Chandler Center for the Arts | |||||||||||
| 71-73 Main ST | Randolph | VT | 05060 | Program Support | $100 | ||||||
| Lyra Music Inc | |||||||||||
| 57 Robinson Street | Beacon | NY | 12508 | Program Support | $50 | ||||||
| Rochester Chamber Music Society | |||||||||||
| PO Box 217 | Rochester | VT | 05767 | Program Support | $100 | ||||||
| First Light Studios | |||||||||||
| 34 Pleasant St 2 | Randolph | VT | 05060 | Concert underwriting | $100 | ||||||
| Rosedale Conservancy | |||||||||||
| 3471-3501 Newark ST NW | Washington | DC | 20016 | General Donation | $500 | ||||||
| Institute for America's Future | |||||||||||
| 1825 K Street NW 400 | Washington | DC | 20006 | General Donation | $175 | ||||||
| Flight Experience for Youth | |||||||||||
| 3000 Poberezny Rd | Oshkosh | WI | 54903 | General Donation | $100 | ||||||
| Sharon Academy | |||||||||||
| 79 VT-132 | Sharon | VT | 05065 | General Donation | $100 | ||||||
| Randolph Youth Soccer | |||||||||||
| Municipal Building | Randolph | VT | 05060 | Program Support | $100 | ||||||
| Randolph Area Food Shelf | |||||||||||
| 12 Prince ST 3 | Randolph | VT | 05060 | General Donation | $200 | ||||||
| National Forest Foundation | |||||||||||
| Building 27 Suite 3 Fort Missoula | Missoula | MT | 59804 | White Mountin Ars Experience | $150 | Rd | |||||
| Omaha Community Playhouse | |||||||||||
| 6915 Cass St | Omaha | NE | 68132 | General Donation | $50 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,477 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $169 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,231 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,161 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,561 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,561 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | The income helps fund the operational expenses of the Foundation which |
| 4 | exists to contribute to various charities. |
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 | CategoryTxt |
| Amt | $1,421 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income Funds | BondNm |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,014 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds and ETF | StockNm |
| EOY Book Value | $49,010 | EOYBookValueAmt |
| EOYFMV | $49,666 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains (losses) | Desc |
| Amt | $1,729 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management | CategoryTxt |
| Amt | $826 | Amt |
| Net Investment Income | $826 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FTC | $22 | $22 | $0 | $0 |
| Federal | $80 | $80 | $0 | $0 |
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