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VINEYARD FAMILY FOUNDATION 313-74D01: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
VINEYARD FAMILY FOUNDATION 313-74D01 (EIN 62-6365986)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-04-30
IRS object ID
201501209349101025
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-04-30T16:10:34-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626365986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Vineyard Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlVINEBusinessNameControlTxt
Phone9042203825PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11281 Queens Island CourtAddressLine1Txt
Address Line2SuiteAddressLine2Txt
CityJacksonvilleCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGrace J VineyardPersonNm
Person TitlePresidentPersonTitleTxt
Phone9042203825PhoneNum
Signature2015-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone9042203825PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$610,063FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,075DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,075DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,240NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$245,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,240CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,361TotalRevAndExpnssAmt
Total Net Invst Incm$40,361TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,230OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,230OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$7,413OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,413OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,643TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,413TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$35,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,518ExcessRevenueOverExpensesAmt
Net Investment Income$34,131NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$245,932SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,496SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,496SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$343,465CorporateStockBOYAmt
Corporate Stock EOY$534,419CorporateStockEOYAmt
Corporate Stock EOYFMV$550,567CorporateStockEOYFMVAmt
Total Assets BOY$589,397TotalAssetsBOYAmt
Total Assets EOY$593,915TotalAssetsEOYAmt
Total Assets EOYFMV$610,063TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$589,397RetainedEarningBOYAmt
Retained Earning EOY$593,915RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$589,397TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$593,915TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$589,397TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$593,915TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$589,397TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,518ExcessRevenueOverExpensesAmt
Subtotal$593,915SubtotalAmt
Tot Net Ast Or Fund Balances EOY$593,915TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$245,720GrossSalesPriceAmt
Cost Or Other Basis$222,480CostOrOtherBasisAmt
Gain Or Loss$23,240GainOrLossAmt
Gains Minus Excess Or Losses$23,240GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$23,240CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$29,827AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$601,198NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049613DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,858AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$605,200NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.022898DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,475AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$591,076NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.019414DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,424AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$583,922NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.02984DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,808AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$510,651NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.017249DistributionYr5Rt
Total Distribution0.139014TotalDistributionRt
Average Distribution0.027803AverageDistributionRt
Net Vl Noncharitable Assets$624,425NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$17,361AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$341NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$17,702AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,613QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$341InvestmentIncomeExciseTaxAmt
Subtotal$341SubtotalAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$168EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$168TotalPaymentsAndCreditsAmt
Tax Due$173TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Andrew Vineyard
1281 Queens Island CourtJacksonvilleFL32225Trustee1.0$0
Grace Vineyard
1281 Queens Island CourtJacksonvilleFL32225Pres / Trustee1.0$0
Mark Vineyard
1281 Queens Island CourtJacksonvilleFL32225Trustee1.0$0
Scott Vineyard
1281 Queens Island CourtJacksonvilleFL32225Trustee1.0$0
William R Vineyard
1281 Queens Island CourtJacksonvilleFL32225Sec / Trustee1.0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$591,007AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,927AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$633,934TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$633,934AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,509CashDeemedCharitableAmt
Net Vl Noncharitable Assets$624,425NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,221MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,221MinimumInvestmentReturnAmt
Tax Based On Investment Income$341TaxBasedOnInvestmentIncomeAmt
Total Tax$341TotalTaxAmt
Distributable Before Adj$30,880DistributableBeforeAdjAmt
Distributable Before Ded$30,880DistributableBeforeDedAmt
Distributable As Adjusted$30,880DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,613ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$29,613QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$341PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$29,272AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,880DistributableAsAdjustedAmt
Undistributed Income PY$28,113UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$29,613QualifyingDistributionsAmt
Applied To Year1$28,113AppliedToYear1Amt
Applied To Current Year$1,500AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$29,380UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGRACE VINEYARDContributingManagerNm
Contributing ManagerWILLIAM R VINEYARDContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABUSED & HOMELESS CHILDRENS REFUGE - ALTERN house
2100 GALLOWS RDVIENNAVA22182N/APCprinters, ink, and daycare assistance fund for working mothers$3,000
EMORY VALLEY CENTER INC
715 EMORY VALLEY RDOAK RIDGETN37830N/APCnew building Fund$2,000
FLAT ROCK PARK AND RECREATION FOUNDATION INC
PO BOX 1288FLAT ROCKNC28731N/APCGeneral and Unrestricted$1,200
MAGGIES PLACE INC
PO BOX 1102PHOENIXAZ85001N/APCAdoption Fund for Biological mothers$3,000
PARDEE MEMORIAL HOSPITAL FOUNDATION INC
800 N JUSTICE STHENDERSONVLLENC28791N/APCoperating room Fund$10,000
PARENT BOOSTER USA INC - SENATORS SUCCESS FUND INC
PO BOX 75NORWALKCT06853N/APCCollege Resource Center$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,075ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,240ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$40,361ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,361TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLIANZ AGIC CONVERTIBLE INS$161,700$154,745
ENERGY SELECT SPDR$29,465$23,748
FBR AMERICAN GAS INDEX FUND$73,165$74,821
FPA CRESCENT PORTFOLIO$130,287$152,303
FRANKLIN CUSTODIAN FDS INC ADV$100,972$104,925
GUGGENHEIM S&P EQUAL WEIGHT ET$38,830$40,025

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$7,413RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$7,413DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$6,230Amt
Net Investment Income$6,230NetInvestmentIncomeAmt

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