Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-06
- IRS object ID
- 201402189349100620
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-06T15:50:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030306127 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMPUCOUNT INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7 341 VT RT 66 | AddressLine1 |
| City | RANDOLPH | City |
| State | VT | State |
| ZIP Code | 05060 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | INC C/O COMPUCOUNT INC | BusinessNameLine2 |
| 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 | PO BOX 7 | AddressLine1 |
| City | RANDOLPH | City |
| State | VT | State |
| ZIP Code | 05060 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL BRANDON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8027289947 | PhoneNum |
| Signature | 2014-08-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA M BISSON EA | PreparerPersonNm |
| PTIN | P00974078 | PTIN |
| Phone | 8027284461 | PhoneNum |
| Preparation | 2014-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,908 | 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 | $136 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $136 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,873 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,670 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,873 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,688 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,923 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,009 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $185 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,770 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,076 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,076 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $78 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $18 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,076 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,861 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,861 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,076 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,862 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,847 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,009 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,253 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $70,670 | CorporateStockBOYAmt |
| Corporate Stock EOY | $64,431 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,448 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,799 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $100,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $91,132 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $100,998 | UnrestrictedBOYAmt |
| Unrestricted EOY | $91,132 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $91,132 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $91,132 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,862 | ExcessRevenueOverExpensesAmt |
| Subtotal | $91,136 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $91,132 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US INDEX | P | 2008-12-23 | 2013-11-15 | $2,546 | $1,224 | $1,322 | $1,322 |
| ISHARES S&P GLOBAL HEALTHCARE | P | 2012-08-30 | 2013-08-14 | $1,579 | $1,240 | $339 | $339 |
| MARKET VECTORS GLOBAL AGRIBUSINESS | P | 2008-03-20 | 2013-07-23 | $1,635 | $1,574 | $61 | $61 |
| ISHARES GOLDMAN SACHS NATURAL RESOUR | P | 2008-02-07 | 2013-02-21 | $194 | $199 | -$5 | -$5 |
| ISHARES CORE S&P TOTAL US INDEX | P | 2009-10-22 | 2013-11-15 | $4,189 | $2,490 | $1,699 | $1,699 |
| ISHARES S&P GLOBAL HEALTHCARE | P | 2012-12-03 | 2013-08-14 | $1,737 | $1,431 | $306 | $306 |
| MATTHEWS INDIA FUND | P | 2013-02-22 | 2013-07-23 | $1,027 | $1,100 | -$73 | -$73 |
| ISHARES GS INVESTOP | P | 2009-02-23 | 2013-02-21 | $3,592 | $2,918 | $674 | $674 |
| ISHARES S&P US PREFERRED STOCK INDEX | P | 2010-11-30 | 2013-11-15 | $2,077 | $2,155 | -$78 | -$78 |
| ISHARES S&P GLOBAL HEALTHCARE | P | 2013-07-23 | 2013-08-14 | $474 | $482 | -$8 | -$8 |
| SPDR INT'L INFLATION PROTECTED BOND | P | 2009-08-11 | 2013-06-27 | $3,455 | $3,226 | $229 | $229 |
| ISHARES MSCI CANADA | P | 2008-05-15 | 2013-02-21 | $704 | $869 | -$165 | -$165 |
| MARKET VECTORS MORNINGSTAR WIDE MOAT | P | 2012-06-07 | 2013-11-15 | $1,019 | $714 | $305 | $305 |
| ISHARES S&P GLOBAL TELECOMMUNICATION | P | 2009-08-11 | 2013-08-14 | $493 | $411 | $82 | $82 |
| SPDR INT'L INFLATION PROTECTED BOND | P | 2010-09-02 | 2013-06-27 | $1,439 | $1,407 | $32 | $32 |
| ISHARES S&P GLOBAL TELECOMMUNICATION | P | 2009-08-11 | 2013-02-21 | $617 | $564 | $53 | $53 |
| POWERSHARES QQQ | P | 2006-01-11 | 2013-11-15 | $1,585 | $822 | $763 | $763 |
| ISHARES S&P GLOBAL TELECOMMUNICATION | P | 2010-03-12 | 2013-08-14 | $1,539 | $1,336 | $203 | $203 |
| PROSHARES VIX SHORT TERM FUTURES | P | 2012-09-05 | 2013-06-10 | $22 | $48 | -$26 | -$26 |
| ISHARES SP SMALLCAP 600 | P | 2005-10-04 | 2013-02-21 | $997 | $692 | $305 | $305 |
| POWERSHARES QQQ | P | 2011-04-21 | 2013-11-15 | $667 | $469 | $198 | $198 |
| ISHARES S&P GLOBAL TELECOMMUNICATION | P | 2010-09-02 | 2013-08-14 | $1,539 | $1,369 | $170 | $170 |
| MFS EMERGING MKTS DEBT | P | 2013-02-21 | 2013-05-29 | $2,033 | $2,124 | -$91 | -$91 |
| MARKET VECTORS GLOBAL AGRIBUSINESS | P | 2008-03-20 | 2013-02-21 | $420 | $406 | $14 | $14 |
| WESTERN ASSET MUNICIPAL PARTNERS FUN | P | 2013-06-28 | 2013-11-15 | $1,671 | $1,832 | -$161 | -$161 |
| MARKET VECTORS PREFERRED STOCK | P | 2012-12-03 | 2013-08-14 | $1,033 | $1,105 | -$72 | -$72 |
| ISHARES CORE S&P TOTAL US INDEX | P | 2008-12-23 | 2013-05-09 | $1,178 | $632 | $546 | $546 |
| MIDCAP 400 SPDR | P | 2006-02-08 | 2013-02-21 | $387 | $280 | $107 | $107 |
| ACTIVE BEAR ETF | P | 2012-08-30 | 2013-08-14 | $1,213 | $1,789 | -$576 | -$576 |
| MARSHALL INTERMEDIATE TAX-FREE INV | P | 2013-02-21 | 2013-08-14 | $4,098 | $4,300 | -$202 | -$202 |
| ISHARES S&P GLOBAL HEALTHCARE | P | 2012-08-30 | 2013-05-09 | $680 | $558 | $122 | $122 |
| POWERSHARES QQQ | P | 2006-01-11 | 2013-02-21 | $720 | $476 | $244 | $244 |
| BLACKROCK HIGH YIELD BONDS | P | 2013-02-21 | 2013-08-14 | $2,068 | $2,124 | -$56 | -$56 |
| PROSHARES VIX SHORT TERM FUTURES | P | 2012-09-05 | 2013-08-14 | $352 | $1,095 | -$743 | -$743 |
| MARKET VECTORS MORNINGSTAR WIDE MOAT | P | 2012-06-07 | 2013-05-09 | $432 | $347 | $85 | $85 |
| SPDR INT'L INFLATION PROTECTED BOND | P | 2009-08-11 | 2013-02-21 | $2,488 | $2,154 | $334 | $334 |
| CONSUMER STAPLES SELECT SPDR | P | 2008-10-16 | 2013-08-14 | $1,887 | $1,050 | $837 | $837 |
| PROSHARES VIX SHORT TERM FUTURES | P | 2013-05-23 | 2013-08-14 | $451 | $609 | -$158 | -$158 |
| VANGUARD DIV APPRECIATION | P | 2012-08-30 | 2013-05-09 | $611 | $527 | $84 | $84 |
| ENERGY SELECT SPDR | P | 2012-12-03 | 2013-08-14 | $2,044 | $1,779 | $265 | $265 |
| TEMPLETON GLOBAL BOND | P | 2010-12-06 | 2013-08-14 | $2,853 | $3,000 | -$147 | -$147 |
| CONSUMER STAPLES SELECT SPDR | P | 2008-10-16 | 2013-02-21 | $408 | $251 | $157 | $157 |
| FIDELITY TOTAL BOND | P | 2013-02-21 | 2013-08-14 | $4,331 | $4,524 | -$193 | -$193 |
| VANGUARD LONG TERM BOND FUND | P | 2013-02-21 | 2013-08-14 | $2,071 | $2,324 | -$253 | -$253 |
| GUGGENHEIM S&P GLOBAL WATER INDEX | P | 2007-05-16 | 2013-02-21 | $501 | $561 | -$60 | -$60 |
| GUGGENHEIM S&P GLOBAL WATER INDEX | P | 2007-05-16 | 2013-08-14 | $1,176 | $1,225 | -$49 | -$49 |
| ISHARES MSCI CANADA | P | 2008-05-15 | 2013-07-23 | $703 | $869 | -$166 | -$166 |
| ISHARES BARCLAYS 1-3 YEAR CREDIT BON | P | 2012-06-07 | 2013-02-21 | $634 | $627 | $7 | $7 |
| ISHARES BARCLAYS 1-3 YEAR CREDIT BON | P | 2012-06-07 | 2013-08-14 | $1,680 | $1,672 | $8 | $8 |
| ISHARES MSCI CANADA | P | 2010-03-12 | 2013-07-23 | $703 | $702 | $1 | $1 |
| ISHARES CORE S&P TOTAL US INDEX | P | 2008-12-23 | 2013-02-21 | $1,224 | $711 | $513 | $513 |
| ISHARES DOW JONES TECHNOLOGY | P | 2012-12-31 | 2013-08-14 | $1,259 | $1,138 | $121 | $121 |
| ISHARES MSCI CANADA | P | 2010-06-24 | 2013-07-23 | $703 | $668 | $35 | $35 |
| ISHARES GOLDMAN SACHS NATURAL RESOUR | P | 2007-02-01 | 2013-02-21 | $426 | $372 | $54 | $54 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,117 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,283 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,893 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,804 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.792012 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,979 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $20,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.666905 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $23,038 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.596840 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,928 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $23,748 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.712818 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,020 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $154,386 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.136152 | DistributionYr5Rt |
| Total Distribution | 2.904727 | TotalDistributionRt |
| Average Distribution | 0.580945 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,486 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,158 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $78 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,236 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,861 | 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 | $78 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $78 | SubtotalAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $78 | TaxDueAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | AddressLine1 |
| City | RANDOLPH | City |
| State | VT | State |
| ZIP Code | 05060 | ZIPCode |
| 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 05061 | PRES/DIR | 0.50 | $0 | $0 | $0 |
| ROBERT BRANDON | ||||||||
| 3417 WOODLEY RD NW | WASHINGTON | DC | 20016 | SEC/DIR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,752 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $78 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $78 | TotalTaxAmt |
| Distributable Before Adj | $796 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $796 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $796 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,861 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,861 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $78 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,783 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,373 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,955 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $13,975 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $68,694 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,861 | QualifyingDistributionsAmt |
| Applied To Current Year | $796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,065 | RemainingDistriFromCorpusAmt |
| Total Corpus | $83,759 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,373 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $70,386 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,775 | ExcessFromYear4Amt |
| Excess From Year3 | $12,616 | ExcessFromYear3Amt |
| Excess From Year2 | $12,955 | ExcessFromYear2Amt |
| Excess From Year1 | $13,975 | ExcessFromYear1Amt |
| Excess From Current Year | $15,065 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
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 SOUTH RANDOLPH ROAD | AddressLine1 |
| City | RANDOLPH CENTER | City |
| State | VT | State |
| ZIP Code | 05061 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8027289947 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN, 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALT ORIOLES FIELD OF DREAMS | |||||||
| N A | N A | BALTIMORE | MD | 21201 | PUBLIC | GENERAL DONATION | $400 |
| CENTRAL VT CHAMBER MUSIC FESTIVAL | |||||||
| 202 MADISON AVE | 202 MADISON AVE | CRESSKILL | NJ | 07626 | PUBLIC | GENERAL DONATION | $300 |
| CHANDLER CENTER FOR ARTS | |||||||
| 71-73 MAIN STREET | 71-73 MAIN STREET | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $500 |
| COMMITTEE OF 100 | |||||||
| 677 FIFTH AVE 5TH FLOOR | 677 FIFTH AVE 5TH FLOOR | NEW YORK | NY | 10022 | PUBLIC | GENERAL DONATION | $500 |
| DC BAR PRO BONO PROGRAM | |||||||
| 1101 K STREET NW STE 200 | 1101 K STREET NW STE 200 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL DONATION | $100 |
| FLIGHT EXPERIENCE YOUTH | |||||||
| P O BOX 123 | P O BOX 123 | WARREN | VT | 05674 | PUBLIC | GENERAL DONATION | $100 |
| FUND FOR SYRACUSE SCHOLARSHIP | |||||||
| N A | N A | SYRACUSE | NY | 13218 | PUBLIC | GENERAL DONATION | $1,000 |
| MIDWEST ACADEMY | |||||||
| 27 E MONROE 11TH FLOOR | 27 E MONROE 11TH FLOOR | CHICAGO | IL | 60603 | PUBLIC | GENERAL DONATION | $600 |
| MUSEUM OF MATHEMATICS | |||||||
| 11 E 26TH STREET | 11 E 26TH STREET | NEW YORK | NY | 10010 | PUBLIC | GENERAL DONATION | $125 |
| OPERA AMERICA | |||||||
| 330 SEVENTH AVENUE | 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | PUBLIC | GENERAL DONATION | $125 |
| OPERA NORTH | |||||||
| 20 WEST PARK ST | 20 WEST PARK ST | LEBANON | NH | 03766 | PUBLIC | GENERAL DONATION | $4,775 |
| RANDOLPH VT ROTARY | |||||||
| PO BOX 179 | PO BOX 179 | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $125 |
| RANDOLPH AREA FOOD SHELF | |||||||
| 12 PRINCE ST UNIT 3 | 12 PRINCE ST UNIT 3 | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $100 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| TWO BRATTLE SQ | TWO BRATTLE SQ | CAMBRIDGE | MA | 02138 | PUBLIC | GENERAL DONATION | $50 |
| VERMONT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH ST STE 3B | 2 CHURCH ST STE 3B | BURLINGTON | VT | 05401 | PUBLIC | GENERAL DONATION | $450 |
| VERMONT TECHNICAL COLLEGE | |||||||
| P O BOX 500 | P O BOX 500 | RANDOLPH CENTER | VT | 05061 | PUBLIC | GENERAL DONATION | $2,000 |
| US ACTION EDUCATION FUND | |||||||
| 1211 CONNECTICUT AVE NW | 1211 CONNECTICUT AVE NW | WASHINGTON | DC | 20036 | PUBLIC | GENERAL DONATION | $500 |
| TREGARON CONSERVANCY | |||||||
| PO BOX 11351 | PO BOX 11351 | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $250 |
| CLEVELEND PARK CITIZENS | |||||||
| PO BOX 11444 | PO BOX 11444 | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $100 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET | 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | PUBLIC | GENERAL DONATION | $10 |
| NORTHERN STAGE CO | |||||||
| PO BOX 4287 | PO BOX 4287 | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC | GENERAL DONATION | $100 |
| PLAYHOUSE COOPERATIVE | |||||||
| 11 SOUTH MAIN ST | 11 SOUTH MAIN ST | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $200 |
| GREEN MOUNTAIN OPERA FESTIVAL | |||||||
| PO BOX 1362 | PO BOX 1362 | WAITSFIELD | VT | 05673 | PUBLIC | GENERAL DONATION | $100 |
| VERMONT COUNCIL FOR GIFTED EDUCATIO | |||||||
| PO BOX 154 | PO BOX 154 | PEACHAM | VT | 05862 | PUBLIC | GENERAL DONATION | $30 |
| SIBLEY HOSPITAL FUND | |||||||
| 5255 LOUGHBORO RD NW | 5255 LOUGHBORO RD NW | WASHINGTON | DC | 20016 | PUBLIC | GENERAL DONATION | $1,000 |
| ACM INC | |||||||
| 2 PENN PLAZA STE 701 | 2 PENN PLAZA STE 701 | NEW YORK | NY | 10121 | PUBLIC | GENERAL DONATION | $25 |
| ROCHESTER CHAMBER MUSIC SOCIETY | |||||||
| PO BOX 834 | PO BOX 834 | ROCHESTER | MN | 55903 | PUBLIC | GENERAL DONATION | $100 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT ST STE 100 | 1777 N KENT ST STE 100 | ARLINGTON | VA | 22209 | PUBLIC | GENERAL DONATION | $26 |
| PUBLIC CITIZEN FOUNDATION | |||||||
| 1600 20TH ST NW | 1600 20TH ST NW | WASHINGTON | DC | 20009 | PUBLIC | GENERAL DONATION | $250 |
| CENTER FOR COMMUNITY CHANGE | |||||||
| 1536 U ST NW | 1536 U ST NW | WASHINGTON | DC | 20009 | PUBLIC | GENERAL DONATION | $500 |
| PENTANGLE ARTS | |||||||
| 31 THE GREEN | 31 THE GREEN | WOODSTOCK | VT | 05091 | PUBLIC | GENERAL DONATION | $100 |
| WILBUR WARNKE VETERANS LEAGUE | |||||||
| 303 SOUTH MAPLE AVE | 303 SOUTH MAPLE AVE | FALLS CHURCH | VA | 22046 | PUBLIC | GENERAL DONATION | $200 |
| THE FICK COLLECTION | |||||||
| 1 EAST 70TH ST | 1 EAST 70TH ST | NEW YORK | NY | 10021 | PUBLIC | GENERAL DONATION | $120 |
| COMMUNITY CATALYST | |||||||
| 30 WINTER ST 10TH FL | 30 WINTER ST 10TH FL | BOSTON | MA | 02108 | PUBLIC | GENERAL DONATION | $500 |
| CLEVELAND PARK VILLAGE FOUNDATION | |||||||
| PO BOX 11231 | PO BOX 11231 | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $100 |
| UNITED NATIONS ASSOCIATION | |||||||
| 1750 PENNSYLVANIA AVE NW | 1750 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $150 |
| LEAGUE OF CONSERVATION EDUCATION | |||||||
| 1920 L STREET NW STE 800 | 1920 L STREET NW STE 800 | WASHINGTON | DC | 20036 | PUBLIC | GENERAL DONATION | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,861 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $136 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,873 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,117 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $9,126 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,126 | 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 |
| 4 | FOUNDATION WHICH EXISTS TO CONTRIBUTE TO VARIOUS CHARITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| TAX PREPARATION | $1,590 |
| OTHER | $180 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (2 entries)
| CARL BRANDON |
| ROBERT BRANDON |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTL BK RECON DEVELOP | $6,000 | $5,313 |
| TEMPLETON GLOBAL BD FD | ||
| STRATTON FDS INC | $2,124 | $2,383 |
| VANGUARD INTERM-TERM TAX EXMPT ADMIR | $4,324 | $4,103 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVISORSHARES TR | ||
| AMEX SPDR INDEX CONSUMER STAPLES | ||
| AMEX SPDR ENERGY SELECT INDEX | ||
| GUGGENHEIM ABC | ||
| ISHARES CORE S&P TOTAL US ETF | $20,431 | $26,564 |
| ISHARES IBOXX & INVTOP INVES FD | $678 | $685 |
| ISHARES S&P GLBL TELECOMM SE | ||
| ISHARES S&P GLBL HEALTHCARE | ||
| ISHARES S&P NORTH AMERI NATUR INDEX | $2,786 | $3,037 |
| ISHARES MSCI EAFE INDEX | $7,475 | $8,454 |
| ISHARES CORE S&P SMALL CAP ETF | $2,431 | $3,165 |
| ISHARES BARCLAYS 1-3 YR CREDIT BD | ||
| ISHARES US PFD STOCK INDEX | ||
| ISHARES MSCI CANADA | ||
| ISHARES MSCI FLOATING RATE NOTE | $15,158 | $15,216 |
| MARKET VECTORS WIDE MOAT ETF | $2,584 | $3,172 |
| MARKET VECTORS AGRIBUSINESS | ||
| MARKET VECTORS PFD SEC EX FIN | ||
| POWERSHARES QQQ | $2,169 | $3,255 |
| PROSHARES VIX SHORT TERM FUTURES | ||
| SCHWAB SCH US REIT ETF | $1,118 | $1,119 |
| SPDR INTL GOVT INFL PROT BOND ETF | $2,926 | $2,923 |
| SPDR S&P MIDCAP 400 ETF TRUST | $3,343 | $5,128 |
| VANGUARD DIVIDEND APPREC ETF | $3,332 | $4,138 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $185 | LegalFeesAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN/LOSS ADJUST | Description |
| Amount | $4 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| PERMITS & LICENSES | $18 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,076 | Amt |
| Net Investment Income | $1,076 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $11 |
| NY STATE TAX | $50 |
| FOREIGN DIVIDEND TAX | $17 |
Comments