VINEYARD FAMILY FOUNDATION 313-74D01: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
VINEYARD FAMILY FOUNDATION 313-74D01 (EIN 62-6365986)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-30
IRS object ID
201301209349100520
Schema version
2012v2.2
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)
Timestamp2013-04-30T05:07:49-00:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Lane Suite 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN626365986EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The Vineyard Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlVINENameControl
Phone9042203825Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11281 Queens Island CourtAddressLine1
CityJacksonvilleCity
StateFLState
ZIP Code32225ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameGrace VinyardName
TitlePresidentTitle
Date Signed2013-04-30DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJeffrey D HaskellName
Phone8008391754Phone
Date Prepared2013-04-30DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY609890FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss80InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm80InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss18206DividendsRevAndExpnss
Dividends Net Invst Incm18206DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss6598NetGainSaleAssetsRevAndExpnss
Gross Sales Price59088GrossSalesPrice
Capital Gain Net Incm Net Invst Incm6598CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses24884TotalRevenueAndExpenses
Total Net Investment Income24884TotalNetInvestmentIncome
Other Prof Fees Rev And Expnss1952OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm1952OtherProfFeesNetInvstIncm
Taxes Rev And Expnss39TaxesRevAndExpnss
Other Expenses Rev And Expnss7058OtherExpensesRevAndExpnss
Other Expenses Dsbrs Chrtbl Prps7058OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss9049TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1952TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps7058TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss6800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps6800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss15849TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1952TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps13858TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses9035ExcessOfRevenueOverExpenses
Net Investment Income22932NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY578233SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3908SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3908SavingsAndTempCashInvstEOYFMV
Investments Corp Stock EOY583360InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV605982InvestmentsCorpStockEOYFMV
Total Assets BOY578233TotalAssetsBOY
Total Assets EOY587268TotalAssetsEOY
Total Assets EOYFMV609890TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY578233RetainedEarningsBOY
Retained Earnings EOY587268RetainedEarningsEOY
Total Net Assets BOY578233TotalNetAssetsBOY
Total Net Assets EOY587268TotalNetAssetsEOY
Total Liabilities Net Assets BOY578233TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY587268TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY578233TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses9035ExcessOfRevenueOverExpenses
Subtotal587268Subtotal
Total Net Assets Fund Balances EOY587268TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo

FieldValueIRS element (for citing)
Description Of AssetPublicly-traded SecuritiesDescriptionOfAsset
Gross Sales Price59088GrossSalesPrice
Cost Or Other Basis52490CostOrOtherBasis
Gain Or Loss6598GainOrLoss
Gains Minus Excess Or Losses6598GainsMinusExcessOrLosses
FieldValueIRS element (for citing)
Capital Gain Net Income6598CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year111475QualifyingDistributionsYear1
Noncharitable Assets Year1591076NoncharitableAssetsYear1
Distribution Ratio Year1000.019414DistributionRatioYear1
Qualifying Distributions Year217424QualifyingDistributionsYear2
Noncharitable Assets Year2583922NoncharitableAssetsYear2
Distribution Ratio Year2000.029840DistributionRatioYear2
Qualifying Distributions Year38808QualifyingDistributionsYear3
Noncharitable Assets Year3510651NoncharitableAssetsYear3
Distribution Ratio Year3000.017249DistributionRatioYear3
Qualifying Distributions Year435505QualifyingDistributionsYear4
Noncharitable Assets Year4721712NoncharitableAssetsYear4
Distribution Ratio Year4000.049196DistributionRatioYear4
Qualifying Distributions Year553208QualifyingDistributionsYear5
Noncharitable Assets Year5921294NoncharitableAssetsYear5
Distribution Ratio Year5000.057754DistributionRatioYear5
Total Distribution Ratio000.173453TotalDistributionRatio
Average Distribution Ratio000.034691AverageDistributionRatio
Net Noncharitable Assets605200NetNoncharitableAssets
Adjusted Noncharitable Assets20995AdjustedNoncharitableAssets
One Percent Net Investment Income229OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One21224AdjNonchrtblAssetsAndOnePct
Qualifying Distributions13858QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax459InvestmentIncomeExciseTax
Subtotal459Subtotal
Tax Based On Investment Income459TaxBasedOnInvestmentIncome
Tax Due459TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8008391754BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Uncorrected Prior ActsfalseUncorrectedPriorActs
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensation
Andrew Vineyard
1281 Queens Island CourtJacksonvilleFL32225Trustee001.000
Grace Vineyard
1281 Queens Island CourtJacksonvilleFL32225Pres / Trustee001.000
Mark Vineyard
1281 Queens Island CourtJacksonvilleFL32225Trustee001.000
Scott Vineyard
1281 Queens Island CourtJacksonvilleFL32225Trustee001.000
William R Vineyard
1281 Queens Island CourtJacksonvilleFL32225Sec / Trustee001.000

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities530780AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances83636AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets614416TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets614416AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable9216CashDeemedCharitable
Net Noncharitable Assets605200NetNoncharitableAssets
Minimum Investment Return30260MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return30260MinimumInvestmentReturn
Tax Based On Investment Income459TaxBasedOnInvestmentIncome
Total Tax459TotalTax
Distributable Amount Before Adj29801DistributableAmountBeforeAdj
Distributable Amount Before Ded29801DistributableAmountBeforeDed
Distributable Amount As Adjusted29801DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions13858ExpensesAndContributions
Qualifying Distributions13858QualifyingDistributions
Adj Qualifying Distributions13858AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted29801DistributableAmountAsAdjusted
Undistributed Income Prior Year12601UndistributedIncomePriorYear
Qualifying Distributions13858QualifyingDistributions
Applied To Year112601AppliedToYear1
Applied To Current Year1257AppliedToCurrentYear
Undistributed Income CY28544UndistributedIncomeCY

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerGrace VineyardContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (7 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ASSOC OF GRADUATES OF US MILITARY ACAD
698 MILLS RD HERBERT HALLWEST POINTNY10996N/A509a1Class of 1964 Gift Fund$1,000
FLINT HILL ELEMENTARY SCHOOL
2444 FLINT HILL RDVIENNAVA22181N/A509a1Music, Art, and Reading Program$2,500
SEQUOYA ASSOC OF PARENTS &TEACHERS INC
11808 N 64TH STSCOTTSDALEAZ85254N/A509a2Additional Tablets for Sequoyas Media Room$1,200
SUGARLOAF ELEMENTARY
2270 SUGARLOAF RDHENDERSONVILLENC28792N/A509a1General Unrestricted$1,000
THE UNIVERSITY OF NORTH FLORIDA FDN
1 UNF DR BLDG 53 STE 2900JACKSONVILLEFL32224N/A509a1Military and Veterans Resource Center$500
VAGABOND SCHOOL OF THE DRAMA INC
PO BOX 310FLAT ROCKNC28731N/A509a1General Unrestricted$500
WEST POINT SOCIETY OF THE PIEDMONT
3620 GAINSBORO DRGREENSBORONC27410N/A509a2For Military Appreciation Day and Tailgate$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year6800TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$80ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$18,206ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$6,598ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$24,884ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA24884TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset

FieldValueIRS element (for citing)
NamePublicly-traded SecuritiesName
Gross Sales Price59088GrossSalesPrice
Basis52490Basis
Total Net6598TotalNet

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (7 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
6526 shares of BLACKROCK HIGH YIELD BOND INSTITUTIONAL CLASS5019852799
3483 shares of FPA CRESCENT PORTFOLIO97937102021
8990 shares of LEGG MASON BW GLOBAL OP BD-A101542105987
9800 shares of METROPOLITAN WEST RETURN BOND FUND CLASS I102110106720
4871 shares of PIMCO FUNDS PACIFIC INVESTMENT MANAGEMENT5209553927
6452 shares of PIMCO INCOME FUND P CLASS7703379741
9323 shares of PIMCO TOTAL RETURN FUND102445104787

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionAdministrative FeesDescription
Revenue And Expenses Per Books7058RevenueAndExpensesPerBooks
Disbursements Charitable Prps7058DisbursementsCharitablePrps

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategory
Amount$1,952Amount
Net Investment Income1952NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryExcise Tax for 2011Category
Amount$39Amount

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