ROBERT K AND A JOYCE JONES FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K AND A JOYCE JONES FOUNDATION INC (EIN 22-2779738)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349102105
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T14:57:45-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MAMARONECK AVENUE SUITE 301 | AddressLine1 |
| City | HARRISON | City |
| State | NY | State |
| ZIP Code | 10528 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222779738 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT K & AJOYCE JONES FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROBE | NameControl |
| Phone | 8022971329 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 492 | AddressLine1 |
| City | BONDVILLE | City |
| State | VT | State |
| ZIP Code | 05340 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT K JONES | Name |
| Title | DIRECTOR | Title |
| Phone | 8022971329 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH R BODAN TAX PARTNER | Name |
| PTIN | P00365043 | PTIN |
| Phone | 9143818900 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1562349 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16647 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16647 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 13593 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13593 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 16466 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 664312 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 16466 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 46706 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46706 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3375 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1688 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1687 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2500 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2500 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5875 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4188 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1687 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 48500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 48500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 54375 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4188 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 50187 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7669 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42518 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investments Other BOY | 1547239 | InvestmentsOtherBOY |
| Investments Other EOY | 1539570 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1562349 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1547239 | TotalAssetsBOY |
| Total Assets EOY | 1539570 | TotalAssetsEOY |
| Total Assets EOYFMV | 1562349 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 1547239 | RetainedEarningsBOY |
| Retained Earnings EOY | 1539570 | RetainedEarningsEOY |
| Total Net Assets BOY | 1547239 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1539570 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1547239 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1539570 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1547239 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7669 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1539570 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1539570 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| EUROPEAN INVESTMENT BANK MTN 7.0% | P | 2012-01-24 | 209900 | 190498 | 19402 | 19402 |
| GOLDMAN SACHS EQUITY DIV & PREM FUND | P | 2012-02-24 | 429156 | 457348 | -28192 | -28192 |
| CAPITAL GAINS DIVIDENDS | P | 25256 | 25256 | 25256 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 16466 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 55378 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1570393 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.035264 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45700 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1460112 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.031299 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 54525 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1298602 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041987 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 68766 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1551791 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044314 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 63950 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1684205 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.037970 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.190834 | TotalDistributionRatio |
| Average Distribution Ratio | 0.038167 | AverageDistributionRatio |
| Net Noncharitable Assets | 1549168 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 59127 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 425 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 59552 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 50187 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 850 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 850 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 850 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 136 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 136 | TotalCreditsAndPayments |
| Penalty For Underpayment | 15 | PenaltyForUnderpayment |
| Tax Due | 729 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROBERT K JONES | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8022971329 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 WEST ROUND ROAD | AddressLine1 |
| City | BONDVILLE | City |
| State | VT | State |
| ZIP Code | 05340 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 1 | UndistributedIncomePriorYears |
| Undistributed Income Prior Year1 | 2011 | UndistributedIncomePriorYear1 |
| Undistr Income4942a2 Not Applied | 1 | UndistrIncome4942a2NotApplied |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT K JONES | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| A JOYCE JONES | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| GAIL KOEHN | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| TIMOTHY E JONES | ||||||||
| PO BOX 492 | BONDVILLE | VT | 05340 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1572759 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1572759 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1572759 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 23591 | CashDeemedCharitable |
| Net Noncharitable Assets | 1549168 | NetNoncharitableAssets |
| Minimum Investment Return | 77458 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 77458 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 850 | TaxBasedOnInvestmentIncome |
| Total Tax | 850 | TotalTax |
| Distributable Amount Before Adj | 76608 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 76608 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 76608 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 50187 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 50187 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 50187 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 76608 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 60867 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 50187 | QualifyingDistributions |
| Applied To Year1 | 50187 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 0 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 10680 | TaxableAmount2 |
| Undistributed Income CY | 76608 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $6,000 |
| BOYS & GIRLS CLUB OF METRO DENVER | |||||||
| 2017 WEST 9TH AVE | DENVER | CO | 80204 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| CARLOS OTIS STRATTON MTN CLINIC | |||||||
| PO BOX 617 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| APPALACIAN TRAIL CONSERVANCY | |||||||
| 4 EAST 1ST STREET | BOILING SPRINGS | PA | 17007 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| CATAMOUNT TRAIL ASSOCIATION | |||||||
| 1 MILL STREET 350 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10117 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $3,000 |
| GRACE COTTAGE HOSPITAL | |||||||
| 74 GRAFTON ROAD | TOWNSHEND | VT | 05353 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| COLORADO ACADEMY | |||||||
| 3800 SOUTH PIERCE ST | DENVER | CO | 80235 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT | $1,000 |
| CORNELL LAB OF ORINTHOLOGY | |||||||
| 159 SAPSUCKER WOODS RD | ITHACA | NY | 14850 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| MERCK FOREST & FARMLAND CTR | |||||||
| PO BOX 86 | RUPERT | VT | 05768 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| MOUNTAIN SCHOOL OF WINHALL | |||||||
| 9 SCHOOL STREET | BONDVILLE | VT | 05340 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,500 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| PO BOX 310 | LONDONDERRY | VT | 05148 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| GREEN MOUNTAIN ACADEMY | |||||||
| 331 BENEDICT ROAD | EAST DORSET | VT | 05253 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| PLANNED PARENTHOOD FOUNDATION | |||||||
| 810 SEVENTH AVE SUITE 1200 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT | $6,000 |
| SECOND CHANCE ANIMAL | |||||||
| PO BOX 620 | SHAFTSBURY | VT | 05262 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| FRIEDMAN CENTER FOR CHOICE | |||||||
| ONE AMERICAN SQUARE STE 2420 | INDANAPOLIS | IN | 46282 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| SPECIAL OLYMPICS | |||||||
| 410 17TH STREET | DENVER | CO | 80202 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| THE GUIDE DOG FOUNDATION | |||||||
| 371 EAST JERICO TURNPIKE | SMITHTOWN | NY | 11787 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $6,000 |
| THE NATIONAL NEUROFIBROMATOSIS FOUNDATION | |||||||
| 95 PINE STREET | NEW YORK | NY | 10005 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $8,000 |
| VERMONT CENTER FOR ECOSTUDIES | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| NORTH SUBURBAN SPECIAL OLYMPICS | |||||||
| 1008 WOODVIEW | GRAFTON | WI | 53024 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| STRATTON MOUNTAIN VOLUNTEER FIRE DEPT | |||||||
| 5 BRAXERS WAY | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| SOUTHERN VERMONT COMMUNITY ACTIONS | |||||||
| 91 BUCK DRIVE | WESTMINSTER | VT | 05158 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| THE COLLABORATIVE | |||||||
| 91 VT ROUTE 11 | LONDONDERRY | VT | 05148 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| HILDENE | |||||||
| 1007 HILDENE RD | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| THE CHAPEL OF THE SNOWS | |||||||
| PO BOX 18 | MANCHESTER | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| SOUTHERN VERMONT HEALTH CARE | |||||||
| 100 HOSPITAL DRIVE | BENNINGTON | VT | 05201 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| WINHALL FIRE DEPT | |||||||
| ROUTE 30 | BONDVILLE | VT | 05340 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 48500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,647 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,593 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $16,466 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,706 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46706 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,375 | Amount |
| Net Investment Income | 1688 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1687 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GOLDMAN SACHS MONEY MARKET | FMV | 634515 | 634515 |
| AUSTRALIAN DOLLAR ACCOUNT | FMV | 232277 | 229679 |
| TURKISH DOLLAR ACCOUNT | FMV | 1035 | 912 |
| EUROPEAN INVESTMENT BANK | FMV | 0 | 0 |
| NOWEGIAN DOLLAR ACCOUNT | FMV | 193806 | 193738 |
| GS INTNL EQUITY DIV & PREMIUM FUND | FMV | 0 | 0 |
| GS US EQUITY DIV & PREMIUM FUND | FMV | 477937 | 503505 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 2500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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