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

FieldValueIRS element (for citing)
Timestamp2013-05-15T14:57:45-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1O'CONNOR DAVIES MUNNS & DOBBINS LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1500 MAMARONECK AVENUE SUITE 301AddressLine1
CityHARRISONCity
StateNYState
ZIP Code10528ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN222779738EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ROBERT K & AJOYCE JONES FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlROBENameControl
Phone8022971329Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 492AddressLine1
CityBONDVILLECity
StateVTState
ZIP Code05340ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameROBERT K JONESName
TitleDIRECTORTitle
Phone8022971329Phone
Date Signed2013-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH R BODAN TAX PARTNERName
PTINP00365043PTIN
Phone9143818900Phone
Date Prepared2013-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1562349FMVAssetsEOY
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 Expnss16647InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm16647InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss13593DividendsRevAndExpnss
Dividends Net Invst Incm13593DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss16466NetGainSaleAssetsRevAndExpnss
Gross Sales Price664312GrossSalesPrice
Capital Gain Net Incm Net Invst Incm16466CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses46706TotalRevenueAndExpenses
Total Net Investment Income46706TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3375AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1688AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps1687AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss2500TaxesRevAndExpnss
Taxes Net Invst Incm2500TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss5875TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm4188TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1687TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss48500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps48500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss54375TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm4188TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps50187TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-7669ExcessOfRevenueOverExpenses
Net Investment Income42518NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Investments Other BOY1547239InvestmentsOtherBOY
Investments Other EOY1539570InvestmentsOtherEOY
Investments Other EOYFMV1562349InvestmentsOtherEOYFMV
Total Assets BOY1547239TotalAssetsBOY
Total Assets EOY1539570TotalAssetsEOY
Total Assets EOYFMV1562349TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1547239RetainedEarningsBOY
Retained Earnings EOY1539570RetainedEarningsEOY
Total Net Assets BOY1547239TotalNetAssetsBOY
Total Net Assets EOY1539570TotalNetAssetsEOY
Total Liabilities Net Assets BOY1547239TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1539570TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1547239TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-7669ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1539570Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1539570TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
EUROPEAN INVESTMENT BANK MTN 7.0%P2012-01-242099001904981940219402
GOLDMAN SACHS EQUITY DIV & PREM FUNDP2012-02-24429156457348-28192-28192
CAPITAL GAINS DIVIDENDSP252562525625256
FieldValueIRS element (for citing)
Capital Gain Net Income16466CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year155378QualifyingDistributionsYear1
Noncharitable Assets Year11570393NoncharitableAssetsYear1
Distribution Ratio Year10.035264DistributionRatioYear1
Qualifying Distributions Year245700QualifyingDistributionsYear2
Noncharitable Assets Year21460112NoncharitableAssetsYear2
Distribution Ratio Year20.031299DistributionRatioYear2
Qualifying Distributions Year354525QualifyingDistributionsYear3
Noncharitable Assets Year31298602NoncharitableAssetsYear3
Distribution Ratio Year30.041987DistributionRatioYear3
Qualifying Distributions Year468766QualifyingDistributionsYear4
Noncharitable Assets Year41551791NoncharitableAssetsYear4
Distribution Ratio Year40.044314DistributionRatioYear4
Qualifying Distributions Year563950QualifyingDistributionsYear5
Noncharitable Assets Year51684205NoncharitableAssetsYear5
Distribution Ratio Year50.037970DistributionRatioYear5
Total Distribution Ratio0.190834TotalDistributionRatio
Average Distribution Ratio0.038167AverageDistributionRatio
Net Noncharitable Assets1549168NetNoncharitableAssets
Adjusted Noncharitable Assets59127AdjustedNoncharitableAssets
One Percent Net Investment Income425OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One59552AdjNonchrtblAssetsAndOnePct
Qualifying Distributions50187QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax850InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal850Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income850TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment136EstTaxPaymentsAndOverpayment
Total Credits And Payments136TotalCreditsAndPayments
Penalty For Underpayment15PenaltyForUnderpayment
Tax Due729TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCTStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameROBERT K JONESBooksInCareOfPersonName
Books In Care Of Phone Number8022971329BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line18 WEST ROUND ROADAddressLine1
CityBONDVILLECity
StateVTState
ZIP Code05340ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years1UndistributedIncomePriorYears
Undistributed Income Prior Year12011UndistributedIncomePriorYear1
Undistr Income4942a2 Not Applied1UndistrIncome4942a2NotApplied
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT K JONES
PO BOX 492BONDVILLEVT05340DIRECTOR1.00000
A JOYCE JONES
PO BOX 492BONDVILLEVT05340DIRECTOR1.00000
GAIL KOEHN
PO BOX 492BONDVILLEVT05340DIRECTOR1.00000
TIMOTHY E JONES
PO BOX 492BONDVILLEVT05340DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1572759AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1572759TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1572759AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable23591CashDeemedCharitable
Net Noncharitable Assets1549168NetNoncharitableAssets
Minimum Investment Return77458MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return77458MinimumInvestmentReturn
Tax Based On Investment Income850TaxBasedOnInvestmentIncome
Total Tax850TotalTax
Distributable Amount Before Adj76608DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded76608DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted76608DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions50187ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions50187QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions50187AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted76608DistributableAmountAsAdjusted
Undistributed Income Prior Year60867UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions50187QualifyingDistributions
Applied To Year150187AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year0AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount210680TaxableAmount2
Undistributed Income CY76608UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AMERICAN INDIAN COLLEGE FUND
8333 GREENWOOD BLVDDENVERCO80221NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$6,000
BOYS & GIRLS CLUB OF METRO DENVER
2017 WEST 9TH AVEDENVERCO80204NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
CARLOS OTIS STRATTON MTN CLINIC
PO BOX 617STRATTON MOUNTAINVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
APPALACIAN TRAIL CONSERVANCY
4 EAST 1ST STREETBOILING SPRINGSPA17007NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$200
CATAMOUNT TRAIL ASSOCIATION
1 MILL STREET 350BURLINGTONVT05401NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
FRESH AIR FUND
633 THIRD AVENEW YORKNY10117NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$3,000
GRACE COTTAGE HOSPITAL
74 GRAFTON ROADTOWNSHENDVT05353NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
COLORADO ACADEMY
3800 SOUTH PIERCE STDENVERCO80235NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT$1,000
CORNELL LAB OF ORINTHOLOGY
159 SAPSUCKER WOODS RDITHACANY14850NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$200
MERCK FOREST & FARMLAND CTR
PO BOX 86RUPERTVT05768NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
MOUNTAIN SCHOOL OF WINHALL
9 SCHOOL STREETBONDVILLEVT05340NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,500
MOUNTAIN VALLEY MEDICAL CLINIC
PO BOX 310LONDONDERRYVT05148NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
GREEN MOUNTAIN ACADEMY
331 BENEDICT ROADEAST DORSETVT05253NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$200
PLANNED PARENTHOOD FOUNDATION
810 SEVENTH AVE SUITE 1200NEW YORKNY10019NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATIONTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZAT$6,000
SECOND CHANCE ANIMAL
PO BOX 620SHAFTSBURYVT05262NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
FRIEDMAN CENTER FOR CHOICE
ONE AMERICAN SQUARE STE 2420INDANAPOLISIN46282NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
SPECIAL OLYMPICS
410 17TH STREETDENVERCO80202NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
THE GUIDE DOG FOUNDATION
371 EAST JERICO TURNPIKESMITHTOWNNY11787NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$6,000
THE NATIONAL NEUROFIBROMATOSIS FOUNDATION
95 PINE STREETNEW YORKNY10005NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$8,000
VERMONT CENTER FOR ECOSTUDIES
PO BOX 420NORWICHVT05055NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
NORTH SUBURBAN SPECIAL OLYMPICS
1008 WOODVIEWGRAFTONWI53024NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$2,000
STRATTON MOUNTAIN VOLUNTEER FIRE DEPT
5 BRAXERS WAYSTRATTON MOUNTAINVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
SOUTHERN VERMONT COMMUNITY ACTIONS
91 BUCK DRIVEWESTMINSTERVT05158NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
THE COLLABORATIVE
91 VT ROUTE 11LONDONDERRYVT05148NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$1,000
HILDENE
1007 HILDENE RDMANCHESTERVT05254NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
THE CHAPEL OF THE SNOWS
PO BOX 18MANCHESTERVT05155NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$200
SOUTHERN VERMONT HEALTH CARE
100 HOSPITAL DRIVEBENNINGTONVT05201NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$500
WINHALL FIRE DEPT
ROUTE 30BONDVILLEVT05340NONEPUBLIC CHARITYTO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION$200
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year48500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$16,647ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$13,593ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$16,466ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$46,706ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA46706TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$3,375Amount
Net Investment Income1688NetInvestmentIncome
Disbursements Charitable Prps1687DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (7 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
GOLDMAN SACHS MONEY MARKETFMV634515634515
AUSTRALIAN DOLLAR ACCOUNTFMV232277229679
TURKISH DOLLAR ACCOUNTFMV1035912
EUROPEAN INVESTMENT BANKFMV00
NOWEGIAN DOLLAR ACCOUNTFMV193806193738
GS INTNL EQUITY DIV & PREMIUM FUNDFMV00
GS US EQUITY DIV & PREMIUM FUNDFMV477937503505

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategory
Amount$2,500Amount
Net Investment Income2500NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.