Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-13
IRS object ID: 201322259349100442
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
Form 990-PF
Accounting Fees Schedule
Compensation Explanation
Gain Loss Sale Other Assets Sch
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-08-13T16:20:29-05:00	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	COMPUCOUNT INC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	133468798	EIN

Name Name

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)
Name Control	ADAB	NameControl
Phone	8027289947	Phone

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

Officer Officer

Field	Value	IRS element (for citing)
Name	CARL BRANDON	Name
Title	PRESIDENT	Title
Phone	8027289947	Phone
Date Signed	2013-08-05	DateSigned

Preparer Preparer

Field	Value	IRS element (for citing)
Name	GEORGE R GRAY CPA	Name
Phone	8027284461	Phone
Date Prepared	2013-08-02	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	110119	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	229	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	229	InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm	229	InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss	2006	DividendsRevAndExpnss
Dividends Net Invst Incm	2006	DividendsNetInvstIncm
Dividends Adj Net Incm	2006	DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss	2751	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	36780	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	38	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	4986	TotalRevenueAndExpenses
Total Net Investment Income	2273	TotalNetInvestmentIncome
Total Adjusted Net Income	2235	TotalAdjustedNetIncome
Legal Fees Rev And Expnss	180	LegalFeesRevAndExpnss
Accounting Fees Rev And Expnss	1512	AccountingFeesRevAndExpnss
Other Prof Fees Rev And Expnss	1194	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	1194	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	101	TaxesRevAndExpnss
Other Expenses Rev And Expnss	115	OtherExpensesRevAndExpnss
Tot Opr Expenses Rev And Expnss	3102	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	1194	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	14904	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	14904	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	18006	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	1194	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	14904	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-13020	ExcessOfRevenueOverExpenses
Net Investment Income	1079	NetInvestmentIncome
Adjusted Net Income	2235	AdjustedNetIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	30632	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	21328	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	21328	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	64386	InvestmentsCorpStockBOY
Investments Corp Stock EOY	70670	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	79885	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	19000	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	9000	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	8906	InvestmentsCorpBondsEOYFMV
Total Assets BOY	114018	TotalAssetsBOY
Total Assets EOY	100998	TotalAssetsEOY
Total Assets EOYFMV	110119	TotalAssetsEOYFMV
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	114018	UnrestrictedBOY
Unrestricted EOY	100998	UnrestrictedEOY
Total Net Assets BOY	114018	TotalNetAssetsBOY
Total Net Assets EOY	100998	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	114018	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	100998	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	114018	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-13020	ExcessOfRevenueOverExpenses
Subtotal	100998	Subtotal
Total Net Assets Fund Balances EOY	100998	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	38	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	13979	QualifyingDistributionsYear1
Noncharitable Assets Year1	20961	NoncharitableAssetsYear1
Distribution Ratio Year1	0.666905	DistributionRatioYear1
Qualifying Distributions Year2	13750	QualifyingDistributionsYear2
Noncharitable Assets Year2	23038	NoncharitableAssetsYear2
Distribution Ratio Year2	0.596840	DistributionRatioYear2
Qualifying Distributions Year3	16928	QualifyingDistributionsYear3
Noncharitable Assets Year3	23748	NoncharitableAssetsYear3
Distribution Ratio Year3	0.712818	DistributionRatioYear3
Qualifying Distributions Year4	21020	QualifyingDistributionsYear4
Noncharitable Assets Year4	154386	NoncharitableAssetsYear4
Distribution Ratio Year4	0.136152	DistributionRatioYear4
Qualifying Distributions Year5	47128	QualifyingDistributionsYear5
Total Distribution Ratio	2.112715	TotalDistributionRatio
Average Distribution Ratio	0.528179	AverageDistributionRatio
Net Noncharitable Assets	18804	NetNoncharitableAssets
Adjusted Noncharitable Assets	9932	AdjustedNoncharitableAssets
One Percent Net Investment Income	11	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	9943	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	14904	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	11	InvestmentIncomeExciseTax
Subtotal	11	Subtotal
Tax Based On Investment Income	11	TaxBasedOnInvestmentIncome
Tax Due	11	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	DE	StatesFiledWith
States Filed With	NY	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress
Books In Care Of Person Name	CARL BRANDON	BooksInCareOfPersonName
Books In Care Of Phone Number	8027289947	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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 Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 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
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 Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Description1	N/A	Description1

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	14760	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	4330	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	19090	TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets	19090	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	286	CashDeemedCharitable
Net Noncharitable Assets	18804	NetNoncharitableAssets
Minimum Investment Return	940	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	940	MinimumInvestmentReturn
Tax Based On Investment Income	11	TaxBasedOnInvestmentIncome
Total Tax	11	TotalTax
Distributable Amount Before Adj	929	DistributableAmountBeforeAdj
Distributable Amount Before Ded	929	DistributableAmountBeforeDed
Distributable Amount As Adjusted	929	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	14904	ExpensesAndContributions
Qualifying Distributions	14904	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	11	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	14893	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	929	DistributableAmountAsAdjusted
Excess Distri Carryover Year5	47192	ExcessDistriCarryoverYear5
Excess Distri Carryover Year4	13373	ExcessDistriCarryoverYear4
Excess Distri Carryover Year3	15775	ExcessDistriCarryoverYear3
Excess Distri Carryover Year2	12616	ExcessDistriCarryoverYear2
Excess Distri Carryover Year1	12955	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	101911	TotalExcessDistriCarryover
Qualifying Distributions	14904	QualifyingDistributions
Applied To Current Year	929	AppliedToCurrentYear
Remaining Distri From Corpus	13975	RemainingDistriFromCorpus
Total Corpus	115886	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov From Year5	47192	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	68694	ExcessDistriCyovToNextYear
Excess From Year4	13373	ExcessFromYear4
Excess From Year3	15775	ExcessFromYear3
Excess From Year2	12616	ExcessFromYear2
Excess From Year1	12955	ExcessFromYear1
Excess From Current Year	13975	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManager
Shareholder Manager	NONE	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	CARL BRANDON	RecipientName

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 Number	8027289947	RecipientPhoneNumber
Form And Info And Materials	WRITTEN, WITH COMPLETE INFORMATION AS TO PURPOSE OF REQUEST	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	NONE	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)

Address Line1RecipientUSAddress/AddressLine1	Address Line2RecipientUSAddress/AddressLine2	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
AMERICAN RED CROSS
29 MANSFIELD AVENUE	29 MANSFIELD AVENUE	BURLINGTON	VT	05401	PUBLIC	GENERAL DONATION	$50
AMERICANS UNITED
1301 K STREET NW STE 850	1301 K STREET NW STE 850	WASHINGTON	DC	20005	PUBLIC	GENERAL DONATION	$40
BALT ORIOLES FIELD OF DREAMS
N A	N A	BALTIMORE	MD	21201	PUBLIC	GENERAL DONATION	$500
BOYS GIRLS CLUB WHITE RIVER JCT
19 S PLEASANT ST	19 S PLEASANT ST	RANDOLPH	VT	05060	PUBLIC	GENERAL DONATION	$50
CANONICAL LIMITED
10 MAGUIRE ROAD	10 MAGUIRE ROAD	LEXINGTON	MA	02421	PUBLIC	GENERAL DONATION	$16
CENTRAL VT CHAMBER MUSIC FESTIVAL
202 MADISON AVE	202 MADISON AVE	CRESSKILL	NJ	07626	PUBLIC	GENERAL DONATION	$250
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	$100
CONGREGATION SHIR SHALOM
PO BO 526	PO BOX 526	WOODSTOCK	VT	05091	PUBLIC	GENERAL DONATION	$75
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
HUMAN RIGHTS CAMPAIGN
1640 RHODE ISLAND AVE NW	1640 RHODE ISLAND AVE NW	WASHINGTON	DC	20036	PUBLIC	GENERAL DONATION	$75
INST FOR AMERICA'S FUTURE
1825 K ST NW STE 400	1825 K ST NW STE 400	WASHINGTON	DC	20006	PUBLIC	GENERAL DONATION	$500
JOSYLN HOUSE
16 MAPLE STREET	16 MAPLE STREET	RANDOLPH	VT	05060	PUBLIC	GENERAL DONATION	$100
KIMBALL LIBRARY
67 N MAIN STREET	67 N MAIN STREET	RANDOLPH	VT	05060	PUBLIC	GENERAL DONATION	$50
LEADERSHIP CONFERENCE CIVIL RIGHTS
1629 K STREET NW 10TH FLR	1629 K STREET NW 10TH FLR	WASHINGTON	DC	20006	PUBLIC	GENERAL DONATION	$400
METRO MUSEUM OF ART
1000 5TH AVENUE	1000 5TH AVENUE	NEW YORK	NY	10028	PUBLIC	GENERAL DONATION	$60
METROPOLITAN OPERA GUILD
79 LINCOLN CENTER PLAZA	79 LINCOLN CENTER PLAZA	NEW YORK	NY	10023	PUBLIC	GENERAL DONATION	$150
MICHIGAN STATE UNIVERSITY
426 AUDITORIUM ROAD	426 AUDITORIUM ROAD	EAST LANSING	MI	48824	PUBLIC	GENERAL DONATION	$150
MIDWEST ACADEMY
27 E MONROE 11TH FLOOR	27 E MONROE 11TH FLOOR	CHICAGO	IL	60603	PUBLIC	GENERAL DONATION	$600
MONTSHIRE MUSEUM
ONE MONTSHIRE ROAD	ONE MONTSHIRE ROAD	NORWICH	VT	05055	PUBLIC	GENERAL DONATION	$200
MUSEUM OF MATHEMATICS
11 E 26TH STREET	11 E 26TH STREET	NEW YORK	NY	10010	PUBLIC	GENERAL DONATION	$99
MUSEUM OF SCIENCE
1 SCIENCE PARK	1 SCIENCE PARK	BOSTON	MA	02114	PUBLIC	GENERAL DONATION	$155
NTNL COALITION BLACK CIVIC PARTICIP
1050 CONNECTICUT AVE	1050 CONNECTICUT AVE	WASHINGTON	DC	20036	PUBLIC	GENERAL DONATION	$150
NEW YORK CITY BALLET
20 LINCOLN CENTER	20 LINCOLN CENTER	NEW YORK	NY	10023	PUBLIC	GENERAL DONATION	$225
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	$6,260
PUBLIC KNOWLEDGE
1818 N STREET NW STE 410	1818 N STREET NW STE 410	WASHINGTON	DC	20036	PUBLIC	GENERAL DONATION	$100
RADIO AMATEUR SATELLITE
1324 FAIRGROUNDS RD	1324 FAIRGROUNDS ROAD	XENIA	OH	45385	PUBLIC	GENERAL DONATION	$120
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	$185
ROSEDALE CONSERVANCY
3518 NEWARK ST NW	3518 NEWARK ST NW	WASHINGTON	DC	20016	PUBLIC	GENERAL DONATION	$500
SLOW FOOD USA
68 SUMMIT STREET 2B	68 SUMMIT STREET 2B	BROOKLYN	NY	11231	PUBLIC	GENERAL DONATION	$75
THE ARTS BUS
67 MAIN STREET	67 MAIN STREET	RANDOLPH	VT	05060	PUBLIC	GENERAL DONATION	$50
U S STUDENT ASSOCIATION
1211 CONNECTICUT AVE NW	1211 CONNECTICUT AVE NW	WASHINGTON	DC	20036	PUBLIC	GENERAL DONATION	$250
UNION OF CONCERNED SCIENTISTS
TWO BRATTLE SQ	TWO BRATTLE SQ	CAMBRIDGE	MA	02138	PUBLIC	GENERAL DONATION	$160
VERMONT PHILHARMONIC
P O BOX 425	P O BOX 425	MONTPELIER	VT	05601	PUBLIC	GENERAL DONATION	$100
VERMONT PUBLIC TELEVISION
204 ETHAN ALLEN AVE	204 ETHAN ALLEN AVE	COLCHESTER	VT	05446	PUBLIC	GENERAL DONATION	$75
VERMONT SYMPHONY ORCHESTRA
2 CHURCH ST STE 3B	2 CHURCH ST STE 3B	BURLINGTON	VT	05401	PUBLIC	GENERAL DONATION	$1,085
VERMONT TECHNICAL COLLEGE
P O BOX 500	P O BOX 500	RANDOLPH CENTER	VT	05061	PUBLIC	GENERAL DONATION	$1,000
VISITING NURSE ASSOCIATION
66 BENNING ST STE 6	66 BENNING ST STE 6	WEST LEBANON	NH	03784	PUBLIC	GENERAL DONATION	$125
VT INSTITUTE OF NATURAL SCIENCE
6565 E WOODSTOCK RD	6565 E WOODSTOCK RD	QUECHEE	VT	05059	PUBLIC	GENERAL DONATION	$99
VT LONGTERM DISASTER RECOVERY
P O BOX 843	P O BOX 843	MONTPELIER	VT	05601	PUBLIC	GENERAL DONATION	$100
WHITE RIVER CRAFT CENTER
50 RANDOLPH AVENUE	50 RANDOLPH AVENUE	RANDOLPH	VT	05060	PUBLIC	GENERAL DONATION	$50
PRIOR YEAR CONTRIBUTIONS - VOIDED
N A	N A	RANDOLPH CENTER	VT	05061	N A	N A	-$1,375

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	14904	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	229	RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	2006	RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	2751	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	4986	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	4986	TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumber	Relationship StatementRelationshipStatement
3	THE INCOME HELPS FUND THE OPERATIONAL EXPENSES OF THE
4	FOUNDATION WHICH EXISTS TO CONTRIBUTE TO VARIOUS CHARITIES

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	TAX PREPARATION	Category
Amount	$1,512	Amount

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

CARL BRANDON
ROBERT BRANDON

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (18 entries)

NameName	Date AcquiredDateAcquired	How AcquiredHowAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	BasisBasis	Total NetTotalNet
INDUSTRIAL SPDR	2011-04	PURCHASE	2012-12	2091	2158	-67
ISHARES BRAZIL INDEX	2010-06	PURCHASE	2012-12	1295	1650	-355
ISHARES BRAZIL INDEX	2011-01	PURCHASE	2012-12	570	834	-264
ISHARES CORE S&P TOTAL	2008-12	PURCHASE	2012-12	2565	1579	986
ISHARES S&P US PREFERRED	2010-11	PURCHASE	2012-12	1891	1881	10
MIDCAP 400 SPDR	2006-02	PURCHASE	2012-12	1082	840	242
UTILITIES SPDR	2010-03	PURCHASE	2012-12	1884	1619	265
ISHARES HIGH YIELD CORPORATE	2012-06	PURCHASE	2012-11	1175	1159	16
HEALTH CARE SELECT SPDR	2005-07	PURCHASE	2012-08	1076	883	193
HEALTH CARE SELECT SPDR	2010-09	PURCHASE	2012-08	961	732	229
ISHARES MSCI EMERG MKTS	2010-06	PURCHASE	2012-08	963	987	-24
CONSUMER STAPLES SELECT SPDR	2008-10	PURCHASE	2012-03	596	411	185
HEALTH CARE SELECT SPDR	2005-07	PURCHASE	2012-03	797	694	103
ISHARES S&P 1500 INDEX	2008-12	PURCHASE	2012-03	1756	1105	651
POWERSHARES QQQ	2006-01	PURCHASE	2012-03	1303	867	436
UTILITIES SPDR	2010-03	PURCHASE	2012-03	737	630	107
INTERNATIONAL BANK	2010-07	PURCHASE	2012-01	6000	6000
CITIBANK	2009-12	PURCHASE	2012-01	10000	10000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
CITIBANK NATIONAL ASSOCIATION
INTL BK RECON DEVELOP	6000	5963
TEMPLETON GLOBAL BD FD	3000	2943

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (30 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
ADVISORSHARES TR	1789	1501
AMEX SPDR INDEX CONSUMER STAPLES	1301	1989
AMEX SPDR ENERGY SELECT INDEX	1779	1786
AMEX SPDR INDEX HEALTH CARE SELECT
AMEX SPDR INDUSTRIAL SELECT INDEX
AMEX SPDR UTILITIES SELECT INDEX
GUGGENHEIM ABC	1786	1556
ISHARES CORE S&P TOTAL US ETF	12409	16949
ISHARES IBOXX & INVTOP INVES FD	2918	3630
ISHARES MSCI BRAZIL INDEX FUND
ISHARES MSCI EMERGING MARKETS
ISHARES S&P 1500 INDEX FUND
ISHARES S&P GLBL TELECOMM SE	3680	3945
ISHARES S&P GLBL HEALTHCARE	3229	3290
ISHARES S&P NORTH AMERI NATUR INDEX	3357	3282
ISHARES MSCI EAFE INDEX	1756	1933
ISHARES CORE S&P SMALL CAP ETF	1441	1952
ISHARES BARCLAYS 1-3 YR CREDIT BD	2299	2321
ISHARES US PFD STOCK INDEX	2155	2179
ISHARES MSCI CANADA	3108	2840
ISHARES MSCI FLOATING RATE NOTE	3448	3491
MARKET VECTORS WIDE MOAT ETF	2138	2376
MARKET VECTORS AGRIBUSINESS	1980	2058
MARKET VECTORS PFD SEC EX FIN	1105	1106
POWERSHARES QQQ	3937	4885
PROSHARES VIX SHORT TERM FUTURES	1143	817
SCHWAB SCH US REIT ETF	1118	1134
SPDR INTL GOVT INFL PROT BOND ETF	6784	7942
SPDR S&P MIDCAP 400 ETF TRUST	2659	3528
VANGUARD DIVIDEND APPREC ETF	3351	3395

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$180	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks
EXPENSES
DUES AND MEMBERSHIPS	115

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	INVESTMENT FEES	Category
Amount	$1,194	Amount
Net Investment Income	1194	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategory	AmountAmount
FEDERAL INCOME TAX	$12
NY STATE TAX	$50
FOREIGN DIVIDEND TAX	$39

Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2012

Return header ReturnHeader

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Preparer Firm US Address PreparerFirmUSAddress

Filer Filer

Name Name

US Address USAddress

Officer Officer

Preparer Preparer

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Balance Sheets BalanceSheets

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Capital Gains And Losses CapitalGainsAndLosses

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Statements Regarding Activities StatementsRegardingActivities

Books In Care Of US Address BooksInCareOfUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Distributable DistributableAmount

Qualifying Distributions QualifyingDistributions

Undistributed Income UndistributedIncome

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Recipient US Address RecipientUSAddress

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (46 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Subtotals Part XVIA SubtotalsPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAsset (18 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (30 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

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