Ada Brandon Charitable Foundation Inc: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Ada Brandon Charitable Foundation Inc (EIN 13-3468798)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-10
- IRS object ID
- 201122239349100007
- Schema version
- 2010v3.2
- 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
- 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 | 2011-08-10T15:44:05-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-08-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE R GRAY CPA | Name |
| Phone | 8027284461 | Phone |
| Date Prepared | 2011-08-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 136444 | 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 | 710 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 710 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 710 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1566 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1566 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1566 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -1355 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 42869 | GrossSalesPrice |
| Total Revenue And Expenses | 921 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2276 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 2276 | TotalAdjustedNetIncome |
| Legal Fees Rev And Expnss | 180 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 1440 | AccountingFeesRevAndExpnss |
| Other Prof Fees Rev And Expnss | 1385 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1385 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 17 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 255 | OtherExpensesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 3277 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1385 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 13759 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 13759 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17036 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1385 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 13759 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -16115 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 891 | NetInvestmentIncome |
| Adjusted Net Income | 2276 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 46206 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 23824 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 23824 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 73186 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 75453 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 83772 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 25000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 29000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 28848 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 144392 | TotalAssetsBOY |
| Total Assets EOY | 128277 | TotalAssetsEOY |
| Total Assets EOYFMV | 136444 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 144392 | UnrestrictedBOY |
| Unrestricted EOY | 128277 | UnrestrictedEOY |
| Total Net Assets BOY | 144392 | TotalNetAssetsBOY |
| Total Net Assets EOY | 128277 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 144392 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 128277 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 144392 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -16115 | ExcessOfRevenueOverExpenses |
| Subtotal | 128277 | Subtotal |
| Total Net Assets Fund Balances EOY | 128277 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16928 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23748 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.712818 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 21020 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 154386 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.136152 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 47128 | QualifyingDistributionsYear3 |
| Qualifying Distributions Year4 | 40177 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 257550 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.155997 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 50834 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 287801 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.176629 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.181596 | TotalDistributionRatio |
| Average Distribution Ratio | 0.295399 | AverageDistributionRatio |
| Net Noncharitable Assets | 23038 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6805 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 9 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6814 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 13759 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 9 | InvestmentIncomeExciseTax |
| Subtotal | 9 | Subtotal |
| Tax Based On Investment Income | 9 | TaxBasedOnInvestmentIncome |
| Tax Due | 9 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
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 |
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 | 17553 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5836 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 23389 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 23389 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 351 | CashDeemedCharitable |
| Net Noncharitable Assets | 23038 | NetNoncharitableAssets |
| Minimum Investment Return | 1152 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1152 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 9 | TaxBasedOnInvestmentIncome |
| Total Tax | 9 | TotalTax |
| Distributable Amount Before Adj | 1143 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1143 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1143 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 13759 | ExpensesAndContributions |
| Qualifying Distributions | 13759 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 9 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 13750 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1143 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 36652 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 27397 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 47192 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 13373 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 15775 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 140389 | TotalExcessDistriCarryover |
| Qualifying Distributions | 13759 | QualifyingDistributions |
| Applied To Current Year | 1143 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 12616 | RemainingDistriFromCorpus |
| Total Corpus | 153005 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 36652 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 116353 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 27397 | ExcessFromYear4 |
| Excess From Year3 | 47192 | ExcessFromYear3 |
| Excess From Year2 | 13373 | ExcessFromYear2 |
| Excess From Year1 | 15775 | ExcessFromYear1 |
| Excess From Current Year | 12616 | 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 (41 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALLIANCE FOR JUSTICE | |||||||
| 1611 TELEGRAPH AVE | 1611 TELEGRAPH AVE | OAKLAND | CA | 94612 | PUBLIC | GENERAL DONATION | $250 |
| B612 FOUNDATION | |||||||
| 2440 WEST EL CAMINO REAL | SUITE 300 | MOUNTAIN VIEW | CA | 94040 | PUBLIC | GENERAL DONATION | $25 |
| CTR LOBBYG PUBLIC INTRST | |||||||
| 1612 K STREET NW STE 505 | 1612 K STREET NW STE 505 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $100 |
| CLEVELAND PARK HISTORICAL | |||||||
| PO BOX 4862 | PO BOX 4862 | WASHINGTON | DC | 20008 | PUBLIC | GENERAL DONATION | $100 |
| DATA FACTORS | |||||||
| N/A | N/A | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $25 |
| DC BABE RUTH | |||||||
| N/A | N/A | WASHINGTON | DC | 20036 | PUBLIC | GENERAL DONATION | $150 |
| DC BAR PRO BONO PROGRAM | |||||||
| 1101 K STREET NW STE 200 | 1101 K STREET NW STE 200 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL DONATION | $100 |
| FORT WORTH OPERA | |||||||
| 1300 GENDY ST | 1300 GENDY ST | FORT WORTH | TX | 76107 | PUBLIC | GENERAL DONATION | $100 |
| HOSPITAL ALBSCHW HAITI | |||||||
| PO BOX 81046 | PO BOX 81046 | PITTSBURGH | PA | 15217 | PUBLIC | GENERAL DONATION | $400 |
| INST FOR AMERICA'S FUTURE | |||||||
| 1825 K ST NW STE 400 | 1825 K ST NW STE 400 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $500 |
| JOSLYN HOUSE | |||||||
| 21 MAIN STREET | 21 MAIN STREET | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $100 |
| L A OPERA | |||||||
| 135 NORTH GRAND AVENUE | 135 NORTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PUBLIC | GENERAL DONATION | $400 |
| MELANOMA RESEARCH FOUNDTN | |||||||
| 1411 K STREET NW STE 500 | 1411 K STREET NW STE 500 | WASHINGTON | DC | 20005 | PUBLIC | GENERAL DONATION | $100 |
| METRO MUSEUM OF ART | |||||||
| 1000 FIFTH AVEUE | 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | PUBLIC | GENERAL DONATION | $275 |
| METROPOLITAN OPERA GUILD | |||||||
| 136 WEST 65TH ST | 136 WEST 65TH ST | NEW YORK | NY | 10023 | PUBLIC | GENERAL DONATION | $125 |
| MICHIGAN ST UNIV | |||||||
| 300 SPARTAN WAY | 300 SPARTAN WAY | EAST LANSING | MI | 48824 | PUBLIC | GENERAL DONATION | $250 |
| 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 | $150 |
| MUSEUM OF SCIENCE | |||||||
| 1 SCIENCE PARK | 1 SCIENCE PARK | BOSTON | MA | 02114 | PUBLIC | GENERAL DONATION | $135 |
| NEW YORK CITY BALLET | |||||||
| 20 LINCOLN CENTER | 20 LINCOLN CENTER | NEW YORK | NY | 10023 | PUBLIC | GENERAL DONATION | $225 |
| NORTHERN STAGE CO | |||||||
| PO BOX 4287 | PO BOX 4287 | WHITE RIVER JUNCTION | VT | 05001 | PUBLIC | GENERAL DONATION | $100 |
| OPEN VOTING CONSORTIUM | |||||||
| 4941 FOREST CREEK WAY | 4941 FOREST CREEK WAY | GRANITE BAY | CA | 95746 | PUBLIC | GENERAL DONATION | $375 |
| OPERA AMERICA | |||||||
| 330 SEVENTH AVENUE | 330 SEVENTH AVENUE | NEW YORK | NY | 10001 | PUBLIC | GENERAL DONATION | $200 |
| OPERA NORTH | |||||||
| 20 WEST PARK ST | 20 WEST PARK ST | LEBANON | NH | 03766 | PUBLIC | GENERAL DONATION | $4,925 |
| PROJECT GUTENBERG | |||||||
| 809 NORTH 1500 WEST | 809 NORTH 1500 WEST | SALT LAKE CITY | UT | 84116 | PUBLIC | GENERAL DONATION | $25 |
| PUBLIC KNOWLEDGE | |||||||
| 1818 N ST NW STE 410 | 1818 N ST NW STE 410 | WASHINGTON | DC | 20036 | PUBLIC | GENERAL DONATION | $100 |
| RAND CTRL VT HABITAT HUMN | |||||||
| PO BOX 837 | PO BOX 837 | MONTPELIER | VT | 05601 | PUBLIC | GENERAL DONATION | $200 |
| RANDOLPH VT ROTARY | |||||||
| PO BOX 179 | PO BOX 179 | RANDOLPH | VT | 05060 | PUBLIC | GENERAL DONATION | $125 |
| SAVE THE CHILDREN HAITI | |||||||
| 54 WILTON ROAD | 54 WILTON ROAD | WESTPORT | CT | 06880 | PUBLIC | GENERAL DONATION | $250 |
| SHELBURNE MUSEUM | |||||||
| 6000 SHELBURNE ROAD | 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | PUBLIC | GENERAL DONATION | $75 |
| SHIR SHALON-OPERA | |||||||
| N/A | N/A | WASHINGTON | DC | 20005 | PUBLIC | GENERAL DONATION | $500 |
| SLOW FOOD USA | |||||||
| 20 JAY ST STW M04 | 20 JAY ST STE M04 | BROOKLYN | NY | 11201 | PUBLIC | GENERAL DONATION | $75 |
| TEMPLE UNIV SCHL MEDICINE | |||||||
| 3500 N BROAD STREET | 3500 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | PUBLIC | GENERAL DONATION | $250 |
| UNIV OF MASS | |||||||
| 390 WHITMORE ADMIN BLDG | 390 WHITMORE ADMIN BLDG | AMHERST | MA | 01003 | PUBLIC | GENERAL DONATION | $100 |
| U S ACTION EDUCATION FUND | |||||||
| 1825 K ST NW STE 210 | 1825 K ST NW STE 210 | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $1,000 |
| VT PUBLIC TELEVISION | |||||||
| 204 ETHAN ALLEN AVE | 204 ETHAN ALLEN AVE | COLCHESTER | VT | 05446 | PUBLIC | GENERAL DONATION | $45 |
| VT SYMPHONY ORCHESTRA | |||||||
| 2 CHURCH ST STE 3B | 2 CHURCH ST STE 3B | BURLINGTON | VT | 05401 | PUBLIC | GENERAL DONATION | $850 |
| VT INST NATURAL SCIENCE | |||||||
| 6565 WOODSTOCK ROAD | 6565 WOODSTOCK ROAD | QUECHEE | VT | 05059 | PUBLIC | GENERAL DONATION | $99 |
| WAU HOLLAND STIFTUNG | |||||||
| N/A | N/A | WASHINGTON | DC | 20006 | PUBLIC | GENERAL DONATION | $100 |
| WELLSTONE ACTION FUND | |||||||
| 2446 UNIVERSITY AVE W | 2446 UNIVERSITY AVE W | ST PAUL | MN | 55114 | PUBLIC | GENERAL DONATION | $200 |
| WIKIMEDIA FOUNDATION | |||||||
| 149 NEW MONTGOMERY STREET | 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | PUBLIC | GENERAL DONATION | $55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 13759 | 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 | 710 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1566 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1355 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 921 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 921 | 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 | $1,440 | 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 (15 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| FIRSTBANK PR | 2009-06 | PURCHASE | 2010-01 | 5000 | 5000 | |
| ISHARES MSCI EAFE | 2005-07 | PURCHASE | 2010-03 | 2770 | 2693 | 77 |
| BASIC INDUSTRIES SPDR | 2005-07 | PURCHASE | 2010-03 | 823 | 718 | 105 |
| STERLING SAVINGS BANK | 2009-02 | PURCHASE | 2010-03 | 10000 | 10000 | |
| ISHARES DJ SEL DIVIDEND | 2005-10 | PURCHASE | 2010-06 | 2180 | 3102 | -922 |
| ISHARES DJ SEL DIVIDEND | 2009-10 | PURCHASE | 2010-06 | 1090 | 1068 | 22 |
| ISHARES MSCI EAFE | 2005-07 | PURCHASE | 2010-06 | 2432 | 2693 | -261 |
| ISHARES MSCI EAFE | 2009-10 | PURCHASE | 2010-06 | 2432 | 2837 | -405 |
| ISHARES BRAZIL INDEX | 2006-05 | PURCHASE | 2010-09 | 1759 | 908 | 851 |
| POWERSHARES QQQ | 2006-01 | PURCHASE | 2010-09 | 2251 | 2164 | 87 |
| BASIC INDUSTRIES SPDR | 2005-07 | PURCHASE | 2010-09 | 797 | 718 | 79 |
| FINANCIAL SECTOR SPDR | 2008-10 | PURCHASE | 2010-09 | 699 | 1031 | -332 |
| CLAYMORE/MAC GLOBAL SOLAR ENERGY | 2008-09 | PURCHASE | 2010-10 | 424 | 1040 | -616 |
| CLAYMORE/MAC GLOBAL SOLAR ENERGY | 2009-10 | PURCHASE | 2010-10 | 212 | 252 | -40 |
| PREMIER BANK | 2006-12 | PURCHASE | 2010-12 | 10000 | 10000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (10 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| FIRSTBANK PR SANTURCE RR CD | ||
| MERRICK BANK CD | ||
| PARAMOUNT BANK CD NONCALLABLE | ||
| PREMIER BK CD NONCALLABLE | ||
| WESTERNBANK P R CD | ||
| STERLING SAVINGS BANK | ||
| CATHAY BANK | 10000 | 10014 |
| CITIBANK NATIONAL ASSOCIATION | 10000 | 10079 |
| INTL BK RECON DEVELOP | 6000 | 5766 |
| TEMPLETON INCOME BD | 3000 | 2989 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (28 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMEX SPDR INDEX MTLS SELECT SEC INDX | ||
| AMEX SPDR INDEX HEALTH CARE SELECT | 2310 | 2362 |
| AMEX SPDR INDEX CONSUMER STAPLES | 1712 | 2198 |
| AMEX SPDR FINANCIAL SELECT SECTOR FD | ||
| AMEX SPDR UTILITIES SELECT INDEX | 2248 | 2351 |
| BARCLAYS BANKS PLC IPATH DJ UBS NTRL | 1429 | 805 |
| BUILDERS ASIA 50 ADR INDEX FUND | 1510 | 1719 |
| CLAYMORE EXCH TRADED FD TR MAC GLOBA | ||
| CLAYMOR TRUST S&P GLOBAL WATER | 2552 | 2077 |
| ISHARES TRUST SEL DIV INDX FD | ||
| ISHARES IBOXX & INVTOP INVES FD | 2918 | 3253 |
| ISHARES S&P NORTH AMERI NATUR INDEX | 3831 | 4169 |
| ISHARES TRUST MSCI EAFE INDEX FD | ||
| ISHARES TRUST S&P SMALL CAP 600 INDX | 1441 | 1712 |
| ISHARES MSCI AUSTRALIA | 1001 | 1272 |
| ISHARES MSCI BRAZIL INDEX FUND | 1650 | 1935 |
| ISHARES MSCI CANADA | 3108 | 3100 |
| ISHARES MSCI EMERGING MARKETS | 988 | 1191 |
| ISHARES S&P 1500 INDEX FUND | 16447 | 21470 |
| ISHARES S&P GLBL TELECOMM SE | 4244 | 4662 |
| ISHARES US PFD STOCK INDEX | 4036 | 3996 |
| MARKET VECTORS AGRIBUSINESS | 2539 | 2677 |
| POWERSHARES WILDERHILL CLEAN ENERGY | 3265 | 2078 |
| POWERSHARES BIOTECHNOLOGY & GENOME P | 989 | 1095 |
| POWERSHARES QQQ | 2164 | 2723 |
| S&P 400 MIDCAP DEP RECEIPT | 5598 | 6587 |
| SPDR INTL GOVT INFL PROT BOND ETF | 6784 | 7264 |
| VANGUARD INFO TECH INDEX | 2689 | 3076 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT 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 | 255 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $1,385 | Amount |
| Net Investment Income | 1385 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | Category |
| Amount | $17 | Amount |
Comments