ROBERT K AND A JOYCE JONES FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT K AND A JOYCE JONES FOUNDATION INC (EIN 22-2779738)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-12
- IRS object ID
- 201141329349101774
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T15:17:25-05:00 | 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 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BARKER AVE | AddressLine1 |
| City | WHITE PLAINS | City |
| State | NY | State |
| ZIP Code | 10601 | 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 | 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 | 2011-05-12 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH R BODAN TAX PARTNER | Name |
| Phone | 9144215600 | Phone |
| Date Prepared | 2011-05-12 | 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 | 1578347 | 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 | 98161 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 98161 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16723 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16723 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6282 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6282 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6282 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 121166 | TotalRevenueAndExpenses |
| Total Net Investment Income | 121166 | 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 |
| Tot Opr Expenses Rev And Expnss | 0 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 45700 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 45700 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 45700 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 45700 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 75466 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 121166 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1 | CashEOY |
| Cash EOYFMV | 1 | CashEOYFMV |
| Investments Other BOY | 1411778 | InvestmentsOtherBOY |
| Investments Other EOY | 1487243 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1578346 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1411778 | TotalAssetsBOY |
| Total Assets EOY | 1487244 | TotalAssetsEOY |
| Total Assets EOYFMV | 1578347 | 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 | 1411778 | RetainedEarningsBOY |
| Retained Earnings EOY | 1487244 | RetainedEarningsEOY |
| Total Net Assets BOY | 1411778 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1487244 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1411778 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1487244 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1411778 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 75466 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1487244 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1487244 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 6282 | GrossSalesPrice |
| Gain Or Loss | 6282 | GainOrLoss |
| Gains Minus Excess Or Losses | 6282 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6282 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 54525 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1298602 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.041987 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 68766 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1551791 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044314 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 63950 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1684205 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.037970 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57200 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1575577 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.036304 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 63966 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1153298 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055464 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.216039 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043208 | AverageDistributionRatio |
| Net Noncharitable Assets | 1460112 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 63089 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1212 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 64301 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 45700 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2423 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2423 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2423 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 326 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 326 | TotalCreditsAndPayments |
| Tax Due | 2097 | 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 | 0 | UndistributedIncomePriorYears |
| 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 | 1482347 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1482347 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1482347 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 22235 | CashDeemedCharitable |
| Net Noncharitable Assets | 1460112 | NetNoncharitableAssets |
| Minimum Investment Return | 73006 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 73006 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2423 | TaxBasedOnInvestmentIncome |
| Total Tax | 2423 | TotalTax |
| Distributable Amount Before Adj | 70583 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 70583 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 70583 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 45700 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 45700 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 45700 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 70583 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15149 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 45700 | QualifyingDistributions |
| Applied To Year1 | 15149 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 30551 | 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 | 0 | TaxableAmount2 |
| Undistributed Income CY | 40032 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| APPALACHEAN TRAIL | |||||||
| PO BOX 807 | HARPERS FERRY | WV | 254259988 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| CORNELL LAB OF ORIENTHOLOGY | |||||||
| PO BOX 11 | ITHACA | NY | 14851 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| 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 |
| COLORADO ACADEMY | |||||||
| 3800 SOUTH PIERCE STREET | DENVER | CO | 80235 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $3,000 |
| CATAMOUNT TRAIL | |||||||
| 1 MILL STREET SUITE 350 | BURLINGTON | VT | 054011512 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10117 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $4,000 |
| VT PUBLIC TELEVISION | |||||||
| 204 ETHAN ALLEN AVE | COLCHESTER | VT | 054463129 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| MOUNTAIN VALLEY MEDICAL CLINIC | |||||||
| PO BOX 310 | LONDONBERRY | VT | 051480310 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,000 |
| ORPHANS HOPE | |||||||
| 10190 B SUNCREST DR | LEAVENWORTH | WA | 98826 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| PLANNED PARENTHOOD FOUNDATION | |||||||
| 810 SEVENTH AVE SUITE 1200 | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $6,000 |
| CARLOS OTIS STRATTON MTN CLINIC | |||||||
| PO BOX 617 | STRATTON MOUNTAIN | VT | 05155 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| RECORDING FOR THE BLIND & DYSLEXIC | |||||||
| ROSZEL ROAD | PRINCETON | NJ | 08540 | 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 |
| MERK FOREST & FARMLAND CTR | |||||||
| PO BOX 86 | RUPERT | VT | 05768 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $200 |
| 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 | $10,000 |
| VERMONT CENTER FOR ECOSTUDIES | |||||||
| PO BOX 420 | NORWICH | VT | 05055 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $2,000 |
| SECOND CHANCE ANIMAL | |||||||
| PO BOX 620 | SHAFTSBURY | VT | 05262 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $500 |
| SOUTHERN VERMONT ARTS CENTER | |||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | NONE | PUBLIC CHARITY | TO CONTINUE THE CHARITABLE ACTIVITY OF THE ORGANIZATION | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 45700 | 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 | $98,161 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $16,723 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,282 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $121,166 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 121166 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (10 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| GOLDMAN SACHS MONEY MARKET | FMV | 26500 | 26500 |
| AUSTRALIAN DOLLAR ACCOUNT | FMV | 85471 | 100333 |
| TURKISH DOLLAR ACCOUNT | FMV | 36835 | 38100 |
| KFW 10.5% 2/28/11 S&P AAA | FMV | 182098 | 187830 |
| NORWAY 6.0% 5/16/11 | FMV | 183364 | 180234 |
| EUROPEAN INVESTMENT BANK | FMV | 190326 | 214627 |
| NOWEGIAN DOLLAR ACCOUNT | FMV | 9644 | 10384 |
| GS INTNL EQUITY DIV & PREMIUM FUND | FMV | 310457 | 332504 |
| GS EMERGING MARKETS DEBT FUND | FMV | 160948 | 166744 |
| GS US EQUITY DIV & PREMIUM FUND | FMV | 301600 | 321090 |
Comments