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VINEYARD FAMILY FOUNDATION 313-74D01: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
VINEYARD FAMILY FOUNDATION 313-74D01 (EIN 62-6365986)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-30
IRS object ID
202612119349100121
Schema version
2025v4.2
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

FieldValueIRS element (for citing)
Return2026-07-30T12:57:01-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626365986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Vineyard Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlVINEBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonScott VineyardPersonNm
Person TitleTrusteePersonTitleTxt
Phone8008391754PhoneNum
Signature2026-07-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,869,718FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$600,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,431InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,431InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$76,833DividendsRevAndExpnssAmt
Dividends Net Invst Incm$76,833DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$321,932NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,573,564GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$321,932CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,002,196TotalRevAndExpnssAmt
Total Net Invst Incm$402,196TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,826OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,826OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,800TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$11,106OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$11,106OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$33,732TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,826TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,106TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,743ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,743ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$192,475TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,826TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$169,849TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$809,721ExcessRevenueOverExpensesAmt
Net Investment Income$383,370NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$153,790SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$186,426SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$186,426SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$399,132USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$402,831USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,127,470CorporateStockBOYAmt
Corporate Stock EOY$3,470,771CorporateStockEOYAmt
Corporate Stock EOYFMV$4,245,461CorporateStockEOYFMVAmt
Corporate Bonds EOY$34,652CorporateBondsEOYAmt
Corporate Bonds EOYFMV$35,000CorporateBondsEOYFMVAmt
Total Assets BOY$3,281,260TotalAssetsBOYAmt
Total Assets EOY$4,090,981TotalAssetsEOYAmt
Total Assets EOYFMV$4,869,718TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,281,260RetainedEarningBOYAmt
Retained Earning EOY$4,090,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,281,260TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,090,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,281,260TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,090,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,281,260TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$809,721ExcessRevenueOverExpensesAmt
Subtotal$4,090,981SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,090,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$3,573,564GrossSalesPriceAmt
Cost Or Other Basis$3,251,632CostOrOtherBasisAmt
Gain Or Loss$321,932GainOrLossAmt
Gains Minus Excess Or Losses$321,932GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$321,932CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,329InvestmentIncomeExciseTaxAmt
Subtotal$5,329SubtotalAmt
Tax Based On Investment Income$5,329TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,316EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,516TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Overpayment$168OverpaymentAmt
Applied To ES Tax$168AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Andrew Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Pres1.0$0$0$0
Grace Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Mark Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee1.0$0$0$0
Scott Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Trustee, Treas1.0$0$0$0
Teri Vineyard
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,148,027AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$163,661AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,311,688TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,311,688AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,247,013NetVlNoncharitableAssetsAmt
Minimum Investment Return$212,351MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$212,351MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,329TaxBasedOnInvestmentIncomeAmt
Total Tax$5,329TotalTaxAmt
Distributable Before Adj$207,022DistributableBeforeAdjAmt
Distributable Before Ded$207,022DistributableBeforeDedAmt
Distributable As Adjusted$207,022DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$169,849ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$169,849QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$207,022DistributableAsAdjustedAmt
Undistributed Income PY$167,473UndistributedIncomePYAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Qualifying Distributions$169,849QualifyingDistributionsAmt
Applied To Year1$167,473AppliedToYear1Amt
Applied To Current Year$2,376AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$204,646UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGrace VineyardContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABUSED & HOMELESS CHILDRENS REFUGE
PO BOX 694DUNN LORINGVA22027N/APCGeneral & Unrestricted$7,000
ALL SAINTS ROMAN CATHOLIC NEWMAN CENTER TEMPE
230 E UNIVERSITY DRTEMPEAZ85281N/APCUpkeep of art and ASU student outreach fund$1,692
ARIZONA COLLEGIATE ROWING FOUNDATION
PO BOX 10373PHOENIXAZ85064N/APCGeneral & Unrestricted$930
ASSOCIATION OF THE FREE LIBRARY & READING RM ROWAY
33 HIGHLAND AVEROWAYTONCT06853N/APCGeneral & Unrestricted$1,000
BELONG
124 PARK ST NEVIENNAVA22180N/APCGeneral & Unrestricted$12,641
CECES HOPE CENTER
233 E SOUTHERN AVE STE 27644TEMPEAZ85285N/APCGeneral & Unrestricted$3,000
COUNCIL FOR MILITARY SPOUSE CLUBS
3246 CENTENNIAL BLVD BOX 360COLORADO SPRINGSCO80907N/APCGeneral & Unrestricted$5,000
EMMAS TORCH LTD
345 SMITH STBROOKLYNNY11231N/APCGeneral & Unrestricted$5,000
FAMILY & CHILDRENS AGENCY INC
9 MOTT AVE 4TH FLOORNORWALKCT06850N/APCGeneral & Unrestricted$18,845
FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT INC
PO BOX 86299TUCSONAZ85754N/APCGeneral & Unrestricted$2,000
FRIENDS OF PUBLIC RADIO ARIZONA
2323 W 14TH STTEMPEAZ85281N/APCNPR/KJZZ fund$500
HONORHEALTH FOUNDATION
8125 N HAYDEN RDSCOTTSDALEAZ85258N/APCPatient Assistance for Home Care Kits fund$20,000
HOSPICE OF THE VALLEY
1510 E FLOWER STPHOENIXAZ85014N/APCDementia Care and Education Campus Educational Programming fund$500
KINO BORDER INITIATIVE
PO BOX 159NOGALESAZ85628N/APCGeneral & Unrestricted$4,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 54879LOS ANGELESCA90054N/APCCharitable Event$5,000
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 54879LOS ANGELESCA90054N/APCCharitable Event$5,000
READING IS FUNDAMENTAL OF NORTHERN VIRGINIA INC
PO BOX 7012ARLINGTONVA22207N/APCGeneral & Unrestricted$5,000
RED HOOK ART PROJECT INC
291 VAN BRUNT STBROOKLYNNY11231N/APCGeneral & Unrestricted$4,930
SENATORS SUCCESS FUND INC
300 HIGHLAND AVENORWALKCT06854N/APCGeneral & Unrestricted$1,000
STOP SOLDIER SUICIDE
PO BOX 110605DURHAMNC27709N/APCGeneral & Unrestricted$9,930
THE CARVER INC
7 ACADEMY STNORWALKCT06850N/APCGeneral & Unrestricted$18,845
THE WELCOME TO AMERICA PROJECT
1711 W UNIVERSITY DR STE 158TEMPEAZ85281N/APCGeneral Mobility Program$7,000
WASHINGTON BALLET
3515 WISCONSIN AVE NWWASHINGTONDC20016N/APCGeneral & Unrestricted$5,000
WESTWOOD CARES FOUNDATION
800 MAPLE AVE EVIENNAVA22180N/APCGeneral & Unrestricted$10,000
WOMENS CENTER
8230 OLD COURTHOUSE RDVIENNAVA22182N/APCGeneral & Unrestricted$4,930
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,743TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,431ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$76,833ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$321,932ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$402,196ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$402,196TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Andrew Vineyard CLAT
11085 Highland AvenueRowaytonCT06853$200,000Yes (X)
Mark Vineyard CLAT
2302 Blair CourtViennaVA22180$200,000Yes (X)
Scott Vineyard CLAT
36315 E Aster DriveScottsdaleAZ85254$200,000Yes (X)

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUNITED STATES TREAS BILLS - 0.BondNm
EOY Book Value$34,652EOYBookValueAmt
EOYFMV$35,000EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EMERGING MARKETS FUN$186,449$229,772
BLACKROCK EQUITY DIVIDEND FUND$310,241$343,276
CAUSEWAY INTERNATIONAL VALUE F$99,432$126,169
COMMUNICATION SVCS SLCT SCTR S$154,555$176,580
CONSUMER DISCRETIONARY SELECT$158,499$185,086
CONSUMER STAPLES SELECT SECTOR$47,548$47,385
DELAWARE SMALL CAP CORE FUND I$185,376$208,928
FINANCIAL SELECT SECTOR SPDR F$126,237$131,448
ISHARES CORE MSCI DEV MKTS ETF$125,925$164,960
ISHARES MSCI EMERGING MARKETS$84,560$87,536
ISHARES TR DJ SEL DIVIDEND INX$174,594$183,482
ISHARES TRUST RUSSELL 1000 GRO$222,687$435,436
ISHARES TRUST RUSSELL 1000 VAL$297,749$390,181
MFS VALUE I$222,598$231,170
SCHWAB U.S. SMALL-CA$90,070$114,490
SELECT SECTOR SPDR UTILITIES$70,898$76,842
SELECT SECTOR SPDR-HEALTH CARE$79,549$85,140
SPDR S&P 500 ETF TRUST$233,329$272,768
TECHNOLOGY SPDR$250,477$302,337
VANGARD RUSSELL 1000 GROWTH$75,323$145,004
VANGUARD DIVIDEND APPRECIATION$184,347$204,395
VANGUARD FTSE DEVELOPED MARKET$90,328$103,076

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$399,132USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$402,831USGovtObligationsEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescAdministrative FeesDesc
Revenue And Expenses Per Books$11,106RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$11,106DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$18,826Amt
Net Investment Income$18,826NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2025$2,300
990-PF Extension for 2024$1,500

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