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THE ORVIS CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
THE ORVIS CHARITABLE FOUNDATION (EIN 83-1437443)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-14
IRS object ID
202601349349102510
Schema version
2025v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T10:21:04-04:00ReturnTs
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)
EIN831437443EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Orvis Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlORVIBusinessNameControlTxt
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)
PersonSimon PerkinsPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2026-05-12SignatureDt
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$2,067,812FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$265,454ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,037InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,037InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$287,491TotalRevAndExpnssAmt
Total Net Invst Incm$22,037TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$240TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$14,664OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$14,664OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,904TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,664TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,299ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,299ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,203TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$109,963TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$177,288ExcessRevenueOverExpensesAmt
Net Investment Income$22,037NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,890,524SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,067,812SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,067,812SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$1,890,524TotalAssetsBOYAmt
Total Assets EOY$2,067,812TotalAssetsEOYAmt
Total Assets EOYFMV$2,067,812TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,890,524RetainedEarningBOYAmt
Retained Earning EOY$2,067,812RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,890,524TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,067,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,890,524TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,067,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,890,524TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$177,288ExcessRevenueOverExpensesAmt
Subtotal$2,067,812SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,067,812TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$306InvestmentIncomeExciseTaxAmt
Subtotal$306SubtotalAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$306TaxDueAmt
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 StateDEOrgReportOrRegisterStateCd
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 PrsnYes (true)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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

FieldValueIRS element (for citing)
PersonSimon PerkinsPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitleDir, Pres, Sec, TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,008,716AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,008,716TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,008,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,131CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,978,585NetVlNoncharitableAssetsAmt
Minimum Investment Return$98,929MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$98,929MinimumInvestmentReturnAmt
Tax Based On Investment Income$306TaxBasedOnInvestmentIncomeAmt
Total Tax$306TotalTaxAmt
Distributable Before Adj$98,623DistributableBeforeAdjAmt
Distributable Before Ded$98,623DistributableBeforeDedAmt
Distributable As Adjusted$98,623DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$109,963ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$109,963QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,623DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$67,909ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$150,733ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$192,324ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$237,442ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$164,257ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$812,665TotalExcessDistributionCyovAmt
Qualifying Distributions$109,963QualifyingDistributionsAmt
Applied To Current Year$98,623AppliedToCurrentYearAmt
Remaining Distri From Corpus$11,340RemainingDistriFromCorpusAmt
Total Corpus$824,005TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$67,909ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$756,096ExcessDistriCyovToNextYrAmt
Excess From Year4$150,733ExcessFromYear4Amt
Excess From Year3$192,324ExcessFromYear3Amt
Excess From Year2$237,442ExcessFromYear2Amt
Excess From Year1$164,257ExcessFromYear1Amt
Excess From Current Year$11,340ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN MUSEUM OF FLY FISHING INC
PO BOX 42MANCHESTERVT05254N/APCGeneral & Unrestricted$2,500
CAPTAINS FOR CLEAN WATER INC
PO BOX 1653FORT MYERSFL33902N/APCGeneral & Unrestricted$25,000
COMMUNITY FOOD CUPBOARD INC
PO BOX 864 40 JEFF WILLIAMS WAYMANCHESTR CENTERVT05255N/APCGeneral & Unrestricted$500
FISH FOR CHANGE
4545 S MONACO ST UNIT 122DENVERCO80237N/APCGeneral & Unrestricted$5,000
FRIENDS OF MIDDLEBURY HOCKEY INC
PO BOX 835MIDDLEBURYVT05753N/APCGeneral & Unrestricted$100
GREATER BENNINGTON INTERFAITH COMMUNITY SERVICES
PO BOX 702BENNINGTONVT05201N/APCSupport for the Kitchen Cupboard$500
MARK SKINNER LIBRARY
PO BOX 1105MANCHESTER CENTERVT05255N/AGOVGeneral & Unrestricted$1,000
MAYFLY PROJECT
3541 HARRISON RDBENTONAR72019N/APCGeneral & Unrestricted$5,000
NORTHSHIRE CIVIC CENTER INC
410 HUNTER PARK RD PO BOX 835MANCHESTERVT05255N/APCRiley Rink Gold Banner sponsorship$999
PETFINDER FOUNDATION
12995 N ORACLE RD STE 141-143TUCSONAZ85739N/APCGeneral & Unrestricted$5,000
PROTECT OUR RIVERS
2583 MOORE STLAKEWOODCO80215N/APCCharitable Event$2,500
RESCUE MISSION OF ROANOKE INC
402 4TH ST SEROANOKEVA24013N/APCTo support the Manna Food Pantry$500
RESCUE MISSION OF ROANOKE INC
402 4TH ST SEROANOKEVA24013N/APCCharitable Event$2,500
SECOND CHANCE ANIMAL SHELTER
1779 RTE 7AARLINGTONVT05250N/APCCharitable Event$2,000
TACONIC AND GREEN REGIONAL SCHOOL DISTRICT
6378 VERMONT RTE 7ASUNDERLANDVT05250N/AGOVThe Manchester Elementary School - Make-A-Wish project to teach students about kindness$100
THE DORSET EQUINE RESCUE INC
PO BOX 92EAST DORSETVT05253N/APCGeneral & Unrestricted$100
THE EVERGLADES FOUNDATION INC
18001 OLD CUTLER RD STE 625PALMETTO BAYFL33157N/APCCharitable Event$10,000
TROUT UNLIMITED INC
PO BOX 98166WASHINGTONDC20090N/APCGeneral & Unrestricted$30,000
CLEAN VALLEY COUNCIL INC
2014 MEMORIAL AVE SWROANOKEVA24015N/APCGeneral & Unrestricted$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,299TotalGrantOrContriPdDurYrAmt

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$22,037ExclusionAmt
FieldValueIRS element (for citing)
Dividends And Interest From Sec DtlDividendsAndInterestFromSecDtl
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$22,037ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$22,037TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
Fam LLC
15553 Bandini Blvd Suite BBellCA90201$150,276Yes (X)
The Orvis Company Inc
2178 Conservation WaySunderlandVT052504465$115,178Yes (X)

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$13,914$13,914
Foundation Dues & Memberships$725$725
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2024CategoryTxt
Amt$240Amt

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