W JAMES AND JANE K TRUETTNER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- W JAMES AND JANE K TRUETTNER FOUNDATION (EIN 36-3499982)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202611339349100421
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T07:16:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VI | StateAbbreviationCd |
| ZIP | 22604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363499982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUETTNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUE | BusinessNameControlTxt |
| Phone | 9703495883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JAMES TRUETTNER III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9703495883 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | OLIVIA A HUTTON CPA | PreparerPersonNm |
| PTIN | P00964688 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Preparation | 2026-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,142,587 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $112,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $112,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $791,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,367,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $791,066 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $903,790 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $903,790 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,095 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,095 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $29,536 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,120 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $409,589 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $409,589 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $442,245 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $412,709 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $461,545 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $874,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $77,674 | CashBOYAmt |
| Cash EOY | $18,959 | CashEOYAmt |
| Cash EOYFMV | $18,959 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,045,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,708,359 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,708,359 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,366,103 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,227,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,415,269 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,489,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,954,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,142,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,489,105 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,954,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,489,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,954,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,489,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,954,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,489,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $461,545 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,000 | OtherIncreasesAmt |
| Subtotal | $4,954,650 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,954,650 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| 2220 SHS MICROCHIP TECHNOLOGY INC.COM | 2025-02-03 | $123,824 | $147,685 | -$23,861 | -$23,861 |
| 2220 SHS MICROCHIP TECHNOLOGY INC.COM | 2025-02-03 | $40,191 | -$40,191 | -$40,191 | |
| 100 SHS COSTCO WHOLESALE CORP COM | 2025-02-07 | $106,068 | $32,326 | $73,742 | $73,742 |
| 100 SHS COSTCO WHOLESALE CORP COM | 2025-02-21 | $103,748 | $32,326 | $71,422 | $71,422 |
| 480 SHS POOL CORP COM DISCRETION | 2025-02-21 | $167,646 | $148,226 | $19,420 | $19,420 |
| 480 SHS POOL CORP COM DISCRETION | 2025-02-21 | $15,530 | -$15,530 | -$15,530 | |
| 480 SHS POOL CORP COM DISCRETION | 2025-02-21 | $11,121 | -$11,121 | -$11,121 | |
| 3695 SHS COPART INC COM | 2025-02-28 | $203,748 | $84,311 | $119,437 | $119,437 |
| 375 SHS MASTERCARD INCORP | 2025-02-28 | $211,730 | $138,772 | $72,958 | $72,958 |
| 138 SHS TRANSDIGM GROUP INC | 2025-02-28 | $185,703 | $185,703 | $185,703 | |
| 652 VERISK ANALYTICS INC COM | 2025-02-28 | $188,241 | $38,864 | $149,377 | $149,377 |
| 1200 SHS BLOCK INC | 2025-04-30 | $69,035 | $111,762 | -$42,727 | -$42,727 |
| 1200 SHS AAON INC | 2025-07-14 | $92,413 | $139,858 | -$47,445 | -$47,445 |
| 600 SHS ZOETIS INC | 2025-07-15 | $93,738 | $31,464 | $62,274 | $62,274 |
| 270 SHS ADOBE INC COM | 2025-07-31 | $96,541 | $60,542 | $35,999 | $35,999 |
| 840 SHS AMETEK INC COM | 2025-08-18 | $153,950 | $65,442 | $88,508 | $88,508 |
| 4000 SHS COPART INC COM | 2025-10-17 | $174,477 | $57,249 | $117,228 | $117,228 |
| 550 SHS FISERV INC COM STK | 2025-11-07 | $33,887 | $100,428 | -$66,541 | -$66,541 |
| 1200 SHS BJS WHSL CLUB HLDGS INC COM | 2025-11-21 | $106,108 | $115,738 | -$9,630 | -$9,630 |
| 720 SHS STRYKER CORPORATION COM | 2025-12-23 | $256,606 | $204,562 | $52,044 | $52,044 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $791,066 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,152 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,152 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,152 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,978 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,978 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,826 | OverpaymentAmt |
| Applied To ES Tax | $8,826 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | W JAMES TRUETTNER III | IndividualWithBooksNm |
| Phone | 9703495883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM K TRUETTNER | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| NANCY H TRUETTNER | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | TREASURER AND SECRETARY | 2.00 | $0 | $0 | $0 |
| LINDA T ALBRECHT | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,792,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,705,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,497,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,497,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,385,112 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $369,256 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $369,256 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,152 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,152 | TotalTaxAmt |
| Distributable Before Adj | $357,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $357,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $357,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $412,709 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $412,709 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $83,809 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $32,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $117,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $412,709 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $357,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,605 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $172,658 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $172,658 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $486 | ExcessFromYear4Amt |
| Excess From Year3 | $83,809 | ExcessFromYear3Amt |
| Excess From Year1 | $32,758 | ExcessFromYear1Amt |
| Excess From Current Year | $55,605 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | N/A | PC | GENERAL SUPPORT | $250 | |
| TAHOE YOUTH & FAMILY SERVICES | ||||||||
| 1021 FREMONT AVENUE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | GENERAL SUPPORT | $500 | |
| TENEMENT MUSEUM | ||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WOMEN'S DISMAS HOUSE | ||||||||
| 103 PARK AVENUE | RUTLAND | VT | 05701 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| THE DORSET PLAYERS INC | ||||||||
| 104 CHENEY ROAD | DORSET | VT | 05251 | N/A | PC | GENERAL SUPPORT | $500 | |
| PRESERVATION TRUST OF VERMONT | ||||||||
| 104 CHURCH STREET | BURLINGTON | VT | 05401 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| THE ATOWI PROJECT | ||||||||
| 117 FULLER DRIVE | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MANCHESTER COMMUNITY LIBRARY | ||||||||
| 138 CEMETERY AVE PO BOX 1105 | MANCHESTER CENTER | VT | 05255 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE SUGAR PINE FOUNDATION | ||||||||
| 1458 MT RAINIER DRIVE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | GENERAL SUPPORT | $500 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | GENERAL SUPPORT | $500 | |
| WEST REGION WILDFIRE COUNCIL | ||||||||
| 160 S AMELIA STREET | RIDGWAY | CO | 81432 | N/A | PC | GENERAL SUPPORT | $500 | |
| SANTA ELENA PROJECT OF ACCOMPANIMENT | ||||||||
| 192 FOREST ST | OBERLIN | OH | 44074 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| GOVENOR'S INSTITUTES OF VERMONT | ||||||||
| 20 WEST CANAL STREET STE C5 | WINOOSKI | VT | 05404 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| UC DAVIS FOUNDATION | ||||||||
| 202 COUSTEAU PLACE STE 185 | DAVIS | CA | 95618 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| FOR GOODNESS CAKES | ||||||||
| 2118 WILSHIRE BLVD 826 | SANTA MONICA | CA | 90403 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| H3O FOUNDATION | ||||||||
| 2130 PAMPLONA CT | ESCONDITO | CA | 92025 | N/A | PC | GENERAL SUPPORT | $500 | |
| SHAKER HERITAGE SOCIETY | ||||||||
| 25 MEETING HOUSE ROAD | ALBANY | NY | 12211 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VT DIGGER | ||||||||
| 26 STATE STREET SUITE 8 | MONTPELIER | VT | 05602 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2877 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | GENERAL SUPPORT | $250 | |
| ALL BRAINS BELONG VT | ||||||||
| 3 PITKIN COURT STE 102 | MONTPELIER | VT | 05602 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| ZION EPISCOPAL CHURCH | ||||||||
| 301 EAST CONGRESS ST | CHARLESTOWN | WV | 25414 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| HABITAT FOR HUMANITY OF GUNNISON VALLEY | ||||||||
| 307 N MAIN STREET SUITE 2E PO BOX | GUNNISON | CO | 81230 | N/A | PC | GENERAL SUPPORT | $4,000 | 1295 |
| VERMONT FOODBANK | ||||||||
| 33 PARKER ROAD WILSON INDUSTRIAL | BARRE | VT | 05641 | N/A | PC | GENERAL SUPPORT | $2,000 | PARK |
| VERMONT CHILDREN'S LITERACY FOUNDATION | ||||||||
| 3579 WATERBURY-STOWE RD | WATERBURY CENTER | VT | 05677 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SMOKEY HOUSE CENTER | ||||||||
| 426 DANBY MOUNTAIN ROAD | DANBY | VT | 05739 | N/A | PC | GENERAL SUPPORT | $250 | |
| RETREAT FARM | ||||||||
| 45 FARMHOUSE SQUARE | BRATTLEBORO | VT | 05301 | N/A | PC | GENERAL SUPPORT | $500 | |
| GREEN MOUNTAIN CLUB | ||||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY | VT | 05677 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| PROJECT ANGEL HEART | ||||||||
| 4950 WASHINGTON ST | DENVER | CO | 80216 | N/A | PC | GENERAL SUPPORT | $500 | |
| OBERLIN COLLEGE | ||||||||
| 50 W LORAIN STREET | OBERLIN | OH | 44074 | N/A | NC | GENERAL SUPPORT | $1,500 | |
| APPALACHIAN VOICES | ||||||||
| 589 W KING STREET | BOONE | NC | 28607 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| LEWIS AND CLARK COLLEGE | ||||||||
| 615 SOUTH PALATINE HILL ROAD MSC 88 | PORTLAND | OR | 97219 | N/A | NC | GENERAL SUPPORT | $500 | |
| EARTHCORPS | ||||||||
| 6310 NE 74TH ST STE 201E | SEATTLE | WA | 98115 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| ELIZABETH FREEMAN CENTER | ||||||||
| 66 ALLEN STREET | PITTSFIELD | MA | 01201 | N/A | GOV | GENERAL SUPPORT | $2,000 | |
| VNA & HOSPICE OF THE SOUTHWEST REGION | ||||||||
| 7 ALBERT CREE DRIVE | RULAND | VT | 05701 | N/A | PC | GENERAL SUPPORT | $500 | |
| SAINT FRANCIS OF ASSISI | ||||||||
| 701 MOUNT ROSE HIGHWAY | INCLINE VILLAGE | NV | 89451 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CAPITAL PUBLIC RADIO | ||||||||
| 7055 FOLSOM BLVD | SACRAMENTO | CA | 95826 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| GUNNISON VALLEY HEALTH FOUNDATION | ||||||||
| 711 NORTH TAYLOR STREET | GUNNISON | CO | 81230 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SAINT JOSEPH MARELLO CATHOLIC CHURCH | ||||||||
| 7200 AUBURN-FOLSOM ROAD | GRANITE BAY | CA | 95746 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DENVER EARTH RESOURCES LIBRARY | ||||||||
| 730 17TH STREET SUITE B-1 | DENVER | CO | 80202 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | NC | GENERAL SUPPORT | $500 | |
| RUTLAND COUNTY HUMANE SOCIETY | ||||||||
| 765 STEVENS ROAD | PITTSFORD | VT | 05763 | N/A | PC | GENERAL SUPPORT | $500 | |
| VERMONT LAND TRUST | ||||||||
| 8 BAILEY AVENUE | MONTPELIER | VT | 05602 | N/A | PC | GENERAL SUPPORT | $11,000 | |
| DENVER BOTANIC GARDENS | ||||||||
| 909 YORK STREET | DENVER | CO | 80206 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DENVER BOTANIC GARDENS | ||||||||
| 909 YORK STREET | DENVER | CO | 80206 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| LAKE TAHOE SCHOOL | ||||||||
| 995 TAHOE BLVD | INCLINE VILLAGE | NV | 89451 | N/A | NC | GENERAL SUPPORT | $500 | |
| WESTON PLAYHOUSE THEATRE COMPANY | ||||||||
| ATTN CHARMA BONANNO 703 MAIN STREET | WESTON | VT | 05161 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| CLEAN UP THE LAKE | ||||||||
| ATTN COLIN WEST PO BOX 5016 | STATELINE | NV | 89449 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| CLEAN UP THE LAKE | ||||||||
| ATTN COLIN WEST PO BOX 5016 | STATELINE | NV | 89449 | N/A | PC | GENERAL SUPPORT | $1,841 | |
| BATTENKILL VALLEY HEALTH CENTER | ||||||||
| ATTN DEVELOPMENT CENTER PO BOX 61 | ARLINGTON | VT | 05250 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| JESUIT HIGH SCHOOL | ||||||||
| ATTN FR JOHN MCGARRY SJ 1200 JACOB | SACRAMENTO | CA | 95608 | N/A | NC | GENERAL SUPPORT | $1,000 | LANE |
| USA WEST PROVENCE SOCIETY OF JESUS | ||||||||
| ATTN FR LEIDICH PO BOX 519 | LOS GATOS | CA | 95301 | N/A | PC | GENERAL SUPPORT | $500 | |
| TAKEACTION MINNESOTA EDUCATION FUND | ||||||||
| ATTN MARCIE MORAVEC 705 RAYMOND AVE | ST PAUL | MN | 55114 | N/A | PC | GENERAL SUPPORT | $500 | 100 |
| PLACER COUNTY SHERIFF COUNCIL | ||||||||
| ATTN MARCUS GRAZZIANO 6140 | LOOMIS | CA | 95650 | N/A | GOV | GENERAL SUPPORT | $500 | HORSESHOE BAR RD |
| THE MURER HOUSE FOUNDATION | ||||||||
| ATTN PAM MCANTEE 1975 WESLEY DR | FOLSOM | CA | 95630 | N/A | PC | GENERAL SUPPORT | $500 | |
| ENTERTAINMENT COMMUNITY FUND | ||||||||
| ATTN THOMAS EXTON 729 SEVENTH | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $1,500 | AVENUE 10TH FLOOR |
| FRIENDS OF HAPPY RETREAT | ||||||||
| ATTN WALTER WASHINGTON PO BOX 1427 | CHARLESTOWN | WV | 25414 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| STRATTON MOUNTAIN & VALLEY COMMUNITY | ||||||||
| BENEFIT FOUNDATION PO BOX 523 | STRATTON MOUNTAIN | VT | 05155 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| BURR AND BURTON ACADEMY | ||||||||
| BURR AND BURTON ACADEMY PO BOX 498 | MANCHESTER | VT | 05254 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| FIREBIRD THEATRE COMPANY | ||||||||
| C/O DAVID FLORA 24053 STATE HWY 135 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| COLORADO COLLEGE | ||||||||
| COLORADO COLLEGE PO BOX 1117 | COLORADO SPRINGS | CO | 80901 | N/A | NC | GENERAL SUPPORT | $13,659 | |
| LAKE TAHOE COMMUNITY COLLEGE FOUNDATION | ||||||||
| DR CULP SCHOLARSHIP ONE COLLEGE | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | GENERAL SUPPORT | $500 | DRIVE |
| SACRAMENTO ZOOLOGICAL SOCIETY | ||||||||
| EAGLE LEAGUE 3930 WEST LAND PARK | SACRAMENTO | CA | 95822 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CAPUCHIN FRANCISCAN FOUNDATION | ||||||||
| FOR RETIRED FRIARS 1345 CORTEZ AVE | BURLINGAME | CA | 94010 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| CARLETON COLLEGE ANNUAL FUND | ||||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 550574070 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| JOHN ADAMS ACADEMIES | ||||||||
| ONE SIERRA GATE PLAZA | ROSEVILLE | CA | 956785423 | N/A | PC | GENERAL SUPPORT | $500 | |
| PEO OF CRESTED BUTTE | ||||||||
| PEO OF CRESTED BUTTE | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| RED ARROW CAMP FOUNDATION | ||||||||
| PO BOX 1042 | VAIL | CO | 81658 | N/A | PC | GENERAL SUPPORT | $3,000 | |
| GREEN MOUNTAIN ACADEMY | ||||||||
| PO BOX 129 | DORSET | VT | 05251 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| TAHOE MAGIC | ||||||||
| PO BOX 13070 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| TAHOE COALITION FOR THE HOMELESS | ||||||||
| PO BOX 13514 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| TAMBA | ||||||||
| PO BOX 13712 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| EL DORADO COMMUNITY FOUNDATION | ||||||||
| PO BOX 1388 | PLACERVILLE | CA | 95667 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| TAHOE ARTS PROJECT | ||||||||
| PO BOX 14281 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LAKE TAHOE EDUCATIONAL FOUNDATION | ||||||||
| PO BOX 14387 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| MARCELLA FOUNDATION | ||||||||
| PO BOX 15280 | SOUTH LAKE TAHOE | CA | 96150 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE FIRE & EMS VOLUNTEER ASSN | ||||||||
| PO BOX 1576 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| DENVER MUSEUM OF NATURE & SCIENCE | ||||||||
| PO BOX 17272 | DENVER | CO | 802170272 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| TAHOE WOMEN'S COMMUNITY FUND | ||||||||
| PO BOX 18069 | SOUTH LAKE TAHOE | CA | 96151 | N/A | PC | GENERAL SUPPORT | $500 | |
| PROJECT HOPE OF GUNNISON VALLEY | ||||||||
| PO BOX 1812 | GUNNISON | CO | 81230 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE BOAT COMPANY | ||||||||
| PO BOX 1839 | POULSBO | WA | 98370 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THE BOAT COMPANY | ||||||||
| PO BOX 1839 | POULSBO | WA | 98370 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE BOAT COMPANY | ||||||||
| PO BOX 1839 | POULSBO | WA | 98370 | N/A | PC | GENERAL SUPPORT | $4,750 | |
| WINMAN TRAILS INC | ||||||||
| PO BOX 184 | MANITOWISH WATERS | WI | 54545 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| LIVING JOURNEYS | ||||||||
| PO BOX 2024 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE AVALANCHE CENTER | ||||||||
| PO BOX 2351 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| NORTH LAKELAND DISCOVERY CENTER | ||||||||
| PO BOX 237 | MANITOWISH WATERS | WI | 54545 | N/A | PC | GENERAL SUPPORT | $250 | |
| NORTHSHIRE RESCUE SQUAD | ||||||||
| PO BOX 26 | MANCHESTER CENTER | VT | 05255 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| TOWN OF MANITOWISH WATERS | ||||||||
| PO BOX 267 | MANITOWICH WATERS | WI | 54545 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| SIERRA STATE PARKS FOUNDATION | ||||||||
| PO BOX 28 | TAHOE CITY | CA | 96145 | N/A | PC | GENERAL SUPPORT | $10,000 | |
| MANITO ART LEAGUE | ||||||||
| PO BOX 298 | MANITOWISH WATERS | WI | 54545 | N/A | PC | GENERAL SUPPORT | $1,500 | |
| TAHOE CONNECTIONS FOR FAMILIES | ||||||||
| PO BOX 3074 | INCLINE VILLAGE | NV | 89451 | N/A | PC | GENERAL SUPPORT | $750 | |
| TAHOE RIM TRAIL | ||||||||
| PO BOX 3267 | STATELINE | NV | 89449 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| GRATEFUL HEARTS MANCHESTER | ||||||||
| PO BOX 337 | DORSET | VT | 05251 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| MANCHESTER HISTORICAL SOCIETY | ||||||||
| PO BOX 363 | MANCHESTER | VT | 05254 | N/A | PC | GENERAL SUPPORT | $25,000 | |
| FRIENDS OF HILDENE | ||||||||
| PO BOX 377 | MANCHESTER | VT | 05254 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| DORSET VILLAGE LIBRARY | ||||||||
| PO BOX 38 | DOREST | VT | 05251 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| BOULDER JUNCTION VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 395 | BOULDER JUNCTION | WI | 545120395 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BLOOD CANCER UNITED | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| BENNINGTON COUNTY CHORAL SOCIETY | ||||||||
| PO BOX 44 | BENNINGTON | VT | 05201 | N/A | PC | GENERAL SUPPORT | $3,500 | |
| CRESTED BUTTE SEARCH AND RESCUE | ||||||||
| PO BOX 485 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $8,000 | |
| DORSET THEATRE FESTIVAL | ||||||||
| PO BOX 510 | DORSET | VT | 05251 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| DORSET HISTORICAL SOCIETY | ||||||||
| PO BOX 52 | DORSET | VT | 05251 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| BARTON FOUNDATION | ||||||||
| PO BOX 529 | ZEPHYR COVE | NV | 89448 | N/A | PC | GENERAL SUPPORT | $1,089 | |
| PARADISE ANIMAL WELFARE SOCIETY | ||||||||
| PO BOX 531 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $500 | |
| DIAMOND PEAK SKI EDUCATION FOUNDATION | ||||||||
| PO BOX 5591 | INCLINE VILLAGE | NV | 89450 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| CRESTED BUTTE SNOWSPORTS FOUNDATION | ||||||||
| PO BOX 56 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| SOUTHERN VERMONT ARTS CENTER INC | ||||||||
| PO BOX 617 | MANCHESTER | VT | 05254 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| THUNDERBIRD PRESERVATION SOCIETY | ||||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| NOFA-VT | ||||||||
| PO BOX 697 | RICHMOND | VT | 05477 | N/A | PC | GENERAL SUPPORT | $500 | |
| GUNNISON COUNTRY FOOD PANTRY | ||||||||
| PO BOX 7077 | GUNNISON | CO | 81230 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE TAHOE FUND | ||||||||
| PO BOX 7124 | TAHOE CITY | CA | 96145 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| EL DORADO COUNTY SEARCH AND RESCUE | ||||||||
| PO BOX 721 | PLACERVILLE | CA | 95667 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| WINDSONG CLEVELAND'S FEMINIST CHORUS | ||||||||
| PO BOX 771212 | CLEVELAND | OH | 44107 | N/A | PC | GENERAL SUPPORT | $2,000 | |
| CRESTED BUTTE MOUNTAIN BIKE ASSOCIATION | ||||||||
| PO BOX 782 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| TAHOE HERITAGE | ||||||||
| PO BOX 8586 | SOUTH LAKE TAHOE | CA | 96158 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| MERCK FOREST & FARMLAND CENTER | ||||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PC | GENERAL SUPPORT | $500 | |
| THE COMMUNITY FOOD CUPBOARD | ||||||||
| PO BOX 864 | MANCHESTER CENTER | VT | 05255 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL MS SOCIETY | ||||||||
| PO BOX 91891 | WASHINGTON | DC | 200901891 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| DORSET EQUINE RESCUE | ||||||||
| PO BOX 92 EAST | DORSET | VT | 05253 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN RIVERS | ||||||||
| PO BOX 96158 | WASHINGTON | DC | 200777106 | N/A | PC | GENERAL SUPPORT | $50,000 | |
| AMERICAN FARMLAND TRUST | ||||||||
| PO BOX 96982 | WASHINGTON | DC | 200777048 | N/A | PC | GENERAL SUPPORT | $9,000 | |
| CRESTED BUTTE NORDIC CENTER | ||||||||
| PO BOX 1269 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $7,500 | |
| CRESTED BUTTE NORDIC CENTER | ||||||||
| PO BOX 1269 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $5,000 | |
| ADAPTIVE SPORTS CENTER | ||||||||
| PO BOX 1639 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $250 | |
| UNION CONGREGATIONAL CHURCH | ||||||||
| PO BOX 726 | CRESTED BUTTE | CO | 81224 | N/A | PC | GENERAL SUPPORT | $500 | |
| SOUTHWESTERN VERMONT MEDICAL CENTER | ||||||||
| 100 HOSPITAL DRIVE SUITE 41 | BENNINGTON | VT | 05201 | N/A | PC | GENERAL SUPPORT | $1,000 | |
| VERMONT WOMEN'S FUND | ||||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | N/A | PC | GENERAL SUPPORT | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $409,589 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $112,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $791,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $903,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $903,790 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,095 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,095 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS | StockNm |
| EOY Book Value | $3,227,332 | EOYBookValueAmt |
| EOYFMV | $5,415,269 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VOIDED UNCASHED CHECKS | Desc |
| Amt | $4,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $29,536 | Amt |
| Net Investment Income | $29,536 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments