Civic Intelligence

Five Twenty Five Foundation Inc C/O P William Polk Jr

990PF • Fiscal year 2016 • EIN 03-6016000

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile
95 Poplar DriveShelburne, VT 05482

(802) 362-2101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

7th percentile

-106%

Higher net margin than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

34th percentile

-5.6%

Faster asset growth than 34% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

120%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$80,702

Down $4,814 (-5.6%) from 2015

Net Assets

Down

$80,702

Down $4,814 (-5.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin7th percentile

Revenue

Up

$4,481

Up $2,448 (+120%) from 2015

Expenses

Up

$9,239

Up $1,212 (+15%) from 2015

Net Income

Up

-$4,758

Up $1,236 (+21%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2010: $114,156Liabilities 2010: $0Net Assets 2010: $114,1562010Assets 2011: $112,845Liabilities 2011: $02011Assets 2012: $101,305Liabilities 2012: $0Net Assets 2012: $101,3052012Assets 2013: $95,785Liabilities 2013: $0Net Assets 2013: $95,7852013Assets 2014: $91,570Liabilities 2014: $0Net Assets 2014: $91,5702014Assets 2015: $85,516Liabilities 2015: $0Net Assets 2015: $85,5162015Assets 2016: $80,702Liabilities 2016: $0Net Assets 2016: $80,7022016Assets 2017: $78,316Liabilities 2017: $0Net Assets 2017: $78,3162017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2016

Assets$80,702
Liabilities$0
Net Assets$80,702
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $9,2062010Revenue 2011: $9,265Expenses 2011: $10,475Net Income 2011: -$1,2102011Expenses 2012: $16,7132012Revenue 2013: $9,888Expenses 2013: $14,307Net Income 2013: -$4,4192013Revenue 2014: $3,817Expenses 2014: $7,993Net Income 2014: -$4,1762014Revenue 2015: $2,033Expenses 2015: $8,027Net Income 2015: -$5,9942015Revenue 2016: $4,481Expenses 2016: $9,239Net Income 2016: -$4,7582016Revenue 2017: $3,738Expenses 2017: $6,050Net Income 2017: -$2,3122017Revenue 2018: -$2,701Expenses 2018: $146,773Net Income 2018: -$149,4742018

Highlighted filing

2016

Revenue$4,481
Expenses$9,239
Net Income-$4,758
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
P WILLIAM POLK JRPresident-$0--
NANCY C POLKVP-$0--
Filing and Contact Details

Filer

Filer Name
Five Twenty Five Foundation Inc
EIN
03-6016000
Address
95 POPLAR DRIVE, SHELBURNE, VT 05482

Signing Officer

Name
P William Polk Jr
Title
President
Phone
8029850121
Signed
2017-05-09

Preparer

Firm
Misasi & Misasi
Address
1148 ROUTE 30, DORSET, VT 05251
Preparer
Steven Misasi CPA
Phone
8023622101
Raw XML Appendix355 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt0800
AccountingFeesSchedule/AccountingFeesDetail/Amt0800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0800
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt03748
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt16368
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt210716
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt38287
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt43306
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt58779
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt67845
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt76259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt88923
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt910185
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt04434
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt114610
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt29480
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt314508
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt43022
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt518642
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt611616
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt78408
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt816014
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt920350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0BAXTER INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BAXALTA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CANADIAN OIL SANDS TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DWS RREEF REAL ESTATE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7INTEL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8ISHARES SILVER TRUST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10PEOPLES UNITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11PROCTOR & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13XCEL ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt03604
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0875
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt03606
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0875
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04481
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt02806
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt08335
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt08335
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03604
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03604
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03604
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4758
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03917
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0875
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03681
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03606
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt08439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt09239
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt04481
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04481
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0104
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0904
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03042
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BAXALTA INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-04-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0875
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4758
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt056
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt080758
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt085516
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt080702
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06081
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt06081
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt06081
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt06155
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt074
IRS990PF/DistributableAmountGrp/TotalTaxAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt074
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt074
IRS990PF/FMVAssetsEOYAmt0127368
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03293
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02995
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02993
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt077452
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt074416
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0121084
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt085516
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt080702
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt04771
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt03291
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt03291
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt085516
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt080702
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0127368
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt085516
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt080702
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt085516
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt080702
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0124965
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt07178
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0117787
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01874
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06155
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0123091
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0124965
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0P WILLIAM POLK JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY C POLK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt095 POPLAR DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt195 POPLAR DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SHELBURNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SHELBURNE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005482
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105482
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010950
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010987
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07250
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt07161
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt013833
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt010017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.088959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.061558
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.059354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.114802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.131135
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.077947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt037
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0123091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0117775
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0120648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0120494
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0123605
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0128510
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt08439
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.444796
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt08439
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt08439
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt08439
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0P WILLIAM POLK JR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt095 POPLAR DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SHELBURNE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005482
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08029850121
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CHARITABLE ACTIVITIES FOR THE YEAR INCLUDED THE SUPPORT OF OTHER CHARITABLE ORGANIZATIONS. CONTRIBUTIONS AND GRANTS WERE MADE TO 24 SUCH ORGANIZATIONS
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32185
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt62000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ANNUAL FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3OPERATING FUNDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PRESERVATION TRUST OF VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1CHAMP ADAPTIVE MOUNTED PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2BEMENT SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ALL OTHER CONT UNDER 250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4WAKE ROBIN CORP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5DEERFIELD ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6WILLIAMS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0104 CHURCH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt157 EAST SHORE RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 65
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4200 WAKE ROBIN DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6880 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SO HERO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LONDONDERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SHELBURNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DEERFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6WILLIAMSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105486
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd201342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305148
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd405482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd501342
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd601267
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08335
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06081
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06081
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01189
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03685
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022971
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02358
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01189
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07886
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08439
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02358
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt026656
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024298
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt056
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL EXCISE TAX ON INVESTMENT INCOME
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EQUIPMENT & REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0104
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0104
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0P WILLIAM POLK JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08029850121
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIVE TWENTY FIVE FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O P WILLIAM POLK JR
ReturnHeader/Filer/BusinessNameControlTxt0FIVE
ReturnHeader/Filer/EIN0036016000
ReturnHeader/Filer/USAddress/AddressLine1Txt095 POPLAR DRIVE
ReturnHeader/Filer/USAddress/CityNm0SHELBURNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId011D08EB2F5BE2EC3AE7D51D9233745753A7734C1
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0857A3D82B917E64ED5128A3ED64A28E74E74947D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203662593
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MISASI & MISASI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01148 ROUTE 30
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DORSET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005251
ReturnHeader/PreparerPersonGrp/PhoneNum08023622101
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN MISASI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T10:22:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,702
Liabilities
$0
Net assets
$80,702
Revenue
$4,481
Expenses
$9,239
Net income
-$4,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.03$1.47$1.49
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.02$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.04$0.08$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.10$0.14$0.04
2012Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.17
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$0.09$0.10$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.09