Civic Intelligence

Lydia B Stokes Foundation

990PF • Fiscal year 2022 • EIN 21-6016107

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 18, 2023

Organization Profile
PO Box 38Vergennes, VT 05491

(802) 870-7086

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

86th percentile

48%

Higher net margin than 86% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

33rd percentile

$5,000

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

65th percentile

4.9%

Faster asset growth than 65% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

386%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,191,624

Up $240,793 (+4.9%) from 2021

Net Assets

Up

$5,191,624

Up $240,793 (+4.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin86th percentile

Revenue

Up

$1,224,435

Up $972,345 (+386%) from 2021

Expenses

Up

$632,652

Up $227,940 (+56%) from 2021

Net Income

Up

$591,783

Up $744,405 (+488%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,429,852Liabilities 2012: $02012Assets 2013: $5,708,066Liabilities 2013: $0Net Assets 2013: $5,708,0662013Assets 2014: $5,104,893Liabilities 2014: $0Net Assets 2014: $5,104,8932014Assets 2015: $5,332,568Liabilities 2015: $0Net Assets 2015: $5,332,5682015Assets 2016: $5,309,448Liabilities 2016: $0Net Assets 2016: $5,309,4482016Assets 2017: $5,444,100Liabilities 2017: $0Net Assets 2017: $5,444,1002017Assets 2018: $5,564,511Liabilities 2018: $0Net Assets 2018: $5,564,5112018Assets 2019: $5,578,948Liabilities 2019: $0Net Assets 2019: $5,578,9482019Assets 2020: $5,103,453Liabilities 2020: $0Net Assets 2020: $5,103,4532020Assets 2021: $4,950,831Liabilities 2021: $0Net Assets 2021: $4,950,8312021Assets 2022: $5,191,624Liabilities 2022: $0Net Assets 2022: $5,191,6242022Assets 2023: $4,711,640Liabilities 2023: $0Net Assets 2023: $4,711,6402023Assets 2024: $3,609,749Liabilities 2024: $0Net Assets 2024: $3,609,7492024

Highlighted filing

2022

Assets$5,191,624
Liabilities$0
Net Assets$5,191,624
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2012: $72,819Expenses 2012: $234,066Net Income 2012: -$161,2472012Expenses 2013: $315,8662013Revenue 2014: $515,726Expenses 2014: $426,895Net Income 2014: $88,8312014Revenue 2015: $747,338Expenses 2015: $519,663Net Income 2015: $227,6752015Revenue 2016: $483,908Expenses 2016: $507,028Net Income 2016: -$23,1202016Revenue 2017: $729,678Expenses 2017: $595,026Net Income 2017: $134,6522017Revenue 2018: $755,680Expenses 2018: $635,269Net Income 2018: $120,4112018Revenue 2019: $596,082Expenses 2019: $581,645Net Income 2019: $14,4372019Revenue 2020: $103,543Expenses 2020: $579,038Net Income 2020: -$475,4952020Revenue 2021: $252,090Expenses 2021: $404,712Net Income 2021: -$152,6222021Revenue 2022: $1,224,435Expenses 2022: $632,652Net Income 2022: $591,7832022Revenue 2023: $211,678Expenses 2023: $691,662Net Income 2023: -$479,9842023Revenue 2024: $155,445Expenses 2024: $1,257,336Net Income 2024: -$1,101,8912024

Highlighted filing

2022

Revenue$1,224,435
Expenses$632,652
Net Income$591,783
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 18, 2023
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy V DerenCo-TrusteePT$5,000-$5,000
Thomas R WillitsCo-TrusteePT$5,000-$5,000
Thalia VenerableCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantWestern Landowners AllianceGeneral OperationsPCSanta Fe, NM, US$175,000
Paid GrantForage IncGeneral Supportfor Working FoodPCGainesville, FL, US$75,000
Paid GrantThe Food Bank of Western MassachusettsGeneral SupportPCHatfield, MA, US$30,000
Paid GrantFranklin County CDCPV GrowsInvestment FundPCGreenfield, MA, US$25,000
Paid GrantCultural Arts CoalitionGeneral SupportPCGainesville, FL, US$23,000
Paid GrantNew Mexico Farmers Marketing AssociationGeneral SupportPCSanta Fe, NM, US$20,000
Paid GrantQuivira CoalitionGeneral SupportPCSanta Fe, NM, US$15,000
Paid GrantGreater Duval Neighborhood AssociationGeneral SupportPCGainesville, FL, US$14,000
Paid GrantPositive Futures NetworkYES! MagazineGeneral SupportPCBainbridge Island, WA, US$14,000
Paid GrantCISAGeneral SupportPCSouth Deerfield, MA, US$12,500
Paid GrantGaining GroundGeneral SupportPCConcord, MA, US$12,000
Paid GrantFibershedGeneral SupportPCSan Geronimo, CA, US$10,000
Paid GrantLocal Enterprise Assistance FundGeneral SupportPCBoston, MA, US$10,000
Paid GrantNational Young Farmers CoalitionGeneral SupportPCHudson, NY, US$10,000
Paid GrantPlanned Parenthood of the Rocky MountainsGeneral SupportPCDenver, CO, US$10,000
Paid GrantRebuilding Together North Central FloridaCommunityWeatherizationCoalitionPCGainesville, FL, US$10,000
Paid GrantSterling CollegeGeneral SupportPCCraftsbury Common, VT, US$10,000
Paid Grant-General OperationsPCBrattleboro, VT, US$10,000
Paid GrantAmerican Friends Service CommitteeNew Mexico Peopleof the Land ProgramPCPhiladelphia, PA, US$8,000
Paid GrantHolistic Management InternationalGeneral SupportPCAlbuquerque, NM, US$8,000
Paid GrantMain Street ProjectGroup Loan FundPCNorthfield, MN, US$8,000
Paid GrantPost Carbon InstituteGeneral SupportPCSanta Rosa, CA, US$8,000
Paid GrantGrow Food NorthamptonGeneral Operations& Valley Grows DaysPCFlorence, MA, US$7,500
Paid GrantThird Sector New EnglandGardening theComminityPCBoston, MA, US$5,000
Paid GrantUniversity of New Hampshire FoundationGeneral SupportPCDurham, NH, US$5,000
Paid GrantForage IncChef EmpowermentPCGainesville, FL, US$4,600
Paid GrantGreater Duval Neighborhood AssociationFirst CommunityCDCPCGainesville, FL, US$3,000
Paid GrantQuivira Coalition2021 RegenerativeConferencePCSanta Fe, NM, US$2,500
Filing and Contact Details

Filer

Filer Name
Lydia B Stokes Foundation
EIN
21-6016107
Phone
8028707086
Address
PO Box 38, Vergennes, VT 05491

Signing Officer

Name
Nancy V Deren
Title
Trustee
Phone
8028707086
Signed
2023-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7Hannon Armstrong
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8Healthcare Trust of America Inc. REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9Healthpeak Properties Inc. REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Income & Impact Fund LLC
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0229
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0573592
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0700979
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07332
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt013532
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt020869
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt072850
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt072851
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt033687
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt035687
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0113
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0113
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03929
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0561081
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt068570
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0632652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0769549
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01224435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt015981
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt068570
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt087552
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt04070
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt01599
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt05965
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AdjustedBasisAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0235619
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt181010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/DepreciationAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/ExcessFMVOverAdjustedBssAmt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/FMVAsOf123169Amt10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0258448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1315144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0258448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1315144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0494067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1396154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0573592
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0591783
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0350990
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05542614
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt04950831
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05191624
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0259485
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0259485
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0259485
IRS990PF/DistributableAmountGrp/IncomeTaxAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0269229
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09744
IRS990PF/DistributableAmountGrp/TotalTaxAmt09744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt012000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnOverpaymentAmt0-15982
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06238
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09744
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt015982
IRS990PF/FMVAssetsEOYAmt05242274
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0300025
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0550050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0543328
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01280968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01437926
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01466720
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0148621
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0146763
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0146763
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02579280
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02571576
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02600844
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt04950831
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05191624
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0641937
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0384937
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0384937
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt04950831
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05191624
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt05242274
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt04950831
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05191624
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt04950831
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05191624
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0100372
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt099682
IRS990PF/MethodOfAccountingOtherInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05466569
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0374813
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05091756
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt081999
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0269229
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05384570
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt05466569
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt05000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt15000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Nancy V Deren
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Thomas R Willits
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Thalia Venerable
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Co-Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0206 Main Street Suite 20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1206 Main Street Suite 20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2206 Main Street Suite 20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Vergennes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Vergennes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Vergennes
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd205491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0561081
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0561081
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,191,624
Liabilities
$0
Net assets
$5,191,624
Revenue
$1,224,435
Expenses
$632,652
Net income
$591,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.16$1.26$1.10
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.21$0.69$0.48
2022Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$1.22$0.63$0.59
2021Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.25$0.40$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.10$0.58$0.48
2019Detailed filing. Detailed filing data is available for this year.$5.58$0.00$5.58$0.60$0.58$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.76$0.64$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.44$0.00$5.44$0.73$0.60$0.13
2016Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.48$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.75$0.52$0.23
2014Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.52$0.43$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.32
2012Summary only. Only limited summary data is available for this year.$3.43$0.00$0.07$0.23$0.16