Civic Intelligence

Harry W & Jo-Ann D Wallace Charitable Foundation

990PF • Fiscal year 2018 • EIN 22-3443319

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 31, 2019

Organization Profile
PO Box 2282So Burlington, VT 05407

(617) 742-2150

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

4th percentile

-124%

Higher net margin than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

46th percentile

$8,750

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

94th percentile

65%

Faster asset growth than 94% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

100th percentile

152879%

Faster revenue growth than 100% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$3,399,986

Up $1,341,797 (+65%) from 2017

Net Assets

Up

$3,399,986

Up $1,593,807 (+88%) from 2017

Liabilities

Down

$0

Down $252,010 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin4th percentile

Revenue

Up

$87,198

Up $87,141 (+152879%) from 2017

Expenses

Up

$194,908

Up $81,869 (+72%) from 2017

Net Income

Up

-$107,710

Up $5,272 (+4.7%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,509,472Liabilities 2010: $0Net Assets 2010: $1,509,4722010Assets 2011: $1,565,345Liabilities 2011: $0Net Assets 2011: $1,565,3452011Assets 2012: $1,712,533Liabilities 2012: $0Net Assets 2012: $1,712,5332012Assets 2013: $1,866,110Liabilities 2013: $133,914Net Assets 2013: $1,732,1962013Assets 2014: $1,945,893Liabilities 2014: $200,870Net Assets 2014: $1,745,0232014Assets 2015: $2,011,294Liabilities 2015: $200,870Net Assets 2015: $1,810,4242015Assets 2016: $2,069,308Liabilities 2016: $200,870Net Assets 2016: $1,868,4382016Assets 2017: $2,058,189Liabilities 2017: $252,010Net Assets 2017: $1,806,1792017Assets 2018: $3,399,986Liabilities 2018: $0Net Assets 2018: $3,399,9862018Assets 2019: $3,290,511Liabilities 2019: $02019Assets 2020: $3,481,683Liabilities 2020: $0Net Assets 2020: $3,481,6832020Assets 2021: $3,358,068Liabilities 2021: $0Net Assets 2021: $3,358,0682021Assets 2022: $3,206,190Liabilities 2022: $0Net Assets 2022: $3,206,1902022Assets 2023: $3,102,153Liabilities 2023: $0Net Assets 2023: $3,102,1532023Assets 2024: $2,982,046Liabilities 2024: $0Net Assets 2024: $2,982,0462024

Highlighted filing

2018

Assets$3,399,986
Liabilities$0
Net Assets$3,399,986
Open 2018 Filing

Operations Trend

Revenue Growth100th percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $133,9142010Expenses 2011: $133,9142011Expenses 2012: $133,9142012Revenue 2013: $43Expenses 2013: $133,914Net Income 2013: -$133,8712013Revenue 2014: $47Expenses 2014: $56,772Net Income 2014: -$56,7252014Revenue 2015: $42Expenses 2015: $0Net Income 2015: $422015Revenue 2016: $37Expenses 2016: $0Net Income 2016: $372016Revenue 2017: $57Expenses 2017: $113,039Net Income 2017: -$112,9822017Revenue 2018: $87,198Expenses 2018: $194,908Net Income 2018: -$107,7102018Revenue 2019: $96,423Expenses 2019: $205,575Net Income 2019: -$109,1522019Revenue 2020: $420,015Expenses 2020: $234,587Net Income 2020: $185,4282020Revenue 2021: $80,795Expenses 2021: $194,303Net Income 2021: -$113,5082021Revenue 2022: $76,683Expenses 2022: $228,506Net Income 2022: -$151,8232022Revenue 2023: $80,884Expenses 2023: $188,316Net Income 2023: -$107,4322023Revenue 2024: $70,972Expenses 2024: $190,806Net Income 2024: -$119,8342024

Highlighted filing

2018

Revenue$87,198
Expenses$194,908
Net Income-$107,710
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter SorgiTrustee-$8,750-$8,750
Stephen H LockeTrustee-$8,750-$8,750
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUniversity of AlabamaResearchPublic CharityBirmingham, AL, US$35,000
Paid GrantCottonwood Montessori SchoolPrograms and upkeepPublic CharityCorrales, NM, US$35,000
Paid GrantWounded Warrior ProjectPrograms and supportPublic CharityTopeka, KS, US$15,000
Paid GrantFood for the Poor IncSuppliesPublic CharityCoconut Creek, FL, US$10,000
Paid GrantTravis Roy FoundationSupportPublic CharityBoston, MA, US$10,000
Paid GrantMake A WishProgramsPublic CharityWashington, DC, US$10,000
Paid GrantBig Brother Big SisterProgramsPublic CharityBrattleboro, VT, US$5,000
Paid GrantRonald McDonald House of South FloridaSupportPublic CharityMiami, FL, US$5,000
Paid GrantRonald McDonald HouseSupportPublic CharityBurlington, VT, US$5,000
Paid GrantSalvation ArmySupportPublic CharityBurlington, VT, US$5,000
Paid GrantCentral VT Council on AgingProgramsPublic CharityBarre, VT, US$5,000
Paid GrantVisiting Nurse AssociationSupportPublic CharityColchester, VT, US$5,000
Paid GrantVisiting Nurse AssociationSupportPublic CharityStuart, FL, US$5,000
Paid GrantMultiple SclerosisSupportPublic CharityWilliston, VT, US$5,000
Paid GrantMultiple SclerosisSupportPublic CharityFtLauderdale, FL, US$5,000
Paid GrantCystic FibrosisSupportPublic CharityFtLauderdale, FL, US$5,000
Paid GrantUSOSuppliesPublic CharityWashington, DC, US$5,000
Paid GrantRed CrossSupplies and supportPublic CharityMiami, FL, US$5,000
Filing and Contact Details

Filer

Filer Name
Harry W & Jo-Ann D Wallace
EIN
22-3443319
Phone
6177422150
Address
PO Box 2282, So Burlington, VT 05407

Signing Officer

Name
Peter Sorgi
Title
Trustee
Phone
6177422150
Signed
2019-07-31

Preparer

Firm
Sullivan Sorgi and Dimmock LLP
Address
6 Beacon Street Suite 1010, Boston, MA 02108
Preparer
Peter Sorgi
Phone
6177422150
Raw XML AppendixShowing 400 of 611 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.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Mass Mutual Life Ins. - Settlement
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14 shs. AON
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212 shs. BSX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3136 shs. CIOXY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc448 shs. DBOEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc52 shs. LLY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6116 shs. FSNUY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc793 shs. HBI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc821 shs. LRLCY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc95 shs. TAP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1077 shs. RLGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1118 shs. SLB
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1214 shs. SGSOY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1319 shs. SHPGZ
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc144 shs. SNA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1511 shs. UN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc168 shs. ZTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc172 shs. MMM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-08-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92018-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102018-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132018-12-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142018-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152018-12-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162018-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172018-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-48
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-107710
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt02588
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01704105
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03402574
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01806179
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03399986
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0171057
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0171057
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0171057
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171800
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0743
IRS990PF/DistributableAmountGrp/TotalTaxAmt0743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02557
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01814
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0743
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02557
IRS990PF/FMVAssetsEOYAmt03401914
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01686272
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03390341
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt02
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01564288
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01575050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01528642
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01519808
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt0252010
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02047455
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt011820
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt011820
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0119907
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt09645
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt010732
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0295237
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0295237
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02058189
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03399986
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03401914
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0252010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02058189
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03399986
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01806179
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03399986
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03488317
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt03230412
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0257905
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052325
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171800
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03435992
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03488317
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt08750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt18750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Peter Sorgi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Stephen H Locke
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt06 Beacon Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O Box 2282
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Boston
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1So Burlington
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0021083817
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd105407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt087467
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt088210
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0113000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0133914
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.025456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054218
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.000209
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.072855
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03435992
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02084160
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02038251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01981107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01912503
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01838099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0182000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.127282
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0181257
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0182000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0743
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0182000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt03
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Interest on bank deposits
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Peter Sorgi Trustee
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06 Beacon Street 1010
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Boston
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0021083817
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06177422150
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt435000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt635000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt75000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt85000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt135000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt155000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt175000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6Programs and upkeep
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Supplies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt12Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt13Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt14Programs and support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt15Supplies
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt16Programs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt17Supplies and support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Big Brother Big Sister
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Ronald McDonald House of South Florida
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Ronald McDonald House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Salvation Army
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4University of Alabama
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Central VT Council on Aging
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6Cottonwood Montessori School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7Visiting Nurse Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8Visiting Nurse Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9Food for the Poor Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10Travis Roy Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11Multiple Sclerosis
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12Multiple Sclerosis

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,399,986
Liabilities
$0
Net assets
$3,399,986
Revenue
$87,198
Expenses
$194,908
Net income
-$107,710
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.07$0.19$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.08$0.19$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.08$0.23$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.08$0.19$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.42$0.23$0.19
2019Summary only. Only limited summary data is available for this year.$3.29$0.00$0.10$0.21$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.09$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.25$1.81$0.00$0.11$0.11
2016Detailed filing. Detailed filing data is available for this year.$2.07$0.20$1.87$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.01$0.20$1.81$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.20$1.75$0.00$0.06$0.06
2013Detailed filing. Detailed filing data is available for this year.$1.87$0.13$1.73$0.00$0.13$0.13
2012Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.13