efile Public Visual Render
Submission Date - 2016-08-11
TIN: 45-5204475
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Information about Form 990-PF and its instructions is at
www.irs.gov/form990pf
.
OMB No. 1545-0052
20
15
Open to Public Inspection
For calendar year 2015, or tax year beginning
01-01-2015
, and ending
12-31-2015
Name of foundation
SEVENTH GENERATION FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)
60 LAKE STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BURLINGTON
,
VT
05401
A Employer identification number
45-5204475
B
Telephone number (see instructions)
(802) 658-3773
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here .............
2.
Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year
(from Part II, col. (c),
line 16)
$
4,686
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
190,595
2
Check
Sch. B
.............
3
Interest on savings and temporary cash investments
4
Dividends and interest from securities
...
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
b
Gross sales price for all assets on line 6a
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
190,595
0
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,000
0
2,000
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
2,351
0
1,176
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
6,351
0
3,176
25
Contributions, gifts, grants paid
.......
231,601
231,601
26
Total expenses and disbursements.
Add lines 24 and 25
237,952
0
234,777
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-47,357
b
Net investment income
(if negative, enter -0-)
0
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2015)
Form 990-PF (2015)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cashnon-interest-bearing
.............
53,043
4,686
4,686
2
Savings and temporary cash investments
.........
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
InvestmentsU.S. and state government obligations (attach schedule)
b
Investmentscorporate stock (attach schedule)
.......
c
Investmentscorporate bonds (attach schedule)
.......
11
Investmentsland, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investmentsmortgage loans
.............
13
Investmentsother (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filerssee the
instructions. Also, see page 1, item I)
53,043
4,686
4,686
17
Accounts payable and accrued expenses
..........
5,000
4,000
18
Grants payable
..................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
5,000
4,000
Foundations that follow SFAS 117, check here
and complete lines 24 through 26 and lines 30 and 31.
24
Unrestricted
..................
25
Temporarily restricted
...............
26
Permanently restricted
...............
Foundations that do not follow SFAS 117, check here
and complete lines 27 through 31.
27
Capital stock, trust principal, or current funds
........
0
0
28
Paid-in or capital surplus, or land, bldg., and equipment fund
0
0
29
Retained earnings, accumulated income, endowment, or other funds
48,043
686
30
Total net assets or fund balances
(see instructions)
.....
48,043
686
31
Total liabilities and net assets/fund balances
(see instructions)
.
53,043
4,686
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of yearPart II, column (a), line 30 (must agree with end-of-year figure reported on prior years return)
...............
1
48,043
2
Enter amount from Part I, line 27a
.....................
2
-47,357
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
686
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)Part II, column (b), line 30
.
6
686
Form
990-PF
(2015)
Form 990-PF (2015)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
PPurchase
DDonation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2014
185,681
89,750
2.068869
2013
159,902
84,599
1.890117
2012
148,635
1,936
76.774277
2011
2010
2
Total
of line 1, column (d)
.....................
2
80.733263
3
Average distribution ratio for the 5-year base perioddivide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
.
.
.
3
26.911088
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5
.....
4
47,772
5
Multiply line 4 by line 3
......................
5
1,285,596
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
0
7
Add lines 5 and 6
........................
7
1,285,596
8
Enter qualifying distributions from Part XII, line 4
.............
8
234,777
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2015)
Form 990-PF (2015)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948see page 18 of the instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessarysee instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
0
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
0
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
0
6
Credits/Payments:
a
2015 estimated tax payments and 2014 overpayment credited to 2015
6a
b
Exempt foreign organizationstax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
0
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
0
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2015 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
No
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
VT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2015)
Form 990-PF (2015)
Page
5
Part VII-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions)
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement (see instructions)
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
SEVENTHGENERATION.COM
14
The books are in care of
PENNY JOHNSON
Telephone no.
(802) 658-3773
Located at
60 LAKE STREET
BURLINGTON
VT
ZIP+4
05401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
Check here
.......
and enter the amount of tax-exempt interest received or accrued during the year
......
15
16
At any time during calendar year 2015, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
16
No
See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)?
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2015?
.............
1c
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2015, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2015?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the years undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statementsee instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2015 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2015.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2015?
4b
No
Form
990-PF
(2015)
Form 990-PF (2015)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(Continued)
5a
During the year did the foundation pay or incur any amount to:
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? (see instructions)
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)?
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.49455(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If yes, did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
Form
990-PF
(2015)
Form 990-PF (2015)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
ASHLEY ORGAIN
EXECUTIVE DIRECTOR/ PRESID
5.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
CHRIS LYON
SECRETARY
1.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
HEATHER DODGE
TREASURER
1.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
CRYSTAL DUNCAN
DIRECTOR
1.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
KAY GEBHARDT
CHAIR
1.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
PETER GRAHAM
DIRECTOR
1.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
JOHN REPLOGLE
DIRECTOR
1.00
0
0
0
60 LAKE STREET
BURLINGTON
,
VT
05401
2
Compensation of five highest-paid employees (other than those included on line 1see instructions). If none, enter NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundations four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2015)
Form 990-PF (2015)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations,see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
0
b
Average of monthly cash balances
.......................
1b
48,499
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
48,499
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
48,499
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
727
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
47,772
6
Minimum investment return.
Enter 5% of line 5
..................
6
2,389
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
2,389
2a
Tax on investment income for 2015 from Part VI, line 5
......
2a
b
Income tax for 2015. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
2,389
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
2,389
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
2,389
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.total from Part I, column (d), line 26
..........
1a
234,777
b
Program-related investmentstotal from Part IX-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
234,777
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b (see instructions)
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
234,777
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2015)
Form 990-PF (2015)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2014
(c)
2014
(d)
2015
1
Distributable amount for 2015 from Part XI, line 7
2,389
2
Undistributed income, if any, as of the end of 2015:
a
Enter amount for 2014 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2015:
a
From 2010
......
b
From 2011
......
c
From 2012
......
148,635
d
From 2013
......
155,672
e
From 2014
......
181,193
f
Total
of lines 3a through e
........
485,500
4
Qualifying distributions for 2015 from Part
XII, line 4:
$
234,777
a
Applied to 2014, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election requiredsee instructions)
.....
0
c
Treated as distributions out of corpus (Election
requiredsee instructions)
........
0
d
Applied to 2015 distributable amount
.....
2,389
e
Remaining amount distributed out of corpus
232,388
5
Excess distributions carryover applied to 2015.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
717,888
b
Prior years undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
see instructions
...........
0
e
Undistributed income for 2014. Subtract line
4a from line 2a. Taxable amountsee
instructions
.............
0
f
Undistributed income for 2016. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2015
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2010 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2016.
Subtract lines 7 and 8 from line 6a
......
717,888
10
Analysis of line 9:
a
Excess from 2011
....
b
Excess from 2012
....
148,635
c
Excess from 2013
....
155,672
d
Excess from 2014
....
181,193
e
Excess from 2015
....
232,388
Form
990-PF
(2015)
Form 990-PF (2015)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2015, enter the date of the ruling
.......
2012-03-23
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2015
(b)
2014
(c)
2013
(d)
2012
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
Assets" alternative testenter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
Endowment" alternative test enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
Support" alternative testenter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the yearsee instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2015)
Form 990-PF (2015)
Page
11
Part XV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AIS FOUNDATION
1275 K STREET NW SUITE 250
WASHINGTON
,
DC
20005
501(C)3
TO MATCH EMPLOYEE GIFT
30
AMERICAN CANCER SOCIETY
250 WILLIAMS ST NW
ATLANTA
,
GA
303031002
501(C)3
TO MATCH EMPLOYEE GIFT
135
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE
DALLAS
,
TX
752314596
501(C)3
TO MATCH EMPLOYEE GIFT
25
AMERICAN SUSTAINABLE BUSINESS COUNCIL
45 W 36TH ST 6TH FLOOR
NEW YORK
,
NY
10018
501(C)3
TO PROVIDE FUNDS FOR COMPANIES FOR SAFER CHEMICALS CAMPAIGN
40,000
BCA
135 CHURCH ST
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
50
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROAD
KANAB
,
UT
84741
501(C)3
TO MATCH EMPLOYEE GIFT
200
BREAST CANCER FUND
1388 SUTTER STREET STE 400
SAN FRANCISCO
,
CA
941095400
501(C)3
TO PROVIDE CAMPAIGN FOR SAFE COSMETICS
30,000
BROOKLINE COMMUNITY HEALTH CENTER
43 GARRISON ROAD
BROOKLINE
,
MA
02445
501(C)3
TO MATCH EMPLOYEE GIFT
50
BROOKS SCHOOL
1160 GREAT POND RD
NORTH ANDOVER
,
MA
01845
501(C)3
TO MATCH EMPLOYEE GIFT
50
BURLINGTON FRIENDS MEETING
173 NORTH PROSPECT STREET
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
100
CAMP SUNSHINE AT SEBAGO LAKE INC
35 ACADIA ROAD
CASCO
,
ME
04015
501(C)3
TO MATCH EMPLOYEE GIFT
50
CAMP TA-KUM-TA
PO BOX 459
SOUTH HERO
,
VT
05486
501(C)3
TO SUPPORT SUMMER PROGRAM 2015 COMMUNITY BUILDING GRANT
5,000
CARSHARE VERMONT
131 ST PAUL ST
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
90
CATAMOUNT OUTDOOR FAMILY CENTER
592 GOVERNOR CHITTENDEN ROAD
WILLISTON
,
VT
05495
501(C)3
TO MATCH EMPLOYEE GIFT
140
CENTER FOR ANIMAL RESEARCH & EDUCATION
245 COUNTY RD 3422
BRIDGEPORT
,
TX
76426
501(C)3
TO MATCH EMPLOYEE GIFT
50
CHITTENDEN EMERGENCY FOOD SHELF
28 N WINOOSKI AVE
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
1,761
CLEAN AND HEALTHY NEW YORK
62 GRAND ST
ALBANY
,
NY
12207
501(C)3
TO SUPPORT JUST GREEN PROMOTES CSPA 2015 SUSTAINABLILTY GRANT
30,000
COALITION TO UNCHAIN DOGS
PO BOX 3259
DURHAM
,
NC
27715
501(C)3
TO MATCH EMPLOYEE GIFT
50
COTS
PO BOX 1616
BURLINGTON
,
VT
05402
501(C)3
2015 COMMUNITY BUILDING GRANT
1,750
DANA FABER CANCER INSTITUTE
10 BROOKLINE PLACE WEST 6TH FLOOR
BROOKLINE
,
MA
02445
501(C)3
TO MATCH EMPLOYEE GIFT
300
DARDEN SCHOOL OF BUSINESS
100 DARDEN BLVD
CHARLOTTESVILLE
,
VA
22903
501(C)3
TO MATCH EMPLOYEE GIFT
50
DRAGONHEART VERMONT INC
PO BOX 65301
BURLINGTON
,
VT
05406
501(C)3
TO MATCH EMPLOYEE GIFT
299
DURHAM RESCUE MISSION
PO BOX 11858
DURHAM
,
NC
27703
501(C)3
TO MATCH EMPLOYEE GIFT
50
EASTERN MAINE HEALTHCARE SYSTEMS
CHARLES A DEAN MEMORIAL HOSPITAL 1
CUMBERLAND ST
BANGOR
,
ME
04402
501(C)3
TO MATCH EMPLOYEE GIFT
150
FAMILY SERVICES OF THE PIEDMONT
WASHINGTON STREET BUILDING 315 EAST
WASHINGTON ST
GREENSBORO
,
NC
27401
501(C)3
TO MATCH EMPLOYEE GIFT
50
FARM & WILDERNESS FOUNDATION INC
263 FARM AND WILDERNESS
PLYMOUTH
,
VT
05056
501(C)3
TO PROVIDE SUPPORT FOR CAMPERSHIP PARTNERSHIP FOR REFUGEE YOUTH IN VT
5,000
FLYNN THEATRE
153 MAIN STREET
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
250
FRIENDS OF GANONDAGAN
PO BOX 113
VICTOR
,
NY
14564
501(C)3
TO MATCH EMPLOYEE GIFT
125
GEORGETOWN UNIVERSITY
PO BOX 571253
WASHINGTON
,
DC
20057
501(C)3
TO MATCH EMPLOYEE GIFT
20
GIRLY GIRL PARTS
PO BOX 1281
EAST SANDWICH
,
MA
02537
501(C)3
TO MATCH EMPLOYEE GIFT
250
GLOBAL ALLIANCE FOR COMMUNITY EMPOWERMENT
PO BOX 12114
OLYMPIA
,
WA
98502
501(C)3
TO MATCH EMPLOYEE GIFT
250
HOPE ANIMAL RESCUE
5008 MILLER DRIVE
DURHAM
,
NC
27704
501(C)3
TO MATCH EMPLOYEE GIFT
50
INFORMED GREEN SOLUTIONS
PO BOX 60
EAST BURKE
,
VT
05832
501(C)3
TO PROVIDE SAFE PRODUCTS FOR VT CHILDCARE
15,000
INSPIRING KIDS INC
C/O AMY NEUMAN PO BOX 890 144
HICKORY HILL RD
NORWICH
,
VT
05055
501(C)3
TO SUPPORT COMMUNITY DAYS AND FUNDS
3,000
INTERVALE CENTER
180 INTERVALE ROAD
BURLINGTON
,
VT
05401
501(C)3
TO STRENGTHEN COMMUNITY FOOD SYSTEMS PROGRAM
2,500
KIDZNOTES
120 MORRIS STREET
DURHAM
,
NC
27701
501(C)3
TO MATCH EMPLOYEE GIFT
50
KITCHEN TABLE CAMPAIGNS
1050 30TH STREET NW
WASHINGTON
,
DC
20007
501(C)3
TO SUPPORT SAFER CHEMICALS FOR HEALTHY FAMILIES
15,000
LAKE CHAMPLAIN COMMUNITY SAILING CENTER
PO BOX 64818
BURLINGTON
,
VT
05406
501(C)3
TO SUPPORT THE ADAPTIVE WATERSPORTS PROGRAM
1,940
LAKE CHAMPLAIN INTERNATIONAL
531 MAIN ST
COLCHESTER
,
VT
05446
501(C)3
TO SUPPORT HEALTHY WATERS HEALTHY CHILDREN PROGRAM
5,000
LAKE CHAMPLAIN MARITIME MUSEUM
4472 BASIN HARBOR RD
VERGENNES
,
VT
05491
501(C)3
TO SUPPORT LAKE ADVENTURE CAMPS SCHOLARSHIP PROGRAM
5,000
LAKE CHAMPLAIN WALDORF SCHOOL
359 TURTLE LANE
SHELBURNE
,
VT
05482
501(C)3
TO MATCH EMPLOYEE GIFT
250
LEAD SAFE AMERICA FOUNDATION
PO BOX 820044
PORTLAND
,
OR
97282
501(C)3
TO MATCH EMPLOYEE GIFT
625
LEUKEMIA & LYMPHOMA SOCIETY
3601 EISENHOWER AVE SUITE 540
ALEXANDRIA
,
VA
22304
501(C)3
TO MATCH EMPLOYEE GIFT
150
LUND FAMILY CENTER
76 GLEN ROAD
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
285
MAMA SAYS HANDLE WITH LOVE
PO BOX 22
EAST MONPELIER
,
VT
05651
501(C)3
TO MATCH EMPLOYEE GIFT
100
MANCHESTER COMMUNITY LIBRARY
138 CEMETERY AVENUE
MANCHESTER CENTER
,
VT
05255
501(C)3
TO MATCH EMPLOYEE GIFT
250
MAYO CLINIC
200 FIRST ST SW
ROCHESTER
,
MN
55905
501(C)3
TO MATCH EMPLOYEE GIFT
50
MDA MUSCLE WALK OF RALEIGH
222 S RIVERSIDE PLAZA SUITE 1500
CHICAGO
,
IL
60606
501(C)3
TO MATCH EMPLOYEE GIFT
20
MERCY CORPS
PO BOX 2669 DEPT W
PORTLAND
,
OR
972082669
501(C)3
TO MATCH EMPLOYEE GIFT
50
MID-OHIO FOOD BANK
3960 BROOKHAM DRIVE
GROVE CITY
,
OH
43123
501(C)3
TO MATCH EMPLOYEE GIFT
250
MOVEMBER FOUNDATION
PO BOX 1595
CULVER CITY
,
CA
90232
501(C)3
TO MATCH EMPLOYEE GIFT
20
NATIONAL MULTIPLE SCLEROSIS SOCIETY
PO BOX 845945
BOSTON
,
MA
022845945
501(C)3
TO MATCH EMPLOYEE GIFT
100
NC STATE STUDENT AID ASSOCIATION
PO BOX 37100
RALEIGH
,
NC
276277100
501(C)3
TO MATCH EMPLOYEE GIFT
250
OXFAM- AMERICA INC
226 CAUSEWAY ST 5TH FLOOR
BOSTON
,
MA
02114
501(C)3
TO MATCH EMPLOYEE GIFT
100
PIKE SCHOOL
34 SUNSET ROCK ROAD
ANDOVER
,
MA
01810
501(C)3
TO MATCH EMPLOYEE GIFT
50
RONALD MCDONALD HOUSE CHARITIES
16 SOUTH WINOOSKI AVENUE
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
50
SARA HOLBROOK COMMUNITY CENTER
66 NORTH AVE
BURLINGTON
,
VT
05401
501(C)3
TO SUPPORT BOB & MAGGIE GREEN YOUTH ADVENTURE PROGRAM
5,000
SHELBURNE COMMUNITY SCHOOL PTO
345 HARBOR ROAD
SHELBURNE
,
VT
05482
501(C)3
TO MATCH EMPLOYEE GIFT
150
SPECTRUM YOUTH & FAMILY SERVICES INC
31 ELMWOOD AVE
BURLINGTON
,
VT
05401
501(C)3
TO SUPPORT SLEEP OUT AND MATCH EMPLOYEE CONTRIBUTIONS
4,257
STERN CENTER FOR LANGUAGE & LEARNING
183 TALCOTT ROAD SUITE 101
WILLISTON
,
VT
05495
501(C)3
TO MATCH EMPLOYEE GIFT
250
SUSAN G KOMEN BREAST CANCER FOUNDATION
600 AIRPORT BLVD STE 100
MORRISVILLE
,
NC
27560
501(C)3
TO MATCH EMPLOYEE GIFT
125
TRAVIS ROY FOUNDATION
60 STATE STREET8TH FLOOR
BOSTON
,
MA
02109
501(C)3
TO MATCH EMPLOYEE GIFT
20
TREKKERS INC
41 BUTTERMILK DRIVE
THOMASTON
,
ME
04861
501(C)3
TO MATCH EMPLOYEE GIFT
250
TRIKE THEATER FOR YOUTH
PO BOX 2537
BENTONVILLE
,
AR
72712
501(C)3
TO MATCH EMPLOYEE GIFT
250
TRINITY COLLEGE
300 SUMMIT STREET
HARTFORD
,
CT
06106
501(C)3
TO MATCH EMPLOYEE GIFT
50
UMASS BOSTON
UNIVERSITY ADVANCEMENT 100
MORRISSEY BLVD
BOSTON
,
MA
02125
501(C)3
TO MATCH EMPLOYEE GIFT
50
UNICEF
125 MAIDEN LANE 10TH FLOOR
NEW YORK
,
NY
10030
501(C)3
TO MATCH EMPLOYEE GIFT
150
UNITED WAY OF CHITTENDEN COUNTY
412 FARRELL ST SUITE 200
SOUTH BURLINGTON
,
VT
05403
501(C)3
TO MATCH EMPLOYEE GIFT
50
UNIVERSITY OF DAYTON
300 COLLEGE PARK
DAYTON
,
OH
454697053
501(C)3
TO MATCH EMPLOYEE GIFTTO MATCH EMPLOYEE GIFT
75
UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION
411 MAIN ST
BURLINGTON
,
VT
05401
501(C)3
TO MATCH EMPLOYEE GIFT
50
VERMONT FOODBANK
33 PARKER ROAD
BARRE
,
VT
05641
501(C)3
TO MATCH EMPLOYEE GIFT
150
VERMONT INSTITUTE OF NATURAL SCIENCE
PO BOX 1281
QUECHEE
,
VT
05059
501(C)3
TO SUPPORT VINS ENVIRONMENTAL EDUCATION SCHOLARSHIP FUND AND TO MATCH EMPLOYEE GIFT
5,075
VERMONT WORKS FOR WOMEN INC
32A MALLETTS BAY AVE
WINOOSKI
,
VT
05404
501(C)3
TO SUPPORT DIRT DIVA AND ROSIE'S GIRLS
4,000
VNA OF CHITTENDEN AND GRAND ISLE COUNTIES
1110 PRIM ROAD
COLCHESTER
,
VT
05446
501(C)3
TO MATCH EMPLOYEE GIFT
144
VPIRG FUND
141 MAIN STREET STE 6
MONTPELIER
,
VT
05602
501(C)3
TO SUPPORT ALLIANCE FOR A CLEAN & HEALTHY VT 2015 SUSTAINABILITY GRANT
30,000
WASHINGTON TOXICS COALITION
4649 SUNNYSIDE AVE N
SEATTLE
,
WA
98103
501(C)3
TO SUPPORT SAFTER STATES; 2015 SUSTAINABILITY GRANT
15,000
WILLISTON FAMILIES AS PARTNERS
195 CENTRAL SCHOOL DRIVE
WILLISTON
,
VT
05495
501(C)3
TO MATCH EMPLOYEE GIFT
40
Total
.................................
3a
231,601
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2015)
Form 990-PF (2015)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash investments
...........
4
Dividends and interest from securities
....
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than inventory
............
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
..
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
0
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
0
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundations exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2015)
Form 990-PF (2015)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
2016-08-10
May the IRS discuss this return
with the preparer shown below
(see instr.)?
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
INGRID H PELS CPA
Preparer's Signature
Date
Check if self-
employed
PTIN
P01271982
Firm's name
GALLAGHER FLYNN & COMPANY LLP
Firm's EIN
03-0225774
Firm's address
55 COMMUNITY DRIVE SUITE 401
SOUTH BURLINGTON
,
VT
05403
Phone no.
(802) 863-1331
Form
990-PF
(2015)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description