Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Lintilhac Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)886 Northgate Road
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Shelburne, VT05482
A Employer identification number

35-2558724
B Telephone number (see instructions)

(802) 985-4106
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,618,072J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 0 0 0
4 Dividends and interest from securities... 437,555 432,297 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,163,369
b Gross sales price for all assets on line 6a 13,065,178
7 Capital gain net income (from Part IV, line 2)... 2,163,369
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment 977 0 0
12 Total. Add lines 1 through 11........ 2,601,901 2,595,666 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,000 0 0 45,000
14 Other employee salaries and wages...... 3,901 0 0 3,901
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... Click to see attachment 80,923 0 0 80,923
b Accounting fees (attach schedule)....... Click to see attachment 5,340 2,670 0 2,670
c Other professional fees (attach schedule).... Click to see attachment 224,982 136,827 0 88,155
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 36,408 1,110 0 298
19 Depreciation (attach schedule) and depletion... 6,113 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings....... 983 0 0 983
22 Printing and publications.......... 16,089 0 0 16,089
23 Other expenses (attach schedule)....... Click to see attachment 31,615 1,366 0 30,249
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 451,354 141,973 0 268,268
25 Contributions, gifts, grants paid....... 680,550 680,550
26 Total expenses and disbursements. Add lines 24 and 25 1,131,904 141,973 0 948,818
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,469,997
b Net investment income (if negative, enter -0-) 2,453,693
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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
Assets 1 Cash—non-interest-bearing............. 3,562 37,158 37,158
2 Savings and temporary cash investments......... 3,401,514 2,700,840 2,700,840
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 577,197 Click to see attachment357,387 360,931
b Investments—corporate stock (attach schedule)....... 11,196,843 Click to see attachment13,710,118 17,615,782
c Investments—corporate bonds (attach schedule)....... 5,847,404 Click to see attachment5,696,234 5,869,703
11 Investments—land, buildings, and equipment: basis bullet79,913
Less: accumulated depreciation (attach schedule) bullet64,546 21,481 Click to see attachment15,367 15,367
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,291 Click to see attachment18,291 18,291
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,066,292 22,535,395 26,618,072
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment894 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 894 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 21,065,398 22,535,395
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 21,065,398 22,535,395
30 Total liabilities and net assets/fund balances (see instructions). 21,066,292 22,535,395
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
21,065,398
2
Enter amount from Part I, line 27a .....................
2
1,469,997
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
22,535,395
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,535,395
Form 990-PF (2020)
Form 990-PF (2020)
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
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
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 13,065,178 0 10,901,809 2,163,369
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 0 0 0 2,163,369
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,163,369
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 34,106
c All other domestic foundations enter 1.39% 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 34,106
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 34,106
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 40,132
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -40132 7 40,132
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,026
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,026 RefundedBullet 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 the instructions
for the 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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
    Yes
     
    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)
    bulletDE
    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 2020 or the taxable year beginning in 2020? See the 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
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletwww.lintilhacfoundation.org
    14
    The books are in care ofbulletNancy Brink Telephone no.bullet (802) 985-4106

    Located atbullet886 Northgate RoadShelburneVT ZIP+4bullet05482
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
    No
    ........bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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 year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    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?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Crea S Lintilhac Executive Director
    40.00     		0 0 0
    886 Northgate Road
    Shelburne,VT05482
    Louise S Lintilhac President
    6.00     		5,000 0 0
    886 Northgate Road
    Shelburne,VT05482
    William S Lintilhac Vice-President
    14.00     		40,000 0 0
    886 Northgate Road
    Shelburne,VT05482
    Philip M Lintilhac Secretary
    5.00     		0 0 0
    886 Northgate Road
    Shelburne,VT05482
    Paul S Lintilhac Treasurer
    5.00     		0 0 0
    886 Northgate Road
    Shelburne,VT05482
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    InTrack Investment Management Investment Management Services 136,827
    1233 Shelburne Road
    South Burlington,VT05403
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s 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 None 0
    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 None 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    20,367,439
    b
    Average of monthly cash balances.......................
    1b
    3,389,983
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    23,757,422
    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
    23,757,422
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    356,361
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    23,401,061
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,170,053
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,170,053
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    34,106
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    34,106
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,135,947
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,135,947
    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
    1,135,947
    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
    948,818
    b
    Program-related investments—total 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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    948,818
    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
    948,818
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,135,947
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 133,003
    b From 2016...... 165,879
    c From 2017...... 133,539
    d From 2018...... 182,944
    e From 2019...... 119,364
    fTotal of lines 3a through e........ 734,729
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 948,818
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 948,818
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 734,729
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		187,129
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		133,003
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		601,726
    10 Analysis of line 9:
    a Excess from 2016.... 165,879
    b Excess from 2017.... 133,539
    c Excess from 2018.... 182,944
    d Excess from 2019.... 119,364
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 test—enter:
    (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 test—enter:
    (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 foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    None
    bList 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.
    None
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Crea S Lintilhac
    886 Northgate Road
    Shelburne,VT05482
    (802) 985-4106
    bThe form in which applications should be submitted and information and materials they should include:
    See attached statement.
    cAny submission deadlines:
    There are no deadlines. Grants will be awarded semiannually.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See attached statement.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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)
    aPaid during the year
    ACLU Foundation of Vermont
    137 Elm Street
    Montpelier,VT05602     		  PC Civic Engagement &Civil Liberties in Vermont 10,000
    Audubon Vermont
    255 Sherman Hollow Road
    Huntington,VT05462     		  PC 2020 AnnualMeeting 8,050
    Burke Mountain Academy
    PO Box 78
    East Burke,VT05832     		  PC AnnualSupport 1,000
    Catamount Trail Association
    One Mill Street 350
    Burlington,VT05401     		  PC CapacityGrant 7,000
    Child Care Resources
    181 Commerce Street
    Williston,VT05495     		  PC AnnualSupport 500
    Connecticut River Watershed Council
    15 Bank Row
    Greenfield,MA01301     		  PC Policy & RegulatoryAdvocacy 5,000
    Conservation Law Foundation
    62 Summer Street
    Boston,MA02110     		  PC Clean Water &Climate Resilience 30,000
    Democracy Now
    207 West 25th Street 11th Floor
    New York,NY10001     		  PC VermontProgramming 1,000
    Food 4 Farmers
    523 Isham Road
    Hinesburg,VT05461     		  PC General Support 1,000
    Governors Institutes of Vermont
    20 West Canal Street
    Winooski,VT05404     		  PC Clean WaterInstitutes 5,000
    Hunger Free Vermont
    38 Eastwood Drive Suite 100
    South Burlington,VT05403     		  PC GeneralSupport 30,000
    Kids On The Ball
    19 Lindenwood Drive
    Burlington,VT05403     		  PC GeneralSupport 500
    Lake Champlain Committee Inc
    106 Main Street 200
    Burlington,VT05401     		  PC Water ProtectionAdvocacy 20,000
    Lake Champlain International Inc
    531 Main Street
    Colchester,VT05446     		  PC Building a VermontClean Water Economy 25,000
    Lake Champlain Maritime Museum Inc
    PO Box 4092
    Vergennes,VT05491     		  PC GeneralSupport 1,000
    Lamoille Restorative Center
    PO Box 148
    Hyde Park,VT05655     		  PC GeneralSupport 500
    LEAD International
    PO Box 1103
    Montpelier,VT05601     		  PC Nurse Midwivesin Vermont 5,000
    Middlebury College
    14 Old Chapel Road
    Middlebury,VT05753     		  PC Department ofGeology 10,000
    NOFA-Vermont
    PO Box 697
    Richmond,VT05477     		  PC Raising theOrganic Voice 30,000
    Planned Parenthood of Northern New England
    784 Hercules Drive Suite 110
    Colchester,VT05446     		  PC GeneralSupport 2,000
    Real Organic Project
    882 Wilson Road
    East Thetford,VT05403     		  PC GeneralSupport 2,500
    Renewable Energy Vermont Education Fund
    33 Court Street
    Montpelier,VT05601     		  PC Resilient RenewableEnergy Benefits Study 10,000
    ReSOURCE
    329 Harvest Lane 200
    Williston,VT05495     		  PC GeneralSupport 1,000
    Rights and Democracy Education Fund
    70 South Winooski Avenue 205
    Burlington,VT05401     		  PC Jobs, Justice& Climate 10,000
    Rochester Randolph Area Sports Trail
    PO Box 217
    Rochester,VT05767     		  PC VelomontTrails Support 30,000
    Shelburne Farms
    1611 Harbor Road
    Shelburne,VT05482     		  PC UnrestrictedSupport 3,000
    Shelburne Firefighters Association
    PO Box 911
    Shelburne,VT05482     		  PC AnnualSupport 1,000
    Shelburne Museum
    PO Box 10
    Shelburne,VT05482     		  PC AnnualSupport 3,000
    Shelburne Police Department
    5420 Shelburne Road
    Shelburne,VT05482     		  GOV AnnualSupport 500
    Shelburne Rescue Squad
    PO Box 291
    Shelburne,VT05482     		  GOV AnnualSupport 1,000
    Special Olympics of Vermont
    16 Gregory Drive 2
    South Burlington,VT05403     		  PC GeneralSupport 2,000
    Springfield on the Move
    PO Box 2003
    Springfield,VT05156     		  PC Relocation &Expansion 25,000
    SOSVT Peace & Justice Center
    60 Lake Street 1C
    Burlington,VT05401     		  PC GeneralSupport 1,000
    Stowe Police Department
    350 South Main Street
    Stowe,VT05672     		  GOV GeneralSupport 500
    Stowe Rescue Squad
    PO Box 291
    Stowe,VT05672     		  GOV GeneralSupport 500
    Stowe Volunteer Firefighters Association
    312 South Main Street
    Stowe,VT05672     		  PC GeneralSupport 500
    Strolling of the Heifers
    105 Patridge Road
    East Dummerston,VT05346     		  PC Strolling of theHeifers Weekend 2020 1,000
    The University of Vermont Foundation
    411 Main Street
    Burlington,VT05401     		  PC Center forResearch Vermont 1,000
    The University of Vermont Foundation
    411 Main Street
    Burlington,VT05401     		  PC Birds & Pollinatorsin Vermont 22,000
    The University of Vermont Foundation
    411 Main Street
    Burlington,VT05401     		  PC Advanced ConfocalMicroscopy 100,000
    The Skidmore Fund
    815 North Broadway
    Saratoga Springs,NY12866     		  PC OperatingSupport 1,000
    Trust for Public Land
    3 Shipman Place
    Montpelier,VT05602     		  PC HuntingtonCommunity Forest 10,000
    Trust for Public Land
    3 Shipman Place
    Montpelier,VT05602     		  PC Land Conservation &Outdoor Recreation 30,000
    Toxic Action Center Inc
    141 Main Street 6
    Montpelier,VT05602     		  PC Clean Water HealthyVermont Project 10,000
    UVM Medical Center
    111 Colchester Avenue
    Burlington,VT05401     		  PC DermatologyDepartment 5,000
    Vermont Council on Rural Development
    PO Box 1384
    Montpelier,VT05601     		  PC Future of Vermont Project 10,000
    Vermont Family Forests Foundation
    14 School Street
    Bristol,VT05443     		  PC Vermont Reptileand Amphibian Atlas 5,000
    Vermont Foodbank
    33 Parker Road
    Barre,VT05641     		  PC AnnualSupport 1,000
    Vermont Huts Association
    PO Box 745
    Stowe,VT05672     		  PC "DiggingIn" 8,000
    Vermont Journalism Trust
    64 Main Street
    Montpelier,VT05602     		  PC Annual Supportfor Vermont Digger 25,000
    Vermont Mountain Bike Association
    PO Box 2055
    South Burlington,VT05407     		  PC VMBA ChapterOperations 20,000
    Vermont Natural Resource Council
    9 Bailey Avenue
    Montpelier,VT05602     		  PC Multiple Clean Water,Conservation &Clean Energy Goals 50,000
    Vermont PBS
    10 East Allen Street Suite 202
    Winooski,VT05404     		  PC VermontThis Week 20,000
    Vermont Public Interest Research & Education Fund
    141 Main Street 6
    Montpelier,VT05602     		  PC Climate andEnergy Program 30,000
    Vermont Public Radio
    365 Troy Avenue
    Colchester,VT05446     		  PC VermontEdition 25,000
    Vermont River Conservancy
    29 Main Street 11
    Montpelier,VT05602     		  PC Recreational &Environmental Stewardship 6,000
    Warmth Support Program
    PO Box 1603
    Burlington,VT05402     		  PC GeneralSupport 500
    Waterbury Ambulance Service
    1727 Guptil Road
    Waterbury Center,VT05677     		  PC GeneralSupport 500
    Waterbury Firefighters Association
    28 North Main Street 1
    Waterbury,VT05476     		  PC GeneralSupport 500
    Watersheds United Vermont
    379 Elm Street
    Montpelier,VT05602     		  PC Inclusive WatershedApproach Advocacy 10,000
    Woods Hole Oceanographic Institute
    266 Woods Hole Road
    Woods Hole,MA02543     		  PC AnnualSupport 5,000
    Total .................................bullet 3a 680,550
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 0  
    4 Dividends and interest from securities....     14 437,555  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 ............     		    18 2,163,369  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNon-Investment Related Reimbursements     		    1 977  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,601,901  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,601,901
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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) (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) (other than section 501(c)(3)) or in section 527? ...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -40,132


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Vergennes VT Accountants Accounting Services 5,340 2,670 0 2,670

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Publicly Traded Securities   Purchased   Unrelated Third Parties 13,065,178 10,901,809 Cost 0 2,163,369 0

    TY 2020 GeneralExplanationAttachment
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Identifier Return Reference Explanation
      Part XV Line 2 b) Form and Content of Applications All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.All applications must be submitted online at www.lintilhacfoundation.org.
      Part XV Line 2 d) Restrictions and Limitations on Awards There are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations servingThere are two core areas for grantmaking to organizations serving

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Name of Bond End of Year Book Value End of Year Fair Market Value
    124,527sh Fidelity Conservative Income Bond Fund 1,250,000 1,252,741
    31,313sh Fidelity Advisor Total Bond Fund 350,000 353,832
    23,963sh Goldman Sachs Emerging Markets Debt Fund 300,000 307,687
    100,000 Southwest Airlines Series 08/01/22 29,474 27,867
    100,000 American Express Company Perpetual Bond 101,950 97,337
    100,000 Goldman Sachs Group Inc. Perpetual Bond 52,000 52,896
    100,000 JP Morgan Chase & Company Perpetual Bond 102,375 98,244
    100,000 PNC Financial Services Group Perpetual Bond 103,750 104,375
    50,000 Truist Financial Corporation Perpetual G Bond 51,188 50,750
    50,000 GS Financial Corporation Ser E Zero Coupon Bond 44,805 54,341
    100,000 Diversified Healthcare TR Note 102,925 101,500
    110,000 Wyndham Destinations Inc. Fixed Coupon Bond 110,508 112,475
    100,000 Ford Motor Credit Company Ser B Bond 99,675 99,094
    100,000 Sherwin Williams Company Fixed Coupon Bond 96,450 103,185
    100,000 Canadian Imperial Bank Variable Coupon Bond 98,770 56,468
    50,000 GS Financial Corporation Ser E Bond 48,895 50,588
    30,000 Autodesk Inc. Fixed Coupon Bond 29,690 31,453
    50,000 Zoetis Inc. Fixed Coupon Bond 47,915 52,594
    100,000 Boeing Company Fixed Coupon Bond 97,125 103,818
    100,000 Bank of America Corporation Fixed Coupon Bond 101,162 109,442
    25,000 Macquarie Infrastructure Corp. Fixed Coupon Bond 24,632 24,875
    50,000 American Campus Communities Operating Note 51,094 54,573
    200,000 Citizens Financial Group Inc. Step Coupon Bond 198,608 215,600
    200,000 Mexico (United Mexican States) Fixed Coupon Bond 199,130 222,734
    100,000 Lazard LLC Fixed Coupon Note 99,780 111,051
    85,000 Autodesk Inc. Fixed Coupon Bond 85,044 97,207
    50,000 American International Group Inc. Fixed Coupon Note 49,477 56,175
    100,000 Goldman Sachs Group Inc. Fixed Coupon Note 101,384 114,680
    50,000 Morgan Stanley Floating Coupon Bond 49,315 48,250
    50,000 Credit Suisse AG Nassau Variable Coupon Bond 48,520 47,235
    75,000 GS Financial Corporation Ser E Variable Coupon Bond 72,415 74,203
    90,000 Morgan Stanley Floating Coupon Bond 68,951 79,200
    50,000 Morgan Stanley Floating Coupon Bond 50,020 58,475
    50,000 Morgan Stanley Fin LLC Ser A Floating Coupon Bond 49,520 65,183
    70,000 Morgan Stanley Floating Coupon Bond 44,120 57,400
    100,000 Morgan Stanley Floating Coupon Bond 80,520 86,000
    53 American International Grp EQY Warrant 895 6
    100,000 Bank West San Francisco Calif CD 102,692 103,080
    100,000 Barclays Bank Del CD 99,160 100,890
    250,000 Capital One Bank (USA) CD 249,062 252,517
    3,000 Digital Realty Trust Inc. 403,149 418,530
    54,000 HSBC Bank USA N.A. CD 52,670 53,465
    3,000 Prologis Inc. 262,714 298,980
    7,000 Wells Fargo Bank Natl Assn CD 8,212 8,707
    Cumulative Cost Basis Adjustments 26,493 0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    16,000sh Fidelity Contrafund 200,000 268,160
    10,298sh FS Multi Strategy Alernatives FD I 100,030 100,927
    17,024sh Goldman Sachs Emerging Markets Equity 325,000 514,128
    15,411sh Goldman Sachs Absolute Return 150,000 154,572
    26,954sh Goldman Sachs GQG Partners International 350,000 480,324
    3,000sh AIA Group Limited ADR 119,939 147,024
    2,000sh Abbott Laboratories 201,565 218,980
    5,000sh Advanced Micro Devices 350,814 458,550
    3,000sh Agilent Technologies 247,510 355,470
    1,500sh Air Products and Chemicals Inc. 423,102 409,830
    200sh Alphabet Inc. 267,029 350,376
    2,000sh American Elec Power Company Inc. 160,709 166,540
    1,000sh America Water Works Company 104,076 153,470
    7,000sh Apple Inc. 508,928 928,830
    9,000sh Bank of America Corporation 187,708 272,790
    3,000sh Berkshire Hathaway Inc. Com 548,142 695,610
    2,000sh Boeing Company 281,084 428,120
    6,000sh CVS Health Corporation 372,269 409,800
    7,000sh Cisco Systems Inc. 335,278 313,250
    6,000sh Citigroup Inc. 314,815 369,960
    4,000sh Coca-Cola Company 189,148 219,360
    3,000sh Danaher Corporation 149,920 222,140
    1,500sh Dassault Systems Sponsored ADR 193,181 304,941
    3,000sh Elanco Animal Health Inc. 88,595 92,010
    2,000sh First Solar Inc. 123,577 197,840
    10,000sh Ford Motor Company 50,199 87,900
    3,000sh Fortinet Inc. 358,357 445,590
    2,000sh General Motors Company 71,149 83,280
    2,000sh Gilead Sciences Inc. 150,633 116,520
    1,400sh Home Depot Inc. 293,206 371,868
    5,000sh Intel Corporation 278,915 249,100
    2,000sh International Business Machines Corporation 240,265 251,760
    4,000sh JPMorgan Chase & Company 366,233 508,280
    4,500sh Merck & Company 375,613 368,100
    4,500sh Microsoft Corporation 539,056 1,000,890
    2,000sh Herman Miller Inc. 50,730 67,600
    1,000sh Mondelez International Inc. 53,655 58,470
    3,000sh New York Times Company 72,170 155,310
    4,000sh Nextera Energy Inc. 240,780 308,600
    4,000sh Northern Trust Corporation 336,241 372,560
    400sh NVIDIA Corporation 122,176 208,880
    2,000sh Oracle Corporation 115,240 129,380
    3,000sh Ormat Technologies Inc. 182,751 270,840
    1,800sh Palo Alto Networks Inc. 392,370 639,702
    13,000sh Peoples United Financial Inc. 203,213 168,090
    4,500sh Pepsico Inc. 558,248 667,350
    5,000sh Pfizer Inc. 181,529 184,050
    4,000sh Ping An Ins Group Company Limited 82,810 98,016
    1,000sh Procter & Gamble Company 115,545 139,140
    1,500sh SAP ADR Rep 1 Ord 168,198 195,585
    5,000sh Charles Schwab Corporation 182,815 265,200
    2,000sh Simulations Plus Inc. 119,685 143,840
    4,000sh Starbucks Corporation 302,211 427,920
    4,000sh Tyson Foods Inc. 230,677 257,760
    4,000sh Unilever PLC Sponsored 235,290 241,440
    4,600sh Verizon Communications 238,583 270,250
    2,000sh Walgreens Boots Alliance Inc. 75,263 79,760
    2,000sh Zoetis Inc. 247,748 331,000
    7,000sh AT&T Inc. 5% Preferred 163,500 192,694
    2,500sh Morgan Stanley SEC 2025 Preferred 22,645 26,055

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    US Government Securities - End of Year Book Value:

    200,003
    US Government Securities - End of Year Fair Market Value:

    200,346
    State & Local Government Securities - End of Year Book Value:


    157,384
    State & Local Government Securities - End of Year Fair Market Value:


    160,585


    TY 2020 InvestmentsLandSchedule2
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Office Equipment, Furniture & Software 79,913 64,546 15,367  

    TY 2020 InvestmentsOtherSchedule2
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Ridgewood Electric Power Trust V   18,291 18,291

    TY 2020 LegalFeesSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bristol VT Attorneys Pipeline Safety Investigations 22,980 0 0 22,980
    Montpelier VT Attorneys Salt Sheds / LaPlatte 57,027 0 0 57,027
    Burlington VT Attorneys General / Publications 916 0 0 916


    TY 2020 OtherExpensesSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Membership Dues 5,570 0 0 5,570
    Bank Fees 472 0 0 472
    Transaction Costs 1,366 1,366 0 0
    IT & Website Expenses 877 0 0 877
    Office, Telephone & Postage 23,330 0 0 23,330


    TY 2020 OtherIncomeSchedule2
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Non-Investment Related Reimbursement 977 0 0


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Description Beginning of Year - Book Value End of Year - Book Value
    Payroll Tax Withholdings 894 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    So. Burlington Investment Advisors Investment Management Services 136,827 136,827 0 0
    VT Environmental Engineers Laplatte Water Monitoring 28,180 0 0 28,180
    Burlington VT Consultant Creative Services 9,701 0 0 9,701
    Weybridge VT Consultant Literary Services 36,654 0 0 36,654
    VT Admin. Services Foundation Professional 13,620 0 0 13,620


    TY 2020 TaxesSchedule
    Name:
    Lintilhac Foundation Inc
    EIN:
    35-2558724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 298 0 0 298
    Foreign Taxes & ADR Fees 1,110 1,110 0 0
    Federal Excise Taxes 35,000 0 0 0