Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$27,402,533
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 215,527 215,527  
4 Dividends and interest from securities... 486,324 486,324  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 309,486
b Gross sales price for all assets on line 6a 16,845,033
7 Capital gain net income (from Part IV, line 2)... 309,486
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)....... 23,279 23,279  
12 Total. Add lines 1 through 11........ 1,034,616 1,034,616  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 45,000 0   45,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 8,725 0   8,725
b Accounting fees (attach schedule)....... 2,963 1,482   1,481
c Other professional fees (attach schedule).... 216,091 148,571   67,520
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,192 4,192   0
19 Depreciation (attach schedule) and depletion... 3,291 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,061 0   5,061
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 52,275 0   52,275
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 345,598 154,245   180,062
25 Contributions, gifts, grants paid....... 1,081,705 1,081,705
26 Total expenses and disbursements. Add lines 24 and 25 1,427,303 154,245   1,261,767
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -392,687
b Net investment income (if negative, enter -0-) 880,371
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 104,777 182,614 182,614
2 Savings and temporary cash investments......... 3,927,252 2,775,972 2,775,972
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,865,119 Click to see attachment
List of Attached Documents:
// Content
4,254,970
4,330,840
b Investments—corporate stock (attach schedule)....... 15,649,688 Click to see attachment
List of Attached Documents:
// Content
14,489,380
16,549,999
c Investments—corporate bonds (attach schedule)....... 4,221,090 Click to see attachment
List of Attached Documents:
// Content
3,665,352
3,552,833
11 Investments—land, buildings, and equipment: basis right arrow90,155
Less: accumulated depreciation (attach schedule) right arrow79,880 3,324 Click to see attachment
List of Attached Documents:
// Content
10,275
10,275
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 18,291 0 0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,789,541 25,378,563 27,402,533
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 25,789,541 25,771,250
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 -392,687
29 Total net assets or fund balances (see instructions)..... 25,789,541 25,378,563
30 Total liabilities and net assets/fund balances (see instructions). 25,789,541 25,378,563
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
25,789,541
2
Enter amount from Part I, line 27a .....................
2
-392,687
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
25,396,854
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
18,291
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
25,378,563
Form 990-PF (2023)
Form 990-PF (2023)
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 - SHORT-TERM      
b PUBLICLY TRADED SECURITIES - LONG-TERM      
c CAPITAL GAINS DIVIDENDS P    
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 7,957,098   7,927,513 29,585
b 8,869,356   8,608,034 261,322
c 18,579     18,579
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       29,585
b       261,322
c       18,579
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 2 309,486
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
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 right arrow 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) 1 12,237
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 12,237
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 12,237
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,771
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,771
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,534
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,534 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVT
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.LINTILHACFOUNDATION.ORG
14
The books are in care ofright arrowCREA S LINTILHAC Telephone no.right arrow (802) 985-4106

Located atright arrow886 NORTHGATE ROADSHELBURNEVT ZIP+4right arrow05482
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
15.00
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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 148,335
1233 SHELBURNE ROAD
SOUTH BURLINGTON,VT05403
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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  
2  
3  
4  
Part VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
22,666,901
b
Average of monthly cash balances.......................
1b
3,330,153
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
25,997,054
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
25,997,054
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
389,956
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,607,098
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,280,355
Part X
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 IX, line 6..................
1
1,280,355
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
12,237
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,237
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,268,118
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,268,118
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 XII, line 1 ...
7
1,268,118
Part XI
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
1,261,767
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,261,767
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,268,118
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 182,944
b From 2019...... 119,364
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 302,308
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,261,767
a Applied to 2022, 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 2023 distributable amount..... 1,261,767
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 6,351 6,351
(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 5 295,957
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
176,593
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
119,364
10 Analysis of line 9:
a Excess from 2019.... 119,364
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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:
ALL APPLICATIONS MUST BE SUBMITTED ONLINE AT WWW.LINTILHACFOUNCATION.COM. APPLICATIONS SHOULD BE PREPARED TO DESCRIBE BRIEFLY: THE ORGANIZATION, ITS MISSION, ITS PRIMARY PROGRAMS, GEOGRAPHIC REACH, THE NEED IT IS SEEKING TO ADDRESS (INCLUDING KEY DATA POINTS AND SCOPE AND SEVERITY), THE NATURE OF THE REQUEST, HOW IT PLANS TO ADDRESS THE NEED, ACTIVITIES AND TIMELINESS, THE TOTAL FUNDING NEEDED FOR THE PROJECT, THE SPECIFIC FUNDING REQUESTED OF THE LINTILHAC FOUNDATION AND WHAT A SPECIFIC SITE VISIT TO THE ORGANIZATION WOULD REQUIRE.
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:
GRANTS ARE MADE FOR EDUCATIONAL, SCIENTIFIC AND CHARITABLE PURPOSES. THERE ARE TWO CORE AREAS FOR GRANTMAKING TO ORGANIZATIONS SERVING THE STATE OF VERMONT: 1) THE ENVIRONMENT - LIMITED TO ISSUES OF WATER QUALITY, CLEAN AND NUCLEAR-FREE ENERGY AND LAND CONSERVATION AND MANAGEMENT AND 2) MEDIA AND DEMOCRATIC ENGAGEMENT - LIMITED TO PUBLICLY SUPPORTED MEDIA AND CITIZENSHIP ENGAGEMENTS IN DEMOCRACY. REPRODUCTIVE FREEDOM AND PLANT SCIENCES ARE ALSO AREAS OF FOCUS FOR GRANTS. UNSOLICITED PROPOSALS REGARDING LEGACY GIVING ARE NOT ACCEPTED NOR ARE PROPOSALS ACCEPTED FOR: INDIVIDUALS, EMERGENCY FUNDS, MUNICIPALITIES, CHURCHES, UNSOLICITED CAPITAL PROJECTS THAT FALL OUTSIDE THE CORE GIVING AREAS, OR WHEN ORGANIZATIONS HAVE SUBMITTED A PROPOSAL IN THE PRECEDING TWELVE MONTHS.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

350VERMONTORG

255 SOUTH CHAMPLAIN STREET
BURLINGTON,VT05401
NONE PC A JUST TRANSITION FOR VERMONT 5,000

AGRITECH INSTITUTE FOR SMALL FARMS

105 PARTRIDGE ROAD
EAST DUMMERSTON,VT05346
NONE PC FRESH GRAZING THAT EMPLOYS VIRTUAL FENCING TO IMPROVE RIPARIAN WEED MANAGEMENT 16,105

ACLU FOUNDATION OF VERMONT

137 ELM STREET
MONTPELIER,VT05602
NONE PC IN SUPPORT OF WORK TO DEFEND DEMOCRACY AND ADVANCE CIVIL LIBERTIES IN VERMONT 10,000

BARRE HISTORICAL SOCIETY

PO BOX 496
BERLIN,VT05641
NONE PC GENERAL OPERATING SUPPORT 500

BENNINGTON COLLEGE

ONE COLLEGE DRIVE
BENNINGTON,VT052016003
NONE PC PACKAGING REDUCTION TO ADDRESS PLASTIC POLLUTION IN VERMONT 15,000

BURKE MOUNTAIN ACADEMY

PO BOX 78
EAST BURKE,VT05832
NONE PC GENERAL OPERATING SUPPORT 500

BURLINGTON WILDWAYS (WINOOSKI VALLEY PARK DISTRICT)

1 ETHAN ALLEN HOMESTEAD
BURLINGTON,VT05408
NONE PC OPERATIONAL SUPPORT FOR WILDWAYS PARTNERSHIP AND WETLAND WALK NORTH RESTORATION FUNDING 20,000

CATAMOUNT TRAIL ASSOCIATION

ONE MILL STREET 350
BURLINGTON,VT05401
NONE PC CAPACITY GRANT 10,000

THE CENTER FOR AGRICULTURAL ECONOMY

PO BOX 422
HARDWICK,VT05843
NONE PC CONNECTING VERMONT-GROWN PRODUCE TO REGIONAL INSTITUTIONS 30,000

CENTRAL VERMONT COMMUNITY RADIO

123 PITKIN STREET
PLAINFIELD,VT05667
NONE PC GENERAL OPERATING SUPPORT 500

CHARLOTTE VOLUNTEER FIRE & RESCUE SERVICES INC

PO BOX 85
CHARLOTTE,VT05445
NONE PC GENERAL OPERATING SUPPORT 500

CHILD CARE RESOURCE

181 COMMERCE STREET
WILLISTON,VT05495
NONE PC UNRESTRICTED SUPPORT 1,000

CHOATE ROSEMARY HALL

333 CHRISTIAN STREET
WALLINGFORD,CT06492
NONE PC GENERAL OPERATING SUPPORT 5,000

COCHRAN'S SKI AREA

PO BOX 789
RICHMOND,VT05477
NONE PC GENERAL OPERATING SUPPORT 500

COMMON ROOTS

PO BOX 96
SOUTH BURLINGTON,VT05407
NONE PC PROMOTING FOOD SECURITY AND BUILDING INDEPENDENCE AT THREE LOCAL FOOD SHELVES 5,000

CONNECTICUT RIVER WATERSHED COUNCIL INC

15 BANK ROW
GREENFIELD,MA01301
NONE PC TURTLE WINS THE RELICENSING RACE: CONTINUING LONG-TERM ADVOCACY TO PROTECT OUR RIVERS 15,000

CONSERVATION LAW FOUNDATION INC

62 SUMMER STREET
BOSTON,MA02110
NONE PC IN SUPPORT VERMONT CLEAN WATER AND CLIMATE CHANGE ADVOCACY 40,000

CONSERVATION LAW FOUNDATION INC

62 SUMMER STREET
BENNINGTON,MA02110
NONE PC IN SUPPORT OF LAKE CHAMPLAIN WATERSHED - AGRICULTURAL POLLUTION REDUCTION PROJECT 20,000

DEMOCRACY NOW

100 LAFAYETTE STREET STE 604
NEW YORK,NY10013
NONE PC GENERAL OPERATING SUPPORT 1,000

ENERGY ACTION NETWORK

3 PITKIN COURT
MONTPELIER,VT05602
NONE PC IN SUPPORT OF WORK TO ACHIEVE VERMONT'S CLIMATE AND ENERGY COMMITMENTS 10,000

FAIRBANKS MUSEUM & PLANETARIUM

1302 MAIN STREET
ST JOHNSBURY,VT05819
NONE PC MATSINGER FOREST PROJECT 5,000

FOOD 4 FARMERS

70 S WINOOSKI AVENUE STE 1W 312
BURLINGTON,VT05401
NONE PC GENERAL OPERATING SUPPORT 500

GLOBAL JUSTICE ECOLOGY PROJECT INC (FISCAL SPONSOR FOR STANDING TREES)

266 ELMOOD AVENUE
BUFFALO,NY14222
NONE PC STANDING TREES - GENERAL SUPPORT 15,000

GOVERNOR'S INSTITUTES OF VERMONT

2O WEST CANAL STREET
WINOOSKI,VT05404
NONE PC 2023 ENVIRONMENTAL SCIENCE AND TECHNOLOGY INSTITUTE 5,000

GREEN MOUNTAIN CLUB INC

4711 WATERBURY-STOWE ROAD
WATERBURY CENTER,VT05677
NONE PC IN SUPPORT CAMEL'S HUMP LEAD CARETAKER & EDUCATIONAL CAPACITY BUILDING 15,000

HUNGER FREE VERMONT INC

38 EASTWOOD DRIVE
SOUTH BURLINGTON,VT05403
NONE PC CENTERING THOSE MOST IMPACTED BY HUNGER IN VERMONT 30,000

INTERVALE CENTER INC

180 INTERVALE ROAD
BURLINGTON,VT05401
NONE PC IN SUPPORT OF REGENERATIVE LAND STEWARDSHIP 20,000

KEEPING TRACK INC

PO BOX 1115
RICHMOND,VT05477
NONE PC IN SUPPORT OF CREATING A PHOTOGRAPHIC ARCHIVE AND CATALOG, AND PRODUCING EDUCATIONAL WEBINARS ON WILDLIFE AND CONSERVATION TOPICS 5,000

KIDS ON THE BALL

294 NORTH WINOOSKI AVENUE STE 105
BURLINGTON,VT05401
NONE PC GENERAL OPERATING SUPPORT 300

LAKE CHAMPLAIN COMMITTEE INC

106 MAIN STREET STE 200
BURLINGTON,VT05401
NONE PC WATER PROTECTION ADVOCAY PROGRAM - YEAR SEVEN 30,000

LAKE CHAMPLAIN INTERNATIONAL INC

531 MAIN STREET
COLCHESTER,VT05446
NONE PC CONTINUING TO BUILD A CLEAN WATER ECONOMY IN VERMONT 10,000

LAMOILLE RESTORATIVE CENTER

PO BOX 148
HYDE PARK,VT05655
NONE PC GENERAL OPERATING SUPPORT 300

LEWIS CREEK ASSOCIATION

442 LEWIS CREEK ROAD
CHARLOTTE,VT05445
NONE PC GENERAL OPERATING SUPPORT 500

MAD RIVER RECREATION DISTRICT

4144 MAIN STREET
WAITSFIELD,VT05673
NONE GOV MAD RIVER VALLEY CONSERVATION AND RECREATION VISIONING PROJECT 5,000

MONTPELIER DOWNTOWN COMMUNITY ASSOCIATION

39 MAIN STREET
MONTPELIER,VT05602
NONE PC MONTPELIER COMMISSION ON RECOVERY AND RESILIENCE 25,000

MT MANSFIELD SKI EDUCATION FOUNDATION

403 SPRUCE PEAK
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 500

NATIONAL AUDUBON SOCIETY INC - VERMONT

65 MILLET STREET
RICHMOND,VT05477
NONE PC DESIGNING AND EVALUATING ON-FARM PRACTICES TO SUPPORT BIRDS AND BEES IN VERMONT (YEAR 3) 15,000

THE NATURE CONSERVANCY

575 STONE CUTTERS WAY STE 2
MONTPELIER,VT05602
NONE PC RECONNECTING VERMONT'S RIVERS 15,000

NOFA-VTVT FARMERS MARKET ASSOCIATION

PO BOX 697
RICHMOND,VT05477
NONE PC ORGANIC FOR THE FUTURE 30,000

NORTH BRANCH NATURE CENTER INC

713 ELM STREET
MONTPELIER,VT05602
NONE PC AMPHIBIANS, OWLS, AND MUSHROOMS: COMMUNITY SCIENCE AT NORTH BRANCH NATURE CENTER 5,000

NORTHEAST ORGANIC FARM PARTNERSHIP (A PROJECT OWNED BY MOFGA)

PO BOX 697
RICHMOND,VT05477
NONE PC OPERATING GRANT - YEAR 2 30,000

NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT

PO BOX 697
RICHMOND,VT05477
NONE PC IN SUPPORT OF FLOOD RELIEF 10,000

NORTHEAST WILDERNESS TRUST

17 STATE STREET STE 302
MONTPELIER,VT05601
NONE PC GENERAL OPERATING FUNDING TO SUPPORT THE STRATEGIC PLANNING PROCESS 15,000

NORTHERN FOREST CENTER INC

18 NORTH MAIN STREET STE 204
CONCORD,NH03301
NONE PC PLANNING TO MAINTAIN THE INTEGRITY OF VERMONT'S FORESTS 10,000

NORTHWEST VERMONT REGIONAL FOUNDATION

75 FAIRFIELD STREET
ST ALBANS,VT05676
NONE PC IN SUPPORT OF NORTHWEST HEALTHY ROOTS COLLABORATIVE 10,000

NORTHWOODS STEWARDSHIP CENTER

PO BOX 200
EAST CHARLESTON,VT05833
NONE PC GENERAL OPERATING SUPPORT 5,000

PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE

700 EXCHANGE STREET
MIDDLEBURY,VT05753
NONE PC IN SUPPORT OF THE EXTENDED POST-PROCESSING LICENSE FOR THE HIGH-RESOLUTION BATHYMETRIC MAPPING OF LAKE CHAMPLAIN 7,500

QUEBEC LABRADOR FOUNDATION

55 SOUTH MAIN STREET
IPSWICH,MA01938
NONE PC ACCELERATING LANDSCAPE CONNECTIVITY CONSERVATION AND RESTORATION FOR NATURE AND PEOPLE IN VERMONT AND BEYOND 12,500

REAL ORGANIC PROJECT

82 WILSON ROAD
EAST THETFORD,VT05043
NONE PC IN SUPPORT OF REAL ORGANIC PROJECT VERMONT 30,000

RENEWABLE ENERGY VERMONT EDUCATION FUND

33 COURT STREET
MONTPELIER,VT05602
NONE PC IN SUPPORT OF REV 2023 CONFERENCE 3,000

RENEWABLE ENERGY VERMONT EDUCATION FUND

33 COURT STREET
MONTPELIER,VT05602
NONE PC IN SUPPORT OF 100X30X30 PROJECT 10,000

SAGE MOUNTAIN BOTANICAL SANCTUARY

PO BOX 420
EAST BARRE,VT05649
NONE PC IN SUPPORT OF BUILDING AND IMPROVEMENT OF RECREATION TRAILS FOR THE VERMONT PUBLIC 5,000

SALVATION FARMS INC

49 PORTLAND STREET
MORRISVILLE,VT05661
NONE PC IN SUPPORT OF BUILDING FOOD SYSTEM RESILIENCE THROUGH AGRICULTURAL SURPLUS MANAGEMENT 20,000

COGGESHALL FARM MUSEUM

1 COLT DRIVE
BRISTOL,RI02809
NONE PC GENERAL OPERATING SUPPORT 500

SHELBURNE FARMS

1611 HARBOR ROAD
SHELBURNE,VT05482
NONE PC GENERAL OPERATING SUPPORT 3,000

SHELBURNE FIREFIGHTERS ASSOCIATION

PO BOX 911
SHELBURNE,VT05482
NONE PC GENERAL OPERATING SUPPORT 1,000

SHELBURNE MUSEUM

PO BOX 10
SHELBURNE,VT05482
NONE PC GENERAL OPERATING SUPPORT 2,000

SHELBURNE POLICE FOUNDATION INC

1233 SHELBURNE ROAD STE C-4
SOUTH BURLINGTON,VT05403
NONE PC GENERAL OPERATING SUPPORT 500

SHELBURNE RESCUE SQUAD

PO BOX 254
SHELBURNE,VT05482
NONE GOV GENERAL OPERATING SUPPORT 1,000

STOWE PERFORMING ARTS

PO BOX 3283
STOWE,VT056723283
NONE PC IN SUPPORT OF CAPACITY BUILDING CAMPAIGN 500

STOWE POLICE DEPARTMENT

PO BOX 730
STOWE,VT05672
NONE GOV GENERAL OPERATING SUPPORT 500

STOWE RESCUE SQUAD INC

PO BOX 291
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 500

STOWE VOLUNTEER FIREFIGHTERS ASSOCIATION

PO BOX 1132
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 500

THAYER SCHOOL OF ENGINEERING AT DARTMOUTH

6066 DEVELOPMENT OFFICE
HANOVER,NH03755
NONE PC GENERAL OPERATING SUPPORT 1,000

THE TRUST FOR PUBLIC LAND

3 SHIPMAN PLACE
MONTPELIER,VT05602
NONE PC EXPANDING AND CONSERVING VERMONT'S PUBLIC LANDS 30,000

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC

411 MAIN STREET
BURLINGTON,VT05401
NONE PC DESIGNING AND EVALUATING ON-FARM PRACTICES TO SUPPORT BIRDS AND BEES IN VERMONT - YEAR 3 15,000

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC

411 MAIN STREET
BURLINGTON,VT05401
NONE PC EXPANDING THE MYCO-PHYTOMEDIATION RESEARCH PLOTS AT THE SHELBURNE FARMS RIPARIAN BUFFERS LEADING TO ORCHARD COVE. 10,000

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC

411 MAIN STREET
BURLINGTON,VT05401
NONE PC IN SUPPORT OF THE COMMUNITY NEWS SERVICE 10,000

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC

411 MAIN STREET
BURLINGTON,VT05401
NONE PC CENTER FOR COMMUNITY NEWS IN SUPPORT OF VERMONT JOURNALISM MEDIA CONFERENCE 2,000

UNIVERSITY OF VERMONT MEDICAL CENTER INC

111 COLCHESTER AVENUE
BURLINGTON,VT05401
NONE PC IN SUPPORT OF MIDWIFERY RESEARCH AND EXPANSION OF MULTIDISCIPLINARY EDUCATION - PROJECT COMPLETION 50,000

UNIVERSITY OF VERMONT MEDICAL CENTER INC

111 COLCHESTER AVENUE
BURLINGTTON,VT05401
NONE PC DERMATOLOGY RESIDENCY 2,000

VERMONT ADAPTIVE SKI & SPORTS

PO BOX 139
KILLINGTON,VT05751
NONE PC OUTDOOR RECREATION ACCESSIBILITY FOR YOUTH AND ADULTS WITH DISABILITIES 5,000

VERMONT DEPARTMENT OF FOREST PARKS AND RECREATION

1 NATIONAL LIFE DRIVE
MONTPELIER,VT05602
NONE GOV ISLAND POND CONSERVATION PROJECT 20,000

VERMONT FAMILY FORESTS FOUNDATION INC

PO BOX 254
BRISTOL,VT05443
NONE PC IN CONTINUED SUPPORT OF THE VERMONT REPTILE AND AMPHIBIAN ATLAS 10,500

VERMONT FOODBANK

33 PARKER ROAD
BARRE,VT05641
NONE PC GENERAL OPERATING SUPPORT 1,000

VERMONT HISTORICAL SOCIETY

60 WASHINGTON STREET
BARRE,VT05641
NONE PC IN SUPPORT OT DOCUMENTARY ON ETHAN ALLEN 5,000

VERMONT HUTS ASSOCIATION

PO BOX 745
STOWE,VT05672
NONE PC LAUNCHING A LEGACY 30,000

VERMONT JOURNALISM TRUSTVT DIGGERORG

26 STATE STREET 8
MONTPELIER,VT05602
NONE PC GENERAL OPERATING SUPPORT 25,000

VERMONT LAW SCHOOL INC

PO BOX 96
SOUTH ROPYALTON,VT05068
NONE PC THE COMMUNITY ENERGY RESOURCE CENTER: CLIMATE ACTION PLANNING ASSISTANCE FOR VERMONT COMMUNITIES 10,000

VERMONT MOUNTAIN BIKE ASSOCIATION

PO BOX 2055
SOUTH BURLINGTON,VT05407
NONE PC GENERAL OPERATING SUPPORT TO ADVANCE A SUSTAINABLE FUTURE FOR AND THE HEALTH AND ECONOMIC BENEFITS OF MOUNTAIN BIKING IN VERMONT 30,000

VERMONT NATURAL RESOURCES COUNCIL

11 BALDWIN STREET
MONTPELIER,VT05602
NONE PC IN SUPPORT OF MAXIMIZING PROGRESS ON CLIMATE ACTION, CLEAN WATER, AND A RESILIENT VERMONT 30,000

VERMONT NATURAL RESOURCES COUNCIL

11 BALDWIN STREET
MONTPELIER,VT05602
NONE PC ADVANCING MULTIPLE FOREST CONSERVATION AND CLEAN WATER GOALS 40,000

VERMONT OUTDOOR BUSINESS ALLIANCE INC

12 HEMLOCK ROAD
MIDDLESEX,VT05602
NONE PC OUTDOOR COLLABORATIONS FOR A VERMONT CONSERVATION VISION 10,000

VERMONT PUBLIC CO

365 TROY AVENUE
COLCHESTER,VT05446
NONE PC IN SUPPORT OF VERMONT EDITION AND VERMONT THIS WEEK 40,000

VERMONT PUBLIC INTEREST RESEARCH & EDUCATION FUND

141 MAIN STREET 6
MONTPELIER,VT05602
NONE PC COALITION TO PROTECT VERMONT'S POLLINATORS FROM TOXIC PESTICIDES 20,000

VERMONT PUBLIC INTEREST RESEARCH & EDUCATION FUND

141 MAIN STREET 6
MONTPELIER,VT05602
NONE PC PROJECT SUPPORT FOR VPIREF'S CLIMATE & ENERGY AND ENVIRONMENTAL HEALTH PROGRAMS 30,000

VERMONT RIVER CONSERVANCY INC

29 MAIN STREET
MONTPELIER,VT05602
NONE PC FLOOD MITIGATION: COMMUNITY AND STATE LEVEL ADVOCACY FOR RESTORED RIVERS, FLOODPLAINS, AND WETLANDS 10,000

VERMONT SKI AND SNOWBOARD MUSEUM

1 SOUTH MAIN STREET
STOWE,VT05672
NONE PC GENERAL OPERATING SUPPORT 500

VERMONT WOODLANDS ASSOCIATION

PO BOX 26
RUPERT,VT05678
NONE PC IN SUPPORT OF CLIMATE-SMART FAMILY FORESTS IN VERMONT 5,000

WATERBURY AMBULANCE SERVICE

17627 GUPTIL ROAD
WATERBURY CENTER,VT05677
NONE PC GENERAL OPERATING SUPPORT 500

WATERBURY FIREFIGHTERS ASSOCIATION

28 NORTH MAIN STREET STE 1
WATERBURY CENTER,VT05476
NONE PC GENERAL OPERATING SUPPORT 500

WATERSHEDS UNITED VERMONT INC

379 ELM STREET
MONTPELIER,VT05602
NONE PC ADVOCATING FOR A COMPREHENSIVE WATERSHED APPROACH TO CLEAN WATER AND WATERSHED RESILIENCE 20,000

WOODS HOLE OCEANOGRAPHIC INSTITUTION

MS 40A
WOODS HOLE,MA02543
NONE PC GENERAL OPERATING SUPPORT 3,000
Total .................................right arrow 3a 1,081,705
bApproved for future payment

CATAMOUNT TRAIL ASSOCIATION
ONE MILL STREET 350
BURLINGTON,VT05401
NONE PC GENERAL OPERATING SUPPORT 10,000

CHAMPLAIN VALLEY OFFICE OF ECONOMIC OPPORTUNITY
PO BOX 1603
BURLINGTON,VT05402
NONE PC IN SUPPORT OF THE FUND TO FEED THE CHAMPLAIN VALLEY 10,000

CITIZENS AWARENESS NETWORK
PO BOX 83
SHELBURNE FALLS,MA01370
NONE PC IN SUPPORT OF BUILDING BRIDGES 5,000

GLOBAL JUSTICE ECOLOGY PROJECT INC (FISCAL SPONSOR FOR STANDING TREES)
266 ELMOOD AVENUE
BUFFALO,NY14222
NONE PC IN SUPPORT OF STANDING TREES 15,000

HUNGER FREE VERMONT INC
38 EASTWOOD DRIVE
SOUTH BURLINGTON,VT05403
NONE PC IN SUPPORT OF SUSTAINABLE SOLUTIONS FOR A HUNGER FREE VERMONT: PRIORITIZING EQUITY AND COLLABORATION 30,000

INTERLACE COMMONS
9 PLEASANT STREET
BRISTOL,VT05443
NONE PC IN SUPPORT OF SCALING AGROFORESTRY TO IMPROVE WATER QUALITY AND CLIMATE RESILIENCE 10,000

LAKE CHAMPLAIN COMMITTEE INC
106 MAIN STREET STE 200
BURLINGTON,VT05401
NONE PC IN SUPPORT OF WATER PROTECTION ADVOCACY 30,000

LAKE CHAMPLAIN INTERNATIONAL INC
531 MAIN STREET
COLCHESTER,VT05446
NONE PC IN SUPPORT OF CONTINUING TO BUILD A CLEAN WATER ECONOMY IN VERMONT 10,000

NORTHEAST ORGANIC FARMING ASSOCIATION OF VERMONT
PO BOX 697
RICHMOND,VT05477
NONE PC IN SUPPORT OF ORGANIC SOLUTIONS FOR HEALTHY FOOD AND FARMING IN VERMONT 30,000

NORTH BRANCH NATURE CENTER INC
713 ELM STREET
MONTPELIER,VT05602
NONE PC IN SUPPORT OF AMPHIBIANS, OWLS, AND MUSHROOMS: COMMUNITY SCIENCE AT NORTH BRANCH NATURE CENTER 5,000

NORTHERN FOREST CENTER INC
18 NORTH MAIN STREET STE 204
CONCORD,NH03301
NONE PC GARNERING SUPPORT FOR FOREST MANAGEMENT TO GROW WOOD HEAT MARKETS IN VERMONT 10,000

PEACE AND JUSTICE CENTER
239 SOUTH UNION STREET 3
BURLINGTON,VT05401
NONE PC IN SUPPORT OF THE PEOPLES FARMSTAND 5,000

QUEBEC LABRADOR FOUNDATION
55 SOUTH MAIN STREET
IPSWICH,MA01938
NONE PC IN SUPPORT OF THE ACCELERATING LANDSCAPE CONNECTIVITY CONSERVATION AND RESTORATION FOR NATURE AND PEOPLE IN VERMONT-AND-BEYOND PROJECT-PHASE 2 12,500

REAL ORGANIC PROJECT
82 WILSON ROAD
EAST THETFORD,VT05043
NONE PC IN SUPPORT OF THE REAL ORGANIC PROJECT'S LEADERSHIP INITIATIVE 30,000

SMOKEY HOUSE CENTER
426 DANBY MOUNTAIN ROAD
DANBY,VT05739
NONE PC IN SUPPORT OF THE LIVING LAB @ SMOKEY HOUSE CENTER 10,000

THE TRUST FOR PUBLIC LAND
3 SHIPMAN PLACE
MONTPELIER,VT05602
NONE PC IN SUPPORT OF EXPANDING AND CONSERVING VERMONT'S FORESTS 30,000

VERMONT COUNCIL ON RURAL DEVELOPMENT
9 BAILEY AVENUE
MONTPELIER,VT05602
NONE PC IN SUPPORT OF STRENGTHENING LOCAL VITALITY, RESILIENCE, AND LEADERSHIP 15,000

VERMONT FARMER'S MARKET EDUCATION CENTER
PO BOX 833
RUTLAND,VT05702
NONE PC IN SUPPORT OF BUILDING A RESILIENT LOCAL FOOD SYSTEM IN THE RUTLAND REGION 10,000

VERMONT FOODBANK
33 PARKER ROAD
BARRE,VT05641
NONE PC IN SUPPORT OF VERMONTERS FEEDING VERMONTERS 10,000

VERMONT HUTS ASSOCIATION
PO BOX 745
STOWE,VT05672
NONE PC IN SUPPORT OF INCREASING EQUITY - VELOMONT TRAILS AND VERMONT HUTS 30,000

VERMONT MOUNTAIN BIKE ADVOCATES INC (DBA VERMONT MOUNTAIN BIKE ASSOC)
PO BOX 2055
SOUTH BURLINGTON,VT05407
NONE PC GENERAL OPERATING SUPPORT 30,000

VERMONT NATURAL RESOURCES COUNCIL
11 BALDWIN STREET
MONTPELIER,VT05602
NONE PC IN SUPPORT OF TURNING CLIMATE CRISIS INTO ACTION ON CLIMATE RESILIENCE 30,000

VERMONT PUBLIC CO
365 TROY AVENUE
COLCHESTER,VT05446
NONE PC IN CONTINUED SUPPORT OF VERMONT EDITION AND VERMONT THIS WEEK 40,000
Total ................................. right arrow 3b 417,500
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ...........
    14 215,527  
4 Dividends and interest from securities ....     14 486,324  
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 .....     15 23,279  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 309,486  
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 1,034,616 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,034,616
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING SERVICES 2,963 1,482   1,481

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

TY 2023 DepreciationSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
ASSETS PRIOR TO 01/1988 1987-01-01 2,947 2,947 SL 5.000000000000 0 0    
OFFICE CHAIR 1989-11-15 180 180 SL 5.000000000000 0 0    
DESK & CHAIR 1990-01-01 2,493 2,493 SL 5.000000000000 0 0    
EQUIPMENT & FURNITURE 1991-02-26 16,569 16,569 SL 10.000000000000 0 0    
FILE CABINETS 1989-10-28 498 498 SL 7.000000000000 0 0    
CHAIRS 2000-01-19 947 947 SL 7.000000000000 0 0    
APPLE COMPUTER AND PRINTER 2012-12-15 2,647 2,250 SL 5.000000000000 0 0    
MICRO EDGE ONLINE GRANTS MANAGEMENT 2013-01-23 11,860 11,860 SL 5.000000000000 0 0    
OFFICE FURNITURE - SS STEPHENS 2016-02-04 19,727 18,318 SL 7.000000000000 235 0    
STOWE OFFICE FURNITURE - SS STEPHENS 2016-04-12 19,494 18,102 SL 7.000000000000 696 0    
SAMSUNG 460 COPIER 2016-03-31 269 269 SL 5.000000000000 0 0    
NEW PRINTER 2017-02-23 1,026 1,026 SL 5.000000000000 0 0    
COMPUTER 2018-05-09 1,256 1,130 SL 5.000000000000 84 0    
WEBSITE 2023-04-17 10,242   SL 3.000000000000 2,276 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Name of Bond End of Year Book Value End of Year Fair Market Value
50,000 GOLDMAN SACHS BOND PERPETUAL FLOATING COUPON 52,000 47,744
100,000 PNC FINANCIAL SERVICES GROUP BOND PERPETUAL 103,750 99,742
50,000 TRUIST FINANCIAL G BOND PERPETUAL 51,188 49,773
100,000 BOEING COMPANY FIXED COUPON NOTE 5/1/26 94,175 96,103
45,000 CELANESE HOLDINGS FIXED COUPON NOTE 5/8/24 43,316 44,578
200,000 CITIZENS FINANCIAL GROUP STEP COUPON NOTE 7/1/24 198,608 196,040
50,000 SIMON PROPERTIES GROUP FIXED COUPON NOTE 9/13/24 47,133 48,864
100,000 LAZARD LLC FIXED COUPON NOTE 2/13/25 99,780 97,799
85,000 AUTODESK INC. FIXED COUPON BOND 6/15/25 85,015 84,207
50,000 AIR LEASE CORPORATION FIXED COUPON BOND 7/1/25 47,280 48,395
100,000 GOLDMAN SACHS GROUP INC. FIXED COUPON NOTE 10/21/25 100,551 98,154
57,000 MORGAN STANLEY ZERO COUPON BOND 9/30/25 55,310 64,310
50,000 MORGAN STANLEY MTN FLOATING COUPON BOND 11/25/25 49,796 49,063
20,000 BANK OF AMERICA FIXED COUPON BOND 5/14/26 18,140 18,185
105,000 CENTURY HOUSING CORP MTN FIXED COUPON S&P 09/15/31 81,264 82,277
50,000 CREDIT SUISSE MTN VARIABLE COUPON NOTE 9/29/27 48,520 48,120
50,000 GENERAL MOTORS COMPANY FIXED COUPON NOTE 10/1/27 50,191 48,807
100,000 GENERAL MOTORS FINL FIXED COUPON MOODYS 01/09/33 100,843 106,410
100,000 APPLE INC. FIXED COUPON NOTE 11/13/27 95,038 95,963
100,000 GOLDMAN SACHS SERIES N MTN STEP COUPON NOTE 12/14/32 101,428 99,501
15,000 JP MORGAN CHASE STEP COUPON NOTE 1/31/33 14,175 14,015
100,000 JP MORGAN CHASE SER A MTN FIXED COUPON 06/13/2028 100,624 100,089
100,000 JP MORGAN CHASE SER E MTN STEP COUPON 06/23/2033 99,650 99,583
100,000 JOHNSON & JOHNSON BONC FIXED COUPON 05/15/2033 108,426 107,961
50,000 BANK OF AMERICA CORPORATION SERIES N MTN FLOATING COUPON 2/4/33 41,772 42,541
90,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 10/15/28 68,951 62,887
100,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 2/28/29 96,460 103,665
25,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 4/30/29 23,745 25,883
50,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 9/28/29 50,020 49,040
67,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 11/30/30 51,443 41,624
50,000 MORGAN STANLEY FINANCIAL LLC MTN INDEX-LINKED FLOATING COUPON 4/29/31 49,520 52,378
70,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 2/28/34 44,120 40,512
100,000 MORGAN STANLEY MTN INDEX-LINKED FLOATING COUPON 3/31/35 80,520 55,875
100,000 MORGAN STANLEY FIN LLC MTN INDEX-LINKED FLOATING COUPON 8/31/36 85,520 56,125
200,000 MICROSOFT CORP FIXED COUPON 02/06/27 196,728 194,786
100,000 MOUNTAIN AMERICAN FEDERAL CREDIT UNION 4.75% FIXED COUPON CERTIFICAT 100,008 99,712
200,000 NORTHERN TRUST CORP NOTE FIXED COUPON MOODYS 11/02/2032 213,941 214,766
100,000 SIMON PROPERTY GROUP LP NOTE FIXED COUPON 03/08/33 100,642 103,327
CUMULATIVE COST BASIS ADJUSTMENTS 53,378 0
250,000 JPMORGAN CHASE BK NA CD 5.45000% 07/08/2024 250,000 250,195
250,000 MVP BK INC FAIRMONT WEST VA CD 5.3000% FIXED COUPON 03/24/2025 250,012 250,680
65,000 WELLS FARGO BANK NATL ASSN CD 0.000% ZERO COUPON 07/08/2024 62,371 63,154

TY 2023 InvestmentsCorpStockSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Name of Stock End of Year Book Value End of Year Fair Market Value
1,000SH AGILENT TECHNOLOGIES 137,560 139,030
1,000SH MEDTRONIC PLC 111,075 82,380
1,500SH PALO ALTO NETWORKS INC. 362,100 442,320
1,500SH TESLA INC. 365,561 372,720
2,000SH EXXON MOBIL CORPORATION 224,150 199,960
10,299SH FS MULTI STRATEGY ALTERNATIVES FD I 100,030 112,358
10,890SH LIBERTY ST ROBINSON TAX ADVANTAGED INSTITUTIONAL FUND 90,000 91,800
13,754SH GOLDMAN SACHS EMERGING MARKETS EQUITY 262,572 294,748
15,411SH GOLDMAN SACHS ABSOLUTE RETURN 150,000 145,171
16,000SH FIDELITY CONTRAFUND 200,000 257,440
3,000SH ALPHABET INC. 368,515 419,070
1,000SH BERKSHIRE HATHAWAY INC. 180,470 356,660
16,000SH BLUE OWL CAPITAL CORP 227,392 236,160
500SH BOEING CO 129,747 130,330
4,000SH BROOKFIELD RENEWABLE COP CL A 115,535 115,160
2,000SH BUNGE CLOBAL SA COM 224,800 201,900
3,000SH CARRIER GLOBAL CORP 122,690 172,350
500SH CATERPILLAR INC 114,298 147,835
2,000SH CHEVRON CORPORATION 362,017 298,320
1,000SH CHUBB LIMITED COM 199,035 226,000
1,000SH CLOROX CO 167,513 142,590
1,000SH DANAHER CORP 202,208 231,340
2,000SH DUKE ENERGY CORP 178,902 194,080
800SH ELEVANCE HEALTH INC 368,259 377,248
2,000SH FORTIVE CORPORATION 142,100 147,260
1,000SH HILTON WORLWIDE HOLDINGS INC 141,585 182,090
2,000SH INTERNATIONAL BUSINESS MACHINES CORP 323,481 327,100
2,000SH INTERNATIONAL FLAVORS & FRAGRANCES 130,126 161,940
2,000SH KELLANOVA COM 103,922 111,820
4,000SH KENVUE INC 83,924 86,120
500SH ELI LILLY & CO 284,427 291,460
500SH MARRIOTT INTERNATIONAL INC 88,320 112,755
1,000SH MCDONALD'S CORP 290,967 296,510
500SH MCKESSON CORP 225,189 231,490
500SH MERCK & CO INC 52,663 54,510
5,000SH NEWMONT CORP 236,261 206,950
1,000SH NOVARTIS AG SPONSORED ADR 92,290 100,970
2,000SH PEPSICO INC. 329,422 339,680
2,500SH MORGAN STANLEY SEC 2025 PREFERRED 22,645 37,628
2,000SH NIKE INC. 319,303 217,140
20,000SH FORD MOTOR COMPANY 217,882 243,800
26,954SH GOLDMAN SACHS GQG PARTNERS INTERNATIONAL 350,000 533,963
3,000SH ABBOTT LABORATORIES 307,550 330,210
3,000SH APOLLO GLOBAL MANAGEMENT INC. 195,687 279,570
2,000SH COCA-COLA COMPANY 106,960 117,860
1,000SH EMERSON ELECTRIC COMPANY 96,155 97,330
3,500SH MICROSOFT CORPORATION 713,074 1,316,140
3,000SH PROCTER & GAMBLE COMPANY 382,823 439,620
1,000SH SALESFORCE INC 206,523 263,140
1,500SH STRYKER CORP 409,303 449,190
2,500SH TOTAL ENERGIES SE 151,344 168,450
2,500SH XYLEM INC COM 258,454 285,900
4,000SH AMAZON.COM INC. 535,874 607,760
5,000SH CITIGROUP INC. 280,629 257,200
4,000SH DELTA AIR LINES INC. 163,413 160,920
5,000SH DOW INC. 272,442 274,200
5,000SH GENERAL MOTORS COMPANY 215,257 179,600
3,000SH APPLE INC. 366,573 577,590
6,000SH INTEL CORPORATION 203,300 301,500
600SH AMERICA WATER WORKS COMPANY INC. 100,534 79,194
4,000SH PFIZER INC. 173,351 115,160
7,100SH AT&T INC. 5% PREFERRED 163,500 149,029
3,000SH BANK OF AMERICA CORPORATION 80,215 101,010
3,000SH GENERAL ELECTRIC COMPANY 185,006 382,890
3,000 UNITS DIGITAL REALTY TRUST 399,813 403,740
1,000 UNITS SIMPON PROPERTY GROUP INC 122,664 142,640

TY 2023 InvestmentsGovtObligationsSch
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
US Government Securities - End of Year Book Value:

4,152,263
US Government Securities - End of Year Fair Market Value:

4,227,870
State & Local Government Securities - End of Year Book Value:


102,707
State & Local Government Securities - End of Year Fair Market Value:


102,970


TY 2023 InvestmentsLandSchedule2
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
ASSETS PRIOR TO 01/1988 2,947 2,947 0 0
OFFICE CHAIR 180 180 0 0
DESK & CHAIR 2,493 2,493 0 0
EQUIPMENT & FURNITURE 16,569 16,569 0 0
FILE CABINETS 498 498 0 0
CHAIRS 947 947 0 0
APPLE COMPUTER AND PRINTER 2,647 2,250 397 397
MICRO EDGE ONLINE GRANTS MANAGEMENT 11,860 11,860 0 0
OFFICE FURNITURE - SS STEPHENS 19,727 18,553 1,174 1,174
STOWE OFFICE FURNITURE - SS STEPHENS 19,494 18,798 696 696
SAMSUNG 460 COPIER 269 269 0 0
NEW PRINTER 1,026 1,026 0 0
COMPUTER 1,256 1,214 42 42
WEBSITE 10,242 2,276 7,966 7,966

TY 2023 LegalFeesSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WATER QUALITY REGULATION 3,725 0   3,725
MCNEIL PLANT PROJECT 5,000 0   5,000


TY 2023 OtherDecreasesSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Description Amount
PRIOR PERIOD ADJUSTMENT FOR RIDGEWOOD ELECTRIC POWER TRUST DISPOSED 18,291


TY 2023 OtherExpensesSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANNUAL FILINGS 207 0   207
BANK FEES 327 0   327
OFFICE, PHONE & WEBSITE 12,635 0   12,635
MEMBERSHIP DUES 250 0   250
SOFTWARE SUBSCRIPTION 38,856 0   38,856


TY 2023 OtherIncomeSchedule2
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FIDELITY - OTHER INCOME 23,213 23,213 23,213
ROYALTY INCOME 66 66 66


TY 2023 OtherProfessionalFeesSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT SERVICES 148,571 148,571   0
LITERARY SERVICES 12,609 0   12,609
FOUNDATION PROFESSIONAL 18,000 0   18,000
WATER QUALITY PROFESSIONALS 36,911 0   36,911


TY 2023 TaxesSchedule
Name:
LINTILHAC FOUNDATION INC
EIN:
35-2558724
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 8,000 0   0
FOREIGN TAXES PAID 4,192 4,192   0