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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CARRIS CORPORATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)49 MAIN STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PROCTOR, VT05765
A Employer identification number

03-0326934
B Telephone number (see instructions)

(802) 773-9111
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$53,573J 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) 425,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 425,000 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
168 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 168 0   0
25 Contributions, gifts, grants paid....... 444,086 444,086
26 Total expenses and disbursements. Add lines 24 and 25 444,254 0   444,086
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -19,254
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 72,827 53,573 53,573
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 72,827 53,573 53,573
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........ 0 0
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)..... 72,827 53,573
30 Total liabilities and net assets/fund balances (see instructions). 72,827 53,573
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
72,827
2
Enter amount from Part I, line 27a .....................
2
-19,254
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
53,573
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,573
Form 990-PF (2024)
Form 990-PF (2024)
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		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 0
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 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part 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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowCARRIS FINANCIAL CORP Telephone no.right arrow (802) 773-9111

Located atright arrow49 MAIN STREETPROCTORVT ZIP+4right arrow05765
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
DAVID FITZ-GERALD DIRECTOR
0.00 		0 0 0
49 MAIN STREET
PROCTOR,VT05765
ALBERTO AGUILAR DIRECTOR
0.00 		0 0 0
49 MAIN STREET
PROCTOR,VT05765
DAVID SUNDERLAND DIRECTOR
0.00 		0 0 0
49 MAIN STREET
PROCTOR,VT05765
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 (2024)
Form 990-PF (2024)
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
NONE
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 (2024)
Form 990-PF (2024)
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
0
b
Average of monthly cash balances.......................
1b
63,200
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
63,200
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
63,200
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
948
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
62,252
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,113
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
3,113
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,113
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,113
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
3,113
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
444,086
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
444,086
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,113
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 235,967
b From 2020...... 177,888
c From 2021...... 153,104
d From 2022...... 415,676
e From 2023...... 732,418
f Total of lines 3a through e ........ 1,715,053
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 444,086
a Applied to 2023, 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 2024 distributable amount..... 3,113
e Remaining amount distributed out of corpus 440,973
5 Excess distributions carryover applied to 2024. 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 2,156,026
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		235,967
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,920,059
10 Analysis of line 9:
a Excess from 2020.... 177,888
b Excess from 2021.... 153,104
c Excess from 2022.... 415,676
d Excess from 2023.... 732,418
e Excess from 2024.... 440,973
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

4GIVEN & FREE MINISTRY

2001 HERMIT TRAIL
NEWTON,NC28658 		N/A PC TO SUPPORT THE CONDUCTION OF A TEN WEEK PROGRAM FOCUSING ON GOD AND HIS WORD 5,000

A PAW UP RESCUE

203 W HAYES ST
SAVOY,TX75479 		N/A PC TO HELP SUPPORT THE ORGANIZATION IN SPAYING AND NEUTERING CATS AND DOGS 1,000

ALEXANDER COUNTY YMCA

260 BLACK OAK RIDGE RD
TAYLORSVILLE,NC28681 		N/A PC TO SUPPORT THE ANNUAL IMPACT FUND 1,000

ALLEGHANY HIGHLANDS COMMUNITY SERVICES

205 E HAWTHORNE ST
COVINGTON,VA24426 		N/A PC PROVIDES SUPPORT TO RESIDENTS WITH MENTAL HEALTH ISSUES, DISABILITIES, AND RECOVERING ADDICTS 5,000

ALLEGHANY HUMANE SOCIETY

9313 RICH PATCH ROAD
COVINGTON,VA24426 		N/A PC TO SUPPORT HOMELESS ANIMALS 1,500

ALZHEIMER'S ASSOCIATION

75 TALCOTT RD STE 40
WILLISTON,VT05495 		N/A PC RAISE AWARENESS AND FUNDS ALZHEIMER'S CARE, SUPPORT, AND RESEARCH. 1,500

AMERICAN CANCER SOCIETY

55 DAY LANE
WILLISTON,VT05495 		N/A PC TO SUPPORT CANCER RESEARCH, RIDES TO APPOINTMENTS, AND PATIENT SUPPORT 10,000

AMERICAN RED CROSS

32 NORTH PROSPECT ST
BURLINGTON,VT05401 		N/A PC RESPONSE TO EARTHQUAKES IN TURKEY/SYRIA 11,655

AMERICAN WARRIORS OF LIBERTY INC

409 EAST FRONT ST
STATESVILLE,NC28687 		N/A PC BRING AWARENESS AND HELP TO THE NATIONS ARMED SERVICE MEMBERS AND FIRST RESPONDERS 2,500

ASHURE MINISTRY

PO BOX 31
NEWTON,NC28658 		N/A PC TO HELP WITH THE MISSION OF MAXIMIZING SUPPORT FOR THOSE IN NEED 2,500

BAILEYS GLEN-HOUGH HS PARTNERSHIP

12219 MEETINGHOUSE DR
CORNELIUS,NC28031 		N/A PC SUPPORTS EVENTS AT THE HIGH SCHOOL 1,000

BIKER'S AGAINST PREDATORS

PO BOX 1269
GOSHEN,IN46538 		N/A PC TO SUPPORT THEIR EFFORTS IN CONFRONTING AND EXPOSING ONLINE PREDATORS 2,000

BOILING SPRINGS FIRE DEPT INC

5407 POTTS CREEK RD
COVINGTON,VA24426 		N/A PC TO SUPPORT IN TRAINING AND EQUIPMENT TO PROVIDE SERVICES 4,000

BUILDON INC- ACH

1111 SUMMER ST
STAMFORD,CT06905 		N/A PC TO HELP EMPOWER US YOUTH AS THEY TRANSFORM THEIR COMMUNITIES, OUR WORLD, AND THEMSELVES BY SERVING THEIR NEIGHBORHOODS IN POOREST COUNTRIES ON THE PLANET 1,000

CASA OF COLLIN COUNTY

101 E DAVIS ST
MCKINNEY,TX75069 		N/A PC SUPPORTS CHILD ABUSE PREVENTION 7,000

CASTLETON UNIVERSITY UPWARD BOUND

87 UNIVERSITY DRIVE
CASTLETON,VT05735 		N/A PC PROVIDES SUPPORT TO HIGH SCHOOLERS IN RUTLAND COUNTY PREPARING FOR COLLEGE 2,000

CATAWBA COUNTY COUNCIL ON AGING

PO BOX 835
HICKORY,NC28602 		N/A PC TO SUPPORT THE PROGRAMS AND ACTIVITIES FOR ADULTS OVER THE AGE OF 60 1,500

CHITTENDEN DAMMERS

PO BOX 75
CHITTENDEN,VT05701 		N/A PC TO SUPPORT THE FIGHT AGAINST HUNGERY 1,000

CHRISTINA'S HOUSE

38 MADISON AVENUE
SPRINGFIELD,MA01105 		N/A PC TO SUPPORT WOMEN AND THEIR CHILDREN IN THE SPRINGFIELD COMMUNITY 4,000

CICD PR PARADE

80 CEDAR ST
HARTFORD,CT06106 		N/A PC SUPPORTS THE PUERTO RICAN PARADE IN CT 3,000

CLARENDEN ELEMENTARY SCHOOL PTO

84 GRANGE HALL
NORTH CLARENDON,VT05759 		N/A PC TO PROVIDE FINANCIAL SUPPORT TO TEACHERS FOR ACTIVITIES 1,000

COMMUNITY FOOD PANTRY OF NEW CARLISLE

PO BOX 135
NEW CARLISLE,IN46552 		N/A PC TO SUPPORT PROVIDING QUALITY FOOD TO SOCIAL SERVICES AGENCIES 11,000

COMPASS FOR LIFE

130 SOUTH LEXINGTON AVE
COVINGTON,VA24426 		N/A PC PROVIDES HOUSING TO HOMELESS OR RECENTLY INCARCERATED INDIVIDUALS 5,000

CONNECTICUT CHILDREN'S FOUNDATION

282 WASHINGTON ST
HARTFORD,CT06106 		N/A PC PROVIDES SUPPORT IN RESEARCH OF CHILDHOOD DISEASES 7,000

CORNERSTONE FOUNDATION

15 PROSPECT STREET PO BOX 3
VERNON,CT06066 		N/A PC TO SUPPORT RESOURCES FOR THE COMMUNITY 4,000

COURT APPOINTED SPECIAL ADVOCATES OF FANNIN COUNTY

112 W 5TH ST
BONHAM,TX75418 		N/A PC TO SUPPORT FANIN COUNTY CHILDREN'S CENTER 4,000

CRAIG COUNTY RESCUE SQUAD-EMS INC

PO BOX 81
NEW CASTLE,VA24127 		N/A PC PROVIDE FUNDS FOR TRAININGS AND EQUIPMENT 4,000

CYSTIC FIBROSIS FOUNDATION

20 TRAFALGAR SQ STE 447
NASHUA,NH03063 		N/A PC TO SUPPORT EFFORTS IN THEIR MISSION TO HELP CURE AND HELP THOSE WITH CYSTIC FIBROSIS 5,000

DIAKONOS INC

1400 5TH ST
STATESVILLE,NC28677 		N/A PC TO SUPPORT FIFTH STREET MINISTRIES 5,000

DISCOVER NEW CARLISLE

PO BOX 723
NEW CARLISLE,IN46552 		N/A PC TO HELP IN THEIR EFFORTS TO STAY COMMITTED TO FOSTERING AND CULTIVATING THRIVING ECONOMIC GROWTH 1,000

DODD CITY VOLUNTEER FIRE DEPT

201 S MAIN ST
DODD CITY,TX75438 		N/A PC PROVIDES FUNDS FOR EQUIPMENT AND TRAININGS 4,000

EMPLOYEE OWNERSHIP FOUNDATION

1200 18TH STREET NW SUITE 1125
WASHINGTON,DC20036 		N/A PC TO SUPPORT THE COLLECTION OF DATA AND ENCOURAGE OBJECTIVE RESEARCH ON EMPLOYEE OWNERSHIP 36,350

ENFIELD FOOD SHELF

786 ENFIELD STREET
ENFIELD,CT06082 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 5,000

ENFIELD LOAVES & FISHES

23 N MAIN STREET
ENFIELD,CT06082 		N/A PC TO SUPPORT PROVIDING FOOD, AID AND COMFORT TO PEOPLE IN NEED 8,000

FAIR HAVEN GRADE SCHOOL PTO

115 NORTH MAIN STREET
FAIR HAVEN,VT05819 		N/A PC TO PROVIDE SUPPORT TO TEACHERS AND CHILDREN FOR SUPPLIES & ACTIVITIES 3,500

FAIRBANKS MUSEUM AND PLANETARIUM

1302 MAIN ST
ST JOHNSBURY,VT05819 		N/A PC TO SUPPORT THE MISSION TO INSPIRE WONDER, CURIOSITY, AND RESPONSIBILITY FOR THE NATURAL WORLD 500

FANNIN COUNTY FAMILY CRISIS CENTER

118 E SAM RAYBURN DRIVE
BONHAM,TX75418 		N/A PC TO SUPPORT INDIVIDUALS AND FAMILIES AFFECTED BY ASSULT 4,000

FEED MY STARVING CHILDREN

401 93RD AVE NW
COON RAPIDS,MN55433 		N/A PC TO SUPPORT FEEDING HUNGRY CHILDREN 1,000

FOOD FOR DAYS

224 ROLLING HILLS RD
MOORESVILLE,NC28117 		N/A PC TO SUPPORT THE COMMUNITY WITH FOOD 5,000

FRIENDS OF NEW BUFFALO TWP FIRE DEPT

19640 OAK DRIVE
NEW BUFFALO,MI49117 		N/A PC TO SUPPORT THE ANNUAL 5K RACE 3,000

FRIENDS OF THE HOMELESS

755 WORTHINGTON STREET
SPRINGFIELD,MA01105 		N/A PC TO SUPPORT HELPING HOMELESS FAMILIES WITH THE NECESSITIES 6,000

GILBERT CHURCH OF GOD

KEITH AT 25TH STREET
CLEVELAND,TN37311 		N/A PC PROVIDES SUPPORT TO RIVER VIEW HIGH SCHOOL BASEBALL PROGRAM, THE COMMUNITY, AND TO THE GLEN FORK SCHOOL 3,500

GIRLS ON THE RUN VERMONT

188 ALLEN BROOK LANE STE 2
WILLISTON,VT05495 		N/A PC SUPPORTS COACH TRAININGS 5,000

GRANITE FALLS ELEMENTARY PTO

60 N HIGHLAND AVE
GRANITE FALLS,NC28630 		N/A PC TO PROVIDE SUPPORT TO TEACHERS AND CHILDREN FOR SUPPLIES & ACTIVITIES 3,000

HABITAT FOR HUMANITY

551 RUTLAND ROAD
WEST RUTLAND,VT05777 		N/A PC TO SUPPORT BUILDING A HOME IN RUTLAND FOR A FAMILY IN NEEDTO SUPPORT 5K RUN THAT BENEFITS COME ALIVE OUTSIDE 2,500

HERITAGE FAMILY CARES FOR YOU FOUNDATION INC

30 ALLEN STREET
RUTLAND,VT05701 		N/A PC TO SUPPORT RECREATIONAL WELLNESS EXPERIENCES 3,000

HEROES ON THE WATER

101 CN GREENVILLE AVE
ALLEN,TX75002 		N/A PC SUPPORTS VARIOUS ACTIVITIES IN THE HIDDENITE COMMUNITY 8,001

HIDDENITE COMMUNITY CENTER

PO BOX 84
HIDDENITE,NC28636 		N/A PC TO SUPPORT IN PROVIDING FREE MEALS TO ANYONE WHO IS HUNGRY 5,000

HOLY FAMILY TABLE

401 WEST 5TH STREET
MADERA,CA93637 		N/A PC TO SUPPORT IN PROVIDING FREE MEALS TO ANYONE WHO IS HUNGRY 12,500

HOUSE OF PRAYER EVANG

590 HENRY ST
MERCED,CA95341 		N/A PC TO SPONSOR A CHILDRENS CAMP, FOOD GIVEAWAYS, OR CLOTHING FOR HOMELESS 500

INDIANA UNIVERSITY FOUNDATION

PO BOX 500
BLOOMINGTON,IN47402 		N/A PC TO SUPPORT WITH LEADERSHIP AND FUNDRAISING SERVICES FOR CAMPUSES AND UNITS ACROSS THE UNIVERSITY 5,000

INDIANA WOMEN IN NEED FOUNDATION INC

5501 N COLLEGE AVE
INDIANAPOLIS,IN46220 		N/A PC PROVIDES ASSISTANCE TO WOMEN RECOVERING FROM DOMESTIC VIOLENCE 3,100

IRA FIRE DEPARTMENT

1102 CROSS RD
IRA,VT05777 		N/A PC TO HELP PURCHASE ITEMS OR EQUIPMENT FOR SUPPORTING THE COMMUNITY 3,000

IRA HISTORICAL SOCIETY

53 WEST RD
IRA,VT05777 		N/A PC TO SUPPORT PERPETUATING THE HISTOR AND CULTURE OF THE TOWN OF IRA 500

JOSH PAUL MINISTRIES

PO BOX 692
NORTH WILKESBORO,NC28659 		N/A PC SUPPORT FOR HURRICANE HELENE RELIEF 10,000

LANDSHARKS 2027

1746 IMPALA DR
NILES,MI49120 		N/A PC TO SUPPORT THEIR COMMITMENT TO NURTURE YOUNG BASEBALL TALENT BY OFFERING A COMPREHENSIVE TRAVEL BASEBALL EXPERIENCE 1,500

LIGHTHOUSE VILLAGE CHURCH OF GOD

18459 W US 12
NEW BUFFALO,MI49117 		N/A PC TO SUPPORT EFFORS IN SPIRITUAL GROWTH AND OUTREACH IN THE COMMUNITY 500

LOTHROP SCHOOL PTO

28281 AVENUE 14
MADERA,CA93638 		N/A PC SUPPORTS EVENTS HELD BY THE SCHOOL TO SUPPORT TEACHERS AND STUDENTS 1,000

MADERA COUNTY FOOD BANK

225 PINE STREET
MADERA,CA93637 		N/A PC TO SUPPORT IN PROVIDING FOR THE FOOD NEEDS OF MADERA COUNTY 12,500

MADERA RESCUE MISSION

1305 CLINTON STREET
MADERA,CA93638 		N/A PC TO SUPPORT IN PROVIDING SERVICES FOR THE HOMELESS 12,500

MANCHESTER AREA CONFERENCE OF CHURCHES INC

PO BOX 3804
MANCHESTER,CT06045 		N/A PC PROVIDES COMMUNITY SUPPORT 4,000

MATHEW J VIEU MEMORIAL FUND

46 CANAL STREET
SOUTH HADLEY,MA01075 		N/A PC TO SUPPORT AND ASSIST LOCAL VETERANS AND ACTIVE MILITARY AFFAIRS 3,000

MENTOR CONNECTOR

PO BOX 1617
RUTLAND,VT05701 		N/A PC SUPPORTS MENTOR BOWL AND OTHER YOUTH PROGRAMS IN RUTLAND 2,400

MILL RIVER FRIENDS OF WRESTLING

2321 MIDDLE ROAD
NORTH CLARENDON,VT05759 		N/A PC SUPPORTS THE WRESTLING PROGRAM OF GRADES K-12 1,000

NATIONAL BREAST CANCER FOUNDATION INC

PO BOX 5939
ABILENE,TX79608 		N/A PC TO HELP WITH EDUCATION, RESOURCES, SCREENINGS 2,000

NEIGHBOR BY NEIGHBOR

PO BOX 197
HERBERT,MI49115 		N/A PC TO SUPPORT THEIR MISSION TO CONNECT THE MOST VULNERABLE RESIDENTS OF BERRIAN COUNTY WITH RESOURCES AND SERVICES TO ADDRESS IMMEDIATE NEEDS 2,500

NEW CARLISLE WESLEYAN CHURCH

32645 EARLY RD
NEW CARLISLE,IN46552 		N/A PC TO SUPPORT THE SPIRITUAL MISSION OF THE CHURCH 3,000

NEW JERUSALEM LUTHEREN CHRUCH

2120 STARTOWN ROAD
HICKORY,NC28602 		N/A PC TO SUPPORT THE BACKPACK PROGRAM AT A LOCALLY SPONSORED SCHOOL 2,000

NEW PRARIE CHOIR BOOSTER

5333 N COUGAR ROAD
NEW CARLISLE,IN46552 		N/A PC TO SUPPORT NEW PRAIRIE CHOIR 500

NEW PRAIRIE LITTLE LEAGUE INC

4687 N 800 E
NEW CARLISLE,IN46552 		N/A PC TO HELP WITH COST OF OPERATING THE TEAM, UNIFORMS, EQUIPMENT, ETC. 1,500

NEW PRAIRIE UNITED SCHOOL

5327 N COUGAR RD
NEW CARLISLE,IN46552 		N/A PC SUPPORTS EVENTS HELD BY THE SCHOOL TO SUPPORT TEACHERS AND STUDENTS 500

OPEN ARMS SHELTER

1205 ALBERT BROADFOOT PO BOX 234
BONHAM,TX75418 		N/A PC SUPPORTS COMMUNITY NEEDS AND DISASTER RELIEF 3,000

PARAMOUNT THEATER

30 CENTER STREET
RUTLAND,VT05701 		N/A PC TO SUPPORT IN HOLDING EVENTS AND PERFORMANCES FOR THE COMMUNITY 25,000

PINE HILL PARTNERSHIP INC

3424 QUARTERLINE RD
CENTER RUTLAND,VT05736 		N/A PC TO HELP THE VOLUNTEERS WITH REPAIRS, MAINTENANCE, AND OTHER THINGS THAT BENEFIT THE COMMUNITY 10,000

PITTSFORD FOOD SHELF

PO BOX 11
PITTSFORD,VT05763 		N/A PC TO HELP WTH FOOD INSECURITIES 1,000

PREVENT CHILD ABUSE

PO BOX 829
MONTPELIER,VT05601 		N/A PC TO SUPPORT THE PINWHEEL GARDENING AND BEING GIANTSTEP LEVEL SPONSORSHIP 400

PROVIDENCE MINISTRIES FOR THE NEEDY

51 HAMILTON STREET
HOLYOKE,MA01040 		N/A PC TO SUPPORT ASSISTING THE PEOPLE IN NEED IN THE COMMUNITY OF THEIR BASIC NEEDS 5,000

RED BUD AREA MINISTRIES

107 W FRONT ST
BUCHANAN,MI49107 		N/A PC TO SUPPORT IN PROVIDING FOOD, CLOTHING AND OTHER NECESSITIES TO THOSE IN NEED IN THE COMMUNITY 11,000

REINBOW RIDING CENTER

PO BOX 395
CUTTINGSVILLE,VT05738 		N/A PC TO SUPPORT THE THERAPEUTIC RIDING FACILITY AND THE PROGRAMS FOR THE STUDENT'S NEEDS 500

RISING MT ZION BAPTIST CHURCH

123 MOUNT ZION DRIVE
EAGLE ROCK,VA24085 		N/A PC PROVIDES SUPPORT TO COMMUNITY MEMBERS IN NEED 4,000

RUTGERS UNIVERSITY FOUNDATION

33 KNIGHTSBRDGE RD
PISCATAWAY,NJ08854 		N/A PC TO SUPPORT "FRIENDS OF THE INSTITUTE" 5,000

RUTLAND COUNTY LITTLE LEAGUE

234 COLLINS LANE
NORTH CLARENDON,VT05759 		N/A PC TO HELP WITH COST OF OPERATING THE TEAM, UNIFORMS, EQUIPMENT, ETC. 2,000

RUTLAND HEALTH FOUNDATION

160 ALLEN STREET
RUTLAND,VT05701 		N/A PC TO SUPPORT INFUSING HOPE, EXPANDING ACCESS CAMPAIGN 1,500

SPECIAL OLYMPICS - VT

16 GREGORY DRIVE SUITE 2
SOUTH BURLINGTON,VT05403 		N/A PC TO PROVIDE YEAR-ROUND SPORTS TRAINING AND COMPETITION FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES 3,000

SPECTRUM HEALTH SYSTEM

100 MICHIGAN AVE
GRAND RAPIDS,MI49503 		N/A PC TO SUPPORT THEIR MISSION TO PROVIDE THE HIGHEST QUALITY OF SERVICES TO INDIVIDUALS SEEKING TREATMENT FOR SUBSTANCE USE AND/OR MENTAL HEALTH DISORDERS 2,000

SPRINGFIELD PREGNANCY CARE CENTER

704 SUMMER AVENUE
SPRINGFIELD,MA01108 		N/A PC TO SUPPORT IN PROVIDING ASSITANCE TO WOMEN INVOLVED IN UNPLANNED PREGNACY 2,000

SPRINGFIELD RESCUE MISSION

10 MILL ST
SPRINGFIELD,MA01108 		N/A PC TO SUPPORT IN HUNGER RELIEF AND THE HOMELESS 6,000

STONY POINT VOLUNTEER FIRE DEPT

PO BOX 146
STONY POINT,NC28678 		N/A PC TO PROVIDE FOOD, DRINKS AND SUPPLIES TO THE VOLUNTEER FIRE DEPARTMENT 2,500

SUSAN G KOMEN

13770 NOEL RD STE 801889
DALLAS,TX75380 		N/A PC SUPPORTS BREAST CANCER RESEARCH 2,980

TAYLORSVILLE APPLE FESTIVAL

PO BOX 87
TAYLORSVILLE,NC28681 		N/A PC TO SUPPORT LITTLE BLUE CHO, PROCEEDS GO TO THE LOCAL SCHOOLS 1,700

TEXAS LITTLE CUTIES RESCUE

16886 S STATE HWY 78
LEONARD,TX75452 		N/A PC SUPPORTS LOCAL HOMELESS ANIMALS 1,000

THE ARC FRESNOMADERA COUNTIES

323 N E STREET
MADERA,CA93638 		N/A PC TO HELP THE PROGRAM THAT OFFERS INDIVIUALS WITH AN INTELLECTUAL OR DEVELOPMENTAL DISABILITY THE OPPORTUNITY TO SUCCEED IN A SUPPORTIVE ENVIRONMENT 10,000

THE COMMUNITY SURVIVAL CENTER

240 MAIN ST
INDIAN ORCHARD,MA01151 		N/A PC SUPPORTS IN PROVIDING FOOD, CLOTHING, AND HOUSEHOLD ITEMS TO STRUGGLING FAMILIES 4,000

THE ISAIAH CLOSET INC

302 S MAIN ST
BONHAM,TX75418 		N/A PC PROVIDES SUPPORT FOR FOSTER FAMILIES AND CAREGIVERS 3,000

THE MCKINNEY FIRST BAPTIST CHURCH

401 W ERWIN AVE
MCKINNEY,TX75069 		N/A PC PROVIDES SUPPORT TO THE MCKINNEY FIRST BAPTIST CHURCH 2,000

THE MEADOWS MEMORY CARE UNIT

HERITAGE HILL PLACE
RUTLAND,VT05701 		N/A PC TO HELP PROVIDE RESIDENTS WITH TRAINED STAFF AND THE CARE AND ATTENTION NEEDED 5,000

TOM SAVAGE QUARTER NOTE FOUNDATION

459 WOODLAND STREET
WINDSOR LOCKS,CT06096 		N/A PC TO SUPPORT IN PROVIDING SCHOLARSHIPS TO STUDENTS AND HELPING FAMILIES IN NEED 4,000

TOUR DE SLATE

350 DAISY HOLLOW ROAD
MIDDLETOWN SPRINGS,VT05757 		N/A PC TO SUPPORT REHABILITATION PROGRAM 5,000

VERMONT ADAPTIVE SKI

PO BOX 139
KILLINGTON,VT05751 		N/A PC TO SUPPORT SPORT AND RECREATIONAL ACTIVITIES FOR PEOPLE WITH DISABILITIES 5,000

VERMONT PATRIOT GUARD RIDERS

73 SOUTH BINGHAM STREET
CORNWALL,VT05753 		N/A PC TO SUPPORT THE SNACK SACK PROGRAM FOR KIDS IN NEED OF MEALS 2,000

VERMONT RECOVER NETWORK INC

PO BOX 3042
BURLINGTON,VT05408 		N/A PC SUPPORTS RECOVERY PROGRAMS FOR INDIVIDUALS RECOVERING FROM SUBSTANCE ABUSE 500

WEST STAFFORD FIRE DEPARTMENT

106 WEST STAFFORD ROAD
STAFFORD SPRINGS,CT06076 		N/A PC TO HELP PURCHASE ITEMS OR EQUIPMENT FOR SUPPORTING THE COMMUNITY 2,000

WONDERFEET KIDS MUSEUM

PO BOX 6243
RUTLAND,VT05702 		N/A PC TO PROVIDE GENERAL OPERATING SUPPORT 5,000

WREATHS ACROSS AMERICA

PO BOX 249
COLUMBIA FALLS,ME04623 		N/A PC SUPPORTS IN PLACING WREATHS ON VETERANS GRAVES 500
Total .................................right arrow 3a 444,086
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		         
4 Dividends and interest from securities ....          
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 ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
0
(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 (2024)
Form 990-PF (2024)
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.
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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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CARRIS CORPORATION FOUNDATION
 
Employer identification number

03-0326934
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CARRIS CORPORATION FOUNDATION
  		Employer identification number
03-0326934
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
CARRIS FINANCIAL CORP
 
49 MAIN STREET
 
PROCTOR, VT05765

$ 425,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CARRIS CORPORATION FOUNDATION
  		Employer identification number

03-0326934
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CARRIS CORPORATION FOUNDATION
  		Employer identification number

03-0326934
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 ExplnOfNonFilingWithAGStmt
Name:
CARRIS CORPORATION FOUNDATION
EIN:
03-0326934
Statement:
VERMONT DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE SUBMITTED TO THE ATTORNEY GENERAL.

TY 2024 OtherExpensesSchedule
Name:
CARRIS CORPORATION FOUNDATION
EIN:
03-0326934
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 168 0   0