2024-05-13T07:42:21-05:00 2022-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2022-01-01 854006841 YELLOW HOUSE COMMUNITY SERVICES INC YELL 8029897044 29 SEMINARY STREET MIDDLEBURY VT 05753 ANDREA KERZ-MURRAY PRESIDENT 8029897044 2024-05-10 1 ANDREA KERZ-MURRAY 999009999 0 CONNIE FELLION P01875413 8026581808 2024-05-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 426896 X 622689 428 428 245 499925 285085 369408 0 369408 992770 285513 369408 108030 0 0 0 361115 0 249383 75621 21418 0 8475 2570 6397 0 0 0 6103 0 0 0 35477 0 18858 5719 7211 0 7211 26393 0 20252 6141 3642 0 2795 847 129213 0 72186 39320 704999 0 379160 130218 0 0 704999 0 379160 130218 287771 285513 0 128586 150256 150256 27557 27557 27557 0 200353 200353 55941 7211 0 48730 48730 128586 426896 426896 10539 0 10539 X 128586 416357 128586 416357 128586 426896 128586 287771 0 416357 0 416357 PUBLICLY TRADED SECURITIES 2022-04-12 499925 214840 285085 285085 285085 3969 0 3969 0 3969 0 0 0 0 0 183 4152 0 0 0 0 0 0 0 0 0 0 0 1 VT 1 0 1 0 0 1 YELLOWHOUSECOMMUNITY.COM ANDREA TREADWAY 8022362199 429 MOUNT INDEPENDENCE ROAD ORWELL VT 05760 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREA KERZ-MURRAY 29 SEMINARY STREET MIDDLEBURY VT 05753 PRESIDENT 7.00 0 0 0 JAMES MURRAY 29 SEMINARY STREET MIDDLEBURY VT 05753 BOARD MEMBER 3.00 0 0 0 JOSEPH BROWN 29 SEMINARY STREET MIDDLEBURY VT 05753 TREASURER/SECRETARY 3.00 0 0 0 KRISTEN BROWN 29 SEMINARY STREET MIDDLEBURY VT 05753 BOARD MEMBER 4.00 0 0 0 ELISE HAYDON 29 SEMINARY STREET MIDDLEBURY VT 05753 EXECUTIVE DIRECTOR 40.00 108030 0 0 HILLARY WARREN 29 SEMINARY STREET MIDDLEBURY VT 05753 SIDEKICK 40.00 57581 0 0 ELISE H SUTTON 29 SEMINARY STREET MIDDLEBURY VT 05753 SIDEKICK 40.00 50030 0 0 0 NONE 0 PROVIDING ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WITH SAFE, RESIDENTIAL FAMILY HOUSEHOLDS, MEANINGFUL VOCATION, AND THE SUPPORT TO CONTINUE DEVELOPING SKILLS, INTERESTS, AND RELATIONSHIPS. YELLOW HOUSE PROVIDES PROGRAMMING AND ASSISTANCE WITH COMMUNITY-BASED EMPLOYMENT AND INTEGRATION FOR ITS RESIDENTS. 130218 0 0 375052 0 375052 0 0 375052 5626 369426 18471 18471 3969 3969 14502 0 14502 0 14502 130218 0 130218 14502 485 0 0 130218 485 0 0 14502 115231 0 0 115231 0 0 0 0 0 0 0 115231 115231 JOSEPH BROWN KRISTEN BROWN X 0 0 14 428 14 245 RESIDENT FEES 369408 0 673 369408 370081 11A RESIDENT FEES ARE FROM PROVIDING ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES WITH SAFE, RESIDENTIAL FAMILY HOUSEHOLDS, MEANINGFUL VOCATION, AND THE SUPPORT TO CONTINUE DEVELOPING SKILLS. 0 0 0 0 0 0 0 0 0 0 X X 1 PAUL KERZ 525 EAST 72ND STREET APT 32F NEW YORK NY 10021 10000 X 2 ELEANOR AND DAVID IGNAT PO BOX 1360 MIDDLEBURY VT 05753 10000 X 3 LOUISE HIRSCHFIELD 10 BYRON PL UNIT 716 LARCHMONT NY 10538 5000 X 4 JOSPEH AND KRISTEN BROWN 590 ROBBINS ROAD CORNWALL VT 05753 518760 X X 5 ANDREA KERZ-MURRAY 435 WEYBRIDGE STREET MIDDLEBURY VT 05753 5722 X 6 YELLOW HOUSE COMMUNITY LLC 29 SEMINARY STREET MIDDLEBURY VT 05753 67378 X 4 1,125.0000 SHARES ISHARES CORE S&P 500 ETF 499680 2022-04-11 ACCOUNTING FEES 6103 0 0 0 APPLIANCES 2022-01-26 3748 SL 5.000000000000 687 0 687 BLINDS 2022-02-09 10372 SL 7.000000000000 1358 0 1358 DINING CHAIRS AND STOOLS 2022-03-03 7895 SL 7.000000000000 940 0 940 LEATHER CHAIRS AND COUCH 2022-03-07 15645 SL 7.000000000000 1863 0 1863 PULLOUT COUCH 2022-03-30 5324 SL 7.000000000000 570 0 570 DINING TABLE 2022-04-08 2278 SL 7.000000000000 244 0 244 LOUNGE CHAIRS 2022-04-12 1724 SL 7.000000000000 185 0 185 LOUNGE CHAIR 2022-04-29 2192 SL 7.000000000000 209 0 209 SAMSUNG 50" TV 2022-10-24 568 SL 5.000000000000 19 0 19 APPLIANCES 2022-01-26 6195 SL 5.000000000000 1136 0 1136 AMENDED RETURN EXPLANATION THE FORM 990-PF IS BEING AMENDED TO CORRECT THE BASIS OF THE STOCK DONATION TO THE DONOR'S BASIS. ORIGINALLY THE AMOUNT WAS INADVERTENTLY REPORTED AT THE FAIR MARKET VALUE ON COLUMN B OF PAGE 1. THE BASIS ADJUSTMENT RESULTS IN A BASIS REDUCTION OF $284,840 (PART III LINE 5) FROM $499,680 AS ORIGINALLY REPORTED, TO $214,840 AS AMENDED ON PART IV. THE BASIS REDUCTION RESULTS IN A CAPITAL GAIN INCREASE FROM $245 AS ORIGINALLY REPORTED, TO $285,085 AS AMENDED ON PART IV. THIS RESULTS IN AN INCREASE IN EXCISE TAX FROM $9 AS ORIGINALLY REPORTED, TO $3,969 AS AMENDED.THE INCREASE IN EXCISE TAX ALSO RESULTS IN AN INCREASE OF THE EXCESS DISTRIBUTION CARRYOVER FROM $111,271 AS ORIGINALLY FILED, TO $115,231 AS AMENDED. BANK SWEEP IN INVESTMENT PORTFOLIO FMV 200353 200353 APPLIANCES 3748 687 3061 3748 BLINDS 10372 1358 9014 10372 DINING CHAIRS AND STOOLS 7895 940 6955 7895 LEATHER CHAIRS AND COUCH 15645 1863 13782 15645 PULLOUT COUCH 5324 570 4754 5324 DINING TABLE 2278 244 2034 2278 LOUNGE CHAIRS 1724 185 1539 1724 LOUNGE CHAIR 2192 209 1983 2192 SAMSUNG 50" TV 568 19 549 568 APPLIANCES 6195 1136 5059 6195 LEGAL FEES 6397 0 0 0 ADVERTISING & PROMOTION 10175 0 0 0 BANK & CREDIT CARD FEES 672 0 0 0 CONSULTING 1320 0 1013 307 DUES & SUBSCRIPTIONS 361 0 277 84 EQUIPMENT COSTS 3697 0 2837 860 INSURANCE 29976 0 20392 6184 POSTAGE 272 0 209 63 PROFESSIONAL DEVELOPMENT 10643 0 0 0 MISCELLANEOUS 1376 0 0 0 SUPPLIES 24506 0 13891 4624 TELEPHONE AND INTERNET 6359 0 2986 905 FOOD AND OTHER PROGRAM EXPENSES 39856 0 30581 9275 ADD: ACCRUAL TO CASH 0 0 0 17018 RESIDENT FEES 369408 369408 PAUL KERZ 525 EAST 72ND STREET APT 32F NEW YORK NY 10021 ELEANOR AND DAVID IGNAT PO BOX 1360 MIDDLEBURY VT 05753 ANDREA KERZ-MURRAY 435 WEYBRIDGE STREET MIDDLEBURY VT 05753 PAYROLL TAXES 35477 0 18858 5719