SORG-VOGT CHARITABLE FOUNDATION TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SORG-VOGT CHARITABLE FOUNDATION TR (EIN 46-7372122)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349102144
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 467372122 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SORG-VOGT CHARITABLE FOUNDATION TRUST 3844 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SORG | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 1280 | AddressLine1Txt |
| City | BRATTLEBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05302 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA F FLYNN | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,232,496 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $58,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $355,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $53,206 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,722 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,884 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,884 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,600 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,600 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $500 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,486 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,486 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,870 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,374 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,374 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,870 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,974 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,852 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $103,441 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,502 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,502 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $441,827 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $357,372 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $357,017 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,043,515 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,032,800 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,518,117 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $225,993 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $225,993 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $233,860 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,814,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,739,667 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,232,496 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,814,776 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,739,667 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,814,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,739,667 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,814,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,739,667 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,814,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64 | OtherIncreasesAmt |
| Subtotal | $1,740,202 | SubtotalAmt |
| Other Decreases | $535 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,739,667 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 21. ANALOG DEVICES INC | 2022-02-04 | 2025-05-29 | $4,515 | $3,392 | $1,123 | $1,123 |
| 21. ANALOG DEVICES INC | 2022-02-04 | 2025-05-29 | $4,515 | $3,392 | $1,123 | $1,123 |
| 5. BLACKROCK INC | 2022-02-04 | 2025-05-29 | $4,882 | $4,080 | $802 | $802 |
| 5. BLACKROCK INC | 2022-02-04 | 2025-05-29 | $4,882 | $4,080 | $802 | $802 |
| 425. ENBRIDGE INC | 2022-02-04 | 2025-05-29 | $19,469 | $16,038 | $3,431 | $3,431 |
| 425. ENBRIDGE INC | 2022-02-04 | 2025-05-29 | $19,469 | $16,038 | $3,431 | $3,431 |
| 209. FIDELITY NATL INFORMATION SVCS INC | 2022-06-10 | 2025-05-29 | $16,316 | $22,278 | -$5,962 | -$5,962 |
| 209. FIDELITY NATL INFORMATION SVCS INC | 2022-06-10 | 2025-05-29 | $16,316 | $22,278 | -$5,962 | -$5,962 |
| 30. INTERCONTINENTAL EXCHANGE INC | 2022-06-10 | 2025-05-29 | $5,357 | $2,942 | $2,415 | $2,415 |
| 30. INTERCONTINENTAL EXCHANGE INC | 2022-06-10 | 2025-05-29 | $5,357 | $2,942 | $2,415 | $2,415 |
| 36. J P MORGAN CHASE & CO | 2022-02-04 | 2025-05-29 | $9,507 | $5,606 | $3,901 | $3,901 |
| 36. J P MORGAN CHASE & CO | 2022-02-04 | 2025-05-29 | $9,507 | $5,606 | $3,901 | $3,901 |
| 140. STARBUCKS CORP | 2023-10-13 | 2025-05-29 | $11,802 | $10,864 | $938 | $938 |
| 140. STARBUCKS CORP | 2023-10-13 | 2025-05-29 | $11,802 | $10,864 | $938 | $938 |
| 30. EATON CORP PLC | 2022-06-10 | 2025-05-29 | $9,749 | $4,126 | $5,623 | $5,623 |
| 30. EATON CORP PLC | 2022-06-10 | 2025-05-29 | $9,749 | $4,126 | $5,623 | $5,623 |
| 270. MEDTRONIC HLDG LTD | 2023-10-13 | 2025-05-29 | $22,218 | $22,872 | -$654 | -$654 |
| 270. MEDTRONIC HLDG LTD | 2023-10-13 | 2025-05-29 | $22,218 | $22,872 | -$654 | -$654 |
| 19. UNITED HEALTHCARE CORP | 2024-11-06 | 2025-07-15 | $5,537 | $11,362 | -$5,825 | -$5,825 |
| 19. UNITED HEALTHCARE CORP | 2024-11-06 | 2025-07-15 | $5,537 | $11,362 | -$5,825 | -$5,825 |
| 20000. FED HOME LOAN BANKS 3.5200% 07/28/25 | 2022-07-21 | 2025-07-28 | $20,000 | $20,000 | ||
| 20000. FED HOME LOAN BANKS 3.5200% 07/28/25 | 2022-07-21 | 2025-07-28 | $20,000 | $20,000 | ||
| 460. COMCAST CORP CL A | 2022-06-10 | 2025-10-13 | $13,562 | $22,111 | -$8,549 | -$8,549 |
| 460. COMCAST CORP CL A | 2022-06-10 | 2025-10-13 | $13,562 | $22,111 | -$8,549 | -$8,549 |
| .75 SOLSTICE ADVANCED MATLS INC | 2022-02-04 | 2025-11-03 | $33 | $34 | -$1 | -$1 |
| .75 SOLSTICE ADVANCED MATLS INC | 2022-02-04 | 2025-11-03 | $33 | $34 | -$1 | -$1 |
| 35000. US TREAS NOTES 4.5000% 11/15/25 | 2023-08-18 | 2025-11-15 | $35,000 | $34,748 | $252 | $252 |
| 35000. US TREAS NOTES 4.5000% 11/15/25 | 2023-08-18 | 2025-11-15 | $35,000 | $34,748 | $252 | $252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,516 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $596 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $596 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $925 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $925 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $329 | OverpaymentAmt |
| Applied To ES Tax | $329 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trust Company of Vermont | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022549400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 LINDEN STREET | AddressLine1Txt |
| City | BRATTLEBORO | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Trust Company of Vermont | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 86 Linden Street | AddressLine1Txt |
| City | Brattleboro | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,884 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PURPOSE OF THE TRUST IS EXCLUSIVELY RELIGIOUS, CHARITABL SCIENTIFIC, LITERARY AND EDUCATIONAL WITHIN THE MEANING OF CODE 501(C)(3) | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,212,345 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,214,916 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,214,916 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,181,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,085 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,085 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $596 | TotalTaxAmt |
| Distributable Before Adj | $108,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $108,489 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $108,489 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,974 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $111,974 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,170 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $647 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,552 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,974 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,485 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,037 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,735 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,302 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,170 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $647 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $3,485 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christopher Chapman CO Trust Co of | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1280 | AddressLine1Txt |
| City | Brattleboro | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05302 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8022312766 | RecipientPhoneNum |
| Form And Info And Materials | Letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | December 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Qualified Charitable Recipients | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Center for Woodlands Education | ||||||||
| PO BOX 471 | Corinth | VT | 05039 | NONE | PC | CHARITABLE | $500 | |
| Waterman Fund | ||||||||
| PO BOX 1064 | East Corinth | VT | 05040 | NONE | PC | CHARITABLE | $500 | |
| Northeast Wilderness Trust | ||||||||
| 17 STATE STREET SUITE 302 | Montpelier | VT | 05602 | NONE | PC | CHARITABLE | $3,000 | |
| Upper Valley Land Trust | ||||||||
| 1 BUCK ROAD | Hanover | NH | 03755 | NONE | PC | CHARITABLE | $500 | |
| Childrens Literacy Foundation | ||||||||
| 3579 WATERBURY-STOWE RD | Waterbury Center | VT | 05677 | NONE | PC | CHARITABLE | $1,000 | |
| Golden Huggs Rescue | ||||||||
| PO BOX 299 | Waitsfield | VT | 05673 | NONE | PC | CHARITABLE | $500 | |
| Brattleboro Memorial Hospital - Dev Off | ||||||||
| 17 BELMONT AVENUE | Brattleboro | VT | 05301 | NONE | PC | MEDICAL | $3,000 | Office of Development |
| Green Mountain Club | ||||||||
| 4711 WATERBURY-STOWE ROAD | Waterbury Center | VT | 05677 | NONE | PC | CHARITABLE | $3,000 | |
| Garden Path Elder Living | ||||||||
| 65 HARRIS AVENUE | Brattleboro | VT | 05301 | NONE | PC | CHARITABLE | $4,000 | |
| Vermont Historical Society | ||||||||
| 60 WASHINGTON STREET | Barre | VT | 05641 | NONE | PC | CHARITABLE | $250 | |
| Windham Union Association | ||||||||
| 800 VT ROUTE 9 | West Brattleboro | VT | 05301 | NONE | PC | RELIGIOUS | $100 | C/O First Congregational Church UCC |
| Central Vermont Humane Society | ||||||||
| 1589 VT ROUTE 14 SOUTH | East Montpelier | VT | 05651 | NONE | PC | CHARITABLE | $500 | |
| Green Mountain Camp | ||||||||
| 565 GREEN MOUNTAIN CAMP ROAD | Dummerston | VT | 05301 | NONE | PC | CHARITABLE | $500 | |
| Planned Parenthood of Northern NE | ||||||||
| 187 SAINT PAUL STREET | Burlington | VT | 05401 | NONE | PC | CHARITABLE | $500 | |
| VT Public Interest Research & Education | ||||||||
| 9 BALDWIN STREET | Montpelier | VT | 05602 | NONE | PC | CHARITABLE | $300 | |
| Winston Prouty Center For Child & Family | ||||||||
| 209 AUSTINE DRIVE | Brattleboro | VT | 05301 | NONE | PC | COMMUNITY | $500 | Development |
| Vermont Institute of Natural Science | ||||||||
| PO BOX 1281 | Quechee | VT | 05059 | NONE | PC | CHARITABLE | $500 | Nature Center |
| Dummerston Historical Society | ||||||||
| PO BOX 8064 | Brattleboro | VT | 05304 | NONE | PC | CHARITABLE | $100 | |
| Vermont Land Trust | ||||||||
| 8 BAILEY AVE | Montpelier | VT | 056029942 | NONE | PC | CHARITABLE | $500 | |
| Chandler Center for the Arts | ||||||||
| 71 N MAIN ST | Randolph | VT | 05060 | NONE | PC | CHARITABLE | $1,500 | |
| Groundworks Collaborative Inc | ||||||||
| PO BOX 370 | Brattleboro | VT | 05302 | NONE | PC | CHARITABLE | $1,000 | Attn Development Team |
| Brattleboro Area Hospice | ||||||||
| 191 CANAL STREET | Brattleboro | VT | 05301 | NONE | PC | MEDICAL | $500 | Attn Debbie Bunker |
| Central Vermont Council on Aging | ||||||||
| 59 MAIN STREET STE 200 | Barre | VT | 056414121 | NONE | PC | CHARITABLE | $500 | |
| Interaction | ||||||||
| YOUTH SERVICES AND RESTORATIVE JUST | Brattleboro | VT | 053026008 | NONE | PC | CHARITABLE | $500 | |
| Boys and Girls Club of Brattleboro | ||||||||
| 17 FLAT STREET | Brattleboro | VT | 05301 | NONE | PC | CHARITABLE | $750 | |
| Dummerston Cares-Emergency Fuel Fund | ||||||||
| PO BOX 302 | West Dummerston | VT | 05357 | NONE | PC | CHARITABLE | $500 | C/O Jean Momaney |
| Randolph Area Food Shelf | ||||||||
| 12 PRINCE ST UNIT 3 | Randolph | VT | 05060 | NONE | PC | CHARITABLE | $2,000 | |
| Friends of Brooks Memorial Library | ||||||||
| 224 MAIN STREET | Brattleboro | VT | 05301 | NONE | PC | CHARITABLE | $1,000 | Attention Treasurer |
| Vermont Youth Conservation Corps | ||||||||
| 1949 EAST MAIN STREET | Richmond | VT | 05477 | NONE | PC | EDUCATIONAL | $300 | |
| Windmill Hill Pinnacle Association | ||||||||
| PO BOX 584 | Saxtons River | VT | 05154 | NONE | PC | CHARITABLE | $1,000 | |
| Brattleboro Area Affordable Housing | ||||||||
| PO BOX 1284 | Brattleboro | VT | 05302 | NONE | PC | CHARITABLE | $500 | |
| Friends of the Winooski River | ||||||||
| 21 MARVIN ST | Montpelier | VT | 05601 | NONE | PC | CHARITABLE | $500 | |
| Lydia Taft Pratt Library | ||||||||
| PO BOX 70 | West Dummerston | VT | 053570070 | NONE | PC | EDUCATIONAL | $700 | Dummerston Recreation Board Fund |
| United Way Of Windham County | ||||||||
| PO BOX 617 | Brattleboro | VT | 05302 | NONE | PC | CHARITABLE | $1,000 | One Holstein Place Ste 313 |
| Brookfield Historical Society | ||||||||
| PO BOX 447 | Brookfield | VT | 05036 | NONE | PC | CHARITABLE | $500 | |
| Brattleboro Museum and Art Center | ||||||||
| 10 VERNON STREET | Brattleboro | VT | 05301 | NONE | PC | CHARITABLE | $500 | |
| Windham County Humane Society | ||||||||
| PO BOX 397 | Brattleboro | VT | 05302 | NONE | PC | PREVENTION OF CRUELTY TO | $300 | |
| Wellesley College | ||||||||
| 106 CENTRAL STREET | Wellesley | MA | 024818203 | NONE | PC | EDUCATIONAL | $1,000 | Office For Resources |
| Brattleboro Senior Meals | ||||||||
| 207 MAIN STREET | Brattleboro | VT | 05301 | NONE | PC | CHARITABLE | $500 | |
| Planned Parenthood Federation of America | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | New York | NY | 102731045 | NONE | PC | CHARITABLE | $500 | Office of Gift Planning |
| Kent Place School | ||||||||
| 42 NORWOOD AVENUE | Summit | NJ | 079011913 | NONE | PC | EDUCATIONAL | $500 | |
| The Pingry School | ||||||||
| 131 MARTINSVILLE RD | Basking Ridge | NJ | 07920 | NONE | PC | EDUCATIONAL | $500 | Office of Institutional Advancement |
| Christ Congregational Church | ||||||||
| 50 WALNUT LANE | Princeton | NJ | 08540 | NONE | PC | RELIGIOUS | $200 | |
| Dummerston Congregational Church | ||||||||
| 125 E ORCHARD ROAD | Dummerston | VT | 05301 | NONE | PC | RELIGIOUS | $3,000 | |
| Landmark College | ||||||||
| 19 RIVER ROAD | Putney | VT | 05346 | NONE | PC | EDUCATIONAL | $250 | |
| Vermont Community Foundation | ||||||||
| 3 COURT STREET | Middlebury | VT | 05753 | NONE | PC | CHARITABLE | $1,500 | Attn VT Flood Response & Recovery Fd |
| Council on Aging for SE VT | ||||||||
| 38 PLEASANT STREET | Springfield | VT | 05156 | NONE | PC | CHARITABLE | $500 | |
| AIDS Project Of Southern Vermont | ||||||||
| PO BOX 1486 | Brattleboro | VT | 05302 | NONE | PC | CHARITABLE | $50 | |
| Vermont Food Bank | ||||||||
| 33 PARKER ROAD - WILSON INDUSTRIAL | Barre | VT | 05641 | NONE | PC | CHARITABLE | $6,000 | Director of Development |
| Haverford College | ||||||||
| 370 LANCASTER AVE | Haverford | PA | 19041 | NONE | PC | EDUCATION | $1,000 | Advancement Services Founders 308 |
| Friends of Music at Guilford | ||||||||
| PO BOX 6366 | Brattleboro | VT | 05302 | NONE | PC | CHARITABLE | $100 | |
| Green Mountain Conservancy | ||||||||
| PO BOX 301 | West Dummerston | VT | 05357 | NONE | PC | CHARITABLE | $700 | |
| West Brookfield Village Trust | ||||||||
| 103 ROXBURY LINE ROAD | West Brookfield | VT | 05060 | NONE | PC | COMMUNITY | $1,500 | |
| Lupus Foundation of America | ||||||||
| PO BOX 96864 | Washington | DC | 200906864 | NONE | PC | MEDICAL | $100 | |
| Retreat Farm | ||||||||
| 45 FARMHOUSE SQUARE | Brattleboro | VT | 053014801 | NONE | PC | CHARITABLE | $700 | |
| Vermont Center for Ecostudies | ||||||||
| PO BOX 420 | Norwich | VT | 05055 | NONE | PC | CHARITABLE | $750 | |
| Reading is Fundamental | ||||||||
| PO BOX 96897 | Washington | DC | 20090 | NONE | PC | EDUCATIONAL | $500 | Attn Development Dept |
| American Red Cross of Vermont | ||||||||
| 29 MANSFIELD AVE | Burlington | VT | 054013323 | NONE | PC | CHARITABLE | $250 | |
| Brookfield Community Partnership | ||||||||
| PO BOX 452 | Brookfield | VT | 05036 | NONE | PC | CHARITABLE | $500 | |
| North Branch Nature Center Inc | ||||||||
| 713 ELM STREET | Montpelier | VT | 05602 | NONE | PC | CHARITABLE | $500 | |
| Stone Soup Cafe | ||||||||
| PO BOX 57 | Greenfield | MA | 01302 | NONE | PC | CHARITABLE | $27,737 | Jansyn Thaw Director of Marketing |
| Vermont Public | ||||||||
| 365 TROY AVENUE | Colchester | VT | 05446 | NONE | PC | CHARITABLE | $500 | |
| Quabbin Food Connector | ||||||||
| 12 NORTH MAIN ST | Orange | MA | 01364 | NONE | PC | CHARITABLE | $27,737 | Cathy Stanton Treasurer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,374 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,516 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $53,206 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $53,206 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROC REALTY CORP | Desc |
| Amt | $535 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $938 | $938 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $395 | $395 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $153 | $153 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING AND BASIS ADJUSTMENT | Desc |
| Amt | $64 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,600 | Amt |
| Disbursements Charitable Prps | $1,600 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |