LOCONTI FAMILY CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOCONTI FAMILY CHARITABLE TRUST (EIN 46-2969014)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349101308
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T06:35:00-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232385520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT ROSSI and CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 Main St 2nd Flr | AddressLine1Txt |
| City | Olyphant | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462969014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCONTI FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCO | BusinessNameControlTxt |
| Phone | 8028492300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 PINNACLE FARM ROAD | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAIME MCCUTCHEON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAIME | PersonFirstNm |
| Person Last | MCCUTCHEON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH ROSSI CPA | PreparerPersonNm |
| PTIN | P01217405 | PTIN |
| Phone | 5708762300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $337,121 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,893 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,893 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $630,539 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,141,044 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $630,539 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $3,346 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $661,437 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $661,437 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,346 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $2,693 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $5,193 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $783,295 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $783,295 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $788,488 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $783,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,051 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $661,437 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,346 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $225,991 | CashBOYAmt |
| Cash EOY | $337,121 | CashEOYAmt |
| Cash EOYFMV | $337,121 | CashEOYFMVAmt |
| Corporate Stock BOY | $875,612 | CorporateStockBOYAmt |
| Total Assets BOY | $1,101,603 | TotalAssetsBOYAmt |
| Total Assets EOY | $337,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $337,121 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,101,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $337,121 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,101,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $337,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,101,603 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $337,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,101,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,051 | ExcessRevenueOverExpensesAmt |
| Subtotal | $974,552 | SubtotalAmt |
| Other Decreases | $637,431 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $337,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 79 ENPHASE ENERGY INC COM | P | 2023-04-26 | 2023-10-04 | $9,061 | $13,035 | -$3,974 | -$3,974 |
| 21 ENPHASE ENERGY INC COM | P | 2023-04-26 | 2023-10-04 | $2,409 | $3,465 | -$1,056 | -$1,056 |
| 1000 ROBINHOOD MKTS INC COM CL A | P | 2023-11-09 | 2023-11-10 | $8,200 | $8,005 | $195 | $195 |
| 250 TESLA INC | P | 2023-01-03 | 2023-01-09 | $30,177 | $28,005 | $2,172 | $2,172 |
| 100 TESLA INC | P | 2023-01-03 | 2023-01-09 | $12,071 | $10,675 | $1,396 | $1,396 |
| 100 TESLA INC | P | 2023-04-26 | 2023-10-05 | $26,172 | $15,500 | $10,672 | $10,672 |
| 100 TESLA INC | P | 2023-10-19 | 2023-11-13 | $22,080 | $22,857 | -$777 | -$777 |
| 100 TESLA INC | P | 2023-10-19 | 2023-11-13 | $22,080 | $22,600 | -$520 | -$520 |
| 100 TESLA INC | P | 2023-11-09 | 2023-11-13 | $22,080 | $20,772 | $1,308 | $1,308 |
| 1000 TOAST INC CL A | P | 2023-07-19 | 2023-10-03 | $17,751 | $22,410 | -$4,659 | -$4,659 |
| 1000 3M COMPANY COM | P | 2023-04-12 | 2023-12-13 | $103,589 | $105,000 | -$1,411 | -$1,411 |
| 100 AMERICAN WATER WORKS COMPANY INC | P | 2021-02-17 | 2023-04-17 | $14,961 | $16,050 | -$1,089 | -$1,089 |
| 100 AMERICAN WATER WORKS COMPANY INC | P | 2021-02-22 | 2023-04-17 | $14,961 | $15,114 | -$153 | -$153 |
| 100 AMERICAN WATER WORKS COMPANY INC | P | 2021-03-03 | 2023-04-17 | $14,961 | $13,390 | $1,571 | $1,571 |
| 100 ANHEUSER-BUSCH INBEVSA/NV ADR EAH REP 1 | P | 2020-01-21 | 2023-10-04 | $5,272 | $7,881 | -$2,609 | -$2,609 |
| 100 ANHEUSER-BUSCH INBEVSA/NV ADR EAH REP 1 | P | 2020-01-21 | 2023-10-04 | $5,272 | $7,881 | -$2,609 | -$2,609 |
| 4000 HAWAIIAN ELECTRIC INDUSTRIES INC | P | 1984-05-10 | 2023-12-13 | $55,480 | $64,449 | -$8,969 | -$8,969 |
| 500 VERIZON COMMUNICATIONS INC | P | 2010-02-04 | 2023-10-05 | $15,772 | $13,541 | $2,231 | $2,231 |
| 1900 VERIZON COMMUNICATIONS INC | P | 2010-02-04 | 2023-10-05 | $59,935 | $51,474 | $8,461 | $8,461 |
| 500 VERIZON COMMUNICATIONS INC | P | 2010-02-04 | 2023-10-05 | $15,770 | $13,546 | $2,224 | $2,224 |
| 1100 VERIZON COMMUNICATIONS INC | P | 2010-02-04 | 2023-10-05 | $34,694 | $29,789 | $4,905 | $4,905 |
| 879 WAL-MART INC | P | 1985-01-25 | 2023-10-18 | $142,379 | $1,148 | $141,231 | $141,231 |
| 1000 WAL-MART INC | P | 1985-01-25 | 2023-11-02 | $165,979 | $1,306 | $164,673 | $164,673 |
| 1000 WAL-MART INC | P | 1985-01-25 | 2023-11-13 | $166,879 | $1,306 | $165,573 | $165,573 |
| 1000 WAL-MART INC | P | 1985-01-25 | 2023-12-13 | $153,059 | $1,306 | $151,753 | $151,753 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $630,539 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $3,346 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,194 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,194 | SubtotalAmt |
| Tax Based On Investment Income | $9,194 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,354 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAIME MCCUTCHEON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5708762300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 PINNACLE FARM RD | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05464 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | JAIME MCCUTCHEON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 PINNACLE FARM ROAD | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $918,402 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,910 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,026,312 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,026,312 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,395 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,010,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,194 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,194 | TotalTaxAmt |
| Distributable Before Adj | $41,352 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $41,352 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $41,352 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $783,295 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $783,295 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,352 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $93,877 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $118,895 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $104,961 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $55,438 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $373,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $783,295 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,352 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $741,943 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,115,114 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $93,877 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,021,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,895 | ExcessFromYear4Amt |
| Excess From Year3 | $104,961 | ExcessFromYear3Amt |
| Excess From Year1 | $55,438 | ExcessFromYear1Amt |
| Excess From Current Year | $741,943 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VERMONT ENGLISH BULLDOG RESCUE | |||||||
| 170 LAMPLITE LANE | WILLISTON | VT | 05495 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $34,525 |
| ADDISON COUNTY HUMANE SOCIETY | |||||||
| 236 BOARDMAN ST | MISSLEBURY | VT | 05753 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $50,000 |
| CVHS | |||||||
| 1589 ROUTE 14 SOUTH | MONTPELIER | VT | 05651 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $75,000 |
| PASSION FOR PAWS | |||||||
| 53 WEBSTER LANE | SHELBURNE | VT | 05482 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $45,000 |
| UPPER VALLEY HUMANE SOCIETY | |||||||
| 300 OLD RT 10 | ENFIELD | NH | 03748 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $25,000 |
| KINGDOM ANIMAL SHELTER | |||||||
| 1161 PORTLAND ST | ST JOHNSBURY | VT | 05819 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $50,000 |
| BENNINGTON COUNTY HUMANE SOCIETY | |||||||
| 1779 VT ROUTE 7A | ARLINGTON | VT | 05250 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $5,000 |
| GREEN MOUNTAIN PUG RESCUE | |||||||
| 283 TOWWN LINE ROAD | MENDON | VT | 05701 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $30,000 |
| RIVERSIDE RESCUE | |||||||
| 236 RIVERSIDE AVE | LUNENBURG | VT | 05906 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $71,010 |
| RUTLAND COUNTY HUMANE SOCIETY | |||||||
| 765 STEVENS ROAD | PITTSFORD | VT | 05763 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $45,000 |
| FRANKLIN COUNTY HUMANE SOCIETY | |||||||
| 30 SUNSET MEADOWS | ST ALBANS | VT | 05906 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $25,000 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW ROAD | MORRISVILLE | VT | 05661 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $15,000 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $275,000 |
| ELIZABETH H BROWN HUMANE SOCIETY IN | |||||||
| 80 BUTTONWOOD LANE | VICTORY | VT | 05858 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $37,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $783,295 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,893 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $630,539 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,898 | ExclusionAmt |
| Related Or Exempt Function Incm | $630,539 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $661,437 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERT ROSSI & CO | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK VS. TAX COST BASIS AND GAIN DIFFERENCES | Desc |
| Amt | $637,431 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAXES | CategoryTxt |
| Amt | $2,693 | Amt |