2024-05-13T15:01:13-05:00 2023-12-31 990PF 2023-01-01 467372122 SORG-VOGT CHARITABLE FOUNDATION TRUST 3844 SORG P O BOX 1280 BRATTLEBORO VT 05302 BARBARA F FLYNN Vice President 2024-05-13 false 2023 2023-04-26 12:10:37Z X 2070323 53747 53747 -82555 844850 0 0 123 123 -28685 53870 15836 15836 0 0 0 0 0 0 1600 800 0 15715 15715 0 0 0 0 0 0 0 1273 1273 34424 32824 0 800 99550 99550 133974 32824 0 100350 -162659 21046 0 36620 123098 123098 0 0 0 847814 478353 469366 1118149 1065705 1252786 53934 225993 225073 0 2056517 1893149 2070323 0 X 2056517 1893149 2056517 1893149 2056517 1893149 2056517 -162659 0 1893858 709 1893149 50000. US TREAS TIPS 0.6250% 04/15/23 2022-04-22 2023-04-15 60379 60337 42 42 50000. US TREAS TIPS 0.6250% 04/15/23 2022-04-22 2023-04-15 60379 60337 42 42 645. PARAMOUNT GLOBAL 2022-03-02 2023-05-05 10687 20191 -9504 -9504 645. PARAMOUNT GLOBAL 2022-03-02 2023-05-05 10687 20191 -9504 -9504 75000. US TREAS TIPS 0.5000% 04/15/24 2022-04-22 2023-08-18 88574 91817 -3243 -3243 75000. US TREAS TIPS 0.5000% 04/15/24 2022-04-22 2023-08-18 88574 91982 -3408 -3408 75000. US TREAS TIPS 0.1250% 04/15/25 2022-02-11 2023-08-18 84197 90937 -6740 -6740 75000. US TREAS TIPS 0.1250% 04/15/25 2022-02-11 2023-08-18 84197 90937 -6740 -6740 75000. US TREAS TIPS 0.1250% 04/15/26 2022-06-29 2023-08-18 81506 89028 -7522 -7522 75000. US TREAS TIPS 0.1250% 04/15/26 2022-06-29 2023-08-18 81506 89026 -7520 -7520 1296.625 VANGUARD SHORT TERM INVESTMENT GRADE FD ADM 2021-12-30 2023-10-12 12850 13949 -1099 -1099 1296.625 VANGUARD SHORT TERM INVESTMENT GRADE FD ADM 2021-12-30 2023-10-12 12850 13949 -1099 -1099 310. BRISTOL MYERS SQUIBB CO 2022-02-25 2023-10-13 17437 20108 -2671 -2671 310. BRISTOL MYERS SQUIBB CO 2022-02-25 2023-10-13 17437 20108 -2671 -2671 100. DISNEY WALT COMPANY 2022-04-11 2023-10-13 8421 12346 -3925 -3925 100. DISNEY WALT COMPANY 2022-04-11 2023-10-13 8421 12346 -3925 -3925 211. DOMINION RES INV VA NEW 2022-03-02 2023-10-13 8788 16806 -8018 -8018 211. DOMINION RES INV VA NEW 2022-03-02 2023-10-13 8788 16806 -8018 -8018 13. ILLINOIS TOOL WKS INC 2022-03-02 2023-10-13 2999 1787 1212 1212 13. ILLINOIS TOOL WKS INC 2022-03-02 2023-10-13 2999 1787 1212 1212 38. RTX CORPORATION 2022-03-02 2023-10-13 2779 2507 272 272 38. RTX CORPORATION 2022-03-02 2023-10-13 2779 2507 272 272 45000. US TREAS BILLS 12/07/23 2023-06-05 2023-12-07 43808 43808 45000. US TREAS BILLS 12/07/23 2023-06-05 2023-12-07 43808 43808 -82555 293 0 293 0 293 7680 0 0 7680 0 7387 296 7091 false false false false false false false false true VT true false false false false true Trust Company of Vermont 8022549400 86 LINDEN STREET BRATTLEBORO VT 05301 false false false false false false false false false false false false false false false false false false false false false Trust Company of Vermont 86 Linden Street Brattleboro VT 05302 Trustee 1 15836 NONE 0 NONE 0 THE PURPOSE OF THE TRUST IS EXCLUSIVELY RELIGIOUS, CHARITABL SCIENTIFIC, LITERARY AND EDUCATIONAL WITHIN THE MEANING OF CODE 501(C)(3) 2028574 1808 0 2030382 0 0 2030382 30456 1999926 99996 99996 293 293 99703 0 99703 0 99703 100350 0 0 0 0 100350 99703 0 0 0 0 1758 9170 0 10928 100350 0 0 0 99703 647 0 0 11575 0 0 0 0 0 0 0 11575 0 1758 9170 0 647 NA NA Christopher Chapman CO Trust Co of PO Box 1280 Brattleboro VT 05302 8022312766 Letter December 1 Qualified Charitable Recipients Central Vermont Council on Aging 59 MAIN STREET STE 200 Barre VT 056414121 NONE EXEMPT CHARITABLE 500 Friends of the Winooski River PO BOX 777 Monpelier VT 05601 NONE EXEMPT CHARITABLE 250 The Pingry Fund Office of Institutional Advancement 131 MARTINSVILLE RD Basking Ridge NJ 07920 NONE EXEMPT EDUCATION 500 Randolph Area Food Shelf 12 PRINCE ST UNIT 3 Randolph VT 05060 NONE EXEMPT CHARITABLE 750 Northeast Wilderness Trust 17 STATE STREET SUITE 302 Montpelier VT 05602 NONE EXEMPT CHARITABLE 2500 Childrens Literacy Foundation 1536 LOOMIS HILL RD Waterbury Center VT 05677 NONE EXEMPT CHARITABLE 1000 Golden Hugs Rescue PO BOX 299 Waitsfield VT 05673 NONE EXEMPT CHARITABLE 200 Brattleboro Memorial Hospital - Dev Off Office of Development 17 BELMONT AVENUE Brattleboro VT 05301 NONE EXEMPT MEDICAL 3000 Green Mountain Club 4711 WATERBURY-STOWE ROAD Waterbury Center VT 05677 NONE EXEMPT CHARITABLE 1500 Garden Path Elder Living 65 HARRIS AVENUE Brattleboro VT 05301 NONE EXEMPT CHARITABLE 3000 Vermont Historical Society 60 WASHINGTON STREET Barre VT 05641 NONE EXEMPT CHARITABLE 250 Windham Union Association C/O First Congregational Church UCC 800 VT ROUTE 9 West Brattleboro VT 05301 NONE EXEMPT RELIGIOUS 100 Central Vermont Humane Society PO BOX 687 Montpelier VT 05602 NONE EXEMPT CHARITABLE 200 Green Mountain Camp 565 GREEN MOUNTAIN CAMP ROAD Dummerston VT 05301 NONE EXEMPT CHARITABLE 700 Planned Parenthood of Northern NE 784 HERCULES DRIVE STE 110 Colchester VT 054468049 NONE EXEMPT CHARITABLE 500 VT Public Interest Research & Education 141 MAIN STREET STE 6 Montpelier VT 056022916 NONE EXEMPT CHARITABLE 250 Winston Prouty Center For Child & Family Development 209 AUSTINE DRIVE Brattleboro VT 05301 NONE EXEMPT COMMUNITY 500 Vermont Institute of Natural Science Nature Center PO BOX 1281 Quechee VT 05059 NONE EXEMPT CHARITABLE 250 Dummerston Historical Society PO BOX 8064 Brattleboro VT 05304 NONE EXEMPT CHARITABLE 100 Vermont Land Trust 8 BAILEY WAY Montpelier VT 056029942 NONE EXEMPT CHARITABLE 500 Chandler Center for the Arts 71 N MAIN ST Randolph VT 05060 NONE EXEMPT CHARITABLE 1000 Groundworks Collaborative PO BOX 370 Brattleboro VT 05302 NONE EXEMPT CHARITABLE 1000 Brattleboro Area Hospice Attn Debbie Bunker 191 CANAL STREET Brattleboro VT 05301 NONE EXEMPT MEDICAL 500 Youth Services PO BOX 6008 Brattleboro VT 053026008 NONE EXEMPT CHARITABLE 500 Boys and Girls Club of Brattleboro 17 FLAT STREET Brattleboro VT 05301 NONE EXEMPT CHARITABLE 750 Dummerston Cares-Emergency Fuel Fund C/O Jean Momany PO BOX 302 West Dummerston VT 05357 NONE EXEMPT CHARITABLE 300 Friends of Brooks Memorial Library Attention Treasurer 224 MAIN STREET Brattleboro VT 05301 NONE EXEMPT CHARITABLE 600 Vermont Youth Conservation Corps 1949 EAST MAIN STREET Richmond VT 05477 NONE EXEMPT EDUCATIONAL 250 Windmill Hill Pinnacle Association PO BOX 584 Saxtons River VT 05154 NONE EXEMPT CHARITABLE 1000 Brattleboro Area Affordable Housing PO BOX 1284 Brattleboro VT 05302 NONE EXEMPT CHARITABLE 500 Town of Dummerston PO BOX 70 West Dummerston VT 053570070 NONE EXEMPT EDUCATIONAL 700 United Way Of Windham County One Holstein Place Ste 313 PO BOX 617 Brattleboro VT 05302 NONE EXEMPT CHARITABLE 1100 Brookfield Historical Society PO BOX 447 Brookfield VT 05036 NONE EXEMPT CHARITABLE 300 Brattleboro Museum and Art Center 10 VERNON STREET Brattleboro VT 05301 NONE EXEMPT CHARITABLE 500 Windham County Humane Society PO BOX 397 Brattleboro VT 05302 NONE EXEMPT PREVENTION OF CRUELTY TO 200 Wellesley College Office For Resources 106 CENTRAL STREET Wellesley MA 024818203 NONE EXEMPT EDUCATIONAL 1000 Brattleboro Senior Meals 207 MAIN STREET Brattleboro VT 05301 NONE EXEMPT CHARITABLE 500 Planned Parenthood Federation of America 123 WILLIAM STREET 10TH FLOOR New York NY 10038 NONE EXEMPT CHARITABLE 250 Kent Place School 42 NORWOOD AVENUE Summit NJ 079011913 NONE EXEMPT EDUCATIONAL 500 Christ Congregational Church 50 WALNUT LANE Princeton NJ 08540 NONE EXEMPT RELIGIOUS 200 Dummerston Congregational Church 125 E ORCHARD ROAD Dummerston VT 05301 NONE EXEMPT CHARITABLE 3000 Landmark College 19 RIVER ROAD Putney VT 05346 NONE EXEMPT EDUCATION 250 Vermont Community Foundation Attn VT Flood Response & Recovery Fd 3 COURT STREET Middlebury VT 05753 NONE EXEMPT CHARITABLE 10500 Council on Aging for SE VT 38 PLEASANT STREET Springfield VT 05156 NONE EXEMPT CHARITABLE 500 Aids Project Of Southern Vermont PO BOX 1486 Brattleboro VT 05302 NONE EXEMPT CHARITABLE 50 Vermont Food Bank Director of Development 33 PARKER ROAD Barre VT 05641 NONE EXEMPT CHARITABLE 2000 Haverford College Advancement Services Founders 308 370 LANCASTER AVE Haverford PA 19041 NONE EXEMPT CHARITABLE 1000 Friends of Music at Guilford PO BOX 6366 Brattleboro VT 05302 NONE EXEMPT EDUCATIONAL 100 Green Mountain Conservancy PO BOX 301 West Dummerston VT 05357 NONE EXEMPT CHARITABLE 500 West Brookfield Village Trust 103 ROXBURY LINE ROAD West Brookfield VT 05060 NONE EXEMPT COMMUNITY 1500 Detroit Black Community Food Security Ne 11000 W MCNICHOLS RD STE 103 Detroit MI 48221 NONE EXEMPT CHARITABLE 24675 Lupus Foundation of America PO BOX 96864 Washington DC 200906864 NONE EXEMPT MEDICAL 100 Retreat Farm 45 FARMHOUSE SQUARE Brattleboro VT 053014801 NONE EXEMPT CHARITABLE 700 Vermont Center for Ecostudies PO BOX 420 Norwich VT 05055 NONE EXEMPT CHARITABLE 500 Reading is Fundamental Attn Development Dept PO BOX 96897 Washington DC 20090 NONE EXEMPT EDUCATIONAL 500 American Red Cross of Vermont 32 N PROSPECT ST Burlington VT 05401 NONE EXEMPT CHARITABLE 250 Land Loss Prevention Project PO BOX 179 Durham NC 27702 NONE EXEMPT CHARITABLE 24675 Brookfield Community Partnership PO BOX 452 Brookfield VT 05036 NONE EXEMPT CHARITABLE 300 North Branch Nature Center 713 ELM STREET Montpelier VT 05602 NONE EXEMPT CHARITABLE 250 99550 14 53747 123 18 -82555 123 -28808 -28685 false false false false false false false false false false TIPS AND OTHER BASIS ADJUSTMENTS 709 FOREIGN TAXES 1171 1171 0 FOREIGN TAXES ON QUALIFIED FOR 91 91 0 FOREIGN TAXES ON NONQUALIFIED 11 11 0 OTHER REVENUE 123 123 TAX PREPARATION FEE 1600 800 FEDERAL TAX PAYMENT - PRIOR YE 8035 8035 0 FEDERAL ESTIMATES - PRINCIPAL 7680 7680 0