COOPER FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COOPER FAMILY FOUNDATION INC (EIN 20-1326428)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-02-13
- IRS object ID
- 202300449349100215
- Schema version
- 2022v4.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-13T09:48:53-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Danaher Attig & Plante PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 41 Rye Cr POB 2166 | AddressLine1Txt |
| City | S Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054072166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201326428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cooper Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROBERT F COOPER | InCareOfNm |
| Business Name Control | COOP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 Spear Street | AddressLine1Txt |
| City | South Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT F COOPER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8028648004 | PhoneNum |
| Signature | 2023-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT F | PersonFirstNm |
| Person Last | COOPER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cathy H Attig | PreparerPersonNm |
| PTIN | P00641183 | PTIN |
| Phone | 8023830399 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,330,780 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $44,685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,685 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,990 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $164,593 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,990 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $141,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,675 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,359 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,359 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,286 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $17,270 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,270 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,625 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,405 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $131,316 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,488 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,713,971 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,706,447 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,310,292 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,722,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,726,935 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,330,780 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,722,530 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,726,935 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,722,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,935 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,722,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,726,935 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,722,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,405 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,726,935 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,726,935 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | P | 2010-01-01 | 2022-12-31 | $130,987 | $67,603 | $63,384 | $63,384 |
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | P | 2010-01-01 | 2022-12-31 | $33,606 | $33,606 | $33,606 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,990 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,825 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,825 | SubtotalAmt |
| Tax Based On Investment Income | $1,825 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,560 | TotalPaymentsAndCreditsAmt |
| Overpayment | $735 | OverpaymentAmt |
| Applied To ES Tax | $735 | 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 | false | 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 | ROBERT F COOPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8028628004 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 SPEAR STREET | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT F COOPER | ||||||||
| 1505 SPEAR STREET | SOUTH BURLINGTON | VT | 05403 | PRES/TREAS, AS REQ'D | 0 | $0 | $0 | $0 |
| R SCOTT COOPER | ||||||||
| 24 FEARING ROAD | HINGHAM | MA | 02043 | 1st V. PRES, AS REQ'D | 0 | $0 | $0 | $0 |
| TRACY LYNNE CRESTA | ||||||||
| 410 GOLF COURSE ROAD | SOUTH BURLINGTON | VT | 05403 | 2nd v. pres, AS REQ'D | 0 | $0 | $0 | $0 |
| RONALD R PLANTE | ||||||||
| 1475 SPEAR STREET | SOUTH BURLINGTON | VT | 05403 | SECRETARY, AS REQ'D | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,638,843 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,653,367 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,653,367 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,613,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,678 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,678 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,825 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,825 | TotalTaxAmt |
| Distributable Before Adj | $128,853 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $128,853 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $128,853 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,625 | 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 | $123,625 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $128,853 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,756 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,625 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,756 | AppliedToYear1Amt |
| Applied To Current Year | $2,869 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $125,984 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT F COOPER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT F COOPER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 SPEAR STREET | AddressLine1Txt |
| City | SOUTH BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8028628004 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS SHOULD BE MADE IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SHELBURNE FARMS | |||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| SHELBURNE MUSEUM | |||||||
| 6000 SHELBURNE ROAD | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| University of Vermont Childrens Hospital | |||||||
| 111 COLCHESTER AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| UVM Medical Center - Home & Hospice | |||||||
| PRIM ROAD | COLCHESTER | VT | 05446 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| RONALD MCDONALD HOUSE | |||||||
| 16 SOUTH WINOOSKI AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| UVM FOUNDATION - MULTI PURPOSE CENTER | |||||||
| 411 MAIN STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| CAMP-TA-KUM-TA | |||||||
| 77 SUNSET VIEW ROAD | SOUTH HERO | VT | 05486 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| BOYS & GIRLS CLUB-BURLINGTON | |||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| ECHO CENTER | |||||||
| 1 COLLEGE STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| FOLDS OF HONOR | |||||||
| DEPARTMENT 13 | TULSA | OK | 74182 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| FLYNN CENTER FOR THE PERFORMING ARTS | |||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $53,000 |
| KING STREET CENTER | |||||||
| 87 KING STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| KURN HATTIN HOMES FOR CHILDREN | |||||||
| 708 KURN HATTIN ROAD | WESTMINSTER | VT | 05158 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 431 PINE STREET 214 | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| MENTOR VERMONT | |||||||
| 19 MARBLE AVENUE 4 | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| NATURE CONSERVANCY | |||||||
| 27 STATE STREET SUITE 4 | MONTPELIER | VT | 05602 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| SARA HOLBROOK CENTER | |||||||
| 66 NORTH AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | VT | 10306 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| UNITED WAY | |||||||
| 412 FARRELL STREET 200 | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| VERMONT HISTORICAL SOCIETY | |||||||
| 60 WASHINGTON STREET | BARRE | VT | 05641 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| LET'S GROW KIDS | |||||||
| 19 MARBLE AVENUE SUITE 4 | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| TOYS FOR KIDS | |||||||
| PO BOX 4092 | BURLINGTON | VT | 05406 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| MARCO PRESBYTERIAN CHURCH | |||||||
| 875 W ELKCAM CIRCLE | MARCO ISLAND | FL | 34145 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 |
| FOUNDATION FIGHTING BLINDNESS | |||||||
| 6925 OAKLAND MILLS ROAD 701 | COLUMBIA | MD | 21045 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | 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 | $44,685 | 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 | $96,990 | 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 | $141,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,675 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,625 | Amt |
| Disbursements Charitable Prps | $3,625 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Not required in VT | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES/MUTUAL FUNDS-SEE ATT | StockNm |
| EOY Book Value | $1,706,447 | EOYBookValueAmt |
| EOYFMV | $2,310,292 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $10,359 | Amt |
| Net Investment Income | $10,359 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL ESTIMATED PAYMENTS | $2,560 |
| FEDERAL PRIOR YEAR BAL DUE | $726 |