COOPER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COOPER FAMILY FOUNDATION INC (EIN 20-1326428)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-28
- IRS object ID
- 202531189349100303
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-28T06:58:42-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | CATHY H ATTIG CPA | PreparerPersonNm |
| PTIN | P00641183 | PTIN |
| Phone | 8023830399 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $3,108,887 | 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 | $115,004 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,004 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $64,927 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $64,927 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,800 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $181,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,931 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,620 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,620 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,530 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,530 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,236 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $19,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,530 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,620 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,530 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,120 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,401 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,291 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,727,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,772,013 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,096,596 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,741,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,784,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,108,887 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,741,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,784,304 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,741,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,784,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,741,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,784,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,741,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,805 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,784,304 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,784,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2024-01-01 | 2024-12-31 | $4,505 | $4,437 | $68 | $68 |
| MORGAN STANLEY | 2020-01-01 | 2024-12-31 | $97,977 | $84,567 | $13,410 | $13,410 |
| LONG-TERM CAPITAL GAIN DISTRIBUTIONS | 2020-01-01 | 2024-12-31 | $51,449 | $51,449 | $51,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $64,927 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,327 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,327 | SubtotalAmt |
| Tax Based On Investment Income | $2,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,040 | TotalPaymentsAndCreditsAmt |
| Tax Due | $287 | TaxDueAmt |
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 | $2,885,840 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,899,073 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,899,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,855,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $142,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $142,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,327 | TotalTaxAmt |
| Distributable Before Adj | $140,452 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,800 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,252 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $142,252 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,120 | 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 | $124,120 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,252 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $116,787 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,120 | QualifyingDistributionsAmt |
| Applied To Year1 | $116,787 | AppliedToYear1Amt |
| Applied To Current Year | $7,333 | 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 | $134,919 | 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 (22 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 | $6,000 |
| UVM Home HEALTH & 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 |
| UVMMC FOUNDATION | |||||||
| 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 |
| NAPLES COMPREHENSIVE HEALTHCARE SYSTEM | |||||||
| PO BOX 234 | NAPLES | FL | 34106 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 |
| 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 | $1,000 |
| KURN HATTIN HOMES | |||||||
| 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 |
| VERMONT ASSOCIATION FOR THE BLIND | |||||||
| 60 KIMBALL AVENUE | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,000 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| TOYS FOR KIDS | |||||||
| PO BOX 4092 | BURLINGTON | VT | 05406 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| 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 | $2,000 |
| MARCO PRESBYTERIAN CHURCH | |||||||
| 875 W ELKCAM CIRCLE | MARCO ISLAND | FL | 34145 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 |
| LAKE CHAMPLAIN COMMUNITY SAILING CENTER | |||||||
| 505 LAKE STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $6,500 |
| HABITAT FOR HUMANITY | |||||||
| 11145 TAMIAMI TRL E | NAPLES | FL | 34113 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,500 | 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 | $115,004 | 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 | $64,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANT PAID | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $181,731 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,731 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ACCOUNTING FEES | $4,080 | $4,080 |
| BOOKKEEPING FEES | $540 | $540 |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | VERMONT DOES NOT REQUIRE FILING. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES/MUTUAL FUNDS-ATTACHED | StockNm |
| EOY Book Value | $1,772,013 | EOYBookValueAmt |
| EOYFMV | $3,096,596 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANT | Desc |
| Revenue And Expenses Per Books | $1,800 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $12,530 | Amt |
| Net Investment Income | $12,530 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| FEDERAL ESTIMATED PAYMENTS | $2,040 |
| FEDERAL PRIOR YEAR BALANCE DUE | $196 |