SORG-VOGT CHARITABLE FOUNDATION TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SORG-VOGT CHARITABLE FOUNDATION TR (EIN 46-7372122)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-10
- IRS object ID
- 202241309349104019
- Schema version
- 2021v4.1
- 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
- Schedule B
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-10T16:00:21-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 | 2022-05-10 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,641,805 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $187,639 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $10,836 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,836 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,296 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $874,987 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $874,987 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,119,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $932,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,512 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,512 | 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 | $75 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | 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 | $434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $434 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,086 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,065 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,085,672 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $926,098 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $694,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $694,475 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $339,815 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $339,592 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $244,377 | CorporateStockBOYAmt |
| Corporate Stock EOY | $292,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $483,626 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $117,868 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $123,591 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $124,112 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $364,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,449,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,641,805 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $364,799 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,449,986 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $364,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,449,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $364,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,449,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $364,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,085,672 | ExcessRevenueOverExpensesAmt |
| Other Increases | $66 | OtherIncreasesAmt |
| Subtotal | $1,450,537 | SubtotalAmt |
| Other Decreases | $551 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,449,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. AMAZON COM INC | 2017-03-16 | 2021-01-08 | $3,181 | $853 | $2,328 | $2,328 | |
| 4. BOOKING HOLDINGS INC | 2018-09-20 | 2021-01-08 | $9,102 | $7,826 | $1,276 | $1,276 | |
| 12. LOWES COMPANIES INC | 2017-09-14 | 2021-01-08 | $1,984 | $788 | $1,196 | $1,196 | |
| 20. NIKE INC CL B | 2017-03-16 | 2021-01-08 | $2,923 | $1,153 | $1,770 | $1,770 | |
| 75. NOVARTIS A G SPONSORED ADR | 2017-03-16 | 2021-01-08 | $7,048 | $4,984 | $2,064 | $2,064 | |
| 2. ALPHABET INC CAP STK CL C | 2017-03-16 | 2021-07-02 | $5,144 | $1,697 | $3,447 | $3,447 | |
| 1. AMAZON COM INC | 2017-03-16 | 2021-07-02 | $3,502 | $853 | $2,649 | $2,649 | |
| 45. AMERICAN TOWER REIT | 2014-09-18 | 2021-07-02 | $12,242 | $4,320 | $7,922 | $7,922 | |
| 50. AMGEN INC | 2017-09-14 | 2021-07-02 | $12,439 | $8,902 | $3,537 | $3,537 | |
| 2. BLACKROCK INC | 2015-09-24 | 2021-07-02 | $1,785 | $602 | $1,183 | $1,183 | |
| 35. DIAGEO PLC ADR | 2014-07-21 | 2021-07-02 | $6,704 | $4,334 | $2,370 | $2,370 | |
| 100. ENBRIDGE INC | 2019-03-07 | 2021-07-02 | $4,062 | $3,813 | $249 | $249 | |
| 20. HONEYWELL INTL INC | 2017-12-18 | 2021-07-02 | $4,422 | $2,971 | $1,451 | $1,451 | |
| 15. LOWES COMPANIES INC | 2014-07-21 | 2021-07-02 | $2,939 | $714 | $2,225 | $2,225 | |
| 15. NIKE INC CL B | 2017-03-16 | 2021-07-02 | $2,398 | $865 | $1,533 | $1,533 | |
| 20. STARBUCKS CORP | 2017-03-16 | 2021-07-02 | $2,302 | $1,098 | $1,204 | $1,204 | |
| 45. EATON CORP PLC | 2017-12-18 | 2021-07-02 | $6,806 | $3,214 | $3,592 | $3,592 | |
| 914.913 VANGUARD SHORT TERM INVESTMENT GRADE FD ADM | 2014-07-23 | 2021-09-30 | $10,000 | $9,844 | $156 | $156 | |
| 8. COSTCO WHOLESALE CORPORATION | 2014-07-21 | 2021-10-01 | $3,595 | $937 | $2,658 | $2,658 | |
| 10. ACCENTURE PLC IRELAND | 2014-07-21 | 2021-10-01 | $3,255 | $799 | $2,456 | $2,456 | |
| 15. ORION OFFICE REIT INC | 2021-11-12 | 2021-11-29 | $273 | $335 | -$62 | -$62 | |
| 136.841 INVESCO OPPENHEIMER DEV MKTS FD R6 | 2019-12-13 | 2021-12-28 | $6,378 | $6,117 | $261 | $261 | |
| 6.895 INVESCO OPPENHEIMER DEV MKTS FD R6 | 2021-12-14 | 2021-12-28 | $321 | $321 | |||
| 108.219 DODGE & COX INTERNATIONAL STOCK FUND | 2016-12-21 | 2021-12-28 | $5,109 | $5,058 | $51 | $51 | |
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P | |||||
| CAPITAL GAIN DIVIDENDS | $780 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $101 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $101 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,772 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $5,512 | 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 THE TRUST IS EXCLUSIVELY RELIGIOUS, CHARITABLE 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 | $645,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $645,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $645,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $635,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,873 | TotalTaxAmt |
| Distributable Before Adj | $18,895 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,895 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,895 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,065 | 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 | $28,065 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,895 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,321 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,469 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $557 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,362 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,065 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,895 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,170 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,879 | 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 | $1,321 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $3,469 | ExcessFromYear3Amt |
| Excess From Year2 | $557 | ExcessFromYear2Amt |
| Excess From Year1 | $3,362 | ExcessFromYear1Amt |
| Excess From Current Year | $9,170 | 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 (38 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Brattleboro Memorial Hospital - Dev Off | ||||||||
| Office of Development | 17 BELMONT AVENUE | Brattleboro | VT | 05301 | NONE | EXEMPT | MEDICAL | $1,100 |
| Bradley House | ||||||||
| 65 HARRIS AVENUE | Brattleboro | VT | 05301 | NONE | EXEMPT | CHARITABLE | $5,300 | |
| Vermont Historical Society | ||||||||
| 60 WASHINGTON STREET | Barre | VT | 05641 | NONE | EXEMPT | CHARITABLE | $50 | |
| Windham Union Association | ||||||||
| C/O First Congregational Church UCC | 800 VT ROUTE 9 | West Brattleboro | VT | 05301 | NONE | EXEMPT | RELIGIOUS | $100 |
| Green Mountain Camp | ||||||||
| 565 GREEN MOUNTAIN CAMP ROAD | Dummerston | VT | 05301 | NONE | EXEMPT | CHARITABLE | $400 | |
| Planned Parenthood of Northern NE | ||||||||
| 784 HERCULES DRIVE STE 110 | Colchester | VT | 054468049 | NONE | EXEMPT | CHARITABLE | $200 | |
| VT Public Interest Research & Education | ||||||||
| 141 MAIN STREET STE 6 | Montpelier | VT | 056022916 | NONE | EXEMPT | CHARITABLE | $150 | |
| Winston Prouty Center For Child & Family | ||||||||
| Development | 209 AUSTINE DRIVE | Brattleboro | VT | 05301 | NONE | EXEMPT | COMMUNITY | $500 |
| Dummerston Historical Society | ||||||||
| PO BOX 8064 | Brattleboro | VT | 05304 | NONE | EXEMPT | CHARITABLE | $100 | |
| Groundworks Collaborative | ||||||||
| PO BOX 370 | Brattleboro | VT | 05302 | NONE | EXEMPT | CHARITABLE | $450 | |
| Brattleboro Area Hospice | ||||||||
| Attn Debbie Bunker | 191 CANAL STREET | Brattleboro | VT | 05301 | NONE | EXEMPT | MEDICAL | $200 |
| 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 | $200 | |
| Dummerston Cares-Emergency Fuel Fund | ||||||||
| C/O Jean Momany | PO BOX 302 | West Dummerston | VT | 05357 | NONE | EXEMPT | CHARITABLE | $300 |
| Vermont Youth Conservation Corps | ||||||||
| 1949 EAST MAIN STREET | Richmond | VT | 05477 | NONE | EXEMPT | EDUCATIONAL | $100 | |
| Brattleboro Area Affordable Housing | ||||||||
| PO BOX 1284 | Brattleboro | VT | 05302 | NONE | EXEMPT | CHARITABLE | $300 | |
| Town of Dummerston | ||||||||
| 150 WEST STREET | West Dummerston | VT | 053570070 | NONE | EXEMPT | EDUCATIONAL | $400 | |
| United Way Of Windham County | ||||||||
| One Holstein Place Ste 313 | PO BOX 617 | Brattleboro | VT | 05302 | NONE | EXEMPT | CHARITABLE | $1,000 |
| Brattleboro Museum and Art Center | ||||||||
| 10 VERNON STREET | Brattleboro | VT | 05301 | NONE | EXEMPT | CHARITABLE | $200 | |
| 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 | $1,000 |
| Brattleboro Senior Meals | ||||||||
| 207 MAIN STREET | Brattleboro | VT | 05301 | NONE | EXEMPT | CHARITABLE | $250 | |
| Planned Parenthood Federation of America | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | New York | NY | 10038 | NONE | EXEMPT | CHARITABLE | $175 | |
| Kent Place School | ||||||||
| 42 NORWOOD AVENUE | Summit | NJ | 079011913 | NONE | EXEMPT | EDUCATIONAL | $400 | |
| 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 | $10,200 | |
| Landmark College | ||||||||
| 19 RIVER ROAD | Putney | VT | 05346 | NONE | EXEMPT | EDUCATION | $100 | |
| Council on Aging for SE VT | ||||||||
| 38 PLEASANT STREET | Springfield | VT | 05156 | NONE | EXEMPT | CHARITABLE | $150 | |
| Aids Project Of Southern Vermont | ||||||||
| PO BOX 1486 | Brattleboro | VT | 05302 | NONE | EXEMPT | CHARITABLE | $50 | |
| Vermont Food Bank | ||||||||
| 33 PARKER ROAD | Barre | VT | 05641 | NONE | EXEMPT | CHARITABLE | $550 | |
| Friends of Music at Guilford | ||||||||
| PO BOX 6366 | Brattleboro | VT | 05302 | NONE | EXEMPT | EDUCATIONAL | $100 | |
| Home at Last | ||||||||
| PO BOX 6104 | Brattleboro | VT | 05302 | NONE | EXEMPT | CHARITABLE | $400 | |
| West Brookfield Village Trust | ||||||||
| 103 ROXBURY LINE ROAD | West Brookfield | VT | 05060 | NONE | EXEMPT | COMMUNITY | $500 | |
| Lupus Foundation of America | ||||||||
| PO BOX 96864 | Washington | DC | 200906864 | NONE | EXEMPT | MEDICAL | $40 | |
| Retreat Farm | ||||||||
| 45 FARMHOUSE SQUARE | Brattleboro | VT | 053014801 | NONE | EXEMPT | CHARITABLE | $350 | |
| Reading is Fundamental | ||||||||
| Attn Development Dept | PO BOX 96897 | Washington | DC | 20090 | NONE | EXEMPT | EDUCATIONAL | $100 |
| xxxAmerican Red Cross | ||||||||
| 29 MANSFIELD AVE | Burlington | VT | 054013323 | NONE | EXEMPT | CHARITABLE | $100 | |
| Brookfield Community Partnership | ||||||||
| PO BOX 452 | Brookfield | VT | 05036 | NONE | EXEMPT | CHARITABLE | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,465 | 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 | $10,836 | 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 | $46,296 | 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 | PROCEEDS FROM ANNU | Desc |
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $874,987 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $874,987 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $932,119 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Winifred Vogt | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Ted Vogt | AddressLine1Txt |
| Address Line2 | 162 Eagle Peak Road | AddressLine2Txt |
| City | West Brookfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $187,639 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJUSTMENTS | Desc |
| Amt | $551 | 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 | $410 | $410 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $19 | $19 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $5 | $5 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $874,987 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $874,987 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $0 |
| CLASS ACTION PROCEEDS | $66 |
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 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Winifred Vogt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Ted Vogt | AddressLine1Txt |
| Address Line2 | 162 Eagle Peak Road | AddressLine2Txt |
| City | West Brookfield | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05060 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $75 | Amt |
| Net Investment Income | $75 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |