2022-05-10T16:00:21-05:00 2021-12-31 990PF 2021-01-01 467372122 SORG-VOGT CHARITABLE FOUNDATION TRUST 3844 SORG P O BOX 1280 BRATTLEBORO VT 05302 BARBARA F FLYNN Vice President 2022-05-10 2021 2022-09-23 18:48:47Z X 1641805 187639 10836 10836 46296 118694 46296 0 874987 874987 1119758 932119 5512 5512 0 0 0 0 0 0 1600 1600 0 75 75 0 0 0 0 0 0 0 434 434 7621 6021 0 1600 26465 26465 34086 6021 0 28065 1085672 926098 0 2554 694475 694475 0 0 0 339815 339592 244377 292105 483626 117868 123591 124112 0 364799 1449986 1641805 0 X 364799 1449986 364799 1449986 364799 1449986 364799 1085672 66 1450537 551 1449986 1. AMAZON COM INC 2017-03-16 2021-01-08 3181 853 2328 2328 4. BOOKING HOLDINGS INC 2018-09-20 2021-01-08 9102 7826 1276 1276 12. LOWES COMPANIES INC 2017-09-14 2021-01-08 1984 788 1196 1196 20. NIKE INC CL B 2017-03-16 2021-01-08 2923 1153 1770 1770 75. NOVARTIS A G SPONSORED ADR 2017-03-16 2021-01-08 7048 4984 2064 2064 2. ALPHABET INC CAP STK CL C 2017-03-16 2021-07-02 5144 1697 3447 3447 1. AMAZON COM INC 2017-03-16 2021-07-02 3502 853 2649 2649 45. AMERICAN TOWER REIT 2014-09-18 2021-07-02 12242 4320 7922 7922 50. AMGEN INC 2017-09-14 2021-07-02 12439 8902 3537 3537 2. BLACKROCK INC 2015-09-24 2021-07-02 1785 602 1183 1183 35. DIAGEO PLC ADR 2014-07-21 2021-07-02 6704 4334 2370 2370 100. ENBRIDGE INC 2019-03-07 2021-07-02 4062 3813 249 249 20. HONEYWELL INTL INC 2017-12-18 2021-07-02 4422 2971 1451 1451 15. LOWES COMPANIES INC 2014-07-21 2021-07-02 2939 714 2225 2225 15. NIKE INC CL B 2017-03-16 2021-07-02 2398 865 1533 1533 20. STARBUCKS CORP 2017-03-16 2021-07-02 2302 1098 1204 1204 45. EATON CORP PLC 2017-12-18 2021-07-02 6806 3214 3592 3592 914.913 VANGUARD SHORT TERM INVESTMENT GRADE FD ADM 2014-07-23 2021-09-30 10000 9844 156 156 8. COSTCO WHOLESALE CORPORATION 2014-07-21 2021-10-01 3595 937 2658 2658 10. ACCENTURE PLC IRELAND 2014-07-21 2021-10-01 3255 799 2456 2456 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 6378 6117 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 5109 5058 51 51 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 CAPITAL GAIN DIVIDENDS P 780 46296 12873 0 12873 0 12873 101 0 0 101 0 12772 0 0 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 5512 NONE 0 NONE 0 THE PURPOSE THE TRUST IS EXCLUSIVELY RELIGIOUS, CHARITABLE SCIENTIFIC, LITERARY AND EDUCATIONAL WITHIN THE MEANING OF CODE 501(C)(3) 645037 0 0 645037 0 0 645037 9676 635361 31768 31768 12873 12873 18895 0 18895 0 18895 28065 0 0 0 0 28065 18895 0 0 1321 0 3469 557 3362 8709 28065 0 0 0 18895 9170 0 0 17879 0 0 0 0 0 0 1321 16558 0 3469 557 3362 9170 NA NA Christopher Chapman CO Trust Co of PO Box 1280 Brattleboro VT 05302 8022312766 Letter December 1 Qualified Charitable Recipients Brattleboro Memorial Hospital - Dev Off Office of Development 17 BELMONT AVENUE Brattleboro VT 05301 NONE EXEMPT MEDICAL 1100 Bradley House 65 HARRIS AVENUE Brattleboro VT 05301 NONE EXEMPT CHARITABLE 5300 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 1000 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 1000 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 10200 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 26465 14 10836 18 46296 PROCEEDS FROM ANNU 900099 874987 874987 57132 932119 false false false false false false false false false false X X 1 Winifred Vogt c/o Ted Vogt 162 Eagle Peak Road West Brookfield VT 05060 187639 X RETURN OF CAPITAL ADJUSTMENTS 551 FOREIGN TAXES 410 410 0 FOREIGN TAXES ON QUALIFIED FOR 19 19 0 FOREIGN TAXES ON NONQUALIFIED 5 5 0 OTHER REVENUE 874987 874987 ROUNDING 0 CLASS ACTION PROCEEDS 66 TAX PREPARATION FEE 1600 1600 Winifred Vogt c/o Ted Vogt 162 Eagle Peak Road West Brookfield VT 05060 FEDERAL ESTIMATES - PRINCIPAL 75 75 0