BERGERON FAMILY FOUNDATIONS: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BERGERON FAMILY FOUNDATIONS (EIN 03-0370623)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-11
- IRS object ID
- 202141319349101509
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-11T09:01:54-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 PO Box 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030370623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bergeron Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JANE B GUYETTE | InCareOfNm |
| Business Name Control | BERG | BusinessNameControlTxt |
| Phone | 8028640034 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4397 | AddressLine1Txt |
| City | Burlington | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064397 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE B GUYETTE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8028640034 | PhoneNum |
| Signature | 2021-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE B | PersonFirstNm |
| Person Last | GUYETTE | 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 |
| Preparation | 2021-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,446,792 | 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 | $32,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $232,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,701,039 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $232,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $265,144 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $265,144 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,705 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,705 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,498 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,498 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $699 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $195 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $286 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $28,188 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,705 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $209,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $209,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $237,188 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $210,705 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $239,451 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,529 | CashBOYAmt |
| Cash EOY | $21,034 | CashEOYAmt |
| Cash EOYFMV | $21,034 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,555 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $116,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $116,011 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,050,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,090,515 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,666,763 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $707,598 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $611,961 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $642,984 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,811,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,839,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,446,792 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,811,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,839,521 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,811,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,839,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,811,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,839,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,811,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,956 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,839,521 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,839,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| TD BANK - 59015 | 2020-01-01 | 2020-12-31 | $558,892 | $586,690 | -$17,326 | -$27,798 | |
| TD BANK - 59015 | 2010-01-01 | 2020-12-31 | $930,763 | $764,991 | $165,772 | $165,772 | |
| TD BANK - 59015 | 2010-01-01 | 2020-12-31 | $198,751 | $127,414 | $71,337 | $71,337 | |
| CAPITAL GAIN DIVIDENDS | $12,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,633 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,633 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $232,416 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,328 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,328 | SubtotalAmt |
| Tax Based On Investment Income | $3,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,808 | 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 | JANE B GUYETTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8025972605 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4397 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064397 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| PAUL U BERGERON | |||||||||
| PO Box 4397 | Burlington | VT | 054064397 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 | |
| JOHN J BERGERON | |||||||||
| 167 Old Schoolhouse Road | South Burlington | VT | 05403 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 | PO Box 4397 |
| JANE B GUYETTE | |||||||||
| 79 Alexis Drive | Burlington | VT | 05408 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 | PO Box 4397 |
| JAY BERGERON | |||||||||
| 337 Great Plains Avenue | Needham | MA | 02492 | TRUSTEE - AS REQUIRED | 0 | $0 | $0 | $0 | PO Box 4397 |
| 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 | $2,343,128 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,438,192 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,438,192 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,573 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,401,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,328 | TotalTaxAmt |
| Distributable Before Adj | $116,753 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,753 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,753 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $210,705 | 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 | $210,705 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $210,705 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $60,093 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $210,705 | QualifyingDistributionsAmt |
| Applied To Year1 | $60,093 | AppliedToYear1Amt |
| Applied To Current Year | $116,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,859 | RemainingDistriFromCorpusAmt |
| Total Corpus | $33,859 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $33,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $33,859 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BERGERON FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4397 | AddressLine1Txt |
| City | BURLINGTON | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 054064397 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8025972605 | RecipientPhoneNum |
| Form And Info And Materials | REQUESTS FOR GRANTS 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ST ANNE'S SHRINE | |||||||
| 92 ST ANNES ROAD | ISLE LA MOTTE | VT | 05463 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,500 |
| ST ANTHONY'S SHRINE | |||||||
| 100 ARCH STREET | BOSTON | MA | 02110 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| ST SEBASTIAN'S | |||||||
| 1191 GREENDALE AVENUE | NEEDHAM | MA | 02492 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| LOYOLA UNIVERSITY | |||||||
| 4501 N CHARLES ST | BALTIMORE | MD | 21210 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| SAINT MICHAEL'S COLLEGE | |||||||
| ONE WINOOSKI PARK | COLCHESTER | VT | 05439 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $75,000 |
| BISHOP'S FUND | |||||||
| 55 JOY DRIVE | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| COMMITTEE ON TEMPORARY SHELTER | |||||||
| 95 NORTH AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| RICE MEMORIAL HIGH SCHOOL | |||||||
| 99 PROCTOR AVENUE | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| UVM MEDICAL CENTER HOME HEALTHCARE ASSOC | |||||||
| 1110 PRIM ROAD | COLCHESTER | VT | 05446 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,000 |
| COMMUNITY COLLEGE OF VERMONT | |||||||
| 1 ABENAKI WAY | WINOOSKI | VT | 05404 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $15,000 |
| BOYS & GIRLS CLUB OF BURLINGTON | |||||||
| 62 OAK STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 300 CORNERSTONE DR | WILLISTON | VT | 05495 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $3,500 |
| SPECTRUM YOUTH & FAMILY SERVICES | |||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| PARTNERS IN ADVENTURE | |||||||
| 1394 ORCHARD ROAD | CHARLOTTE | VT | 05445 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| HOMESHARE VERMONT | |||||||
| 412 FARRELL ST 300 | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| CHITTENDEN EMERGENCY FOOD SHELF | |||||||
| 228 N WINOOSKI AVE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 |
| TURNING POINT CENTER | |||||||
| 191 BANK STREET 2 | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 |
| CHRIST THE KING SCHOOL | |||||||
| 136 LOCUST STREET | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| CHRIST THE KING PARISH | |||||||
| 305 FLYNN AVENUE | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| ST MARK CATHOLIC PARISH | |||||||
| 1251 NORTH AVENUE | BURLINGTON | VT | 05408 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 |
| MERCY CONNECTIONS | |||||||
| 255 S CHAMPLAIN ST | BURLINGTON | VT | 05401 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $2,500 |
| SOUTH BURLINGTON LIBRARY | |||||||
| 155 DORSET STREET | SOUTH BURLINGTON | VT | 05403 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| MAKE-A-WISH | |||||||
| 6655 SHELBURNE ROAD STE 300 | SHELBURNE | VT | 05482 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $209,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,728 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $232,416 | 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 | $265,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,144 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,705 | Amt |
| Disbursements Charitable Prps | $1,705 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | VERMONT DOES NOT REQUIRE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS - | $611,961 | $642,984 |
| SEE ATTACHED SCHEDULE |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE STOCK AND MUTUAL FDS | $1,090,515 | $1,666,763 |
| SEE ATTACHED SCHEDULE |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| POSTAGE/OFFICE | $271 |
| BANK SERVICE CHARGE | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $25,498 | Amt |
| Net Investment Income | $25,498 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL ESTIMATED PAYMENTS | $504 | |
| FOREIGN TAXES | $195 | $195 |