STRATEGY STUDIO / PUBLIC DATA EXPLORER

COOPER FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
COOPER FAMILY FOUNDATION INC (EIN 20-1326428)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-13
IRS object ID
202011959349101571
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-13T13:45:52-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Danaher Attig & Plante PLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line141 Rye Cr PO Box 2166AddressLine1Txt
CityS BurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP054072166ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201326428EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Cooper Family Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROBERT F COOPERInCareOfNm
Business Name ControlCOOPBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11505 Spear StreetAddressLine1Txt
CitySouth BurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05403ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBET F COOPERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8028648004PhoneNum
Signature2020-06-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCathy H AttigPreparerPersonNm
PTINP00641183PTIN
Phone8023830399PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address76.24.72.90IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id03016720201925000001FederalOriginalSubmissionId
Federal Original Submission Id2020-07-10FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0A126641C50BD3F5F9B2795451D47BB3F4B18E86AtSubmissionCreationDeviceId
At Submission Filing Device Id0A126641C50BD3F5F9B2795451D47BB3F4B18E86AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-11-19 02:30:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,330,898FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$55,581DividendsRevAndExpnssAmt
Dividends Net Invst Incm$55,581DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$41,388NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$113,285GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,388CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$96,990TotalRevAndExpnssAmt
Total Net Invst Incm$96,990TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$1,316LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$1,316LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,730AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,730AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$8,633OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,633OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,994TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$14,673TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,633TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,046TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$99,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$99,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$113,673TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,633TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$103,046TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,683ExcessRevenueOverExpensesAmt
Net Investment Income$88,357NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$20,073SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$13,054SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$13,054SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,644,925CorporateStockBOYAmt
Corporate Stock EOY$1,635,261CorporateStockEOYAmt
Corporate Stock EOYFMV$2,317,844CorporateStockEOYFMVAmt
Total Assets BOY$1,664,998TotalAssetsBOYAmt
Total Assets EOY$1,648,315TotalAssetsEOYAmt
Total Assets EOYFMV$2,330,898TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,664,998RetainedEarningBOYAmt
Retained Earning EOY$1,648,315RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,664,998TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,648,315TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,664,998TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,648,315TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,664,998TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,683ExcessRevenueOverExpensesAmt
Subtotal$1,648,315SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,648,315TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY2010-01-012019-12-31$84,969$71,897$13,072$13,072
CAPITAL GAIN DIVIDENDS$28,316P
FieldValueIRS element (for citing)
Capital Gain Net Income$41,388CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,265AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,067,589NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048494DistributionYr1Rt
Adjusted Qlfy Distri Yr2$87,445AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,083,001NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04198DistributionYr2Rt
Adjusted Qlfy Distri Yr3$107,514AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,920,351NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055987DistributionYr3Rt
Adjusted Qlfy Distri Yr4$96,427AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,990,287NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.048449DistributionYr4Rt
Adjusted Qlfy Distri Yr5$94,975AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,043,865NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046468DistributionYr5Rt
Total Distribution0.241378TotalDistributionRt
Average Distribution0.048276AverageDistributionRt
Net Vl Noncharitable Assets$2,114,419NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$102,076AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$884NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$102,960AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,046QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$884InvestmentIncomeExciseTaxAmt
Subtotal$884SubtotalAmt
Tax Based On Investment Income$884TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,640EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,640TotalPaymentsAndCreditsAmt
Overpayment$756OverpaymentAmt
Applied To ES Tax$756AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT F COOPERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8028628004PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11505 SPEAR STREETAddressLine1Txt
CitySOUTH BURLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05403ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT F COOPER
1505 SPEAR STREETSOUTH BURLINGTONVT05403PRES/TREAS, AS REQ'D0$0$0$0
R SCOTT COOPER
24 FEARING ROADHINGHAMMA02043V. PRES, AS REQ'D0$0$0$0
TRACY LYNNE CRESTA
108 DEER RUN DRIVESHELBURNEVT05482SECRETARY, AS REQ'D0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,130,055AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,563AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,146,618TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,146,618AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,199CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,114,419NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,721MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,721MinimumInvestmentReturnAmt
Tax Based On Investment Income$884TaxBasedOnInvestmentIncomeAmt
Total Tax$884TotalTaxAmt
Distributable Before Adj$104,837DistributableBeforeAdjAmt
Distributable Before Ded$104,837DistributableBeforeDedAmt
Distributable As Adjusted$104,837DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,046ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$103,046QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$884PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$102,162AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,837DistributableAsAdjustedAmt
Undistributed Income PY$98,743UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$103,046QualifyingDistributionsAmt
Applied To Year1$98,743AppliedToYear1Amt
Applied To Current Year$4,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$100,534UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT F COOPERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT F COOPERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11505 SPEAR STREETAddressLine1Txt
CitySOUTH BURLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05403ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8028628004RecipientPhoneNum
Form And Info And MaterialsREQUESTS FOR GRANTS SHOULD BE MADE IN WRITINGFormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FLYNN CENTER FOR THE PERFORMING ARTS
153 MAIN STREETBURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$5,000
MAKE-A-WISH FOUNDATION
431 PINE STREET 214BURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$2,000
SHELBURNE FARMS
1611 HARBOR ROADSHELBURNEVT05482NO RELATIONSHIPPCGENERAL SUPPORT$1,000
SHELBURNE MUSEUM
6000 SHELBURNE ROADSHELBURNEVT05482NO RELATIONSHIPPCGENERAL SUPPORT$1,000
University of Vermont Medical Center
111 COLCHESTER AVENUEBURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$5,000
SARA HOLBROOK CENTER
66 NORTH AVENUEBURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$2,000
GREATER BURLINGTON YMCA
266 COLLEGE STREETBURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$2,000
UNIVERSITY OF VERMONT FOUNDATION
411 MAIN STREETBURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$70,000
ECHO CENTER
1 COLLEGE STREETBURLINGTONVT05401NO RELATIONSHIPPCGENERAL SUPPORT$1,000
NATURE CONSERVANCY
27 STATE STREET SUITE 4MONTPELIERVT05602NO RELATIONSHIPPCGENERAL SUPPORT$1,000
UVM Medical Center - CHILDREN'S HOSPITAL
111 COLCHESTER AVENUEBURLINGTONVT04101NO RELATIONSHIPPCGENERAL SUPPORT$5,000
MCCLURE MILLER RESPITE HOUSE
3113 ROOSEVELT HIGHWAYColchesterVT05446NO RELATIONSHIPPCGENERAL SUPPORT$3,000
CHANCES FOR CHRISTMAS
CHAMPLAIN MILLWINOOSKIVT05404No RelationshipPCGeneral Support$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$99,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$55,581ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$41,388ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$96,990ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$96,990TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,730Amt
Disbursements Charitable Prps$2,730DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationVERMONT DOES NOT REQUIRE A FILING.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES/MUTUAL FUNDS-SEE ATTStockNm
EOY Book Value$1,635,261EOYBookValueAmt
EOYFMV$2,317,844EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,316LegalFeesAmt
Disbursements Charitable Prps$1,316DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY FEESCategoryTxt
Amt$8,633Amt
Net Investment Income$8,633NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
PRIOR YEAR FEDERAL TAX$354
FEDERAL ESTIMATED PAYMENTS$1,640