LOCONTI FAMILY CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LOCONTI FAMILY CHARITABLE TRUST (EIN 46-2969014)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201931339349101333
- Schema version
- 2018v3.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T08:36:17-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232385520 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT ROSSI and CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 Main St 2nd Flr | AddressLine1Txt |
| City | Olyphant | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18447 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 462969014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCONTI FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOCO | BusinessNameControlTxt |
| Phone | 8028492300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 PINNACLE FARM ROAD | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05464 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAIME MCCUTCHEON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH ROSSI CPA | PreparerPersonNm |
| PTIN | P01217405 | PTIN |
| Phone | 5708762300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $650,908 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,174 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,054 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,041 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $341,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $51,215 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,095 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,231 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $4,231 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,481 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $123,277 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $123,277 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$77,543 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,095 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $298,526 | CashBOYAmt |
| Cash EOY | $156,674 | CashEOYAmt |
| Cash EOYFMV | $156,674 | CashEOYFMVAmt |
| Corporate Stock BOY | $759,423 | CorporateStockBOYAmt |
| Corporate Stock EOY | $823,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $494,234 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,057,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $980,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $650,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,057,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $980,406 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,057,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $980,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,057,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $980,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,057,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$77,543 | ExcessRevenueOverExpensesAmt |
| Subtotal | $980,406 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $980,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 ALPHABET INC | P | 2018-02-02 | 2018-03-12 | $58,740 | $55,965 | $2,775 | $2,775 |
| 100 ALPHABET INC | P | 2018-03-19 | 2018-07-12 | $118,094 | $110,150 | $7,944 | $7,944 |
| 1500 CAMPBELL SOUP CO | P | 2018-01-01 | 2018-08-03 | $64,479 | $51,177 | $13,302 | $13,302 |
| 250 APPLE INC | P | 2018-02-02 | 2018-02-15 | $43,239 | $40,475 | $2,764 | $2,764 |
| 500 HERON THERAPEUTICS INC | P | 2016-08-10 | 2018-03-19 | $14,023 | $11,941 | $2,082 | $2,082 |
| 500 OCCIDENTAL PETROLEUM CORP | P | 2014-12-05 | 2018-05-17 | $42,989 | $40,815 | $2,174 | $2,174 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $108,421 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $725,490 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.14945 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $136,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $780,712 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.17424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $145,347 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $885,394 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.16416 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $73,490 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $936,474 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.07848 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $63,375 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $738,409 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08583 | DistributionYr5Rt |
| Total Distribution | 0.652149 | TotalDistributionRt |
| Average Distribution | 0.130430 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $707,634 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $92,297 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $501 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,798 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,758 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $501 | SubtotalAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,939 | OverpaymentAmt |
| Applied To ES Tax | $1,939 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAIME MCCUTCHEON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5708762300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 PINNACLE FARM RD | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05464 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | JAIME MCCUTCHEON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 PINNACLE FARM ROAD | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05464 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $556,321 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $162,089 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $718,410 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $718,410 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,776 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $707,634 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $35,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $35,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $501 | TotalTaxAmt |
| Distributable Before Adj | $34,881 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,881 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,881 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,758 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $128,758 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $501 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,257 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,881 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $42,982 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $30,088 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $76,950 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $350,382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,758 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $34,881 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $93,877 | RemainingDistriFromCorpusAmt |
| Total Corpus | $444,259 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $42,982 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $401,277 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,088 | ExcessFromYear4Amt |
| Excess From Year3 | $102,827 | ExcessFromYear3Amt |
| Excess From Year2 | $97,535 | ExcessFromYear2Amt |
| Excess From Year1 | $76,950 | ExcessFromYear1Amt |
| Excess From Current Year | $93,877 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ELIZABETH BROWN HUMANE SOCIETY | |||||||
| 80 BUTTONWOOD LANE | VICTORY | VT | 05858 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $6,800 |
| A CANINE GEM RESCUE | |||||||
| 214 WOODRIDGE ROAD | COLCHESTER | VT | 05446 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $17,000 |
| MONADNOCK HUMANE SOCIETY | |||||||
| 101 W SWANZEY ROAD | SWANZEY | NH | 03446 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $2,000 |
| BENNINGTON COUNTY HUMANE SOCIETY | |||||||
| PO BOX 620 | SHAFTSBURY | VT | 05262 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $12,500 |
| VERMONT ENGLISH BULLDOG RESCUE | |||||||
| 170 LAMPLITE LANE | WILLISTON | VT | 05495 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $11,305 |
| KINGDOM ANIMAL SHELTER | |||||||
| PO BOX 462 | ST JOHNSBURY | VT | 05819 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $25,000 |
| ALL BREED RESCUE | |||||||
| 491 INDUSTRIAL AVE | WILLISTON | VT | 05495 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $26,672 |
| ADDISON COUNTY HUMANE SOCIETY | |||||||
| 236 BOARDMAN ST | MISSLEBURY | VT | 05753 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $12,000 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW RD | MORRISVILLE | VT | 05661 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $123,277 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,041 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $51,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $51,215 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $823,732 | EOYBookValueAmt |
| EOYFMV | $494,234 | EOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,231 | Amt |
| Disbursements Charitable Prps | $4,231 | DisbursementsCharitablePrpsAmt |