LOCONTI FAMILY CHARITABLE TRUST: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOCONTI FAMILY CHARITABLE TRUST (EIN 46-2969014)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201821319349100437
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T09:21:50-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 MAIN ST - 2ND FLOOR | AddressLine1Txt |
| City | OLYPHANT | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 184472326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | JAMIE MCCUTCHEON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8028492300 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH ROSSI CPA | PreparerPersonNm |
| PTIN | P01217405 | PTIN |
| Phone | 5708762300 | PhoneNum |
| Preparation | 2018-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $728,451 | 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 | $25,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $215,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $342,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $215,777 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $241,517 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $240,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,015 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,015 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,808 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,808 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,823 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,823 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $130,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,058 | CashBOYAmt |
| Cash EOY | $298,526 | CashEOYAmt |
| Cash EOYFMV | $298,526 | CashEOYFMVAmt |
| Corporate Stock BOY | $837,197 | CorporateStockBOYAmt |
| Corporate Stock EOY | $759,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $429,925 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $927,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,057,949 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $728,451 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $927,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,057,949 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $927,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,949 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $927,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,057,949 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $927,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $130,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,057,949 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,949 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS UNITED STATES STEEL | P | 2017-04-27 | 2017-10-04 | $26,694 | $22,260 | $4,434 | $4,434 |
| 1000 SHS MATTEL INC | P | 2017-01-26 | 2017-02-07 | $26,741 | $26,208 | $533 | $533 |
| 1000 SHS ROYAL BK SCOTLAND | P | 2016-06-24 | 2017-04-20 | $6,195 | $5,574 | $621 | $621 |
| 1000 SHS BP PLC | P | 2014-12-05 | 2017-10-30 | $39,694 | $39,638 | $56 | $56 |
| 1000 SHS HUNTSMAN CORP | P | 2014-12-30 | 2017-03-29 | $24,305 | $23,528 | $777 | $777 |
| 2396 SHS WAL-MART STORES INC | P | 1985-10-26 | 2017-10-10 | $201,255 | $8,325 | $192,930 | $192,930 |
| 204 SHS WAL-MART STORES INC | P | 1987-10-26 | 2017-10-10 | $17,135 | $709 | $16,426 | $16,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $215,777 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $780,712 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.174242 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $145,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $885,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.164161 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $73,490 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $936,474 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,375 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $738,409 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085826 | DistributionYr4Rt |
| Total Distribution | 0.502704 | TotalDistributionRt |
| Average Distribution | 0.125676 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $725,490 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $91,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,402 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,579 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,823 | 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 | $2,402 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,402 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,402 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $611 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $611 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,791 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| JAIME MCCUTCHEON | ||||||||
| 126 PINNACLE FARM ROAD | JEFFERSONVILLE | VT | 05464 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| JOSEPH D LOCONTI | ||||||||
| BOX 515 EAST ROAD | GREENFIELD | NH | 03047 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $637,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,341 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $736,538 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $736,538 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,048 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $725,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,402 | TotalTaxAmt |
| Distributable Before Adj | $33,873 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,873 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,873 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,823 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,823 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,402 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,421 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,873 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $42,982 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,088 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,827 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $273,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,823 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $33,873 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,950 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $350,382 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $350,382 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,982 | ExcessFromYear4Amt |
| Excess From Year3 | $30,088 | ExcessFromYear3Amt |
| Excess From Year2 | $102,827 | ExcessFromYear2Amt |
| Excess From Year1 | $97,535 | ExcessFromYear1Amt |
| Excess From Current Year | $76,950 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL BREED RESCUE INC | |||||||
| 491 INDUSTRIAL AVENUE | WILLISTON | VT | 05495 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $15,000 |
| GREEN MOUNTAIN PUG RESCUE | |||||||
| 283 TOWN LINE ROAD | MENDON | VT | 05701 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $5,000 |
| NORTHERN GREYHOUND ADOPTIONS | |||||||
| 39 ROCKY RIDGE ROAD | FAIRFAX | VT | 05454 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $4,000 |
| PASSION 4 PAWS | |||||||
| 53 WEBSTER LANE | SHELBURNE | VT | 05482 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $40,000 |
| MONADNOCK HUMANE SOCIETY | |||||||
| 101 WEST SWANZEY ROAD | SWANZEY | NH | 03446 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $3,308 |
| GERDA'S ANIMAL AID INC | |||||||
| PO BOX 1352 | W TOWNSHEND | VT | 05359 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $2,500 |
| CENTRAL VERMONT HUMANE SOCIETY | |||||||
| 1589 ROUTE 14 SOUTH | E MONTPELIER | VT | 05651 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $30,000 |
| ADDISON COUNTY HUMANE SOCIETY | |||||||
| 236 BOARDMAN ST | MIDDLEBURY | VT | 05753 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTERSUPPORT NO-KILL ANIMAL SHELTER | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,808 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $215,777 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241,517 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,517 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $759,423 | EOYBookValueAmt |
| EOYFMV | $429,925 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |