LOCONTI FAMILY CHARITABLE TRUST: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LOCONTI FAMILY CHARITABLE TRUST (EIN 46-2969014)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201721359349101382
- Schema version
- 2016v3.0
- 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
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:24:46-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | 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 | 2017-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.77.100.142 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-15 | IPDt |
| IP Tm | 10:33:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FD0FAA2C2E12C62E0DC53150C62BA41BDEE6F548 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C43ED96E12338BB9EB7F37A7DB1916E4FDFB7C8F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $789,402 | 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 | $28,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,904 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$11,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $825 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,571 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,904 | 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 | $21 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,021 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,281 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,281 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $136,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$118,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,904 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $153,989 | CashBOYAmt |
| Cash EOY | $90,058 | CashEOYAmt |
| Cash EOYFMV | $90,058 | CashEOYFMVAmt |
| Corporate Stock BOY | $891,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $837,197 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $699,344 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,045,986 | TotalAssetsBOYAmt |
| Total Assets EOY | $927,255 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $789,402 | 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 | $1,045,986 | RetainedEarningBOYAmt |
| Retained Earning EOY | $927,255 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,045,986 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $927,255 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,045,986 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $927,255 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,045,986 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$118,731 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $927,255 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $927,255 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500 SHS ABBOTT LABORATORIES | P | 2016-01-15 | 2016-10-20 | $20,317 | $20,138 | $179 | $179 |
| 250 SHS APPLE INC | P | 2016-01-15 | 2016-10-24 | $29,366 | $24,270 | $5,096 | $5,096 |
| 1000 SHS BARCLAYS PLC | P | 2016-06-24 | 2016-10-27 | $9,302 | $8,888 | $414 | $414 |
| 10000 SHS OFFICE DEPOT INC | P | 2016-05-12 | 2016-05-12 | $34,491 | $32,808 | $1,683 | $1,683 |
| .08 SHS TARGA RES CORP CASH IN LIEU | P | 2016-02-17 | 2016-02-17 | $2 | $2 | $2 | |
| .81 SHS CALIFORNIA RES CORP CASH IN LIEU | P | 2014-12-05 | 2016-03-29 | $1 | $1 | $0 | $0 |
| .60 SHS CALIFORNIA RES CORP CASH IN LIEU | P | 2014-12-05 | 2016-06-01 | $9 | $9 | $0 | $0 |
| 200 SHS CHEVRON CORP | P | 2014-12-10 | 2016-11-07 | $21,322 | $20,912 | $410 | $410 |
| 300 SHS UNITED PARCEL SVC INC | P | 2015-01-23 | 2016-06-23 | $32,091 | $30,968 | $1,123 | $1,123 |
| 584 SHS TARGA RES PARTNERS LP MERGER | P | 2014-12-08 | 2016-02-17 | $6,245 | $26,671 | -$20,426 | -$20,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$11,519 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $145,347 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $885,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164161 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $73,490 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $936,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078475 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,375 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $738,409 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085826 | DistributionYr3Rt |
| Total Distribution | 0.328462 | TotalDistributionRt |
| Average Distribution | 0.109487 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $780,712 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $85,478 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $269 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $85,747 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,302 | 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 | $269 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $269 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $611 | OverpaymentAmt |
| Applied To ES Tax | $611 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $729,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,707 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $792,601 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $792,601 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $780,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $269 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $269 | TotalTaxAmt |
| Distributable Before Adj | $38,767 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,767 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,767 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $136,302 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $269 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $136,033 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,767 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $42,982 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,088 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $102,827 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $175,897 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $136,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,767 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,535 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $273,432 | 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 | $273,432 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $42,982 | ExcessFromYear3Amt |
| Excess From Year2 | $30,088 | ExcessFromYear2Amt |
| Excess From Year1 | $102,827 | ExcessFromYear1Amt |
| Excess From Current Year | $97,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 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 | $38,444 |
| GREEN MOUNTAIN PUG RESCUE | |||||||
| 283 TOWN LINE ROAD | MENDON | VT | 05701 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $5,000 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $10,000 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW ROAD | MORRISVILLE | VT | 05661 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $10,000 |
| PASSION 4 PAWS | |||||||
| 53 WEBSTER LANE | SHELBURNE | VT | 05482 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $15,000 |
| RIVERSIDE RESCUE | |||||||
| 236 RIVERSIDE AVENUE | LUNENBURG | VT | 05906 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $1,661 |
| SECOND CHANCE ANIMAL CENTER | |||||||
| 6870 ROUTE 7A | SHAFTSBURY | VT | 05262 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $25,000 |
| SPRING HILL RESCUE | |||||||
| 175 MIDDLE ROAD | CLARENDON | VT | 05759 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $5,000 |
| UPPER VALLEY HUMANE SOCIETY | |||||||
| 300 OLD ROUTE 10 | ENFIELD | NH | 03748 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $15,000 |
| VERMONT ENGLISH BULLDOG RESCUE | |||||||
| 170 LAMPLITE LANE | WILLISTON | VT | 05495 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $5,176 |
| FRANKLIN COUNTY ANIMAL RESCUE | |||||||
| 30 SUNSET MEADOW | SAINT ALBANS | VT | 05478 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,281 | 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 | $28,265 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$11,519 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $825 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $17,571 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,571 | 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 | $837,197 | EOYBookValueAmt |
| EOYFMV | $699,344 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEERVICE CHARGES | Desc |
| Revenue And Expenses Per Books | $21 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $825 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $825 | AdjustedNetIncomeAmt |