LOCONTI FAMILY CHARITABLE TRUST: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOCONTI FAMILY CHARITABLE TRUST (EIN 46-2969014)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-14
- IRS object ID
- 201501349349100720
- Schema version
- 2014v5.0
- 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
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T07:56:41-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-05-14 | 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 | 2015-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $988,759 | 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 | $34,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,916 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $144,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,105,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $144,202 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $178,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $171,118 | 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 |
| Taxes Rev And Expnss | $950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $950 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,490 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,452 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,384 | CashBOYAmt |
| Cash EOY | $266,950 | CashEOYAmt |
| Cash EOYFMV | $266,950 | CashEOYFMVAmt |
| US Government Obligations BOY | $225,592 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $758,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $835,667 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $721,809 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $997,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,102,617 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $988,759 | 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 | $997,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,102,617 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $997,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,102,617 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $997,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,102,617 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $997,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,452 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,102,617 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,102,617 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1000 SHS APOLLO INVT CORP | P | 2014-02-25 | 2014-06-30 | $8,632 | $8,608 | $24 | $24 |
| 500 SHS APPLE INC | P | 2014-06-13 | 2014-06-30 | $46,351 | $45,833 | $518 | $518 |
| 500 SHS COCA COLA CO | P | 2014-02-18 | 2014-03-07 | $19,282 | $18,768 | $514 | $514 |
| 500 SHS CONSOLIDATED EDISON HLDG CO INC | P | 2014-03-18 | 2014-04-15 | $28,216 | $27,528 | $688 | $688 |
| 500 SHS CONSOLIDATED EDISON HLDG CO INC | P | 2014-05-20 | 2014-05-30 | $27,396 | $26,878 | $518 | $518 |
| 753.047 SHS FIDELITY TAX-FREE BOND | D | 2014-11-30 | 2014-12-04 | $8,796 | $8,514 | $282 | $282 |
| 75 SHS GOOGLE INC CL C | P | 2014-04-25 | 2014-05-20 | $40,154 | $39,092 | $1,062 | $1,062 |
| 50 SHS INTL BUSINESS MACH | P | 2014-02-25 | 2014-03-06 | $9,392 | $9,155 | $237 | $237 |
| 100 SHS KINDER MORGAN MGMT LLC | P | 2014-02-27 | 2014-04-04 | $7,390 | $7,030 | $360 | $360 |
| 500 SHS MICROSOFT CORP | P | 2014-06-04 | 2014-06-06 | $20,787 | $20,108 | $679 | $679 |
| 500 SHS SEADRILL LTD | P | 2014-07-29 | 2014-11-28 | $7,477 | $18,195 | -$10,718 | -$10,718 |
| 500 SHS VERIZON COMMUNICATIONS | P | 2013-12-05 | 2014-05-16 | $24,467 | $24,383 | $84 | $84 |
| 1000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-05-20 | 2014-06-13 | $11,382 | $10,712 | $670 | $670 |
| 500 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-06-19 | 2014-06-25 | $5,842 | $5,775 | $67 | $67 |
| 2000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-06-26 | 2014-07-02 | $23,932 | $23,386 | $546 | $546 |
| 4000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-07-08 | 2014-07-14 | $48,351 | $46,452 | $1,899 | $1,899 |
| 1000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-07-15 | 2014-07-17 | $12,072 | $11,868 | $204 | $204 |
| 5000 SHS WORLD WRESTLING ENTERTAIMENT INC CL A | P | 2014-07-18 | 2014-07-31 | $66,041 | $63,020 | $3,021 | $3,021 |
| 3000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-08-01 | 2014-08-04 | $39,561 | $37,149 | $2,412 | $2,412 |
| 3000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-08-07 | 2014-08-18 | $42,231 | $40,921 | $1,310 | $1,310 |
| 3000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-10-06 | 2014-10-07 | $41,985 | $41,394 | $591 | $591 |
| 2000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-10-10 | 2014-10-15 | $27,971 | $27,206 | $765 | $765 |
| 1000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-10-10 | 2014-10-16 | $14,214 | $13,654 | $560 | $560 |
| 2000 SHS WORLD WRESTLING ENTERTAINMENT INC CL A | P | 2014-10-17 | 2014-10-20 | $28,061 | $27,288 | $773 | $773 |
| 400 SHS YUM BRANDS INC | P | 2014-01-27 | 2014-02-04 | $28,584 | $27,132 | $1,452 | $1,452 |
| 500 SHS ATLAS PIPELINE PARTNERS LP | P | 2014-03-11 | 2014-03-12 | $15,067 | $14,578 | $489 | $489 |
| 500 SHS ISHARES SILVER TR | P | 2014-01-22 | 2014-02-05 | $9,578 | $9,558 | $20 | $20 |
| 279.518 SHS FIDELITY TAX FREE BOND | D | 2008-05-07 | 2014-12-04 | $3,265 | $3,160 | $105 | $105 |
| 714.286 SHS FIDELITY TAX FREE BOND | D | 2008-05-07 | 2014-01-27 | $8,000 | $7,628 | $372 | $372 |
| 2500 SHS FIDELITY TAX FREE BOND | D | 2008-05-07 | 2014-11-19 | $29,050 | $26,700 | $2,350 | $2,350 |
| 16875.796 SHS FIDELITY TAX FREE BOND | D | 2008-05-07 | 2014-12-04 | $197,109 | $180,230 | $16,879 | $16,879 |
| 622 SHS HAWAIIAN ELEC INDS | D | 1984-05-10 | 2014-06-25 | $15,679 | $10,022 | $5,657 | $5,657 |
| 4000 SHS HAWAIIAN ELEC INDS | D | 1984-05-10 | 2014-12-04 | $131,189 | $64,449 | $66,740 | $66,740 |
| 500 SHS VERIZON COMMUNICATIONS | D | 2010-02-04 | 2014-01-27 | $24,092 | $13,541 | $10,551 | $10,551 |
| 400 SHS WAL-MART STORES INC | D | 1985-10-26 | 2014-11-19 | $33,911 | $1,390 | $32,521 | $32,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $144,202 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,375 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $738,409 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085826 | DistributionYr1Rt |
| Total Distribution | 0.085826 | TotalDistributionRt |
| Average Distribution | 0.085826 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $936,474 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,374 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,711 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $73,490 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,422 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,422 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $76 | EsPenaltyAmt |
| Tax Due | $3,498 | 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 | 1.00 | $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 | $909,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,186 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $950,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $950,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,261 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $936,474 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,824 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,824 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,422 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,422 | TotalTaxAmt |
| Distributable Before Adj | $43,402 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,402 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,402 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,490 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,490 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $73,490 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,402 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $42,982 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,490 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,402 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,088 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,070 | 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 | $73,070 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $42,982 | ExcessFromYear1Amt |
| Excess From Current Year | $30,088 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 | $46,750 |
| NORTH COUNTRY ANIMAL LEAGUE | |||||||
| 16 MOUNTAIN VIEW MEADOW ROAD | MORRISVILLE | VT | 05661 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $6,000 |
| FRANKLIN COUNTY HUMANE SOCIETY | |||||||
| 30 SUNSET MEADOWS | SAINT ALBANS | VT | 05478 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $3,000 |
| ELIZABETH H BROWN HUMANE SOCIETY | |||||||
| 80 BUTTONWOOD LANE | VICTORY | VT | 05858 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $2,790 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $10,000 |
| GREEN MOUNTAIN PUG RESCUE | |||||||
| 283 TOWN LINE ROAD | MENDON | VT | 05701 | N/A | PC | SUPPORT NO-KILL ANIMAL SHELTER | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,540 | 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 | $34,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $144,202 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $178,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,942 | 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 | $835,667 | EOYBookValueAmt |
| EOYFMV | $721,809 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |