Civic Intelligence

Stony Water 2005 Charitable Trust Co Spivey Lemonik Swenor PC

990PF • Fiscal year 2016 • EIN 56-6651736

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 09, 2017

Organization Profile
PO Box 1349Manchester Center, VT 05255

(802) 366-8157

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

6th percentile

-130%

Higher net margin than 6% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

53rd percentile

1.8%

Faster asset growth than 53% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

5.7%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$702,063

Up $12,090 (+1.8%) from 2015

Net Assets

Up

$702,063

Up $12,090 (+1.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin6th percentile

Revenue

Up

$24,362

Up $1,307 (+5.7%) from 2015

Expenses

Up

$55,915

Up $15,817 (+39%) from 2015

Net Income

Down

-$31,553

Down $14,510 (-85%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2010: $680,466Liabilities 2010: $0Net Assets 2010: $680,4662010Assets 2011: $663,632Liabilities 2011: $0Net Assets 2011: $663,6322011Assets 2012: $652,270Liabilities 2012: $0Net Assets 2012: $652,2702012Assets 2013: $723,316Liabilities 2013: $0Net Assets 2013: $723,3162013Assets 2014: $752,397Liabilities 2014: $0Net Assets 2014: $752,3972014Assets 2015: $689,973Liabilities 2015: $0Net Assets 2015: $689,9732015Assets 2016: $702,063Liabilities 2016: $0Net Assets 2016: $702,0632016Assets 2017: $733,292Liabilities 2017: $0Net Assets 2017: $733,2922017Assets 2018: $636,520Liabilities 2018: $0Net Assets 2018: $636,5202018Assets 2019: $696,216Liabilities 2019: $0Net Assets 2019: $696,2162019Assets 2020: $654,552Liabilities 2020: $0Net Assets 2020: $654,5522020Assets 2021: $721,631Liabilities 2021: $0Net Assets 2021: $721,6312021Assets 2022: $648,929Liabilities 2022: $0Net Assets 2022: $648,9292022Assets 2023: $631,608Liabilities 2023: $0Net Assets 2023: $631,6082023Assets 2024: $651,589Liabilities 2024: $0Net Assets 2024: $651,5892024

Highlighted filing

2016

Assets$702,063
Liabilities$0
Net Assets$702,063
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50K-$100KExpenses 2010: $8,5132010Expenses 2011: $92,5282011Expenses 2012: $68,3382012Revenue 2013: $22,570Expenses 2013: $70,459Net Income 2013: -$47,8892013Revenue 2014: $48,912Expenses 2014: $68,341Net Income 2014: -$19,4292014Revenue 2015: $23,055Expenses 2015: $40,098Net Income 2015: -$17,0432015Revenue 2016: $24,362Expenses 2016: $55,915Net Income 2016: -$31,5532016Revenue 2017: $21,474Expenses 2017: $82,693Net Income 2017: -$61,2192017Revenue 2018: $44,495Expenses 2018: $52,731Net Income 2018: -$8,2362018Revenue 2019: $17,373Expenses 2019: $67,515Net Income 2019: -$50,1422019Revenue 2020: $25,262Expenses 2020: $69,580Net Income 2020: -$44,3182020Revenue 2021: $21,941Expenses 2021: $69,954Net Income 2021: -$48,0132021Revenue 2022: $19,596Expenses 2022: $64,209Net Income 2022: -$44,6132022Revenue 2023: $29,380Expenses 2023: $52,298Net Income 2023: -$22,9182023Revenue 2024: $18,765Expenses 2024: $71,656Net Income 2024: -$52,8912024

Highlighted filing

2016

Revenue$24,362
Expenses$55,915
Net Income-$31,553
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WINIFRED K THOMASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Stony Water 2005 Charitable Trust
EIN
56-6651736
Phone
8023668157
Address
PO BOX 1349, MANCHESTER CENTER, VT 05255

Signing Officer

Name
Winifred K Thomas
Title
Trustee
Signed
2017-08-09
Discuss with paid preparer
Yes

Preparer

Firm
Spivey Lemonik Swenor Pc
Address
PO BOX 1349, MANCHESTER CENTER, VT 05255-1349
Preparer
Lee M Spivey Jr
Phone
8023621946
Raw XML Appendix310 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt01500
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0445779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1247262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0HUTNER HIGH INCOME FUND LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AVALON PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0445779
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1247262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt018742
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt05122
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0331
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0OTHER INC FROM INV PSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0167
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt024362
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt024362
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05122
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018742
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018742
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-31553
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt05122
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0331
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt05122
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt014197
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt09415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09415
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0167
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0167
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt045000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010165
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt055915
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt024362
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024362
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010165
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010915
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt05122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt05122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt05122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0FROM INVESTMENT PARTNERSHIP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05122
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-31553
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt043643
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0702063
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0689973
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0702063
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033535
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033535
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033535
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033819
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0284
IRS990PF/DistributableAmountGrp/TotalTaxAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt0300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt016
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0284
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0300
IRS990PF/FMVAssetsEOYAmt0702064
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0689973
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0702063
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-1
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0680298
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0693041
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0693041
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09675
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt09023
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt09023
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0689973
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0702063
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0702064
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0689973
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0702063
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0689973
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0702063
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0686670
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0686670
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010300
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033819
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0676370
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0686670
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WINIFRED K THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0SLS - 3868 MAIN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MANCHESTER CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0VT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd005255
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt055279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt055421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt027500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt058406
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt057387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt057310
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt079943
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.081729
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.08036
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.08471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.08843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.11643
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0676370
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0710368
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0726789
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0677476
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0648083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0686594
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt045000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.408645
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt045000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt045000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt045000
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0HUTNER CAP MGMT POB 379
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MANCHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd005254
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DANIEL HUTNER
IRS990PF/StatementsRegardingActyGrp/PhoneNum08023621946
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt53000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FAMILIES FIRST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1ROCK POINT SUMMER CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ST STEPHEN'S EPISC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3MIDDLEBURY COMMUNITY MUSIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4VERMONT PUBLIC RADIO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5PARTNERS IN HEALTH HAITI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 565
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 ROCK POINT CIRCLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt36 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4365 TROY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5800 BOYLSTON STREET SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELIZABETHTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MIDDLEBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MIDDLEBURY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4COLCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5BOSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd012932
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105408
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd205753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd305753
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd405446
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502199
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt033535
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033535
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt022855
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023739
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025286
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt037952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt037952
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt083345
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011465
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt022855
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023739
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025286
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011465
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0121297
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0109832
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09415
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09415
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INC FROM INV PSHIP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0167
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0167
OtherIncreasesSchedule/OtherIncreasesDetail/Amt043643
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENT
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WINIFRED K THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STONY WATER 2005 CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO SPIVEY LEMONIK SWENOR PC
ReturnHeader/Filer/BusinessNameControlTxt0STON
ReturnHeader/Filer/EIN0566651736
ReturnHeader/Filer/PhoneNum08023668157
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1349
ReturnHeader/Filer/USAddress/CityNm0MANCHESTER CENTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPIVEY LEMONIK SWENOR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1349
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER CENTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0052551349
ReturnHeader/PreparerPersonGrp/PhoneNum08023621946
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEE M SPIVEY JR
ReturnHeader/ReturnTs02017-08-15T06:35:48-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$702,063
Liabilities
$0
Net assets
$702,063
Revenue
$24,362
Expenses
$55,915
Net income
-$31,553
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.19$0.72$0.53
2023Detailed filing. Detailed filing data is available for this year.$6.32$0.00$6.32$0.29$0.52$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.20$0.64$0.45
2021Detailed filing. Detailed filing data is available for this year.$7.22$0.00$7.22$0.22$0.70$0.48
2020Detailed filing. Detailed filing data is available for this year.$6.55$0.00$6.55$0.25$0.70$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.17$0.68$0.50
2018Detailed filing. Detailed filing data is available for this year.$6.37$0.00$6.37$0.44$0.53$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.21$0.83$0.61
2016Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.24$0.56$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.23$0.40$0.17
2014Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.49$0.68$0.19
2013Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.23$0.70$0.48
2012Detailed filing. Detailed filing data is available for this year.$6.52$0.00$6.52$0.68
2011Detailed filing. Detailed filing data is available for this year.$6.64$0.00$6.64$0.93
2010Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.09