Civic Intelligence

Robert and Louise Bossardt Trust

EIN 81-6725737 • 501(c)3 • Mendon, VT

Profile

The trust was created in 1987 by Robert and Louise Bossardt and was fully funded in 2016 upon Louise's passing. The sole purpose of the trust is to provide financial support to various Vermont charitable organizations as listed herein on Schedule A.

11 Notch RoadMendon, VT 05701

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-58%

Higher net margin than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$21,358

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-3.2%

Faster asset growth than 28% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$1,692,166

Down $56,615 (-3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,692,166

Down $56,615 (-3.2%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin6th percentile

Revenue

Up

$98,027

Up $15,125 (+18%) from 2023

Expenses

Up

$154,642

Up $62,366 (+68%) from 2023

Net Income

Down

-$56,615

Down $47,241 (-504%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2017: $2,174,745Liabilities 2017: $0Net Assets 2017: $2,174,7452017Assets 2018: $2,158,478Liabilities 2018: $0Net Assets 2018: $2,158,4782018Assets 2019: $2,131,259Liabilities 2019: $0Net Assets 2019: $2,131,2592019Assets 2020: $2,019,345Liabilities 2020: $0Net Assets 2020: $2,019,3452020Assets 2021: $1,789,918Liabilities 2021: $0Net Assets 2021: $1,789,9182021Assets 2022: $1,758,155Liabilities 2022: $0Net Assets 2022: $1,758,1552022Assets 2023: $1,748,781Liabilities 2023: $0Net Assets 2023: $1,748,7812023Assets 2024: $1,692,166Liabilities 2024: $0Net Assets 2024: $1,692,1662024

Highlighted filing

2024

Assets$1,692,166
Liabilities$0
Net Assets$1,692,166
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2017: $108,383Expenses 2017: $86,105Net Income 2017: $22,2782017Revenue 2018: $82,900Expenses 2018: $99,167Net Income 2018: -$16,2672018Revenue 2019: $71,057Expenses 2019: $98,276Net Income 2019: -$27,2192019Revenue 2020: $77,018Expenses 2020: $188,932Net Income 2020: -$111,9142020Revenue 2021: $220,104Expenses 2021: $449,531Net Income 2021: -$229,4272021Revenue 2022: $91,795Expenses 2022: $123,558Net Income 2022: -$31,7632022Revenue 2023: $82,902Expenses 2023: $92,276Net Income 2023: -$9,3742023Revenue 2024: $98,027Expenses 2024: $154,642Net Income 2024: -$56,6152024

Highlighted filing

2024

Revenue$98,027
Expenses$154,642
Net Income-$56,615
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,692,166
Liabilities
$0
Net assets
$1,692,166
Revenue
$98,027
Expenses
$154,642
Net income
-$56,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.10$0.15$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.75$0.00$1.75$0.08$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.09$0.12$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.22$0.45$0.23
2020Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.08$0.19$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.07$0.10$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.08$0.10$0.02
2017Summary only. Only limited summary data is available for this year.$2.17$0.00$2.17$0.11$0.09$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.1
Gross Receipts
$145,497
Mission and Program Overview

Mission

The trust was created in 1987 by robert and louise bossardt and was fully funded in 2016 upon louise's passing. The sole purpose of the trust is to provide financial support to various vermont charitable organizations as listed herein on schedule a.

The trust is a support organization for various charitable beneficiaries located in Vermont, including entities that support the arts, medicine and animal care. The trust has no program services and was created exclusively to provide financial support for the named charitable entities, all of which are 501(c)(3) organizations. These organizations are provided for from the annual earnings generated by the trust's investments.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,758,155$1,748,781▼ $9,374
Investments in Publicly Traded Securities$1,716,026$1,662,780▼ $53,246
Savings and Temporary Cash Investments$32,755$29,386▼ $3,369
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Rtn Earn Endowment Incm Other Fnds$-9,374$-56,615▼ $47,241
Total Assets$1,748,781$1,692,166▼ $56,615
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,748,781$1,692,166▼ $56,615
Total Liabilities and Net Assets / Fund Balance$1,748,781$1,692,166▼ $56,615
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
Christopher CorsonesTrustee$21,358$21,358
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$63,476
Other Revenue
$34,551
Change in Net Assets
$-56,615
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$133,284
Salaries, Compensation, and Employee Benefits$21,358
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates-$115,023-$115,023
Current Officers, Directors, Trustees, and Key Employees-$21,358-$21,358
Fees for Service Investment Mgmnt Fees-$15,105-$15,105
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$1-$1
Total Functional Expenses$0$154,642$0$154,642
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The trustee has a fiduciary responsibility for managing the investments held by the trust, payment of expenses, distributions of income to beneficiary organizations, and meeting all tax, probate and other filing requirements. All of the trustee duties are governed by the terms of the trust document and state law. There are no meetings or actions to be documented.There are no committees, and accordingly no documentation for meetings or actions of such a committee.”

Form 990, Part VI, Section B, Line 11B

“The Form 990 is reviewed and signed by the trustee who is governed by the terms of the trust instrument. This trust is a 509(A)(3) supporting organization. Each beneficiary organization named in the trust agreement has the power to enforce the trust agreement and compel an accounting under state law. The trust has met and will continue to meet the requirements of (1.509(A)-4(I)(5)).”

Form 990, Part VI, Section C, Line 19

“The trust is a 509(A)(3) supporting organization. Each beneficiary organization named in the trust document has been provided with a copy of the original trust agreement (the governing document). Quarterly distributions of income are made, along with an annual accounting to the supported organizations. A copy of Form 990 is available upon request.”

Filing and Contact Details

Filer

Filer Name
Robert and Louise Bossardt Trust
EIN
81-6725737
Phone
8027750125
Address
11 Notch Road, Mendon, VT 05701

Signing Officer

Name
Christopher Corsones
Title
Trustee
Signed
2025-04-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Corsones
Formed
2016
Legal Domicile
Vt
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
OBrien Shortle Reynolds & Sabotka
Address
54 North Main Street, Rutland, VT 05701
Preparer
Janice Craig CPA
Phone
8027738344
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IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt0722605
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt0115023
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt037506
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.00000
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt0115023
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt0115023
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trustee provides an annual accounting to each organization. Each supported organization consents to the accounting and can request an accounting at any time. All beneficiaries have the right to administer the proper functioning of the trust by initiating action in probate court to enforce trust terms.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1For each of the supported organizations listed in Part 1, Line 12G, the trust provides funds related to the organization's exempt purpose. In the case of the larger beneficiaries, the original trust document specifies the intended use of the funds provided to the supported organizations as follows:Rutland Regional Medical Center - Continuing education activities for personnel involved in critical care nursing servicesVermont Achievement Center - Capital improvement projectsThe specific nature of the intended payouts relays a higher importance to their receipt in the ability of the supported organization to provide related services. The other listed beneficiaries of the trust rely on public funding to perpetuate thier activities. As such, the monies provided from trust income constitute a significant benefit to the supported organization. All beneficiary organizations have the right and the expectation under the original trust agreement to offer investment advice and advice on methods of payout. The beneficiaries are also entitled to elect by vote a new trustee should the named trustee at any point become a disqualified person under code section 509(A)(3)(c).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section D, Line 2: Organizaiton Maintained A Relationship with Supported Orgs.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part V, Section D, Line 8: Distributions To Attentive Supported Organizations
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt07
IRS990ScheduleA/SupportedOrganizationsTotalCnt07
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0222528303
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1030286379
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2030183483
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd310
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd410
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd510
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd610
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt018723
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt13659
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt232977
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt33659
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt43659
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt524965
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt627381
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Paramount Center Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Regional Ambulance Service Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2Rutland Regional Medical Center
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3Rutland County Humane Society Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4Rutland Historical Society Inc
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5United Way of Rutland County VT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6Vermont Achievement Center Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0115023
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustee has a fiduciary responsibility for managing the investments held by the trust, payment of expenses, distributions of income to beneficiary organizations, and meeting all tax, probate and other filing requirements. All of the trustee duties are governed by the terms of the trust document and state law. There are no meetings or actions to be documented.There are no committees, and accordingly no documentation for meetings or actions of such a committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Form 990 is reviewed and signed by the trustee who is governed by the terms of the trust instrument. This trust is a 509(A)(3) supporting organization. Each beneficiary organization named in the trust agreement has the power to enforce the trust agreement and compel an accounting under state law. The trust has met and will continue to meet the requirements of (1.509(A)-4(I)(5)).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The trust is a 509(A)(3) supporting organization. Each beneficiary organization named in the trust document has been provided with a copy of the original trust agreement (the governing document). Quarterly distributions of income are made, along with an annual accounting to the supported organizations. A copy of Form 990 is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01748781
IRS990/TotalAssetsEOYAmt01692166
IRS990/TotalAssetsGrp/BOYAmt01748781
IRS990/TotalAssetsGrp/EOYAmt01692166
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0154642
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01748781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01692166
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt021358
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt098027
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt098027
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01748781
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01692166
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011 Notch Road
IRS990/USAddress/CityNm0Mendon
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005701
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Corsones
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee

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