2024-05-13T11:30:10-05:00 2023-12-31 030210880 A M PEISCH & COMPANY LLP PO BOX 460 RUTLAND VT 057020326 990EZ 2023-01-01 831846620 HERITAGE FAMILY CARES FOR YOU FOUNDATION HERI 8027762182 30 ALLEN STREET RUTLAND VT 05701 EDWARD ENO TREASURER 8027762182 2024-04-30 1 EDWARD ENO 999009999 0 ANDREW P SIMONDS CPA P01256493 8027732721 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X HFCARES4U.COM X X 88321 X 88093 228 88321 71400 650 7940 79990 8331 101252 0 109583 101252 109583 101252 109583 0 0 101252 109583 X IMPROVING EVERYDAY LIVES IN OUR COMMUNITIES THROUGH EDUCATION, VOLUNTEERISM AND FINANCIAL SUPPORT. DONATIONS FOR THE PUBLIC WELFARE OR FOR COMMUNITY FUND, CHARITABLE, EDUCATIONAL, SCIENTIFIC, CIVIC OR SIMLAR PURPOSES. 0 71400 71400 MATTHEW LEVANDOWSKI DIRECTOR/PRESIDENT 1.00 0 0 0 EDWARD ENO DIRECTOR/TREASURER 1.00 0 0 0 CARRIE ALLEN DIRECTOR/SECRETARY 1.00 0 0 0 LESLIE DOENGES DIRECTOR 0.25 0 0 0 MARK GROSSARTH DIRECTOR 0.25 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ZACHARY RANSOM 30 ALLEN STREET RUTLAND VT 05701 8027479332 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 48831 57147 51813 87336 88093 333220 48831 57147 51813 87336 88093 333220 333220 51 156 126 148 228 709 333929 0.99790 0.99800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE DESCRIPTION: DIVIDENDS. AMOUNT: 228. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: DETACHMENT OF VT SONS OF AMERICAN LEGION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/01/23. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: CASTLETON COMMUNITY SENIORS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/16/23. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: SOUTHWESTERN VERMONT COUNCIL ON AGING. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: NEW STORY CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: UPPER VALLEY HAVEN. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: THE COLLABORATIVE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: ARC RUTLAND AREA, INC.. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: MOUNTAIN TOWNS HOUSING PROJECT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: TATUM'S TOTES. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/24/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: VERMONT ACHIEVEMENT CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/13/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: RUTLAND COMMUNITY CUPBOARD. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/13/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: NORTHSHIRE DAY SCHOOL. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/13/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: VERMONT FARMERS FOOD CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/13/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: MEALS ON WHEELS BENNINGTON COUNTY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: VT FLOOD RESPONSE AND RECOVERY FYND. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: SUSAN G KOMEN BREAST CANCER FOUNDATION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: HOUSING TRUST OF RUTLAND COUNTY INC.. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: SUNRISE FAMILY RESOURCE CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/03/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: CAPSTONE COMMUNITY ACTION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/29/23. AMOUNT GIVEN: 4,800. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: THE ALZHEIMER'S ASSOCIATION - VT CHAPTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/18/23. AMOUNT GIVEN: 10,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: COME ALIVE OUTSIDE. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/18/23. AMOUNT GIVEN: 7,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: STUFF A BUS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/08/23. AMOUNT GIVEN: 4,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: THE BOYS AND GIRLS CLUB. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: WSYB CHRISTMASS FUND INC.. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: COMPANION IN WHOLENESS . GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: BROC COMMUNITY ACTION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: CHRITA'S TOTES. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: HAMPTON FIRE DEPARTMENT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: YOUNG AT HEART SENIOR CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: SOUTHERN VERMONTS ARTS CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: WALLOOMSAC RIVER THEATRE COMPANY. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: LONDONDERRY VOLUNTEER RESCUE SQUAD. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/21/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: BLACK RIVER VALLEY SENIOR CENTER. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: COREY'S CLOSET. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: HOUSING TRUST OF RUTLAND COUNTY INC.. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: VNA & HOSPICE OF THE SOUTHWEST REGION. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: THE MINT. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: WSYB CHRISTMASS FUND INC.. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: GENERAL DONATION. GRANTEE NAME: MEALS ON WHEELS. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 71,400. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: MISCELLANEOUS MGMT AND GENERAL EXPENSES. AMOUNT: 835. DESCRIPTION: MISCELLANEOUS PROGRAM SERVICE EXPENSES. AMOUNT: 7,105. TOTAL TO FORM 990-EZ, LINE 16: 7,940.