2024-03-07T01:51:08-00:00 2023-12-31 Kerry R Bushey 16 Mountain Street Bristol VT 05443 990PF 2023-01-01 277053502 Oertly Surianata Family Foundation OERT 8023435792 PO Box 1008 Quechee VT 05059 Thomas W Torti SecretaryTreasurer 8023435792 2024-03-07 true Thomas Torti true Kerry R Bushey P00092244 8024533581 2024-03-07 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 190191 X 56 56 3799 3799 10086 19758 10086 13941 13941 3816 3816 0 0 11000 11000 14816 0 11000 -875 13941 6484 3065 3065 81302 85449 187126 87786 88514 190191 0 X 87786 88514 87786 88514 87786 88514 87786 -875 1603 88514 88514 3 Aflac Inc P 2011-08-11 2023-11-20 244 55 189 189 3 Abbott Laboratories P 2015-07-17 2023-11-20 304 149 155 155 1 Air Products Chemicals Inc P 2011-08-11 2023-11-20 273 73 200 200 1 Amgen Inc P 2015-11-25 2023-11-20 265 164 101 101 2 Analog Devices Inc P 2011-08-11 2023-11-20 369 62 307 307 6 Apple Inc P 2018-11-29 2023-11-20 1150 270 880 880 1 Automatic Data Processing P 2011-08-11 2023-11-20 232 40 192 192 1 Becton Dickinson Co P 2011-08-11 2023-11-20 234 76 158 158 2 CMS Energy Corp P 2022-06-06 2023-11-20 114 138 -24 -24 2 Chevron Corporation P 2011-08-11 2023-11-20 290 185 105 105 5 Cisco Systems Inc P 2017-08-31 2023-11-20 241 161 80 80 12 Clorox Company P 2011-08-11 2023-06-14 1856 803 1053 1053 2 Golgate-Palmolive Co P 2011-08-11 2023-11-20 151 82 69 69 5 Comcast Corp New Cl A P 2019-12-12 2023-11-20 215 214 1 1 1 Costco Whsl Corp New Com P 2022-06-30 2023-11-20 581 477 104 104 1 Emerson Electric Co P 2011-08-11 2023-11-20 89 44 45 45 2 Eversource Energy P 2011-08-11 2023-11-20 117 64 53 53 1 Genl Dynamics Corp P 2011-08-11 2023-11-20 246 60 186 186 1 Illinois tool Works Inc P 2011-08-11 2023-11-20 240 43 197 197 2 JPMorgan Chase Co P 2017-10-26 2023-11-20 307 204 103 103 2 Johnson Johnson P 2011-08-11 2023-11-20 300 124 176 176 1 L3Harris Technologies Inc P 2011-08-11 2023-11-20 187 36 151 151 2 Lowes Companies Inc P 2013-02-04 2023-11-20 409 77 332 332 1 McDonalds Corp P 2011-08-11 2023-11-20 279 86 193 193 7 Microsoft Corp P 2012-02-17 2023-11-30 2643 218 2425 2425 3 Nextera Energy Inc P 2011-08-11 2023-11-20 173 39 134 134 2 Nike Inc Class B P 2016-01-21 2023-11-20 212 121 91 91 1 Norfolk Southern Corp P 2011-08-11 2023-11-20 212 68 144 144 1 P P G Industries Inc P 2021-10-15 2023-11-20 136 160 -24 -24 2 Paychex Inc P 2011-08-11 2023-11-20 238 53 185 185 2 Pepsico Incorporated P 2011-08-11 2023-11-20 333 125 208 208 3 Phillips 66 P 2012-08-03 2023-11-20 357 119 238 238 1 Procter Gamble Co P 2011-08-11 2023-11-20 151 60 91 91 17 RTX Corp P 2016-03-08 2023-09-21 1244 741 503 503 1 Target Corp P 2011-08-11 2023-11-20 130 47 83 83 53 US Bancorp New P 2021-06-23 2023-09-05 1950 2835 -885 -885 1 UnitedHealth Group Inc P 2020-03-25 2023-11-20 536 241 295 295 2 WEC Energy Group INc P 2012-06-22 2023-11-20 163 77 86 86 12 Walmart Inc P 2011-08-11 2023-11-20 1805 596 1209 1209 1 Accenture PLC Ireland Shares Class A P 2017-10-30 2023-11-20 332 143 189 189 3 Medtronic Plc P 2015-01-27 2023-11-20 226 231 -5 -5 1 Chubb Ltd P 2016-01-15 2023-11-20 224 111 113 113 10086 194 194 194 194 false false false false false false false true true VT true false false false false true Thomas W Torti 8022951589 PO Box 321 Essex Junction VT 05453 false false false false false false false false false false false false false false false false false false false false false Rukiah S Oertly PO Box 1008 Quechee VT 05059 President 000.00 0 Sarah R Oertly PO Box 1008 Quechee VT 05059 Vice President 000.00 0 Thomas W Torti PO Box 321 Essex Junction VT 05453 Secretary 000.00 0 Thomas W Torti PO Box 321 Essex Junction VT 05453 Treasurer 000.00 0 NONE NONE this section is not applicable 0 this section is not applicable X 0 11000 11000 Sarah R Oertly PO Box 1008 Queechee VT 05059 8022951589 A letter, name of organization, FED ID , intent of use of funds, verification they are 501c3 December 1st of calendar year State of Vermont only and must be a 501c3 The University of Vermont Medical Center 111 Colchester Avenue Burlington VT 05401 NONE UVM Medical Center 11000 11000 56 3799 10086 13941 13941 X NONE false false false false false false false false false false X Stocks see list 85449 187126 unexplained....... may have to do with basis calculation 1603 Wells Fargo Advisors -- Advisory Fees 2309 Income Tax Preparation Fee 1507 Rukiah S Oertly PO Box 1008 Queechee VT 05059