2026-03-12T12:32:19-00:00 2025-12-31 Kerry R Bushey 16 Mountain Street Bristol VT 05443 990PF 2025-01-01 277053502 Oertly Surianata Family Foundation % Thomas W Torti OERT 8023435792 PO Box 321 Essex Junction VT 05453 Thomas W Torti SecretaryTreasurer 8023435792 2026-03-09 true Kerry R Bushey P00092244 8024533581 2026-03-12 X 2025 2025-03-06 01:10:19Z X X 226149 X 86 86 3685 3685 11430 29110 11430 15201 15201 4341 4341 0 0 3000 3000 7341 0 3000 7860 15201 2665 2868 2868 95126 104474 223281 97791 107342 226149 0 X 97791 107342 97791 107342 97791 107342 97791 7860 1691 107342 107342 13 Nike Inc Class B P 2024-08-27 2025-04-10 698 1104 -406 -406 24 Aflac Inc P 2011-08-11 2025-07-24 2475 436 2039 2039 1 Amgen Inc P 2015-11-25 2025-11-28 344 164 180 180 3 Apple Inc P 2018-11-29 2025-11-28 830 135 695 695 1 Automatic Data Processing P 2011-08-11 2025-07-14 303 40 263 263 1 Blackrock Inc Com New P 2015-11-02 2025-01-13 954 354 600 600 5 Chevron Corporation P 2012-08-02 2025-10-17 766 479 287 287 21 Colgate-Palmolive Co P 2011-08-11 2025-07-31 1768 865 903 903 68 Comcast Corp New Cl A P 2023-12-01 2025-02-21 2472 2909 -437 -437 1 Costco Whsl Corp New Com P 2022-06-30 2025-10-17 934 477 457 457 4 Genl Dynamics Corp P 2011-08-11 2025-07-31 1245 242 1003 1003 10 Lowes Companies Inc P 2013-02-04 2025-11-13 2392 383 2009 2009 1 McDonalds Corp P 2011-08-11 2025-07-14 301 85 216 216 7 Microsoft Corp P 2012-04-17 2025-11-28 2965 219 2746 2746 30 Nike Inc Class B P 2023-06-14 2025-04-10 1611 2484 -873 -873 11 P P G Industries Inc P 2021-10-15 2025-07-31 1167 1764 -597 -597 15 Paychex Inc P 2011-08-11 2025-11-13 1825 393 1432 1432 5 Phillips 66 P 2012-08-03 2025-10-21 647 198 449 449 17 Target Corp P 2016-04-11 2025-04-10 1569 837 732 732 8 Unitedhealth Group INc P 2023-09-22 2025-06-20 2428 3275 -847 -847 2 Zoetis Inc Class A P 2023-09-22 2025-06-20 315 394 -79 -79 4 Chubb LTD P 2016-01-20 2025-07-17 1101 443 658 658 11430 -406 211 211 211 211 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 3000 3000 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 Spectrum Youth and Faily Services 31 Elmwood Ave Burlington VT 05401 NONE NC To Support Youth and Family 3000 3000 86 3685 11430 15201 15201 X NONE false false false false false false false false false false X Stocks see list 104474 223281 unexplained....... may have to do with basis calculation 1691 Wells Fargo Advisors -- Advisory Fees 2668 Income Tax Preparation Fee 1673 Rukiah S Oertly PO Box 1008 Queechee VT 05059