2024-05-06T07:45:01-07:00 2023-12-31 030275888 Salvador and Babic PC PO Box 593 Barre VT 05641 990PF 2023-01-01 856775101 STEPHEN MONTGOMERY SCHOLARSHIP FUND STEP 8024792552 PO BOX 473 BARRE VT 05641 ADRIAN OTTERMAN TRUSTEE 8024792552 2024-03-01 true ADRIAN OTTERMAN XXX-XX-XXXX true Dennis N Perrault CPA P01256595 8024768673 2024-04-30 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 1050572 X 852030 716 716 10769 10769 3698 3698 3698 0 0 867213 15183 8656 1731 6925 1500 1500 0 94 94 0 197 150 47 10447 3475 6972 10500 10500 20947 3475 17472 846266 11708 10 10 190039 271465 271465 403 403 403 0 748881 0 0 748881 586000 0 202387 205207 192694 0 0 0 0 392426 1225966 1050572 12726 0 0 0 0 0 12726 0 X 379700 1225966 379700 1225966 392426 1225966 379700 846266 1225966 1225966 CAPITAL GAIN DISTRIBUTIONS P 2021-04-23 2023-12-18 3698 0 0 3698 0 0 0 3698 3698 163 0 163 0 163 0 163 0 false false false false false false false true true VT true false false false false true N/A ADRIAN OTTERMAN 8024792552 PO BOX 473 BARRE VT 05641 false false false false false false false false false false false false false false false false false false false false ADRIAN OTTERMAN PO BOX 473 BARRE VT 05641 TRUSTEE 2.50 8656 0 0 NONE 0 NONE 0 THE FUND PROVIDES SCHOLARSHIPS TO ASSIST RANDOLPH & WHITE RIVER HIGH SCHOOL GRADUATES WITH EDUCATION AT A 4 YEAR COLLEGE OR UNIVERSITY. PREFERENCE IS GIVEN TO THOSE SEEKING A BACHELORS DEGREE IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MANAGEMENT 10500 180831 190679 199483 570993 0 570993 8565 562428 28121 28121 163 163 27958 27958 27958 17472 17472 27958 0 0 0 0 1446 1446 17472 0 17472 0 1446 1446 0 0 0 0 9040 0 0 0 0 0 0 0 NONE NONE ADRIAN OTTERMAN TRUSTEE PO BOX 473 BARRE VT 05641 8024792552 SCHOLARSHIP APPLICATION FORM USED BY RANDOLPH UNION HIGH SCHOOL AND WHITE RIVER VALLEY HIGH SCHOOL AS REQUIRED BY THE HIGH SCHOOL SCHOLARSHIP COMMITTEE SCHOLARSHIPS TO 4 YEAR DEGREE PROGRAMS, PREFERABLY IN FORESTRY, AGRICULTURE, ANIMAL HUSBANDRY OR LAND MGMT. VERMONT STATE UNIVERSITY 337 COLLEGE HILL JOHNSON VT 05656 501(C)3 SCHOLARSHIPS 3000 WORCESTER POLYTECHNIC INSTITUTE 100 INSTITUTE ROAD WORCESTER MA 01609 501(C)3 SCHOLARSHIPS 1400 COMMUNITY COLLEGE OF VERMONT PO BOX 489 MONTPELIER VT 05602 501(C)3 SCHOLARSHIPS 1400 VERMONT STATE UNIVERSITY 337 COLLEGE HILL JOHNSON VT 05656 501(C)3 SCHOLARSHIPS 4700 10500 14 716 14 10769 18 3698 15183 15183 false false false false false false false false false false X X 1 ESTATE OF STEPHEN MONTGOMERY PO BOX 473 BARRE VT 05641 81933 X 2 ESTATE OF STEPHEN MONTGOMERY PO BOX 473 BARRE VT 05641 770097 X SALVADOR AND BABIC, PC TAX PREPARATION 1500 1500 CAPITAL GAIN DISTRIBUTION 3698 0 3698 AMERICAN BALANCED FUND 28002 27895 AMERICAN HIGH INCOME TRUST 28002 25651 THE BOND FUND OF AMERICA 28002 23920 CAPITAL INCOME BUILDER FUND 28002 27432 FUNDAMENTAL INVESTORS 34102 32467 NEW ECONOMY FUND 31095 26815 WASHINGTON MUTUAL INVESTORS 28002 28514 OTTERMAN & ALLEN LEGAL & PROFESSIONAL 8656 1731 6925 OFFICE EXPENSE 47 47 BROKERAGE ACCOUNT FEE 150 150 JAMES KENNEY & MELANIE GILMAN NONE 1350000 748881 2016-09 1931-12 $8,687 MONTHLY 0.02540000 PERSONAL PROPERTY (LOGGING EQUIP) SALE OF OPERATING BUSINESS SELLER FINANCED EQUIPMENT & GOODWILL 1350000 2022 SEC 4940 TAX 94 94