2024-05-14T10:22:25-05:00 2023-12-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990PF 2023-01-01 223030227 Vermont Foundation for Children & Families VERM 8024886906 208 Flynn Avenue Suite 3J Burlington VT 05401 Steven Maneely Treasurer 8024886906 2024-05-13 1 Steven Maneely 999009999 1 Barbara J McGuan CPA P00219457 6036697337 2024-05-13 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6338863 X X 4934 4934 110709 131064 0 1736929 61975 115643 197973 0 0 0 3000 2400 1182 36335 35237 3020 1750 1063 0 2617 638 2001 43702 39338 6203 303600 596301 347302 39338 602504 -231659 158635 53581 69779 69779 687289 645736 645736 4219 296305 296305 1770687 1277798 1277798 3333949 3522429 3522429 71187 224855 224855 0 301961 301961 5920912 6338863 6338863 5599 5017 5599 5017 X 5915313 6333846 0 0 0 0 5915313 6333846 5920912 6338863 5915313 -231659 650192 6333846 0 6333846 Publicly Traded Securities 1736929 1674954 61975 61975 61975 2205 0 2205 0 2205 1981 0 0 0 1981 8 232 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 0 0 0 0 1 N/A Steven Maneely 8024886938 208 Flynn Avenue Burlington VT 05401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sandra L McGuire 208 Flynn Avenue Burlington VT 05401 President 1.00 0 0 0 John McSoley 208 Flynn Avenue Burlington VT 05401 Chair 1.00 0 0 0 Steven Manely 208 Flynn Avenue Burlington VT 05401 Treasurer 1.00 0 0 0 Kelsi Cross 208 Flynn Avenue Burlington VT 05401 Secretary 1.00 0 0 0 Geraldine Bloomberg 208 Flynn Avenue Burlington VT 05401 Director 1.00 0 0 0 Matthew Frazee 208 Flynn Avenue Burlington VT 05401 Director 1.00 0 0 0 Walter McCarthy 208 Flynn Avenue Burlington VT 05401 Director 1.00 0 0 0 Cyndee Sturtevant 208 Flynn Avenue Burlington VT 05401 Director 1.00 0 0 0 NONE 0 NONE 0 No Direct Charitable Activities 0 0 5445555 660944 0 6106499 0 0 6106499 91597 6014902 300745 300745 2205 2205 298540 0 298540 0 298540 602504 0 602504 298540 287890 0 0 602504 287890 0 0 298540 16074 0 0 16074 0 0 0 0 0 0 0 16074 16074 X Howard Center Inc 208 Flynn Avenue Burlington VT 05401 PC Program Funding 596301 596301 Howard Center Inc 208 Flynn Avenue Burlington VT 05401 PC Program Funding 293990 293990 14 4934 14 110709 18 0 115643 0 115643 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3000 2400 1182 Vermont Foundation for Children & Families is electing to apply current year excess qualifying distributions to prior years under Section 53.4942(a)-3. 50000 Shrs of BANK OF AMERICA CORP FXD TO 092024 VAR THRAFTR 50745 50745 50000 Shrs of CITIGROUP INC FXD TO 052024 VAR THRAFTR 6.3000% 50022 50022 50000 Shrs of JPMORGAN CHASE & CO FXD TO 022024 VAR THRAFTR 6.7500% 51420 51420 15000 Shrs of METLIFE INC 15040 15040 20000 Shrs of WELLS FARGO & CO 19962 19962 14000 Shrs of CHEVRON CORP 13789 13789 25000 Shrs of WALT DISNEY 23877 23877 15000 Shrs of INTACT FINL CORP CL A 25995 25995 15000 Shrs of SPDR S&P DIVIDEND (SDY) 187455 187455 220 Shrs of VANGUARD MID-CAP ETF INDEX (VO) 51181 51181 390 Shrs of VANGUARD SMALL CAP ETF (VB) 83199 83199 919 Shrs of ADVANCED MICRO DEVICES (AMD) 121429 121429 474 Shrs of ALEXANDRIA REAL ESTATE EQ INC (ARE) 60089 60089 1911 Shrs of Alphabet Inc CL A (GOOGL) 263568 263568 990 Shrs of AMAZON COM INC (AMZN) 147690 147690 303 Shrs of AMGEN INC (AMGN) 87348 87348 1129 Shrs of APPLE INC (AAPL) 210089 210089 495 Shrs of BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 132984 132984 37 Shrs of BLACKROCK INC (BLK) 30037 30037 290 Shrs of CARRIER GLOBAL CORPORATION (CARR) 16661 16661 455 Shrs of CATERPILLAR INC (CAT) 121000 121000 1400 Shrs of CISCO SYS INC (CSCO) 70728 70728 98 Shrs of DEERE & CO (DE) 39187 39187 326 Shrs of HOME DEPOT INC (HD) 105897 105897 297 Shrs of HONEYWELL INTL INC (HON) 62103 62103 1168 Shrs of INTEL CORP (INTC) 37460 37460 431 Shrs of JOHNSON & JOHNSON (JNJ) 67555 67555 198 Shrs of JPMORGAN CHASE & CO (JPM) 32495 32495 198 Shrs of LOCKHEED MARTIN CORP (LMT) 90043 90043 59 Shrs of LOWES COMPANIES INC (LOW) 13130 13130 100 Shrs of MASTERCARD INC CL A (MA) 42651 42651 99 Shrs of MICROSOFT CORP (MSFT) 34426 34426 300 Shrs of NEXTERA ENERGY INC (NEE) 18222 18222 145 Shrs of OTIS WORLDWIDE CORP (OTIS) 12973 12973 100 Shrs of PALO ALTO NETWORKS INC (PANW) 29488 29488 900 Shrs of PROCTER & GAMBLE (PG) 131886 131886 290 Shrs of RTX CORPORATION (RTX) 24401 24401 136 Shrs of THERMO FISHER SCIENTIFIC (TMO) 72218 72218 200 Shrs of TOTALENERGIES SE SPONSORED ADS (TTE) 13476 13476 297 Shrs of UNITEDHEALTH GP INC (UNH) 146989 146989 436 Shrs of VISA INC CL A (V) 107763 107763 300 Shrs of ZOETIS INC CLASS-A (ZTS) 59211 59211 1801 Shrs of GOLDMAN SACHS ACCESS TRE 0-1 Y (GBIL) 179632 179632 415 Shrs of VANGUARD INFO TECH ETF (VGT) 200860 200860 694 Shrs of VANGUARD SM CAP GROWTH ETF (VBK) 167788 167788 60.173 Shrs of 3I GROUP PLC UNSPONS ADR (TGOPY) 929 929 15.716 Shrs of ACCENTURE PLC IRELAND CL A (ACN) 5515 5515 96.636 Shrs of AIA GROUP LTD SPON ADR (AAGIY) 3369 3369 85.509 Shrs of AIRBUS SE UNSPONSORED ADR (EADSY) 3301 3301 59.234 Shrs of ALCON INC (ALC) 4627 4627 58 Shrs of AMADEUS IT GROUP S.A ADR (AMADY) 4157 4157 6.541 Shrs of ARGENX SE ADR (ARGX) 2488 2488 9.977 Shrs of ASML HOLDING NV NY REG NEW (ASML) 7552 7552 70.308 Shrs of ASTRAZENECA PLC ADR (AZN) 4735 4735 215 Shrs of ATLAS COPCO AS A ADR A NEW (ATLKY) 3703 3703 144 Shrs of BRAMBLES LTD SPONSORED ADR (BXBLY) 2673 2673 70 Shrs of CANADIAN PACIFIC KANSAS CITY (CP) 5534 5534 82.332 Shrs of COMPASS GROUP PLC SPD ADR (CMPGY) 2252 2252 108 Shrs of COMPUTERSHARE LTD SPN ADR (CMSQY) 1797 1797 66.91 Shrs of CRH PLC (CRH) 4628 4628 142 Shrs of DAIICHI SANKYO CO LTD SPON ADR (DSNKY) 3900 3900 235 Shrs of DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 4841 4841 254 Shrs of DEUTSCHE TELEKOM AG ADR (DTEGY) 6103 6103 25.375 Shrs of DIAGEO PLC SPON ADR NEW (DEO) 3696 3696 16.717 Shrs of EDENRED S A ADR (EDNMY) 500 500 106 Shrs of EDP ENERGIAS DE PORTGUAL SA (EDPFY) 5334 5334 38.706 Shrs of ESSILORLUXOTTICA ADR (ESLOY) 3882 3882 39.774 Shrs of GIVAUDAN SA ADR (GVDNY) 3293 3293 491 Shrs of HALEON PLC ADR (HLN) 4041 4041 63.728 Shrs of HONG KONG EXCHANGES & CLEARING (HKXCY) 2187 2187 26.475 Shrs of HOYA CORP SPONS ADR (HOCPY) 3310 3310 43.479 Shrs of IBERDROLA SA SPON ADR (IBDRY) 2280 2280 319 Shrs of INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 6947 6947 167 Shrs of INTESA SANPAOLO S.P.A. ADR (ISNPY) 2926 2926 49.939 Shrs of KERING S A ADR NEW (PPRUY) 2201 2201 48 Shrs of L OREAL CO ADR (LRLCY) 4779 4779 149 Shrs of LEGRAND SA (LGRDY) 3098 3098 13 Shrs of LINDE PLC (LIN) 5339 5339 290 Shrs of LONDON STK EXCHANGE GROUP ADR (LNSTY) 8571 8571 46.366 Shrs of LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 7515 7515 69 Shrs of MONOTARO CO LTD ADR (MONOY) 753 753 72.505 Shrs of NESTLE SPON ADR REP REG SHR (NSRGY) 8400 8400 10.589 Shrs of NICE LTD ADR (NICE) 2113 2113 54.54 Shrs of NOMURA RESH INST LTD ADR (NRILY) 1587 1587 107 Shrs of NOVO NORDISK A/S ADR (NVO) 11069 11069 298 Shrs of OLYMPUS CORP ADR (OLYMY) 4313 4313 114 Shrs of RELX PLC SPONSORED ADR (RELX) 4521 4521 127 Shrs of RENTOKIL INITIAL PLC ADR (RTO) 3633 3633 117 Shrs of SAFRAN SA (SAFRY) 5152 5152 52.095 Shrs of SANDVIK AB SPONS ADR (SDVKY) 1127 1127 44.585 Shrs of SAP AG (SAP) 6892 6892 69 Shrs of SHISEIDO LTD SPON ADR (SSDOY) 2081 2081 34.307 Shrs of SHOPIFY INC (SHOP) 2673 2673 123 Shrs of SMC CORP JAPAN SPONSORED ADR (SMCAY) 3305 3305 66 Shrs of SONY GROUP CORPORATION ADR (SONY) 6250 6250 153 Shrs of STRAUMANN HLDG AG ADR (SAUHY) 2465 2465 121 Shrs of SUNCOR ENERGY INC (SU) 3877 3877 26 Shrs of THOMSON REUTERS CORP (TRI) 3802 3802 79.335 Shrs of TOKYO ELECTRON LTD UNSPON ADR (TOELY) 7106 7106 1246976 1246976 30822 30822 201961 Shrs of MSILF GOVERNMENT PTF INST (MVRXX) FMV 201961 201961 100000 Shrs of MSILF GOVERNMENT PTF INST (MVRXX) FMV 100000 100000 Insurance 2477 0 1861 Accrued Interest 0 638 0 Miscellaneous Expenses 140 0 140 Unrealized Gain on Investments 650192 Investment Management Fees 21234 23156 0 Consulting Fee 15101 12081 3020 Foreign Taxes 0 1063 0 Excise Taxes 1750 0 0