2025-07-23T11:29:17-07:00 2025-06-30 030275888 Salvador and Babic PC PO Box 593 Barre VT 05641 990PF 2024-07-01 270667297 RONALD J YORK SCHOLARSHIP FUND RONA 8024792552 PO BOX 473 BARRE VT 056410473 ADRIAN A OTTERMAN TRUSTEE 8024792552 2025-07-14 true Dennis N Perrault CPA P01256595 8024768673 2025-07-16 2024 2025-03-06 01:10:19Z X 5876857 X X 8828 8828 169149 168149 104262 280638 104262 0 244214 526453 281239 34380 3600 30780 0 9342 8302 1040 0 4370 4370 0 265 178 87 48357 16450 31907 592700 348486 641057 16450 380393 -114604 264789 57321 95854 95854 0 0 38305 33117 32969 862994 801556 2263007 101056 99836 97178 0 2552622 2467331 3387849 0 0 0 0 3612298 3497694 5876857 0 0 0 0 0 X 3612298 3497694 3612298 3497694 3612298 3497694 3612298 -114604 3497694 3497694 RIVERSIDE CA 7.015% BOND P 2011-11-16 2024-10-01 5000 0 5120 -120 0 0 0 -120 EVERUS CONSTRUCTION GROUP P 2011-01-04 2024-11-08 13 0 7 6 0 0 0 6 BP PLC ADR P 2015-07-28 2025-02-24 15776 0 18037 -2261 0 0 0 -2261 SHELL PLC ADR P 2011-01-04 2025-02-24 26166 0 27287 -1121 0 0 0 -1121 INVESCO LTD P 2015-11-11 2025-02-24 6449 0 12604 -6155 0 0 0 -6155 SOLVENTUM CORP P 2011-01-04 2025-02-24 4582 0 3502 1080 0 0 0 1080 EUROPACIFIC GROWTH FUND P 2021-11-19 2025-02-24 58024 0 59881 -1857 0 0 0 -1857 FIRST TRUST FIXED INCOME ETF P 2023-06-15 2025-05-13 49729 0 49938 -209 0 0 0 -209 CAPITAL GAIN DISTRIBUTIONS P 2023-12-01 2024-12-15 94320 0 0 94320 0 0 0 94320 CAPITAL GAIN DISTRIBUTIONS P 2024-06-01 2025-06-15 20579 0 0 20579 0 0 0 20579 104262 3681 0 3681 0 3681 0 X 177 3858 0 false false false false false false false true true VT true false false false false true N/A ADRIAN A OTTERMAN ESQ 8024792552 PO BOX 473 BARRE VT 056410473 false false false false false false false false false false false false false false false false false false false false false ADRIAN A OTTERMAN ESQ PO BOX 473 BARRE VT 05641 TRUSTEE 2.50 34380 0 0 NONE 0 NONE 0 THE FUND PROVIDES SCHOLARSHIPS TO ASSIST SPAULDING HIGH SCHOOL GRADUATES WITH EDUCATION AT A 4 YEAR COLLEGE OR UNIVERSITY. PREFERENCE IS GIVEN TO THOSE SEEKING A BACHELORS DEGREE IN ENGINEERING, AVIATION OR THE SCIENCES. 480000 THE FUND PROVIDES SUPPORT FOR AN AVIATION / AERONAUTICS PROGRAM AT SPAULDING HIGH SCHOOL. THE PROGRAM IS INTEGRATED WITHIN THE HIGH SCHOOL CURRICULUM AND IS FULLY FINANCED BY THE SCHOLARSHIP FUND. 112700 5693584 147960 0 5841544 0 5841544 87623 5753921 287696 287696 3681 3681 284015 284015 284015 380393 380393 284015 0 0 0 0 43398 43398 380393 0 240617 139776 43398 43398 139776 0 0 0 0 0 139776 0 0 0 0 139776 NONE NONE ADRIAN A OTTERMAN TRUSTEE PO BOX 473 BARRE VT 05641 8024792552 SCHOLARSHIP APPLICATION FORM USED BY SPAULDING HIGH SCHOOL (BARRE, VT) AS REQUIRED BY SPAULDING HIGH SCHOOL SCHOLARSHIP COMMITTEE SCHOLARSHIPS TO 4 YEAR DEGREE PROGRAMS, PREFERABLY IN ENGINEERING, AVIATION OR SCIENCES UNIVERSITY OF ROCHESTER 500 JOSEPH C WILSON BLVD ROCHESTER NY 14627 501(c)(3) SCHOLARSHIP FUNDS 15000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 501(c)(3) SCHOLARSHIP FUNDS 15000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 501(c)(3) SCHOLARSHIP FUNDS 15000 UNVERSITY OF NEW HAMPSHIRE 105 MAIN STREET DURHAM NH 03824 501(c)(3) SCHOLARSHIP FUNDS 15000 SPAULDING HIGH SCHOOL 155 AYERS STREET BARRE VT 05641 501(c)(3) AVIATION/AERONAUTICSPROGRAM FUNDING 112700 172700 UNIVERSITY OF ROCHESTER 500 JOSEPH C WILSON BLVD ROCHESTER NY 14627 501(c)(3) SCHOLARSHIP FUNDS 105000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 501(c)(3) SCHOLARSHIP FUNDS 105000 NORWICH UNIVERSITY 158 HARMON DRIVE NORTHFIELD VT 05663 501(c)(3) SCHOLARSHIP FUNDS 105000 UNVERSITY OF NEW HAMPSHIRE 105 MAIN STREET DURHAM NH 03824 501(c)(3) SCHOLARSHIP FUNDS 105000 420000 14 8828 14 169149 18 104262 282239 282239 false false false false false false false false false false SALVADOR AND BABIC TAX PREPARATION 8302 8302 SALVADOR AND BABIC CONSULTATION 1040 1040 MARKETABLE SECURITIES 165739 176376 -10637 CAPITAL GAIN DISTRIBUTIONS 94320 0 94320 CAPITAL GAIN DISTRIBUTIONS 20579 0 20579 SEE ATTACHED SCHEDULE 99836 97178 SEE ATTACHED SCHEDULE 801556 2263007 33117 32969 SEE ATTACHED SCHEDULE 2467331 3387849 2023 FORM 2220 178 178 OFFICE EXPENSES 87 87 RECOVERIES OF PRIOR DISTRIBUTIONS 244214 FOREIGN TAXES PAID 1027 1027 FORM 990-PF EXCISE TAX 3343 3343