2025-05-27T07:45:59-05:00 2024-12-31 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990PF 2024-01-01 461742077 CHRISTINA HEROY FOUNDATION CHRI 8022911167 CO GAIL HOLMES 521 WAKE ROBIN DR SHELBURNE VT 05482 GAIL W HOLMES TRUSTEE 8022911167 2025-05-22 1 0 CONNIE FELLION P01875413 8026581808 2025-05-22 2024 2025-03-06 01:10:19Z X 1078471 X X 37219 37219 -24994 304904 0 1262 0 13487 37219 0 0 0 2000 1000 1000 6284 6284 0 2653 602 0 10937 7886 1000 61700 61700 72637 7886 62700 -59150 29333 6557 25223 25223 138624 48735 48735 230330 190236 170743 591716 602438 649225 157241 188937 184545 1124468 1055569 1078471 0 0 X 0 0 0 0 1124468 1055569 1124468 1055569 1124468 1055569 1124468 -59150 0 1065318 9749 1055569 PUBLICLY TRADED SECURITIES 304579 329898 -25319 -25319 CAPITAL GAINS DIVIDENDS P 325 325 325 -24994 408 0 408 0 408 1672 0 0 0 1672 0 1264 1264 0 0 0 0 0 0 0 0 0 0 0 0 1 VT 1 0 0 0 0 1 N/A GAIL W HOLMES 8022911167 C/O GAIL HOLMES 521 WAKE ROBIN DR SHELBURNE VT 05482 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GAIL W HOLMES 521 WAKE ROBIN DR SHELBURNE VT 05482 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1081592 12648 0 1094240 0 0 1094240 16414 1077826 53891 53891 408 408 53483 0 53483 0 53483 62700 0 62700 53483 0 0 4992 2527 1082 4476 13077 62700 0 0 0 53483 9217 0 0 22294 0 0 0 0 0 0 4992 17302 2527 1082 4476 9217 X 350 VT 179 SOUTH WINOOSKI AVENUE BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 5000 AGE WELL 875 ROOSEVELT HIGHWAY 210 COLCHESTER VT 05446 N/A PC OPERATING SUPPORT 500 AMERICAN CIVIL LIBERTIES UNION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 N/A PC OPERATING SUPPORT 1000 BURLINGTON DISMAS HOUSE 96 BUELL STREET BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 4000 CHAMPLAIN HOUSING TRUST 88 KING ST BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 5000 COMMON CAUSE EDUCATION FUND 805 15TH STREET NORTHWEST 800 WASHINGTON DC 20005 N/A PC OPERATING SUPPORT 2000 COMMON ROOTS PO BOX 9335 SOUTH BURLINGTON VT 05407 N/A PC OPERATING SUPPORT 2000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PC OPERATING SUPPORT 2000 ISLAND INSTITUTE 386 MAIN ST 3345 ROCKLAND ME 04841 N/A PC OPERATING SUPPORT 1000 ISLE AU HAUT SCHOOL MAIN ST ISLE AU HAUT ME 04645 N/A GOV OPERATING SUPPORT 500 LAKE CHAMPLAIN LAND TRUST 1 MAIN STREET 205 BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 1000 MIGRANT JUSTICE 79 SOUTH WINOOSKI AVENUE 202 BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 4000 PBS 825 EIGHTH AVENUE NEW YORK NY 10019 N/A PC OPERATING SUPPORT 200 PITTSFORD VILLAGE FARM 42 ELM STREET PITTSFORD VT 05763 N/A PC OPERATING SUPPORT 5000 PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND 784 HERCULES DRIVE SUITE 110 COLCHESTER VT 05446 N/A PC OPERATING SUPPORT 10000 RURAL VERMONT 46 EAST STATE STREET MONTPELIER VT 05602 N/A PC OPERATING SUPPORT 3000 SHELBURNE FARMS 1611 HARBOR ROAD SHELBURNE VT 05482 N/A PC OPERATING SUPPORT 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVE MONTGOMERY AL 36104 N/A PC OPERATING SUPPORT 1000 SPECTRUM 31 ELMWOOD AVENUE BURLINGTON VT 05401 N/A PC OPERATING SUPPORT 500 STERLING COLLEGE 16 STERLING DR CRAFTSBURY COMMON VT 05827 N/A PC OPERATING SUPPORT 1000 TRUTHOUT PO BOX 276414 SACRAMENTO CA 95827 N/A PC OPERATING SUPPORT 1000 UNICEF USA 125 MAIDEN LANE NEW YORK NY 10038 N/A PC OPERATING SUPPORT 1000 VERMONT PUBLIC INTEREST RESEARCH & EDUCATION FOUNDATION 141 MAIN STREET 6 MONTPELIER VT 05602 N/A PC OPERATING SUPPORT 5000 WAKE ROBIN STAFF FUND 200 WAKE ROBIN DRIVE SHELBURNE VT 05482 N/A PC OPERATING SUPPORT 1000 61700 0 14 37219 18 -24994 NONDIVIDEND DISTRIBUTIONS 14 1262 0 13487 0 13487 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2000 1000 1000 25,000 CALVERT IMPACT 5.0% 25000 24518 50,000 CAPITAL IMPACT 5.7% 50000 49840 40,000 CAPITAL IMPACT 5.5% 40000 39836 25,000 NATURE CONSERVANCY 1.6% 23937 20632 50,000 LOCAL INITIATIVES SUPPORT 2.6% 50000 49719 400SH - STAG INDUSTRIAL INC. 11772 13528 86SH - HENRY JACK & ASSOC INC 15278 15076 275SH - UNILEVER PLC 11877 15593 110SH - AGCO CORP 12222 10283 58SH - VEEVA SYS INC 12760 12195 18SH - ASML HLDG INC 12890 12475 100SH - AMERICAN WATER WORKS 13075 12449 500SH - ORGANON & COMPANY 13344 7460 85SH - CHECK POINT SOFTWARE 13450 15870 540SH - BEIERSDORF 13973 13727 295SH - CISCO SYS INC 14420 17464 791SH - HEALTHPEAK PROPERTIES INC. 15243 16034 225SH - MCCORMICK & CO INC 16999 17154 145SH - NVIDIA CORP 17225 19472 108SH - BROADCOM 17590 25039 1,300SH - TAKEDA PHARMACEUTICAL CO. 18528 17212 615SH - SMITH & NEPHEW PLC 20449 15117 105SH - APPLE INC 20942 26294 335SH - SJW GROUP 21092 16489 560SH - GSK PLC 21474 18939 1,600SH - VODAFONE GROUP PLC 21836 13584 1,180SH - TELUS CORPORATION 22858 16001 1,000SH - FEDERAL AGRICULTURE MORTGAGE CORP. 26109 20830 7SH - NETFLIX INC 6058 6239 65SH - ROSS STORES 9927 9833 55SH - SALESFORCE INC 13396 18388 55SH - FERGUSON ENTERPRISES 11527 9546 120SH - ARISTA NETWORKS INC 10687 13264 14SH - SERVICENOW INC 11951 14842 600SH - SHIMANO INC. 9989 8028 55SH - FIRST SOLAR 2381 9693 125SH - SPROUTS FARMERS MARKET 2627 15884 150SH - HOLOGIC INC. 10659 10814 20SH - AUTOMATIC DATA PROCESSING 5033 5855 15SH - HUBBELL INC 5888 6283 1,400SH - NOKIA OYJ 5907 6202 350SH - AMALGAMATED FINANCIAL CORP 4893 11715 400SH - HANNON ARMSTRONG 6903 10732 45SH - UNITED PARCEL SVC INC 6903 5675 50SH - WABTEC 7091 9480 275SH - TOTO LTD 7763 6449 375SH - KONINKLIJKE 7920 12221 400SH - AMERESCO INC 8158 9392 275SH - CAMDEN NATIONAL CORP 8291 11754 200SH - NOVONESIS 8590 11308 185SH - CHIPOTLE MEXICAN GRILL 9866 11156 200SH - VITAL FARMS INC 6164 7538 100SH - QUEST DIAGNOSTICS INC. 9364 15086 30SH - LULULEMON ATHLETICA INC 9554 11472 55SH - IBM CORP 9542 12091 190236 170743 0 0 BASIS ADJUSTMENT OF INVESTMENTS 9749 NONDIVIDEND DISTRIBUTIONS 1262 1262 INVESTMENT MANAGEMENT FEES 6284 6284 0 ADR FEES 602 602 0 FOREIGN TAX 1051 0 0 EXCISE TAX 1000 0 0