2023-06-12T15:56:52-05:00 2022-12-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990PF 2022-01-01 223030227 Vermont Foundation for Children & Families VERM 8024886906 208 Flynn Avenue Suite 3J Burlington VT 05401 Steven Maneely Treasurer 8024886906 2023-06-07 1 Steven Maneely 999009999 1 Melissa Magoon CPA P01712842 6036697337 2023-06-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 5920912 X X 89 89 117552 115772 204854 2520226 204860 322495 320721 0 0 0 3000 2400 600 38999 38986 1886 1072 2633 0 2760 11302 2760 45831 55321 5246 330000 330000 375831 55321 335246 -53336 265400 49756 53581 53581 487656 687289 687289 6315 4219 4219 761391 1770687 1770687 5053775 3333949 3333949 115064 71187 71187 485808 0 0 6959765 5920912 5920912 3000 5599 3000 5599 X 6956765 5915313 0 0 0 0 6956765 5915313 6959765 5920912 6956765 -53336 0 6903429 988116 5915313 Publicly Traded Securities 2520226 2315366 204860 204860 204860 3689 0 3689 0 3689 2360 0 2400 0 4760 0 1071 1071 0 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 George H Philibert 208 Flynn Avenue Burlington VT 05401 Chair 1.00 0 0 0 Penny Johnson 208 Flynn Avenue Burlington VT 05401 Treasurer 1.00 0 0 0 Ellie Beckett 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 Arline Duffy 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 Cyndee Sturtevant 208 Flynn Avenue Burlington VT 05401 Director 1.00 0 0 0 NONE 0 NONE 0 No Direct Charitable Activities 0 0 5366613 909075 0 6275688 0 0 6275688 94135 6181553 309078 309078 3689 3689 305389 0 305389 0 305389 335246 0 335246 305389 317747 0 0 335246 317747 0 0 17499 0 0 0 0 0 0 0 0 287890 0 0 0 X Howard Center Inc 208 Flynn Avenue Burlington VT 05401 PC Program Funding 330000 330000 0 14 89 14 117552 18 204854 0 322495 0 322495 0 0 0 0 0 0 0 0 0 0 Accounting Fees 3000 2400 600 Vermont Foundation for Children & Families is electing to apply current year excess qualifying distributions to prior years under Section 53.4942(a)-3. 15000 Shs METLIFE INC 14862 14862 20000 Shs WELLS FARGO & CO 19639 19639 14000 Shs CHEVRON CORP 13608 13608 25000 Shs WALT DISNEY CO/THE 23078 23078 1500 Shs INTACT FINL CORP CL A 25950 25950 2000 Shs SPDR S&P DIVIDEND (SDY) 250220 250220 2260 Shs VANGUARD FTSE DEVELOPED MKTS E (VEA) 94852 94852 4200 Shs VANGUARD FTSE EMERGING MARKETS (VWO) 163716 163716 720 Shs VANGUARD MID-CAP ETF INDEX (VO) 146743 146743 1310 Shs VANGUARD SMALL CAP ETF (VB) 240437 240437 2250 Shs ALPHABET INC CL A (GOOGL) 198518 198518 1000 Shs AMAZON COM INC (AMZN) 84000 84000 303 Shs AMGEN INC (AMGN) 77128 77128 1140 Shs APPLE INC (AAPL) 148120 148120 495 Shs BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 124948 124948 37 Shs BLACKROCK INC (BLK) 26219 26219 290 Shs CARRIER GLOBAL CORPORATION (CARR) 11963 11963 455 Shs CATERPILLAR INC (CAT) 101957 101957 1400 Shs CISCO SYS INC (CSCO) 66696 66696 56 Shs CROWN CASTLE INC (CCI) 7596 7596 98 Shs DEERE & CO (DE) 42018 42018 3200 Shs FORD MOTOR CO NEW (F) 37216 37216 326 Shs HOME DEPOT INC (HD) 102455 102455 300 Shs HONEYWELL INTL INC (HON) 64290 64290 1179 Shs INTEL CORP (INTC) 31161 31161 427 Shs JOHNSON & JOHNSON (JNJ) 74499 74499 200 Shs JPMORGAN CHASE & CO (JPM) 26820 26820 198 Shs LOCKHEED MARTIN CORP (LMT) 96918 96918 59 Shs LOWES COMPANIES INC (LOW) 11755 11755 100 Shs MASTERCARD INC CL A (MA) 34773 34773 100 Shs MICROSOFT CORP (MSFT) 23982 23982 145 Shs OTIS WORLDWIDE CORP (OTIS) 11355 11355 891 Shs PROCTER & GAMBLE (PG) 133276 133276 925 Shs QUALCOMM INC (QCOM) 101695 101695 290 Shs RAYTHEON TECHNOLOGIES CORP (RTX) 29267 29267 200 Shs TOTALENERGIES SE SPONSORED ADS (TTE) 12416 12416 415 Shs VANGUARD INFO TECH ETF (VGT) 132555 132555 694 Shs VANGUARD SM CAP GROWTH ETF (VBK) 139175 139175 297 Shs UNITEDHEALTH GP INC (UNH) 131080 131080 436 Shs VISA INC CL A (V) 89414 89414 300 Shs ZOETIS INC CLASS-A (ZTS) 43965 43965 10 Shs ACCENTURE PLC IRELAND CL A (ACN) 2668 2668 19 Shs ADIDAS AG (ADDYY) 1292 1292 167 Shs ADYEN N V UNSPONSRED ADR (ADYEY) 2296 2296 71 Shs BURBERRY GROUP PLC SPONS ADR (BURBY) 1734 1734 81 Shs CDN PACIFIC RY LTD NEW (CP) 6042 6042 81 Shs CELLNEX TELECOM SA UNS ADR (CLLNY) 1337 1337 189 Shs COMPASS GROUP PLC SPD ADR (CMPGY) 4359 4359 83 Shs COMPUTERSHARE LTD SPN ADR (CMSQY) 1475 1475 99 Shs CRH PLC ADR (CRH) 3939 3939 95 Shs DAIICHI SANKYO CO LTD SPON ADR (DSNKY) 3060 3060 167 Shs DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 2877 2877 254 Shs DEUTSCHE TELEKOM AG 1 ORD 1ADS (DTEGY) 5052 5052 29 Shs DIAGEO PLC SPON ADR NEW (DEO) 5168 5168 106 Shs EDP ENERGIAS DE PORTGUAL SA (EDPFY) 5267 5267 15 Shs ELASTIC N V (ESTC) 773 773 43 Shs ESSILORLUXOTTICA ADR (ESLOY) 3882 3882 34 Shs GIVAUDAN SA ADR (GVDNY) 2082 2082 422 Shs HALEON PLC ADR (HLN) 3376 3376 50 Shs HONG KONG EXCHANGES & CLEARING (HKXCY) 2160 2160 31 Shs HOYA CORP SPONS ADR (HOCPY) 2985 2985 65 Shs IBERDROLA SA SPON ADR (IBDRY) 3033 3033 22 Shs ICON PLC (ICLR) 4274 4274 263 Shs INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 3488 3488 245 Shs INTESA SANPAOLO S.P.A. ADR (ISNPY) 3260 3260 48 Shs L OREAL CO ADR (LRLCY) 3418 3418 228 Shs LEGRAND SA (LGRDY) 3641 3641 16 Shs LINDE PLC (LIN) 5219 5219 237 Shs LONDON STK EXCHANGE GROUP ADR (LNSTY) 5086 5086 47 Shs LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 6821 6821 69 Shs MONOTARO CO LTD ADR (MONOY) 971 971 74 Shs NESTLE SPON ADR REP REG SHR (NSRGY) 8569 8569 10 Shs NICE LTD ADR (NICE) 1923 1923 57 Shs NOVO NORDISK A/S ADR (NVO) 7714 7714 206 Shs OLYMPUS CORPORATION SPONS ADR (OCPNY) 3672 3672 549 Shs RECRUIT HOLDINGS CO. LTD. ADR (RCRUY) 3476 3476 112 Shs RELX PLC SPONSORED ADR (RELX) 3105 3105 127 Shs RENTOKIL INITIAL PLC ADR (RTO) 3913 3913 114 Shs ROCHE HOLDINGS ADR (RHHBY) 4463 4463 65 Shs SHISEIDO LTD SPON ADR (SSDOY) 3188 3188 7 Shs SOLAREDGE TECHNOLOGIES INC (SEDG) 1983 1983 51 Shs SONY GROUP CORPORATION ADR (SONY) 3890 3890 74 Shs STRAUMANN HLDG AG ADR (SAUHY) 845 845 103 Shs SUNCOR ENERGY INC (SU) 3268 3268 45 Shs TE CONNECTIVITY LTD NEW (TEL) 5166 5166 25 Shs TELEPERFORMANCE SA UNSP ADR (TLPFY) 2971 2971 32 Shs THOMSON REUTERS CORP (TRI) 3650 3650 145 Shs AIA GROUP LTD SPON ADR (AAGIY) 6450 6450 86 Shs AIRBUS SE UNSPONSORED ADR (EADSY) 2547 2547 47 Shs ALCON INC (ALC) 3222 3222 53 Shs AMADEUS IT GROUP S.A ADR (AMADY) 2746 2746 7 Shs ASML HOLDING NV NY REG NEW (ASML) 3825 3825 385 Shs ATLAS COPCO AS A ADR A NEW (ATLKY) 4548 4548 121 Shs BARRICK GOLD CORP (GOLD) 2079 2079 177 Shs BNP PARIBAS SP ADR REPSTG (BNPQY) 5030 5030 93 Shs BRAMBLES LTD SPONSORED ADR (BXBLY) 1523 1523 1710326 1710326 60361 60361 Unrealized Loss on Investments 988116 Insurance 2760 0 2760 Accrued Interest 0 11302 0 Investment Management Fees 24871 27685 0 Administrative 14128 11301 1886 Foreign Taxes 0 2633 0 Excise Taxes 1072 0 0