2024-12-06T13:19:16-06:00 2024-08-31 030210880 AM PEISCH & COMPANY LLP 401 WATER TOWER CIRCLE STE 302 COLCHESTER VT 054461914 990PF 2023-09-01 036016628 COMMUNITY BANK NA FOUNDATION OF NEW ENGLAND INC COMM 8028651627 28 COTTONWOOD DRIVE WILLISTON VT 05495 ERIN POND TREASURER 8028651627 2024-11-10 1 0 TODD J BURGESS CPA P00178928 8026547255 2023 2024-10-15 13:58:12Z X 1908293 X X 12253 12253 41734 41734 79739 520626 79739 133726 133726 0 0 0 2950 1475 1475 11030 11030 0 360 0 0 -31 0 0 14309 12505 1475 94750 94750 109059 12505 96225 24667 121221 36080 100261 100261 320007 318380 317416 887594 978136 1201378 429068 300639 289238 1672749 1697416 1908293 0 0 X 1672749 1697416 0 0 0 0 1672749 1697416 1672749 1697416 1672749 24667 0 1697416 0 1697416 PUBLICLY TRADED SECURITIES 504887 440887 64000 64000 CAPITAL GAINS DIVIDENDS P 15739 15739 15739 79739 1685 0 1685 0 1685 1000 0 0 0 1000 0 685 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 0 0 0 0 1 N/A ERIN POND 8028651627 28 COTTONWOOD DRIVE WILLISTON VT 05495 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 MARTHA DAVIS 28 COTTONWOOD DRIVE WILLISTON VT 05495 PRESIDENT & TRUSTEE 2.00 0 0 0 KELLY KIMBALL 28 COTTONWOOD DRIVE WILLISTON VT 05495 VICE PRESIDENT & TRUSTEE 2.00 0 0 0 COLLEEN PAGE 28 COTTONWOOD DRIVE WILLISTON VT 05495 SECRETARY & TRUSTEE 1.00 0 0 0 ERIN POND 28 COTTONWOOD DRIVE WILLISTON VT 05495 TREASURER & TRUSTEE 2.00 0 0 0 JONATHAN RODDY 28 COTTONWOOD DRIVE WILLISTON VT 05495 TRUSTEE 1.00 0 0 0 ANITA BOURGEOIS 28 COTTONWOOD DRIVE WILLISTON VT 05495 TRUSTEE 1.00 0 0 0 GEORGE ARASKIEWICZ 28 COTTONWOOD DRIVE WILLISTON VT 05495 TRUSTEE 1.00 0 0 0 GILBERT NIEVES 28 COTTONWOOD DRIVE WILLISTON VT 05495 TRUSTEE 1.00 0 0 0 ERIKA BALDASARO 28 COTTONWOOD DRIVE WILLISTON VT 05495 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 COMMUNITY BANK N.A. OF NEW ENGLAND FOUNDATION, INC. PROVIDES GRANTS TO IRC SECTION 501(C)(3) ORGANIZATIONS FOR ACCOMPLISHMENT OF VARIOUS CHARITABLE PURPOSES. 0 NONE 0 0 1729231 96890 0 1826121 0 0 1826121 27392 1798729 89936 89936 1685 1685 88251 0 88251 0 88251 96225 0 96225 88251 0 0 4772 8587 9402 22761 96225 0 0 0 88251 7974 0 0 30735 0 0 0 0 0 0 4772 25963 8587 9402 7974 ERIN POND COMMUNITY BANK NA 275 KENNEDY DRIVE SOUTH BURLINGTON VT 05403 8028651627 GRANT REQUESTS SHOULD BE SUBMITTED ON A SPONSORSHIP/DONATION APPLICATION FORM WHICH INCLUDES THE ORGANIZATION'S MISSION, CONFIRMATION OF 501(C)(3)STATUS, AND THE PROGRAM OR EVENT FOR WHICH FUNDING IS SOUGHT. A COMPLETED FORM W-9 MUST BE ATTACHED TO THE APPLICATION. APPLICATIONS MUST BE RECEIVED BY THE 1ST OF THE MONTH IN WHICH THE TRUSTEES ARE MEETING. GRANTS ARE LIMITED TO 501(C)(3) ORGANIZATIONS. ADDISON COUNTY COMMUNITY ACTION GROUP INC 282 BOARDMAN ST STE 1A MIDDLEBURY VT 05753 NOT RELATED PC OPERATIONS 350 AUNT DOT'S PLACE INC PO BOX 8216 ESSEX JUNCTION VT 05452 NOT RELATED PC OPERATIONS 500 BARN OPERA INC 1386 PEARL ST BRANDON VT 05733 NOT RELATED PC OPERATIONS 250 BEAVER BROOK CHILDREN'S SCHOOL INC PO BOX 1241 WILMINGTON VT 05363 NOT RELATED PC OPERATIONS 750 BIG BEAUTIFUL LIFE INC 6 CRAFTSBURY CT ESSEX VT 05452 NOT RELATED PC OPERATIONS 750 CASTLETON COMMUNITY SENIORS INC 2108 MAIN ST CASTLETON VT 05735 NOT RELATED PC OPERATIONS 250 CENTRAL VERMONT HABITAT FOR HUMANITY INC PO BOX 185 GREENSBORO VT 05841 NOT RELATED PC OPERATIONS 7500 CENTRAL VT HOME HEALTH AND HOSPICE 600 GRANGER RD BARRE VT 05641 NOT RELATED PC OPERATIONS 1500 CHAMPLAIN VALLEY OEO INC PO BOX 1603 BURLINGTON VT 05402 NOT RELATED PC OPERATIONS 750 CHARITABLE FUND OF THE ROTARY CLUB OF COLCHESTER-MILTON PO BOX 82 COLCHESTER VT 05446 NOT RELATED PC OPERATIONS 450 COLOR OUR WORLD PO BOX 643 BURLINGTON VT 05402 NOT RELATED PC OPERATIONS 750 COMMUNITY ACTION SERVICE TEAM INC 57 S MAIN ST STE 3 WATERBURY VT 05676 NOT RELATED PC OPERATIONS 750 COMPOSTING ASSOCIATION OF VERMONT INC PO BOX 463 HINESBURG VT 05461 NOT RELATED PC OPERATIONS 750 DRAGONHEART VERMONT 899 DORSET ST SOUTH BURLINGTON VT 05403 NOT RELATED PC OPERATIONS 35000 FAIR HAVEN CONCERNED INC 73 MAIN ST FAIR HAVEN VT 05743 NOT RELATED PC OPERATIONS 250 FIRST STEP PREGNANCY CENTER 20 WASHINGTON ST RUTLAND VT 05701 NOT RELATED PC OPERATIONS 750 FRANKLIN COUNTY SENIOR CENTER INC 75 MESSENGER ST ST ALBANS VT 05478 NOT RELATED PC OPERATIONS 750 GREATER BENNINGTON COMMUNITY SERVICES PO BOX 702 BENNINGTON VT 05201 NOT RELATED PC OPERATIONS 750 HELIX HUMAN SERVICES INC 44 SHERMAN ST SPRINGFIELD MA 01109 NOT RELATED PC OPERATIONS 500 HOMEWARD BOUND ADDISON HUMANE SOCIETY 236 BOARDMAN ST MIDDLEBURY VT 05753 NOT RELATED PC OPERATIONS 150 KIWANIS FOUNDATION INC PO BOX 204 ST JOHNSBURY VT 05819 NOT RELATED PC OPERATIONS 750 LAMOILLE FAMILY CENTER 480 CADYS FALLS RD MORRISVILLE VT 05661 NOT RELATED PC OPERATIONS 750 LITTLE RIVERS HEALTH CARE 437 S MAIN ST BRADFORD VT 05033 NOT RELATED PC CLINIC CAPITAL CAMPAIGN 7500 LUCAS JAMES WILLIAMS MEMORIAL YOUTH FUND LTD PO BOX 85 BAKERSFIELD VT 05441 NOT RELATED PC OPERATIONS 1500 MCINDOES FALLS ACADEMY 37 ACADEMY LN MCINDOE FALLS VT 05050 NOT RELATED PC OPERATIONS 1000 MICHAEL J DIAS FOUNDATION 398 EAST ST LUDLOW MA 01056 NOT RELATED PC OPERATIONS 2500 MOUNT MANSFIELD VILLAGES INC PO BOX 31 UNDERHILL CENTER VT 05490 NOT RELATED PC OPERATIONS 250 NORTHSHIRE CIVIC CENTER DBA RILEY RINK PO BOX 835 MANCHESTER CENTER VT 05255 NOT RELATED PC OPERATIONS 750 ORANGE EAST SENIOR CENTER 176 WAITS RIVER RD BRADFORD VT 05033 NOT RELATED PC OPERATIONS 750 OUTRIGHT VERMONT PO BOX 5235 BURLINGTON VT 05406 NOT RELATED PC OPERATIONS 1000 RUTLAND CITY RESCUE DBA THE OPEN DOOR 31 PARK ST RUTLAND VT 05701 NOT RELATED PC OPERATIONS 750 SHELBURNE LEADERS INC PO BOX 894 SHELBURNE VT 05482 NOT RELATED PC OPERATIONS 500 SLEEP IN HEAVENLY PEACE 1560 ELDRIDGE AVE TWIN FALLS ID 83301 NOT RELATED PC OPERATIONS 1000 SOUTH BURLINGTON ROTARY CHARITIES INC PO BOX 9376 SOUTH BURLINGTON VT 05407 NOT RELATED PC OPERATIONS 750 SPECIAL OLYMPICS OF VERMONT 16 GREGORY DR SUITE 2 SOUTH BURLINGTON VT 05403 NOT RELATED PC OPERATIONS 10000 SPRINGFIELD HUMANE SOCIETY INC 401 SKITCHEWAUG TRAIL SPRINGFIELD VT 05156 NOT RELATED PC OPERATIONS 750 THE JOSH PALLOTTA FUND INC PO BOX 542 COLCHESTER VT 05446 NOT RELATED PC OPERATIONS 2500 THE SCHOOLHOUSE LEARNING CENTER 8 CATKIN DR SOUTH BURLINGTON VT 05403 NOT RELATED PC OPERATIONS 300 THE VETERANS PLACE INC 220 VINE ST NORTHFIELD VT 05663 NOT RELATED PC OPERATIONS 750 THEATRE ADVENTURE INC PO BOX 2264 BRATTLEBORO VT 05303 NOT RELATED PC OPERATIONS 750 TINY SEED PROJECT INC 154 SILVER RD EAST HARDWICK VT 05836 NOT RELATED PC OPERATIONS 750 UNITY HEARTS FOUNDATION INCORPORATED 323 NAISMITH ST SPRINGFIELD MA 01104 NOT RELATED PC OPERATIONS 250 VERMONT WORKS FOR WOMEN 32A MALLETTS BAY AVE WINOOSKI VT 05404 NOT RELATED PC OPERATIONS 500 VETERANS OF FOREIGN WARS CLUB POST 2571 PO BOX 924 WHITE RIVER JUNCTION VT 05001 NOT RELATED PC OPERATIONS 750 WITH LOVE FROM VERMONT LTD 695 DEWEY RD SALISBURY VT 05769 NOT RELATED PC OPERATIONS 750 WOOD4GOODVT 14 BUTTERCUP LN JERICHO VT 05465 NOT RELATED PC OPERATIONS 2500 YOUNG AT HEART SENIOR CENTER INC 206 FURNACE ST POULTNEY VT 05764 NOT RELATED PC OPERATIONS 250 YWC VERMONT CAMP HOCHELAGA 34 HOCHELAGA RD SOUTH HERO VT 05486 NOT RELATED PC OPERATIONS 750 94750 0 14 12253 14 41734 18 79739 0 133726 0 133726 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2950 1475 1475 DODGE & COX INCOME FD 50507 45305 OSTERWEIS STRATEGIC INCOME 54880 54254 T. ROWE PRICE INSTL FLOATING RATE 45252 41505 VANGUARD HIGH YLD CORP ADM 50000 46520 VANGUARD LONG TERM TREASURY INDEX ADM 100000 101654 WISDOMTREE US HIGH DIVIDEND ETF 66115 74512 AMERICAN CENTURY EQUITY INC INTSL 100000 95927 AMERICAN FUNDS EUROPACIFIC GROWTH F2 100004 84646 CHAMPLAIN MIDCAP GROWTH 30000 30572 JPM HEDGED EQUITY FUND 42828 59799 LAZARD INSTL STRATEGIC EQUITY INSTL 23323 33913 T ROWE PRICE BLUD CHIP GR I 83440 108939 VANGUARD EQUITY INCOME ADMIRAL 150000 157792 VANGUARD GROWTH INDEX FD ADM 57372 136177 VANGUARD REIT INDEX FUND ADM 59641 65063 VANGUARD SMALL CAP INDEX ADM 94296 111286 VANGUARD TOTAL INTL STOCK INDEX FD ADM 51373 69995 VANGUARD VALUE INDEX FD ADM 119744 172757 268793 267953 49587 49463 OFFICE EXPENSE 219 0 0 UNDEPOSITED DONATION -250 0 0 FINANCIAL ADVISOR FEES 11030 11030 0 FEDERAL ESTIMATED TAX 360 0 0