2025-01-24T13:53:07-05:00 2024-11-30 030322133 MARCKRES NORDER AND COMPANY INC PO BOX 732 MORRISVILLE VT 05661 990PF 2023-12-01 136075171 JAMES E ROBISON FOUNDATION C/O MARCKRES NORDER & CO INC JAME 8028887781 PO BOX 732 MORRISVILLE VT 05661 MOLLY DAVIES PRESIDENT 8028887781 2025-01-24 true true JULIE A MARCKRES CPA P00295705 8028887781 2025-01-24 2023 2025-03-06 01:10:19Z X 2959469 X X 19443 19443 55223 55223 147541 329173 147541 222207 222207 6800 2000 17423 17423 4716 172 172 29111 19595 0 149000 149000 178111 19595 149000 44096 202612 12582 16023 16023 362847 183296 183296 200422 502683 501654 624810 582896 2100540 201616 161475 157956 1402277 1446373 2959469 0 X 1402277 1446373 1402277 1446373 1402277 1446373 1402277 44096 1446373 1446373 U.S. TREASURY NOTE P 2024-09-30 100000 99750 250 250 ALPHABET INC SHS CL C P 2024-06-14 17786 1293 16493 16493 JPMORGAN CHASE & CO P 2024-06-14 38463 8101 30362 30362 MICROSOFT CORP P 2024-06-14 22052 1199 20853 20853 WASTE MANAGEMENT INC P 2024-06-14 20093 3501 16592 16592 STATE STREET CORP CLD P 2024-03-15 37500 40141 -2641 -2641 ALPHABET INC SHS CL C P 2023-12-18 26221 2585 23636 23636 MICROSOFT CORP P 2023-12-18 36442 2404 34038 34038 STATE STREET CORP CLD P 2023-12-18 15670 8452 7218 7218 TRUIST FINL CORP P 2023-12-18 14946 14206 740 740 147541 2816 2816 2816 4279 4279 1463 1463 false false false false false false false true true DE true false false false false true N/A JULIE A MARCKRES CPA 8028887781 PO BOX 732 MORRISVILLE VT 05661 false false false false false false false false false false false false false false false false false false false false MOLLY DAVIES 976 SHAW HILL ROAD STOWE VT 05672 PRESIDENT 1.00 0 0 0 ANNABEL DAVIES MOYNIHAN 1553 GREGG HILL ROAD WATERBURY VT 05677 VICE PRESIDE 1.00 0 0 0 JULIE MARCKRES PO BOX 732 MORRISIVLLE VT 05661 SECRETARY/TR 1.00 0 0 0 APRIL DAVIES TAYLOR 759 SHAW HILL ROAD STOWE VT 05672 ASSISTANT SE 1.00 0 0 0 NONE NONE N/A 2673793 115471 0 2789264 2789264 41839 2747425 137371 137371 2816 2816 134555 134555 134555 149000 149000 134555 15275 18633 14098 16320 64326 149000 134555 14445 78771 0 15275 63496 18633 14098 16320 14445 X ABBOTT HOUSE 100 NORTH BROADWAY IRVINGTONONHUDSON NY 10533 PC SUPPORT DISABLED INDIVIDUALS 8000 BARRE OPERA HOUSE CITY HALL 6 N MAIN ST BARRE VT 05641 PC SUPPORT OF THE ARTS 1000 BLACK MOUNTAIN COLLEGE MUSEUM & ARTS CENTER PO BOX 18912 ASHEVILLE NC 28814 EDUCATE PUBLIC ARTS AT BLACK MTN COL 3000 CAPSTONE COMMUNITY ACTION INC 20 GABLE PLACE BARRE VT 056414138 PC SUPPORT LOCAL ORGANIZATIONS 2000 CLARINA HOWARD NICHOLS CTR INC PO BOX 517 MORRISVILLE VT 05661 PC DOMESTIC ABUSE SURVIVOR SUPPORT SERV 1000 CLEMMONS FAMILY FARM INC 2213 GREENBUSH ROAD CHARLOTTE VT 05445 PC SUPPORT OF THE ARTS 500 COPLEY HOSPITAL 528 WASHINGTON HIGHWAY MORRISVILLE VT 05661 PC HOSPITAL 2000 DANSPACE 131 EAST 10TH STREET NEW YORK NY 10003 PC SUPPORT OF THE ARTS 6000 EDUCATORS OF ELEUTHERA 111 NORTH STREET AMBLER PA 19002 PC EDUCATION 2500 EPILEPSY FOUNDATION NEW ENGLAND 650 SUFFOLK STREET 405 LOWELL MA 01854 PC SUPPORT PEOPLE LIVING WITH EPILEPSY 500 FLYNN THEATRE 153 MAIN STREET BURLINGTON VT 05401 PC SUPPORT OF THE ARTS 2000 FRACTURED ATLAS INC 451 WEAVER HOLLOW ROAD MARGARETVILLE NY 12455 PC SUPPORT OF THE ARTS 1000 FRIENDS OF STOWE FREE LIBRARY PO BOX 1029 STOWE VT 05672 PC SUPPORT LOCAL ORGANIZATION 800 FRIENDS OF WATERBURY LIBRARY PO BOX 384 WATERBURY VT 05676 PC SUPPORT LOCAL ORGANIZATION 500 GIBNEY DANCE 890 BROADWAY FIFTH FLOOR NEW YORK NY 10003 PC SUPPORT OF THE ARTS 2000 GREEN MOUNTAIN YOUTH SYMPHONY INC PO BOX 384 MONTPELIER VT 056020384 PC SUPPORT YOUTH 1000 HALEAKELA INC 512 W 19TH ST NEW YORK NY 10011 PC SUPPORT OF THE ARTS 17000 HARVESTWORKS 596 BROADWAY NEW YORK NY 10012 PC SUPPORT OF THE ARTS 1500 LA MAMA EXPERIMENTAL THEATRE CLUB 74A EAST 4TH ST NEW YORK NY 10003 PC SUPPORT OF THE ARTS 1000 LAKE CHAMPLAIN CHMB MUSIC (TURN) 20 WINOOSKI FALLS WAY SUITE 7 WINOOSKI VT 05404 PC SUPPORT OF THE ARTS 2000 LAMOILLE COMMUNITY FOOD SHARE INC PO BOX 173 MORRISVILLE VT 05661 PC SUPPORT FIGHT AGAINST LOCAL HUNGER 500 LAMOILLE COMMUNITY HOUSE INC PO BOX 537 HYDE PARK VT 05655 PC SUPPORT SERVICES FOR HOMELESSNESS 1000 LOTUS MUSIC AND DANCE 336 WEST 37TH STREET NEW YORK NY 10018 PC SUPPORT OF THE ARTS 1000 LUND FAMILY CENTER INC PO BOX 4009 BURLINGTON VT 054064009 PC SUPPORT FAMILIES WITH CHILDREN 1000 MEALS ON WHEELS OF LAMOILLE COUNTY PO BOX 1427 MORRISVILLE VT 05661 PC SUPPORT FIGHT AGAINST LOCAL HUNGER 1000 MIGRANT JUSTICE INC 294 N WINOOSKI AVE STE 130 BURLINGTON VT 05401 PC TO SUPPORT MIGRANTS 800 MOVEMENT RESEARCH 55 AVENUE C NEW YORK NY 10009 PC SUPPORT OF THE ARTS 5000 NEW ENGLAND FOUNDATION FOR THE ART 1000 WASHINGTON STREET SECOND FLOOR BOSTON MA 02118 PC SUPPORT OF THE ARTS 3000 NEW YORK LIVE ARTS 219 W 19TH ST NEW YORK NY 10011 PC SUPPORT OF THE ARTS 2000 NORTH CENTRAL MISSOURI COLLEGE FOUN 1301 MAIN STREET TRENTON MO 64683 PC SUPPORT EDUCATION 5000 NORTHEAST ORGANIC FARMING ASSOC PO BOX 697 RICHMOND VT 05477 PC SUPPORT AGRICULTURE 500 OTHER MINDS 333 VALENCIA STREET 303 SAN FRANCISCO CA 94103 PC SUPPORT OF THE ARTS 2500 PLANNED PARENTHOOD VERMONT 128 LAKESIDE AVE 301 BURLINGTON VT 05401 PC SUPPORT HEALTHCARE FOR WOMEN 1500 PUBLICOLOR INC 149 MADISON AVE NEW YORK NY 10016 PC SUPPORT EDUCATION 1000 RIVER ARTS PO BOX 829 MORRISVILLE VT 05661 PC SUPPORT OF THE ARTS 5000 RURAL ARTS COLLABORATIVE INC PO BOX 300 GREENSBORO VT 05841 PC SUPPORT LOCAL ARTS 500 RURAL VERMONT 46 EAST STREET ST MONTPELIER VT 05602 PC SUPPORT AGRICULTURE 800 STOWE LAND TRUST PO BOX 284 STOWE VT 056720284 PC SUPPORT AGRICULTURE 2000 STOWE VOLUNTEER FIREFIGHTERS INC PO BOX 1132 STOWE VT 05672 PC TO SUPPORT LOCAL FIREFIGHTERS 1000 STREB LAB FOR ACTION 51 NORTH 1ST ST BROOKLYN NY 11249 PC SUPPORT OF THE ARTS 10000 THE CURRENT INC PO BOX 411 STOWE VT 05672 PC SUPPORT OF THE ARTS 12000 THE HOUSE FOUNDATION 260 WEST BROADWAY NEW YORK NY 10013 PC SUPPORT OF THE ARTS 7000 THE WOOSTER GROUP PO BOX 654 CANAL ST NEW YORK NY 10013 PC SUPPORT OF THE ARTS 5000 THIN MAN DANCE 140 SECOND AVE NEW YORK NY 10003 PC SUPPORT OF THE ARTS 6000 TRISHA BROWN COMPANY INC 315 W 39TH STREET SUITE 908 NEW YORK NY 10018 PC SUPPORT THE ARTS OF TRISHA BROWN 5000 TURNMUSIC CORPORATION 228 MANSION HOLLOW ROAD WATERBURY CENTER VT 05677 PC SUPPORT THE ARTS 2500 UVM FOUNDATION 23 MANSFIELD AVE BURLINGTON VT 05401 PC SUPPORT SUSTAINABLE AGRICULTURE/ 4H 2000 VERMONT ADAPTIVE SKI & SPORTS PO BOX 139 PICO MT KILLINGTON VT 05751 PC SUPPORT LOCAL ORGANIZATIONS 800 VERMONT FOLKLIFE CENTER 88 MAIN STREET MIDDLEBURY VT 05753 PC SUPPORT OF THE ARTS 1500 VERMONT FOOD BANK 33 PARKER ROAD BARRE VT 05641 PC SUPPORT FIGHT AGAINST HUNGER 1000 VERMONT PUBLIC CO 365 TROY AVENUE COLCHESTER VT 05446 PC SUPPORT LOCAL ORGANIZATIONS 1000 VERMONT STUDIO CENTER PO BOX 613 JOHNSON VT 05656 PC SUPPORT OF THE ARTS 1500 VT WORKS FOR WOMEN INC 32A MALLETTS BAY AVE WINOOSKI VT 05404 PC SUPPORT OF WOMEN IN WORKPLACE 1000 VT YOUTH CONSERVATION CORP 1929 EAST MAIN ST RICHMOND VT 05477 PC SUPPORT VT YOUTH 800 VT YOUTH ORCHESTRA 223 ETHAN ALLEN AVE COLCHESTER VT 05446 PC SUPPORT OF THE ARTS 1000 WATERBURY CENTER FIRE DEPARTMENT 28 NORTH MAIN STREET SUITE 1 WATERBURY VT 05676 PC SUPPORT LOCAL ORGANIZATONS 500 149000 14 19443 14 55223 18 147541 222207 222207 false false false false false false false false false false ACCOUNTING FEES 6800 2000 STATE STR CORP DEP SHS COLUMBIA ULTRA SHORT TERM BOND FUND 81540 83340 PGIM SHORT TERM CORPORATE BOND FD CL 79935 74616 ABBOTT LABS 27395 82664 ADVANCD MICRO D INC 9130 68587 ALPHABET INC CL A 6501 84475 ALPHABET INC CL C 2585 34098 BAXTER INTL INC 12762 16855 CHEVRON CORP 32959 64772 CHUBB LTD 29402 115492 CISCO SYS INC 30875 76973 COHEN & STEERS INSTITUTIONAL SHS 24038 26375 CORNING INC 31313 87606 CVS HEALTH GROUP 18525 20947 ENBRIDGE INC 28942 55483 HONEYWELL INTL INC 14071 81526 JP MORGAN CHASE & CO 24261 174804 LOWES COS INC 8636 108972 MICROSOFT CORP 10793 190557 MONDELEZ INTL INC 15113 38970 ORACLE CORP 36125 166356 PAYPAL HOLDINGS INC 11627 26031 PEPSICO INC 38736 98070 PFIZER INC 27947 39315 PROCTOR & GAMBLE CO 12220 35852 ROCHE HLDG LTD 16703 18120 STATE STREET CORP 11564 29553 SUNCOR ENERGY INC 21170 23688 TARGET CORP 18495 52924 TRUIST FINL CORP US BANCORP DEL 22432 53290 WASTE MGMT INC DEL 17077 114110 XYLEM 21499 114075 502683 501654 EXPENSES MISCELLANEOUS 172 172 BANK FEES 16380 16380 REGISTRATION FEES 1043 1043 FEDERAL TAX 4716