2024-05-13T11:22:44-05:00 2023-12-31 010494526 Baker Newman & Noyes PO Box 507 Portland ME 04112 990PF 2023-01-01 874152098 Passumpsic Bank Charitable Fund Inc PASS 8027483196 1242 Memorial Drive St Johnsbury VT 05819 Richard Lyon Director 8027483196 2024-05-13 1 Richard Lyon 999009999 0 Connor Smart P02285543 2078792100 2024-05-13 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 530852 X 99675 672 672 7290 7290 -13669 288883 0 93968 7962 0 0 0 1000 500 500 2176 2176 0 77 77 0 3253 2753 500 30000 30000 33253 2753 30500 60715 5209 1567 4222 4222 0 68623 68623 308213 436620 436620 94613 21387 21387 404393 530852 530852 0 0 X 0 0 0 0 404393 530852 404393 530852 404393 530852 404393 60715 146854 611962 81110 530852 Publicly Traded Securities P 288883 302552 -13669 -13669 -13669 72 0 72 0 72 0 0 0 0 0 0 72 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 0 0 0 0 1 N/A Richard Lyon 8027483196 1242 Memorial Drive St Johnsbury VT 05819 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Richard Lyon 1242 Memorial Drive St Johnsbury VT 05819 Director 1.00 0 0 0 Roena Whitehill 1242 Memorial Drive St Johnsbury VT 05819 Director 1.00 0 0 0 Daniel Kimbell 1242 Memorial Drive St Johnsbury VT 05819 Director 1.00 0 0 0 Bradley Gebbie 1242 Memorial Drive St Johnsbury VT 05819 Director (end July 2023) 1.00 0 0 0 Jeffrey Gilman 1242 Memorial Drive St Johnsbury VT 05819 Director 1.00 0 0 0 Elaine Bixby 1242 Memorial Drive St Johnsbury VT 05819 Director 1.00 0 0 0 Jim Kisch 1242 Memorial Drive St Johnsbury VT 05819 Director 1.00 0 0 0 NONE 0 NONE 0 0 426438 2114 0 428552 0 0 428552 6428 422124 21106 21106 72 72 21034 0 21034 0 21034 30500 0 30500 21034 0 0 14884 14884 30500 0 0 0 21034 9466 0 0 24350 0 0 0 0 0 0 0 24350 14884 9466 X Northeastern Vermont Regional Hospital 1315 Hospital Drive St Johnsbury VT 05819 N/A PC General Operating Support 25000 Northern Counties Health Care Inc 165 Sherman Drive St Johnsbury VT 05819 N/A PC General Operating Support 5000 30000 0 14 672 14 7290 18 -13669 0 -5707 0 -5707 0 0 0 0 0 0 0 0 0 0 X X 1 Passumpsic Bank 1242 Memorial Drive St Johnsbury VT 05819 99675 X 1 Publicly Traded Securities 99675 2023-12-27 Tax Preparation Fees 1000 500 500 899 shares SPDR SER TR Portfolio 21387 21387 55 shares Alphabet - Class A 7683 7683 701 shares Alphabet - Class C 98792 98792 17 shares Meta Platforms 6017 6017 68 shares Amazon.com 10332 10332 84 shares AutoNation Inc 12615 12615 3 shares Booking Holdings Inc 10642 10642 3 shares Chiplte Mexican Grill Inc 6861 6861 36 shares DR Horton Inc 5471 5471 31 shares Darden Restaurants Inc 5093 5093 18 shares Deckers Outdoor Corp 12032 12032 34 shares Lennar Corp 5067 5067 27 shares Tractor Supply Co 5806 5806 85 shares Coca-Cola 8044 8044 99 shares Monster Beverage Corp 5703 5703 43 shares Chevron Corp 6414 6414 55 shares Marathon Pete Corp 8160 8160 11 shares Berkshire Hathaway Inc 3923 3923 27 shares Visa Inc 7029 7029 89 shares Cardinal Health Inc 8971 8971 16 shares Cencora Inc 3286 3286 25 shares Intuitive Surgical Inc 8434 8434 12 shares McKesson Corp 5556 5556 23 shares Axon Enterprise Inc 5942 5942 21 shares Caterpillar Inc 6209 6209 256 shares Copart Inc 12544 12544 23 shares Cummins Inc 5510 5510 15 shares Deere & Co. 5998 5998 93 shares GE Aerospace 11870 11870 17 shares Parker-Hannifin Corp 7832 7832 26 shares Adobe Inc 15512 15512 28 shares Analog Devices Inc 5560 5560 241 shares Apple Inc 46400 46400 42 shares Arista Networks Inc 9891 9891 4 shares Broadway Inc 4465 4465 23 shares KLA Corp 13370 13370 29 shares Microsoft Corp 10905 10905 24 shares Salesforce Inc 6315 6315 70 shares Novo-Nordisk 7242 7242 26 shares Accenture PLC 9124 9124 68623 68623 0 0 Basis Adjustments on Donated Stock 81110 Unrealized Gain on Investments 146854 Investment Fees 2176 2176 0 Foreign Taxes 77 77 0