2024-06-20T15:10:05-04:00 2023-12-31 810769816 KAYEN & LIEPMANN PC PO BOX 1 NORWICH VT 050550001 990PF 2023-01-01 546520154 THE HELP FOR PEOPLE FOUNDATION C/O KAYEN & LIEPMANN PC HELP 8026491689 PO BOX 1 NORWICH VT 05055 TERESA LYONS TRUSTEE 8026491916 2024-05-13 TERESA LYONS 999009999 true SUZANNA K LIEPMANN P00166860 8026491689 2024-05-13 2023 2023-04-26 12:10:37Z X 7257258 X 249855 156 156 129481 129481 33714 752189 33714 413206 163351 3565 1782 1783 5618 5618 43041 43041 52224 50441 1783 390000 390000 442224 50441 391783 -29018 112910 701126 1143006 1143006 52534 125994 732080 5224361 4505137 5379845 3857 2327 2327 5981878 5776464 7257258 0 X 5981878 5776464 5981878 5776464 5981878 5776464 5981878 -29018 5952860 176396 5776464 62350.43 SH FIDELITY INFLAT-PROT BD D 2023-10-11 558660 615000 -56340 -56340 8864.535 SH VANGUARD INTER TERM TREA D 2023-10-11 85100 103475 -18375 -18375 33714 1569 1569 1569 4513 4513 2944 2944 false false false false false false false true true VT true false false false false true NONE TERESA LYONS 8026491689 255 TURNPIKE ROAD NORWICH VT 05055 false false false false false false false true 2021 true false false false false false false false false false false false false TERESA LYONS 255 TURNPIKE ROAD NORWICH VT 05055 TRUSTEE 1.00 0 0 0 JOHN LYONS 255 TURNPIKE ROAD NORWICH VT 05055 TRUSTEE 1.00 0 0 0 NONE NONE N/A 5581755 787804 0 6369559 6369559 95543 6274016 313701 313701 1569 1569 312132 312132 312132 391783 391783 312132 333607 2021 73693 391783 333607 58176 15517 15517 312132 TERESA LYONS JOHN LYONS X AMHERST WOMENS CLUB 35 TRIANGEL STREET AMHERST MA 01002 NONE PC COMMUNITY SUPPORT 5000 AVA GALLERY AND ART CENTER 11 BANK STREET LEBANON NH 03766 NONE PC ARTS EDUCATION 15000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FLOOR NEW YORK NY 10006 NONE PC HEALTH SERVICES 8000 GOOD NEIGHBOR HEALTH CLINIC 70 N MAIN STREET WHITE RIVER JCT VT 05001 NONE PC HEALTH SERVICES 15000 HARTFORD DISMAS HOUSE PO BOX 174 HARTFORD VT 05047 NONE PC SUPPORT FORMERLY INCARCERATED 10000 HONDURAS TOLUPAN ED FOUNDATION MAIN STREET NORWICH VT 05055 NONE PC SUPPORT OF RURAL LITERACY 10000 HOLYOKE ART INC 289 HIGH STREET HOLYOKE MA 01040 NONE PC ARTS EDUCATION 5000 LIGHTHOUSE HOLYOKE 208 RACE STREET HOLYOKE MA 01040 NONE PC SUPPORT OF EDUCATIONAL PROGRAMMING 14000 METANOIA OF VERMONT PO BOX 153 STRAFFORD VT 05072 NONE PC SUPPORT OF CHRISTIAN COMMUNITY 9000 MONTSHIRE MUSEUM 1 MONTSHIRE ROAD NORWICH VT 05055 NONE PC SCIENCE EDUCATION 10000 NATIVE AMERICAN HERITAGE FOUNDATION PO BOX 512 RAPID CITY SD 57709 NONE PC SUPPORT OF NATIVE AMERICAN FAMILIES 6000 NEW HAMPSHIRE PUBLIC RADIO 2 PILLSBURY STREET CONCORD NH 03301 NONE PC PUBLIC RADIO 5000 NORTHERN STAGE 77 GATES STREET WHITE RIVER JCT VT 05001 NONE PC THEATER ARTS 40000 NORWICH COMMUNITY NURSE PO BOX 852 NORWICH VT 05055 NONE PC HEALTH SERVICES 10000 NORWICH FIRE DEPARTMENT 11 FIREHOUSE LANE NORWICH VT 05055 NONE PC PUBLIC SAFETY 13000 NORWICH PUBLIC LIBRARY 368 MAIN STREET NORWICH VT 05055 NONE PC SUPPORT FOR COMMUNITY LIBRARY 9000 SAVE THE CHILDREN 501 KINGS HIGHWAY STE 400 FAIRFIELD CT 06825 NONE PC HUMANITARIAN AID 8000 SPARK COMMUNITY CENTER 59 HANOVER STREET LEBANON NH 03755 NONE PC SPECIAL NEEDS COMMUNITY SUPPORT 10000 SPECIAL NEEDS SUPPORT CENTER 129 S MAIN ST SUITE 103 WHITE RIVER JCT VT 05001 NONE PC SPECIAL NEEDS COMMUNITY SUPPORT 5000 ST FRANCIS OF ASSISI CHAPEL 75 BEAVER MEADOW ROAD NORWICH VT 05055 NONE PC CONGREGATIONAL SUPPORT 15000 ST JUDE HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC HUMANITARIAN AID 20000 THE ARC OF THE US 1825 K ST NW STE 1200 WASHINGTON DC 20006 NONE PC SUPPORT OF DISABILITY RIGHTS 8000 THE FAMILY PLACE 319 US ROUTE 5 S NORWICH VT 05055 NONE PC COMMUNITY SOCIAL SAFETY NET 10000 UPPER VALLEY HAVEN 713 HARTFORD AVENUE WHITE RIVER JCT VT 05001 NONE PC SUPPORT FOR HOMELESS 20000 THE SALIKENNI SCHOLARSHIP FUND 7772 WATERVIEW LANE CHESTERTOWN MD 21620 NONE PC EDUCATION 10000 UPPER VALLEY HUMANE SOCIETY 300 OLD ROUTE 10 ENFIELD NH 03748 NONE PC SUPPORT FOR ANIMAL WELFARE 10000 UPPER VALLEY TRAILS ALLIANCE PO BOX 1215 NORWICH VT 05055 NONE PC PRESERVATION OF TRAILS 5000 VALLEY INSIGHT MEDITATION SOCIETY PO BOX 634 LEBANON NH 03766 NONE PC PRACTICE AND STUDY OF BUDDIST MEDIT 10000 VT PUBLIC INTEREST RESEARCH ED FUND 141 MAIN STREET SUITE 6 MONTPELIER VT 05602 NONE PC INDEPENDENT RESEARCH AND EDUCATION 5000 VISITING NURSES VT AND NH PO BOX 831 BRATTLEBORO VT 05032 NONE PC HEALTH SERVICES 35000 WILLING HANDS 198 CHURCH STREET NORWICH VT 05055 NONE PC FOOD ACCESS 26000 WINTER CENTER FOR INDIGENOUS TRADIT 329 UPPER LOVELAND ROAD NORWICH VT 05055 NONE PC EDUCATION OF INDIGENOUS TRADITIONS 9000 390000 14 156 14 129481 18 33714 163351 163351 false false false false false false false false false false X X 1 JOHN AND TERESA LYONS 255 TURNPIKE ROAD NORWICH VT 05055 249855 X 1 111 SH APHABET INC 15842 2023-12-27 1 403 SH APPLE INC 78020 2023-12-27 1 115 SH GOLDMAN SACH GROUP INC 43775 2023-12-27 1 285 SH VISA INC 73652 2023-12-27 1 70 SH BERKSHIRE HATHAWAY INC 24953 2023-12-27 1 120 SH NESTLE 13613 2023-12-27 ACCOUNTING FEES 3565 1782 1783 THE HELP FOR PEOPLE FOUNDATION HEREBY ELECTS, UNDER IRC SECTION 4942(H)(2) AND REGULATIONS SECTION 53.4942(A)-3(D)(2) TO TREAT DISTRIBTUIONS OF 58,176 AS MADE OUT OF UNDISTRIBUTED INCOME FOR 2021. ALPHABET INC 10999 98651 APPLE INC 18893 218522 BERKSHIRE HATHAWAY INC 28485 54212 GOLDMAN SACHS GROUP INC 16686 44364 MICROSOFT CORP 15727 228256 NESTLE ADR 6695 13875 VISA INC 28509 74200 BOSTON TRUST WALDEN SMALL CAP FUND AT COST 350000 393547 BROWN ADVISORY SUSTAINABLE GROWTH IN AT COST 400000 508591 CALVERT EMERGING MARKETS EQUITY AT COST 250000 231929 CALVERT US LARGE CAP VAL RESP INDEX AT COST 400000 450057 FID SUSTAINABILITY BOND INDEX FUND AT COST 350000 297182 FIDELITY INFLATION PROTECTED BOND IN AT COST NEUBERGER BERMAN EQTY AT COST 298188 368812 PARNASSUS INCOME TR AT COST 312657 553016 PIMCO LOW DURATION AT COST 352715 334989 PIMCO TOTAL RETURN FUND AT COST 445282 355498 TRILLIUM ESG GLOBAL EQUITY INSTL AT COST 502750 816346 VANGUARD INTERMEDIATE TERM TREAS AT COST VANGUARD WORLD FUND ESG INTL STK ETF AT COST 436725 414600 VANGUARD WORLD FUND ESG US STK ETF AT COST 305945 552890 ISHARES TR ESG AWRE USD ETF AT COST 100875 102388 DIVIDEND RECEIVABLE 3857 2327 2327 BASIS ADJUSTMENT IN DONATED SECURITIES 176396 EXPENSES INVESTMENT MANAGEMENT FEES 40857 40857 OFFICE EXPENSES 2184 2184 FOREIGN TAX PAID 2450 2450 FEDERAL EXCISE TAXES 3168 3168