2024-10-15T16:04:52-05:00 2023-12-31 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990PF 2023-01-01 046925848 MACKINNON FAMILY CHARITABLE FOUNDATION MACK 2394333419 192 OVERLAKE VIEW WILLISTON VT 05495 LARRY D MACKINNON DIRECTOR 8028767726 2024-06-21 1 0 CYNTHIA M HAWKINS CPA P00158372 2393349191 2023 2024-10-15 13:58:12Z X 994797 X X 21919 21919 45363 811005 45363 202 202 67484 67484 0 0 0 2800 2800 0 7552 7552 0 79 79 0 2861 0 2861 13292 10431 2861 50000 50000 63292 10431 52861 4192 57053 28185 53012 53012 476365 500477 592873 383970 339223 348912 888520 892712 994797 0 0 X 766082 766082 0 0 122438 126630 888520 892712 888520 892712 888520 4192 0 892712 0 892712 MANUFACTURERS AND TRADERS TRUST COMPANY 787012 749500 37512 37512 MANUFACTURERS AND TRADERS TRUST COMPANY 16186 16142 44 44 CAPITAL GAINS DIVIDENDS P 7807 7807 7807 45363 793 0 793 0 793 993 0 0 0 993 0 200 200 0 0 0 0 0 0 0 0 0 0 0 1 1 FL NJ VT 1 0 0 0 0 1 N/A LARRY D MACKINNON 8028767726 192 OVERLAKE VIEW WILLISTON VT 05495 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LARRY D MACKINNON 192 OVERLAKE VIEW WILLISTON VT 05495 TRUSTEE 1.00 0 0 0 JANIS L BUCKELEW 140 CEDAR LANE EAST CAPE MAY COURTHOUSE NJ 08210 NONE 0.00 0 0 0 LYNN A VALERI 7032 NORTHMOOR DR ST LOUIS MO 63105 NONE 0.00 0 0 0 SUSAN M BROWSE 13 COOPER ROAD MENDHAM NJ 07945 NONE 0.00 0 0 0 NONE 0 NONE 0 0 946009 25277 0 971286 0 0 971286 14569 956717 47836 47836 793 793 47043 0 47043 0 47043 52861 0 52861 47043 0 0 9582 9582 52861 0 0 0 47043 5818 0 0 15400 0 0 0 0 0 0 0 15400 9582 5818 LARRY D MACKINNON 192 OVERLAKE VIEW WILLISTON VT 05495 8028767726 SIMPLE LETTER REQUEST WITH A COPY OF THEIR IRS DETERMINATION LETTER AS A 501(C)(3) ORGANIZATION. NONE NONE AMERICAN CANCER SOCIETY 851 OLD CUTHBEH RD CHERRY HILL NJ 08034 NONE PUBLIC CHARITY CHARITABLE 100 AMERICAN FOUNDATION FOR SUICIDE 120 WALL STREET NEW YORK NY 10005 NONE PUBLIC CHARITY CHARITABLE 500 AMERICAN RED CROSS 34 EAST MECHANIC ST CAPE MAY COURTHOUSE NJ 08210 NONE PUBLIC CHARITY CHARITABLE 600 ATLANTIC CITY RESCUE MISSION 2009 BACHARACH BLVD ATLANTIC CITY NJ 08401 NONE PUBLIC CHARITY CHARITABLE 500 BROOKSIDE COMMUNITY CHURCH 8 EAST MAIN STREET BROOKSIDE NJ 07936 NONE PUBLIC CHARITY CHARITABLE 700 BUCKS COUNTY PUBLIC LIBRARY 150 PINE STREET DOYLESTOWN PA 18901 NONE PUBLIC CHARITY CHARITABLE 250 COMMUNITY FOOD BANK OF NEW JERSEY 31 EVANS TERMINAL ROAD HILLSIDE NJ 07205 NONE PUBLIC CHARITY CHARITABLE 500 DURANGO TRAILS PO BOX 3868 DURANGO CO 81301 NONE PUBLIC CHARITY CHARITABLE 750 EARTH ANGELS PO BOX 2 LEE MA 01238 NONE PUBLIC CHARITY CHARITABLE 500 HARRISON MAINE FOOD BANK PO BOX 112 HARRISON ME 04040 NONE PUBLIC CHARITY CHARITABLE 250 HUDSON COMMUNITY FOOD PANTRY 28 HOUGHTON STREET PO BOX 608 HUDSON MA 01749 NONE PUBLIC CHARITY CHARITABLE 300 ISLAND CONSERVATION LONG MARINE LAB CENTER FOR OCEAN HEALTH 100 SHAFER ROAD SANTA CRUZ CA 95060 NONE PUBLIC CHARITY EDUCATIONAL 300 MAINE COMMUNITY FOUNDATION 245 MAIN STREET ELLSWORTH ME 04605 NONE PUBLIC CHARITY CHARITABLE 750 NATIONAL PARKS CONSERVATION ASSOC 777 6TH STREET NW SUITE 700 WASHINGTON DC 20001 NONE PUBLIC CHARITY CHARITABLE 300 NEW JERSEY AUDUBON SOCIETY 1600 DELEWARE AVE CAPE MAY NJ 08204 NONE PUBLIC CHARITY CHARITABLE 3750 NEWTOWN ACTION ALLIANCE PO BOX 3325 NEWTOWN CT 06470 NONE PUBLIC CHARITY CHARITABLE 400 OAK TREE YOUTH RESOURCES PO BOX 3105 DURANGO CO 81302 NONE PUBLIC CHARITY CHARITABLE 750 PENN STATE UNIVERSITY 27 OLD MAIN UNIVERSITY PARK PA 16802 NONE PUBLIC CHARITY CHARITABLE 25300 PLANNED PARENTHOOD FEDERATION 123 WILLIAM ST NEW YORK NY 10038 NONE PUBLIC CHARITY CHARITABLE 750 PORTLAND TRAILS 305 COMMERCIAL STREET PORTLAND ME 04101 NONE PUBLIC CHARITY CHARITABLE 1500 RENEW THERAPEUTIC RIDING CENTER 4271 60TH STREET HOLLAND MI 49423 NONE PUBLIC CHARITY CHARITABLE 500 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY EDUCATIONAL 300 ST PETER'S UNITED METHODIST CHURCH 501 E 8TH STREET OCEAN CITY NY 08226 NONE PUBLIC CHARITY CHARITABLE 300 STRATTON COMMUNITY FOUNDATION PO BOX 523 STRATTON MOUNTAIN VT 05155 NONE PUBLIC CHARITY CHARITABLE 500 THE CARVER PROJECT 231 WESTGATE AVENUE SAINT LOUIS MO 63130 NONE PUBLIC CHARITY CHARITABLE 1000 THE NATURE CONSERVANCY 4245 NFAIRFAX DRIVE STE 100 ARLINGTON VA 22203 NONE PUBLIC CHARITY CHARITABLE 400 THE NEW COMMUNITY SCHOOL 4211 HERMITAGE ROAD RICHMOND VA 23227 NONE PUBLIC CHARITY EDUCATIONAL 750 UNITED METHODIST COMMITTEE 475 RIVERSIDE DRIVE NEW YORK NY 10115 NONE PUBLIC CHARITY CHARITABLE 1000 UNIVERSITY OF VERMONT MEDICAL CENTER 111 COLCHESTER AVE BURLINGTON VT 05401 NONE PUBLIC CHARITY CHARITABLE 5000 WILLIAMS COLLEGE HOPKINS HALL PO BOX 67 WILLIAMSTOWN MA 01267 NONE PUBLIC CHARITY CHARITABLE 1250 COMMUNITY FOOD CUPBOARD INC PO BOX 864 MANCHESTER CENTER VT 05255 NONE PUBLIC CHARITY CHARITABLE 250 50000 0 14 21919 01 202 14 45363 0 67484 0 67484 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2800 2800 0 AMERICAN BEACON SIM H/Y-INS 32294 33215 JPMORGAN MTG-BACKED SEC FD CL R6 43081 44167 METWEST TOTAL RETURN BOND FD CL I 263848 271530 ABBOTT LABORATORIES 3029 3192 ABBVIE INC 2570 2789 ACCENTURE PLC - CL A 1303 2456 ADOBE INC 1328 2983 AIR PRODUCTS & CHEMICALS INC 1628 1643 ALPHABET INC CL C 269 2819 AMAZON COM INC 6146 9116 AMERICAN ELECTRIC POWER CO INC 1920 1949 AMERICAN TOWER CORP CL A 2499 2591 AMG RIVER RD SM-CAP VALUE FD CL I 21800 21886 ANALOG DEVICES INC 3284 3574 APPLE 252 15595 AVALONBAY COMMUNITIES INC 1746 1872 BAILLIE GIFFORD INTL ALPHA FD CL K 4338 4329 BANK OF AMERICA CORP 4449 5219 BLACKROCK INC 3016 3247 BROADCOM INC 3710 4465 CHEVRON CORP 3773 3878 CISCO SYSTEMS INC 1885 1970 CMS ENERGY CORP COM 2162 2207 COLUMBIA OVERSEAS VALUE-I3 20758 20798 COMCAST CORP NEW A 2862 2982 COSTCO WHSL CORP NEW 578 5281 CVS HEALTH CORPORATION 2443 2843 DANAHER CORP 2655 4627 DEERE & CO COMMON 1834 1999 ELEVANCE HEALTH INC 3871 3772 EOG RESOURCES INC COM 4109 3991 HARBOR LG-CAP VALUE FD CL RET 39499 40341 HOME DEPOT 270 4159 INVESCO OPTIMIM YIELD DIVERSIFIED 6043 5573 ISHARES CORE MSCI EAFE ETF 16538 17165 ISHARES CORE MSCI EMERGING 8672 8852 ISHARES GLOBAL REIT ETF 6056 6504 ISHARES RUSSELL 1000 VALUE ETF 31770 33215 ISHARES S&P 500 GROWTH ETF 115510 137658 JOHNSON & JOHNSON INC 1035 1881 JOHNSON CONTROLS INTERNATIONAL PLC 1810 1960 JP MORGAN CHASE & CO 2293 7314 LOCKHEED MARTIN CORPORATION COM 2245 2266 MASTERCARD INC CL A 5402 5545 MCDONALD'S CORPORATION 1988 2076 MERCK & CO INC 2370 2507 META PLATFORMS INC A 1367 3540 MFS VALUE FUND I 53223 56198 MICROSOFT CORP 4690 17674 NVIDIA CORP COM 3407 6438 OMNICOM GROUP INC COM 2269 2422 ORACLE CORPORATION COM 3473 3163 PAYPAL HOLDINGS INC 3122 2334 PEPSICO INC COM 3860 3906 PFIZER INC 1973 1958 SHERWIN WILLIAMS CO COM 2244 2495 SIGNATURE BK NEW YORK NY 696 14 TARGET CORP COM 2679 2848 TESLA INC 3276 3479 UNION PACIFIC CORP 728 1965 UNITED PARCEL SERVICE CL B 2133 2201 VIRTUS KAR SMALL-CAP GROWTH I 19077 19542 WALT DISNEY CO 2306 2257 WCM FOCUSED INT'L GR FR CL INSTL 36269 37420 WILLIS TOWERS WATSON PLC 1967 1930 NONDIVIDEND DISTRIBUTIONS 154 154 154 UNRECAPTURED SECTION 1250 GAIN 8 8 8 SETTLEMENT 40 40 40 INVESTMENT FEES 7552 7552 0 FOREIGN TAX 79 79 0