2025-11-03T14:01:05-05:00 2024-12-31 CBIZ Advisors LLC 68 SOUTH SERVICE ROAD STE 300 MELVILLE NY 11747 990PF 2024-01-01 475013315 GREEN MOUNTAIN FOUNDATION INC C/O KATHLEEN M DOLAN % RICHARD BACCARI GREE 9148045478 PO BOX 1014 YORKTOWN HEIGHTS NY 10598 KATHLEEN DOLAN President 6314144000 2025-10-31 true CAROLYN MAZZENGA P00132133 6314144000 2025-10-31 2024 2025-03-06 01:10:19Z X 28317686 X 0 X 505378 498905 6803409 11830907 7170562 7308787 7669467 0 348 0 0 348 2577 1288 0 1289 230985 36567 193781 21457 15185 956 3120 3120 5760 4890 870 265203 57930 0 199408 1168763 1168763 1433966 57930 0 1368171 5874821 7611537 0 936433 2790776 2790776 12515 7743 7743 15634342 16201432 16201432 9660176 8664999 8664999 467953 646358 646358 14345 7967 7334 6378 6378 26718753 28317686 28317686 0 0 0 0 X 26718753 28317686 26718753 28317686 26718753 28317686 26718753 5874821 32593574 4275888 28317686 PUBLICLY TRADED SECURITIES - LONG TERM COVERED P 3751981 3766846 -38124 -14865 PUBLICLY TRADED SECURITIES - LONG TERM NONCOVERED P 97623 96820 803 803 PUBLICLY TRADED SECURITIES - LONG TERM COVERED P 7170349 0 7170349 7170349 PUBLICLY TRADED SECURITIES - SHORT TERM COVERED P 807505 771272 34085 36233 7170562 105800 105800 105800 8440 0 100000 108440 2640 2640 false false false false false false true true DE true false false false false true n/a RICHARD BACCARI 9148045478 PO BOX 1014 yorktown heights NY 10598 false false false false false false false false false false false false false false false false false false false false false KATHLEEN M DOLAN PO BOX 1014 YORKTOWN HEIGHTS NY 10598 president 15.0 0 0 0 CHARLES F DOLAN DOD-12282024 PO BOX 1014 YORKTOWN HEIGHTS NY 10598 VICE PRESIDENT 1.0 0 0 0 RICHARD BACCARI PO BOX 1014 YORKTOWN HEIGHTS NY 10598 TREASURER 5.0 0 0 0 MARIANNE DOLAN WEBER PO BOX 1014 YORKTOWN HEIGHTS NY 10598 BOARD MEMBER 1.0 0 0 0 SA SERVICES PO BOX 1014 YORKTOWN HEIGHTS NY 10598 PHLNTHRPY CONSULTANT 193552 25972659 1414858 541460 27928977 0 27928977 418935 27510042 1375502 1375502 105800 105800 1269702 1269702 1269702 1368171 0 0 0 0 1368171 1269702 1023350 2022 2021 2020 0 0 1368171 1023350 344821 0 0 0 0 924881 0 0 KATHLEEN DOLAN X PER STATEMENT A ATTACHED STATEMENT A YORKTOWN HEIGHTS NY 10598 PER STATEMENT A ATTACHED PC PER STATEMENT A ATTACHED 1168763 1168763 LET'S GROW KIDS 3 COURT STREET MIDDLEBURY VT 05753 NONE PC GENERAL OPERATING SUPPORT 0 SOUTH ROYALTON LEGAL CLINIC- VERMONT LAW SCHOOL 190 CHELSEA STREET SOUTH ROYALTON VT 05068 NONE PC FAMILY LAW PROGRAM 0 HIGH HORSES CENTER FOR EQUINE ASSISTED SERVICES 138 HORSE FARM ROAD SHARON VT 05065 NONE PC COMMUNITY IMPACT CAMPAIGN 0 PURPLE CRAYON PRODUCTIONS PO BOX 1014 YORKTOWN HEIGHTS NY 10598 NONE PC 3 YR ARTISTRY GRANT 0 TWIN PINE HOUSING 226 HOLIDAY DRIVE WHITE RIVER VT 05001 NONE PC GENERAL OPERATING SUPPORT 0 465000 14 505378 18 6803409 7308787 7308787 false false false false false false false false false false ACCOUNTING FEES 2577 1288 1289 ORGANIZATION COSTS 2015-09-03 14345 7967 15.0 956 8923 SA SERVICES PHILANTHROPY RESEARCH, CONSULTING AND GRANTS ADMINISTRATION VANGUARD INTERM TERM CORP BOND 86869 86869 FIXED INCOME - SEE STATEMENT C 8578130 8578130 PUBLICLY TRADED SECURITY -MSGS 0 0 PUBLICLY TRADED SECURITY -MSGE 1755792 1755792 EQUITIES- SEE STATEMENT B 12176883 12176883 US LARGE & MID CAP FUNDS 280175 280175 PUBLICLY TRADED SECURITY -SE 1988582 1988582 HEDGE FUNDS- BOA STATEMENT B FMV 41784 41784 WALTON STREET REAL ESTATE FUND FMV 583514 583514 PE BLUE OWL GP STAKES K1 FMV 21060 21060 ORGANIZATION COSTS 14345 8923 5422 6378 LEGAL FEES 348 348 CHANGE IN UNREALIZED PORTFOLIO HOLDINGS 4275888 MISCELLANEOUS EXPENSES 21 21 CHARITABLE SUBSCRIPTIONS 849 849 PORTFOLIO DED- PASS THRU WSRED 3203 3203 PORTFOLIO DED- PASS THRU PEBOG 1687 1687 INVESTMENT ADVISORY FEES 5115 5115 INVESTMENT ADVISORY FEES 32089 31452 PHILANTHROPIC CONSULTANT EXP 193552 193552 DELAWARE REPRESENTATIVE FEES 229 229 FOREIGN TAXES PAID 54 54 FOREIGN TAXES PAID 11687 11687 FEDERAL EXCISE TAXES 6272 FOREIGN ADR FEES 3444 3444