2025-06-26T14:35:02-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 2 ENTERPRISE DRIVE SHELTON CT 06484 990PF 2024-01-01 862886210 THE JOY FUND JOYF 3038180288 743 UTICA AVENUE BOULDER CO 803040765 AMY J DIVINE TRUSTEE 3038180288 2025-06-19 1 0 STEFANIA L BARTLETT P01688327 2039442100 2025-06-19 2024 2025-03-06 01:10:19Z X 2116779 X 318040 1992 1992 46880 41444 142773 1162679 293457 1000 0 510685 336893 0 0 0 3150 1575 1575 7841 7841 0 1516 1516 0 12507 10932 1575 112000 112000 124507 10932 113575 386178 325961 489 146 146 6873 128101 128101 100000 0 100000 100000 100000 544410 463097 432018 907012 1259127 1150048 101888 101545 97261 252408 247241 209205 1913080 2299257 2116779 0 0 X 0 0 0 0 1913080 2299257 1913080 2299257 1913080 2299257 1913080 386178 0 2299258 1 2299257 PUBLICLY TRADED SECURITES 1110228 869222 241006 241006 LONG TERM CAPITAL GAIN DISTRIBUTIONS 52451 52451 52451 293457 4531 0 4531 0 4531 711 0 5000 0 5711 X 0 1180 1180 0 0 0 0 0 0 0 0 0 0 0 1 1 CO 1 0 0 0 1 1 N/A AMY J DIVINE 3038180288 743 UTICA AVENUE BOULDER CO 80304 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 AMY J DIVINE 743 UTICA AVENUE BOULDER CO 80304 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 1798398 42921 100000 1941319 0 0 1941319 29120 1912199 95610 95610 4531 4531 91079 0 91079 0 91079 113575 0 113575 91079 0 0 30313 24399 54712 113575 0 0 0 91079 22496 0 0 77208 0 0 0 0 0 0 0 77208 30313 24399 22496 AMY J DIVINE X CAMFED FOUR EMBARKADER CENTER STE 1400 SAN FRANCISCO CA 94111 PC GENERAL OPERATIONS 5000 CLEAN AND PROSPEROUS AMERICA FUND PO BOX 21961 SEATTLE WA 98111 PC GENERAL OPERATIONS 7500 COLORADO AGRIVOLTAIC LEARNING CENTER 8102 N 95TH STREET LONGMONT CO 80504 PC GENERAL OPERATIONS 5000 COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 PC GENERAL OPERATIONS 10000 COMMUNITY PARTNERS FOR THE CIVICS CENTER PO BOX 741265 LOS ANGELES CA 900741265 PC GENERAL OPERATIONS 7500 CONSERVATION COLORADO EDUCATION FUND 305 E 17TH AVE STE 400 DENVER CO 80203 PC GENERAL OPERATIONS 5000 DENVER URBAN GARDENS 1031 33RD STREET STE 100 DENVER CO 80205 PC GENERAL OPERATIONS 10000 DRYLANDS AGROECOLOGY RESEARCH 12191 FOOTHILLS HWY LONGMONT CO 80503 PC GENERAL OPERATIONS 10000 ECDYSIS FOUNDATION 46958 188TH STREET ESTELLINE SD 57234 PC GENERAL OPERATIONS 10000 FRIENDSHIP BRIDGE 405 URBAN ST STE 140 LAKEWOOD CO 80228 PC GENERAL OPERATIONS 5000 GIVE DIRECTLY PO BOX 3221 NEW YORK NY 10018 PC GENERAL OPERATIONS 5000 GLOBAL GREENGRANTS FUND INC 2840 WILDERNESS PLACE SUITE A BOULDER CO 80301 PC GENERAL OPERATIONS 10000 KZMU 1734 ROCKY ROAD PO BOX 1076 MOAB UT 84532 PC GENERAL OPERATIONS 5000 OURAY FOOD PANTRY PO BOX 903 RIDGWAY CO 81432 PC GENERAL OPERATIONS 5000 SLOW MONEY INSTITUTE 1035 PEARL ST STE 428 BOULDER CO 80302 PC GENRAL OPERATIONS 5000 TIDES FOUNDATIONTRANS JUSTICE FUNDING PROJECT THE PRESIDIO PO BOX 29903 SAN FRANCISCO CA 94129 PC GENERAL OPERATIONS 7000 112000 0 14 1992 14 46880 18 142773 EXCISE TAX REFUND 01 1000 0 192645 0 192645 0 0 0 0 0 0 0 0 0 0 X X 1 DUNE ROAD LLC 220 SOUTH 6TH ST SUITE 300 MINNEAPOLIS MN 55402 318040 X X 1 69 SHARES AFLAC INC. 7373 2024-08-23 1 16 SHARES AMGEN INC. 5253 2024-08-23 1 1,205 SHARES BAYTEX ENERGY CORP. 4302 2024-08-23 1 4,257.468 SHARES COLUMBIA DIVIDEND INCOME INST.2 148628 2024-08-23 1 3 SHARES FAIR ISAAC INTERNATIONAL 5233 2024-08-23 1 1,285 SHARES INVESCO S&P LOW VOLATILITY ETF 89687 2024-08-23 1 29 SHARES MICROSOFT CORP. 12055 2024-08-23 1 29 SHARES PHILLIPS 66 3899 2024-08-23 1 44 SHARES PROLOGIS INC. REIT 5622 2024-08-23 1 25 SHARES PUBLIC STORAGE REIT 8446 2024-08-23 1 14 SHARES SIMPSON MANUFACTURING 2569 2024-08-23 1 120 SHARES THE COCA-COLA CO. 8327 2024-08-23 1 27 SHARES OF WABTEC 4454 2024-08-23 1 45 SHARES OF WELLTOWER INC. REIT 5344 2024-08-23 1 152 SHARES OF WILLIAMS COS. INC. 6847 2024-08-23 TAX PREPARATION FEES 3150 1575 1575 CAPITAL IMPACT PA, 3.7%, DUE 3/15/29 26545 23242 CAPITAL IMPACT PA, 4.2%, DUE 9/15/25 50000 49566 CAPITAL IMPACT PA, 4.9%, DUE 2/15/28 25000 24453 ADASINA SOCIAL JUSTICE GLBL 69881 73917 FIRST TST NADAQ CLEAN ED 36708 17169 CALVERT EMERGING MKTS 135000 118397 PARNASSUS MID CAP 82711 73685 PARNASSUS CORE EQUITY 171000 158148 PARNASSUS VALUE EQUITY 268000 246948 IMPAX INTERNATIONAL SUST ECON 135500 122532 IMPAX SMALL CAP INSTITURAL 91000 90072 NUVEEN INTERATIONAL SMALL CAP 97000 86222 NUVEEN WINSLOW LARGE CAP 128000 119531 ISHARES ESG ADV HIGH YLD 25628 26193 VERT GLOBAL SUSTNBL RL 18699 17234 0 0 463097 432018 GREENBACKER RENEWABLE ENERGY CO. AT COST 90000 93463 NUVEEN GLOBAL CITIES REIT AT COST 84548 79924 HA SUSTAINABLE INFRASTRU REIT AT COST 72693 35818 ROUNDING 1 EXCISE TAX REFUND 1000 1000 INVESTMENT MANAGEMENT FEES 7841 7841 0 FOREIGN TAX 1516 1516 0