2025-11-10T13:23:15-06:00 2024-12-31 920371602 GILWEE GROUP PLC 15 EAST STATE ST STE 2 PO BOX 1368 MONTPELIER VT 056011368 990PF 2024-01-01 367093389 MAVERICK LLOYD FOUNDATION C/O ARTHUR BERNDT MAVE 8027638680 PO BOX 100 426 MAVERICK FARM ROAD SHARON VT 05065 ARTHUR BERNDT TRUSTEE 8027638680 2025-11-06 1 1 WENDY C GILWEE CPA P00450631 8023044424 2024 2025-03-06 01:10:19Z X 9904507 X X 5541 5541 344096 344096 19763 1485085 19763 369400 369400 0 0 0 8438 0 8438 70125 70125 0 20761 4626 15 147754 147512 242 247078 222263 8695 531500 531500 778578 222263 540195 -409178 147137 23957 23957 421512 69961 69961 6012505 5141367 7902042 679222 1615324 1908547 7113239 6850609 9904507 1077919 1209960 1077919 1209960 X 0 0 0 0 6035320 5640649 6035320 5640649 7113239 6850609 6035320 -409178 14507 5640649 0 5640649 FIDELITY 203245 376052 361746 14306 14306 FIDELITY 203249 896183 967408 -71225 -71225 FIDELITY 203250 14594 5916 8678 8678 FIDELITY 203249 181466 130252 51214 51214 CAPITAL GAINS DIVIDENDS P 16790 16790 16790 19763 2045 0 2045 0 2045 2952 0 2440 0 5392 0 3347 3347 0 0 0 0 0 0 0 0 0 0 0 1 1 IL 1 0 0 0 0 1 WWW.MAVERICKLLOYD.ORG ARTHUR BERNDT 8027638680 PO BOX 99 SHARON VT 05065 1 CJ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARTHUR BERNDT PO BOX 99 SHARON VT 05065 TRUSTEE 1.00 0 0 0 LORNA ADLEY 15345 N 95TH ST LONGMONT CO 80504 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 7804746 98634 1782351 9685731 0 0 9685731 145286 9540445 477022 477022 2045 2045 474977 0 474977 0 474977 540195 0 540195 474977 0 0 31285 41715 34863 107863 540195 0 0 0 474977 65218 0 0 173081 0 0 0 0 0 0 0 173081 31285 41715 34863 65218 X BALE (BUILDING A LOCAL ECONOMY) 35 S WINDSOR ST SOUTH ROYALTON VT 05068 PC UNRESTRICTED GRANT TOWARDS WORK BUILDING RESILIENT COMMUNITIES. 1000 ENERGY ACTION NETWORK 17 STATE STREET SUITE 205 MONTPELIER VT 05602 PC SUPPORT FOR ON-GOING IMPLEMENTATION WORK, CAPACITY BUILDING, AND GENERAL OPERATIONS, IN SUPPORT OF THE GOAL OF TRANSFORMING VERMONT'S ENERGY SYSTEM TO ONE BASED ON EFFICIENCY AND RENEWABLES. EAN'S GOAL IS TO ENSURE THAT 80% OF VERMONT'S 2030 ENERGY NEEDS COME FROM RENEWABLE ENERGY AND INCREASED EFFICIENCY. 150000 NAACP-LEGAL DEFENSE AND EDUCATIONAL FUND 40 RECTOR STREET 5TH FLOOR NEW YORK NY 10006 PC GRANTS FOR YOUNG BLACK LAWYERS ORGANIZING COALITION PROJECT AND BLACK VOTERS ON THE RISE PROJECT. 50000 RESILIENT DEMOCRACY CO TIDES FOUNDATION PO BOX 29903 SAN FRANCISCO CA 94129 PC UNRESTRICTED GRANT TO SUPPORT THE VOTER ENGAGEMENT PROJECT. 25000 SEVEN STARS ARTS CENTER (FORMALLY VERMONT INDEPENDENT SCHOOL OF THE ARTS 5126 VT-14 SHARON VT 05065 PC UNRESTRICTED GRANT FOR GENERAL OPERATIONS IN SUPPORT OF THE MISSION OF VISA. 1000 SHARON FOOD SHELF PO BOX 42 SHARON VT 05065 PC UNRESTRICTED FUNDING FOR SUPPORT OF INITIATIVES TO PROVIDE FOOD FOR LOCAL MEMBERS OF THE SHARON COMMUNITY. 1000 THE SHARON ACADEMY 79 VT-132 SHARON VT 05065 PC UNRESTRICTED GRANT FOR GENERAL OPERATIONS IN SUPPORT OF TSA'S MISSION. 2500 VERMONT LAW AND GRADUATE SCHOOL 164 CHELSEA ST SOUTH ROYALTON VT 05068 PC UNRESTRICTED GRANT TO THE MAVERICK LLOYD SCHOOL FOR THE ENVIRONMENT. 250000 FAIRBANKS MUSUEM 1302 MAIN ST ST JOHNSBURY VT 05819 PC UNRESTRICTED GRANT FOR GENERAL OPERATIONS. 1000 TOWN OF SHARON VERMONT 15 SCHOOL ST SHARON VT 05065 PC RESTRICTED GRANT FOR THE SHARON HISTORICAL SOCIETY RESTORATION OF THE OLD TOWN HALL. 25000 ORGANIZING EMPOWERMENT FUND PO BOX 288 MCFARLAND WI 53558 PC UNRESTRICTED GRANT TO SUPPORT RELATIONAL ORGANIZING TRAINING, RESEARCH AND DIGITAL TOOLS. 25000 531500 0 14 5541 14 344096 18 19763 0 369400 0 369400 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/TAX PREP 8438 0 8438 FIDELITY 5141367 7902042 1370 FUND-USRA NET LEASE II LLC AT COST 93000 262226 ISUN AT COST 77778 0 LEFT LANE HOLDINGS AT COST 529388 697500 BLUE OWL TECHNOLOGY FINANCE AT COST 499709 538211 GOLUB CAPITAL PARTNERS AT COST 415449 410610 INVESTMENT FEES 49164 49164 0 OFFICE EXPENSE 455 228 227 BANK CHARGES 15 0 15 LEFT LANE HOLDINGS LOSS 98120 98120 0 CUMULATIVE COST BASIS ADJUSTMENT 12969 ISUN SOLD - SEC. 1202 EXCLUSION 1538 FR - FOREIGN TAXES PAID 4626 4626 0 IL STATE TAX 15 0 15 FEDERAL EXCISE TAX 16120 0 0