2025-03-28T00:22:03-05:00 2024-12-31 061415579 Capossela Cohen LLC 368 Center Street Southport CT 06890 990PF 2024-01-01 920715890 Sun Hill Renewal Fund SUNH 2032547000 270 West End Ave PH New York NY 10023 Tim Malloy President 2032547000 2025-03-27 1 0 Nathaniel S Yordon CPA P00045695 2032547000 2025-03-27 2024 2025-03-06 01:10:19Z X 5105663 X X 141 141 96983 96983 573096 2117553 573096 670220 670220 0 0 0 130 130 0 3125 3125 0 10111 10111 0 4571 1226 0 17937 14592 0 250000 250000 267937 14592 250000 402283 655628 16433 42314 42314 10000 4750588 5063349 5063349 4777021 5105663 5105663 0 0 X 4777021 5105663 4777021 5105663 4777021 5105663 4777021 402283 0 5179304 73641 5105663 Artisan International Value Advisor P 2016-01-29 2024-02-20 9976 6488 3488 3488 Vanguard FTSE Social Index P 2020-01-16 2024-02-20 9955 6619 3336 3336 Vanguard 500 Index P 2017-05-11 2024-03-04 34955 16339 18616 18616 AMG River Road Small Cap Value I P 2016-01-29 2024-04-01 14976 9786 5190 5190 AMG River Road Small Cap Value I P 2016-01-29 2024-04-01 24976 16310 8666 8666 Vanguard FTSE Social Index P 2020-01-16 2024-04-01 14955 9490 5465 5465 Artisan International Value Advisor P 2016-01-29 2024-04-01 24976 15806 9170 9170 AMG River Road Small Cap Value I P 2023-12-14 2024-05-07 19826 18640 1186 1186 Vanguard 500 Index P 2024-05-07 7772 6906 866 866 AMG River Road Small Cap Value I P 2024-05-07 382294 300045 82249 82249 Meridian Growth Investor P 2024-05-07 348573 393911 -45338 -45338 Vanguard 500 Index P 2024-05-07 455968 211714 244254 244254 Vanguard FTSE Social Index P 2020-01-16 2024-05-29 49955 31426 18529 18529 Artisan International Value Advisor P 2020-01-16 2024-06-24 49955 30368 19587 19587 Boston Trust Walden SMid Cap P 2024-05-07 2024-07-25 29030 28605 425 425 Harding Loevner International Eq P 2016-01-29 2024-07-12 108133 64075 44058 44058 Loomis Sayles Bond P 2024-07-15 48978 56148 -7170 -7170 Pioneer Bond Y P 2016-01-05 2024-07-15 39581 45324 -5743 -5743 Vanguard FTSE Social Index P 2020-01-16 2024-07-15 286966 167656 119310 119310 Boston Trust Walden SMid Cap P 2024-05-07 2024-08-28 50000 48219 1781 1781 Blackrock Strategic Income Opps P 2024-08-15 20160 21422 -1262 -1262 Boston Trust Walden SMid Cap P 2024-05-07 2024-09-05 40075 39160 915 915 Capital Gains Dividends P 45518 45518 45518 573096 9113 0 9113 0 9113 2700 0 0 0 2700 X 0 6413 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 sunhillrenewalfund.org Fred F French Investing LLC 2032547000 270 West End Ave - PH New York NY 10023 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Timon Malloy 270 West End Ave PH New York NY 10023 President 0.00 0 0 0 NONE 0 NONE 0 0 4949886 57234 0 5007120 0 0 5007120 75107 4932013 246601 246601 9113 9113 237488 0 237488 0 237488 250000 0 250000 237488 218329 0 0 250000 218329 0 0 31671 0 0 0 0 0 0 0 0 205817 0 0 0 X City Tech Foundation (CUNY) 300 John Jay St Brooklyn NY 11201 PC To fund the Aaron and Clara Greenhut Rabinowitz endowed scholarship at City Tech 10000 Juanita College 1700 Moore St Huntington PA 16652 PC To fund the Aaron and Clara Greenhut Rabinowitz endowed scholarship, for current use distribution 10000 League of Conservation Voters Education Fund 740 15th Street NW Washington DC 20005 PC To fund the Democracy for All program. 60000 Natural Resources Defense Council Inc 40 W 20th St New York NY 10011 PC New York City Water Quality Project 2500 Natural Resources Defense Council Inc 40 W 20th St New York NY 10011 PC Ready for Renewables campaign. 30000 New York LCV Education Fund 30 Broad St New York NY 10004 PC Our Vote is Our Power:2024 Program 30000 Riverkeeper Inc 20 Secor Rd Ossining NY 10562 PC New York City Water Quality Project 10000 Riverkeeper Inc 20 Secor Rd Ossining NY 10562 PC For general support. 25000 Save the Sound 127 Church St New Haven CT 06510 PC New York City Water Quality Project 10000 Save the Sound 127 Church St New Haven CT 06510 PC For the 2024 - 2025 Campaign. 20000 Vermont Institute of Natural Science PO Box 1281 Quechee VT 05059 PC The Nature Camp Scholarship Fund. 5000 WhoWhatWhy PO Box 1103 New York NY 10276 PC General Purposes 10000 WNET (Channel 13) 825 Eighth Avenue New York NY 10019 PC Programming support of Nature. 12500 Woodstock Area Jewish Community 1680 West Woodstock Rd Woodstock VT 05091 PC Shir Shalom Energy Project 10000 Woodstock Area Jewish Community 1680 West Woodstock Rd Woodstock VT 05091 PC Woodstock Community Food Shelf 5000 250000 0 14 141 14 96983 18 573096 0 670220 0 670220 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fees 3125 3125 0 Charles Schwab - Mutual Funds 4543839 4543839 Charles Schwab - ETFs 519510 519510 Legal Fees 130 130 0 Change in Unrealized Gain(loss) 73641 Investment Consulting 10111 10111 0 Federal Tax 3345 0 0 Foreign Tax 1226 1226 0