2025-06-14T13:10:04-04:00 2024-12-31 471091960 Abreu CPA 11 Belden Ave Norwalk CT 06850 990PF 2024-01-01 061062661 Tulgey Wood Foundation % Clinton B Wright TULG 2036292484 6859 Tulip Hill Terrace Bethesda MD 20816 CLINTON B WRIGHT DR Director President 6463196876 2025-06-12 true true ANGELICA RODRIGUEZ P02473011 2032868900 2025-06-14 X 2024 2025-03-06 01:10:19Z X 2599578 X X 115990 115990 1097700 3269738 1097700 80676 17880 17880 1231570 1231570 80676 12619 12619 2110 2110 14729 2110 12619 157624 157624 172353 2110 170243 1059217 1229460 80676 31058 15985 15985 583045 550749 621099 815033 1835680 1839010 29616 123889 123484 1458752 2526303 2599578 0 0 X 1458752 2526303 1458752 2526303 1458752 2526303 1458752 1059217 8334 2526303 2526303 Blackrock Enhanced Inter P 2024-01-31 2024-12-31 1192 1192 1192 Global X NASDQ 100 CV P 2024-01-31 2024-12-31 1854 1854 1854 Global X S AND P 500 P 2024-01-31 2024-12-31 11548 11548 11548 Global X S&P 500 Covered P 2024-01-31 2024-12-31 1903 1903 1903 Global X Fund GLB X NSDQ P 2024-01-31 2024-12-31 203 203 203 Royce Small Cap Trust CF P 2024-01-31 2024-12-31 72 72 72 All other investment activity P 2024-01-31 2024-12-31 2235942 2172038 63904 63904 Realized Gains Schwab P 2024-01-31 2024-12-31 1017024 1017024 1017024 1097700 80676 17089 0 17089 0 17089 1203 18292 false false false false false false false false true CT true false false false false true William R Neaubauer 3056627757 535 Vilabella Avenue Miami FL 33146 false false false false false false false false false false false false false false false false false false false false false false Katherine Schubart 114 Magic Hill Road Hinesburg VT 05461 Director Secretary Treasurer 0.00 0 0 0 Dr Clinton B Wright 6859 Tulip Hill Terace Bethesda MD 20816 DirectorPresident 0.00 0 0 0 Nicholas Deane 120 Fulton Street Boston MA 02109 Director VP Asst Secy & Treasu 0.00 0 0 0 NONE 0 NONE None 0 None 0 0 2532691 25848 119352 2677891 0 0 2677891 40168 2637723 131886 131886 17089 17089 114797 114797 114797 170243 170243 114797 49369 54074 54761 66027 44419 268650 170243 114797 55446 324096 0 49369 274727 54074 54761 66027 44419 55446 X Aloha Foundation 2968 Lake Morey Fairlee VT 05045 PC Support of Organization 350 American University WAMU 885 FM PO Box 17539 Baltimore MD 21297 PC Support of Organization 1000 Associations of Boston Public Libra 700 Boylston Street Boston MA 02116 PC Support of Organization 300 Barne Historical Society PO Box 496 Hinesburg VT 05461 PC Support of Organization 1000 Boston Athenaeum 10 12 Beacon Street Boston MA 02108 PC Support of Organization 2400 Brookview House Development 2 Brookview Street 1 Dorchester Center MA 02124 PC Support of Organization 250 Casa Valentina 2103 Coral Way 2nd Floor Miami FL 33145 PC Support of Organization 500 Champlain Housing Trust 88 King Street Suite 100 Burlington VT 054014706 PC Support of Organization 2500 Charles River Conservancy 4 Brattle Street Cambridge MA 02138 PC Support of Organization 350 City Harvest 6 East 32nd Street 5th floor New York NY 10016 PC Support of Organization 450 Concord Academy Annual Fund 166 Main Street Boston MA 02114 PC Support of Organization 1500 Dana Farber Cancer Institue PO Box 849168 Boston MA 02215 PC Support of Organization 250 Doctors Without Borders 333 Seventh Avenue 2nd Floor New York NY 10001 PC Support of Organization 2500 Fort Ticonderoga Fort Road Ticonderoga NY 12883 PC Support of Organization 1000 Fund for Boston Public Library 700 Boylston Street Boston MA 02116 PC Support of Organization 500 Harvard College Fund 124 Mount Auburn Street Cambridge MA 02138 PC Support of Organization 3250 Himalayan Cataract Project PO Box 55 Waterbury VT 05676 PC Support of Organization 750 Historic New England 141 Cambridge Street Boston MA 02114 PC Support of Organization 3600 Isabella Stuart Gardner Museum 2 Palace Road Boston MA 02115 PC Support of Organization 3700 Lamoille County Conservation Dist 109 Professional Drive Suite 2 Morrisville VT 05661 PC Support of Organization 300 Lamoille Home Health Hospice 54 Farr Avenue Morrisville VT 05661 PC Support of Organization 2500 Spectrum Youth Family Services 275 VT Route 15 PO BOX 621 Johnson VT 05656 PC Support of Organization 2500 Make the Road New York 301 Grove Street Brooklyn NY 11237 PC Support of Organization 200 Meals on Wheels of Lamoille County 24 Upper Main Street PO Box 147 Morrisville VT 05661 PC Support of Organization 250 Mercy Connection 255 S Champlain Street Suite 8 Burlington VT 054014786 PC Support of Organization 1500 MIRA Coalition 105 Chauncy Street Suite 901 Boston MA 02111 PC Support of Organization 500 Morristown Alliance for Culture 7 Richmond Street Box 72 Morrisville VT 05661 PC Support of Organization 800 Morristown Centennial Library 7 Richmond Street PO Box 727 Morrisville VT 05661 PC Support of Organization 150 Museum of Fine Arts 465 Huntington Avenue Boston MA 02115 PC Support of Organization 3000 New Bedford Light 249 B Fisherville Lane Westport MA 02790 PC Support of Organization 1000 New York City Rescue Mission 90 Lafayette Street New York NY 10013 PC Support of Organization 450 North Bennet Street School 39 North Bennert Street Boston MA 02113 PC Support of Organization 1450 Open Door Clinic 100 Porter Drive Middlebury VT 05753 PC Support of Organization 1500 Partners in Health Boston PO Box 996 Frederick MD 217059942 PC Support of Organization 2600 Phillips Exeter Academy 20 Main Street Exeter NH 03833 PC Support of Organization 3000 Planned Parenthood LeagueMA 1055 Commonwealth Ave Boston MA 022151001 PC Support of Organization 1000 Resource Youth Build 329 Harvest Lane Suite 200 Williston VT 05495 PC Support of Organization 1500 Ronald N Terrill Memorial Fund 90 Woods Edge Rd Morrisville VT 05661 PC Support of Organization 1500 Shady Hill School 178 Cooliddge Hill Road Cambridge MA 02138 PC Support of Organization 1500 Southern Poverty Law Center 400 Washington Blvd Montgomery AL 361010548 PC Support of Organization 150 Vermont Adult Learning 66 North Avenue Burlington VT 05401 PC Support of Organization 1500 Vermont Folklife Center 88 Main Street Middlebury VT 05753 PC Support of Organization 5000 Vermont Journalism TrustVT Digger 64 Main Street Montpelier VT 05602 PC Support of Organization 2000 Vermont Land Trust 8 Bailey Avenue Montpelier VT 056029942 PC Support of Organization 500 Vermont Works for Women 32 A Malletts Bay Avenue Winooski VT 05404 PC Support of Organization 1000 Vermont Youth Conservation Corps 1949 East Main St Richmond VT 05477 PC Support of Organization 350 Vermont International Film Foundati PO Box 483 Burlington VT 05402 PC Support of Organization 1500 Wellesley College Fund 106 Central Street Wellesley Hills MA 02481 PC Support of Organization 3000 Hair to Stay 2234 Beach Street San Francisco CA 94123 PC Support of Organization 100 American Ballet Theatre 890 Broadway New York NY 10003 PC Support of Organization 150 National Serv Office Nurse-Family 1900 Grant Street Suite 400 Denver CO 80203 PC Support of Organization 100 Suffield Academy Annual Fund 185 N Main Street Suffield CT 06078 PC Support of Organization 250 The Field School 2301 Foxhall Rd Washington DC 20007 PC Support of Organization 10000 The Kennedy Center 2440 Reservoir Ave Trumbull CT 06611 PC Support of Organization 1800 VPS Office of Developement 630 W 168TH ST New York NY 10032 PC Support of Organization 5000 Conservatory Lab Charter School 395 Columbia Rd Dorchester MA 02125 PC Support of Organization 500 The Charlotte News 550 South Caldwell St Charlotte NC 28202 PC Support of Organization 1000 Planned Parenthood of New England 4697 Main St Bridgeport CT 06606 PC Support of Organization 1500 Brown Annual Fund 1893 Brown Universiry Providence RI 02912 PC Support of Organization 5000 Hopkins School 986 Forest Rd New Haven CT 06515 PC Support of Organization 250 Kieve Wavus Education Inc 42 Kieve Rd Nobleboro ME 04555 PC Support of Organization 250 St Albans School 187-01 Foch Blvd Saint Albans NY 11412 PC Support of the Organization 9400 Planned Parenthood Federation 123 Williams St 10th Floor New York NY 10038 PC Support of the Organization 200 Northern Forest CTR 18 N Main ST Ste 204 Concord NH 03301 PC Support of the Organization 2500 Vermont Sustainable Jobs Fund 3 Pitkin Ct Montpelier VT 05602 PC Support of the Organization 1500 Rokeby Museum 4334 Route 7 Ferrisburgh VT 05456 PC Support of the Organization 3000 Stern Youth and Family Svs 183 Talcott Rd Ste 101 Williston VT 05495 PC Support of the Organization 1500 International Rescue Committee 1301 N Hamilton St Ste 101 Richmond VA 23230 PC Support of the Organization 100 Mass Historical Society 1154 Boylston St Boston MA 02215 PC Support of the Organization 1600 Brennan Center for Justice 1140 Connecticut Ave NW Ste 1200 Washington DC 20036 PC Support of the Organization 150 Community College of Vermont 32 College Street Montpelier VT 05602 PC Support of Organization 2000 Old Stone House Museum 109 Old Stone House Rd Orleans VT 05860 PC Support of Organization 2000 Community Sailing Center 505 Lake St Burlington VT 05401 PC Support of Organization 2500 CASAN 2103 Coral Way 2nd Floor Miami FL 331433146 PC Support of Organization 5000 VNA Home Health Hospice 1070 Holt Ave Suite 1400 Manchester NH 03109 PC Support of the Organization 2500 United Way of Northwest Vermont 412 Farrell St Ste 200 South Burlington VT 05403 PC Support of the Organization 1000 Muso Health 3254 19th St San Francisco CA 94110 PC Support of the Organization 750 Reach Out and Read 89 South St Ste 201 Boston MA 02111 PC Support of the Organization 750 Thorton Wilder Society 1 Normal Ave Montclair NJ 07043 PC Support of the Organization 500 Shakespeare Theater Company 610 F St NW Washington DC 20004 PC Support of the Organization 3000 Carigan Mountain School 62 Alumni Dr Canaan NH 03741 PC Support of the Organization 10000 UNC Health Foundation 123 W Franklin St Ste 510 Chapel Hill NC 27516 PC Support of the Organization 3000 College of Engineering Univ of Cali 101 Sproul Hall Berkeley CA 94720 PC Support of the Organization 5000 Fistula Foundation 1700 The Alameda San Jose CA 95126 PC Support of the Organization 750 Mission Brain Foundation 3001 Bridgeway Sausalito CA 94965 PC Support of the Organization 1674 Lund Center 50 Joy Dr South Burlington VT 05403 PC Support of the Organization 1500 Orleans County Historical Society 109 Old Stone House Rd Orleans VT 05860 PC Support of the Organization 1500 157624 0 115990 115990 115990 false false false false false false false false false false Corporate Bonds 1835680 1839010 Corporate Stock 550749 621099 Other Assets 123889 123484 NonDividends Distribution Schw 10849 10849 0 Cap Gain Distribution Schwab 7031 7031 0 2024 checks cashed in 2025 8334 Accounting fees 1198 0 0 1198 Postal Service 100 0 0 100 State of CT Filing Fee 200 0 0 200 Legal fees 11121 0 0 11121 Foreign Taxes Charles Schwab 2110 2110 0 0