2025-10-23T09:21:12-05:00 2024-12-31 010523282 Berry Dunn McNeil & Parker LLC 1000 Elm Street 4th Floor Manchester NH 03101 990PF 2024-01-01 223030227 Vermont Foundation for Children & Families VERM 8024886906 102 S Winooski Ave Burlington VT 05401 Steven Maneely Treasurer 8024886906 2025-10-22 1 1 Melissa Magoon CPA P01712842 6036697337 2025-10-22 2024 2025-03-06 01:10:19Z X X 6612834 X X 1898 1898 159482 169280 0 1606822 0 161380 171178 0 0 0 4750 3800 2217 44780 41267 2401 7500 1108 0 1807 10639 120 58837 56814 4738 293990 1289 352827 56814 6027 -191447 114364 69779 42269 42269 645736 412036 412036 296305 1298 1298 1277798 689879 689879 3522429 4239956 4239956 224855 242197 242197 301961 985199 985199 6338863 6612834 6612834 5017 3750 5017 3750 X 6333846 6609084 0 0 0 0 6333846 6609084 6338863 6612834 6333846 -191447 466685 6609084 0 6609084 Publicly Traded Securities 1606822 1685980 -79158 -79158 -79158 1590 0 1590 0 1590 2240 0 1000 0 3240 0 1650 1650 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 0 0 0 0 1 N/A Steven Maneely 8024886938 102 S Winooski Ave Burlington VT 05401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Sandra L McGuire 102 S Winooski Ave Burlington VT 05401 President 1.00 0 0 0 John McSoley 102 S Winooski Ave Burlington VT 05401 Chair 1.00 0 0 0 Steven Maneely 102 S Winooski Ave Burlington VT 05401 Treasurer 1.00 0 0 0 Kelsi Cross 102 S Winooski Ave Burlington VT 05401 Secretary 1.00 0 0 0 Geraldine Bloomberg 102 S Winooski Ave Burlington VT 05401 Director 1.00 0 0 0 Matthew Frazee 102 S Winooski Ave Burlington VT 05401 Director 1.00 0 0 0 Walter McCarthy 102 S Winooski Ave Burlington VT 05401 Director 1.00 0 0 0 Mat Robitaille 102 S Winooski Ave Burlington VT 05401 Director 1.00 0 0 0 NONE 0 NONE 0 No Direct Charitable Activities 0 0 5634299 734400 0 6368699 0 0 6368699 95530 6273169 313658 313658 1590 1590 312068 0 312068 0 312068 6027 0 6027 312068 0 0 16074 16074 6027 0 0 0 6027 0 16074 16074 0 0 0 0 0 289967 0 0 0 X Howard Center Inc 102 S Winooski Ave Burlington VT 05401 PC Program Funding 1289 1289 0 14 1898 14 159482 18 0 161380 0 161380 0 0 0 0 0 0 0 0 0 0 Accounting Fees 4750 3800 2217 Vermont Foundation for Children & Families is electing to apply current year excess qualifying distributions to prior years under Section 53.4942(a)-3. 50000 Shrs of BANK OF AMERICA CORP FXD TO 032028 VAR THRAFTR 5.8750% 51035 51035 100000 Shrs of CITIGROUP INC FXD TO 082026 VAR THRAFTR 6.2500% 102333 102333 50000 Shrs of PNC FIN SERVICES GROUP INC FXD TO 092027 VAR THRAFTR 50358 50358 14000 Shrs of CHEVRON CORP 13933 13933 25000 Shrs of WALT DISNEY CO/THE 24538 24538 1500 Shrs of INTACT FINL CORP CL A 31932 31932 1500 Shrs of SPDR S&P DIVIDEND (SDY) 198150 198150 3012 Shrs of VANGUARD INTERMEDIATE TERM COR (VCIT) 241773 241773 220 Shrs of VANGUARD MID-CAP ETF INDEX (VO) 58109 58109 390 Shrs of VANGUARD SMALL CAP ETF (VB) 93709 93709 928 Shrs of ADVANCED MICRO DEVICES (AMD) 112093 112093 474 Shrs of ALEXANDRIA REAL ESTATE EQ INC (ARE) 46239 46239 1925 Shrs of ALPHABET INC CL A (GOOGL) 335478 335478 1000 Shrs of AMAZON COM INC (AMZN) 188729 188729 306 Shrs of AMGEN INC (AMGN) 79753 79753 1140 Shrs of APPLE INC (AAPL) 240913 240913 500 Shrs of BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 165269 165269 37 Shrs of BLACKROCK INC (BLK) 37929 37929 290 Shrs of CARRIER GLOBAL CORPORATION (CARR) 19795 19795 459 Shrs of CATERPILLAR INC (CAT) 147585 147585 43 Shrs of CHEVRON CORP (CVX) 6228 6228 1400 Shrs of CISCO SYS INC (CSCO) 82880 82880 403 Shrs of CITIGROUP INC NEW (C) 28367 28367 98 Shrs of DEERE & CO (DE) 41523 41523 100 Shrs of GENL DYNAMICS CORP (GD) 26349 26349 329 Shrs of HOME DEPOT INC (HD) 118278 118278 300 Shrs of HONEYWELL INTL INC (HON) 67070 67070 200 Shrs of JPMORGAN CHASE & CO (JPM) 35942 35942 200 Shrs of LOCKHEED MARTIN CORP (LMT) 94143 94143 59 Shrs of LOWES COMPANIES INC (LOW) 14561 14561 100 Shrs of MASTERCARD INC CL A (MA) 52657 52657 160 Shrs of MICROSOFT CORP (MSFT) 63584 63584 421 Shrs of NEXTERA ENERGY INC (NEE) 30181 30181 145 Shrs of OTIS WORLDWIDE CORP (OTIS) 13428 13428 200 Shrs of PALO ALTO NETWORKS INC (PANW) 36296 36296 423 Shrs of PAYPAL HLDGS INC COM (PYPL) 36103 36103 900 Shrs of PROCTER & GAMBLE (PG) 150650 150650 290 Shrs of RTX CORPORATION (RTX) 33559 33559 500 Shrs of STARBUCKS CORP WASHINGTON (SBUX) 45565 45565 208 Shrs of TARGET CORPORATION (TGT) 28113 28113 137 Shrs of THERMO FISHER SCIENTIFIC (TMO) 71270 71270 200 Shrs of TOTALENERGIES SE SPONSORED ADS (TTE) 10900 10900 300 Shrs of UNITEDHEALTH GP INC (UNH) 148799 148799 440 Shrs of VISA INC CL A (V) 120847 120847 300 Shrs of ZOETIS INC CLASS-A (ZTS) 48879 48879 1486 Shrs of GOLDMAN SACHS ACCESS TRE 0-1 Y (GBIL) 148481 148481 415 Shrs of VANGUARD INFO TECH ETF (VGT) 258047 258047 694 Shrs of VANGUARD SM CAP GROWTH ETF (VBK) 194362 194362 125 Shrs of 3I GROUP PLC UNSPONS ADR (TGOPY) 2790 2790 64.165 Shrs of ABB LTD ADR (ABBNY) 3474 3474 18.897 Shrs of ALCON INC (ALC) 1604 1604 8.227 Shrs of ARGENX SE ADR (ARGX) 5060 5060 91.42 Shrs of ASICS CORP ADR (ASCCY) 1809 1809 9.261 Shrs of ASML HOLDING NV NY REG NEW (ASML) 6419 6419 96.365 Shrs of ASTRAZENECA PLC ADR (AZN) 6314 6314 242 Shrs of ATLAS COPCO AS A ADR A NEW (ATLKY) 3698 3698 341 Shrs of BANCO BILBAO VIZ ARG SA ADS (BBVA) 3315 3315 144 Shrs of BRAMBLES LTD SPONSORED ADR (BXBLY) 3431 3431 86.259 Shrs of CANADIAN PACIFIC KANSAS CITY (CP) 6243 6243 10.96 Shrs of CHECK POINT SOFTWARE TECH LTD (CHKP) 2046 2046 154 Shrs of COMPASS GROUP PLC SPD ADR (CMPGY) 5134 5134 55.118 Shrs of CRH PLC (CRH) 5100 5100 355 Shrs of DANONE SPONSORED ADR (DANOY) 4788 4788 196 Shrs of DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 4514 4514 194 Shrs of DEUTSCHE TELEKOM AG ADR (DTEGY) 5804 5804 106 Shrs of EDP ENERGIAS DE PORTGUAL SA (EDPFY) 3393 3393 9.329 Shrs of FERRARI N V (RACE) 3963 3963 39.774 Shrs of GIVAUDAN SA ADR (GVDNY) 3481 3481 259 Shrs of HALEON PLC ADR (HLN) 2471 2471 63.879 Shrs of HDFC BANK LTD ADR (HDB) 4079 4079 9.897 Shrs of HERMES INTL SCA UNSPON ADR (HESAY) 2380 2380 37.059 Shrs of HOYA CORP SPONS ADR (HOCPY) 4672 4672 14.626 Shrs of ICON PLC (ICLR) 3067 3067 343 Shrs of INDUSTRIA DE DISENO TEXTIL IND (IDEXY) 8815 8815 207 Shrs of INTESA SANPAOLO S.P.A. ADR (ISNPY) 4968 4968 56.575 Shrs of L OREAL CO ADR (LRLCY) 4005 4005 60.081 Shrs of LENOVO GROUP LTD SPONS ADR (LNVGY) 1559 1559 9.183 Shrs of LINDE PLC (LIN) 3845 3845 1348 Shrs of LLOYDS BANKING GROUP PLC (LYG) 3667 3667 242 Shrs of LONDON STK EXCHANGE GROUP ADR (LNSTY) 8551 8551 35.554 Shrs of LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 4679 4679 212 Shrs of MITSUBISHI UFJ FINCL GRP ADS (MUFG) 2485 2485 56.369 Shrs of MONOTARO CO LTD ADR (MONOY) 958 958 54.54 Shrs of NOMURA RESH INST LTD ADR (NRILY) 1617 1617 107 Shrs of NOVO NORDISK A/S ADR (NVO) 9204 9204 224 Shrs of OLYMPUS CORP ADR (OLYMY) 3379 3379 120 Shrs of PUBLICIS GROUPE SA ADR (PUBGY) 3200 3200 124 Shrs of RELX PLC SPONSORED ADR (RELX) 5632 5632 52.497 Shrs of RENTOKIL INITIAL PLC ADR (RTO) 1329 1329 61.999 Shrs of SAFRAN SA (SAFRY) 3404 3404 38.574 Shrs of SAP AG (SAP) 9497 9497 110 Shrs of SCHNEIDER ELEC SA UNSP ADR (SBGSY) 5488 5488 48.502 Shrs of SEA LIMITED ADR (SE) 5146 5146 43.082 Shrs of SHOPIFY INC (SHOP) 4581 4581 123 Shrs of SMC CORP JAPAN SPONSORED ADR (SMCAY) 2433 2433 342.534 Shrs of SONY GROUP CORPORATION ADR (SONY) 7248 7248 5.152 Shrs of SPOTIFY TECHNOLOGY SA (SPOT) 2305 2305 184 Shrs of STRAUMANN HLDG AG ADR (SAUHY) 2320 2320 19.054 Shrs of TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 3763 3763 132 Shrs of TERUMO CORP ADR UNSPONS ADR (TRUMY) 2572 2572 26 Shrs of THOMSON REUTERS CORP (TRI) 4170 4170 106 Shrs of TOKI MARINE HOLDING INS ADR (TKOMY) 3863 3863 62.755 Shrs of TOKYO ELECTRON LTD UNSPON ADR (TOELY) 4829 4829 17.726 Shrs of UCB SA UNSPON ADR (UCBJY) 1764 1764 80.525 Shrs of UNILEVER PLC (NEW) ADS (UL) 4566 4566 20.888 Shrs of ZAI LAB LTD-ADR (ZLAB) 547 547 659271 659271 30608 30608 673455.34 Shrs of INVESCO PREM US GOVT MNY INST (IUGXX) FMV 673455 673455 211743.95 Shrs of MSILF GOVERNMENT PTF INST (MVRXX) FMV 211744 211744 100000 Shrs of MSILF GOVERNMENT PTF INST (MVRXX) FMV 100000 100000 Insurance 1687 0 0 Accrued Interest 0 10639 0 Miscellaneous Expenses 120 0 120 Unrealized Gain on Investments 466685 Consulting Fee 15101 12081 2401 Investment Management Fees 29679 29186 0 Foreign Taxes 0 1108 0 Excise Taxes 7500 0 0