2025-02-17T14:39:08-06:00 2024-03-31 992277914 EAG NEW ENGLAND LLC 160 FEDERAL STREET 9TH FLOOR BOSTON MA 02110 990PF 2023-04-01 202727759 CASTANEA FOUNDATION INC CAST 9782571826 PO BOX 64 MONTPELIER VT 05601 WALLACE W TAPIA CPA SECRETARY & AUTHORIZED TAX OFFICER 9782571826 2025-02-17 1 0 EUGENE BORGONZI P01269879 6172276161 2025-02-13 2023 2025-03-06 01:10:19Z X 5562102 X X 165847 165847 165847 38449 38449 38449 2387 2387 0 153243 -19319 -10317 -19319 187364 196366 338220 0 0 0 0 38108 7622 7622 29115 15250 7625 7625 7100 2394 1197 1197 1197 55752 16444 16444 37412 0 0 55752 16444 16444 37412 131612 179922 321776 224754 328304 328304 3541178 3700781 3700781 2077 2077 2077 1663574 1530940 1530940 5431583 5562102 5562102 19343 18250 19343 18250 X 5412240 5543852 5412240 5543852 5431583 5562102 5412240 131612 0 5543852 0 5543852 FROM CELLARS AT JASPER HILL LLC K-1 2387 2387 2387 0 2501 0 2501 0 2501 0 0 5000 0 5000 150 2349 2349 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 1 0 0 0 1 WWW.CASTANEAFOUNDATION.ORG ADVISORS OF VERMONT PLLC 9782571826 C/O TRENHOLM 19 DUNBAR DR ESSEX JCT VT 05452 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WALLACE TAPIA 100 STATE STREET 510 MONTPELIER VT 05601 SECRETARY 2.00 0 0 0 AUSTIN D HART 100 STATE STREET 510 MONTPELIER VT 05601 TREASURER 2.00 0 0 0 MEGAN CAMP 100 STATE STREET 510 MONTPELIER VT 05601 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 CASTANEA HAS BEEN ORGANIZED AND IS OPERATED TO FURTHER CHARITABLE, EDUCATIONAL, AND OTHER EXEMPT PURPOSES INCLUDING (I) RESEARCHING AND DEVELOPING SOLUTIONS TO PROTECT THE ENVIRONMENT; (II) PRESERVING, PROTECTING, AND ENHANCING LAND IN ITS NATURAL, SCENIC, HISTORIC, AGRICULTURAL, FORESTED, OR OPEN-SPACE CONDITION; (III) CONSERVING AND PROTECTING ECOLOGICALLY SIGNIFICANT LANDS BY SUPPORTING SUSTAINABLE LAND USE; (IV) EDUCATING THE PUBLIC ON THE BENEFITS OF ENVIRONMENTAL PROTECTION, CONSERVATION, AND THE PRESERVATION OF LAND AND OTHER NATURAL RESOURCES; (V) FOSTERING RURAL ECONOMIC DEVELOPMENT OPPORTUNITIES, SUPPORTING VOCATIONAL TRAINING, AND PROVIDING EMPLOYMENT TO AT-RISK WORKERS THEREBY REDUCING THE SOCIAL SERVICE BURDENS OF GOVERNMENT; AND, (VI) INVESTING IN OR MAKING GRANTS TO ENTERPRISES THAT FURTHER ONE OR MORE OF THE FOREGOING TAX-EXEMPT PURPOSES. 37412 0 0 3936682 0 3936682 0 0 3936682 59050 3877632 193882 X 37412 0 37412 2005-04-20 X 193882 172330 165744 0 531956 164800 146481 140882 0 452163 37412 1034160 538034 283092 1892698 0 800000 250000 20000 1070000 37412 234160 288034 263092 822698 0 0 129255 114887 110496 123432 478070 0 0 0 0 X 0 0 14 165847 14 38449 18 2387 K-1 INCOME/(LOSS) FROM PRI'S -19319 0 206683 -19319 187364 11A INCOME (LOSS) FROM PROGRAM-RELATED INVESTMENTS (AGRICULTURAL VIABILITY AND SUSTAINABILITY) IN LIMITED LIABILITY COMPANIES. 0 0 0 0 0 0 0 0 0 0 TAX, ATTEST & ADVISORY SERVICES 15250 7625 7625 7100 LEGAL FEES 38108 7622 7622 29115 PRI: INVESTMENT IN LLC - THE CELLARS AT JASPER HILL 565338 561289 561289 PRI: INVESTMENT IN FLEXIBLE CAPITAL FUND - VSJF 96105 90838 90838 PRI: INVESTMENT IN LOW-PROFIT LLC - TAPROOT CAPITAL FUND 720604 751437 751437 PRI: 3% MORTGAGE RECEIVABLE - UNRELATED INDIVIDUALS 62008 48178 48178 PRI: 3.5% NOTE RECEIVABLE - UNRELATED INDIVIDUALS 74015 46551 46551 PRI: 1% NOTE RECEIVABLE - VCLF 100000 PRI: 1.25% NOTE RECEIVABLE - VCLF 6000 ACCRUED INTEREST & PREFERRED DIVIDENDS RECEIVABLE 1968 1060 1060 PRI: NOTE RECEIVABLE - JONESLAN FARM 37536 31587 31587 INSURANCE 2394 1197 1197 1197 K-1 INCOME/(LOSS) FROM PRI'S -19319 -10317 -19319