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        <StateAbbreviationCd>NY</StateAbbreviationCd>
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      <PreparerPersonNm>Jeffrey D Haskell</PreparerPersonNm>
      <PTIN>P01345770</PTIN>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Andrew Davis Blum</PersonNm>
          <USAddress>
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        <OfficerDirTrstKeyEmplGrp>
          <PersonNm>Christopher Guion Blum</PersonNm>
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          <TitleTxt>Co- Pres, Dir, Sec</TitleTxt>
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            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02568</ZIPCd>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>MV YOUTH INC</BusinessNameLine1Txt>
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            <CityNm>CHILMARK</CityNm>
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            <ZIPCd>02535</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
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          <GrantOrContributionPurposeTxt>Captains For Kids</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>NATIONAL FILM PRESERVE LTD</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>800 JONES ST</AddressLine1Txt>
            <CityNm>BERKELEY</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>94710</ZIPCd>
          </RecipientUSAddress>
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          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>Telluride Film Festival for Show Ring Sponsorship</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>SANCTUARY AT HOMESTEAD</BusinessNameLine1Txt>
          </RecipientBusinessName>
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            <CityNm>MILFORD</CityNm>
            <StateAbbreviationCd>OH</StateAbbreviationCd>
            <ZIPCd>45150</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>General &amp; Unrestricted</GrantOrContributionPurposeTxt>
          <Amt>5000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>UNIVERSITY OF CALIFORNIA SANTA BARBARA - ARTS &amp; LE</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>BLDG 402 UNIVERSITY OF CALIFORNIA S</AddressLine1Txt>
            <CityNm>SANTA BARBARA</CityNm>
            <StateAbbreviationCd>CA</StateAbbreviationCd>
            <ZIPCd>93106</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>General &amp; Unrestricted</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>VINEYARD CONSERVATION SOCIETY INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>PO BOX 2189</AddressLine1Txt>
            <CityNm>VINEYARD HVN</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02568</ZIPCd>
          </RecipientUSAddress>
          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>General &amp; Unrestricted</GrantOrContributionPurposeTxt>
          <Amt>30000</Amt>
        </GrantOrContributionPdDurYrGrp>
        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>WOODWELL CLIMATE RESEARCH CENTER INC</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>149 WOODS HOLE RD</AddressLine1Txt>
            <CityNm>FALMOUTH</CityNm>
            <StateAbbreviationCd>MA</StateAbbreviationCd>
            <ZIPCd>02540</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>MVC Climate Task Force Carbon Dynamics Study</GrantOrContributionPurposeTxt>
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        <GrantOrContributionPdDurYrGrp>
          <RecipientBusinessName>
            <BusinessNameLine1Txt>YOUNG MENS CHRISTIAN ASSOCIATION BLUE RIDGE ASSEMB</BusinessNameLine1Txt>
          </RecipientBusinessName>
          <RecipientUSAddress>
            <AddressLine1Txt>84 BLUE RIDGE CIR</AddressLine1Txt>
            <CityNm>BLACK MTN</CityNm>
            <StateAbbreviationCd>NC</StateAbbreviationCd>
            <ZIPCd>28711</ZIPCd>
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          <RecipientRelationshipTxt>N/A</RecipientRelationshipTxt>
          <RecipientFoundationStatusTxt>PC</RecipientFoundationStatusTxt>
          <GrantOrContributionPurposeTxt>the Blue Ridge Assembly's Green Rocker Society</GrantOrContributionPurposeTxt>
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        </GrantOrContributionPdDurYrGrp>
        <TotalGrantOrContriPdDurYrAmt>195500</TotalGrantOrContriPdDurYrAmt>
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        <MembershipDuesAndAssmntGrp />
        <IntOnSavAndTempCashInvstGrp>
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        <NetRntlIncmReDebtFincdPropGrp />
        <NetRntlIncmReNotDebtFincdProp />
        <NetRentalIncomePersonalPropGrp />
        <OtherInvestmentIncomeGrp />
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          <ExclusionCd>18</ExclusionCd>
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        <TotalIncomeProducingActyAmt>176771</TotalIncomeProducingActyAmt>
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      <TrnsfrTransRlnNonchrtblEOGrp>
        <TrnsfrOfCashToNonchrtblEOInd>false</TrnsfrOfCashToNonchrtblEOInd>
        <TrnsfrOtherAssetNonchrtblEOInd>false</TrnsfrOtherAssetNonchrtblEOInd>
        <SalesOrExchangesOfAssetsInd>false</SalesOrExchangesOfAssetsInd>
        <PurchaseOfAssetsNonchrtblEOInd>false</PurchaseOfAssetsNonchrtblEOInd>
        <RentalOfFacilitiesOthAssetsInd>false</RentalOfFacilitiesOthAssetsInd>
        <ReimbursementArrangementsInd>false</ReimbursementArrangementsInd>
        <LoansOrLoanGuaranteesInd>false</LoansOrLoanGuaranteesInd>
        <PerformanceOfServicesEtcInd>false</PerformanceOfServicesEtcInd>
        <SharingOfFacilitiesEtcInd>false</SharingOfFacilitiesEtcInd>
        <RelationshipsNonchrtblEOInd>false</RelationshipsNonchrtblEOInd>
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        <EOYFMVAmt>48951</EOYFMVAmt>
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      <InvestmentsCorporateBondsGrp>
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        <EOYFMVAmt>19047</EOYFMVAmt>
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        <EOYFMVAmt>25366</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>ADOBE SYSTEMS, INC</StockNm>
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        <EOYFMVAmt>12452</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>ALPHABET INC CL A</StockNm>
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        <EOYFMVAmt>18705</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>APPLE INC</StockNm>
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        <EOYFMVAmt>24427</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>ARCHER DANIELS MDLND</StockNm>
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        <EOYFMVAmt>8542</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>ASML HOLDING NV NY REG SHS</StockNm>
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        <EOYFMVAmt>14753</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>AT&amp;T, INC</StockNm>
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        <EOYFMVAmt>21135</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>BERKSHIRE HATHAWAY INC. CLASS</StockNm>
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        <EOYFMVAmt>15754</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>BROADCOM INC</StockNm>
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        <EOYFMVAmt>16774</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>CATERPILLAR INC</StockNm>
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        <EOYFMVAmt>13176</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>CISCO SYSTEMS INC</StockNm>
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        <EOYFMVAmt>20390</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>COMMUNICATION SVCS SLCT SCTR S</StockNm>
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        <EOYFMVAmt>40216</EOYFMVAmt>
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      <InvestmentsCorporateStockGrp>
        <StockNm>CONSUMER DISCRETIONARY SELECT</StockNm>
        <EOYBookValueAmt>33851</EOYBookValueAmt>
        <EOYFMVAmt>30223</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>CONSUMER STAPLES SELECT SECTOR</StockNm>
        <EOYBookValueAmt>21161</EOYBookValueAmt>
        <EOYFMVAmt>21470</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>DEERE CO</StockNm>
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        <EOYFMVAmt>12863</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>EXXON MOBIL CORP</StockNm>
        <EOYBookValueAmt>9150</EOYBookValueAmt>
        <EOYFMVAmt>9045</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>FT-PREFERRED SECUR &amp; INC ETF</StockNm>
        <EOYBookValueAmt>84108</EOYBookValueAmt>
        <EOYFMVAmt>83159</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>GOLDMAN SACHS GROUP</StockNm>
        <EOYBookValueAmt>6800</EOYBookValueAmt>
        <EOYFMVAmt>6181</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>HONEYWELL INTL</StockNm>
        <EOYBookValueAmt>12366</EOYBookValueAmt>
        <EOYFMVAmt>13287</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>HUMANA INC</StockNm>
        <EOYBookValueAmt>7986</EOYBookValueAmt>
        <EOYFMVAmt>8195</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ISHARES BARCLAYS 1-3 YEAR TREA</StockNm>
        <EOYBookValueAmt>83082</EOYBookValueAmt>
        <EOYFMVAmt>82793</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ISHARES DJ US HCIF</StockNm>
        <EOYBookValueAmt>8354</EOYBookValueAmt>
        <EOYFMVAmt>8242</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ISHARES IBOXX $ INVESTMENT GRA</StockNm>
        <EOYBookValueAmt>83373</EOYBookValueAmt>
        <EOYFMVAmt>81392</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>ISHARES ULTRA SHORT TERM BOND</StockNm>
        <EOYBookValueAmt>84650</EOYBookValueAmt>
        <EOYFMVAmt>84567</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>JP MORGAN CHASE</StockNm>
        <EOYBookValueAmt>12593</EOYBookValueAmt>
        <EOYFMVAmt>12874</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>LENNAR CORP</StockNm>
        <EOYBookValueAmt>12484</EOYBookValueAmt>
        <EOYFMVAmt>12489</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>LOCKHEED MARTIN CORP</StockNm>
        <EOYBookValueAmt>15306</EOYBookValueAmt>
        <EOYFMVAmt>20433</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MERCK &amp; CO INC</StockNm>
        <EOYBookValueAmt>28629</EOYBookValueAmt>
        <EOYFMVAmt>34395</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>META PLATFORMS INC</StockNm>
        <EOYBookValueAmt>12572</EOYBookValueAmt>
        <EOYFMVAmt>12756</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MICROSOFT CORP</StockNm>
        <EOYBookValueAmt>34768</EOYBookValueAmt>
        <EOYFMVAmt>33095</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>MORGAN STANLEY</StockNm>
        <EOYBookValueAmt>11622</EOYBookValueAmt>
        <EOYFMVAmt>12073</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SELECT SECTOR SPDR ENERGY FUND</StockNm>
        <EOYBookValueAmt>8610</EOYBookValueAmt>
        <EOYFMVAmt>8922</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SELECT SECTOR SPDR INDUSTRIAL</StockNm>
        <EOYBookValueAmt>19989</EOYBookValueAmt>
        <EOYFMVAmt>21017</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SELECT SECTOR SPDR UTILITIES</StockNm>
        <EOYBookValueAmt>16844</EOYBookValueAmt>
        <EOYFMVAmt>17202</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SELECT SECTOR SPDR-HEALTH CARE</StockNm>
        <EOYBookValueAmt>33053</EOYBookValueAmt>
        <EOYFMVAmt>33963</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SPDR BARCLAYS CAPITAL 1-3 MONT</StockNm>
        <EOYBookValueAmt>84362</EOYBookValueAmt>
        <EOYFMVAmt>84334</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>SPDR DOW JONES INDUSTRIAL AVER</StockNm>
        <EOYBookValueAmt>41632</EOYBookValueAmt>
        <EOYFMVAmt>42742</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>STEEL DYNAMICS INC</StockNm>
        <EOYBookValueAmt>13064</EOYBookValueAmt>
        <EOYFMVAmt>13287</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>UNITEDHEALTH GROUP INC</StockNm>
        <EOYBookValueAmt>19618</EOYBookValueAmt>
        <EOYFMVAmt>32341</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD FTSE EUROPEAN ETF</StockNm>
        <EOYBookValueAmt>18655</EOYBookValueAmt>
        <EOYFMVAmt>18683</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>VANGUARD INTL HIGH DIV YIELD E</StockNm>
        <EOYBookValueAmt>16767</EOYBookValueAmt>
        <EOYFMVAmt>16560</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>WAL-MART STORES INC</StockNm>
        <EOYBookValueAmt>31636</EOYBookValueAmt>
        <EOYFMVAmt>32895</EOYFMVAmt>
      </InvestmentsCorporateStockGrp>
      <InvestmentsCorporateStockGrp>
        <StockNm>YUM BRANDS INC</StockNm>
        <EOYBookValueAmt>54232</EOYBookValueAmt>
        <EOYFMVAmt>79538</EOYFMVAmt>
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      <USGovtObligationsBookVlEOYAmt>39700</USGovtObligationsBookVlEOYAmt>
      <USGovtObligationsEOYFMVAmt>39030</USGovtObligationsEOYFMVAmt>
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        <Desc>Administrative Fees</Desc>
        <RevenueAndExpensesPerBooksAmt>10025</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>10025</DisbursementsCharitablePrpsAmt>
      </OtherExpensesScheduleGrp>
      <OtherExpensesScheduleGrp>
        <Desc>State or Local Filing Fees</Desc>
        <RevenueAndExpensesPerBooksAmt>25</RevenueAndExpensesPerBooksAmt>
        <DisbursementsCharitablePrpsAmt>25</DisbursementsCharitablePrpsAmt>
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      <OtherProfessionalFeesDetail>
        <CategoryTxt>Investment Management Services</CategoryTxt>
        <Amt>18407</Amt>
        <NetInvestmentIncomeAmt>18407</NetInvestmentIncomeAmt>
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    </OtherProfessionalFeesSchedule>
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        <CategoryTxt>990-PF Estimated Tax for 2022</CategoryTxt>
        <Amt>2600</Amt>
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      <TaxesDetail>
        <CategoryTxt>990-PF Extension for 2021</CategoryTxt>
        <Amt>700</Amt>
      </TaxesDetail>
    </TaxesSchedule>
  </ReturnData>
</Return>
