2025-08-25T10:05:34-05:00 2024-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2024-01-01 260830400 BERMIL FOUNDATION INC BERM 8024642165 PO BOX 682 WILMINGTON VT 05363 NANCY CRAWFORD PRESIDENT/TREASURER 8024642165 2025-08-21 1 1 FREDERICK MARTENS P00298107 2126972299 2024 2025-03-06 01:10:19Z X 2641424 X 1446526 32102 32102 43767 280900 43767 1522395 75869 0 0 0 37532 0 37532 4813 2407 2406 23698 23698 0 1963 0 1963 68006 26105 41901 30500 30500 98506 26105 72401 1423889 49764 12846 55954 55954 20482 0 154723 154989 457549 1511821 2323898 4388 105446 106583 495265 1827944 2641424 0 0 X 495265 1827944 495265 1827944 495265 1827944 495265 1423889 0 1919154 91210 1827944 PUBLICLY TRADED SECURITIES D 151763 164546 -12783 -12783 PUBLICLY TRADED SECURITIES D 129137 72587 56550 56550 43767 692 0 692 0 692 280 0 1500 0 1780 18 1070 1070 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 0 0 1 0 0 1 N/A THE FOUNDATION 8024642165 PO BOX 682 WILMINGTON VT 05363 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL L SINGER DECEASED 31424 PO BOX 682 WILMINGTON VT 05363 DIRECTOR/PRESIDENT 1.00 0 0 0 NANCY CRAWFORD PO BOX 682 WILMINGTON VT 05363 PRESIDENT/TREASURER 8.00 0 0 0 JONATHAN FOGELSON PO BOX 682 WILMINGTON VT 05363 SECRETARY 8.00 0 0 0 JASON BREGMAN PO BOX 682 WILMINGTON VT 05363 DIRECTOR 8.00 0 0 0 NONE 0 NONE 0 0 1771492 32767 0 1804259 0 0 1804259 27064 1777195 88860 88860 692 692 88168 0 88168 0 88168 72401 0 72401 88168 8568 0 0 72401 8568 0 0 63833 0 0 0 0 0 0 0 0 24335 0 0 0 MICHAEL L SINGER DECEASED 31424 X ART IN THE NEIGHBORHOOD 62 WEST STREET BRATTLEBORO VT 05301 PC GENERAL SUPPORT 2000 BOUND FOR COLLEGE 1730 S FEDERAL HWY DELRAY BEACH FL 33483 PC GENERAL SUPPORT 2000 BRATTLEBORO AREA HOSPICE 191 CANAL STREET BRATTLEBORO VT 05301 PC GENERAL SUPPORT 1500 BRATTLEBORO MUSEUM ART CENTER 10 VERNON STREET BRATTLEBORO VT 05301 PC GENERAL SUPPORT 2000 COMMUNITY GREENING CORP SOCIAL IMPACT LAB AT LYNN UNIVERIST 3601 N MILITARY TRAIL BOCA RATON FL 33431 PC GENERAL SUPPORT 1000 COMMUNITY MUSIC SCHOOL OF SPRINGFIELD 127 STATE STREET SPRINGFIELD MA 01103 PC GENERAL SUPPORT 2000 FAIRBANKS MUSEUM PLANETARIUM 1302 MAIN STREET ST JOHNSBURY VT 05891 PC GENERAL SUPPORT 1000 GREAT BARRINGTON HOUSATONIC RIVER WALK PO BOX 1018 GREAT BARRINGTON MA 01230 PC GENERAL SUPPORT 2000 MAYA EDUCATIONAL FOUNDATION PO BOX 1483 WELLFLEET MA 02667 PC GENERAL SUPPORT 2000 ONE ELEUTHERA FOUNDATION 513 VILLAGE WALK LANE CLEMSON SC 29631 PC GENERAL SUPPORT 2000 SUSAN G KOMEN PO BOX 98060 WASHINGTON DC 200908060 PC GENERAL SUPPORT 1000 THE AVENUE CONCEPT 304 LOCKWOOD ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 2000 THE AVENUE CONCEPT 304 LOCKWOOD ST PROVIDENCE RI 02907 PC GENERAL SUPPORT 1000 THE CHILDREN'S HEALING INSTITUTE 2161 PALM BEACH LAKES BLVD STE 212 WEST PALM BEACH FL 33409 PC GENERAL SUPPORT 1000 THE DUBOIS FREEDOM CENTER PO BOX 1075 GREAT BARRINGTON MA 01230 PC GENERAL SUPPORT 2000 THE LANDMARK TRUST USA 707 KIPLING ROAD DUMMERSTON VT 05301 PC GENERAL SUPPORT 2000 WINDHAM WINDSOR HOUSING TRUST 68 BIRGE STREET BRATTLEBORO VT 05301 PC GENERAL SUPPORT 2000 YOUTH SERVICES PO BOX 6008 BRATTLEBORO VT 053026008 PC GENERAL SUPPORT 2000 30500 0 14 32102 18 43767 0 75869 0 75869 0 0 0 0 0 0 0 0 0 0 X X 1 THE ESTATE OF MICHAEL SINGER 321 NW 1ST AVE DELRAY BEACH FL 33444 1446526 X X 1 PUBLICLY TRADED SECURITIES 1412028 2024-07-01 ACCOUNTING FEES 4813 2407 2406 THE FOUNDATION WAS FORMED IN DELAWARE AND IS NOT REQUIRED TO SUBMIT A COPY OF FORM 990-PF TO THE ATTORNEY GENERAL. $5,000 WELLS FARGO 3.9% DUE 1/26/69 4388 4856 FLORIDA PWR & LIGHT CO 1964 1990 FLORIDA POWER & LIGHT CO 3891 3948 ALLSTATE CORP NTS B/E 2815 2892 JOHNSON & JOHNSON B/E 2889 2933 SUNTRUST BANK ATLANTA 2885 2937 WALT DISNEY COMPANY 3757 3840 DUKE ENERGY FLORIDA LLC 5755 5841 AMER EXPRESS CO NTS B/E 4711 4787 U.S. BANCORP NTS B/E 4642 4740 NATIONAL RURAL UTIL COOP 2858 2881 NORTHERN TRUST CORP B/E 3839 3862 ONCOR ELEC DELIVERY CO 5738 5771 MIDSMERICAN ENERGY CO 1899 1907 BANK OF AMER CORP B/E 3878 3898 JPMORGAN CHASE & CO B/E 3908 3919 PNC FINL SERV GRP INC 4423 4440 GOLDMAN SACHS GROUP INC 4708 4692 ECOLAB INC B/E 3002 3003 COCA-COLA CO/THE B/E 3769 3774 MASTERCARD INC B/E 3728 3737 PUB SVC CO OF COLO B/E 4036 4114 TEXAS INSTRUMENTS INC 4194 4190 ALABAMA POWER CO B/E 5248 5267 ST STREET CORP B/E 4661 4667 BANK OF NY MELLON CORP 5108 4954 SPOR BLOOMBERG 1-3 MONTH 2752 2743 ABBVIE INC COM 12841 25589 ALPHABET INC CL A 9341 53004 AMGEN INC 14738 52128 APPLE INC 3871 180302 AT&T INC 18843 25047 BROADCOM INC 13835 113602 CONSTELLATION BRANDS INC CL A 7471 10608 COSTCO WHOLESALE CORP 8138 68720 CSX CORPORATION 2144 13360 CVS HEALTH CORP 12243 8798 DELL TECHNOLOGIES INC CL C 6267 5762 ENBRIDGE INC CAD 18180 23209 ENTERGY CORP NEW 14266 21836 GLOBAL MED REIT INC 12981 10800 HOME DEPOT INC 8148 35009 JOHNSON & JOHNSON COM 7999 16631 KINDER MORGAN INC 16479 19180 LAM RESEARCH CORP 5752 46950 MCDONALDS CORP 7522 15654 MICROSOFT CORP 5906 71655 MONSTER BEVERAGE CORP NEW COM 4650 11143 ONEOK INC NEW 10972 31124 PHILLIPS 66 16570 19140 QUANTA SERVICES INC 17010 52148 S&P GLOBAL INC 27864 37352 T-MOBILE US INC COM 23260 36862 TARGA RESOURCES CORP 6121 16244 TC ENERGY CORP CAD 28852 30663 THERMO FISHER SCIENTIFIC INC 6708 49422 UNITEDHEALTH GROUP INC 4008 28834 WALT DISNEY CO (HOLDING CO) 9939 11135 WILLIAMS COS INC (DEL) 9562 37235 YUM! BRANDS INC 5696 20124 ACCENTURE PLC IRELAND CL A 22874 24274 ADVANCED MICRO DEVICES INC 22289 17273 ALPHABET INC CL A 57408 59819 AMGEN INC 27550 21372 APPLE INC 55318 61854 APPLIED MATERIALS INC 16760 12197 BOEING COMPANY 10376 10266 BROADCOM INC 75698 108965 CONS TELLA TION BRANDS INC CL A 11431 10387 COSTCO W HOLES ALE CO RP 27965 30237 CSX CORPORATION 20810 19459 CVS HEALTH CORP 13591 10459 DOLLAR TREE INC 11150 7794 FISERV INC 3173 4108 HOME DEPOT INC 29060 31119 ILLINOIS TOOL WORKS INC 21349 22060 JOHNSON & JOHNSON COM 23753 22271 LAM RESEARCH CORP 48853 36115 LILLY ELI & CO 51958 46320 MCDONALDS CORP 22320 24931 MICRON TECHNOLOGY INC 39541 28867 MICROSOFT CORP 65998 62804 MONSTER BEVERAGE CORP NEW COM 18432 19237 PEPSICO INC 22466 20376 RTX CORP 12971 14465 THERMO FISHER SCIENTIFIC INC 32785 31214 ULTA BEAUTY, INC 7833 8699 UNITEDHEALTH GROUP INC 34629 31363 VISA INC CL A 13386 15802 WALT DISNEY CO (HOLDING CO) DISNEY COM 12331 14587 YUM CHINA HLDGS INC 4944 7755 YUM! BRANDS INC 20835 21734 ABB LTD SPON ADR 4543 4404 ADIDAS AG SPON ADR 2976 2922 AIA GROUP LTD SPON ADR 2545 2536 AIR LIQUIDE ADR FRANCE ADR 4662 4193 AON PLC CLA 4487 5387 ASICS CORP UNSPONSORED ADR 1672 1989 ASM INTL NV EUR 1461 1138 ASML HLDG NV SPON ADR 5237 4158 ASTRAZENECA PLC SPON AD 3047 2555 BANKINTER SA SPON ADR 1671 1619 BUREAU VERITAS SA UNSPONSORED ADR 2.40% 2795 2954 CAPGEMINI SE UNSPONSORED ADR 3826 3019 CHUBB LTD CHF 2096 2210 COMPAGNIE FINANCIERE RICHEMONT AG ADR 3419 3446 COMPASS GROUP PLC SPON ADR 3367 3930 CONTL AG-SPONS ADR ADR 1042 1097 CRH PLC ORD SHS .32 EACH ORD EUR 1119 1295 CRODA INTL PLC ADR 1793 1405 DBS GROUP HLDGS LTD. SPON ADR 1836 2177 DIPLOMA PLC UNSP ADR 2934 2775 DISCO CORP UNSPONSORED ADR 1070 1063 DSV A/SADR 1172 1168 EPIROC AKTIEBOLAG ADR 2474 2309 EXPERIAN PLC SPON ADR 3132 2906 FANUC CORP ADR 2492 2334 GILDAN ACTIVEWEAR INC CAD 2598 3011 HALMA PLC UNSPONSORD ADR 2415 2466 HEXAGON AB UN SPON ADR 897 852 HOYA CORP SPON ADR 2674 2728 ICON PLC EUR 3005 1887 IMCD GROUP N V UNSPONSORED ADR 2413 2451 ING GROEP N V NL SPON ADR 3299 2774 JAMES HARDIE INDUSTRIES SE SPON ADR 1968 1571 KAO CORP UNSPONSORED ADR 1343 1244 KBC GROUP NV ADR 2684 2777 LONDON STK EXCHANGE UNSPONSORED ADR 2480 2855 MITSUI FUDOSAN CO LTD 1 ADR 2303 1917 MIZUHO FINANCIAL GROUP INC SPON ADR 3570 4186 MTU AERO ENGINES HLDGS AG ADR 2911 3479 NIPPON SANSO HLDGS CORP ADR 2580 2449 NITORI HLDGS CO LTD ADR 2191 2261 NOMURA RESEARCH INSTITUTE LTD ADR 2062 2057 NORDEA BK ABP SPON ADR 1387 1307 NOVO NORDISK A/S SPON ADR 7532 4903 PUMA SE UNSPONSORED ADR 1329 1291 RECRUIT HLDGS CO LTD UN SPONSORED ADR 1522 1830 RELX PLC SPON ADR 6725 6677 RENESAS ELE CTRONICS CORP ADR 1676 1075 RYANAIR HOLDINGS PLC SPON ADR 2398 2703 SAMPO OYJ ADR 2442 2287 SAP SE SPON ADR 2205 2708 SHIN ETSU CHEM CO LTD ADR 2565 1999 SIEMENS AG SPON ADR 3181 3287 SUNCOR ENERGY INC NEW CAD 2676 2462 SUZUKI MOTOR CORP LTD ADR 2066 1981 SYMRISE AG ADR 2368 2034 TECHTRONIC INDS SPON ADR HONG KONG 2423 2559 THALES UNSPONSORD ADR 3027 2571 TOKYO ELECTRON LTD ADR 3027 2340 UNILEVER PLC AM ER SHS NEW SPON 6887 6691 UNIVERSAL MUSIC GRO ADR 2835 2514 VAT GROUP AG UNSPONSORED ADR 1053 791 31 GROUP PLC ADR 1643 1853 AIR PROD & CHEMICAL INC 1109 1160 AMER ELECTRIC POWER CO 562 553 AMERICAN INTL GROUP INC COM 2076 1966 ASTRAZENECA PLC SPON ADR 554 459 AT&T INC 637 797 BAXTER INTL INC 2373 1925 BP PLC SPON ADR 2760 2365 BRITISH AMER TOBACCO PLC GB SPON ADR 1467 1598 CARDINAL HEALTH INC 2487 2957 CISCO SYSTEMS INC 1252 1598 CITIGROUP INC 3233 3520 CNH INDL NV EUR 413 465 COGNIZANT TECH SOLUTIONS CRP 1699 1769 COMCAST CORP NEW CL A 2113 2027 CONSTELLATION BRANDS INC CL A 506 442 CROWN CASTLE INC REIT 1306 1089 CVS HEALTH CORP 2886 2065 DIAGEO PLC NEW GB SPON ADR 385 381 DOLLAR GEN CORP NEW 1672 1137 DOMINION ENERGY INC 546 539 ELECTRONIC ARTS 1476 1463 ELEVANCE HEALTH INC 1507 1107 ENTERGY CORP NEW 816 1061 EXELON CORP 870 903 FIDELITY NATL INFORMATION SVCS 1577 1696 FIDELITY NATIONAL FINANCIAL IN COM 1150 1179 FIRST CITIZENS BANCSHS INC N. C. CLA 3746 4226 FORTREA HLDGS INC 258 187 FOX CORP CL A 519 680 GALLAGHER ARTHUR J & CO 820 852 GENERAL MOTORS CO 1809 2078 HASBRO INC 1202 1118 HESS CORP 1670 1463 HEWLETT PACKARD ENTERPRISE CO 539 662 HP INC 2422 2251 HUMANA INC 1175 761 INTERCONTINENTALEXCHANGE GROUP 1492 1490 INTERPUBLIC GROUP OF COS INC 816 729 INTL FLAVORS &FRGRNCS 693 592 JOHNSON CTLS INTL PLC 1177 1342 JPMORGAN CHASE & CO 1893 2157 KEURIG DR PEPPER INC 761 739 KIMBERLY CLARK CORP 1124 1048 KONINKLIJKE PHILIPS NV SPON 933 912 KRAFT HEINZ CO/FHE 2099 1965 LABCORP HOLDINGS INC 1450 1605 LEAR CORP COM NEW 720 568 LEIDOS HLDGS INC 1240 1152 LILLY ELI & CO 878 772 L3 HARRIS TECHNOLOGIES INC 2640 2313 MEDTRONIC PLC 2144 2157 MICRON TECHNOLOGY INC 800 589 MICROSOFT CORP 2637 2529 MID AMER APARTMENT COMMUNITIES INC 563 618 NEWELL BRANDS INC 252 398 PFIZER INC 502 451 PG & E COR P (HOLDINGCOMPANY) 1038 1150 PPG INDUSTRIES INC 891 836 RTX CORP 1680 1852 SANOFI SPON ADR 2068 1977 SEALED AIR CORP NEW 1329 1252 SEMPRA 1408 1579 SHELL PLC SPON ADR 2068 1817 SONY GROUP CORP SPONSORED ADR 1709 1989 SS&C TECHNOLOGIES HLDGS INC 2757 3031 SUNCOR ENERGY INC NEW CAD 1067 999 TAIWAN SEMI CONDUCTO R MFG CO 679 790 TECK RESOURCES LTD CL BORD 546 486 THE CIGNA GROUP $0.04 1009 828 UBS GROUP AG 511 515 VERIZON COMMUNICATIONS INC 1517 1560 VISA INC CL A 1059 1264 WABTEC INC 637 758 WALT DISNEY CO (HOLDING CO) 582 668 WELLS FARGO & CO NEW 3759 4425 WILLIAM S COS INC (DEL) 793 974 WILLIS TOWERS WATSON PUB LTD 1066 1253 154723 154989 0 0 LEGAL FEES 37532 0 37532 COST BASIS ADJUSTMENT 91210 INSURANCE 1407 0 1407 REGISTRATION 470 0 470 POSTAGE 86 0 86 INVESTMENT CONSULTING 8250 8250 0 INVESTMENT MANAGEMENT FEES 15448 15448 0 THE ESTATE OF MICHAEL SINGER 321 NW 1ST AVE DELRAY BEACH FL 33444