2015-05-14T14:02:35-05:00 2014-12-31 135549855 Davidson Dawson & Clark LLP 60 East 42nd Street 38th Floor New York NY 10165 990PF 2014-01-01 260830400 BerMil Foundation Inc BERM 8024642165 c/o M Singer PO Box 682 Wilmington VT 05363 Nancy Crawford Director /VP Treasurer 8024642165 2015-05-14 1 Marcia A Escobar P01428022 2125577700 2014 2016-02-25 16:41:14Z X 328949 X 59239 7338 7338 3820 20455 10374 70397 17712 0 0 0 4061 0 4061 2351 2351 0 849 31 0 14 0 0 7275 2382 4061 8100 8100 15375 2382 12161 55022 15330 -10 3432 3371 3371 157967 208719 291835 13947 13924 15271 10860 15204 18472 186196 241218 328949 0 0 X 0 0 0 0 186196 241218 186196 241218 186196 241218 186196 55022 0 241218 0 241218 17 shs Allergan Inc P 2012-02-03 2014-04-22 2785 1457 1328 1328 5 shs Allergan Inc P 2012-02-03 2014-06-02 854 429 425 425 6 shs Allergan Inc P 2012-02-03 2014-09-23 1015 514 501 501 35 shs American Capital Agency Corp P 2013-05-31 2014-07-31 806 929 -123 -123 5 shs American Capital Agency Corp P 2013-05-31 2014-08-01 116 133 -17 -17 10 shs Gilead Sciences Inc P 2011-08-15 2014-04-02 739 186 553 553 5 shs Gilead Sciences Inc P 2011-08-15 2014-08-15 491 93 398 398 .5 shs NewCastle Ivt Corp New REIT P 2013-06-12 2014-10-23 12 15 -3 -3 25.333 shs NewCastle Invt Corp New REIT P 2013-06-12 2014-11-20 122 373 -251 -251 6.667 shs NewCastle Invt Corp New REIT P 2013-09-05 2014-11-20 32 123 -91 -91 20 shs Apple Inc P 2007-11-21 2014-08-21 2011 484 1527 1527 10 shs Colgate Palmolive D 1997-01-15 2014-09-08 640 117 523 523 5 shs Goldman Sachs Group Inc P 2007-10-24 2014-06-03 802 1091 -289 -289 5 shs Goldman Sachs Group Inc P 2007-11-02 2014-06-03 802 1132 -330 -330 5 shs Goldman Sachs Group Inc P 2010-07-08 2014-06-03 802 676 126 126 15 shs Lorillard Inc P 2010-03-05 2014-03-04 828 376 452 452 15 shs McDonalds Corp P 2010-03-12 2014-09-10 1371 983 388 388 .5 sh Now Inc P 2007-12-18 2014-06-02 17 14 3 3 8.25 shs Now Inc P 2007-12-18 2014-06-02 272 224 48 48 3.75 shs Now Inc P 2007-12-27 2014-06-02 124 109 15 15 5 shs Procter & Gamble Co P 2007-10-31 2014-02-26 392 347 45 45 .289 shs Tortoise Energy Infrastruct P 2010-07-08 2014-06-24 15 9 6 6 150 shs AT&T Inc D 2007-10-15 2014-04-04 5344 267 5077 5077 Capital Gains Dividends P 63 63 63 10374 0 4500 195411 0.023028 7086 173306 0.040887 10343 164137 0.063014 5974 141296 0.042280 4461 121440 0.036734 0.205943 0.041189 268707 11068 153 11221 12161 X 153 0 153 0 153 410 410 257 257 0 0 0 0 0 0 0 0 0 0 0 1 1 DE VT 1 0 1 0 0 1 N/A Nancy Crawford 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 Michael L Singer PO Box 682 Wilmington VT 05363 Director/President 1.00 0 0 0 Jason Bregman PO Box 682 Wilmington VT 05363 Director/V.P. Secretary 0.50 0 0 0 Nancy Crawford PO Box 682 Wilmington VT 05363 Director/V.P. Treasurer 0.50 0 0 0 NONE 0 NONE 0 0 264148 8651 0 272799 0 0 272799 4092 268707 13435 13435 153 153 13282 0 13282 0 13282 12161 0 12161 153 12008 13282 8972 0 0 12161 8972 0 0 3189 0 0 0 0 0 0 0 0 10093 0 0 0 Michael L Singer X Deerfield Valley Community Cares PO Box 5 Wilmington VT 05363 General fund 1000 Families First-Wilmington Office 34 E Main St PO Box 939 Wilmington VT 05363 General support 2000 Marlboro College 2582 South Road Marlboro VT 05344 General support 500 Maya Educational Foundation PO Box 1483 Wellfleet MA 02667 General support 500 Vermont Independent Media Inc 139 Main Street Brattleboro VT 05301 General purpose 100 Web Dubois National Historic Site PO Box 611 Great Barrington MA 01230 General support 3000 Westgate Housing Inc 50 Westgate Drive Brattleboro VT 05301 General support 1000 8100 0 7338 3820 0 0 11158 11158 4 Not applicable other than by providing funds for such purposes. 8 Not applicable other than by providing funds for such purposes. 0 0 0 0 0 0 0 0 0 0 X X 1 Michael Singer PO Box 682 Wilminton VT 053630682 59239 X 1 300 shs Colgate Palmolive Co 21179 2014-12-29 1 750 shs Service Corp Int'l 17407 2014-12-29 1 200 shs Smucker JM Co 20653 2014-12-29 Energy Transfer Partners 8874 10033 SLM Corp Med Term Notes 5050 5238 AGL Resources Inc 5018 6814 Altria Group Inc 1979 4434 Apple Inc 3748 17109 AT&T Inc 6292 5039 Cognizant Tech Solutions Corp 1441 2633 Colgate Palmolive Co 26386 28368 Costco Wholesale Corp 2584 5670 CSX Corporation 2912 6884 CVS Caremark Corp 3283 7705 General Electric Co 3575 3032 Genworth Financial Inc Cl A 17041 9733 Gilead Sciences Inc 1950 9897 Johnson & Johnson 5519 9411 Lorillard Inc 3262 8182 McDonalds Corp 3248 4217 Microsoft Corp 5906 7897 National Oilwell Varco Inc 4302 4259 Novartis AG Spon ADR 4314 6950 Philip Morris Int'l Inc 4508 7331 Procter & Gamble Co 2974 4099 Prudential Financial Inc 3211 4975 Southwestn Energy Co 2396 1637 Thermo Fisher Scientific Inc 3284 8770 Travelers Cos Inc 4081 8997 UnitedHealth Group Inc 2562 5055 VF Corp 2509 7490 Williams Cos Inc (Del) 4103 8314 Yum! Brands Inc 2728 5464 Allergan Inc 2743 6803 Occidental Petroleum Corp 3235 3224 AstraZeneca PLC Spon ADR 5040 4927 California Resources Corp 117 88 Google 2193 2123 Home Depot 4785 6298 Kinder Morgan 1761 1904 New Media Invt Group Inc 172 331 New Senior Invt REIT 577 526 NorthStar Asset Mgmt Group 2554 3498 NorthStar Realty Fin Corp 2235 2725 Service Corp Intl 17408 17025 Smucker JM Co New 20653 20196 TICC Capital Corp 2971 2244 Amgen Inc 7159 9557 Tortoise Energy Capital Corp AT COST 10090 13569 Warrants-Bank of America AT COST 1049 739 KKR Financial Holdings AT COST 4065 4164 Davidson Dawson & Clark LLP 4061 0 4061 UBS fees 14 0 0 UBS Investment account fees 2351 2351 0 Michael Singer PO Box 682 Wilmington VT 05363 US Treasury-excise taxes 2013 408 0 0 US Treasury-excise taxes 2014 410 0 0 Foreign taxes paid 31 31 0