2025-12-17T13:31:34-06:00 2025-10-31 030319953 Marc Z Aaron 34 Lasswade Dr Pinehurst NC 28374 990PF 2024-11-01 036004866 Cone Automatic Machine Co Charitable Foundation CONE 6035426103 PO Box 167 Ascutney VT 05030 Linda J Kidder Trustee 8026744047 2025-12-15 1 0 Marc Z Aaron P00006682 6033597106 2025-12-15 X 2024 2025-03-06 01:10:19Z X 767378 X X 672 672 18603 18603 37028 214194 37028 56303 56303 0 0 0 1900 1900 0 8906 8906 0 990 990 0 627 627 0 12423 12423 0 87000 87000 99423 12423 87000 -43120 43880 14016 10396 10396 644217 604717 756982 658233 615113 767378 0 0 X 658233 615113 658233 615113 658233 615113 658233 -43120 0 615113 0 615113 49.451 Fidelity Emerging Markets P 2025-10-01 2019 1677 342 342 26.114 Hartford Intl Value Fund P 2025-10-01 629 499 130 130 6 Ishares S&P 100 P 2025-10-01 1989 1099 890 890 3 Ishares Russell 2000 P 2025-10-01 721 539 182 182 2 Vanguard 500 Index Fund P 2025-10-01 1220 751 469 469 327.753 Baird Core Plus Bond P 2025-07-09 3323 3372 -49 -49 313.619 Blackrock Event Driven P 2025-07-09 3312 3068 244 244 54.772 Black Mid Cap Growth P 2025-07-09 2465 2007 458 458 42.855 Calamos Market Neutral P 2025-07-09 660 622 38 38 15.518 Conesttoga Small Cap Fund P 2025-07-09 1153 998 155 155 24.177 Credit Suisse Commodity P 2025-07-09 580 385 195 195 83.356 Diamond Hill Large Cap P 2025-07-09 2842 2159 683 683 81.760 Eatton Vance GLB Macro ABSLT RTRN P 2025-07-09 924 836 88 88 86.773 Fidelity Adv Intl Cap Apprec P 2025-07-09 3291 2914 377 377 51.443 Fidelity Advisors FOC Emerging markets P 2025-07-09 1837 1744 93 93 125.405 Hartford Intl Value Fund P 2025-07-09 2832 2395 437 437 24 Ishares S&P 100 P 2025-07-09 7318 4159 3159 3159 18 Ishares Core U.S. Aggregate Bond P 2025-07-09 1764 1850 -86 -86 75 Ishares Russel Midcap Jefferies P 2025-07-09 6993 4154 2839 2839 9 Ishare TR Russell 2000 P 2025-07-09 1993 1486 507 507 200.661 Loomis Sayles P 2025-07-09 6375 3565 2810 2810 54.99 MFS Mid Cap Vallue P 2025-07-09 1793 1270 523 523 75.48 Catalyst Millburn Hedge Strategy FD P 2025-07-09 3013 2861 152 152 140.765 Neuberger Berman Long Short P 2025-07-09 2742 2169 573 573 165.528 PIMCO Intl Bond P 2025-07-09 1639 1670 -31 -31 148.667 PGIM High Yield P 2025-07-09 718 712 6 6 40 Vanguard FTSE Developed Markets ETF P 2025-07-09 2273 1813 460 460 13 Vanguard Total Intl Bond ETTF P 2025-07-09 639 673 -34 -34 22 Vanguard FTSE Emergilng Markets ETF P 2025-07-09 1091 1133 -42 -42 11 Vanguard 500 Index Fund P 2025-07-09 6273 3314 2959 2959 20.015 Allspring Special Small Cap Vaule Fund P 2025-07-09 778 724 54 54 17.089 Blackrock Mid Cap Growth P 2025-01-22 799 619 180 180 7.658 Conestoga Small Cap Fund P 2025-01-22 639 492 147 147 16.97 Credti Suisse Commodity Return P 2025-01-22 402 270 132 132 372.578 Oakmar Intl Fe P 2025-01-22 9601 8972 629 629 4 Ishares S&P 100 P 2025-01-22 1172 704 468 468 8 Ishares Russell Midcap P 2025-01-22 737 432 305 305 185 Ishares Edge MSCI P 2025-01-22 13204 10584 2620 2620 28.31 Loomis Sayles Growth P 2025-01-22 858 478 380 380 16.771 Catalyst Millburn Hedge Strategy P 2025-01-22 670 636 34 34 552.33 Vanguard 500 Index Fund P 2025-01-22 552 455 97 97 186.76 Baird Core Plus Bond Fd P 2025-01-28 1881 1921 -40 -40 102.12 Blackrock Event Driven P 2025-01-28 1037 999 38 38 10.547 Blackrock Mid Cap Growth P 2025-01-28 470 382 88 88 10.434 Calam os Market Neutral P 2025-01-28 157 152 5 5 4.843 Conestoga Small Cap Fund P 2025-01-28 392 311 81 81 33.502 Credit Suisse Commodity Return P 2025-01-28 784 533 251 251 29.848 Diamond Hill Large Cap P 2025-01-28 1020 773 247 247 29.627 Eaton Vance GLB Macro ABSLT P 2025-01-28 313 303 10 10 18.536 Fidelity Adv Intl Cap Apprec P 2025-01-28 614 617 -3 -3 16.934 Hartford Intl Value Fund P 2025-01-28 313 309 4 4 51.0584 Hartford Schroders Emerg Mkts P 2025-01-28 862 869 -7 -7 7 Ishares S&P 100 P 2025-01-28 2046 1176 870 870 12 Ishares Core U.S. Aggregate P 2025-01-28 1169 1223 -54 -54 18 Ishares Russell Midcap P 2025-01-28 1648 980 668 668 1 Ishares TTR Russell 2000 P 2025-01-28 226 198 28 28 61.849 Loomis Sayles Growth Fund P 2025-01-28 1867 1045 822 822 14.235 MFS Mid Cap Value Fund P 2025-01-28 470 325 145 145 7.968 Catalyst Millburn Strategy P 2025-01-28 313 302 11 11 64.568 Neuberger Berman Long Short Fund P 2025-01-28 1242 995 247 247 47.54 PMCO Intl Fund P 2025-01-28 470 481 -11 -11 7.15 Abbey Caapital Futures Strategy P 2025-01-28 78 82 -4 -4 23 Vanguard FTSE Developed Markets P 2025-01-28 1147 1057 90 90 11 Vanguard Total Intl Bond ETF P 2025-01-28 539 569 -30 -30 3 Vanguard 500 Index Fund P 2025-01-28 1651 889 762 762 7.64 Allspring Special Small Cap P 2025-01-28 313 276 37 37 810.717 Baird Core Plus Bond FD P 2025-03-18 8237 8341 -104 -104 146.073 Blackrock Event Driven Equity P 2025-03-18 1483 1429 54 54 32.715 Calamos Market Neutral Income FD P 2025-03-18 493 475 18 18 26.5 Conesttoga Small Cap Fund Instl P 2025-03-18 1907 1704 203 203 73.506 Credit Suisse Commodity Return Strtgy P 2025-03-18 1793 1169 624 624 66.169 Eaton Vance GLB Macro ABSLT P 2025-03-18 717 677 40 40 1259.982 Hartford Schroders Emerg MkTS P 2025-03-18 22213 21220 993 993 147 Ishares Core U. S. Aggregate P 2025-03-18 14490 15091 -601 -601 16.118 Neuberger Berman Long Short Fund P 2025-03-18 302 248 54 54 19.810 Abbey Capital Futures P 2025-03-18 215 226 -11 -11 108 Vanguard FTSE Developed Markets P 2025-03-18 5686 4911 775 775 408 Vanguard Total Intl Bond ETF P 2025-03-18 19830 21056 -1226 -1226 13 Vanguard FTSE Emerging Markets ETF P 2025-03-18 606 670 -64 -64 80.754 Allspring Special Small Cap Value Fund P 2025-03-18 3099 2922 177 177 Capital Gains Dividends P 8268 8268 8268 37028 610 0 610 0 610 0 0 0 0 0 13 623 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 0 0 0 0 1 N/A Lauren Cerullo Trust Oper 6174340225 Bank of America PO Box 989010 Boston MA 022989010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Linda J Kidder 170 Thrasher Road Windsor VT 05089 Trustee 1.00 0 0 0 Wayne E Pfenning PO Box 348 Windsor VT 05089 Trustee 0.25 0 0 0 Elizabeth Ryan 333 Bible Hill Road Claremont NH 03743 Trustee 0.25 0 0 0 NONE 0 NONE 0 0 761762 12207 0 773969 0 0 773969 11610 762359 38118 38118 610 610 37508 0 37508 0 37508 87000 0 87000 37508 0 0 1682 28243 35665 29266 94856 87000 0 0 0 37508 49492 0 0 144348 0 0 0 0 0 0 0 144348 1682 28243 35665 29266 49492 Linda Kidder PO Box 167 Ascutney VT 05030 8026745934 linda.kidder@comcast.net Letter request No later than August 31st annually Surrounding geographic area to Windsor, VT River Valley Community College 1 College Place Claremont NH 03743 Scholarship 1500 Keene State College 229 Main St Keene NH 03431 Scholarship 8000 Champlain College 163 S Willard St Burlington VT 05401 Scholarship 3000 Providence College 1 Cunningham Sq Providence RI 02918 Scholarship 4000 Plymouth State University 17 High St Plymouth NH 03264 Scholarship 3000 Colby Sawyer College 541 Main St New London NH 03257 Scholarship 1500 American Precision Museum 196 Main St Windsor VT 050891312 Grant 1000 Bentley University 175 Forest St Waltham MA 02452 Scholarship 2000 Boy Scouts Troop No 232 Green Mountain Council BSA - PO Box 557 Waterbury VT 056760557 Donation 500 Boy Scouts Troop No 279 Green Mountain Council BSA - PO Box 557 Waterbury VT 056760557 Donation;ListTotal 0 500 David's House 461 Mount Support Rd Lebanon NH 037662805 Grant 4000 Girl Scouts of the Green and White Mountains 1 Commerce Park N Bedford NH 03110 Donation 1000 Historic Homes of Runnemede 461 Mount Support Rd Lebanon NH 037662805 Donation for Wheels Around Windsor, Inc 4000 Historic Windsor Inc 54 Main StL2 Windsor VT 050891318 Donation 1000 Mt Ascutney Hospital & Health Center 289 County Road Windsor VT 05089 Donation for MT. Ascutney Hospital and Health CTR 11000 Saint Anselm College 100 St Anselm Dr Manchester NH 03102 Scholarship 1500 University of New Hampshire 106 Main Street Dunham NH 03824 Scholarship 2000 University of Vermont 85 South Prospect Street Burlington VT 05405 Scholarship 8000 Vermont Public Radio 365 Troy Avenue Colchester VT 05446 Donation 500 Vermont State University 49 University Drive Castleton VT 05735 Scholarship 2000 Visiting Nurse Alliance of VT & NH 66 Benning St Suite 6 West Lebanon NH 03784 Grant 6000 Whitman College 345 Boyer Ave Walla Walla WA 99362 Scholarship 1500 Windsor County Mentors PO Box 101-54 Main St Windsor VT 05089 Donation 1000 Windsor Public Library 43 State ST Windsor VT 05089 Grant 3000 Roger Williams University 1 Old Ferry Road Bristol RI 02809 Scholarship 4000 UNC Charlotte 9201 University City BLVD Charlotte NC 28223 Scholarship 2000 Ohio University 1 Ohio University Drive Athens OH 45701 Scholarship 3500 Wyotech Technical Institute 1889 Venture Dr Laramie WY 82070 Scholarship 1500 University of Mass Dartmouth 285 Old Westport Dartmouth MA 02747 Scholarship 1500 Rogue Robots of 4H 120 Broad St Claremont NH 03743 Grant 500 Quinnipiac University 275 Mt Carmel Ave Hamden CT 06518 Scholarship 1000 Southern New Hampshire University 2500 N River Rd Manchester NH 03106 Scholarship 1500 87000 0 14 672 14 18603 14 37028 0 56303 0 56303 0 0 0 0 0 0 0 0 0 0 Tax Preparation 1900 1900 0 Equity Mutual Funds FMV 256096 384010 Commodities Return Stratagey Funds FMV 19906 30792 Fixed Income Mutual Funds FMV 198275 197282 Hedge Funds FMV 130440 144898 Administration 627 627 0 Custodial Fees 8906 8906 0 Form 990-PF 990 990 0