Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE WISDOM CONNECTION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)333 ATHERTON WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENSBORO, VT05841
A Employer identification number

20-0288195
B Telephone number (see instructions)

(802) 533-2478
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,625,767J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 36,145 36,145 36,145
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 87,996
b Gross sales price for all assets on line 6a 886,652
7 Capital gain net income (from Part IV, line 2)... 87,996
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 124,141 124,141 36,145
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 28,000 0 0 0
15 Pension plans, employee benefits....... 14,928 0 0 0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,312 0 0 0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,981 9,981 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,862 552 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,860 0 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,943 10,533 0 0
25 Contributions, gifts, grants paid....... 174,900 174,900
26 Total expenses and disbursements. Add lines 24 and 25 235,843 10,533 0 174,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -111,702
b Net investment income (if negative, enter -0-) 113,608
c Adjusted net income (if negative, enter -0-)... 36,145
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 77,043 61,742 61,742
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,615,463 Click to see attachment
List of Attached Documents:
// Content
1,564,025 		1,564,025
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,692,506 1,625,767 1,625,767
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,692,506 1,625,767
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,692,506 1,625,767
30 Total liabilities and net assets/fund balances (see instructions). 1,692,506 1,625,767
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,692,506
2
Enter amount from Part I, line 27a .....................
2
-111,702
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
44,963
4
Add lines 1, 2, and 3 ..........................
4
1,625,767
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,625,767
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 178.511 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-03-01 2024-01-03
b 675.903 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-04-18 2024-01-03
c 7.486 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-04-18 2024-01-03
d 7.091 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-05-14 2024-01-03
e 7.089 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-06-05 2024-01-03
7.388 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-12-05 2024-01-03
7.532 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-12-18 2024-01-03
114.765 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-03-01 2024-02-20
5.235 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2024-02-05 2024-02-20
4.769 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2024-02-19 2024-05-08
4.898 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2024-04-03 2024-05-08
40.407 ISHARES TR AGENCY BOND ETF, AGZ, XXX-XX-XXXX   2023-04-18 2024-01-03
0.593 ISHARES TR AGENCY BOND ETF, AGZ, XXX-XX-XXXX   2023-12-18 2024-01-03
11 ISHARES TR AGENCY BOND ETF, AGZ, XXX-XX-XXXX   2023-04-18 2024-02-20
39 ISHARES TR MBS ETF, MBB, XXX-XX-XXXX   2023-04-18 2024-02-20
352 ISHARES TR US TREAS BD ETF, GOVT, 46429B267   2023-04-18 2024-01-03
171 ISHARES TR US TREAS BD ETF, GOVT, 46429B267   2023-04-18 2024-02-20
10 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-01-03 2024-02-20
5.167 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-01-03 2024-05-08
0.444 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-01-03 2024-05-08
0.389 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-01-17 2024-05-08
119.833 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-01-03 2024-09-12
0.434 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-01-17 2024-09-12
0.399 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-02-01 2024-09-12
0.429 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-04-03 2024-09-12
0.134 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-07-03 2024-09-12
0.387 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-08-05 2024-09-12
0.384 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-09-05 2024-09-12
0.251 ISHARES TR 20 YR TR BD ETF, TLT, XXX-XX-XXXX   2024-07-03 2024-09-13
60 SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY, MTBA, 82889N525   2024-01-03 2024-02-20
39.829 SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY, MTBA, 82889N525   2024-01-03 2024-05-08
4.171 SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY, MTBA, 82889N525   2024-01-03 2024-05-08
2.411 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE, VTC, 92206C573   2023-12-27 2024-02-20
69.589 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE, VTC, 92206C573   2024-01-03 2024-02-20
40.051 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE, VTC, 92206C573   2024-01-03 2024-05-08
3.72 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE, VTC, 92206C573   2024-01-03 2024-05-08
3.229 VANGUARD SCOTTSDALE FDS TOTAL CORPORATE, VTC, 92206C573   2024-01-17 2024-05-08
70.333 ISHARES CORE US AGGREGATE BOND ETF, AGG, XXX-XX-XXXX   2023-03-01 2024-05-08
7.116 ISHARES TR AGENCY BOND ETF, AGZ, XXX-XX-XXXX   2023-04-18 2024-05-08
0.463 ISHARES TR AGENCY BOND ETF, AGZ, XXX-XX-XXXX   2023-04-18 2024-05-08
0.421 ISHARES TR AGENCY BOND ETF, AGZ, XXX-XX-XXXX   2023-05-02 2024-05-08
23.503 ISHARES TR MBS ETF, MBB, XXX-XX-XXXX   2023-04-18 2024-05-08
1.823 ISHARES TR MBS ETF, MBB, XXX-XX-XXXX   2023-04-18 2024-05-08
1.674 ISHARES TR MBS ETF, MBB, XXX-XX-XXXX   2023-05-02 2024-05-08
100.656 ISHARES TR US TREAS BD ETF, GOVT, 46429B267   2023-04-18 2024-05-08
5.859 ISHARES TR US TREAS BD ETF, GOVT, 46429B267   2023-04-18 2024-05-08
5.485 ISHARES TR US TREAS BD ETF, GOVT, 46429B267   2023-05-02 2024-05-08
1.422 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2023-12-28 2024-02-20
23.253 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2024-02-15 2024-02-20
88.732 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2023-09-11 2024-05-16
20.189 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-12-22 2024-02-15
0.22 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-12-22 2024-02-15
42.426 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-03-01 2024-02-20
256.054 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-09-11 2024-02-20
42.309 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-12-22 2024-02-20
279.304 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-12-28 2024-02-20
66.221 BARROW HANLEY INTERNATIONAL VAL I, BNIVX, 46653M435   2024-05-16 2024-08-20
34.674 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2023-09-11 2024-05-16
143.604 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2023-12-21 2024-02-20
33.628 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2024-05-16 2024-08-19
16.944 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2023-12-20 2024-02-20
14.618 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2024-02-15 2024-02-20
207.89 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2023-09-11 2024-05-16
39 ISHARES CORE MSCI EMERGING MARKETS ETF, IEMG, 46434G103   2024-05-16 2024-08-19
37 ISHARES TR CORE MSCITOTAL, IXUS, 46432F834   2024-05-16 2024-08-19
394 ISHARES TR MSCI USA QLT FCT, QUAL, 46432F339   2023-09-11 2024-02-15
1.529 ISHARES TR MSCI USA QLT FCT, QUAL, 46432F339   2023-09-28 2024-02-15
1.209 ISHARES TR MSCI USA QLT FCT, QUAL, 46432F339   2023-12-22 2024-02-15
0.262 ISHARES TR MSCI USA QLT FCT, QUAL, 46432F339   2024-01-02 2024-02-15
0.023 ISHARES TR MSCI USA QLT FCT, QUAL, 46432F339   2023-09-28 2024-02-20
37 ISHARES TRUST CORE MSCI EAFE ETF, IEFA, 46432F842   2024-05-16 2024-08-19
8.917 LEGG MASON ETF INVT TR FRANKLIN US LOW   2024-01-02 2024-02-15
5.94 LEGG MASON ETF INVT TR FRANKLIN U S LOW, LVHD, 52468L406   2024-02-12 2024-02-15
0.653 LEGG MASON ETF INVT TR FRANKLIN U S LOW, LVHD, 52468L406   2023-11-06 2024-02-20
118.808 SEAFARER OVERSEAS GROWTH & INC INSTL, SIGIX, XXX-XX-XXXX   2023-03-01 2024-02-20
19.887 SEAFARER OVERSEAS GROWTH & INC INSTL, SIGIX, XXX-XX-XXXX   2023-12-14 2024-02-20
24.464 SEAFARER OVERSEAS GROWTH & INC INSTL, SIGIX, XXX-XX-XXXX   2024-02-15 2024-02-20
42.253 TOUCHSTONE   2023-09-11 2024-05-16
68.126 TRANSMERICA INTERNTLSMALL CAP VALUE I, TISVX, 89355J524   2023-09-11 2024-02-20
23.827 TRANSMERICA INTERNTLSMALL CAP VALUE I, TISVX, 89355J524   2024-02-15 2024-02-20
64 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-02-15 2024-02-20
50.622 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-02-15 2024-05-08
1.378 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-03-25 2024-05-08
5.793 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-02-15 2024-08-19
1.378 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-04-02 2024-08-19
29.622 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-05-16 2024-08-19
1.207 VANGUARD INDEX FDS VANGUARD GROWTH ETF F, VUG, XXX-XX-XXXX   2024-06-28 2024-08-19
127 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX   2024-02-15 2024-02-20
101.198 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX   2024-02-15 2024-05-08
12.802 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX   2024-03-25 2024-05-08
12.802 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX   2024-04-02 2024-08-19
76.198 VANGUARD INDEX FDS VANGUARD VALUE ETF FO, VTV, XXX-XX-XXXX   2024-05-16 2024-08-19
8.56 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2023-09-11 2024-02-20
1.44 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2023-12-26 2024-02-20
3 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2024-02-15 2024-02-20
10.907 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2023-09-11 2024-05-08
1.093 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2024-03-25 2024-05-08
59 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2023-09-11 2024-05-16
5.176 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2023-09-11 2024-08-19
0.824 VANGUARD SMALL CAP VALUE ETF, VBR, XXX-XX-XXXX   2024-06-28 2024-08-19
5 VANGUARD SMALL-CAP GROWTH INDEX FUND, VBK, XXX-XX-XXXX   2024-05-16 2024-08-19
91.917 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2019-12-09 2024-02-20
90.041 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2019-12-09 2024-05-08
1667.127 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2019-12-09 2024-05-16
41.324 ARTISAN INTL SMALL-MID CAP INSTL, APHJX, 04314H576   2019-12-30 2024-05-16
499.198 BARROW HANLEY INTERNATIONAL VAL I, 00775Y694   2023-03-01 2024-05-08
240.875 BARROW HANLEY INTERNATIONAL VAL I, BNIVX, 46653M435   2023-03-01 2024-08-20
9289.874 BARROW HANLEY INTERNATIONAL VAL I, BNIVX, 46653M435   2023-03-01 2024-12-06
3.392 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2021-12-14 2024-02-20
49.976 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2022-01-21 2024-02-20
29.224 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2022-01-21 2024-05-08
10.215 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2022-01-21 2024-05-08
208.806 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2016-09-07 2024-05-16
10.501 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2016-12-19 2024-05-16
49.063 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2016-12-19 2024-05-16
17.09 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2017-12-19 2024-05-16
4.992 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2017-12-27 2024-05-16
11.526 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2018-12-17 2024-05-16
41.447 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2018-12-17 2024-05-16
6.549 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2018-12-21 2024-05-16
110.99 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2019-06-27 2024-05-16
33.461 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2019-12-09 2024-05-16
2.945 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2019-12-16 2024-05-16
18.417 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2019-12-16 2024-05-16
47.466 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2020-03-25 2024-05-16
143.295 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2022-01-21 2024-05-16
60.912 BROWN ADVISORY SMALL CAP GROWTH INSTL, BAFSX, XXX-XX-XXXX   2023-03-01 2024-05-16
105.377 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2022-12-21 2024-02-15
16.278 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2019-12-09 2024-02-20
198.864 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2022-12-21 2024-02-20
265.863 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2023-03-01 2024-05-08
157.738 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2023-03-01 2024-08-19
1329.082 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2018-03-01 2024-12-06
358.013 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2018-03-13 2024-12-06
47.566 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2018-12-20 2024-12-06
2517.606 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2019-01-10 2024-12-06
25.396 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2019-06-27 2024-12-06
582.031 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2019-12-09 2024-12-06
332.262 GOLDMAN SACHS GQG PARTNERS INTL OPP I, GSIMX, 38147N293   2023-03-01 2024-12-06
21.473 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2019-12-09 2024-02-20
13.866 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2019-12-27 2024-02-20
4.962 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2020-12-29 2024-02-20
8.396 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2020-12-29 2024-02-20
0.678 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2021-12-28 2024-02-20
4.517 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2021-12-28 2024-02-20
30.788 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2021-12-28 2024-02-20
6.476 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2022-12-21 2024-02-20
93.059 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2019-12-09 2024-05-08
1444.816 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2019-12-09 2024-05-16
131.32 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2019-12-09 2024-05-16
79.081 GRANDEUR PEAK INTL STALWARTS INSTL, GISYX, 38656X831   2022-11-02 2024-05-16
1492.697 LEGG MASON ETF INVT TR FRANKLIN U S LOW, LVHD, 52468L406   2022-11-02 2024-02-15
17 LEGG MASON ETF INVT TR FRANKLIN U S LOW, LVHD, 52468L406   2022-11-05 2024-02-15
47.446 LEGG MASON ETF INVT TR FRANKLIN U S LOW, LVHD, 52468L406   2022-11-07 2024-02-15
0.248 LEGG MASON ETF INVT TR FRANKLIN U S LOW, LVHD, 52468L406   2022-11-02 2024-02-20
128.629 SEAFARER OVERSEAS GROWTH & INC INSTL, SIGIX, XXX-XX-XXXX   2023-03-01 2024-05-08
2467.826 SEAFARER OVERSEAS GROWTH & INC INSTL, SIGIX, XXX-XX-XXXX   2023-03-01 2024-05-16
145.649 TOUCHSTONE   2022-01-21 2024-02-20
111.248 TOUCHSTONE   2022-01-21 2024-05-08
111.88 TOUCHSTONE   2018-03-13 2024-05-16
213.405 TOUCHSTONE   2018-03-13 2024-05-16
97.255 TOUCHSTONE   2018-04-08 2024-05-16
275.693 TOUCHSTONE   2019-01-10 2024-05-16
18.939 TOUCHSTONE   2019-06-27 2024-05-16
1021.751 TOUCHSTONE   2019-12-09 2024-05-16
39.607 TOUCHSTONE   2019-12-27 2024-05-16
305.231 TOUCHSTONE   2022-01-21 2024-05-16
36.418 TOUCHSTONE   2022-01-21 2024-05-16
49.355 TOUCHSTONE   2022-11-02 2024-05-16
46.927 TRANSMERICA INTERNTLSMALL CAP VALUE I, TISVX, 89355J524   2022-08-15 2024-02-20
115.414 TRANSMERICA INTERNTLSMALL CAP VALUE I, TISVX, 89355J524   2022-08-15 2024-05-08
2176.631 TRANSMERICA INTERNTLSMALL CAP VALUE I, TISVX, 89355J524   2022-08-15 2024-05-16
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,594   17,275 319
b 66,616   66,928 -312
c 738   743 -5
d 699   697 2
e 699   696 3
728   717 11
742   742 0
11,168   11,106 62
509   511 -2
459   468 -9
472   474 -2
4,371   4,360 11
64   64 0
1,184   1,187 -3
3,582   3,663 -81
8,075   8,177 -102
3,864   3,972 -108
931   979 -48
467   506 -39
40   44 -4
35   39 -4
11,997   11,730 267
43   43 0
40   41 -1
43   39 4
13   12 1
39   38 1
38   38 0
25   23 2
3,049   3,080 -31
2,003   2,039 -36
210   215 -5
183   187 -4
5,291   5,337 -46
3,016   3,072 -56
280   289 -9
243   248 -5
6,772   6,806 -34
762   768 -6
50   50 0
45   46 -1
2,135   2,207 -72
166   172 -6
152   158 -6
2,250   2,338 -88
131   137 -6
123   128 -5
25   25 0
409   411 -2
1,616   1,465 151
208   223 -15
2   2 0
441   443 -2
2,663   2,719 -56
440   468 -28
2,905   3,025 -120
737   742 -5
1,633   1,488 145
3,053   2,772 281
793   770 23
293   297 -4
253   254 -1
3,665   3,301 364
2,141   2,134 7
2,590   2,586 4
62,327   54,218 8,109
242   202 40
191   178 13
41   38 3
4   3 1
2,798   2,804 -6
312   328 -16
208   207 1
23   22 1
1,495   1,376 119
250   246 4
308   303 5
628   573 55
974   933 41
340   340 0
21,015   21,449 -434
17,345   16,965 380
472   476 -4
2,174   1,941 233
517   489 28
11,115   10,420 695
453   455 -2
19,509   19,545 -36
16,148   15,574 574
2,043   2,053 -10
2,159   2,105 54
12,848   12,471 377
1,533   1,410 123
258   261 -3
537   545 -8
2,032   1,796 236
204   205 -1
11,237   9,717 1,520
1,000   852 148
159   150 9
1,282   1,281 1
1,619   1,384 235
1,596   1,356 240
30,358   25,107 5,251
753   503 250
5,431   5,207 224
2,681   2,512 169
100,516   96,893 3,623
157   177 -20
2,310   2,416 -106
1,355   1,413 -58
474   516 -42
9,833   7,070 2,763
494   344 150
2,310   1,605 705
805   640 165
235   186 49
543   394 149
1,952   1,418 534
308   210 98
5,227   4,856 371
1,576   1,485 91
139   129 10
867   806 61
2,235   1,568 667
6,748   6,928 -180
2,868   2,598 270
2,261   1,743 518
346   245 101
4,228   3,289 939
5,977   4,496 1,481
3,719   2,667 1,052
29,413   17,624 11,789
7,923   4,883 3,040
1,053   576 477
55,715   31,092 24,623
562   366 196
12,880   8,742 4,138
7,353   5,619 1,734
372   335 37
240   224 16
86   110 -24
145   186 -41
12   17 -5
78   114 -36
533   779 -246
112   104 8
1,608   1,454 154
25,472   22,568 2,904
2,315   1,987 328
1,394   1,164 230
52,259   55,319 -3,060
595   623 -28
1,661   1,726 -65
9   9 0
1,610   1,490 120
31,317   28,577 2,740
2,055   2,617 -562
1,622   1,999 -377
1,663   1,576 87
3,171   2,898 273
1,445   1,400 45
4,097   3,237 860
281   251 30
15,183   14,182 1,001
589   574 15
4,536   5,485 -949
541   654 -113
733   584 149
671   596 75
1,745   1,466 279
33,498   27,643 5,855
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       319
b       -312
c       -5
d       2
e       3
      11
      0
      62
      -2
      -9
      -2
      11
      0
      -3
      -81
      -102
      -108
      -48
      -39
      -4
      -4
      267
      0
      -1
      4
      1
      1
      0
      2
      -31
      -36
      -5
      -4
      -46
      -56
      -9
      -5
      -34
      -6
      0
      -1
      -72
      -6
      -6
      -88
      -6
      -5
      0
      -2
      151
      -15
      0
      -2
      -56
      -28
      -120
      -5
      145
      281
      23
      -4
      -1
      364
      7
      4
      8,109
      40
      13
      3
      1
      -6
      -16
      1
      1
      119
      4
      5
      55
      41
      0
      -434
      380
      -4
      233
      28
      695
      -2
      -36
      574
      -10
      54
      377
      123
      -3
      -8
      236
      -1
      1,520
      148
      9
      1
      235
      240
      5,251
      250
      224
      169
      3,623
      -20
      -106
      -58
      -42
      2,763
      150
      705
      165
      49
      149
      534
      98
      371
      91
      10
      61
      667
      -180
      270
      518
      101
      939
      1,481
      1,052
      11,789
      3,040
      477
      24,623
      196
      4,138
      1,734
      37
      16
      -24
      -41
      -5
      -36
      -246
      8
      154
      2,904
      328
      230
      -3,060
      -28
      -65
      0
      120
      2,740
      -562
      -377
      87
      273
      45
      860
      30
      1,001
      15
      -949
      -113
      149
      75
      279
      5,855
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 87,996
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 12,763
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,579
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,579
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,579
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,336
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,836
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,257
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow2,257 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowVT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWILLIAM MARLIER Telephone no.right arrow (802) 533-2478

Located atright arrow333 ATHERTON WAYGREENSBOROVT ZIP+4right arrow05841
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
BECKY ARNOLD DIRECTOR
0.00 		0 0 0
119 CHENEY RD
GREENSBORO,VT05841
ERIC ERWIN DIRECTOR
0.00 		0 0 0
PO BOX 253
NEWPORT,VT05855
LINCOLN LANDE TREASURER
1.00 		0 0 0
432 MORSE RD
WATERBURY,VT05676
MARY PARKE MEYER SECRETARY
1.00 		0 0 0
3707 BRIDGMAN HILL RD
HARDWICK,VT05843
PATRICIA PASSMORE ALLEY PRESIDENT
8.00 		0 0 0
333 ATHERTON WAY
GREENSBORO,VT05841
PAUL COSTELLO DIRECTOR
1.00 		0 0 0
89 MAIN ST
ESSEX,VT05452
SARAH LAMMERT DIRECTOR
1.00 		0 0 0
786 BAYLEY HAZEN RD
GREENSBORO,VT05841
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,571,260
b
Average of monthly cash balances.......................
1b
95,735
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,666,995
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,666,995
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
25,005
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,641,990
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
82,100
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
82,100
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,579
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,579
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
80,521
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
80,521
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
80,521
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
174,900
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
174,900
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 80,521
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 146,167
b From 2020...... 119,869
c From 2021...... 131,016
d From 2022...... 112,131
e From 2023...... 175,556
f Total of lines 3a through e ........ 684,739
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 174,900
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 80,521
e Remaining amount distributed out of corpus 94,379
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 779,118
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		146,167
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		632,951
10 Analysis of line 9:
a Excess from 2020.... 119,869
b Excess from 2021.... 131,016
c Excess from 2022.... 112,131
d Excess from 2023.... 175,556
e Excess from 2024.... 94,379
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AWARE

PO BOX 307 88 HIGH STREET
HARDWICK,VT05843 		  NC GENERAL OPERATING SUPPORT 10,000

CENTER FOR AN AGRICULTURAL ECONOMY

140 JUNCTION RD
HARDWICK,VT05843 		  NC GENERAL OPERATING SUPPORT 20,000

CIRCUS SMIRKUS (THE CIRCUS BARN INC)

1 CIRCUS ROAD
GREENSBORO,VT05841 		  NC CAPACITY BUILDING AND ACCESSIBILITY INITIATIVES 5,000

CRAFTSBURY COMMUNITY CARE CENTER

1784 EAST CRAFTSBURY ROAD
CRAFTSBURY,VT05826 		  NC GENERAL OPERATING SUPPORT 10,000

CRAFTSBURY SAPLINGS

1773 EAST CRAFTSBURY ROAD
CRAFTSBURY,VT05826 		  NC GENERAL OPERATING SUPPORT AND EQUIPMENT/MATERIALS 15,000

GREENSBORO COMMUNITY CHILDCARE CENTER (DBA FOUR SEASONS OF EARLY LEARNING)

1160 MAIN STREET
GREENSBORO BEND,VT05842 		  NC GENERAL OPERATING SUPPORT 9,500

GREENSBORO FREE LIBRARY

53 WILSON STREET
GREENSBORO,VT05841 		  NC LEGO SETS & PROGRAMMING 5,400

GREENSBORO NURSING HOME (GREENSBORO HOSPITAL ASSOCIATION INC)

47 MAGGIES POND RD
GREENSBORO,VT05841 		  NC ALTERNATING AIR MATTRESSES 5,000

HARDWICK AREA FOOD PANTRY

39 W CHURCH STREET
HARDWICK,VT05843 		  NC GENERAL OPERATING SUPPORT 10,000

LUND FAMILY CENTER

50 JOY DRIVE
SOUTH BURLINGTON,VT05403 		  NC KIDS-A-PART PROGRAM 10,000

UP FOR LEARNING (UNLEASHING THE POWER OF PARTNERSHIP FOR LEARNING INC)

155 ELM ST STE 1
MONTPELIER,VT05602 		  NC GENERAL OPERATING SUPPORT 22,500

VERMONT CHILDREN'S TRUST FOUNDATION

95 ST PAUL STREET SUITE 3300
BURLINGTON,VT05401 		  NC GENERAL OPERATING SUPPORT IN THE NORTHEAST KINGDOM OF VERMONT 5,000

VERMONT COUNCIL ON RURAL DEVELOPMENT

43 STATE STREET
MONTPELIER,VT05602 		  NC COMMUNITY VISITS, CLIMATE ECONOMY AND VERMONT COMMUNITY LEADERSHIP NETWORK 17,500

VERMONT HUMANITIES COUNCIL

11 LOOMIS STREET
MONTPELIER,VT05602 		  NC VERMONT READS PROGRAM 5,000

VERMONT YOUTH CONSERVATION CORPS

1949 EAST MAIN STREET
RICHMOND,VT05477 		  NC GENERAL OPERATING SUPPORT 5,000

WHOLEHEART INC

88 HIGH MEADOW LANE
RICHMOND,VT05477 		  NC GENERAL OPERATING SUPPORT 20,000
Total .................................right arrow 3a 174,900
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 36,145  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 87,996  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 124,141 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
124,141
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE WISDOM CONNECTION INC
EIN:
20-0288195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,312 0 0 0

TY 2024 InvestmentsCorpStockSchedule
Name:
THE WISDOM CONNECTION INC
EIN:
20-0288195
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS 1,564,025 1,564,025

TY 2024 OtherExpensesSchedule
Name:
THE WISDOM CONNECTION INC
EIN:
20-0288195
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKS SUBSCRIPTIONS REFERENCES 510 0 0 0
COMMUNICATIONS 941 0 0 0
SUPPLIES 409 0 0 0


TY 2024 OtherIncreasesSchedule
Name:
THE WISDOM CONNECTION INC
EIN:
20-0288195
Description Amount
NET UNREALIZED GAINS AND LOSSES ON INVESTMENTS 44,963


TY 2024 OtherProfessionalFeesSchedule
Name:
THE WISDOM CONNECTION INC
EIN:
20-0288195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 9,981 9,981 0 0


TY 2024 TaxesSchedule
Name:
THE WISDOM CONNECTION INC
EIN:
20-0288195
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 552 552 0 0
PAYROLL TAXES 2,310 0 0 0