2015-05-13T10:02:42-05:00 2014-12-31 030319953 Marc Z Aaron CPA 36 Harlow Hill Randolph VT 05060 990PF 2014-01-01 133468798 Ada Brandon Charitable Foundation Inc ADAB 8027289947 3071 S Randolph Rd Randolph Ctr VT 05061 Carl Brandon Trustee 8027289947 2015-05-12 1 Marc Z Aaron CPA P00006682 8027283857 2015-05-12 X 2014 2016-03-07 17:11:31Z X X 88007 X X 123 123 123 1782 1652 1782 7288 75963 7288 9193 9063 1905 0 0 0 0 1590 0 0 0 985 985 0 0 153 103 0 0 2728 1088 0 0 17022 17022 19750 1088 0 17022 -10557 7975 1905 14253 17351 17351 64431 50128 55743 12448 15001 14913 91132 82480 88007 0 0 X 91132 82480 91132 82480 91132 82480 91132 -10557 1905 82480 0 82480 TD Ameritrade Covered Short Term P 38501 39253 -752 -752 TD Ameritrade Covered LOng Term P 14910 12123 2787 2787 6000 Intl Bank Recon P 2012-01-25 2014-06-23 5604 6000 -396 -396 13 IJR P 2005-10-04 2014-05-07 1367 1090 277 277 9 MDY P 2006-02-08 2014-05-07 2204 1260 944 944 13 ITOT P 2009-10-22 2014-01-29 1047 635 412 412 86 ITOT P 2009-10-22 2014-05-07 7358 4203 3155 3155 11 IGE P 2008-02-07 2014-06-19 534 438 96 96 11 ITOT P 2010-06-24 2014-06-19 976 538 438 438 59 IGE P 2008-02-07 2014-12-10 2153 2348 -195 -195 14 ITOT P 2010-06-24 2014-09-26 1250 787 463 463 Capital Gains Dividends P 59 59 59 7288 -752 0 15861 17791 0.891518 14893 18804 0.792012 13979 20961 0.666905 13750 23038 0.596840 16928 23748 0.712818 3.660093 0.732019 15565 11394 80 11474 17022 X 80 0 80 0 80 0 80 0 0 0 0 0 0 0 0 0 0 1 1 DE NY 1 0 0 0 0 1 N/A Carl Brandon 8027289947 3071 So Randolph RD Randolph Center VT 05061 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Carl Brandon 3071 So Randolph RD Randolph CTR VT 05060 Pres/Director 0.50 0 0 0 Robert Brandon 3417 Woodley Rd NW Washington DC 20016 Sec/Director 0.50 0 0 0 NONE 0 NONE 0 0 0 15802 0 15802 0 0 15802 237 15565 778 778 80 80 698 0 698 0 698 17022 0 17022 80 16942 698 0 0 15775 12616 12955 13975 15065 70386 17022 0 0 0 698 16324 0 0 86710 0 0 0 0 0 0 15775 70935 12616 12955 13975 15065 16324 Carl Brandon 3071 So Randolph RD Randolph Center VT 05061 8027289947 carl.brandon@vtc.edu In writing with complete information as to purpose of request. None None Monteverdi Music School Inc 46 Barre ST Montpelier VT 05602 General Donation 200 Khan Academy PO Box 1630 Mountain View CA 94042 General Donation 100 Union of Concerned Scientists Two Brattle Square - Unit 3 Cambridge MA 02138 General Donation 100 The Document Foundation Station Road Cambridge MA 02138 General Donation 10 Network for Good 1140 Connecticut Washington DC 20036 General Donation 103 Wikemedia Foundation Inc 149 New Montgomery ST San Francisco CA 94105 General Donation 20 Vermont Public Radio 365 Troy Avenue Colchester VT 05446 General Donation 100 Intermountain Therapy Animals 4050 South 2700 East Salt Lake City UT 84124 General Donation 25 AMSAT 10605 Concord ST 304 Kensington MD 20895 General Donation 25 Sea Shepherd Conservation Society PO Box 2616 Friday Harbor WA 98250 General Donation 100 Opera North 20 West Park ST Lebanon NH 03766 General Donation 300 PayPal Giving Fund 1250 I St NW STE 1200 Washington DC 20005 General Donation 25 Museum of Mathematics 11 E 26th ST New York NY 10010 General Donation 99 American Museum of Natural History Central Park W 79th St New York NY 10024 General Donation 280 Central Vermont Chanber Music Festival 71-73 Main ST Randolph VT 05060 General Donation 250 Freedom from Religion Foundation PO Box 750 Madison WI 53701 General Donation 100 Matthew Zimet Scholarship Fund - Vermont Technical College PO Box 500 Randolph Center VT 05061 General Donation 500 Metropolitan Museum of Art 1000 5th Ave New York NY 10028 Scholarship Fund 270 Mountain Lake PBS One Sesame ST Plattsburgh NY 12901 General Donation 150 National Air And Space Society Independence Ave at 6th St SW Washington DC 20560 General Donation 100 New York City Ballet 20 Lincoln Center New York NY 10023 General Donation 90 Opera North 20 West Park ST Lebanon NH 03766 Program Support 3590 Randolph Rotary Scholarship Fund PO Box 179 Randolph VT 05060 Scholarship fund 125 Randolph Area Community Development Corporation 21 N Main St Randolph VT 05060 Poetry Program 250 The American Sephardi Federation 15 West 126th St New York NY 10011 General Donation 100 The Frick Collection 1 E 70th ST New York NY 10021 General Donation 120 University of Vermont Campus Center Burlington VT 05405 Energy Program 45 Vermont Pride Theater Summer Festival 71-73 Main ST Randolph VT 05060 General Donation 100 Vermont Symphony Orchestra 2 Church Street Burlington VT 05401 General Donation 450 National Consumers League 1701 K Street NW - Suite 1200 Washington DC 20006 General Donation 1500 Baltimore Orioles 333 W Camden ST Baltimore MD 21201 Tickets for Fod Kids Program 575 Fields of Dreams A Greater Washington 333 W Camden ST Baltimore MD 21201 General Donation 1500 Kennedy Center 2700 F ST NW Washington DC 20566 General Donation 120 Alzheimers Association 1212 New York Ave NW Suite 800 Washington DC 20005 General Donation 125 Mikva Challenge Grant Fund 332 S Michigan Ave - Ste 400 Chicago IL 60604 General Donation 500 Public Citizen 1600 20th St NW Washington DC 20009 General Donation 250 Advancement Project 12201 ST NW 850 Washington DC 20005 General Donation 150 Paul Tully Memorial 201 Allison ST NW Washington DC 20011 General Donation 200 Center for Community Change 1536 U ST NW Washington DC 20009 General Donation 500 Alliance for Justice 1000 N Alameda St - Suite 340 Los Angeles CA 90012 General Donation 250 Committee of 100 677 Fifth Ave - 5th Floor New York NY 10022 General Donation 625 DC Bar Pro Bono Program 1101 K Street NW - Suite 200 Washington DC 20005 General Donation 100 League of Conservation Education 1920 L Street NW - STE 800 Washington DC 20036 General Donation 250 Cleveland Park Citizens Association PO Box 11444 Washington DC 20008 General Donation 100 DC Children & Youth Investment Trust 1400 16th St NW Washington DC 20036 General Donation 250 Andrew Goodman Foundation PO Box 394 Mahwah NJ 07430 General Donation 250 US Action Education fund 1211 Connecticut Ave NW Washington DC 20036 General Donation 500 DC Vote 1100 H Street NW - Suite M-100 Washington DC 20005 General Donation 175 Midwest Academy 27 E Monroe 11th Floor Chicago IL 60603 General Donation 125 The Treganon Conservancy PO Box 11351 Washington DC 20008 General Donation 250 Syracuse University 900 South Crouse AVE Syracuse NY 13244 General Donation 1000 17022 0 123 1782 7288 0 0 9193 9193 3 The income helps fund the operational expenses of the Foundation which 4 exists to contribute to various charities. 0 0 0 0 0 0 0 0 0 0 Accounting 1590 0 0 0 Fixed Income Funds 15001 14913 Mutual Funds and ETF 50128 55743 Unrealized gains (losses) 1905 Investment Management 985 985 0 0 FTC 25 25 0 0 NYS 50 0 0 0 Federal 78 78 0 0