2026-05-07T07:06:09-05:00 2025-12-31 651164012 PROSPERITY PARTNERS 41 RYE CIRCLE PO BOX 2166 SOUTH BURLINGTON VT 05407 990PF 2025-01-01 030370623 BERGERON FAMILY FOUNDATION BERG 7817529161 PO BOX 920135 NEEDHAM MA 02492 JAY BERGERON TRUSTEE 7816905495 2026-05-07 1 CATHY H ATTIG P00641183 8023830399 2026-05-07 2025 2025-03-06 01:10:19Z X X 2342124 X X 36056 36056 136757 1072036 136757 172813 172813 0 0 0 2625 0 2625 24256 24256 0 3563 30 0 972 0 0 31416 24286 2625 95000 95000 126416 24286 97625 46397 148527 27479 5477 5477 95631 99029 99029 127 1148807 1188978 1542523 663925 688882 695095 1935969 1982366 2342124 0 0 X 1935969 1982366 0 0 0 0 1935969 1982366 1935969 1982366 1935969 46397 0 1982366 0 1982366 TD BANK AGENCY P 415590 471502 -55912 -55912 TD BANK AGENCY P 558133 454685 103448 103448 TD BANK AGENCY P 46964 9092 37872 37872 LIQUIDATION DISTRIBUTION P 108 108 108 CAPITAL GAINS DIVIDENDS P 51241 51241 51241 136757 2065 0 2065 0 2065 2400 0 0 0 2400 0 335 335 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 0 0 0 0 0 1 N/A JAY BERGERON 7816905495 PO BOX 920135 NEEDHAM MA 02492 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JANE B GUYETTE PO BOX 920135 NEEDHAM MA 02492 TRUSTEE - AS REQUIRED 0.00 0 0 0 JAY BERGERON PO BOX 920135 NEEDHAM MA 02492 TRUSTEE - AS REQUIRED 0.00 0 0 0 MATTHEW BERGERON PO BOX 920135 NEEDHAM MA 02492 TRUSTEE - AS REQUIRED 0.00 0 0 0 JENNIFER CARLSON PO BOX 920135 NEEDHAM MA 02492 TRUSTEE - AS REQUIRED 0.00 0 0 0 NONE 0 NONE 0 0 2187817 113871 0 2301688 0 0 2301688 34525 2267163 113358 113358 2065 2065 111293 0 111293 0 111293 97625 0 97625 111293 0 0 33859 97832 29362 38946 33552 233551 97625 0 0 0 97625 0 13668 13668 219883 0 0 0 0 0 0 20191 199692 97832 29362 38946 33552 BERGERON FAMILY FOUNDATION PO BOX 920135 NEEDHAM MA 02492 7816905495 REQUESTS FOR GRANTS SHOULD BE MADE IN WRITING. THERE ARE NO DEADLINES. NONE. ALZHEIMER'S ASSOCIATION 300 CORNERSTONE DR WILLISTON VT 05495 NO RELATIONSHIP PC GENERAL SUPPORT 1000 BISHOP'S FUND 55 JOY DRIVE SOUTH BURLINGTON VT 05403 NO RELATIONSHIP PC GENERAL SUPPORT 5000 BOYS & GIRLS CLUB OF BURLINGTON 62 OAK STREET BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 3000 BOYS & GIRLS CLUB OF CONCORD 55 BRADLEY ST CONCORD NH 03301 NO RELATIONSHIP PC GENERAL SUPPORT 1000 COMMUNITY COLLEGE OF VERMONT 1 ABENAKI WAY WINOOSKI VT 05404 NO RELATIONSHIP PC GENERAL SUPPORT 7000 COTS 95 NORTH AVE BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 5000 END 68 HOURS OF HUNGER 4 IVY LANE FARMINGTON NH 03835 NO RELATIONSHIP PC GENERAL SUPPORT 5000 FEEDING CHAMPLAIN VALLEY 228 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 6000 HOME SHARE VERMONT 412 FARRELL ST 300 SOUTH BURLINGTON VT 05403 NO RELATIONSHIP PC GENERAL SUPPORT 1000 HOWARD MENTAL HEALTH 208 FLYNN AVENUE STE 3J BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 10000 HUNGER FREE VERMONT 38 EASTWOOD DRIVE SUITE 100 SOUTH BURLINGTON VT 05403 NO RELATIONSHIP PC GENERAL SUPPORT 1000 JUMP 38 SOUTH WINOOSKI AVE BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 1000 MAKE-A-WISH 6655 SHELBURNE ROAD STE 300 SHELBURNE VT 05482 NO RELATIONSHIP PC GENERAL SUPPORT 1000 MCCLURE MILLER RESPITE HOUSE 3113 ROOSEVELT HIGHWAY COLCHESTER VT 05446 NO RELATIONSHIP PC GENERAL SUPPORT 500 OPERATION UNDERGROUND RAILROAD PO BOX 560902 DENVER CO 802560902 NO RELATIONSHIP PC GENERAL SUPPORT 2500 PARTNERS IN ADVENTURES 39 HILLSIDE CIRCLE ESSEX JUNCTION VT 05452 NO RELATIONSHIP PC GENERAL SUPPORT 1000 PHELPS ELEMENTARY SCHOOL 1 LT COL BRIAN DUFFY WAY ROCKLAND MA 02370 NO RELATIONSHIP PC GENERAL SUPPORT 1000 SAINT MICHAEL'S COLLEGE ONE WINOOSKI PARK COLCHESTER VT 05439 NO RELATIONSHIP PC GENERAL SUPPORT 20000 SHELBURNE FOOD SHELF INC PO BOX 763 SHELBURNE VT 05482 NO RELATIONSHIP PC GENERAL SUPPORT 500 SOUTH BURLINGTON SCHOOLS FOUNDATION 550 DORSET STREET SOUTH BURLINGTON VT 05403 NO RELATIONSHIP PC GENERAL SUPPORT 2000 SPECTRUM YOUTH & FAMILY SERVICES 31 ELMWOOD AVENUE BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 5000 ST MARK CATHOLIC PARISH 1251 NORTH AVENUE BURLINGTON VT 05408 NO RELATIONSHIP PC GENERAL SUPPORT 1000 ST SEBASTIAN'S SCHOOL 1191 GREENDALE AVENUE NEEDHAM MA 02492 NO RELATIONSHIP PC GENERAL SUPPORT 3000 THE CLARA MARTIN CENTER 11 NORTH MAIN STREET RANDOLPH VT 05060 NO RELATIONSHIP PC GENERAL SUPPORT 2000 THE LUND FAMILY CENTER 76 GLEN ROAD BURLINGTON VT 05401 NO RELATIONSHIP PC GENERAL SUPPORT 1000 WESTON HIGH SCHOOL METCO PROGRAM 444 WELLESLEY STREET WESTON MA 02493 NO RELATIONSHIP PC GENERAL SUPPORT 1500 WORLD CENTRAL KITCHEN INC PMB 2124 2001 L STREET NW SUITE WASHINGTON DC 20036 NO RELATIONSHIP PC GENERAL SUPPORT 2500 YMCA CAMP ABNAKI 1252 ABNAKI ROAD NORTH HERO VT 05474 NO RELATIONSHIP PC GENERAL SUPPORT 1000 YMCA CAMP BELKNAP PO BOX 1546 WOLFEBORO NH 03894 NO RELATIONSHIP PC GENERAL SUPPORT 3500 95000 0 14 36056 18 136757 0 172813 0 172813 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 2625 0 2625 VERMONT DOES NOT REQUIRE A FILING. TD BANK AGENCY - BONDS 688882 695095 TD BANK AGENCY - COMMON STOCK 1188978 1542523 ANNUAL MEETING EXPENSE 308 0 0 OFFICE EXPENSES 338 0 0 BANK SERVICES CHARGES 30 0 0 PO BOX RENTAL 296 0 0 INVESTMENT MANAGEMENT FEES 24256 24256 0 FOREIGN TAXES 30 30 0 FEDERAL TAXES 3533 0 0