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Investment Performance & Financial Statements

The linked Endowment Statement files present certain elements of financial information about the endowment investments of the Vermont Scholarship Fund. These reports are provided to VSF/VSAC by the investment manager. Earlier periods are available upon request or from www.guidestar.org.

PDFs (Annual Reports, Financial Statements, Endowment Statements)

Name Type Download Resource
Vermont Student Development Fund Summary Financial Statements (Unaudited) – December 31, 2023 Financial Statements
Annual Form 990 – June 30, 2023 Annual Tax Return
Vermont Student Development Fund Inc Monthly Performance Report – September 30, 2023 Endowment Statements
Vermont Student Development Fund Summary Financial Statements (Unaudited) – September 30, 2023 Financial Statements
Vermont Student Development Fund Inc Monthly Performance Report – June 30, 2023 Endowment Statements
Vermont Student Development Fund Summary Financial Statements (Unaudited) – June 30, 2023 Financial Statements
Vermont Student Development Fund Inc Monthly Performance Report – March 31, 2023 Endowment Statements
Vermont Student Development Fund Summary Financial Statements (Unaudited) – March 31, 2023 Financial Statements
Annual Form 990 – June 30, 2022 Annual Tax Return
The Vermont Scholarship Fund Annual Report – November 2022 Annual Report