J M MCDONALD FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J M MCDONALD FOUNDATION INC (EIN 47-1431059)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202641219349102004
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T11:03:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471431059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JM McDonald Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JMMC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dana Amundson | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $53,808,923 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,356 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,356 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $705,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $705,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,601,410 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,132,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,601,410 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,313,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,313,056 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $226,370 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $226,370 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $67,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,894 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $13,200 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,200 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $51,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,476 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,217 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $358,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $62,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,678,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,678,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,036,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,740,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,276,299 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,077,316 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $672,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,211,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,211,788 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,122,856 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,122,637 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,092,446 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,946,270 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,098,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $50,967,362 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,018,144 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $602,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $537,327 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,759,444 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,035,743 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $53,808,923 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,759,444 | RetainedEarningBOYAmt |
| Retained Earning EOY | $35,035,743 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,759,444 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,035,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,759,444 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,035,743 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,759,444 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,276,299 | ExcessRevenueOverExpensesAmt |
| Subtotal | $35,035,743 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $35,035,743 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $30,132,712 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,531,302 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,601,410 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,601,410 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,601,410 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $98,375 | SubtotalAmt |
| Tax Based On Investment Income | $98,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $61,502 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $61,502 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $36,873 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Dana Amundson | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Christine Clagett | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Pamela Criswell | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 1.0 | $0 | $0 | $0 |
| Debbie David | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Justin Klink | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Donald R McJunkin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir | 5.0 | $0 | $0 | $0 |
| Garrett E McJunkin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Nancy J Palmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP, Dir | 1.0 | $0 | $0 | $0 |
| Scott M Palmer | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hartline Investment Corp | |||||
| 211 WEST WACKER DR SUITE 1600 | CHICAGO | IL | 60606 | Investment Mgmt | $126,759 |
| Manning & Napier | |||||
| 290 WOODCLIFF DR | FAIRPORT | NY | 14550 | Investment Mgmt | $99,611 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $48,824,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,667,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $50,492,034 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $50,492,034 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $757,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,734,653 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,486,733 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,486,733 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $98,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $98,375 | TotalTaxAmt |
| Distributable Before Adj | $2,388,358 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,388,358 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,388,358 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,740,417 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,740,417 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,388,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,693,461 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Qualifying Distributions | $1,740,417 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,693,461 | AppliedToYear1Amt |
| Applied To Current Year | $46,956 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $2,341,402 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JM MCDONALD FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3219 | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80437 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3036749300 | RecipientPhoneNum |
| Recipient Email Address | info@jmmcdonaldfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SUBMITTED ONLINE AT JMMcDonaldfoundation.org | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Two cycles: Deadlines are April 15th and September 15th with responses in May and October | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grants are considered, primarily, from applicants in the upstate New York area | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (203 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 441 MINISTRIES BEECHWOOD INC | |||||||
| 441 PARSELLS AVE | ROCHESTER | NY | 14609 | N/A | PC | Cafe Apprenticeship Program (CAP) - Ventilation System | $6,000 |
| A PLACE FOR JAZZ LTD | |||||||
| PO BOX 1059 | SCHENECTADY | NY | 12301 | N/A | PC | A Place for Jazz 2025 Concert Series | $5,000 |
| ADIRONDACK ARCHITECTURAL HERITAGE | |||||||
| 1745 MAIN ST | KEESEVILLE | NY | 12944 | N/A | PC | Great Camp Santanoni Farm Cultural Landscape Report | $5,000 |
| ADIRONDACK ECONOMIC DEVELOPMENT CORP | |||||||
| 67 MAIN ST STE 300 | SARANAC LAKE | NY | 12983 | N/A | PC | High Impact Business Assistance for Disadvantaged Entrepreneurs | $10,000 |
| ADIRONDACK HISTORICAL ASSOCIATION | |||||||
| PO BOX 99 | BLUE MOUNTAIN LAKE | NY | 12812 | N/A | PC | Artist-in-Residence Program | $5,000 |
| ADIRONDACK LAKES CENTER FOR THE ARTS | |||||||
| 3446 STATE RTE 28 | BLUE MTN LAKE | NY | 12812 | N/A | PC | Currents of Creativity: Moving Arts Forward in the Adirondacks | $5,000 |
| ADVOCATES FOR THE SCHUYLERVILLE PUBLIC LIBRARY | |||||||
| 52 FERRY ST | SCHUYLERVILLE | NY | 12871 | N/A | PC | Library Building Expansion & Renovation | $5,000 |
| ALBANY BARN INC | |||||||
| 56 2ND ST | ALBANY | NY | 12210 | N/A | PC | Widespread Programmatic & Operating Support for Albany Barn Inc | $5,000 |
| ALBANY PRO MUSICA INC | |||||||
| 30 2ND ST | TROY | NY | 12180 | N/A | PC | Pro Musica International Choral Festival | $5,000 |
| ALLENDALE COLUMBIA SCHOOL | |||||||
| 519 ALLENS CREEK RD | ROCHESTER | NY | 14618 | N/A | PC | Play with Purpose: Renovating the Allendale Columbia School Playground for Health, Safety, and Learning | $5,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 620 E MAIN ST | ENDICOTT | NY | 13760 | N/A | PC | Disaster Relief and Preparedness | $5,000 |
| AMPLIFY EQUITY INC | |||||||
| 168 N MAIN ST | ELMIRA | NY | 14901 | N/A | PC | From Barriers to Business: Equipping Entrepreneurs for Success | $5,000 |
| ANDERSON CENTER FOR AUTISM | |||||||
| PO BOX 367 | STAATSBURG | NY | 12580 | N/A | PC | Work, Play, Laugh, Grow! Gym Divider Curtain to Support ACA Programs and Services | $5,000 |
| ASSEMBLY HOUSE 150 INC | |||||||
| 150 EDWARD ST | BUFFALO | NY | 14201 | N/A | PC | General Support of Assembly House 150 | $5,000 |
| ASSOCIATION FOR DEVELOPMENT OF DRAMATIC ARTS INC | |||||||
| 310 WEST 72ND ST 8A | NEW YORK | NY | 10023 | N/A | PC | Summer Arts Festival | $5,000 |
| BABY INSTITUTE INC | |||||||
| PO BOX 774 | ALBANY | NY | 12201 | N/A | PC | 2025 Parent & Caregiver Workshops | $5,000 |
| BIG BROTHERS BIG SISTERS OF THE CAPITAL REGION INC | |||||||
| PO BOX 8468 | ALBANY | NY | 12208 | N/A | PC | Igniting Potential: Mentoring NY Capital Region youth (general organizational support) | $5,000 |
| BISHOP SHEEN ECUMENICAL HOUSING FOUNDATION INC | |||||||
| 6605 PITTSFORD PALMYRA RD STE E5 | FAIRPORT | NY | 14450 | N/A | PC | Building Hope Together Gala / Emergency Home Repair Program | $5,000 |
| BLUEPATH SERVICE DOGS INC | |||||||
| 71 E MAIN ST | WAPPINGERS FALLS | NY | 12590 | N/A | PC | Autism Service Dog Training and Placement Program | $5,000 |
| BRIDGES FOR BRAIN INJURY INC | |||||||
| 5760 DUKE GLOUCESTER WAY | FARMINGTON | NY | 14425 | N/A | PC | The Bridges Farm Learning Pavilion: Wildlife, Agriculture, and Conservation | $10,000 |
| BROWN BAG MINISTRIES INC | |||||||
| 1923 S XENON ST | LAKEWOOD | CO | 80228 | N/A | PC | General & Unrestricted | $10,100 |
| BUFFALO AND ERIE COUNTY BOTANICAL GARDENS SOCIETY | |||||||
| 2655 S PARK AVE | BUFFALO | NY | 14218 | N/A | PC | Free Educational Programming for Buffalo and Lackawanna Public and Charter Schools | $3,000 |
| CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION | |||||||
| 285 SPRUCE GOOSE ST APT 227 | LAS VEGAS | NV | 89135 | N/A | PC | Camp Pooka 25 | $5,000 |
| CATSKILL ANIMAL SANCTUARY INC | |||||||
| 316 OLD STAGE RD | SAUGERTIES | NY | 12477 | N/A | PC | A Sustainable & Compassionate Future: Connecting youth throughout New York with environmental & amp; humane education opportunities | $5,000 |
| CATSKILL MOUNTAIN SHAKESPEARE LTD | |||||||
| 173 SPRUCETON RD | WEST KILL | NY | 12492 | N/A | PC | Support for CMS 6th Summer Season - Romeo & Juliet | $5,000 |
| CATSKILLS AGRARIAN ALLIANCE INC | |||||||
| 35786 STATE HWY 10 | HAMDEN | NY | 13782 | N/A | PC | Logistics Support for Catskills Agrarian Alliance | $10,000 |
| CAYUGA MUSEUM | |||||||
| 203 GENESEE ST | AUBURN | NY | 13021 | N/A | PC | Inspiring Creative Explorers: Support for Summer & Fall Education Programs | $5,000 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 16 CEDAR ST | KINGSTON | NY | 12401 | N/A | PC | General Operating Support For CCE's youth safe space | $5,000 |
| CENTER FOR DISABILITY SERVICES INC | |||||||
| 314 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PC | Sustaining Health Services for Patients with Developmental and intellectual disabilities | $5,000 |
| CENTER FOR THE ARTS AT ITHACA INC | |||||||
| PO BOX 205 | ITHACA | NY | 14851 | N/A | PC | Access to Artistic Programming For Young People | $5,000 |
| CENTRAL NEW YORK JAZZ ARTS FOUNDATION INC | |||||||
| 441 E WASHINGTON ST | SYRACUSE | NY | 13202 | N/A | PC | CNY Jazz Central Green Roof Restoration & Replenishment | $5,000 |
| CENTRAL NEW YORK SPAY NEUTER ASSISTANCE PROGRAM CN | |||||||
| 17 SALISBURY ST | CORTLAND | NY | 13045 | N/A | PC | Providing no-cost Spay / Neuter Surgeries and vaccinations for cats and dogs from low-income households in central new york | $5,000 |
| CHALLENGER MIRACLE FIELD OF WNY | |||||||
| PO BOX 826 | WEBSTER | NY | 14580 | N/A | PC | Challenger Miracle Field | $4,000 |
| CHAMPLAIN AREA TRAILS INC | |||||||
| 6470 MAIN ST STE 2 | WESTPORT | NY | 12993 | N/A | PC | Community Connections on Trails and Nature Preserves | $5,000 |
| CHARLES N GORDON WILDLIFE REHABILITATION CENTER IN | |||||||
| 6135 VOSBURG RD | EARLVILLE | NY | 13332 | N/A | PC | Construction of quarantine holding facilities and expanded outdoor enclosures for wildlife in care | $10,000 |
| CHARLTON SCHOOL | |||||||
| 322 LAKE HILL RD | BURNT HILLS | NY | 12027 | N/A | PC | Workforce Development Program | $10,000 |
| CHASING HEALTH INC | |||||||
| 33 HAMPSHIRE WAY | SCHENECTADY | NY | 12309 | N/A | PC | Stop Hypertension in the City of Albany Program | $5,000 |
| CHEMUNG COUNTY PERFORMING ARTS INC | |||||||
| PO BOX 1046 | ELMIRA | NY | 14902 | N/A | PC | Sound System Replacement | $10,000 |
| CHENANGO COUNTY HISTORICAL SOCIETY | |||||||
| 45 REXFORD ST | NORWICH | NY | 13815 | N/A | PC | Celebrating & Preserving Chenango County's Heritage | $5,000 |
| CHILDRENS HOME OF KINGSTON | |||||||
| 26 GROVE ST | KINGSTON | NY | 12401 | N/A | PC | Children's Home of Kingston General Operating Support | $8,000 |
| CHRIST FOR KIDS MINISTRIES INC | |||||||
| 6163 RUSH LIMA RD | RUSH | NY | 14543 | N/A | PC | Miss Julie's School of Beauty's Waiting Area (Capital) | $5,000 |
| CIVIC ENSEMBLE INC | |||||||
| 103 W SENECA ST STE 301B | ITHACA | NY | 14850 | N/A | PC | ReEntry Theatre Program | $5,000 |
| CLEAR PATH FOR VETERANS INC | |||||||
| 1223 SALT SPRINGS RD | CHITTENANGO | NY | 13037 | N/A | PC | Clear Path for Veterans Canteen Lunch Program | $10,000 |
| COLLAR WORKS | |||||||
| 621 RIVER ST | TROY | NY | 12180 | N/A | PC | FLOCKart | $5,000 |
| COMFORT FOOD OF WASHINGTON COUNTY | |||||||
| PO BOX 86 | GREENWICH | NY | 12834 | N/A | PC | Healthy Foods Distribution to Vulnerable Populations | $12,000 |
| COOPERATIVE EXTENSION ASSOCIATION IN THE STATE OF | |||||||
| 20 E MORRIS ST RM 204 | BATH | NY | 14810 | N/A | PC | FVRx and Veggie Van Voucher Program | $5,000 |
| CORNING COMFORT CARE INC | |||||||
| 170 EAST 1ST ST | CORNING | NY | 14830 | N/A | PC | Bampa's House General Operating Support | $10,000 |
| CORNING ELMIRA MUSICAL ARTS | |||||||
| PO BOX 15 | CORNING | NY | 14830 | N/A | PC | Orchestra of the Southern Finger Lakes (OSFL) Education Outreach Concerts | $3,000 |
| CORTLAND COLLECTIVE IMPACT INITIATIVES | |||||||
| 6863 STATE RTE 41 | HOMER | NY | 13077 | N/A | PC | Cooking up Change: Helping Our Community's Children Create a Healthier Future | $1,000 |
| CORTLAND MEMORIAL FOUNDATION IND C O CORTLAND MEMO | |||||||
| 134 HOMER AVE | CORTLAND | NY | 13045 | N/A | PC | Here. For Good. - The Campaign for Cortland Memorial Foundation in support of Guthrie Cortland Medical Center | $50,000 |
| CORTLAND REPERTORY THEATRE INC | |||||||
| 24-26 PORT WATSON ST | CORTLAND | NY | 13045 | N/A | PC | Cortland Repertory Theatres 2025 Full Year Season | $60,000 |
| CORTLAND REUSE INC | |||||||
| 186 HOMER AVE | CORTLAND | NY | 13045 | N/A | PC | Upgrading Our Point of Sale | $5,000 |
| CORTLANDVILLE FIRE DEPARTMENT INCORPORATED | |||||||
| 999 NYS RTE 13 | CORTLAND | NY | 13045 | N/A | PC | Funds for Firefighter Overhaul Equipment | $25,000 |
| CRANDELL THEATRE INC | |||||||
| PO BOX 305 | CHATHAM | NY | 12037 | N/A | PC | Crandell Live: Book Series | $3,000 |
| CREATIVE LIVING SOLUTIONS INC | |||||||
| 125 WOLF ROAD STE 304 | ALBANY | NY | 12205 | N/A | PC | Transitioning Individuals from Wildwood into the Self-Direction Program at Creative Living Solutions | $2,000 |
| DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY | |||||||
| 500 S FRANKLIN ST | SYRACUSE | NY | 13202 | N/A | PC | Science Learning Partnership - Museum of Science & Technology Foundation | $5,000 |
| DOMINICAN UNIVERSITY NEW YORK | |||||||
| 470 WESTERN HWY | ORANGEBURG | NY | 10962 | N/A | PC | Pathways to Practice: Preparing Tomorrow's Health Leaders | $10,000 |
| DUTCHESS COUNTY SPCA INC | |||||||
| 636 VIOLET AVE | HYDE PARK | NY | 12538 | N/A | PC | Safety Net Housing Program | $5,000 |
| EAGLE ISLAND INC | |||||||
| 442 GILPIN BAY | SARANAC LAKE | NY | 12983 | N/A | PC | Summer Camp Financial Assistance | $5,000 |
| ENABLE | |||||||
| 1603 COURT ST | SYRACUSE | NY | 13208 | N/A | PC | Children's Mental Health Center | $10,000 |
| ESSEX FOOD HUB INC | |||||||
| PO BOX 369 | WESTPORT | NY | 12993 | N/A | PC | Match funds for Local Emergency Food Relief Equipment | $20,000 |
| EVERGREEN CHRISTIAN OUTREACH | |||||||
| PO BOX 1515 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $10,000 |
| FINGER LAKES CULTURAL & NATURAL HISTORY MUSEUM | |||||||
| 3369 GUYANOGA RD | BRANCHPORT | NY | 14418 | N/A | PC | Operational Support | $5,000 |
| FINGER LAKES TOY LIBRARY INC | |||||||
| PO BOX 6769 | ITHACA | NY | 14851 | N/A | PC | Finger Lakes Toy Library Operating Expenses | $5,000 |
| FLORIDA BALLET AT JACKSONVILLE INC | |||||||
| 10131 ATLANTIC BLVD | JACKSONVILLE | FL | 32225 | N/A | PC | General & Unrestricted | $8,000 |
| FLY THE COOP | |||||||
| 295 CREEK LOCKS RD | ROSENDALE | NY | 12472 | N/A | PC | Paid Vocational Training for Ulster County Youth Ages 14-19 | $5,000 |
| FOUNDATION OF THE ROMAN CATHOLIC DIOCESE OF SYRACU | |||||||
| 240 E ONONDAGA ST | SYRACUSE | NY | 13202 | N/A | PC | Renewed Houses of Healing: Bringing Hope and Healing to the Incarcerated Community | $5,000 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | Sharpe Reservation Year-Round Programs | $5,000 |
| FRIENDS OF LITTLE PORTION FRIARY A K A LITTLE PORT | |||||||
| 1305 MAIN ST | BUFFALO | NY | 14209 | N/A | PC | Funds for Furnishings for Emergency Shelter Guests | $6,000 |
| FRIENDS OF THE ADDISON YOUTH CENTER INC | |||||||
| 21 COMMUNITY DR | ADDISON | NY | 14801 | N/A | PC | AYC General Operating Support | $5,000 |
| FRIENDS OF THE CENTRAL LIBRARY INC | |||||||
| 447 S SALINA ST 2ND FLOOR | SYRACUSE | NY | 13202 | N/A | PC | The Friends of Central Libraries Author Series | $5,000 |
| FRIENDS OF THE KENNEDY STONEHOUSE SALT FORK STATE | |||||||
| 2280 TWYMAN HILL RD | BLUE ROCK | OH | 43720 | N/A | PC | General & Unrestricted | $5,000 |
| FULTON FAMILY YMCA | |||||||
| 715 W BROADWAY | FULTON | NY | 13069 | N/A | PC | Girls Rock | $5,000 |
| GARDENSHARE INC | |||||||
| PO BOX 516 | CANTON | NY | 13617 | N/A | PC | General & Unrestricted | $5,000 |
| GENESEE COUNTRY MUSEUM | |||||||
| 1410 FLINT HILL RD | MUMFORD | NY | 14511 | N/A | PC | GCV&M Operational Support | $15,000 |
| GENESEE LIVINGSTON ORLEANS WYOMING COUNTIES CHAPTE | |||||||
| 18 MAIN ST | MOUNT MORRIS | NY | 14510 | N/A | PC | Funds for Kitchenette for Elba Day Habiliation Room 5 | $5,000 |
| GEVA THEATRE CENTER INC | |||||||
| 75 WOODBURY BLVD | ROCHESTER | NY | 14607 | N/A | PC | P.L.A.Y. (Performance = Literature + Art + You) | $5,000 |
| GIGIS PLAYHOUSE INC | |||||||
| 326 KENMORE AVE | BUFFALO | NY | 14223 | N/A | PC | General Support of GiGi's Playhouse Buffalo: Helping People with Down Syndrome Thrive | $10,000 |
| GLENS FALLS SYMPHONY ORCHESTRA INC | |||||||
| PO BOX 2036 | GLENS FALLS | NY | 12801 | N/A | PC | Side-by-Side Concert | $3,000 |
| GOLDEN OPPORTUNITY GO INC | |||||||
| PO BOX 370 | ITHACA | NY | 14851 | N/A | PC | GO Tutoring and Mentorship | $5,000 |
| GRACE OF GOD RECOVERY HOUSE INC | |||||||
| 120 FRANKLIN ST | ROCHESTER | NY | 14604 | N/A | PC | Tools for Transformation: Infrastructure Support Aiding Recovery | $10,000 |
| GRASSROOT GIVERS INC | |||||||
| PO BOX 84 | DELMAR | NY | 12054 | N/A | PC | Renovation and Expansion - Equipment and Building Improvement Funds | $5,000 |
| GRASSROOTS GARDENS OF BUFFALO INC | |||||||
| 389 BROADWAY ST | BUFFALO | NY | 14204 | N/A | PC | Community and School Garden Program: Growing Food, Flowers, and Community in Urban Neighborhoods | $5,000 |
| GREAT LAKES WATER SPORT INSTITUTE INC | |||||||
| 3621 STONY POINT RD | GRAND ISLAND | NY | 14072 | N/A | PC | Disability Support | $10,000 |
| GREYSTONE PROGRAMS INC | |||||||
| 700 S DR | HOPEWELL JCT | NY | 12533 | N/A | PC | Preserving Home, Protecting Independence: Exterior Renovations for Greystone | $10,000 |
| HEATLY SCHOOL | |||||||
| 171 HUDSON AVE | GREEN ISLAND | NY | 12183 | N/A | GOV | Backpack Program | $10,000 |
| HERITAGE CHRISTIAN SERVICES INC | |||||||
| 275 KENNETH DR STE 100 | ROCHESTER | NY | 14623 | N/A | PC | Aging in Place - Salt Road | $10,000 |
| HERKIMER NEXT INC | |||||||
| 34 CENTRAL PLZ | ILION | NY | 13357 | N/A | PC | Community Engagement Enhancement through Sound Equipment | $5,000 |
| HINDIS LIBRARIES INC | |||||||
| 38 ADELE RD | CEDARHURST | NY | 11516 | N/A | PC | Book Donation Project | $3,000 |
| HOMELESS AND TRAVELERS AID SOCIETY | |||||||
| 138 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PC | Capital Region Furniture Bank | $7,000 |
| HOMESTEADS FOR HOPE INC | |||||||
| 2548 MANITOU RD | ROCHESTER | NY | 14624 | N/A | PC | Homesteads for Hope General Operating Support | $5,000 |
| HOPE FULL LIFE CENTER INC | |||||||
| PO BOX 9 | RAVENA | NY | 12143 | N/A | PC | Empowering Families Through Affordable Nutrition: Hope Full Life Center's Helping Harvest Program | $5,000 |
| HOPE HALL | |||||||
| 1612 BUFFALO RD | ROCHESTER | NY | 14624 | N/A | PC | Career Development and Occupational Studies (CDOS) program for students who learn differently | $5,000 |
| HUDSON HEADWATERS HEALTH NETWORK | |||||||
| 9 CAREY RD | QUEENSBURY | NY | 12804 | N/A | PC | Point of Care Lab Technology | $7,000 |
| HUDSON RIVER PATRIOTS ALLIANCE INC | |||||||
| PO BOX 293 | RED HOOK | NY | 12571 | N/A | PC | Community Medical Equipment Loan Shed | $5,000 |
| HUGUENOT HISTORICAL SOCIETY NEW PALTZ N Y INC | |||||||
| 88 HUGUENOT ST | NEW PALTZ | NY | 12561 | N/A | PC | Funds New Server for Historic Huguenot Street | $6,000 |
| IN FLIGHT INC | |||||||
| PO BOX 326 | RED HOOK | NY | 12571 | N/A | PC | Transformation of Town Hall | $10,000 |
| IN OUR OWN VOICES INC | |||||||
| 245 LARK ST | ALBANY | NY | 12210 | N/A | PC | LGBTQ+ Community Empowerment & Equity Hub | $5,000 |
| ITHACA COLLEGE | |||||||
| 953 DANBY RD | ITHACA | NY | 14850 | N/A | PC | Encouraging Micromobility in Ithaca: Ensuring E-Bikes and E-Scooters can be safely secured and charged on south hill | $5,000 |
| ITHACA COMMUNITY RECOVERY INC | |||||||
| 518 W SENECA ST | ITHACA | NY | 14850 | N/A | PC | ADA-Accessible Bathroom Renovation at ICR | $5,000 |
| ITHACA HEALTH ALLIANCE INC | |||||||
| PO BOX 362 | ITHACA | NY | 14851 | N/A | PC | On-going Operational Support | $5,000 |
| ITHACA WELCOMES REFUGEES INC | |||||||
| 315 N CAYUGA ST | ITHACA | NY | 14850 | N/A | PC | IWR Centralized Staff Operating Support | $5,000 |
| JEWISH FAMILY SERVICES OF NORTHEASTERN NEW YORK | |||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | PC | Supporting Older Adults Aging in Place | $5,000 |
| JOSEPHS HOUSE FOR WOMEN INC | |||||||
| 802 COURT ST | SYRACUSE | NY | 13208 | N/A | PC | The Transitional Apartments Project | $10,000 |
| JUNIOR ACHIEVEMENT OF CENTRAL UPSTATE NEW YORK INC | |||||||
| 200 W RIDGE RD | ROCHESTER | NY | 14615 | N/A | PC | Accelerating economic mobility and opportunity for youth through the paychex junior achievement | $5,000 |
| JUSTICE FOR ORPHANS INC | |||||||
| 38 FARES RD | RAVENA | NY | 12143 | N/A | PC | Building Brighter Futures: Strengthening Families and Supporting Vulnerable Children in the Capital Region | $5,000 |
| KATHERINE LUTHER RESIDENTIAL HEALTHCARE & REHABILI | |||||||
| 110 UTICA RD | CLINTON | NY | 13323 | N/A | PC | Dementia Unit Refurbish & Educational Training Courses for Staff | $10,000 |
| KENAN CENTER INC | |||||||
| 433 LOCUST ST | LOCKPORT | NY | 14094 | N/A | PC | ACRES on the Go | $3,000 |
| KING FERRY FOOD PANTRY INC | |||||||
| PO BOX 242 | KING FERRY | NY | 13081 | N/A | PC | Operating Support to Maintain Access to Culturally Preferred Foods | $5,000 |
| KINGSTON MIDTOWN ARTS DISTRICT | |||||||
| PO BOX 2892 | KINGSTON | NY | 12402 | N/A | PC | City Look Lab: A Civic Youth Engagement Program | $3,000 |
| LAKE GEORGE ASSOCIATION INC | |||||||
| PO BOX 408 | LAKE GEORGE | NY | 12845 | N/A | PC | Floating Classroom and Stream Education | $5,000 |
| LAKE GEORGE MUSIC FESTIVAL | |||||||
| 7 STONE PINE LN | QUEENSBURY | NY | 12804 | N/A | PC | Lake George Music Festival "518 Edition" | $2,000 |
| LAKE GEORGE OPERA FESTIVAL ASSOCIATION INC | |||||||
| 19 ROOSEVELT DR STE 215 | SARATOGA SPGS | NY | 12866 | N/A | PC | To Support Opera Saratoga's School Tour | $3,000 |
| LEARNING DISABILITIES ASSOCIATION OF CENTRAL NEW Y | |||||||
| 313 EAST WILLOW ST | SYRACUSE | NY | 13203 | N/A | PC | Kick it Up | $6,000 |
| LIME HOLLOW NATURE CENTER INC | |||||||
| 338 MCLEAN RD | CORTLAND | NY | 13045 | N/A | PC | Lime Hollow Nature Center's Visitor Center Capital Improvements | $50,000 |
| LITTLE PEAKS INC | |||||||
| PO BOX 261 | KEENE | NY | 12942 | N/A | PC | Classroom Enrichment, 6 months - 5 years old | $5,000 |
| LOCHLAND SCHOOL INC | |||||||
| 1065 LOCHLAND RD | GENEVA | NY | 14456 | N/A | PC | Therapy Room Improvements for Resident Health and Safety | $5,000 |
| MARY CARIOLA CHILDRENS CENTER INC | |||||||
| 1000 ELMWOOD AVE | ROCHESTER | NY | 14620 | N/A | PC | Growing Our Own - Staff Development Program | $7,000 |
| MERCY CARE FOR THE ADIRONDACKS INC | |||||||
| 185 OLD MILITARY RD | LAKE PLACID | NY | 12946 | N/A | PC | Age-friendly Communities Initiative in the Tri-Lakes Region of the Adirondacks | $4,000 |
| MERCYWORKS INCORPORATED | |||||||
| 1221 S SALINA ST | SYRACUSE | NY | 13202 | N/A | PC | Synergy Leadership Development Internship | $5,000 |
| MID-NEW YORK ENVIRONMENTAL AND SUSTAINABILTY PROMO | |||||||
| 15 HUGUENOT ST APT 5 | NEW PALTZ | NY | 12561 | N/A | PC | Water Insight/TerrainScape | $5,000 |
| MILLYS PANTRY | |||||||
| PO BOX 734 | PENN YAN | NY | 14527 | N/A | PC | Milly's Pantry Building Exterior Repair Project | $10,000 |
| MOHAWK VALLEY CENTER FOR THE ARTS INC | |||||||
| 403 CANAL PL | LITTLE FALLS | NY | 13365 | N/A | PC | MVCA Gallery Move and Upgrade Project | $5,000 |
| MOM STARTS HERE INC | |||||||
| 302 LAFAYETTE ST | SCHENECTADY | NY | 12305 | N/A | PC | Baby Item Network For City of Albany Families | $6,000 |
| MOUNT EVANS HOSPICE INC | |||||||
| 3081 BERGEN PEAK DR STE 100 | EVERGREEN | CO | 80439 | N/A | PC | General & Unrestricted | $8,000 |
| MOUNTAIN AREA LAND TRUST | |||||||
| 908 NOB HILL RD UNIT 200 | EVERGREEN | CO | 804397885 | N/A | PC | General & Unrestricted | $8,900 |
| MOUNTAIN RESOURCE CENTER INC | |||||||
| PO BOX 425 | CONIFER | CO | 80433 | N/A | PC | General & Unrestricted | $8,000 |
| MOUNTAIN TOP CARES COALITION INC | |||||||
| 71 EVERGREEN LN | MAPLECREST | NY | 12454 | N/A | PC | MCC Operating Support | $7,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 1016 W JACKSON BLVD 1073 | CHICAGO | IL | 60607 | N/A | PC | MDA Upstate New York Care Centers | $10,000 |
| MUSICIANS OF MAALWYCK INC | |||||||
| 511 MOHAWK AVE | SCOTIA | NY | 12302 | N/A | PC | Dido & Aeneas and Under Four Flags | $4,000 |
| NEW ROOTS CHARTER SCHOOL | |||||||
| PO BOX 936 | ITHACA | NY | 14851 | N/A | PC | Maker Space Equipment for Youth Entrepreneurs | $3,000 |
| NEXT EDGE ARTS INC | |||||||
| 151 SPRING ST APT 3 | NEW YORK | NY | 10012 | N/A | PC | Funding the Summer Festival in Chatham, NY | $2,000 |
| NORTH COUNTRY COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 23 SANTANONI AVE | SARANAC LAKE | NY | 12983 | N/A | PC | 2025-2026 Opportunity Scholarship Fund | $5,000 |
| NORTH LONDON MILL PRESERVATION INC | |||||||
| PO BOX 380 | ALMA | CO | 80420 | N/A | PC | General & Unrestricted | $25,000 |
| NORTHERN AREA HEALTH EDUCATION CENTER INC | |||||||
| 1 MAIN ST STE 102 | CANTON | NY | 13617 | N/A | PC | Bringing it Home: Using Modern Virtual Reality Techniques to Make Exploring a Healthcare Career Exciting | $2,000 |
| NYSARC INC - SARATOGA COUNTY CHAPTER | |||||||
| 16 SARATOGA BRIDGES BLVD | BALLSTON SPA | NY | 12020 | N/A | PC | Funds for Ruggles Road Electric Hospital Bed | $4,000 |
| OMEGA INSTITUTE FOR HOLISTIC STUDIES INC | |||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | N/A | PC | An Immersive, Contemporary Art Installation at Omega Institute: Connecting Experimental Music to Collective Wellbeing | $4,000 |
| ONE SOLIDER AT A TIME | |||||||
| 24 SMITH RD | WEBSTER | NY | 14580 | N/A | PC | One Soldier at a Time Packages Operating Support | $5,000 |
| OPERATION WARM INC | |||||||
| PO BOX 822431 | PHILADELPHIA | PA | 19182 | N/A | PC | New Coats or Shoes for Upstate New York Children in Need | $20,000 |
| OSWEGO INDUSTRIES INC | |||||||
| 7 MORRILL PL | FULTON | NY | 13069 | N/A | PC | Creative Connections: Inclusive Arts for Individuals with Disabilities | $5,000 |
| PAIGES BUTTERFLY RUN INC | |||||||
| 50 PRESIDENTIAL PLZ STE 106 | SYRACUSE | NY | 13202 | N/A | PC | Help for Local Children and Families Fighting Childhood Cancer - General Operating Support | $5,000 |
| PARSONS CHILD & FAMILY CENTER | |||||||
| 60 ACADEMY RD | ALBANY | NY | 12208 | N/A | PC | Early Head Start | $10,000 |
| PATIENT AIRLIFT SERVICES | |||||||
| 7110 REPUBLIC AIRPORT STE 202 | FARMINGDALE | NY | 11735 | N/A | PC | Free Medical Flights for the Underserved in Upstate New York | $5,000 |
| PAUL SMITHS COLLEGE OF ARTS AND SCIENCES | |||||||
| PO BOX 265 | PAUL SMITHS | NY | 12970 | N/A | PC | Paul Smiths' College Culinary Demonstration Garden | $25,000 |
| PROJECT STORK INC | |||||||
| 20 WEBBER AVE | OAKFIELD | NY | 14125 | N/A | PC | WNY Latch Lab | $5,000 |
| READ ALLIANCE INC | |||||||
| 160 BROADWAY 8TH FL EAST BLDG | NEW YORK | NY | 10038 | N/A | PC | High Impact Tutoring and Teen Leadership Program | $5,000 |
| RED HOOK COMMUNITY CENTER INC | |||||||
| 59 FISK ST | RED HOOK | NY | 12571 | N/A | PC | RHCC Teen Group | $4,000 |
| RED HOOK RESPONDS INCORPORATED | |||||||
| PO BOX 624 | RED HOOK | NY | 12571 | N/A | PC | Red Hook Responds Facilities Move and Upgrades | $6,000 |
| REDHOUSE ARTS CENTER INC | |||||||
| PO POX 603 | SYRACUSE | NY | 13201 | N/A | PC | Inclusive Spring Workshops and Theater Production with Arc of Onondaga | $5,000 |
| RESILIENCE1220 INC | |||||||
| PO BOX 2041 | EVERGREEN | CO | 80439 | N/A | PC | General & Unrestricted | $15,000 |
| RIVER HOSPITAL INC | |||||||
| 4 FULLER ST | ALEX BAY | NY | 13607 | N/A | PC | Funds for Electrocardiogram (EKG) Equipment Upgrade | $25,000 |
| ROCHESTER CHILDFIRST NETWORK | |||||||
| 941 S AVE | ROCHESTER | NY | 14620 | N/A | PC | Updating Our TeachersStaff's Technology for 2025 | $5,000 |
| ROCHESTER FOLK ART GUILD INC | |||||||
| 1445 UPPER HILL RD | MIDDLESEX | NY | 14507 | N/A | PC | Elevate and Expand | $5,000 |
| ROCHESTER GENERAL HOSPITAL | |||||||
| 1425 PORTLAND AVE | ROCHESTER | NY | 14621 | N/A | PC | Angel Eye Camera System | $10,000 |
| SAFE INC OF SCHENECTADY | |||||||
| 1344 ALBANY ST | SCHENECTADY | NY | 12304 | N/A | PC | Outreach, Shelter, and Support Services for Unhoused Youth | $10,000 |
| SAINT ANNE INSTITUTE | |||||||
| 160 N MAIN AVE | ALBANY | NY | 12206 | N/A | PC | Activities for Traumatized Youth - Residential Program | $5,000 |
| SAINTS PLACE INC | |||||||
| 10 WICKFORD WAY | FAIRPORT | NY | 14450 | N/A | PC | Educational/Vocational Initiative | $5,000 |
| SCIENCENTER DISCOVERY MUSEUM | |||||||
| 601 1ST ST | ITHACA | NY | 14850 | N/A | PC | Ocean Gallery Renewal: Enhancing STEM Education Opportunities in the Finger Lakes | $20,000 |
| SENIOR CITIZENS SERVICE CENTER OF GLOVERSVILLE INC | |||||||
| 53 CHURCH ST | GLOVERSVILLE | NY | 12078 | N/A | PC | Meaningful Meals | $3,000 |
| SERVANTS OF THE WORD INC DBA THE OPEN DOOR-NY | |||||||
| PO BOX 3306 | GLENS FALLS | NY | 12801 | N/A | PC | Full time food pantry | $10,000 |
| SHAKER HERITAGE SOCIETY | |||||||
| 25 MEETING HOUSE RD | ALBANY | NY | 12211 | N/A | PC | Investments in the Hospitality Program at the 1915 Shaker Barn | $5,000 |
| SISTERS OF SAINT DOMINIC | |||||||
| 496 WESTERN HWY | BLAUVELT | NY | 10913 | N/A | PC | RESILIENT SPIRITS: Health and Wellness for Our Aging Sisters | $5,000 |
| SISTERS OF ST FRANCIS OF THE NEUMANN COMMUNITIES | |||||||
| 225 GREENFIELD PKWY | LIVERPOOL | NY | 13088 | N/A | PC | Franciscan Villa Chapel Hearing Loop System | $4,000 |
| SKANEATELES LAKE ASSOCIATION INC | |||||||
| 11 CROSS RD | SYRACUSE | NY | 13224 | N/A | PC | Programs that Protect Skaneateles Lake in Cortland County | $10,000 |
| SKANEATELES RECREATIONAL CHARITABLE TR | |||||||
| 11 FENNELL ST STE 1 | SKANEATELES | NY | 13152 | N/A | SO III FI | Fitness Floor Upgrades | $30,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | SVM's 2026 Season - "Carving Out Some Fun: How Slate Helps Us Play in America" | $5,000 |
| SOCIAL ENTERPRISE AND TRAINING CENTER | |||||||
| 131 STATE ST | SCHENECTADY | NY | 12305 | N/A | PC | Incubating Emerging Talent | $5,000 |
| SOUTHERN TIER HEALTH CARE SYSTEM INC | |||||||
| 150 N UNION ST | OLEAN | NY | 14760 | N/A | PC | ADA-Compliant Elevator for Health Care Training & Education Center | $5,000 |
| ST JOHNS HOME FOUNDATION INC | |||||||
| 150 HIGHLAND AVE | ROCHESTER | NY | 14620 | N/A | PC | Dementia Resource Center | $10,000 |
| ST PETERS HOSPITAL FOUNDATION INC | |||||||
| 310 S MANNING BLVD | ALBANY | NY | 12208 | N/A | PC | Nourishing the Sick: Providing Healthy Food for Cancer Patients | $10,000 |
| ST PETERS KITCHEN INC | |||||||
| PO BOX 11031 | ROCHESTER | NY | 14611 | N/A | PC | Sustaining Nourishment: St. Peter's Kitchen Food Security Resilience Initiative | $10,000 |
| SUNHEES COMMUNITY PLACE INC | |||||||
| 173 4TH ST | TROY | NY | 12180 | N/A | PC | Empowering Immigrants and Refugees in the Capital Region | $5,000 |
| SYRACUSE JEWISH FAMILY SERVICE | |||||||
| JEWISH FAMILY SERVICES GROUP 4101 E | SYRACUSE | NY | 13214 | N/A | PC | Technology Improvements | $3,000 |
| SYRACUSE YOUTH GOLF INC | |||||||
| 5050 JAMESVILLE RD | JAMESVILLE | NY | 13078 | N/A | PC | Sustainable Robotic Mower fleet | $10,000 |
| TANNERY POND CENTER FOR ARTS EDUCATION & COMMUNITY | |||||||
| 228 MAIN ST | NORTH CREEK | NY | 12853 | N/A | PC | Tannery Pond Open Air Development Project | $5,000 |
| TEA LEAVES INC | |||||||
| 322 E FALLS ST | ITHACA | NY | 14850 | N/A | PC | Barricade Fencing & Shade Sails for Reggae Fest | $2,000 |
| THE ART EFFECT OF THE HUDSON VALLEY INC | |||||||
| 45 PERSHING AVE | POUGHKEEPSIE | NY | 12601 | N/A | PC | The Art Effect Pathways: From Imagination to Impact | $5,000 |
| THE LAKE PLACID SINFONIETTA INC | |||||||
| PO BOX 1303 | LAKE PLACID | NY | 12946 | N/A | PC | 2026 Summer Concert Series | $5,000 |
| THE SALVATION ARMY | |||||||
| 200 TWIN OAKS DR | SYRACUSE | NY | 13206 | N/A | PC | Summer Camp for Low-Income Youth at Long Point Camp | $5,000 |
| THE WILD CENTER | |||||||
| 45 MUSEUM DR | TUPPER LAKE | NY | 12986 | N/A | PC | Turning Twenty: A Wild Center Anniversary Celebration | $25,000 |
| THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES I | |||||||
| 380 FREEVILLE RD | FREEVILLE | NY | 13068 | N/A | PC | Youth and Family Resource Center | $10,000 |
| THEATRE IN MOTION INC | |||||||
| 535 HUNTER AVE | SCOTCH PLAINS | NJ | 07076 | N/A | PC | Celebrating Intergenerational Community: Youth, Families, Neighborhood Partnerships | $10,000 |
| TICONDEROGA AREA BACKPACK PROGRAM | |||||||
| 10 TEMPERANCE PT | TICONDEROGA | NY | 12883 | N/A | PC | Ticonderoga Area Backpack Program | $10,000 |
| TICONDEROGA MAIN STREET PARTNERSHIP INC | |||||||
| PO BOX 379 | TICONDEROGA | NY | 12883 | N/A | PC | TMSP - Annual Festivals and Events | $5,000 |
| TILLIES TOUCH | |||||||
| 111 PATTON AVE | EAST SYRACUSE | NY | 13057 | N/A | PC | Tillie's Touch Soccer and Academic Programs | $5,000 |
| TOOL LIBRARY INC | |||||||
| 2626 MAIN ST | BUFFALO | NY | 14214 | N/A | PC | Borrowing Tools and Building Community: Advancing The Tool Library's Impact in 2025 | $5,000 |
| TOOMEY RESIDENTIAL AND COMMUNITY SERVICES CORP | |||||||
| 1654 W ONONDAGA ST | SYRACUSE | NY | 13204 | N/A | PC | Necessary Group Home Improvements | $4,000 |
| TOWN OF ELIZABETHTOWN | |||||||
| PO BOX 265 | ELIZABETHTOWN | NY | 12932 | N/A | GOV | "Adirondack Kids: Cultivating Community & Creativity" | $5,000 |
| TRADITIONAL ARTS IN UPSTATE NEW YORK | |||||||
| 53 MAIN ST | CANTON | NY | 13617 | N/A | PC | Capacity Building - Program Director | $5,000 |
| TRI-CITIES OPERA COMPANY INC | |||||||
| 315 CLINTON ST | BINGHAMTON | NY | 13905 | N/A | PC | Opera Education & Appreciation Tour Expansion | $10,000 |
| TUPPER ARTS | |||||||
| 106 PARK ST | TUPPER LAKE | NY | 12986 | N/A | PC | Project Title: Phase One of the Adirondack State Theater Revival | $5,000 |
| UNADILLA COMMUNITY FARM EDUCATION CENTER INC | |||||||
| PO BOX 59 | WEST EDMESTON | NY | 13485 | N/A | PC | Food Access and Herbal Aid Program | $5,000 |
| UNITED WAY OF THE ADIRONDACK REGION INC | |||||||
| 45 TOM MILLER RD | PLATTSBURGH | NY | 12901 | N/A | PC | ALICE (Asset Limited, Income Constrained, Employed) | $5,000 |
| UNITY HOUSE OF CAYUGA COUNTY INC | |||||||
| 217 GENESEE ST STE 14 | AUBURN | NY | 13021 | N/A | PC | Funds to Purchase two items for a group home | $3,000 |
| UNIVERSITY OF ROCHESTER | |||||||
| 300 E RIVER RD PO BOX 270032 | ROCHESTER | NY | 14627 | N/A | PC | University of Rochester School of Nursing Technology Fund | $25,000 |
| UPWARD DESIGN FOR LIFE CORPORATION | |||||||
| PO BOX 327 | BUFFALO | NY | 14215 | N/A | PC | Healthy Home Furniture Installation Program - New Beds | $6,000 |
| VANDERHEYDEN HALL INC | |||||||
| 614 COOPER HILL RD | WYNANTSKILL | NY | 12198 | N/A | PC | New Front Door for Bessey Group Home for Special Needs Youth | $5,000 |
| WESLEY HEALTH CARE CENTER INC | |||||||
| 131 LAWRENCE ST | SARATOGA SPRINGS | NY | 12866 | N/A | PC | Accessible Enrichment Transportation Program for Seniors | $5,000 |
| WILD EARTH WILDERNESS SCHOOL | |||||||
| 2307 LUCAS TPKE | HIGH FALLS | NY | 12440 | N/A | PC | Nature Connection & Experiential Education Project | $5,000 |
| WILDWOOD FOUNDATION INC | |||||||
| 1190 TROY SCHENECTADY RD | LATHAM | NY | 12110 | N/A | PC | Authentic Inclusion: Wildwood's Adult Education Program | $6,000 |
| YMCA OF PLATTSBURGH INC | |||||||
| 17 OAK ST | PLATTSBURGH | NY | 12901 | N/A | PC | New YMCA Facility for the North Country | $5,000 |
| YOUNG MENS CHRISTIAN ASSOCIATION CORTLAND | |||||||
| 22 TOMPKINS ST | CORTLAND | NY | 13045 | N/A | PC | Cortland YMCA Pool Project | $75,000 |
| YOUNG WOMENS CHRISTIAN ASSOCIATION | |||||||
| 14 CLAYTON AVE | CORTLAND | NY | 13045 | N/A | PC | YWCA Preservation Grant | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,678,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,356 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $705,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,601,410 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,313,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,313,056 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE FINANCE CANADA CORP - 7 | $128,143 | $110,072 |
| AT&T INC - 7.300% - 08/15/2026 | $245,936 | $203,227 |
| CITIGROUP GLOBAL MKTS - 0.000% | $131,040 | $129,428 |
| HSBC BK - 1.210% - 03/07/2028 | $97,331 | $94,600 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $408,361 | $2,023,812 |
| ALBEMARLE CP | $80,415 | $140,591 |
| ALPHABET INC CL A | $383,446 | $3,056,131 |
| AMAZON COM | $996,931 | $2,316,740 |
| AMPHENOL CORPORATION | $41,903 | $88,787 |
| APPLIED MATERIALS INC | $95,411 | $108,450 |
| ASML HOLDING NV NY REG SHS | $90,283 | $101,637 |
| ASTRAZENECA | $131,365 | $154,626 |
| ATLASSIAN CORP CL A | $72,071 | $60,154 |
| BAE SYSTEMS PLC | $167,957 | $201,271 |
| BENTLEY SYSTEMS INC CL B | $134,463 | $92,436 |
| BERKSHIRE HATHAWAY INC. CLASS | $965,475 | $1,507,950 |
| BLACKROCK INC | $124,733 | $133,793 |
| CADENCE DESIGN SYSTEMS INC | $117,774 | $128,783 |
| CBRE GROUP | $126,431 | $158,057 |
| CHEMICAL AND MINING CO OF CHIL | $75,601 | $136,086 |
| CITIGROUP INC | $1,152,175 | $1,269,004 |
| CLEARWATER ANALYTICS HOLDINGS, | $63,688 | $65,534 |
| CLOUDFLARE, INC. | $562,451 | $2,144,006 |
| COMPANHIA SANEA ADS | $71,294 | $71,431 |
| COOPER COMPANIES INC | $136,584 | $142,856 |
| CORNING INC | $1,146,918 | $2,051,093 |
| DELL TECHNOLOGIES INC CLASS C | $1,158,278 | $1,132,920 |
| DEUTSCHE BOERSE ADR | $41,867 | $54,578 |
| DEUTSCHE POST AG | $55,633 | $69,839 |
| EATON CORP PLC | $1,000,740 | $917,309 |
| ELEVANCE HEALTH INC | $128,503 | $135,663 |
| ELI LILLY & CO | $586,031 | $2,041,892 |
| FIRST AMERICAN CORP | $64,491 | $64,266 |
| GSK PLC | $63,879 | $79,298 |
| HALMA PLC ADR | $59,855 | $78,416 |
| HEICO CP CL A | $49,386 | $61,088 |
| HERMES INTL 10 ADR | $128,694 | $128,216 |
| INTERCONTINENTAL EXCHANGE, INC | $41,322 | $64,298 |
| ISHARES FLOATING RATE NOTE FUN | $2,825,054 | $2,822,220 |
| ISHARES TREASURY FLOATING RATE | $1,615,416 | $1,609,674 |
| L'AIR LIQUIDE ADR OTC | $167,616 | $167,104 |
| L3HARRIS TECHNOLOGIES | $93,882 | $133,868 |
| LAM RESEARCH CORP | $92,605 | $114,006 |
| MANNING & NAPIER CORE BOND SER | $2,773,209 | $2,597,766 |
| MANNING & NAPIER UNCONSTRAINED | $1,361,630 | $1,318,902 |
| MARVELL TECHNOLOGY, INC | $531,174 | $1,400,046 |
| MASTERCARD INC | $89,171 | $244,908 |
| MERCADOLIBRE, INC | $81,584 | $84,599 |
| META PLATFORMS INC | $1,298,990 | $1,567,714 |
| MICROSOFT CORP | $601,295 | $1,804,870 |
| MONOTARO CO., LTD | $72,313 | $70,854 |
| MOODYS CORP | $90,479 | $135,375 |
| MORGAN STANLEY | $928,667 | $989,730 |
| NASDAQ OMX GROUP | $65,924 | $86,251 |
| NU HOLDINGS LTD | $176,266 | $203,123 |
| NVIDIA CORP | $457,521 | $4,483,273 |
| PERSIMMON PLC ADR | $83,689 | $93,019 |
| ROCHE HOLDING LTD ADR | $165,415 | $246,866 |
| ROLLINS INC | $63,910 | $71,304 |
| S&P GLOBAL INC COM | $76,627 | $97,724 |
| SCHWAB STRATEGIC TR 1 5YR CORB | $2,253,399 | $2,253,450 |
| SERVICE NOW | $901,505 | $1,148,159 |
| SHERWIN-WILLIAMS CO | $57,905 | $57,677 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $172,666 | $256,787 |
| TENCENT HOLDINGS LIMITED | $122,423 | $121,332 |
| TJX COMPANIES INC | $113,645 | $127,804 |
| TRANSUNION COM USD0.01 | $112,062 | $102,643 |
| UBER | $1,198,857 | $1,205,223 |
| UNITED PARCEL SERVICE | $185,072 | $203,042 |
| UNITEDHEALTH GROUP INC | $76,476 | $93,091 |
| VEEVA SYSTEMS INC | $587,091 | $843,809 |
| VERTEX PHARMCTLS INC | $183,835 | $226,227 |
| VERTIV CL A | $923,904 | $1,968,422 |
| VISA INC | $771,963 | $868,007 |
| WEST FRASER TIMBER | $135,010 | $106,270 |
| WORKDAY INC | $66,209 | $61,212 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,122,637 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,092,446 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $46,500 | $46,500 | |
| Bank Charges | $2,476 | $2,476 | |
| Cell Phone Expense | $687 | $687 | |
| Foundation Dues & Memberships | $1,700 | $1,700 | |
| Website Hosting/Support | $330 | $330 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $226,370 | Amt |
| Net Investment Income | $226,370 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2025 | $60,600 | |
| Foreign Tax Paid | $6,894 | $6,894 |