2026-05-01T11:03:49-05:00 2025-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2025-01-01 471431059 JM McDonald Foundation Inc % Foundation Source JMMC 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dana Amundson Secretary 8008391754 2026-04-21 true Jeffrey D Haskell P01345770 8008391754 2025 2025-03-06 01:10:19Z X 53808923 X 0 X 6356 6356 705290 705290 6601410 30132712 6601410 7313056 7313056 0 226370 226370 67494 6894 13200 13200 51693 2476 49217 358757 235740 62417 1678000 1678000 2036757 235740 1740417 5276299 7077316 0 672174 1211788 1211788 1122856 1122637 1092446 26946270 32098868 50967362 1018144 602450 537327 29759444 35035743 53808923 0 0 X 29759444 35035743 29759444 35035743 29759444 35035743 29759444 5276299 35035743 35035743 Publicly-traded Securities 30132712 23531302 6601410 6601410 6601410 98375 98375 98375 61502 0 61502 X 0 36873 0 false false false false false false false true true CO NE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false true false false false false false false false false false false false false false false false false false 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 Hartline Investment Corp 211 WEST WACKER DR SUITE 1600 CHICAGO IL 60606 Investment Mgmt 126759 Manning & Napier 290 WOODCLIFF DR FAIRPORT NY 14550 Investment Mgmt 99611 48824618 1667416 0 50492034 0 50492034 757381 49734653 2486733 2486733 98375 98375 2388358 2388358 2388358 1740417 0 0 0 0 1740417 2388358 1693461 2023 2022 2021 1740417 1693461 46956 0 0 2341402 0 0 NONE JM MCDONALD FOUNDATION PO BOX 3219 EVERGREEN CO 80437 3036749300 info@jmmcdonaldfoundation.org APPLICATIONS SUBMITTED ONLINE AT JMMcDonaldfoundation.org Two cycles: Deadlines are April 15th and September 15th with responses in May and October Grants are considered, primarily, from applicants in the upstate New York area 441 MINISTRIES BEECHWOOD INC 441 PARSELLS AVE ROCHESTER NY 14609 N/A PC Cafe Apprenticeship Program (CAP) - Ventilation System 6000 A PLACE FOR JAZZ LTD PO BOX 1059 SCHENECTADY NY 12301 N/A PC A Place for Jazz 2025 Concert Series 5000 ADIRONDACK ARCHITECTURAL HERITAGE 1745 MAIN ST KEESEVILLE NY 12944 N/A PC Great Camp Santanoni Farm Cultural Landscape Report 5000 ADIRONDACK ECONOMIC DEVELOPMENT CORP 67 MAIN ST STE 300 SARANAC LAKE NY 12983 N/A PC High Impact Business Assistance for Disadvantaged Entrepreneurs 10000 ADIRONDACK HISTORICAL ASSOCIATION PO BOX 99 BLUE MOUNTAIN LAKE NY 12812 N/A PC Artist-in-Residence Program 5000 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 5000 ADVOCATES FOR THE SCHUYLERVILLE PUBLIC LIBRARY 52 FERRY ST SCHUYLERVILLE NY 12871 N/A PC Library Building Expansion & Renovation 5000 ALBANY BARN INC 56 2ND ST ALBANY NY 12210 N/A PC Widespread Programmatic & Operating Support for Albany Barn Inc 5000 ALBANY PRO MUSICA INC 30 2ND ST TROY NY 12180 N/A PC Pro Musica International Choral Festival 5000 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 5000 AMERICAN NATIONAL RED CROSS 620 E MAIN ST ENDICOTT NY 13760 N/A PC Disaster Relief and Preparedness 5000 AMPLIFY EQUITY INC 168 N MAIN ST ELMIRA NY 14901 N/A PC From Barriers to Business: Equipping Entrepreneurs for Success 5000 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 5000 ASSEMBLY HOUSE 150 INC 150 EDWARD ST BUFFALO NY 14201 N/A PC General Support of Assembly House 150 5000 ASSOCIATION FOR DEVELOPMENT OF DRAMATIC ARTS INC 310 WEST 72ND ST 8A NEW YORK NY 10023 N/A PC Summer Arts Festival 5000 BABY INSTITUTE INC PO BOX 774 ALBANY NY 12201 N/A PC 2025 Parent & Caregiver Workshops 5000 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) 5000 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 5000 BLUEPATH SERVICE DOGS INC 71 E MAIN ST WAPPINGERS FALLS NY 12590 N/A PC Autism Service Dog Training and Placement Program 5000 BRIDGES FOR BRAIN INJURY INC 5760 DUKE GLOUCESTER WAY FARMINGTON NY 14425 N/A PC The Bridges Farm Learning Pavilion: Wildlife, Agriculture, and Conservation 10000 BROWN BAG MINISTRIES INC 1923 S XENON ST LAKEWOOD CO 80228 N/A PC General & Unrestricted 10100 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 3000 CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION 285 SPRUCE GOOSE ST APT 227 LAS VEGAS NV 89135 N/A PC Camp Pooka 25 5000 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 5000 CATSKILL MOUNTAIN SHAKESPEARE LTD 173 SPRUCETON RD WEST KILL NY 12492 N/A PC Support for CMS 6th Summer Season - Romeo & Juliet 5000 CATSKILLS AGRARIAN ALLIANCE INC 35786 STATE HWY 10 HAMDEN NY 13782 N/A PC Logistics Support for Catskills Agrarian Alliance 10000 CAYUGA MUSEUM 203 GENESEE ST AUBURN NY 13021 N/A PC Inspiring Creative Explorers: Support for Summer & Fall Education Programs 5000 CENTER FOR CREATIVE EDUCATION 16 CEDAR ST KINGSTON NY 12401 N/A PC General Operating Support For CCE's youth safe space 5000 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 5000 CENTER FOR THE ARTS AT ITHACA INC PO BOX 205 ITHACA NY 14851 N/A PC Access to Artistic Programming For Young People 5000 CENTRAL NEW YORK JAZZ ARTS FOUNDATION INC 441 E WASHINGTON ST SYRACUSE NY 13202 N/A PC CNY Jazz Central Green Roof Restoration & Replenishment 5000 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 5000 CHALLENGER MIRACLE FIELD OF WNY PO BOX 826 WEBSTER NY 14580 N/A PC Challenger Miracle Field 4000 CHAMPLAIN AREA TRAILS INC 6470 MAIN ST STE 2 WESTPORT NY 12993 N/A PC Community Connections on Trails and Nature Preserves 5000 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 10000 CHARLTON SCHOOL 322 LAKE HILL RD BURNT HILLS NY 12027 N/A PC Workforce Development Program 10000 CHASING HEALTH INC 33 HAMPSHIRE WAY SCHENECTADY NY 12309 N/A PC Stop Hypertension in the City of Albany Program 5000 CHEMUNG COUNTY PERFORMING ARTS INC PO BOX 1046 ELMIRA NY 14902 N/A PC Sound System Replacement 10000 CHENANGO COUNTY HISTORICAL SOCIETY 45 REXFORD ST NORWICH NY 13815 N/A PC Celebrating & Preserving Chenango County's Heritage 5000 CHILDRENS HOME OF KINGSTON 26 GROVE ST KINGSTON NY 12401 N/A PC Children's Home of Kingston General Operating Support 8000 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) 5000 CIVIC ENSEMBLE INC 103 W SENECA ST STE 301B ITHACA NY 14850 N/A PC ReEntry Theatre Program 5000 CLEAR PATH FOR VETERANS INC 1223 SALT SPRINGS RD CHITTENANGO NY 13037 N/A PC Clear Path for Veterans Canteen Lunch Program 10000 COLLAR WORKS 621 RIVER ST TROY NY 12180 N/A PC FLOCKart 5000 COMFORT FOOD OF WASHINGTON COUNTY PO BOX 86 GREENWICH NY 12834 N/A PC Healthy Foods Distribution to Vulnerable Populations 12000 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 5000 CORNING COMFORT CARE INC 170 EAST 1ST ST CORNING NY 14830 N/A PC Bampa's House General Operating Support 10000 CORNING ELMIRA MUSICAL ARTS PO BOX 15 CORNING NY 14830 N/A PC Orchestra of the Southern Finger Lakes (OSFL) Education Outreach Concerts 3000 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 1000 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 50000 CORTLAND REPERTORY THEATRE INC 24-26 PORT WATSON ST CORTLAND NY 13045 N/A PC Cortland Repertory Theatres 2025 Full Year Season 60000 CORTLAND REUSE INC 186 HOMER AVE CORTLAND NY 13045 N/A PC Upgrading Our Point of Sale 5000 CORTLANDVILLE FIRE DEPARTMENT INCORPORATED 999 NYS RTE 13 CORTLAND NY 13045 N/A PC Funds for Firefighter Overhaul Equipment 25000 CRANDELL THEATRE INC PO BOX 305 CHATHAM NY 12037 N/A PC Crandell Live: Book Series 3000 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 2000 DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY 500 S FRANKLIN ST SYRACUSE NY 13202 N/A PC Science Learning Partnership - Museum of Science & Technology Foundation 5000 DOMINICAN UNIVERSITY NEW YORK 470 WESTERN HWY ORANGEBURG NY 10962 N/A PC Pathways to Practice: Preparing Tomorrow's Health Leaders 10000 DUTCHESS COUNTY SPCA INC 636 VIOLET AVE HYDE PARK NY 12538 N/A PC Safety Net Housing Program 5000 EAGLE ISLAND INC 442 GILPIN BAY SARANAC LAKE NY 12983 N/A PC Summer Camp Financial Assistance 5000 ENABLE 1603 COURT ST SYRACUSE NY 13208 N/A PC Children's Mental Health Center 10000 ESSEX FOOD HUB INC PO BOX 369 WESTPORT NY 12993 N/A PC Match funds for Local Emergency Food Relief Equipment 20000 EVERGREEN CHRISTIAN OUTREACH PO BOX 1515 EVERGREEN CO 80437 N/A PC General & Unrestricted 10000 FINGER LAKES CULTURAL & NATURAL HISTORY MUSEUM 3369 GUYANOGA RD BRANCHPORT NY 14418 N/A PC Operational Support 5000 FINGER LAKES TOY LIBRARY INC PO BOX 6769 ITHACA NY 14851 N/A PC Finger Lakes Toy Library Operating Expenses 5000 FLORIDA BALLET AT JACKSONVILLE INC 10131 ATLANTIC BLVD JACKSONVILLE FL 32225 N/A PC General & Unrestricted 8000 FLY THE COOP 295 CREEK LOCKS RD ROSENDALE NY 12472 N/A PC Paid Vocational Training for Ulster County Youth Ages 14-19 5000 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 5000 FRESH AIR FUND 633 THIRD AVE NEW YORK NY 10017 N/A PC Sharpe Reservation Year-Round Programs 5000 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 6000 FRIENDS OF THE ADDISON YOUTH CENTER INC 21 COMMUNITY DR ADDISON NY 14801 N/A PC AYC General Operating Support 5000 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 5000 FRIENDS OF THE KENNEDY STONEHOUSE SALT FORK STATE 2280 TWYMAN HILL RD BLUE ROCK OH 43720 N/A PC General & Unrestricted 5000 FULTON FAMILY YMCA 715 W BROADWAY FULTON NY 13069 N/A PC Girls Rock 5000 GARDENSHARE INC PO BOX 516 CANTON NY 13617 N/A PC General & Unrestricted 5000 GENESEE COUNTRY MUSEUM 1410 FLINT HILL RD MUMFORD NY 14511 N/A PC GCV&M Operational Support 15000 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 5000 GEVA THEATRE CENTER INC 75 WOODBURY BLVD ROCHESTER NY 14607 N/A PC P.L.A.Y. (Performance = Literature + Art + You) 5000 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 10000 GLENS FALLS SYMPHONY ORCHESTRA INC PO BOX 2036 GLENS FALLS NY 12801 N/A PC Side-by-Side Concert 3000 GOLDEN OPPORTUNITY GO INC PO BOX 370 ITHACA NY 14851 N/A PC GO Tutoring and Mentorship 5000 GRACE OF GOD RECOVERY HOUSE INC 120 FRANKLIN ST ROCHESTER NY 14604 N/A PC Tools for Transformation: Infrastructure Support Aiding Recovery 10000 GRASSROOT GIVERS INC PO BOX 84 DELMAR NY 12054 N/A PC Renovation and Expansion - Equipment and Building Improvement Funds 5000 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 5000 GREAT LAKES WATER SPORT INSTITUTE INC 3621 STONY POINT RD GRAND ISLAND NY 14072 N/A PC Disability Support 10000 GREYSTONE PROGRAMS INC 700 S DR HOPEWELL JCT NY 12533 N/A PC Preserving Home, Protecting Independence: Exterior Renovations for Greystone 10000 HEATLY SCHOOL 171 HUDSON AVE GREEN ISLAND NY 12183 N/A GOV Backpack Program 10000 HERITAGE CHRISTIAN SERVICES INC 275 KENNETH DR STE 100 ROCHESTER NY 14623 N/A PC Aging in Place - Salt Road 10000 HERKIMER NEXT INC 34 CENTRAL PLZ ILION NY 13357 N/A PC Community Engagement Enhancement through Sound Equipment 5000 HINDIS LIBRARIES INC 38 ADELE RD CEDARHURST NY 11516 N/A PC Book Donation Project 3000 HOMELESS AND TRAVELERS AID SOCIETY 138 CENTRAL AVE ALBANY NY 12206 N/A PC Capital Region Furniture Bank 7000 HOMESTEADS FOR HOPE INC 2548 MANITOU RD ROCHESTER NY 14624 N/A PC Homesteads for Hope General Operating Support 5000 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 5000 HOPE HALL 1612 BUFFALO RD ROCHESTER NY 14624 N/A PC Career Development and Occupational Studies (CDOS) program for students who learn differently 5000 HUDSON HEADWATERS HEALTH NETWORK 9 CAREY RD QUEENSBURY NY 12804 N/A PC Point of Care Lab Technology 7000 HUDSON RIVER PATRIOTS ALLIANCE INC PO BOX 293 RED HOOK NY 12571 N/A PC Community Medical Equipment Loan Shed 5000 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 6000 IN FLIGHT INC PO BOX 326 RED HOOK NY 12571 N/A PC Transformation of Town Hall 10000 IN OUR OWN VOICES INC 245 LARK ST ALBANY NY 12210 N/A PC LGBTQ+ Community Empowerment & Equity Hub 5000 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 5000 ITHACA COMMUNITY RECOVERY INC 518 W SENECA ST ITHACA NY 14850 N/A PC ADA-Accessible Bathroom Renovation at ICR 5000 ITHACA HEALTH ALLIANCE INC PO BOX 362 ITHACA NY 14851 N/A PC On-going Operational Support 5000 ITHACA WELCOMES REFUGEES INC 315 N CAYUGA ST ITHACA NY 14850 N/A PC IWR Centralized Staff Operating Support 5000 JEWISH FAMILY SERVICES OF NORTHEASTERN NEW YORK 184 WASHINGTON AVE EXT ALBANY NY 12203 N/A PC Supporting Older Adults Aging in Place 5000 JOSEPHS HOUSE FOR WOMEN INC 802 COURT ST SYRACUSE NY 13208 N/A PC The Transitional Apartments Project 10000 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 5000 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 5000 KATHERINE LUTHER RESIDENTIAL HEALTHCARE & REHABILI 110 UTICA RD CLINTON NY 13323 N/A PC Dementia Unit Refurbish & Educational Training Courses for Staff 10000 KENAN CENTER INC 433 LOCUST ST LOCKPORT NY 14094 N/A PC ACRES on the Go 3000 KING FERRY FOOD PANTRY INC PO BOX 242 KING FERRY NY 13081 N/A PC Operating Support to Maintain Access to Culturally Preferred Foods 5000 KINGSTON MIDTOWN ARTS DISTRICT PO BOX 2892 KINGSTON NY 12402 N/A PC City Look Lab: A Civic Youth Engagement Program 3000 LAKE GEORGE ASSOCIATION INC PO BOX 408 LAKE GEORGE NY 12845 N/A PC Floating Classroom and Stream Education 5000 LAKE GEORGE MUSIC FESTIVAL 7 STONE PINE LN QUEENSBURY NY 12804 N/A PC Lake George Music Festival "518 Edition" 2000 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 3000 LEARNING DISABILITIES ASSOCIATION OF CENTRAL NEW Y 313 EAST WILLOW ST SYRACUSE NY 13203 N/A PC Kick it Up 6000 LIME HOLLOW NATURE CENTER INC 338 MCLEAN RD CORTLAND NY 13045 N/A PC Lime Hollow Nature Center's Visitor Center Capital Improvements 50000 LITTLE PEAKS INC PO BOX 261 KEENE NY 12942 N/A PC Classroom Enrichment, 6 months - 5 years old 5000 LOCHLAND SCHOOL INC 1065 LOCHLAND RD GENEVA NY 14456 N/A PC Therapy Room Improvements for Resident Health and Safety 5000 MARY CARIOLA CHILDRENS CENTER INC 1000 ELMWOOD AVE ROCHESTER NY 14620 N/A PC Growing Our Own - Staff Development Program 7000 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 4000 MERCYWORKS INCORPORATED 1221 S SALINA ST SYRACUSE NY 13202 N/A PC Synergy Leadership Development Internship 5000 MID-NEW YORK ENVIRONMENTAL AND SUSTAINABILTY PROMO 15 HUGUENOT ST APT 5 NEW PALTZ NY 12561 N/A PC Water Insight/TerrainScape 5000 MILLYS PANTRY PO BOX 734 PENN YAN NY 14527 N/A PC Milly's Pantry Building Exterior Repair Project 10000 MOHAWK VALLEY CENTER FOR THE ARTS INC 403 CANAL PL LITTLE FALLS NY 13365 N/A PC MVCA Gallery Move and Upgrade Project 5000 MOM STARTS HERE INC 302 LAFAYETTE ST SCHENECTADY NY 12305 N/A PC Baby Item Network For City of Albany Families 6000 MOUNT EVANS HOSPICE INC 3081 BERGEN PEAK DR STE 100 EVERGREEN CO 80439 N/A PC General & Unrestricted 8000 MOUNTAIN AREA LAND TRUST 908 NOB HILL RD UNIT 200 EVERGREEN CO 804397885 N/A PC General & Unrestricted 8900 MOUNTAIN RESOURCE CENTER INC PO BOX 425 CONIFER CO 80433 N/A PC General & Unrestricted 8000 MOUNTAIN TOP CARES COALITION INC 71 EVERGREEN LN MAPLECREST NY 12454 N/A PC MCC Operating Support 7000 MUSCULAR DYSTROPHY ASSOCIATION 1016 W JACKSON BLVD 1073 CHICAGO IL 60607 N/A PC MDA Upstate New York Care Centers 10000 MUSICIANS OF MAALWYCK INC 511 MOHAWK AVE SCOTIA NY 12302 N/A PC Dido & Aeneas and Under Four Flags 4000 NEW ROOTS CHARTER SCHOOL PO BOX 936 ITHACA NY 14851 N/A PC Maker Space Equipment for Youth Entrepreneurs 3000 NEXT EDGE ARTS INC 151 SPRING ST APT 3 NEW YORK NY 10012 N/A PC Funding the Summer Festival in Chatham, NY 2000 NORTH COUNTRY COMMUNITY COLLEGE FOUNDATION INC 23 SANTANONI AVE SARANAC LAKE NY 12983 N/A PC 2025-2026 Opportunity Scholarship Fund 5000 NORTH LONDON MILL PRESERVATION INC PO BOX 380 ALMA CO 80420 N/A PC General & Unrestricted 25000 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 2000 NYSARC INC - SARATOGA COUNTY CHAPTER 16 SARATOGA BRIDGES BLVD BALLSTON SPA NY 12020 N/A PC Funds for Ruggles Road Electric Hospital Bed 4000 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 4000 ONE SOLIDER AT A TIME 24 SMITH RD WEBSTER NY 14580 N/A PC One Soldier at a Time Packages Operating Support 5000 OPERATION WARM INC PO BOX 822431 PHILADELPHIA PA 19182 N/A PC New Coats or Shoes for Upstate New York Children in Need 20000 OSWEGO INDUSTRIES INC 7 MORRILL PL FULTON NY 13069 N/A PC Creative Connections: Inclusive Arts for Individuals with Disabilities 5000 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 5000 PARSONS CHILD & FAMILY CENTER 60 ACADEMY RD ALBANY NY 12208 N/A PC Early Head Start 10000 PATIENT AIRLIFT SERVICES 7110 REPUBLIC AIRPORT STE 202 FARMINGDALE NY 11735 N/A PC Free Medical Flights for the Underserved in Upstate New York 5000 PAUL SMITHS COLLEGE OF ARTS AND SCIENCES PO BOX 265 PAUL SMITHS NY 12970 N/A PC Paul Smiths' College Culinary Demonstration Garden 25000 PROJECT STORK INC 20 WEBBER AVE OAKFIELD NY 14125 N/A PC WNY Latch Lab 5000 READ ALLIANCE INC 160 BROADWAY 8TH FL EAST BLDG NEW YORK NY 10038 N/A PC High Impact Tutoring and Teen Leadership Program 5000 RED HOOK COMMUNITY CENTER INC 59 FISK ST RED HOOK NY 12571 N/A PC RHCC Teen Group 4000 RED HOOK RESPONDS INCORPORATED PO BOX 624 RED HOOK NY 12571 N/A PC Red Hook Responds Facilities Move and Upgrades 6000 REDHOUSE ARTS CENTER INC PO POX 603 SYRACUSE NY 13201 N/A PC Inclusive Spring Workshops and Theater Production with Arc of Onondaga 5000 RESILIENCE1220 INC PO BOX 2041 EVERGREEN CO 80439 N/A PC General & Unrestricted 15000 RIVER HOSPITAL INC 4 FULLER ST ALEX BAY NY 13607 N/A PC Funds for Electrocardiogram (EKG) Equipment Upgrade 25000 ROCHESTER CHILDFIRST NETWORK 941 S AVE ROCHESTER NY 14620 N/A PC Updating Our TeachersStaff's Technology for 2025 5000 ROCHESTER FOLK ART GUILD INC 1445 UPPER HILL RD MIDDLESEX NY 14507 N/A PC Elevate and Expand 5000 ROCHESTER GENERAL HOSPITAL 1425 PORTLAND AVE ROCHESTER NY 14621 N/A PC Angel Eye Camera System 10000 SAFE INC OF SCHENECTADY 1344 ALBANY ST SCHENECTADY NY 12304 N/A PC Outreach, Shelter, and Support Services for Unhoused Youth 10000 SAINT ANNE INSTITUTE 160 N MAIN AVE ALBANY NY 12206 N/A PC Activities for Traumatized Youth - Residential Program 5000 SAINTS PLACE INC 10 WICKFORD WAY FAIRPORT NY 14450 N/A PC Educational/Vocational Initiative 5000 SCIENCENTER DISCOVERY MUSEUM 601 1ST ST ITHACA NY 14850 N/A PC Ocean Gallery Renewal: Enhancing STEM Education Opportunities in the Finger Lakes 20000 SENIOR CITIZENS SERVICE CENTER OF GLOVERSVILLE INC 53 CHURCH ST GLOVERSVILLE NY 12078 N/A PC Meaningful Meals 3000 SERVANTS OF THE WORD INC DBA THE OPEN DOOR-NY PO BOX 3306 GLENS FALLS NY 12801 N/A PC Full time food pantry 10000 SHAKER HERITAGE SOCIETY 25 MEETING HOUSE RD ALBANY NY 12211 N/A PC Investments in the Hospitality Program at the 1915 Shaker Barn 5000 SISTERS OF SAINT DOMINIC 496 WESTERN HWY BLAUVELT NY 10913 N/A PC RESILIENT SPIRITS: Health and Wellness for Our Aging Sisters 5000 SISTERS OF ST FRANCIS OF THE NEUMANN COMMUNITIES 225 GREENFIELD PKWY LIVERPOOL NY 13088 N/A PC Franciscan Villa Chapel Hearing Loop System 4000 SKANEATELES LAKE ASSOCIATION INC 11 CROSS RD SYRACUSE NY 13224 N/A PC Programs that Protect Skaneateles Lake in Cortland County 10000 SKANEATELES RECREATIONAL CHARITABLE TR 11 FENNELL ST STE 1 SKANEATELES NY 13152 N/A SO III FI Fitness Floor Upgrades 30000 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" 5000 SOCIAL ENTERPRISE AND TRAINING CENTER 131 STATE ST SCHENECTADY NY 12305 N/A PC Incubating Emerging Talent 5000 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 5000 ST JOHNS HOME FOUNDATION INC 150 HIGHLAND AVE ROCHESTER NY 14620 N/A PC Dementia Resource Center 10000 ST PETERS HOSPITAL FOUNDATION INC 310 S MANNING BLVD ALBANY NY 12208 N/A PC Nourishing the Sick: Providing Healthy Food for Cancer Patients 10000 ST PETERS KITCHEN INC PO BOX 11031 ROCHESTER NY 14611 N/A PC Sustaining Nourishment: St. Peter's Kitchen Food Security Resilience Initiative 10000 SUNHEES COMMUNITY PLACE INC 173 4TH ST TROY NY 12180 N/A PC Empowering Immigrants and Refugees in the Capital Region 5000 SYRACUSE JEWISH FAMILY SERVICE JEWISH FAMILY SERVICES GROUP 4101 E SYRACUSE NY 13214 N/A PC Technology Improvements 3000 SYRACUSE YOUTH GOLF INC 5050 JAMESVILLE RD JAMESVILLE NY 13078 N/A PC Sustainable Robotic Mower fleet 10000 TANNERY POND CENTER FOR ARTS EDUCATION & COMMUNITY 228 MAIN ST NORTH CREEK NY 12853 N/A PC Tannery Pond Open Air Development Project 5000 TEA LEAVES INC 322 E FALLS ST ITHACA NY 14850 N/A PC Barricade Fencing & Shade Sails for Reggae Fest 2000 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 5000 THE LAKE PLACID SINFONIETTA INC PO BOX 1303 LAKE PLACID NY 12946 N/A PC 2026 Summer Concert Series 5000 THE SALVATION ARMY 200 TWIN OAKS DR SYRACUSE NY 13206 N/A PC Summer Camp for Low-Income Youth at Long Point Camp 5000 THE WILD CENTER 45 MUSEUM DR TUPPER LAKE NY 12986 N/A PC Turning Twenty: A Wild Center Anniversary Celebration 25000 THE WILLIAM GEORGE AGENCY FOR CHILDRENS SERVICES I 380 FREEVILLE RD FREEVILLE NY 13068 N/A PC Youth and Family Resource Center 10000 THEATRE IN MOTION INC 535 HUNTER AVE SCOTCH PLAINS NJ 07076 N/A PC Celebrating Intergenerational Community: Youth, Families, Neighborhood Partnerships 10000 TICONDEROGA AREA BACKPACK PROGRAM 10 TEMPERANCE PT TICONDEROGA NY 12883 N/A PC Ticonderoga Area Backpack Program 10000 TICONDEROGA MAIN STREET PARTNERSHIP INC PO BOX 379 TICONDEROGA NY 12883 N/A PC TMSP - Annual Festivals and Events 5000 TILLIES TOUCH 111 PATTON AVE EAST SYRACUSE NY 13057 N/A PC Tillie's Touch Soccer and Academic Programs 5000 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 5000 TOOMEY RESIDENTIAL AND COMMUNITY SERVICES CORP 1654 W ONONDAGA ST SYRACUSE NY 13204 N/A PC Necessary Group Home Improvements 4000 TOWN OF ELIZABETHTOWN PO BOX 265 ELIZABETHTOWN NY 12932 N/A GOV "Adirondack Kids: Cultivating Community & Creativity" 5000 TRADITIONAL ARTS IN UPSTATE NEW YORK 53 MAIN ST CANTON NY 13617 N/A PC Capacity Building - Program Director 5000 TRI-CITIES OPERA COMPANY INC 315 CLINTON ST BINGHAMTON NY 13905 N/A PC Opera Education & Appreciation Tour Expansion 10000 TUPPER ARTS 106 PARK ST TUPPER LAKE NY 12986 N/A PC Project Title: Phase One of the Adirondack State Theater Revival 5000 UNADILLA COMMUNITY FARM EDUCATION CENTER INC PO BOX 59 WEST EDMESTON NY 13485 N/A PC Food Access and Herbal Aid Program 5000 UNITED WAY OF THE ADIRONDACK REGION INC 45 TOM MILLER RD PLATTSBURGH NY 12901 N/A PC ALICE (Asset Limited, Income Constrained, Employed) 5000 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 3000 UNIVERSITY OF ROCHESTER 300 E RIVER RD PO BOX 270032 ROCHESTER NY 14627 N/A PC University of Rochester School of Nursing Technology Fund 25000 UPWARD DESIGN FOR LIFE CORPORATION PO BOX 327 BUFFALO NY 14215 N/A PC Healthy Home Furniture Installation Program - New Beds 6000 VANDERHEYDEN HALL INC 614 COOPER HILL RD WYNANTSKILL NY 12198 N/A PC New Front Door for Bessey Group Home for Special Needs Youth 5000 WESLEY HEALTH CARE CENTER INC 131 LAWRENCE ST SARATOGA SPRINGS NY 12866 N/A PC Accessible Enrichment Transportation Program for Seniors 5000 WILD EARTH WILDERNESS SCHOOL 2307 LUCAS TPKE HIGH FALLS NY 12440 N/A PC Nature Connection & Experiential Education Project 5000 WILDWOOD FOUNDATION INC 1190 TROY SCHENECTADY RD LATHAM NY 12110 N/A PC Authentic Inclusion: Wildwood's Adult Education Program 6000 YMCA OF PLATTSBURGH INC 17 OAK ST PLATTSBURGH NY 12901 N/A PC New YMCA Facility for the North Country 5000 YOUNG MENS CHRISTIAN ASSOCIATION CORTLAND 22 TOMPKINS ST CORTLAND NY 13045 N/A PC Cortland YMCA Pool Project 75000 YOUNG WOMENS CHRISTIAN ASSOCIATION 14 CLAYTON AVE CORTLAND NY 13045 N/A PC YWCA Preservation Grant 75000 1678000 14 6356 14 705290 18 6601410 7313056 7313056 false false false false false false false false false false APACHE FINANCE CANADA CORP - 7 128143 110072 AT&T INC - 7.300% - 08/15/2026 245936 203227 CITIGROUP GLOBAL MKTS - 0.000% 131040 129428 HSBC BK - 1.210% - 03/07/2028 97331 94600 ADVANCED MICRO DEVICES INC 408361 2023812 ALBEMARLE CP 80415 140591 ALPHABET INC CL A 383446 3056131 AMAZON COM 996931 2316740 AMPHENOL CORPORATION 41903 88787 APPLIED MATERIALS INC 95411 108450 ASML HOLDING NV NY REG SHS 90283 101637 ASTRAZENECA 131365 154626 ATLASSIAN CORP CL A 72071 60154 BAE SYSTEMS PLC 167957 201271 BENTLEY SYSTEMS INC CL B 134463 92436 BERKSHIRE HATHAWAY INC. CLASS 965475 1507950 BLACKROCK INC 124733 133793 CADENCE DESIGN SYSTEMS INC 117774 128783 CBRE GROUP 126431 158057 CHEMICAL AND MINING CO OF CHIL 75601 136086 CITIGROUP INC 1152175 1269004 CLEARWATER ANALYTICS HOLDINGS, 63688 65534 CLOUDFLARE, INC. 562451 2144006 COMPANHIA SANEA ADS 71294 71431 COOPER COMPANIES INC 136584 142856 CORNING INC 1146918 2051093 DELL TECHNOLOGIES INC CLASS C 1158278 1132920 DEUTSCHE BOERSE ADR 41867 54578 DEUTSCHE POST AG 55633 69839 EATON CORP PLC 1000740 917309 ELEVANCE HEALTH INC 128503 135663 ELI LILLY & CO 586031 2041892 FIRST AMERICAN CORP 64491 64266 GSK PLC 63879 79298 HALMA PLC ADR 59855 78416 HEICO CP CL A 49386 61088 HERMES INTL 10 ADR 128694 128216 INTERCONTINENTAL EXCHANGE, INC 41322 64298 ISHARES FLOATING RATE NOTE FUN 2825054 2822220 ISHARES TREASURY FLOATING RATE 1615416 1609674 L'AIR LIQUIDE ADR OTC 167616 167104 L3HARRIS TECHNOLOGIES 93882 133868 LAM RESEARCH CORP 92605 114006 MANNING & NAPIER CORE BOND SER 2773209 2597766 MANNING & NAPIER UNCONSTRAINED 1361630 1318902 MARVELL TECHNOLOGY, INC 531174 1400046 MASTERCARD INC 89171 244908 MERCADOLIBRE, INC 81584 84599 META PLATFORMS INC 1298990 1567714 MICROSOFT CORP 601295 1804870 MONOTARO CO., LTD 72313 70854 MOODYS CORP 90479 135375 MORGAN STANLEY 928667 989730 NASDAQ OMX GROUP 65924 86251 NU HOLDINGS LTD 176266 203123 NVIDIA CORP 457521 4483273 PERSIMMON PLC ADR 83689 93019 ROCHE HOLDING LTD ADR 165415 246866 ROLLINS INC 63910 71304 S&P GLOBAL INC COM 76627 97724 SCHWAB STRATEGIC TR 1 5YR CORB 2253399 2253450 SERVICE NOW 901505 1148159 SHERWIN-WILLIAMS CO 57905 57677 TAIWAN SEMICONDUCTOR MFG CO LT 172666 256787 TENCENT HOLDINGS LIMITED 122423 121332 TJX COMPANIES INC 113645 127804 TRANSUNION COM USD0.01 112062 102643 UBER 1198857 1205223 UNITED PARCEL SERVICE 185072 203042 UNITEDHEALTH GROUP INC 76476 93091 VEEVA SYSTEMS INC 587091 843809 VERTEX PHARMCTLS INC 183835 226227 VERTIV CL A 923904 1968422 VISA INC 771963 868007 WEST FRASER TIMBER 135010 106270 WORKDAY INC 66209 61212 1122637 1092446 Administrative Fees 46500 46500 Bank Charges 2476 2476 Cell Phone Expense 687 687 Foundation Dues & Memberships 1700 1700 Website Hosting/Support 330 330 Investment Management Services 226370 226370 990-PF Estimated Tax for 2025 60600 Foreign Tax Paid 6894 6894