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PECKHAM FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
PECKHAM FAMILY FOUNDATION (EIN 14-1814765)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-11
IRS object ID
202641319349101824
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-11T09:58:46-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331374517PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PKF O'CONNOR DAVIES ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 12TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN141814765EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PECKHAM FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPECKBusinessNameControlTxt
Phone9149492000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line129 OLD ASPETONG ROADAddressLine1Txt
CityKATONAHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN R PECKHAMPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9149492000PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Phone2122862600PhoneNum
Preparation2026-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,339,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,640ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,126InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,126InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$939,955DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,084,846DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$422,036NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,962,721GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$395,058CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$709OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,761OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,420,466TotalRevAndExpnssAmt
Total Net Invst Incm$1,490,791TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$9,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,975AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$103,334OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$69,511OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$33,823OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$37,788TaxesRevAndExpnssAmt
Taxes Net Invst Incm$431TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$185OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$127,784OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$151,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$197,726TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$43,798TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,327,846ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,327,846ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,479,128TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$197,726TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,371,644TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,662ExcessRevenueOverExpensesAmt
Net Investment Income$1,293,065NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$239,361CashBOYAmt
Cash EOY$356,570CashEOYAmt
Cash EOYFMV$356,570CashEOYFMVAmt
Corporate Stock BOY$11,703,078CorporateStockBOYAmt
Corporate Stock EOY$525,099CorporateStockEOYAmt
Corporate Stock EOYFMV$797,514CorporateStockEOYFMVAmt
Other Investments BOY$10,240,776OtherInvestmentsBOYAmt
Other Investments EOY$21,241,884OtherInvestmentsEOYAmt
Other Investments EOYFMV$25,185,631OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,183,215TotalAssetsBOYAmt
Total Assets EOY$22,123,553TotalAssetsEOYAmt
Total Assets EOYFMV$26,339,715TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$22,183,215NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$22,123,553NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$22,183,215TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,123,553TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,183,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,123,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,183,215TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,662ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$22,124,553SubtotalAmt
Other Decreases$1,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,123,553TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICLY TRADED SECURITIESP$2,908,014$2,490,045$417,969$417,969
SALE OF DONATED SECURITIESD$51,555$2,034$49,521$49,521
SARANAC (US) LLCP-$75,584-$75,584
CAPITAL GAINS DIVIDENDSP$3,152$3,152$3,152
FieldValueIRS element (for citing)
Capital Gain Net Income$395,058CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,974InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,974SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,974TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$426OverpaymentAmt
Applied To ES Tax$426AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOHN R PECKHAMIndividualWithBooksNm
Phone9149492000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line129 OLD ASPETONG ROADAddressLine1Txt
CityKATONAHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10536ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
AMY PECKHAM
29 OLD ASPETONG ROADKATONAHNY10536TRUSTEE1.00$0$0$0
JOHN R PECKHAM
29 OLD ASPETONG ROADKATONAHNY10536TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JPMORGAN CHASE BANKBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1270 PARK AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10017ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT AND GRANT MANAGEMENT FEESServiceTypeTxt
Compensation$103,334CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,017,308AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$348,033AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$25,365,341TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$25,365,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$380,480CashDeemedCharitableAmt
Net Vl Noncharitable Assets$24,984,861NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,249,243MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,249,243MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,974TaxBasedOnInvestmentIncomeAmt
Total Tax$17,974TotalTaxAmt
Distributable Before Adj$1,231,269DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,231,269DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,231,269DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,371,644ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,371,644QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,231,269DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$74,842ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$101,818ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$176,660TotalExcessDistributionCyovAmt
Qualifying Distributions$1,371,644QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,231,269AppliedToCurrentYearAmt
Remaining Distri From Corpus$140,375RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$317,035TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$317,035ExcessDistriCyovToNextYrAmt
Excess From Year2$74,842ExcessFromYear2Amt
Excess From Year1$101,818ExcessFromYear1Amt
Excess From Current Year$140,375ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (210 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
12TH ROCK
440 MOUNT HOPE ROADMIDDLETOWNNY10940N/APCGENERAL OPERATING SUPPORT$25,000
12TH ROCK
440 MOUNT HOPE ROADMIDDLETOWNNY10940N/APCTHE RUGBY DEVELOPMENT PROGRAM$500
ABILITIES FIRST INC
167 MYERS CORNERS ROADWAPPINGERS FALLSNY12590N/APCHOLIDAY HELPING HANDS$750
ABORTION POSITIVITY PROJECT
175 WEST 12TH STREET 20ENEW YORKNY10011N/APCGENERAL OPERATING SUPPORT$10,000
ACCESSPOINT RI
111 COMSTOCK PARKWAYCRANSTONRI02921N/APCINCLUSIVE ARTS FOR PEOPLE OF ALL ABILITIES$500
ADAPTIVE SPORTS FOUNDATION
100 SILVERMAN WAYWINDHAMNY12496N/APCTHE WOMEN VETERANS MULTI-SPORT EMPOWERMENT RETREAT$2,000
ADIRONDACK THEATRE FESTIVAL
50 ELM STREETGLENS FALLSNY12801N/APCADIRONDACK THEATRE FESTIVAL'S 2025 SUMMER SEASON$750
AGAWAM JUNIOR HIGH SCHOOL PARENT TEACHER ORGANIZATION
1305 SPRINGFIELD STREETAGAWAMMA01030N/APCTHE FEEDING HILLS COMMUNITY SANCTUARY$500
AGE WELL
875 ROOSEVELT HIGHWAY STE 210COLCHESTERVT05446N/APCMEALS ON WHEELS$500
ALBANY SYMPHONY ORCHESTRA
19 CLINTON AVENUEALBANYNY12203N/APCGENERAL OPERATING SUPPORT$2,500
ALFRED STATE ANNUAL FUND
10 UPPER COLLEGE DRIVEALFREDNY14802N/APCGENERAL OPERATING SUPPORT$5,000
AMELIA PARK CHILDREN'S MUSEUM
29 SOUTH BROAD STREETWESTFIELDMA01085N/APCTHE APCM OUTDOOR LEARNING PLAYSCAPE$500
AMERICAN ASSOCIATION OF WOOD TURNERS
222 LANDMARK CENTER 75 5TH ST WST PAULMN55102N/APCGENERAL OPERATING SUPPORT$1,000
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE SUITE 300ROCKVILLEMD20852N/APCTHE 2025 A PAIRING FOR PREVENTION: COMMITTEE CHALLENGE$546
AMERICAN LIVER FOUNDATION
PO BOX 299WEST ORANGENJ07052N/APCSUPPORT OF THE 2025 NATIONAL LEGACY GALA, IN HONOR OF RICH MILLER, GALA CHAIR$10,000
AMERICAN MUSEUM OF NATURAL HISTORY
200 CENTRAL PARK WESTNEW YORKNY10024N/APCGENERAL OPERATING SUPPORT$5,000
ARTS FOR LEARNING CONNECTICUT
1 EVERGREEN AVE SUITE 33HAMDENCT06518N/APCTHE EXPRESS YOURSELF 12-WEEK AFTER SCHOOL ARTS LEARNING PROGRAM$500
ARTSWESTCHESTER
31 MAMARONECK AVENUE 3RD FLOORWHITE PLAINSNY10601N/APCGALA SPONSORSHIP$25,000
ARTSWESTCHESTER
31 MAMARONECK AVENUE 3RD FLOORWHITE PLAINSNY10601N/APCGENERAL OPERATING SUPPORT$6,000
ASHTABULA ARTS CENTER
2928 W 13TH STASHTABULAOH44004N/APCGENERAL OPERATING SUPPORT$5,000
ASPHALT INSTITUTE FOUNDATION
2696 RESEARCH PARK DRIVELEXINGTONKY40511N/APCTHE INTERNSHIP PROGRAM$10,000
ATHENS CULTURAL CENTER
PO BOX 12ATHENSNY12015N/APCTHE COMMUNITY ARTS INITIATIVE$1,200
ATHENS PERFORMING ARTS CORP
PO BOX 40ATHENSNY12015N/APCGENERAL OPERATING SUPPORT$5,000
BACKYARD SPORTS CARES
75 SOUTH BROADWAY 4TH FLOORWHITE PLAINSNY10601N/APCMVP BASKETBALL CAMP SCHOLARSHIPS$3,000
BEDFORD 2030
PO BOX 812BEDFORD HILLSNY10507N/APCGENERAL OPERATING SUPPORT$5,000
BEDFORD AUDUBON SOCIETY
BYLANE FARM 35 TODD ROADKATONAHNY10536N/APCGENERAL OPERATING SUPPORT$1,000
BEDFORD FIRE DEPARTMENT
550 OLD POST ROAD PO BOX 230BEDFORDNY10506N/APCGENERAL OPERATING SUPPORT$2,500
BEDFORD PLAYHOUSE
PO BOX 777BEDFORDNY10506N/APCGENERAL OPERATING SUPPORT$5,000
BENNINGTON COUNTY CHILD ADVOCACY CENTER
129 ELM STREETBENNINGTONVT05201N/APCPREVENTION EDUCATION EXPANSION$500
BENNINGTON MUSEUM
75 MAIN STREETBENNINGTONVT05201N/APCFAMILY DAY$750
BETHANY ARTS COMMUNITY INC
40 SOMERTOWN RDOSSININGNY10562N/APCGENERAL OPERATING SUPPORT$2,500
BLUEPATH SERVICE DOGS
71 E MAIN ST PO BOX 328WAPPINGERS FALLSNY12590N/APCTHE AUTISM SERVICE DOG TRAINING AND PLACEMENT PROGRAM$1,000
BREAST CANCER OPTIONS INC
101 HURLEY AVENUEKINGSTONNY12401N/APCPEER-LED MONTHLY BREAST CANCER SUPPORT GROUPS$750
BRIDGE STREET THEATRE INC
44 WEST BRIDGE STREETCATSKILLNY12414N/APCON GOLDEN POND BY ERNEST THOMPSON$750
CARAMOOR CENTER FOR MUSIC AND THE ARTS
PO BOX 816KATONAHNY10536N/APCCONCERT SPONSORSHIPS$50,000
CARAMOOR CENTER FOR MUSIC AND THE ARTS
PO BOX 816KATONAHNY10536N/APCGENERAL OPERATING SUPPORT$15,000
CATSKILLS COMEDY FESTIVAL
30 SOUTH FRANKLIN STREETATHENSNY12015N/APCGENERAL OPERATING SUPPORT$500
CENTER FOR DISABILITY SERVICES
314 SOUTH MANNING BOULEVARDALBANYNY12208N/APCGENERAL OPERATING SUPPORT$1,000
CENTER FOR DISABILITY SERVICES DBA PROSPECT CENTER
133 AVIATION ROADQUEENSBURYNY12804N/APCPROSPECT EDUCATION AAC DEVICES$1,000
CHESTERTOWN HISTORICAL SOCIETY
PO BOX 665CHESTERTOWNMD21620N/APCGENERAL OPERATING SUPPORT$250
CJR
550 GOSHEN ROAD PO BOX 161LITCHFIELDCT06759N/APCGENERAL OPERATIONS, IN SUPPORT OF THE CJR INVITATIONAL$2,500
COLUMBIA COUNTY AGRICULTURAL SOCIETY
32 CHURCH STREETCHATHAMNY12037N/APCTHE COLUMBIA COUNTY FAIR$1,500
COMMUNITY CENTER OF NORTHERN WESTCHESTER
PO BOX 159BEDFORD HILLSNY10507N/APCGENERATE OPERATING SUPPORT$10,000
COMMUNITY HOSPICE FOUNDATION
310 SOUTH MANNING BOULEVARDALBANYNY12208N/APCCOMPASSION IN ACTION - ENHANCING END-OF-LIFE CARE THROUGH THE WISH FUND$1,000
COMMUNITY PARTNERS OF GREENVILLE
PO BOX 252GREENVILLENY12083N/APCGREENVILLE DAY WEEKEND CELEBRATION$500
CONNECTICUT DEAF THEATRE
139 N MAIN STREETWEST HARTFORDCT06107N/APCGENERAL OPERATING SUPPORT$750
CONNECTICUT INSTITUTE FOR THE BLIND DBA OAK HILL
120 HOLCOMB STHARTFORDCT06112N/APCGENERAL OPERATING SUPPORT$500
CONNECTICUT PUBLIC
1049 ASYLUM AVEHARTFORDCT06105N/APCGENERAL OPERATING SUPPORT$2,500
CONNECTICUT SCIENCE CENTER
250 COLUMBUS BOULEVARDHARTFORDCT06103N/APCSTEM PROGRAMS FOR ALLIANCE DISTRICT SCHOOLS$750
CONNECTICUT ZOOLOGICAL SOCIETY
1875 NOBLE AVENUEBRIDGEPORTCT06610N/APCZOO PATROL SCHOLARSHIPS$750
CORNELL COOPERATIVE EXTENSION PUTNAM COUNTY
1 GENEVA ROADBREWSTERNY10509N/APCGENERAL OPERATING SUPPORT$5,000
CORNELL UNIVERSITY
159 SAPSUCKER WOODS ROADITHACANY14850N/APCGENERAL OPERATING SUPPORT$500
CORNUCOPIA PROJECT
166 HANCOCK ROADPETERBOROUGHNH03458N/APCCORNUCOPIA PROJECT'S EDUCATIONAL FARM FOR LOCAL FOOD AND COMMUNITY$500
CRANDELL THEATRE
PO BOX 305CHATHAMNY12037N/APCSEL PROGRAM$300
DELAWARE COUNTY COMMUNITY COLLEGE
OFFICE OF INSTITUTIONAL ADVANCEMENTMEDIAPA19063N/APCGENERAL OPERATING SUPPORT, IN MEMORY OF GARRETT GALLAGHER$5,000901 S MEDIA LINE ROAD
DORSET FIRE DISTRICT NO 1
DORSET FIRE HOUSE 2788 RT 30DORSETVT05251N/APCGENERAL OPERATING SUPPORT$1,000
DORSET HISTORICAL SOCIETY
PO BOX 52 34 KENT HILL ROADDORSETVT05251N/APCGENERAL OPERATING SUPPORT$1,000
DORSET THEATRE FESTIVAL
PO BOX 510DORSETVT05251N/APCGENERAL OPERATING SUPPORT$2,500
DOUBLE H RANCH
97 HIDDEN VALLEY ROADLAKE LUZERNENY12846N/APCGENERAL OPERATING SUPPORT$2,500
ELEANOR ROOSEVELT CONFERENCE COMMITTEE
PO BOX 20293 GREELEY SQUARE STATIONNEW YORKNY10001N/ANCCONDUCTING TRAININGS, CIVIC EDUCATION, AND OUTREACH TO INCREASE PRO-CHOICE WOMENS POLITICAL ENGAGEMENT IN NEW YORK STATE$25,000
EMPIRE CENTER FOR PUBLIC POLICY
PO BOX 7113ALBANYNY12224N/APCGENERAL OPERATING SUPPORT$10,000
EMPIRE STATE YOUTH ORCHESTRA
MAC ARTHUR DRIVESCHENECTADYNY12302N/APCCHIME: CREATING HARMONY INSPIRING MUSICAL EMPOWERMENT$500
FEEDING WESTCHESTER
200 CLEARBROOK ROADELMSFORDNY10523N/APCGENERAL OPERATING SUPPORT$15,000
FOOD BANK OF THE HUDSON VALLEY
965 ALBANY-SHAKER ROADLATHAMNY12110N/APCGENERAL OPERATING SUPPORT$5,000
FRANKLIN COMMUNITY CENTER
95 WASHINGTON STREETSARATOGA SPRINGSNY12866N/APCRENTAL & MORTGAGE ASSISTANCE TO INDIVIDUALS$500
FRIENDS OF GREEN CHIMNEYS
400 DOANSBURG ROADBREWSTERNY10509N/APCTHE GREEN CHIMNEYS SUMMER CAMP SCHOLARSHIP PROGRAM$2,500
FRIENDS OF KAREN
118 TITICUS ROADNORTH SALEMNY10560N/APCSUPPORTING TRI-STATE NEW YORK FAMILIES WHEN A CHILD HAS A LIFE-THREATENING ILLNESS$5,000
FRIENDS OF THE FLORIDA SCHOOL OF WOODWORK
1709 N FRANKLIN STREETTAMPAFL33602N/APCGENERAL OPERATING SUPPORT$2,500
FRIENDS OF THE NEUBERGER MUSEUM OF ART
735 ANDERSON HILL ROADHARRISONNY10577N/APCNEU KIDS AT THE NEUBERGER MUSEUM OF ART$500
GARRISON ART CENTER
23 GARRISONS LANDINGGARRISONNY10524N/APCGENERAL OPERATING SUPPORT$250
GRACE SMITH HOUSE
1 BROOKSIDE AVENUEPOUGHKEEPSIENY12601N/APCTHE EMERGENCY SHELTER$750
GREEN CHIMNEYS CHILDREN'S SERVICES
400 DOANSBURG ROADBREWSTERNY10509N/APCGENERAL OPERATING SUPPORT$2,500
GREENE COUNTY AGRICULTURAL SOCIETY
PO BOX 84GREENVILLENY12083N/APCGENERAL OPERATING SUPPORT$1,000
GREENE COUNTY AGRICULTURAL SOCIETY
PO BOX 84GREENVILLENY12083N/APCTHE PURCHASE OF TENT LIGHTING$1,000
HISTORIC HUDSON VALLEY
639 BEDFORD ROADTARRYTOWNNY10591N/APCGENERAL OPERATING SUPPORT$10,000
HISTORIC SARANAC LAKE
89 CHURCH STREETSARANAC LAKENY12983N/APCHISTORIC SARANAC LAKE PUBLIC PROGRAMS$500
HOLE IN THE WALL GANG CAMP
555 LONG WHARF DRIVENEW HAVENCT06511N/APCFAMILY OUTREACH OPERATING SUPPORT$750
HOPE IN THE BOAT
685 WATERVLIET SHAKER ROAD PO BOXLATHAMNY12110N/APCGENERAL OPERATING SUPPORT$5,000701
HOSPICE OF WESTCHESTER
1025 WESTCHESTER AVENUE SUITE 200WHITE PLAINSNY10604N/APCGENERAL OPERATING SUPPORT$5,000
HOUSATONIC COMMUNITY COLLEGE FOUNDATION
900 LAFAYETTE BOULEVARDBRIDGEPORTCT06604N/APCVOCATIONAL SCHOLARSHIPS$750
HUDSON ATHENS LIGHTHOUSE PRESERVATION SOCIETY
PO BOX 145ATHENSNY12015N/APCGENERAL OPERATING SUPPORT$2,500
HUDSON HEADWATERS HEALTH NETWORK
9 CAREY ROADWEST GLENS FALLSNY12804N/APCTHE HUDSON HEADWATERS BUSINESS DONOR PROGRAM$3,500
HUDSON VALLEY CLUBHOUSE
98 CANNON STREETPOUGHKEEPSIENY12601N/APCIMPROVING QUALITY OF LIFE IN THE HUDSON VALLEY FOR PEOPLE LIVING WITH SERIOUS MENTAL ILLNESS$500
HUDSON VALLEY HOSPICE FOUNDATION
80 WASHINGTON STREETPOUGHKEEPSIENY12601N/APCCHARITY CARE FOR THE UNINSURED OR UNDERINSURED$1,000
HUDSON VALLEY SHAKESPEARE FESTIVAL
PO BOX 125GARRISONNY10524N/APCGENERAL OPERATING SUPPORT$10,000
IUOE LOCAL 137 SCHOLARSHIP FUND
1360 PLEASANTVILLE ROADBRIARCLIFF MANORNY10510N/APCGENERAL OPERATING SUPPORT$1,000
JACOB BURNS FILM CENTER
405 MANVILLE RDPLEASANTVILLENY10570N/APCGENERAL OPERATING SUPPORT$5,000
JACQUES PEPIN FOUNDATION
PO BOX 28BARRINGTONRI02806N/APCGENERAL OPERATING SUPPORT$1,000
JUNIOR ACHIEVEMENT OF GREATER FAIRFIELD COUNTY
100 BEARD SAWMILL ROAD SUITE 605SHELTONCT06484N/APCECONOMIC EMPOWERMENT PROGRAMS FOR AT-RISK YOUTH$750
KATONAH MUSEUM OF ART
DEVELOPMENT OFFICE 134 JAY STREETKATONAHNY10536N/APCGENERAL OPERATING SUPPORT$2,500
KATONAH VILLAGE IMPROVEMENT SOCIETY
PO BOX 263KATONAHNY10536N/APCGENERAL OPERATING SUPPORT$1,000
KATONAH VILLAGE LIBRARY
26 BEDFORD ROADKATONAHNY10536N/APCGENERAL OPERATING SUPPORT$2,500
KIDSPLAY CHILDREN'S MUSEUM INC
61 MAIN STREETTORRINGTONCT06790N/APCACCESS PROGRAMS$500
LAMPLIGHTER FOUNDATION
110 WASHINGTON AVENUEALBANYNY12210N/APCGENERAL OPERATING SUPPORT$1,000
LIFESONG INC
1536 CRESCENT ROADCLIFTON PARKNY12065N/APCLIFESONG DASH$4,000
LINCOLN CENTER FOR THE PERFORMING ARTS
70 LINCOLN CENTER PLAZANEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$2,500
LINCOLN CENTER THEATER
150 WEST 65TH STNEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$7,500
LITERACY NETWORK
32 PARK STREETLEEMA01238N/APCSUPPORTING LITNET'S FREE, ACCESSIBLE, AND INDIVIDUALIZED ENGLISH LANGUAGE SUPPORT PROGRAM$750
LIVFREE
12 SHARON ROADTRUMBULLCT06611N/APCMOMENTS OF JOY$1,000
MASSACHUSETTS TAXPAYERS FOUNDATION
333 WASHINGTON STREET SUITE 853BOSTONMA02108N/APCGENERAL OPERATING SUPPORT$2,500
MASTERS SCHOOL
49 CLINTON AVENUEDOBBS FERRYNY10522N/APCTHE ANNUAL FUND$10,000
MEDSHARE INTERNATIONAL
3240 CLIFTON SPRINGS RDDECATURGA30034N/APCUKRAINE WAR AIDE$2,500
MENTOR ME OF ULSTER COUNTY
450 ALBANY AVENUEKINGSTONNY12401N/APCTHE ENRICHMENT ACCESS FOR STRONGER YOUTH (EASY) PROGRAM$250
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028N/APCGENERAL OPERATING SUPPORT$7,500
METROPOLITAN OPERA ASSOCIATION
30 LINCOLN CENTERNEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$35,000
MIANUS RIVER GORGE
167 MIANUS RIVER ROADBEDFORDNY10506N/APCGENERAL OPERATING SUPPORT$1,000
MID HUDSON WORKSHOP FOR THE DISABLED
188 WASHINGTON STREETPOUGHKEEPSIENY12601N/APCEMPOWERMENT THROUGH EQUIPMENT UPGRADES$750
MONTEFIORE MEDICAL CENTER
3325 BAINBRIDGE AVENUETHE BRONXNY10467N/APCMONTEFIORE'S HEALTHY THANKSGIVING INITIATIVE 2025$1,000
MONTGOMERY BASEBALL LEAGUE
PO BOX 431BELLE MEADNJ08502N/APCGENERAL OPERATING SUPPORT$1,000
MORENO VALLEY CULTURAL ARTS FOUNDATION
73 HILLSIDE AVENUENORTHUMBERLANDNH03582N/APCTHE COOS CATALYST CENTER OUTREACH$1,000
MUSEUM OF MODERN ART
11 WEST 53 STREETNEW YORKNY10019N/APCGENERAL OPERATING SUPPORT$5,000
MUSIC CONSERVATORY OF WESTCHESTER
216 CENTRAL AVENUEWHITE PLAINSNY10606N/APCMUSIC THERAPY AND MUSIC EDUCATION FOR YOUTH AND ADULTS WITH DISABILITIES$500
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE ROAD SUITE 1200JENKINTOWNPA19046N/APCGENERAL OPERATING SUPPORT$200,000
NATURAL HISTORY MUSEUM OF THE ADIRONDACKS DBA THE WILD CENTER
45 MUSEUM DRIVETUPPER LAKENY12986N/APCTURNING TWENTY: A WILD CENTER CELEBRATION$2,500
NEW ENGLAND PUBLIC MEDIA
44 HAMPDEN STSPRINGFIELDMA01103N/APCGENERAL OPERATING SUPPORT$2,500
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARDBRONXNY10458N/APCTHE HOLIDAY TRAIN SHOW$65,000
NEW YORK BOTANICAL GARDEN
2900 SOUTHERN BOULEVARDBRONXNY10458N/APCGENERAL OPERATING SUPPORT$10,000
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$13,000
NEW YORK PHILHARMONIC
10 LINCOLN CENTER PLAZANEW YORKNY10023N/APCGENERAL OPERATING SUPPORT$7,500
NEW YORK PUBLIC RADIO
160 VARICK STREET FL 9NEW YORKNY10013N/APCGENERAL OPERATING SUPPORT$2,500
NORTH COUNTRY PUBLIC RADIO
23 ROMODA DRIVE ST LAWRENCECANTONNY13617N/APCGENERAL OPERATING SUPPORT$2,500UNIVERSITY
NORTH EAST COMMUNITY CENTER INC
51 SOUTH CENTER STREET PO BOX 35MILLERTON NYUSANY12546N/APCCOMPREHENSIVE OUT OF SCHOOL TIME IN RURAL NE DUTCHESS$750
NORTHERN DUTCHESS SYMPHONY ORCHESTRA
PO BOX 253RHINEBECKNY12572N/APCTHE JUNE CONCERT$500
NORTHSHIRE CIVIC CENTER - RILEY RINK
410 HUNTER PARK ROAD PO BOX 835MANCHESTER CENTERVT05255N/APCGENERAL OPERATING SUPPORT$2,500
NORTHSHIRE RESCUE SQUAD
PO BOX 26MANCHESTERVT05255N/APCGENERAL OPERATING SUPPORT$1,000
NORTHWELL FOUNDATION
2000 MARCUS AVENUENEW HYDE PARKNY11042N/APCGENERAL OPERATIONS, IN SUPPORT OF THE 34TH ANNUAL TULLY GOLF CLASSIC$4,000
OCEAN STATE MEDIA
50 PARK LANEPROVIDENCERI02907N/APCGENERAL OPERATING SUPPORT$2,500
ONE COMMONWEALTH
202 BONHAM ROADDEDHAMMA02026N/ANCADVERTISING THAT WILL EDUCATE RESIDENTS OF MASSACHUSETTS ABOUT THE IMPORTANCE OF BUILDING MORE HOUSING IN THEIR COMMUNITIES$5,000
ONE SUMMIT
4 HIGH STREET SUITE 128NORTH ANDOVERMA01845N/APCTHE CLIMB FOR COURAGE PROGRAM$1,000
OPENSECRETS
1100 13TH STREET NW SUITE 800WASHINGTONDC20005N/APCGENERAL OPERATING SUPPORT$1,000
OPERATION STAND DOWN RHODE ISLAND
1010 HARTFORD AVENUEJOHNSTONRI02919N/APCTHE PROVIDENCE CLEMENTE VETERANS INITIATIVE (PCVI)$750
ORANGE COUNTY LAND TRUST
PO BOX 269MOUNTAINVILLENY10953N/APCTHE MOONBEAMS PRESERVE TRAIL IMPROVEMENT PROJECT$5,000
PARK MCCULLOUGH HOUSE ASSOCIATION
PO BOX 388NORTH BENNINGTONVT05257N/APCTHE 2025 SEASON AT PARK-MCCULLOUGH$250
PEGASUS THERAPEUTIC RIDING
310 PEACH LAKE ROADBREWSTERNY10509N/APCFINANCIAL AID$4,000
PELOTONIA
L-3454COLUMBUSOH43260N/APCSUPPORT OF PELOTONIA'S MISSION OF ADVANCING CANCER RESEARCH$1,000
PHILIPSTOWN BEHAVIORAL HEALTH HUB
PO BOX 317COLD SPRING HARBORNY10516N/APCEXPANDING FREE MENTAL HEALTH AND RECOVERY SERVICES FOR UNDERSERVED POPULATIONS IN PUTNAM AND DUTCHESS COUNTIES$750
PLEASANT VALLEY FIRE DEPARTMENT
PO BOX 417PLEASANT VALLEYNY12569N/APCGENERAL OPERATING SUPPORT$5,000
PLEASANT VALLEY FREE LIBRARY
1584 MAIN STREETPLEASANT VALLEYNY12569N/APCGENERAL OPERATING SUPPORT$5,000
PS21 CENTER FOR CONTEMPORARY PERFORMANCE
2980 NEW YORK 66CHATHAMNY12037N/APCCOMMONGROUND$750
PURCHASE COLLEGE FOUNDATION
735 ANDERSON HILL ROADHARRISONNY10577N/APCTHE 2024-25 PERFORMANCE SEASON AT THE PAC$2,500
PUTNAM SERVICE DOGS
23 BIRCH DRIVEBREWSTERNY10509N/APCGENERAL OPERATING SUPPORT$750
RECORDER NEWS
282 KATONAH AVENUE SUITE 186KATONAHNY10536N/APCGENERAL OPERATING SUPPORT$2,500
RETT SYNDROME RESEARCH TRUST
67 UNDER CLIFF ROADTRUMBULLCT06611N/APCSPONSORSHIP OF REVERSE RETT UPSTATE NY FALL FESTIVAL 2025$2,500
REVITALIZE COMMUNITY DEVELOPMENT CORPORATION
240 CADWELL DRIVESPRINGFIELDMA01104N/APCTHE GREENNFIT NEIGHBORHOOD REBUILD$750
ROCKLAND CONSERVATORY OF MUSIC
45 SOUTH MAIN STREETPEARL RIVERNY10965N/APCACCESS TO MUSIC FOR INDIVIDUALS WITH DISABILITIES$500
RON BURTON TRAINING VILLAGE
PO BOX 2HUBBARDSTONMA01452N/APCGENERAL OPERATING SUPPORT$75,000
ROTARY CLUB OF CARMEL NEW YORK CHARITABLE FOUNDATION
70 GLENEIDA AVENUECARMEL HAMLETNY10512N/APCTHE COMMUNITY BASKETBALL CHALLENGE$1,000
SACRED HEART UNIVERSITY FBO WSHU PUBLIC RADIO
PO BOX 411589BOSTONMA02241N/APCGENERAL OPERATING SUPPORT$2,500
SAGE CITY SYMPHONY ORCHESTRA CO
PO BOX 542SHAFTSBURYVT05262N/APCSEASON SPONSORSHIP$750
SARATOGA INDEPENDENT SCHOOL
459 LAKE AVENUESARATOGA SPRINGSNY12866N/APCGENERAL OPERATING SUPPORT$10,000
SARATOGA PERFORMING ARTS CENTER
108 AVENUE OF THE PINESSARATOGA SPRINGSNY12866N/APCGENERAL OPERATING SUPPORT$10,000
SARATOGA PERFORMING ARTS CENTER
108 AVENUE OF THE PINESSARATOGA SPRINGSNY12866N/APCSUPPORT OF THE CAPITAL CAMPAIGN$100,000
SAW MILL RIVER AUDUBON
275 MILLWOOD ROADCHAPPAQUANY10514N/APCGENERAL OPERATING SUPPORT$500
SCENIC HUDSON
58 PARKER AVENUEPOUGHKEEPSIENY12601N/APCGENERAL OPERATING SUPPORT$25,000
SCHOOL OF AMERICAN BALLET
70 LINCOLN CENTER PLAZA 5TH FLOORNEW YORKNY10023N/APCGENERAL OPERATIONS, IN SUPPORT OF THE NUTCRACKER FAMILY BENEFIT$25,000
SCHOOLHOUSE THEATRE
18 POMANDER WALKNEW YORKNY10025N/APCGENERAL OPERATING SUPPORT$2,500
SHELBURNE FARMS
1611 HARBOR ROADSHELBURNEVT05482N/APCGENERAL OPERATING SUPPORT$500
SHELTERING THE HOMELESS IS OUR RESPONSIBILITYINTERFAITH COUNCIL FOR AFFORDA
65 LAKE STREETWHITE PLAINSNY10604N/APCTHE AFFORDABLE RENTAL HOUSING PROGRAM$500
SLEEP IN HEAVENLY PEACE INC
669 W QUINN ROAD BLDG 42POCATELLOID83202N/APCNO KID SLEEPS ON THE FLOOR IN OUR TOWN NY-RYE 2025$500
SOUTH END NEIGHBORHOOD TUTORS DBA WIZARD'S WARDROBE
20 RENSSELAER STREETALBANYNY12202N/APCSUPPORT FOR FIELD TRIPS$300
SOUTHERN VERMONT ARTS CENTER
BOX 617 WEST ROADMANCHESTERVT05254N/APCGENERAL OPERATING SUPPORT$5,000
ST PETER'S HOSPITAL FOUNDATION
310 SOUTH MANNING BOULEVARDALBANYNY12208N/APCGENERAL OPERATING SUPPORT$10,000
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BOULEVARDSTATEN ISLANDNY10306N/APCTHE IN THE LINE OF DUTY PROGRAM$1,000
STONE BARNS CENTER
630 BEDFORD ROADPOCANTICO HILLSNY10591N/APCGENERAL OPERATING SUPPORT$31,000
STRAY CAT NETWORK
26 TROW BLVDRED HOOKNY12571N/APCGENERAL OPERATING SUPPORT$2,500
SUNRISE FAMILY RESOURCE CENTER
244 UNION STREETBENNINGTONVT05201N/APCTHE UNACCOMPANIED YOUTH TASK FORCE: FUNDING FOR BASIC NEEDS$1,000
THE BEE CONSERVANCY
1632 1ST AVE 28748NEW YORKNY10028N/APCBEE THE SOLUTION - UPSTATE NEW YORK$500
THE CENTER FOR DISCOVERY
PO BOX 840HARRISNY12742N/APCGENERAL OPERATIONS, IN SUPPORT OF THE FALL GALA$15,000
THE CENTER FOR DISCOVERY
PO BOX 840HARRISNY12742N/APCTHE FARM PROGRAM AND SWIM PROGRAM$10,000
THE CENTER FOR DISCOVERY
PO BOX 840HARRISNY12742N/APCGENERAL OPERATING SUPPORT$15,000
THE CENTER FOR FAMILY JUSTICE
753 FAIRFIELD AVENUEBRIDGEPORTCT06604N/APCCAMP HOPE: SUMMER CAMP IN THE MASSACHUSETTS BERKSHIRES FOR YOUTH VICTIMS OF DOMESTIC VIOLENCE$500
THE EXCEPTIONAL SIDEKICK
3 SIMM LANENEWTOWNCT06470N/APCBREAKING FINANCIAL BARRIERS: EXPANDING ACCESS TO LIFE-CHANGING SERVICE DOGS$750
THE FOOD PANTRIES FOR THE CAPITAL DISTRICT
32 ESSEX STREETALBANYNY12206N/APCHEALTHY FOOD DELIVERY$750
THE FRIENDS ROOM
61 MAIN STREETUNIONVILLECT06085N/APCPATHWAYS TO INDEPENDENCE: TRANSPORTATION, TRAINING, AND INCLUSION FOR ADULTS WITH DISABILITIES$750
THE GRAY HOUSE
22 SHELDON STREETSPRINGFIELDMA01107N/APCTHE ADULT EDUCATION PROGRAM$750
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573N/APCALBANY LIGHT THE NIGHT$5,000
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003N/APCTHE CAPITAL CAMPAIGN$35,000
THE PUBLIC THEATER
425 LAFAYETTE STREETNEW YORKNY10003N/APCGENERAL OPERATING SUPPORT$10,000
THE SEMBRICH
PO BOX 417BOLTON LANDINGNY12814N/APOFTHE GILDED AGE 2025 SUMMER FESTIVAL$500
THE TAFT SCHOOL
110 WOODBURY ROADWATERTOWNCT06795N/APCGENERAL OPERATING SUPPORT$5,000
THE WESLEY COMMUNITY
131 LAWRENCE STREETSARATOGA SPRINGSNY12866N/APCTHE ALZHEIMER'S AND DEMENTIA EDUCATION PROGRAM$1,000
TICONDEROGA MONTCALM STREET PARTNERSHIP
PO BOX 379TICONDEROGANY12883N/APCTMSP ANNUAL FESTIVALS & EVENTS$250
TICONDEROGA MONTCALM STREET PARTNERSHIP
PO BOX 379TICONDEROGANY12883N/APCGENERAL OPERATING SUPPORT$500
TIDES FAMILY SERIVCES INC
215 WASHINGTON STREETWEST WARWICKRI02893N/APCNEXO: CULTURALLY AND LINGUISTICALLY COMPETENT BEHAVIORAL HEALTHCARE FOR YOUTH$500
TOP FLOOR LEARNING
1455 NORTH MAIN STREETPALMERMA01069N/APCGENERAL OPERATING SUPPORT$250
TOWN OF CHESTER
1786 KINGS HIGHWAYCHESTERNY10918N/AGOVCHESTER COMMONS PARK IMPROVEMENTS$20,000
TOWN OF PLEASANT VALLEY
ATTN SPONSORSHIP PO BOX 92PLEASANT VALLEYNY12569N/AGOVPLEASANT VALLEY WEEKEND 2025$10,000
TREEHOUSE FOUNDATION
1 TREEHOUSE CIRCLEEASTHAMPTONMA01027N/APCYOUTH DEVELOPMENT AT TREEHOUSE$1,000
TROY REHABILITATION & IMPROVEMENT PROGRAM
415 RIVER STREET 2ND FLOORTROYNY12180N/APCCOMMUNITY CONNECTIONS$500
TRUSTEES OF UNION COLLEGE
OFFICE OF COLLEGE RELATIONS - ABBESCHENECTADYNY12308N/APCGENERAL OPERATING SUPPORT$5,000HALL 807 UNION STREET
TULANE UNIVERSITY
PO BOX 669394DALLASTX75266N/APCGENERAL OPERATING SUPPORT$2,500
TURNING POINT RECOVERY CENTER OF BENNINGTON
160 BENMONT AVENUE 4TH FLOORBENNINGTONVT05201N/APCFURNITURE FOR BENNINGTONS'S MEN'S RECOVERY HOUSE$1,000
UNION LEAGUE CLUBHOUSE FOUNDATION
38 EAST 37TH STREETNEW YORKNY10016N/APCGENERAL OPERATING SUPPORT$2,500
UNITED WAY OF WESTCHESTER AND PUTNAM
336 CENTRAL PARK AVENUEWHITE PLAINSNY10606N/APCGENERAL OPERATING SUPPORT$10,000
VERMONT PUBLIC
365 TROY AVECOLCHESTERVT05446N/APCGENERAL OPERATING SUPPORT$2,500
WAMC NORTHEAST PUBLIC RADIO
318 CENTRAL AVENUEALBANYNY12206N/APCGENERAL OPERATING SUPPORT$2,500
WARREN WASHINGTON CARE CENTER
24 DIX AVEGLENS FALLSNY12801N/APCEMERGENCY ASSISTANCE FOR ABUSED CHILDREN AND THEIR FAMILIES$1,000
WASHINGTON COUNTY HISTORICAL SOCIETY
167 BROADWAYFORT EDWARDNY12828N/APCGENERAL OPERATING SUPPORT$1,000
WEST END COMMUNITY CENTER
109 BUCKLIN STREETPROVIDENCERI02907N/APCTHE EARLY LEARNING AND YOUTH PROGRAM$500
WESTCHESTER COUNTY HISTORICAL SOCIETY
2199 SAW MILL RIVER ROADELMSFORDNY10523N/APCGENERAL OPERATING SUPPORT$1,000
WESTFIELD STATE UNIVERSITY FOUNDATION
PO BOX 1630WESTFIELDMA01086N/APCFUNDING FOR STUDENT EMERGENCY NEEDS$750
WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BOULEVARDBRONXNY10460N/APCGENERAL OPERATING SUPPORT$10,000
WOMEN IN NEED
1 STATE STREET FL 18NEW YORKNY10004N/APCGENERAL OPERATING SUPPORT$10,000
YELLOW FINCH PROJECT
60 LAKE SHORE DRIVESOUTH SALEMNY10590N/APCTHE THEATRICAL PRODUCTION OF THE LEGACY OF THE CHILDREN OF LIR$750
YES SHE CAN
10 CHURCH STREETWHITE PLAINSNY10601N/APCTHE WORK SKILLS TRAINING PROGRAM$1,000
YOFI FEST
28 WELLS AVENUE BUILDING 3 5THYONKERSNY10701N/APCGENERAL OPERATING SUPPORT$2,500FLOOR
YONKERS DOWNTOWN BUSINESS IMPROVEMENT DISTRICT
15 MAIN STREETYONKERSNY10701N/APCGENERAL OPERATING SUPPORT$1,000
YONKERS PARTNERS IN EDUCATION
92 MAIN STREET SUITE 101YONKERSNY10701N/APCGENERAL OPERATIONS, IN SUPPORT OF THE 2025 GALA$10,000
YOU'RE WITH US
372 RICHARDSON ROADDRACUTMA01826N/APCAUTISM SPECTRUM DISORDER (ASD) CONTRACT ONLY COHORT WITHIN COMMUNITY BASED DAY SUPPORTS (CBDS)$750
YOUTH THEATRE INTERACTIONS
PO BOX 1187YONKERSNY10702N/APCGENERAL OPERATING SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,327,846TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,126ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$939,955ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$422,036ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescIRS REFUNDSDesc
Exclusion01ExclusionCd
Exclusion$709ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,369,826ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,369,826TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOYes (1)TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (2 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
ELEANOR ROOSEVELT CONFERENCE COMMITTEE
1a(1)$25,000CONDUCTING TRAININGS, CIVIC EDUCATION, AND OUTREACH TO INCREASE PRO-CHOICE WOMEN'S POLITICAL ENGAGEMENT IN NEW YORK STATE
ONE COMMONWEALTH
1a(1)$5,000ADVERTISING THAT WILL EDUCATE RESIDENTS OF MASSACHUSETTS ABOUT THE IMPORTANCE OF BUILDING MORE HOUSING IN THEIR COMMUNITIES
FieldValueIRS element (for citing)
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN R PECKHAMBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line129 OLD ASPETONG ROADAddressLine1Txt
CityKATONAHCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10536ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,640TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property181 SHARES OF APPLE INC (APPL) STOCKNoncashPropertyDesc
Fair Market Value$50,640FairMarketValueAmt
Received2025-12-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$9,975Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,975DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxt
ELEANOR ROOSEVELT CONFERENCE COMMITTEE
PO BOX 20293 GREELEY SQUARE STATIONNEW YORKNY100012025-11-05$25,000CONDUCTING TRAININGS, CIVIC EDUCATION, AND OUTREACH TO INCREASE PRO-CHOICE WOMEN'S POLITICAL ENGAGEMENT IN NEW YORK STATE$14NO1/21/26
ONE COMMONWEALTH
202 BONHAM ROADDEDHAMMA020262025-11-05$5,000ADVERTISING THAT WILL EDUCATE RESIDENTS OF MASSACHUSETTS ABOUT THE IMPORTANCE OF BUILDING MORE HOUSING IN THEIR COMMUNITIES$5,000NO4/9/26
THE SEMBRICH
PO BOX 417BOLTON LANDINGNY128142025-06-02$500TO SUPPORT THE GILDED AGE 2025 SUMMER FESTIVAL$500NO10/15/25

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (97 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3I GROUP PLC-UNSPON ADR (TGOP) 793.000 SHARES$7,759$8,636
ADVANCED MICRO DEVICES (AMD) 27.000 SHARES$5,246$5,782
ADYEN NV-UNSPON ADR (ADYE) 464.000 SHARES$5,473$7,410
ALIBABA GROUP HOLDING-SP ADR (BABA) 62.000 SHARES$7,213$9,088
ALLEGRO MICROSYSTEMS INC (ALGM) 62.000 SHARES$1,580$1,636
ALPHABET INC-CL C (GOOG) 64.000 SHARES$10,776$20,083
AMAZON.COM INC (AMZN) 38.000 SHARES$5,598$8,771
AON PLC-CLASS A (AON) 14.000 SHARES$2,952$4,940
APPLOVIN CORP-CLASS A (APP) 11.000 SHARES$5,074$7,412
ARCH CAPITAL GROUP LTD (ACGL) 90.000 SHARES$6,450$8,633
ARISTA NETWORKS INC (ANET) 18.000 SHARES$618$2,359
ASM INTERNATIONAL-NY REG SHS (ASMI) 10.000 SHARES$3,645$6,034
ASML HOLDING NV (ASML) 6.000 SHARES$4,861$6,419
ASML HOLDING NV-NY REG SHS (ASML) 13.000 SHARES$7,189$13,908
ASTRAZENECA PLC-SPONS ADR (AZN) 91.000 SHARES$5,928$8,366
BAE SYSTEMS PLC-SPON ADR (BAES) 153.000 SHARES$8,911$14,211
BOOKING HOLDINGS INC (BKNG) 1.000 SHARE$2,268$5,355
BROADCOM INC (AVGO) 45.000 SHARES$3,912$15,575
CADENCE DESIGN SYS INC (CDNS) 11.000 SHARES$3,017$3,438
CANADIAN NATURAL RESOURCES (CNQ) 152.000 SHARES$5,023$5,145
CANADIAN PACIFIC KANSAS CITY (CP) 109.000 SHARES$7,580$8,026
CIENA CORP (CIEN) 58.000 SHARES$4,777$13,564
CLOUDFLARE INC - CLASS A (NET) 25.000 SHARES$5,470$4,929
COINBASE GLOBAL INC - CLASS A (COIN) 19.000 SHARES$6,858$4,297
COUPANG INC (CPNG) 318.000 SHARES$7,053$7,502
CREDO TECHNOLOGY GROUP (CRDO) 73.000 SHARES$1,532$10,504
CROWDSTRIKE HOLDINGS INC - A (CRWD) 10.000 SHARES$3,647$4,688
DATADOG INC - CLASS A (DDOG) 20.000 SHARES$1,646$2,720
DEUTSCHE BOERSE AG-UNSPN ADR (DBOE) 207.000 SHARES$6,566$5,442
DOORDASH INC - A (DASH) 22.000 SHARES$4,509$4,983
ECHOSTAR CORP-A (SATS) 23.000 SHARES$1,799$2,500
EXPERIAN PLC-SPONS ADR (EXPG) 111.000 SHARES$4,206$5,014
FABRINET (FN) 3.000 SHARES$1,332$1,366
FERGUSON ENTERPRISES INC (FERG) 31.000 SHARES$7,929$6,902
FERRARI NV (RACE) 14.000 SHARES$2,827$5,174
FIGMA INC-CL A (FIG) 85.000 SHARES$5,124$3,176
FIRST SOLAR INC (FSLR) 13.000 SHARES$3,250$3,396
HUBSPOT INC (HUBS) 14.000 SHARES$5,703$5,618
ICICI BANK LTD-SPON ADR (IBN) 227.000 SHARES$5,010$6,765
INTUIT INC (INTU) 13.000 SHARES$6,941$8,611
LAM RESEARCH CORP (LRCX) 86.000 SHARES$5,916$14,721
LEMONADE INC (LMND) 69.000 SHARES$3,750$4,911
LINDE PLC (LIN) 16.000 SHARES$5,289$6,822
LUMEN TECHNOLOGIES INC (LUMN) 250.000 SHARES$2,653$1,943
LUMENTUM HOLDINGS INC (LITE) 13.000 SHARES$3,561$4,792
MERCADOLIBRE INC (MELI) 3.000 SHARES$3,849$6,043
MERCADOLIBRE INC (MELI) 3.000 SHARES$4,415$6,043
META PLATFORMS INC-CLASS A (META) 18.000 SHARES$2,870$11,882
MICRON TECHNOLOGY INC (MU) 23.000 SHARES$1,558$6,564
MICROSOFT CORP (MSFT) 20.000 SHARES$7,816$9,672
MITSUBISHI HEAVY INDUSTRIES (MHVI) 551.000 SHARES$6,543$13,351
MONDAY.COM LTD (MNDY) 24.000 SHARES$5,391$3,541
NETFLIX INC (NFLX) 99.000 SHARES$2,142$9,282
NINTENDO CO LTD-UNSPONS ADR (NTDO) 458.000 SHARES$8,996$7,722
NOVO-NORDISK A/S-SPONS ADR (NVO) 92.000 SHARES$4,852$4,681
NU HOLDINGS LTD (NU) 277.000 SHARES$2,562$4,637
NU HOLDINGS LTD/CAYMAN ISL-A (NU) 476.000 SHARES$5,315$7,968
NVIDIA CORP (NVDA) 116.000 SHARES$10,681$21,634
ORACLE CORP (ORCL) 62.000 SHARES$4,706$12,084
PALANTIR TECHNOLOGIES INC-A (PLTR) 25.000 SHARES$3,896$4,444
PALO ALTO NETWORKS INC (PANW) 27.000 SHARES$3,201$4,973
PHILIP MORRIS INTERNATIONAL (PM) 80.000 SHARES$14,014$12,832
REDDIT INC-CL A (RDDT) 23.000 SHARES$5,148$5,287
RHEINMETALL AG-UNSP ADR (RNMB) 14.000 SHARES$5,385$5,117
RIVIAN AUTOMOTIVE INC-A (RIVN) 360.000 SHARES$5,419$7,096
ROBINHOOD MARKETS INC - A (HOOD) 129.000 SHARES$1,677$14,590
ROLLS-ROYCE HOLDINGS-SP ADR (RYCE) 1,255.000 SHARES$9,247$19,729
SAFRAN SA-UNSPON ADR (SAFR) 145.000 SHARES$6,369$12,622
SAP SE-SPONSORED ADR (SAP) 46.000 SHARES$11,486$11,174
SEA LTD-ADR (SE) 109.000 SHARES$7,889$13,905
SEA LTD-ADR (SE) 70.000 SHARES$7,673$8,930
SEAGATE TECHNOLOGY HOLDINGS (STX) 36.000 SHARES$8,055$9,914
SERVICENOW INC (NOW) 74.000 SHARES$10,203$11,336
SERVICETITAN INC-A (TTAN) 38.000 SHARES$4,218$4,047
SHOPIFY INC - CLASS A (SHOP) 46.000 SHARES$7,974$7,405
SHOPIFY INC - CLASS A (SHOP) 84.000 SHARES$4,261$13,521
SIEMENS ENERGY AG-UNSP ADR (SMNE) 187.000 SHARES$8,750$26,208
SNAP INC - A (SNAP) 177.000 SHARES$1,384$1,428
SNOWFLAKE INC (SNOW) 80.000 SHARES$13,478$17,549
SPOTIFY TECHNOLOGY SA (SPOT) 10.000 SHARES$4,638$5,807
SPOTIFY TECHNOLOGY SA (SPOT) 16.000 SHARES$4,394$9,291
SYMBOTIC INC (SYM) 36.000 SHARES$2,495$2,142
TAIWAN SEMICONDUCTOR-SP ADR (TSM) 51.000 SHARES$6,034$15,498
TAIWAN SEMICONDUCTOR-SP ADR (TSM) 78.000 SHARES$11,126$23,703
TAKE-TWO INTERACTIVE SOFTWARE (TTWO) 72.000 SHARES$13,315$18,434
TEMPUS AI INC (TEM) 79.000 SHARES$4,285$4,665
TENCENT HOLDINGS LTD-UNS ADR (TCEH) 125.000 SHARES$8,501$9,569
TESLA INC (TSLA) 39.000 SHARES$9,590$17,539
TTM TECHNOLOGIES (TTMI) 16.000 SHARES$1,075$1,104
TWILIO INC - A (TWLO) 52.000 SHARES$5,456$7,396
UBER TECHNOLOGIES INC (UBER) 14.000 SHARES$408$1,144
UBS GROUP AG-REG (UBS) 192.000 SHARES$5,921$8,892
VEEVA SYSTEMS INC-CLASS A (VEEV) 19.000 SHARES$3,749$4,241
VICOR CORP (VICR) 57.000 SHARES$2,659$6,247
WARBY PARKER INC-CLASS A (WRBY) 97.000 SHARES$2,240$2,114
WASTE CONNECTIONS INC (WCN) 28.000 SHARES$3,935$4,910
ZOOM COMMUNICATIONS INC (ZM) 70.000 SHARES$5,434$6,040

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIDELITY 500 INDEX FUND (FXAI) 11,185,425 SHARESAT COST$1,475,965$2,658,999
ISHARES INTL AGGREGATE BOND (IAGG) 6,805.000 SHARESAT COST$343,426$340,318
ISHARES JP MORGAN USD EMERGI (EMB) 1,325.000 SHARESAT COST$121,989$127,571
ISHARES US TREASURY BOND ETF (GOVT) 7,022.000 SHARESAT COST$159,802$161,682
JPM INCOME FUND - USD - R6 (JMSF) 15,034.040 SHARESAT COST$128,310$129,443
JPMORGAN BETABUILDERS CANADA (BBCA) 2,641.000 SHARESAT COST$142,709$245,613
JPMORGAN BETABUILDERS DEVELO (BBAX) 3,210.000 SHARESAT COST$176,606$180,723
JPMORGAN BETABUILDERS EUROPE ETF (BBEU) 825.000 SHARESAT COST$55,023$60,473
JPMORGAN BETABUILDERS JAPAN ETF (BBJP) 6,926.000 SHARESAT COST$383,300$456,493
MORTGAGE-BACKED SECURITIES (JMTG) 3,109.000 SHARESAT COST$153,651$158,746
PIMCO INCOME FUND-INS (PIMI) 14,504.910 SHARESAT COST$152,910$159,409
PIMCO INV GRD CRD BND-INST (PIGI) 34,490.650 SHARESAT COST$308,892$317,314
SARANAC US LLCAT COST$10,240,776$10,239,353
SIX CIRCLE MGD EQ INTL UNCON (CMIU) 143,507.631 SHARESAT COST$1,830,443$2,400,883
SIX CIRCLE MGD EQ US UNCON (CMEU) 218,856.819 SHARESAT COST$3,418,541$5,311,655
SIX CIRCLES CREDIT OPPORT (CRDO) 17,453.250 SHARESAT COST$154,519$158,126
SIX CIRCLES GLOBAL BOND (CGLB) 90,326.470 SHARESAT COST$817,559$761,452
STATE STREET FINANCIAL SELECT (XLF) 7,894.000 SHARESAT COST$281,196$432,354
STATE STREET INDUSTRIAL SELECT (XLI) 385.000 SHARESAT COST$54,922$59,721
VANGUARD I/T INVEST GRD-ADM (VFID) 21,391.610 SHARESAT COST$186,098$191,027
VANGUARD TTL INTL BND-ADM (VTAB) 32,762.180 SHARESAT COST$655,247$634,276

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTO ADJUST OPENING CASH BALANCEDesc
Amt$1,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$185$185$0
PARTNERSHIP EXPENSES REPORTED ON K-1$0$127,599$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME THROUGH K-1S$0$3,761$0
IRS REFUNDS$709$709

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$69,511$69,511$0
GRANT MANAGEMENT FEES$33,823$0$33,823

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$431$431$0
EXCISE TAX$37,357$0$0