2025-11-07T06:26:50-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990PF 2024-01-01 256742004 KENNETH AND CAROLINE TAYLOR FAMILY FOUNDATION KENN 5707463301 897 ROUTE 706 WYALUSING PA 18853 KENNETH H TAYLOR JR TRUSTEE 5707463301 2025-11-03 1 1 JILL A MARTIN P00011691 5708200100 2025-10-27 2024 2025-03-06 01:10:19Z X 11586606 X 4500 X 10624 10624 189193 189193 112098 174595 112098 225 225 316640 312140 0 0 0 376 188 188 9500 4750 4750 23090 11545 11545 3000 0 0 486 243 243 36452 16726 16726 1458121 1458121 1494573 16726 1474847 -1177933 295414 1579828 258532 258532 6782519 6923171 11328074 8362347 7181703 11586606 50912 49150 50912 49150 X 0 0 0 0 8311435 7132553 8311435 7132553 8362347 7181703 8311435 -1177933 0 7133502 949 7132553 PUBLICLY TRADED SECURITIES 79928 56033 23895 23895 PUBLICLY TRADED SECURITIES 107 107 107 CAPITAL GAIN FROM PASSTHROUGH 2023-01-01 2024-12-31 -6464 -6464 CAPITAL GAINS DIVIDENDS P 94560 94560 94560 112098 4106 0 4106 0 4106 3819 0 3000 0 6819 0 2713 2713 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A JENNIFER NEWTON 5707463301 897 ROUTE 706 WYALUSING PA 18853 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KENNETH H TAYLOR JR 897 ROUTE 706 WYALUSING PA 18853 TRUSTEE 1.00 0 0 0 CAROLINE E TAYLOR 897 ROUTE 706 WYALUSING PA 18853 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 10631265 971352 0 11602617 0 0 11602617 174039 11428578 571429 571429 4106 4106 567323 0 567323 0 567323 1474847 0 1474847 567323 0 0 442866 103698 419677 133358 255877 1355476 1474847 0 0 0 567323 907524 0 0 2263000 0 0 0 0 0 0 442866 1820134 103698 419677 133358 255877 907524 KENNETH H TAYLOR JR CAROLINE E TAYLOR X ABUSE AND RAPE CRISIS CENTER PO BOX 186 TOWANDA PA 18848 NONE PC BUILDING FUND 10000 AMERICAN LEGION POST 534 89 BOWLING ALLEY ROAD WYALUSING PA 18853 NONE PC CHARITABLE 5000 AUSTIN COLLEGE 900 NORTH GRAND AVENUE SUITE 6G SHERMAN TX 75090 NONE PC ANNUAL FUND FOR SCHOLARSHIPS AND FACILITY ENHANCEMENTS 5000 BLAIR ACADEMY OFFICE OF ADVANCEMENT PO BOX 600 BLAIRSTOWN NJ 07825 NONE PC IMPROVE FACULTY TALENT 20000 BRADFORD COUNTY ACTION 500 WILLIAM ST TOWANDA PA 18848 NONE PC ENHANCED SERVICES FOR STUDENTS 10000 BRADFORD COUNTY CHILDREN & YOUTH SERVICES PO BOX 222 WYALUSING PA 18853 NONE PC FOSTER CARE SYSTEM SUPPORT 5000 BRADFORD COUNTY HISTORICAL SOCIETY 109 PINE STREET TOWANDA PA 18848 NONE PC ANNUAL APPEAL 5000 BRADFORD COUNTY REGIONAL ARTS COUNCIL 601 MAIN STREET TOWANDA PA 18848 NONE PC CHARITABLE 2000 CASA OF LUZERNE COUNTY 667 N RIVER STREET WILKESBARRE PA 18705 NONE PC GENERAL OPERATING FUNDS 15000 COMMUNITY FOUNDATION OF JACKSON HOLE PO BOX 574 JACKSON WY 83001 NONE PC OLD BILL'S FUN RUN - RAISES FUNDS FOR LOCAL ORGANIZATIONS; SCHOLARSHIP FUND; SECRET SANTA; COMMUNITY EMERGENCY RESPONSE FUND; THURSDAY ROUNDTABLE FUND; WEDNESDAY LUNCH GROUP FUND 60787 COMMUNITY FOUNDATION OF THE TWIN TIERS 104 W LOCKHART STREET UNIT 2 SAYRE PA 18840 NONE PC ANNUAL SCHOLARSHIP OPERATING COSTS 1000 DARTMOUTH COLLEGE 6066 DEVELOPMENT OFFICE HANOVER NH 03755 NONE PC ANNUAL FUND 2000 EAST TEXAS COMMUNITIES FOUNDATION 315 N BROADWAY AVE STE 210 TYLER TX 75702 NONE PC HELEN EBERT SCHOLARSHIP FUND 2000 EML LIONS FOUNDATION PO BOX 105 LAPORTE PA 18626 NONE PC ANNUAL SUPPORT GOLF TOURNAMENT FUNDRAISER 500 ENDLESS MOUNTAIN MISSION CENTER PO BOX 201 TROY PA 16947 NONE PC CHARITABLE 5000 FORK OVER LOVE 345 MARKET STREET KINGSTON PA 18704 NONE PC CHARITABLE 12000 FRIENDS OF THE UPPER DELAWARE RIVER 158 EAST FRONT STREET HANCOCK NY 13783 NONE PC PROGRAM SUPPORT 1000 GIRL SCOUTS OF NY PENN PATHWAYS 226 COLONIAL DR HORSEHEADS NY 14845 NONE PC CHARITABLE 4000 GRAND TETON MUSIC FESTIVAL 4015 WEST CREEK DRIVE WILSON WY 83014 NONE PC ANNUAL FUND 15000 GRAND TETON NATIONAL PARK FOUNDATION PO BOX 249 MOOSE WY 83012 NONE PC OPERATING FUND 2500 GUTHRIE HEALTHCARE SYSTEM ONE GUTHRIE SQUARE SAYRE PA 18840 NONE PC FORWARD TOGETHER CAMPAIGN; ANNUAL SUPPORT 15000 HOPS AMBULANCE ASSOCIATION 6185 HERRICKVILLE RD WYALUSING PA 18853 NONE PC CHARITABLE 7000 HUNTERS SHARING THE HARVEST 6780 HICKORY LANE HARRISBURG PA 17112 NONE PC OPERATIONAL NEEDS 5000 JACKSON HOLE HISTORICAL SOCIETY AND MUSEUM 175 E BROADWAY AVE JACKSON WY 83001 NONE PC CHARITABLE 50000 JACKSON HOLE LAND TRUST 555 EAST BROADWAY JACKSON WY 83001 NONE PC LAND TRUST SUPPORT 25000 JACKSON HOLE WILDLIFE FOUNDATION PO BOX 8042 JACKSON WY 83002 NONE PC ANNUAL SUPPORT OF WILDLIFE PROGRAMS 500 KINGSWOOD OXFORD 170 KINGSWOOD ROAD WEST HARTFORD CT 06119 NONE PC MIDDLE SCHOOL SCIENCE DEPARTMENT FOR CURRICULUM DEVELOPMENT 20000 LAND TRUST ALLIANCE 1660 L STREET NW 1100 WASHINGTON DC 20036 NONE PC CONSERVATION FUND 2000 NATIONAL MUSEUM OF WILDLIFE ART PO BOX 6825 JACKSON WY 83002 NONE PC MUSEUM OPERATING SUPPORT; OPERATIONS - COVID 19 IMPACT 275250 NEW ALBANY FIRE COMPANY PO BOX 167 NEW ALBANY PA 18833 NONE PC OPERATING SUPPORT 10000 NORTH BRANCH LAND TRUST 11 CARVERTON ROAD TRUCKSVILLE PA 18708 NONE PC ANNUAL SUPPORT 7500 NORTHERN TIER INDUSTRY AND EDUCATION CONSORTIUM PO BOX 200 DIMOCK PA 18816 NONE PC CAREER PREPAREDNESS PROGRAMS 5250 OFF SQUARE THEATRE COMPANY PO BOX 2920 JACKSON WY 83001 NONE PC EDUCATION AND OUTREACH PROGRAM; ANNUAL GRANT 1000 PROTECT OUR WATER JACKSON HOLE PO BOX 1014 WILSON WY 83014 NONE PC ANNUAL SUPPORT 25000 RIVERTON VOLUNTEER FIRE COMPANY PO BOX 34 RIVERTON CT 06065 NONE PC CHARITABLE 2000 RUFFED GROUSE SOCIETY 451 MCCORMICK ROAD CORAPOLIS PA 151089377 NONE PC OPERATING SUPPORT 10000 SALVATION ARMY RR 2 BOX 125 TERRYTOWN MTN RD WYALUSING PA 18853 NONE PC BRADFORD COUNTY SERVICE CENTERS OPERATING SUPPORT 1000 SCHOLARSHIP AMERICA - SCHOLARSHIP PROGRAM C/O FIRST NATL BK PO BOX 240 ST PETER MN 56082 NONE PC ANNUAL STUDENT SCHOLARSHIPS 117500 SNAKE RIVER FUND PO BOX 7033 JACKSON WY 83002 NONE PC OPPERATIONAL SUPPORT 1000 ST JOHN'S HOSPITAL FOUNDATION 555 EAST BROADWAY SUITE 213 JACKSON WY 83001 NONE PC ANNUAL OPERATING SUPPORT 10000 SUPPORTING AREA FAMILIES EVERYDAY 861 GOLDEN MILE RD WYSOX PA 18854 NONE PC CHARITABLE 10000 TACO FOOD PANTRY PO BOX 262 TOWANDA PA 18848 NONE PC TOWANDA FOOD PROGRAM ANNUAL SUPPORT 2000 TETON COUNTRY SEARCH AND RESCUE PO BOX 1063 JACKSON WY 83001 NONE PC OPPERATIONAL SUPPORT 500 TETON COUNTY SHERIFF'S AUXILIARY PO BOX 3829 JACKSON WY 83001 NONE PC OPPERATIONAL SUPPORT 1000 TETON YOUTH & FAMILY SERVICES PO BOX 2361 JACKSON WY 83001 NONE PC CHARITABLE 500 THE CHILDREN'S HOUSE PO BOX 335 TOWANDA PA 18848 NONE PC SUMMER CHILDRENS CAMP FUND 10000 THE PRESBYTERIAN CHURCH OF JACKSON HOLE 1251 S PARK LOOP RD JACKSON WY 83001 NONE PC OPERATING NEEDS 5000 TROUT UNLIMITED 1777 N KENT ST SUITE 100 ARLINGTON VA 22209 NONE PC MEMBER MATCH CHALLENEGE / SNAKE RIVER HEADWATERS 15000 UNITED WAY OF WYOMING VALLEY 8 W MARKET ST 450 WILKESBARRE PA 18701 NONE PC ANNUAL CAMPAIGN SUPPORT 10000 WILMOT FIRE COMPANY RR 1 BOX 154 SUGAR RUN PA 18846 NONE PC CHARITABLE 5000 WINGS OF HOPE EQUITHERAPY PO BOX 445 BURELSON TX 76097 NONE PC OPERATING SUPPORT 5000 WYALUSING AREA EDUCATION FOUNDATION PO BOX 157 WYALUSING PA 18853 NONE PC WYALUSING TO WASHINGTON GOLF SPONSORSHIP 6000 WYALUSING AREA SCHOOL DISTRICT RR 2 BOX 7 WYALUSING PA 18853 NONE PC VIEWSONIC VIEWBOARD INTERACTIVE DISPLAY PANELS 63250 WYALUSING PRESBYTERIAN CHURCH 179 CHURCH STREET WYALUSING PA 18853 NONE PC LOCAL MISSION; OPERATIONAL NEEDS 20084 WYALUSING PUBLIC LIBRARY PO BOX 98 WYALUSING PA 18853 NONE PC OPERATIONAL NEEDS 10000 WYALUSING UNITED METHODIST CHURCH PO BOX 155 WYALUSING PA 18853 NONE PC OPPERATIONAL SUPPORT 2000 WYALUSING VALLEY MUSEUM ASSN INC PO BOX 301 WYALUSING PA 18853 NONE PC OPERATIONAL SUPPORT 10000 WYALUSING VALLEY VOLUNTEER FIRE CO 24 SECOND STREET PO BOX 86 WYALUSING PA 18853 NONE PC OPERATIONAL SUPPORT 500000 WYOMING SEMINARY 201 N SPRAGUE AVE KINGSTON PA 18707 NONE PC BRANDED SIGNAGE AND EQUIPMENT AT ZIMMERMAN FIELD AND IN THE LOWER SCHOOL GYMNASIUM 10000 1458121 0 14 10624 14 189193 14 225 18 112098 0 312140 0 312140 0 0 0 0 0 0 0 0 0 0 X 1 BAKER TILLY US LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 4500 X ACCOUNTING FEES 9500 4750 4750 GS PRIVATE EQUITY PARTNERS AT COST 143817 25546 MUTUAL FUNDS AT COST 6706621 11289067 JP MORGAN PRIVATE INVESTORS AT COST 72733 12692 GS MOUNT KELLET CAPITAL PARTNER AT COST 0 769 PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) 376 188 188 MARKET VALUE ADJUSTMENT 949 OTHER EXPENSES 356 178 178 FROM PASSTHROUGH INVESTMENTS 130 65 65 OTHER INCOME - FROM PASSTHROUGH INVESTMENTS 225 225 225 INVESTMENT - GS MOUNT KELLETT CAPITAL PARTNERS 50912 49150 PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) 6540 3270 3270 PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) 16130 8065 8065 PERSONAL SERVICES PAID TO ACCOMPLISH EXEMPT PURPOSE UNDER 53.4941(D)-3(C) 420 210 210 EXCISE TAX 3000 0 0