J M MCDONALD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J M MCDONALD FOUNDATION INC (EIN 47-1431059)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-30
- IRS object ID
- 202533039349101403
- Schema version
- 2024v5.2
- 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 | 2025-10-30T12:17:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | Donald J McJunkin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2024 | 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 | $48,450,851 | 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 | $7,498 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,498 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $765,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $765,966 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,392,071 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,571,164 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,392,071 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,165,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,165,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $207,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $207,182 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,648 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,037 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,037 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,529 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $934 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,595 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,596 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,764 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,505,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,505,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,802,596 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,764 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,565,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $362,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,953,771 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $971,394 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $672,174 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $672,174 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,780 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $5,895,926 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,122,856 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,054,784 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,867,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,946,270 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,796,529 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,660,217 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,018,144 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $927,364 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $29,396,515 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,759,444 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,450,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $29,396,515 | RetainedEarningBOYAmt |
| Retained Earning EOY | $29,759,444 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,396,515 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,759,444 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,396,515 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,759,444 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,396,515 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $362,939 | ExcessRevenueOverExpensesAmt |
| Subtotal | $29,759,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $29,759,454 | 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 | $25,571,164 | GrossSalesPriceAmt |
| Cost Or Other Basis | $24,179,093 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,392,071 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,392,071 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,392,071 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,157 | SubtotalAmt |
| Tax Based On Investment Income | $27,157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,059 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $28,059 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $902 | OverpaymentAmt |
| Applied To ES Tax | $902 | AppliedToESTaxAmt |
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 (7 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 |
| 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 |
| 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 | $110,496 |
| Manning & Napier | |||||
| 290 Woodcliff Dr | FAIRPORT | NY | 14550 | Investment Mgmt | $96,686 |
| 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 | $44,533,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $775,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,309,016 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,309,016 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $679,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,629,381 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,231,469 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,231,469 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,157 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,157 | TotalTaxAmt |
| Distributable Before Adj | $2,204,312 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,204,312 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,204,312 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,565,632 | 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 | $1,565,632 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,204,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,054,781 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,565,632 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,054,781 | AppliedToYear1Amt |
| Applied To Current Year | $510,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,693,461 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (187 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A MAGICAL JOURNEY THRU STAGES INC | |||||||
| 875 EAST MAIN ST | ROCHESTER | NY | 14605 | N/A | PC | A Magical Journey Thru Stages: Youth Theater Experiences | $5,000 |
| ABILITIES MOVEMENT INC | |||||||
| 144 FAIRPORT VILLAGE LNDG | FAIRPORT | NY | 14450 | N/A | PC | Adapted Fitness Center Development | $5,000 |
| ADIRONDACK FOLK SCHOOL INCORPORATED | |||||||
| PO BOX 2 | LAKE LUZERNE | NY | 12846 | N/A | PC | AFS Special Programs | $5,000 |
| ADIRONDACK HOUSING DEVELOPMENT CORPORATION | |||||||
| 14 KIWASSA RD | SARANAC LAKE | NY | 12983 | N/A | PC | Neil St Affordable Housing | $10,000 |
| ADIRONDACK LAND TRUST INC | |||||||
| PO BOX 130 | KEENE | NY | 12942 | N/A | PC | Conservation of Griffin Gorge | $10,000 |
| ADIRONDACK MEDICAL CENTER FOUNDATION | |||||||
| PO BOX 120 | SARANAC LAKE | NY | 12983 | N/A | SO I | Cornerstone Project | $10,000 |
| ADIRONDACK RECREATIONAL TRAIL ADVOCATES | |||||||
| PO BOX 1081 | SARANAC LAKE | NY | 12983 | N/A | PC | ARTA Communications - Mapping the Adirondack Rail Trail | $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 COLLEGE OF PHARMACY AND HEALTH SCIENCES | |||||||
| 106 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | PC | NIIMBL eXperience: Discovery to Delivery | $10,000 |
| ALBANY INSTITUTE OF HISTORY AND ART | |||||||
| 125 WASHINGTON AVE | ALBANY | NY | 12210 | N/A | PC | Museum Family Days | $3,000 |
| ARTSROCK OF ROCKLAND INC | |||||||
| PO BOX 875 | NYACK | NY | 10960 | N/A | PC | ArtsRock Candlelight Concert Series | $3,000 |
| ASHOKAN CENTER INC | |||||||
| 477 BEAVERKILL RD | OLIVEBRIDGE | NY | 12461 | N/A | PC | Arts & Outdoor Education Outreach Initiative | $10,000 |
| ASSOCIATION OF PERINATAL NETWORKS OF NEW YORK INC | |||||||
| 457 STATE ST | BINGHAMTON | NY | 13901 | N/A | PC | Taking Action for Improved Maternal & Child Health | $10,000 |
| ASSOCIATION OF SMALL FOUNDATIONS | |||||||
| PO BOX 65607 | WASHINGTON | DC | 20035 | N/A | PC | General & Unrestricted | $5,000 |
| BADEN STREET SETTLEMENT OF ROCHESTER INC | |||||||
| 152 BADEN ST | ROCHESTER | NY | 14605 | N/A | PC | Alvin Wesley Child Development Center Revitalization Project: Building Foundations for Tomorrow | $5,000 |
| BECKHOOK PRIDE CORP | |||||||
| 1 SEYMOUR DR | RED HOOK | NY | 12571 | N/A | PC | June Pride Events | $3,000 |
| BETHEL WOODS CENTER FOR THE ARTS INC | |||||||
| PO BOX 222 | LIBERTY | NY | 12754 | N/A | PC | Hello Inclusion | $5,000 |
| BETTER HOUSING FOR TOMPKINS COUNTY INC | |||||||
| 115 W CLINTON ST | ITHACA | NY | 14850 | N/A | PC | Playground Equipment for Manufactured Home Community | $5,000 |
| BOOTSTRAPS INC | |||||||
| PO BOX 253 | EVERGREEN | CO | 80437 | N/A | PC | Matching Funds | $10,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 244 WEST WATER ST | ELMIRA | NY | 14901 | N/A | PC | Aid Assistance to Individuals | $5,000 |
| BROWN BAG MINISTRIES INC | |||||||
| 1923 S XENON ST | LAKEWOOD | CO | 80228 | N/A | PC | General & Unrestricted | $10,000 |
| BUFFALO MEDIA RESOURCES INC | |||||||
| 2495 MAIN ST STE 310 | BUFFALO | NY | 14214 | N/A | PC | General Support of Squeaky Wheel Film & Media Art Center | $5,000 |
| BUFFALO NIAGARA HERITAGE VILLAGE | |||||||
| 3755 TONAWANDA CREEK RD | AMHERST | NY | 14228 | N/A | PC | Buffalo Niagara Heritage Village | $5,000 |
| BUFFALO PEACE HOUSE | |||||||
| 156 BUFFALO ST | HAMBURG | NY | 14075 | N/A | PC | Peace Garden Fencing | $5,000 |
| CAMP TLC TOGETHER LIVING A CHALLENGE CORPORATION | |||||||
| 285 SPRUCE GOOSE ST APT 227 | LAS VEGAS | NV | 89135 | N/A | PC | Camp Pooka | $6,000 |
| CANCER ACTION INC | |||||||
| 255 ALEXANDER ST | ROCHESTER | NY | 14607 | N/A | PC | Mapping My Journey in Communities of Color | $5,000 |
| CANCER HOPE NETWORK INC | |||||||
| 2 N ROAD | WESTFIELD | NJ | 07930 | N/A | PC | Cancer Hope Network Expanded Outreach Projects | $15,000 |
| CAPITAL REPERTORY COMPANY INC | |||||||
| 432 STATE ST | SCHENECTADY | NY | 12305 | N/A | PC | From Lexington to Albany: Photography Exhibits | $5,000 |
| CAPPELLA FESTIVA INC | |||||||
| PO BOX 2111 | POUGHKEEPSIE | NY | 12601 | N/A | PC | Cappella Festiva 2024-2025 Concert Season | $5,000 |
| CAREERS FOR PEOPLE WITH DISABILITIES INC | |||||||
| 400 COLUMBUS AVE | VALHALLA | NY | 10595 | N/A | PC | Workforce Readiness, Placement & Training Program | $5,000 |
| CAREFIRST NY INC | |||||||
| 3805 MEADS CREEK RD | PAINTED POST | NY | 14870 | N/A | PC | Grief Resources for Clients and Families | $3,000 |
| CAROGA ARTS COLLECTIVE INC | |||||||
| PO BOX 1048 | CAROGA LAKE | NY | 12032 | N/A | PC | String Project & Arts Collaborative In-School Education Program | $5,000 |
| CATHOLIC SCHOOLS OF BROOME COUNTY | |||||||
| 70 SEMINARY AVE | BINGHAMTON | NY | 13905 | N/A | PC | CSBC Summer Enrichment Camps | $5,000 |
| CATSKILL AREA HOSPICE AND PALLIATIVE CARE INC | |||||||
| 297 RIVER ST SERVICE RD | ONEONTA | NY | 13820 | N/A | PC | Helping the Organization and the Patients with Technology | $10,000 |
| CENTER FOR COMMUNITY ALTERNATIVES | |||||||
| 115 E JEFFERSON ST STE 200 | SYRACUSE | NY | 13202 | N/A | PC | Reintegration Services | $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 EMPLOYMENT OPPORTUNITIES INC | |||||||
| 50 BROADWAY STE 1604 | NEW YORK | NY | 10004 | N/A | PC | Workforce Development Support for Justice-Impacted Job Seekers | $5,000 |
| CENTRAL NEW YORK SPAY NEUTER ASSISTANCE PROGRAM CN | |||||||
| 17 SALISBURY ST | CORTLAND | NY | 13045 | N/A | PC | Providing no-cost vaccinations for cats and dogs in low income households in Central New York | $5,000 |
| COLUMBIA CHILDRENS CENTER | |||||||
| 142 UNION TPKE | HUDSON | NY | 12534 | N/A | PC | Columbia Children's Center Capital Campaign Fund | $3,000 |
| COLUMBIA MEMORIAL HEALTH FOUNDATION | |||||||
| 71 PROSPECT AVE | HUDSON | NY | 12534 | N/A | PC | Hamilton Portable Ventilator Funds | $18,000 |
| COMMUNITY PARTNERS FOR YOUTH INC | |||||||
| 1 S WASHINGTON ST STE 405 | ROCHESTER | NY | 14614 | N/A | PC | Community Based Mentoring | $5,000 |
| COMMUNITY SCHOOL OF MUSIC & ARTS | |||||||
| 330 EAST STATE ST | ITHACA | NY | 14850 | N/A | PC | Enhancing Security and Accessibility at the CSMA | $3,000 |
| COMMUNITY SUPPORT FOR WEST ELMIRA BASKETBALL COURT | |||||||
| 111 MORNINGSIDE DR | ELMIRA | NY | 14905 | N/A | PC | Funds for New Basketball Courts for Pirozzolo Park | $3,000 |
| COMPUTERS FOR CHILDREN INC | |||||||
| 701 SENECA ST STE 601 | BUFFALO | NY | 14210 | N/A | PC | Tech 360 - Data Automation | $10,000 |
| CORINTH AIMS TO REACH EVERYONE INC | |||||||
| 105 OAK ST | CORINTH | NY | 12822 | N/A | PC | Combating Food Insecurity Among Students in Corinth, NY | $4,000 |
| CORNING - PAINTED POST CIVIC MUSIC ASSSOCIATION | |||||||
| PO BOX 1402 | CORNING | NY | 14830 | N/A | PC | Tix for Kids | $3,000 |
| CORNING PAINTED POST HISTORICAL SOCIETY INC | |||||||
| 59 W PULTENEY ST | CORNING | NY | 14830 | N/A | PC | Heritage Festival Fund | $2,000 |
| CORTLAND AREA COMMUNITIES THAT CARE COALITION | |||||||
| 3335 CENTRAL AVE | CORTLAND | NY | 13045 | N/A | PC | Creating Safe and Supportive Daytime Space for Housing-insecure individuals in Cortland County | $24,000 |
| CORTLAND COLLEGE FOUNDATION INC | |||||||
| SUNY CORTLAND BROCKWAY HALL 312 | CORTLAND | NY | 13045 | N/A | PC | SUNY Cortland's - Antlers Facility Preservation and Restoration | $25,000 |
| CORTLAND COUNTY HISTORICAL SOCIETY -INC- | |||||||
| 25 HOMER AVE | CORTLAND | NY | 13045 | N/A | PC | Presentation is 365 Days a Year | $24,000 |
| CORTLAND FREE LIBRARY INC | |||||||
| 32 CHURCH ST | CORTLAND | NY | 13045 | N/A | PC | Funds for Window repairs and New York State construction match | $30,000 |
| CRAIGARDAN INC | |||||||
| 9216 NYS RTE 9N | ELIZABETHTOWN | NY | 12932 | N/A | PC | Public Arts Program Support | $5,000 |
| DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL INC | |||||||
| 50 N PLYMOUTH AVE | ROCHESTER | NY | 14614 | N/A | PC | Hochstein's Tuition Assistance & Community Access Program | $5,000 |
| DIMITRI HOUSE INC | |||||||
| 102 N UNION ST | ROCHESTER | NY | 14607 | N/A | PC | Dimitri Spectrum of Care | $10,000 |
| DOWNTOWN SCHENECTADY IMPROVEMENT CORP | |||||||
| 143 STATE ST | SCHENECTADY | NY | 12305 | N/A | PC | Safety Upgrades for Snow Removal | $5,000 |
| DUTCHESS OUTREACH INC | |||||||
| 29 N HAMILTON ST 202 | POUGHKEEPSIE | NY | 12601 | N/A | PC | Food procurement for our Pantry & Lunch Box | $7,000 |
| EAGLE ISLAND INC | |||||||
| 442 GILPIN BAY | SARANAC LAKE | NY | 12983 | N/A | PC | Summer Camp Financial Assistance | $5,000 |
| EQUICENTER INC | |||||||
| 3247 RUSH MENDON RD | HONEOYE FALLS | NY | 14472 | N/A | PC | Horticulture and Equine Active Learning (HEAL) | $5,000 |
| EQUINOX INC | |||||||
| 500 CENTRAL AVE | ALBANY | NY | 12206 | N/A | PC | Elder Abuse Services | $5,000 |
| ERIE CANAL MUSEUM | |||||||
| 318 ERIE BLVD E | SYRACUSE | NY | 13202 | N/A | PC | Youth and Family Program Development | $5,000 |
| EVERGREEN CHRISTIAN OUTREACH | |||||||
| PO BOX 1515 | EVERGREEN | CO | 80437 | N/A | PC | General & Unrestricted | $10,000 |
| EVERSON MUSEUM OF ART OF SYRACUSE AND ONONDAGA COU | |||||||
| 401 HARRISON ST | SYRACUSE | NY | 13202 | N/A | PC | Everson Summer Lunchtime Concert Series | $5,000 |
| FAMILY PROMISE OF ONTARIO COUNTY INC | |||||||
| PO BOX 416 | CANANDAIGUA | NY | 14424 | N/A | PC | Emergency Apartment Shelter and Eviction Prevention | $10,000 |
| FAMILY PROMISE OF WESTERN NEW YORK | |||||||
| 75 HICKORY ST | BUFFALO | NY | 14204 | N/A | PC | Food Security for Homeless Families | $5,000 |
| FAMILY READING PARTNERSHIP | |||||||
| 40 CATHERWOOD RD STE D01 | ITHACA | NY | 14850 | N/A | PC | Books to Grow On | $3,000 |
| FAREGROUND COMMUNITY KITCHEN | |||||||
| PO BOX 615 | BEACON | NY | 12508 | N/A | PC | Free Marketplaces and Grocery Delivery Program | $5,000 |
| FLORIDA BALLET AT JACKSONVILLE INC | |||||||
| 10131 ATLANTIC BLVD | JACKSONVILLE | FL | 32225 | N/A | PC | General Support | $8,000 |
| FOOD PANTRIES OF THE CAPITAL DIST INC | |||||||
| 32 ESSEX ST | ALBANY | NY | 12206 | N/A | PC | Food Express: Healthy Food Delivery | $10,000 |
| FREEDOM GUIDE DOGS FOR THE BLIND INC | |||||||
| 1210 HARDSCRABBLE RD | CASSVILLE | NY | 13318 | N/A | PC | General Operations: Breeding, Raising, Training Guide Dogs for Blind/Visually-Impaired Clients | $10,000 |
| FRIENDS OF HUDSON YOUTH INC | |||||||
| PO BOX 285 | HUDSON | NY | 12534 | N/A | PC | Digital Access for Underserved Youth | $5,000 |
| FRIENDS OF KILMER MANSION | |||||||
| 9 RIVERSIDE DR | BINGHAMTON | NY | 13905 | N/A | PC | Kilmer Mansion Critical Masonry Restoration - North Terrace and East Porch | $10,000 |
| FRIENDS OF THE ROSAMOND GIFFORD ZOO AT BURNET PARK | |||||||
| 1 CONSERVATION PL | SYRACUSE | NY | 13204 | N/A | PC | Botanical Gardens at the Rosamond Gifford Zoo | $25,000 |
| GENESEE COUNCIL ON ALCOHOLISM AND SUBSTANCE ABUSE | |||||||
| 430 E MAIN ST | BATAVIA | NY | 14020 | N/A | PC | Supporting Families: Essential Supplies and Adventures | $5,000 |
| GENEVA HISTORICAL SOCIETY | |||||||
| 543 S MAIN ST | GENEVA | NY | 14456 | N/A | PC | Reinterpretation of the Johnston House | $5,000 |
| GLENS FALLS AREA YOUTH CENTER INC | |||||||
| PO BOX 469 | GLENS FALLS | NY | 12801 | N/A | PC | Health and Wellness Program | $10,000 |
| GLOBALFEST INC | |||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | PC | General Operating | $5,000 |
| GRACE GUEST HOUSE INC | |||||||
| 2315 SENECA ST | BUFFALO | NY | 14210 | N/A | PC | Healthcare Hospitality Utilities Sponsor Program | $5,000 |
| GUIDING EYES FOR THE BLIND INC | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HTS | NY | 10598 | N/A | PC | Guide Dog Team Training for NY Resident with Vision Loss | $5,000 |
| HARMONY PROJECT HUDSON INC | |||||||
| PO BOX 62 | RHINECLIFF | NY | 12574 | N/A | PC | Harmony Project Hudson | $5,000 |
| HARTWICK COLLEGE | |||||||
| 1 HARTWICK DR | ONEONTA | NY | 13820 | N/A | PC | Funds for State-of-the-art equipment needed to enrich education, research, and student experience at Hartwick College | $25,000 |
| HEALING HARTS EQUESTRIAN CENTER INC | |||||||
| 1131 KINGS CORNERS RD | UNION SPRINGS | NY | 13160 | N/A | PC | Therapeutic Riding Equipment Update | $1,000 |
| HEARING AND SPEECH CENTER OF ROCHESTER INC | |||||||
| 1000 ELMWOOD AVE STE 400 | ROCHESTER | NY | 14620 | N/A | PC | Hearing Health Initiative | $10,000 |
| HIGH & MIGHTY THERAPEUTIC RIDING AND DRIVING CENTE | |||||||
| 71 COUNTY RTE 21C | GHENT | NY | 12075 | N/A | PC | General Operating Support | $5,000 |
| HIPPODROME COLONY HISTORICAL THEATRE ASSOCIATION | |||||||
| 222 1/2 PUTNAM ST | MARIETTA | OH | 45750 | N/A | PC | General & Unrestricted | $8,000 |
| HISTORIC SARANAC LAKE INC | |||||||
| 89 CHURCH ST | SARANAC LAKE | NY | 12983 | N/A | PC | Saranac Laboratory Handicap Accessibility | $10,000 |
| HOMER-CORTLAND COMMUNITY AGENCY INC | |||||||
| PO BOX 162 | HOMER | NY | 13077 | N/A | PC | Big Red Barn - Old Milk House Repair/Restoration | $20,000 |
| HOUGHTON UNIVERSITY | |||||||
| 1 WILLARD AVE | HOUGHTON | NY | 14744 | N/A | PC | Investing in Christian Young Women: Renewal of Gillette Residence Hall | $25,000 |
| IMAGINE | |||||||
| 1400 DIXON AVE | LAFAYETTE | CO | 80026 | N/A | PC | McIntosh Companion Home Driveway, Path and Ramp Rebuild Project | $5,000 |
| INDIAN LAKE THEATER INC | |||||||
| 6311 NYS RTE 30 | INDIAN LAKE | NY | 12842 | N/A | PC | Indian Lake Theater Building Renovation | $10,000 |
| INTERFAITH PARTNERSHIP FOR THE HOMELESS | |||||||
| 176 SHERIDAN AVE | ALBANY | NY | 12210 | N/A | PC | Building Resiliency for IPH's Community Connection | $10,000 |
| ITHACARE CENTER SERVICE CO INC | |||||||
| 1 BELLA VISTA DR | ITHACA | NY | 14850 | N/A | PC | Digital signage for safety, security, and programs | $5,000 |
| J M MURRAY CENTER INC | |||||||
| 823 STATE RTE 13 | CORTLAND | NY | 13045 | N/A | PC | Elevating Potential: Enhancing Productivity, Cost-Efficiancy, and Employee Well-Being through new material handling equipment | $20,000 |
| JEWISH HOME OF CENTRAL NEW YORK INC | |||||||
| 4101 E GENESEE ST | SYRACUSE | NY | 13214 | N/A | PC | Supporting Low Income Seniors in Safe and Affordable Housing | $15,000 |
| KEUKA COLLEGE | |||||||
| 141 CENTRAL AVE | KEUKA PARK | NY | 14478 | N/A | PC | Keuka College Center for Wellness - Phase 2 | $25,000 |
| KITCHEN THEATRE COMPANY INC | |||||||
| 417 W MLK JR ST | ITHACA | NY | 14850 | N/A | PC | Mainstage Production Support for Artists and Collaborators | $5,000 |
| LAKE GEORGE MUSIC FESTIVAL | |||||||
| 7 STONE PINE LN | QUEENSBURY | NY | 12804 | N/A | PC | Lake George Music Festival | $2,000 |
| LAKE PLACID ASSOCIATION FOR MUSIC DRAMA & ART INC | |||||||
| 17 ALGONQUIN DR | LAKE PLACID | NY | 12946 | N/A | PC | Arts Front & Center: The Expansion and Modernization of the Lake Placid Center for the Arts' Facility | $10,000 |
| LEARNING DISABILITIES ASSOCIATION OF CENTRAL NEW Y | |||||||
| 313 EAST WILLOW ST | SYRACUSE | NY | 13203 | N/A | PC | Pre-Employment Transition Services | $6,000 |
| LITTLE THEATRE FILM SOCIETY INC | |||||||
| 240 EAST AVE | ROCHESTER | NY | 14604 | N/A | PC | Accessibility for Deaf & Hard of Hearing Patrons | $5,000 |
| LOVE LIVING AT HOME INC | |||||||
| 757 WARREN RD UNIT 4836 | ITHACA | NY | 14852 | N/A | PC | Staff Operating Support and Marketing and Fundraising Initiatives Designed to Increase Membership and Donor Base | $5,000 |
| LUZERNE MUSIC CENTER INC | |||||||
| 203 LAKE TOUR RD | LAKE LUZERNE | NY | 12846 | N/A | PC | LMC 2025 Student Scholarship Fund | $5,000 |
| MARATHON AREA VOLUNTEER AMBULANCE CORPS INC | |||||||
| PO BOX 132 | MARATHON | NY | 13803 | N/A | PC | Upgrading MAVAC's Portable Radios to Ensure Interoperability Across Countries | $20,000 |
| MARCELLA SEMBRICH MEMORIAL ASSOCIATION INC | |||||||
| PO BOX 417 | BOLTON LNDG | NY | 12814 | N/A | EOF | Restroom & Septic Replacement Project | $10,000 |
| MARGARET HOME INC | |||||||
| 4 BEAUCLAIRE LN | FAIRPORT | NY | 14450 | N/A | PC | Women's Empowerment Program | $10,000 |
| MARIST COLLEGE | |||||||
| 3399 N RD | POUGHKEEPSIE | NY | 12601 | N/A | PC | Marist Athletic Field Project | $10,000 |
| MCMAHON-RYAN CHILD ADVOCACY SITE INC | |||||||
| 601 EAST GENESEE ST | SYRACUSE | NY | 13202 | N/A | PC | Education | $5,000 |
| MELMARK INC | |||||||
| 2600 WAYLAND RD | BERWYN | PA | 19312 | N/A | PC | Activities Center at Melmark | $25,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ | |||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | Innovations in Sarcoma Research and Care | $25,000 |
| MERCY CARE FOR THE ADIRONDACKS INC | |||||||
| 185 OLD MILITARY RD | LAKE PLACID | NY | 12946 | N/A | PC | Age-friendly Communities in the Tri-Lakes Region of the Adirondacks | $7,000 |
| MERRY-GO-ROUND PLAYHOUSE INC | |||||||
| 282 N ST | AUBURN | NY | 13021 | N/A | PC | Sensor Rack Funds | $10,000 |
| MID HUDSON WORKSHOP FOR THE DISABLED INC | |||||||
| 188 WASHINGTON ST | POUGHKEEPSIE | NY | 12601 | N/A | PC | Impact through Improvements | $10,000 |
| MINERVA SERVICE ORGANIZATION | |||||||
| PO BOX 922 | MINERVA | NY | 12851 | N/A | PC | Nutritional foods vs calories is our goal | $3,000 |
| MISSION MAYHEM WILDLIFE REHABILITATION | |||||||
| 1261 WILLIAMS RD | HUBBARDSVILLE | NY | 13355 | N/A | PC | Prerelease enclosures | $4,000 |
| MOM STARTS HERE INC | |||||||
| 154 N LAKE AVE | TROY | NY | 12180 | N/A | PC | Essential Baby Items | $5,000 |
| MOUNT EVANS HOSPICE INC | |||||||
| 3081 BERGEN PEAK DR | EVERGREEN | CO | 80439 | N/A | PC | General & Unrestricted | $8,000 |
| MOUNTAIN RESOURCE CENTER INC | |||||||
| PO BOX 425 | CONIFER | CO | 80433 | N/A | PC | General & Unrestricted | $7,000 |
| MOUNTAIN TOP ARBORETUM INC | |||||||
| PO BOX 379 | TANNERSVILLE | NY | 12485 | N/A | PC | Trail Improvements at Mountain Top Arboretum | $3,000 |
| MUSKINGUM UNIVERSITY | |||||||
| 260 STADIUM DR | NEW CONCORD | OH | 43762 | N/A | PC | Gary and Paula Golden Award Scholarship Fund | $3,000 |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| PO BOX 187 2295 STATE RTE 89 | SAVANNAH | NY | 13146 | N/A | PC | Next Generation of Conservationists | $3,000 |
| NATIONAL FOUNDATION FOR FACIAL RECONSTRUCTION | |||||||
| 333 EAST 30TH ST LOBBY UNIT | NEW YORK | NY | 10016 | N/A | PC | Transforming Lives Webinar Series | $20,000 |
| NELSON A ROCKEFELLER EMPIRE STATE PLAZA PERFORMING | |||||||
| PO BOX 2065 | ALBANY | NY | 12220 | N/A | PC | Expansion Series | $10,000 |
| NEW YORK STATE PERINATAL ASSOCIATION INC | |||||||
| PO BOX 1043 | VESTAL | NY | 13851 | N/A | PC | Beginning Anew: Positioning NYSPA for 2030 and Beyond | $20,000 |
| NEWMAN FOUNDATION OF CORTLANDT INC | |||||||
| 8 CALVERT ST | CORTLAND | NY | 13045 | N/A | PC | Roof installation | $25,000 |
| NORTH COUNTRY CHILDRENS MUSEUM | |||||||
| 10 RAYMOND ST | POTSDAM | NY | 13676 | N/A | PC | Physics Trail Exhibit Fabrication & Installation | $10,000 |
| NORTH COUNTRY MINISTRY | |||||||
| 3933 MAIN ST | WARRENSBURG | NY | 12885 | N/A | PC | Nourishing the North Country through NCM's Food Programs | $10,000 |
| NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION | |||||||
| 223 MILL CREEK RD | JACKSONVILLE | FL | 32211 | N/A | PC | General Support | $8,000 |
| NORTH LONDON MILL PRESERVATION INC | |||||||
| PO BOX 380 | ALMA | CO | 80420 | N/A | PC | North London Mill Preservation, Inc. Operating Funds | $15,000 |
| NORTHWOOD SCHOOL | |||||||
| 92 NORTHWOOD RD | LAKE PLACID | NY | 12946 | N/A | PC | Annual Fund | $10,000 |
| NYSARC INC | |||||||
| 3071 COUNTY COMPLEX DR | CANANDAIGUA | NY | 14424 | N/A | PC | Enhancing Customer Experience at North Star Cafe | $6,000 |
| NYSARC INC | |||||||
| 203 12TH ST | WATKINS GLEN | NY | 14891 | N/A | PC | Capital Improvements: Funds to Replace Rooftop HVAC Unit for Southern Tier Industries | $10,000 |
| ONONDAGA HISTORICAL ASSOCIATION | |||||||
| 321 MONTGOMERY ST | SYRACUSE | NY | 13202 | N/A | PC | Onondaga Historical Association Facility and System Improvements | $10,000 |
| ONTARIO COUNTY HISTORICAL SOCIETY | |||||||
| 55 N MAIN ST | CANANDAIGUA | NY | 14424 | N/A | PC | Capacity Building Through Technology | $6,000 |
| OSWEGO HEALTH FOUNDATION INC | |||||||
| 110 W 6TH ST | OSWEGO | NY | 13126 | N/A | PC | Renovation to our Emergency Department to create additional space for pediatric psychiatric patients | $10,000 |
| OURSTORYBRIDGE INC | |||||||
| 910 M ST NW APT 414 | WASHINGTON | DC | 20001 | N/A | PC | Capacity Building for OurStoryBridge Partner Projects throughout upstate NY | $5,000 |
| PARTNERSHIP FOR ONTARIO COUNTY INC | |||||||
| 5297 PARKSIDE DR | CANANDAIGUA | NY | 14424 | N/A | PC | Community Prevention Coalitions and Support Programs | $5,000 |
| PATHFINDER VILLAGE FOUNDATION INC | |||||||
| 3 CHENANGO RD | EDMESTON | NY | 13335 | N/A | PC | Pathfinder Farmstead Employment Training and Retail Center | $10,000 |
| POLICE ACTIVITIES LEAGUE OF MASSENA INC | |||||||
| 30 BAYLEY RD | MASSENA | NY | 13662 | N/A | PC | MPAL Summer 2024 Program | $5,000 |
| PRIORITY WELLNESS CAMPAIGN | |||||||
| 242 WASHINGTON ST | WATERTOWN | NY | 13601 | N/A | PC | Priority Wellness Campaign Sustainability Project | $5,000 |
| RAMAPO FOR CHILDREN INC | |||||||
| PO BOX 266 | RHINEBECK | NY | 12572 | N/A | PC | Summer Camp Scholarship Funds for Children with Special Needs from Economically Disadvantaged Families | $5,000 |
| REBUILDING TOGETHER-SARATOGA COUNTY | |||||||
| 132 MILTON AVE | BALLSTON SPA | NY | 12020 | N/A | PC | Office and Conference Room Reconfiguration Project | $5,000 |
| REENTRY ASSOCIATION OF WNY INC | |||||||
| 186 N WATER ST | ROCHESTER | NY | 14604 | N/A | PC | Elevating Wellness: Transforming Facilities and Healthcare Services at RAWNY | $5,000 |
| RISE HOUSING AND SUPPORT SERVICES INC | |||||||
| 127 UNION ST | SARATOGA SPGS | NY | 12866 | N/A | PC | HOMEBASE | $5,000 |
| ROCHESTER FRINGE FESTIVAL INC | |||||||
| PO BOX 10508 | ROCHESTER | NY | 14610 | N/A | PC | Rochester Fringe Festival Comprehensive Campaign | $5,000 |
| ROCHESTER INSTITUTE OF TECHNOLOGY | |||||||
| PO BOX 92765 | ROCHESTER | NY | 14692 | N/A | PC | Enhancing the Journal Rochester History | $5,000 |
| ROCHESTER ROTARY CHARITABLE TRUSTS INC | |||||||
| 180 LINDEN OAKS STE 200 | ROCHESTER | NY | 14625 | N/A | PC | 2-Week Sunshine Camp Program | $4,000 |
| S U THEATRE CORPORATION | |||||||
| 820 E GENESEE ST | SYRACUSE | NY | 13210 | N/A | PC | Veteran and Military Accessibility Programming | $5,000 |
| SAN MIGUEL ACADEMY OF NEWBURGH | |||||||
| 245 RENWICK ST | NEWBURGH | NY | 12550 | N/A | PC | Out-of-School Time Learning Program | $5,000 |
| SEAGLE MUSIC COLONY INC | |||||||
| 999 CHARLEY HILL RD | SCHROON LAKE | NY | 12870 | N/A | PC | Cold Mountain, an opera by Jennifer Higdon and Gene Scheer | $5,000 |
| SECURE BETTER LIVING INC | |||||||
| PO BOX 3848 | ITHACA | NY | 14852 | N/A | PC | Making a difference | $3,000 |
| SERVICE IN UNITY INC | |||||||
| 1511 MECKLENBURG RD | ITHACA | NY | 14850 | N/A | PC | The SIU Outreach and Marketing Initiative | $3,000 |
| SILVER BAY ASSOCIATION FOR CHRISTIAN CONFERENCE AN | |||||||
| 87 SILVERBAY RD | SILVER BAY | NY | 12874 | N/A | PC | Silver Bay YMCA Ticonderoga Teen Center | $5,000 |
| SOARING CAPITAL SOCCER CLUB INC | |||||||
| PO BOX 43 | CORNING | NY | 14830 | N/A | PC | Automated External Defibrillators | $2,000 |
| SOUL SAVING STATION FOR EVERY NATION OF SARATOGA S | |||||||
| PO BOX 104 | SARATOGA SPGS | NY | 12866 | N/A | PC | Safety Additions to the Mother Anderson Shelter | $3,000 |
| SPAY AND NEUTER SYRACUSE INC | |||||||
| 2616 ERIE BLVD E | SYRACUSE | NY | 13224 | N/A | PC | Equipment upgrade | $3,000 |
| ST AGNES CHURCH | |||||||
| 169 HILLCREST AVE | LAKE PLACID | NY | 12946 | N/A | PC | St. Agnes School GAP Services | $2,000 |
| ST LAWRENCE VALLEY EDUCATIONAL TELEVISION COUNCIL | |||||||
| 1056 ARSENAL ST | WATERTOWN | NY | 13601 | N/A | PC | Home-Scale Forrest Garden | $5,000 |
| STARLING PRODUCTIONS INC | |||||||
| 65 SAINT JAMES ST | KINGSTON | NY | 12401 | N/A | PC | TMI Project - General Operations | $3,000 |
| STEER FOR STUDENT ATHLETES INC | |||||||
| 304 MIDLAND AVE | PORT CHESTER | NY | 10573 | N/A | PC | Pathletes Support Program | $5,000 |
| STEUBEN SENIOR SERVICES FUND INC | |||||||
| 3 E PULTENEY SQ | BATH | NY | 14810 | N/A | PC | Full Circle America Integration with Aging in Place projects | $15,000 |
| STRIDE INC | |||||||
| 4482 NY RTE 150 | WEST SAND LAKE | NY | 12196 | N/A | PC | Adaptive Learn to Swim | $5,000 |
| SUNSET SPARK INC | |||||||
| PO BOX 320145 | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $5,000 |
| TALKING RIVERS INC | |||||||
| 25723 STATE RTE 180 | DEXTER | NY | 13634 | N/A | PC | Nature Governance Educational Tool Kit | $2,000 |
| THE DEPOT THEATRE INC | |||||||
| PO BOX 414 | WESTPORT | NY | 12993 | N/A | PC | Painting the Exterior of Treadwell, the Depot Theatre's Artist Housing | $5,000 |
| THE FAMILY COUNSELING CENTER OF FULTON COUNTY INC | |||||||
| 11-21 BROADWAY ST | GLOVERSVILLE | NY | 12078 | N/A | PC | Drop-In Center: Crisis De-Escalation Room Renovation | $5,000 |
| THE HYDE COLLECTION TRUST | |||||||
| 161 WARREN ST | GLENS FALLS | NY | 12801 | N/A | PC | The Hyde Center for Arts Education | $5,000 |
| THE SALVATION ARMY | |||||||
| 200 TWIN OAKS DR | SYRACUSE | NY | 13206 | N/A | PC | Long Point Summer Camp- Supplies for Low-Income Youth | $5,000 |
| THE UNITED WAY OF NORTHERN NEW YORK INC | |||||||
| 167 POLK ST STE 300 | WATERTOWN | NY | 13601 | N/A | PC | ALICE (Asset Limited, Income Constrained, Employed) | $7,000 |
| TOMPKINS COUNTY MENTAL HEALTH ASSOCIATION | |||||||
| 171 EAST STATE ST SUITE 275 | ITHACA | NY | 14850 | N/A | PC | Improving and Expanding Peer Support Programming: WRAP facilitation training for MHATC Staff | $5,000 |
| TRI-COUNTY LITERACY CENTER | |||||||
| 251 GLEN ST | GLENS FALLS | NY | 12801 | N/A | PC | General Operating Fund | $3,000 |
| TRINITY ALLIANCE OF THE CAPITAL REGION INC | |||||||
| 15 TRINITY PL | ALBANY | NY | 12202 | N/A | PC | Family Neighborhood Resource Center Operations | $10,000 |
| TRU COMMUNITY CARE | |||||||
| 2594 TRAILRIDGE DR E | LAFAYETTE | CO | 80026 | N/A | PC | TRU Immediate Nurse Access (TINA) | $5,000 |
| TRUMANSBURG CONSERVATORY OF FINE | |||||||
| PO BOX 1053 | TRUMANSBURG | NY | 14886 | N/A | PC | Trumansburg Conservatory of Fine Arts Restoration | $3,000 |
| TRUSTEES OF HAMILTON COLLEGE | |||||||
| 198 COLLEGE HILL RD | CLINTON | NY | 13323 | N/A | PC | Sage Rink | $25,000 |
| UNITED MEMORIAL MEDICAL CENTER | |||||||
| 127 NORTH ST | BATAVIA | NY | 14020 | N/A | PC | To support the United Memorial Medical Center Foundation | $5,000 |
| UNITED PRESBYTERIAN CHURCH OF CORTLAND | |||||||
| 25 CHURCH ST | CORTLAND | NY | 13045 | N/A | PC | Refreshing Project - Phase 2 | $40,000 |
| UNITY HOUSE OF CAYUGA COUNTY INC | |||||||
| 217 GENESEE ST STE 14 | AUBURN | NY | 13021 | N/A | PC | New Telephone System | $3,000 |
| VAN WYCK COUNCIL ON THE ARTS AND CULTURE INC | |||||||
| 477 MAIN ST | BEACON | NY | 12508 | N/A | PC | Enriching Horizons: Pioneering Diversity and Cultural Exploration through Innovative Programming | $3,000 |
| VIA VISUALLY IMPAIRED ADVANCEMENT | |||||||
| 1170 MAIN ST | BUFFALO | NY | 14209 | N/A | PC | Pre-Vocational and Vocational Training for Youth and Adults who are blind or visually impaired | $20,000 |
| VICTORIA ACRES EQUINE FACILITY INC | |||||||
| 133 MICHELE DR | SCHOHARIE | NY | 12157 | N/A | PC | Program Services Project | $10,000 |
| WALKER INC | |||||||
| 1968 CENTRAL AVE | NEEDHAM | MA | 02492 | N/A | PC | Walker's Needham Campus Splash Pad | $3,000 |
| WATERVLIET CIVIC CHEST INC | |||||||
| 14TH ST 1ST AVENUE | WATERVLIET | NY | 12189 | N/A | PC | Food is Fuel | $10,000 |
| WESTPORT LIBRARY ASSOCIATION | |||||||
| 6 HARRIS LN | WESTPORT | NY | 12993 | N/A | PC | Beyond Books: Infrastructure and Accessibility Enhancements | $3,000 |
| WHITNEY M YOUNG JR HEALTH CENTER INC | |||||||
| 900 LARK DR | ALBANY | NY | 12207 | N/A | PC | Opening Doors to a Healthier Community | $10,000 |
| WHOLE LEARNERS | |||||||
| 48 RIVERSIDE DIVE | CANTON | NY | 13617 | N/A | PC | Healing Through Mentoring & Free Creative Expression Project | $3,000 |
| WOMENS FOUNDATION OF GENESEE VALLEY INC | |||||||
| 494 E AVE | ROCHESTER | NY | 14607 | N/A | PC | Power Her Forward Girls Initiative | $2,000 |
| YATES COUNTY GENEALOGICAL AND HISTORICAL SOCIETY | |||||||
| 107 CHAPEL ST | PENN YAN | NY | 14527 | N/A | PC | New Building Project | $10,000 |
| YOUNG PARENTS UNITED INC | |||||||
| 34 JAY ST STE 1A | SCHENECTADY | NY | 12305 | N/A | PC | The Bridges to Independence - Employment and Education Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,505,000 | 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 | $7,498 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $765,966 | 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 | $1,392,071 | 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 | $2,165,535 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,165,535 | 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 (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APACHE FINANCE CANADA CORP - 7 | $128,143 | $107,635 |
| AT&T INC - 7.300% - 08/15/2026 | $245,936 | $203,223 |
| CITIGROUP FDG INC MED SER - 1. | $297,750 | $284,190 |
| CITIGROUP GLOBAL MKTS - 0.000% | $131,040 | $124,620 |
| HSBC BK - 1.210% - 03/07/2028 | $97,331 | $96,180 |
| IKON OFFICE SOLUTIONS INC BOND | $50,750 | $49,540 |
| MORGAN STANLEY - 8.000% - 05/1 | $67,194 | $61,976 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (72 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $532,369 | $1,872,245 |
| ALBEMARLE CP | $103,251 | $80,140 |
| ALPHABET INC CL A | $443,003 | $1,965,123 |
| AMAZON COM | $1,115,847 | $2,959,132 |
| APPLIED MATERIALS INC | $123,184 | $104,408 |
| ASTRAZENECA | $262,293 | $237,576 |
| B RILEY FINANCIAL INC - 0.000% | $112,569 | $115,300 |
| BAE SYSTEMS PLC | $37,086 | $52,130 |
| BERKSHIRE HATHAWAY INC. CLASS | $965,475 | $1,359,840 |
| BLACKROCK INC | $121,118 | $142,490 |
| BLOCK INC | $525,638 | $705,417 |
| CADENCE DESIGN SYSTEMS INC | $128,483 | $133,404 |
| CANADIAN NATL RAILWAY CO | $108,781 | $91,968 |
| CBRE GROUP | $179,702 | $185,644 |
| CHEMICAL AND MINING CO OF CHIL | $95,204 | $89,991 |
| CLOUDFLARE, INC. | $1,000,039 | $2,045,920 |
| COPART INC | $65,761 | $144,795 |
| CSX CORP | $152,566 | $150,056 |
| DEUTSCHE BOERSE ADR | $56,432 | $65,141 |
| ELECTRONIC ARTS | $102,756 | $123,916 |
| ELI LILLY & CO | $708,683 | $1,775,600 |
| EPAM SYSTEMS INC | $123,054 | $150,346 |
| EVERGY, INC. | $88,269 | $95,403 |
| EXTRA SPACE STORAGE | $123,888 | $109,058 |
| FISERV, INC | $68,146 | $90,590 |
| GLOBANT SA | $55,901 | $67,542 |
| HDFC BANK LTD ADR | $113,753 | $135,128 |
| HERMES INTL 10 ADR | $58,836 | $63,582 |
| INFINEON TECH ADS | $213,532 | $183,100 |
| INTERCONTINENTAL EXCHANGE, INC | $41,322 | $59,157 |
| INTERNATIONAL BUSINESS MACHINE | $597,195 | $879,320 |
| INTUITIVE SURGICAL | $28,489 | $67,333 |
| ISHARES FLOATING RATE NOTE FUN | $2,481,635 | $2,481,672 |
| JANUS HENDERSON AAA CLO ETF | $253,450 | $253,550 |
| JOHNSON & JOHNSON | $120,258 | $138,980 |
| L'AIR LIQUIDE ADR OTC | $126,198 | $108,328 |
| L3HARRIS TECHNOLOGIES | $101,358 | $110,818 |
| LONZA GROUP AG UNSP/ADR | $59,542 | $59,779 |
| LVMH MOET HENN UNSP | $175,717 | $167,153 |
| MANNING & NAPIER CORE BOND SER | $2,652,764 | $2,418,155 |
| MANNING & NAPIER OVERSEAS SERI | $411,598 | $524,009 |
| MANNING & NAPIER UNCONSTRAINED | $1,296,249 | $1,235,565 |
| MARRIOTT INTERNATIONAL INC. CL | $907,253 | $1,778,243 |
| MARVELL TECHNOLOGY, INC | $712,198 | $2,650,800 |
| MASCO CORP | $38,401 | $55,008 |
| MASTERCARD INC | $96,234 | $265,391 |
| MERCADOLIBRE, INC | $94,157 | $103,727 |
| META PLATFORMS INC | $1,362,412 | $1,572,680 |
| MICROSOFT CORP | $727,879 | $2,205,288 |
| MOODYS CORP | $60,159 | $95,147 |
| MORGAN STANLEY | $648,117 | $770,035 |
| MSCI INC | $56,309 | $69,001 |
| NASDAQ OMX GROUP | $65,924 | $68,651 |
| NORTHROP GRUMMAN CORP | $85,595 | $88,696 |
| NVIDIA CORP | $195,315 | $4,273,779 |
| ROCHE HOLDING LTD ADR | $105,061 | $115,278 |
| S&P GLOBAL INC COM | $44,306 | $61,258 |
| SALESFORCE.COM | $905,608 | $885,975 |
| SERVICE NOW | $1,455,064 | $2,536,867 |
| SHOPIFY INC | $628,444 | $840,007 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $83,920 | $182,876 |
| TECHTRONIC INDS SPD ADR | $122,892 | $113,965 |
| THE COCA-COLA CO | $146,453 | $165,736 |
| THERMO FISHER SCIENTIFIC INC | $120,609 | $135,780 |
| TRANSUNION COM USD0.01 | $112,062 | $110,974 |
| UNION PACIFIC | $76,894 | $85,515 |
| VEEVA SYSTEMS INC | $587,091 | $794,745 |
| VERTEX PHARMCTLS INC | $28,671 | $54,365 |
| VERTIV CL A | $452,658 | $817,992 |
| VISA INC | $88,967 | $180,459 |
| WEST FRASER TIMBER | $80,377 | $85,252 |
| ZEBRA TECHNOLOGIES CORP | $725,846 | $834,235 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,122,856 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,054,784 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $48,586 | $48,586 | |
| Bank Charges | $934 | $934 | |
| Office Supplies | $138 | $138 | |
| Postage/Delivery Service | $596 | $596 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $250 | $250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $207,182 | Amt |
| Net Investment Income | $207,182 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $25,200 | |
| Foreign Tax Paid | $3,648 | $3,648 |