ROSA C & HENRY A SAUTER SCHOLARSHIP FUND: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: ROSA C & HENRY A SAUTER SCHOLARSHIP FUND (EIN 13-7221515)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-05-06
IRS object ID: 202621269349100522
Schema version: 2025v4.0
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
Investments Other Schedule2
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-06T14:01:39-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	920460586	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PWC US TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 GRANT STREET	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15219	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	137221515	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROSA C & HENRY A SAUTER SCHL FD #8	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ROSA	BusinessNameControlTxt
Phone	9142893037	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 185	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	152300185	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL STAGIS	PersonNm
Person Title	VICE PRESIDENT	PersonTitleTxt
Phone	9142893037	PhoneNum
Signature	2026-04-03	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANIEL WALTMAN	PreparerPersonNm
PTIN	P01233408	PTIN
Phone	4123556000	PhoneNum
Preparation	2026-04-03	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,201,198	FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$33,898	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$33,898	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,475	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$39,563	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,475	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$38,373	TotalRevAndExpnssAmt
Total Net Invst Incm	$38,373	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$7,624	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$4,574	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$3,049	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm	$0	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm	$0	OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$0	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm	$0	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm	$0	PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$1,872	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$199	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm	$0	TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm	$0	PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm	$0	PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss	$250	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$250	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$9,746	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$4,773	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,299	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$57,025	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$57,025	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$66,771	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$4,773	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$60,324	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$28,398	ExcessRevenueOverExpensesAmt
Net Investment Income	$33,600	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$215,291	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$187,208	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$187,208	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY	$0	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$0	AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY	$874,884	OtherInvestmentsBOYAmt
Other Investments EOY	$874,796	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,013,990	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$1,090,175	TotalAssetsBOYAmt
Total Assets EOY	$1,062,004	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,201,198	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$1,090,175	CapitalStockBOYAmt
Capital Stock EOY	$1,062,004	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,090,175	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,062,004	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,090,175	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,062,004	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,090,175	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$28,398	ExcessRevenueOverExpensesAmt
Other Increases	$227	OtherIncreasesAmt
Subtotal	$1,062,004	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,062,004	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
660.502 G Q G PART EMERG MKTS EQ-INST	2023-11-21	2025-05-27	$11,268	$10,000	$1,268	$1,268
904.978 BNYM FLTNG RT INC-Y		2025-05-27	$10,000	$10,023	-$23	-$23
285. ISHARES MSCI EMERGING MARKETS EX	2023-11-21	2025-05-27	$17,026	$15,065	$1,961	$1,961
CAPITAL GAIN DIVIDENDS					$1,269		P
CAPITAL GAIN DIVIDENDS					$1,269		P
CAPITAL GAIN DIVIDENDS					$1,269		P

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,475	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$467	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$467	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$467	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,548	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$1,548	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,081	OverpaymentAmt
Applied To ES Tax	$468	AppliedToESTaxAmt
Refund	$613	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	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
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	BNY MELLON NA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9142893037	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 185	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	152300185	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	Yes (true)	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
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

Field	Value	IRS element (for citing)
Person	BNY MELLON N A	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 185	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	152300185	ZIPCd

Field	Value	IRS element (for citing)
Title	TRUSTEE	TitleTxt
Average Hrs Per Wk Devoted To Pos	1	AverageHrsPerWkDevotedToPosRt
Compensation	$7,624	CompensationAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$968,155	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$187,558	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,155,713	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,155,713	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$17,336	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,138,377	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$56,919	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$56,919	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$467	TaxBasedOnInvestmentIncomeAmt
Total Tax	$467	TotalTaxAmt
Distributable Before Adj	$56,452	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$56,452	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$56,452	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$60,324	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	$60,324	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$56,452	DistributableAsAdjustedAmt
Undistributed Income PY	$50,283	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$60,324	QualifyingDistributionsAmt
Applied To Year1	$50,283	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$10,041	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$46,411	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt
Excess From Current Year	$0	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
BOSTON UNIVERSITY
ONE SILBER WAY	BOSTON	MA	02215	NONE	I	SCHOLARSHIPS	$1,500
UNIVERSITY OF MASSACHUSETTS DARTMOUTH
285 OLD WESTPORT RD	NORTH DARTMOUTH	MA	027472300	NONE	I	SCHOLARSHIPS	$4,063
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVE	BOSTON	MA	021155005	NONE	I	SCHOLARSHIPS	$4,063
WENTWORTH INSTITUTE OF TECHNOLOGY
550 HUNTINGTON AVE	BOSTON	MA	021155901	NONE	I	SCHOLARSHIPS	$1,500
CLARK UNIVERSITY
950 MAIN ST	WORCESTER	MA	016101400	NONE	I	SCHOLARSHIPS	$4,000
SUNY BINGHAMTON
PO BOX 6003	BINGHAMTON	NY	13902	NONE	I	SCHOLARSHIPS	$5,167
MANHATTAN COLLEGE
4513 MANHATTAN COLLEGE PKWY	BRONX	NY	104714004	NONE	I	SCHOLARSHIPS	$2,000
MANHATTANVILLE UNIVERSITY
2900 PURCHASE ST	PURCHASE	NY	105772131	NONE	I	SCHOLARSHIPS	$1,167
MERCY COLLEGE
555 BROADWAY	DOBBS FENY	NY	105200000	NONE	I	SCHOLARSHIPS	$1,500
NEW YORK UNIVERSITY
105 EAST 17TH STREET 4TH FLOOR	NEW YORK	NY	100032170	NONE	I	SCHOLARSHIPS	$4,063
SUNY ONEONTA
108 RAVINE PARKWAY	ONEONTA	NY	138204015	NONE	I	SCHOLARSHIPS	$8,125
UNIVERISTY AT ALBANY
1400 WASHINGTON AVE	NEW YORK	NY	12222	NONE	I	SCHOLARSHIPS	$1,500
SUNY CORTLAND
70 TOMPKINS ST	CORTLAND	NY	130452554	NONE	I	SCHOLARSHIPS	$1,167
SUNY NEW PLATZ
1 HAWK DR	NEW PLATZ	NY	12561	NONE	I	SCHOLARSHIPS	$7,598
THE COLLEGE OF NEW JERSEY
PO BOX 7718	EWING	NJ	086280718	NONE	I	SCHOLARSHIPS	$4,063
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE STE 155	ASHBURN	VA	201474191	NONE	I	SCHOLARSHIPS	$2,000
HOWARD UNIVERSITY
2244 10TH STREET ROOM 302	WASHINGTON	DC	200590001	NONE	I	SCHOLARSHIPS	$1,549
UNIVERSITY AT BUFFALO
12 CAPEN HALL	BUFFALO	NY	14260	NONE	I	SCHOLARSHIPS	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$57,025	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

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$33,898	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	$4,475	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	$38,373	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$38,373	TotalIncomeProducingActyAmt

Field	Value	IRS element (for citing)
Rln Of Acty To Accom Of Exmpt Prps		RlnOfActyToAccomOfExmptPrpsGrp

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

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
05569M830 BNY MELLON BOND FUND	AT COST	$214,131	$187,077
05569M814 BNY MELLON INTERMEDI	AT COST	$104,479	$105,347
05588E850 BNY MELLON HIGH YIEL	AT COST	$11,585	$10,556
05589K400 BNYM FLTNG RT INC-Y	AT COST	$49,582	$49,021
05588F709 BNY MELLON DEVELOPED	AT COST	$10,558	$9,459
464287200 ISHARES CORE S&P 500	AT COST	$300,327	$428,088
464287507 ISHARES CORE S&P MID	AT COST	$46,623	$66,000
464287457 ISHARES 1-3 YEAR TRE	AT COST	$39,344	$39,340
922908751 VANGUARD SMALL-CAP E	AT COST	$23,345	$33,534
00771X419 G Q G PART EMERG MKT
46434G764 ISHARES MSCI EMERGIN
46432F842 ISHARES CORE MSCI EA	AT COST	$14,822	$17,892
55273H361 M F S RESEARCH INTER	AT COST	$35,000	$38,689
233203421 DFA EMERG MKTS CORE	AT COST	$25,000	$28,987

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	STATE INCOME TAXES - PRINCIPAL	Desc
Revenue And Expenses Per Books	$250	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$250	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
MUTUAL FUND TIMING ADJ	$225
ROUNDING	$2

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES	$127	$127	$0
FEDERAL TAX PAYMENT - PRIOR YE	$125	$0	$0
FEDERAL ESTIMATES - PRINCIPAL	$1,548	$0	$0
FOREIGN TAXES ON NONQUALIFIED	$72	$72	$0