2024-06-11T10:05:26-07:00 2023-12-31 141595419 Timothy J Sweeney CPA 5075 State Route 10 Cobleskill NY 12043 990PF 2023-01-01 223211041 DEAN M GRAHAM FOUNDATION DEAN 5182347516 C/O SWEENEY 5075 STATE RT 10 COBLESKILL NY 12043 TIMOTHY J SWEENEY TRUSTEE 5182347516 2024-06-11 TIMOTHY SWEENEY XXX-XX-XXXX true Timothy J Sweeney P00152415 5182347516 2024-06-11 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 708389 X 19995 2496 92 18734 18733 27202 65095 46223 0 99 99 68526 65147 3725 725 0 1300 250 85 0 332 0 0 59 0 4008 3908 9509 4883 0 24500 24500 34009 4883 24500 34517 60264 16731 14013 14013 0 20000 20000 0 0 49582 84880 85105 406622 377592 589271 0 0 0 0 0 0 472935 496485 708389 0 0 0 0 0 X 472935 496485 472935 496485 472935 496485 472935 34517 507452 10967 496485 400 SHARES INVESCO TR P 2017-11-15 2023-12-12 8402 0 9188 -786 0 0 0 -786 25 SHARES PEPSICO P 2012-05-16 2023-12-12 4203 0 1713 2490 0 0 0 2490 100 SHARES VERIZON P 2021-10-26 2023-12-12 3739 0 5303 -1564 0 0 0 -1564 100 SHARES NVENT P 2015-05-13 2023-12-12 5724 0 2130 3594 0 0 0 3594 10 SHARES VANGUARD GROWTH ETF D 2008-12-18 2023-07-13 2877 0 386 2491 0 0 0 2491 235 SHARES JOHNSON CTLS INTL D 2002-11-28 2023-12-12 12924 0 88 12836 0 0 0 12836 200 SHARES TE CONN. D 2002-11-28 2023-12-12 27226 0 64 27162 0 0 0 27162 46223 838 0 838 0 838 1200 0 1200 -1200 362 0 362 false false false false false false false true true NY true false false false false true NONE TIMOTHY J SWEENEY 5182347516 5075 STATE ROUTE 10 COBLESKILL NY 120437301 false false false false true false false false X false false false false false false false false false true false X false false false false TIMOTHY J SWEENEY CPA 5075 STATE RT 10 COBLESKILL NY 12043 TRUSTEE 7.00 3175 0 0 GERALDINE F SWEENEY 5075 STATE ROUTE 10 COBLESKILL NY 12043 TRUSTEE 1.00 550 0 0 NONE 0 NONE 0 GIFTS TO 3 LOCAL SCHOOL DISTRICTS 2150 GIFTS TO 3 UNIVERSITIES 10500 GIFTS TO 9 NATIONAL MEDICAL RESEARCH ORGANIZATIONS 4000 GIFTS TO 3 SCIENCE/EDUCATIONAL MUSEUMS $3,250 GIFTS FOR DISASTER RELIEF $4,000 GIFTS TO LOCAL LIBRARY $600 7850 NONE 0 0 648790 13204 0 661994 0 0 661994 9930 652064 32603 32603 838 838 31765 0 31765 31765 24500 0 24500 31765 23659 0 0 0 0 0 0 24500 23659 0 841 0 0 0 0 0 0 0 0 30924 0 0 0 0 0 0 0 NONE NONE TIMOTHY J SWEENEY 5075 STATE ROUTE 10 COBLESKILL NY 12043 5182347516 NO STANDARD APPLICATION NONE CONDUCT,PROMOTE,DEVELOPE,SUPPORT SCIENCE ALZHEIMER'S ASSOC 4 PINE WEST ALBANY NY 12205 501C3 RESEARCH 400 BE THE MATCH FOUNDATION N FIFTH ST MINNEAPOLIS MN 55401 501C3 RESEARCH 1000 AMERICAN HEART ASSOC PO BOX 78851 PHOENIX AZ 85062 501C3 RESEARCH 400 AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 501C3 DISASTER RELIEF 4000 AMERICAN KIDNEY FUND 11921 ROCKVILLE PIKE ROCKVILLE MD 20852 501C3 RESEARCH 250 ALS ASSOCIATION 1275 K STREET WASHINGTON DC 20005 501C3 RESEARCH 250 COBLESKILL-RICHMONDVILLE 155 WASHINGTON AVE COBLESKILL NY 12043 PUBLIC EDUCATIONAL 1000 COMMUNITY LIBRARY UNION STREET COBLESKILL NY 12043 501C3 STEM PROG. 600 MiSci NOTT TERRACE HEIGHTS SCHENECTADY NY 12308 501C3 EDUCATIONAL 2000 AUTISM SPEAKS 1060 STATE RD PRINCETON NJ 08540 501C3 RESEARCH 250 FRIENDS OF FIVE RIVERS 56 GAME FARM ROAD DELMAR NY 12054 501C3 ENVIROMENTALEDUCATION 750 SOUTH KORTRIGHT SCHOOL PO BOX 113 SOUTH KORTRIGHT NY 13842 PUBLIC SCIENCE PROG. 650 STATE UNIVERSITY NY 308 NETZER BLDG ONEONTA NY 13820 PUBLIC SCIENCE PROG 3000 SUNY COBLESKILL STATE ROUTE 7 COBLESKILL NY 12043 PUBLIC SCHOLARSHIPS 2500 HARTWICK COLLEGE PO BOX 4020 ONEONTA NY 13820 PUBLIC RESEARCH 5000 JEFFERSON CENTRAL SCHOOL STATE ROUTE 10 JEFFERSON NY 12093 PUBLIC SCIENCE PROG. 500 ARTHRITIS FOUNDATION 1355 PEACHTREE ST ATLANTA GA 30309 501C3 RESEARCH 0 NATL FOUNDATION CANCER 4600 EAST WEST HIGHWAY BETHESDA MD 20814 501C3 RESEARCH 900 UNIVERSITY OF SOUTH FLORIDA E FOWLER AVE TAMPA FL 33620 PUBLIC RESEARCH 0 MACULAR DEGENERATION 22512 GATEWAY CENTER CLARKSBURG MD 20871 501C3 RESEARCH 250 MAHOOSUC LAND TRUST 162 NORTH RD BETHEL MA 04217 501C3 CONSERVATION 500 PARKINSON FOUNDATION 200 SE 1ST STREET MIAMI FL 33131 501C3 RESEARCH 300 24500 14 2496 14 18734 18 99 18 27202 48531 48531 false false false false false false false false false false X X 1 VICTORIA D GRAHAM 21 SUNCREST TERRACE ONEONTA NY 13820 19995 X X 1 160 SHARES OF TE CONNECTIVITY 19995 2023-11-15 SWEENEY CPA TAX PREP 1300 INVESCO TR 400 SHARES 2017-11 Purchased 2023-12 8402 9188 Cost -786 PEPSICO 25 SHARES 2012-05 Purchased 2023-12 4203 1713 Cost 2490 VERIZON 100 SHARES 2021-10 Purchased 2023-12 3739 5303 Cost -1564 NVENT 100 SHARES 2015-05 Purchased 2023-12 5724 2130 Cost 3594 VANGUARD GROWTH ETF 10 SHARES 2008-12 Donated 2023-07 2877 242 FMV 2635 JOHNSON CTLS INTL 235 SHARES 2002-11 Donated 2023-12 12924 9275 FMV 3649 TE CONN.LTD 200 SHARES 2002-11 Donated 2023-12 27226 10042 FMV 17184 AMER.ELECT.POWER 275 SHARES 7976 22336 ANNALY CAPITAL 275 SHARES 15245 5327 BLACKSTONE 140 SHARES 7733 18329 BRISTOL MYERS 200 SHARES 4529 10262 CLOROX COMP. 75 SHARES 5033 10694 CONOCO PHILLIPS 180 SHARES 10748 20893 CONSTELLATION 100 SHARES 3612 11689 CVS HEALTH 220 SHARES 14007 17371 DUKE ENERGY 110 SHARES 5447 10674 EMERSON ELECT. 165 SHARES 10284 16059 EXELON CORP 300 SHARES 8575 10770 INVESTCO TRUST ETF PFD 700 SHARES 10535 8029 ISHARES 730 U.S. PREFERRED 28725 22769 JOHNSON CONTROLS 390 SHARES 15393 22480 JOHNSON+JOHNSON 110 SHARES 7128 17241 JP MORGAN 115 SHARES 13941 19562 MEDTRONIC 285 SHARES 21931 23478 MET LIFE 260 SHARES 10100 17194 NBT 275 SHARES 5607 11525 NVENT ELECT 159 SHARES 3386 9395 PENTAIR 259 SHARES 4208 18832 PEPSICO 90 SHARES 5949 15286 PROCTOR GAMBLE 140 SHARES 9076 20516 REALTY INCOME 150 SHARES 4793 8613 STAG 300 SHARES 5960 11778 TE CONN.LTD 510 SHARES 25622 71655 VANGUARD GROWTH 200 SHARES 48480 62176 VANGUARD VALUE 330 SHARES 35168 49335 VERIZON 500 SHARES 21012 18850 WELLS FARGO 125 SHARES 7389 6153 84880 85105 TO ADJUST BOOK TO MARKET 10967 BANK FEES 0 0 INVESTMENT ADVISOR 3908 3908 LIBRARY 0 0 NYS FEE 100 0 POSTAGE TRAVEL CAP/GAIN DIST. 72 72 SEC.1250 27 27 TINER IT 85 FEDERAL EXCISE 332 0