2024-05-15T12:17:08-00:00 2023-12-31 161379191 B C TAX BOOKKEEPING 61 E MAIN ST WESTFIELD NY 14787 990PF 2023-01-01 166253879 JESSIE C WILSON MEMORIAL TRUST FUND JESS 7165811989 20 BLISS STREET WESTFIELD NY 14787 DAVID R WILSON TREASURER 7165811989 2024-05-15 true DAVID WILSON XXX-XX-XXXX TERESA CASLER P00890252 7163263386 2024-05-15 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 257434 X 26 26 26 1034 1034 1024 7913 14240 0 8973 1060 1050 2768 2768 0 0 4206 4206 6974 0 4206 1999 1060 1050 5 5 5 1656 1051 1051 138586 146056 256378 140247 147112 257434 0 X 140247 147112 140247 147112 140247 147112 140247 1999 4866 147112 147112 15 15 15 15 false false false false false false false true true NY true true false false false true 7163266754 20 BLISS STREET WESTFIELD NY 14787 false false false false false false false false true false false false false false false false false false false false false false DAVID HERR MAIN ST WESTFIELD NY 14787 CHAIRMAN 000.00 0 KATHY MONROE OAK ST WESTFIELD NY 14787 TRUSTEE 000.00 0 DAVID WILSON 20 BLISS ST WESTFIELD NY 14787 TREASURER 000.00 0 JODI WILSON 20 BLISS ST WESTFIELD NY 14787 SECRETARY 000.00 0 NONE NONE SEE ATTACHED 0 213212 1359 0 214571 214571 3219 211352 10568 10568 15 15 10553 10553 10553 4206 4206 10553 4961 4206 4206 755 10553 1050 1255 1537 1551 5393 893 1067 1306 1318 4584 4206 5000 6345 2606 18157 4206 5000 6345 2606 18157 7045 6882 4684 5158 23769 NONE NONE X DAVID HERR MAIN ST WESTFIELD NY 14787 7163264697 WRITTEN REQUEST FROM NON-PROFIT ORGANIZATION WITH PURPOSE OF FUNDS STATED NONE NONE CHRISTIAN CHILDREN'S FUND 2821 EMERYWOOD PARKWAY RICHMOND VA 232616484 EOF DONATION 356 WESTFIELD FOOD PANTRY E MAIN RD WESTFIELD NY 14787 EOF DONATION 100 APPLESEED PRE-SCHOOL 101 E MAIN ST WESTFIELD NY 14787 EOF DONATION 500 FIRST BAPTIST CHURCH UNION ST WESTFIELD NY 14787 EOF DONATION 200 LAKESHORE CENTER OF THE ARTS PORTAGE ST WESTFIELD NY 14787 EOF DONATION 100 WESTFIELD WELCH FIELD PROGRAM 23 ELM ST WESTFIELD NY 14787 EOF DONATION 400 WESTFIELD UNION CEMETERY E MAIN RD WESTFIELD NY 14787 EOF DONATION 300 WESTFIELD CEMETERY ASSOCIATION ACADEMY ST WESTFIELD NY 14787 EOF DONATION 150 UNION RELIEF ASSOCIATION PO BOX 454 WESTFIELD NY 14787 EOF DONATION 100 WESTFIELD EMORIAL HOSPITAL 189 E MAIN RD WESTFIELD NY 14787 EOF DONATION 2000 4206 1060 1060 1060 3 INTEREST INCOME IS USED TO MAKE DISBURSEMENTS 4 DIVIDEND INCOME IS USED TO MAKE DISBURSEMENTS false false false false false false false false false false X META PLATFORMS INC 2019-03 P 2023-10 4693 2721 1972 NOVARTIS ADR 2019-03 P 2023-02 1953 1870 83 NVIDIA 2019-03 P 2023-08 6182 586 5596 ROCHE HLDG LTD 2019-10 P 2023-01 823 753 70 VERTEX PHARM 2021-07 P 2023-01 589 397 192 ML FUNDAMENTAL GROWTH 146056 256378 BROKERAGE FEES 2768 UNREALIZED GAINS 4866