2024-05-01T09:07:58-07:00 2023-12-31 161524123 STEVEN R JONES CPA PC 133 Saratoga Road Suite 5 Glenville NY 12302 990PF 2023-01-01 223122633 William Gundry Broughton Charitable Private Foundation Inc WILL 5188986703 133 Saratoga Road Suite 8 Glenville NY 12302 Jean M Duxbury Treasurer 5183319454 2024-05-01 true Grace Golden XXX-XX-XXXX true Steven R Jones P00012681 5183843718 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 18991208 X X 696 696 696 291049 291049 291049 833408 2038607 833408 1125153 1125153 291745 24000 7214 59296 59296 16847 2060 30 4980 232 9366 121965 61356 0 824000 824000 945965 61356 824000 179188 1063797 291745 168013 370687 370687 4596 334316 334316 377187 3779967 3605372 6975370 4145538 4301559 11267964 8301 8301 30 8432460 8611934 18991208 832 832 X 8432460 8611102 8432460 8611102 8432460 8611934 8432460 179188 8611648 546 8611102 1225 Air Products & Chemicals P 2017-02-28 2023-12-12 329641 171852 157789 157789 1189 Avery Denison Corp P 2018-10-18 2023-09-06 219442 114740 104702 104702 600 Broadridge Finl Sol P 2019-04-17 2023-11-29 109734 68562 41172 41172 1734 Brookfield Asset Mgt CL-A P 2012-06-04 2023-03-27 53809 18191 35618 35618 6938 Brookfield Corp P 2012-06-04 2023-05-22 215103 78555 136548 136548 560 CDW Corporation P 2014-01-21 2023-11-29 112969 13701 99268 99268 30 CINTAS Corp P 2020-07-16 2023-05-18 14117 8345 5772 5772 6200 Genpact P 2020-04-14 2023-12-20 218691 191163 27528 27528 1180 Microchp Tech Inc P 2017-04-12 2023-05-18 91692 42664 49028 49028 1040 Ross Stores Inc P 2001-07-25 2023-11-29 129935 2999 126936 126936 1230 T Rowe Price Group P 2023-01-18 2023-12-19 132991 145339 -12348 -12348 2290 The Hanover Group P 2019-05-03 2023-08-16 256117 276908 -20791 -20791 425 Trane Technologies PLC P 2017-03-31 2023-11-29 94920 26791 68129 68129 175 Watsco Inc P 2022-05-05 2023-05-18 59446 45389 14057 14057 833408 -12348 14787 14787 14787 14000 14000 X 45 832 0 false false false false false false false false true NY true false false false false true https://wgbfoundation.com/ Jean Duxbury 5188986703 133 Saratoga Rd Suite 8 Glenville NY 123024108 false false false false false false false false false false false false false false false false false false false false false false Thomas Gifford 203 Lincoln St Scotia NY 12302 Director 1.00 0 Ronald L Lagasse 138 Acorn Drive Glenville NY 123024717 Director 1.00 1000 Jean M Duxbury 19 Munger Hill Road Stillwater NY 121701704 Treasurer 5.00 5000 Grace E Golden 451 Rudy Chase Drive Apt 1004 Glenville NY 12302 President 3.00 5000 Howard I Mack 127 Maplewood Drive Scotia NY 12302 Director 1.00 2000 William S Lucarelli 114 Vosburgh Rd Mechanicville NY 12118 Director 1.00 2000 Susan J Thomas 2 Acorn Drive Burnt Hills NY 12027 Secretary 5.00 5000 Christian Mohr 29 Terrace Road Queensbury NY 128047718 Vice President 1.00 2000 Robin Bingham 19652 Beechcrest Pl Estero FL 33928 Director 1.00 2000 NONE Fenimore Asset Management 384 North Grand Street Cobleskill NY 12043 Investment Mgt 59296 17302623 206960 0 17509583 0 17509583 262644 17246939 862347 862347 14787 14787 847560 847560 847560 824000 824000 847560 755745 824000 755745 0 68255 779305 X Jack Falvo III Foundation 17 Rosa Road Schenectady NY 12308 None PC Unrestricted 5000 The Mary Fund 58 Bleakley Ave Troy NY 12182 None PC Unrestricted 5000 Regional Food Bank of NENY 965 Albany-Shaker Road Latham NY 12110 None PC Unrestricted 17000 Seeds of Endless Hope Inc PO Box 17 Clifton Park NY 12065 None PC Unrestricted 2500 Alzheimer's Association of NENY 4 Pine West Plaza Ste 405 Albany NY 12205 None PC Unrestricted 5000 Family Promise of the Capital Regio 738 New Scotland Ave Albany NY 12208 None PC Unrestricted 15000 Food Pantries for the Capital Distr 32 Essex St Albany NY 12206 None PC Unrestricted 20000 Friends of Tivoli Lake Preserve Far 817 Livingston Ave Albany NY 12206 None PC Unrestricted 8000 Interfaith Partnership for the Home 176 Sheridan Ave Albany NY 12210 None PC Unrestricted 28000 Northern Rivers Family Services Inc 60 Academy Rd Albany NY 12208 None PC Unrestricted 10000 Schenectady Community Home 22 Glenview Drive Scotia NY 12302 None PC Unrestricted 20000 YWCA of Northeastern NY 44 Washington Ave Schenectady NY 12305 None PC Unrestricted 20000 A Place for Jazz PO Box 1059 Schenectady NY 12301 None PC Unrestricted 4000 Big Brothers Big Sisters of the Cap 1698 Central Ave Albany NY 12205 None PC Unrestricted 10000 Hudson Valley Comm College Foundati 80 Vandenburgh Ave Troy NY 12180 None PC Unrestricted 15000 STRIDE Inc 4482 NY Hwy 150 West Sand Lake NY 12196 None PC Unrestricted 20000 Sunnyview Rehabilitation Hospital 1270 Belmont Ave Schenectady NY 12308 None PC Unrestricted 15000 Victoria Acres Equine Facility 3771A Western Tpk Altamont NY 12009 None PC Unrestricted 15000 Animal Protective Foundation 53 Maple Ave Glenville NY 12302 None PC Unrestricted 25000 The Arts Center of the Capital Regi 265 River St Troy NY 12180 None PC Unrestricted 5000 Adirondack Explorer 36 Church Street Saranac Lake NY 12983 None PC Unrestricted 5000 Freedom Guide Dogs 1210 Hardscrabble Rd Cassville NY 13318 None PC Unrestricted 25000 Schenectady County Historical Soc 32 Washington Ave Schenectady NY 12302 None PC Unrestricted 6000 The Salvation Army 222 Lafayette St Schenectady NY 12305 None PC Unrestricted 10000 The Quest for Grace Foundation 802 Union Street Schenectady NY 12308 None PC Unrestricted 2500 Homeward Bound Adirondacks PO Box 1100 Saranac Lake NY 12983 None PC Unrestricted 5000 Wesley Health Care Center 131 Lawrence St Saratoga Springs NY 12866 None PC Unrestricted 5000 Youth for Christ Capital District PO Box 443 Clifton Park NY 12065 None PC Unrestricted 8000 Justice for Orphans 38 Fares Road Ravena NY 12143 None PC Unrestricted 3000 BH-BL Housing Dev Foundation 126 Council Lane Burnt Hills NY 12027 None PC Unrestricted 5000 Burnt Hills Rowing Assoc PO Box 248 Burnt Hills NY 12027 None PC Unrestricted 10000 Averill Park Ed Foundation PO Box 56 Averill Park NY 12018 None PC Unrestricted 5000 Concerned for the Hungary Inc PO Box 119 Schenectady NY 12301 None PC Unrestricted 7000 Connect Center for Youth 49 Johnston Ave Cohoes NY 12047 None PC Unrestricted 24000 Create Community Studios 140 Erie Blvd Schenectady NY 12305 None PC Unrestricted 10000 Friends of Ballston Spa Pub Library 21 Milton Ave Ballston Spa NY 12020 None PC Unrestricted 40000 Jewish Family Services of NENY 184 Washington Ave Ext Albany NY 12203 None PC Unrestricted 20000 Mohawk Hudson Land Conservancy 425 Kenwood Ave Delmar NY 12054 None PC Unrestricted 20000 Operation Warm PO Box 822431 Philadelphia PA 19182 None PC Unrestricted 15000 Better Community Neighborhoods Inc 670 Franklin St Ste 201 Schenectady NY 12308 None PC Unrestricted 20000 Grassroots Givers 522 Washington Ave Albany NY 12203 None PC Unrestricted 5000 Vermont Community Foundation 3 Court Street Middlebury VT 05753 None PC Unrestricted 50000 Seagle Festival PO Box 366 Schroon Lake NY 12870 None PC Unrestricted 10000 Maria College 700 New Scotland Ave Albany NY 12208 None PC Unrestricted 10000 Literacy Volunteers of Rens County 65 First Street Troy NY 12180 None PC Unrestricted 11000 Homeless and Travelers Aid Society 138 Central Avenue Albany NY 12206 None PC Unrestricted 15000 Ohana Foundation PO Box 1391 Ballston Lake NY 12019 None PC Unrestricted 5000 Animal Shelter of Schoharie PO Box 40 Howes Caves NY 12092 None PC Unrestricted 5000 Ayres Memorial Animal Shelter 133 Hilltop Rd Sprakers NY 12166 None PC Unrestricted 5000 Sunhee's Community Place 173 4th Street Troy NY 12180 None PC Unrestricted 3000 Tri-County Council Vietnam Era 737 Albany Shaker Rd Albany NY 12211 None PC Unrestricted 5000 North Country Ministry 3933 Main Street Warrensburg NY 12885 None PC Unrestricted 5000 GSP Rescue of NJ 64 Lincoln Laurel Rd Newton NJ 07860 None PC Unrestricted 5000 To Life PO Box 3089 Saratoga Springs NY 12866 None PC Unrestricted 5000 To Life 410 Kenwood Ave Delmar NY 12054 None PC Unrestricted 20000 Empire State Youth Orchestra 4323 State Street Schenectady NY 12305 None PC Unrestricted 20000 Troy Music Hall 30 Second Street Troy NY 12180 None PC Unrestricted 10000 SUNY Cobleskill College Foundation Knapp Hall 228 106 Suffolk Cir Cobleskill NY 12043 None PC Unrestricted 30000 Senior Hope Counseling Inc 650 Warren St Albany NY 12208 None PC Unrestricted 20000 St Catherine's Center for 40 North Main Ave Albany NY 12203 None PC Unrestricted 20000 Red Leash Rescue Inc 172 Dannell Drive Stamford CT 06905 None PC Unrestricted 10000 One Church Street PO Box 395 Johnstown NY 12095 None PC Unrestricted 25000 Mohawk Valley Collective PO Box 53 Fort Plain NY 13339 None PC Unrestricted 20000 824000 696 291049 833408 1125153 1125153 false false false false false false false false false false Accounting & Tax Prep 7214 0 0 0 Furniture, Fixtures & Eq 2002-06-15 6116 6086 200DB 10.0000 30 IDEX Corporation 13412 238821 Ross Stores 11126 276780 Brookfield Asset Management 235765 301275 Stryker Corp 64088 345277 CDW Corp 67285 475099 Republic Services, Inc. 87289 355381 Air Products & Chemical Microchip Technology 138477 345389 Avery Dennison Corp 109418 234708 Broadridge Financial 228541 411500 The Hanover Group Vulcan Materials 141292 228145 Arthur J Gallagher 196762 387918 Cintas Corp 157694 304343 Genpact Heico Corp Class A 137086 193006 Jack Henry & Associates 211130 223055 McCormick & Company 154850 135472 Paychex Inc 179021 295988 Pool Corp 124394 267136 Steris PLC 145205 214354 Trane Technologies PLC 151255 506093 Entegris Inc 130235 143784 Fastenal Co 88669 106871 Amphenol Corp 150937 205496 Brookfield Corp Watsco, Inc. 108816 181243 Agilent Technologies 146570 149596 Martin Marieta Material 143304 146680 Roper Technologies 141567 158644 Verisk Analytics 141184 143316 334316 377187 Vanguard 500 Index FMV 1426985 3871139 T Rowe Price Equity Index 500 FMV 1467300 3861624 Schwab S&P 500 Index FMV 1407274 3535201 Furniture and Fixtures 6116 6116 Machinery and Equipment 2185 2185 Broker adjustments to Cost Basis 546 Insurance Premiums 2255 Miscellaneous 150 Office Expense 1932 Website Development 5029 Investment Advisory Fees 59296 59296 0 0 Federal Excise Tax 14787 Foreign Tax on Investment Income 2060 2060