2024-08-20T14:27:46-05:00 2024-05-31 160765486 LUMSDEN & MCCORMICK LLP 369 FRANKLIN STREET BUFFALO NY 14202 990PF 2023-06-01 166052186 THE VINCENT & HARRIET PALISANO FOUNDATION VINC 7168823488 PO BOX 1133 BUFFALO NY 142051133 JAMES M BEARDSLEY TRUSTEE 7168823488 2024-08-20 1 1 ROBERT P INGRASCI CPA P01417513 7168563300 2024-08-15 2023 2024-08-08 14:25:15Z X 2314375 X X 14296 14296 43530 43530 191345 788416 191345 249171 249171 10479 1048 9431 1200 0 1200 5300 2120 3180 16477 16477 0 1042 409 250 465 0 465 34963 20054 14526 175250 175250 210213 20054 189776 38958 229117 364 169223 169223 1011730 953952 1121903 938657 866534 1023249 1950751 1989709 2314375 0 0 X 1950751 1989709 1950751 1989709 1950751 1989709 1950751 38958 0 1989709 0 1989709 PUBLICLY TRADED SECURITIES P 786420 597071 189349 189349 CAPITAL GAINS DIVIDENDS P 1996 1996 1996 191345 3185 0 3185 0 3185 1679 0 0 0 1679 0 1506 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A JAMES M BEARDSLEY 7168823488 83 BRYANT STREET APT 9D BUFFALO NY 14209 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES M BEARDSLEY 83 BRYANT STREET APT 9D BUFFALO NY 14209 TRUSTEE 1.00 5240 0 0 KELLY A LEEK 61 MAPLE DRIVE ORCHARD PARK NY 14127 TRUSTEE 1.00 5239 0 0 NONE 0 NONE 0 0 2169031 112876 0 2281907 0 0 2281907 34229 2247678 112384 112384 3185 3185 109199 0 109199 0 109199 189776 0 189776 109199 0 0 135861 106759 144865 115584 51858 554927 189776 0 0 0 109199 80577 0 0 635504 0 0 0 0 0 0 135861 499643 106759 144865 115584 51858 80577 THE VINCENT AND HARRIET PALISANO FO PO BOX 1133 BUFFALO NY 14205 7168823488 NO SPECIFIC FORMAT NONE CONTRIBUTIONS TO WESTERN NEW YORK EDUCATIONAL INSTITUTIONS FOR SCHOLARSHIPS, EQUIPMENT AND OTHER PURPOSES/GRANTS FOR MEDICAL RESEARCH/GRANTS FOR LIBRARY SUPPORT. ARCHBISHOP WALSH ACADEMY 208 NORTH 24TH STREET OLEAN NY 14760 N/A PC SCHOLARSHIP 3750 BISHOP TIMON - ST JUDE HIGH SCHOOL 601 MCKINLEY PARKWAY BUFFALO NY 14220 N/A PC SCHOLARSHIP 3750 BISON FUND PO BOX 1134 BUFFALO NY 14205 N/A PC SCHOLARSHIPS 10000 BUFFALO ACADEMY OF THE SACRED HEART 3860 MAIN STREET AMHERST NY 14226 N/A PC SCHOLARSHIP 3750 BUFFALO PHILHARMONIC 499 FRANKLIN STREET BUFFALO NY 14202 N/A PC EDUCATIONAL PROGRAM 20000 CANISIUS UNIVERSITY 2001 MAIN STREET BUFFALO NY 14208 N/A PC SCHOLARSHIP 5000 CANISIUS HIGH SCHOOL 1180 DELAWARE AVENUE BUFFALO NY 14209 N/A PC SCHOLARSHIP 3750 CARDINAL O'HARA HIGH SCHOOL 39 OHARA ROAD TONAWANDA NY 14150 N/A PC SCHOLARSHIP 3750 DAEMEN UNIVERSITY 4380 MAIN STREET AMHERST NY 14226 N/A PC SCHOLARSHIP 3000 D'YOUVILLE UNIVERSITY 320 PORTER AVENUE BUFFALO NY 14201 N/A PC SCHOLARSHIP 4500 HILBERT COLLEGE S5200 SOUTH PARK AVENUE HAMBURG NY 14075 N/A PC SCHOLARSHIP 4500 MOUNT MERCY ACADEMY 88 RED JACKET PARKWAY BUFFALO NY 14220 N/A PC SCHOLARSHIP 7500 MOUNT ST MARY'S ACADEMY 3757 DELAWARE AVENUE KENMORE NY 14217 N/A PC SCHOLARSHIP 3750 NARDIN ACADEMY 135 CLEVELAND AVENUE BUFFALO NY 14222 N/A PC SCHOLARSHIP 3750 NIAGARA UNIVERSITY 5795 LEWISTON ROAD LEWISTON NY 14109 N/A PC SCHOLARSHIP 4500 NIAGARA UNIVERSITY 5795 LEWISTON ROAD LEWISTON NY 14109 N/A PC LANGUAGE PROGRAM 12000 NICHOLS SCHOOL 1350 AHMERST STREET BUFFALO NY 14214 N/A PC SCHOLARSHIP 3750 NOTRE DAME HIGH SCHOOL 73 UNION STREET BATAVIA NY 14020 N/A PC SCHOLARSHIP 3750 ROSWELL PARK ALLIANCE FOUNDATION ELM CARLTON STREETS BUFFALO NY 14263 N/A PC CANCER RESEARCH 44000 SAINT FRANCIS HIGH SCHOOL 4129 LAKE SHORE ROAD HAMBURG NY 14075 N/A PC SCHOLARSHIP 3750 ST JOSEPH'S COLLEGIATE INSTITUTE 845 KENMORE AVENUE KENMORE NY 14223 N/A PC SCHOLARSHIP 3750 TROCAIRE COLLEGE 360 CHOATE AVENUE BUFFALO NY 14220 N/A PC SCHOLARSHIP 5000 VILLA MARIA COLLEGE 240 PINE RIDGE ROAD CHEEKTOWAGA NY 14225 N/A PC SCHOLARSHIP 4000 KLEINHANS MUSIC HALL ONE SYMPHONY CIRCLE BUFFALO NY 14201 N/A PC RESTORATION 10000 175250 0 14 14296 14 43530 18 191345 0 249171 0 249171 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5300 2120 3180 SANFORD C. BERNSTEIN & CO., LLC - DETAIL PROVIDED UPON REQUEST 569303 496070 UBS FINANCIAL SERVICES INC. - DETAIL PROVIDED UPON REQUEST 384649 625833 SANFORD C. BERNSTEIN & CO., LLC -MUTUAL FUNDS - DETAIL PROVIDED UPON REQUEST AT COST 566534 723919 UBS FINANCIAL SERVICES-CERTIFICATES OF DEPOSIT- DETAIL PROVIDED UPON REQUEST AT COST 300000 299330 LEGAL FEES 1200 0 1200 OFFICE EXPENSE 465 0 465 INVESTMENT FEES 16477 16477 0 NYS ANNUAL FEE 250 0 250 FOREIGN TAXES 409 409 0 FEDERAL TAXES 383 0 0