2024-04-29T08:45:32-05:00 2023-12-31 141569720 KIRSHON & COMPANY PC PO BOX 1999 22 IBM ROAD STE 210 POUGHKEEPSIE NY 12601 990PF 2023-01-01 816916111 CLARENCE JOHN MARONA AND AGNES WALSH MARONA CHARITABLE FOUNDATION CLAR 8452400775 KIRSHON CO PC PO BOX 1999 POUGHKEEPSIE NY 12601 ZACHARY M HAMPTON CO-TRUSTEE 8452400775 2024-04-23 1 ZACHARY HAMPTON 999009999 1 ANN E KUMMER EA CPA P00281980 8454731811 2024-04-22 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1433321 X X 908 908 29959 29959 40174 386647 40174 71041 71041 0 0 0 2550 1275 1275 13217 13217 0 854 69 0 287 0 287 16908 14561 1562 66508 66508 83416 14561 68070 -12375 56480 39520 71304 71304 808126 711990 1000937 323705 376326 360706 977 374 374 1172328 1159994 1433321 0 41 0 41 X 0 0 0 0 1172328 1159953 1172328 1159953 1172328 1159994 1172328 -12375 0 1159953 0 1159953 50000 SHS CHARLES SCHWAB 2.65% 01/25/23 2018-01-17 2023-01-25 50000 50000 0 0 7 SHS BROADCOM INC 2020-08-19 2023-02-10 4142 2310 1832 1832 655 SHS SSGA ACTIVE ETF TR 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2023-11-16 3008 2320 688 688 25 SHS ALPHABET INC CAP CL A 2020-08-19 2023-11-16 3408 1942 1466 1466 40 SHS AMAZON.COM 2020-08-19 2023-11-16 5707 6560 -853 -853 15 SHS APPLE 2018-02-07 2023-11-16 2834 604 2230 2230 5 SHS BERKSHIRE HATHAWAY CL B 2019-09-19 2023-11-16 1793 1037 756 756 1 SHS BOOKING HOLDINGS 2020-08-19 2023-11-16 3143 1787 1356 1356 2 SHS BROADCOM 2020-08-19 2023-11-16 1906 660 1246 1246 5 SHS CHUBB LTD 2020-08-19 2023-11-16 1109 624 485 485 10 SHS CISCO SYSTEMS 2017-01-20 2023-11-16 469 301 168 168 50 SHS CISCO SYSTEMS 2017-07-10 2023-11-16 2345 1552 793 793 2 SHS COSTCO WHOLESALE 2020-08-19 2023-11-16 1163 682 481 481 5 SHS EATON CORP PLC 2020-08-19 2023-11-16 1133 505 628 628 8 SHS ECOLAB 2020-08-19 2023-11-16 1478 1557 -79 -79 3 SHS MCDONALDS 2020-08-19 2023-11-16 821 628 193 193 8 SHS META PLATFORMS COM 2020-08-19 2023-11-16 2634 2109 525 525 30 SHS MICROSOFT 2017-07-10 2023-11-16 11217 2104 9113 9113 15 SHS NVIDIA 2022-05-12 2023-11-16 7336 2387 4949 4949 20 SHS SALESFORCE 2020-08-19 2023-11-16 4400 4129 271 271 4 SHS TESLA 2021-10-27 2023-11-16 939 1404 -465 -465 5 SHS VISA 2020-08-19 2023-11-16 1239 1010 229 229 10 SHS WALMART 2020-08-19 2023-11-16 1567 1326 241 241 827 SHS SPDR SER TR ICE PFD SEC EFT 2023-11-30 27423 36026 -8603 -8603 1197 SHS SPDR S&P 600 SM CAP VALUE ETF 2023-11-30 88540 75343 13197 13197 825 SHS SCHWAB STRATEGIC INTERM TERM TREAS ETF 2023-03-30 2023-11-30 40193 40979 -786 -786 40174 785 0 785 0 785 744 0 0 0 744 0 41 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A KIRSHON COMPANY PC 8454731811 22 IBM ROAD STE 210 POUGHKEEPSIE NY 12601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DIANNE T WALSH HAMPTON 1 GROVE STREET RENSSELAER NY 12144 CO-TRUSTEE 0.00 0 0 0 RANDOLPH B PEET 25 STARCREST DRIVE SAND LAKE NY 12153 CO-TRUSTEE 0.00 0 0 0 ZACHARY M HAMPTON P O BOX 3591 TELLURIDE CO 81435 CO-TRUSTEE 0.00 0 0 0 LORI MIERISH 20 DEER VIEW LANE POUGHQUAG NY 12570 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 1277735 67575 0 1345310 0 0 1345310 20180 1325130 66257 66257 785 785 65472 0 65472 0 65472 68070 0 68070 65472 66508 0 0 68070 66508 0 0 1562 0 0 0 0 0 0 0 0 63910 0 0 0 X CARDINAL HAYES HOME FOR CHILDREN 60 ST JOSEPHS DR MILLBROOK NY 12545 N/A 501(C)(3) FOR GENERAL SUPPORT OF THE ORGANIZATION. 6508 MILLBROOK COMMUNITY PARTNERSHIP INC PO BOX 1087 MILLBROOK NY 12545 N/A 501(C)(3) TO SUPPORT THORNE BUILDING REPURPOSING PROJECT 30000 MILLBROOK LIBRARY 3 FRIENDLY LN MILLBROOK NY 12545 N/A 501(C)(3) TO BE A DYNAMIC LIFELONG LEARNING CENTER THAT PROVIDES FREE AND OPEN ACCESS TO IDEAS AND INFORMATION FOR OUR COMMUNITY. 20000 ST JOSEPH'S ROMAN CATHOLIC CHURCH 15 NORTH AVENUE MILLBROOK NY 12545 N/A 501(C)(3) FOR GENERAL SUPPORT OF THE ORGANIZATION. 2500 THE SISTERS OF THE RESURRECTION 35 BOLTWOOD AVENUE CASTLETON NY 12033 N/A 501(C)(3) TO SUPPORT THE MISSION OF THE ORGANIZATION 2500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 N/A 501(C)(3) TO SUPPORT THE MISSION OF THE ORGANIZATION 5000 66508 0 14 908 14 29959 18 40174 0 71041 0 71041 0 0 0 0 0 0 0 0 0 0 KIRSHON & COMPANY PC 2550 1275 1275 VANGUARD INTERMEDIATE-TERM BOND INDEX FD ETF 210078 196679 SCHWAB SHORT-TERM US TREASURY ETF 66164 66425 JPMORGAN CHASE 3.2% 06/15/26 49959 48264 WELLS FARGO 3.3% 09/09/24 50125 49338 ABBVIE 4474 6974 WALT DISNEY 10153 7133 MERCK & CO 6545 11883 META PLATFORMS COM 8435 11327 MICROSOFT 29193 57534 NORTHROP GRUMMAN 6774 9363 NVIDIA 4196 15847 PAYPAL HOLDINGS 18906 10071 PEPSICO 10249 12738 PNC FINANCIAL SVCS GRP 5891 8517 PROCTOR & GAMBLE 6799 7327 RTX CORP COM 6833 9255 SALESFORCE 11422 16841 STARBUCKS 6999 8641 TE CONNECTIVITY LTD 7346 10959 TESLA 17553 12424 THERMO FISHER SCIENTIFIC 12673 15924 UNION PACIFIC 9587 12281 UNITEDHEALTH GRP 10497 17374 VISA 12123 15621 WALMART 8680 10090 JPMORGAN CHASE 10938 18711 HONEYWELL INTERNATIONAL 10260 9856 MCDONALDS 6702 9488 FORTIVE 4649 5596 AMERIPRISE FINANCIAL 4109 9876 APPLE 13594 59877 BERKSHIRE HATHAWAY CL B 4978 8560 BOOKING HOLDINGS 10720 21283 HOME 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