2024-11-14T17:03:32-05:00 2023-12-31 270302076 BURDICK & PEARSON CPA'S PLLC 168 WEST FIRST STREET OSWEGO NY 13126 990PF 2023-01-01 161314643 TARANDI FOUNDATION TARA 6463257701 2992 STATE ROUTE 48 OSWEGO NY 13126 NEELESH R SHAH TRUSTEE 6463257701 2024-11-10 false ARTHUR F PEARSON CPA P00747903 3153439101 2024-11-14 2023 2024-10-15 13:58:12Z X 2160162 X X 644 644 644 47032 47032 47032 3484 4172 3552 972 972 52132 51228 48648 950 950 950 2155 1361 1361 794 461 211 211 250 3566 2522 2522 1044 79359 79359 82925 2522 2522 80403 -30793 48706 46126 212837 139365 139365 1143125 1127154 1950851 39389 39389 69946 1395351 1305908 2160162 0 X 1395351 1305908 1395351 1305908 1395351 1305908 1395351 -30793 23100 1387658 81750 1305908 3552 677 677 677 800 800 X 16 107 107 false false false false false false false true true NY true true false false false true N/A NEELESH R SHAH 6463257701 2992 STATE ROUTE 48 OSWEGO NY 13126 false false false false false false false false false false false false false false false false false false false false NEELESH R SHAH 2992 STATE ROUTE 48 OSWEGO NY 13126 TRUSTEE 2.00 0 0 0 MONICA R SHAH 1441 MAYHURST BLVD MCLEAN VA 22102 TRUSTEE 1.00 0 0 0 NONE NONE BROWN UNIVERSITY 68109 HANNIBAL AND CATO-MERIDIAN SCHOOL DISTRICTS (2,000 EACH) 4000 FULTON ROTARY CLUB 2000 SANDY CREEK CENTRAL SCHOOL DISTRICT SCHOLARSHIPS 2000 N/A 1973484 176101 0 2149585 2149585 32244 2117341 105867 X 80403 80403 80403 80403 80403 X 46126 44976 42202 40410 173714 39207 38230 35872 34349 147658 80403 59986 71012 82801 294202 80403 59986 71012 82801 294202 70578 66227 64331 57421 258557 NEELESH R SHAH MONICA SHAH NEELESH R SHAH 2992 STATE ROUTE 48 OSWEGO NY 13126 2122530545 NO FORMS OR MATERIALS SPECIFIED NONE NONE BROWN UNIVERSITY 71 GEORGE STREET PROVIDENCE RI 02912 PUBLIC EDUCATION SUPPORT 51421 BROWN UNIVERSITY 71 GEORGE STREET PROVIDENCE RI 02912 PUBLIC EDUCATION SUPPORT 16688 FULTON SUNRISE ROTARY CLUB PO BOX 103 FULTON NY 13069 PUBLIC SCHOLARSHIPS 2000 ROTARY CLUB OF OSWEGO INC PO BOX 3133 OSWEGO NY 13126 PUBLIC SCHOLARSHIPS 1000 CATO MERIDIAN CENTRAL SCHOOL 2851 STATE ROUTE 370 CATO NY 13033 PUBLIC SCHOLARSHIPS 2000 MEXICO CENTRAL SCHOOL DISTRICT 16 FRAVOR ROAD MEXICO NY 13114 PUBLIC SCHOLARSHIPS 750 HANNIBAL CENTRAL SCHOOL DISTRICT 928 CAYUGA STREET HANNIBAL NY 13074 PUBLIC SCHOLARSHIPS 2000 SANDY CREEK CENTRAL SCHOOL DISTRICT 124 SALISBURY STREET SANDY CREEK NY 13145 PUBLIC SCHOLARSHIPS 2000 MANLIUS PEBBLE HILL SCHOOL 5300 JAMESVILLE ROAD SYRACUSE NY 13214 PUBLIC SCHOLARSHIPS 1000 CINCINNATUS SCHOOL DISTRICT 2809 CINCINNATUS ROAD CINCINNATUS NY 13040 PUBLIC SCHOLARSHIPS 500 79359 644 14 47032 14 3552 -68 MISCELLANEOUS INCOME 972 50584 1548 52132 false false false false false false false false false false ACCOUNTING FEES 950 950 950 350 ALTABA INC 2011-07 PURCHASE 2023-01 238 238 350 ALTABA INC 2011-07 PURCHASE 2023-02 336 336 GE HEALTH TECHNOLOGIES 1998-08 PURCHASE 2023-01 46 114 -68 567.7628 SH CARDINAL HEALTH 12312 57230 100 SH CITIGROUP 19625 5144 862.8666 SH GENERAL ELECTRIC 235787 110128 1500.567 SH INTEL 53477 75404 1477.909 SH IBM 174290 241712 1675 SH MICROSOFT 99320 629867 2224.7794 NESTLE CO 176012 263033 4901.003 SH SOUTHERN CO 186808 343658 530 SH P & G 12467 77666 898 SH EXXON MOBIL 64007 89782 25.366 SH SMUCKERS 2718 3180 500 SH NOVARTIS 241 SH WB DISCOVERY 5779 2742 1548 SH HANESBRANDS INC 19396 6904 750 SHARES ALTABA INC 1000 SHRS AT&T 18541 16780 265 SHRS KYNDRYL 4486 5507 286 GE HEALTHCARE 42129 22114 COLUMBIA LARGE CAP INDEX FUND AT COST 9207 23748 COLUMBIA SMALL CAP INDEX FUND AT COST 30182 46198 TRANSFER TO SHAH/OH FAMILY FOUNDATION 81750 EXPENSES NYS EPTL FILING FEE 250 250 EMA ANNUAL FEE 150 150 150 BANK FEES 61 61 61 MISCELLANEOUS INCOME 972 972 FMV > BOOK DONATION OF NOVARTIS 9000 FMV > BOOK DONATION OF MICROSOFT 14100 FEDERAL EXCISE TAX 794 794 FOREIGN TAX 1361 1361 1361