2024-12-02T10:50:42-06:00 2024-06-30 410746749 CLIFTONLARSONALLEN 29 SOUTH MAIN STREET 4TH FLOOR WEST HARTFORD CT 06107 990PF 2023-07-01 461612917 KEELER MOTOR CAR COMPANY CHARITABLE FOUNDATION KEEL 5187857823 PO BOX 11002 LOUDONVILLE NY 12211 ALEXANDER KEELER TRUSTEE 5187857823 2024-11-21 1 0 RICHARD PARMELEE P00740555 8605614000 2024-11-21 2023 2024-10-15 13:58:12Z X 5010771 X 853 X 78646 78646 -74338 700927 0 5161 78646 0 0 0 4321 2161 2160 1390 537 0 25485 25485 0 31196 28183 2160 79750 79750 110946 28183 81910 -105785 50463 82002 100963 100963 208328 208328 0 99730 99957 3144910 2836400 4159079 627683 505158 442444 3854595 3750579 5010771 0 0 X 0 0 0 0 3854595 3750579 3854595 3750579 3854595 3750579 3854595 -105785 2500 3751310 731 3750579 PUBLICLY TRADED SECURITIES P 698656 775265 -76609 -76609 CAPITAL GAINS DIVIDENDS P 2271 2271 2271 -74338 701 0 701 0 701 600 0 0 0 600 0 101 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A ALEXANDER KEELER 5187857823 PO BOX 11002 LOUDONVILLE NY 12211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ALEXANDER KEELER PO BOX 11002 LOUDONVILLE NY 12211 TRUSTEE 2.50 0 0 0 NONE 0 NONE 0 0 4361924 112370 0 4474294 0 0 4474294 67114 4407180 220359 220359 701 701 219658 0 219658 0 219658 81910 0 81910 219658 0 0 198274 351968 165967 32654 52277 801140 81910 0 0 0 81910 0 137748 137748 663392 0 0 0 0 0 0 60526 602866 351968 165967 32654 52277 X ALEXANDER KEELER PO BOX 11002 LOUDONVILLE NY 12211 5187857823 N/A N/A N/A ADIRONDACK LAND TRUST INC PO BOX 130 2861 NYS ROUTE 73 KEENE NY 129429900 PC THE MISSION IS TO FOREVER CONSERVE THE FORESTS, FARMLANDS, WATERS AND WILD PLACES THAT ADVANCE THE QUALITY OF LIFE OF OUR COMMUNITIES AND THE ECOLOGICAL INTEGRITY OF THE ADIRONDACKS 1000 ALZHEIMER'S ASSOCIATION NORTHEASTERN NEW YORK CHAPTER PO BOX 96011 WASHINGTON DC 200906011 PC TO ELIMINATE ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH; TO PROVIDE AND ENHANCE CARE AND SUPPORT FOR ALL AFFECTED; AND TO REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION FO BRAIN HEALTH. 2000 AMERICAN LUNG ASSOCIATION IN NEW YORK PO BOX 70350 PHILADELPHIA PA 191760350 PC THE AMERICAN LUNG ASSOCIATION'S MISSION IS TO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE. 1000 ARTS CENTER AND THEATER OF SCHENECTADY INC DBA PROCTORS COLLABORATIVE 432 STATE STREET SCHENECTADY NY 123052393 PC THROUGH ARTS AND COMMUNITY LEADERSHIP PROCTORS WILL BE A CATALYST FOR EXCELLENCE IN EDUCATION, SUSTAINED ECONOMIC DEVELOPMENT, AND CIVIC ENGAGEMENT TO ENHANCE THE QUALITY OF LIFE IN THE CAPITAL REGION 5000 BETHESDA EPISCOPAL CHURCH 26 WASHINGTON STREET SARATOGA SPRINGS NY 12866 PC SUPPORTING THE EPISCOPAL CHURCH PARISH AND LOCAL ORGANIZATIONS TO BRING CARE AND RELIEF TO THOSE IN NEED IN SARATOGA SPRINGS 1000 CLEVELAND CLINIC INDIAN RIVER FOUNDATION 1000 37TH PLACE SUITE 101 VERO BEACH FL 32960 PC HOSPITAL OFFERS PREVENTIVE, PRIMARY, ACUTE HOSPITAL CARE AND A BROAD ARRAY OF SPECIALTY SERVICES. WE WORK WITH COMMUNITY-BASED PHYSICIANS TO CARE FOR AREA RESIDENTS AND COLLABORATE WITH OUR CLEVELAND CLINIC COLLEAGUES ACROSS SOUTHEAST FLORIDA AND OHIO TO ENSURE ACCESS TO THE MOST ADVANCED LEVELS OF MEDICINE AND INNOVATIVE CARE. 10000 COLGATE UNIVERSITY PO BOX 313 CANAJOHARIE NY 133170313 PC $5,000 DESIGNATED FOR THE BENTON CENTER FOR CREATIVITY AND INNOVATION FOR THE FILM AND MEDIA STUDIES SEMINAR ROOM IN HONOR OF GAR SIMMONS '65 AND $5,000 TO THE CLASS OF 1965 60TH REUNION FUND 10000 GREENS FARMS ACADEMY 35 BEACHSIDE AVENUE WESTPORT CT 06880 PC 2024 GIVING DAY FUND 5000 LAKE GEORGE LAND CONSERVANCY INC 4905 LAKE SHORE DRIVE PO BOX 1250 BOLTON LANDING NY 12814 PC LAND TRUST DEDICATED TO WORKING WITH WILLING LANDOWNERS AND OTHER PARTNERS TO PROTECT THE WORLD-RENOWNED WATER QUALITY OF LAKE GEORGE AND TO PERMANENTLY PRESERVE THE NATURAL, SCENIC, HISTORIC AND RECREATIONAL RESOURCES OF THE LAKE GEORGE REGION. 2500 MAX & THERESE CADET DENTAL FUND INC 549 WEST 123RD STREET APT 8F NEW YORK NY 10027 PC THE CORPORATION MAKES DONATIONS TO FOUNDATION MAX CADET (FMC), A HAITI NON-PROFIT FOUNDATION WHICH OPERATES DENTAL CLINICS IN HAITI. THE CORPORATION COLLECTS CASH DONATIONS, DENTAL EQUIPMENT, SUPPLIES AND OTHER MATERIALS FOR SHIPMENT TO HAITI TO BE USED BY THE CLINIC OVER THERE. 5000 MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 217415028 PC MISSION IS TO LEAD IN THE PREVENTION, DIAGNOSIS, TREATMENT, AND CURE OF CANCER AND ASSOCIATED DISEASES THROUGH PROGRAMS OF EXCELLENCE IN RESEARCH, EDUCATION, AND OUTREACH, AND COST-EFFECTIVE PATIENT CARE. 2500 MILLBROOK SCHOOL 131 MILLBROOK SCHOOL ROAD MILLBROOK NY 12545 PC MILLBROOK SCHOOL'S ANNUAL FUND 5000 NATIONAL FOUNDATION FOR CANCER RESEARCH PO BOX 96024 WASHINGTON DC 200906024 PC TO SUPPORT CANCER RESEARCH AND PUBLIC EDUCATION RELATING TO PREVENTION, EARLY DIAGNOSIS, BETTER TREATMENTS AND, ULTIMATELY, A CURE FOR CANCER. 1000 PLANNED PARENTHOOD OF GREATER NY 26 BLEECKER STREET NEW YORK NY 10012 PC WINTER PARTY 5000 PROTECT THE ADIRONDACKS INC PO BOX 48 NORTH CREEK NY 12853 PC A GRASSROOTS, MEMBERSHIP ORGANIZATION DEDICATED TO THE PROTECTION, STEWARDSHIP AND SUSTAINABILITY OF THE NATURAL ENVIRONMENT AND HUMAN COMMUNITIES OF THE ADIRONDACK PARK AND THE NEW YORK STATE FOREST PRESERVE FOR CURRENT AND FUTURE GENERATIONS. 1000 SARATOGA PERFORMING ARTS CENTER 108 AVENUE OF THE PINES SARATOGA SPRINGS NY 12866 PC ANNUAL MEMBERSHIP 2250 SARATOGA PLAN 112 SPRING STREET UNIT 202 SARATOGA SPRINGS NY 12866 PC TO PRESERVE THE RURAL CHARACTER, NATURAL HABITATS AND SCENIC BEAUTY OF THE SARATOGA COUNTY REGION SO THESE IRREPLACEABLE ASSETS ARE ACCESSIBLE TO ALL AND SURVIVE FOR FUTURE GENERATIONS. 5000 SARATOGA SHAKESPEARE COMPANY PO BOX 5059 SARATOGA SPRINGS NY 12866 PC TO ENRICH THE SUMMER CULTURAL LIFE FOR THE RESIDENTS AND VISITORS OF NEW YORK'S CAPITAL REGION THROUGH THE PRESENTATION OF FREE, ACCESSIBLE, PROFESSIONAL SHAKESPEARE PRODUCTIONS. 2500 THE COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION INC TWO TOWER PLACE EXECUTIVE PARK ALBANY NY 12203 PC PROVIDES LEADERSHIP AND SUPPORT FOR SOME OF THE CAPITAL REGION'S MOST IMPORTANT HUMAN SERVICE, EDUCATION, ARTS/CULTURE, COMMUNITY IMPROVEMENT AND HOUSING/SHELTER INITIATIVES 10000 THE GIVING CIRCLE INC PO BOX 3162 SARATOGA SPRINGS NY 12866 PC THE GIVING CIRCLE, INC. CELEBRATES COMMUNITY AND THE CONCEPT OF ONE PERSON, ONE COMMUNITY REACHING OUT TO ANOTHER IN A CYCLE OF GIVING. THROUGH OUR INTERCONNECTEDNESS, INTERDEPENDENCE, AND THE EXPANDED POWER AND POSSIBILITY CREATED BY OUR LOVE, SUPPORT, COMPASSION, AND COOPERATION, WE WILL MAKE A DIFFERENCE IN THE QUALITY OF PEOPLE'S LIVES. 2000 WHOLE FAMILY HEALTH CENTER 827 18TH STREET SUITE 101 VERO BEACH FL 32960 PC FUNDING FOR THE PIERONE RESEARCH INSTITUTE 1000 79750 0 14 78646 18 -74338 0 4308 0 4308 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4321 2161 2160 FRANKLIN INVESTMENT GRADE CORPORATE ETF 115034 96367 FRANKLIN US GOVERNMENT SECURITIES FUND 111553 96597 ISHARES 3-7 YEAR TREASURY BOND ETF 155212 140296 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 123359 109184 ABBOTT LABORATORIES 50673 54033 ALPHABET INC. CLASS C 143490 231109 AMAZON.COM INC. 135777 168128 AMETEK INC NEW 18675 25007 APPLE INC. 169617 238001 ARES MANAGEMENT CORP. CL. A 25236 63974 ARTHUR J. GALLAGHER & CO. 28597 32414 ASTRAZENECA PLC SPONS. ADR 29920 46404 BLACKROCK INC. 56316 68497 BROADCOM INC. 12384 24083 CHARLES SCHWAB CORP. 45576 55710 CHEVRON CORP. 70530 83685 CHURCH & DWIGHT CO. INC. 9883 18144 CONOCOPHILLIPS 61220 92648 CONSTELLATION BRANDS INC. CL. A 35786 39878 COSTCO WHOLESALE CORP. 39464 90099 DANAHER CORP. 68120 63212 DEERE & CO. 27571 29143 DODGE & COX INTERNATIONAL STOCK FUND 102598 111595 EATON CORP. PLC 63345 119149 EATON VANCE ATLANTA CAP SMID - CAP FUND 82469 93908 ECOLAB INC. 46639 60214 ELI LILLY & CO. 46619 182887 EQUINIX INC. 30093 30264 HONEYWELL INTERNATIONAL INC. 47626 53385 IQVIA HOLDINGS INC. 31103 33196 ISHARES CORE S&P SMALL-CAP ETF 84409 91194 JPMORGAN CHASE & CO. 77738 110232 LAM RESEARCH CORP. 34580 74540 LOWES COS. INC. 25549 35053 MASTERCARD INC. 45992 76321 MATTHEWS PACIFIC TIGER FUND 43830 45277 MCDONALDS CORP. 51719 54791 MICROCHIP TECHNOLOGY INC. 38560 62678 MICROSOFT CORP. 195872 327167 MORGAN STANLEY 45409 53746 NEXTERA ENERGY INC. 69625 64720 NVIDIA CORP. 52398 280436 O'REILLY AUTOMOTIVE INC. 17862 28514 PEPSICO INC. 34475 38594 PROCTER & GAMBLE CO. 33856 37932 REGENERON PHARMACEUTICALS INC. 24842 53603 SALESFORCE.COM INC. 40254 48849 SERVICENOW INC. 53826 73947 STRYKER CORP. 29623 42531 TEXAS INSTRUMENTS INC. 29661 35988 TJX COS INC. 19435 40627 UNION PACIFIC CORP. 20565 29640 UNITEDHEALTH GROUP INC. 63902 78426 WALMART INC. 45146 63783 ZOETIS INC 32352 34672 LINDE PLC 29117 28523 META PLATFORMS, INC. 15192 25211 NORTHROP GRUMMAN CORP. 32946 32696 REPUBLIC SERVICES INC. 36571 43727 SYNOPSYS INC. 31767 36894 99730 99957 0 0 RETURN OF CAPITAL 731 BROKER/INVESTMENT FEES 25467 25467 0 MISC. FEES 18 18 0 U.S. TREASURY TAX REFUND 2500 FOREIGN TAXES 537 537 0 EXCISE TAXES 853 0 0