2025-09-26T10:42:20-07:00 2024-12-31 141595419 Timothy J Sweeney CPA 5075 State Route 10 Cobleskill NY 12043 990PF 2024-01-01 223211041 DEAN M GRAHAM FOUNDATION DEAN 5182347516 C/O SWEENEY 5075 STATE RT 10 COBLESKILL NY 120437301 TIMOTHY J SWEENEY TRUSTEE 5182347516 2025-09-26 true TIMOTHY SWEENEY P00152415 5182347516 2025-09-26 X 2024 2025-03-06 01:10:19Z X 787655 X 20001 492 492 23101 18915 32477 57815 39880 0 221 221 76292 59508 3114 445 0 1700 340 0 0 85 0 758 0 0 5430 4155 11087 4940 0 0 31250 31250 42337 4940 0 31250 33955 54568 0 14013 56226 56226 20000 21016 21016 0 0 442 442 84880 54982 54982 377592 397378 654989 0 0 0 0 0 0 496485 530044 787655 0 0 0 0 0 X 496485 530044 496485 530044 496485 530044 496485 33955 530440 396 530044 PUBLICITY TRADED WELLS FARGO 1099 10ITEMS P 2002-11-28 2024-11-14 32839 0 16029 16810 0 0 0 16810 VANGUARD GROWTH 15 SHARES WELLS FARGO D 2008-12-18 2024-11-14 6108 0 338 5770 0 0 0 5770 VANGUARD VALUE 30 SHARES WELLS FARGO D 2008-12-19 2024-05-07 4786 0 1228 3558 0 0 0 3558 JOHNSON CONTROL 40 SHARES WELLS FARGO D 2002-11-28 2024-11-14 3400 0 15 3385 0 0 0 3385 TE CONN.32 SHARES WELLS FARGO D 2002-11-28 2024-11-14 4627 0 10 4617 0 0 0 4617 TE CONN LTD 40 SHARES WELLS FARGO D 2002-11-28 2024-05-07 5753 0 13 5740 0 0 0 5740 39880 758 0 758 0 758 1200 1200 -1200 442 0 442 false false false 0 0 0 false false false false true true NY true false false false false true NONE TIMOTHY J SWEENEY 5182347516 5075 STATE ROUTE 10 COBLESKILL NY 120437301 false false false false true false false false X false false false false false false false false false true false X false false false false TIMOTHY J SWEENEY CPA 5075 STATE RT 10 COBLESKILL NY 12043 TRUSTEE 7.00 3925 0 314 GERALDINE F SWEENEY 5075 STATE ROUTE 10 COBLESKILL NY 12043 TRUSTEE 1.00 575 0 0 NONE 0 NONE 0 GIFTS TO 3 LOCAL SCHOOL DISTRICTS 2400 GIFTS TO 3 UNIVERSITIES 11000 GIFTS TO 9 NATIONAL MEDICAL RESEARCH ORGANIZATIONS 7850 GIFTS TO 6 SCIENCE/EDUCATIONAL MUSEUMS $6,250 GIFTS FOR DISASTER RELIEF $4,000 10250 NONE 0 0 743489 17363 0 760852 0 0 760852 11413 749439 37472 37472 758 0 758 36714 0 36714 36714 31250 0 0 0 0 31250 36714 30924 2022 2021 2000 0 0 0 0 0 0 0 31250 30924 0 0 326 0 0 0 0 0 0 0 0 36388 0 0 0 0 0 0 0 NONE NONE TIMOTHY J SWEENEY 5075 STATE ROUTE 10 COBLESKILL NY 12043 5182347516 NO STANDARD APPLICATION NONE CONDUCT,PROMOTE,DEVELOPE,SUPPORT SCIENCE ACCRF PO BOX 442 NEEDHAM MA 02494 501C3 RESEARCH 2000 BE THE MATCH FOUNDATION N FIFTH ST MINNEAPOLIS MN 55401 501C3 RESEARCH 1000 AMERICAN HEART ASSOC PO BOX 78851 PHOENIX AZ 85062 501C3 RESEARCH 500 AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 501C3 DISASTER RELIEF 4000 ALZHEIMER ASSOC 225 NORTH MICHIGAN AVE CHICAGO IL 60601 501C3 RESEARCH 700 ALS ASSOCIATION 1275 K STREET WASHINGTON DC 20005 501C3 RESEARCH 300 COBLESKILL-RICHMONDVILLE 155 WASHINGTON AVE COBLESKILL NY 12043 PUBLIC EDUCATIONAL 1000 BOYS TOWN RESEARCH HOSP 14100 CRAWFORD ST BOYS TOWN NE 68010 501C3 RESEARCH 2000 MiSci NOTT TERRACE HEIGHTS SCHENECTADY NY 12308 501C3 EDUCATIONAL 2000 CATSKILL CENTER 43355 STATE ROUTE 28 ARKVILLE NY 12406 501C3 ENVIROMENTALEDUCATION 1000 FRIENDS OF FIVE RIVERS 56 GAME FARM ROAD DELMAR NY 12054 501C3 ENVIROMENTALEDUCATION 750 SOUTH KORTRIGHT SCHOOL PO BOX 113 SOUTH KORTRIGHT NY 13842 PUBLIC SCIENCE PROG. 650 STATE UNIVERSITY NY 308 NETZER BLDG ONEONTA NY 13820 PUBLIC SCIENCE PROG 3000 SUNY COBLESKILL STATE ROUTE 7 COBLESKILL NY 12043 PUBLIC SCHOLARSHIPS 2500 HARTWICK COLLEGE PO BOX 4020 ONEONTA NY 13820 PUBLIC RESEARCH 5500 JEFFERSON CENTRAL SCHOOL STATE ROUTE 10 JEFFERSON NY 12093 PUBLIC SCIENCE PROG. 750 NATL BASEBALL HOF MUSEUM 25 MAIN STREET COOPERSTOWN NY 13326 501C3 EDUCATION 500 NATL FOUNDATION CANCER 4600 EAST WEST HIGHWAY BETHESDA MD 20814 501C3 RESEARCH 900 OLD STONE FORT MUSEUM 145 FORT ROAD SCHOHARIE NY 12157 PUBLIC EDUCATION 1000 MACULAR DEGENERATION 22512 GATEWAY CENTER CLARKSBURG MD 20871 501C3 RESEARCH 200 MAHOOSUC LAND TRUST 162 NORTH RD BETHEL MA 04217 501C3 CONSERVATION 1000 0 31250 14 492 14 23101 18 13 18 32477 SECURITIES LITIGATION 18 208 56291 56291 false false false false false false false false false false X X 1 VICTORIA D GRAHAM 21 SUNCREAT TERRACE ONEONTA NY 13820 20001 X SWEENEY CPA TAX PREP 1700 340 0 0 BLACKSTONE GROUP 10 SHARES 2020-11 Purchased 2024-11 1822 510 Cost 1312 CVS HEALTH 45 SHARES 2019-09 Purchased 2024-11 2466 2899 Cost -433 CVS 30 SHARES 2020-03 Purchased 2024-11 1644 1762 -118 CONSTELLATION 20 SHARES 2011-06 Purchased 2024-11 4560 748 Cost 3812 EMERSON ELECT.25 SHARES 2017-05 Purchased 2024-11 3235 1475 Cost 1760 JP MORGAN 15 SHARES 2018-08 Purchased 2024-11 3633 1738 Cost 1895 NBT 25 SHARES 2011-06 Purchased 2024-11 1237 529 Cost 708 NBT 60 SHARES 2012-05 Purchased 2024-11 2969 1219 Cost 1750 MEDTRONIC 35 SHARES 2015-01 Purchased 2024-11 3030 2649 Cost 381 CONOCOPHILLIPS 20 SHARES 2013-01 Purchased 2024-11 2231 1176 Cost 1055 AMER ELECT POWER 20 SHARES 2009-06 Purchased 2024-11 1887 533 1354 BRISTOL MYERS 70 SHARES 2009-06 Purchased 2024-11 4124 1342 Cost 2782 VANGUARD GROWTH 15 SHARES 2008-12 Donated 2024-11 6108 364 FMV 5744 VANGUARD VALUE 30 SHARES 2008-12 Donated 2024-05 4786 3197 FMV 1589 JOHNSON CTLS INTL 40 SHARES 2002-11 Donated 2024-11 3400 1579 FMV 1821 TE CONN PLC.32 SHARES 2002-11 Donated 2024-11 4930 1608 FMV 3322 TE CONN. LTD 40 SHARES 2002-11 Donated 2024-05 5753 2010 FMV 3743 AMER.ELECT.POWER 255 SHARES 7443 23519 ANNALY CAPITAL 275 SHARES 15244 5033 BLACKSTONE 130 SHARES 7181 22415 BRISTOL MYERS 130 SHARES 3188 7353 CLOROX COMP. 75 SHARES 5033 12181 CONOCO PHILLIPS 160 SHARES 9572 15867 CONSTELLATION 80 SHARES 2864 17897 CVS HEALTH 145 SHARES 9346 6509 DUKE ENERGY 110 SHARES 5447 11851 EMERSON ELECT. 140 SHARES 8809 17350 EXELON CORP 300 SHARES 8575 11292 INVESTCO TRUST ETF PFD 2400 SHARES 30960 27672 ISHARES ETF 28725 22951 JOHNSON CONTROLS 350 SHARES 13814 27626 JOHNSON+JOHNSON 110 SHARES 7128 15908 JP MORGAN 100 SHARES 11753 23971 MEDTRONIC 250 SHARES 19238 19970 MET LIFE 260 SHARES 10100 21289 NBT 190 SHARES 3859 9074 NVENT ELECT 159 SHARES 3386 10837 PENTAIR 259 SHARES 4208 26066 PEPSICO 90 SHARES 5949 13685 PROCTOR GAMBLE 140 SHARES 9076 23471 REALTY INCOME 250 SHARES 10026 13352 STAG 300 SHARES 5960 10146 TE CONN.PLC 575 SHARES 42006 82208 VANGUARD GROWTH 185 SHARES 48116 75931 VANGUARD VALUE 330 SHARES 31971 50790 VERIZON 500 SHARES 21012 19995 WELLS FARGO 125 SHARES 7389 8780 54982 54982 TO RECONCILE 396 BANK FEES 0 0 INVESTMENT ADVISOR 4468 4155 LIBRARY 524 0 NYS FEE 100 0 POSTAGE 66 0 TRAVEL 0 0 SUBSCIPTIONS 67 0 MISC. 205 0 CAP/GAIN DIST. 13 13 SEC.1250 0 0 W.F.LITIGATION 208 208 TINER IT 85 FEDERAL EXCISE 758 0