2025-10-27T14:22:30-05:00 2024-12-31 141606619 Judith L Klingebiel CPA 73 Main Street Suite One Greenwich NY 12834 990PF 2024-01-01 141729561 Mary McClellan Foundation Inc MARY 5186922267 PO Box 90 Greenwich NY 12834 Kathleen Lacasse Chair 5186778819 2025-10-27 1 0 Judith L Klingebiel CPA P01379869 5186922267 2025-10-27 X 2024 2025-03-06 01:10:19Z X 3466447 X X 25140 25140 63727 63727 78268 537763 78268 127 127 167262 167262 2389 0 2389 480 0 0 2077 2077 0 389 0 19795 18263 1272 25130 20340 3661 146435 146435 171565 20340 150096 -4303 146922 12395 38142 38142 144047 205233 205233 2518543 2409556 3222382 3279 2665 1003 614 0 0 690 690 2675988 2654235 3466447 1479 1479 899 250 2378 1729 X 2673610 2652506 2673610 2652506 2675988 2654235 2673610 -4303 0 2669307 16801 2652506 IShares S&P Small Cap P 2023-06-20 2024-06-17 1793 1674 119 119 IShares S&P Small Cap P 2024-06-17 34603 32325 2278 2278 US Bancorp New P 2023-06-20 2024-03-19 1264 1010 254 254 US Bancorp New P 2015-11-04 2024-03-19 4002 4048 -46 -46 IShares IBonds P 2024-03-19 26624 26672 -48 -48 IShares IBonds P 2023-07-17 2024-06-17 31480 31500 -20 -20 Payden High Income Fund P 2023-06-20 2024-03-19 5156 4925 231 231 Amphenol Corp P 2023-06-20 2024-03-19 3984 2919 1065 1065 Snowflake Inc. P 2024-03-19 2024-10-10 2338 2980 -642 -642 Pimco Enhanced Short Maturity P 2024-06-17 2024-10-10 27598 27640 -42 -42 Bank of America Corp P 2021-12-16 2024-03-19 2231 2803 -572 -572 Bristol Myers Squibb P 2024-06-17 7373 6764 609 609 Caterpiller Inc. P 2021-12-16 2024-06-17 9677 6182 3495 3495 IShares Mid-Cap P 2021-01-05 2024-03-19 9089 7100 1989 1989 Ishares Mid-Cap P 2021-01-05 2024-06-17 9203 7237 1966 1966 Ishares S&P Small Cap P 2021-12-16 2024-03-19 2339 2412 -73 -73 General Dynamics Corp P 2019-09-25 2024-03-19 6131 4096 2035 2035 Pfizer Inc. P 2024-03-19 5926 5189 737 737 Home Depot P 2009-10-09 2024-03-19 8680 618 8062 8062 Coca-Cola P 2010-07-04 2024-03-19 1743 781 962 962 Johnson & Johnson P 2016-06-15 2024-06-17 3500 2806 694 694 Walt Disney Corp New P 2024-03-19 3788 4647 -859 -859 Stryker Corp P 2019-09-25 2024-03-19 7795 4784 3011 3011 Oracle Corp P 2022-09-09 2024-06-17 1411 758 653 653 Walmart Inc. P 2019-09-25 2024-03-19 1823 1186 637 637 Cisco Systems Inc P 2021-12-16 2024-03-19 2807 3447 -640 -640 TJX COS Inc P 2021-12-16 2024-06-17 1322 890 432 432 Qualcomm Inc P 2024-03-19 19678 15445 4233 4233 Paychex Inc P 2018-01-31 2024-03-19 6035 3421 2614 2614 Starbucks Corp P 2012-01-26 2024-06-17 6570 1928 4642 4642 Honeywell Int'l P 2024-09-13 4371 1530 2841 2841 Honeywell Int'l P 2011-03-14 2024-06-17 2119 533 1586 1586 United Health Group P 2019-09-25 2024-06-17 5874 2679 3195 3195 YUM! Brands P 2024-03-19 3563 3450 113 113 Dollar Tree Inc P 2019-09-25 2024-06-17 4877 5085 -208 -208 Masco Corp P 2022-05-31 2024-03-19 1577 1195 382 382 Blackrock Inc. P 2014-03-21 2024-03-18 30000 29724 276 276 Cummins Inc. P 2024-03-19 7856 5111 2745 2745 Nvidia Corp P 2022-05-31 2024-06-17 13160 1873 11287 11287 Williams COS Inc. P 2024-03-19 2255 1897 358 358 Victory Market Neutral Income P 2024-06-17 25138 28189 -3051 -3051 Eastman Chemical Co. P 2022-05-31 2024-03-19 2603 3082 -479 -479 IShares 10-20 Treasury P 2023-08-22 2024-10-10 35421 34003 1418 1418 FHLB 2.75% P 2017-11-14 2024-12-13 25000 25000 0 0 Calvert Small-Cap P 2024-06-14 2024-06-17 31581 30711 870 870 Microsoft Corp P 35000 34975 25 25 Vanguard Equity Income Fund P 34556 32271 2285 2285 Capital Gains Dividends P 16849 16849 16849 78268 2042 0 2042 0 2042 3478 0 0 0 3478 0 1436 1436 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 marymcclellanfoundation.org Judith L Klingebiel 5186922267 73 Main Street Greenwich NY 12834 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Ralph Provenza 27 South Union Street Cambridge NY 12816 Director 1.00 0 0 0 Gabriel Johnson 249 County Route 52 Greenwich NY 12834 Director 2.00 2389 0 0 Judith Klingebiel 73 Main Street Greenwich NY 12834 Director 1.00 0 0 0 Sarah Ashton Ash Grove Cambridge NY 12816 Director 1.00 0 0 0 Kathleen LaCasse 114 Frog Way Cambridge NY 12816 Chair 2.00 0 0 0 Stephen Lulla 367 Content Farm Road Cambridge NY 12816 Treasurer 1.00 0 0 0 Brian O'Grady 244 Wallace Road Cambridge NY 12816 Director 1.00 0 0 0 Michele Anderson 49 West Main Cambridge NY 12816 Secretary 1.00 0 0 0 Anje Van Berckelaer 19 Church Street Arlington VT 05250 Director 1.00 0 0 0 NONE 0 NONE 0 0 126746 6518 0 133264 0 0 133264 1999 131265 6563 6563 2042 2042 4521 0 4521 0 4521 150096 0 150096 4521 0 0 48711 2435 66515 82396 200057 150096 0 0 0 4521 145575 0 0 345632 0 0 0 0 0 0 48711 296921 2435 66515 82396 145575 Mary McClellan Foundation Inc PO Box 60 Greenwich NY 12834 5186922267 marlowjohnson@gmail.com Materials required include proof of non profit status, purpose of the grant, and what population will be served. Deadlines are determined annually, usually in September for granting prior to year end. Awards made only to organizations providing medical services which had previously been provided by the Mary McClellan Hospital which served southern Washington County and n orthern Rensselear County. Adirondack Samaritan Counselling Center 15 Boulevard Hudson Falls NY 12839 Public Charity Cost of clinical therapy sessions 13600 Cambridge Valley Athletic Ass'n PO Box 22 Cambridge NY 12816 None Public Charity AED and Training 2000 Cambridge Valley Rescue Squad 35 Gilbert Street Cambridge NY 12816 None Public Charity Embedded EMT Training 25600 Easton Greenwich Rescue Squad PO Box 84 Greenwich NY 12834 None Public Charity Communications Upgrade and $10,000 for Ambulance 18500 Family Service Association of Glens Falls 150 Warren Street Glens Falls NY 12801 Public Charity Emergency RX and Medical Needs 2500 Glens Falls Hospital 100 Park Street Glens Falls NY 12801 None Public Charity Physician Recruitment 20000 Glens Falls Hospital 100 Park Street Glens Falls NY 12801 Public charity Audiology Services-Greenwich Branch 12035 Greenwich Committee for Youth 6 Academy Street Greenwich NY 12834 None Public Charity 2 Zoll AEDs 2000 Historic Salem Courthouse Preservation Association Inc PO Box 140 Salem NY 12865 None Public Charity Support for Hudson Headwaters Health System 2200 Salem Rescue Squad Route 153 Salem NY 12865 None Public Charity Zoll AED Pro and Zoll AED Plus 8000 Southern Vermont Medical Center 100 Hospital Drive Bennington VT 05201 Public Charity Primary Care-One Year 12500 Southern Vermont Medical Center 100 Hospital Drive Bennington VT 05201 Public Charity Medical Assistant Training 12500 Town of Hoosick Rescue Squad Inc PO Box 16 Hoosick Falls NY 12090 None Public Charity AutoPulse ResuscitatAutoPulse ResuscitatorsAutoPulse ResuscitatorsAutoPulse Resuscitatorsoverbed tables 10000 Tri-County United Way RSVP Program 696 Upper Glen Street Queensbury NY 12804 None Public Charity Driver Reimbursement 3000 White Creek Fire Company 1111 County Rte 68 Eagle Bridge NY 12057 None Public Charity AED 2000 146435 0 14 25140 14 63727 14 127 18 78268 0 167262 0 167262 8 Investment activities support the foundation. 0 0 0 0 0 0 0 0 0 0 Filing Cabinet 2008-11-12 428 428 SL 5.000000000000 0 0 Computer 2015-08-10 908 908 SL 5.000000000000 0 0 Mac AirbookPro 2021-07-26 1943 940 SL 5.000000000000 389 0 Glens Falls National Bank Trust Account AT COST 1194867 1609555 Adirondack Trust AT COST 1214689 1612827 Filing Cabinet 428 428 0 Computer 908 908 0 Mac AirbookPro 1943 1329 614 Prepaid Excise Tax 690 690 Unrealized gains/losses on investments 16801 Fiduciary Fees 18263 18263 0 NYS Charities Registration Fee 250 0 250 Insurance 440 0 440 Office and Postage 582 0 582 Zoom Subscription 160 0 0 Gift 100 0 0 Other Adjustments 127 127 127 Excise tax payable 649 0 Charities fee payable 250 250 Website 480 0 0 990 PF Excise Tax 2077 2077 0