2025-11-03T08:53:53-05:00 2024-12-31 CBIZ Advisors LLC 68 SOUTH SERVICE ROAD STE 300 MELVILLE NY 11747 990PF 2024-01-01 311654088 CELESTE HOLM AND WESLEY ADDY FOUNDATION % DANIEL DUNNING CELE 8458784789 PO BOX 146 PATTERSON NY 12563 DANIEL DUNNING DIRECTOR 8458784789 2025-10-28 true MARLA ESAN P00367254 6314144000 2025-10-28 2024 2025-03-06 01:10:19Z X 3666025 X 0 X 72821 72821 363506 590489 363506 436327 436327 47486 11872 35615 76 38 0 38 36337 36337 0 0 4704 908 0 2725 571 12990 6070 6918 102164 55225 0 45296 121903 121903 224067 55225 0 167199 212260 381102 0 14420 12262 12262 4542 23966 23966 0 1681379 1876944 3629559 7385 7147 809 238 238 1701150 1913410 3666025 0 0 X 1701150 1913410 1701150 1913410 1701150 1913410 1701150 212260 1913410 1913410 PUBLICLY TRADED SECURITIES - LT P 590489 226983 363506 363506 363506 5297 5297 5297 856 0 7000 7856 2559 2559 false false false false false false true true NY true false false false false true N/A DANIEL DUNNING 6314144000 PO BOX 146 PATTERSON NY 12563 false false false false false false false false false false false false false false false false false false false false false DANIEL DUNNING PO BOX 146 PATTERSON NY 12563 DIRECTOR 5.0 14308 0 0 JOSEPH BENINCASA 1501 BROADWAY NEW YORK NY 10036 DIRECTOR 0.5 0 0 0 DAVID DUNNING PO BOX 146 PATTERSON NY 12563 DIRECTOR 5.0 33178 0 0 TIMOTHY QUIS 55 OLD MILL ROAD DANBURY CT 06810 DIRECTOR 0.5 0 0 0 DENEEN DUNNING PO BOX 146 PATTERSON NY 12563 DIRECTOR 2.5 0 0 0 3632329 45086 0 3677415 0 3677415 55161 3622254 181113 181113 5297 5297 175816 175816 175816 167199 0 0 0 0 167199 175816 100403 2022 2021 2020 0 0 167199 100403 66796 0 0 0 0 109020 0 0 X SEE STATEMENT B SEE STATEMENT B MELVILLE NY 11747 NONE PC SEE STATEMENT B 121903 121903 14 72821 18 363506 436327 436327 false false false false false false false false false false ACCOUNTING FEES 76 38 0 38 COMPUTER EQUIPMENT 2013-07-25 2005 2005 SL 5 COMPUTER & ROUTER 2018-12-06 2524 2524 SL 5 COMPUTER 2020-06-05 2856 2046 SL 5 571 MARKETABLE SECURITIES-STMT A 1876944 3629559 COMPUTER EQUIPMENT 2005 2005 COMPUTER & ROUTER 2524 2524 COMPUTER 2856 2617 239 POSTAGE & MAILING 7 7 COMPUTER EXPENSES 741 741 UTILITIES 554 554 OFFICE EXPENSES 5300 2650 2650 PAYROLL PROCESSING EXPENSE 1616 404 1212 ADMINISTRATIVE INC/EXPENSE 3354 2515 838 OFFICE SUPPLIES 669 501 167 NYS ANNUAL FILING FEES 250 250 CHARITABLE EXPENSES 499 499 INVESTMENT ADVISORY FEES 36337 36337 0 0 FEDERAL EXCISE TAXES 1071 0 0 0 PAYROLL TAXES 3633 908 2725