2025-11-16T20:03:33-08:00 2024-12-31 ELIZABETH T CERVONE CPA 3 HIDDEN WOODS LN NEWNAN GA 30265 990PF 2024-01-01 826697499 DOLORES M FINLEY CHARITABLE FOUNDATION TRUST AGREEMENT DOLO 8452274891 107 REGGIES WAY LAGRANGEVILLE NY 12540 CHRISTOPHER A FINLEY TRUSTEE 8452274891 2025-11-16 true ELIZABETH T CERVONE P00271558 7702517492 2025-11-16 X 2024 2025-03-06 01:10:19Z X 3240037 X X 7657 5389 40672 40672 53625 331264 53625 0 30000 30000 131954 129686 0 0 29569 29569 1355 1355 0 0 30924 30924 0 90500 90500 121424 30924 90500 10530 98762 791489 515735 515735 0 0 749535 1034377 2384297 0 300000 300000 336569 0 1994 3436 3436 1843018 1853548 3240037 0 0 0 0 0 X 1843018 1853548 1843018 1853548 1843018 1853548 1843018 10530 1853548 1853548 PUBLICLY TRADED SECURITIES P 331264 0 277639 53625 0 0 0 53625 53625 1373 0 1373 0 1373 1753 1750 3503 -3503 2130 2130 false false false false false false false true true NY true false false false false true N/A CHRISTOPHER A FINLEY 8452274891 107 REGGIES WAY LAGRANGEVILLE NY 12540 false false false false false false false false false false false false false false false false false false false false false CHRISTOPHER A FINLEY 107 REGGIES WAY LAGRANGEVILLE NY 12540 TRUSTEE 2.00 0 0 0 KIM FINLEY 604 ESSEX CT BREWSTER NY 10509 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 2683541 104326 2298 2790165 0 2790165 41852 2748313 137416 137416 1373 1373 136043 136043 136043 90500 90500 136043 1251 0 0 0 0 0 0 90500 1251 0 89249 0 0 0 0 0 46794 0 0 0 0 0 0 0 X SPARROW'S NEST 946 ROUTE 376 STE 7 WAPPINGERS FALLS NY 12590 PC CONSTRUCTIONPROJECT 30000 OUR LADY OF LOURDES SCHOOL 131 BOARDMAN RD POUGHKEEPSIE NY 12603 PC SUPPORTCATHOLICEDUCATION 23000 VALLEY CHRISTIAN CHURCH 1072 ROUTE 82 HOPEWELL JUNCTION NY 12533 PC GENERAL RELIGIOUSACTIVITIES OFTHE CHURCH 12000 LACKAWAXEN FIRE DEPT 169 URBAN RD HAWLEY PA 18428 PC TRAINING ANDEQUIPMENT 5000 KEITH T ULICH FOUNDATION 79 BALDWIN RD PATTERSON NY 12563 PF VARIOUSCHARITABLEACTIVITIES 10000 ALS ASSN GREATER NY 42 BROADWAY STE 1724 NEW YORK NY 10004 PC ALS RESEARCHAND SUPPORT 2500 UPTON LAKE CHRISTIAN SCHOOL PO BOX 63 CLINTON CORNERS NY 12514 PC SUPPPORTCHRISTIAN EDUCATION 8000 90500 14 7657 14 40672 18 53625 0 101954 0 101954 1 NONE false false false false false false false false false false PUBLICLY TRADED SECURITIES 331264 277639 53625 262.44 SOUND POINT FLOATING RATE INC FD 2127 2065 1600 ARK ETF INNOVATION ETF 61211 90832 170 ARM HOLDINGS PLC 21821 20971 125 BERKSHIRE HATHAWAY INC CL B 45856 56660 400 DOCUSIGN INC 18907 35976 900 GLOBAL X FDS DEFENSE TECH ETF 25514 33669 500 INVESCO WATER RES ETF 26099 32895 550 ISHARES CORE DIV GROWTH 33592 33737 300 ISHARES MSCI INDIA ETF 12893 15792 900 ISHARES MSCI SAUDI ARABIA 35386 36756 75 MICROSOFT CORP 25134 31612 400 NANO NUCLEAR ENERGY INC 6519 9958 1000 NANO X IMAGING LTD 14589 7200 3000 NUSCALE POWER CORP 27900 53790 3500 NVIDIA CORP 17896 470015 1200 PACER FDS US SMALL CAP 54575 52812 900 PALANTIR TECHNOLOGIES 12676 68067 9993.16 PUTNAM FDS ULTRA SHORT DUR 101443 101231 6375.37 ROBINSON TAX ADV INCOME FD 53511 56167 3600 SCHWAB STRATEGIC TR US TRES 86666 86616 350 SELECT SECTOR SPDR SBI HEALTHCARE 46262 48150 100 SPDR DJIA SER 1 34380 42550 150 SPDR GOLD TR 26089 36319 100 SPDR S&P 500 ETF 55269 58608 300 SPDR TR STATE STREET XBI 26774 27018 425 SPDR TR STATE STREET BIL 38932 38858 1850 TESLA INC COM 39814 747104 325 VANGUARD SPEC FDS DIV APP ETF 61922 63645 125 WASTE MANAGEMENT 20620 25224 INDEXED ANNUITY 300000 336569 DIVIDENDS RECEIVABLE 83 897 897 ESTIMATED TAX PAYMENTS 1125 1753 1753 TAX REFUND RECEIVABLE 786 786 786 1099-R ANNUITY 30000 30000 CHARLES SCHWAB INVESTMENT MANAGEMENT 29569 29569 FOREIGN TAXES ON INVESTMENT INCOME 183 183 SECTION 4940 TAX ON INVESTMENT INCOME 1172 1172