2025-01-30T04:27:35-08:00 2024-12-31 150625503 Mostert Manzanero & Scott LLP 4 Associate Dr Oneonta NY 13820 990PF 2024-01-01 166054329 DEWAR FOUNDATION INC DEWA 6074322399 PO BOX 624 ONEONTA NY 13820 MICHAEL F GETMAN President 2025-01-30 true true DEBORAH L MOSTERT P01213266 6074328700 2024 2025-03-06 01:10:19Z X 12231233 X X 20 20 20 422124 422124 422124 412685 1504760 412685 834829 834829 422144 1350 675 675 6500 3250 3250 45828 45828 7651 2467 2467 63796 49753 6392 656800 656800 720596 49753 663192 114233 785076 422144 442486 439307 439307 1700918 1777286 1777286 6368872 6675446 6675446 3243806 3339194 3339194 11756082 12231233 12231233 0 X 11756082 12231233 11756082 12231233 11756082 12231233 11756082 114233 360918 12231233 12231233 397.169sh JP morgan large cap P 2001-01-01 2024-03-15 27500 16765 10735 10735 21398.469 Diamond Hill small cap P 2001-01-01 2024-07-30 587602 385483 202119 202119 71.053 Vanguard institutional index P 2021-01-01 2024-08-26 33000 12643 20357 20357 332.756 JPMorgan Large cap P 2001-01-01 2024-08-26 25000 14046 10954 10954 45 Flexshares mstar glbl P 2001-01-01 2024-09-27 1842 1406 436 436 5 ishares msci eafe P 2001-01-01 2024-09-27 543 479 64 64 114.921 Columbia dividend P 2001-01-01 2024-09-30 4070 3353 717 717 125.1 Vanguard ST Infl P 2001-01-01 2024-09-30 3096 3260 -164 -164 591.279 DODGE & COX INCOME FD P 2001-01-01 2024-09-30 7669 8396 -727 -727 26.416 DFA Intern small company P 2001-01-01 2024-09-30 563 570 -7 -7 161.223 DFA GLOBAL REAL ESTATE P 2001-01-01 2024-09-30 1864 1833 31 31 22.697 INVESCO OPPENHEIMER INT BD FD P 2001-01-01 2024-09-30 895 1000 -105 -105 11.121 VANGUARD SHORT TERM P 2001-01-01 2024-09-30 5250 1979 3271 3271 35.476 JPMorgan Large cap P 2001-01-01 2024-09-30 2703 1497 1206 1206 23.549 DFA EMERGING MARKETS P 2001-01-01 2024-09-30 739 617 122 122 303.854 VANGUARD ST BOND FD P 2001-01-01 2024-09-30 3032 3036 -4 -4 35.219 DODGE & COX INCOME FD P 2001-01-01 2024-09-30 1996 1571 425 425 55.484 Federated Hermes MDT P 2001-01-01 2024-09-30 3200 2942 258 258 694.692 Fidelity US bond index P 2001-01-01 2024-09-30 7405 7683 -278 -278 82.701 TRowe price P 2001-01-01 2024-09-30 3009 2910 99 99 63.858 Fidelity emerging mkts P 2001-01-01 2024-09-30 748 644 104 104 219.83 Fidelity small cap index P 2001-01-01 2024-09-30 6098 3645 2453 2453 105.761 Lazard global listed P 2001-01-01 2024-09-30 1730 1630 100 100 202.429 TRowe price P 2001-01-01 2024-10-21 7500 7123 377 377 528.169 Fidelity small cap index P 2001-01-01 2024-10-21 15000 8757 6243 6243 124.378 Federated Hermes MDT P 2001-01-01 2024-10-21 7500 6595 905 905 91.803 VANGUARD INST INDEX FUND P 2001-01-01 2024-11-15 45000 16283 28717 28717 380.981 Federated Hermes MDT P 2001-01-01 2024-11-15 25000 20200 4800 4800 200 GENERAL ELECTRIC CO GLOBAL NOTES P 2001-01-01 2024-01-05 51618 27708 23910 23910 400 bhp group P 2001-01-01 2024-01-05 26886 14361 12525 12525 75 MERCK & CO P 2001-01-01 2024-02-08 9498 4294 5204 5204 100 APPLE P 2001-01-01 2024-02-08 18829 2363 16466 16466 100 ABBVIE INC P 2001-01-01 2024-02-08 17284 5100 12184 12184 50 JPMORGAN P 2001-01-01 2024-02-12 8747 2825 5922 5922 100000 HANCOCK WITNEY BANK P 2001-01-01 2024-05-24 100000 100000 1400 EXELON CORP P 2001-01-01 2024-06-07 51184 30990 20194 20194 500 GILEAD SCIENCES P 2001-01-01 2024-06-07 31956 31035 921 921 1500 INTEL CORP P 2001-01-01 2024-06-07 45689 47136 -1447 -1447 50 APPLE P 2001-01-01 2024-07-08 11261 1181 10080 10080 315 ALBEMARLE CORP P 2001-01-01 2024-08-12 25603 25507 96 96 50 JPMORGAN P 2001-01-01 2024-08-20 10754 2825 7929 7929 1400 PFIZER INC P 2001-01-01 2024-08-20 40284 40267 17 17 2230.152 CHAMPLAIN MIDCAP P 2001-01-01 2024-08-20 55219 50000 5219 5219 250 DOLLAR GEN CORP P 2001-01-01 2024-10-04 20394 22101 -1707 -1707 50000 NY NYC TFA P 2001-01-01 2024-11-01 50000 48648 1352 1352 50000 NY NYC TFA P 2001-01-01 2024-11-01 50000 50000 50000 NYNYC TFA P 2001-01-01 2024-02-01 50000 49388 612 612 412685 10913 10913 10913 6400 6400 4513 0 false false false false false false false false true NY true false false false false true N/A MICHAEL GETMAN 6074322399 PO BOX 624 ONEONTA NY 13820 false false false false false false false false false false false false false false false false false false false false false false VINCENT FOTI PO BOX 624 ONEONTA NY 13820 Director 1.00 450 MICHAEL F GETMAN PO BOX 624 ONEONTA NY 13820 President 2.00 450 JOHN M PONTIUS PO BOX 624 ONEONTA NY 13820 Treasurer 2.00 450 NONE NONE GRANTS HAVE BEEN ISSUED TO VARIOUS LOCAL NOT-FOR-PROFITS FOR OPERATIONS AND SPECIFIC NEEDS; INCLUDING AMOUNTS TO THE LOCAL COLLEGES FOR SCHOLARSHIPS, TO THE LOCAL HOSPITAL FOR SPECIAL FUNDING NEEDS, TO ALMOST EVERY CHURCH IN THE COMMUNITY, AND TO THE CITY OF ONEONTA TOWARDS THE COST OF ACQUIRING A NEW AMBULANCE. SEE ATTACHED LISTING (PDF ATTACHMENT). 656800 12039900 365617 0 12405517 0 12405517 186083 12219434 610972 610972 10913 10913 600059 600059 600059 663192 663192 600059 6443 663192 6443 0 600059 56690 56690 0 56690 56690 THE DEWAR FOUNDATION PO BOX 624 ONEONTA NY 13820 6074322399 LETTER OF REQUEST STATING PURPOSE AND NEED NONE FOR ORGANIZATIONS IN THE GREATER ONEONTA, NEW YORK, AREA. SEE ATTACHED LISTING VARIOUS VARIOUS NY 13820 NONE FOR GENERAL OPERATIONS 656800 656800 14 20 14 422124 18 412685 834829 834829 false false false false false false false false false false 6500 3250 0 3250 CBNA EQUITIES 3772914 3772914 NBT FIXED INCOME 2026398 2026398 PRPFX 876134 876134 1777286 1777286 NBT STOCK REAL ESTATE AT COST 3339194 3339194 INSURANCE 1454 1454 NYS FILING FEE 750 750 OFFICE EXPENSES 263 263 INVESTMENT FEES 45828 45828 0 0 FEDERAL EXCISE TAX 7651