2025-09-11T10:43:32-05:00 2024-12-31 161468002 CHIAMPOU TRAVIS BESAW & KERSHNER LLP 45 BRYANT WOODS NORTH AMHERST NY 14228 990PF 2024-07-15 996848615 MARK & VIRGINIA ROMETTY FOUNDATION MARK 5182202998 1235 GORDON RIVER TRAIL NAPLES FL 34105 VIRGINIA ROMETTY TRUSTEE 5182202998 2025-09-10 1 0 LISA LAROUSSI P01257512 7166302400 2025-09-10 2024 2025-03-06 01:10:19Z X X 4945227 X 5526987 43419 43419 2705789 5538368 2705789 8276195 2749208 0 0 0 9447 0 9447 222 222 0 15 15 0 1003 1003 0 10687 1240 9447 550000 550000 560687 1240 559447 7715508 2747968 31524 31524 0 2129845 2082888 0 2869178 2830815 0 5030547 4945227 0 0 X 0 5030547 0 0 0 0 0 5030547 0 5030547 0 7715508 0 7715508 2684961 5030547 GOLDMAN SACHS 2024-09-23 2024-09-23 5535233 2832579 2702654 2702654 CAPITAL GAINS DIVIDENDS P 3135 3135 3135 2705789 38197 0 38197 0 38197 0 0 50000 0 50000 X 980 10823 10823 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 0 0 1 0 0 1 N/A THE AYCO COMPANY LP 5616502605 100 COLISEUM DRIVE COHOES NY 12047 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK ROMETTY 1235 GORDON RIVER TRAIL NAPLES FL 34105 TRUSTEE 1.00 0 0 0 VIRGINIA ROMETTY 1235 GORDON RIVER TRAIL NAPLES FL 34105 TRUSTEE 3.00 0 0 0 NONE 0 NONE 0 THE MARK & VIRGINIA ROMETTY FOUNDATION IS COMMITTED TO PROVIDE GRANTS TO THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC TAX EXEMPTORGANIZATIONS. IN PARTICULAR, THE FOUNDATION FOCUSES ITSGIVING TO QUALIFIED NONPROFIT ORGANIZATIONS WITH NEEDS INTHESE AREAS OF SUPPORT: EDUCATION, THE ADVANCEMENT OFHEALTHCARE, AND ENVIRONMENTAL PRESERVATION. 0 0 3295270 200309 0 3495579 0 0 3495579 52434 3443145 80184 80184 38197 38197 41987 0 41987 0 41987 559447 0 559447 41987 0 0 0 559447 0 0 0 41987 517460 0 0 517460 0 0 0 0 0 0 0 517460 517460 MARK ROMETTY VIRGINIA ROMETTY X MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 NONE TAX EXEMPT GENERAL CHARITABLE PURPOSES 200000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60201 NONE TAX EXEMPT GENERAL CHARITABLE PURPOSES 250000 BROOKINGS INSTITUTION 1775 MASSACHUSETTES AVENUE NW WASHINGTON DC 20036 NONE TAX EXEMPT GENERAL CHARITABLE PURPOSES 50000 BROOKINGS INSTITUTION 1775 MASSACHUSETTES AVENUE NW WASHINGTON DC 20036 NONE TAX EXEMPT GLOBAL ECONOMY AND DEVELOPMENT 50000 550000 0 14 43419 18 2705789 0 2749208 0 2749208 0 0 0 0 0 0 0 0 0 0 X X 1 VIRGINIA M ROMETTY REV TRUST 1235 GORDON RIVER TRAIL NAPLES FL 34105 9447 X 2 VIRGINIA M ROMETTY REV TRUST 1235 GORDON RIVER TRAIL NAPLES FL 34105 5517540 X 2 25,200 SHARES OF INTERNATIONAL BUSINESS MACHINES CORPORATION COMMON STOCK 5517540 2024-09-23 FLORIDA DOES NOT REQUIRE A COPY OF FORM 990-PF TO BE PROVIDED. GOLDMAN SACHS 24024-6 2869178 2830815 2129845 2082888 0 0 LEGAL FEES 9447 0 9447 APPRECIATION OVER DONOR'S COST BASIS FOR STOCKS DONATED INTO THE FOUNDATION 2684961 INVESTMENT FEES 222 222 0 VIRGINIA M ROMETTY REV TRUST 1235 GORDON RIVER TRAIL NAPLES FL 34105 FOREIGN TAXES 1003 1003 0