2025-12-02T10:34:49-06:00 2025-09-30 160764720 NIXON PEABODY LLP 211 HIGH POINT DRIVE SUITE 110 VICTOR NY 145641061 990PF 2024-10-01 161559984 THE GUIDO AND ELLEN PALMA FOUNDATION INC GUID 5853143262 130 EAST AVENUE 540 ROCHESTER NY 14604 ROGER P PALMA PRES./TREASURER 5853143262 2025-11-24 1 0 CHRISTINE SACKETT P01233961 5852631000 2025-11-24 2024 2025-03-06 01:10:19Z X 2175350 X 52413 1433 1433 27518 27518 8856 17795 8856 90220 37807 0 0 0 3200 0 3200 11791 11791 0 168 168 0 1647 779 850 16806 12738 4050 256193 256193 272999 12738 260243 -182779 25069 710 745 745 240377 16034 16034 733784 775759 1727178 231878 231432 431393 1206749 1023970 2175350 0 0 X 1206749 1023970 0 0 0 0 1206749 1023970 1206749 1023970 1206749 -182779 0 1023970 0 1023970 300 SHS BROOKFIELD CORP CLASS A P 2019-10-10 2024-12-20 17016 8438 8578 8578 SPDR GOLD P 2017-02-04 2024-12-31 779 501 278 278 8856 348 0 348 0 348 1229 0 0 0 1229 0 881 881 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 PALMAFOUNDATION.ORG ROGER P PALMA 5853143262 130 EAST AVENUE 540 ROCHESTER NY 14604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROGER P PALMA 130 EAST AVENUE 540 ROCHESTER NY 14604 PRESIDENT/TREASURER/DIRECTOR 1.00 0 0 0 KIMBERLY L PALMA 130 EAST AVENUE 540 ROCHESTER NY 14604 VICE PRESIDENT/SECY/DIRECTOR 1.00 0 0 0 RICHARD MAGERE 130 NOB HILL DRIVE ROCHESTER NY 14617 DIRECTOR 0.50 0 0 0 DELANEY PALMA 34 S GOODMAN STREET 109 ROCHESTER NY 14607 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 1922937 68355 0 1991292 0 0 1991292 29869 1961423 98071 98071 348 348 97723 0 97723 0 97723 260243 0 260243 97723 0 0 26389 96816 132052 127815 383072 260243 0 0 0 97723 162520 0 0 545592 0 0 0 0 0 0 0 545592 26389 96816 132052 127815 162520 ROGER P PALMA KIMBERLY L PALMA PALMA FOUNDATION PO BOX 31862 ROCHESTER NY 14603 5853143262 INFO@PALMAFOUNDATION.ORG THE REQUIRED GRANT APPLICATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE (PALMAFOUNDATION.ORG). ALONG WITH THE COMPLETED GRANT APPLICATION, AN APPLICANT MUST ALSO SUBMIT ITS MOST RECENT AUDITED FINANCIAL STATEMENTS, AN ANNUAL BUDGET AND A COPY OF ITS IRS SECTION 501(C)(3) EXEMPTION LETTER. THE PREFERRED METHOD FOR SUBMITTING APPLICATIONS IS BY ELECTRONIC TRANSMISSION THROUGH THE FOUNDATION'S WEBSITE. IF AN APPLICANT IS UNABLE TO SUBMIT AN APPLICATION ELECTRONICALLY THROUGH THE FOUNDATION'S WEBSITE, IT MAY EMAIL THE APPLICATION TO INFO@PALMAFOUNDATION.ORG OR MAIL IT TO THE ADDRESS LISTED ABOVE. NOVEMBER 15TH OF EACH YEAR GRANTS ARE RESTRICTED TO PROGRAMS THAT PROVIDE SERVICES OR ACTIVITIES FOR YOUTH, ESPECIALLY IN THE AREAS OF ARTS AND/OR NATURE. ALL GRANT FUNDS MUST BE USED FOR YOUTH RESIDING IN THE GREATER ROCHESTER REGION OF NEW YORK STATE, NAMELY MONROE, ORLEANS, GENESEE, LIVINGSTON, ONTARIO, YATES, CAYUGA AND WAYNE COUNTIES. BOYS & GIRLS CLUB OF ROCHESTER 500 GENESEE STREET ROCHESTER NY 14611 PC YOUTH PROGRAMMING SUPPORT 7500 CAMP PUZZLE PEACE INC 3861 ORCHARD STREET WALWORTH NY 14568 PC PROGRAM SUPPORT 3000 CANANDAIGUA LAKE WATERSHED ASSOCIATION PO BOX 323 CANANDAIGUA NY 14424 PC YOUTH PROGRAMMING SUPPORT 4000 CAYUGA MUSEUM OF HISTORY & ART 203 GENESEE STREET AUBURN NY 13021 PC CAPITAL PROJECT SUPPORT 7500 CORN HILL WATERFRONT & NAVIGATION FOUNDATION 280 EXCHANGE BLVD ROCHESTER NY 14608 PC YOUTH PROGRAMMING SUPPORT 7500 CORNELL COOPERATIVE EXTENSION OF WAYNE COUNTY 1581 ROUTE 88 NEWARK NY 14513 PC YOUTH PROGRAMMING SUPPORT 4500 CORNELL UNIVERSITY COOPERATIVE EXTENSION YATES COUNTY 417 LIBERTY STREET SUITE 1024 PENN YAN NY 14527 PC YOUTH PROGRAMMING SUPPORT 7500 DEEP ARTS INC 4245 EAST AVENUE ROCHESTER NY 14618 PC YOUTH PROGRAMMING SUPPORT 10000 DISCOVERY ACADEMY OF SCIENCE AND ART (DASA) PRESCHOOL 597 EAST AVENUE ROCHESTER NY 14607 PC PROGRAM SUPPORT 10000 EASTMAN SCHOOL OF MUSIC 10 GIBBS STREET ROCHESTER NY 14604 PC EASTMAN COMMUNITY MUSIC SCHOOL 7500 ENDLESS HIGHWAY INC 1 SOUTH CLINTON AVENUE ROCHESTER NY 14604 PC GENERAL SUPPORT 5000 FINGER LAKES OPERA INC PO BOX 296 GENESEO NY 14454 PC YOUTH PROGRAMMING SUPPORT 4500 FLOWER CITY ARTS CENTER 713 MONROE AVENUE ROCHESTER NY 14607 PC PROGRAM SUPPORT 7500 GENESEE COUNTRY VILLAGE AND MUSEUM 1410 FLINT HILL ROAD MUMFORD NY 14511 PC TRAIL SIGNS FOR NATURE CENTER 7500 GENESEE-ORLEANS REGIONAL ARTS COUNCIL 201 E MAIN STREET BATAVIA NY 14020 PC CAPITAL PROJECT 10000 GENEVA MUSIC FESTIVAL 124 N MAIN STREET GENEVA NY 14456 PC YOUTH PROGRAMMING SUPPORT 7500 GIRL SCOUTS OF WESTERN NEW YORK 1000 ELMWOOD AVENUE DOOR 9 ROCHESTER NY 14620 PC BADGE-IN-A-BOX PROGRAM 6000 HOPE HALL 1612 BUFFALO ROAD ROCHESTER NY 14624 PC ART IN MOTION PROGRAM 7500 IMAGEOUT 274 NORTH GOODMAN STREET SUITE A203 ROCHESTER NY 14607 PC EMPOWERING THE LGBT VOICE PROGRAM 7500 JOSEPH AVENUE ARTS AND CULTURE ALLIANCE PO BOX 30147 ROCHESTER NY 14603 PC CAPITAL PROJECT 5500 LANDMARK SOCIETY OF WESTERN NEW YORK 133 SOUTH FITZHUGH STREET ROCHESTER NY 14608 PC YOUTH PROGRAMMING SUPPORT 7500 MACEDON PUBLIC LIBRARY 30 W MAIN STREET MACEDON NY 14502 PC YOUTH PROGRAMMING SUPPORT 7040 MARY CARIOLA CHILDREN'S CENTER 1000 ELMWOOD AVENUE SUITE 100 ROCHESTER NY 14620 PC OUTDOOR ACTIVITY SPACE FOR CHILDREN 6240 MEMORIAL ART GALLERY OF THE UNIVERSITY OF ROCHESTER 500 UNIVERSITY AVENUE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPPORT 7500 PUSH PHYSICAL THEATRE 389 GREGORY STREET SUITE 400 ROCHESTER NY 14620 PC PUSH YOURSELF PROJECT 9000 RAINBOW JUNCTION LTD 226 KEUKA STREET PENN YAN NY 14527 PC PROGRAM SUPPORT 6750 ROCHESTER CITY BALLET 1326 UNIVERSITY AVENUE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPPORT 10000 ROCHESTER ECOLOGY PARTNERS 224 MT HOPE AVENUE ROCHESTER NY 14620 PC PROGRAM SUPPORT 6000 ROCHESTER MUSEUM & SCIENCE CENTER 657 EAST AVENUE ROCHESTER NY 14607 PC CUMMING NATURE FOREST SCHOOL 5150 ROCHESTER PHILHARMONIC ORCHESTRA 108 EAST AVENUE ROCHESTER NY 14604 PC YOUTH PROGRAMMING SUPPORT 10000 ROSE FREE LIBRARY 4069 MAIN STREET ROSE NY 14542 PC YOUTH PROGRAMMING SUPPORT 3500 SPIRITUS CHRISTI CHURCH PRISON OUTREACH 30 MILLBANK STREET ROCHESTER NY 14619 PC PROGRAM SUPPORT 6000 THE CENTER FOR TEEN EMPOWERMENT 392 GENESEE STREET ROCHESTER NY 14611 PC PROGRAM SUPPORT 5000 THE GATESINGER COMPANY LTD PO BOX 95 4107 LAKE ROAD PULTNEYVILLE NY 14538 PC PROGRAM SUPPORT 1800 THE KEYS PROGRAM 308 SHERRILL ROAD SUITE 100 SHERRILL NY 13461 PC YOUTH PROGRAMMING SUPPORT 7500 THE LITTLE THEATRE 240 EAST AVENUE ROCHESTER NY 14604 PC YOUTH PROGRAMMING SUPPORT 2500 THE STRONG MUSEUM OF PLAY ONE MANHATTAN SQUARE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPORT 6713 VILLA OF HOPE 3300 DEWEY AVENUE ROCHESTER NY 14616 PC YOUTH PROGRAMMING SUPPORT 3000 WRITERS & BOOKS 740 UNIVERSITY AVENUE ROCHESTER NY 14607 PC CAPITAL PROJECT 7500 256193 0 14 1433 14 27518 18 8856 0 37807 0 37807 0 0 0 0 0 0 0 0 0 0 X X 1 KIMBERLY L PALMA 130 EAST AVENUE 540 ROCHESTER NY 14604 50413 X 1 90 SHARES JOHNSON & JOHNSON COMMON STOCK 13116 2024-12-26 1 85 SHARES MICROSOFT CORPORATION COMMON STOCK 37297 2024-12-26 ALPHABET INC. CLASS A 44403 267410 AMERICAN ELECTRIC POWER CO. 50099 90000 APPLE INC. 158080 203704 BERKSHIRE HATHAWAY INC. CLASS B 84899 251370 BROOKFIELD CORP. CLASS A 37797 89230 CISCO SYSTEMS, INC. 38866 88946 CORTEVA, INC. 5249 13526 D.R. HORTON, INC. 30 169 HOME DEPOT, INC. 20071 60779 JOHNSON & JOHNSON, INC. 45135 90856 MICROSOFT CORP. 75996 207180 PEPSICO, INC. 22315 49154 PFIZER, INC. 26429 38220 PIPER SANDLER COMPANIES 58 694 PROCTOR & GAMBLE CO. 75198 109092 SIMON PROPERTY GROUP, INC. 19549 21582 WABTEC CORPORATION 234 601 WELLS FARGO & CO. 14240 41910 BROOKFIELD WEALTH SOLUTIONS LTD. CLASS A 425 685 VIATRIS INC. 1448 1841 WARNER BROS DISCOVERY INC. 4759 3301 BROOKFIELD ASSET MANAGEMENT LTD. CLASS A 10085 21462 GE HEALTHCARE TECHNOLOGIES INC. 4408 2028 META PLATFORMS INC. CLASS A 35986 73438 ISHARES TR IBOXX INVESTMENT GRADE BOND ETF AT COST 118056 111470 SPDR GOLD TRUST AT COST 113376 319923 NIXON PEABODY LLP 3200 0 3200 NEW YORK STATE DEPARTMENT OF LAW 250 0 250 SPDR GOLD INVESTMENT EXPENSE 779 779 0 ACCOUNT SERVICE CHARGES 18 0 0 TRICIA ISHAM WEB DESIGN LLC 600 0 600 STEVEN CHARLES CAPITAL, LTD. INVESTMENT MANAGEMENT FEES 11791 11791 0 FOREIGN TAX PAID 168 168 0