2026-01-31T07:32:55-06:00 2025-06-30 161092347 MENGEL METZGER BARR & CO LLP 333 EAST WATER ST STE 200 ELMIRA NY 14901 990PF 2024-07-01 251789856 MARTHA LLOYD SERVICES INC MART 5702972185 66 LLOYD LANE TROY PA 16947 CHRISTINA THOMAS CFO 5702972185 2026-01-20 1 1 KATHERINE E STICKLER CPA P00385238 6077344183 2026-01-20 2024 2025-03-06 01:10:19Z X 2137782 X 251932 39747 39747 12788 73736 12788 11745 0 316212 52535 0 0 0 9134 7960 1174 823 0 823 48443 7080 41363 58400 15040 43360 328352 328352 386752 15040 371712 -70540 37495 839021 842946 842946 1139018 1167491 1167491 148703 127345 127345 2126742 2137782 2137782 1620 3679 1620 3679 X 2012592 2060826 112530 73277 2125122 2134103 2126742 2137782 2125122 -70540 79521 2134103 0 2134103 SPDR DOW JONES P 2020-06-01 2025-01-06 34434 21126 13308 13308 SCHWAB STRATEGIC P 2022-12-13 2024-10-15 25 22 3 3 ISHARES P 2023-04-27 2024-07-11 39277 39800 -523 -523 12788 521 0 521 0 521 704 0 0 0 704 0 183 183 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MARTHA LLOYD SCHOOL INC 5702972185 66 LLOYD LANE TROY PA 16947 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DR ANTHONY GRIPPO 66 LLOYD LANE TROY PA 16947 CHAIR 1.00 0 0 0 DOUG ULKINS 66 LLOYD LANE TROY PA 16947 VICE CHAIR PART YEAR - CEO PART YEAR 1.00 0 0 0 CASANDRA BLANEY 66 LLOYD LANE TROY PA 16947 SECY./TREAS 1.00 0 0 0 MATTHEW LANDIS 66 LLOYD LANE TROY PA 16947 DIRECTOR 1.00 0 0 0 LISA MUSSELMAN 66 LLOYD LANE TROY PA 16947 PRESIDENT/CEO - THROUGH AUGUST 2024 1.00 0 0 0 DR JANILYN ELIAS 66 LLOYD LANE TROY PA 16947 PRESIDENT/CEO BEGINNING JANUARY 2025 1.00 0 0 0 NONE 0 NONE 0 N/A 0 0 1859716 144302 0 2004018 0 0 2004018 30060 1973958 98698 98698 521 521 98177 0 98177 0 98177 371712 0 371712 98177 0 0 128547 314255 195617 147202 237207 1022828 371712 0 0 0 98177 273535 0 0 1296363 0 0 0 0 0 0 128547 1167816 314255 195617 147202 237207 273535 X MARTHA LLOYD COMMUNITY RESIDENTIAL FACILITY INC 66 LLOYD LANE TROY PA 16947 NONE PUBLIC CHARITY CLIENT ASSISTANCE 99995 MARTHA LLOYD SCHOOL INC 66 LLOYD LANE TROY PA 16947 NONE PUBLIC CHARITY CHARITABLE PURPOSES 228357 328352 0 14 39747 18 12788 01 -849 0 51686 0 51686 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES HALL RR 3 BOX 354 TROY PA 16947 30600 X 2 CAPT AND MRS BARRY KETTERER 1089 WHALESHEAD DR COROLLA NC 27927 5000 X 3 EDITH L TREES CHARITABLE TRUST 600 BENEDUM-TREES PITTSBURGH PA 15222 122200 X 4 CRAIG SMITH 3402 FIELDWOOD DRIVE SMYRNA CA 30080 10194 X 5 STEPHEN BAHR 564 ROSE DRIVE BENICIA CA 94510 5000 X 6 OLYNDA SMITH 12926 ROUTE 6 TROY PA 16947 15000 X FORM 990 PF, PART I, SPECIAL FUNDRAISING EVENT THE ORGANIZATION HAD A GOLF TOURNAMENT FUNDRAISING EVENT WHICH RESULTED IN GROSS RECEIPTS OF $30,395, OF WHICH $18,650 IS CONTRIBUTIONS, AND DIRECT EXPENSE OF $12,594. REPORTED IN THE 990 PF AS $18,950 IN LINE 1, $11,745 IN LINE 11, AND $12,594 IN LINE 23. FORM 990PF, OFFICER SIGNATURE CHRISTINA THOMAS, CFO, STARTED WITH THE ORGANIZATION IN SEPTEMBER 2025. MUTUAL FUNDS FMV 1098341 1098341 CASH EQUIVALENTS FMV 16435 16435 CERTIFICATES OF DEPOSIT FMV 52715 52715 CONTRIBUTION RECEIVABLE 148703 127345 127345 ADMINISTRATIVE SUPPORT/BOOKKEEPING 35398 7080 28318 CREDIT CARD AND BANK FEES 301 0 301 FILING FEES 150 0 150 SPECIAL EVENT DIRECT EXPENSES 12594 0 12594 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 11745 11745 FAIR VALUE ADJUSTMENT FOR SECURITIES 79521 DUE TO AFFILIATED ENTITY 1620 3679 INVESTMENT MANAGEMENT FEES 7960 7960 0 PROFESSIONAL SERVICES 1174 0 1174 EXCISE TAX 823 0 823