2026-06-23T15:08:59-05:00 2025-12-31 010463013 Purdy Powers & Company 130 Middle Street Portland ME 04101 990PF 2025-01-01 136071888 Thomas F Staley Foundation C/O Diane S Bernard THOM 6105091025 520 Frutchey Hill Road Easton PA 18040 Diane Bernard Secretary 6105091025 2026-06-23 1 Derek K Markgren CPA MST P01284874 2077753496 2026-06-23 2025 2025-03-06 01:10:19Z X 9860257 X X 122985 122985 35883 304828 1269058 304828 427813 427813 35883 0 0 0 0 240 120 0 120 7280 3640 0 3640 19416 19416 0 0 9409 2937 0 0 6963 1857 0 5106 43308 27970 0 8866 378000 378000 421308 27970 0 386866 6505 399843 35883 6426 168482 168482 360481 361350 361350 2097490 2107664 7886662 1295797 1236908 1351800 170126 57800 74656 2724 2724 12686 17307 17307 3943006 3949511 9860257 0 0 X 3943006 3949511 3943006 3949511 3943006 3949511 3943006 6505 0 3949511 0 3949511 Long Term Transactions P 899270 655216 244054 244054 Short Term Transactions P 307857 309014 -1157 -1157 Capital Gains Dividends P 61931 61931 61931 304828 -1157 5558 0 5558 0 5558 6800 0 0 0 6800 0 1242 1242 0 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A Thomas F Staley Foundation 6105091025 520 Frutchey Hill Road Easton PA 18040 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Diane Bernard 520 Frutchey Hill Rd Easton PA 18040 Secretary 1.00 0 0 0 Susan Canada 3 Bahia Villa Dr Boynton Beach FL 33436 Trustee 1.00 0 0 0 Stuart Staley 17 McLaughlin Dr Mahopac NY 10541 President 1.00 0 0 0 Sally Wichert 545 S Prospect St 24 Burlington VT 05401 Trustee 1.00 0 0 0 David H Bruce 1228 King St Unit 9 Greenwich CT 06831 Trustee 1.00 0 0 0 Carolyn Bruce Long 393 South Main St Cohasset MA 02025 Trustee 1.00 0 0 0 Jonathan Emmett Staley Esq 194 Oakwood Dr Yarmouth ME 04096 Trustee 1.00 0 0 0 Owen Staley 18 Beechwood Terrace West Orange NJ 07052 Trustee 1.00 0 0 0 Susan Staley 1078 North Rd North Yarmouth ME 04097 Trustee 1.00 0 0 0 James Staley 17 McLaughlin Dr Mahopac NY 10541 Junior Trustee 1.00 0 0 0 Gillis Bernard 520 Frutchey Hill Rd Easton PA 18040 Junior Trustee 1.00 0 0 0 John Logan Bernard 520 Frutchey Hill Rd Easton PA 18040 Junior Trustee 1.00 0 0 0 Nathan Bernard 520 Frutchey Hill Rd Easton PA 18040 Junior Trustee 1.00 0 0 0 NONE 0 NONE 0 0 8760523 496807 0 9257330 0 0 9257330 138860 9118470 455924 455924 5558 5558 450366 0 450366 0 450366 386866 0 386866 450366 377353 0 0 386866 377353 0 0 9513 0 0 0 0 0 0 0 0 440853 0 0 0 X ALS United Greater New York 42 Broadway Suite 1724 New York NY 10004 NC General Contribution 5000 Astraea Lesbian Foundation for Justice 116 E 16th St Fl 7 New York NY 10003 NC General Contribution 2300 Bound for College Inc 1686 S Federal Highway 297 Delray Beach FL 33483 NC General Contribution 1000 Boys & Girls Club of Greenwich 4 Horseneck Ln Greenwich CT 06830 NC General Contribution 1000 Bronx Lacrosse 1 Manhattanville Rd Purchase NY 10577 NC General Contribution 10000 Camp Dudley Inc 126 Camp Dudley Rd Westport NY 12993 NC General Contribution 6000 Capital Area Food Bank 4900 Puerto Rico Ave Washington DC 20017 NC General Contribution 11000 Center for Reproductive Rights 199 Water St 22nd Fl New York NY 10038 NC General Contribution 10000 Charity Water 230 Franklin Road Suite 11-II Franklin TN 37064 NC General Contribution 2300 Easton Area Community Center 901 Washington Street Easton PA 18042 NC General Contribution 1000 Everytown for Gun Safety Support Fund PO Box 3886 New York NY 10163 NC General Contribution 5000 Food Bank of the Hudson Valley 195 Hudson Street CornwallonHudson NY 12520 NC General Contribution 5000 Freedom in Creation 3220 Dye Drive Falls Church VA 22043 NC General Contribution 2000 Global Outreach International PO Box 1 Tupelo MS 38802 NC General Contribution 20000 Good Shephard Food Bank of Maine PO Box 1807 Auburn ME 04211 NC General Contribution 26200 Greater Waterville Area Food Bank 61 Pleasant Street Waterville ME 04901 NC General Contribution 6000 Green Chimneys 400 Doansburg Rd Brewster NY 10509 NC General Contribution 2000 Haggai Institute 4725 Peachtree Corners Circle Ste 200 Peachtree Corners GA 30092 NC General Contribution 1000 Harlem Lacrosse 8 West 126th Street 3rd Floor New York NY 10027 NC General Contribution 10000 Help Hope Live 100 Matsonford Rd Suite 100 Radnor PA 19087 NC General Contribution 5000 Herbal Hummingbird Hub 219 Mill Street Rockport ME 04856 NC General Contribution 5000 Holy Nativity Episcopal Church 615 Mallery St St Simons Island GA 31522 NC General Contribution 7500 Hope Squad Maine PO Box 7454 Ocean Park ME 04063 NC General Contribution 5000 Hunger Project 110 West 30th Street 6th Floor New York NY 10001 NC General Contribution 2300 Immigrant Legal Advocacy Project PO Box 17917 Portland ME 04112 NC General Contribution 2300 Katonah Presbyterian Church 31 Bedford Rd Katonah NY 10536 NC General Contribution 5000 Kids In Crisis One Salem Street Cos Cob CT 06807 NC General Contribution 3000 Lake George Association PO Box 408 Lake George NY 12845 NC General Contribution 5000 League of American Wheelman 1612 K St NW Ste 1102 Washington DC 20006 NC General Contribution 1000 Maine Farmland Trust 97 Main Street Belfast ME 04915 NC General Contribution 7000 Maine Public 63 Texas Ave Bangor ME 04401 NC General Contribution 17000 Maine Public Broadcasting Corporation 1450 Lisbon St Lewiston ME 04240 NC General Contribution 4000 Mid-Maine Homeless Shelter & Services 19 Colby St Waterville MA 04901 NC General Contribution 2300 Milagro Foundation 495 Auburn Avenue Delray Beach FL 33444 NC General Contribution 2000 Moravian Academy 7 E Market St Bethlehem PA 18018 NC General Contribution 1000 National Audubon Society 225 Varick St 7th Fl New York NY 10014 NC General Contribution 7000 National Trust for Local News 405 Waltham St 319 Lexington MA 02421 NC General Contribution 500 Nat'l Institute for Reproductive Health 14 Wall St Ste 3B New York NY 10005 NC General Contribution 1000 One Family Inc 50 Milk St 16th Fl Boston MA 02109 NC General Contribution 10000 Open Space Institute 1350 Broadway Ste 201 New York NY 10018 NC General Contribution 7500 Preble Street 55 Portland Street Portland ME 04101 NC General Contribution 4000 Prevent Child Abuse - New Jersey 825 Georges Road 3rd Fl Ste 2 New Brunswick NJ 08902 NC General Contribution 10000 Project of Easton Inc 320 Ferry Street Easton PA 18042 NC General Contribution 10000 Putnam Community Action Partnership 121 Main Street Brewster NY 10509 NC General Contribution 5000 Raymond Waterways Protective Association PO Box 1243 Raymond ME 04071 NC General Contribution 500 Rivers Way 1227 Volunteer Pkwy Suite 520 Bristol TN 37620 NC General Contribution 5000 Ronald McDonald House Charities 16 S Winooski Ave Burlington VT 05401 NC General Contribution 16500 Ronald McDonald House Charities of the Capital Region 139 South Lake Avenue Albany NY 12208 NC General Contribution 3000 Royal River Community Players PO Box 602 Yarmouth ME 04096 NC General Contribution 1000 Royal River Conservation Trust PO Box 90 Yarmouth ME 04096 NC General Contribution 1000 South Hero Congregational Church PO Box 99 South Hero VT 05486 NC General Contribution 3500 Sponsors for Educational Opportunity 55 Exchange Pl 601 New York NY 10005 NC General Contribution 5000 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 NC General Contribution 3000 Surfrider Foundation PO Box 73550 San Clemente CA 92673 NC General Contribution 1500 The Locker Project PO Box 3134 Portland ME 04104 NC General Contribution 8000 The Salvation Army 65 S Park Street Bangor ME 04401 NC General Contribution 7000 The Salvation Army - Easton 1110 Northampton Street Easton PA 18042 NC General Contribution 5000 The Salvation Army of the Lehigh Valley 344 N 7th Street Allentown PA 18102 NC General Contribution 8000 The Trustees of Reservations 200 High St Boston MA 02110 NC General Contribution 5000 Thompson Island Outward Bound PO Box 127 Boston MA 02127 NC General Contribution 5000 United Way of the Greater Lehigh Valley 1110 American Parkway NE Ste F-120 Allentown PA 18109 NC General Contribution 12000 University of Vermont Foundation 411 Main St Burlington VT 05401 NC General Contribution 7500 WDIY 301 Broadway 3rd Fl Bethlehem PA 18015 NC General Contribution 500 WHYY Radio 150 N 6th St Philadelphia PA 19106 NC General Contribution 500 Wildlife Conservation Society 2300 Southern Blvd Bronx NY 10460 NC General Contribution 2300 Winslow Community Cupboard 12 Lithgow Street Winslow ME 04901 NC General Contribution 1000 World Central Kitchen Inc PO Box 96538 Washington DC 20090 NC General Contribution 20000 378000 0 14 122985 18 304828 0 427813 0 427813 7 The Foundation received a K-1 from ALliance Bernstein Holding LP. The Foundation reported the income from the partnership on page 12, Part XVI-A, Line 7. 0 0 0 0 0 0 0 0 0 0 Accounting Fees 7280 3640 0 3640 Corporate Bonds 1236908 1351800 Corporate Stock 2107664 7886662 Insured Sweep AT COST 33098 33098 Ending Capital per K-1 AT COST 24702 41558 Legal Fees 240 120 0 120 Security Deposit 1375 1375 1375 Accrued Interest 9511 9132 9132 Prepaid Taxes 1800 6800 6800 General Expense 4856 0 0 4856 NYS Filing Fee 250 0 0 250 PTP Expense 1857 1857 0 0 Investment Fees 19416 19416 0 0 Foreign Tax 2937 2937 0 0 Federal Excise Tax 6472 0 0 0