2026-07-21T08:30:35-05:00 2025-12-31 394946450 BOWERS ADVISORS LLC 1120 COMMERCE PARK DRIVE EAST WATERTOWN NY 13601 990PF 2025-01-01 150533581 HENRY KEEP HOME C/O BOWERS & COMPANY CPAS HENR 3157887690 CO BOWERS COMPANY WATERTOWN NY 13601 KATHERINE COUCH TREASURER 3157887690 2026-07-20 1 KATHRYN PIDDOCK P01823852 3157887690 2026-07-20 2025 2025-03-06 01:10:19Z X 2666334 X 1829 X 27790 27790 27790 84633 580454 84633 0 102372 102372 102372 216624 214795 130162 0 0 0 0 1245 1245 1245 0 16918 16918 16918 42479 20122 42479 0 60642 38285 60642 0 111241 111241 171883 38285 60642 111241 44741 176510 69520 276349 105045 105045 603933 753354 753354 1569615 1707195 1707195 945583 854745 100685 90838 90838 11689 9902 9902 2562271 2666334 2666334 11689 9902 11689 9902 X 2550582 2656432 2550582 2656432 2562271 2666334 2550582 44741 61109 2656432 0 2656432 PUBLICLY TRADED SECURITIES 2024-03-25 2025-12-31 242976 248877 -5901 -5901 PUBLICLY TRADED SECURITIES 2013-03-13 2025-12-31 337419 246944 90475 90475 CAPITAL GAINS DIVIDENDS P 59 59 59 84633 -5901 X 1990-01-01 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 0 1 N/A THE FOUNDATION 3157887690 1120 COMMERCE PARK DRIVE EAST WATERTOWN NY 13601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAYN GRAVES C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 VICE-PRES. 0.50 0 0 0 LAURIE MCGRATH C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 SECRETARY 0.50 0 0 0 KATHERINE COUCH C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 PRESIDENT 0.50 0 0 0 JANE SPENCER C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 TREASURER 0.50 0 0 0 SHEILA BARNEY-PULLUS C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 DIRECTOR 0.50 0 0 0 ANNE WALLDROFF C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 DIRECTOR 0.50 0 0 0 DREW LAEMMERMANN C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 DIRECTOR 0.50 0 0 0 PAT SIGNOR C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 DIRECTOR 0.50 0 0 0 SCOTT SLATER C/O BOWERS COMPANY CPAS PLLC WATERTOWN NY 13601 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 HENRY KEEP ON THE SQUARE 26482 IVES HILL 26000 YMCA ACTIVITES COORDINATOR 16743 JEFFERSON COUNTY OFFICE FOR THE AGING 10013 0 1638405 869282 0 2507687 0 0 2507687 37615 2470072 123504 X 111241 0 111241 X 69520 91791 62374 60854 284539 59092 78022 53018 51726 241858 111241 69699 45658 70493 297091 0 0 0 0 0 111241 69699 45658 70493 297091 0 0 82336 76438 68849 69097 296720 0 0 0 0 X CENTRAL ASSOCIATION FOR THE BLIND AND VISUALLY IMPAIRED 507 KENT ST UTICA NY 13501 NC TO ASSIST THE BLIND AND VISUALLY IMPAIRED 10000 HENRY KEEP ON THE SQUARE 206 STATE STREET WATERTOWN NY 13601 NC TO ASSIST THE ELDERLY 26482 IVES HILL 1200 JEWELL DR WATERTOWN NY 13601 NC TO ASSIST THE ELDERLY 26000 JEFFERSON COUNTY OFFICE FOR THE AGING 250 ARSENAL ST SUITE 1 WATERTOWN NY 13601 NC TO ASSIST PARTIALLY DISABLED ELDERLY 10013 LIFELINE WASHINGTON ST WATERTOWN NY 13601 NC TO ASSIST PARTIALLY DISABLED ELDERLY 1683 MIRACLES BY THE ACRE 17025 COUNTY ROUTE 68 WATERTOWN NY 13601 NC PRODUCE PURCHASED THAT WAS DISTRIBUTED TO RESIDENTS OF HOUSING AUTHORITIES 4320 THE ARC JEFFERSON - ST LAWRENCE 380 GAFFNEY DR WATERTOWN NY 13601 NC TO ASSIST PARTIALLY DISABLED ELDERLY 10000 VOLUNTEER TRANSPORTATION CENTER 24685 STATE ROUTE 37 WATERTOWN NY 13601 NC TO ASSIST THE ELDERLY 6000 YMCA ACTIVITIES COORDIN 146 ARSENAL WATERTOWN NY 13601 NC COORDINATE ACTIVITIES FOR THE ELDERLY 16743 111241 0 14 27790 15 280 18 84633 ELDERLY HOUSING CARE 16 102092 0 214795 0 214795 0 0 0 0 0 0 0 0 0 0 EQUITIES 1707195 1707195 TENANT SECURITY DEPOSITS 11689 9902 9902 PROFESSIONAL FEES 12945 0 12945 0 INVESTMENT FEES 20122 20122 20122 0 CONSULTANT 7242 0 7242 0 MISCELLANEOUS 2170 0 2170 0 TEXAS PETROLEUM 280 280 280 ELDERLY HOUSING CARE 102092 102092 102092 UNREALIZED NET GAIN (LOSS) 61109 TENANT SECURITY DEPOSITS 11689 9902 FOREIGN TAX 1245 1245 1245 0