2026-03-10T13:44:46-05:00 2025-12-31 Cerity Partners 4 Tower Pl Ste 1001 Albany NY 122033721 990PF 2025-01-01 205970193 Longwell Family Foundation % CERITY PARTNERS LLC LONG 5182185394 c/o Cerity4 TOWER PL Suite 1001 ALBANY NY 12203 HARRY LONGWELL Officer 5182185394 2026-03-10 true Shelly Stone P00291143 5186416860 2026-03-10 2025 2025-03-06 01:10:19Z X 3524707 X 1250115 9 9 126640 126640 2332252 2729517 2332252 3709016 2458901 0 32500 32500 0 0 3450855 3450855 3483355 0 3450855 225661 2458901 0 102640 92963 92963 536304 250921 3431744 638944 343884 3524707 0 0 X 638944 343884 638944 343884 638944 343884 638944 225661 486575 1351180 1007296 343884 6/16 131.500 SHS XOM D 2020-09-10 2025-06-16 14853 5100 9753 9753 1/24 70 SHS VUG D 2017-07-25 2025-01-24 29736 9199 20537 20537 1/24 129.426 SHS VUG D 2017-07-25 2025-01-24 54980 17008 37972 37972 1/24 0.426 SHS VUG D 2017-09-05 2025-01-24 181 56 125 125 1/24 55.574 SHS VUG D 2017-09-05 2025-01-24 23608 7319 16289 16289 7/22 150.466 SHS VUG D 2017-11-30 2025-07-22 67323 21038 46285 46285 7/22 3.373 SHS VUG D 2017-12-27 2025-07-22 1509 475 1034 1034 7/22 55.935 SHS VUG D 2017-12-27 2025-07-22 25027 7876 17151 17151 7/22 2.551 SHS VUG D 2018-03-27 2025-07-22 1141 361 780 780 7/22 42.295 SHS VUG D 2018-03-27 2025-07-22 18924 5978 12946 12946 7/22 189.380 SHS VUG D 2020-03-16 2025-07-22 84734 27878 56856 56856 9/24 209.000 SHS VUG D 2020-03-16 2025-09-24 99443 30766 68677 68677 10/23 104.000 SHS VUG D 2020-03-16 2025-10-23 50372 15310 35062 35062 10/24 2.816 SHS VUG D 2018-06-27 2025-10-24 1377 422 955 955 10/24 22.564 SHS VUG D 2018-06-27 2025-10-24 11030 3380 7650 7650 10/24 79.620 SHS VUG D 2020-03-16 2025-10-24 38921 11721 27200 27200 02/05 1,293.587 SHS XOM D 2009-10-15 2025-02-05 141599 19404 122195 122195 02/05 77.413 SHS XOM D 2010-05-21 2025-02-05 8474 4584 3890 3890 02/11 120.587 SHS XOM D 2009-10-15 2025-02-11 13500 1688 11812 11812 02/11 313.000 SHS XOM D 2009-10-15 2025-02-11 35041 4695 30346 30346 02/11 905.413 SHS XOM D 2009-10-15 2025-02-11 101363 13581 87782 87782 03/12 910.000 SHS XOM D 2009-10-15 2025-03-12 100054 12740 87314 87314 03/17 1,328.000 SHS XOM D 2009-10-15 2025-03-17 150007 18592 131415 131415 03/17 397.413 SHS XOM D 2009-10-15 2025-03-17 45379 5564 39815 39815 03/17 478.587 SHS XOM D 2009-10-15 2025-03-17 54648 5264 49384 49384 03/20 866.000 SHS XOM D 2009-10-15 2025-03-20 100089 9526 90563 90563 03/27 851.000 SHS XOM D 2009-10-15 2025-03-27 100043 9361 90682 90682 03/31 359.000 SHS XOM D 2009-10-15 2025-03-31 42635 3949 38686 38686 03/31 482.000 SHS XOM D 2009-10-15 2025-03-31 57242 5302 51940 51940 04/28 442.000 SHS XOM D 2009-10-15 2025-04-28 48073 4862 43211 43211 04/28 477.000 SHS XOM D 2009-10-15 2025-04-28 51879 5247 46632 46632 05/13 910.000 SHS XOM D 2009-10-15 2025-05-13 100057 10010 90047 90047 06/11 927.000 SHS XOM D 2009-10-15 2025-06-11 100072 2781 97291 97291 06/16 754.500 SHS XOM D 2009-10-15 2025-06-16 85223 8300 76923 76923 06/17 362.087 SHS XOM D 2009-10-15 2025-06-17 41317 3621 37696 37696 06/17 515.913 SHS XOM D 2009-10-15 2025-06-17 58870 5675 53195 53195 06/23 859.000 SHS XOM D 2009-10-15 2025-06-23 100187 8590 91597 91597 07/09 78.000 SHS XOM D 2009-10-15 2025-07-09 8898 936 7962 7962 07/09 95.000 SHS XOM D 2009-10-15 2025-07-09 10837 1425 9412 9412 07/09 176.000 SHS XOM D 2009-10-15 2025-07-09 20077 2288 17789 17789 07/09 529.000 SHS XOM D 2009-10-15 2025-07-09 60345 7406 52939 52939 08/26 10.000 SHS XOM D 2009-10-15 2025-08-26 1111 120 991 991 08/26 187.913 SHS XOM D 2009-10-15 2025-08-26 20881 1879 19002 19002 08/26 280.500 SHS XOM D 2009-10-15 2025-08-26 31170 2244 28926 28926 08/26 422.587 SHS XOM D 2009-10-15 2025-08-26 46959 1690 45269 45269 08/29 878.000 SHS XOM D 2009-10-15 2025-08-29 100050 3512 96538 96538 10/22 436.000 SHS XOM D 2009-10-15 2025-10-22 50040 1744 48296 48296 10/22 440.000 SHS XOM D 2009-10-15 2025-10-22 50081 1760 48321 48321 10/23 93.000 SHS XOM D 2009-10-15 2025-10-23 10849 1581 9268 9268 10/23 337.000 SHS XOM D 2009-10-15 2025-10-23 39313 6740 32573 32573 11/11 144.000 SHS XOM D 2009-10-15 2025-11-11 17273 2448 14825 14825 11/11 856.000 SHS XOM D 2009-10-15 2025-11-11 102680 17120 85560 85560 12/09 87.000 SHS XOM D 2009-10-15 2025-12-09 10436 1740 8696 8696 12/09 276.000 SHS XOM D 2009-10-15 2025-12-09 33108 5519 27589 27589 12/09 471.000 SHS XOM D 2009-10-15 2025-12-09 56498 9890 46608 46608 2332252 34179 34179 34179 33888 0 33888 291 0 false false false false false false false true true TX true false false false false true CERITY PARTNERS LLC 5182185394 4 TOWER PLACE SUITE 1001 Albany NY 12203 false false false false false false false false false false false false false false false false false false false false false false HARRY LONGWELL C/O Cerity Partners 4 Tower Pl Ste 1001 Albany NY 12203 Officer 0 0 0 0 NORMA LONGWELL C/O Cerity Partners 4 Tower Pl Ste 1001 Albany NY 12203 officer 0 0 0 0 Harry John Longwell III C/O Cerity Partners 4 Tower Pl Ste 1001 Albany NY 12203 officer 0 0 0 0 Paxton John Longwell C/O Cerity Partners 4 Tower Pl Ste 1001 Albany NY 12203 officer 0 0 0 0 Garett John Longwell C/O Cerity Partners 4 Tower Pl Ste 1001 Albany NY 12203 officer 0 0 0 0 Brent John Longwell C/O Cerity Partners 4 Tower Pl Ste 1001 Albany NY 12203 officer 0 0 0 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). NONE 4000128 91476 0 4091604 0 4091604 61374 4030230 201512 201512 34179 34179 167333 167333 167333 3450855 0 0 0 0 3450855 167333 0 2023 2022 2021 0 492874 279991 315119 1651480 3247081 5986545 3450855 0 167333 3283522 9270067 0 0 0 0 492874 8777193 279991 315119 1651480 3247081 3283522 HARRY NORMA LONGWELL X See Attached List C/O CERITY PARTNERS 4 Tower Pl Ste 1001 Albany NY 12203 none PC General Charitable Purposes 2951350 See Attached List Non Cash C/O CERITY PARTNERS 4 Tower Pl Ste 1001 Albany NY 12203 none PC General Charitable Purposes 499505 3450855 14 9 14 126640 18 2332252 2458901 2458901 false false false false false false false false false false X X 1 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste ALBANY NY 12203 100232 X 2 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste ALBANY NY 12203 100110 X 3 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 100038 X 4 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 198689 X 5 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 99849 X 6 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 100083 X 7 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 101017 X 8 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 49936 X 9 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 100111 X 10 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 100050 X 11 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 99836 X 12 HARRY NORMA LONGWELL C/O Cerity Partners4 Tower Pl Ste Albany NY 12203 100166 X 1 869 SHARES XOM 100232 2025-03-20 2 897 SHARES XOM 100110 2025-06-13 3 888 SHARES XOM 100038 2025-07-08 4 444 SHARES VUG 198689 2025-07-22 5 209 SHARES VUG 99849 2025-09-24 6 862 SHARES XOM 100083 2025-10-23 7 209 SHARES VUG 101017 2025-10-23 8 102 SHARES VUG 49936 2025-10-24 9 856 SHARES XOM 100111 2025-11-10 10 835 SHARES XOM 100050 2025-11-11 11 849 SHARES XOM 99836 2025-12-05 12 844 SHARES XOM 100166 2025-12-09 NONE INVESTMENTS 250921 3431744 APPRECIATION OVER DONOR'S COST OF STOCKS 1045844 SHARE BASIS ADJUSTMENT -38548 tax refund APPRECIATION IN SHARES GIFTED TO CHARITY 486575 PRIOR PERIOD ADJUSTMENT 0 CURRENT PERIOD ADJUSTMENT 0 Q4 ESTIMATED TAX PAYMENT PRIOR YEAR TAX DUE ESTIMATED TAX PAYMENTS 32500