2026-05-27T15:08:12-04:00 2025-12-31 MERCK & SHUMEN CPAS 101 GREEN ST PO BOX 3537 KINGSTON NY 12402 990PF 2025-01-01 146018200 BENTLEY FUND C/O CAROL ADAMS % CAROL ADAMS BENT 6073264442 223 CREAMERY HILL ROAD ROXBURY NY 12474 CAROL ADAMS DIRECTOR 6073264442 2026-05-12 true DONALD L SHUMEN III CPA P01228087 8453319667 2025 2025-03-06 01:10:19Z X 1718050 X 0 X 37147 37147 233687 233687 233687 270834 270834 15531 7766 7765 2080 0 0 2080 1823 1573 250 19434 9339 0 10095 72952 72952 92386 9339 0 83047 178448 261495 0 2679 1870 1870 1965 1965 1965 52481 346314 346314 1123577 1006858 1335210 32691 32691 32691 32691 1211428 1389698 1718050 0 0 X 1211428 1389698 1211428 1389698 1211428 1389698 1211428 178448 1389876 178 1389698 200 SHS CARLYLE GROUP INC 2020-01-01 2025-04-08 7268 6416 852 852 1500 SHS FIDELITY MSCI ENERGY 2020-01-01 2025-04-08 31925 12528 19397 19397 250 SHS INVESCO QQQ TRUST 2020-01-01 2025-04-08 105915 52506 53409 53409 200 SHS ISHARES GLOBAL TECH 2020-01-01 2025-04-08 13542 14562 -1020 -1020 600 SHS ISHARES RUSSELL 1000 2020-01-01 2025-04-08 164637 113120 51517 51517 225 SHS ISHARES RUSSELL 2000 2020-01-01 2025-04-08 40848 34725 6123 6123 800 SHS SCHWAB US LARGE CAP GRW 2020-01-01 2025-04-08 17967 15087 2880 2880 500 SHS SHELL PLC 2020-01-01 2025-04-08 30994 29366 1628 1628 600 SHS SPDR DOW JONES INDUSTRIAL 2020-01-01 2025-04-08 226168 181742 44426 44426 480 SHS SPDR S&P MIDCAP 400 2020-01-01 2025-04-08 231046 213833 17213 17213 225 SHS SPDR S&P 500 2020-01-01 2025-04-08 113359 76097 37262 37262 233687 3635 3635 3635 280 0 3282 3562 73 false false false false false false false true true NY true false false false false true N/A CAROL ADAMS 6073264442 223 CREAMERY HILL ROAD ROXBURY NY 12474 false false false false false false false false false false false false false false false false false false false false CAROL ADAMS 223 CREAMERY HILL ROAD ROXBURY NY 12474 DIRECTOR 3.0 500 0 0 JON ADAMS 223 CREAMERY HILL ROAD ROXBURY NY 12474 DIRECTOR 1.0 0 0 0 DANIEL ADAMS 223 CREAMERY HILL ROAD ROXBURY NY 12474 DIRECTOR 1.0 8827 0 0 JESSE HOLDEN CAFIERO 223 CREAMERY HILL ROAD ROXBURY NY 12474 DIRECTOR 1.0 6204 0 0 PROVIDE FINANCIAL SUPPORT TO SCHOOLS AND EDUCATIONAL INSTITUTIONS FOR THE PURPOSE OF FOSTERING IMPROVEMENTS IN COMMUNICATIONS THROUGH COMPUTERS AND OTHER MEANS. 72952 1217513 463464 0 1680977 0 1680977 25215 1655762 82788 82788 3635 3635 79153 79153 79153 83047 0 0 0 0 83047 79153 71789 2023 2022 2021 83047 71789 11258 0 0 67895 0 0 NONE NONE X AFS INTERNATIONAL 5 HANOVER SQUARE NEW YORK NE 10004 NONE PC GENERAL SUPPORT 1020 ALFRED UNIVERSITY 1 SAXON DRIVE ALFRED NY 14802 NONE PC GENERAL SUPPORT 1099 ANTIOCH COLLEGE ONE MORGAN PLACE YELLOW SPRINGS OH 45387 NONE PC GENERAL SUPPORT 1096 BENNINGTON COLLEGE ONE COLLEGE DRIVE BENNINGTON VT 05201 NONE PC GENERAL SUPPORT 1008 CAL STATE - JEAN B POETRY 5151 STATE UNIV DR LOS ANGELES CA 90032 NONE PC GENERAL SUPPORT 1065 CARNEGIE MELLON 5000 FORBES AVE PITTSBURGH PA 15213 NONE PC GENERAL SUPPORT 1065 CLARK UNIVERSITY 950 MAIN STREET WORCESTER MA 01610 NONE PC GENERAL SUPPORT 1092 COBLESKILL AGRIC SCHOLAR 106 SUFFOLK CIRCLE COBLESKILL NY 12043 NONE PC GENERAL SUPPORT 4300 COLBY SAWYER 541 MAIN STREET NEW LONDON NH 03257 NONE PC GENERAL SUPPORT 1064 COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 NONE PC GENERAL SUPPORT 1065 COLUMBIA GREENE HUMANE SOCIETY 125 HUMANE SOCIETY ROAD HUDSON NY 12534 NONE PC GENERAL SUPPORT 6500 COLUMBIA HIGH SCHOOL 58 HEALY PLACE MAPLEWOOD NJ 07040 NONE PC GENERAL SUPPORT 2100 CONNECTICUT COLLEGE 270 MOHEGAN AVENUE NEW LONDON CT 06320 NONE PC GENERAL SUPPORT 1006 DCC FOUNDATION AER 53 PENDELL ROAD POUGHKEEPSIE NY 12601 NONE PC GENERAL SUPPORT 2100 DCC MUSICLINK 53 PENDELL RD POUGHKEEPSIE NY 12601 NONE PC GENERAL SUPPORT 2200 EVERGREEN CEMETERY PO BOX 296 PINE PLAINS NE 12567 NONE PC GENERAL SUPPORT 1000 GEORGE WASHINGTON LAW SCHOOL 2000 H ST NW WASHINGTON DC 20052 NONE PC GENERAL SUPPORT 2068 HOLDERNESS SCHOOL CHAPEL LANE PLYMOUTH NH 03264 NONE PC GENERAL SUPPORT 1095 INDIAN MOUNTAIN SCHOOL 211 INDIAN MTN ROAD LAKEVILLE CT 06031 NONE PC GENERAL SUPPORT 2400 LAST POST ANIMAL SANCTUARY PO BOX 259 FALLS VILLAGE CT 06031 NONE PC GENERAL SUPPORT 2020 LITTLE FALLS YMCA 15 JACKSON STREET LITTLE FALLS NY 13365 NONE PC GENERAL SUPPORT 1030 MAPLEWOOD FOUNDATION PO BOX 433 MAPLEWOOD NJ 07040 NONE PC GENERAL SUPPORT 1100 MARIST PSYCHOLOGY DEPARTMENT 3399 NORTH ROAD POUGHKEEPSIE NY 12601 NONE PC GENERAL SUPPORT 1095 MERRYMAC FARM SANCTUARY 490 LIME KILN ROAD CHARLOTTE VT 05445 NONE PC GENERAL SUPPORT 1300 MILLBROOK SCHOOL 131 MILLBROOK SCHOOL RD MILLBROOK NY 12545 NONE PC GENERAL SUPPORT 2400 NEW PINE PLAINS HERALD PO BOX 1038 PINE PLAINS NY 12567 NONE PC GENERAL SUPPORT 1000 NO FARM VT PO BOX 697 RICHMOND VT 05477 NONE PC GENERAL SUPPORT 3300 OBERLIN CONSERVATORY 39 W COLLEGE ST OBERLIN OH 44074 NONE PC GENERAL SUPPORT 3200 OCCIDENTAL COLLEGE 1600 CAMPUS ROAD LOS ANGELES CA 90041 NONE PC GENERAL SUPPORT 2261 OPEN DOORS ENGLISH 315 N CAYUGA ST 3RD FLOOR ITHACA NY 14850 NONE PC GENERAL SUPPORT 1400 OUTRIGHT YOUTH VT PO BOX 5235 BURLINGTON VT 05401 NONE PC GENERAL SUPPORT 1300 PEAR YOUTH MENTORING 338 NW 6TH AVENUE PORTLAND OR 97207 NONE PC GENERAL SUPPORT 2200 PINE PLAINS FIRE DEPT LAKE ROAD PINE PLAINS NY 12567 NONE PC GENERAL SUPPORT 1000 PINE PLAINS PRESBY CHRUCH PO BOX 313 PINE PLAINS NY 12567 NONE PC GENERAL SUPPORT 1000 PROMISE WORLD WIDE 828 TALBOT DR MORGAN HILL CA 95037 NONE PC GENERAL SUPPORT 2200 REED COLLEGE 3203 SE WOODSTOCK BLVD PORTLAND OR 97202 NONE PC GENERAL SUPPORT 1004 ROXBURY FIRE AND RESCUE PO BOX 514 ROXBURY NY 12474 NONE PC GENERAL SUPPORT 1000 ROXBURY PUBLIC LIBRARY 53742 NY-30 ROXBURY NE 12474 NONE PC GENERAL SUPPORT 2200 SHELBURNE FARM 1611 HARBOR ROAD SHELBURNE VT 05482 NONE PC GENERAL SUPPORT 1300 SUFFIELD ACADEMY 185 N MAIN STREET SUFFIELD CT 06078 NONE PC GENERAL SUPPORT 2001 TEATOWN LAKE RESERVE 1600 SPRING VALLEY ROAD OSSINING NY 10562 NONE PC GENERAL SUPPORT 2200 UNIVERSITY OF CHICAGO 5235 S HARPER CT STE 450 CHICAGO IL 60615 NONE PC GENERAL SUPPORT 1098 72952 14 37147 18 233687 270834 270834 false false false false false false false false false false TAX PREPARATION FEES 2080 2080 500 SHS ROYAL DUTCH SHELL PLC 12500 SHS SPARK NEW ZEALAND 13121 16408 545 SHS SPDR DJI AVERAGE 185185 261911 500 SHS SPDR S&P 500 369238 477344 225 SHS ISHARES RUSSELL 2000 480 SHS SPDR S & P MIDCAP 400 525 SHS INVESTCO QQQ TRUST 215242 322513 560 SHS RUSSELL 1000 ETF 189978 209126 1500 SHS FIDELITY MSCI ENERGY 500 SHS SAMSARA, INC. 10730 17725 800 SHS SCHWAB US LARGE CAP GR 300 SHS CARLYLE GROUP, INC 9624 17733 500 SHS PFIZER, INC. 13740 12450 200 SHS ISHARES GLOBAL TECH 346314 346314 FEDERAL ESTIMATED TAX PAYMENTS 178 NYS CHARITIES BUREAU FEE 250 250 REAL ESTATE TAXES 1270 1270 FOREIGN TAXES 303 303