2026-02-09T12:08:55-08:00 2025-12-31 150625503 Mostert Manzanero & Scott LLP 4 Associate Dr Oneonta NY 13820 990PF 2025-01-01 166054329 DEWAR FOUNDATION INC DEWA 6074322399 PO BOX 624 ONEONTA NY 13820 MICHAEL F GETMAN President 2026-02-09 true DEBORAH L MOSTERT P01213266 6074328700 2025 2025-03-06 01:10:19Z X 571448 X X 13 13 13 493280 493280 493280 336157 1938508 336157 473 829450 829450 493766 700 350 350 6750 3375 3375 47974 47974 15713 2520 2520 73657 51699 6245 670500 670500 744157 51699 676745 85293 777751 493766 439307 571448 571448 1777286 1821650 6675446 7361239 3339194 3519636 12231233 13273973 571448 0 X 12231233 13273973 12231233 13273973 12231233 13273973 12231233 85293 957447 13273973 13273973 388.93 Federated Hermes MDT P 2001-01-01 2025-06-05 26000 20621 5379 5379 763.359 Fidelity small cap index P 2001-01-01 2025-06-05 20000 12656 7344 7344 143.554 Columbia dividend income P 2001-01-01 2025-06-05 5000 4212 788 788 41.126 Vanguard institutional index P 2001-01-01 2025-06-05 20000 7278 12722 12722 440 Flexshare Mstar Glbl P 2001-01-01 2025-04-17 16255 17002 -747 -747 453.426 DFA EMERGING MKTS PORTFOLIO P 2001-01-01 2025-04-17 12705 11884 821 821 110.666 Federated Hermes MDT P 2001-01-01 2025-04-17 6080 5868 212 212 14.372 Vanguard institutional index P 2001-01-01 2025-04-17 6165 2543 3622 3622 452.33 JPMorgan Large cap P 2001-01-01 2025-04-17 31645 19093 12552 12552 19394.8 DODGE & COX INCOME FD P 2001-01-01 2025-04-17 242435 272228 -29793 -29793 1352.404 Fidelity emergin mkts P 2001-01-01 2025-04-17 14065 13646 419 419 15879.961 Fidelity US bond index P 2001-01-01 2025-04-17 164040 175632 -11592 -11592 246.175 JPMorgan Large cap P 2001-01-01 2025-09-03 21400 10391 11009 11009 19.137 Vanguard Inst fund P 2001-01-01 2025-09-03 10000 3387 6613 6613 1696.065 Fidelity small cap index P 2001-01-01 2025-09-03 50000 28121 21879 21879 330 Flexshares mstar glbl P 2001-01-01 2025-12-08 14900 12750 2150 2150 1779.36 DODGE & COX INCOME FD P 2001-01-01 2025-12-09 30000 19849 10151 10151 1044.386 cOLUMBIA DIVIDEND INCOME P 2001-01-01 2025-12-09 40000 28371 11629 11629 35.852 Vanguard Inst fund P 2001-01-01 2025-12-09 20000 6344 13656 13656 1009.146 Fidelity small cap index P 2001-01-01 2025-12-09 32000 16732 15268 15268 561.964 TRowe price mid-cap P 2001-01-01 2025-12-09 19000 19776 -776 -776 931.677 Fidelity small cap index P 2001-01-01 2025-12-11 30000 15447 14553 14553 50 CVS HEALTH P 2025-05-06 2024-07-05 3295 2822 473 473 600 AT & T P 2014-04-25 2025-04-03 17180 15738 1442 1442 1000 Borgwarner Inc P 2023-05-25 2025-04-03 27269 40821 -13552 -13552 200 CVS HEALTH P 2015-11-12 2025-05-06 13196 18672 -5476 -5476 100 CVS HEALTH P 2016-09-19 2025-05-06 6598 8951 -2353 -2353 100 CVS HEALTH P 2017-02-27 2025-05-06 6598 8141 -1543 -1543 100 CVS HEALTH P 2017-03-27 2025-05-06 6598 7851 -1253 -1253 100 CVS HEALTH P 2018-06-19 2025-05-06 6598 7087 -489 -489 150 CVS HEALTH P 2019-04-23 2025-05-06 9897 7981 1916 1916 75 CATERPILLAR INC P 2019-08-26 2025-12-18 42582 8558 34024 34024 255 corning P 2019-08-26 2025-12-18 22185 6949 15236 15236 926.269 AMERICAN FUNDS P 2018-07-23 2025-02-06 52733 50003 2730 2730 99.741 AMERICAN FUNDS P 2019-08-26 2025-02-06 5678 5000 678 678 137.579 american funds P 2020-03-05 2025-02-06 7832 7000 832 832 346.594 american funds P 2020-12-09 2025-02-06 19732 23001 -3269 -3269 2000 Flexshares global P 2020-12-29 2025-04-03 75882 64980 10902 10902 600 General mills P 2020-09-21 2025-06-27 30212 34409 -4197 -4197 85 illinois tool P 2018-07-23 2025-12-18 21374 11523 9851 9851 50 IBM P 1950-07-01 2025-06-27 14463 82 14381 14381 50 IBM P 1950-07-01 2025-12-18 15087 82 15005 15005 75 jpmorgan chase P 2014-10-17 2025-05-06 18787 4237 14550 14550 250 LAM RESEARCH P 2022-07-07 2025-12-18 41343 10410 30933 30933 75000 MORGAN STANLEY P 2023-08-16 2025-11-24 75000 75000 50000 NEXTERA ENERGY P 2023-02-09 2025-06-20 50000 49798 202 202 50000 Public svc elec P 2019-03-07 2025-05-15 50000 49735 265 265 300 Public svc elec P 2014-05-20 2025-04-03 24564 11102 13462 13462 50000 QUALCOMM INC P 2015-10-15 2025-05-20 50000 50000 75000 ROYAL BANK P 2022-03-09 2025-01-21 75000 75000 .5 soltice advanced P 2021-12-21 2025-11-05 24 24 49.5 soltice advanced P 2021-12-21 2025-11-21 2234 2350 -116 -116 17.5 soltice advanced P 2022-06-30 2025-11-21 790 712 78 78 50000 STANLEY BLACK & DECKER P 2023-05-24 2025-05-28 49063 48832 231 231 75000 truist bank charlotte P 2023-08-16 2025-11-03 75000 75000 250 TRAVELERS COMPANIES P 2017-08-30 2025-04-03 66243 30531 35712 35712 50 TRAVELERS COMPANIES P 2018-07-23 2025-04-03 13249 6210 7039 7039 900 US BANCORP COM P 2014-08-15 2025-04-03 35271 37084 -1813 -1813 300 US BANCORP COM P 2023-05-25 2025-04-03 11757 9167 2590 2590 400 WALMART P 2015-09-18 2025-05-06 39611 8482 31129 31129 245 WALMART P 2015-09-18 2025-06-27 23893 5195 18698 18698 336157 473 10811 10811 10811 11200 11200 389 389 false false false false false false false false true NY true false false false false true N/A MICHAEL GETMAN 6074322399 PO BOX 624 ONEONTA NY 13820 false false false false false false false false false false false false false false false false false false false false false false VINCENT FOTI PO BOX 624 ONEONTA NY 13820 Director 1.00 0 MICHAEL F GETMAN PO BOX 624 ONEONTA NY 13820 President 2.00 0 JOHN M PONTIUS PO BOX 624 ONEONTA NY 13820 Treasurer 2.00 0 NONE NONE GRANTS HAVE BEEN ISSUED TO VARIOUS LOCAL NOT-FOR-PROFITS FOR OPERATIONS AND SPECIFIC NEEDS; INCLUDING AMOUNTS TO THE LOCAL COLLEGES FOR SCHOLARSHIPS, TO THE LOCAL HOSPITAL FOR SPECIAL FUNDING NEEDS, TO ALMOST EVERY CHURCH IN THE COMMUNITY, AND TO THE CITY OF ONEONTA TOWARDS THE COST OF ACQUIRING A NEW AMBULANCE. SEE ATTACHED LISTING (PDF ATTACHMENT). 0 12671878 326872 0 12998750 0 12998750 194981 12803769 640188 640188 10811 10811 629377 629377 629377 676745 676745 629377 56690 56690 676745 0 629377 47368 104058 0 104058 56690 47368 THE DEWAR FOUNDATION PO BOX 624 ONEONTA NY 13820 6074322399 LETTER OF REQUEST STATING PURPOSE AND NEED NONE FOR ORGANIZATIONS IN THE GREATER ONEONTA, NEW YORK, AREA. SEE ATTACHED LISTING VARIOUS VARIOUS NY 13820 NONE PC FOR GENERAL OPERATIONS 670500 670500 14 13 14 493280 18 336157 829450 829450 false false false false false false false false false false Accounting fees 6250 3125 0 3125 Secretary stipend 500 250 0 250 CBNA EQUITIES 4083773 NBT FIXED INCOME 2185652 PRPFX 1091814 1821650 NBT STOCK REAL ESTATE AT COST 3519636 INSURANCE 1454 1454 NYS FILING FEE 750 750 OFFICE EXPENSES 316 316 PRIOR YEAR RETURNED CHECKS 9500 INVESTMENT FEES 47974 47974 0 0 FEDERAL EXCISE TAX 15713