2026-09-02T10:58:13-07:00 2025-12-31 141595419 Timothy J Sweeney CPA 5075 State Route 10 Cobleskill NY 12043 990PF 2025-01-01 223211041 DEAN M GRAHAM FOUNDATION DEAN 5182347516 C/O SWEENEY 5075 STATE RT 10 COBLESKILL NY 120437301 TIMOTHY J SWEENEY TRUSTEE 5182347516 2026-08-29 TIMOTHY J SWEENEY P00152415 5182347516 2026-09-02 X 2025 X 899455 X 20206 535 535 22622 20238 35108 96952 45706 0 660 43 79131 66522 3175 318 0 1700 170 460 0 8 0 988 0 111 11 5923 4759 12365 5258 0 42317 42317 54682 5258 42317 24449 61264 56226 13692 13692 21016 38049 38049 0 0 442 0 0 54982 100549 100561 397378 413288 747153 0 0 0 0 0 0 530044 565578 899455 0 0 0 0 0 X 530044 565578 530044 565578 530044 565578 530044 24449 11085 565578 565578 PUBLICITY TRADED WELLS FARGO 1099 3 ITEMS P 2018-08-29 2025-11-13 18324 0 4658 13666 0 0 0 13666 PUBLICITY TRADED WELLS FARGO 1099 2 ITEMS P 2023-12-12 2025-12-09 45000 0 44986 14 0 0 0 14 VANGUARD GROWTH ETF WELLS FARGO 15 SHARES D 2008-12-18 2025-11-13 7238 0 338 6900 0 0 0 6900 VANGUARD VALUE ETF WELLS FARGO 30 SHARES D 2008-12-19 2025-11-13 5632 0 1227 4405 0 0 0 4405 JOHNSON CONTROLS WELLS FARGO 45 SHARES D 2002-11-28 2025-11-13 5421 0 17 5404 0 0 0 5404 TE CONN PLC WELLS FARGO 65 SHARES D 2002-11-28 2025-11-13 15338 0 21 15317 0 0 0 15317 45706 852 0 852 0 852 0 0 0 X 40 892 0 false false false false false false false true true NY true false false false false true NONE TIMOTHY J SWEENEY 5182347516 5075 STATE ROUTE 10 COBLESKILL NY 120437301 false false false false true false false false X false false false false false false false false false true false X false false false false TIMOTHY J SWEENEY CPA 5075 STATE RT 10 COBLESKILL NY 12043 TRUSTEE 7.00 4300 0 111 GERALDINE F SWEENEY 5075 STATE ROUTE 10 COBLESKILL NY 12043 TRUSTEE 1.00 575 0 0 NONE 0 NONE 0 GIFTS TO 3 LOCAL SCHOOL DISTRICTS 2750 GIFTS TO 4 UNIVERSITIES 20800 GIFTS TO 9 NATIONAL MEDICAL RESEARCH ORGANIZATIONS 7200 GIFTS TO 6 SCIENCE/EDUCATIONAL MUSEUMS $4567 GIFTS FOR DISASTER RELIEF $7,000 11567 NONE 0 0 827336 18590 0 845926 0 0 845926 12689 833237 41662 41662 852 0 852 40810 0 40810 40810 42317 0 0 0 0 42317 40810 36388 2021 2022 2023 0 0 0 0 0 0 0 42317 36388 0 0 5929 0 0 0 0 0 0 0 0 34881 0 0 0 0 0 0 0 0 NONE NONE TIMOTHY J SWEENEY 5075 STATE ROUTE 10 COBLESKILL NY 12043 5182347516 NO STANDARD APPLICATION NONE CONDUCT,PROMOTE,DEVELOPE,SUPPORT SCIENCE ACCRF PO BOX 442 NEEDHAM MA 02494 PC RESEARCH 1000 COMMUNITY LIBRARY UNION ST COBLESKILL NY 12043 PC EDUCATION 817 AMERICAN HEART ASSOC PO BOX 78851 PHOENIX AZ 85062 PC RESEARCH 750 AMERICAN RED CROSS 2025 E STREET NW WASHINGTON DC 20006 PC DISASTER RELIEF 7000 ALZHEIMER ASSOC 225 NORTH MICHIGAN AVE CHICAGO IL 60601 PC RESEARCH 750 ALS ASSOCIATION 1275 K STREET WASHINGTON DC 20005 PC RESEARCH 500 COBLESKILL-RICHMONDVILLE 155 WASHINGTON AVE COBLESKILL NY 12043 PC EDUCATIONAL 1500 BOYS TOWN RESEARCH HOSP 14100 CRAWFORD ST BOYS TOWN NE 68010 PC RESEARCH 500 MiSci NOTT TERRACE HEIGHTS SCHENECTADY NY 12308 PC EDUCATIONAL 1500 CATSKILL CENTER 43355 STATE ROUTE 28 ARKVILLE NY 12406 PC ENVIROMENTALEDUCATION 500 FRIENDS OF FIVE RIVERS 56 GAME FARM ROAD DELMAR NY 12054 PC ENVIROMENTALEDUCATION 750 SOUTH KORTRIGHT SCHOOL PO BOX 113 SOUTH KORTRIGHT NY 13842 PC SCIENCE PROG. 500 STATE UNIVERSITY NY 308 NETZER BLDG ONEONTA NY 13820 PC SCIENCE PROG 7000 SUNY COBLESKILL STATE ROUTE 7 COBLESKILL NY 12043 PC SCHOLARSHIPS 5000 HARTWICK COLLEGE PO BOX 4020 ONEONTA NY 13820 PC RESEARCH 6300 JEFFERSON CENTRAL SCHOOL STATE ROUTE 10 JEFFERSON NY 12093 PC SCIENCE PROG. 750 NATL BASEBALL HOF MUSEUM 25 MAIN STREET COOPERSTOWN NY 13326 PC EDUCATION 500 NATL FOUNDATION CANCER 4600 EAST WEST HIGHWAY BETHESDA MD 20814 PC RESEARCH 1900 OLD STONE FORT MUSEUM 145 FORT ROAD SCHOHARIE NY 12157 PC EDUCATION 0 MACULAR DEGENERATION 22512 GATEWAY CENTER CLARKSBURG MD 20871 PC RESEARCH 1000 MAHOOSUC LAND TRUST 162 NORTH RD BETHEL MA 04217 PC CONSERVATION 500 CATHOLIC UNIVERSITY MICHIGAN AVE WASHINGTON DC 20017 PC SCHOLARSHIP 2500 AMERICAN KIDNEY FUND 11921 PIKE ROCKVILLE MD 20852 PC RESEARCH 500 PARKINSON FOUNDATION 1359 BROADWAY SUITE 1509 NEW YORK NY 10018 PC RESEARCH 300 42317 14 535 14 22622 18 43 18 35108 SECURITIES LITIGATION 18 25 REFUND 18 592 58925 58925 false false false false false false false false false false X X 1 VICTORIA D GRAHAM 21 SUNCREST TERRACE ONEONTA NY 13820 20206 X X 1 83 SHARES TE CONNECTIVITY 20206 2025-10-30 SWEENEY CPA TAX PREP 1700 CONSTELLATION ENERGY 15 SHARES 2011-06 Purchased 2025-11 5042 561 Cost 0 4481 J P MORGAN 25 SHARES 2018-08 Purchased 2025-11 7780 2897 Cost 4883 U S TREASURY 2024-11 Purchased 2025-12 25000 24986 Cost 14 AMER.ELECT.POWER 45 SHARES 2009-06 Purchased 2025-11 5501 1200 4301 FIDELITY FUNDS 2023-12 Purchased 2025-12 20000 20000 Cost 0 VANGUARD VALUE ETF 30 SHARES 2008-12 Donated 2025-11 5632 3338 FMV 2294 VANGUARD GROWTH ETF 15 SHARES 2008-12 Donated 2025-11 7238 3820 FMV 3418 JOHNSON CONTROLS 41.5 SHARES 2002-11 Donated 2025-11 5005 1638 FMV 3367 T.E. CONN 65 SHARES 2002-11 Donated 2025-11 15338 3266 12072 JOHNSON CONTROLS 3.5 SHARES 2008-12 Donated 2025-11 416 138 278 AMER.ELECT.POWER 210 SHARES 6243 24215 ANNALY CAPITAL 275 SHARES 12892 6149 BLACKSTONE 130 SHARES 6383 20038 BRISTOL MYERS 130 SHARES 3188 7012 CLOROX COMP. 75 SHARES 5033 7562 CONOCO PHILLIPS 160 SHARES 9572 14978 CONSTELLATION 65 SHARES 2303 22963 CVS HEALTH 145 SHARES 9346 11507 DUKE ENERGY 110 SHARES 5447 12893 EMERSON ELECT. 140 SHARES 8809 18581 EXELON CORP 300 SHARES 8575 13077 INVESTCO TRUST ETF PFD 2400 SHARES 30961 26976 ISHARES ETF 730 SHARES 28725 22601 JOHNSON CONTROLS 305 SHARES 12038 36524 JOHNSON+JOHNSON 110 SHARES 7128 22765 JP MORGAN 75 SHARES 8856 24167 MEDTRONIC 250 SHARES 18918 24015 MET LIFE 260 SHARES 10100 20524 NBT 190 SHARES 3859 7889 NVENT ELECT 159 SHARES 3387 16213 PENTAIR 259 SHARES 4209 26972 PEPSICO 90 SHARES 5949 12917 PROCTOR GAMBLE 140 SHARES 9076 20063 REALTY INCOME 250 SHARES 8527 14093 STAG 300 SHARES 5357 11028 TE CONN.PLC 593 SHARES 76669 134913 VANGUARD GROWTH 170 SHARES 43295 82936 VANGUARD VALUE 270 SHARES 30042 51567 VERIZON 500 SHARES 21012 20365 WELLS FARGO 125 SHARES 7389 11650 100549 100561 BANK FEES 0 0 INVESTMENT ADVISOR 4937 4759 LIBRARY 0 0 NYS FEE 100 0 POSTAGE 0 SOFTWARE 579 SUBSCIPTIONS 99 MISC. 205 PENALTY 3 CAP/GAIN DIST. 34 34 SEC.1250 9 9 W.F.LITIGATION 25 IRS REFUND 592 TO ADJUST MARKET VALUE OF DONATED INVESTMENTS 11085 J.SWEENEY CONSULTANT 375 TINER IT 85 FEDERAL EXCISE 988