2024-04-29T08:45:32-05:00 2023-12-31 141569720 KIRSHON & COMPANY PC PO BOX 1999 22 IBM ROAD STE 210 POUGHKEEPSIE NY 12601 990PF 2023-01-01 205075596 TERESA & ALBERT ROTUNNO FAMILY FOUNDATION INC TERE 8454731811 KIRSHON CO PO BOX 1999 POUGHKEEPSIE NY 12601 TAMMY S KIRSHON DIR/FISCALLY RESPONSIBLE 8454731811 2024-04-22 1 TAMMY KIRSHON 999009999 1 ANN E KUMMER EA CPA P00281980 8454731811 2024-04-22 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2541612 X X 3627 3627 53552 53552 206432 272571 206432 263611 263611 0 0 0 75 75 0 3700 1233 2467 3476 0 0 18672 12261 6411 25923 13569 8878 209500 209500 235423 13569 218378 28188 250042 73389 86789 86789 49963 49968 49978 978407 969037 2050760 334377 358978 353206 301 879 879 1436437 1465651 2541612 1050 2076 1050 2076 X 0 0 0 0 1435387 1463575 1435387 1463575 1436437 1465651 1435387 28188 0 1463575 0 1463575 100 SHS APPLE 2016-03-22 2023-01-30 14411 2642 11769 11769 75 SHS MICROSOFT 2016-12-15 2023-01-30 18271 4717 13554 13554 25000 SHS CATERPILLAR FIN SVCS 2.625% 03/01/23 2017-01-05 2023-03-01 25000 25120 -120 -120 179 SHS APPLE 2016-03-22 2023-04-10 28901 4729 24172 24172 200 SHS NVIDIA 2018-10-05 2023-10-23 85268 13531 71737 71737 0.332 SHS VERALTO CORP - CASH IN LIEU 2016-03-01 2023-10-27 23 8 15 15 135 SHS MICROSOFT CORP 2016-12-15 2023-12-18 50004 8491 41513 41513 102 SHS NVIDIA 2018-10-05 2023-12-18 50316 6901 43415 43415 WELLS FARGO LITIGATION PROCEEDS 377 377 377 206432 3476 0 3476 0 3476 1400 0 0 0 1400 0 2076 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A KIRSHON COMPANY PC 8454731811 22 IBM ROAD STE 210 POUGHKEEPSIE NY 12601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARY THERESA SOYKA KIRSHON CO 22 IBM RD STE 210 POUGHKEEPSIE NY 12601 DIRECTOR 0.25 0 0 0 TAMMY KIRSHON KIRSHON CO 22 IBM RD STE 210 POUGHKEEPSIE NY 12601 DIRECTOR 0.25 0 0 0 MATTHEW HOUSTON KIRSHON CO 22 IBM RD STE 210 POUGHKEEPSIE NY 12601 DIRECTOR 0.25 0 0 0 ALLAN RAPPLEYEA KIRSHON CO 22 IBM RD STE 210 POUGHKEEPSIE NY 12601 DIRECTOR 0.25 0 0 0 JOHN ROTUNNO KIRSHON CO 22 IBM RD STE 210 POUGHKEEPSIE NY 12601 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 2382037 108865 0 2490902 0 0 2490902 37364 2453538 122677 122677 3476 3476 119201 0 119201 0 119201 218378 0 218378 119201 108503 0 0 218378 108503 0 0 109875 0 0 0 0 0 0 0 0 9326 0 0 0 X IMMACULATE CONCEPTIONST ANTHONY'S PARISH 4 LAVELLE RD PO BOX 109 AMENIA NY 12501 NONE CHURCH GENERAL PURPOSE 3500 ST THOMAS EPISCOPAL CHURCH 40 LEEDSVILLE RD AMENIA NY 12501 NONE CHURCH GENERAL PURPOSE 3500 ANGELS OF LIGHT INC PO BOX 345 MILLBROOK NY 12545 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 CARDINAL HAYES HOME FOR CHILDREN PO BOX CH 62 ST JOSEPHS DR MILLBROOK NY 12545 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 THE CHURCH OF SAINT JOSEPH 15 NORTH AVE PO BOX 439 MILLBROOK NY 12545 NONE CHURCH GENERAL PURPOSE 10000 THE MILLBROOK LIBRARY 3 FRIENDLY LANE PO BOX 286 MILLBROOK NY 12545 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 MILLBROOK COMMUNITY PARTNERSHIP INC PO BOX 1087 MILLBROOK NY 12545 NONE PUBLIC CHARITY TO SUPPORT THORNE BUILDING REPURPOSING PROJECT 150000 MILLBROOK FIRE DEPARTMENT PO BOX 202 MILLBROOK NY 12545 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 MILLBROOK RESCUE SQUAD PO BOX 609 MILLBROOK NY 12545 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 STONEWOOD COMMUNITY PROJECT INC (DBA STONEWOOD FARM) 110 BANGALL ROAD MILLBROOK NY 12545 NONE PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S MISSION TO GROW CERTIFIED ORGANIC VEGETABLES TO IMPROVE LOCAL FOOD ACCESS, TO TRAIN FARMERS, AND TO CREATE A MORE VIBRANT, HEALTH COMMUNITY. 3500 HUDSON VALLEY HOSPICE FOUNDATION 80 WASHINGTON ST STE 204 POUGHKEEPSIE NY 12601 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 OUR LADY OF LOURDES HIGH SCHOOL 131 BOARDMAN ROAD POUGHKEEPSIE NY 12603 NONE SCHOOL GENERAL PURPOSE 5000 THE RYAN MCELROY CHILDREN'S CANCER FOUNDATION 450 GARDNER HOLLOW ROAD POUGHQUAG NY 12570 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 NATIONAL MULTIPLE SCLEROSIS SOCIETY 1000 ELMWOOD AVE STE 900 ROCHESTER NY 14620 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 209500 0 14 3627 14 53552 18 206432 0 263611 0 263611 0 0 0 0 0 0 0 0 0 0 KIRSHON & COMPANY, P.C. 3700 1233 2467 PPG INDUSTRIES 2.4% 08/15/24 50121 49002 CATERPILLAR FINL SVCS 3.25% 12/01/24 25425 24608 GOLDMAN SACHS 3.5% 04/01/25 24904 24436 STRYKER CORP 3.375% 11/01/25 24947 24340 COMCAST CORP 3.15% 03/01/26 49423 48556 AMPHENOL 4.35% 06/01/29 50468 49886 CHARLES SCHWAB BDS 4.625% 03/22/30 49838 50342 ECOLAB 4.8% 03/24/30 21579 22604 LOWES CORP 4.5% 04/15/30 25472 24890 VANGUARD ST FEDERAL ADM FD 36801 34542 ABBVIE INC 39731 108479 ALLSTATE CORP 29385 55992 ALPHABET INC CAP CL A 46245 83814 AMAZON.COM 32151 30388 AMGEN INC 44271 86406 APPLE INC 22688 173277 AT&T INC COM 21618 15102 CATERPILLAR 31647 35480 CHEVRON CORP NEW 48288 74580 CITIGROUP 50656 36574 COCA COLA 23984 29465 COGNIZANT TECHNOLOGY SOLUTIONS CORP 34779 45318 DANAHER CORP 25174 92536 ECOLAB 21092 24199 EMERSON ELECTRIC 31449 58398 EOG RESOURCES 17659 31205 INTERCONTINENTAL EXCHANGE 29171 31722 LOCKHEED MARTIN 22681 27194 LOWES COMPANIES INC 19312 55638 MARSH & MCLENNAN 29270 39978 MCDONALDS CORP 24422 59302 MERCK & CO 34510 65412 MICROSOFT CORP 31130 184260 NEXTERA ENERGY 43357 43247 NVIDIA 18745 246620 PHILIP MORRIS INTL INC 37734 37632 SMUCKER JM CO NEW 31987 28436 STARBUCKS CORP 35694 57606 STRYKER CORP 31525 89838 TJX COMPANIES INC 24826 60977 VERALTO CORP COM 3315 10941 VERIZON COMMUNICATIONS 23829 28275 WARNER BROS DISCOVERY 6712 2469 49968 49978 0 0 BROADRIDGE INVESTORS COMM SOLUTIONS 75 75 0 DIVIDEND RECEIVABLE 86 879 879 INTEREST RECEIVABLE 144 ACCRUED INTEREST PURCHASED 71 FILING FEES 250 0 250 ADVERTISING 31 0 31 INVESTMENT FEES 18391 12261 6130 EXCISE TAX PAYABLE 1050 2076 EXCISE TAX 3476 0 0