2024-05-15T16:20:59-04:00 2023-12-31 141604297 RBT CPAS LLP PO BOX 757 2215 ROUTE 9W LAKE KATRINE NY 12449 990PF 2023-01-01 226945393 WALTER AND CLITHEROE ENGEL CHARITABLE FOUNDATION TRUST WALT 5083538660 435 NORTHHAMPTON STREET HOLYOKE MA 01040 PETER H ENGEL TRUSTEE 5083538660 2024-05-13 true PETER H ENGEL XXX-XX-XXXX true CRAIG R SICKLER CPA P00237241 8453367183 2024-05-13 2023 2023-04-26 12:10:37Z X 2731164 X X 91 91 81516 81516 -41323 484178 8483 48767 81607 4853 4853 20010 20010 1997 1747 250 138 138 26998 21757 5241 176300 176300 203298 21757 181541 -154531 59850 146062 44458 44458 2681793 2686706 2734720 2880782 2726251 2731164 0 X 2880782 2726251 2880782 2726251 2880782 2726251 2880782 -154531 2726251 2726251 UBS FINANCIAL SERVICES 18648 P 49209 52024 -2815 -2815 UBS FINANCIAL SERVICES 18648 P 405050 465122 -60072 -60072 UBS FINANCIAL SERVICES 18648 P 24258 8106 16152 16152 UBS FINANCIAL SERVICES 18648 P 249 249 -41323 832 832 832 X 43 875 false false false false false false true false NY true false false false false true N/A PETER ENGEL 8454620733 435 NORTHHAMPTON STREET HOLYOKE MA 01040 false false false false false false false false false false false false false false false false false false false false STEPHEN ENGEL 38 LEDYARD RD WINCHESTER MA 01890 TRUSTEE 000.00 0 0 0 PETER H ENGEL 435 NORTHHAMPTON ST HOLYOKE MA 01040 TRUSTEE 000.00 0 0 0 DEAN ENGEL 10 DAISY LANE POUGHKEEPSIE NY 12603 TRUSTEE 000.00 0 0 0 NONE NONE N/A 2576548 170150 0 2746698 2746698 41200 2705498 135275 135275 832 832 134443 134443 134443 181541 181541 134443 17554 38722 56276 181541 134443 47098 103374 0 103374 17554 38722 47098 X PETER H ENGEL 435 NORTH HAMPTON ST HOLYOKE MA 01040 8454620733 NO SPECIFIC FORMAT NO DEADLINE NO RESTRICTIONS BARDAVONHUDSON VALLEY PHIL 35 MARKET STREET 35 MARKET STREET POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 CHILDRENS HOME OF POUGHKEEPSIE 10 CHILDRENS WAY 10 CHILDRENS WAY POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 COMM FDN OF HUDSON VALLEY 280 WALL ST 280 WALL ST KINGSTON NY 12401 NONE PC GENERAL 8400 COVENANT HOUSE 460 W 41ST ST 460 W 41ST ST NEW YORK NY 10036 NONE PC GENERAL 8400 DUTCHESS OUTREACH 29 N HAMILTON ST 1 29 N HAMILTON ST 1 POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 FDN FOR VASSAR BROTHERS MEDICAL 45 READE PL 45 READE PL POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 FIRST UNITARIAN CHURCH 119-121 PIERREPONT STREET 119-121 PEIRREPONT STREET BROOKLYN NY 11201 NONE PC GENERAL 4200 HUDSON VALLEY HOSPICE FOUNDATION 374 VIOLET AVE 374 VIOLET AVE POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 MEALS ON WHEELS 16 TINKER ST 16 TINKER ST WOODSTOCK NY 12498 NONE PC GENERAL 8400 MENTAL HEALTH OF AMERICA OF DUTCHES 253 MANSION ST 253 MANSION ST POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 MOWGLIS SCHOOL OF THE OPEN 4 MOWGLIS DRIVE 4 MOWGLIS DRIVE HEBRON NH 03241 NONE PC GENERAL 4200 PACKER COLLEGIATE INSTITUTE 170 JORALEMON ST 170 JORALEMON ST BROOKLYN NY 11201 NONE PC GENERAL 8400 PLANNED PARENTHOOD 17 NOXON ST 17 NOXON ST POUGHKEEPSIE NY 12601 NONE PC GENERAL 8400 POLY PREP COUNTRY DAY SCHOOL 1 POLY PREP DRIVE 1 POLY PREP DRIVE BROOKLYN NY 11228 NONE PC GENERAL 8400 SAVE THE CHILDREN 777 UNITED NATIONS PLAZA 777 UNITED NATIONS PLAZA NEW YORK NY 10017 NONE PC GENERAL 8400 TANGLEWOOD BOSTON SYMPHONY 301 MASSACHUSETTS AVE 301 MASSACHUSETTS AVE BOSTON MA 02115 NONE PC GENERAL 4200 THE ELEANOR ROOSEVELT CENTER 106 VALKILL PARK RD 106 VALKILL PARK RD HYDE PARK NY 12538 NONE PC GENERAL 4200 THE JUNE AND AARON GILLESPIE FORUM 10 DAISY LANE 10 DAISY LANE POUGHKEEPSIE NY 12603 NONE PC GENERAL 8400 UNITARIAN UNIVERSALIST FELL 24 FARNSWORTH STREET 24 FARNSWORTH STREET BOSTON MA 02210 NONE PC GENERAL 8400 UNITARIAN UNIVERSALIST ASSOCIATION 320 SAWKILL ROAD 320 SAWKILL ROAD KINGSTON NY 12401 NONE PC GENERAL 8300 UNITARIAN UNIVERSALIST SERVICE 689 MASSACHUSETTS AVE 689 MASSACHUSETTS AVE CAMBRIDGE MA 02139 NONE PC GENERAL 4200 WESLEYAN UNIV OFFIC OF ADVAN 45 WYLLYS AVE 45 WYLLYS AVE MIDDLETOWN CT 06459 NONE PC GENERAL 8400 THE PILGRAM JOHN HOWLAND SOCIETY 35 FIELDSTONE CIR 35 FIELDSTONE CIR BRIDGEWATER MA 02324 NONE PC GENERAL 4200 NATIONAL PHILANTHROPIC TRUST 165 TOWNSHIP LINE RD STE 1200 JENKINSTOWN PA 19046 NONE PC GENERAL 8400 176300 14 91 14 81516 14 -41323 MISCELLANEOUS INCOME 1 4383 RETURNED DONATION 4100 44667 4100 48767 false false false false false false false false false false ACCOUNTING 4853 4853 ABBVIE INC COM 37829 43392 AMER EXPRESS CO 27302 28663 ASTRAZENCA PLC SPON ADR 25278 30644 BECTON DICKINSON & CO 31060 30235 BROADCOM INC 24422 47999 CISCO SYSTEMS INC 38299 33495 CME GROUP INC 35388 35381 CONOCOPHILLIPS 35935 50839 CROWN CASTLE INC 33212 22923 CVS HEALTH CORP 35469 26609 EMERSON ELECTRIC CO 34892 37277 EXXON MOBIL CORP 54705 50890 FEDEX CORP 14554 16190 GOLDMAN SACHS GROUP INC 28079 29318 JP MORGAN CHASE & CO 34611 39463 LINDE PLC NEW EUR 39045 50928 LOCKHEED MARTIN CORP 21257 25835 MCDONALDS CORP 36588 43290 MORGAN STANLEY 27078 25830 NEXTERA ENERGY INC COM 34612 26543 NORFOLK STHN CORP 28473 24111 ORACLE CORP 17561 21086 PROCTER & GAMBLE CO 32390 31506 PROLOGIS INC COM 47071 46521 RTX CORP 38727 36096 SYSCO CORP 32086 29545 TRAVELERS COS INC 28932 32955 UNITED PARCEL SERVICE INC 22997 18081 WALMART INC 31488 35314 WELLS FARGO & CO 30592 30812 YUM BRANDS INC 17440 19599 FLEXSHARES MORNINGSTAR GLOBAL UPSTRE 45354 45209 ISHARES RUSSELL MIDCAP ETF 111212 111154 VANECK GOLD MINERS ETF 21457 22110 AMERICA FUNDS INTERNATIONAL GROWTH 114419 108106 DFA EMERGING MARKETS 81049 75573 DFA US SMALL CAP VALUE 29029 29890 DFA WORLD EX US CORE EQUITY FUND 111865 118467 FIRST EAGLE OVERSEES FUND 133618 129963 PRINCIPAL SMALL-MIDCAP DIVIDEND 118943 117905 ROYCE OPPORTUNITY FUND 24535 24781 ROYCE TOTAL RETURN FUND 26409 24734 VIRTUS KAR SMALL-CAP 51551 47546 AMER FUNDS THE BOND 175554 186071 PIMCO INCOME FUND 67368 70553 PIMCO MORTGAGE FUND 110560 97053 VANGUARD TOTAL BOND 118373 114057 VIRTUS NEWFLEET CORE 255620 226364 VIRTUS NEWFLEET LOW 48652 49273 SPDR GOLD SHARES 58853 66527 EQUITIES AT COST FIXED INCOME AT COST COMMODITIES AT COST MISCELLANEOUS INCOME 4383 RETURNED DONATION 4100 INVESTMENT FEES 20010 20010 FEDERAL INCOME TAXES 734 734 NYS CHARITIES BUREAU 250 250 FOREIGN TAXES 1013 1013