2024-05-14T15:34:37-05:00 2023-12-31 161468002 CHIAMPOU TRAVIS BESAW & KERSHNER LLP 45 BRYANT WOODS NORTH AMHERST NY 14228 990PF 2023-01-01 166119078 TRUST UW CLARA A MARCH MARCH MEDICAL SCHOLARSHIPS TRUS 7168837800 779 WASHINGTON STREET BUFFALO NY 14203 TUCKER MCCARTHY TRUSTEE 7168837800 2024-05-14 1 TUCKER MCCARTHY 999009999 0 LISA LAROUSSI P01257512 7166302400 2024-05-14 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1750403 X X 42776 42776 16458 356578 16458 59234 59234 4803 2401 2402 3663 1832 1831 15256 15256 0 250 0 250 23972 19489 4483 80335 80335 104307 19489 84818 -45073 39745 121086 21814 21814 1081528 1130488 1130488 446959 597341 597341 760 760 760 1650333 1750403 1750403 0 0 X 0 0 0 0 1650333 1750403 1650333 1750403 1650333 1750403 1650333 -45073 145143 1750403 0 1750403 CHARLES SCHWAB 2023-01-01 2023-12-31 335436 340120 -4684 -4684 CAPITAL GAINS DIVIDENDS P 21142 21142 21142 16458 552 0 552 0 552 1149 0 0 0 1149 X 0 597 597 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A TUCKER MCCARTHY 2024037323 210 MORRIS AVENUE BUFFALO NY 14214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROBERT STEVENSON 87 NOTTINGHAM TERRACE BUFFALO NY 14216 TRUSTEE 1.00 1601 0 0 TUCKER MCCARTHY 210 MORRIS AVE BUFFALO NY 14214 TRUSTEE 1.00 1601 0 0 STEVEN CALZI 779 WASHINGTON STREET BUFFALO NY 14203 TRUSTEE 1.00 1601 0 0 NONE 0 NONE 0 0 1677729 31765 760 1710254 0 0 1710254 25654 1684600 84230 84230 552 552 83678 0 83678 0 83678 84818 0 84818 83678 80335 0 0 84818 80335 0 0 4483 0 0 0 0 0 0 0 0 79195 0 0 0 X STATE UNIVERSITY OF NEW YORK AT BUFFALO SCHOOL OF MEDICINE 103 CENTER FOR TOMORROW BUFFALO NY 14260 NONE SCHOOL - PUBLIC CHAR SCHOLARSHIP AND LOANS 80335 80335 0 14 42776 18 16458 0 59234 0 59234 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3663 1832 1831 STATEMENT OF PURPOSE OF GRANT OR CONTRIBUTION PART IX-A, PART XV - LINES 2 AND 3, PART XVI-B STATEMENT OF PURPOSE OF GRANT OR CONTRIBUTIONTHIS TRUST WAS ESTABLISHED UNDER THE LAST WILL AND TESTAMENT OF CLARA MARCH, DECEASED(ARTICLE FIFTEENTH) WHICH READS AS FOLLOWS, "I GIVE, DEVISE AND BEQUEATH THE REST, RESIDUE AND REMAINDER OF MY ESTATE TO MY TRUSTEES IN TRUST NEVERTHELESS FOR THE FOLLOWING USES AND PURPOSES.THE NET INCOME FROM SUCH TRUST SHALL BE USED TO ASSIST, BY LOAN OR BYOUTRIGHT GIFT, IN THE SOLE DISCRETION OF MY TRUSTEES, STUDENTS IN THEMEDICAL SCHOOL OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO AND SHALLBE KNOWN AS THE "CLARA A. MARCH SCHOLARSHIP FUND."THE TRUST IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE BENEFIT OF THE MEDICAL SCHOOL OF THE STATE UNIVERSITY OF NEW YORK SINCE THE INCOME OF THE TRUST MUST BE USED TO PROMOTE THE ACCOMPLISHMENT OF THE PURPOSES OF THE SAID SCHOOL BY PROVIDING FINANCIAL ASSISTANCE TO ITS STUDENTS.PART XV - 2 (A), 2 (B), AND 2 (D)SINCE THE WILL UNDER WHICH THE FOUNDATION WAS ESTABLISHED PROVIDES THAT ALL INCOME BE PAID TO THE MEDICAL SCHOOL OF THE STATE UNIVERSITY OF NEW YORK AT BUFFALO, THE ONLY CONTRIBUTION WHICH CAN BE MADE BY THIS FOUNDATION IS TO THE MEDICAL SCHOOL.ANYONE WISHING TO APPLY FOR AID SHOULD APPLY TO THE DEAN OF THE MEDICAL SCHOOL, FARBER HALL, SUNY- BUFFALO, N.Y. 14214 BY LETTER OUTLINING THE PURPOSE OF THE GRANT AND AN EXPLANATION OF FINANCIAL NEED. MARKETABLE SECURITIES 597341 597341 MARKETABLE SECURITIES 1130488 1130488 JEWELRY 760 760 760 NYS FILING FEE 250 0 250 UNREALIZED GAIN/LOSS 145143 INVESTMENT MANAGEMENT 15256 15256 0