2024-10-31T14:28:10-05:00 2024-06-30 161506673 JOHN S TRUSSALO CPA PC 315 N MAIN ST 200 JAMESTOWN NY 14701 990PF 2023-07-01 160907729 HULTQUIST FOUNDATION INC HULT 7164831122 525 FAIRMOUNT AVE JAMESTOWN NY 14701 STEPHEN J WRIGHT PRESIDENT 7164831122 2024-10-31 1 1 JOHN TRUSSALO CPA P00335558 7164872910 2024-10-31 2023 2024-10-15 13:58:12Z X 18061887 X X 413255 413255 213236 3543974 213236 1013 1013 627504 627504 4800 2400 2400 5595 2798 2797 73571 68710 4861 750 375 375 84716 74283 10433 835022 835022 919738 74283 845455 -292234 553221 1222820 409759 409759 10214353 10053681 13229172 3948142 4629641 4422956 15385315 15093081 18061887 0 0 X 15385315 15093081 15385315 15093081 15385315 15093081 15385315 -292234 0 15093081 0 15093081 PNC ADVISORS - VARIOUS P 2023-06-30 2024-06-30 1256060 1166206 89854 89854 WILMINGTON TRUST - VARIOUS P 2023-06-30 2024-06-30 2244977 2164532 80445 80445 CAPITAL GAINS DIVIDENDS P 42937 42937 42937 213236 7690 0 7690 0 7690 26689 0 0 0 26689 X 0 18999 18999 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 7164831122 525 FAIRMOUNT AVE JAMESTOWN NY 14701 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN J WRIGHT 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 PRESIDENT 2.00 1200 0 0 THOMAS I FLOWERS 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 VICE PRESIDENT 1.00 1200 0 0 JOHN K PLUMB 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 VICE PRESIDENT 1.00 1200 0 0 ROBERT F ROHM JR 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 SECRETARY/TREASURER 1.00 1200 0 0 NONE 0 NONE 0 0 16576005 549779 0 17125784 0 0 17125784 256887 16868897 843445 843445 7690 7690 835755 0 835755 0 835755 845455 0 845455 835755 9176 0 0 845455 9176 0 0 835755 524 0 0 524 0 0 0 0 0 0 0 524 524 STEPHEN J WRIGHT 525 FAIRMOUNT AVE JAMESTOWN NY 14701 7164831122 SWRIGHT@WRIGHTCALIMERI.COM DESCRIPTION OF PROGRAM, PROJECT OR CAPITAL IMPROVEMENT/REPLACEMENT, INCLUDING ESTIMATED COST. REQUEST AND DESCRIPTION MUST BE SUBMITTED IN WRITING. SEPTEMBER 15; MARCH 15; MAY 15 EMPHASIS ON RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS IN CHAUTAUQUA COUNTY, NY WHICH THE HULTQUIST FAMILY SUPPORTED DURING THEIR LIVES. AMERICAN RED CROSS 325 E 4TH STREET JAMESTOWN NY 14701 PUB CHAR LOCAL DISASTER RELIEF SUPPORT AND EMERGENCY RESPONSE 25000 AUDUBON COMMUNITY NATURE CENTER 1600 RIVERSIDE ROAD FREWSBURG NY 14738 PUB CHAR OPERATIONAL SUPPORT 20000 CHAUTAUQUA INSTITUTION PO BOX 28 CHAUTAUQUA NY 14722 PUB CHAR BELLINGER HALL RENOVATION 100000 CHAUTAUQUA LAKE AND WATERSHED MANAGEMENT ALLIANCE 201 WEST 3RD STREET SUITE 115 JAMESTOWN NY 14701 PUB CHAR HERBICIDE TREATMENT PLAN FOR CHAUTAUQUA LAKE 75000 CHAUTAUQUA REGION COMMUNITY FOUNDATION 418 SPRING STREET JAMESTOWN NY 14701 PUB CHAR SPENDABLE DONOR ADVISED FUND 500000 FUND FOR THE ARTS OF CHAUTAUQUA COUNTY INC 715 FALCONER STREET JAMESTOWN NY 14701 PUB CHAR FUND DRIVE TO SUPPORT AREA ART ORGANIZATIONS 17000 INFINITY VISUAL AND PERFORMING ARTS INC 301 E 2ND STREET SUITE 101 JAMESTOWN NY 14701 PUB CHAR FACILITY RENOVATIONS AND TECHNOLOGY PURCHASES 15451 JAMESTOWN COMMUNITY COLLEGE 525 FALCONER STREET JAMESTOWN NY 14701 PUB CHAR ADVANCEMENT TO THE COLLEGE'S ATHLECTIC FACILITIES 200000 LUTHERAN SOCIAL SERVICES 715 FALCONER STREET JAMESTOWN NY 14701 PUB CHAR HULTQUIST PLACE RENOVATIONS 150000 MENTAL HEALTH ASSOCIATION IN CHAUTAUQUA COUNTY 31 WATER STREET JAMESTOWN NY 14701 PUB CHAR OVERDOSE RECOVERY SUPPORT PROGRAM 35000 MISSION MEADOWS CAMP AND RETREAT CENTER 5201 NY-430 DEWITTVILLE NY 14728 PUB CHAR CABIN EXPANSION AND RENOVATION 5000 REG LENNA CENTER FOR THE ARTS 116 E 3RD STREET JAMESTOWN NY 14701 PUB CHAR PURCHASE DIGITAL DISPLAYS 20000 THE MARSHAL MARTZ MEMORIAL ASTRONOMICAL ASSOCIATION INC 176 ROBIN HILL ROAD FREWSBURG NY 14738 PUB CHAR SECURITY AND ALARM UPGRADES 9571 UNITED WAY OF SOUTHERN CHAUTAUQUA COUNTY 208 PINE STREET JAMESTOWN NY 14701 PUB CHAR ANNUAL FUNDRAISING CAMPAIGN 60000 WINIFRED CRAWFORD DIBERT BOYS AND GIRLS CLUB 62 ALLEN STREET JAMESTOWN NY 14701 PUB CHAR WORKFORCE READINESS FORMULA FOR IMPACT YOUTH PROGRAM 40000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF JAMESTOWN 101 E 4TH STREET JAMESTOWN NY 14701 PUB CHAR REFUNDED PRIOR YEAR GRANT -500000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF JAMESTOWN 101 E 4TH STREET JAMESTOWN NY 14701 PUB CHAR TEEN CENTER, DAY CAMP SCHOLARSHIPS, HEALTH CENTER RENOVATIONS 63000 835022 LUTHERAN SOCIAL SERVICES 715 FALCONER STREET JAMESTOWN NY 14701 PUB CHAR HULTQUIST PLACE RENOVATIONS 150000 150000 14 413255 14 1013 18 213236 0 627504 0 627504 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 5595 2798 2797 MUTUAL FUNDS AND EXCHANGED TRADED FUNDS 4629641 4422956 PUBLICLY TRADED EQUITIES 2132432 3730534 MUTUAL FUNDS AND EXCHANGED TRADED FUNDS 7921249 9498638 NYS FILING FEE 750 375 375 CLASS ACTION SETTLEMENTS AND COST BASIS ADJUSTMENTS 1013 1013 1013 ADMINISTRATION 9722 4861 4861 INVESTMENT MANAGEMENT FEES 63849 63849 0