2025-04-11T13:51:34-05:00 2024-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990PF 2024-01-01 146019064 THE MCCARTHY CHARITIES INC MCCA 5182659343 PO BOX 1090 TROY NY 121811090 BRIDGET MCCARTHY TREASURER 5182659343 2025-03-22 1 1 CHRISTOPHER L CIMIJOTTI CPA P00323521 5187850134 2024 2025-03-06 01:10:19Z X 13525692 X X 5 5 418001 418001 794122 3111102 794122 1212128 1212128 0 0 0 4250 2125 2125 74048 46398 27650 6182 5065 0 24869 0 24869 3252 0 3252 112601 53588 57896 591905 591905 704506 53588 649801 507622 1158540 98289 140648 140648 7266532 7384095 9416506 1915492 2069318 1897399 1863841 2057715 2071139 11144154 11651776 13525692 0 0 X 11144154 11651776 0 0 0 0 11144154 11651776 11144154 11651776 11144154 507622 0 11651776 0 11651776 SYNTRINSIC - PUBLICLY TRADED SECURITIES 3061232 2316980 744252 744252 CAPITAL GAINS DIVIDENDS P 49870 49870 49870 794122 16104 0 16104 0 16104 6800 0 0 0 6800 0 9304 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 5182659343 PO BOX 1090 TROY NY 121811090 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COLIN BEAUVAIS PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 0 0 0 RUSSELL CONNALLY PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 0 0 0 FLORA M DRURY PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 0 0 0 ROSANNE LOBITZ PO BOX 1090 TROY NY 121811090 VICE PRESIDENT 2.00 0 0 0 BRENDEN MCCARTHY PO BOX 1090 TROY NY 121811090 VICE PRESIDENT 1.00 0 0 0 BRIDGET MCCARTHY PO BOX 1090 TROY NY 121811090 TREASURER 4.00 0 0 0 DENIS MCCARTHY PO BOX 1090 TROY NY 121811090 PRESIDENT 4.00 0 0 0 JANE MCCARTHY PO BOX 1090 TROY NY 121811090 SECRETARY 1.00 0 0 0 LUCY MCCARTHY PO BOX 1090 TROY NY 121811090 DIRECTOR 2.00 0 0 0 PAMELA MCCARTHY PO BOX 1090 TROY NY 121811090 VICE PRESIDENT 2.00 0 0 0 ROBERT P MCCARTHY PO BOX 1090 TROY NY 121811090 DIRECTOR 2.00 0 0 0 WINIFRED MCCARTHY PO BOX 1090 TROY NY 121811090 VICE PRESIDENT 2.00 0 0 0 MARION SHERIDAN PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 0 0 0 ALEX RASMUSSEN PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 0 0 0 HALEY RASMUSSEN PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 13227999 86909 0 13314908 0 0 13314908 199724 13115184 655759 655759 16104 16104 639655 0 639655 0 639655 649801 0 649801 639655 0 0 1928 3066 914 5908 649801 0 0 0 639655 10146 0 0 16054 0 0 0 0 0 0 1928 14126 3066 914 10146 X 518 ELEVATED (CAPITAL REGION SPONSOR-A-SCHOLAR INC) 1218 CENTRAL AVENUE SUITE 20 ALBANY NY 12205 N/A PC PATHWAYS TO COLLEGE PROGRAM 10000 ACADEMY OF THE HOLY NAMES 1073 NEW SCOTLAND ROAD ALBANY NY 12208 N/A PC PARTNERS IN EDUCATION SCHOLARSHIP PROGRAM 10000 AGRICULTURAL STEWARDSHIP ASSOCIATION 2531 STATE ROUTE 40 GREENWICH NY 12834 N/A PC COMMUNITY ENGAGEMENT PLAN IN ACTION 10000 ARK INC 415 RIVER STREET TROY NY 12180 N/A PC GENERAL OPERATING ASSISTANCE FOR THE 2024-2025 SCHOOL YEAR 10000 ARTS CENTER OF THE CAPITAL REGION 265 RIVER STREET TROY NY 12180 N/A PC THE FISH MARKET PROJECT 5000 BOYS & GIRLS CLUBS OF THE CAPITAL AREA - TROY BRANCH 21 DELAWARE AVENUE ALBANY NY 12210 N/A PC 2024 SUMMER CAMP PROGRAM 10000 BOYS & GIRLS CLUBS OF THE CAPITAL AREA - TROY CLUBHOUSE 21 DELAWARE AVENUE ALBANY NY 12210 N/A PC FREIGHT FARM AND OUTDOOR CLASSROOM 5000 CAPITAL DISTRICT YMCA - TROY BRANCH 465 NEW KARNER ROAD ALBANY NY 12205 N/A PC SUMMER CAMP 2024 25000 CAPITAL DISTRICT YMCA - TROY BRANCH 465 NEW KARNER ROAD ALBANY NY 12205 N/A PC UNRESTRICTED 200 CAPITAL DISTRICT YMCA - TROY BRANCH 465 NEW KARNER ROAD ALBANY NY 12205 N/A PC UNRESTRICTED 375 CAPITAL ROOTS 594 RIVER STREET TROY NY 12180 N/A PC INCUBATOR KITCHEN PROGRAM 10000 CIRCLES OF MERCY INC 11 WASHINGTON STREET RENSSELAER NY 12144 N/A PC 2024 CIRCLES OF MERCY OUTREACH PROGRAM 10000 COMMISSION ON ECONOMIC OPPORTUNITY FOR THE GREATER CAPITAL REGION 2331 FIFTH AVENUE TROY NY 12180 N/A PC CEO'S COMMUNITY RESOURCE CENTER BRIDGE BUILDING 50000 COMMISSION ON ECONOMIC OPPORTUNITY FOR THE GREATER CAPITAL REGION 2331 FIFTH AVENUE TROY NY 12180 N/A PC SUMMER YOUTH PROGRAMMING 15000 EAST SIDE NEIGHBORHOOD RECREATION CENTER 596 PAWLING AVENUE TROY NY 12180 N/A PC HOPE 7 YOUTH PROGRAM SUPPORT 20000 EAST SIDE NEIGHBORHOOD RECREATION CENTER 596 PAWLING AVENUE TROY NY 12180 N/A PC HOPE 7 YOUTH PROGRAM SUPPORT 15000 EMMA WILLARD SCHOOL 285 PAWLING AVENUE TROY NY 12180 N/A PC ALICE DODGE WALLACE '38 CENTER FOR THE PERFORMING ARTS 50000 EXPONENT PHILANTHROPY PO BOX 65607 WASHINGTON DC 20035 N/A PC MEMBERSHIP, ETC. 830 FRIENDS OF DYKEN POND CENTER 475 DYKEN POND ROAD CROPSEYVILLE NY 12052 N/A PC DYKEN POND PAVILION 10000 FRIENDS OF DYKEN POND CENTER 475 DYKEN POND ROAD CROPSEYVILLE NY 12052 N/A PC 2024 SUMMER YOUTH SCHOLARSHIPS AND SCHOOL FIELD TRIPS 5000 FRIENDS OF PROSPECT PARK 61 STATE STREET TROY NY 121803497 N/A PC PROSPECT PARK SUMMER 2024 COMMUNITY PROGRAMS 12000 GRAFTON COMMUNITY LIBRARY 2455 NY ROUTE 2 GRAFTON NY 12082 N/A PC GENERATOR, DRAINAGE AND LIGHTING PROJECT 12000 HUDSON VALLEY COMMUNITY COLLEGE FOUNDATION 80 VANDENBURGH AVENUE TROY NY 12180 N/A PC SECOND CHANCE SCHOLARSHIPS (YEAR 2 OF FUNDING) 10000 JOSEPH'S HOUSE & SHELTER 74 FERRY STREET TROY NY 12180 N/A PC 2024 EMERGENCY & SUPPORTIVE HOUSING PROGRAMS 10000 LA SALLE INSTITUTE 174 WILLIAMS ROAD TROY NY 12180 N/A PC KEVIN KING SPONSORSHIP 5000 LITERACY VOLUNTEERS OF RENSSELAER COUNTY 71 1ST STREET TROY NY 12180 N/A PC TUTORING ADULT LEARNERS IN RENSSELAER COUNTY 10000 MEDIA ALLIANCESANCTUARY FOR INDEPENDENT MEDIA 3361 SIXTH AVENUE TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 15000 MEDIA ALLIANCESANCTUARY FOR INDEPENDENT MEDIA 3361 SIXTH AVENUE TROY NY 12180 N/A PC SUMMER AT THE SANCTUARY 2024 25000 OAKWOOD COMMUNITY CENTER 313 TENTH STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 15000 REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK 965 ALBANY-SHAKER ROAD LATHAM NY 12110 N/A PC REDUCING HUNGER IN RENSSELAER COUNTY THROUGH DIRECT DELIVERIES OF FOOD 6000 RENSSELAER PLATEAU ALLIANCE INC 27 LAKE AVENUE AVERILL PARK NY 12018 N/A PC RENSSELAER PLATEAU ALLIANCE/RENSSELAER LAND TRUST GENERAL OPERATING SUPPORT 10000 SIDEWALK WARRIORS - TROY 35 STATE STREET TROY NY 12180 N/A PC SIDEWALK WARRIORS - TROY - REFRIGERATED VAN 18000 SIDEWALK WARRIORS - TROY 35 STATE STREET TROY NY 12180 N/A PC UNRESTRICTED 1500 SIENA COLLEGE 515 LOUDON ROAD LOUDONVILLE NY 12211 N/A PC GIOIA HALL - FRANCISCAN COMMON 25000 ST JOSEPH PARISH - ROMAN CATHOLIC CHURCH 416 THIRD STREET TROY NY 12180 N/A PC ST. JOSEPH CHURCH'S FOOD PANTRY 5000 ST PAUL'S CENTER 947 3RD ST RENSSELAER NY 12144 N/A PC MATTRESSES FOR GUESTS MOVING OUT OF SHELTER AND INTO APARTMENTS 5000 TROY AREA UNITED MINISTRIES 392 SECOND STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 10000 TROY PUBLIC LIBRARY 100 2ND STREET TROY NY 12180 N/A PC LANSINGBURGH BRANCH RESTORATION 15000 TROY PUBLIC SCHOOL 2 PTA 470 TENTH STREET TROY NY 12180 N/A PC FAMILY STEM ENGAGEMENT PROGRAM AT SCHOOL 2 20000 TROY PUBLIC SCHOOL 2 PTA 470 TENTH STREET TROY NY 12180 N/A PC UNRESTRICTED 1000 TROY REHABILITATION IMPROVEMENT PROGRAM (TRIP) 409 RIVER STREET 1ST FL TROY NY 12180 N/A PC BUILDING STRONG COMMUNITIES 5000 TROY SAVINGS BANK MUSIC HALL 30 SECOND STREET TROY NY 12180 N/A PC RENSAISSANCE 150: HISTORIC TRANSFORMATION CAPITAL PROJECT 33000 TROY YOUTH ASSOCIATION INC PO BOX 867 TROY NY 12180 N/A PC YOUTH PROGRAMS 12000 UMBRELLA OF THE CAPITAL DISTRICT 9 NORTH BROADWAY SCHENECTADY NY 12305 N/A PC HOME MAINTENANCE AND REPAIR FOR NEEDY RENSSELAER COUNTY SENIORS AND DISABLED PERSONS 5000 UNITY HOUSE OF TROY 2431 SIXTH AVENUE TROY NY 12180 N/A PC COMMUNITY RESOURCES FOOD PANTRY 10000 UNITY HOUSE OF TROY 2431 SIXTH AVENUE TROY NY 12180 N/A PC UNITY HOUSE TRAVELING SUMMER CAMP 5000 WHITNEY M YOUNG JR HEALTH CENTER 920 LARK DRIVE ALBANY NY 12207 N/A PC EXPANDING FAMILY MEDICINE IN THE TROY PRACTICE 10000 YWCA OF THE GREATER CAPITAL REGION INC 21 FIRST STREET TROY NY 12180 N/A PC YWCA-GCR ECONOMIC EMPOWERMENT PROGRAM (JAMISON-ROUNDS READY FOR WORK AND SCHOOL) 10000 591905 0 14 5 14 418001 18 794122 0 1212128 0 1212128 0 0 0 0 0 0 0 0 0 0 MMB+CO 4250 2125 2125 BAIRD SHORT-TERM BOND 516331 526415 CCM COMMUNITY IMPACT 594921 549281 TIAA-CREF CORE IMPACT 958066 821703 EATON VANCE ATLANTA CAPITAL SMID-CAP 587535 847425 IMPAX GLOBAL ENVIRONMENTAL MARKETS 530492 551574 ISHARES TR ESG ADVANCED MSCI EAFE 1770162 1856075 ISHARES TR MSCI EAFE SMALL CAP 421507 455411 ISHARES TR MSCI KLD 400 SOCIAL 3534914 5179249 SEAFARER OVERSEAS GROWTH AND INCOME 539485 526772 CLIFFWATER CORPORATE LENDING AT COST 1521313 1536125 LAFAYETTE SQUARE USA INC AT COST 536402 535014 DEPARTMENT OF LAW 750 0 750 OFFICE EXPENSE 1640 0 1640 SUBSCRIPTIONS 260 0 260 INSURANCE 602 0 602 COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION 27650 0 27650 SYNTRINSIC 46398 46398 0 FOREIGN TAXES 5065 5065 0 EXCISE TAXES 1117 0 0