2025-10-24T14:39:15-05:00 2025-06-30 161506673 JOHN S TRUSSALO CPA PC 315 N MAIN ST 200 JAMESTOWN NY 14701 990PF 2024-07-01 160907729 HULTQUIST FOUNDATION INC HULT 7164831122 525 FAIRMOUNT AVE JAMESTOWN NY 14701 STEPHEN J WRIGHT PRESIDENT 7164831122 2025-10-07 1 1 JOHN TRUSSALO CPA P00335558 7164872910 2025-10-07 2024 2025-03-06 01:10:19Z X 19281828 X X 440407 440407 561024 3537269 561024 85 85 1001516 1001516 5600 2800 2800 5320 2660 2660 78140 73269 4871 750 375 375 89810 79104 10706 925029 925029 1014839 79104 935735 -13323 922412 409759 989646 989646 10053681 9548788 13796244 4629641 4541324 4495938 15093081 15079758 19281828 0 0 X 15093081 15079758 15093081 15079758 15093081 15079758 15093081 -13323 0 15079758 0 15079758 PNC ADVISORS - VARIOUS P 2024-06-30 2025-06-30 1672488 1573668 98820 98820 WILMINGTON TRUST - VARIOUS P 2024-06-30 2025-06-30 1709430 1402577 306853 306853 CAPITAL GAINS DIVIDENDS P 155351 155351 155351 561024 12822 0 12822 0 12822 18999 0 0 0 18999 X 0 6177 6177 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 1.00 800 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 TIMOTHY T BLACK 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 VICE PRESIDENT 1.00 400 0 0 AMY M BRINKLEY 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 VICE PRESIDENT 1.00 400 0 0 DANA A LUNDBERG 525 FAIRMOUNT AVENUE JAMESTOWN NY 14701 VICE PRESIDENT 1.00 400 0 0 NONE 0 NONE 0 0 18241579 511395 0 18752974 0 0 18752974 281295 18471679 923584 923584 12822 12822 910762 0 910762 0 910762 935735 0 935735 910762 0 0 524 524 935735 0 0 0 910762 24973 0 0 25497 0 0 0 0 0 0 0 25497 524 24973 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. A CHILDREN'S PLACE 509 PRENDERGAST AVE JAMESTOWN NY 14701 PUB CHAR PLAYGROUND RENOVATION 5000 AMERICAN RED CROSS 325 E 4TH STREET JAMESTOWN NY 14701 PUB CHAR LOCAL DISASTER RELIEF PREPAREDNESS 25000 AUDUBON COMMUNITY NATURE CENTER 1600 RIVERSIDE ROAD FREWSBURG NY 14738 PUB CHAR OPERATIONAL SUPPORT 10000 BUSTI HISTORICAL SOCIETY 3443 LAWSON ROAD JAMESTOWN NY 14701 PUB CHAR GRAVEL FOR PARKING LOT IMPROVEMENTS 17310 CHAUTAUQUA INSTITUTION PO BOX 28 CHAUTAUQUA NY 14722 PUB CHAR BELLINGER HALL RENOVATION $100,000 AND MUSIC SCHOOL FESTIVAL ORCHESTRA $50,000 150000 CHAUTAUQUA LAKE AND WATERSHED MANAGEMENT ALLIANCE 201 WEST 3RD STREET SUITE 115 JAMESTOWN NY 14701 PUB CHAR HERBICIDE TREATMENT PLAN FOR CHAUTAUQUA LAKE 50000 CHILD ADVOCACY PROGRAM (CAP) 405 W 3RD STREET JAMESTOWN NY 14701 PUB CHAR OPERATIONAL SUPPORT 15000 FAMILY SERVICE OF THE CHAUTAUQUA REGION 332 E 4TH ST JAMESTOWN NY 14701 PUB CHAR PURCHASE HARDWARE, SOFTWARE, TECHNICAL UPGRADES 14319 FIRST LUTHERAN CHURCH OF JAMESTOWN 120 CHANDLER ST JAMESTOWN NY 14701 PUB CHAR RENOVATE PARSONAGE TO EXPAND HOUSING FOR WOMEN IN NEED 7500 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 56480 JAMES PRENDERGAST LIBRARY ASSOCIATION 509 CHERRY STREET JAMESTOWN NY 14701 PUB CHAR PURCHASE ADULT NON-FICTIONAL MATERIALS 20000 LITERACY VOLUNTEERS OF CHAUTAUQUA COUNTY 10 PARK PLACE FREDONIA NY 14063 PUB CHAR LITERACY SERVICES IN CHAUTAUQUA COUNTY 10000 LUTHERAN SOCIAL SERVICES 715 FALCONER STREET JAMESTOWN NY 14701 PUB CHAR HULTQUIST PLACE RENOVATIONS 150000 MENTAL HEALTH ASSOCIATION IN CHAUTAUQUA COUNTY 31 WATER STREET 7 JAMESTOWN NY 14701 PUB CHAR FULL-TIME BILINGUAL COUNSELOR WITH BENEFITS 65000 REG LENNA CENTER FOR THE ARTS 116 E 3RD STREET JAMESTOWN NY 14701 PUB CHAR UPDATE THEATER LIGHTING EQUIPMENT 75000 ROBERT H JACKSON CENTER 305 E 4TH STREET JAMESTOWN NY 14701 PUB CHAR THEATER RENOVATION PROJECT 25000 SAINT SUSAN CENTER 31 WATER STREET JAMESTOWN NY 14701 PUB CHAR RENOVATIONS FOR NEW FACILITY 50000 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 READY FOR WORK - READY FOR LIFE PROGRAM 40000 YOUNG MEN'S CHRISTIAN ASSOCIATION OF JAMESTOWN 101 E 4TH STREET JAMESTOWN NY 14701 PUB CHAR REFUNDED PRIOR YEAR GRANT 37420 YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF JAMESTOWN 401 N MAIN STREET JAMESTOWN NY 14701 PUB CHAR TRANSITIONAL HOUSING PROGRAM 25000 925029 0 14 440407 14 85 18 561024 0 1001516 0 1001516 0 0 0 0 0 0 0 0 0 0 AUDIT AND TAX RETURN PREPARATION 5320 2660 2660 MUTUAL FUNDS AND EXCHANGED TRADED FUNDS 4541324 4495938 PUBLICLY TRADED EQUITIES 1906945 3755030 MUTUAL FUNDS AND EXCHANGED TRADED FUNDS 7641843 10041214 NYS FILING FEE 750 375 375 CLASS ACTION SETTLEMENTS 85 85 85 ADMINISTRATION 9742 4871 4871 INVESTMENT MANAGEMENT FEES 68398 68398 0