2026-02-09T12:07:58-08:00 2025-12-31 150625503 Mostert Manzanero & Scott LLP 4 Associate Dr Oneonta NY 13820 990PF 2025-01-01 133444662 STANLEY PENKSA FOUNDATION INC STAN 6074322399 PO BOX 1 ONEONTA NY 13820 MICHAEL F GETMAN PRESIDENT 2026-02-09 true DEBORAH L MOSTERT P01213266 6074328700 2025 2025-03-06 01:10:19Z X 877410 X X 43911 43911 43911 32805 151576 32805 76716 76716 43911 600 1471 771 700 500 250 250 243 8372 5400 2972 11186 6421 3922 46300 46300 57486 6421 50222 19230 70295 43911 3096 13014 13014 695648 704960 864396 698744 717974 877410 0 X 698744 717974 698744 717974 698744 717974 698744 19230 717974 717974 35 Flexshares mstar glbl P 2001-01-01 2025-12-11 1569 1446 123 123 40 ISH MSCI EAFE P 2001-01-01 2025-12-11 4561 3223 1338 1338 1539.768 DODGE & COX INCOME FD P 2001-01-01 2025-12-11 19940 21418 -1478 -1478 452.745 Columbia dividend P 2001-01-01 2025-12-11 17485 10811 6674 6674 246.903 DODGE & COX INTL P 2001-01-01 2025-12-11 4185 2261 1924 1924 66.294 jpmorgan chase P 2001-01-01 2025-12-11 6170 2798 3372 3372 1894.627 VANGUARD ST BOND FD P 2010-01-01 2025-12-11 47631 46670 961 961 192.022 DFA GLOBAL REAL ESTATE P 2001-01-01 2025-12-11 2070 1807 263 263 163.158 Lazard global listed P 2001-01-01 2025-12-11 2945 2214 731 731 47.614 FIDELITY 500 INDEX FD P 2001-01-01 2005-12-11 11415 4399 7016 7016 426.206 FIDELITY US BOND INDEXZ P 2001-01-01 2025-12-11 4505 5033 -528 -528 24.067 FIDELITY 500 INDEX FD P 2001-01-01 2025-06-05 5000 2223 2777 2777 35.317 Columbia dividend P 2001-01-01 2025-09-03 1300 843 457 457 23.007 JP morgan large cap P 2001-01-01 2025-09-03 2000 971 1029 1029 12.542 FIDELITY 500 INDEX FD P 2001-01-01 2025-09-03 2800 1159 1641 1641 122.316 DFA EMERGING MARKETS P 2001-01-01 2025-11-06 4500 3059 1441 1441 549.115 DODGE & COX INTL P 2001-01-01 2025-11-06 9000 5162 3838 3838 324.441 Fidelity emerging mkts P 2001-01-01 2025-11-06 4500 3274 1226 1226 32805 977 977 977 977 0 false false false false false false false true true NY true false false false false true N/A Michael F Getman 6074322399 PO BOX 1 ONEONTA NY 13820 false false false false false false false false false false false false false false false false false false false false false false MICHAEL F GETMAN PO BOX 1 ONEONTA NY 13820 PRESIDENT 1.00 150 PETER INNES NORTH ROAD EAST WORCESTER NY 12064 Trustee 1.00 150 MELINDA FROST GENERAL DELIVERY E WORCESTER NY 12197 SECTY/TREAS 1.00 150 JAMES EMPIE PO BOX 1 ONEONTA NY 13820 Trustee 1.00 150 NONE NONE THE FOUNDATION HAS PROVIDED CASH GRANTS TO MANY LOCAL NOT-FOR-PROFIT ENTITIES IN THE WORCESTER, NY AREA IN SATISFACTION OF ITS MISSION. REFER TO THE DETAILS PROVIDED IN PART XV OF THIS RETURN. 46300 861802 2140 0 863942 0 863942 12959 850983 42549 42549 977 977 41572 41572 41572 50222 50222 41572 1252 5557 7823 12108 10925 37665 50222 0 41572 8650 46315 0 1252 45063 5557 7823 12108 10925 8650 GETMAN LAW FIRM PO Box 1 Oneonta NY 13820 6074322399 NO APPLICATION FORM; SUBMIT LETTER OF REQUEST EXPAINING USE OF THE GRANT FUNDS. NONE, ALTHOUGH DISBUREMENTS ARE USUALLY MADE IN NOV/DEC @ YR RECIPIENT ORGANIZATIONS MUST USE GRANT FUNDS TO BENEFIT WORCESTER, NY OR ITS IMMEDIATE SURROUNDING AREAS. WORCESTER HOSE CO NO 1 PO BOX 430 WORCESTER NY 12197 NONE GOV GENERAL OPERATIONS 10000 EAST WORCESTER HOSE CO PO BOX 781 EAST WORCESTER NY 12064 NONE GOV GENERAL OPERATIONS 10000 WORCESTER EMERGENCY SQUAD PO BOX 781 WORCESTER NY 12197 NONE GOV GENERAL OPERATIONS 10000 WORCESTER CENTRAL SCHOOL DISTRICT 189 MAIN ST WORCESTER NY 12197 NONE GOV GENERAL OPERATIONS 1500 WORCESTER SCHOOL BACKPACK PROGRAM 189 MAIN ST WORCESTER NY 12197 NONE PC SCHOOL BACKPACK PROGRAM 6500 WORCESTER FOOD PANTRY 178 MAIN STREET WORCESTER NY 12197 NONE PC FOOD PANTRY 6500 DAUGHTERS OF THE AMERICAN REVOLUTIO 138 Green Road WORCESTER NY 12197 NONE PC HISTORICAL ACTIVITIES 1000 WORCESTER YOUTH BASEBALL ORGANIZATO Main Street Worcester NY 12197 NONE PC Operations 800 46300 14 43911 18 32805 76716 76716 false false false false false false false false false false 1471 771 0 700 BOND FUNDS AT COST 337257 324739 EQUITY FUNDS AT COST 323616 495570 CASH EQUIVALENTS AT COST 44087 44087 BANK CHARGES 38 38 FILING FEES 100 100 INSURANCE 895 895 INVESTMENT FEES 7308 5400 1908 OTHER EXPENSES 31 31 secretary fee 500 250 0 250 EXCISE TAX 243