2026-03-30T07:23:13-05:00 2025-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990PF 2025-01-01 146019064 THE MCCARTHY CHARITIES INC MCCA 5182659343 PO BOX 1090 TROY NY 121811090 BRIDGET MCCARTHY TREASURER 5182659343 2026-03-04 1 CHRISTOPHER L CIMIJOTTI CPA P00323521 5187850134 2025 2025-03-06 01:10:19Z X 14717987 X X 8 8 487127 487127 316660 1026268 316660 803795 803795 0 0 0 4675 2338 2337 66739 47539 19200 31586 5882 0 18044 0 18044 2145 0 2145 123189 55759 41726 626645 626645 749834 55759 668371 53961 748036 140648 203436 203436 7384095 7063012 10207326 2069318 2099368 1978877 2057715 2339921 2328348 11651776 11705737 14717987 0 0 X 11651776 11705737 0 0 0 0 11651776 11705737 11651776 11705737 11651776 53961 0 11705737 0 11705737 SYNTRINSIC - PUBLICLY TRADED SECURITIES 867904 709608 158296 158296 CAPITAL GAINS DIVIDENDS P 158364 158364 158364 316660 10398 0 10398 0 10398 16400 0 0 0 16400 0 6002 6002 0 0 0 0 0 0 0 0 0 0 0 1 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 ADELE MCCARTHY-BEAUVAIS PO BOX 1090 TROY NY 121811090 DIRECTOR 1.00 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 13837543 125821 0 13963364 0 0 13963364 209450 13753914 687696 687696 10398 10398 677298 0 677298 0 677298 668371 0 668371 677298 0 0 3066 914 10146 14126 668371 0 0 0 668371 0 8927 8927 5199 0 0 0 0 0 0 0 5199 5199 X 518 ELEVATED 1218 CENTRAL AVENUE SUITE 20 ALBANY NY 12205 N/A PC GENERAL OPERATING, PATHWAYS TO SUCCESS, MEDICAL COLLEGE TOURS FOR TROY SCHOLARS 6000 ACADEMY OF THE HOLY NAMES 1073 NEW SCOTLAND ROAD ALBANY NY 12208 N/A PC PARTNERS IN EDUCATION SCHOLARSHIP PROGRAM 10000 ARK INC 415 RIVER STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 10000 BOYS & GIRLS CLUBS OF THE CAPITAL AREA - 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TROY MIDDLE SCHOOL WELLNESS PROGRAM 10000 MEDIA ALLIANCESANCTUARY FOR INDEPENDENT MEDIA 3361 SIXTH AVENUE TROY NY 12180 N/A PC SECURING THE SANCTUARY 10000 MEDIA ALLIANCESANCTUARY FOR INDEPENDENT MEDIA 3361 SIXTH AVENUE TROY NY 12180 N/A PC YOUTH STEM EDUCATION, WATER JUSTICE LAB, AP PROGRAM 23000 OAKWOOD COMMUNITY CENTER 313 TENTH STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 10000 QUESTAR III BOCESEDUCATION FOUNDATION 10 EMPIRE BOULEVARD CASTLETONONHUDSON NY 12033 N/A PC QUESTAR III STEM RESEARCH INSTITUTE 20000 SIDEWALK WARRIORS - TROY 35 STATE STREET TROY NY 12180 N/A PC 5TH ANNUAL FALL FUNDRAISER 1500 SIDEWALK WARRIORS - TROY 35 STATE STREET TROY NY 12180 N/A PC REFRIGERATION VAN 20000 ST JOSEPH PARISH - ROMAN CATHOLIC CHURCH 416 THIRD STREET TROY NY 12180 N/A PC FOOD PANTRY 5000 TAP INC 210 RIVER STREET TROY NY 12180 N/A PC LITTLE ITALY MARKET PROJECT 10000 THE RENSSELAER NEWMAN FOUNDATION 2125 BURDETT AVENUE TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 3000 TROY AREA UNITED MINISTRIES 392 SECOND STREET TROY NY 12180 N/A PC THE FURNITURE PROGRAM AND TECH FOR TEENS 10000 TROY AREA UNITED MINISTRIES 392 SECOND STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 120 TROY AREA UNITED MINISTRIES 392 SECOND STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 1000 TROY BIKE RESCUE 3280 6TH AVENUE TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 5000 TROY PUBLIC LIBRARY 100 2ND STREET TROY NY 12180 N/A PC LANSINGBURGH BRANCH, INTERIOR RESTORATION OF CHILDREN'S ROOM 5000 TROY PUBLIC SCHOOL 2 PTA 470 TENTH STREET TROY NY 12180 N/A PC FAMILY STEM ENGAGEMENT PROGRAM AT SCHOOL 2 20000 TROY REHABILITATION IMPROVEMENT PROGRAM (TRIP) 409 RIVER STREET 1ST FL TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 5000 TROY SAVINGS BANK MUSIC HALL 30 SECOND STREET TROY NY 12180 N/A PC RENSAISSANCE 150, HISTORIC TRANSFORMATION CAPITAL PROJECT 33000 TROY SAVINGS BANK MUSIC HALL 30 SECOND STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 275 TROY YOUTH ASSOCIATION INC PO BOX 867 TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 12000 TROY YOUTH ASSOCIATION INC PO BOX 867 TROY NY 12180 N/A PC YOUTH PROGRAMS, SUMMER CAMP AND AFTERSCHOOL CHILD CARE 12000 UMBRELLA OF THE CAPITAL DISTRICT 9 NORTH BROADWAY SCHENECTADY NY 12305 N/A PC ROUTINE AND EMERGENCY SERVICES FOR OUR RENSSELAER COUNTY MEMBERS 5000 UNITY HOUSE 2431 SIXTH AVENUE TROY NY 12180 N/A PC COMMUNITY RESOURCES FOOD PANTRY 5000 UNITY HOUSE OF TROY 2431 SIXTH AVENUE TROY NY 12180 N/A PC TRAVELING SUMMER CAMP 8000 WHITNEY M YOUNG JR HEALTH CENTER 920 LARK DRIVE ALBANY NY 12207 N/A PC TROY DENTAL CLINIC EXPANSION 10000 YWCA OF THE GREATER CAPITAL REGION INC 21 FIRST STREET TROY NY 12180 N/A PC YWCA-GCR HELP WANTED PROGRAM 10000 HART CLUETT MUSEUM AT HISTORIC RENSSELAER COUNTY 57 SECOND ST TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 150 626645 0 14 8 14 487127 18 316660 0 803795 0 803795 0 0 0 0 0 0 0 0 0 0 MMB+CO 4675 2338 2337 BAIRD SHORT-TERM BOND 539942 556245 CCM COMMUNITY IMPACT 597718 570559 TIAA-CREF CORE IMPACT 961708 852073 EATON VANCE ATLANTA CAPITAL SMID-CAP 625186 786242 IMPAX GLOBAL ENVIRONMENTAL MARKETS 607994 586457 ISHARES TR ESG ADVANCED MSCI EAFE 1503618 1816362 ISHARES TR MSCI EAFE SMALL CAP 366748 500398 ISHARES TR MSCI KLD 400 SOCIAL 3475987 5918287 SEAFARER OVERSEAS GROWTH AND INCOME 483479 599580 CLIFFWATER CORPORATE LENDING AT COST 1685623 1673188 LAFAYETTE SQUARE USA INC AT COST 654298 655160 DEPARTMENT OF LAW 750 0 750 OFFICE EXPENSE 1395 0 1395 COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION 19200 0 19200 SYNTRINSIC 47539 47539 0 FOREIGN TAXES 5882 5882 0 EXCISE TAXES 25704 0 0