2026-08-28T12:20:35-04:00 2025-12-31 270302076 BURDICK & PEARSON CPA'S PLLC 168 WEST FIRST STREET OSWEGO NY 13126 990PF 2025-01-01 161314643 TARANDI FOUNDATION TARA 6463257701 2992 STATE ROUTE 48 OSWEGO NY 13126 NEELESH R SHAH TRUSTEE 6463257701 2026-08-26 ARTHUR F PEARSON CPA P00747903 3153439101 2026-08-28 2025 X X 4394140 X 1517542 X 9067 9067 54228 53505 11848 200051 10060 1592685 72632 2089 1289 1289 800 464 214 214 250 2553 1503 1503 1050 85903 85903 88456 1503 1503 86953 1504229 71129 123968 1251833 1251833 1145176 1405360 3051536 39389 65501 90771 1308533 2722694 4394140 0 X 1308533 2722694 1308533 2722694 1308533 2722694 1308533 1504229 60658 2873420 150726 2722694 10060 989 989 989 964 964 X 10 35 false false false false false false false true true NY true false false false false true N/A NEELESH R SHAH 6463257701 2992 STATE ROUTE 48 OSWEGO NY 13126 false false false false false false false false false false false false false false false false false false false false NEELESH R SHAH 2992 STATE ROUTE 48 OSWEGO NY 13126 TRUSTEE 000.00 0 0 0 MONICA R SHAH 1441 MAYHURST BLVD MCLEAN VA 22102 TRUSTEE 000.00 0 0 0 NONE NONE BROWN UNIVERSITY 69653 SUNY OSWEGO 6000 OSWEGO BOOKMOBILE 2500 SANDY CREEK CENTRAL SCHOOL DISTRICT, MEXICO CENTRAL SCHOOL DISTRICT & HANNIBAL CENTRAL SCHOOL DISTRICT 6000 N/A 2717666 485114 0 3202780 3202780 48042 3154738 157737 157737 989 989 156748 156748 156748 86953 86953 156748 12644 12644 86953 86953 12644 12644 57151 NEELESH R SHAH MONICA SHAH NEELESH R SHAH 2992 STATE ROUTE 48 OSWEGO NY 13126 2122530545 NO FORMS OR MATERIALS SPECIFIED NONE NONE BROWN UNIVERSITY 71 GEORGE STREET PROVIDENCE RI 02912 POF EDUCATION SUPPORT 69653 SUNY OSWEGO 7060 STATE ROUTE 104 OSWEGO NY 13126 POF SCHOLARSHIPS 6000 ROTARY CLUB OF OSWEGO PO BOX 3133 OSWEGO NY 13126 POF SCHOLARSHIPS 1000 SANDY CREEK CENTRAL SCHOOL 124 SALISBURY STREET SANDY CREEK NY 13145 POF SCHOLARSHIPS 2000 OSWEGO BOOKMOBILE PO BOX 5405 OSWEGO NY 13126 POF EDUCATION SUPPORT 2500 MEXICO CENTRAL SCHOOL DISTRICT 16 FRAVOR DRIVE MEXICO NY 13114 POF SCHOLARSHIPS 2000 HANNIBAL CENTRAL SCHOOL DISTRICT 928 CAYUGA STREET HANNIBAL NY 13074 POF SCHOLARSHIPS 2000 CATO MERIDAN CENTRAL SCHOOL 2851 NY 370 CATO NY 13033 POF SCHOLARSHIPS 750 85903 14 9067 14 53505 723 14 11848 74420 723 75143 false false false false false false false false false false VANGUARD HIGH YLD TAX EXEMPT 2024-10 PURCHASE 2025-10 4255 4243 12 VANGUARD HIGH YLD TAX EXEMPT 2024-05 PURCHASE 2025-10 69842 69650 192 VANGUARD HIGH YLD TAX EXEMPT 2024-05 PURCHASE 2025-10 114532 114211 321 ALTABA INC 2011-07 PURCHASE 2025-05 70 70 GILDAN ACTIVEWEAR 1987-10 PURCHASE 2025-12 54 54 HANESBRAND INC 2006-07 PURCHASE 2025-12 1238 99 1139 610.4887 SH ALTRIA 19713 35201 500 SH BLACKSTONE 76875 77070 845.8287 SH CHEVRON 65056 128913 123.2722 SH GE AEROSPACE 16837 37971 40 SH GEHC 6185 3281 30 SH GEV 4272 19607 48.0278 SH KRAFT HEINZ CO 894 1164 146.0837 SH MONDELEZ INTL 1837 7864 1340.2815 SH PFIZER 42587 33373 221.2298 SH PHILIP MORRIS INTL 7009 35485 142 SH VIATRIS INC 1935 1768 5.0028 SH WABTEC 390 1068 567.7628 SH CARDINAL HEALTH 12312 116675 100 SH CITIGROUP 19625 11669 872.7688 SH GENERAL AEROSPACE 208582 268839 1500.567 SH INTEL 53477 55371 1566.273 SH IBM 194636 463946 1375 SH MICROSOFT 90425 664978 2401.601 NESTLE CO 189561 237230 5250.1 SH SOUTHERN CO 216146 457809 530 SH P & G 12467 75954 898 SH EXXON MOBIL 64007 108065 27.268 SH SMUCKERS 2940 2667 215 GE VERNOVA 29181 140518 241 SH WB DISCOVERY 5779 6946 HANESBRANDS INC 1000 SHRS AT&T 18541 24840 286 GE HEALTHCARE 42129 23458 157 GILDAN ACTIWEAR 1962 9806 AB GLOBAL BOND FUND AT COST 983 923 PIMCO LOW DURATION FUND AT COST 25129 24071 COLUMBIA LARGE CAP INDEX FUND AT COST 9207 24895 COLUMBIA SMALL CAP INDEX FUND AT COST 30182 40882 FMV > COST SECURITIES SHAH TRUST 150726 EXPENSES NYS EPTL FILING FEE 250 250 EMA ANNUAL FEE 150 150 150 BANK FEES 64 64 64 FMV > BOOK DONATION OF MICROSOFT 60658 FEDERAL EXCISE TAX 800 800 FOREIGN TAX 1289 1289 1289