2024-12-23T14:05:13-06:00 2024-09-30 203723571 RDG PARTNERS CPAS PLLC 10 WINTHROP STREET ROCHESTER NY 14607 990PF 2023-10-01 264794724 WALDRON RISE FOUNDATION INC WALD 8668885157 PO BOX 1734 FAIRPORT NY 14450 BRADLEY WHITMAN VICE PRESIDENT 8668885157 2024-12-23 1 1 TIMOTHY M HERN CPA P00895031 5856732600 2024-12-23 2023 2024-10-15 13:58:12Z X 9353193 X X 255065 255065 245728 1604176 245728 500793 500793 0 0 0 0 0 56411 49916 0 6495 5490 5240 0 250 6938 0 0 6938 68839 55156 0 13683 435000 435000 503839 55156 0 448683 -3046 445637 0 11441 13488 13488 116730 134782 134782 4260361 4128138 7340480 1797303 1906381 1864443 6185835 6182789 9353193 0 0 X 0 0 0 0 6185835 6182789 6185835 6182789 6185835 6182789 6185835 -3046 0 6182789 0 6182789 FIDELITY 500 INDEX FUND 163775 144426 19349 19349 FIDELITY INTL INDX-INST PRM 12296 11405 891 891 ISHARES CORE S&P 500 ETF 122579 61088 61491 61491 ISHARES CORE MSCI EMERGING MARKETS 19480 15249 4231 4231 ISHARES CORE S&P MIDCAP ETF 51456 52730 -1274 -1274 ISHARES CORE S&P SMALL CAP E 40541 14459 26082 26082 JPMORGAN BETABUILDERS CANADA 34085 24035 10050 10050 JPMORGAN BETABUILDERS DEVELOPMENT 26206 28684 -2478 -2478 JPMORGAN BETABUILDERS EUROPE ETF 60474 54509 5965 5965 JPMORGAN BETABUILDERS JAPAN ETF 22243 20299 1944 1944 SIX CIRCLES US UNCONSTR EQ 164360 125087 39273 39273 SPDR PORT S&P 500 VALUE 121022 71330 49692 49692 SPDR S&P 400 MID CAP VALUE E 65678 39496 26182 26182 SPDR S&P 500 ETF TRUST 124968 42462 82506 82506 ISHARES US TREASURY BOND ETF 92834 113319 -20485 -20485 SIX CIRCLES CREDIT OPPOT 20180 20824 -644 -644 SIX CIRCLES GLOBAL BOND 34113 39641 -5528 -5528 VANGAURD INT-TERM CORPORATE ETF 61844 60936 908 908 VANGUARD MORTGAGE BACKED SECURITIES 49920 57890 -7970 -7970 VANGUARD TOTAL BOND MARKET ETF 202132 225730 -23598 -23598 VANGUARD TOTAL INTL BOND ETF 113990 134849 -20859 -20859 245728 0 6194 0 6194 0 6194 5240 0 0 0 5240 0 954 0 0 0 0 0 0 0 0 0 0 0 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 8668885157 PO BOX 1734 FAIRPORT NY 14450 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BRADLEY R WHITMAN 4 SCR LANE VICTOR NY 14564 VICE PRESIDENT 2.00 0 0 0 MICHELLE J WHITMAN 4 SCR LANE VICTOR NY 14564 PRESIDENT 2.00 0 0 0 RENIER F CHAINTREUIL 550 S OCEAN BLVS 1108 BOCA RATON FL 33432 TREASURER 2.00 0 0 0 DANIEL M MEYERS 1000 ELMWOOD AVE ROCHESTER NY 14602 SECRETARY 2.00 0 0 0 CHRISTINE B WHITMAN 500 LEE RD SUITE 200 ROCHESTER NY 14604 DIRECTOR 1.00 0 0 0 JENA MURPHY 7191 SEVIER RD JAMESVILLE NY 13078 DIRECTOR 1.00 0 0 0 ASHLEY GEORGEN 7 LOST FEATHER DR FAIRPORT NY 14450 DIRECTOR 1.00 0 0 0 KEITH GEORGEN 7 LOST FEATHER DR FAIRPORT NY 14450 DIRECTOR 1.00 0 0 0 JAMES MURPHY 7191 SEVIER RD JAMESVILLE NY 13078 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 8683879 137533 0 8821412 0 0 8821412 132321 8689091 434455 434455 6194 6194 428261 0 428261 0 428261 448683 0 448683 428261 0 0 45538 6378 18284 46198 63742 180140 448683 0 0 0 428261 20422 0 0 200562 0 0 0 0 0 0 45538 155024 6378 18284 46198 63742 20422 WALDRON RISE FOUNDATION PO BOX 1734 FAIRPORT NY 14450 5854219824 NO SUCH REQUIREMENTS NO DEADLINES LIMITED TO IRC SECTION 501(C)(3) ORGANIZATIONS BREAKTHROUGHT1D PO BOX 5021 HAGERSTOWN MD 21741 501(C)(3) GENERAL SUPPORT 81500 ROCHESTER GENERAL COLLEGE OF HEALTH CAREERS 470 SKYVIEW CENTRE PKWY ROCHESTER NY 14622 501(C)(3) GENERAL SUPPORT 50000 BIVONA CHILD ADVOCACY CENTER 1 MT HOPE AVE ROCHESTER NY 14620 501(C)(3) GENERAL SUPPORT 31000 ROCHESTER ROTARY CHARITABLE TRUSTS INC 180 LINDEN OAKS 200 ROCHESTER NY 14625 501(C)(3) GENERAL SUPPORT 30000 ROCHESTER FRINGE FESTIVAL INC PO BOX 10508 ROCHESTER NY 14610 501(C)(3) GENERAL SUPPORT 26000 THE UPSTATE FOUNDATION INC 750 E ADAMS STREET SYRACUSE NY 13210 501(C)(3) GENERAL SUPPORT 26000 AUTISMUP INC 50 SCIENCE PKWY ROCHESTER NY 14620 501(C)(3) GENERAL SUPPORT 25000 ROCHESTER INSTITUTE OF TECHNOLOGY 1 LOMB MEMORIAL DR ROCHESTER NY 14623 501(C)(3) GENERAL SUPPORT 20000 JDRF INTERNATIONAL 200 VESEY STREET NEW YORK NY 10281 501(C)(3) GENERAL SUPPORT 15000 VETERANS OUTREACH CENTER INC 459 SOUTH AVENUE ROCHESTER NY 14620 501(C)(3) GENERAL SUPPORT 11000 DAVID HOCHSTEIN MEMORIAL MUSIC SCHOOL 50 N PLYMOUTH AVE ROCHESTER NY 14614 501(C)(3) GENERAL SUPPORT 10000 DAVID'S REFUGE 5800 HERITAGE LANDING DR EAST SYRACUSE NY 13057 501(C)(3) GENERAL SUPPORT 10000 HERITAGE CHRISTIAN SERVICES INC 275 KENNETH DR ROCHESTER NY 14623 501(C)(3) GENERAL SUPPORT 10000 R COMMUNITY BIKES INC PO BOX 26471 ROCHESTER NY 14626 501(C)(3) GENERAL SUPPORT 10000 UNITED CEREBRAL PALSY ASSOCIATION OF THE ROCHESTER AREA INC 3399 WINTON RD S ROCHESTER NY 14623 501(C)(3) GENERAL SUPPORT 10000 WXXI 280 STATE ST ROCHESTER NY 14603-302 ROCHESTER NY 14603 NC GENERAL SUPPORT 10000 SHEPARD HOME - END OF LIFE CARE 1959 FIVE MILE LINE RD PENFIELD NY 14526 501(C)(3) GENERAL SUPPORT 7500 CASA OF ROCHESTER-MONROE COUNTY INC 99 EXCHANGE BLVD ROCHESTER NY 14614 501(C)(3) GENERAL SUPPORT 6000 ASBURY FIRST UNITED METHODIST CHURCH 1050 EAST AVE ROCHESTER NY 14607 NC GENERAL SUPPORT 5000 BOYS AND GIRLS CLUB OF SYRACUSE ONONDAGA COUNTY 2100 EAST FAYETTE STREET SYRACUSE NY 13204 501(C)(3) GENERAL SUPPORT 5000 VOLUNTEER LEGAL SERVICES PROJECT OF MONROE COUNTY INC DBA JUSTCAUSE 1 W MAIN ST ROCHESTER NY 14614 501(C)(3) GENERAL SUPPORT 5000 KARA FUND INC 8328 EVA CIR CICERO NY 13039 501(C)(3) GENERAL SUPPORT 5000 NEXTCORPS 260 E MAIN ST ROCHESTER NY 14604 501(C)(3) GENERAL SUPPORT 5000 ROCHESTER CHILDFIRST NETWORK 941 SOUTH AVE ROCHESTER NY 14620 501(C)(3) GENERAL SUPPORT 5000 HEARING AND SPEECH CENTER OF ROCHESTER INC 1000 ELMWOOD AVE ROCHESTER NY 14620 501(C)(3) GENERAL SUPPORT 5000 VERA HOUSE INC 723 JAMES ST SYRACUSE NY 13203 501(C)(3) GENERAL SUPPORT 5000 INTERVOL INC 100 KINGS HWY ROCHESTER NY 14617 501(C)(3) GENERAL SUPPORT 2000 AL SIGL COMMUNITY OF AGENCIES 280 SANFORD ST ROCHESTER NY 14620 NC GENERAL SUPPORT 1000 EAGLE STAR HOUSING INC 154 COBBLESTONE COURT DR VICTOR NY 14564 501(C)(3) GENERAL SUPPORT 1000 REGIONAL HEALTH REACH INC 360 MONROE AVE ROCHESTER NY 14607 501(C)(3) GENERAL SUPPORT 1000 MEAL & MORE INC 141 EAST AVE ROCHESTER NY 14604 501(C)(3) GENERAL SUPPORT 500 THE ISAIAH HOUSE 71 PRINCE ST ROCHESTER NY 14605 NC GENERAL SUPPORT 500 435000 0 14 255065 18 245728 0 500793 0 500793 0 0 0 0 0 0 0 0 0 0 BONDS AND FIXED INCOME SECURITIES 1906381 1864443 EQUITY SECURITIES 4128138 7340480 OTHER TAXES 1382 0 0 1382 OTHER EXPENESS 3556 0 0 3556 ANNUAL DUES 2000 0 0 2000 INVESTMENT MANAGEMENT FEES 49916 49916 0 0 OTHER PROFESSIONAL FEES 6495 0 0 6495 CERTAIN ASSETS CAN ONLY BE REDEEMED FOR 95% OF THEIR FAIR MARKET VALUE UNTIL THE VESTING PERIOD IS COMPLETE. FILING FEE FOR CHAR500 250 0 0 250 ESTIMATED TAX PAYMENTS 5240 5240 0 0