2024-05-13T08:15:14-05:00 2023-12-31 161092347 MENGEL METZGER BARR & CO LLP 11 BRITISH AMERICAN BLVD LATHAM NY 12110 990PF 2023-01-01 146019064 THE MCCARTHY CHARITIES INC MCCA 5182659343 PO BOX 1090 TROY NY 121811090 BRIDGET MCCARTHY TREASURER 5182659343 2024-05-01 1 BRIDGET MCCARTHY 999009999 1 CHRISTOPHER L CIMIJOTTI CPA P00323521 5187850134 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 12773662 X X 482 482 287649 287649 239152 4834997 239152 527283 527283 0 0 0 4920 2460 2460 70198 44048 26150 2740 2740 0 17560 0 17560 8328 0 8328 103746 49248 54498 539760 539760 643506 49248 594258 -116223 478035 70326 98289 98289 8094461 7266532 9045945 1307851 1915492 1759923 1787739 1863841 1869505 11260377 11144154 12773662 0 0 X 11260377 11144154 0 0 0 0 11260377 11144154 11260377 11144154 11260377 -116223 0 11144154 0 11144154 SYNTRINSIC - PUBLICLY TRADED SECURITIES 4726498 4595845 130653 130653 CAPITAL GAINS DIVIDENDS P 108499 108499 108499 239152 6645 0 6645 0 6645 12328 0 0 0 12328 0 5683 5683 0 0 0 0 0 0 0 0 0 0 0 0 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 DIRECTOR 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 KATE SHERIDAN PO BOX 1090 TROY NY 121811090 SECRETARY 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 12111709 70808 0 12182517 0 0 12182517 182738 11999779 599989 599989 6645 6645 593344 0 593344 0 593344 594258 0 594258 593344 0 0 1928 3066 4994 594258 0 0 0 593344 914 0 0 5908 0 0 0 0 0 0 0 5908 1928 3066 914 X 518 ELEVATED (CAPITAL REGION SPONSOR-A-SCHOLAR INC) 1218 CENTRAL AVENUE SUITE 20 ALBANY NY 12205 N/A PC PATHWAYS TO COLLEGE PROGRAM 15000 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 ASSISTANCE FOR THE 2023-24 SCHOOL YEAR 15000 ARTS CENTER OF THE CAPITAL REGION 265 RIVER STREET TROY NY 12180 N/A PC NORTH CENTRAL CREATES 170 ARTS CENTER OF THE CAPITAL REGION 265 RIVER STREET TROY NY 12180 N/A PC ARTS ACCESS SCHOLARSHIPS 250 ARTS CENTER OF THE CAPITAL REGION 265 RIVER STREET TROY NY 12180 N/A PC THE FISH MARKET PHASE III 10000 BOYS & GIRLS CLUBS OF THE CAPITAL AREA - TROY BRANCH 21 DELAWARE AVENUE ALBANY NY 12210 N/A PC SUMMER PROGRAMMING 5000 BOYS & GIRLS CLUBS OF THE CAPITAL AREA - TROY BRANCH 21 DELAWARE AVENUE ALBANY NY 12210 N/A PC SUMMER CAMP 10000 CAPITAL DISTRICT YMCA - TROY YMCA 465 NEW KARNER ROAD ALBANY NY 12205 N/A PC SUMMER DAY CAMP 10000 CAPITAL ROOTS 594 RIVER STREET TROY NY 12180 N/A PC INCUBATOR KITCHEN PROGRAM 70000 CATHOLIC CHARITIES 40 NORTH MAIN AVENUE ALBANY NY 12203 N/A PC UNRESTRICTED 250 CATHOLIC CHARITIES TRI-COUNTY SERVICES - CAMP SCULLY 50 HERRICK STREET RENSSELAER NY 12144 N/A PC CAMP SCULLY CAMPERSHIPS 7000 CATHOLIC CHARITIES TRI-COUNTY SERVICES - SUNNYSIDE CENTER 50 HERRICK STREET RENSSELAER NY 12144 N/A PC SUNNYSIDE CENTER SUMMER PROGRAM 12000 CIRCLES OF MERCY INC 11 WASHINGTON STREET RENSSELAER NY 12144 N/A PC 2023 CIRCLES OF MERCY OUTREACH PROGRAM 10000 COLLEGE OF SAINT ROSE 432 WESTERN AVENUE ALBANY NY 12203 N/A PC UNRESTRICTED 500 COMMISSION ON ECONOMIC OPPORTUNITY 2331 FIFTH AVENUE TROY NY 12180 N/A PC SUMMER PROGRAM 8000 COMMUNITY CAREGIVERS INC 2021 WESTERN AVENUE SUITE 104 ALBANY NY 12203 N/A PC NEIGHBORS HELPING NEIGHBORS IN RENSSELAER COUNTY 10000 COMMUNITY HOSPICE FOUNDATION INC 445 NEW KARNER ROAD ALBANY NY 12205 N/A PC COMPLEMENTARY PROGRAMS & SERVICES 10000 COMMUNITY LOAN FUND OF THE CAPITAL REGION INC 255 ORANGE ST 103 ALBANY NY 12210 N/A PC SUPPORTING RENSSELAER COUNTY NONPROFIT PROJECTS 15000 CONTEMPORARY CIRCUS & IMMERSIVE ARTS CENTER 210 RIVER STREET TROY NY 12180 N/A PC CIRCUS PROGRAMMING AT CAPITAL REGION AFTER SCHOOL PROGRAMS, FALL '23 2500 EXPONENT PHILANTHROPY PO BOX 65607 WASHINGTON DC 20035 N/A PC MEMBERSHIP, ETC. 1590 FOOD PANTRIES FOR THE CAPITAL DISTRICT 32 ESSEX STREET ALBANY NY 12206 N/A PC FILLING THE GAP - FUNDING FOR FOOD 15000 FOOD PANTRY OF ST JOSEPH CHURCH 416 3RD ST TROY NY 12180 N/A PC UNRESTRICTED 5000 FRIENDS OF DYKEN POND CENTER 475 DYKEN POND ROAD CROPSEYVILLE NY 12052 N/A PC YOUTH SCHOLARSHIPS 4000 FRIENDS OF PROSPECT PARK 61 STATE STREET TROY NY 121803497 N/A PC SUMMER PROGRAMS 9000 HUDSON MOHAWK INDUSTRIAL GATEWAY BURDEN IRONWORKS MUSEUM 1 EAST INDUSTRIAL PARKWAY TROY NY 12180 N/A PC EXTERIOR HISTORIC SIGNAGE FOR THE LADLE CAR AND STEAM ENGINE EXHIBIT 4000 HUDSON VALLEY COMMUNITY COLLEGE 80 VANDENBURGH AVENUE TROY NY 12180 N/A PC TUITION ASSISTANCE FOR CHILDREN'S SUMMER PROGRAM 8000 HUDSON VALLEY COMMUNITY COLLEGE FOUNDATION 80 VANDENBURGH AVENUE TROY NY 12180 N/A PC SECOND CHANCE SCHOLARSHIPS (YEAR 2 OF FUNDING) 10000 HUDSON VALLEY COMMUNITY COLLEGE FOUNDATION 80 VANDENBURGH AVENUE TROY NY 12180 N/A PC HUDSON VALLEY COMMUNITY COLLEGE HONORS COLLEGE SCHOLARSHIPS 10000 INTERFAITH PARTNERSHIP FOR THE HOMELESS 176 SHERIDAN AVENUE ALBANY NY 12210 N/A PC ASSISTING THE HOMELESS AS THEY ARE RELEASED FROM LOCAL HOSPITALS 5000 JOSEPH'S HOUSE AND SHELTER 74 FERRY STREET TROY NY 12180 N/A PC HOUSING SERVICES 10000 JOSEPH'S HOUSE 74 FERRY STREET TROY NY 12180 N/A PC UNRESTRICTED 10000 LA SALLE INSTITUTE 174 WILLIAMS ROAD TROY NY 12180 N/A PC KEVIN KING SCHOLARSHIP 5000 LANSINGBURGH BOYS & GIRLS CLUB 501 4TH AVENUE TROY NY 12182 N/A PC GENERAL INSURANCE PAYMENT RELIEF 5000 LITERACY VOLUNTEERS OF RENSSELAER COUNTY 71 1ST STREET TROY NY 12180 N/A PC TUTORING ADULT LEARNERS IN RENSSELAER COUNTY 15000 MEDIA ALLIANCE SANCTUARY FOR INDEPENDENT MEDIA 3361 SIXTH AVENUE TROY NY 12180 N/A PC SANCTUARY CAMPUS WIDE CONNECTIONS 10000 OAKWOOD COMMUNITY CENTER 313 TENTH STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 10000 QUESTAR III BOCES EDUCATION FOUNDATION 35 COLLEEN ROAD TROY NY 12180 N/A PC QUESTAR III STEM RESEARCH INSTITUTE 10000 QUESTAR III BOCES EDUCATION FOUNDATION 35 COLLEEN ROAD TROY NY 12180 N/A PC QUESTAR III STEM RESEARCH INSTITUTE 10000 REGIONAL FOOD BANK OF NORTHEASTERN NEW YORK 965 ALBANY-SHAKER ROAD LATHAM NY 12110 N/A PC USING TECHNOLOGY TO STREAMLINE RECORD KEEPING FOR HUNGER RELIEF 6000 RENSSELAER LAND TRUST INC 415 RIVER STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 15000 SIDEWALK WARRIORS 35 STATE STREET TROY NY 12180 N/A PC UNRESTRICTED 5000 SIDEWALK WARRIORS - TROY 35 STATE STREET TROY NY 12180 N/A PC SIDEWALK WARRIORS - TROY DISTRIBUTIONS 25000 SIENA COLLEGE 515 LOUDON ROAD LOUDONVILLE NY 12211 N/A PC UNRESTRICTED 1500 SIENA COLLEGE 515 LOUDON ROAD LOUDONVILLE NY 12211 N/A PC UNRESTRICTED 2500 ST AUGUSTINE'S PARISH 25 115TH STREET TROY NY 12182 N/A PC GENERAL OPERATING SUPPORT 5000 ST PAUL'S CENTER 947 3RD ST RENSSELAER NY 12144 N/A PC MATTRESSES FOR GUESTS MOVING OUT OF SHELTER AND INTO APARTMENTS 5000 TROY AREA UNITED MINISTRIES 392 SECOND STREET TROY NY 12180 N/A PC TECH FOR TEENS AND THE FURNITURE PROGRAM 10000 TROY BIKE RESCUE 3280 6TH AVENUE TROY NY 12180 N/A PC TROY BIKE RESCUE YOUTH SHOP 2500 TROY PUBLIC LIBRARY 100 2ND STREET TROY NY 12180 N/A PC GENERAL OPERATING SUPPORT 15000 TROY SAVINGS BANK MUSIC HALL 30 SECOND STREET TROY NY 12180 N/A PC 2023-24 SEASON PROGRAMMING, FEATURING ARTS IN EDUCATION 5000 TROY YOUTH ASSOCIATION INC PO BOX 867 TROY NY 12180 N/A PC YOUTH PROGRAMS, SUMMER DAY CAMP, AFTER SCHOOL CHILD CARE 9000 UMBRELLA OF THE CAPITAL DISTRICT 9 NORTH BROADWAY SCHENECTADY NY 12305 N/A PC HOME MAINTENANCE FOR NEEDY SENIORS 5000 UNITY HOUSE 2431 SIXTH AVENUE TROY NY 12180 N/A PC COMMUNITY RESOURCES FOOD PANTRY 10000 UNITY HOUSE OF TROY INC 2431 SIXTH AVENUE TROY NY 12180 N/A PC SUMMER TRAVELING CAMP 6000 WHITNEY YOUNG HEALTH 920 LARK DRIVE ALBANY NY 12207 N/A PC RE-OPENING TROY DENTAL PRACTICE 25000 YWCA OF THE GREATER CAPITAL REGION INC 21 FIRST STREET TROY NY 12180 N/A PC JAMISON-ROUNDS READY FOR WORK AND SCHOOL 10000 539760 0 14 482 14 287649 18 239152 0 527283 0 527283 0 0 0 0 0 0 0 0 0 0 MMB+CO 4920 2460 2460 BAIRD SHORT-TERM BOND 494017 501373 CCM COMMUNITY IMPACT 538664 497681 TIAA-CREF CORE IMPACT 882811 760869 BOSTON TRUST WALDEN SMALL-CAP 341578 341552 EATON VANCE ATLANTA CAPITAL SMID-CAP 597020 798254 HARDING LOEVNER INTERNATIONAL 453445 625083 IMPAX GLOBAL ENVIRONMENTAL MARKETS 505140 524698 ISHARES TR ESG ADVANCED MSCI EAFE 1053918 1163908 ISHARES TR MSCI EAFE SMALL CAP 405982 448255 ISHARES TR MSCI KLD 400 SOCIAL 2151915 3238155 PARNASSUS CORE 1252005 1366179 SEAFARER OVERSEAS GROWTH AND INCOME 505529 539861 CLIFFWATER CORPORATE LENDING AT COST 1359790 1364142 LAFAYETTE SQUARE USA INC AT COST 504051 505363 CONSULTANT 5000 0 5000 DEPARTMENT OF LAW 750 0 750 INSURANCE 649 0 649 MEMBERSHIPS 579 0 579 OFFICE EXPENSE 1228 0 1228 SUBSCRIPTIONS 122 0 122 COMMUNITY FOUNDATION FOR THE GREATER CAPITAL REGION 26150 0 26150 SYNTRINSIC 44048 44048 0 FOREIGN TAXES 2740 2740 0