2024-02-27T12:35:16-06:00 2023-12-31 042689883 WOLF & COMPANY PC 255 STATE STREET BOSTON MA 02109 990PF 2023-01-01 562307217 ULSTER SAVINGS CHARITABLE FOUNDATION ULST 8453386322 180 SCHWENK DR KINGSTON NY 12401 JAMES COTTER TREASURER 8453386322 2024-02-21 1 JAMES COTTER 000005587 0 KAREN S NG P01067482 6174399700 2024-02-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6135513 X 200000 21239 21239 70469 70469 215346 215346 215346 507054 307054 0 0 0 2000 0 2000 262 0 262 2262 0 2262 281450 281450 283712 0 283712 223342 307054 436869 353813 353813 4881417 5781700 5781700 5318286 6135513 6135513 0 0 X 5318286 6135513 5318286 6135513 5318286 6135513 5318286 223342 593885 6135513 0 6135513 CAPITAL GAINS DIVIDENDS P 215346 215346 215346 215346 4268 0 4268 0 4268 4038 0 0 0 4038 0 230 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE FOUNDATION 8453386322 180 SCHWENK DR KINGSTON NY 02401 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOE ELY 180 SCHWENK DRIVE KINGSTON NY 12401 CHAIR 1.00 0 0 0 MIKE TURTURRO 180 SCHWENK DRIVE KINGSTON NY 12401 DIRECTOR 1.00 0 0 0 WILLIAM CALDERARA 180 SCHWENK DRIVE KINGSTON NY 12401 DIRECTOR 1.00 0 0 0 CONNIE HARKIN 180 SCHWENK DRIVE KINGSTON NY 12401 DIRECTOR 1.00 0 0 0 MICHELLE RIDER 180 SCHWENK DRIVE KINGSTON NY 12401 DIRECTOR 1.00 0 0 0 BUD WALKER 180 SCHWENK DRIVE KINGSTON NY 12401 DIRECTOR/VICE CHAIR 1.00 0 0 0 JOHN FINCH 180 SCHWENK DRIVE KINGSTON NY 12401 EXECUTIVE DIRECTOR/DIRECTOR 1.00 0 0 0 MIKE JANASIEWICZ 180 SCHWENK DRIVE KINGSTON NY 12401 SECRETARY/DIRECTOR 1.00 0 0 0 JAMES COTTER 180 SCHWENK DRIVE KINGSTON NY 12401 TREASURER/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 5261341 426506 0 5687847 0 0 5687847 85318 5602529 280126 280126 4268 4268 275858 0 275858 0 275858 283712 0 283712 275858 0 0 19456 19456 283712 0 0 0 275858 7854 0 0 27310 0 0 0 0 0 0 0 27310 19456 7854 X LAND TO LEARN PO BOX 223 BEACON NY 12508 NOT RELATED PC EXEMPT PURPOSE 2000 TILDA'S KITCHEN 630 BROADWAY KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 1000 ASHOKAN EQUESTRIAN CENTER FOR AUSTISTIC CHILDREN INC 477 BEAVERKILL ROAD OLIVEBRIDGE NY 12461 NOT RELATED PC EXEMPT PURPOSE 1000 BARDAVON 35 MARKET STREET POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 5000 FACULTY STUDENT ASSOC OF SULLIVAN COUNTY CC 112 COLLEGE ROAD LOCK SHELDRAKE NY 12759 NOT RELATED PC EXEMPT PURPOSE 1500 FAMILY SERVICES 29 NORTH HAMILTON STREET POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 5000 GREYSTONE PROGRAMS INC 700 SOUTH DRIVE SUITE 203 HOPEWELL JUNCTION NY 12533 NOT RELATED PC EXEMPT PURPOSE 2800 HUDSON RIVER SLOOP CLEARWATER 724 WOLCOTT AVE BEACON NY 12508 NOT RELATED PC EXEMPT PURPOSE 1500 PHOENICIA ARTS CENTER LTD 84 GROG KILL ROAD WILLOW NY 12495 NOT RELATED PC EXEMPT PURPOSE 1000 PHOENICIA LIBRARY 48 MAIN ST PHOENICIA NY 12464 NOT RELATED PC EXEMPT PURPOSE 2500 REHER CENTER 101 BROADWAY KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2500 SEED SONG FARM CENTER 160 ESOPUS AVENUE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2500 SEVENFOLD GUILD FOR 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PURPOSE 5000 BOYS & GIRLS CLUBS TOWN OF WALLKILL 60 CREAMERY RD CIRCLEVILLE NY 10919 NOT RELATED PC EXEMPT PURPOSE 2500 BREAST CANCER OPTIONS 101 HURLEY AVE 10 KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 1000 CLINTON AVEUNE METHODIST CHURCH 122 CLINTON AVE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 CORNELL COOPERATIVE EXT ASSOC ORANGE COUNTY 18 SEWARD AVE MIDDLETOWN NY 10940 NOT RELATED PC EXEMPT PURPOSE 2000 DAUGHTERS OF SARAH PO BOX 291 MILTON NY 12547 NOT RELATED PC EXEMPT PURPOSE 2000 DUTCHESS OUTREACH 29 N HAMILTON ST 1 POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 3000 EVERFI INC 2300 N STREET NW SUITE 500 WASHINGTON DC 20037 NOT RELATED PC EXEMPT PURPOSE 27500 FOUNDATION FOR ABILITIES FIRST INC 167 MYERS CORNERS ROAD 202 WAPPINGERS FALLS NY 12590 NOT RELATED PC EXEMPT PURPOSE 5200 GO BEYOND GREATNESS INC 721 BROADWAY SUITE 104 KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 GOOD WORK INSTITUTE ON BEHLF OF HUDSY COOPERATIVE LCA 65 ST JAMES STREET KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2500 HUDSON VALLEY HOSPICE FOUNDATION 153 SAWKILL RD KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 HUDSON VALLEY LGBTQ 300 WALL ST KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 1500 HUGUENOT HISTORICAL SOCIETY 81 HUGUENOT STREET NEW PALTZ NY 12561 NOT RELATED PC EXEMPT PURPOSE 2000 KIDS PEACE NATIONAL CENTER OF NORTH AMERICA 200 AARON CT KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 3500 LAND TO LEARN PO BOX 223 BEACON NY 12508 NOT RELATED PC EXEMPT PURPOSE 2000 LITERACY CONNECTIONS OF THE HUDSON VALLEY 504 W HAIGHT AVENUE ARLINGTON NY 12603 NOT RELATED PC EXEMPT PURPOSE 7500 MAKING STRIDES THERAPEUTIC HORSEMANSHIP INC 6 COUNTRY KNOLL CLINTONDALE NY 12515 NOT RELATED PC EXEMPT PURPOSE 1000 MEMORIAL UNITED METHODIST CHURCH 7358 STATE ROUTE 28 SHANDAKEN NY 12480 NOT RELATED PC EXEMPT PURPOSE 1000 MENTAL HEALTH AMERICA OF DUTCHESS COUNTY 253 MANSION ST POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 3500 MID HUDSON WORKSHOP FOR DISABLED INC 188 WASHINGTON ST POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 5000 MID-HUDSON DISCOVERY CENTER FKA CHILDREN'S MUSEUM 75 N WATER STREET POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 2500 MOHONK PRESERVE INC 3197 ROUTE 44/55 GARDINER NY 12525 NOT RELATED PC EXEMPT PURPOSE 5000 NEW PALTZ RESCUE SQUAD 74 NORTH PUTT CORNERS ROAD NEW PALTZ NY 12561 NOT RELATED PC EXEMPT PURPOSE 3200 NEWBURGH COMMUNITY LAND BANK 15 CHAMBERS ST NEWBURGH NY 12550 NOT RELATED PC EXEMPT PURPOSE 5000 NEWBURGH LGBTQ PO BOX 787 NEWBURGH NY 12551 NOT RELATED PC EXEMPT PURPOSE 1500 PHARMACY FOR THE PUBLIC GOOD 53 MAIN STREET PHOENICIA NY 12464 NOT RELATED PC EXEMPT PURPOSE 2250 POUGHKEEPSIE FARM PROJECT 51 VASSAR FARM LANE POUGHKEEPSIE NY 12603 NOT RELATED PC EXEMPT PURPOSE 2500 READ & WRITE PROGRAM 285 EAST STRAND KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 READ & WRITE PROGRAM 285 EAST STRAND KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 REBUILDING TOGETHER DUTCHESS ORANGE REGION PO BOX 3695 POUGHKEEPSIE NY 12603 NOT RELATED PC EXEMPT PURPOSE 10000 RIP VANWINKLE COUNCIL BOYS SCOUTS OF AMERICA 1300 ULSTER AVE 107 KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 RUPCO 289 FAIR STREET KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 SAN MIGUEL ACADEMY OF NEWBURGH 245 RENWICK STREET NEWBURGH NY 12550 NOT RELATED PC EXEMPT PURPOSE 5000 SPORTS MUSEUM OF DUTCHESS COUNTY 72 CARNWATH FARMS LN WAPPINGERS FALLS NY 12590 NOT RELATED PC EXEMPT PURPOSE 2000 STARLING PRODUCTIONS DBA TMI PROJECT 65 SAINT JAMES STREET KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2500 STOCKADE WORKS PO BOX 3999 KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 SUSTAINABLE HUDSON VALLEY PO BOX 145 7 LIVINGSTON STREET RHINEBECK NY 12572 NOT RELATED PC EXEMPT PURPOSE 1200 TAKING IT TO THE STREETS FHWD PO BOX 242 GLENHAM NY 12527 NOT RELATED PC EXEMPT PURPOSE 2000 THE ALS ASSOCIATION 2649 SOUTH ROAD 101 POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 1000 THE ARC MID-HUDSON 471 ALBANY AVENUE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2000 THE BOYS & GIRLS CLUB OF ULSTER COUNTY 139 GREENKILL AVE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2500 THE JEWISH FOUNDATION ULSTER COUNTY 390 AARON COURT KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2000 THE LOVE QUEST FOUNDATION 29 NORTH HAMILTON STREET SUITE 333 POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 1000 THE RESOURCE CENTER FOR ACCESSIBLE LIVING 727 ULSTER AVE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 6000 THE RYAN HOUSE 19 BARCLAY ST SAUGERTIES NY 12477 NOT RELATED PC EXEMPT PURPOSE 5000 THE SUSIE REIZOD FOUNDATION PO BOX 816 NEW PALTZ NY 12561 NOT RELATED PC EXEMPT PURPOSE 1500 TIGER YOUTH FOOTBALL LTD 32 GUYTON STREET KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 3000 ULSTER COUNTY HABITAT FOR HUMANITY 406 NY 28 KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 10000 ULSTER COUNTY HISTORICAL SOCIETY 2682 US 209 KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 1200 ULSTER IMMIGRANT DEFENSE NETWORK INC 30 PINE GROVE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2000 UNITED WAY OF DUTCHESS ORANGE REGION 75 MARKET ST POUGHKEEPSIE NY 12601 NOT RELATED PC EXEMPT PURPOSE 2500 UNITED WAY OF ULSTER COUNTY 450 ALBANY AVE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 5000 UNITED WAY OF ULSTER COUNTY 450 ALBANY AVE KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 500 VOICE THEARTRE 219 AVE B 3B NEW YORK NY 10009 NOT RELATED PC EXEMPT PURPOSE 1000 WAAM WOODSTOCK ARTISTS ASSOC & MUSEUM 28 TINKER STREET WOODSTOCK NY 12498 NOT RELATED PC EXEMPT PURPOSE 1000 WALLKILL VOLUNTEER AMBULANCE CORPS GOLDEN HILL DR KINGSTON NY 12401 NOT RELATED PC EXEMPT PURPOSE 2400 WILD EARTH 2307 LUCAS TURNPIKE HIGH FALLS NY 12440 NOT RELATED PC EXEMPT PURPOSE 2500 WOODSTOCK DAY SCHOOL 1430 GLASCO TURNPIKE SAUGERTIES NY 12477 NOT RELATED PC EXEMPT PURPOSE 2000 WOODSTOCK FILM FESTIVAL PO BOX 1406 13 ROCK CITY ROAD WOODSTOCK NY 12498 NOT RELATED PC EXEMPT PURPOSE 2000 WOODSTOCK SCHOOL OF ART PO BOX 338 WOODSTOCK NY 12498 NOT RELATED PC EXEMPT PURPOSE 1000 YUSUF HOUSE OF THE HUDSON VALLEY INC 7 AITKEN AVE HUDSON NY 12534 NOT RELATED PC EXEMPT PURPOSE 3000 281450 0 14 21239 14 70469 14 215346 0 307054 0 307054 0 0 0 0 0 0 0 0 0 0 X X 1 ULSTER SAVINGS BANK 180 SCHWENK DR KINGSTON NY 12401 200000 X WOLF & COMPANY, P.C. 2000 0 2000 MUTUAL FUNDS FMV 5074966 5074966 MASS MUTUAL ANNUITY FMV 706734 706734 NYS FILING FEES 250 0 250 MISC EXPENSES 12 0 12 CHANGE IN UNREALIZED GAIN OR LOSS 593885