2025-03-27T20:14:10-05:00 2023-12-31 161226221 FUSTCHARLES LLP 220 S WARREN STREET SYRACUSE NY 13202 990PF 2023-01-01 471689125 UPMOBILITY FOUNDATION INC UPMO 3158232200 28 WAVERLY PL LITTLE FALLS NY 13365 MICHAEL SCIOTTI CFO 3158232200 2025-03-27 1 1 MARY ELLEN LUKER P00841958 3154463600 2025-03-27 2023 2025-03-06 01:10:19Z X X 24202521 X 8394015 63145 63145 63145 397041 397041 12749868 18178853 12749868 54831 54831 54831 21658900 13264885 117976 86000 12900 0 73100 150000 22500 0 127500 15547 4582 0 0 2680 402 0 2278 64039 46419 0 17620 318266 86803 0 220498 4420455 4420455 4738721 86803 0 4640953 16920179 13178082 117976 1038807 2701547 2701547 493125 3728324 3728324 13289895 14704496 14704496 496900 3068154 3068154 15318727 24202521 24202521 0 0 X 15318727 24202521 15318727 24202521 15318727 24202521 15318727 16920179 11365 32250271 8047750 24202521 CHARLES SCHWAB SHORT TERM -5773 D 2022-03-08 2023-01-04 953151 953151 953151 ROCKEFELLER CAPITAL MANAGEMENT -2605 D 2023-01-01 2023-12-31 1331292 1327300 3992 3992 ROCKEFELLER CAPITAL MANAGEMENT -3849 D 2023-01-01 2023-12-31 850000 831943 18057 18057 ROCKEFELLER CAPITAL MANAGEMENT -1228 D 2023-01-01 2023-12-31 838948 933166 -94218 -94218 ROCKEFELLER CAPITAL MANAGEMENT -2605 D 2023-01-01 2023-12-31 1436561 1437207 -646 -646 ROCKEFELLER CAPITAL MANAGEMENT -1228 D 2022-03-26 2023-08-30 8962314 8962314 8962314 ISHARES CORE US AGGREGATE BOND ETF, AGG D 2021-01-29 2023-12-08 408018 485248 -77230 -77230 SPDR BLOOMBERG HIGH YIELD BOND ETF, JNK D 2023-01-01 2023-09-29 346767 414121 -67354 -67354 ROCKEFELLER CAPITAL MANAGEMENT -1227 D 2023-03-10 2023-03-10 2765882 2765882 2765882 CHARLES SCHWAB LONG TERM -5773 D 2022-03-08 2023-03-09 220868 220868 220868 ROCKEFELLER CAPITAL MANAGEMENT -2605 CAPITAL GAIN DISTRIBUTION D 2023-01-01 2023-12-31 65052 65052 65052 12749868 3643916 183175 0 183175 0 183175 95320 0 150000 0 5952 X 4594 181817 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 HTTPS://WWW.UPMOBILITY.ORG UPVENTURES HOLDINGS LLC 3158232200 690 EAST MAIN STREET LITTLE FALLS NY 13365 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTIN BABINEC 28 WAVERLY PL LITTLE FALLS NY 13365 DIRECTOR/PRESIDENT/TREASURER 1.00 0 0 0 MICHAEL SCIOTTI 7383 BURKE ROAD JAMESVILLE NY 13078 CHIEF FINANCIAL OFFICER 1.00 0 0 0 PEGGY O'SHEA 194 DOVER ROAD BARNEVELD NY 13304 INTERIM EXECUTIVE DIRECTOR 1.00 86000 0 0 DAVE READ 273 W MAIN ST LITTLE FALLS NY 13365 DIRECTOR 1.00 0 0 0 NONE 0 UPVENTURES HOLDINGS LLC 690 EAST MAIN STREET LITTLE FALLS NY 13365 CONSULTING, ADMINISTRATIVE AND EXECUTIVE MANAGEMENT SERVICES 150000 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). 0 0 17341762 568905 0 17910667 0 0 17910667 268660 17642007 882100 882100 183175 183175 698925 0 698925 0 698925 4640953 0 4640953 698925 0 0 91788 167828 814043 1646337 1702598 4422594 4640953 0 0 0 698925 3942028 0 0 8364622 0 0 0 0 0 0 91788 8272834 167828 814043 1646337 1702598 3942028 MARTIN BABINEC X 4 ELEMENTS STUDIO 809 COURT STREET UTICA NY 13502 NONE PC GENERAL CHARITABLE PURPOSES 20000 AMERICAN HEART ASSOCIATION 4 ATRIUM DR 100 ALBANY NY 12205 NONE PC GENERAL CHARITABLE PURPOSES 50000 FRIENDS OF BASSETT 1 ATWELL RD COOPERSTOWN NY 13326 NONE PC GENERAL CHARITABLE PURPOSES 500000 CATHOLIC CHARITIES OF HERKIMER COUNTY 61 WEST ST ILION NY 13357 NONE PC GENERAL CHARITABLE PURPOSES 10000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON ST BALTIMORE MD 21201 NONE PC GENERAL CHARITABLE PURPOSES 5000 CIVICS UNPLUGGED INC 335 MADISON AVE 4TH FLOOR SUITE G NEW YORK NY 10128 NONE PC GENERAL CHARITABLE PURPOSES 100000 CORNER STONE COMMUNITY DEVELOPMENT CORP 943 E LINCOLN HWY FORD HEIGHTS IL 60411 NONE PC GENERAL CHARITABLE PURPOSES 2500 ED CHOICE INC 111 MONUMENT CIRCLE INDIANAPOLIS IN 46204 NONE PC GENERAL CHARITABLE PURPOSES 1000 EMPIRE CENTER FOR PUBLIC POLICY 30 SOUTH PEARL STREET SUITE 1210 ALBANY NY 12207 NONE PC GENERAL CHARITABLE PURPOSES 100000 ENDEAVOR WESTERN NEW YORK 28 BISSELL DR BUFFALO NY 14226 NONE PC GENERAL CHARITABLE PURPOSES 50000 FEED OUR VETS 502 BROAD ST UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 20000 THE PROJECT FIBONACCI FOUNDATION 111 DART CIR ROME NY 13440 NONE PC GENERAL CHARITABLE PURPOSES 30000 FIRST TECH FUND INC 124 E 14TH ST NEW YORK NY 10003 NONE PC GENERAL CHARITABLE PURPOSES 30000 GOVERNMENT JUSTICE CENTER PO BOX 7113 ALBANY NY 12224 NONE PC GENERAL CHARITABLE PURPOSES 50000 HERKIMER NEXT INC 37 CENTRAL PLZ SUITE B ILION NY 13357 NONE PC GENERAL CHARITABLE PURPOSES 100000 INSTITUTE FOR HUMANE STUDIES 3434 WASHINGTON BLVD MS 1C5 ARLINGTIN VA 22201 NONE PC GENERAL CHARITABLE PURPOSES 50000 INTEGRATED COMMUNITY ALTERNATIVES NETWORK 310 MAIN ST UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 238625 JOHNSON PARK CENTER 26 JOHNSON PARK UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 250000 LEATHERSTOCKING COUNCIL 1401 GENESEE ST UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 2741 KEENAN CENTER FOR ENTREPRENEURSHIP (MORE GOOD JOBS) 1419 SALT SPRINGS RD SYRACUSE NY 13214 NONE PC GENERAL CHARITABLE PURPOSES 35500 LITTLE FALLS CITY SCHOOL DISTRICT 15 PETRIE ST LITTLE FALLS NY 13365 NONE PC GENERAL CHARITABLE PURPOSES 414164 LITTLE FALLS YOUTH & FAMILY CENTER 15 JACKSON ST LITTLE FALLS NY 13365 NONE PC GENERAL CHARITABLE PURPOSES 200000 THE MASONIC MEDICAL RESEARCH INSTITUTE 2150 BLEECKER ST UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 20000 MILLION DOLLAR WOMEN FUND 111 W 67TH ST APT 27D NEW YORK CITY NY 10023 NONE PC GENERAL CHARITABLE PURPOSES 30000 MUCC 2101 WOOD ST LANSING MI 48912 NONE PC GENERAL CHARITABLE PURPOSES 91500 MUSIC HEALS INTERNATIONAL PO BOX 2593 MILL VALLEY CA 94942 NONE PC GENERAL CHARITABLE PURPOSES 15000 MVR CENTER FOR REFUGEES 201 BLEECKER ST UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 90000 MOHAWK VALLEY ECONOMIC DEVELOPMENT DISTRICT 26 W MAIN ST MOHAWK NY 13407 NONE PC GENERAL CHARITABLE PURPOSES 5000 ON POINT FOR COLLEGE 488 W ONONDAGA ST SYRACUSE NY 13202 NONE PC GENERAL CHARITABLE PURPOSES 5000 REPRESENTUS PO BOX 60008 FLORENCE MA 01062 NONE PC GENERAL CHARITABLE PURPOSES 200000 SCULPTURE SPACE 12 GATES ST UTICA NY 13502 NONE PC GENERAL CHARITABLE PURPOSES 5000 SHIPPENSBURG UNIVERSITY 1871 OLD MAIN DR SHIPPENSBURG PA 17257 NONE PC GENERAL CHARITABLE PURPOSES 20000 THE SIGNALS NETWORK INC 268 BUSH STREET 4216 SAN FRANCISCO CA 94104 NONE PC GENERAL CHARITABLE PURPOSES 5000 SLEEP IN HEAVENLY PEACE 669 W QUINN BUILDING 42 POCATELLO ID 83202 NONE PC GENERAL CHARITABLE PURPOSES 10000 SPECIAL OPERATIONS WARRIOR FOUNDATION PO BOX 89367 TAMPA FL 33689 NONE PC GENERAL CHARITABLE PURPOSES 20000 THE COMMUNITY FOUNDATION OF HERKIMER & ONEIDA COUNTY 2608 GENESEE ST UTICA NY 13502 NONE PC GENERAL CHARITABLE PURPOSES 765997 UATX UNIVERSITY OF AUSTIN 522 CONGRESS AVE STE 300 AUSTIN TX 78701 NONE PC GENERAL CHARITABLE PURPOSES 200000 UNITE AMERICA INSTITUTE 1580 LINCOLN ST SUITE 520 DENVER CO 80203 NONE PC GENERAL CHARITABLE PURPOSES 50000 UPSTATE VENTURE CONNECT 690 EAST MAIN ST LITTLE FALLS NY 13365 NONE PC GENERAL CHARITABLE PURPOSES 100000 UPTOWN THEATER 2014 GENESEE ST UTICA NY 13502 NONE PC GENERAL CHARITABLE PURPOSES 10000 VETERANS FOR ALL VOTERS 8816 MANCHESTER RD SUITE 101 BRENTWOOD MO 63144 NONE PC GENERAL CHARITABLE PURPOSES 125000 WATER MISSION 1150 MOLLY GREENE WAY BUILDING 1605 NORTH CHARLESTON SC 29405 NONE PC GENERAL CHARITABLE PURPOSES 118400 YMCA OF GREATER TRI-VALLEY ROME 301 W BLOOMFIELD ST ROME NY 13440 NONE PC GENERAL CHARITABLE PURPOSES 250000 YOUNG SCHOLARS LLP 1600 BURRSTONE RD UTICA NY 13502 NONE PC GENERAL CHARITABLE PURPOSES 5000 YWCA OF THE MOHAWK VALLEY 310 RUTGER ST UTICA NY 13501 NONE PC GENERAL CHARITABLE PURPOSES 20028 4420455 0 14 63145 14 397041 14 54831 18 12749868 0 13264885 0 13264885 0 0 0 0 0 0 0 0 0 0 X X 1 THE BABINEC FAMILY TRUST 28 WAVERLY PLACE LITTLE FALLS NY 13365 8394015 X 1 20,455 SHARES OF TRINET GROUP INC. 1781426 2023-02-21 1 5,890 SHARES OF TRINET GROUP INC. 501416 2023-03-07 1 5,890 SHARES OF TRINET GROUP INC. 470611 2023-03-10 1 6,250 SHARES OF TRINET GROUP INC. 645937 2023-06-12 1 47,500 SHARES OF TRINET GROUP INC. 4994625 2023-08-22 STATEMENT OF EXPLANATION FOR AMENDED FORM 990-PF FORM 990-PF, ITEM G THE 2023 FORM 990-PF IS BEING AMENDED AS A RESULT OF ADJUSTMENTS MADE TO THE AUDITED FINANCIAL STATEMENTS. THE REVENUE REPORTED IN PART I, COLUMN (A) HAS BEEN RESTATED TO AGREE WITH AUDITED FINANCIAL STATEMENTS. PART I, COLUMN (B) HAS BEEN UPDATED FOR ADJUSTMENTS TO COST BASIS OF SECURITIES SOLD, RESULTING IN AN INCREASE IN THE CAPITAL GAINS REPORTED IN LINE 7. ADDITIONALLY, AS A RESULT OF THE CHANGE TO THE COST BASIS OF SECURITIES SOLD, THE AMOUNT REPORTED AS UNREALIZED GAINS REPORTED IN PART III, LINE 5 INCREASED. ROCKEFELLER CAPITAL MGMT - CORPORATION BONDS 3068154 3068154 INVESTMENTS- ROCKEFELLER CAPITAL MANAGEMENT 14704496 14704496 0 0 3728324 3728324 NET UNREALIZED GAIN (LOSS) 8047750 INVESTMENT FEES 45348 45348 0 0 SPACE RENTAL 2175 326 0 1849 TECHNOLOGY AND SOFTWARE 2173 326 0 1847 BANK CHARGES & FEES 65 65 0 0 INSURANCE EXPENSE 1586 238 0 1348 SPONSORSHIPS 10000 0 0 10000 EVENT RELATED EXPENSES 1917 0 0 1917 FILING FEES 775 116 0 659 OTHER INVESTMENT INCOME 54831 54831 54831 ACCRUAL TO CASH 11365 MANAGEMENT FEES 150000 22500 0 127500 EXCISE TAXES 10965 0 0 0 FOREIGN INVESTMENT TAXES 4582 4582 0 0