2025-01-15T14:49:57-06:00 2024-09-30 160764720 NIXON PEABODY LLP 1300 CLINTON SQUARE ROCHESTER NY 146041792 990PF 2023-10-01 161559984 THE GUIDO AND ELLEN PALMA FOUNDATION INC GUID 5853143262 130 EAST AVENUE 540 ROCHESTER NY 14604 ROGER P PALMA PRES./TREASURER 5853143262 2025-01-13 1 0 CHRISTINE SACKETT P01233961 5852631000 2024-12-30 2023 2024-10-15 13:58:12Z X 2037634 X 66290 3413 3413 28814 28814 8262 556443 18578 106779 50805 0 0 0 3520 0 3520 8292 8292 0 156 156 0 1543 644 881 13511 9092 4401 214170 214170 227681 9092 218571 -120902 41713 854 710 710 75947 240377 240377 197324 0 0 703136 733784 1464813 350389 231878 331734 1327650 1206749 2037634 0 0 X 1327650 1206749 0 0 0 0 1327650 1206749 1327650 1206749 1327650 -120902 1 1206749 0 1206749 700 SHS AT&T INC. 2011-10-11 2023-12-13 11295 15542 -4247 -4247 200 SHS ALPHABET INC. CL A 2011-06-24 2023-12-13 26538 2387 24151 24151 81 SHS GENERAL ELECTRIC CO. 1993-02-05 2023-12-13 9838 6395 3443 3443 1,000 SHS ISHARES TR IBOXX CORPORATE BOND ETF 2017-01-12 2023-12-13 108128 118056 -9928 -9928 UNITED STATES TREASURY NOTES 0.375% DUE 4/15/2024 2024-01-10 2024-04-15 200000 197706 2294 2294 UNITED STATES TREASURY NOTES 2.25% DUE 12/31/2023 2023-07-11 2024-01-02 200000 197324 2676 2676 SPDR GOLD 2017-02-04 2023-12-31 644 455 189 189 18578 580 0 580 0 580 1809 0 0 0 1809 0 1229 1229 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 PALMAFOUNDATION.ORG ROGER P PALMA 5853143262 130 EAST AVENUE 540 ROCHESTER NY 14604 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ROGER P PALMA 130 EAST AVENUE 540 ROCHESTER NY 14604 PRESIDENT/TREASURER/DIRECTOR 1.00 0 0 0 KIMBERLY L PALMA 130 EAST AVENUE 540 ROCHESTER NY 14604 VICE PRESIDENT/SECY/DIRECTOR 1.00 0 0 0 RICHARD MAGERE 130 NOB HILL DRIVE ROCHESTER NY 14617 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 1717989 136558 0 1854547 0 0 1854547 27818 1826729 91336 91336 580 580 90756 0 90756 0 90756 218571 0 218571 90756 0 0 41922 26389 96816 132052 297179 218571 0 0 0 90756 127815 0 0 424994 0 0 0 0 0 0 41922 383072 26389 96816 132052 127815 ROGER P PALMA KIMBERLY L PALMA PALMA FOUNDATION PO BOX 31862 ROCHESTER NY 14603 5853143262 INFO@PALMAFOUNDATION.ORG THE REQUIRED GRANT APPLICATION IS AVAILABLE ON THE FOUNDATION'S WEBSITE (PALMAFOUNDATION.ORG). ALONG WITH THE COMPLETED GRANT APPLICATION, AN APPLICANT MUST ALSO SUBMIT ITS MOST RECENT AUDITED FINANCIAL STATEMENTS, AN ANNUAL BUDGET AND A COPY OF ITS IRS SECTION 501(C)(3) EXEMPTION LETTER. THE PREFERRED METHOD FOR SUBMITTING APPLICATIONS IS BY ELECTRONIC TRANSMISSION THROUGH THE FOUNDATION'S WEBSITE. IF AN APPLICANT IS UNABLE TO SUBMIT AN APPLICATION ELECTRONICALLY THROUGH THE FOUNDATION'S WEBSITE, IT MAY EMAIL THE APPLICATION TO INFO@PALMAFOUNDATION.ORG OR MAIL IT TO THE ADDRESS LISTED ABOVE. NOVEMBER 15TH OF EACH YEAR GRANTS ARE RESTRICTED TO PROGRAMS THAT PROVIDE SERVICES OR ACTIVITIES FOR YOUTH, ESPECIALLY IN THE AREAS OF ARTS AND/OR NATURE. ALL GRANT FUNDS MUST BE USED FOR YOUTH RESIDING IN THE GREATER ROCHESTER REGION OF NEW YORK STATE, NAMELY MONROE, ORLEANS, GENESEE, LIVINGSTON, ONTARIO, YATES, CAYUGA AND WAYNE COUNTIES. A MAGICAL JOURNEY THROUGH STAGES 875 E MAIN STREET ROCHESTER NY 14605 PC YOUTH PROGRAMMING SUPPORT 7500 ANT ALLIANCE INC PO BOX 281 SILVER LAKE NY 14549 PC YOUTH PROGRAMMING SUPPORT 7000 AUBURN PUBLIC THEATER 8 EXCHANGE STREET AUBURN NY 13021 PC YOUTH PROGRAMMING SUPPORT 3500 AUTISMUP 50 SCIENCE PARKWAY ROCHESTER NY 14620 PC YOUTH PROGRAMMING SUPPORT 7500 BOYS & GIRLS CLUB OF ROCHESTER 500 GENESEE STREET ROCHESTER NY 14611 PC YOUTH PROGRAMMING SUPPORT 7000 CANANDAIGUA LAKE WATERSHED ASSOCIATION PO BOX 323 CANANDAIGUA NY 14424 PC YOUTH PROGRAMMING SUPPORT 5000 CAYUGA MUSEUM OF HISTORY & ART 203 GENESEE STREET AUBURN NY 13021 PC CAPITAL PROJECT SUPPORT 5000 CHIP HOLT NATURE CENTER PO BOX 523 LAKEVILLE NY 14480 PC YOUTH PROGRAMMING SUPPORT 1900 CLYDE SAVANNAH PUBLIC LIBRARY 204 GLASGOW STREET CLYDE NY 14433 PC YOUTH PROGRAMMING SUPPORT 4000 CORN HILL WATERFRONT & NAVIGATION FOUNDATION 280 EXCHANGE BLVD ROCHESTER NY 14608 PC YOUTH PROGRAMMING SUPPORT 7500 CORNELL COOPERATIVE EXTENSION OF WAYNE COUNTY 1581 ROUTE 88 NEWARK NY 14513 PC YOUTH PROGRAMMING SUPPORT 3500 DASAP INC PO BOX 10115 ROCHESTER NY 14610 PC YOUTH PROGRAMMING SUPPORT 10000 FINGER LAKES OPERA INC PO BOX 296 GENESEO NY 14454 PC YOUTH PROGRAMMING SUPPORT 5000 GENESEE COUNTRY VILLAGE AND MUSEUM 1410 FLINT HILL ROAD MUMFORD NY 14511 PC TRAIL SIGNS FOR NATURE CENTER 7500 GOLISANO AUTISM CENTER 50 SCIENCE PARKWAY ROCHESTER NY 14620 PC CAPITAL PROJECT SUPPORT 5000 HILLSIDE FAMILY OF AGENCIES 1183 MONROE AVENUE ROCHESTER NY 14620 PC CAPITAL PROJECT SUPPORT 7500 HOCHSTEIN SCHOOL OF MUSIC 50 N PLYMOUTH AVENUE ROCHESTER NY 14614 PC YOUTH PROGRAMMING SUPPORT 7500 JEWISH COMMUNITY CENTER OF GREATER ROCHESTER 1200 EDGEWOOD AVENUE ROCHESTER NY 14618 PC YOUTH PROGRAMMING SUPPORT 6000 LANDMARK SOCIETY OF WESTERN NEW YORK 133 SOUTH FITZHUGH STREET ROCHESTER NY 14608 PC YOUTH PROGRAMMING SUPPORT 7500 LOLLYPOP FARM 99 VICTOR ROAD FAIRPORT NY 14450 PC CAPITAL PROJECT SUPPORT 10000 MACEDON PUBLIC LIBRARY 30 W MAIN STREET MACEDON NY 14502 PC YOUTH PROGRAMMING SUPPORT 5750 MEMORIAL ART GALLERY OF THE UNIVERSITY OF ROCHESTER 500 UNIVERSITY AVENUE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPPORT 7500 MERRY-GO-ROUND PLAYHOUSE DBA THE REV THEATRE COMPANY 282 NORTH STREET SUITE G AUBURN NY 13021 PC YOUTH PROGRAMMING SUPPORT 4000 ROCHESTER CITY BALLET 1326 UNIVERSITY AVENUE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPPORT 10000 ROCHESTER ORATORIO SOCIETY 1050 EAST AVENUE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPPORT 2050 ROCHESTER PHILHARMONIC ORCHESTRA 108 EAST AVENUE ROCHESTER NY 14604 PC YOUTH PROGRAMMING SUPPORT 10000 SALVATION ARMY OF GREATER ROCHESTER 70 LIBERTY POLE WAY ROCHESTER NY 14604 PC YOUTH PROGRAMMING SUPPPORT 6000 SENECA PARK ZOO SOCIETY 2222 ST PAUL STREET ROCHESTER NY 14621 PC YOUTH PROGRAMMING SUPPORT 10000 SHAKE ON THE LAKE INC PO BOX 57 SILVER LAKE NY 14549 PC YOUTH PROGRAMMING SUPPORT 7500 SONNENBERG GARDENS AND MANSION 151 CHARLOTTE STREET CANANDAIGUA NY 14424 PC TRAIL SIGNS 1000 THE KEYS PROGRAM 308 SHERRILL ROAD SUITE 100 SHERRILL NY 13461 PC YOUTH PROGRAMMING SUPPORT 7500 THE STRONG MUSEUM OF PLAY ONE MANHATTAN SQUARE ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPORT 7470 VILLA OF HOPE 3300 DEWEY AVENUE ROCHESTER NY 14616 PC YOUTH PROGRAMMING SUPPORT 7500 WOMEN'S FOUNDATION OF GENESEE VALLEY 277 ALEXANDER STREET SUITE 305 ROCHESTER NY 14607 PC YOUTH PROGRAMMING SUPPORT 2500 214170 0 14 3413 14 28814 18 8262 0 40489 0 40489 0 0 0 0 0 0 0 0 0 0 X X 1 KIMBERLY L PALMA 130 EAST AVENUE 540 ROCHESTER NY 14604 65290 X 1 100 SHARES BROOKFIELD CORP. COMMON STOCK 4046 2023-12-28 1 500 SHARES CISCO SYSTEMS INC. COMMON STOCK 25258 2023-12-28 1 100 SHARES META PLATFORMS INC. COMMON STOCK 35986 2023-12-28 ALPHABET INC. CLASS A 44403 182435 AMERICAN ELECTRIC POWER CO. 50099 82080 APPLE INC. 158080 186400 BERKSHIRE HATHAWAY INC. CLASS B 84899 230130 BROOKFIELD CORP. CLASS A 46235 85081 CISCO SYSTEMS, INC. 38866 69186 CORTEVA, INC. 5249 11758 D.R. HORTON, INC. 30 191 HOME DEPOT, INC. 20071 60780 JOHNSON & JOHNSON, INC. 32019 64824 MICROSOFT CORP. 38699 135545 PEPSICO, INC. 22315 59518 PFIZER, INC. 26429 43410 PIPER SANDLER COMPANIES 58 568 PROCTOR & GAMBLE CO. 75198 122972 SIMON PROPERTY GROUP, INC. 19549 19437 WABTEC CORPORATION 234 545 WELLS FARGO & CO. 14240 28245 BROOKFIELD WEALTH SOLUTIONS LTD. CLASS A 425 532 VIATRIS INC. 1448 2159 WARNER BROS DISCOVERY INC. 4759 1394 BROOKFIELD ASSET MANAGEMENT LTD. CLASS A 10085 17845 GE HEALTHCARE TECHNOLOGIES INC. 4408 2534 META PLATFORMS INC. CLASS A 35986 57244 ISHARES TR IBOXX INVESTMENT GRADE BOND ETF AT COST 118056 112980 SPDR GOLD TRUST AT COST 113822 218754 NIXON PEABODY LLP 3520 0 3520 NEW YORK STATE DEPARTMENT OF LAW 250 0 250 PUBLICATION OF LEGAL NOTICE 31 0 31 SPDR GOLD INVESTMENT EXPENSE 644 644 0 ACCOUNT SERVICE CHARGES 18 0 0 TRICIA ISHAM WEB DESIGN LLC 600 0 600 ADJUSTING ENTRY DUE TO ROUNDING 1 STEVEN CHARLES CAPITAL, LTD. INVESTMENT MANAGEMENT FEES 8292 8292 0 FOREIGN TAX PAID 156 156 0