2024-05-10T14:03:14-05:00 2023-12-31 161163912 FITZGERALD DEPIETRO & WOJNAS CPAS PC 291 GENESEE STREET UTICA NY 13501 990PF 2023-01-01 156018016 HEALTH FORWARD FOUNDATION INC HEAL 3155743180 2676 SOUTHSIDE RD FRANKFORT NY 13340 FRANK MUTOLO PRESIDENT 3155743180 2024-05-10 1 FRANK MUTOLO 999009999 0 LYNNE STEWART P02011641 3157242145 2024-05-10 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X X 1314490 X X 29726 29726 29726 24147 211039 24147 53873 53873 29726 0 0 0 0 3825 3825 3825 0 8780 8780 8780 0 1025 0 0 0 1856 1856 1856 0 15486 14461 14461 0 45274 45274 60760 14461 14461 45274 -6887 39412 15265 48938 45799 46230 1035767 1032019 1268260 1084705 1077818 1314490 1500 1500 1500 1500 X 1083205 1076318 0 0 0 0 1083205 1076318 1084705 1077818 1083205 -6887 0 1076318 0 1076318 METROPOLITAN WEST 2302 2908 -606 -606 UNITED STATES TREAS 48937 48937 0 0 DODGE & COX STOCK 24993 20038 4955 4955 MFS INTERNATIONAL 10000 9372 628 628 METROPOLITAN WEST 70502 89038 -18536 -18536 VANGUARD MID-CAP 14993 4119 10874 10874 VANGUARD 500 29986 12480 17506 17506 CAPITAL GAINS DIVIDENDS P 9326 9326 9326 24147 -606 548 0 548 0 548 0 0 0 0 0 18 566 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A FITZGERALD DEPIETRO WOJNAS 3157242145 291 GENESEE ST UTICA NY 13501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SARAH PAPARELLA EVERETT MPH LNHA 1070 LUTHER RD EAST GREENBUSH NY 12061 VICE PRESIDENT 0.25 0 0 0 FRANCIS MUTOLO II 2676 SOUTHSIDE RD FRANKFORT NY 13340 PRESIDENT 1.00 0 0 0 JAMES CESARE MD 32 MORGAN LANE NEW HARTFORD NY 13413 DIRECTOR 0.25 0 0 0 RICHARD WILSON 63 CHESTNUT HILLS NEW HARTFORD NY 13413 DIRECTOR 0.25 0 0 0 ROSEMARY BONACCI 16 SYMPHONY PLACE WHITESBORO NY 13492 SECRETARY 0.25 0 0 0 PATRICK MCGRATH 2637 TRENTON RD UTICA NY 13502 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1243903 0 0 1243903 0 0 1243903 18659 1225244 61262 61262 548 548 60714 0 60714 0 60714 45274 0 45274 60714 0 0 530 530 45274 0 0 0 45274 0 530 530 0 0 0 0 0 14910 0 0 0 HEALTH FORWARD FOUNDATION INC 2676 SOUTHSIDE ROAD FRANKFORT NY 13340 3155743180 DETAILED LETTER REQUEST WITH SUPPORTING DOCUMENTS MARCH 1 AND SEPTEMBER 1 OF EACH YEAR CENTRAL NEW YORK, MEDICAL EDUCATION RELATED HERKIMER BOCES 352 GROS BLVD HERKIMER NY 13350 NA 501(C)(3) GENERAL FUND 10000 HERKIMER COUNTY COMM COLL 100 RESERVOIR ROAD HERKIMER NY 13350 NA 501(C)(3) GENERAL FUND 2000 HOSPICE CARE & PALLIATIVE CARE 4277 MIDDLESETTLEMENT RD NEW HARTFORD NY 13413 NA 501(C)(3) GENERAL FUND 2860 MASONIC CARE COMMUNITY 2150 BLEEKER STREET UTICA NY 13501 NA 501(C)(3) GENERAL FUND 3428 MOHAWK VALLEY INSTITUTE FOR LEARNING IN 100 SEYMOUR RD UTICA NY 13502 NA 501(C)(3) GENERAL FUND 3800 ONEIDA MADISON BOCES 4747 MIDDLESETTLEMENT ROAD NEW HARTFORD NY 13413 NA 501(C)(3) GENERAL FUND 2000 UTICA UNIVERSITY BURRSTONE ROAD UTICA NY 13502 NA 501(C)(3) GENERAL FUND 9186 VALLEY HEALTH SERVICES INC 690 W GERMAN STREET HERKIMER NY 13350 NA 501(C)(3) GENERAL FUND 10000 ST MARGARET'S HOUSE 47 JORDAN ROAD NEW HARTFORD NY 13413 NA 501(C)(3) GENERAL FUND 2000 45274 0 14 29726 18 24147 0 53873 0 53873 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/LEGAL FEES 3825 3825 3825 0 45799 46230 0 0 CALAMOS MARKET NEUTRAL INCOME FUND AT COST 63906 62635 DODGE & COX GLOBAL BOND FUND AT COST 39897 37492 DODGE & COX STOCK FUND AT COST 93798 118571 EUROPACIFIC GROWTH FUND CLASS F-1 AT COST 92373 90357 HARBOR CAPITAL APPRECIATION FUND AT COST 83118 110750 MFS INTERNATIONAL DIVERSIFICATION FUND CLASS I AT COST 94192 100151 PIMCO TOTAL RETURN FUND INSTITUTIONAL AT COST 164301 136350 SUNAMERICA MONEY MARKET AT COST 12700 12704 T ROWE PRICE SMALL CAP STOCK AT COST 50550 62291 VANGUARD 500 INDEX FUND INVESTOR SHARES AT COST 84918 209574 VANGUARD INFLATION PROTECTED AT COST 74157 62377 VANGUARD INTERMEDIATE TERM AT COST 35912 31756 VANGUARD MID-CAP STOCK INDEX FUND AT COST 45819 131768 PIMCO SHORT-TERM FUND AT COST 25605 25784 DODGE & COX INCOME FUND AT COST 70773 75700 INSURANCE 1856 1856 1856 0 INVESTMENT FEES 8780 8780 8780 0 TAXES 1025 0 0 0