2025-05-12T15:56:06-05:00 2024-12-31 161163912 FITZGERALD DEPIETRO & WOJNAS CPAS PC 7 RUTGER PARK UTICA NY 13501 990PF 2024-01-01 156018016 HEALTH FORWARD FOUNDATION INC HEAL 3155743180 2676 SOUTHSIDE RD FRANKFORT NY 13340 FRANK MUTOLO PRESIDENT 3155743180 2025-05-12 1 0 LYNNE STEWART P02011641 3157242145 2025-05-09 2024 2025-03-06 01:10:19Z X 1382645 X X 30136 30136 30136 91359 145103 91359 121495 121495 30136 0 0 0 0 4083 4083 4083 0 13147 13147 13147 0 1394 0 0 0 1830 1830 1830 0 20454 19060 19060 0 64721 64721 85175 19060 19060 64721 36320 102435 11076 45799 70639 71069 1032019 1043499 1311576 1077818 1114138 1382645 1500 1500 1500 1500 X 1076318 1112638 0 0 0 0 1076318 1112638 1077818 1114138 1076318 36320 0 1112638 0 1112638 DODGE & COX STOCK FUND 19993 13657 6336 6336 HARBOR CAPITAL APPRE 19993 11574 8419 8419 MFS INTERNATIONAL 10000 8851 1149 1149 VANGUARD 500 INDEX 49986 17275 32711 32711 VANGUARD MID CAP 9993 2387 7606 7606 CAPITAL GAINS DIVIDENDS P 35138 35138 35138 91359 0 1424 0 1424 0 1424 0 0 0 0 0 31 1455 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 7 RUTGER PARK 3RD FLOOR 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 DIRECTOR 0.25 0 0 0 PATRICK MCGRATH 2637 TRENTON RD UTICA NY 13502 DIRECTOR 0.25 0 0 0 CIARA PARISH 31 ALLMAN PL NEW HARTFORD NY 13413 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1363934 0 0 1363934 0 0 1363934 20459 1343475 67174 67174 1424 1424 65750 0 65750 0 65750 64721 0 64721 65750 14910 0 0 64721 14910 0 0 49811 0 0 0 0 0 0 0 0 15939 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 MASONIC CARE COMMUNITY 2150 BLEEKER STREET UTICA NY 13501 NA 501(C)(3) GENERAL FUND 19500 MOHAWK VALLEY INSTITUTE FOR LEARNING IN 100 SEYMOUR RD UTICA NY 13502 NA 501(C)(3) GENERAL FUND 4000 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 11997 VALLEY HEALTH SERVICES INC 690 W GERMAN STREET HERKIMER NY 13350 NA 501(C)(3) GENERAL FUND 10998 CHARLES T SITRIN HEALTH CARE CENTER 2050 TILDEN AVE NEW HARTFORD NY 13413 NA 501(C)(3) GENERAL FUND 4226 64721 0 14 30136 18 91359 0 121495 0 121495 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/LEGAL FEES 4083 4083 4083 0 70639 71069 0 0 CALAMOS MARKET NEUTRAL INCOME FUND AT COST 65237 67293 DODGE & COX GLOBAL BOND FUND AT COST 41628 37704 DODGE & COX STOCK FUND AT COST 89736 116824 EUROPACIFIC GROWTH FUND CLASS F-1 AT COST 98657 94819 HARBOR CAPITAL APPRECIATION FUND AT COST 83756 124364 MFS INTERNATIONAL DIVERSIFICATION FUND CLASS I AT COST 88605 96558 PIMCO TOTAL RETURN FUND INSTITUTIONAL AT COST 170479 139771 SUNAMERICA MONEY MARKET AT COST 3907 3907 T. ROWE PRICE SMALL CAP STOCK AT COST 60206 69538 VANGUARD 500 INDEX FUND INVESTOR SHARES AT COST 70544 209641 VANGUARD INFLATION PROTECTED AT COST 76735 63534 VANGUARD INTERMEDIATE TERM AT COST 37217 32217 PIMCO SHORT-TERM FUND AT COST 37290 37780 DODGE & COX INCOME FUND AT COST 73972 77413 VANGUARD MID CAP AT COST 45530 140213 INSURANCE 1830 1830 1830 0 INVESTMENT FEES 9512 9512 9512 0 WEBSITE DESIGN 2500 2500 2500 0 MISCELLANEOUS 1135 1135 1135 0 TAXES 1394 0 0 0