2019-05-10T10:56:48-05:00 2018-12-31 161163912 FITZGERALD DEPIETRO & WOJNAS CPAS PC 291 GENESEE STREET UTICA NY 13501 990PF 2018-01-01 156018016 SLOCUM-DICKSON FOUNDATION INC SLOC 3157242145 1729 BURRSTONE ROAD NEW HARTFORD NY 13413 RICHARD COMPSON PRESIDENT 3157242145 2019-05-10 1 LYNNE STEWART P02011641 3157242145 209.217.208.14 2019-05-10 11:58:48 ED P 3A9E0BC7F9557C30AC24D31D4C1490D7B30BF954 F20ECDDC3C4B623DD8B743847FD684B2E55A9089 2018 2020-01-14 16:20:31Z X 1144752 X X 24931 24931 24931 56641 128051 56641 81572 81572 24931 0 0 0 0 2780 2780 2780 0 8917 8917 8917 0 1986 0 0 0 6291 6291 6291 0 19974 17988 17988 0 49600 49600 69574 17988 17988 49600 11998 63584 6943 71176 79296 90211 949318 953196 1054541 1020494 1032492 1144752 1500 1500 1500 1500 X 1018994 1030992 0 0 0 0 1018994 1030992 1020494 1032492 1018994 11998 0 1030992 0 1030992 174.155 EUROPACIFIC GROWTH FUND 2009-07-30 2018-05-15 10000 5985 4015 4015 262.778 HARBOR CAPITAL APPRE FUND 2011-11-07 2018-05-15 19964 10218 9746 9746 597.372 VANGUARD ADMIRMAL 2008-08-11 2018-05-15 14963 14577 386 386 919.118 VANGUARD INT-TERM ADMIRAL 2011-11-08 2018-04-02 9964 11105 -1141 -1141 1403.181 VANGURAD INT-TERM 2011-11-08 2018-05-15 14963 16954 -1991 -1991 77.232 VANGUARD MID-CAP ADMIRAL 2018-08-07 2018-05-15 14963 5613 9350 9350 59.792 VANGUARD 500 INDEX 2011-11-07 2018-05-15 14964 6958 8006 8006 CAPITAL GAINS DIVIDENDS P 28270 28270 28270 56641 0 0 49765 1202312 0.041391 58934 1136658 0.051848 65700 1211004 0.054253 74145 1246975 0.059460 46775 1197778 0.039051 0.246003 0.049201 1230242 60529 636 61165 49600 1272 0 1272 0 1272 0 0 0 0 52 1324 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.SLOCUMDICKSONFOUNDATION.COM 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 0 TONY SPIRIDIGLOZZI 46 CLINTONVIEW BLVD NEW HARTFORD NY 13413 TREASURER 1.00 0 0 0 KELLY PARSONS 520 SENECA STREET UTICA NY 13502 DIRECTOR 0.25 0 0 0 PHYLLIS SPINNER 53 ELM STREET DOLGEVILLE NY 13329 DIRECTOR 0.25 0 0 0 SARAH PAPARELLA MPH LNHA 950 FLOYD AVE ROME NY 13440 DIRECTOR 0.25 0 0 0 DOMINIC PASSALACQUA 2636 EDGEWOOD RD UTICA NY 13501 VICE PRESIDENT 1.00 0 0 0 MARIE GESUALDO DO 1729 BURRSTONE RD NEW HARTFORD NY 13501 DIRECTOR 0.25 0 0 0 FRANCIS MUTOLO II 1107 ONTARIO ST UTICA NY 13501 DIRECTOR 0.25 0 0 0 RICHARD COMPSON 2310 GENESEE ST UTICA NY 13501 PRESIDENT 1.00 0 0 0 JOYCE ASTAFAN 1435 HERKIMER RD UTICA NY 13502 DIRECTOR 1.00 0 0 0 JAMES CESARE MD 32 MORGAN LANE NEW HARTFORD NY 13413 DIRECTOR 0.25 0 0 0 KENNETH S WILLIAMS 10 ABBEY RD WHITESBORO NY 13492 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1248977 0 0 1248977 0 0 1248977 18735 1230242 61512 61512 1272 1272 60240 0 60240 0 60240 49600 0 49600 0 49600 60240 0 0 13316 5998 2815 22129 49600 0 0 0 49600 0 10640 10640 11489 0 0 0 0 0 0 0 11489 2676 5998 2815 SLOCUM DICKSON FOUNDATION INC 1729 BURRSTONE ROAD NEW HARTFORD NY 13413 3157242145 DETAILED LETTER REQUEST WITH SUPPORTING DOCUMENTS MARCH 1 AND SEPTEMBER 1 OF EACH YEAR CENTRAL NEW YORK, MEDICAL EDUCATION RELATED HERKIMER COUNTY COMM COLL 100 RESERVOIR ROAD HERKIMER NY 13350 NA 501(C)(3) GENERAL FUND 2000 RESOURCE CENTER FOR INDEPENDENT LIVING 409 COLUMBIA ST UTICA NY 13502 NA 501(C)(3) GENERAL FUND 2000 SLOCUM DICKSON EDUCATIONAL INSTITUTE 1729 BURRSTONE ROAD NEW HARTFORD NY 13413 NA 501(C)(3) GENERAL FUND 20000 SUNY POLYTECH INSTITUTE 100 SEYMOUR ROAD UTICA NY 13502 NA 501(C)(3) GENERAL FUND 7500 TR PROCTOR HIGH SCHOOL 1203 HILTON AVE UTICA NY 13501 NA 501(C)(3) GENERAL FUND 500 UTICA COLLEGE BURRSTONE ROAD UTICA NY 13502 NA 501(C)(3) GENERAL FUND 10780 VALLEY HEALTH SERVICES INC 690 W GERMAN STREET HERKIMER NY 13350 NA 501(C)(3) GENERAL FUND 3240 ELDER LIFE DBA PARKWAY CENTER 222 MEMORIAL PARKWAY UTICA NY 13501 NA 501(C)(3) GENERAL FUND 2500 BOYS SCOUTS OF AMERICA 1401 GENESEE ST UTICA NY 13501 NA 501(C)(3) GENERAL FUND 1080 49600 0 14 24931 18 56641 0 81572 0 81572 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/LEGAL FEES 2780 2780 2780 0 79296 90211 0 0 EUROPACIFIC GROWTH FUND CLASS F-1 AT COST 163268 157536 HARBOR CAPITAL APPRECIATION FUND AT COST 81776 91132 METROPOLITAN WEST TOTAL RETURN BOND AT COST 138396 132563 PIMCO TOTAL RETURN FUND INSTITUTIONAL AT COST 172511 160616 T ROWE PRICE SMALL CAP STOCK AT COST 60720 56784 TEMPLETON GLOBAL FUND CLASS A AT COST 56007 53583 VANGUARD INTERMEDIATE TERM AT COST 26211 24746 VANGUARD INFLATION PROTECTED AT COST 52987 49190 VANGUARD 500 INDEX FUND INVESTOR SHARES AT COST 113896 184201 VANGUARD MID-CAP STOCK INDEX FUND AT COST 52238 109475 SUNAMERICA MONEY MARKET AT COST 4655 4651 PIMCO SHORT TERM FUND INSTITUTIONAL AT COST 30531 30064 CONTRACT LABOR 4200 4200 4200 0 INSURANCE 1869 1869 1869 0 DOMAIN REGISTRATION 222 222 222 0 INVESTMENT FEES 8917 8917 8917 0 TAXES 1986 0 0 0