2019-05-14T09:02:37-05:00 2018-12-31 141555429 UHY ADVISORS NY INC 4 TOWER PLACE EXECUTIVE PARK 7TH FLOOR ALBANY NY 12203 990PF 2018-01-01 814799371 AGRAWAL FAMILY FOUNDATION INC C/O VIKASH AGRAWAL AGRA 5189612113 37 EAST COBBLE HILL ROAD LOUDONVILLE NY 12211 VIKASH AGRAWAL PRESIDENT 5189612113 2019-05-13 1 GEOFFREY MULLEN P00749247 5184493166 2019-05-13 209.99.101.4 2019-05-13 10:53:39 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 92661CD245FF84808043DE4EDF26003B8C4C09CA 2018 2019-02-21 02:37:17Z X 690018 X X 3 3 3 15903 15903 15903 -7041 305472 0 8865 15906 15906 0 0 0 0 1479 1479 1479 0 1886 1886 1886 0 209 209 209 0 3574 3574 3574 0 40177 40177 43751 3574 3574 40177 -34886 12332 12332 74236 15487 15487 679278 703141 674531 753514 718628 690018 0 0 X 753514 718628 753514 718628 753514 718628 753514 -34886 0 718628 0 718628 BAIRD ULTRA SHORT BOND P 2017-05-15 2018-02-07 34002 34036 -34 -34 BAIRD ULTRA SHORT BOND P 2017-05-15 2018-02-26 12475 12500 -25 -25 GOTHAM ENHANCED RETURN FUND P 2017-05-15 2018-12-04 20962 21262 -300 -300 ISHARES BARCLAYS INTER CREDIT P 2017-12-21 2018-12-21 105443 110040 -4597 -4597 ISHARES EDGE MSCI USA MOMENTUM P 2018-02-07 2018-12-24 12238 13871 -1633 -1633 WILLIAM BLAIR EMER MKTS GRWTH FD P 2018-02-26 2018-12-26 1679 1679 0 0 WILLIAM BLAIR EMER MKTS GRWTH FD P 2018-02-26 2018-12-26 6497 9914 -3417 -3417 VANGUARD ULTRA-SHORT-TERM BOND FUND P 2017-05-15 2018-06-11 10458 10500 -42 -42 GOTHAM ENHANCED RETURN FUND P 2017-06-14 2018-12-04 8031 7185 846 846 AMERICAN BEACON BRIDGEWAY L/C VALUE P 2017-06-14 2018-12-11 35373 37046 -1673 -1673 VANGUARD ULTRA-SHORT-TERM BOND FUND P 2017-05-15 2018-12-18 25025 25100 -75 -75 JPMORGAN ALERIAN MLP INDEX ETN P 2017-06-14 2018-12-21 11160 14695 -3535 -3535 NEUBERGER BERMAN EMERG MKTS EQTY P 2017-05-15 2018-12-26 13640 14685 -1045 -1045 CAPITAL GAINS DIVIDENDS P 8489 8489 8489 -7041 -10006 0 5857 743735 0.007875 0 738757 0.000000 0.007875 0.003938 760308 2994 123 3117 40177 X 123 0 123 0 123 0 0 0 0 0 123 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A VIKASH AGRAWAL 5189612113 37 EAST COBBLE HILL ROAD LOUDONVILLE NY 12211 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VIKASH AGRAWAL 37 EAST COBBLE HILL ROAD LOUDONVILLE NY 12211 PRESIDENT, TREASURER 2.00 0 0 0 VIKRAM AGRAWAL 36 SHELBOURNE DRIVE CLIFTON PARK NY 12065 VICE PRESIDENT, SECRETARY 0.50 0 0 0 BHAGAWATI PRASAD AGRAWAL C/O 37 EAST COBBLE HILL ROAD LOUDONVILLE NY 12211 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 NONE 0 NONE 0 0 752515 19371 0 771886 0 0 771886 11578 760308 38015 38015 123 123 37892 0 37892 0 37892 40177 0 40177 123 40054 37892 32073 0 0 40177 32073 0 0 8104 0 0 0 0 0 0 0 0 29788 0 0 0 VIKASH AGRAWAL VIKRAM AGRAWAL X STRIDE INC 4482 NY HIGHWAY WEST SAND LAKE NY 12196 PC GENERAL CONTRIBUTION 100 EMMA WILLARD SCHOOL 285 PAWLING AVE TROY NY 12180 PC GENERAL CONTRIBUTION 500 PINE HOLLOW ARBORETUM 34 PINE HOLLOW RD SLINGERLANDS NY 12159 PC GENERAL CONTRIBUTION 250 WOODLAND HILL MONTESSORI SCHOOL 100 MONTESSORI PL RENSSELAER NY 12144 PC GENERAL CONTRIBUTION 11000 SHIRDI SAI MANDIR OF CAPITAL DISTRICT 892 NEW LOUDON RD LATHAM NY 12110 PC GENERAL CONTRIBUTION 250 HARVARD BUSINESS SCHOOL HARVARD BUSINESS SCHOOL BOSTON MA 02163 PC GENERAL CONTRIBUTION 5001 AMERICAN MEDITATION INSTITUTE 60 GARNER RD AVERILL PARK NY 12018 PC GENERAL CONTRIBUTION 10750 CENTER FOR DISABILITY SERVICES 314 S MANNING BLVD ALBANY NY 12208 PC GENERAL CONTRIBUTION 750 HINDU TEMPLE SOCIETY 450 ALBANY SHAKER RD ALBANY NY 12211 PC GENERAL CONTRIBUTION 9251 COLONIE SENIOR CENTER 6 WINNERS CIRCLE ALBANY NY 12205 PC GENERAL CONTRIBUTION 750 FESTIVAL OF NATIONS EMPIRE PLAZA ALBANY NY 12203 PC GENERAL CONTRIBUTION 75 THE STAKEHOLDERS INC 69 STATE STREET 8TH FLOOR ALBANY NY 12207 PC GENERAL CONTRIBUTION 1500 40177 0 14 3 14 15903 18 -7041 0 8865 0 8865 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 1479 1479 1479 0 KEYBANK A/C 2156566 AT COST 703141 674531 NYS CHAR-500 FEE 100 100 100 0 US TREASURY REGISTRATION FEE 84 84 84 0 BANK FEES 25 25 25 0 INVESTMENT MANAGEMENT 1886 1886 1886 0