2012-08-13T06:40:01-05:00 2011-09-30 Heveron & Heveron CPAs 260 Plymouth Avenue South Rochester NY 14608 990 2010-10-01 160984913 PathStone Corporation Inc PATH 5855467180 400 East Avenue Rochester NY 14607 Kevin Ryck 5855467180 2012-08-10 1 Stephanie Annunziata 5852322956 2010 2016-02-24 21:20:13Z Kevin Ryck 400 East Avenue Rochester NY 14607 35633050 0 X www.PathStone.org X 1971 NY PathStone builds family and individual self-sufficiency by strengthening farmworker, rural and urban communities. Pathstone promotes social justice through programs and advocacy. 24 24 919 63 0 0 462082 318859 29186308 34390978 -523 1453 1073971 921760 30721838 35633050 3662230 5646475 0 0 17538279 19354336 0 0 152835 8252092 8796594 29452601 33797405 1269237 1835645 19201857 23586091 7230296 8239927 11971561 15346164 X PathStone Corporation creates and provides opportunities for farmworkers and other disenfranchised people to confront and overcome barriers that systematically prevent them from gaining access to economic, educational, social, and political resources. (see Sch. O)The organization provides adult training and employment opportunties; child development programs; health and safety programs; housing development; housing services; emergency and supportive services; youth and adult education; economic development programs; and advocacy and public policy initiatives.In 2010 - 2011 they have served 39,473 participants, benefiting 82,893 family members. 0 0 11772700 2962619 12829156 EMPLOYMENT AND TRAINING SERVICES: There are four sub-programs offered within this main grouping which include farmworker training and employment services, farmworker vocational rehabilitation services, senior training and employment services, and work ready - supported work services. These services help provide quality job training and employment services leading to gainful employment at livable wages for individuals who are unemployed, underemployed, farm workers, rural poor, disadvantaged and/or disenfranchised. The organization currently offers these services at the following locations: New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Vermont, and Virginia. 6337412 460817 7033612 CHILD AND FAMILY DEVELOPMENT: Programs under this heading help to provide holistic family development services for both children and parents. The Head Start programs provide quality child care, education, training, family literacy, nutritious meals, and advocacy services to establish sound development for children from birth to 5 years and assist children to mature socially, emotionally, educationally, and nutritionally. The program specifically provides early childhood education for children of seasonal and migrant workers in rural areas of New Jersey and Pennsylvania, and works to assess family needs, educate parents on healthy life choices, and provide full-day child care at head start centers. 675 children were served.The Healthy Marriage Initiative helps to improve child well-being by strengthening family formation and healthy marriages. Services include couples relationship workshops, parent-adolescent communication workshops, marriage counseling services, domestic violence prevention education, financial literacy education, and drug and alcohol prevention activities in Pennsylvania. 7163155 1587474 8000729 HOUSING SERVICES: A many faceted program, housing services includes home ownership services, housing choice services, housing rehabilitation and energy services, and the manufactured home cooperative project. Main program accomplishments include educating and counseling individuals and families about the home buying process, wealth and asset building, assist families in moving toward self-sufficiency, rental assistance programs, improving housing conditions, lead based paint remediation, acquisition, rehab and resale program, revolving loan fund, weatherization assistance program, and technical assistance and training to manufactured home communities. Areas served include Indiana, New York, Ohio, Pennsylvania, and Puerto Rico. 4846253 635565 7133995 OTHER SERVICES INCLUDING: Health and safety education, prevention and intervention services, economic development services to provide guidance to low- to moderation-income individuals wishing to start or expand their businesses and provide credit to businesses that provide jobs to low- to moderate-income individuals, emergency and support services assisting disadvantaged families, including farmworkers and those with limited English skills to overcome basic need barriers and enable them to pursue self-sufficiency, youth and adult education which enables youth to recognize the educational and career opportunities as they pursue lifelong goals, and real estate development which develops and manages affordable housing for low- and moderate-income people and provides supportive services for residents thereof. Areas served include Indiana, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, and Vermont. 4846253 635565 7133995 30119520 1 1 0 0 0 0 0 0 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 85 0 1 919 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NY X X The Organization 5855467180 400 East Avenue Rochester NY 14607 Sheila Banks 1.50 X X 0 0 0 Andres Ramos 1.50 X X 0 0 0 Mark St John 1.50 X X 0 0 0 Keith Talbot Esq 1.50 X 0 0 0 Bill Kilgore 1.50 X 0 0 0 Evan Martinez 1.50 X 0 0 0 Arlene Wilson 1.50 X 0 0 0 April Colson 1.50 X 0 0 0 Eileen Torres 1.50 X 0 0 0 Lisa Marcello 1.50 X 0 0 0 Joy Pacheco 1.50 X 0 0 0 Carlos Rosa 1.50 X 0 0 0 BK Gaur 1.50 X 0 0 0 Paul Baker 1.50 X 0 0 0 Patricia Mogan 1.50 X 0 0 0 Heather Abbott 1.50 X 0 0 0 Sergio Gonzalez 1.50 X 0 0 0 Margaret Keller 1.50 X 0 0 0 Abraham Hernandez 1.50 X 0 0 0 Michael Green 1.50 X 0 0 0 Nicole Terry 1.50 X 0 0 0 Darinel Tapia 1.50 X 0 0 0 Joel Sanchez Colon 1.50 X 0 0 0 Jose Garcia Degro 1.50 X 0 0 0 Stuart Mitchell 40.00 X 158858 0 10943 Kevin Ryck 40.00 X 132012 0 9601 Jeffrey Lewis 40.00 X 125237 0 9262 Susan Ottenweller 40.00 X 114355 0 8718 Willard Beaulac 40.00 X 110422 0 8521 Kay Washington 40.00 X 118525 0 8926 Velma Hullum 40.00 X 110169 0 8508 869578 0 64479 9 0 1 0 Michelle Sudgen Castillo C/O the Organization Rochester NY 14607 Consultant 153941 Express Services Inc C/O the Organization Rochester NY 14607 Temporary Employment Services 135662 2 92571 226288 41845 318859 Adult Training and Emp 561300 12816186 12816186 Housing Services Reven 531390 7641347 7641347 Child Development Serv 624200 7008492 7008492 Housing Development 531390 3637209 3637209 Health and Safety 624100 1600306 1600306 1687438 1687438 34390978 1453 1453 315246 315246 315246 315246 Other Income 900099 606514 606514 606514 35633050 34997492 0 316699 5646475 5646475 319528 319528 12669365 11469589 1158028 41748 695514 622212 70803 2499 4382652 3843618 523600 15434 1287277 1127408 155342 4527 833115 678377 148113 6625 52262 52262 60789 60789 602721 539764 36917 26040 2692375 2414899 242936 34540 46908 46908 2587945 2443565 141673 2707 1137090 1051952 83394 1744 212483 107602 92441 12440 11209 11209 166651 15400 151251 313809 129225 184584 Supportive Services 41639 37158 4481 Delegate Agencies 17000 17000 Bad Debt Expenses 9176 9176 11422 3258 8114 50 33797405 30119520 3525050 152835 671593 302080 1271513 2784520 3306266 3325674 63117 179282 7042630 9449895 16892 33973 5886355 1746782 3656280 4139573 3050619 3250619 71224 71224 51723 49251 19201857 23586091 4812806 4887260 1885353 2425999 532137 926668 7230296 8239927 X 1939455 3918324 10032106 11427840 11971561 15346164 19201857 23586091 X 1835645 1538958 X 0 1 1 X 1 1 X 213253 300173 563787 462082 318859 1858154 22104300 25300055 27060132 29186308 34390978 138041773 22317553 25600228 27623919 29648390 34709837 139899927 85000 120000 182000 110000 497000 0 85000 120000 182000 110000 497000 139402927 351483 320278 377821 334730 316699 1701011 351483 320278 377821 334730 316699 1701011 136031 741368 606514 1483913 22805067 25920506 28001740 30724488 35633050 143084851 0.97430 0.97610 0.01190 0.01360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1617503 55600 363984 80000 1957087 1427816 29015 245672 85000 1617503 1979240 2550 -433974 120000 1427816 0.06990 0.79780 0.13230 0 1 1 8150 8150 1080437 863584 216853 764769 138596 626173 958358 744602 213756 3074641 3074641 4139573 Investment in Subsidiary 3250619 C 3250619 Description of Intended Use of Endowment Funds: Part V, Line 4: A percentage of the Fund's market value as determined by the board of directors of a related organization of PathStone Corporation each year shall be distributed for the use by the related organization in support of its programs for women. Description of Uncertain Tax Positions Under FIN 48: Part X: Accounting standards require entities to disclose in their financial statements the nature of any uncertainties in their tax position. Tax years including 2008 and later are subject to examination by tax authorities. Areas that IRS and state tax authorities consider when examining tax returns of a charity include, but may not be limited to, tax-exempt status and the existence and amount of unrelated business income. Areas with respect to pass-through entities' income tax returns include, but may not be limited to, the deductibility of expenses, classification of income, status as a pass-through entity, Nexus with other states, and entity liability for owner income taxes. The Organization does not believe that it has any uncertain tax positions with respect to these or other matters, and has not recorded any unrecognized tax benefits or liability for penalties or interest. The Organization is not aware of any circumstances or events that make it reasonably possible that tax benefits may increase or decrease within 12 months of the date of these financial statements. 1 Training 2992 3169896 FMV Skills and job training leading to unsubsidized placement in the labor market.Training includes Work Experience Training, ESL and GED training, classroom training, Occupational Skills training, On-the-job training, Occupational Safety training, Health and Safety training, Pesticide awareness training. Supportive Services 11347 978396 FMV Supportive services include emergency food, lodging, health, and relocation assistance.These supportive services are also provided to individuals enrolled in training activities who need assistance while completing their training plan. Training Related supportive services includes such services as transportation, work boots, tools, work clothes, rental assistance, and other support that assists the individual achieve a positive job placement and job retention. Weatherization 205 1498183 FMV Weatherization services includes assessment, repairs and upgrades to residences of program eligible clients.This is in the form of testing, caulking and sealing, door and window replacement, roofing repairs, attic and wall insulation, installation of efficient furnaces, hot water tanks and appliances. Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: Program eligibility is determined and entered into the MIS system. Enrollment into a specific program is required and eligibility testing identifies what programs the individual or family is eligible for. A development plan is completed for every client, and training is provided based upon the identified needs. All services provided to individuals and families are recorded in the family's MIS records. Case management reviews are conducted with senior staff and ongoing assessment of supportive services and additional training plans are developed for the clients. Internal audits are conducted by the corporation to assess success of programs and to gauge effectiveness of staff and utilization of resources. X X X X X 0 0 0 0 0 0 0 0 0 Stuart Mitchell 158858 0 0 0 0 0 7943 0 3000 0 169801 0 0 0 X 41854 Fair Market Value 0 1 0 Form 990, Part VI, Section B, line 11 A draft copy of the return is distributed to the members of the board for comments before filing. Form 990, Part VI, Section B, line 12c During the new board member orientation, the policy is fully explained by the President and attorney. The board member understands that it is important to follow the policy at all times during his or her term on the board. It is made clear that if any conflict arises, that the policy is in effect and should be followed. This is also re-emphasized annually when the policy is signed on a yearly basis. In addition to the Conflict of Interest Policy, the organization has a questionnaire that all employees must fill out annually to determine whether they have a real or potential conflict of interest. If any potential conflicts are learned about through this or any other method, they are reviewed by the Executive Staff member for that division, and ultimately by the President/CEO. The CEO has the ultimate responsibility for determining whether or not a conflict exists and he or she, in conjunction with the Senior Vice President for Human Resources of PathStone and the Executive Staff member for that employee's division, will determine the course of action necessary. PathStone Corporation also has an Asset Management Committee which must review any purchases or contracts that are more than $5,000. Any potential conflicts are taken into consideration before approving these purchases and contracts. Form 990, Part VI, Section B, line 15 The wages and benefits of all top management employees are determined by the personnel committee of PathStone Corporation, as part of its ongoing wage comparative studies and benefit budgeting process. The process includes independent review, comparability data, and deliberation by a compensation committee. PathStone utilizes a salary scale to determine the salary of each employee. Job descriptions are evaluated based on a 17 point rating system. The number of points corresponding to each job description determines which of 11 salary groups the job falls into. Within each salary group, there is a base salary and then a range is available to accommodate employees who have more experience, education, skills, etc. than are required for that position. Before hiring an employee, the hiring manager sends a request for offer letter to Human Resources. With this request, a salary range justification form is sent if the salary is to be above the base. The Executive Staff member for that Division reviews and approves the request, then forwards it to Human Resources for final approval. Human Resources reviews the request for offer and the salary range request to determine if the steps are warranted, and sends out an offer letter if the request is approved. Periodically, the salary scale is reviewed. There have been times when the entire scale has been revised, and other times when salaries for specific positions have been adjusted by resolution from the Board of Directors. Most recently, a review of the salary scale was conducted as follows: a) PathStone engaged the services of an independent company, Astron Solutions, to conduct a wage comparability study. b) Astron Solutions used data from non-profit companies of similar size and industry, and adjusted for location where necessary. c) The current salary scale for PathStone was reviewed by Astron Solutions in late 2008 and into 2009 to determine market comparability. Reports were made to PathStone Executive Staff and Board of Directors. Recommendations were made for making revisions to the salary system, however existing salaries were found to be within range of the market. The recommendations are being phased in during 2010 and 2011. d) PathStone provided Astron Solutions with job descriptions representing various salary levels and positions throughout the organization. 8 data sources were used for the comparison. Salary survey data for non-profit organizations in the benchmark position's specific location, with a similar size to PathStone, were selected as a first priority for use. Additionally, real estate industry data were included for those benchmark positions with a specific real estate focus. Matches to the salary surveys were based on job duties and experience requirements as described in PathStone's job descriptions, not job titles. If local pay data was not available, national salary survey data for the selected data cuts were utilized and factored for the job specific location. Once the market rates were determined for each of the benchmark positions, an analysis of all PathStone employees was performed to determine whether actual salaries fell within an acceptable range of the market rate. Form 990, Part VI, Section C, line 19 Pathstone Corporation makes its governing documents (Bylaws and Certificate of Incorporation) readily available to the public on its website, www.pathstone.org. PathStone bylaws, policies and other governing documents are available on the PathStone Electronic Library, which may be accessed by employees. The company may grant access to the Electronic Library to non-employees as well, when there is a need for others to access information, for example auditors and funders. PathStone prints an annual report which is made public each year. Copies are mailed to stakeholders and it is readily available to the public. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 304,286. Transfers 1,234,672. Total to Form 990, Part XI, Line 5: 1,538,958. PathStone Development Corporation 7 Prince Street Rochester NY 14607 161265765 Affordable Housing NY 501(c)(3) Line 11a, I PathStone Corporation 0 Housing Opportunities Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 161386456 Affordable Housing NY 501(c)(3) Line 11a, I PathStone Development Corporation 0 Alloway Housing Development Fund Corporation 7 Prince Street Rochester NY 14607 203574586 Affordable Housing NY 501(c)(3) Line 11a, I PathStone Development Corporation 0 PathStone Housing Action Corporation 400 East Avenue Rochester NY 14607 161183242 Affordable Housing NY 501(c)(3) Line 9 PathStone Corporation 0 Soujourner House at PathStone Inc 30 Millbank Street Rochester NY 14619 161170113 Provide temporary housing for women and children NY 501(c)(3) Line 7 PathStone Corporation 0 Sojourner Development Corporation 30 Millbank Street Rochester NY 14619 161370403 Provide permanent housing for women and children NY 501(c)(3) Line 9 Sojourner House at PathStone Inc 0 Anthony Square LP 7 Prince Street Rochester NY 14607 161589159 Affordable Housing NY N/A N/A 0 0 April Meadows LP 7 Prince Street Rochester NY 14607 166498924 Affordable Housing NY N/A N/A 0 0 Briarwood Place LP 7 Prince Street Rochester NY 14607 161544146 Affordable Housing NY N/A N/A 0 0 Canal Place LP 7 Prince Street Rochester NY 14607 752975899 Affordable Housing NY N/A N/A 0 0 Cedar Creek Housing LLC 7 Prince Street Rochester NY 14607 900347268 Affordable Housing NY N/A N/A 0 0 Central Place LP 7 Prince Street Rochester NY 14607 161520376 Affordable Housing NY N/A N/A 0 0 Clayton Heights LP 7 Prince Street Rochester NY 14607 412124095 Affordable Housing NY N/A N/A 0 0 Creekside Clearing LP 7 Prince Street Rochester NY 14607 050607089 Affordable Housing NY N/A N/A 0 0 Elliott's Landing LP 7 Prince Street Rochester NY 14607 204754791 Affordable Housing NY N/A N/A 0 0 Elmgrove Place LP 7 Prince Street Rochester NY 14607 061716252 Affordable Housing NY N/A N/A 0 0 Hale Court LP 7 Prince Street Rochester NY 14607 204754992 Affordable Housing NY N/A N/A 0 0 Marketview Housing LP 7 Prince Street Rochester NY 14607 161435368 Affordable Housing NY N/A N/A 0 0 Marketview Phase II LP 7 Prince Street Rochester NY 14607 161458119 Affordable Housing NY N/A N/A 0 0 MJ Estates II LLC 7 Prince Street Rochester NY 14607 271006415 Affordable Housing NY N/A N/A 0 0 MJ Estates LP 7 Prince Street Rochester NY 14607 208685429 Affordable Housing NY N/A N/A 0 0 Monica Homes LLC 7 Prince Street Rochester NY 14607 611592249 Affordable Housing NY N/A N/A 0 0 Niagara Place LP 7 Prince Street Rochester NY 14607 161478044 Affordable Housing NY N/A N/A 0 0 Ontario Place LP 7 Prince Street Rochester NY 14607 752975886 Affordable Housing NY N/A N/A 0 0 Rexford Place LP 7 Prince Street Rochester NY 14607 202201905 Affordable Housing NY N/A N/A 0 0 Susan B Anthony LP 7 Prince Street Rochester NY 14607 043812069 Affordable Housing NY N/A N/A 0 0 Westminister Place LP 7 Prince Street Rochester NY 14607 161476222 Affordable Housing NY N/A N/A 0 0 Woodward LP 7 Prince Street Rochester NY 14607 161489242 Affordable Housing NY N/A N/A 0 0 Ada Ridge Partners II LLC 400 East Avenue Rochester NY 14607 262373989 Affordable Housing NY N/A N/A 0 0 Ada Ridge Partners LP 400 East Avenue Rochester NY 14607 161592991 Affordable Housing NY N/A N/A 0 0 Albion Senior Living LLC 400 East Avenue Rochester NY 14607 260345950 Affordable Housing NY N/A N/A 0 0 Alliance Homes II LLC 400 East Avenue Rochester NY 14607 562397229 Affordable Housing NY N/A N/A 0 0 Alturas de Castaner LP 400 East Avenue Rochester NY 14607 203947099 Affordable Housing NY N/A N/A 0 0 Andrews Terrace LLC 400 East Avenue Rochester NY 14607 203199493 Affordable Housing NY N/A N/A 0 0 Beechwood Apartments LLC 400 East Avenue Rochester NY 14607 273685642 Affordable Housing NY N/A N/A 0 0 Beechwood Associates LP 400 East Avenue Rochester NY 14607 161240013 Affordable Housing NY N/A N/A 0 0 Brower Road LLC 400 East Avenue Rochester NY 14607 030485949 Affordable Housing NY N/A N/A 0 0 Canal View Senior Housing LLC 400 East Avenue Rochester NY 14607 204440054 Affordable Housing NY N/A N/A 0 0 Clarkson-Seldon Square Partners LP 400 East Avenue Rochester NY 14607 223607775 Affordable Housing NY N/A N/A 0 0 Essex Albion Credit LP 400 East Avenue Rochester NY 14607 161482648 Affordable Housing NY N/A N/A 0 0 Gettysburg Scattered Sites Associates 400 East Avenue Rochester NY 14607 251645782 Affordable Housing NY N/A N/A 0 0 Heritage Meadows Partners LP 400 East Avenue Rochester NY 14607 161537986 Affordable Housing NY N/A N/A 0 0 Highland Meadows Partners LLC 400 East Avenue Rochester NY 14607 134220309 Affordable Housing NY N/A N/A 0 0 Lander Street Partners II LP 400 East Avenue Rochester NY 14607 061473326 Affordable Housing NY N/A N/A 0 0 Lander Street Partners III LLC 400 East Avenue Rochester NY 14607 562523429 Affordable Housing NY N/A N/A 0 0 Lander Street Partners LP 400 East Avenue Rochester NY 14607 061445495 Affordable Housing NY N/A N/A 0 0 New Home Alliance LP 400 East Avenue Rochester NY 14607 061527135 Affordable Housing NY N/A N/A 0 0 Olde Theatre Apartments LP 400 East Avenue Rochester NY 14607 341844633 Affordable Housing NY N/A N/A 0 0 Salem Senior Housing LLC 400 East Avenue Rochester NY 14607 383711378 Affordable Housing NY N/A N/A 0 0 Sandy Creek Associates LP 400 East Avenue Rochester NY 14607 161351950 Affordable Housing NY N/A N/A 0 0 Seldon Square II LLC 400 East Avenue Rochester NY 14607 352182907 Affordable Housing NY N/A N/A 0 0 Stonewood Village LLC 400 East Avenue Rochester NY 14607 264557007 Affordable Housing NY N/A N/A 0 0 Thompson Building Associates LP 400 East Avenue Rochester NY 14607 161421270 Affordable Housing NY N/A N/A 0 0 Apple Meadow Ltd LP 400 East Avenue Rochester NY 14607 310970627 Affordable Housing NY N/A N/A 0 0 Castle Street Associates LP 400 East Avenue Rochester NY 14607 161311570 Affordable Housing NY N/A N/A 0 0 Clifton Commons Associates LP 400 East Avenue Rochester NY 14607 161386724 Affordable Housing NY N/A N/A 0 0 Crosman LLC 400 East Avenue Rochester NY 14607 100007244 Affordable Housing NY N/A N/A 0 0 Crossman LP 400 East Avenue Rochester NY 14607 100007242 Affordable Housing NY N/A N/A 0 0 Foster Block Associates LP 400 East Avenue Rochester NY 14607 161351625 Affordable Housing NY N/A N/A 0 0 Stanton Meadows Townhomes LP 400 East Avenue Rochester NY 14607 161551902 Affordable Housing NY N/A N/A 0 0 Washington Park Associates LP 400 East Avenue Rochester NY 14607 161299635 Affordable Housing NY N/A N/A 0 0 Waterloo Heights Associates LP 400 East Avenue Rochester NY 14607 161379435 Affordable Housing NY N/A N/A 0 0 Marketview Housing Inc 7 Prince Street Rochester NY 14607 161435367 General Partner in L.P. Transactions NY N/A C Slater Neighborhood Inc 7 Prince Street Rochester NY 14607 271006036 General Partner in L.P. Transactions NY N/A C PDC Towpath Corporation 7 Prince Street Rochester NY 14607 453667522 General Partner in L.P. Transactions NY N/A C Alliance Homes II Corp 400 East Avenue Rochester NY 14607 562397228 General Partner in L.P. Transactions OH N/A C PHEDCO Investments Inc 400 East Avenue Rochester NY 14607 251663084 General Partner in L.P. Transactions NY N/A C RHOC Crossman Inc 400 East Avenue Rochester NY 14607 270017600 General Partner in L.P. Transactions NY N/A C Rural Housing Opportunities Development Corp 400 East Avenue Rochester NY 14607 050575748 General Partner in L.P. Transactions NY N/A C Salem Senior Housing Corp 400 East Avenue Rochester NY 14607 300308905 General Partner in L.P. Transactions OH N/A C RHAC Development Corporation 400 East Avenue Rochester NY 14607 161262619 General Partner in L.P. Transactions NY N/A C Stanton Meadows Corporation 400 East Avenue Rochester NY 14607 161556454 General Partner in L.P. Transactions NY N/A C Monica Homes LTD 400 East Avenue Rochester NY 14607 800360791 General Partner in L.P. Transactions NY N/A C Beechwood Managing Member LLC 400 East Avenue Rochester NY 14607 274656938 General Partner in L.P. Transactions NY N/A C Lehigh Managing Member LLC 400 East Avenue Rochester NY 14607 270212774 General Partner in L.P. Transactions NY N/A C 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 1 1 1 Schedule R, Part II Pathstone Corporation is also related to other tax-exempt organizations included in a group return.