2026-05-15T13:42:24-05:00 2025-12-31 161163912 FITZGERALD DEPIETRO & WOJNAS CPAS PC 7 RUTGER PARK 3RD FLOOR UTICA NY 13501 990PF 2025-01-01 156018016 HEALTH FORWARD FOUNDATION INC HEAL 3157964233 16 SYMPHONY PLACE WHITESBORO NY 13492 PATRICK MCGRATH TREASURER 3157964233 2026-05-15 1 LYNNE STEWART P02011641 3157242145 2026-05-15 2025 2025-03-06 01:10:19Z X X 1488186 X X 32723 32723 32723 98437 168107 98437 131160 131160 32723 0 0 0 0 3750 3750 3750 0 17206 17206 17206 0 3787 0 0 0 1830 1830 1830 0 26573 22786 22786 0 53154 53154 79727 22786 22786 53154 51433 108374 9937 70639 50097 50374 1043499 1115474 1437812 1114138 1165571 1488186 1500 1500 1500 1500 X 1112638 1164071 0 0 0 0 1112638 1164071 1114138 1165571 1112638 51433 0 1164071 0 1164071 DODGE & COX STOCK FUND CLASS 19993 14210 5783 5783 HAROBOR CAPITAL APPRE 19993 11574 8419 8419 MFA INTERNATIONAL 20000 14519 5481 5481 PIMCO ST FUND D 9993 9827 166 166 T ROWE PRICE SMALL- CAP STOCK FUND 10000 8075 1925 1925 VANGUARD 500 INDEX 24993 7355 17638 17638 VANGUARD MID CAP 19986 4110 15876 15876 CAPITAL GAINS DIVIDENDS P 43149 43149 43149 98437 0 1506 0 1506 0 1506 1600 0 0 0 1600 0 94 94 0 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 ROSEMARY BONACCI 16 SYMPHONY PLACE WHITESBORO NY 13492 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 BRIANNA PAPARELLA 30 FOREST RD UTICA NY 13501 DIRECTOR 0.25 0 0 0 PATRICK MCGRATH 2637 TRENTON RD UTICA NY 13502 TREASURER 0.25 0 0 0 CIARA PARISH 31 ALLMAN PL NEW HARTFORD NY 13413 SECRETARY 0.25 0 0 0 MARC BARRACO 330 MAIN ST UTICA NY 13501 DIRECTOR 0.25 0 0 0 ANTHONY LAPOLLA 1911 TILDEN AVE NEW HARTFORD NY 13413 DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 0 1427826 0 0 1427826 0 0 1427826 21417 1406409 70320 70320 1506 1506 68814 0 68814 0 68814 53154 0 53154 68814 15939 0 0 53154 15939 0 0 37215 0 0 0 0 0 0 0 0 31599 0 0 0 HEALTH FORWARD FOUNDATION INC 16 SYMPHONY PLACE WHITESBORO NY 13492 3157964233 DETAILED LETTER REQUEST WITH SUPPORTING DOCUMENTS MARCH 1 AND SEPTEMBER 1 OF EACH YEAR CENTRAL NEW YORK, MEDICAL EDUCATION RELATED CHARLES T SITRIN HEALTH CARE CENTER 2050 TILDEN AVE NEW HARTFORD NY 13413 NA PC GENERAL FUND 7149 HERKIMER BOCES 352 GROS BLVD HERKIMER NY 13350 NA PC GENERAL FUND 10021 HERKIMER COUNTY COMM COLL 100 RESERVOIR ROAD HERKIMER NY 13350 NA PC GENERAL FUND 2000 MASONIC CARE COMMUNITY 2150 BLEECKER STREET UTICA NY 13501 NA PC GENERAL FUND 3200 MOHAWK VALLEY INSTITUTE FOR LEARNING IN 100 SEYMOUR RD UTICA NY 13502 NA PC GENERAL FUND 4100 UTICA UNIVERSITY BURRSTONE ROAD UTICA NY 13502 NA PC GENERAL FUND 8665 VALLEY HEALTH SERVICES INC 690 W GERMAN STREET HERKIMER NY 13350 NA PC GENERAL FUND 6519 MASONIC MEDICAL RESEARCH INSTITUTE 2150 BLEECKER STREET UTICA NY 13501 NA PC GENERAL FUND 11500 53154 0 14 32723 18 98437 0 131160 0 131160 0 0 0 0 0 0 0 0 0 0 ACCOUNTING/LEGAL FEES 3750 3750 3750 0 50097 50374 0 0 CALAMOS MARKET NEUTRAL INCOME FUND AT COST 66509 72049 DODGE & COX GLOBAL BOND FUND AT COST 43296 42045 DODGE & COX STOCK FUND AT COST 86231 112407 EUROPACIFIC GROWTH FUND CLASS F-2 AT COST 113865 122348 HARBOR CAPITAL APPRECIATION FUND AT COST 84553 122135 MFS INTERNATIONAL DIVERSIFICATION FUND CLASS I AT COST 79157 103187 PIMCO TOTAL RETURN FUND INSTITUTIONAL AT COST 175751 152846 SUNAMERICA MONEY MARKET AT COST 11553 11553 T. ROWE PRICE SMALL CAP STOCK AT COST 56477 65211 VANGUARD 500 INDEX FUND INVESTOR SHARES AT COST 65860 221991 VANGUARD INFLATION PROTECTED AT COST 79854 67897 VANGUARD INTERMEDIATE TERM AT COST 38574 34681 PIMCO SHORT-TERM FUND AT COST 28877 29296 DODGE & COX INCOME FUND AT COST 77427 83851 VANGUARD MID CAP AT COST 43667 136282 AMERICAN NEW PERSPECTIVE FUND F-2 AT COST 63823 60033 INSURANCE 1830 1830 1830 0 INVESTMENT FEES 9817 9817 9817 0 WEBSITE DESIGN 7140 7140 7140 0 MISCELLANEOUS 249 249 249 0 TAXES 3787 0 0 0