| 2024 | Tr UW for R L Zuhlke Char Tr XXXXX4004 | 990PF | Trustee | 2 | $229,601 | - | View return |
| 2024 | Leo Adler Community Fund Uma | 990PF | Trustee | 40 | $64,353 | - | View return |
| 2024 | Allen Foundation | 990PF | Trustee | 2 | $45,148 | $0 | View return |
| 2024 | William Bartlett XXXXX9004 | 990PF | Trustee | 2 | $24,514 | - | View return |
| 2024 | Succ Tr UW Wm L Higgins-Avelena Fd XXXXX1001 | 990PF | Trustee | 2 | $15,259 | - | View return |
| 2024 | Elevance Health Retiree Veba Trust | 990 | Trustee | 0 | $3,881 | $0 | View return |
| 2024 | Ngs Non-Exempt Employee Benefit Trust | 990 | Trustee | 0 | $720 | $0 | View return |
| 2023 | Tr UW for R L Zuhlke Char Tr XXXXX4004 | 990PF | Trustee | 2 | $231,124 | - | View return |
| 2023 | Leo Adler Community Fund Uma | 990PF | Trustee | 40 | $94,734 | - | View return |
| 2023 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $89,300 | $0 | View return |
| 2023 | William Bartlett XXXXX9004 | 990PF | Trustee | 2 | $23,291 | - | View return |
| 2023 | Succ Tr UW Wm L Higgins-Avelena Fd XXXXX1001 | 990PF | Trustee | 2 | $14,959 | - | View return |
| 2023 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $5,700 | $0 | View return |
| 2023 | Elevance Health Retiree Veba Trust | 990 | Trustee | 0 | $2,316 | $0 | View return |
| 2023 | Ngs Non-Exempt Employee Benefit Trust | 990 | Trustee | 0 | $447 | $0 | View return |
| 2022 | Tr UW for R L Zuhlke Char Tr XXXXX4004 | 990PF | Trustee | 2 | $231,431 | - | View return |
| 2022 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $89,300 | $0 | View return |
| 2022 | Mildred H Dunning Memorial Fund Tr XXXXX9000 | 990PF | Prior Trustee | 2 | $24,123 | $0 | View return |
| 2022 | William Bartlett XXXXX9004 | 990PF | Trustee | 2 | $21,968 | - | View return |
| 2022 | Succ Tr UW Wm L Higgins-Avelena Fd XXXXX1001 | 990PF | Trustee | 2 | $14,877 | - | View return |
| 2022 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $5,700 | $0 | View return |
| 2022 | Elevance Health Retiree Veba Trust | 990 | Trustee | 0 | $3,216 | $0 | View return |
| 2022 | Ngs Non-Exempt Employee Benefit Trust | 990 | Trustee | 0 | $541 | $0 | View return |
| 2022 | Mh Air Corp Co Mosbacher Mgmt Co | 990 | Trustee | 0 | $0 | $0 | View return |
| 2021 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $89,316 | $0 | View return |
| 2021 | Clement C Seibel Foundation Fund | 990PF | Trustee | 2 | $26,504 | - | View return |
| 2021 | William Bartlett XXXXX9004 | 990PF | Trustee | 2 | $23,686 | - | View return |
| 2021 | Glen D Vandenbelt Tr No II | 990PF | Trustee | 2 | $21,380 | - | View return |
| 2021 | Gee Anderson B Tw XXXXX5007 | 990PF | Trustee | 2 | $18,969 | - | View return |
| 2021 | Succ Tr UW Wm L Higgins-Avelena Fd XXXXX1001 | 990PF | Trustee | 2 | $13,341 | - | View return |
| 2021 | John S Wheelan Fund XXXXX3003 | 990PF | Trustee | 2 | $12,509 | - | View return |
| 2021 | Theodore & Mabel Thompson Trust XXXXX3000 | 990PF | Trustee | 2 | $12,020 | - | View return |
| 2021 | Joe W & Jean M Hanson Educational Tr | 990PF | Prior Trustee | 2 | $11,173 | - | View return |
| 2021 | Frances Hollis Palmros Trust C/O Team Bank | 990PF | Trustee | 2 | $8,865 | - | View return |
| 2021 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $5,700 | $0 | View return |
| 2021 | Elevance Health Retiree Veba Trust | 990 | Trustee | 0 | $3,150 | $0 | View return |
| 2021 | Roger W & Mary C Lyons Memorial Trust 9559077111 | 990PF | Trustee | 2 | $2,702 | - | View return |
| 2021 | Florence E Kasel Testamentary Trust | 990PF | Trustee | 2 | $1,050 | - | View return |
| 2021 | Ngs Non-Exempt Employee Benefit Trust | 990 | Trustee | 0 | $438 | $0 | View return |
| 2021 | Joseph F Meade Memorial Science Fund 401207070 | 990PF | Trustee | 1 | $0 | $0 | View return |
| 2020 | Rutgers University Tr UW XXXXX9006 | 990PF | Trustee | 2 | $314,343 | - | View return |
| 2020 | Renate Hans and Maria Hofmann Trust | 990PF | Co-Trustee | 40 | $311,356 | - | View return |
| 2020 | Hispanic Society of America Tr No 2 Pv 14989 | 990PF | Trustee | 2 | $170,624 | - | View return |
| 2020 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $111,718 | $0 | View return |
| 2020 | Wilma Donohue Moleen Foundation XXXXX7003 | 990PF | Trustee | 2 | $110,322 | - | View return |
| 2020 | Scott Louise Orr-Fdn XXXXX4004 | 990PF | Trustee | 2 | $99,516 | - | View return |
| 2020 | Federation of Protestant Welfare Agencies Trust P07099008 | 990PF | Trustee | 2 | $79,387 | - | View return |
| 2020 | Berton E Holley Horizon Trust Co Na | 990PF | Trustee | 2 | $49,910 | - | View return |
| 2020 | Clement C Seibel Foundation Fund | 990PF | Trustee | 2 | $25,327 | - | View return |
| 2020 | William Bartlett XXXXX9004 | 990PF | Trustee | 2 | $23,342 | - | View return |
| 2020 | Gee Anderson B Tw XXXXX5007 | 990PF | Trustee | 2 | $17,452 | - | View return |
| 2020 | The Grace Law Trust XXXXX3003 | 990PF | Trustee | 2 | $16,438 | - | View return |
| 2020 | Harry Evert Haynes Fund XXXXX2005 | 990PF | Trustee | 2 | $15,881 | - | View return |
| 2020 | Eva M Bartzen Charitable Trust | 990PF | Trustee | 2 | $13,625 | - | View return |
| 2020 | Succ Tr UW Wm L Higgins-Avelena Fd XXXXX1001 | 990PF | Trustee | 2 | $12,543 | - | View return |
| 2020 | Jay Johnson Charitable Trust XXXXX7008 | 990PF | Trustee | 2 | $12,195 | - | View return |
| 2020 | J L & C N Coffman Foundation | 990PF | Trustee | 2 | $11,745 | - | View return |
| 2020 | John S Wheelan Fund XXXXX3003 | 990PF | Trustee | 2 | $11,596 | - | View return |
| 2020 | New York Geneological & Biographical Society Et Al Tr | 990PF | Trustee | 2 | $9,910 | - | View return |
| 2020 | Christian Broadcasting Network Tr XXXXX9009 | 990PF | Trustee | 2 | $9,887 | - | View return |
| 2020 | H M Landon E L Scott Memorial Fund XXXXX0005 | 990PF | Trustee | 2 | $9,882 | - | View return |
| 2020 | Theodore & Mabel Thompson Trust XXXXX3000 | 990PF | Trustee | 2 | $9,550 | - | View return |
| 2020 | Frances Hollis Palmros Trust C/O Team Bank | 990PF | Trustee | 2 | $8,321 | - | View return |
| 2020 | Madison Public Library the XXXXX8008 | 990PF | Trsutee | 2 | $7,984 | - | View return |
| 2020 | Joseph E Beauchamp Charitable Tr 303499600 | 990PF | Trustee | 2 | $7,291 | - | View return |
| 2020 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $7,125 | $0 | View return |
| 2020 | Dora Lee Langdon Ntsu Jazz Singers Charitable Tr | 990PF | Trustee | 2 | $5,119 | - | View return |
| 2020 | Elevance Health Retiree Veba Trust | 990 | Trustee | 0 | $4,701 | $0 | View return |
| 2020 | Lawrence H Dunn Trust XXXXX4004 | 990PF | Trustee | 2 | $4,349 | - | View return |
| 2020 | Anna N Hughes Revocable Living Trust | 990PF | Trustee | 2 | $2,912 | - | View return |
| 2020 | Roger W & Mary C Lyons Memorial Trust 9559077111 | 990PF | Trustee | 2 | $2,488 | - | View return |
| 2020 | Stephen Douglas Kander Scholarship Fund | 990PF | Trustee | 2 | $1,416 | - | View return |
| 2020 | James E Hughes Scholarship Fund XXXXX3000 | 990PF | Trustee | 2 | $1,365 | $0 | View return |
| 2020 | Kate M Marsh Charitable Trust XXXXX6008 | 990PF | Trustee | 2 | $1,014 | - | View return |
| 2020 | Florence E Kasel Testamentary Trust | 990PF | Trustee | 2 | $986 | - | View return |
| 2020 | Ngs Non-Exempt Employee Benefit Trust | 990 | Trustee | 0 | $917 | $0 | View return |
| 2020 | Peter Ruiz Trust FBO Carthus Ian Monks | 990PF | Trustee | 2 | $586 | - | View return |
| 2020 | Peter F Ruiz Trust FBO Certain Seminaries in Bolivia & Chile S Am | 990PF | Trustee | 2 | $586 | - | View return |
| 2020 | Cct-Donaldson Fund XXXXX8001 | 990PF | Trustee | 2 | $567 | - | View return |
| 2020 | The Rosalind P Walter Foundation XXXXX1002 | 990PF | Trustee | 5 | $0 | - | View return |
| 2019 | Renate Hans and Maria Hofmann Trust | 990PF | Co-Trustee | 40 | $376,163 | - | View return |
| 2019 | Hispanic Society of America Tr No 2 Pv 14989 | 990PF | Trustee | 2 | $144,384 | - | View return |
| 2019 | Otis a & Margaret T Barnes Trust XXXXX4003 | 990PF | Trustee | 2 | $122,347 | - | View return |
| 2019 | Scott Louise Orr-Fdn XXXXX4004 | 990PF | Trustee | 2 | $117,504 | - | View return |
| 2019 | Wilma Donohue Moleen Foundation XXXXX7003 | 990PF | Trustee | 2 | $104,843 | - | View return |
| 2019 | John Roach Trust Fund Sidney Mattison Esq | 990PF | Trustee | 2 | $90,402 | - | View return |
| 2019 | Federation of Protestant Welfare Agencies Trust P07099008 | 990PF | Trustee | 2 | $79,066 | - | View return |
| 2019 | H Chase Stone Trust B XXXXX5009 | 990PF | Trustee | 2 | $52,170 | - | View return |
| 2019 | Corley Mcfarland Itr XXXXX7000 | 990PF | Trustee | 2 | $49,202 | - | View return |
| 2019 | Dale & Christy Davidson Memorial Trust | 990PF | Trustee | 2 | $22,962 | $0 | View return |
| 2019 | Texas Scottish Rite Hospital for Children Trust | 990PF | Trustee | 2 | $22,335 | - | View return |
| 2019 | William Bartlett XXXXX9004 | 990PF | Trustee | 2 | $21,188 | - | View return |
| 2019 | A J Humphreys Trust XXXXX9002 | 990PF | Trustee | 2 | $19,531 | - | View return |
| 2019 | Elgin Mahle Scholarship Trust Fund | 990PF | Trustee | 2 | $15,725 | - | View return |
| 2019 | Harry Evert Haynes Fund XXXXX2005 | 990PF | Trustee | 2 | $14,953 | - | View return |
| 2019 | Succ Tr UW Wm L Higgins-Avelena Fd XXXXX1001 | 990PF | Trustee | 2 | $12,337 | - | View return |
| 2019 | Trust U W Lila Rinker Aka Dr E B Rinker Medical Scholarship Fund | 990PF | Trustee | 2 | $12,053 | - | View return |
| 2019 | Jay Johnson Charitable Trust XXXXX7008 | 990PF | Trustee | 2 | $12,049 | - | View return |
| 2019 | James E Hughes Scholarship Fund XXXXX3000 | 990PF | Trustee | 2 | $11,220 | $0 | View return |
| 2019 | Lenora Gross Grindon Trust XXXXX2005 | 990PF | Trustee | 2 | $11,172 | - | View return |
| 2019 | John S Wheelan Fund XXXXX3003 | 990PF | Trustee | 2 | $10,835 | - | View return |
| 2019 | New York Assn for the Blind Trust Ua | 990PF | Trustee | 2 | $10,361 | - | View return |
| 2019 | New York Geneological & Biographical Society Et Al Tr | 990PF | Trustee | 2 | $9,921 | - | View return |
| 2019 | Thomas Kane FBO Layman Tithing Fdn XXXXX3005 | 990PF | Trustee | 2 | $9,706 | - | View return |
| 2019 | Cawthorne Tr FBO Georgetown College Irrev Tr | 990PF | Trustee | 2 | $9,084 | - | View return |
| 2019 | Morrissey- Weinglass Trust XXXXX5003 | 990PF | Co-Trustee | 2 | $9,083 | $0 | View return |
| 2019 | Theodore & Mabel Thompson Trust XXXXX3000 | 990PF | Trustee | 2 | $9,063 | - | View return |
| 2019 | Christian Broadcasting Network Tr XXXXX9009 | 990PF | Trustee | 2 | $8,713 | - | View return |
| 2019 | Frederick W & Genevieve Witteborg Tr Ua 0117804 09-01-82 | 990PF | Trustee | 2 | $8,610 | - | View return |
| 2019 | Anna N Hughes Revocable Living Trust | 990PF | Trustee | 2 | $8,388 | - | View return |
| 2019 | Robert E Harrison Memorial Fund XXXXX7008 | 990PF | Trustee | 2 | $8,290 | - | View return |
| 2019 | H M Landon E L Scott Memorial Fund XXXXX0005 | 990PF | Trustee | 2 | $7,411 | - | View return |
| 2019 | Joseph E Beauchamp Charitable Tr 303499600 | 990PF | Trustee | 2 | $7,247 | - | View return |
| 2019 | Elizabeth Quimby Babbitt Charitable Trust Ua | 990PF | Trustee | 2 | $6,373 | - | View return |
| 2019 | Daniel P Smith Trust XXXXX6006 | 990PF | Trustee | 2 | $4,825 | - | View return |
| 2019 | Dora Lee Langdon Ntsu Jazz Singers Charitable Tr | 990PF | Trustee | 2 | $4,577 | - | View return |
| 2019 | Lawrence H Dunn Trust XXXXX4004 | 990PF | Trustee | 2 | $4,319 | - | View return |
| 2019 | Alden W Jones and Ruth Evelyn Jones Irrevocable Trust B | 990PF | Trustee | 2 | $3,406 | - | View return |
| 2019 | Miller Scholarship Trust | 990PF | Trustee | 2 | $2,849 | - | View return |
| 2019 | Kate M Marsh Charitable Trust XXXXX6008 | 990PF | Trustee | 2 | $2,550 | - | View return |
| 2019 | Dennis R and Nina B Jones Memorial Scholarship Fund | 990PF | Trustee | 2 | $2,365 | - | View return |
| 2019 | Marjorie Sterrett Battleship Fund XXXXX2006 | 990PF | Trustee | 2 | $2,051 | - | View return |
| 2019 | Ihe Camille and Emory Ornelles Foundation 3660153700 | 990PF | Trustee | 2 | $2,000 | - | View return |
| 2019 | Harriet Conroy Charitable Trust 0482050250 | 990PF | Trustee | 2 | $1,811 | - | View return |
| 2019 | Edward Lane Murphy Testamentary Trust B | 990PF | Trustee | 2 | $629 | - | View return |
| 2019 | Cct-Donaldson Fund XXXXX8001 | 990PF | Trustee | 2 | $477 | - | View return |
| 2019 | Kroger-Daniel Webster School Scholarship Fund | 990PF | Trustee | 2 | $249 | $0 | View return |
| 2019 | General Henry T Allen Fnd XXXXX0008 | 990PF | Trustee | 2 | $173 | - | View return |
| 2019 | Oak Grove Perpetual Care Tr 8021 | 990 | Trustee | - | $0 | $0 | View return |
| 2019 | Joseph L Briggs Trust XXXXX0003 | 990PF | Trustee | 2 | $0 | - | View return |
| 2018 | Fund for European Scouting XXXXX6001 | 990PF | Trustee | 2 | $175,898 | - | View return |
| 2018 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $111,633 | $0 | View return |
| 2018 | Hispanic Society of America Tr No 2 Pv 14989 | 990PF | Trustee | 2 | $110,676 | - | View return |
| 2018 | Jephson Educational Trust #1 XXXXX0006 | 990PF | Trustee | 2 | $69,679 | - | View return |
| 2018 | Zelina C Blagden Tr FBO Nature Conservancy of the Pine Tree State | 990PF | Trustee | 2 | $24,512 | - | View return |
| 2018 | Zelina C Blagden Tr FBO Nature Conservancy of the Pine Tree State | 990PF | Trustee | 2 | $24,512 | - | View return |
| 2018 | Leslie a Lummis Charitable Trust XXXXX1008 | 990PF | Trustee | 2 | $20,996 | - | View return |
| 2018 | Richard Rodney Dennett Trust XXXXX1001 | 990PF | Trustee | 2 | $18,434 | - | View return |
| 2018 | Richard Rodney Dennett Trust XXXXX1001 | 990PF | Trustee | 2 | $18,434 | - | View return |
| 2018 | Joseph Buley Testamentary Trust for the Benefit of Most Holy Mother Of | 990PF | Trustee | 2 | $16,251 | - | View return |
| 2018 | Elgin Mahle Scholarship Trust Fund | 990PF | Trustee | 2 | $12,608 | - | View return |
| 2018 | New York Geneological & Biographical Society Et Al Tr | 990PF | Trustee | 2 | $11,977 | - | View return |
| 2018 | Jay Johnson Charitable Trust XXXXX7008 | 990PF | Trustee | 2 | $9,053 | - | View return |
| 2018 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $7,097 | $0 | View return |
| 2018 | Joseph E Beauchamp Charitable Tr 303499600 | 990PF | Trustee | 2 | $5,926 | - | View return |
| 2018 | Miller Scholarship Trust | 990PF | Trustee | 2 | $3,674 | - | View return |
| 2018 | Ngs Non-Exempt Employee Benefit Trust | 990 | Trustee | 0 | $0 | $0 | View return |
| 2018 | Elevance Health Retiree Veba Trust | 990 | Trustee | 0 | $0 | $0 | View return |
| 2017 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $71,123 | $0 | View return |
| 2017 | Thomas Larson Memorial Trust XXXXX9008 | 990PF | Trustee | 2 | $19,347 | - | View return |
| 2017 | Irma Powell Char Trust XXXXX7007 | 990PF | Trustee | 2 | $13,325 | - | View return |
| 2017 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $4,715 | $0 | View return |
| 2017 | Christus Health Liability Retention Trust | 990 | Trustee | 0 | $0 | $0 | View return |
| 2016 | Bae Systems Funded Retiree Benefit Trust | 990 | Trustee | 5 | $63,707 | $0 | View return |
| 2016 | Cecil Mauger Charitable Trust | 990PF | Trustee | 2 | $43,021 | - | View return |
| 2016 | Richard K Lane & Ruth S Lane Memorial Trust | 990PF | Trustee | 2 | $8,192 | - | View return |
| 2016 | Bae Systems North America Welfare Benefit Trust | 990 | Trustee | 3 | $4,413 | $0 | View return |
| 2015 | Richard K Lane & Ruth S Lane Memorial Trust | 990PF | Trustee | 2 | $36,248 | - | View return |
| 2015 | Ernest B Ellis Foundation | 990PF | Trustee | 2 | $16,127 | - | View return |
| 2015 | Ocie M Downey Trust U W 3401010300 | 990PF | Trustee | 2 | $10,994 | - | View return |
| 2015 | Annell Brent Charitable Trust | 990PF | Trustee | 2 | $5,781 | - | View return |
| 2015 | T W Josephine K Funkhouser | 990PF | Trustee | 2 | $3,116 | - | View return |
| 2015 | Dr Clarence Deweese Foundation | 990PF | Trustee | 2 | $2,810 | - | View return |
| 2015 | Josephine Cook FBO Mansfield Little Theatre | 990PF | Trustee | 1 | $864 | - | View return |
| 2015 | Josephine Cook FBO Mansfield Symphony | 990PF | Trustee | 1 | $634 | - | View return |
| 2014 | New York University School of Medicine Veba Trust | 990 | Trustee | 1 | $7,291 | $0 | View return |
| 2014 | Christus Health Liability Retention Trust | 990 | Trustee | 1 | $5,257 | $0 | View return |
| 2013 | New Doehler Jarvis Retiree Benefits Trust | 990 | Trustee | 0.2 | $0 | $0 | View return |
| 2013 | Agere Systems Inc Post Retirement Life Insurance Benefit Tr | 990 | Institutional Trustee | 0 | $0 | $0 | View return |
| 2013 | Hospital Sisters Health System Health Care Plan Trust Fund | 990 | Trustee | 5 | $0 | $0 | View return |
| 2011 | Russell a Firestone Church Trust XXXXX1005 | 990PF | Trustee | 2 | $5,551 | $0 | View return |
| 2011 | Roy Whistler Foundation Inc. | 990PF | Past Investm | 2 | $2,532 | $0 | View return |
| 2011 | Roger S Firestone #8 A-4 XXXXX1008 | 990PF | Trustee | 2 | $2,424 | $0 | View return |
| 2011 | Roger S Firestone #8 A-3 XXXXX0000 | 990PF | Trustee | 2 | $2,272 | $0 | View return |
| 2011 | Firestone Roger #8 Fund XXXXX9002 | 990PF | Trustee | 2 | $2,063 | $0 | View return |
| 2011 | Firestone R #8A-5 FBO Cinda Foundtn XXXXX2006 | 990PF | Trustee | 2 | $2,023 | $0 | View return |
| 2010 | The Rawley Foundation XXXXX0008 | 990PF | Trustee | 1 | $31,381 | $0 | View return |
| 2010 | Russell a Firestone Church Trust XXXXX1005 | 990PF | Trustee | 2 | $6,222 | $0 | View return |
| 2010 | Roger S Firestone #8 A-4 XXXXX1008 | 990PF | Trustee | 2 | $2,379 | $0 | View return |
| 2010 | Roger S Firestone #8 A-3 XXXXX0000 | 990PF | Trustee | 2 | $2,228 | $0 | View return |
| 2010 | Firestone R #8A-5 FBO Cinda Foundtn XXXXX2006 | 990PF | Trustee | 2 | $2,070 | $0 | View return |
| 2010 | Firestone Roger #8 Fund XXXXX9002 | 990PF | Trustee | 2 | $2,048 | $0 | View return |
| 2010 | Suzanne H Lee Trust XXXXX4005 | 990PF | Trustee | 2 | $367 | $0 | View return |
| 2009 | Suzanne H Lee Trust XXXXX4005 | 990PF | Trustee | 2 | $401 | $0 | View return |