Investments & Financial

The Trust has provided you with information on its Investment and Financial documents. Please click on the links in the navigation bar on the left of the screen to view various documents and see below for tax return documents.

2013 Tax Return documents (for the fiscal year ending 03-31-2014)

IRS 990 PDF - 2013 Return of Organizations Exempt from Income Tax

IRS 990-T PDF - 2013 Exempt Organizations Business Income Tax Return

CHAR 500 PDF - 2013 Annual Filing for Charitable Organization (NYS)

CT-13 PDF - 2013 NYS Unrelated Business Income Tax Return

Please note that some of our documents are only available in PDF format. If you are unable to view PDFs please contact the Trust office at (518) 473-7091 or and we can send you the material.