2024-04-23T23:17:32-05:00 2023-12-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990PF 2023-01-01 135596824 ST VINCENT DE PAUL FOUNDATION INC STVI 9147370030 1200 BROWN STREET 202 PEEKSKILL NY 10566 THOMAS R LANGAN PRESIDENT 9147370030 2024-04-23 1 THOMAS LANGAN XXX-XX-XXXX 1 MELISSA MODELSON P01603524 9143818900 2024-04-23 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2933588 X X 71618 71618 -4469 1584378 0 4777 2427 71926 74045 14900 0 14900 5450 2725 2725 29851 29851 0 180 180 0 50381 32756 17625 128500 128500 178881 32756 146125 -106955 41289 7900 10077 10077 118279 18892 18892 210 210 210 1729079 2078565 2078565 874906 825844 825844 2730374 2933588 2933588 8055 8510 8055 8510 X 2722319 2925078 0 0 2722319 2925078 2730374 2933588 2722319 -106955 309714 2925078 0 2925078 PUBLICLY TRADED SECURITIES 1582519 1588847 -6328 -6328 CAPITAL GAINS DIVIDENDS P 1859 1859 1859 -4469 574 0 574 0 574 4362 0 0 0 4362 0 3788 3788 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THOMAS R LANGAN 9147370030 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 THOMAS R LANGAN 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 PRESIDENT 2.00 10000 0 0 LOUIS J MARETT 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 VICE PRESIDENT 2.00 700 0 0 JOHN J DUFFY JR 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 SECRETARY 2.00 700 0 0 ROBERT V TIBURZI JR 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 TREASURER 2.00 700 0 0 LUCIA MARETT 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 DIRECTOR 2.00 700 0 0 THOMAS W LANGAN 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 DIRECTOR 2.00 700 0 0 PATRICK K DUFFY 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 DIRECTOR 2.00 700 0 0 ROBERT V TIBURZI III 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 DIRECTOR 2.00 700 0 0 NONE 0 NONE 0 NONE 0 0 2724855 140989 0 2865844 0 0 2865844 42988 2822856 141143 141143 574 574 140569 2350 142919 0 142919 146125 0 146125 142919 96723 0 0 146125 96723 0 0 49402 0 0 0 0 0 0 0 0 93517 0 0 0 THOMAS R LANGAN PRESIDENT 1200 BROWN STREET SUITE 202 PEEKSKILL NY 10566 9147370030 TLANGAN@DEMPSEYANDLANGAN.COM NO SPECIAL FORM OF APPLICATION IS REQUIRED FOR A GRANT. GRANTS WILL BE CONSIDERED ONLY FOR THE WELFARE OF INDIGENT CHILDREN. THE APPLICATION FOR A GRANT SHOULD RECITE THE NEED AND THE PURPOSE AND SHOULD BE ACCOMPANIED BY PROOF THAT THE APPLICANT HAS TAX EXEMPT STATUS. GRANTS ARE MADE EXCLUSIVELY TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN AND ONLY TO ORGANIZATIONS EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. A COPY OF THE EXEMPTION LETTER AND CURRENT FINANCIAL STATEMENTS, IF APPLICABLE, MUST BE ATTACHED TO EVERY GRANT REQUEST. THE BOARD MEETS NEAR THE END OF THE YEAR TO CONSIDER APPLICATIONS. APPLICATIONS WILL BE ACCEPTED BETWEEN JULY 1 AND OCTOBER 31 OF EACH YEAR. THERE ARE NO GEOGRAPHICAL RESTRICTIONS AND ALL CHARITABLE ORGANIZATIONS ARE ELIGIBLE PROVIDED THEY CAN MEET THE CHARACTER REQUIREMENT OF THE FOUNDATION THAT EACH GRANT WILL BE MADE, "...TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDER-PRIVILEGED CHILDREN". ALL HALLOWS HIGH SCHOOL 111 EAST 164TH STREET BRONX NY 10452 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 7500 BATOTO YETU INC 8 WILSON PLACE SAG HARBOR NY 11963 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 BIG BROTHERSBIG SISTERS OF NEW YORK CITY 40 RECTOR STREET 11TH FLOOR NEW YORK NY 10006 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 CHILDREN OF PROMISE NYC 54 MACDONOUGH STREET BROOKLYN NY 11216 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 COMMUNITY RESOURCE CENTER 134 CENTER AVENUE MAMARONECK NY 10543 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 DAY ONE EARLY LEARNING COMMUNITY INC 289 MAIN STREET SUITE 201 POUGHKEEPSIE NY 12601 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 8000 ELIZABETH SETON CHILDREN'S CENTER 300 CORPORATE BOULEVARD SOUTH YONKERS NY 10701 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 8000 FEEDING WESTCHESTER 200 CLEARBOOK ROAD ELMSFORD NY 10523 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 HOLY TRINITY SCHOOL 336 FIRST STREET WESTFIELD NJ 07090 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 6000 LEARNING ALLY INC 20 ROSZEL ROAD PRINCETON NJ 08540 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 8000 MIDWEST SIGHT FOUNDATION 1714 SOUTH BLAINE LANE DECATUR IL 62521 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 MUSIC CONSERVATORY OF WESTCHESTER 216 CENTRAL AVENUE WHITE PLAINS NY 10606 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 NAOMI BERRIE DIABETES CENTER 1150 ST NICHOLAS AVENUE NEW YORK NY 10032 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 2500 NATIONAL BRAILLE PRESS 88 ST STEPHEN STREET BOSTON MA 02115 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 7500 POINT FOUNDATION PO BOX 60108 LOS ANGELES CA 90060 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 8000 THE PEEKSKILL HIGH SCHOOL SCHOLARSHIP FUND PO BOX 827 PEEKSKILL NY 10566 N/A PF TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 8000 THE SCHEPENS EYE RESEARCH INSTITUTE 243 CHARLES STREET BOSTON MA 02114 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 25000 WESTCHESTER PHILHARMONIC 170 HAMILTON AVENUE SUITE 350 WHITE PLAINS NY 10601 N/A PC TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 5000 128500 0 14 71618 15 2427 18 -4469 RECOVERED PRIOR YEAR QUALIFYING DIST. 01 2350 0 71926 0 71926 0 0 0 0 0 0 0 0 0 0 PKF O'CONNOR DAVIES, LLP 5450 2725 2725 THE PEEKSKILL HIGH SCHOOL SCHOLARSHIP FUND 1200 BROWN STREET PEEKSKILL NY 10566 2023-12-22 8000 TO AID AND ADVANCE THE WELFARE, DEVELOPMENT AND EDUCATION OF INDIGENT, DISTRESSED OR UNDERPRIVILEGED CHILDREN. 8000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY JUNE 30, 2023 2023-12-30 THE GRANTOR MONITORED THE USE OF GRANT FUNDS PROVIDED BY REVIEWING REPORTS PROVIDED BY THE GRANTEE THAT SUBSTANTIATED THAT THE FUNDS WERE USED IN ACCORDANCE WITH THE GRANT AGREEMENT. BNY MELLON INTERMEDIATE BOND FUND 576565 576565 BNY MELLON HIGH YIELD FUND - CLASS I 39109 39109 BNY MELLON FLOATING RATE INCOME FUND - CLASS Y 94904 94904 ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND 115266 115266 ABBOTT LABORATORIES (ABT) 17281 17281 ARES MANAGEMENT CORPORATION (ARES) 8324 8324 APPLIED MATERIALS INC (AMAT) 11183 11183 ALIGN TECHNOLOGY INC (ALIGN) 12604 12604 REMAOSSANCE RE HLDGS LTD ADR (RNR) 9604 9604 INTERNATIONAL GAME TECHNOLOGY PLC (IGT) 13431 13431 EVEREST RE GROUP LTD (EG) 7779 7779 CRH PLC (CRH) 8991 8991 VOYA FINANCIAL INC (VOYA) 11674 11674 UNITEDHEALTH GROUP INC (UNH) 16321 16321 TRANE TECHNOLOGIES PUBLIC LIMITED CO (TT) 13171 13171 THERMO FISHER SCIENTIFIC INC. (TMO) 11677 11677 THE PROCTER & GAMBLE COMPANY (PG) 5862 5862 SYNCHRONY FINANCIAL (SYF) 4583 4583 S & P GLOBAL INC. (SPGI) 14537 14537 REGENERON PHARMACEUTICALS INC (REGN) 6148 6148 PUBLIC SVC ENTERPRISE GROUP INC (PEG) 7950 7950 ASSURANT INC (AIZ) 14996 14996 BECTON DICKINSON & CO (BDX) 17556 17556 BERKSHIRE HATHAWAY INC DEL CI B (BRK.B) 30316 30316 CHEWY, INC (CHWY) 9688 9688 VERALTO CORPORATION (VLTO) 1892 1892 UBER TECHNOLOGIES, INC. (UBER) 12314 12314 TWILIO INC. (TWLO) 6070 6070 SQUARE, INC (SQ) 12376 12376 SHOPIFY INC (SHOP) 7011 7011 SCHLUMBERGER LTD (SLB) 17173 17173 SAREPTA THERAPEUTICS, INC (SRPT) 10511 10511 SANOFI-AVENTIS ADR (SNY) 11438 11438 REPLIGEN CORP (RGEN) 6653 6653 OCCIDENTAL PETROLEUM CORP (OXY) 12539 12539 NVIDIA CORP (NVDA) 42589 42589 NORTHROP GRUMMAN CORP (NOC) 16385 16385 NEWMONT MINING CORP (NEM) 16142 16142 NETFLIX COM INC (NFLX) 6816 6816 MARATHON PETROLEUM CORP (MPC) 11127 11127 INTUITIVE SURGICAL INC (ISRG) 7422 7422 INTEL CORP (INTC) 9045 9045 ILLUMINA INC (ILMN) 11557 11557 HUBSPOT, INC. (HUBS) 17416 17416 GENUINE PARTS CO (GPC) 4571 4571 FREEPORT MCMORAN COPPER & GOLD INC (FCX) 12345 12345 DOMINION RES INC VA NEW (D) 7990 7990 DANAHER CORP (DHR) 15962 15962 COSTAR GROUP INC (CSGP) 10487 10487 CORNING INC (GLW) 7004 7004 CONSTELLATION ENERGY (CEG) 14377 14377 CISCO SYSTEMS INC (CSCO) 9094 9094 MICROCHIP TECHNOLOGY INC (MCHP) 7214 7214 NIKE INC CLASS B STOCK (NKE) 6080 6080 NEXTERA ENERGY INC (NEE) 5831 5831 CHAMPLAIN MID CAP FUND ( CIPIX ) 120598 120598 C S X CORP (CSX) 5894 5894 BROADCOM INC ( AVGO ) 8930 8930 BOSTON SCIENTIFIC CORPORATION (BSX) 21390 21390 BNY MELLON INTERNATIONAL STOCK FUND (DISYX) 115049 115049 BANK OF AMERICA CORPORATION (BAC) 11111 11111 BAKER HUGHES (BKR) 8203 8203 APPLE INC (AAPL) 68733 68733 ANTHEM INC. (ELV) 10846 10846 AMPHENOL CORP NEW CI A (APH) 17843 17843 AMERIPRISE FINANCIAL INC (AMP) 18991 18991 AMERICAN INTERNATIONAL GROUP INC (AIG) 19647 19647 AMAZON.COM INC (AMZN) 48773 48773 ALPHABET, INC. (GOOGL) 66492 66492 ALLSTATE CORP (ALL) 13858 13858 ACCENTURE PLC (ACN) 7369 7369 ABBVIE INC. (ABBV) 17822 17822 AT&T INC (T) 10571 10571 ISHARES S&P 500 INDEX FUND (IVV) 47763 47763 CME GROUP INC (CME) 16427 16427 COSTCO WHSL CORP NEW (COST) 11221 11221 MICROSOFT CORPORATION (MSFT) 84985 84985 MC DONALD'S CORPORATION (MCD) 8302 8302 MARTIN MARIETTA MATLS INC (MLM) 9479 9479 LILLY ELI & CO (LLY) 35558 35558 LAS VEGAS SANDS CORP (LVS) 16239 16239 JP MORGAN CHASE & CO (JPM) 38613 38613 ISHARES TR S & P SMALLCAP 600 (IJR) 140725 140725 ISHARES TR (IJH) S & P MIDCAP 400 INDEX FD 117789 117789 COCA - COLA CO (KO) 11786 11786 ISHARES CORE MSCI EAFE ETF (IEFA) 116078 116078 GQG PARTNERS EMERGING MARKETS (GOGIX) FUND 64275 64275 FIDELITY INTERNATIONAL SMALL CAP ( FIQIX ) FUND 47160 47160 EXXON MOBIL CORP (XOM) 29394 29394 EATON CORP PLC (ETN) 27453 27453 DEERE & CO (DE) 3599 3599 ILLINOIS TOOL WKS INC (ITW) 12573 12573 DFA EMERGING MARKETING CORE EQUITY (DFCEX) FUNDS 55919 55919 ROYALTY REVENUE 2427 2427 2427 RECOVERED PRIOR YEAR QUALIFYING DIST. 2350 2350 UNREALIZED GAIN ON INVESTMENTS 309714 BNY MELLON - INVESTMENT ADVISORY FEES 29851 29851 0 FOREIGN TAXES PAID 180 180 0