2024-05-15T15:01:32-05:00 2023-06-30 FORVIS LLP 1155 Avenue of the Americas 1200 New York NY 10036 990PF 2022-07-01 133993856 The James Marston Fitch Charitable Foundation Inc-c/o Municipal Art Society % CRISTIANA PENA JAME 2122526809 488 Madison Avenue suite 1900 New York NY 10022 CRISTIANA PENA executive director 2122526809 2024-05-12 true CRISTIANA PENA 999009999 Aaron Shapiro P01333816 2128674000 2 2022 2023-04-26 12:10:37Z X 848460 X 18100 X 7 7 27426 27426 99517 205535 99490 145050 126923 15750 315 15435 7823 3912 0 3911 26215 26215 245 145 754 377 377 954 478 476 51741 31442 0 20199 60850 60850 112591 31442 0 81049 32459 95481 39613 10060 10060 210850 212037 543920 270059 326206 294480 520522 548303 848460 0 0 X 520522 548303 520522 548303 520522 548303 520522 32459 552981 4678 548303 SALES IN 08/22 - ST - DETAIL AVAILABLE UPON REQUEST 2022-07-29 2022-08-30 61 64 -3 -3 SALES IN 08/22 - LT - DETAIL AVAILABLE UPON REQUEST 2015-07-23 2022-08-30 13631 15763 -2132 -2132 SALES IN 09/22 - ST - DETAIL AVAILABLE UPON REQUEST 2021-09-27 2022-09-01 751 736 15 15 SALES IN 09/22 - LT - DETAIL AVAILABLE UPON REQUEST 2009-03-16 2022-09-01 28727 14432 14295 14295 SALES IN 03/23 - LT - DETAIL AVAILABLE UPON REQUEST 2020-05-28 2023-03-29 3156 3926 -770 -770 SALES IN 04/23 - LT - DETAIL AVAILABLE UPON REQUEST 2008-07-16 2023-04-20 15318 8065 7253 7253 SALES IN 05/23 - LT - DETAIL AVAILABLE UPON REQUEST 2009-09-11 2023-05-17 67815 40923 26892 26892 SALES IN 06/23 - LT - DETAIL AVAILABLE UPON REQUEST 2009-09-11 2023-06-09 76076 22136 53940 53940 99490 1327 1327 1327 0 0 0 70 1397 false false false false false false false true true NY true false false false false true www.fitchfoundation.org CRISTIANA PENA 2122526809 488 MADISON AVENUE SUITE 1900 New York NY 10022 false false false false false false false false false false false false false false false false false false false false Cristiana Pena 488 Madison Avenue suite 1900 New York NY 10022 Executive Director 8.0 15750 0 0 Anne Van Ingen 488 Madison Avenue suite 1900 New York NY 10022 Chairman - Trustee 3.0 0 0 0 Amy Freitag 488 Madison Avenue suite 1900 New York NY 10022 Vice Chair - Trustee 0.5 0 0 0 Will Tippens 488 Madison Avenue suite 1900 New York NY 10022 secretary - trustee 0.5 0 0 0 Edward Mohylowski 488 Madison Avenue suite 1900 New York NY 10022 Treasurer - trustee 0.5 0 0 0 Martica Sawin 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 Theodore H M Prudon 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 Angel Ayon 488 Madison Avenue suite 1900 New York NY 10022 Trustee 0 0 0 0 Glenn Boornazian 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 Mary B Dierickx 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 Nancy Hudson 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 John J Kerr Esq 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 holly leicht 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 Elizabeth Olson 488 Madison Avenue suite 1900 New York NY 10022 Trustee 0.5 0 0 0 William Higgins 488 Madison Avenue suite 1900 New York NY 10022 trustee 0.5 0 0 0 Fred Bland 488 Madison Avenue suite 1900 New York NY 10022 Trustee 0.5 0 0 0 821070 34981 0 856051 0 856051 12841 843210 42161 42161 1327 1327 40834 40834 40834 81049 0 0 0 0 81049 40834 0 2020 2019 2018 0 15690 29301 235 33118 78344 81049 0 40834 40215 118559 0 0 0 0 15690 102869 29301 235 33118 40215 X Anne Van Ingen 488 MADISON AVENUE suite 1900 New York NY 10022 2122526809 Laura Blokker 11627 Hwy 37 Greensburg LA 70441 none I To create a website to index and survey segregated schools in Louisiana. 5975 Heidi Hohmann 1018 Brookridge Avenue Ames IA 50010 none I Conduct research on ecological and sociological changes in the Minneapolis wetlands. 9900 Bonnie McDonald 6317 N Paulina Street Chicago IL 60660 none I Conduct major survey of preservation professionals to evaluate the efficacy of the field at large. 7975 Jobie Hall 1640 Quincent Street Iowa City IA 52245 none I Complete a documentary short on slave dwellings. 2000 Suzana Radivojevic 1919 Woodlawn Avenue Eugene OR 97403 none I Study of architectural plywood. 5000 Justin Den Herder 178 Atlantic Avenue Apt 1 Brooklyn NY 11201 none I Study logistics and impact of lumber reuse. 5000 Michael Holleran 4210 Bellevue Avenue Austin TX 78756 Historical survey of water infrastructure systems in Texas. 10000 National Trust for Historic Preservation 600 14th Street NW Suite 500 Washington DC 20005 none I Support 3 undergraduate students pursuing fields related to historic preservation. 15000 60850 14 7 14 27426 18 99517 126950 126950 false false false false false false false false false false ACCOUNTING FEES 7823 3912 3911 ABBVIE INC COM 7362 16572 APPLE INC 7212 98149 BERKSHIRE HATHAWAY INC NEW CL 5619 21142 BLACKSTONE GROUP INC CL A 43833 53923 CHEESECAKE FACTORY 3670 3458 CISCO SYSTEMS INC 9957 15367 DUKE ENERGY CORP 4610 6731 ENBRIDGE INC CAD 8193 9288 ESSENTIAL UTILS INC 5351 9618 EXXON MOBILE CORP 12460 16731 GENL MILLS INC 2730 4909 INTEL CORP 10039 12507 JOHNSON & JOHNSON COM 4441 11586 KELLOGG CO 3882 4179 MERCK & CO INC NEW COM 9508 20424 MICROSOFT CORP 6061 79686 NEXTERA ENEERGY INC COM 6170 28715 ORGANON & CO 5034 3912 PHILIP MORRIS INTL INC 13697 15619 PROCTOR & GAMBLE CO 5859 11684 RAYTHEON TECHNOLOGIES 3215 6269 RIO TINTO PLC SPON ADR 8141 10151 SMUCKER J M CO NEW 3259 4430 STARBUCKS CORP 3739 6340 STRYKER CORP 3233 19221 WASTE MGMT INC NEW 5019 25493 XYLEM INC 6490 24213 3M CO 3253 3603 WISDOMTREE EMERG SMALLCAP 3051 3490 PIMCO DYNAMIC CREDIT INCOME FD 12141 10388 WESTERN ASSET INVT GRADE 5693 4586 DOUBLELINE TOTAL RETURN 57739 47456 DOUBLELINE CORE FIXED INCOME 34580 29718 THOMPSON BOND FUND 68690 59393 BANK OF AMERICA CORP 9913 9887 WELLS FARGO & CO NEW SER Y CL 10520 9248 PIMCO INCOME FUND 27771 24118 GOLDMAN SACHS GROUP INC 9881 9857 CITIGROUP INC 14788 14690 BANK OF AMER CORP MED TERM 9878 9812 PIMCO ACCESS INCOME FUND 4190 4425 PIMCO DYNAMIC INC OPPOR FUND 6419 6530 EATON VANCE FLOATING RATE ADVG 25930 25964 BANK OF AMER CORP PREF CLBL 4634 4358 JPM CHASE & CO. SER EE 9972 10176 MORGAN STANLEY SER P PREF CLBL 10416 10384 TIMING DIFFERENCE 4678 OFFICE EXPENSES 667 334 333 BANKING/PAYPAL FEES 287 144 143 INVESTMENT MANAGEMENT FEES 26215 26215 FEDERAL TAX 100 FOREIGN TAXES PAID 145 145