2024-12-17T21:36:59-08:00 2023-12-31 061528114 WF Carothers & Co LLC 1051 Old Academy Rd Fairfield CT 06824 990PF 2023-01-01 131677403 Helen Hay Whitney Foundation HELE 8456396799 20 Squadron Boulevard New City NY 10956 Stephen C Sherrill Treasurer 8456396799 2024-05-10 true true William F Carothers P01324818 2037676631 2024-12-16 X 2023 2024-10-15 13:58:12Z X 88440048 X 581767 1690607 1690607 -59259 8337626 0 0 0 2213115 1690607 276713 27671 249042 8770 877 7893 15000 15000 23500 370445 370445 144429 1533 21578 455 216233 165355 1078656 398993 437290 3846561 3846561 4925217 398993 4283851 -2712102 1291614 200 200 200 7124021 2229047 2229047 0 0 7011444 6688737 6688737 52836139 64890897 64890897 2220241 2405761 2405761 0 11120897 12011517 12011517 28575 28575 1533 0 0 133933 213889 213889 80448408 88440048 88440048 206512 60039 1112332 1097332 0 0 365269 516690 1684113 1674061 X 78764295 86765987 78764295 86765987 80448408 88440048 78764295 -2712102 10713800 86765993 6 86765987 Publicly traded securities 8337626 0 8396885 -59259 0 0 0 -59259 -59259 17953 0 17953 0 17953 102058 0 102058 -102058 84105 84105 false false false false false true true false true true NY true false false false false true www.hhwf.org Helen Hay Whitney Foundation 8456396799 20 Squadron Blvd Suite 630 New City NY 10956 false false false false false false false false false false false false false false true false false false false false false Ms Averil Payson Meyer c/o The Foundation New City NY 10956 President 2.00 8500 0 0 Dr Stephen C Harrison c/o The Foundation New City NY 10956 Trustee, Vice-Pres 2.00 20500 0 0 Dr Lisa A Steiner c/o The Foundation New City NY 10956 Trustee 2.00 0 0 0 Ms Carla H Skodinski c/o The Foundation New City NY 10956 Trustee 2.00 8500 0 0 Dr Thomas P Sakmar c/o The Foundation New City NY 10956 Trustee 2.00 17000 0 0 Mr Stephen C Sherrill c/o The Foundation New City NY 10956 Trustee, Treasurer 4.00 0 0 0 Mrs Payne W Middleton c/o The Foundation New City NY 10956 Trustee 2.00 0 0 0 Mr Robert Weinberger c/o The Foundation New City NY 10956 Secr & Admin Dir 40.00 159074 54639 0 Dr Charles Sawyers c/o The Foundation New City NY 10956 Trustee 2.00 8500 0 0 Dr Leslie B Vosshall c/o The Foundation New City NY 10956 Trustee 2.00 0 0 0 NONE 0 Wilkinson Global Asset Management 437 Madison Avenue New York NY 10022 Investment advisory 135573 Silvercrest Asset Management 1330 Avenue of the Americas New York NY 10019 Investment advisory 162288 JW Bristol Investment Management 48 Wall Street New York NY 10005 Investment advisory 54534 0 Grants and fellowships paid to 56 research fellows. 3846561 N/A 0 0 79593867 2072148 0 81666015 0 0 81666015 1224990 80441025 4022051 4022051 17953 17953 4004098 4004098 4004098 4283851 0 4283851 4004098 246952 0 0 0 0 0 0 4283851 246952 0 4004098 32801 32801 0 0 0 0 0 32801 0 0 0 0 32801 None Adminstrative Director Helen Hay Wh 20 Squadron Blvd Suite 630 New City NY 10956 8456396799 Application forms available online on April 15 at hhwf.org Deadline for filing online application is July 1st. See attached statement Amount paid to 56 research fellows NY 10956 None Individuals Monetary assistancefor medical research 3846561 3846561 14 1690607 14 -59259 1631348 1631348 false false false false false false false false false false X X 1 Merck & Co Inc One Merck Drive PO Box 100 Whitehouse Station NJ 08889 385000 X 2 Howard Hughes Medical Institute 4000 Jones Bridge Road Chevy Chase MD 20815 71167 X 3 The Genome Partnership 3730 Foundry Way Suite 218 Saint Louis MO 63110 69500 X 4 Sherrill Family Foundation 765 Park Avenue 4B New York NY 10021 50000 X WF Carothers & Co.,LLC Audit & tax 23500 Sales of publicly held securities 8337626 8396885 -59259 Corporate bonds 2405761 2405761 Corporate stock 64890897 64890897 6688737 6688737 Mutual funds 12011517 12011517 4 5 Drawer Lateral Filing Cabinets 3640 3640 0 4 5 Drawer Lateral Filing Cabinets 3640 3640 0 Blinds for Office 845 845 0 Conference table 450 450 0 Executive desk 1635 1635 0 Laserjet printer 1599 1599 0 Laserjet printer and feeder 1348 1348 0 Cabinet 878 878 0 Photocopier 9670 9670 0 Computer equipment 4870 4870 0 Day Pitney Legal services 15000 15000 Interest & dividends receivable 101776 97732 97732 Deposits 1607 1607 1607 Due from broker 30550 30550 30550 Prepaid excise taxes 0 84000 84000 Cost adjustments 6 Scientific advisory committee 44000 44000 Fellows seminar 119425 119425 Insurance 12775 Postage, stationery & office 37288 Professional organization dues 815 Applicant interviews 1930 1930 Net unrealized gains on investments 10713800 Deferred excise tax 214435 304435 Due to broker 150834 212255 Wilkinson Global Asset Mgmt Investment advisory 135573 135573 Silvercrest Asset Mgment Investment advisory 162288 162288 JW Bristol Investment Mgment Investment advisory 54534 54534 BNY Mellon Custodial and transaction 17797 17797 Chase Bank Service fees 253 253 See attached statement 144429