2024-05-09T15:18:50-05:00 2023-12-31 130436940 ANCHIN BLOCK & ANCHIN LLP 3 TIMES SQUARE NEW YORK NY 10036 990PF 2023-01-01 371532952 HAINES FAMILY FOUNDATION C/O THE BROMLEY COMPANIES HAIN 2128077744 120 FIFTH AVENUE 6TH FLOOR NEW YORK NY 10011 WILLIAM L HAINES PRESIDENT 2128077744 2024-05-09 1 WILLIAM HAINES 999009999 0 ELIZABETH MORIN P01256691 2128403456 2024-05-09 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 1631559 X X 33448 33139 78236 513236 78236 111684 111375 0 0 0 2108 108 0 13926 13522 404 16034 13630 404 239129 239129 255163 13630 239533 -143479 97745 90556 60777 60777 740795 668632 1312609 170735 150503 147422 143582 121402 106130 3746 4621 4621 1149414 1005935 1631559 0 0 X 1149414 1005935 0 0 0 0 1149414 1005935 1149414 1005935 1149414 -143479 0 1005935 0 1005935 CAPITAL GAINS DIVIDENDS 315 315 315 PUBLICLY TRADED SECURITIES 172490 171044 1446 1446 PUBLICLY TRADED SECURITIES 220516 144041 76475 76475 PUBLICLY TRADED SECURITIES 119915 119915 0 0 78236 1359 0 1359 0 1359 1797 0 0 0 1797 0 438 438 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A WILLIAM L HAINES 2128077744 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM L HAINES 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 PRESIDENT 0.75 0 0 0 ANGELA HAINES 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 SECRETARY AND TREASURER 0.50 0 0 0 NICHOLAS HAINES 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 VICE PRESIDENT 0.75 0 0 0 REBECCA HAINES KEMPTON 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 1397086 229152 0 1626238 0 0 1626238 24394 1601844 80092 80092 1359 1359 78733 0 78733 0 78733 239533 0 239533 78733 0 0 196194 78384 33626 308204 239533 0 0 0 78733 160800 0 0 469004 0 0 0 0 0 0 196194 272810 78384 33626 160800 WILLIAM L HAINES X AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVENUE DALLAS TX 75231 NONE PC GENERAL 10000 CARAMOOR CENTER FOR MUSIC AND THE ARTS PO BOX 816 KATONAH NY 10536 NONE PC GENERAL 25000 CARNEGIE HILL NEIGHBORS 1326 MADISON AVENUE NEW YORK NY 10128 NONE PC GENERAL 2000 CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 NONE PC GENERAL 1000 ITHACA COLLEGE - ITHACA HAINES ARTISTS RESIDENCY 953 DANBY ROAD ITHACA NY 148509948 NONE PC GENERAL 50000 NEW YORK CITY CENTER 130 WEST 56TH STREET NEW YORK NY 10019 NONE PC GENERAL 9129 NORTHERN WESTCHESTER HOSPITALS 400 EAST MAIN STREET MOUNT KISCO NY 10549 NONE PC GENERAL 1000 PILOT LIGHT 2825 WEST FIFTH AVE CHICAGO IL 60612 NONE PC GENERAL 10000 SARASOTA OPERA 61 N PINEAPPLE AVENUE SARASOTA FL 34236 NONE PC GENERAL 10000 SUNY CORTLAND BROCKWAY HALL PO BOX 2000 CORTLAND NY 130459000 NONE PC GENERAL 50000 SYMPHONY SPACE 2537 BROADWAY NEW YORK NY 10025 NONE PC GENERAL 10000 TEATRO NUOVO 820 W END AVE APT 2D NEW YORK NY 100255326 NONE PC GENERAL 10000 THE JED FOUNDATION 6 EAST 39TH ST STE 1204 NEW YORK NY 10016 NONE PC GENERAL 1000 YOUNG CONCERT ARTISTS 1776 BROADWAY SUITE 1500 NEW YORK NY 10019 NONE PC GENERAL 50000 239129 0 14 33448 18 78236 0 111684 0 111684 0 0 0 0 0 0 0 0 0 0 HAINES FAMILY FOUNDATIONEIN: 137-1532952C/O THE BROMLEY COMPANIES 120 FIFTH AVENUE, 11TH FLOORNEW YORK, NY 10011PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING 2011 IN THE AMOUNT OF $7,792 APPLE INC FXD RT SR NT 25037 24350 BERKSHIRE HATHAWAY INC DEL FXD 25347 24309 GOLDMAN SACHS GROUP INC 25040 24313 JPMORGAN CHASE & CO 20021 19965 NOVARTIS CAP CORP GTD FXD RT 24882 24309 VANGUARD MONEY MARKET RESERVES INC-FEDERAL 30176 30176 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 19261 23950 WCM FOCUSED INTERNATIONAL GROWTH FUND INSTITUTIONAL 48063 48255 ALPHABET INC CL A 16069 41907 AMAZON COM INC 13789 36465 CINTAS CORP 5028 27120 DANAHER CORP 7757 28918 WALT DISNEY CO 9801 9029 FIRST TR NASDAQ-100 EQUAL WEIGHTED INDEX FD SHS 19840 52853 HOME DEPOT INC 12061 32922 HONEYWELL INTL INC 10786 15728 INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT 21568 37536 INVESCO QQQ TR UNIT SER 1 9110 36857 MEDTRONIC PLC SHS ISIN#IE00BTN1Y115 9425 10298 MERCK & CO INC 13111 19079 MICROSOFT CORP 8150 58286 MORGAN STANLEY 10317 18650 PEPSICO INC 8302 12738 PFIZER INC 13890 12236 PROCTER & GAMBLE CO 10256 18318 RTX CORPORATION 11861 16828 SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR 11753 18165 SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY 10630 17881 SELECT SECTOR SPDR TR ENERGY 22118 26829 SELECT SECTOR SPDR TR FINANCIAL 46976 65800 SPDR S&P 500 ETF TR TR UNIT 201735 477687 UNITEDHEALTH GROUP INC 8782 36853 VERIZON COMMUNICATIONS INC 5159 3770 ISHARES TR RUSSELL MID-CAP ETF 25904 45083 ISHARES TR RUSSELL 2000 ETF 15849 28099 JOHCM INTERNATIONAL SELECT FUND INSTITUTIONAL CLASS 40275 31096 VERALTO CORPORATION 1006 3373 FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME AT COST 61616 53531 FIRST TR EXCHANGE-TRADED FD III INSTL PFD SECS & INCOME ETF AT COST 59786 52599 LOANS AND EXCHANGE 3746 4621 4621 NEW YORK FILING FEE 250 0 250 INVESTMENT ADVISORY FEES 13359 13359 0 CSC FEE 154 0 154 BANK CHARGES 163 163 0 FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 2000 0 0 FOREIGN TAX PAID 108 108 0