2024-10-29T15:55:00-05:00 2024-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990PF 2023-07-01 475632455 PRATT FAMILY LEGACY FOUNDATION INC PRAT 5703426100 6166 STATE ROUTE 42 PO BOX 30 WOODBOURNE NY 12788 TAMMY PRATT DIRECTOR 5703426100 2024-10-29 1 1 BRIAN D KITCHEN P01329730 2154414600 2023 2024-10-15 13:58:12Z X 2035771 X X 36309 36309 103952 103952 3146 29271 3146 5 5 143412 143412 0 0 0 7500 3750 3750 2938 2688 250 10438 6438 4000 81500 81500 91938 6438 85500 51474 136974 232564 139797 139797 1783827 1927682 1895974 2016391 2067479 2035771 0 0 X 0 0 0 0 2016391 2067479 2016391 2067479 2016391 2067479 2016391 51474 0 2067865 386 2067479 PHINIA INC. CMN P 2023-08-09 14 14 14 1 SH HALLIBURTON COMPANY CMN CTSY MERRILL LYNCH 2024-03-15 38 23 15 15 3 SH GENERAL MOTORS COMPANY CMN CTSY S.G. WARBURG & CO., 2024-03-15 121 174 -53 -53 7 SH FORTINET, INC. CMN CTSY KNIGHT SECURITIES 2024-03-15 469 428 41 41 1 SH EXPEDITORS INTERNATIONAL OF WA CMN CTSY BARCLAY'S CAP. 2024-03-15 120 103 17 17 1 SH EBAY INC. CMN CTSY BARCLAY'S CAP. FIXED INCO 2024-03-15 52 60 -8 -8 2 SH DXC TECHNOLOGY COMPANY CMN CTSY BARCLAY'S CAP. FIXED 2024-03-15 41 56 -15 -15 1 SH DUKE ENERGY CORPORATION CMN CTSY BARCLAY'S CAP. FIXED 2024-03-15 95 93 2 2 9 SH DOMINION ENERGY INC CMN CTSY BARCLAY'S CAP. FIXED INCO 2024-03-15 431 662 -231 -231 1 SH CSX CORPORATION CMN CTSY BARCLAY'S CAP. FIXED INCO 2024-03-15 37 30 7 7 1 SH CONSTELLATION ENERGY CORP CMN CTSY MERRILL LYNCH 2024-03-15 166 59 107 107 2 SH HOLOGIC INCORPORATED CMN CTSY MERRILL LYNCH 2024-03-15 151 144 7 7 1 SH COMERICA INCORPORATED CMN CTSY BARCLAY'S CAP. FIXED 2024-03-15 49 56 -7 -7 2 SH CF INDUSTRIES HOLDINGS, INC. CMN CTSY MERRILL LYNCH 2024-03-15 170 96 74 74 5 SH CAPITAL ONE FINANCIAL CORP CMN CTSY FIFTH THIRD 2024-03-15 681 610 71 71 1 SH BOSTON PROPERTIES, INC. COMMON STOCK CTSY BARCLAY'S 2024-03-15 63 78 -15 -15 3 SH BANK OF AMERICA CORP CMN CTSY BARCLAY'S CAP. FIXED INCO 2024-03-15 107 114 -7 -7 2 SH AUTODESK, INC. CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 509 523 -14 -14 4 SH APPLE INC. CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 688 480 208 208 3 SH AMEREN CORPORATION CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 215 246 -31 -31 1 SH ALPHABET INC. CMN CLASS C CTSY SALOMON BROTHERS 2024-03-15 141 102 39 39 1 SH ALPHABET INC. CMN CLASS A CTSY KNIGHT SECURITIES 2024-03-15 140 101 39 39 1 SH ALASKA AIR GROUP INC(DEL HLDG) CMN CTSY FIFTH THIRD 2024-03-15 38 71 -33 -33 17 SH CHARLES SCHWAB CORPORATION CMN CTSY FIFTH THIRD 2024-03-15 1141 1130 11 11 1 SH AFLAC INCORPORATED CMN CTSY SALOMON BROTHERS 2024-03-15 84 51 33 33 4 SH INTERNATIONAL PAPER CO. CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 144 226 -82 -82 2 SH KEYSIGHT TECHNOLOGIES, INC. CMN CTSY FIFTH THIRD 2024-03-15 300 270 30 30 1 SH WELLS FARGO & CO (NEW) CMN CTSY KNIGHT SECURITIES 2024-03-15 58 40 18 18 2 SH WALMART INC CMN CTSY BARCLAY'S CAP. FIXED INCO 2024-03-15 122 97 25 25 13 SH VIATRIS INC CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 154 192 -38 -38 1 SH VERIZON COMMUNICATIONS, INC. CMN CTSY MERRILL LYNCH 2024-03-15 40 54 -14 -14 1 SH TRUIST FINANCIAL CORPORATION CMN CTSY KNIGHT 2024-03-15 35 57 -22 -22 4 SH THERMO FISHER SCIENTIFIC INC CMN CTSY FIFTH THIRD 2024-03-15 2336 2189 147 147 2 SH THE TRAVELERS COMPANIES, INC CMN CTSY FIFTH THIRD 2024-03-15 442 299 143 143 3 SH TE CONNECTIVITY LTD CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 417 371 46 46 1 SH TAPESTRY, INC. CMN CTSY SALOMON BROTHERS 2024-03-15 48 41 7 7 1 SH STATE STREET CORPORATION (NEW) CMN CTSY FIFTH THIRD 2024-03-15 72 85 -13 -13 10 SH KEURIG DR PEPPER INC CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 288 368 -80 -80 4 SH SIMON PROPERTY GROUP INC CMN CTSY FIFTH THIRD 2024-03-15 602 467 135 135 1 SH SALESFORCE INC CMN CTSY SALOMON BROTHERS 2024-03-15 295 210 85 85 1 SH PUBLIC-SVC ENTERPRISE GROUP HOLDING CO CTSY MERRILL 2024-03-15 64 60 4 4 5 SH PHILLIPS 66 CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 795 474 321 321 1 SH PFIZER INC. CMN CTSY SALOMON BROTHERS 2024-03-15 28 44 -16 -16 1 SH PARKER-HANNIFIN CORP. CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 535 311 224 224 1 SH NVIDIA CORPORATION CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 884 133 751 751 1 SH NORFOLK SOUTHERN CORP CMN CTSY S.G. WARBURG & CO., 2024-03-15 257 242 15 15 2 SH MOLSON COORS BEVERAGE CO CMN CLASS B CTSY FIFTH THIRD 2024-03-15 135 98 37 37 1 SH MARSH & MCLENNAN CO INC CMN CTSY BARCLAY'S CAP. FIXED 2024-03-15 207 168 39 39 1 SH KLA CORP CMN CTSY BARCLAY'S CAP. FIXED INCO 2024-03-15 684 340 344 344 2 SH SERVICENOW INC CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 1488 882 606 606 1 SH WHIRLPOOL CORP. CMN CTSY FIFTH THIRD SECURITIES, I 2024-03-15 105 218 -113 -113 CUMMINS IN CASH IN LIEU 2024-03-19 2 2 2 1 SH OF MGM RESORTS INTERNATIONAL CMN P 2021-03-19 2023-09-15 41 40 1 1 1 SH OF MARATHON PETROLEUM CORPORATION CMN P 2021-03-19 2023-09-15 154 54 100 100 1 SH OF TJX COMPANIES INC (NEW) CMN P 2021-03-19 2023-09-15 92 67 25 25 1 SH OF LOWES COMPANIES INC CMN P 2021-03-19 2023-09-15 220 179 41 41 1 SH OF LAM RESEARCH CORPORATION CMN P 2021-03-19 2023-09-15 623 542 81 81 1 SH OF HOLOGIC INCORPORATED CMN P 2021-03-19 2023-09-15 72 72 0 0 1 SH OF HP INC. CMN P 2021-03-19 2023-09-15 27 30 -3 -3 1 SH OF KINDER MORGAN INC CMN CLASS P P 2021-03-19 2023-09-15 17 14 3 3 1 SH OF REGIONS FINANCIAL CORPORATION CMN P 2021-03-19 2023-09-15 18 21 -3 -3 1 SH OF FEDEX CORPORATION CMN P 2021-03-19 2023-09-15 254 280 -26 -26 1 SH OF CITIGROUP INC. CMN P 2021-03-19 2023-09-15 43 73 -30 -30 1 SH OF THE TRAVELERS COMPANIES, INC CMN P 2021-03-19 2023-09-15 165 149 16 16 1 SH OF COLGATE-PALMOLIVE CO CMN P 2021-03-19 2023-09-15 73 75 -2 -2 1 SH OF FIFTH THIRD BANCORP CMN P 2021-03-19 2023-09-15 27 38 -11 -11 46 SH OF COMCAST CORPORATION CMN CLASS A VOTING P 2021-03-19 2023-09-15 2085 2551 -466 -466 1 SH OF WALT DISNEY COMPANY (THE) CMN P 2021-03-19 2023-09-15 86 191 -105 -105 2 SH OF HUNTINGTON BANCSHARES INCORPOR CMN P 2021-03-19 2023-09-15 21 32 -11 -11 4 SH OF ALPHABET INC. CMN CLASS C P 2021-03-19 2023-09-15 553 409 144 144 1 SH OF AMAZON.COM INC CMN P 2021-03-19 2023-09-15 140 154 -14 -14 1 SH OF AMERIPRISE FINANCIAL, INC. CMN P 2021-03-19 2023-09-15 347 228 119 119 2 SH OF AT&T INC. CMN P 2021-03-19 2023-09-15 30 46 -16 -16 1 SH OF CHUBB LIMITED CMN P 2021-03-19 2023-09-15 212 159 53 53 1 SH OF JPMORGAN CHASE & CO CMN P 2021-03-19 2023-09-15 149 155 -6 -6 2 SH OF VERIZON COMMUNICATIONS, INC. CMN P 2021-03-19 2023-09-15 68 112 -44 -44 1 SH OF SALESFORCE INC CMN P 2021-06-18 2023-09-15 215 243 -28 -28 1 SH OF PFIZER INC. CMN P 2021-09-17 2023-09-15 34 44 -10 -10 1 SH OF MONDELEZ INTERNATIONAL, INC. CMN P 2021-09-17 2023-09-15 72 61 11 11 1 SH OF WALMART INC CMN P 2022-03-18 2023-09-15 165 145 20 20 1 SH OF EXELON CORPORATION CMN P 2022-03-18 2023-09-15 42 43 -1 -1 1 SH OF AMERIPRISE FINANCIAL, INC. CMN P 2022-03-18 2023-09-15 347 301 46 46 1 SH OF LINCOLN NATL.CORP.INC. CMN P 2022-09-20 2023-09-15 26 49 -23 -23 1 SH OF LINCOLN NATL.CORP.INC. CMN P 2023-01-03 2023-09-15 26 31 -5 -5 1 SH OF BRISTOL-MYERS SQUIBB COMPANY CMN P 2023-01-03 2023-09-15 59 72 -13 -13 1 SH OF MORGAN STANLEY CMN P 2023-01-03 2023-09-15 88 85 3 3 1 SH OF THE WILLIAMS COMPANIES, INC. CMN P 2023-01-03 2023-09-15 34 32 2 2 1 SH OF IRON MOUNTAIN INCORPORATED CMN P 2023-01-03 2023-09-15 63 50 13 13 1 SH OF CSX CORPORATION CMN P 2023-01-03 2023-09-15 31 31 0 0 1 SH OF KINDER MORGAN INC CMN CLASS P P 2023-01-03 2023-09-15 17 18 -1 -1 1 SH OF ABBVIE INC CMN P 2023-01-03 2023-09-15 152 162 -10 -10 1 SH OF PFIZER INC. CMN P 2023-01-03 2023-09-15 34 51 -17 -17 1 SH OF APPLE INC. CMN P 2023-01-03 2023-09-15 175 125 50 50 1 SH OF WELLS FARGO & CO (NEW) CMN P 2023-01-03 2023-09-15 43 42 1 1 1 SH OF EXPEDITORS INTERNATIONAL OF WA CMN P 2023-03-17 2023-09-15 118 106 12 12 1 SH OF W.W. GRAINGER INC CMN P 2023-03-17 2023-09-15 693 664 29 29 1 SH OF FMC CORPORATION CMN P 2023-03-17 2023-09-15 76 116 -40 -40 1 SH OF PROCTER & GAMBLE COMPANY (THE) CMN P 2023-03-17 2023-09-15 153 143 10 10 1 SH OF ALPHABET INC. CMN CLASS A P 2023-03-17 2023-09-15 137 102 35 35 1 SH OF TAPESTRY, INC. CMN P 2023-03-17 2023-09-15 31 41 -10 -10 1 SH OF DUKE ENERGY CORPORATION CMN P 2023-03-17 2023-09-15 95 96 -1 -1 1 SH OF VISA INC. CMN CLASS A P 2023-03-17 2023-09-15 241 217 24 24 2 SH OF MICROSOFT CORPORATION CMN P 2023-03-17 2023-09-15 660 559 101 101 1 SH OF LINDE PLC CMN P 2023-03-17 2023-09-15 388 330 58 58 1 SH OF PHILLIPS 66 CMN P 2023-03-17 2023-09-15 121 95 26 26 1 SH OF AMERICAN EXPRESS CO. CMN P 2023-03-17 2023-09-15 164 157 7 7 1 SH OF APPLE INC. CMN P 2023-03-17 2023-09-15 700 620 80 80 1 SH OF ROBERT HALF INC CMN P 2023-03-17 2023-09-15 75 73 2 2 1 SH OF WELLS FARGO & CO (NEW) CMN P 2023-06-16 2023-09-15 43 42 1 1 1 SH OF CONSTELLATION ENERGY CORP CMN P 2023-06-23 2023-09-15 110 90 20 20 1 SH OF HUMANA INC. CMN P 2023-07-03 2023-09-15 471 446 25 25 3 SH NEWS CORPORATION CMN CLASS A CTSY FIFTH THIRD 2023-09-15 2024-03-15 77 61 16 16 4 SH AUTOMATIC DATA PROCESSING INC CMN CTSY FIFTH THIRD 2023-09-15 2024-03-15 968 981 -13 -13 1 SH PAYCHEX, INC. CMN CTSY BARCLAY'S CAP. FIXED INCO 2023-09-15 2024-03-15 120 116 4 4 1 SH EVEREST GROUP LTD CMN CTSY BARCLAY'S CAP. FIXED INCO 2023-10-09 2024-03-15 392 388 4 4 3146 1904 0 1904 0 1904 7505 0 0 0 7505 0 5601 5601 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A KREISCHER MILLER 2154414600 100 WITMER RD SUITE 350 HORSHAM PA 19044 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN L PRATT IV 6166 STATE ROUTE 42 PO BOX 30 WOODBOURNE NY 12788 DIRECTOR 0.00 0 0 0 TAMMY PRATT 6166 STATE ROUTE 42 PO BOX 30 WOODBOURNE NY 12788 DIRECTOR 0.00 0 0 0 LAUREN PRATT 6166 STATE ROUTE 42 PO BOX 30 WOODBOURNE NY 12788 DIRECTOR 0.00 0 0 0 RAMYA PRATT 6166 STATE ROUTE 42 PO BOX 30 WOODBOURNE NY 12788 DIRECTOR 0.00 0 0 0 NAYANA PRATT 6166 STATE ROUTE 42 PO BOX 30 WOODBOURNE NY 12788 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)3. 0 0 1733753 180252 0 1914005 0 0 1914005 28710 1885295 94265 94265 1904 1904 92361 0 92361 0 92361 85500 0 85500 92361 8124 0 0 85500 8124 0 0 77376 0 0 0 0 0 0 0 0 14985 0 0 0 TAMMY PRATT X CATSKILL MOUNTAINKEEPER INC PO BOX 268 220 MAIN ST HURLEYVILLE NY 12747 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 36500 CATSKILL FLY FISHING MUESEUM PO BOX 1295 LIVINGSTON MANOR NY 12758 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 1500 HOMESTEAD SCHOOL SULLIVAN 428 HOLLOW RD GLEN SPEY NY 12737 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 6000 CATSKILL ART SPACE 48 MAIN ST LIVINGSTON MANOR NY 12758 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 5000 ROBIN HOOD FOUNDATION 114 WEST 47TH STREET NEW YORK NY 10036 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 15000 FRIEDREICH'S ATAXIA RESEARCH A LLIANCE 533 W UWCHLAN AVE DOWNINGTOWN PA 19355 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 16500 LIONS CLUB 22ND STREET OAK BROOK IL 605238842 PUBLIC CHARITY PUBLIC CHARITY GENERAL CHARITABLE 1000 81500 0 14 36309 14 103952 14 5 14 3146 0 143412 0 143412 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7500 3750 3750 FORM 990PF, PART XV, LINE 2 SUPPLEMENTARY INFORMATION:THE ORGANIZATION'S PRIMARY ACTIVITY IS TO SUPPORT BY CONTRIBUTIONS, OTHER ORGANIZATIONS QUALIFYING FOR EXEMPTION UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE. THE DIRECTORS CHOOSE THESE ORGANIZATIONS BASED UPON THEIR KNOWLEDGE OF THE ORGANIZATIONS' ACTIVITIES. NO CONTRIBUTIONS, GRANTS, GIFTS, LOANS ETC. ARE MADE TO INDIVIDUALS. GOLUB CAPITAL BDC LLC MUTUAL FUND (GBDC) FMV 98369 89547 GS STRATEGIC FACTOR ALLOCATION FUND FMV 150598 171819 GOLDMAN SACHS BDC, INC CLOSED-END FUND (GSBD) FMV 298167 225450 GS HIGH YIELD FLOATING RATE FUND FMV 1072128 1000092 GS: PASSIVE (S&P 500 ENV & SOC RESP) TAX EXEMPT FMV 258420 359066 MANTLE THERAPEUTICS INC FMV 50000 50000 BASIS ADJUSTMENT: GS US EQUITY 386 NYS FILING FEE 250 0 250 ADVISORY FEES 2659 2659 0 FOREIGN TAX 29 29 0 NONDIVIDEND DISTRIBUTIONS 5 5 5