2024-11-05T11:59:27-06:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990PF 2023-01-01 133132117 GREENTREE FOUNDATION GREE 5166842540 220 COMMUNITY DRIVE MANHASSET NY 11030 NICHOLAS GABRIEL PRESIDENT & TREASURER 5166842540 2024-10-29 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2023 2024-10-15 13:58:12Z X 321204959 X X 5369564 5369564 5369564 3166567 14647515 3166567 0 638598 0 638598 9174729 8536131 6008162 427586 10446 10446 417141 1990210 48620 48620 1941590 892462 21802 21802 870659 53727 4147 4147 49580 54421 0 0 54421 1477884 521055 521055 956829 100000 0 0 100000 2138186 0 0 287042 0 0 287042 13308 0 0 13308 10648 260 260 10388 2755907 54505 633142 2122751 10201381 660835 1239472 6823709 451500 451500 10652881 660835 1239472 7275209 -1478152 7875296 4768690 266802 145639 145639 251934 995922 995922 139957833 158420048 158420048 87251092 92809275 92809275 97928473 30966790 68359868 66961683 66961683 1872392 1872392 1872392 297959921 321204959 321204959 18333 11810 18333 11810 X 297941588 321193149 297941588 321193149 297959921 321204959 297941588 -1478152 24732628 321196064 2915 321193149 HIRTLE CALLAGHAN PRIVATE EQUITY VI (C-10C) P 48826 48826 48826 HIRTLE CALLAGHAN PRIVATE EQUITY VII (C-10D) P 128336 128336 128336 HIRTLE CALLAGHAN PRIVATE EQUITY VIII (C-10E) P 152043 152043 152043 HIRTLE CALLAGHAN PRIVATE EQUITY IX (C-10F) P 350953 350953 350953 HIRTLE CALLAGHAN PRIVATE EQUITY X (C-10G) P 570333 570333 570333 HIRTLE CALLAGHAN PRIVATE EQUITY XI P 57684 57684 0 0 PUBLICLY TRADED SECURITIES P 13339340 11423264 1916076 1916076 PUBLICLY TRADED SECURITIES P 0 0 3166567 0 109467 0 109467 0 109467 159456 0 0 0 159456 X 0 49989 49989 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 1 1 N/A GREENTREE FOUNDATION 5166842540 220 COMMUNITY DRIVE MANHASSET NY 11030 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NICHOLAS GABRIEL 220 COMMUNITY DRIVE MANHASSET NY 11030 PRESIDENT & TREASURER 40.00 427586 61587 0 KATE R WHITNEY 220 COMMUNITY DRIVE MANHASSET NY 11030 VICE PRESIDENT & TRUSTEE 4.00 0 0 0 LAURA E BUTZEL ESQ 220 COMMUNITY DRIVE MANHASSET NY 11030 SECRETARY 4.00 0 0 0 KOFI APPENTENG 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 RAYMOND MCGUIRE 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 LINCOLN CHEN 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 NANCY DOUZINAS 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 AHMAD DAWWAS 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR, CONFERENCE 40.00 237066 49769 0 RAMANDIP KAUR 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR OF FINANCE 40.00 202039 45862 0 MANUEL AFONSO 220 COMMUNITY DRIVE MANHASSET NY 11030 SUPER FOR LAND, BLDG 40.00 171027 42634 0 JORGE CLEMENTE 220 COMMUNITY DRIVE MANHASSET NY 11030 ASSOCIATE EXECUTIVE 40.00 137049 38831 0 DANNY BACHERT 220 COMMUNITY DRIVE MANHASSET NY 11030 EXECUTIVE CHEF 40.00 129904 38097 0 13 ALLIED UNIVERSAL 161 WASHINGTON STREET CONSHOHOCKEN PA 19428 SECURITY 651301 TLC OUTSOURCE SERVICES LLC 750 LEXINGTON AVENUE 9TH FLOOR NEW YORK NY 10022 TEMPORARY STAFF 538255 BRIGHTVIEW LANDSCAPES LLC 2275 RESEARCH BOULEVARD SUITE 600 ROCKVILLE MD 20850 LANDSCAPING SERVICES 218107 MAGNA5 MS LLC 1000 CLIFF MINE ROAD SUITE 520 PITTSBURG PA 15275 INFORMATION TECHNOLOGY 134967 ALL ISLAND HOME RENOVATIONS INC 217 LAUREL ROAD EAST NORTHPORT NY 11731 CONSTRUCTION 125000 10 1. INTERNATIONAL MEETINGSGREENTREE, THE FORMER WHITNEY FAMILY HOME IN MANHASSET, NEW YORK, IS BEING PRESERVED AND ACTIVELY MANAGED IN AN ENVIRONMENTALLY RESPONSIBLE MANNER TO SERVE AS A PLACE FOR PROGRAMS AND HIGH-LEVEL INTERNATIONAL MEETINGS DEVOTED TO THE ADVANCEMENT OF PEACE, HUMAN RIGHTS, AND COOPERATION AMONG NATIONS. SINCE 2000, THE UNITED NATIONS, PUBLIC CHARITIES, GOVERNMENTAL ENTITIES AND OTHER INTERNATIONAL, PHILANTHROPIC ORGANIZATIONS DEVOTED TO THESE ISSUES HAVE BEEN MEETING AT GREENTREE. IN ADDITION, THE FOUNDATION HAS DESIGNED AND HELD MEETINGS REGARDING SUCH ISSUES AS MATERNAL AND CHILD HEALTH AND THE U.N.'S SUSTAINABLE DEVELOPMENT GOALS. 7566625 2. LONG ISLAND MEETINGS THE FOUNDATION HOSTS MEETINGS AT GREENTREE FOR SEVERAL LONG ISLAND PHILANTHROPIES. MANY OF THE MEETINGS BRING DONORS TOGETHER TO COLLABORATE ON ISSUES OF CONCERN IN THE COMMUNITY. 0 3. SUSTAINABLE LAND AND WILDLIFE MANAGEMENTTHE FOUNDATION PRACTICES ENVIRONMENTALLY SENSITIVE LAND MANAGEMENT, CONSERVING 80 PERCENT OF GREENTREE IN ITS NATURAL STATE. WITH 400 ACRES OF ROLLING HILLS, GARDENS AND WOODLANDS, GREENTREE IS ONE OF NASSAU COUNTY'S LARGEST OPEN SPACES, AND IT HELPS SUSTAIN THE AQUIFER THAT PROVIDES FRESH WATER FOR MUCH OF THE REGION. THE FOUNDATION RUNS SEVERAL ENVIRONMENTAL RESEARCH AND EDUCATION PROGRAMS, INCLUDING PROGRAMS TO STUDY AND PROMOTE ANIMAL AND PLANT LIFE AT GREENTREE, AS WELL AS THE TEACHERS' ECOLOGY WORKSHOP, AN INTENSIVE, IMMERSIVE EXPERIENCE THAT PROVIDES ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS WITH THE KNOWLEDGE AND SKILLS TO TEACH AND INCORPORATE SCIENCE INTO THEIR CLASSROOMS. 0 0 215690428 1447954 22326013 239464395 0 0 239464395 3591966 235872429 11793621 X 7275209 0 742916 8018125 X 4768690 3942012 6129682 5325567 20165951 4053387 3350710 5210230 4526732 17141058 8018125 9613412 9644790 7929926 35206253 451500 450000 435000 451000 1787500 7566625 9163412 9209790 7478926 33418753 0 0 7862414 8038846 8929401 7406046 32236707 0 0 0 0 X LONG ISLAND COMMUNITY FOUNDATION 900 WALT WHITMAN ROAD MELVILLE NY 11747 N/A PC CONTINUED SUPPORT FOR THE CHARITIES AND ORGANIZATIONS THAT RESPOND TO THE NEEDS OF COMMUNITIES IN NASSAU AND SUFFOLK COUNTIES. 200000 LONG ISLAND COMMUNITY FOUNDATION 900 WALT WHITMAN ROAD MELVILLE NY 11747 N/A PC PRESIDENT'S DISCRETIONARY FUND 50000 MANHASSET COMMUNITY FUND 390 PLANDOME ROAD MANHASSET NY 11030 N/A PC CONTINUED SUPPORT FOR THE CHARITIES AND ORGANIZATIONS THAT BENEFIT THE COMMUNITIES OF THE TOWN OF NORTH HEMPSTEAD. 200000 SEATUCK ENVIRONMENTAL ASSOCIATION PO BOX 31 ISLIP NY 11751 N/A PC SUPPORT FOR CHARITABLE GRANTMAKING 1500 451500 0 14 5369564 18 3166567 CHARITABLE AND EDUCATIONAL CONFERENCES 578637 MISCELLANEOUS INCOME 14391 INSURANCE PROCEEDS 45570 0 8536131 638598 9174729 11A EDUCATIONAL CONFERENCES IN FURTHERANCE OF FOUNDATION'S EXEMPT PURPOSE 11B OTHER INCOME 11C INSURANCE PROCEEDS RELATED TO THE DAMAGE TO THE ELECTRICAL EQUIPMENT 0 0 0 0 0 0 0 0 0 0 CONDON O'MEARA MCGINTY & DONNELLY LLP 52300 0 0 52300 CHRISTOPHER SIA 2121 0 0 2121 VANGUARD STRATEGIC SMALL CAP 4796432 4796432 VANGUARD INTERNATIONAL VALUE FUND 15658893 15658893 VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES 13704955 13704955 VANGUARD TOTAL STOCK MARKET INDEX FUND 48699650 48699650 VANGUARD PRIME CAP FUND ADMIRAL SHARES 29049371 29049371 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 32197912 32197912 VANGUARD CAP OPPORTUNITY 14312835 14312835 VANGUARD LONG-TERM INVESTMENT GRADE FUND ADMIRAL SHARES FMV 7674267 7674267 VANGUARD INTERMEDIATE TERM GRADE ADMIRAL SHARES FMV 8415098 8415098 VANGUARD SHORT-TERM INVESTMENT GRADE FUND INSTL SHARES FMV 12597291 12597291 VANGUARD TOTAL BOND MARKET INDEX FUND INSTL SHARES FMV 28223834 28223834 HIRTLE CALLAGHAN PRIVATE EQUITY VI FMV 1104000 1104000 HIRTLE CALLAGHAN PRIVATE EQUITY XII FMV 9873038 9873038 HIRTLE CALLAGHAN PRIVATE EQUITY XI FMV 3545527 3545527 HIRTLE CALLAGHAN PRIVATE EQUITY X FMV 2420870 2420870 HIRTLE CALLAGHAN PRIVATE EQUITY IX FMV 1860656 1860656 HIRTLE CALLAGHAN PRIVATE EQUITY VIII FMV 1173178 1173178 HIRTLE CALLAGHAN PRIVATE EQUITY VII FMV 910176 910176 VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTL SHARES FMV 14111811 14111811 HC PE 2022 FMV 899529 899529 PATTERSON BELKNAP WEBB & TYLER LLP 52385 4147 4147 48238 FORCHELLI, DEEGAN, & TERRANA LLP 1342 0 0 1342 ARTWORK/TANGIBLES USED FOR CHARITABLE PURPOSE 1872392 1872392 1872392 LOSS ON DISPOSAL OF ASSETS 2915 CONFERENCE EXPENSES 810359 0 578637 231722 DIRECT PROGRAM EXPENSES 56941 0 0 56927 DSL & CABLE SERVICE 12988 0 0 12988 EQUIPMENT RENTALS 6691 2173 2173 4518 FOOD AND GRATUITIES 53500 1307 1307 52193 FUEL (GAS & DIESEL) 20841 509 509 20332 INSURANCE 1010954 42814 42814 968140 MISCELLANEOUS 8240 1649 1649 6591 OFFICE AND GENERAL SUPPLIES 26398 528 528 25870 REPAIRS, REPLACEMENTS & MAINTENANCE 737817 5525 5525 732292 UNIFORMS 11178 0 0 11178 CHARITABLE AND EDUCATIONAL CONFERENCES 578637 578637 MISCELLANEOUS INCOME 14391 14391 INSURANCE PROCEEDS 45570 45570 NET UNREALIZED GAIN ON INVESTMENTS 24732628 VANGUARD INVESTMENT MANAGEMENT & CUSTODIAN FEES 213428 213428 213428 0 PAYROLL SERVICE 6373 511 511 5862 ARCHIVE & HISTORIANS 75934 16627 16627 59307 WILDLIFE SURVEYS 32404 0 0 32404 INFORMATION TECH CONSULTANTS 90232 0 0 90232 401(K) PLAN SPONSOR FEES 4750 0 0 4750 COMMUNICATION & VIDEOGRAPHY 23105 0 0 23105 FOREST & TREE MANAGEMENT & RISK MANAGEMENT CONSULTANT 38788 0 0 38788 PROFESSORS & LECTURES FOR TEW 63929 0 0 63929 HUMAN RESOURCE CONSULTANT 13259 1131 1131 12128 ON-SITE SECURITY SERVICES 637231 25408 25408 611823 OTHER 14501 0 0 14501 HIRTLE INVESTMENT MANAGEMENT AND CUSTODIAN FEES 263950 263950 263950 0 EXCISE TAXES 100000 0 0 100000