2024-10-09T06:23:33-05:00 2023-12-31 141555429 UHY ADVISORS NORTHEAST INC 1185 AVENUE OF THE AMERICAS 38TH FLOOR NEW YORK NY 10036 990PF 2023-01-01 133923000 THE JOEL SHAPIRO AND ELLEN PHELAN FOUNDATION INC JOEL 2122492930 130 EAST 67TH STREET NEW YORK NY 10065 JOEL SHAPIRO OFFICER 2122492930 2024-08-19 1 1 PAMELA A MOSIELLO P01383915 2123814700 2024-08-19 2023 2024-10-15 13:58:12Z X X 2797941 X X 1611 1611 28518 28518 17955 20947 17955 48084 48084 0 0 0 14074 9689 4385 678 678 0 1250 1000 250 16002 11367 4635 0 0 16002 11367 4635 32082 36717 74410 82712 82712 1061600 1085380 2715229 1136010 1168092 2797941 0 0 X 0 0 156396 156396 979614 1011696 1136010 1168092 1136010 1168092 1136010 32082 0 1168092 0 1168092 JP MORGAN (ACCT #40872007) P 2023-12-31 2992 -2992 -2992 JP MORGAN (ACCT #40872007) P 2023-12-31 3869 3869 3869 JP MORGAN (ACCT #40873005) P 2023-12-31 94 94 94 JP MORGAN (ACCT #40873005) P 2023-12-31 16984 16984 16984 17955 510 0 510 0 510 768 0 0 0 768 X 0 258 258 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MOSIELLO PAMELA CO UHY ADVISORS 2123814700 1185 AVENUE OF THE AMERICAS 38TH FLOOR NEW YORK NY 10036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOEL SHAPIRO 130 EAST 67TH STREET NEW YORK NY 10065 PRESIDENT 1.00 0 0 0 IVY CREWDSON 130 EAST 67TH STREET NEW YORK NY 10065 VICE PRESIDENT 3.00 0 0 0 THOMAS CONLEY ROLLINS 75 LOW ROAD SHARON CT 06069 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2381801 85351 0 2467152 0 0 2467152 37007 2430145 121507 121507 510 510 120997 0 120997 0 120997 4635 0 4635 120997 0 0 225306 225306 4635 0 0 0 4635 0 116362 116362 108944 0 0 0 0 0 0 0 108944 108944 JOEL SHAPIRO X 0 0 14 1611 14 28518 18 17955 0 48084 0 48084 0 0 0 0 0 0 0 0 0 0 14 ABBVIE INC 2110 2170 22 ACCENTURE 3472 7720 46 BRISTOL-MYERS SQUIBB CO 2514 2360 132 COMCAST 4752 5788 40 CONOCOPHILLIPS 3929 4643 5 DEERE & CO 1887 1999 10 HCA HEALTHCARE INC 2581 2707 16 HOME DEPOT INC 3222 5545 43 INTERCONTINENTAL EXCHANGE 4524 5522 11 INTUIT INC 4489 6875 245 KENVUE INC 5228 5275 7 LAM RESEARCH CORP 2220 5483 23 MARSH & MCLENNAN 1914 4358 16 MASTERCARD INC 5383 6824 23 MCDONALD'S 3864 6820 37 MICROSOFT CORP 3813 13913 68 MORGAN STANLEY 5418 6341 79 NEXTERA ENERGY INC 3358 4798 43 NIKE INC 2791 4669 23 NXP SEMICONDUCTORS NV 3868 5283 32 PEPSICO INC 3715 5435 56 PHILIP MORRIS INTERNATIONAL 5324 5268 13 ROCKWELL AUTOMATION INC 2828 4036 6 S&P GLOBAL INC 2093 2643 18 SHERWIN-WILLIAMS 2533 5614 18 STRYKER CORP 5005 5390 39 TEXAS INSTRUMENTS INC 4191 6648 15 TRACTOR SUPPLY COMPANY 3005 3225 15 UNION PACIFIC CORP 2420 3684 21 UNITEDHEALTH GROUP INC 5257 11056 43 ACCENTURE 8424 15089 291 ADVANTEST CORP-SPON ADR 10424 9821 1372 ADYEN NV 19945 17671 50 AON PLC 10986 14551 162 ARCH CAPITAL GROUP LTD 11821 12032 28 ASM INTERNATIONAL 10283 14538 25 ASML HOLDING 4250 18923 187 ASTRAZENECA PLC 12183 12594 591 ATLAS 6779 10171 87 ATLASSIAN CORP PLC 22957 20694 259 BAE SYSTEMS PLC 13558 14975 142 CANADIAN NATURAL RESOURCES 9413 9304 309 CANADIAN PACIFIC RAILWAY 13715 24430 330 COMPASS GROUP PLC 9094 9177 27 EPAM SYSTEMS INC 11885 8028 113 EVOLUTION GAMING GROUP 18733 13493 321 EXPERIAN 7290 13078 77 FERGUSON PLC 11398 14866 65 FERRARI 10165 21998 507 ICICI BANK LTD- 11325 12087 77 ICON PLC 14933 21796 127 LOREAL 11759 12625 30 LINDE PLC 10064 12321 80 LVMH MOET HENNESSY 4721 12996 13 MERCADOLIBRE INC 18533 20430 107 NESTLE 9193 12372 256 NOVO-NORDISK 13780 26483 316 SAFRAN SA 13911 13945 245 SCHNEIDER ELECT SE-UNSP ADR 7702 9856 59 STERIS PLC 6704 12971 72 THOMSON REUTERS CORPORATION 8252 10528 287 UBS GROUP 8891 8868 74 WASTE CONNECTIONS INC 10534 11046 175 ADOBE SYSTEMS INC 16450 104405 600 ALPHABET INC. 16631 84558 250 AMERICAN EXPRESS CO 15022 46835 600 APPLE INC. 8707 115518 830 BANK OF AMERICA 25090 27946 150 BERKSHIRE HATHAWAY INC 12125 53499 1700 BOEING CO 133136 443122 300 CITIGROUP 18065 15432 500 DELTA AIR LINES INC. 20309 20115 100 FEDEX CORP 12575 25297 20 GARRETT MOTION INC 278 193 250 GILEAD SCIENCES INC. 19727 20253 100 GOLDMAN SACHS GROUP INC. 24280 38577 205 HOME DEPOT INC. 35562 71043 200 HONEYWELL INTERNATIONAL INC. 24814 41942 175 JOHNSON & JOHNSON INC. 10880 27430 1825 JP MORGAN CHASE 35880 310433 450 LULULEMON ATHLETICA INC. 23099 230081 125 M&T BANK CORP 20504 17135 200 MADISON SQUARE GARDEN 17693 21362 200 MARRIOTT INTL 21106 45102 400 MICROSOFT CORP 11417 150416 690 PFIZER 23861 19865 33 RESIDEO TECHNOLOGIES 746 621 450 STARBUCKS CORP 24354 43205 85 VIATRIS INC 1309 921 300 VISA INC. 13780 78105 250 WALT DISNEY CO. 14176 22573 100 SPHERE ENTERTAINMENT CO 2491 3396 NYS FILING FEES 250 0 250 EXTENSION FEDERAL TAX 1000 1000 0 MANAGEMENT FEES - JP MORGAN 5304 5304 0 PROFESSIONAL FEES 8770 4385 4385 FOREIGN TAXES 678 678 0