2024-01-24T08:15:05-06:00 2022-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2022-02-22 880845968 Mount Holly Chartable Foundation % Foundation Source MOUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 ted mccourtney president 8008391754 2024-01-11 true ted mccourtney 999009999 Jeffrey D Haskell P01345770 8008391754 2022 2023-04-26 12:10:37Z X X X 2669635 X 3183959 1193 1193 543 543 250000 0 3185695 1736 0 1724 1724 15215 15215 16939 1724 15215 500000 500000 516939 1724 515215 2668756 12 12202 12202 2656554 2657433 0 2668756 2669635 0 0 X 2668756 0 2668756 0 2668756 0 2668756 2668756 2668756 Publicly-traded Securities 250000 250000 0 0 0 0 0 0 false false false false false false true true true DE NY true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Chris McCourtney Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Tracy McCourtney Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Theo Henry McCourtney III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Theo Henry McCourtney Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Lindsey McPhee Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ashley Murphy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, Dir 1.0 0 0 0 286982 170980 0 457962 0 457962 6869 451093 19341 19341 0 0 19341 19341 19341 515215 0 0 0 0 515215 19341 2020 2019 2018 515215 19341 495874 495874 0 495874 495874 THEO HENRY MCCOURTNEY JR Tracy McCourtney X BRIDGE FUND OF NEW YORK INC 271 MADISON AVE STE 907 NEW YORK NY 10016 N/A PC The Bridge Fund of Westchester County, NY 10000 BROOKLYN JESUIT PREP 925 E 37TH ST BROOKLYN NY 11210 N/A PC General & Unrestricted 15000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK 1011 1ST AVE NEW YORK NY 10022 N/A PC General & Unrestricted 10000 CATHOLIC RELIEF SERVICES INC 228 W LEXINGTON ST BALTIMORE MD 21201 N/A PC General & Unrestricted 25000 CHILD CARE COUNCIL OF WESTCHESTER INC 313 CENTRAL PARK AVE SCARSDALE NY 10583 N/A PC General & Unrestricted 45000 COMMUNITY CENTER OF NORTHERN WESTCHESTER INC 84 BEDFORD RD KATONAH NY 10536 N/A PC General & Unrestricted 20000 CORNELIA CONNELY CENTER FOR EDUCATION 220 E 4TH ST NEW YORK NY 10009 N/A PC General & Unrestricted 35000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC PO BOX 3886 NEW YORK NY 10163 N/A PC General & Unrestricted 35000 FRIENDS OF KAREN INC 118 TITICUS RD NORTH SALEM NY 10560 N/A PC General & Unrestricted 10000 GLOBALGIVING FOUNDATION INC 1 THOMAS CIR NW SUITE 800 WASHINGTON DC 20005 N/A PC Ukraine Crisis Relief Fund 15000 GRACE ACADEMY INC 277 MAIN ST HARTFORD CT 06106 N/A PC General & Unrestricted 70000 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 21741 N/A PC Memorial Sloan Kettering Cancer Center in New York, NY 5000 NORTHERN WESTCHESTER HOSPITAL ASSOCIATION 400 EAST MAIN ST MOUNT KISCO NY 10549 N/A PC General & Unrestricted 10000 NPH-USA 134 N LA SALLE ST 500 CHICAGO IL 60602 N/A PC One Family Program at NPH Honduras 100000 PROMISE PROJECT INC 121 AVE OF THE AMERICAS FL 6 NEW YORK NY 10013 N/A PC General & Unrestricted 45000 SANCTUARY FOR FAMILIES INC PO BOX 1406 WALL STREET STA NEW YORK NY 10268 N/A PC General & Unrestricted 20000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 5000 VIOLENCE POLICY CENTER 1025 CONNECTICUT AVE NW STE 1210 WASHINGTON DC 20036 N/A PC General & Unrestricted 25000 500000 14 1193 14 543 1736 1736 false false false false false false false false false false X X 1 McCourtney Jr Theo Henry 200 Katonah Avenue Katonah NY 105362175 525000 X 2 McCourtney Family CLAT 200 Katonah Avenue Katonah NY 105362175 2656554 X X 2 MICROSOFT CORP MSFT, 2180 SH. 526633 2022-12-30 2 JOHNSON & JOHNSON JNJ, 1530 SH. 271108 2022-12-30 2 INTEL CORP INTC, 4370 SH. 116766 2022-12-30 2 CISCO SYSTEMS INC CSCO, 6970 SH. 332330 2022-12-30 2 IDEXX CORP IDXX, 680 SH. 278599 2022-12-30 2 CVS CAREMARK CORP CVS, 2050 SH. 190589 2022-12-30 2 APPLE INC AAPL, 4620 SH. 589212 2022-12-30 2 CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 1340 SH. 170589 2022-12-30 2 COGNEX CORPORATION CGNX, 3800 SH. 180728 2022-12-30 APPLE INC 589212 600277 CHECK POINT SOFTWARE TECHNOLOG 170589 169054 CISCO SYSTEMS INC 332330 332051 COGNEX CORPORATION 180728 179018 CVS CAREMARK CORP 190589 191040 IDEXX CORP 278599 277413 INTEL CORP 116766 115499 JOHNSON & JOHNSON 271108 270274 MICROSOFT CORP 526633 522807 As explained below, the Foundation has no plans for dissolution. This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: Typically, a finding of a substantial contraction of assets is made by reference to the fair market value of a foundation's net assets on the first day of its calendar year. However, the taxable year ending December 31, 2022 was the year in which the Foundation received its initial endowment and the finding of a substantial contraction in this case was made by reference to the fair market value of the Foundation's assets on the date that it received its initial endowment. Accordingly, the degree of contraction of the Foundation's net assets may have been exaggerated. During the taxable year ending December 31, 2022, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $500,000. This amount represents 25% or more of the Foundation's net assets of $500,000 (as measured by fair market value) on the day that the Foundation received its initial endowment in the Foundation's taxable year ending December 31, 2022. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 8389 8389 Administrative Set-Up Fee 5400 5400 Delaware Incorporation Fees 500 500 IRS Application Fees 600 600 Postage/Delivery Service 326 326 Investment Management Services 1724 1724 McCourtney Jr Theo Henry 200 Katonah Avenue Katonah NY 105362175 McCourtney Family CLAT 200 Katonah Avenue Katonah NY 105362175 MCCOURTNEY TRACY 200 KATONAH AVENUE KATONAH NY 105362175