2024-09-30T13:05:19-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2023-01-01 061157888 STANLEY FAMILY FOUNDATION STAN 9142606358 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 STEPHEN J JONES EXECUTIVE DIRECTOR 9142606358 2024-09-13 1 1 LAURA J KENNEY P00202198 6177170831 2024-09-16 2023 2024-10-15 13:58:12Z X 644993184 X X 681663 176067 11645991 11290340 22254881 29800000 9052053 17332936 0 51915471 20518460 0 0 0 243 0 243 77087 28205 43218 91667 9167 82500 3720368 0 0 25709 0 16517 69358 18821 0 3984432 56193 142478 58300000 58300000 62284432 56193 58442478 -10368961 20462267 1947621 2535296 2535296 2121676 91563 91563 358133723 355013938 465844195 198660431 193295973 175088687 3063355 3044533 1433443 563926806 553981303 644993184 50621 474079 50621 474079 X 0 0 0 0 563876185 553507224 563876185 553507224 563926806 553981303 563876185 -10368961 0 553507224 0 553507224 PUBLICLY TRADED SECURITIES 29800000 20747947 9052053 9052053 9052053 284426 0 284426 0 284426 290000 0 50000 0 340000 X 910 54664 54664 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CT NY 1 0 0 1 0 1 N/A STEPHEN J JONES 9142606358 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 MARY MELISSA JAMULA 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 TRUSTEE 1.00 0 0 0 JONATHAN A STANLEY 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 TRUSTEE 1.00 0 0 0 ANN P ROGERS 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 TRUSTEE 1.00 0 0 0 STEPHEN J JONES 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 EXECUTIVE DIRECTOR 5.00 0 0 0 NONE 0 ROCKVIEW LLC 430 CENTRAL AVENUE BRIARCLIFF MANOR NY 10510 BUSINESS CONSULTING 91667 0 0 517468909 2677711 100137060 620283680 0 0 620283680 9304255 610979425 30548971 30548971 284426 2725894 3010320 27538651 0 27538651 0 27538651 58442478 0 58442478 27538651 0 0 31376922 57344573 8985136 30924771 128631402 58442478 0 0 0 27538651 30903827 0 0 159535229 0 0 0 0 0 0 31376922 128158307 57344573 8985136 30924771 30903827 X ALVERNIA UNIVERSITY 400 ST BERNADINE ST READING PA 19606 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 BREAST CANCER SUPPORT SERVICES OF THE BERKS 529 REDDING AVE SUITE C WEST READING PA 19611 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 BUILDING ONE COMMUNITY 75 SELLECK STREET STAMFORD CT 06902 PC TO SUPPORT THE ORGANIZATION'S MISSION 15000 CENTER FOR WELL BEING CENTRO-BIENESTAR 30 MYANO LANE SUITE 20 STAMFORD CT 06902 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 EAGLE HILL FOUNDATION 45 GLENVILLE ROAD GREENWICH CT 06831 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 FOUNDATION FOR READING AREA COMMUNITY COLLEGE 10 SOUTH SECOND STREET PO BOX 1706 READING PA 19603 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 HORIZONS AT NEW CANAAN COUNTRY SCHOOL 635 FROGTOWN ROAD NEW CANAAN CT 06840 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 HORIZONS AT NORWALK COMMUNITY COLLEGE PO BOX 244 NORWALK CT 06853 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 LAUREL HOUSE 1616 WASHINGTON BLVD STAMFORD CT 06902 PC TO SUPPORT THE ORGANIZATION'S MISSION 15000 LET'S GET READY 50 BROADWAY 25TH FLOOR NEW YORK NY 10004 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 OXFAM 77 NORTH WASHINGTON ST SUITE 500 BOSTON MA 02114 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 PARKINSON'S BODY AND MIND PO BOX 5032 GREENWICH CT 06831 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 READING EDUCATION FOUNDATION 800 WASHINGTON ST READING PA 19601 PC TO SUPPORT THE ORGANIZATION'S MISSION 55000 SPRING GARDEN CDC 601 N 17TH STREET PHILADELPHIA PA 19130 PC TO SUPPORT THE ORGANIZATION'S MISSION 20000 ST MARTIN DE PORRES ACADEMY 208 COLUMBUS AVENUE NEW HAVEN CT 06519 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 THE BROAD INSTITUTE 75 AMES STREET CAMBRIDGE MA 02142 PC TO SUPPORT PSYCHIATRIC MEDICAL RESEARCH 57500000 TREATMENT ADVOCACY CENTER 200 N GLEBE ROAD SUITE 801 ARLINGTON VA 22203 PC TO SUPPORT THE ORGANIZATION'S MISSION 600000 WILDLIFE CONSERVATION SOCIETY 2300 SOUTHERN BLVD BRONX NY 10460 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 58300000 0 904001 505596 14 176067 904001 355651 14 11290340 904001 13202828 18 9052053 MBI, INC. 904001 17291368 01 41568 31355443 20560028 0 51915471 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 77087 28205 43218 ADDITIONAL INFORMATION PART VI-A, LINE 11 TOTAL OWNERSHIP OF MBI, INC. FROM SCHEDULE K-1 FOR FYE 9/30/23 IS 71.291832%, MADE UP OF THE FOLLOWING VOTING AND NON-VOTING SHARES:71.177% OF NON-VOTING OWNERSHIP THAT IS A RESULT OF GIFTS FROM FOUNDER:1/15/2015 18,500 SHARES6/15/2015 18,500 SHARES10/1/2015 40,000 SHARES12/10/2018 14,575 SHARES0.115% OF VOTING OWNERSHIP THAT IS A RESULT OF GIFTS FROM FOUNDER:12/10/2018 149 SHARES VG SHORT TERM BONDS 62799407 60055581 VG INT GRADE BONDS 66652255 58315522 VANGUARD - GNMA 63844311 56717584 MBI, INC. STOCK 143261879 98703517 VANGUARD ST MKT FUND 211751959 367140578 TEMPERO BIO PREFERRED SHARES 100 100 HEPTARES AT COST 3044533 1433443 LEGAL FEES 243 0 243 HEPTARES WRITE-OFF 18821 18821 0 MBI, INC. K-1 CONTRIBUTIONS 50537 0 0 MBI, INC. 17332936 17332936 CONSULTING FEES 91667 9167 82500 TAX EXPENSE 3557351 0 0 FOREIGN TAXES 163017 0 0 MBI INC 501 MERRITT 7 NORWALK CT 06851 060902721 FOUNDATION RECEIVED DISTRIBUTION OF $21,555,140 FROM MBI, INC. IN 9/30/2023. 0 21555140 MBI INC 501 MERRITT 7 NORWALK CT 06851 060902721 FOUNDATION HAD NO TRANSFERS TO MBI, INC. IN 9/30/2023. 0 0