2025-10-08T08:10:48-05:00 2024-12-31 113266576 GRASSI & CO CPA'S PC 50 JERICHO QUADRANGLE SUITE 200 JERICHO NY 11753 990PF 2024-01-01 136878848 THE MICHAEL & DUDLEY DELBALSO CHARITABLE TRUST MICH 2124211000 115 CENTRAL PARK WEST 8D NEW YORK NY 10023 MICHAEL DEL BALSO TRUSTEE 2124211000 2025-09-11 1 1 MELISSA GONZALEZ P00716195 5162563500 2025-09-11 2024 2025-03-06 01:10:19Z X 12225294 X 7860 185619 185619 246644 304092 246644 440123 432263 0 0 0 3000 1500 1500 750 0 0 3750 1500 1500 1865548 1865548 1869298 1500 1867048 -1429175 430763 180350 131570 131570 385154 387203 387203 4676714 4178291 11706521 5242218 4697064 12225294 0 0 X 5242218 4697064 5242218 4697064 5242218 4697064 5242218 -1429175 955443 4768486 71422 4697064 CROWN CASTLE 2011-06-29 2024-04-08 201019 57448 143571 143571 CAPITAL GAINS DIVIDENDS P 103073 103073 103073 246644 5988 0 5988 0 5988 321 0 6000 0 6321 X 117 216 216 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A MICHAEL DELBALSO CO JENNISON ASSOC 2124211000 466 LEXINGTON AVE NEW YORK NY 10017 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL DELBALSO 115 CENTRAL PARK WEST APT 8D NEW YORK NY 10023 TRUSTEE 1.00 0 0 0 DUDLEY DELBALSO 115 CENTRAL PARK WEST APT 8D NEW YORK NY 10023 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 12418094 412024 0 12830118 0 0 12830118 192452 12637666 631883 631883 5988 5988 625895 0 625895 0 625895 1867048 0 1867048 625895 0 0 1656 151522 161100 314278 1867048 0 0 0 625895 1241153 0 0 1555431 0 0 0 0 0 0 0 1555431 1656 151522 161100 1241153 MICHAEL DELBALSO X 564 PARK AVE PRESERVATION FUND 564 PARK AVE NEW YORK NY 10065 NONE PUBLIC CHARITY 501 ( CULTURAL 1000 BERKELEY ART MUSEUM 2155 CENTER ST BERKELY CA 94720 NONE PUBLIC CHARITY 501 ( CULTURAL 10000 BUCKLEY SCHOOL 113 E 73RD STREET NEW YORK NY 10021 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 3000 CENTRAL PARK CONSERVANCY 830 FIFTH AVENUE NEW YORK NY 10021 NONE PUBLIC CHARITY 501 ( ENVIRONMENTAL 25000 CHINATI FOUNDATION 1 CAVALRY ROW MARFA TX 79843 NONE PUBLIC CHARITY 501 ( CULTURAL 5000 DAVID IRELAND HOUSE 500 CAPP STREET SAN FRANCISCO CA 94110 NONE PUBLIC CHARITY 501 ( CULTURAL 2000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 100015004 NONE PUBLIC CHARITY 501 ( SOCIAL 5000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND PO BOX 3886 NEW YORK NY 10163 NONE PUBLIC CHARITY 501 ( SOCIAL 15000 FRICK COLLECTION 1 E 70TH ST NEW YORK NY 10021 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 1000 GOD'S LOVE WE DELIVER 166 AVENUE OF THE AMERICAS NEW YORK NY 10013 NONE PUBLIC CHARITY 501 ( SOCIAL 10000 GREENWICH ACADEMY 200 N MAPLE AVENUE GREENWICH CT 06830 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 10000 HEART (HUMANE EDUCATION ADVOCATES) PO BOX 738 MAMARONECK NY 10543 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 15000 JUILLIARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 40000 LA GRUA CENTER 32 WATER STREET STONINGTON CT 06378 NONE PUBLIC CHARITY 501 ( CULTURAL 5000 LAWRENCEVILLE SCHOOL PO BOX 6125 LAWRENCEVILLE NJ 08648 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 20000 MARIN ART & GARDEN CENTER 30 SIR FRANCIS DRAKE BLVD ROSS CA 94957 NONE PUBLIC CHARITY 501 ( ENVIRONMENTAL 25000 MARIN COUNTRY DAY SCHOOL 5221 PARADISE DR CORTE MADERA CA 94925 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 5000 MEMORIAL SLOAN KETTERING 1275 YORK AVENUE NEW YORK NY 10065 NONE PUBLIC CHARITY 501 ( MEDICAL 10000 METROPOLITAN MUSEUM OF ART 1000 5TH AVENUE NEW YORK NY 10028 NONE PUBLIC CHARITY 501 ( CULTURAL 963648 METROPOLITAN OPERA 30 LINCOLN CENTER NEW YORK NY 10023 NONE PUBLIC CHARITY 501 ( CULTURAL 5000 MOTHERS OUT FRONT ROCHESTER ROCHESTER NY 14603 NONE PUBLIC CHARITY 501 ( SOCIAL 5000 MT TAM SCHOOL 100 HARVARD AVE MILL VALLEY CA 94941 NONE PUBLIC CHARITY 501 ( EDUCATION 10000 MUSEUM OF MODERN ART - CAC 11 W 53RD ST NEW YORK NY 10019 NONE PUBLIC CHARITY 501 ( CULTURAL 11500 MUSEUM OF MODERN ART ANNUAL FUND 11 W 53RD ST NEW YORK NY 10019 NONE PUBLIC CHARITY 501 ( CULTURAL 30000 NATURAL RESOURCES DEFENSE COUNCIL 40 W 20TH ST NEW YORK NY 10011 NONE PUBLIC CHARITY 501 ( ENVIRONMENTAL 15000 NEW MUSEUM 235 BOWERY NEW YORK NY 10002 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 7500 NY BOTANICAL GARDEN NYBG 2900 SOUTHERN BLVD NEW YORK NY 10458 NONE PUBLIC CHARITY 501 ( ENVIRONMENTAL 5000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 15000 PRINT CENTER OF NEW YORK 535 WEST 24TH STREET NEW YORK NY 10011 NONE PUBLIC CHARITY 501 ( CULTURAL 10000 SACRED MUSIC IN A SACRED SPACE 980 PARK AVENUE NEW YORK NY 10028 NONE PUBLIC CHARITY 501 ( SOCIAL 1000 SADIE NASH LEADERSHIP PROJECT 4 W 43RD ST 502 NEW YORK NY 10036 NONE PUBLIC CHARITY 501 ( SOCIAL 5000 SAGE SCHOOL 171 MECHANIC STREET FOXBORO MA 02035 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 1000 SAN FRANCISCO MUSEUM OF MODERN ART 151 THIRD STREET SAN FRANCISCO CA 94103 NONE PUBLIC CHARITY 501 ( ENVIRONMENTAL 20000 SANCTUARY FOR FAMILIES PO BOX 1406 WALL STREET STATION NEW YORK NY 10268 NONE PUBLIC CHARITY 501 ( CULTURAL 103507 SKIDMORE COLLEGE 815 NORTH BROADWAY SARATOGA SPRINGS NY 12866 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 10000 SOLOMON R GUGGENHEIM MUSEUM 1071 FIFTH AVENUE NEW YORK NY 10128 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 10000 STERN GROVE FESIVAL 832 FOLSOM STREET SUITE 1000 SAN FRANCISCO CA 94107 NONE PUBLIC CHARITY 501 ( CULTURAL 5000 STONINGTON COMMUNITY CENTER PO BOX 18 STONINGTON CT 06378 NONE PUBLIC CHARITY 501 ( SOCIAL 1000 STONINGTON FREE LIBRARY PO BOX 232 STONINGTON CT 06378 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 15000 STONINGTON HISTORICAL SOCIETY PO BOX 103 STONINGTON CT 06378 NONE PUBLIC CHARITY 501 ( CULTURAL 3000 STONINGTON VILLAGE IMPROVEMENT ASSOCIATION PO BOX 268 STONINGTON CT 06378 NONE PUBLIC CHARITY 501 ( SOCIAL 1000 STUDIO MUSEUM 144 WEST 125TH ST NEW YORK NY 10027 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 5000 TRUST FOR PUBLIC LAND PO BOX 889336 LOS ANGELES CA 900889336 NONE PUBLIC CHARITY 501 ( CULTURAL 315087 WHITNEY MUSEUM OF ART 99 GANSEVOORT ST NEW YORK NY 10014 NONE PUBLIC CHARITY 501 ( CULTURAL 10000 WOODWELL CLIMATE RESEARCH CENTER 149 WOODS HOLE ROAD FALMOUTH MA 02540 NONE PUBLIC CHARITY 501 ( RESEARCH 50306 YALE ALUMNI FUND 157 CHURCH STREET NEW HAVEN CT 06510 NONE PUBLIC CHARITY 501 ( EDUCATIONAL 25000 1865548 0 14 185619 18 246644 0 432263 0 432263 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL DELBALSO 115 CENTRAL PARK WEST APT 8D NEW YORK NY 10023 7860 X ACCOUNTING FEE 3000 1500 1500 JPMORGAN CHASE BANK 1577289 5355515 CHARLES SCHWAB 1899253 4867775 PRUDENTIAL JENNISON FUNDS 701749 1483231 OTHER BOOK/TAX DIFFERENCES 71422 FILING FEES 750 0 0 COST TO FMV DIFFERENCE ON DONATED SECURITIES 955443