2025-04-07T18:53:13+00:00 2024-06-30 440160260 Forvis Mazars LLP 135 West 50th Street New York NY 10020 990PF 2023-07-01 133993856 The James Marston Fitch Charitable Foundation Inc JAME 2076509326 PO Box 3 Millwood NY 10546 Rachel Levy Executive director 2076509326 2025-04-07 true true Aaron Shapiro P01333816 2128127000 2025-04-07 2023 2025-03-06 01:10:19Z X X 933967 X 23250 X 5 5 29781 29781 48037 102442 48037 0 0 0 0 0 0 101073 77823 0 24500 490 24010 0 0 0 0 2625 1313 0 1312 26162 26162 0 0 2244 199 0 0 0 0 0 4226 2113 2113 2114 1058 0 1056 61871 31335 0 28491 20000 20000 81871 31335 0 48491 19202 46488 0 10060 17902 17902 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 212037 219808 568668 0 0 0 0 0 0 326206 374507 347397 0 0 0 0 0 0 0 548303 612217 933967 0 0 0 0 0 0 X 548303 612217 548303 612217 548303 612217 548303 19202 44712 612217 0 612217 Sales in 07/23 - LT - Detail Available Upon Request P 2020-05-28 2023-07-31 10407 2229 8178 0 8178 Sales in 10/23 - LT - Detail Available Upon Request P 2011-10-27 2023-10-02 5 7 -2 0 -2 Sales in 11/23 - ST - Detail Available Upon Request P 2023-05-31 2023-11-24 23974 23392 582 0 582 Sales in 02/24 - ST - Detail Available Upon Request P 2023-05-16 2024-02-20 10000 9881 119 0 119 Sales in 04/24 - ST - Detail Available Upon Request P 2023-05-16 2024-04-01 10000 9913 87 0 87 Sales in 04/24 - LT - Detail Available Upon Request P 2020-05-28 2024-04-25 48056 8983 39073 0 39073 48037 0 646 646 646 0 548 548 98 0 false false false false false false false true true NY true false false false false true www.fitchfoundation.org Rachel Levy 2076509326 PO Box 3 Millwood NY 10546 false false false false false false false false false false false false false false false false false false false false false Cristiana Pena PO Box 3 Millwood NY 10546 Executive Director 8.000 24500 0 0 Anne Van Ingen PO Box 3 Millwood NY 10546 Chair 3.000 0 0 0 Amy Freitag PO Box 3 Millwood NY 10546 Vice Chair 0.500 0 0 0 Will Tippens PO Box 3 Millwood NY 10546 Secretary 0.500 0 0 0 Ed Mohylowski PO Box 3 Millwood NY 10546 Treasurer 0.500 0 0 0 Angel Ayn PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Fred Bland PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Glenn Boornazian PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Mary Dierickx PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 William Higgins PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Nancy Hudson PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 John Kerr PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Holly Leicht PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Elizabeth Olsen PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Theodore Prudon PO Box 3 Millwood NY 10546 Trustee 0.500 0 0 0 Martica Sawin PO Box 3 Millwood NY 10546 Trustee (through 6/8/24) 0.500 0 0 0 0 863415 24173 0 887588 0 887588 13314 874274 43714 43714 646 646 43068 43068 43068 48491 0 0 48491 43068 29301 235 33118 40215 102869 48491 0 0 0 43068 5423 0 108292 0 0 0 0 0 29301 78991 235 33118 0 40215 5423 X Naomi Hersson-Ringskog 6 Grand Street Newburgh NY 12550 None I Supported a pilot project to reactivate a building shell for interim use, with and for the community, located in Newburgh, NY 7500 Katherine Wonson PO Box 362 Wilson WY 83014 None I study and propose solutions for the problem of ineffective preservation maintenance planning for National Park Service historic assets 5000 Gorham Bird 2529 Sophia Court Auburn AL 36830 None I measure and represent the environmental and economic benefits of historic preservation and adaptive reuse of historic buildings through a detailed study of the Rosenwald school site in Bullock County, AL 5000 Liz McEnaneyFullerton Center 6 Grand Street Newburgh NY 12550 None I Supported a pilot project to reactivate a building shell for interim use, with and for the community, located in Newburgh, NY 2500 20000 0 14 5 14 29781 18 48037 0 77823 0 77823 false false false false false false false false false false Accounting Fees 2625 1313 1312 ABBVIE INC COM 7362 21097 APPLE INC 5417 80246 BERKSHIRE HATHAWAY INC NEW CL B 5619 25222 BLACKSTONE INC CL A 38635 61281 CHEESECAKE FACTORY INC 3670 3929 CISCO SYSTEMS INC 9743 13635 DUKE ENERGY CORP NEW 4610 7517 ENBRIDGE INC CAD 14924 16016 ESSENTIAL UTILS INC 5351 8997 EXXON MOBIL CORP 12460 17959 GENL MILLS INC 2730 4049 INTEL CORP 10039 11583 JOHNSON & JOHNSON COM 4441 10231 KELLANOVA 3649 3576 MERCK & CO INC COM 8108 18199 MICROSOFT CORP 4908 85367 NEXTERA ENERGY INC COM 12542 34201 ON HLDG AG CL A CHF 6596 7760 ORGANON & CO 5034 3892 PHILIP MORRIS INTL INC 13239 15706 PROCTER & GAMBLE CO 5859 12699 RAYTHEON 0 0 RIO TINTO PLC SPON ADR 8141 10483 RTX CORP 3215 6425 SMUCKER J M CO NEW 3259 3271 STARBUCKS CORP 3447 4593 STRYKER CORP 3065 19734 WASTE MGMT INC NEW 4507 28161 XYLEM INC 6490 29160 3M CO 2748 3679 KELLOGG CO 0 0 WISDOMTREE EMERG SMALLCAP FMV 3051 3858 PIMCO DYNAMIC CREDIT INCOME FD FMV 12141 10421 WESTERN ASSET INVT GRADE FMV 5693 4799 DOUBLELINE TOTAL RETURN FMV 60022 48884 DOUBLELINE CORE FIXED INCOME FMV 36070 30728 THOMPSON BOND FUND FMV 72349 66803 BANK OF AMERICA CORP FMV 0 0 WELLS FARGO & CO NEW SER Y CL FMV 10520 9384 PIMCO INCOME FUND FMV 29320 25838 GOLDMAN SACHS GROUP INC FMV 0 0 CITIGROUP INC FMV 14788 14969 BANK OF AMER CORP MED TERM FMV 9878 9975 PIMCO ACCESS INCOME FUND FMV 4190 4743 PIMCO DYNAMIC INC OPPOR FUND FMV 6419 6645 EATON VANCE FLOATING RATE ADVG FMV 28593 28998 BANK OF AMER CORP PREF CLBL FMV 4634 4390 JPM CHASE & CO. SER EE FMV 17513 17570 MORGAN STANLEY SER P PREF CLBL FMV 10416 10440 BLACKROCK RESOURCES & COMMODITIES FMV 3674 3713 JPMORGAN CHASE BK DE US FMV 19998 19998 BLACKSTONE PRIVATE CRDT 0BP FMV 25238 25241 Office Expenses 899 450 449 Banking/PayPal Fees 327 164 163 Miscellaneous 888 444 444 Timing Differences 44712 Investment Management Fees 26162 26162 Federal Tax 2045 Foreign Taxes Paid 199 199