2025-10-10T14:38:40-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990PF 2024-01-01 061157888 STANLEY FAMILY FOUNDATION STAN 9142606358 430 CENTRAL DRIVE BRIARCLIFF MANOR NY 10510 STEPHEN J JONES EXECUTIVE DIRECTOR 9142606358 2025-07-01 1 1 LAURA J KENNEY P00202198 6177170831 2025-10-09 2024 2025-03-06 01:10:19Z X 691727275 X X 829476 74285 13026160 12588074 28402658 55900000 28399841 14387092 0 56645386 41062200 0 0 0 74330 26503 20043 118750 11875 97500 2238361 0 0 30205 0 47982 48553 0 0 2510199 38378 165525 60800000 60800000 63310199 38378 60965525 -6664813 41023822 2535296 25954967 25954967 91563 49515 49515 355013938 324686481 491223677 193295973 193295973 173065673 3044533 3044533 1433443 553981303 547031469 691727275 474079 189058 474079 189058 X 0 0 0 0 553507224 546842411 553507224 546842411 553981303 547031469 553507224 -6664813 0 546842411 0 546842411 PUBLICLY TRADED SECURITIES 55900000 27500159 28399841 28399841 28399841 570231 0 570231 0 570231 604664 0 150000 0 754664 X 0 184433 184433 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 146200 0 0 565754423 10063155 102522033 678339611 0 0 678339611 10175094 668164517 33408226 33408226 570231 1762356 2332587 31075639 0 31075639 0 31075639 60965525 0 60965525 31075639 0 0 57344573 8985136 30924771 30903827 128158307 60965525 0 0 0 31075639 29889886 0 0 158048193 0 0 0 0 0 0 57344573 100703620 8985136 30924771 30903827 29889886 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 417 SHIPPAN AVENUE 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 DIGNITY GROWS NATIONAL 40 WOODLAND ST HARTFORD CT 06105 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 EAGLE HILL FOUNDATION 45 GLENVILLE ROAD GREENWICH CT 06831 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 FOUNDATION FOR READING AREA COMMUNITY COLLEGE 10 SOUTH SECOND STREET PO BOX 1706 READING PA 19603 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 HORIZONS CT STATE NORWALK 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 82 NASSAU STREET 61819 NEW YORK NY 10038 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 MERCY LEARNING CENTER 637 PARK AVENUE BRIDGEPORT CT 06604 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 NORWALK COMMUNITY COLLEGE FOUNDATION 88 RICHARDS AVENUE NORWALK CT 06854 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 READING EDUCATION FOUNDATION 800 WASHINGTON ST READING PA 19601 PC TO SUPPORT THE ORGANIZATION'S MISSION 35000 SPACE ON RYDER FARM 406 STARR RIDGE ROAD BREWSTER NY 10509 PC TO SUPPORT THE ORGANIZATION'S MISSION 5000 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 60000000 THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET PHILADELPHIA PA 19107 PC TO SUPPORT THE ORGANIZATION'S MISSION 10000 TREATMENT ADVOCACY CENTER 200 N GLEBE ROAD SUITE 801 ARLINGTON VA 22203 PC TO SUPPORT THE ORGANIZATION'S MISSION 600000 60800000 0 904001 755191 14 74285 904001 438086 14 12588074 904001 2817 18 28399841 MBI, INC. 904001 14360521 01 26571 15556615 41088771 0 56645386 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 74330 26503 20043 ADDITIONAL INFORMATION PART VI-A, LINE 11 TOTAL OWNERSHIP OF MBI, INC. FROM SCHEDULE K-1 FOR FYE 9/30/24 IS 70.421497%, MADE UP OF THE FOLLOWING VOTING AND NON-VOTING SHARES:70.307% 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 SHARES0.114% OF VOTING OWNERSHIP THAT IS A RESULT OF GIFTS FROM FOUNDER:12/10/2018 149 SHARES VG SHORT TERM BONDS 62799407 60233964 VG INT GRADE BONDS 66652255 57509317 VANGUARD - GNMA 63844311 55322392 MBI, INC. STOCK 140434579 101088490 VANGUARD ST MKT FUND 184251802 390135087 TEMPERO BIO PREFERRED SHARES 100 100 HEPTARES AT COST 3044533 1433443 MBI, INC. K-1 CONTRIBUTIONS 48553 0 0 MBI, INC. 14387092 14387092 CONSULTING FEES 118750 11875 97500 TAX EXPENSE 2221227 0 0 FOREIGN TAXES 17134 0 0 MBI INC 501 MERRITT 7 NORWALK CT 06851 060902721 FOUNDATION RECEIVED DISTRIBUTION OF $18,344,800 FROM MBI, INC. IN 9/30/2024. 0 18344800 MBI INC 501 MERRITT 7 NORWALK CT 06851 060902721 FOUNDATION HAD NO TRANSFERS TO MBI, INC. IN 9/30/2024. 0 0