2025-11-11T14:26:18-06:00 2024-12-31 204126128 LACHMAN & LACHMAN LLP 444 MADISON AVENUE SUITE 301 NEW YORK NY 10022 990PF 2024-01-01 134183316 THE WILLIAM C BULLITT FOUNDATION INC WILL 2125941447 420 LEXINGTON AVE 331 NEW YORK NY 10170 CHRISTINA PENNOYER TRUSTEE, DIRECTOR 2125941447 2025-11-11 1 1 PAUL LACHMAN P01478565 2123718319 2025-11-04 X 2024 2025-03-06 01:10:19Z X 22934336 X X 181227 181227 1372904 2555596 1372904 22 22 1554153 1554153 134723 0 134723 12138 0 12138 14976 0 14976 24800 0 0 256489 253479 3010 28239 4735 10568 300 0 10300 0 10300 2710 0 2710 11813 0 11813 496488 258214 200238 1047300 1047300 1543788 258214 1247538 10365 1295939 86145 111310 111310 122718 332746 332746 7051334 7433040 14096067 5495094 4888860 8393088 3884 2759 1425 1125 1125 12756716 12767081 22934336 0 0 X 12756716 12767081 12756716 12767081 12756716 12767081 12756716 10365 0 12767081 0 12767081 FIDELITY#9817 - 550 SHS PAYPAL HLDGS INC 2023-06-30 2024-01-04 32301 36505 -4204 -4204 FIDELITY#9817 - 160 SHS ADOBE INC 2022-02-24 2024-02-21 84781 72189 12592 12592 FIDELITY#9817 - 134 SHS ADOBE INC 2024-09-19 69513 58083 11430 11430 FIDELITY#9817 - 240 SHS AMERICAN EXPRESS 2021-01-07 2024-04-03 54296 28909 25387 25387 FIDELITY#9817 - 264 SHS AMERICAN EXPRESS 2021-01-07 2024-07-31 67327 31800 35527 35527 FIDELITY#9817 - 960 SHS BLACKSTONE INC 2024-04-03 120849 69084 51765 51765 FIDELITY#9817 - 915 SHS BLACKSTONE INC 2024-07-31 130984 55948 75036 75036 FIDELITY#9817 - 374 SHS BLACKSTONE INC 2019-12-19 2024-11-15 67388 18160 49228 49228 FIDELITY#9817 - 17 SHS BOOKING HOLDINGS INCCOM 2019-03-06 2024-07-31 63263 29908 33355 33355 FIDELITY#9817 - 700 SHS BOOZ ALLEN HAMILTON HLDG CORP 2014-09-11 2024-04-03 103215 15662 87553 87553 FIDELITY#9817 - 475 SHS BOOZ ALLEN HAMILTON HLDG CORP 2014-09-11 2024-11-15 70739 10628 60111 60111 FIDELITY#9817 - 1331 SHS HEALTHEQUITY INC 2024-11-15 131343 80518 50825 50825 FIDELITY#9817 - 560 SHS HOME DEPOT INC 2024-04-03 201673 150091 51582 51582 FIDELITY#9817 - 374 SHS HOME DEPOT INC 2018-12-18 2024-07-31 137883 63688 74195 74195 FIDELITY#9817 - 380 SHS META PLATFORMS INC 2022-07-29 2024-02-07 177786 59213 118573 118573 FIDELITY#9817 - 209 SHS OREILLY AUTOMOTIVE INC 2021-01-10 2024-04-03 237723 94344 143379 143379 FIDELITY#9817 - 3058 SHS PAYPAL HLDGS INC 2024-01-04 179595 159958 19637 19637 FIDELITY#9817 - 178 SHS S&P GLOBAL INC 2024-07-31 86490 56062 30428 30428 FIDELITY#9817 - 490 SHS SHERWIN-WILLIAMS CO 2017-02-24 2024-04-03 163546 50815 112731 112731 FIDELITY#9817 - 528 SHS SHERWIN-WILLIAMS CO 2014-02-24 2024-07-31 187028 54756 132272 132272 FIDELITY#9817 - 587 SHS WABTEC COM 2021-03-29 2024-07-31 94972 46013 48959 48959 FIDELITY#9817 - 522 SHS WASTE CONNECTIONS INC 2018-02-09 2024-07-31 92901 34730 58171 58171 K-1 PORTOLAN EQUITY FUND LP -820674 -820674 K-1 PORTOLAN EQUITY FUND LP 915046 915046 1372904 18014 0 18014 0 18014 42054 0 0 0 42054 X 0 24040 24040 0 0 0 0 0 0 0 0 0 0 0 1 1 NY DE 1 0 0 0 1 1 HTTP://WWW.WCBULLITTFOUND.ORG/ DANA W HISCOCK ESQ 2123362000 1133 AVE OF THE AMERICAS NEW YORK NY 100366710 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 TRACY PENNOYER BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE & PRESIDENT 1.00 0 0 0 SHARON MYRIE BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE & VICE-PRESIDENT 1.00 0 0 0 DANA HISCOCK PBWT LLP 1133 AVE OF THE AMERICAS NEW YORK NY 10036 TRUSTEE & TREASURER 1.00 0 0 0 CHRISTINA PENNOYER BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE & DIRECTOR 30.00 134723 23165 844 MEGAN BELL BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE & SECRETARY 1.00 0 0 0 JUSTIN ZAREMBY BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE & ASSISTANT SECRETARY 1.00 0 0 0 EMILY AUCHINCLOSS BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE 1.00 0 0 0 MOLLY GREATHEAD BULLITT FDN 420 LEXINGTON AVE SUITE 331 NEW YORK NY 10170 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 21335144 477670 0 21812814 0 0 21812814 327192 21485622 1074281 1074281 18014 18014 1056267 0 1056267 0 1056267 1247538 0 1247538 1056267 0 0 199230 276107 181410 290534 310342 1257623 1247538 0 0 0 1056267 191271 0 0 1448894 0 0 0 0 0 0 199230 1249664 276107 181410 290534 310342 191271 X ADVOCATES FOR CHILDREN OF NEW YORK 151 WEST 30TH STREET 5TH FLOOR NEW YORK NY 10001 N/A PC CHILDREN/COMMUNITY SERVICES 25000 ALI HASAN MANGI MEMORIAL TRUST BATH ISLAND ROAD HOUSE 2 KARACHI PK 75600 N/A NC COMMUNITY CLINIC AND MEDICAL ASSISTANCE FUND 25000 ALLIANCE FOR JUSTICE 11 DUPONT CIRCLE NW WASHINGTON DC 20036 N/A PC CIVIC ENGAGEMENT 20000 AMERICAN VALUES COALITION 63 PECAN TREE DRIVE GORDONVILLE TX 76245 N/A PC CIVIC ENGAGEMENT 20000 AMERICANS UNITED FOR SEPARATION OF CHURCH AND STATE 1310 L STREET NW SUITE 200 WASHINGTON DC 20005 N/A PC CIVIC ENGAGEMENT 20000 ASPETUCK LAND TRUST PO BOX 444 WESTPORT CT 06881 N/A PC CONSERVATION/ ENVIRONMENT 10000 BEYOND PESTICIDES 701 E STREET SE WASHINGTON DC 20003 N/A PC CONSERVATION/ ENVIRONMENT 15000 BRIGID ALLIANCE P O BOX 58 NEW YORK NY 10024 N/A PC CHILDREN/COMMUNITY SERVICES 15000 BROADWAY HOUSING COMMUNITIES 898 ST NICHOLAS AVENUE 9TH FLOOR NEW YORK NY 10032 N/A PC CHILDREN/COMMUNITY SERVICES 30000 BROOKLYN BOTANIC GARDEN CORP 1000 WASHINGTON AVENUE BROOKLYN NY 11225 N/A PC CHILDREN/COMMUNITY SERVICES 20000 BUZZARDS BAY COALITION 114 FRONT STREET NEW BEDFORD MA 02740 N/A PC CONSERVATION/ ENVIRONMENT 65000 CHANCES FOR CHILDREN 1178 ANDERSON AVENUE BRONX NY 10452 N/A PC CHILDREN/COMMUNITY SERVICES 15000 CITY LIVING NY 505 EIGHTH AVENUE SUITE 1805 NEW YORK NY 10018 N/A PC CHILDREN/COMMUNITY SERVICES 20000 CLIFFORD BEERS 93 EDWARD STREET NEW HAVEN CT 06511 N/A PC CHILDREN/COMMUNITY SERVICES 15000 COMMON CAUSE EDUCATION FUND 805 15TH STREET NW SUITE 800 WASHINGTON DC 20005 N/A PC CIVIC ENGAGEMENT 25000 CT INSTITUTE FOR IMMIGRANTS AND REFUGEES 670 CLINTON AVENUE BRIDGEPORT CT 06605 N/A PC CIVIC ENGAGEMENT 15000 DARTMOUTH NATURAL RESOURCES TRUST PO BOX 70567 404 ELM STREET DARTMOUTH MA 02747 N/A PC CONSERVATION/ ENVIRONMENT 10000 EARTHWORKS 1612 K STREET NW SUITE 904 WASHINGTON DC 20006 N/A PC CONSERVATION/ ENVIRONMENT 10000 ENVIRONMENT & HUMAN HEALTH INC 1191 RIDGE ROAD NORTH HAVEN CT 06473 N/A PC CONSERVATION/ ENVIRONMENT 15000 ENVIRONMENTAL ADVOCATES OF NEW YORK 353 HAMILTON STREET ALBANY NY 12210 N/A PC CONSERVATION/ ENVIRONMENT 15000 FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 45277 N/A PC DONOR-ADVISED FUND 155000 FUND FOR THE CITY OF NEW YORK HEALING COMMUNITIES NETWORK 121 THE AVENUE OF AMERICAS 6TH FLOOR NEW YORK NY 10013 N/A PC CHILDREN/COMMUNITY SERVICES 25000 GREEN CITY FORCE 630 FLUSHING AVENUE 8TH FLOOR BROOKLYN NY 11206 N/A PC CHILDREN/COMMUNITY SERVICES 25000 GREENFAITH 101 SOUTH THIRD AVENUE HIGHLAND PARK NJ 08904 N/A PC CONSERVATION/ ENVIRONMENT 25000 HAMPSHIRE COLLEGE 893 WEST STREET AMHERST MA 01002 N/A PC CHILDREN/COMMUNITY SERVICES 25000 ISSUE ONE 1401 K STREET NW SUITE 350 WASHINGTON DC 20005 N/A PC CIVIC ENGAGEMENT 15000 LEGAL OUTREACH INC 36-14 35TH STREET LONG ISLAND CITY NY 11106 N/A PC CHILDREN/COMMUNITY SERVICES 27000 MID-FAIRFIELD CHILD GUIDANCE CENTER 100 EAST AVENUE NORWALK CT 06851 N/A PC CHILDREN/COMMUNITY SERVICES 25000 NATIONAL HEAD START ASSOCIATION 1651 PRINCE STREET ALEXANDRIA VA 22314 N/A PC CHILDREN/COMMUNITY SERVICES 20000 OUR SISTERS' SCHOOL INC 145 BROWNELL AVENUE NEW BEDFORD MA 02740 N/A PC CHILDREN/COMMUNITY SERVICES 15000 PHILANTHROPY NEW YORK 79 FIFTH AVENUE 4TH FLOOR NEW YORK NY 10003 N/A PC CHILDREN/COMMUNITY SERVICES 300 POLLINATOR PATHWAY P O BOX 33 WILTON CT 06897 N/A PC CONSERVATION/ENVIRONMENT 20000 PROSPECT PARK ALLIANCE 95 PROSPECT PARK WEST BROOKLYN NY 11215 N/A PC CHILDREN/COMMUNITY SERVICES 20000 REAL PARTNERS UGANDA INC 5 SICOMAC ROAD 203 NORTH HALEDON NJ 07508 N/A PC CHILDREN/COMMUNITY SERVICES 25000 ROCKING THE BOAT 812 EDGEWATER ROAD BRONX NY 10474 N/A PC CHILDREN/COMMUNITY SERVICES 20000 SADIE NASH LEADERSHIP PROJECT 4 WEST 43RD STREET SUITE 502 NEW YORK NY 10035 N/A PC CHILDREN/COMMUNITY SERVICES 20000 SF CHAMBERS OF COMMERCE FOUNDATION 235 MONTGOMERY STREET SUITE 760 SAN FRANCISCO CA 94104 N/A PC CONSERVATION/ ENVIRONMENT 10000 THE BRONX DEFENDERS 860 COURTLANDT AVENUE BRONX NY 10451 N/A PC CIVIC ENGAGEMENT 10000 THE CHILDREN'S LAW CENTER 44 COURT STREET 11TH FLOOR BROOKLYN NY 11201 N/A PC CHILDREN/COMMUNITY SERVICES 15000 TRUST WOMEN FOUNDATION P O BOX 322 WICHITA KS 67201 N/A PC CHILDREN/COMMUNITY SERVICES 15000 TYPE MEDIA CENTER 116 EAST 16TH STREET 8TH FLOOR NEW YORK NY 10003 N/A PC CIVIC ENGAGEMENT 10000 UNITED COMMUNITY CENTERS INC 613 NEW LOTS AVENUE BROOKLYN NY 11207 N/A PC CHILDREN/COMMUNITY SERVICES 30000 UNITED WAY OF COASTAL FAIRFIELD COUNTY 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 N/A PC CHILDREN/COMMUNITY SERVICES 40000 WEEKSVILLE HERITAGE CENTER 158 BUFFALO AVENUE BROOKLYN NY 11213 N/A PC CHILDREN/COMMUNITY SERVICES 20000 WELLSPRING HEALTH ACCESS 918 E 2ND ST CASPER WY 82601 N/A PC CHILDREN/COMMUNITY SERVICES 20000 YALE LAW SCHOOL PO BOX 208215 NEW HAVEN CT 065208215 N/A PC CIVIC ENGAGEMENT 10000 1047300 0 14 181227 18 1372904 K-1 PORTOLAN EQUITY FUND LP - OTHER INCOME 18 22 0 1554153 0 1554153 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 24800 0 0 FURNITURE & FIXTURE 2010-11-10 1044 1044 SL 7.000000000000 0 0 FURNITURE & FIXTURE 2011-01-19 640 640 SL 7.000000000000 0 0 FURNITURE & FIXTURE 2013-08-22 700 700 SL 7.000000000000 0 0 OFFICE EQUIPMENT 2023-09-21 1500 75 SL 5.000000000000 300 0 ALI HASAN MANGI MEMORIAL TRUST BATH ISLAND ROAD HOUSE 2 KARACHI PK 75600 2024-12-04 25000 GRANTEE SHALL USE THE GRANT FUNDS EXCLUSIVELY FOR ITS COMMUNITY CLINIC AND MEDICAL ASSISTANCE FUND. 25000 NONE 10/27/2025 2025-10-27 GRANT FUNDS WERE EXPENDED FOR CHARITABLE PURPOSES IN COMPLIANCE WITH THE TERMS OF THE GRANT AGREEMENT. NO PORTION OF THE GRANT FUNDS WAS DIVERTED FOR NONCHARITABLE PURPOSE. FIDELITY ACCOUNT 9817 7433040 14096067 PORTOLAN EQUITY FUND LP AT COST 4888860 8393088 FURNITURE & FIXTURE 1044 1044 0 FURNITURE & FIXTURE 640 640 0 FURNITURE & FIXTURE 700 700 0 OFFICE EQUIPMENT 1500 375 1125 LEGAL FEES 14976 0 14976 OFFICE EXPENSES 5007 0 5007 INSURANCE EXPENSES 1976 0 1976 MEMBERSHIP FEES 4030 0 4030 STATE FILING FEE 800 0 800 K-1 PORTOLAN EQUITY FUND LP - OTHER INCOME 22 22 22 INVESTMENT MANAGEMENT FEES 253479 253479 0 PAYCHEX FEES 3010 0 3010 FOREIGN TAXES 4735 4735 0 PAYROLL TAXES 10568 0 10568 STATE INTEREST AND PENALTY 436 0 0 PRIVATE FOUNDATION EXCISE TAX - ESTIMATED TAX PAYMENT 12500 0 0