2025-07-03T11:18:00-05:00 2024-09-30 141612295 STAFF CIAMPINO & COMPANY PC 10 COLVIN AVENUE ALBANY NY 122062206 990PF 2023-10-01 656429461 ULLMAN FAMILY CHARITABLE FOUNDATION ULLM 5186102923 10040 E HAPPY VALLEY RD 379 SCOTTSDALE AZ 85255 SANFORD ULLMAN PRESIDENT 5186102923 2025-07-02 1 0 SHAWN MAUCHECPA P00431219 5184599205 2025-07-02 2023 2025-03-06 01:10:19Z X 1704848 X 80000 X 1492 1492 1492 14633 14633 14633 160962 538089 160962 257087 177087 16125 0 0 0 0 1750 1750 0 0 9399 9399 0 0 12686 12686 0 0 23835 23835 0 0 68000 68000 91835 23835 0 68000 165252 153252 16125 4477 8328 8328 43427 34637 34637 1155607 1260681 1661883 1203511 1303646 1704848 0 0 X 1203511 1303646 1203511 1303646 1203511 1303646 1203511 165252 0 1368763 65117 1303646 BERNSTEIN - LT NON-COVERED STOCK TRADES 2023-10-01 2024-09-30 534471 377127 157344 157344 CAPITAL GAINS DIVIDENDS P 3618 3618 3618 160962 0 2130 0 2130 0 2130 3259 0 0 0 3259 0 1129 1129 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 N/A THE FOUNDATION 5186102923 10040 E HAPPY VALLEY RD 379 SCOTTSDALE AZ 85255 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SANFORD ULLMAN 10040 E HAPPY VALLEY RDUNIT 379 SCOTTSDALE AZ 85255 PRESIDENT 2.00 0 0 3567 BARBARA ULLMAN 10040 E HAPPY VALLEY RDUNIT 379 SCOTTSDALE AZ 85255 VICE PRESIDENT 2.00 0 0 323 EVELYN ULLMAN 10040 E HAPPY VALLEY RDUNIT 379 SCOTTSDALE AZ 85255 TREASURER 2.00 0 0 2329 JOSEPH ULLMAN 10040 E HAPPY VALLEY RDUNIT 379 SCOTTSDALE AZ 85255 SECRETARY 2.00 0 0 3180 NONE 0 NONE 0 0 1463031 48158 0 1511189 0 0 1511189 22668 1488521 74426 74426 2130 2130 72296 0 72296 0 72296 68000 0 68000 72296 0 0 1246 4267 5513 68000 0 0 0 68000 0 4296 4296 1217 0 0 0 0 0 0 0 1217 1217 SANFORD ULLMAN BARBARA ULLMAN X SAVE THE CHILDREN 501 KINGS HWY -STE 400 FAIRFIELD CT 06825 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1000 ARIZONA STATE UNIVERSITY FOUNDATION PO BOX 2260 TEMPE AZ 85280 NONE PUBLIC EDUCATIONAL I EDUCATION 500 ASU BIODESIGN INSTITUTE PO BOX 2260 TEMPE AZ 85280 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 2500 BRANDEIS UNIVERSITY 415 SOUTH STREET WALTHAM MA 02453 NONE PUBLIC EDUCATIONAL I EDUCATION 2000 BROWN UNIVERSITY MEDICAL SCHOOL 75 WATERMAN STREET PROVIDENCE RI 02912 NONE PUBLIC EDUCATIONAL I EDUCATION 500 CLAVERACK FREE PUBLIC LIBRARY 9 ROUTE 9H PO BOX 417 CLAVERACK NY 12513 NONE PUBLIC LIBRARY GENERAL OPERATING FUNDS 2000 CLEAN AIR TASK FORCE INC 114 STATE STREET-6TH FL BOSTON MA 02109 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 CMH HEALTH FOUNDATION 71 PROSPECT AVE HUDSON NY 12534 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1000 COLUMBIA GREEN COMMUNITY COLLEGE FOUNDATION 4400 ROUTE 23 HUDSON NY 12534 NONE PUBLIC EDUCATIONAL I EDUCATION 2500 CONGREGATION ANSHE EMETH 240 JOSLEN BLVD HUSDON NY 12534 NONE RELIGIOUS INSTITUTIO GENERAL OPERATING FUNDS 3000 DANA FARBER CANCER INSTITUTE 10 BROOKLINE PL W-6TH FL BROOKLYN MA 02445 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1500 ELECTRONIC FRONTIER FOUNDATION 815 EDDY STREET SAN FRANCISCO CA 94109 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 FRANK LLOYD WRIGHT FOUNDATION 12621 NFRANK LLOYD WRIGHT BLVD SCOTTDALE AZ 85259 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 500 FRIENDS SEMINARY SCHOOL 222 E16TH STREET NEW YORK NY 10003 NONE PUBLIC EDUCATIONAL I GENERAL OPERATING FUNDS 1000 HARVARD MEDICAL SCHOOL PO BOX 419720 BOSTON MA 02241 NONE PUBLIC EDUCATIONAL I EDUCATION 1000 HAWTHRONE VALLEY WALDORF SCHOOL 330 COUNTY ROUTE 21C GHENT NY 12075 NONE PUBLIC EDUCATIONAL I CHILDHOOD EDUCATION 2500 OPERATION UNITE 360 COLUMBIA STREET HUDSON NY 12534 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 PROJECT ORBIS INTERNATIONAL INC 52 VANDERBILT AVE8TH FL NEW YORK NY 10017 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1000 PROPUBLICA 155 AVE OF THE AMERICAS NEW YORK NY 10013 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 PS 21 INC PO BOX 321 CHATHAM NY 12037 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 SUNY ALBANY FOUNDATION 1400 WASHINGTON AVE ALBANY NY 12222 NONE PUBLIC EDUCATIONAL I EDUCATION 1250 TACONIC HILLS DOLLARS FOR SCHOLARS PO BOX 1119 PHILMONT NY 12565 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 3000 THE ACTORS TEMPLE 339 W 47TH ST NEW YORK NY 10036 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1500 UNION COLLEGE 807 UNION STREET SCHENECTADY NY 12308 NONE PUBLIC EDUCATIONAL I STUDENT EDUCATIONAL ASSISTANCE 16000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02138 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 UPPER HUDSON PLANNED PARENTHOOD 200 BROADWAY-STE 201 TROY NY 12180 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 13000 WILLIS EYE RESIDENT'S FUND 840 WALNUT STREET PHILADELPHIA PA 19107 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 2000 WORLD CENTER KITCHEN 655 NEW YORK AVE NW6TH FL WASHINGTON DC 20001 NONE NOT-FOR-PROFIT ORGAN GENERAL OPERATING FUNDS 1250 68000 0 14 1492 14 14633 14 160962 0 177087 0 177087 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND TAX PREP 1750 1750 0 0 NOT REQUIRED BY STATE LAW STRATEGIC VALUE EQUITIES 631976 758091 GROWTH EQUITIES 470182 733808 SMALL-MID CAP EQUITIES 158523 169984 ADJUSTNENT FOR FEDERAL TAXES & UNSETTLED TRANSACTIONS 65117 INVESTMENT MGMT FEES 12686 12686 0 0