2025-10-28T14:42:19-05:00 2024-12-31 131655065 LUTZ AND CARR CPAS LLP 551 FIFTH AVENUE SUITE 400 NEW YORK NY 10176 990PF 2024-01-01 237268285 ADCO FOUNDATION INC ADCO 7186446346 CO LUTZ CARR 551 5TH AVE 400 NEW YORK NY 10176 DANA-AIN DAVIS EXECUTIVE DIRECTOR 7186446346 2025-10-28 1 0 MARTIN BERKOWITZ P00154047 2126972299 2024 2025-03-06 01:10:19Z X 509721 X X 12058 12058 37169 417232 37169 49227 49227 46400 14200 32200 2401 600 1801 7349 7349 0 180 180 0 857 857 0 1748 1748 0 58935 24934 34001 16590 16590 75525 24934 50591 -26298 24293 23386 23336 23336 12714 11942 11942 144576 206662 206662 337812 267781 267781 1300 1300 518488 509721 509721 0 0 X 518488 509721 518488 509721 518488 509721 518488 -26298 17531 509721 0 509721 PUBLICLY TRADED SECURITIES P 417232 380063 37169 37169 37169 338 0 338 0 338 320 0 145 0 465 0 127 127 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N / A DANA-AIN DAVIS 7189975130 4901 HENRY HUDSON PARKWAY 4J BRONX NY 10471 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANA DAVIS C/O LUTZ CARR 551 5TH AVE 4TH FL NEW YORK NY 10176 SECRETARY 12.00 23900 0 0 MICHELLE FINE C/O LUTZ CARR 551 5TH AVE 4TH FL NEW YORK NY 10176 DIRECTOR 5.00 4500 0 0 EMILY GOODMAN 250 W 89TH ST NEW YORK NY 10024 DIRECTOR 5.00 6000 0 0 ALIA MULLINGS TYNER 371 FT WASHINGTON 5H NEW YORK NY 10033 DIRECTOR 5.00 9000 0 0 NONE 0 NONE 0 PROVIDED GRANTS TO VARIOUS ORGANIZATIONS FOR COMMUNITY SERVICE 50591 0 495280 21645 0 516925 0 0 516925 7754 509171 25459 25459 338 338 25121 0 25121 0 25121 50591 0 50591 25121 0 0 40955 32320 53452 1308 52499 180534 50591 0 0 0 25121 25470 0 0 206004 0 0 0 0 0 0 40955 165049 32320 53452 1308 52499 25470 ADCO FOUNDATION INC C/O DAVIS 4901 HENRY HUDSON PARKWAY 4J BRONX NY 10471 7186446346 APPLICATIONS SHOULD BE IN WRITTEN FORM AND SHOULD INCLUDE THE FOLLOWING: DESCRIPTION OF PROGRAM AND PROGRAM GOALS, LENGTH & PERIOD FOR WHICH FUNDING IS NEEDED, PAST EXPERIENCE IN SIMILAR ACTIVITIES, TAX EXEMPTION NOTICE, AND ANY OTHER SUBSTANTIVE INFORMATION. GRANTS TO BE REVIEWED TWO TIMES ANNUALLY. LIMITED TO NEW YORK AREA AND PROGRESSIVE COMMUNITY SUPPORT GROUPS. 1473 WOMEN & JUSTICE PROJECTS PO BOX 720807 JACKSON HEIGHTS NY 113720807 NONE 501(C)3 COMMUNITY SERVICE 1090 ADCO STUDENT FUND GRADUATE CENTER 365 FIFTH AVENUE NEW YORK NY 10016 NONE 501(C)3 FUND STUDENT RESEARCH AND TRAVEL 2000 BYELYE AVERY FUND - CUNY SCHOOL OF PUBLIC HEALTH FOUNDATION 55 WEST 125TH STREET NEW YORK NY 10027 NONE 501(C)3 COMMUNITY SERVICE - MATCHING GRANT 3000 CENTER FOR CUBAN STUDIES 20 JAY STREET ROOM 301 BROOKLYN NY 11201 NONE 501(C)3 COMMUNITY SERVICE 500 COLLECTIVE POWER 893 WEST STREET AMHERST MA 01002 NONE 501(C)3 COMMUNITY SERVICE 1000 GRADUATE CENTER FOUNDATION 365 5TH AVENUE NEW YORK NY 10016 NONE 501(C)3 LEITH MULLINGS MEMORIAL LECTURE: FACILITATING A DIALOGUE AROUND SOCIAL JUSTICE AND COMMUNITY ORGANIZING 5000 INTER FAITH VOICES FOR REPRODUCTIVE FOR JUSTICE 275 CARPENTER DR SUITE 309 ATLANTA GA 30328 NONE 501(C)3 TO ESTABLISH A NAMED PROFESSORSHIP 1500 NEW PRESS DIANE WACHTELL 120 WALL STREET 31ST FLOOR NEW YORK NY 10015 NONE 501(C)3 COMMUNITY SERVICE 500 SEE 23564 CALABASAS ROAD SUITE 201 CALABASAS CA 91302 NONE 501(C)3 COMMUNITY SERVICE - RAPP CAMPAIGN 1000 WOMEN AGAINST GUN VIOLENCE 10401 VENICE BLVD LOS ANGELES CA 90034 NONE 501(C)3 COMMUNITY SERVICE 1000 16590 0 14 12058 18 37169 MISC. INCOME 18 0 49227 0 49227 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2401 600 1801 STATEMENT WITH RESPECT TO 990PF PART VII-B 1A(4) COMPENSATION HAS BEEN APPROVED BY THE BOARD AND ARE DEEMED COMMENSURATE WITH THE SERVICES PROVIDED. ABBVIE INC 1777 1777 AFFILIATED MANAGERS 740 740 AFLAC INC 1241 1241 ALLSTATE CORP 1157 1157 ALPHABET INC CL A 7951 7951 APPLE INC 8263 8263 ARCH CAPITSL GROUP LTD 3325 3325 ARCHER DANIELS MIDLAND COMPANY 707 707 BANK OF AMERICA CORP 1187 1187 BERKSHIRE HATHAWAY INC CL B NEW 3172 3172 BROADCOM INC 4869 4869 BUILDERS FIRSTSOURCE INC 1286 1286 CADENCE DESIGN SYSTEMS INC 3305 3305 CHECK POINT SOFTWARE TECHNOLOGIES LTD 1680 1680 COGNIZANT TECHNOLOGY SOLUTIONS CORP CL A 1230 1230 COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO SABESP SPONS ADR 688 688 CONSOLIDATED EDISON INC 1338 1338 DR HORTON INC 839 839 EVEREST GROUP LTD 725 725 FOX CORP CL A 1166 1166 GILEAD SCIENCES INC 2863 2863 HARTFORD FINANCIAL SERVICES GROUP INC 1203 1203 HF SINCLAIR CORP 526 526 LABORATORY CORP OF AMER HOLDINGS NEW 1147 1147 LANDSTAR SYSTEM INC 859 859 MANULIFE FINANCIAL CORP 2273 2273 MARSH & MCLENNAN COS INC 1274 1274 MEDTRONIC PLC 1118 1118 META PLATFORMS INC CL A 7026 7026 MICROSOFT CORP 6744 6744 MURPHY USA INC 1505 1505 NVIDIA CORP 7789 7789 OGE ENERGY CORP 124 124 ON SEMICONDUCTOR CORP 567 567 PACCAR INC 3433 3433 PETROLEO BRASILEIRO SA 1157 1157 PROCTER & GAMBLE CO 3856 3856 PULTEGROUP INC 871 871 QUALCOMM INC 1690 1690 RIO TINTO PLC SPONSORED ADR 529 529 ROYAL CARIBBEAN GROUP 2076 2076 SCIENCE APPLICATIONS INTL CORP NEW 335 335 SNAP ON INC 679 679 SONY GROUP CORP ADR NEW 1058 1058 SPROUTS FARMERS MARKET INC 3558 3558 STEEL DYNAMICS INC 1711 1711 STELLANTIS N V 2101 2101 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR 3752 3752 TAYLOR MORRISON HOME CORP CL A 551 551 TEXAS INSTRUMENTS INC 3938 3938 THOMSON REUTERS CORP NEW 1604 1604 UNITED THERAPEUTICS CORP 3528 3528 VERIZON COMMUNICATIONS INC 840 840 YUM CHINA HOLDINGS INC 723 723 OTHERS 87008 87008 !SHARES CORE MSCI EAFE ETF FMV 25652 25652 !SHARES CORE US AGGREGATE BOND ETF FMV 3295 3295 !SHARES MSCI CANADA ETF FMV 2982 2982 !SHARES GLOBAL 100 EFT FMV 3426 3426 !SHARES RUSSELL MID CAP GROWTH ETF FMV 3422 3422 PROSHARES ULTRA S&P 500 2X ETF FMV 648 648 DOUBLELINE CORE FIXED INCOME CL I FMV 6263 6263 DOUBLELINE EMERGING MARKETS INCOME CL I FMV 3503 3503 DOUBLELINE FLEXIBLE INCOME CL I FMV 10184 10184 DOUBLELINE FLTG RATE CL I FMV 5254 5254 DOUBLELINE LOW DURATION BOND CL I FMV 20301 20301 DOUBLELINE SHILLER ENHANCED CAPE CL I FMV 37532 37532 DOUBLELINE TOTAL RETURN BOND CL I FMV 19459 19459 GUIDEPATH MANAGED FUTURES STRATEGY SERVICE CL FMV 32988 32988 ISHARES CORE MSCI EMERGING MARKETS ETF FMV 11750 11750 SPDR PORTFOLIO S&P 500 GROWTH ETF FMV 4395 4395 VANGUARD EXTENDED MARKET ETF FMV 9309 9309 VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF FMV 2175 2175 VANGUARD MID CAP ETF FMV 4226 4226 VANGUARD S&P 500 INDEX ETF FMV 57653 57653 VANGUARD SMALL CAP ETF FMV 3364 3364 OFFICE EXPENSE 1646 1646 0 MISCELLANEOUS EXPENSES 102 102 0 UNREALIZED GAIN ON MARKETABLE SECURITIES 17531 INVESTMENT ADVISORY FEES 7349 7349 0 PROGRAM FEES 0 0 0 EXCISE TAX 180 180 0