2025-08-08T15:53:29-04:00 2024-12-31 HOFFMAN MULLIGAN CPAS LLP 61 BROADWAY - SUITE 1601 NEW YORK NY 100062756 990PF 2024-01-01 920743381 SUSAN KLINGENSTEIN FAMILY FOUNDATION % JANET L MULLIGAN SUSA 2125831100 61 BROADWAY Suite 1601 NEW YORK NY 10006 SUSAN KLINGENSTEIN PRESIDENT 2125831100 2025-08-08 true true JANET MULLIGAN CPA PARTNER P00850378 2125831100 2025-08-08 2024 2025-03-06 01:10:19Z X 6465471 X 0 X 115077 115077 29730 563162 29730 144807 144807 0 7600 0 0 7600 120000 120000 432 432 43291 38078 5213 171323 38510 0 132813 40000 40000 211323 38510 0 172813 -66516 106297 0 146217 253200 253200 1070022 1054554 1077602 3669166 3513880 5134669 4885405 4821634 6465471 0 0 X 4885405 4821634 4885405 4821634 4885405 4821634 4885405 -66516 2745 4821634 4821634 TECHNOLOGY SELECT SECTORSPDR ETF: XLK P 2023-01-03 2024-03-13 102577 60447 42130 42130 INTUITIVE SURGICAL: ISRG P 2023-08-24 2024-05-10 17368 13180 4188 4188 MERCK & CO. INC.: MRK P 2023-08-24 2024-05-10 16965 14425 2540 2540 INTUITIVE SURGICAL: ISRG P 2023-01-03 2024-05-10 10421 7173 3248 3248 SELECT SECTOR UTI SELECTSPDR ETF: XLU P 2024-01-23 2024-06-06 99511 85676 13835 13835 SNOWFLAKE INC P 2023-08-24 2024-06-11 11187 13500 -2313 -2313 MEOTRONIC PLC P 2023-08-24 2024-06-25 6322 6486 -164 -164 APPLE INC: AAPL P 2023-08-24 2024-06-26 37965 31964 6001 6001 STRYKER CORP: SYK P 2023-08-24 2024-06-26 13299 10743 2556 2556 SNOWFLAKE INC P 2023-01-03 2024-06-25 38576 42652 -4076 -4076 MEOTRONIC PLC P 2023-01-03 2024-06-25 31528 30754 774 774 APPLE INC: AAPL P 2023-01-03 2024-06-26 12226 7109 5117 5117 CVS HEALTH CORP: CVS P 2023-01-03 2024-06-26 23000 34995 -11995 -11995 STRYKER CORP: SYK P 2023-01-03 2024-06-26 3751 2694 1057 1057 UNITED PARCEL SRVC UPS P 2023-08-24 2024-08-13 11131 14955 -3824 -3824 UNITED PARCEL SRVC UPS P 2023-01-03 2024-08-13 33017 45981 -12964 -12964 CVS HEALTH CORP: CVS P 2023-01-03 2024-09-17 16026 25669 -9643 -9643 CVS HEALTH CORP: CVS P 2023-08-24 2024-09-17 28132 32367 -4235 -4235 PFIZER INC: PFE P 2023-01-03 2024-09-17 17721 30432 -12711 -12711 PFIZER INC: PFE P 2023-08-24 2024-09-17 13209 16215 -3006 -3006 BROADCOM INC P 2024-11-13 19230 6015 13215 13215 29730 1478 1478 1478 1000 0 2100 3100 1622 1622 false false false false false false false true true DE true false false false false true N/A JANET L MULLIGAN 2125831100 61 BROADWAY 1601 NEW YORK NY 10006 false false false true false false false false false false false false false false false false false false false false false false false SUSAN KLINGENSTEIN 61 BROADWAY 1601 NEW YORK NY 10006 PRESDIENT AND TREASURER 2.0 0 0 0 JOSEPH TEPPER 61 BROADWAY 1601 NEW YORK NY 10006 VICE PRESIDENT 0.5 0 0 0 ANNE CONNERS 61 BROADWAY 1601 NEW YORK NY 10006 VICE PRESIDENT AND SECRETARY 0.5 0 0 0 CLEARY GOTTLIEB STEEN & HAMILTON 1 LIBERTY PLAZA NEW YORK NY 10006 0 7600 HELEN MILLER ADVISORS LLC 340 EAST 74TH STREET 4H NEW YORK NY 10021 0 120000 6007688 122457 0 6130145 0 6130145 91952 6038193 301910 301910 1478 1478 300432 300432 300432 172813 0 0 0 0 172813 300432 0 2022 2021 2020 0 43992 43992 172813 0 172813 0 43992 43992 0 83627 X CARINGKIND 360 LEXINGTON AVE 3RD FLOOR NEW YORK NY 10017 NONE PC GENERAL PURPOSE 10000 THE NEW JEWISH HOME 120 W 106TH STREET NEW YORK NY 10025 NONE PC GENERAL PURPOSE 30000 40000 14 115077 18 29730 144807 144807 false false false false false false false false false false ACCOUNTING FEE CLEARY GOTTLIEB STEEN HAMILTON LEGAL FEES HELEN MILLER ADVISORS LLC GRANT ADMINISTRATOR FEES 373 SHS ABBOTT LABORATORIES 40303 42190 258 SHS ACCENTURE PLC IRELAND 71355 90762 107 SHS ADOBE INC 59431 47581 1387 SHS ALPHABET INC CLASS 123665 262559 1194 SHS AMAZON.COM INC 129544 261952 885 SHS APPLE INC 110382 221622 227 SHS BERKSHIRE HATHAWAY 71339 102895 981 SHS BROADCOM INC 54134 227435 2458 SHS BROOKFIELD CORP 78130 141212 256 SHS CHEVRON CORP NEW 40755 37079 392 SHS CHUBB LTD 84024 108310 309 SHS CONSTELLATION BRANDS 71895 68289 111 SHS COSTCO WHSL CORP NEW 51088 101706 157 SHS DANAHER CORP 35949 36039 687 SHS DISNEY WALT CO 60279 76497 1073 SHS DUPONT DE NEMOURS INC 74552 81816 292 SHS EATON CORP PLC 45711 96906 50 SHS ELI LILLY AND CO 45389 38600 381 SHS EXXON MOBIL CORP 40907 40984 785 SHS FORTIVE CORP DISC 51207 58875 245 SHS GOLDMAN SACHS GROUP 82846 140292 182 SHS HOME DEPOT INC 57721 70796 314 SHS HONEYWELL INTL INC 64240 70929 204 SHS INTUITIVE SURGICAL INC 54197 106480 236 SHS JOHNSON & JOHNSON 41004 34130 542 SHS JPMORGAN CHASE & CO 73965 129923 100 SHS MASTERCARD INC 35260 52657 473 SHS MEDTRONIC PLC 0 0 602 SHS MERCK & CO. INC. 66420 59887 87 SHS META PLATFORMS INC 45852 50939 614 SHS MICROSOFT CORP 155871 258801 918 SHS MONDELEZ INTL INC 60505 54832 156 SHS NETFLIX INC 45996 139046 592 SHS NEXTERA ENERGY INC 44771 42440 767 SHS NIKE INC 86146 58039 2196 SHS NVIDIA CORP 146378 294901 387 SHS NXP SEMICONDUCTORS 59932 80438 878 SHS PALO ALTO NETWORKS INC 60857 159761 980 SHS PAYPAL HLDGS INC 71325 83643 339 SHS PEPSICO INC 60437 51548 1042 SHS PFIZER INC 0 0 25 SHS REGENERON 23338 17808 163 SHS ROPER TECHNOLOGIES INC 71837 84736 682 SHS RTX CORP 65091 78921 118 SHS SERVICENOW INC 45355 125094 672 SHS SHELL PLC 40901 42101 387 SHS SNOWFLAKE INC 0 0 578 SHS SOUTHERN CO 45152 47581 817 SHS STARBUCKS CORP 81020 74551 239 SHS STRYKER CORP 58539 86052 84 SHS SYNOPSYS INC 38599 40770 149 SHS THERMO FISHER 81951 77514 267 SHS UNION PAC CORP 55787 60887 353 SHS UNITED PARCEL SRVC 0 0 349 SHS VULCAN MATLS CO 61153 89773 687 SHS WALT DISNEY CO 0 0 361 SHS ZSCALER INC 34664 65128 80 SHS SPDR S&P 500 ETF IV 30340 46886 492 SHS TECHNOLOGY SELECT 0 0 339 SHS AMERICAN TOWER CORP 70434 62176 491 SHS PROLOGIS INC 55957 51899 1145 SHS CVS HEALTH CORP 0 0 1054554 1077602 LEGAL FEE 7600 7600 WEBSITE DEVELOPMENT 2472 2472 FILING FEE 332 332 MISC FEES 2409 2409 INVESTMENT ADVISORY FEES 38078 38078 DIFFERENCE IN BOOK TO TAX VALUE 2745 CONSULTANT FEES 120000 120000 FOREIGN TAXES 432 432