2026-09-15T13:12:31-05:00 2025-12-31 GRASSI ADVISORY GROUP INC 360 MADISON AVENUE 7TH FLOOR NEW YORK NY 10017 990PF 2025-01-01 137308483 PINE TREE FOUNDATION OF NEW YORK % JANET L MULLIGAN PINE 360 MADISON AVE - 7TH FL New York NY 10017 SZILVIA SZMUK-TANENBAUM PRESIDENT 2125831100 2026-09-08 true JANET MULLIGAN CPA P00850378 2125831100 2026-09-08 2025 X X 34479641 X 0 X 232892 232892 876465 876465 851010 2083046 851010 32 32 1960399 1960399 57780 57780 7395 3697 0 3698 115936 115936 11063 1400 40430 40430 232604 121033 0 101908 1316352 1316352 1548956 121033 0 1418260 411443 1839366 0 171198 294802 294802 5854581 6258082 11862358 5314605 5270716 22322481 11340384 11823600 34479641 0 0 X 11340384 11823600 11340384 11823600 11340384 11823600 11340384 411443 71773 11823600 11823600 50,000 SHS OF AMERICAN EXPRESS CO NOTE 025B16CQ0 P 2022-03-01 2025-02-03 50000 49950 50 50 50,000 SHS OF BANK AMERICA CORP 06051GKM0 P 2022-03-17 2025-04-02 50000 50000 50,000 SHS OF BANK MONTREAL MEDIUMSER F MTN 06368FAE9 P 2022-01-06 2025-01-10 50000 49910 90 90 671 SHS OF BERKSHIRE HATHAWAY INC COM XXX-XX-XXXX P 2012-12-17 2025-10-20 330518 60364 270154 270154 1,400 SHS OF BROOKFIELD CORPORATION CLASS 11271J107 P 2023-01-12 2025-10-07 94706 49354 45352 45352 1,000 SHS OF BUNGE GLOBAL SA COM H11356104 P 2022-06-23 2025-10-07 83908 87175 -3268 -3268 4,000 SHS OF EASTMAN CHEM CO NOTE 277432AR1 P 2019-06-28 2025-03-17 4000 4000 50,000 SHS OF FISERV INC NOTE CALL MAKE WHOLE 337738BH0 P 2023-08-14 2025-10-29 52205 49586 2619 2619 35,000 SHS OF GENERAL MILLS INC NOTE 370334CF9 P 2019-10-22 2025-04-17 35000 35000 50,000 SHS OF JOHN DEERE CAPITAL CORPORATION MTN 24422EWF2 P 2022-06-01 2025-06-06 50000 49989 11 11 50,000 SHS OF KEYCORP SER Q MTN 49326EEL3 P 2022-05-16 2025-02-24 50000 50000 40,000 SHS OF PARAMOUNT GLOBAL NOTE 124857AQ6 P 2019-10-21 2025-10-31 39861 40098 -237 -237 300 SHS OF RTX CORPORATION COM USD1 75513E101 P 2019-07-02 2025-12-10 52745 21946 30799 30799 50,000 SHS OF STANLEY BLACK & DECKER INC NOTE 854502AP6 P 2022-02-22 2025-02-24 50000 49933 67 67 100 SHS OF T-MOBILE INC COM TMUS XXX-XX-XXXX P 2017-10-05 2025-01-27 22119 6194 15925 15925 300 SHS OF TEXAS INSTRUMENTS INC COM USD1 XXX-XX-XXXX P 2013-06-17 2025-08-12 56464 10787 45677 45677 25,000 SHS OF TRANSCANADA PIPELINESTRIP NOTE 89352HAT6 P 2017-05-15 2025-10-14 25006 25098 -92 -92 45,000 SHS OF WELLS FARGO & CO SER N MTN 94974BGP9 P 2020-01-28 2025-09-29 45000 45000 165 SHS OF SEALED AIR CORP SEE 81211K100 P 2025-04-24 2025-12-10 6879 4570 2309 2309 175 SHS OF UNITED HEALTH GROUP INC UNH 91324P102 P 2025-06-05 2025-07-31 44178 51630 -7452 -7452 23,000 SHS OF EXPRESS SCRIPTS HLDGCO NOTE 30219GAM0 P 2017-02-15 2025-10-31 23004 23016 -12 -12 4,700 SHS OF KROGER CO COM USD1 XXX-XX-XXXX P 2020-09-14 2025-04-03 330024 151941 178083 178083 3,450 SHS OF MONDELEZ INTL INC COM NPV MDLZ XXX-XX-XXXX P 2016-11-10 2025-10-23 210855 145422 65433 65433 554.5 SHS OF SOLSTICE ADVANCED MATLS INC COM SHS SOLS 83443Q103 P 2012-12-17 2025-10-31 26573 7560 19013 19013 875 SHS OF TRAVELERS COMPANIES INC COM STK NPV TRV 89417E109 P 2012-12-17 2025-09-09 241611 64848 176763 176763 950 SHS OF UNILEVER PLC SPON ADR NEW XXX-XX-XXXX P 2023-03-23 2025-09-18 58390 48664 9726 9726 851010 25567 25567 25567 9500 0 12000 21500 X 360 4427 false false false false false false false true true NY true false false false true true JANET L MULLIGAN 2125831100 360 MADISON AVE - 7TH FL NEW YORK NY 10017 false false false false false false false false false false true false false false false false false false false false false false SZLVIA SZMUK TANENBAUM 1095 PARK AVENUE NEW YORK NY 10128 TRUSTEE 20.0 0 0 0 KENNETH GLIEDMAN 171 W79TH STREET NEW YORK NY 10024 TRUSTEE 10.0 57780 0 0 NEUBERGER BERMAN PO BOX 145443 CINCINNATI OH 45250 INVESTMENT ADVISORY 115936 12039743 243683 20567907 32851333 0 32851333 492770 32358563 1617928 1617928 25567 25567 1592361 1592361 1592361 1418260 0 0 0 0 1418260 1592361 1528698 2023 2022 2021 9839 0 0 1418260 1418260 9839 0 0 0 0 110438 1592361 0 0 NA X BROOKLYN HISTORY CENTER 128 PIERREPONT STREET BROOKLYN NY 11201 NONE PC GRADES 4-12 DO ARCHIVAL RESEARCH THAT LEADS TO EXHIBITIONS 0 QUEENS COLLEGE FOUNDATION 65-30 KISSENA BLVD FLUSHING NY 11367 NONE PC CALIGRAPHY CLASS: PILOT CLASS MLIS SUMMMER BOOK LAB SCHOLARSHIPS 80652 RARE BOOK SCHOOL PO BOX 400103 CHARLOTTESVILLE VA 22906 NONE PC SCHOLARSHIP FUND ANNUAL FUND 30000 BIBLIOGRAPHICAL SOCIETY OF AMERICA 233 E 70 TH ST NEW YORK NY 10023 NONE PC FELLOWSHIP IN HISPANIC BIBLIOGRAPHY CHARLES J TANENBAUM FELLOW CARTOGRAPHIC BIBLIOGRAPHY SOCIAL MEDIA TEMPLATE FOR INSTAGRAM MEMBERSHIP FUND ANNUAL FUND 7000 MORGAN LIBRARY 226 MADISON AVENUE NEW YORK NY 10016 NONE PC CONSERVATION FELLOWSHIP ANNUAL SUPOPORT: ASSOCIATION OF FELLOWS 7500 PORT WASHINGTON LIBRARY FOUNDATION ONE LIBRARY DRIVE PORT WASHINGTON NY 11050 NONE PC BOOKS FOR DESSERT ADULT LITERACY FOR INTELLECTUAL CHALLENGED 15000 AMERICAN ANTIQUARIAN SOCIETY 185 SALISBURY STREET WORCESTER MA 01609 NONE PC ACCESSIBILITY AND PRESERVATION OF HAWAIIAN LANGUAGE MATERIALS ANNUAL FUND 5500 BOOK-A-DAY PROGRAM 513 SOUTH MELVILLE STREET PHILADELPHIA NY 19143 NONE PC ONIGIRI BOOK PHASE II 11292 HISPANIC SOCIETY MUSEUM AND LIBRARY 3741 BROADWAY NEW YORK NY 10032 NONE PC MANUSCRIPTS AND RARE BOOKS ANNUAL FUND 22000 INTERNATIONAL RESCUE COMITTTEE 12 EAST 42ND STREET NEW YORK NY 10168 NONE PC EDUCATIONAL PROGRAMS & GENERAL SUPPORT ADDITIOINAL FUNDS EARMARKED FOR EDUCATION 0 LIBRARY OF AMERICA 14 EAST 60TH STREET NEW YORK NY 10022 NONE PC ENVIROMENTAL BOOKS FOR CLASSROOM USE ANNUAL FUND 4500 THE GROLIER CLUB 47E 60TH STREET NEW YORK NY 10022 NONE PC THIS IS 3 YEAR PILOT PROJECT 43475 CENTER FOR BOOK ARTS 28 WEST 27TH STREET NEW YORK NY 10001 NONE PC QC BOOK LAB 2025 COLLECTIONS STEWARDSHIP & ADVANCEMENT ANNUAL FUND MEMBERSHIP 62000 NY PRESBYTERIAN DEPT OF SURGERY HERBERT PAVILLION 630 W 168TH STREET NEW YORK NY 10032 NONE PC SCORE TOTAL OF GRANTS: 47,221 BEHIND THE KNIFE: ORAL BOARD REVIEW COURSE TRUE LEARN RESIDENT IN-SERVICE JOURNAL OF MEDICAL INSIGHT 56917 92ND STREET Y 1395 LEEXINGTON AVENUE NEW YORK NY 10128 NONE PC TEEN PRODUCCERS 35000 PARIS REVIEW FOUNDATION 544 WEST 27TH STREET FL 3 NEW YORK NY 10001 NONE PC WRITERS AT WORK: INTERVIEW WITH WRITERS 6000 EDDUCATION THROUGH MUSIC 122 EAST 42ND STREET 1501 NEW YORK NY 10168 NONE PC MUSIC AND LITERACY IN NYC SCHOOL PARTNERSHIP PROGRAMS 25000 PORT WASHINGTON PARENT RESOURSCE CENTER 232 MAIN STREET PORT WASHSINGTON NY 11050 NONE PC OUTREACH PROGRAM: STEPPING STONE CLASSES, SUMMER ENRIVHMENT PROGRAM & SCHOLARSHIP FUND 25000 NATIONAL COUNCIL OF JEWISH WOMEN 2055 L STREET NNW SUITE 650 WASHINGTON DC 20036 NONE PC CHILDREN'S LITERACY PROGRAM 25000 THE BOOK FAIRIES INC 70 NORTH MAIN STREET FREEPORT NY 11520 NONE PC DISTRIBUTE BOOKS TO NEEDY CHILDREN ON LONG ISLAND 25000 UNION SETTLEMENT ASSOCIATION 2089 32RD AVENUE NEW YORK NY 10029 NONE PC EARLY CHILDHOOD EDUCATION LITERACY PROGRAMS FOR ADULTS 325000 GODDARD RIVERSIDE COMMUNITY CENTER 26 WEST 84TH STREET NEW YORK GA 10024 NONE PC TUTORING ALL SUBJECTS 15000 SANCTUARY FOR FAMILIES PO BOX 1406 WALL STREET STATION NEW YORK NY 10024 NONE PC ECONOMIC EMPOWERMENT PROGRAM 25000 STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12553 NONE PC STORM KING ARCHIVES SUPPORT 25000 UCLA CENTER FOR 17TH & 18TH CENTURY STUDIES 3312 ROLFE HALL LOS ANGELES CA 90095 NONE PC DIVERSIFYING THE CLASSICS: LIBRARY OF TRANSLATED HISPNIC CLASSICAL PLAYS 0 BEHIND THE BOOK 216 WEST 135TH STREET NEW YORK NY 10030 NONE PC GENERAL OPERATING BUDGET / LITERACY PROGRAMS IN 14 NYC TITLE I PUBLIC SCHOOLS 30000 PHILOBIBLON 110 SPROUL HALL BERKELEY CA 94720 NONE PC SUPPORT FOR MIGRATING DATABASE 10000 RISING GROUND 151 LAWRENCE STREET BROOKLYN NY 11201 NONE PC PARENT/CHILD & CORE FAMILY CHILD CARE PROGRAM 10000 CYD 240 2ND AVENUE NEW YORK NY 10003 NONE PC BILINGUAL TUTOR 10000 THE CENTER FOR FICTION 15 LAFAYETTE AVENUE BROOKLYN NY 11217 NONE PC BOOKS FOR KID READ/WRITE PROGRAMS 35000 VISITNG NURSE SERVICE 220 EAST 42ND STREET NEW YORK NY 10017 NONE PC PHYSICIAN FELLOWSHIP TRAINING PROGRAM 8500 AMERICAN PHILOSOPHICAL SOCIETY 104 SOUTH 5TH STREET PHILADELPHIA PA 19106 NONE PC ANNUAL FUND FOR LIBRARY 6355 WNET 825 EIGTH AVENUE NEW YORK NY 10019 NONE PC LET'S LEARN BROOKLYN 30000 AMERICAN TRUST FOR THE BRITISH LIBRARY 562 ST MARKS AVENUE BROOKLYN NY 11216 NONE PC ANNUAL FUND 500 NEW YORK PUBLIC LIBRARY 171 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC TILDEN CONSERVATOR 3500 HIGHBRIDGE VOICES CORPORATION 1360 MERRIAM AVENUE BRONX NY 10452 NONE PC LITERACY/MUSIC PROGRAM IN SOUTH BRONX 0 TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING 55 BROAD STREET NEW YORK NY 10004 NONE PC FURTHER RESPECT FOR INCLUSION 0 FOLGER SHAKESPEARE LIBRARY 201 EAST CAPITOL STREET SE WASHINGTON DC 20003 NONE PC ANNUAL FUND FOR THE COLLECTION 0 LIBRARY COMPANY OF PHILADELPHIA 1314 LOCUST STREET PHILADELPHIA PA 19107 NONE PC ANNUAL FUND/ACQUISITION 5500 NATIONAL HUMANITIES CENTER (NC) 7 TW ALEXANDER DRIVE RESEARCH TEMPLE NC 27709 NONE PC ANNUAL FUND 3000 NEW-YORK HISTORICAL SOCIETY 170 HISTORICAL SOCIETY NEW YORK NY 10024 NONE PC MATCHING GRANT 0 PHI BETA KAPPA 1606 NEW HAMSPHIRE AVENUE WASHINGTON DC 20009 NONE PC ANNUAL SUPPORT 500 VOLUNTEERS OF AMERICAREGENT FAMILY RESIDENCE 2720 BROADWAY NEW YORK NY 10025 NONE PC ANNUAL FUND 7000 AMERICAN PRINTING HISTORY ASSOCIATION PO BOX 4519 GRAND CENTRAL STATION NEW YORK NY 10163 NONE PC MEMBERSHIP LIEBMAN LECTURE FUND 250 BOOK CLUB OF CALIFORNIA 312 SUTTER STREET SAN FRANCISCO CA 94108 NONE PC GENERAL SUPPORT 250 PINE NEEDLES FOUNDATION 1095 PARK AVENUE APT 12C NEW YORK NY 10128 NONE PC CHARITABLE CONTRIBUTION 30000 EAST HARLEM TUTORIAL PROGRAM 105 EAST 105TH STREET NEW YORK NY 10029 NONE PC OUT-OF-SCHOOL-TIME PROGRAM: LITERACY EDUCATION 0 BROOKLYN PUBLIC LIBRARY 10 GRAND ARMY PLAZA BROOKLYN NY 11238 none PC "Brooklyn Connection" grades 4-12 do archival research that leads to AMERICAN REVOLUTION ANNIVERSARY exhibitionS 20000 FRANKLIN FURNACE 30-30 47th Avenue Suite 470 Long Island City NY 11101 NONE PC GENERAL SUPPORT 250 POETS HOUSE INC 10 RIVER TERRACE NEW YORK NY 10282 NONE PC GENERAL SUPPORT 15000 PUSHCART PLAYERS INC 261 BLOOMFIELD AVE 1 VERONA NJ 07044 NONE PC GENERAL SUPPORT 32000 ROSENBACH MUSEUM AND LIBRARY 2000-2010 DELANCY STREET PHILADELPHIA PA 19103 NONE PC GENERAL SUPPORT 10000 STORYTELLING ARTS INC PO BOX 157 LAMBERTVILLE NJ 08530 NONE PC GENERAL SUPPORT 25000 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 1111 FRANKLIN STREET 12TH FLOOR OAKLAND CA 94607 NONE PC GENERAL SUPPORT 13772 QUEENS COLLEGE FOUNDATION 65-30 KISSENA BLVD FLUSHING NY 11367 NONE PC CALIGRAPHY CLASS: PILOT CLASS MLIS SUMMMER BOOK LAB SCHOLARSHIPS 133139 1316352 14 232892 01 32 18 851010 LITIGATION SETTLEMENT 1083934 1083934 false false false false false false false false false false HOFFMAN MULLIGAN, CPAS, LLP 7395 3697 3698 TAXPAYER ELECTS TO APPLY UNDISTRIBUTED INCOME FROM PRIOR YEARS TO CURRENT YEAR DISTRIBUTIONS NEUBERGER BERMAN NEUBERGER BERMAN PROVIDES INVESTMENT ADVISORY SERVICES RELATING TO THE MANAGMENT OF THE FOUNDATION'S INVESTMENTS 675 SHS OF LINDE PLC 169995 287812 6800 SHS OF CORTEVA INC 176148 455803 4700 SHS OF KROGER CO 0 0 60000 SHS OF MONDELEZ INTL INC 59845 60317 3500 SHS UBER TECHNOLOGIES INC 247409 285984 950 SHS UNILEVER PLC SPON 0 0 880 SHS AMAZON 196974 203121 900 SHS EXPEDIA GROUP INC 115650 254979 4500 SHS EQT CORP 172587 241200 1755 SHS AON PLC SHS CL A 99935 619304 1229 SHS BERKSHIRE HATHAWAY 110562 617757 21750 SHS BROOKFIELD 222029 998108 1000 SHS BUNGE GLOBAL SA 0 0 3500 SHS PROGRESSIVE CORP 96240 797020 1275 SHS TRAVELERS COMPANIES 94493 369827 815 SHS OF ASTRAZANCA 67510 74923 202 SHS ELI LILY 134441 217085 1250 SHS JOHNSON & JOHNSON 124593 258688 300 SHS REGENERON 176626 239280 1100 SHS AVERY DENNISON CORP 106957 200068 2218 SHS HONEYWELL 124155 432710 365 SHS OF ROPER TECHNOLOGIES 161616 162472 2275 SHS TEXTRON INC 106343 198312 675 SHS ACCENTURE PLC 211624 181103 750 SHS MICROSOFT CORP 317949 362715 2300 SHS ORACLE CORP 185909 448293 2369 SHS RTX CORPORATION 148901 379455 3525 SHS T-MOBILE US INC 212146 695412 3070 SHS TEXAS INSTRUMENTS INC 99596 480567 50000 SHS BANK MONTREAL 50000 SHS STANLEY BLACK 50000 SHS AMERICAN EXPRESS CO 60000 60920 4000 SHS EASTMAN CHEM CO NOTE 35000 SHS GENERAL MILLS INC 50000 SHS KEYCORP SER Q MTN 50000 SHS JOHN DEERE CAPITAL 59947 60691 45000 SHS WELL FARGO & CO SER 25000 SHS TRANSCANADA PIPELINE 23000 SHS EXPRESS SCRIPTS HLDG 970 SHS OF NEXTERA 82899 77872 40000 SHS GILEAD SCIENCES INC 40091 39982 35000 SHS LEGG MASON INC NOTE 35050 35029 50000 SHS BANK AMERICA CORP 0 0 45000 SHS WESTPAC BANKING 45340 44832 50000 SHS VALERO ENERGY CORP 50575 49762 60000 SHS DTE ELEC 59951 60410 60000 SHS NATIONAL RURAL UTIL 59974 60910 60000 SHS CINTAS CORP NO 2 59923 60298 40000 SHS MARATHON OIL CORP 0 0 60000 SHS CUMMINS INC 59958 60467 40000 SHS DOMINION ENERGY INC 41244 40134 40000 SHS EDWARDS LIFESCIENCES 41548 40253 40000 SHS WILLIS NORTH AMER 40874 40288 40000 SHS DUKE ENERGY 41614 40100 60000 SHS CITIGROUP INC 60000 60860 55000 SHS TORONTO DOMINION 55000 56419 50000 SHS JOHNSON CTLS INTL 49925 52040 50000 SHS TOYOTA MTR CR CORP 50005 50644 50000 SHS CVS HEALTH CORP NOTE 49667 51368 55000 SHS ORACLE CORP NOTE 54812 54518 55000 SHS NORFOLK SOUTHN CORP 54888 57016 60000 SHS CHEVRON 59908 60580 60000 SHS BANK NEW YORK MELLON 60000 61697 60000 SHS TMOBILE CALL 59925 59642 50000 SHS AMERIPRISE FINL INC 49988 50433 50000 SHS FIDELITY NATL 50134 51076 50000 SHS ZOETIS INC NOTE CALL 49328 53094 50000 SHS ALLSTATE CORP NOTE 50095 52045 55000 SHS PUBLIC STORAGE OPER 54905 56922 50000 SHS THERMO FISHER 50000 51899 50000 SHS FISERV INC NOTE CALL 0 0 25000 SHS MARSH & MCLENNAN COS 24904 26259 50000 SHS STATES STR CORP NOTE 50163 50647 50000 SHS BELL TEL CO CDA-BELL 49911 50700 40000 SHS NASDAQ INC NOTE CALL 40261 42006 50000 SHS PEPSICO SINGAPORE 49902 50598 55000 SHS ADOBE INC NOTE CALL 54893 56835 45000 SHS WALGREENS BOOTS 0 0 40000 SHS PARAMOUNT GLOBAL 0 0 40000 SHS APA CORPORATION 40240 39656 1000 SHS BANK AMERICA CORP 26041 20760 6700 SHS DIAMOND OFFSHORE 55,000 SHS HOME DEPOT 54611 56872 55,000 SHS ROPER TECHNOLOGIES 54898 55598 60,000 SHS OF LAB CORP AMER HL 59765 59935 60,000 SHS STRYKER CORP 59682 59645 55,000 SHS OF QUEST DIAGNOSTIC 54877 55624 60000 SHS JP MORGAN CALL 60133 62707 CJ TAN SPRING LLC 5270716 22322481 TO ADJUST INVESTMENT IN SECURITIES 0 MISMISCELLANEOUS FEES 40430 40430 MISCELLANEOUS FEES OTHER INVESTMENT EXPENSES BOND PREMIUM LITIGATION SETTLEMENT 32 32 TO ADJUST UNRESTIRCTED NET ASSETS 71773 INVESTMENT ADVISORY FEES 115936 115936 FOREIGN TAX 1400 1400 FEDERAL TAX 9663