2026-06-05T12:47:59-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1500 RXR PLAZA WEST TOWER UNIONDALE NY 11556 990PF 2025-01-01 562475574 THE TOBY AND NATALY RITTER FAMILY FOUNDATION TOBY 9144008445 CO V RITTER 330 CARROLL CLOSE TARRYTOWN NY 10591 VICTORIA RITTER TREASURER 9144008445 2026-05-31 1 SUSAN TEICHER CFP P00226488 5167472000 2026-06-03 2025 2025-03-06 01:10:19Z X 6556039 X 0 X 2318 2318 96459 95930 366197 955521 366197 75706 0 540680 464445 0 0 0 13650 13650 0 52673 52673 0 3934 3934 0 32600 32600 0 102857 102857 0 322400 322400 425257 102857 322400 115423 361588 84753 78130 78130 18371 31871 31871 4398190 4095367 6446038 4501314 4205368 6556039 105344 105344 105344 105344 X 0 0 0 0 4395970 4100024 4395970 4100024 4501314 4205368 4395970 115423 0 4511393 411369 4100024 UBS 3858 3188 670 670 UBS 379203 365554 13649 13649 UBS 770 495 275 275 CS X 2357 11820 11170 650 650 CS X 8657 277142 189164 87978 87978 K-1 URSULA CAPITAL PARTNERS 9542 -9542 -9542 K-1 URSULA CAPITAL PARTNERS 282728 282728 282728 K-1 URSULA CAPITAL PARTNERS 10211 -10211 -10211 366197 5026 0 5026 0 5026 4983 0 0 0 4983 0 43 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 0 0 0 1 N/A VICTORIA RITTER 9144008445 330 CARROLL CLOSE TARRYTOWN NY 10591 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MERIDITH GREENBAUM 1933 BRANDYWINE STREET PHILADELPHIA PA 19130 PRESIDENT 1.00 0 0 0 VICTORIA RITTER 330 CARROLL CLOSE TARRYTOWN NY 10591 TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 4429863 125952 1669976 6225791 0 0 6225791 93387 6132404 306620 306620 5026 13116 18142 288478 0 288478 0 288478 322400 0 322400 288478 244939 0 0 322400 244939 0 0 77461 0 0 0 0 0 0 0 0 211017 0 0 0 X ACLU OF PENNSYLVANIA PO BOX 60173 PHILADELPHIA PA 19102 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 30000 ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BLDG 729 BRONX NY 104619337 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 ARTS WESTCHESTER 31 MAMARONECK AVE 3RD FLOOR WHITE PLAINS NY 10601 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 AUSTIN FILM SOCIETY 1901 E 51ST STREET AUSTIN TX 78723 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 BARTRAM'S GARDEN 5400 LINDBERGH BLVD PHILADELPHIA PA 19143 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 BURKE REHABILITATION HOSPITAL 785 MAMARONECK AVE WHITE PLAINS NY 10605 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 CHABAD OF RIVERTOWNS 303 BROADWAY DOBBS FERRY NY 10522 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 COMMUNITY FOOD PANTRY 43 S BROADWAY TARRYTOWN NY 10591 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 6000 CURE SMA 925 BUSSE RD ELK GROVE VILLAGE IL 60007 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 60000 DYSAUTONOMIA INTERNATIONAL 67 WOODLAWN AVE EAST MORICHES NY 11940 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10000 EMILIN THEATER 153 LIBRARY LN MAMARONECK NY 10543 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 FAIRMONT PARK CONSERVANCY THE OHIO HOUSE 4700 STATE DR PHILADELPHIA PA 19131 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 FEEDING WESTCHESTER 200 CLEARBROOK RD ELMSFORD NY 10523 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 7000 FIDF FRIENDS OF THE IDF PO BOX 4224 NEW YORK NY 10163 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 76000 GREATER MENTAL HEALTH OF NEW YORK 580 WHITE PLAINS RD SUITE 510 TARRYTOWN NY 10591 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 HABITAT FOR HUMANITY INTERNATIONAL 322 W LAMAR STREET AMERICUS GA 31709 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2500 HOPES DOOR 50 BROADWAY HAWTHORNE NY 10532 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 LARCHMONT TEMPLE 75 LARCHMONT AVENUE NEW YORK NY 10538 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 LEUKEMIA & LYMPHOMA SOCIETY 3 INTERNATIONAL DRIVE SUITE 200 RYE BROOK NY 10573 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 MANNA 1101 BOSTON RD THE BRONX NY 10456 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 MASTERS SCHOOL 49 CLINTON AVENUE DOBBS FERRY NY 10522 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS -5000 MOVING TRADITIONS 8380 OLD YORK ROAD STE 4300 ELKINS PARK PA 19027 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 NATIONAL COUNCIL OF JEWISH WOMEN NEW YORK 241 W 72ND STREET NEW YORK NY 100232703 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 NY CITY BALLET 20 LINCOLN CENTER PLAZA NEW YORK NY 10023 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 3000 OUTWARD BOUND SCHOOL 227 W 61ST STREET NEW YORK NY 10023 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2500 PINELANDS PRESERVATION ALLIANCE 17 PEMBERTON ROAD SOUTHAMPTON NJ 08088 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 PLANNED PARENTHOOD HUDSON-PECONIC 4 SKYLINE DR HAWTHORNE NY 10532 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 20000 PURCHASE COLLEGE FOUNDATION 735 ANDERSON HILL RD PURCHASE NY 105771402 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 TARRYTOWN POLICE BENEVOLENT ASSOCIATION 150 WEST FRANKLIN STREET TARRYTOWN NY 10591 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 TARRYTOWN VOLUNTEER AMBULANCE CORPS PO BOX 132 TARRYTOWN NY 10591 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 TEMPLE BETH ABRAHAM 25 LEROY AVE TARRYTOWN NY 10591 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5400 THE DAILY ORANGE 230 EUCLID AVENUE SYRACUSE NY 13244 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 THE MAIN IDEA 180 EAST PROSPECT AVE 178 MAMARONECK NY 10543 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 THE NATURE CONSERVANCY 250 LAWRENCE ROAD COLD SPRING HARBOR NY 11724 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10000 THE SUMMER CAMP 8 CHURCH ST BRIDGTON ME 04009 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 WESTCHESTER COMMUNITY COLLEGE FOUNDATION 75 GRASSLANDS ROAD VALHALLA NY 10595 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 WHITE PLAINS HOSPITAL FOUNDATION 101 EAST POST ROAD WHITE PLAINS NY 10601 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 WHITE PLAINS PERFORMING ARTS CENTER 11 CITY PLACE WHITE PLAINS NY 10601 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 914 CARES 28 KAYSAL COURT SUITE 1 ARMONK NY 10504 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 FAMILY YMCA OF TARRYTOWN PO BOX 580 TARRYTOWN NY 10591 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 COMPLEXIONS FOUNDATION INC 244 FIFTH AVENUE NEW YORK NY 10001 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 2000 REFUAH HELPLINE REFERRALS INC 25 ROBERT PITT DR SUITE 204 MONSEY NY 10952 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 ANDREW MCDONOUGH B FOUNDATION 101 ROCKLAND CIRCLE WILMINGTON DE 19803 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 1000 VILLANOVA UNIVERSITY 800 E LANCASTER AVE VILLANOVA PA 19085 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 CARBON CAPTURE COALITION 1600 MANOR DR SUITE 110 CHALFONT PA 18914 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 5000 SURE CLEAN AIR TASK FORCE 114 STATE STREET 6TH FL BOSTON MA 02109 PC TO HELP SUPPORT CHARITABLE ORGANIZATIONS 10000 322400 0 14 2318 14 96459 18 366197 INCOME/ LOSS FROM URSULA CAPITAL PARTNERS 900003 84414 INCOME/ LOSS FROM URSULA CAPITAL PARTNERS 900003 18 -8708 84414 456266 0 540680 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13650 13650 0 CORPORATE STOCKS, BONDS & OTHER INVESTMENTS - DETAILS AVAILABLE FMV 2587750 4776062 INVESTMENT IN URSULA CAPITAL PARTNERS FMV 1507617 1669976 UNREALIZED LOSS ON SECURITIES - URSULA CAPITAL PARTNERS 411369 NYS FILING FEE 250 250 0 BOOKKEEPING 86 86 0 K-1 URSULA CAPITAL PARTNERS LP 32264 32264 0 INCOME/ LOSS FROM URSULA CAPITAL PARTNERS 84414 84414 INCOME/ LOSS FROM URSULA CAPITAL PARTNERS -8708 -8708 DUE TO AFFILIATE 105344 105344 ADVISORY FEES 52673 52673 0 FOREIGN TAX PAID 3684 3684 0 NYS CORP TAX 250 250 0