2026-07-20T14:55:24-05:00 2025-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 3 TIMES SQUARE NEW YORK NY 10036 990PF 2025-01-01 371532952 HAINES FAMILY FOUNDATION C/O THE BROMLEY COMPANIES HAIN 2128077744 120 FIFTH AVENUE 6TH FLOOR NEW YORK NY 10011 WILLIAM L HAINES PRESIDENT 2128077744 2026-07-16 1 ELIZABETH MORIN P01256691 2128403456 2026-07-16 2025 2025-03-06 01:10:19Z X 1642299 X X 38412 38412 73889 250032 73889 112301 112301 0 0 0 12462 412 0 1233 1233 0 13695 1645 0 231509 231509 245204 1645 231509 -132903 110656 36489 3858 3858 806505 752456 1305960 310258 235668 240782 79890 79890 80708 7340 10991 10991 1240482 1082863 1642299 0 0 X 1240482 1082863 0 0 0 0 1240482 1082863 1240482 1082863 1240482 -132903 0 1107579 24716 1082863 CAPITAL GAINS DIVIDENDS 34728 34728 34728 PUBLICLY TRADED SECURITIES 83900 83769 131 131 PUBLICLY TRADED SECURITIES 131404 92374 39030 39030 73889 1538 0 1538 0 1538 6240 0 0 0 6240 0 4702 4702 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A WILLIAM L HAINES 2128077744 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM L HAINES 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 PRESIDENT 0.75 0 0 0 ANGELA HAINES 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 SECRETARY AND TREASURER 0.50 0 0 0 NICHOLAS HAINES 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 VICE PRESIDENT 0.75 0 0 0 REBECCA HAINES KEMPTON 120 FIFTH AVE 6TH FLOOR NEW YORK NY 10011 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 0 1616227 11468 0 1627695 0 0 1627695 24415 1603280 80164 80164 1538 1538 78626 0 78626 0 78626 231509 0 231509 78626 0 0 78384 33626 160800 156694 429504 231509 0 0 0 78626 152883 0 0 582387 0 0 0 0 0 0 0 582387 78384 33626 160800 156694 152883 WILLIAM L HAINES X AT THE WORLDS EDGE MUSIC FOUNDATION INC 418 BROADWAY STE R ALBANY NY 122072922 NONE PC GENERAL 2500 CARAMOOR CENTER FOR MUSIC AND THE ARTS PO BOX 816 KATONAH NY 10536 NONE PC GENERAL 72800 CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 NONE PC GENERAL 1000 CHILDREN'S HOSPITAL OF CHICAGO 225 ECHICAGO AVE CHICAGO IL 60611 NONE PC GENERAL 5000 ITHACA COLLEGE - ITHACA HAINES ARTISTS RESIDENCY 953 DANBY ROAD ITHACA NY 148509948 NONE PC GENERAL 25000 MUSIC AND DANCE THEATRE OF CHICAGO 205 EAST RANDOLPH CHICAGO IL 60601 NONE PC GENERAL 10000 NEW YORK CITY CENTER 130 WEST 56TH STREET NEW YORK NY 10019 NONE PC GENERAL 9129 SARASOTA OPERA 61 N PINEAPPLE AVENUE SARASOTA FL 34236 NONE PC GENERAL 25000 STORYVILLE CENTER FOR THE SPOKEN WORD (DBA THE MOTH) 75 BROAD STREET26TH FLOOR NEW YORK NY 10004 NONE PC GENERAL 6080 SYMPHONY SPACE 2537 BROADWAY NEW YORK NY 10025 NONE PC GENERAL 10000 TEATRO NUOVO 820 W END AVE APT 2D NEW YORK NY 100255326 NONE PC GENERAL 20000 THE FORTUNE SOCIETY 29-76 NORTHERN BLVD LONG ISLAND CITY NY 11101 NONE PC GENERAL 6500 THE JED FOUNDATION 6 EAST 39TH ST STE 1204 NEW YORK NY 10016 NONE PC GENERAL 1000 YOUNG CONCERT ARTISTS 1776 BROADWAY SUITE 1500 NEW YORK NY 10019 NONE PC GENERAL 37500 231509 0 14 38412 18 73889 0 112301 0 112301 0 0 0 0 0 0 0 0 0 0 HAINES FAMILY FOUNDATIONEIN: 137-1532952C/O THE BROMLEY COMPANIES 120 FIFTH AVENUE, 11TH FLOORNEW YORK, NY 10011PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEARS ENDING 2011 IN THE AMOUNT OF $7,792 APPLE INC FXD RT SR NT 6003 5981 BERKSHIRE HATHAWAY INC DEL FXD 6088 5990 GOLDMAN SACHS GROUP INC 8013 7993 BERRY GLOBAL INC 3798 3996 CVS HEALTH CORP 3994 4002 THE CAMPBELLS CO 4019 4009 GA PWR CO 6047 6077 PHILLIPS 66 CO 6034 6096 AMERN TOWER CORP 3831 3962 CSX CORP 1945 1997 TAKE-TWO INTERACTIVE SOF 6006 6116 NETFLIX INC 6076 6128 BK OF NY MELLON CORP 4023 4062 INTUIT INC 3060 3094 SPRINT CAP CORP 5364 5366 BRISTOL-MYERS SQUIBB CO 4048 4112 CITIGROUP INC 4850 4997 COMCAST CORP 4078 4129 KINDER MORGAN INC 6035 6170 DH EUROPE FIN II 3625 3790 WELLS FARGO & CO 7056 7209 WASTE CONNECTIONS INC 5392 5658 LOWE'S COS INC 6134 6422 MARTIN MARIETTA MATL 5981 6316 SALESFORCE INC 5875 6225 THERMO FISHER SCIENTIFIC 5855 6247 ECOLAB INC 4237 4413 PNC FINL SERVICES 4208 4511 MOODY'S CORP 2960 2960 BK OF AMER CORP 7694 7980 META PLATFORMS INC 4076 4116 CISCO SYS INC 4066 4116 KIMCO RLTY OP LLC 5411 5516 ABBVIE INC 4059 4111 ANHEUSER-BUSCH INBEV WOR 5035 5168 CANADIAN PAC RY 2801 2941 NUTRIEN LTD 6053 6098 JPM 100% US TREAS FD- PREMIER 247 247 WELL TOWER OP LLC 3005 3020 SHERWIN WILLIAMS CO 5269 5527 TRUIST FINL CORP 2956 3097 ZOETIS INC 3112 3186 DUKE ENERGY OH INC 3047 3108 AMERN EXPRESS CO 2948 3076 MCDONALD'S CORP 6945 7080 SYSCO CORP 4170 4143 UN ELEC CO 2046 2060 EXTRA SPACE STORAGE LP 5093 5126 ENBRIDGE INC 2056 2069 EOG RES INC 2057 2055 VERIZON COMMUNICATIONS 2817 2811 VERISK ANALYTICS INC 3034 3014 ROYAL BK OF CANADA 3036 3089 VANGUARD INTL FD FTSE DEVELOPED MKTS ETF 153957 198655 HONEYWELL INTL INC 5944 6043 MORGAN STANLEY 9096 9363 UNITEDHEALTH GROUP INC 7030 7170 JPM LARGE CAP GRWTH FD - CL I 182897 205124 JPM VALUE ADVANTAGE FD - CL I 148282 139722 SPDR S&P 500 ETF 245250 739883 JPMORGAN EQUITY PREMIUM INCO FMV 79890 80708 LOANS AND EXCHANGE 7340 10991 10991 UNREALIZED GAIN/LOSS 24716 INVESTMENT ADVISORY FEES 1233 1233 0 FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 12050 0 0 FOREIGN TAX PAID 412 412 0