2026-07-16T11:10:30-05:00 2026-03-31 873231666 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-04-01 136164757 SOCIETY OF FRIENDLY SONS OF ST PATRICK IN THE CITY OF NEW YORK SOCI 2122691770 3 WEST 51ST STREET NEW YORK NY 100193674 MICHAEL K BURKE TREASURER 2122691770 2026-07-16 1 SCOTT BROWN P02104034 2122862600 2026-06-25 2025 2025-03-06 01:10:19Z X 3295127 X 23701 X 131 131 70385 70385 915259 2351274 915259 1255 865 390 525619 0 1535485 985775 0 0 0 118933 0 118933 27657 0 27115 188 0 188 33124 0 33124 24091 23731 360 13372 0 0 39520 0 39780 103366 0 103366 3000 0 6457 362413 0 343894 725664 23731 673217 135000 166250 860664 23731 839467 674821 962044 119020 201001 73465 73465 67204 3154 45251 64050 64050 174278 1022857 1022857 1962630 1047364 1047364 633312 1052544 1052544 92389 34847 34847 3227881 3295127 3295127 35530 31134 127150 95900 1575 20475 73982 46035 238237 193544 X 2989644 3101583 2989644 3101583 3227881 3295127 2989644 674821 0 3664465 562882 3101583 PUBLICLY TRADED SECURITIES 2351274 1436015 915259 915259 915259 13372 0 13372 0 13372 0 0 0 0 0 0 13372 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 WWW.FRIENDLYSONSNYC.COM JACQUELINE MCCARTHY 2122691770 3 WEST 51ST STREET NEW YORK NY 100193674 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 LAWRENCE H COOKE II 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 PRESIDENT 1.00 0 0 0 PETER D MCGUIRE 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 PRESIDENT THRU 06/25 2.00 0 0 0 SEAN T O'BRIEN 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 FIRST VICE-PRESIDENT 1.00 0 0 0 GARY P SHEEHAN 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 SECOND VICE-PRESIDENT AS OF 06/25 5.00 0 0 0 MICHAEL K BURKE 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TREASURER 5.00 0 0 0 NED BROWNE 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 SECRETARY 3.00 0 0 0 NAN MOORE SMITH 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 ALMONER 1.00 0 0 0 KEVIN P GILDEA 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 HISTORIAN 1.00 0 0 0 THOMAS H SULLIVAN 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 CHAIRMAN 3.50 0 0 0 JOHN A COLEMAN III 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE THRU 09/25 2.00 0 0 0 JEAN C STOUT 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 4.00 0 0 0 THOMAS M O'BRIEN 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 2.00 0 0 0 JOHN C WALTON 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 2.00 0 0 0 ELLEN G FITZSIMONS 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 10.00 0 0 0 ROBERT J REILLY 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 7.00 0 0 0 MARK B CODD 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 3.00 0 0 0 MICHAEL F DOYLE 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE 2.00 0 0 0 PETER E SCALES JR 3 WEST 51ST STREET SUITE 604 NEW YORK NY 100193674 TRUSTEE AS OF 09/25 2.00 0 0 0 JACQUELINE MCCARTHY 3 W 51ST STREET NEW YORK NY 100193764 OFFICE MANAGER 35.00 118933 27657 0 0 NONE 0 0 3037008 143418 2400 3182826 0 0 3182826 47742 3135084 156754 156754 13372 13372 143382 0 143382 0 143382 839467 0 839467 143382 0 0 209100 455879 690779 775627 683730 2815115 839467 0 0 0 143382 696085 0 0 3511200 0 0 0 0 0 0 209100 3302100 455879 690779 775627 683730 696085 X ACADEMY OF MOUNT ST URSULA 330 BEDFORD PARK BLVD BRONX NY 10458 N/A PC GENERAL OPERATING SUPPORT 5000 AISLING IRISH COMMUNITY CENTER 990 MCLEAN AVE YONKERS NY 10704 N/A PC GENERAL OPERATING SUPPORT 7500 CARMELITE SISTERS FOR THE AGED AND INFIRM 600 WOODS ROAD GERMANTOWN NY 12526 N/A PC GENERAL OPERATING SUPPORT 7500 EMERALD ISLE IMMIGRATION CENTER INC 5926 WOODSIDE AVE WOODSIDE NY 11377 N/A PC GENERAL OPERATING SUPPORT 7500 HEARTS TO HOMES FURNISHINGS INC 51 LINDBERGH PL YONKERS NY 10707 N/A PC GENERAL OPERATING SUPPORT 7500 HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POOR OF THE CITY OF NEW YORK 2999 SCHURZ AVENUE BRONX NY 10465 N/A PC GENERAL OPERATING SUPPORT 7500 INNER CITY SCHOLARSHIP FUND 1011 FIRST AVENUE SUITE 1800 NEW YORK NY 10022 N/A PC FRIENDLY SONS OF ST. PATRICK SCHOLARS PROGRAM 40000 IRISH ARTS CENTER 553 WEST 51ST STREET NEW YORK NY 10019 N/A PC ALMOST HOME CAMPAIGN 31250 MARIST BROTHERS CENTER AT ESOPUS FOUNDATION PO BOX 252 ESOPUS NY 12429 N/A PC GENERAL OPERATING SUPPORT 7500 MERCY CENTER CORPORATION 1106 MAIN STREET ASBURY PARK NJ 07712 N/A PC GENERAL OPERATING SUPPORT 7500 SAIL250 NEW YORK INC 519 EAST 86TH STREET NEW YORK NY 10028 N/A PC GENERAL OPERATING SUPPORT 10000 SAINT CHRISTOPHER'S INN INC 21 FRANCISCAN WAY GARRISON NY 10524 N/A PC GENERAL OPERATING SUPPORT 7500 SISTER ANNUNCIATA BETHELL SENIOR CENTER 243 E 204TH STREET BRONX NY 10458 N/A PC GENERAL OPERATING SUPPORT 15000 ST ELIZABETH SETON CHILDRENS FOUNDATION LTD 300 CORPORATE BLVD S YONKERS NY 10701 N/A PC GENERAL OPERATING SUPPORT 5000 166250 IRISH ARTS CENTER 553 WEST 51ST STREET NEW YORK NY 10019 N/A PC ALMOST HOME CAMPAIGN 93750 THE BASILICA OF ST PATRICK'S OLD CATHEDRAL 263 MULBERRY STREET NEW YORK NY 10012 N/A PC GENERAL OPERATING SUPPORT 2150 95900 115219 14 131 14 70385 18 915259 01 82304 01 390 0 1068469 115219 1183688 2 MEMBERSHIP DUES CONTRIBUTED FOR THE SOCIETY'S MISSION. 0 0 0 0 0 0 0 0 0 0 FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION 33124 0 33124 AES CORP (AES) 1,500.000 SHARES 21135 21135 ALIBABA GROUP HLDG LTD (BABA) 100.000 SHARES 12546 12546 ALPHABET INC CL A (GOOGL) 300.000 SHARES 86268 86268 AMAZON COM INC (AMZN) 300.000 SHARES 62481 62481 AMGEN INC (AMGN) 150.000 SHARES 52778 52778 APPLE INC (AAPL) 200.000 SHARES 50758 50758 BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 125.000 SHARES 59900 59900 BOEING CO (BA) 100.000 SHARES 19903 19903 BROOKFIELD CORP CL A (BN) 1,200.000 SHARES 48564 48564 CANADIAN PACIFIC KANSAS CITY (CP) 400.000 SHARES 31463 31463 CITIGROUP INC NEW (C) 500.000 SHARES 56705 56705 CORTEVA INC (CTVA) 100.000 SHARES 8371 8371 CVS HEALTH CORP COM (CVS) 300.000 SHARES 21546 21546 EXXON MOBIL CORP (XOM) 600.000 SHARES 101796 101796 HOME DEPOT INC (HD) 100.000 SHARES 32889 32889 INTL BUSINESS MACHINES CORP (IBM) 200.000 SHARES 48478 48478 JPMORGAN CHASE & CO (JPM) 100.000 SHARES 29416 29416 MC DONALDS CORP (MCD) 100.000 SHARES 31079 31079 MICROSOFT CORP (MSFT) 125.000 SHARES 46271 46271 NUCOR CORPORATION (NUE) 250.000 SHARES 42275 42275 NVIDIA CORPORATION (NVDA) 110.000 SHARES 19184 19184 ROCHE HOLDINGS ADR (RHHBY) 800.000 SHARES 39768 39768 SALESFORCE INC (CRM) 100.000 SHARES 18667 18667 SLB LIMITED (SLB) 600.000 SHARES 30834 30834 THERMO FISHER SCIENTIFIC (TMO) 50.000 SHARES 24577 24577 WALMART INC (WMT) 400.000 SHARES 49712 49712 1022857 1022857 0 0 INVESCO PREM US GOVT MNY INST (IUGXX) 778,098.730 SHARES FMV 778099 778099 ISHARES 3-7 YR TREASURY BD ETF (IEI) 500.000 SHARES FMV 59300 59300 SPDR GOLD TR GOLD SHS (GLD) 500.000 SHARES FMV 215145 215145 LEGAL FEES 188 0 188 SECURITY DEPOSITS 2400 2400 2400 RIGHT-OF-USE ASSET 69989 32447 32447 PREPAID DINNER EXPENSE 20000 UNREALIZED LOSS ON INVESTMENTS 561912 ADJUSTMENT FOR BEGINNING BALANCES 970 BANK SERVICE FEES 1300 0 1300 CREDIT CARD FEES 15359 0 15359 DUES AND SUBSCRIPTIONS 996 0 1044 FILING FEES 500 0 500 INSURANCE 2971 0 2971 OFFICE SUPPLIES AND EXPENSES 3707 0 3771 SPECIAL EVENTS - ANNUAL DINNER 323796 0 305165 SPECIAL EVENTS - IRISH ARTS CENTER CULTURAL EVENTS 4300 0 4300 TELEPHONE AND INTERNET 1515 0 1515 WEBSITE 7252 0 7252 PAYROLL SERVICE EXPENSES 717 0 717 MEMBERSHIP DUES AND ASSESSMENTS 115219 115219 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 410400 410400 LEASE LIABILITY 70465 32663 FEDERAL EXCISE TAX PAYABLE 3517 13372 INVESTMENT MANAGEMENT FEES 23731 23731 0 BUSINESS ADVISORY SERVICES 360 0 360 FEDERAL EXCISE TAX 13372 0 0