2026-02-11T10:51:42-08:00 2025-06-30 061528114 WF Carothers & Co LLC 1051 Old Academy Rd Fairfield CT 06824 990PF 2024-07-01 136400009 The Altschul Foundation ALTS 2124509851 c/o-Fox Rothschild LLP-101 Park Ave New York NY 10178 Daniel L Kurtz Treasurer 2124509851 2026-02-06 true true William F Carothers P01324818 2037676631 2026-02-11 X 2024 2025-03-06 01:10:19Z X 15193066 X 0 X 284 284 414377 414377 775825 4559961 775825 0 0 1190486 1190486 4211 4211 8773 4386 4387 109842 109842 14916 0 13412 3141 9826 151154 117369 18424 625000 625000 776154 117369 643424 414332 1073117 128387 79658 79658 83266 82809 82809 0 0 1487796 1326721 1326208 3684169 3563441 10465735 2481432 3226753 3238656 0 0 0 0 0 0 7865050 8279382 15193066 0 0 0 0 0 0 0 X 7865050 8279382 7865050 8279382 7865050 8279382 7865050 414332 8279382 8279382 Publicly traded securities 4559961 0 3784136 775825 0 0 0 775825 775825 14916 0 14916 0 14916 8218 0 8218 8218 X 31 6729 0 false false false false false false false true true NY true false false false false true N/A Treasurer 2124509851 101 Park Avenue New York NY 10178 false false false false true false false false false false false false false false false false false false false false false Susan Rothstein Schwimmer c/o Altschul Foundation 101 Park Av New York NY 10178 President, Trustee 3.00 0 0 0 Kathleen Diamant c/o Altschul Foundation 101 Park Av New York NY 10178 VP, Secretary, Trustee 2.00 0 0 0 Daniel L Kurtz Esq c/o Altschul Foundation 101 Park Av New York NY 10178 Treasurer, Trustee 2.00 0 0 0 Elizabeth Olofson c/o Altschul Foundation 101 Park Av New York NY 10178 Trustee 2.00 0 0 0 NONE 0 Carret Asset Management LLC 320 Park Avenue 18th Floor New York NY 10022 Investment management services 109842 0 Grants to various charitable organizations - see Part XIV listing. 625000 14809025 280045 0 15089070 0 15089070 226336 14862734 743137 743137 14916 14916 728221 728221 728221 643424 643424 728221 85445 32869 0 0 0 118314 643424 0 0 642776 648 85445 85445 33517 0 0 0 0 0 33517 32869 0 0 0 648 X Alvin Ailey Amer Dance Theatre 405 W 55th St New York NY 10019 PC General charitable,benevolent, scientific& educational purposes 23000 Anti-Defamation League 605 Third Ave New York NY 10158 PC General charitable,benevolent, scientific& educational purposes 10000 City of Hope (B I Rothstein Memorial Fund) 1500 E Duarte Rd Duarte CA 91010 PC General charitable,benevolent, scientific& educational purposes 33000 DonorsChooseorg 134 W 37th St New York NY 10018 PC General charitable,benevolent, scientific& educational purposes 4750 Ethical Culture Fieldston School 3901 Fieldston Road Bronx NY 10471 PC General charitable,benevolent, scientific& educational purposes 10000 Friends of McGill Univ 155 E 72nd St New York NY 10021 PC General charitable,benevolent, scientific& educational purposes 25000 Dana-Farber Cancer Institute 450 Brookling Ave Boston MA 02215 PC General charitable,benevolent, scientific& educational purposes 35000 Mt Sinai Sch of Med- ObstetricsGynecology& Reprod Sciences 1 Gustave Levy Place New York NY 10029 PC General charitable,benevolent, scientific& educational purposes 9000 Mt Sinai Sch of Med-Bronx Veterans Med Research Fdn 1 Gustave Levy Place New York NY 10029 PC General charitable,benevolent, scientific& educational purposes 10000 Pencil (Intership Program) 30 W 26th St New York NY 10010 PC General charitable,benevolent, scientific& educational purposes 9000 Read Alliance 80 Maiden Lane New York NY 10038 PC General charitable,benevolent, scientific& educational purposes 15000 Trustees of Tufts College 419 Boston Ave Medford MA 02155 PC General charitable,benevolent, scientific& educational purposes 9000 New Jewish Narrative (fka Americans for Peace Now) 1320 19th St NW Washington DC 20036 PC General charitable,benevolent, scientific& educational purposes 5000 Center for Constitutional Rights 666 Broadway New York NY 10012 PC General charitable,benevolent, scientific& educational purposes 20000 CISPES Education Fund 1525 Newton St NW Washington DC 20010 PC General charitable,benevolent, scientific& educational purposes 5000 Library of America 14 E 60th St New York NY 10022 PC General charitable,benevolent, scientific& educational purposes 5000 Film Forum 209 W Houston St New York NY 10014 PC General charitable,benevolent, scientific& educational purposes 7500 Fountain House Inc 425 W 47th St New York NY 10036 PC General charitable,benevolent, scientific& educational purposes 21750 Indiana University 107 S Indiana Ave Bloomington IN 47405 PC General charitable,benevolent, scientific& educational purposes 10000 Vibrant Emotional Health 50 Broadway New York NY 10004 PC General charitable,benevolent, scientific& educational purposes 10000 Natl Ctr of Philanthropy and the Law Inc 139 McDougal St New York NY 10012 PC General charitable,benevolent, scientific& educational purposes 40000 Osborne Assn 809 Westchester Ave Bronx NY 10455 PC General charitable,benevolent, scientific& educational purposes 5000 Soc for Preserv of Weeksville & Bedford-Stuyvesant 158 Buffalo Ave Brooklyn NY 11213 PC General charitable,benevolent, scientific& educational purposes 12500 Third Street Music School 235 E 11th St New York NY 10003 PC General charitable,benevolent, scientific& educational purposes 10000 Intl Refugee Assistance Project One Battery Park Plaza New York NY 10004 PC General charitable,benevolent, scientific& educational purposes 10000 Wikimedia Foundation Inc 1 Montgomery St San Francisco CA 94104 PC General charitable,benevolent, scientific& educational purposes 6000 NYU Dermatology - Research 240 E 38th St New York NY 10016 PC General charitable,benevolent, scientific& educational purposes 25000 Bank Street College of Education 610 W 112th St New York NY 10025 PC General charitable,benevolent, scientific& educational purposes 16500 Design Trust for Public Spaces Inc 40 Worth St New York NY 10013 PC General charitable,benevolent, scientific& educational purposes 15750 Sunset Park Health Council dba Fam Health Ctrs at NYU Langone 150 55th St Brooklyn NY 11220 PC General charitable,benevolent, scientific& educational purposes 16250 Food With Fam 456 Washington St New York NY 10013 PC General charitable,benevolent, scientific& educational purposes 30000 Defining Legal Gravity 16 W 121st St Apt 3 New York NY 10027 PC General charitable,benevolent, scientific& educational purposes 25000 Lower East Side Girls Club 402 E 8th St New York NY 10009 PC General charitable,benevolent, scientific& educational purposes 16250 Achilles Intl (Freedom Team) 315 W 39th St New York NY 10018 PC General charitable,benevolent, scientific& educational purposes 14750 Natl Council of Jewish Women-Peninsula Section 342 Central Ave Lawrence NY 11559 PC General charitable,benevolent, scientific& educational purposes 15000 CAPP at The New York Foundling 590 Ave of the Americas New York NY 10011 PC General charitable,benevolent, scientific& educational purposes 10000 Child HELP Pship at St John's Univ 152-11 Union Turnpike Flushing NY 11367 PC General charitable,benevolent, scientific& educational purposes 10000 Mass General Hospital(Multiple Sclerosis Clinic) 15 Parkman St - WAC 835 Boston MA 02114 PC General charitable,benevolent, scientific& educational purposes 45000 Moms for Moms NYC 68 34th St Brooklyn NY 11232 PC General charitable,benevolent, scientific& educational purposes 25000 625000 14 284 14 414377 18 775825 1190486 1190486 false false false false false false false false false false W.F.Carothers & Co., LLC Tax return 8773 4386 4387 Publicly traded investments 4559961 3784136 775825 IBM-4.0%-due 07/27/25-$200k face value 199933 199912 Citigroup-5.5%-due 09/13/25-$300k face value 300518 300365 UnitedHealthGrp-5.15%-due 10/15/25-$200k face value 200286 200337 Bank of NY Mellon-3.95%-due 11/18/25-$300k face value 298751 299332 AT&T-3.875%-due 01/15/26-$200k face value 199315 199129 CVS Health-5.0%-due 02/20/26-$300k face value 300453 300385 Bank of America-4.45%-due 03/03/26-$225k face value 225378 224778 Abbvie-4.8%-due 03/15/27-$300k face value 302489 302844 Walt Disney-3.7%-due 03/23/27-$300k face value 297276 299592 Morgan Stanley-3.95%-due 04/23/27-$200k face value 196037 198730 Wells Fargo-4.3%-due 07/22/27-$225k face value 224362 225007 Marriott Intl-5.0%-due 10/15/27-$200k face value 199280 203254 American Express-5.85%-due 11/05/27-$275k face value 282675 284991 Abbott Labs - 1,000 common 20581 136010 Abbvie - 1,300 common 25180 241306 Accenture - 140 common 50431 41845 Akamai Technologies - 1,000 common 97167 79760 Allstate - 1,000 common 23887 201310 Alphabet Cl C - 3,500 common 198989 620865 Amazon.com - 600 common 102178 131634 American Electric Power - 1,485 common 52088 154084 American Express - 800 common 22513 255184 Apple - 2,000 common 38643 410340 AT&T - 2,000 commmon 39178 57880 Bank of NY Mellon - 2,000 common 31705 182220 Bank of America - 2,000 common 25869 94640 Berkshire Hathaway Cl B - 875 common 63368 425049 Blackstone - 2,000 common 110514 299160 Bristol Myers Squibb - 2,500 common 142352 115725 Broadcom - 3,600 common 137398 992340 Chevron - 1,400 common 47121 200466 Cisco Sys - 5,000 common 90791 346900 Coca-Cola - 1,500 common 47069 106125 Comcast Cl A - 1,000 common 10642 35690 D R Horton - 400 common 13560 51568 Dominion Energy - 1,000 common 52595 56520 Eaton - 300 common 32826 107097 FedEx - 725 common 198334 164800 Ford Motor - 4,000 common 49660 43400 Johnson & Johnson - 1,500 common 57375 229125 JPMorgan Chase - 2,000 common 63587 579820 Kimberly Clark - 1,050 common 42237 135366 L3Harris Technologies - 800 common 120155 200672 Marathon Petroleum - 750 common 3763 124582 McDonalds - 500 common 15131 146085 Merck & Co - 1,550 common 55936 122698 Microsoft - 1,100 common 27673 547151 Morgan Stanley - 2,000 common 103320 281720 Novartis AG - 1,000 ADRs 58523 121009 Nvidia - 700 common 77350 110593 Oneok New - 2,000 common 121145 163260 Pepsico - 1,100 common 38376 145244 Pfizer - 3,000 common 91049 72720 Procter & Gamble - 500 common 28015 79660 RTX - 700 common 49269 102214 S&P Global - 100 common 49025 52729 Simon Ppty Grp New - 750 common 97439 120570 Southern Co - 3,000 common 99305 275490 SS&C Technologies Holdings - 1,000 common 74700 82800 Target - 1,000 common 51988 98650 The Kraft Heinz Co - 2,000 common 60573 51640 Travelers Companies - 1,000 common 34195 267540 Ulta Beauty - 80 common 30566 37426 UnitedHealthGrp - 365 common 118545 113869 Verizon Communics - 3,052 common 117410 132060 Vici Properties - 2,732 common 77336 89063 Walmart - 3,130 common 51939 306051 Walt Disney - 1,000 common 22877 124010 1326721 1326208 Fox Rothschild LLP Legal 4211 4211 Administrative services 9826 9826 Bank fees 445 Insurance expense 2197 2197 Tax filing fee 750 750 Miscellaneous 194 194 Carret Asset Mgment Investment advisory 109842 109842 Federal excise taxes 14916