2025-04-22T15:14:36-05:00 2024-12-31 880583367 SPRING STREET TAX RESOURCES 12 CENTURY HILL DRIVE SUITE 104 LATHAM NY 12110 990PF 2024-01-01 331126619 JOE PLUMERI FOUNDATION INC JOEP 5186405000 CO GRAYPOINT 4 TOWER PLACE 1001 ALBANY NY 12203 JOSEPH J PLUMERI PRESIDENT 5186405000 2025-04-22 1 0 WILLIAM SULLIVAN P02263405 5183278353 2024 2025-03-06 01:10:19Z X 6326156 X X 290497 290497 127612 2777906 127612 194 194 418303 418303 0 0 0 15000 7500 7500 30779 30779 0 65157 0 0 445 195 250 111381 38474 7750 2599000 2599000 2710381 38474 2606750 -2292078 379829 65971 96391 96391 6682407 4406676 5191043 500000 500000 677500 258935 203026 361222 7507313 5206093 6326156 0 0 X 7709980 5206093 0 0 -202667 0 7507313 5206093 7507313 5206093 7507313 -2292078 0 5215235 9142 5206093 PUBLICLY TRADED SECURITIES 2777879 2650294 127585 127585 CAPITAL GAINS DIVIDENDS P 27 27 27 127612 5280 0 5280 0 5280 32000 0 0 0 32000 X 6 26714 26714 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A JOSEPH PLUMERI 5182185395 150 BRADLEY PLACE PALM BEACH FL 33480 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH J PLUMERI 4 TOWER PLACE SUITE 1001 ALBANY NY 12203 PRESIDENT 1.00 0 0 0 SUSAN E PLUMERI 4 TOWER PLACE SUITE 1001 ALBANY NY 12203 VICE PRESIDENT 1.00 0 0 0 LEWIS EISENBERG 4 TOWER PLACE SUITE 1001 ALBANY NY 12203 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER 0 INTERNAL REVENUE CODE SECTION 501 (C) (3). 0 0 7190111 396663 0 7586774 0 0 7586774 113802 7472972 373649 373649 5280 5280 368369 0 368369 0 368369 2606750 0 2606750 368369 0 0 2624778 2336596 1345715 1730178 1904772 9942039 2606750 0 0 0 368369 2238381 0 0 12180420 0 0 0 0 0 0 2624778 9555642 2336596 1345715 1730178 1904772 2238381 X INTREPID MUSEUM FOUNDATION PIER 86 W 46TH STREET NEW YORK NY 10036 PC GENERAL SUPPORT 50000 SPONSORS FOR EDUCATIONAL OPPORTUNITY 55 EXCHANGE PLACE 601 NEW YORK NY 10005 PC GENERAL SUPPORT 1250000 TOWN OF PALM BEACH UNITED WAY 44 COCOANUT ROW PALM BEACH FL 33480 PC GENERAL SUPPORT 25000 ICAHN SCHOOL OF MEDICINE 1 GUSTAVE L LEVY PLACE NEW YORK NY 10029 PC GENERAL SUPPORT 300000 JACK STRONG FUND PO BOX 395 BRIDGEPORT WV 26330 PC GENERAL SUPPORT 10000 MORSELIFE 4847 FRED GLADSTONE DRIVE WEST PALM BEACH FL 33417 PC GENERAL SUPPORT 10000 WILLIAM AND MARY COLLEGE 200 STADIUM DRIVE WILLIAMSBURG VA 23185 PC GENERAL SUPPORT 200000 PALM BEACH POLICE AND FIRE FOUNDATION 139 N COUNTY ROAD 26 PALM BEACH FL 33480 PC GENERAL SUPPORT 5000 THE FUND FOR WEST PALM BEACH POLICE 600 BANYAN BLVD STE 100 WEST PALM BEACH FL 33401 PC GENERAL SUPPORT 100000 NEW YORK LAW SCHOOL 185 WEST BROADWAY NEW YORK NY 100132921 PC GENERAL SUPPORT 500000 CULTURAL DISTRICT OF PALM BEACHES PO BOX 1393 WEST PALM BEACH FL 33402 PC GENERAL SUPPORT 100000 IBG FOUNDATION INC 1300 MOUNT KEMBLE AVENUE ALBANY NY 12207 PC GENERAL SUPPORT 5000 PECONIC HOCKEY FOUNDATION INC 5789 MIDDLE COUNTRY RD CALVERTON NY 11933 PC GENERAL SUPPORT 44000 2599000 0 14 290497 14 194 18 127612 0 418303 0 418303 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15000 7500 7500 GS FIN CORP SER F MTN ZERO CPN 500000 677500 CLIFFWATER ENHANCED LENDING FUND INSTL 592519 600622 CLIFFWATER CORPORATE LENDING FUND I 592758 593313 ISHARES CORE S&P 500 ETF 1335781 1960785 ISHARES CORE S&P SMALL-CAP E 412700 491202 J P MORGAN EXCHANGE TRADED FD NASDAQ EQT 365000 395440 ISHARES TR ISHS 1-5YR INVS 24017 24869 ISHARES TRUST 0-5YR HIGH YIELD 321516 334272 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 244002 240659 VANGUARD SCOTTSDALE FUNDS VANGUARD 89834 92165 PARTNERS GROUP PRIVATE EQUITY 428549 457716 FIDELIS INSURANCE HOLDINGS LTD AT COST 203026 361222 BOOK/TAX ADJUSTMENTS 9142 BANK FEES 195 195 0 NYS CHAR500 250 0 250 OTHER INVESTMENT INCOME 194 194 194 INVESTMENT FEES 30779 30779 0 FEDERAL TAX PAYMENTS 65157 0 0