2023-10-26T17:53:56-05:00 2022-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990PF 2022-01-01 133132117 GREENTREE FOUNDATION GREE 5166842540 220 COMMUNITY DRIVE MANHASSET NY 11030 NICHOLAS GABRIEL PRESIDENT & TREASURER 5166842540 2023-10-26 1 NICHOLAS GABRIEL 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 297959921 X X 4265125 4265125 4265125 5201738 19797440 5201738 0 751058 0 751058 10217921 9466863 5016183 406936 16277 16277 390659 2024816 80993 80993 1943823 857405 14354 14354 843051 70564 11763 11763 58801 58967 0 0 58967 1474779 445988 445988 1028791 245000 0 0 245000 2134308 0 0 336200 0 0 336200 9223 0 0 9223 7275 0 0 7275 2680347 55949 504796 2175551 10305820 625324 1074171 7097341 450000 450000 10755820 625324 1074171 7547341 -537899 8841539 3942012 497677 266802 266802 234735 251934 251934 174030432 139957833 139957833 105870510 87251092 87251092 97206089 28846221 68428105 68359868 68359868 1872392 1872392 1872392 350933851 297959921 297959921 21179 18333 21179 18333 X 350912672 297941588 350912672 297941588 350933851 297959921 350912672 -537899 0 350374773 52433185 297941588 HIRTLE CALLAGHAN PRIVATE EQUITY VII P 145982 145982 145982 HIRTLE CALLAGHAN PRIVATE EQUITY VIII P 333809 333809 333809 HIRTLE CALLAGHAN PRIVATE EQUITY IX P 499928 499928 0 0 HIRTLE CALLAGHAN PRIVATE EQUITY X P 1617900 1617896 4 4 HIRTLE CALLAGHAN PRIVATE EQUITY XI P 2051375 2051375 0 0 HIRTLE CALLAGHAN PRIVATE EQUITY VII P 162753 162753 162753 PUBLICLY TRADED SECURITIES 14330104 9702691 4627413 4627413 PUBLICLY TRADED SECURITIES 655589 723812 -68223 -68223 5201738 -68223 122897 0 122897 0 122897 182353 0 0 0 182353 X 0 59456 59456 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 1 0 0 1 1 N/A GREENTREE FOUNDATION 5166842540 220 COMMUNITY DRIVE MANHASSET NY 11030 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KOFI APPENTENG 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 NICHOLAS GABRIEL 220 COMMUNITY DRIVE MANHASSET NY 11030 TREASURER & PRESIDENT 40.00 406936 58306 0 KATE R WHITNEY 220 COMMUNITY DRIVE MANHASSET NY 11030 VICE PRESIDENT & TRUSTEE 4.00 0 0 0 LAURA E BUTZEL ESQ 220 COMMUNITY DRIVE MANHASSET NY 11030 SECRETARY 4.00 0 0 0 RAYMOND MCGUIRE 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 LINCOLN CHEN 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 NANCY DOUZINAS 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 AHMAD DAWWAS 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR, CONFERENCE 40.00 229324 46938 0 RAMANDIP KAUR 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR OF FINANCE 40.00 189751 41100 0 MANUEL AFONSO 220 COMMUNITY DRIVE MANHASSET NY 11030 SUPER FOR LAND, BLDG 40.00 158977 38413 0 JORGE CLEMENTE 220 COMMUNITY DRIVE MANHASSET NY 11030 ASSOCIATE EXECUTIVE 40.00 137049 37561 0 DANNY BACHERT 220 COMMUNITY DRIVE MANHASSET NY 11030 EXECUTIVE CHEF 40.00 119642 33642 0 14 ALLIED UNIVERSAL PO 6373 1915 ROUTE 46S PARSIPPANY NJ 07054 SECURITY 612003 TLC OUTSOURCE SERVICES LLC 152 WEST 36TH STREET SUITE 405 NEW YORK NY 10018 TEMPORARY STAFF 443558 HARVEST POWER LLC 2941 SUNRISE HWY ISLIP TERRACE NY 11752 CONSTRUCTION 381000 GORDON L SEAMAN INC 29 OLD DOCK ROAD YAPHANK NY 11980 CONSTRUCTION 285506 ANJO HOME IMPROVEMENT CORP 460 JACKSON AVENUE MINEOLA NY 11501 CONSTRUCTION 227300 16 1. INTERNATIONAL MEETINGSGREENTREE, THE FORMER WHITNEY FAMILY HOME IN MANHASSET, NEW YORK, IS BEING PRESERVED AND ACTIVELY MANAGED IN AN ENVIRONMENTALLY RESPONSIBLE MANNER TO SERVE AS A PLACE FOR PROGRAMS AND HIGH-LEVEL INTERNATIONAL MEETINGS DEVOTED TO THE ADVANCEMENT OF PEACE, HUMAN RIGHTS, AND COOPERATION AMONG NATIONS. SINCE 2000, THE UNITED NATIONS, PUBLIC CHARITIES, GOVERNMENTAL ENTITIES AND OTHER INTERNATIONAL, PHILANTHROPIC ORGANIZATIONS DEVOTED TO THESE ISSUES HAVE BEEN MEETING AT GREENTREE. IN ADDITION, THE FOUNDATION HAS DESIGNED AND HELD MEETINGS REGARDING SUCH ISSUES AS MATERNAL AND CHILD HEALTH AND THE U.N.'S SUSTAINABLE DEVELOPMENT GOALS. 9163412 2. LONG ISLAND MEETINGS THE FOUNDATION HOSTS MEETINGS AT GREENTREE FOR SEVERAL LONG ISLAND PHILANTHROPIES. MANY OF THE MEETINGS BRING DONORS TOGETHER TO COLLABORATE ON ISSUES OF CONCERN IN THE COMMUNITY. 0 3. SUSTAINABLE LAND AND WILDLIFE MANAGEMENTTHE FOUNDATION PRACTICES ENVIRONMENTALLY SENSITIVE LAND MANAGEMENT, CONSERVING 80 PERCENT OF GREENTREE IN ITS NATURAL STATE. WITH 400 ACRES OF ROLLING HILLS, GARDENS AND WOODLANDS, GREENTREE IS ONE OF NASSAU COUNTY'S LARGEST OPEN SPACES, AND IT HELPS SUSTAIN THE AQUIFER THAT PROVIDES FRESH WATER FOR MUCH OF THE REGION. THE FOUNDATION RUNS SEVERAL ENVIRONMENTAL RESEARCH AND EDUCATION PROGRAMS, INCLUDING PROGRAMS TO STUDY AND PROMOTE ANIMAL AND PLANT LIFE AT GREENTREE, AS WELL AS THE TEACHERS' ECOLOGY WORKSHOP, AN INTENSIVE, IMMERSIVE EXPERIENCE THAT PROVIDES ELEMENTARY, MIDDLE AND HIGH SCHOOL TEACHERS WITH THE KNOWLEDGE AND SKILLS TO TEACH AND INCORPORATE SCIENCE INTO THEIR CLASSROOMS. 0 0 218771734 1892736 24173484 244837954 0 0 244837954 3672569 241165385 12058269 X 7547341 0 2066071 9613412 X 3942012 6129682 5325567 4994201 20391462 3350710 5210230 4526732 4245071 17332743 9613412 9644790 7929926 7154907 34343035 450000 435000 451000 373000 1709000 9163412 9209790 7478926 6781907 32634035 0 0 8038846 8929401 7406046 7119979 31494272 0 0 0 0 X FIDELITY INVESTMENTS CHARITABLE GIFT FUND 100 CROSBY PKWY COVINGTON KY 41015 N/A PC SUPPORT FOR CHARITABLE GRANTMAKING 50000 LONG ISLAND COMMUNITY FOUNDATION 900 WALT WHITMAN ROAD MELVILLE NY 11747 N/A PC CONTINUED SUPPORT FOR THE CHARITIES AND ORGANIZATIONS THAT RESPOND TO THE NEEDS OF COMMUNITIES IN NASSAU AND SUFFOLK COUNTIES. 200000 MANHASSET COMMUNITY FUND 390 PLANDOME ROAD MANHASSET NY 11030 N/A PC CONTINUED SUPPORT FOR THE CHARITIES AND ORGANIZATIONS THAT BENEFIT THE COMMUNITIES OF THE TOWN OF NORTH HEMPSTEAD. 200000 450000 0 14 4265125 18 5201738 CHARITABLE AND EDUCATIONAL CONFERENCES 448846 MISCELLANEOUS INCOME 12037 INSURANCE PROCEEDS 290175 0 9466863 751058 10217921 11A EDUCATIONAL CONFERENCES IN FURTHERANCE OF FOUNDATION'S EXEMPT PURPOSE 11B OTHER INCOME 11C INSURANCE PROCEEDS RELATED TO THE DAMAGE TO THE ELECTRICAL EQUIPMENT 0 0 0 0 0 0 0 0 0 0 CONDON O'MEARA MCGINTY & DONNELLY LLP 54260 0 0 54260 CHRISTOPHER SIA 4707 0 0 4707 VANGUARD TOTAL STOCK MARKET INDEX FUND 41566870 41566870 VANGUARD PRIME CAP FUND ADMIRAL SHARES 26277030 26277030 VANGUARD STRATEGIC SMALL CAP 4325260 4325260 VANGUARD CAP OPPORTUNITY 12881387 12881387 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 28460944 28460944 VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES 11937068 11937068 VANGUARD INTERNATIONAL VALUE FUND 14509274 14509274 HIRTLE CALLAGHAN PRIVATE EQUITY VI FMV 2158572 2158572 HIRTLE CALLAGHAN PRIVATE EQUITY VII FMV 1217665 1217665 HIRTLE CALLAGHAN PRIVATE EQUITY VIII FMV 1386469 1386469 HIRTLE CALLAGHAN PRIVATE EQUITY IX FMV 2162463 2162463 HIRTLE CALLAGHAN PRIVATE EQUITY X FMV 2966798 2966798 HIRTLE CALLAGHAN PRIVATE EQUITY XI FMV 3372752 3372752 HIRTLE CALLAGHAN PRIVATE EQUITY XII FMV 8761528 8761528 VANGUARD TOTAL BOND MARKET INDEX FUND INSTL SHARES FMV 26181042 26181042 VANGUARD SHORT-TERM INVESTMENT GRADE FUND INSTL SHARES FMV 11824969 11824969 VANGUARD INTERMEDIATE TERM GRADE ADMIRAL SHARES FMV 7748062 7748062 VANGUARD LONG-TERM INVESTMENT GRADE FUND ADMIRAL SHARES FMV 6583209 6583209 VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTL SHARES FMV 12887563 12887563 PATTERSON BELKNAP WEBB & TYLER LLP 62887 11763 11763 51124 FORCHELLI, DEEGAN, & TERRANA LLP 7677 0 0 7677 ARTWORK/TANGIBLES USED FOR CHARITABLE PURPOSE 1872392 1872392 1872392 NET UNREALIZED LOSS ON INVESTMENTS 52433185 CONFERENCE EXPENSES 665810 0 448847 216963 DIRECT PROGRAM EXPENSES 82333 0 0 82333 DSL & CABLE SERVICE 16217 0 0 16217 EQUIPMENT RENTALS 9286 1888 1888 7398 FOOD AND GRATUITIES 56059 2149 2149 53910 FUEL (GAS & DIESEL) 14596 495 495 14101 INSURANCE 1128069 43940 43940 1084129 MISCELLANEOUS 11236 2163 2163 9073 OFFICE AND GENERAL SUPPLIES 19995 690 690 19305 REPAIRS, REPLACEMENTS & MAINTENANCE 669129 4624 4624 664505 UNIFORMS 7617 0 0 7617 CHARITABLE AND EDUCATIONAL CONFERENCES 448846 448846 MISCELLANEOUS INCOME 12037 12037 INSURANCE PROCEEDS 290175 290175 VANGUARD INVESTMENT MANAGEMENT & CUSTODIAN FEES 221843 221843 221843 0 PAYROLL SERVICE 6630 685 685 5945 ARCHIVE & HISTORIANS 73227 0 0 73227 WILDLIFE SURVEYS 78580 0 0 78580 INFORMATION TECH CONSULTANTS 82590 0 0 82590 401(K) PLAN SPONSOR FEES 8500 0 0 8500 COMMUNICATION & VIDEOGRAPHY 65442 0 0 65442 FOREST & TREE MANAGEMENT CONSULTANT 60131 0 0 60131 PROFESSORS & LECTURES FOR TEW 64564 0 0 64564 HUMAN RESOURCE CONSULTANT 20604 17757 17757 2847 ON-SITE SECURITY SERVICES 603176 24050 24050 579126 OTHER 7839 0 0 7839 HIRTLE INVESTMENT MANAGEMENT AND CUSTODIAN FEES 181653 181653 181653 0 EXCISE TAXES 245000 0 0 245000