2025-05-16T12:16:20-05:00 2024-12-31 132688836 ROGOFF & COMPANY PC 355 LEXINGTON AVENUE 6TH FLOOR NEW YORK NY 100176603 990PF 2024-01-01 134195642 MONTGOMERIE FOUNDATION MONT 2122072144 CO CORIENT 101 PARK AVE SUITE 3100 NEW YORK NY 10178 PATRICIA MONTGOMERIE OFFICER 2122072144 2025-05-16 1 0 JENNIFER L NOSENCHUK P00953782 2125575666 2024 2025-03-06 01:10:19Z X 178248 X X 2965 2965 3664 32033 3664 6629 6629 0 0 0 2200 0 2200 72 72 0 100 0 0 304 0 304 2676 72 2504 12000 12000 14676 72 14504 -8047 6557 23 123 123 9361 2038 2038 78631 77807 176087 88015 79968 178248 0 0 X 88015 79968 0 0 0 0 88015 79968 88015 79968 88015 -8047 0 79968 0 79968 BANK OF AMERICA 18155 18208 -53 -53 BANK OF AMERICA 13867 10161 3706 3706 CBS CORP - LITIGATION PROCEEDS 11 11 11 3664 91 0 91 0 91 0 0 0 0 0 0 91 0 0 0 0 0 0 0 0 0 0 1 1 DE 0 0 0 0 0 1 N/A CORIENT 2122072144 101 PARK AVENUE SUITE 3100 NEW YORK NY 10178 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA MONTGOMERIE 55 EAST 86TH ST NEW YORK NY 10028 CHAIRMAN/DIRECTOR 1.00 0 0 0 RUSSELL E MONTGOMERIE 12402 ROCKLEDGE CIRCLE BOCA RATON FL 33428 PRESIDENT/DIRECTOR 1.00 0 0 0 ROBERT MONTGOMERIE 3133 WASHINGTON ST SAN FRANCISCO CA 94115 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 ROBERT B DEANS III C/O CORIENT 101 PARK AVE SUITE 3100 NEW YORK NY 10178 TREASURER/DIRECTOR 1.00 0 0 0 LAUREN WALDO C/O CORIENT 101 PARK AVE SUITE 3100 NEW YORK NY 10178 SECRETARY/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 174573 6992 0 181565 0 0 181565 2723 178842 8942 8942 91 91 8851 0 8851 0 8851 14504 0 14504 8851 0 0 3096 2668 2360 9576 17700 14504 0 0 0 8851 5653 0 0 23353 0 0 0 0 0 0 3096 20257 2668 2360 9576 5653 X GRACE INSTITUTE 40 RECTOR STREET 14TH FL NEW YORK NY 10006 NONE EXEMPT GENERAL OPERATING PURPOSES 5000 HEARTWORKS FOUNDATION 709 MAIN STREET BAYBORO NC 28515 NONE EXEMPT GENERAL OPERATING PURPOSES 1000 OLD WESTBURY GARDENS 71 OLD WESTBURY ROAD OLD WESTBURY NY 11568 NONE EXEMPT GENERAL OPERATING PURPOSES 2000 SUPER SCHOOL INC 4343 WEST SUNRISE BLVD PLANTATION FL 33313 NONE EXEMPT GENERAL OPERATING PURPOSES 1500 UCA SCHOLARSHIP FUND 8461 LAKE WORTH ROAD SUITE 163 LAKE WORTH FL 33467 NONE EXEMPT GENERAL OPERATING PURPOSES 1000 UUCFNUCA OF FLORIDA 215 SOUTH MONROE STREET SUITE 500 TALLAHASSEE FL 32301 NONE EXEMPT GENERAL OPERATING PURPOSES 500 JORDAN KRONEN FUND 700 SOUTH DIXIE HIGHWAY SUITE 200 WEST PALM BEACH FL 33401 NONE EXEMPT GENERAL OPERATING PURPOSES 1000 12000 0 14 2965 18 3664 0 6629 0 6629 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 2200 0 2200 NOT REQUIRED - ACTIVITIES ARE NOT CARRIED OUT IN DELAWARE MARKETABLE SECURITIES 77807 176087 FILING FEES 25 0 25 FILING FEES 279 0 279 INVESTMENT MANAGEMENT FEES 72 72 0 IRS 100 0 0