2022-11-04T11:55:07-05:00 2021-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990PF 2021-01-01 133132117 GREENTREE FOUNDATION GREE 5166842540 220 COMMUNITY DRIVE MANHASSET NY 11030 NICHOLAS GABRIEL PRESIDENT & TREASURER 5166842540 2022-11-03 1 NICHOLAS GABRIEL 999009999 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 350933851 X X 4548800 4548800 4548800 16648565 78328105 16648565 2210325 92385 0 92385 21289750 21197365 6851510 407936 16317 16317 391619 1981604 79264 79264 1902340 926258 23291 23291 902967 64681 32340 32340 32341 82713 0 0 82713 1280274 469329 469329 810945 165265 0 0 165265 1986671 0 0 282975 0 0 282975 1715 0 0 1715 7270 0 0 7270 1785123 28262 101287 1679420 8972485 648803 721828 6259570 435000 435000 9407485 648803 721828 6694570 11882265 20548562 6129682 148088 497677 497677 185846 234735 234735 150561898 174030432 174030432 87394433 105870510 105870510 95140018 26711913 67491293 68428105 68428105 19906583 1872392 1872392 325688141 350933851 350933851 19890 21179 19890 21179 X 325668251 350912672 325668251 350912672 325688141 350933851 325668251 11882265 13362156 350912672 0 350912672 PUBLICLY TRADED SECURITIES 54265750 40716472 13549278 13549278 PUBLICLY TRADED SECURITIES 20772501 18562176 2210325 2210325 HIRTLE CALLAGHAN PRIVATE EQUITY VII P 340090 340090 340090 HIRTLE CALLAGHAN PRIVATE EQUITY VIII P 464132 464132 464132 HIRTLE CALLAGHAN PRIVATE EQUITY IX P 1279186 1245443 33743 33743 HIRTLE CALLAGHAN PRIVATE EQUITY X P 876679 876759 -80 -80 HIRTLE CALLAGHAN PRIVATE EQUITY XI P 181163 181163 0 0 HIRTLE CALLAGHAN PRIVATE EQUITY VI P 65101 65101 65101 PROCEEDS FROM DISPOSAL OF ASSETS P 83503 97527 -14024 -14024 16648565 2210325 285625 0 285625 0 285625 222978 0 65000 0 287978 X 0 2353 2353 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 NICHOLAS GABRIEL 220 COMMUNITY DRIVE MANHASSET NY 11030 TREASURER & PRESIDENT 40.00 407936 55785 0 KATE R WHITNEY 220 COMMUNITY DRIVE MANHASSET NY 11030 VICE PRESIDENT & TRUSTEE 4.00 0 0 0 SARA R WILFORD UNTIL OCT 2021 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 FRANKLIN A THOMAS UNTIL DEC 2021 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 KOFI APPENTENG 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 RAYMOND MCGUIRE 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 AHMAD DAWWAS 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR, CONFERENCE 40.00 225701 58210 0 RAMANDIP KAUR 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR OF FINANCE 40.00 168171 47379 0 STEPHEN CHUMAS 220 COMMUNITY DRIVE MANHASSET NY 11030 DIR. FOR LAND, BUILD 40.00 169118 42170 0 JORGE CLEMENTE 220 COMMUNITY DRIVE MANHASSET NY 11030 ASSOCIATE EXECUTIVE 40.00 139740 44911 0 MANUEL AFONSO 220 COMMUNITY DRIVE MANHASSET NY 11030 ASST. SUPER FOR LAND 40.00 137027 44330 0 11 S&J LANDSCAPING & CONSTRUCTION INC 8 MIDLAND AVENUE HICKSVILLE NY 11080 ROADWORK 921760 ALLIED UNIVERSAL PO 6373 1915 ROUTE 46S PARSIPPANY NJ 07054 SECURITY 609285 AMPORT DESIGN & CONSTRUCTION INC 2137 JERICHO TURNPIKE GARDEN CITY NY 11040 CONSTRUCTION 349846 TLC OUTSOURCE SERVICES LLC 152 WEST 36TH STREET SUITE 405 NEW YORK NY 10018 TEMPORARY STAFF 252160 VANGUARD INSTITUTIONAL PO BOX 2600 VALLEY FORGE PA 19428 INVESTMENT MANAGEMENT FEES 240438 15 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. 9209790 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 244019955 1545286 26396212 271961453 0 0 271961453 4079422 267882031 13394102 X 6694570 0 2950220 9644790 X 6129682 5325567 4994201 5562516 22011966 5210230 4526732 4245071 4728139 18710171 9644790 7929926 7154907 7524179 32253802 435000 451000 373000 372000 1631000 9209790 7478926 6781907 7152179 30622802 0 0 8929401 7406046 7119979 7114977 30570403 0 0 0 0 X 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 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 FIDELITY INVESTMENTS CHARITABLE GIFT FUND 245 SUMMER STREET BOSTON MA 02210 N/A PC SUPPORT FOR CHARITABLE GRANTMAKING 25000 SARAH LAWRENCE COLLEGE 1 MEAD WAY BRONXVILLE NY 10708 N/A PC GENERAL SUPPORT 10000 435000 0 14 4548800 18 16648565 CHARITABLE AND EDUCATIONAL CONFERENCES 73025 MISCELLANEOUS INCOME 19360 0 21197365 92385 21289750 11A EDUCATIONAL CONFERENCES IN FURTHERANCE OF FOUNDATION'S EXEMPT PURPOSE 11B OTHER INCOME 0 0 0 0 0 0 0 0 0 0 CONDON O'MEARA MCGINTY & DONNELLY LLP 53413 0 0 53413 CHRISTOPHER SIA 29300 0 0 29300 VANGUARD TOTAL STOCK MARKET INDEX FUND 54504710 54504710 VANGUARD PRIME CAP FUND ADMIRAL SHARES 32576161 32576161 VANGUARD STRATEGIC SMALL CAP 5231695 5231695 VANGUARD CAP OPPORTUNITY 15884712 15884712 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 33873733 33873733 VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES 15535140 15535140 VANGUARD INTERNATIONAL VALUE FUND 16424281 16424281 HIRTLE CALLAGHAN PRIVATE EQUITY VI FMV 2495430 2495430 HIRTLE CALLAGHAN PRIVATE EQUITY VII FMV 1434767 1434767 HIRTLE CALLAGHAN PRIVATE EQUITY VIII FMV 2120889 2120889 HIRTLE CALLAGHAN PRIVATE EQUITY IX FMV 3154456 3154456 HIRTLE CALLAGHAN PRIVATE EQUITY X FMV 4985439 4985439 HIRTLE CALLAGHAN PRIVATE EQUITY XI FMV 5400698 5400698 HIRTLE CALLAGHAN PRIVATE EQUITY XII FMV 7933833 7933833 VANGUARD TOTAL BOND MARKET INDEX FUND INSTL SHARES FMV 31773402 31773402 VANGUARD SHORT-TERM INVESTMENT GRADE FUND INSTL SHARES FMV 14288702 14288702 VANGUARD INTERMEDIATE TERM GRADE ADMIRAL SHARES FMV 9258033 9258033 VANGUARD LONG-TERM INVESTMENT GRADE FUND ADMIRAL SHARES FMV 8351412 8351412 VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTL SHARES FMV 14673449 14673449 PATTERSON BELKNAP WEBB & TYLER LLP 56753 32340 32340 24413 FORCHELLI, DEEGAN, & TERRANA LLP 7928 0 0 7928 ARTWORK/TANGIBLES USED FOR CHARITABLE PURPOSE 1943182 1872392 1872392 DISTRIBUTION RECEIVABLE 17963401 0 0 OFFICE AND GENERAL SUPPLIES 11748 686 686 6646 FOOD AND GRATUITIES 55068 1974 1974 53094 REPAIRS, REPLACEMENTS & MAINTENANCE 714422 2555 2555 711867 CONFERENCE EXPENSES 319502 0 73025 246477 INSURANCE 503343 19981 19981 483362 MISCELLANEOUS 5890 1178 1178 4712 DIRECT PROGRAM EXPENSES 126738 0 0 126738 EQUIPMENT RENTALS 9442 1888 1888 7554 UNIFORMS 8734 0 0 8734 DSL & CABLE SERVICE 15559 0 0 15559 FUEL (GAS & DIESEL) 14677 0 0 14677 CHARITABLE AND EDUCATIONAL CONFERENCES 73025 73025 MISCELLANEOUS INCOME 19360 19360 NET UNREALIZED GAIN ON INVESTMENTS 13362156 VANGUARD INVESTMENT MANAGEMENT & CUSTODIAN FEES 240440 240440 240440 0 HIRTLE INVESTMENT MANAGEMENT & CUSTODIAN FEES 201755 201755 201755 0 BNY MELLON CUSTODIAN FEES 1192 1192 1192 0 PAYROLL SERVICE 6455 0 0 6455 ARCHIVE & DATABASE CONSULTANT 18400 0 0 18400 ENGINEERING CONSULTANTS 6839 0 0 6839 INFORMATION TECH CONSULTANTS 39926 0 0 39926 401(K) PLAN SPONSOR FEES 9150 0 0 9150 FOREST & TREE MANAGEMENT CONSULTANT 35978 0 0 35978 TEACHERS ECOLOGY WORKSHOP 68357 0 0 68357 HUMAN RESOURCE CONSULTANT 19295 0 0 19295 ON-SITE SECURITY SERVICES 608416 24259 24259 584157 OTHER 24071 1683 1683 22388 EXCISE TAXES 165265 0 0 165265