2021-11-30T06:19:13-06:00 2020-12-31 132060851 Owen J Flanagan & Co 60 East 42nd Street New York NY 10165 990PF 2020-01-01 135562282 MILBANK MEMORIAL FUND MILB 2123558400 645 MADISON AVENUE NEW YORK NY 100221095 CHRISTOPHER F KOLLER PRESIDENT 2123558400 2021-11-10 1 CHRISTOPHER KOLLER XXX-XX-XXXX Kevin Sunkel P00706145 2126822783 2021-11-22 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 95300276 X 870000 1155074 1186714 1155074 1154253 8684491 1154253 0 111290 454 111290 3290617 2341421 1266364 664842 12683 12683 639551 990291 18891 18891 952619 678181 9571 9571 509876 21309 0 0 20245 33600 0 0 33600 366724 366724 366724 0 8617 0 0 411328 7694 7694 403627 32555 0 0 15477 2595 50 50 1318 959743 2631 113467 826641 4169785 418244 529080 3402954 188815 188815 4358600 418244 529080 3591769 -1067983 1923177 737284 195612 583780 583780 4376988 2381275 2381275 22539 18568 18568 2043967 2446870 2446870 29432173 32822658 32822658 186272 513202 513202 54238438 52644522 52644522 106099 45336 69380 60763 60763 393484 3828638 3828638 90958853 95300276 95300276 100694 175927 1074000 1207000 1174694 1382927 X 89784159 93174394 742955 89784159 93917349 90958853 95300276 89784159 -1067983 5201173 93917349 0 93917349 EAGLE CAPITAL MANAGEMENT P 1416246 434341 981905 981905 EAGLE CAPITAL MANAGEMENT P 34663 82604 -47941 -47941 MAI CAPITAL MANAGEMENT P 301925 14861 287064 287064 MAI CAPITAL MANAGEMENT P 133985 227127 -93142 -93142 GARDNER, RUSSO & GARDNER P 732919 450915 282004 282004 GARDNER, RUSSO & GARDNER P 2690 23531 -20841 -20841 JOHN W. 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BRISTOL & COMPANY P 12140 1322 10818 10818 AG CAPITAL RECOVERY P 33021 5547 27474 27474 HERON INCOME FUND P 1628723 2106202 -477479 -477479 HERON INCOME FUND K-1 P 13681 -13681 -13681 HERON INCOME FUND K-1 P 26925 -26925 -26925 HOMESTEAD PARTNERS P 3799885 3799885 0 0 1154253 -178031 X 1985-01-01 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 1 0 0 0 1 WWW.MILBANK.ORG THE ORGANIZATION 2123558400 645 MADISON AVENUE NEW YORK NY 10022 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER F KOLLER 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR & PRESIDENT 40.00 374259 78328 0 KATHLEEN S ANDERSEN 645 MADISON AVENUE NEW YORK NY 100221095 SECRETARY & VP 40.00 290583 54421 0 CAROLYN C CLARK 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 RONALD J CLARK 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 PAUL D CLEARY 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 JOHN M COLMERS 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 LINDA V DECHERRIE 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 PETER DONNELLY 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 DANIELLE G DOOLEY 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 SHERRY GLIED 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 PETER M GOTTSEGEN 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR & VICE CHAIRMAN 2.00 0 0 0 ROBERT E HARVEY 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 ROBERT F HOERLE 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR & TREASURER 4.00 0 0 0 CLARION E JOHNSON 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 SAMUEL L MILBANK 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR & CHAIRMAN 20.00 0 0 0 MARGARET E O'KANE 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 LASHAWN RICHBURG-HAYES 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 ARTHUR Y WEBB 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 DENISE A GRAY-FELDER 645 MADISON AVENUE NEW YORK NY 100221095 DIRECTOR 2.00 0 0 0 CHRISTINE HARAN 645 MADISON AVENUE NEW YORK NY 100221095 COMMUNICATIONS DIR. 40.00 157500 60532 0 LISA WATKINS 645 MADISON AVENUE NEW YORK NY 100221095 PROGRAM OFFICER 40.00 169094 32375 0 GAIL CAMBRIDGE 645 MADISON AVENUE NEW YORK NY 100221095 ADMIN SERVICES MANAG 40.00 129927 38494 0 ERICA BROWN 645 MADISON AVENUE NEW YORK NY 100221095 PROGRAM OFFICER 40.00 127875 27789 0 RACHEL BLOCK 645 MADISON AVENUE NEW YORK NY 100221095 PROGRAM OFFICER 40.00 134127 19308 0 2 GARDNER RUSSO & GARDNER 223 EAST CHESTER STREET LANCASTER PA 17602 INVESTMENT ADVISORY 72571 EAGLE CAPITAL MANAGEMENT 499 PARK AVENUE NEW YORK NY 10022 INVESTMENT ADVISORY 63783 STATE STREET BANK AND TRUST 200 NEWPORT AVE NORTH QUINCY MA 02171 INVESTMENT CUSTODIAN 54564 JOHN W BRISTOL & CO INC 48 WALL ST 18 NEW YORK NY 10005 INVESTMENT ADVISORY 51967 0 IDENTIFY, INFORM, AND INSPIRE STATE HEALTH POLICY LEADERS: ACTIVITIES INCLUDED PROVIDING TECHNICAL ASSISTANCE TO STATE AND FEDERAL POLICYMAKERS, CONVENING MEETINGS ON ISSUES OF HEALTH POLICY AND POPULATION HEALTH, CONDUCTING A PROGRAM TO PROMOTE SKILLS DEVELOPMENT AND NETWORKING AMONG EMERGING STATE LEADERS. 428828 PROVIDE AUTHORITATIVE EVIDENCE, EXPERIENCE, AND SUPPORT ON SELECTED ISSUES OF CRITICAL IMPORTANCE TO THE STATES TO STIMULATE MEANINGFUL RESPONSE: ACTIVITIES INCLUDED CONVENING MEETINGS OF PUBLIC AND PRIVATE DECISION MAKERS AND PUBLISHING REPORTS ON SUCH ISSUES AS STATE SERVICES FOR AGING POPULATIONS, PRIMARY CARE TRANSFORMATION, MEASURING TOTAL COST OF CARE, AND BEHAVIORAL HEALTH. 1121549 THE MILBANK QUARTERLY AND COMMUNICATIONS: ACTIVITIES INCLUDED EDITING AND PUBLISHING THE MILBANK QUARTERLY, A PEER-REVIEWED JOURNAL OF HEALTH POLICY AND POPULATION HEALTH, AND INCREASING AWARENESS OF THE FUND'S WORK BY COMMUNICATING ITS RESULTS TO A BROAD AUDIENCE. 797137 PROGRAM DEVELOPMENT AND MANAGEMENT: ACTIVITIES INCLUDED PLANNING NEW PROJECTS WITH STRATEGIC PARTNERS, EVALUATING CONTINUING WORK, AND 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