2021-11-10T15:25:22-06:00 2020-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA NEW YORK NY 10004 990PF 2020-01-01 133132117 GREENTREE FOUNDATION GREE 5166842540 220 COMMUNITY DRIVE MANHASSET NY 11030 NICHOLAS GABRIEL PRESIDENT & TREASURER 5166842540 2021-11-10 1 NICHOLAS GABRIEL 999009999 JAMES J REILLY P00183769 2126617777 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 325688141 X X 4131 4131 4131 3556677 3715607 3715607 35210389 221820177 35344973 1393088 928610 -81766 928610 39699807 38982945 6041436 404816 16193 16193 388623 1803502 72140 72140 1731362 646656 14019 14019 632637 69002 29886 29886 39116 55456 985 985 54471 1246193 383174 383174 863019 21645 645270 9509 0 645270 1799339 0 0 277442 3301 3301 274141 5415 0 0 5415 2420 0 0 2420 1536734 190392 196171 1340563 8492245 741244 715869 5977037 451000 451000 8943245 741244 715869 6428037 30756562 38241701 5325567 171234 148088 148088 1699589 185846 185846 195823942 150561898 150561898 30461928 87394433 87394433 92261209 24769916 67790776 67491293 67491293 4415013 19906583 19906583 300362482 325688141 325688141 18477 19890 18477 19890 X 300344005 325668251 300344005 325668251 300362482 325688141 300344005 30756562 0 331100567 5432316 325668251 PUBLICLY TRADED SECURITIES 161650171 137089093 24561078 24561078 PUBLICLY TRADED SECURITIES 55790790 48337265 7453525 7453525 HIRTLE CALLAGHAN PRIVATE EQUITY VII P 205337 205337 205337 HIRTLE CALLAGHAN PRIVATE EQUITY VIII P 370391 246928 123463 123463 HIRTLE CALLAGHAN PRIVATE EQUITY IX P 618823 618823 0 0 HIRTLE CALLAGHAN PRIVATE EQUITY X P 445711 445711 0 0 HIRTLE CALLAGHAN PRIVATE EQUITY XI P 28841 28841 0 0 HIRTLE CALLAGHAN SELECT EQUITY FUND LP - GAIN ON CLOSEOUT P 17963401 17963430 -29 -29 HIRTLE CALLAGHAN SELECT EQUITY FUND LP- LONG TERM P 8917066 8917066 HIRTLE CALLAGHAN SELECT EQUITY FUND LP-SHORT TERM P -6070507 -6070507 HIRTLE CALLAGHAN TOTAL RETURN II P 2464175 2471831 -7656 -7656 HIRTLE CALLAGHAN PRIVATE EQUITY VI 245938 93312 152626 152626 ADD: AMOUNT ATTRIBUTABLE TO UBI P 10070 10070 35344973 1393088 531560 0 531560 0 531560 589538 0 0 0 589538 X 0 57978 57978 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 1 0 0 0 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 404816 36993 0 LAURA E BUTZEL ESQ 220 COMMUNITY DRIVE MANHASSET NY 11030 SECRETARY 4.00 0 0 0 FRANKLIN A THOMAS 220 COMMUNITY DRIVE MANHASSET NY 11030 TRUSTEE 4.00 0 0 0 KATE R WHITNEY 220 COMMUNITY DRIVE MANHASSET NY 11030 VICE PRESIDENT & TRUSTEE 4.00 0 0 0 SARA R WILFORD 220 COMMUNITY DRIVE MANHASSET NY 11030 VICE PRESIDENT & 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 218408 34110 0 STEPHEN CHUMAS 220 COMMUNITY DRIVE MANHASSET NY 11030 DIR. FOR LAND, BUILD 40.00 163186 24635 0 RAMANDIP KAUR 220 COMMUNITY DRIVE MANHASSET NY 11030 DIRECTOR OF FINANCE 40.00 149563 30339 0 JORGE CLEMENTE 220 COMMUNITY DRIVE MANHASSET NY 11030 ASSOCIATE EXECUTIVE 40.00 134604 29465 0 MANUEL AFONSO 220 COMMUNITY DRIVE MANHASSET NY 11030 ASST. SUPER FOR LAND 40.00 129138 29223 0 10 ALLIED UNIVERSAL PO 6373 1915 ROUTE 46S PARSIPPANY NJ 75054 SECURITY 737750 CENTENNIAL SECURITY INTEGRATION 95 SEAVIEW BLVD SUITE 202 MANHASSET NY 11030 SECURITY CAMERA INSTALLATION 439436 S&J LANDSCAPING & CONSTRUCTION INC 8 MIDLAND AVENUE HICKSVILLE NY 11080 ROADWORK 407655 HIRTLE & CALLAGHAN & CO 300 BARR HARBOR DRIVE WEST CONSHOCKEN PA 19428 INVESTMENT MANAGEMENT FEES 278523 TLC OUTSOURCE SERVICES LLC 152 WEST 36TH STREET SUITE 405 NEW YORK NY 10018 TEMPORARY STAFF 248496 8 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. 7478926 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 193204893 1738437 30621531 225564861 0 0 225564861 3383473 222181388 11109069 X 6428037 0 1501889 7929926 0 7929926 X 5325567 4994201 5562516 4941607 20823891 4526732 4245071 4728139 4200366 17700307 7929926 7154907 7524179 7777899 30386911 451000 373000 372000 376500 1572500 7478926 6781907 7152179 7401399 28814411 0 0 7406046 7119979 7114977 6911765 28552767 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. 225000 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. 225000 ERASE RACISM 6800 JERICHO TURNPIKE SYOSSET NY 117914401 N/A PC GENERAL SUPPORT 1000 451000 0 14 4131 900099 1038 14 3555639 900099 18 741926 900099 18 35220459 CHARITABLE AND EDUCATIONAL CONFERENCES 173883 MISCELLANEOUS INCOME 15375 LOSS ON DISPOSAL OF ASSETS -2033 NET PARTNERSHIP LOSS -10611 -9573 39522155 187225 39699807 11A EDUCATIONAL CONFERENCES IN FURTHERANCE OF FOUNDATION'S EXEMPT PURPOSE 11B OTHER INCOME 11C LOSS ON DISPOSAL OF ASSETS 0 0 0 0 0 0 0 0 0 0 CONDON O'MEARA MCGINTY & DONNELLY LLP 52656 0 0 52656 CHRISTOPHER SIA 2800 985 985 1815 VANGUARD TOTAL STOCK MARKET INDEX FUND 43328417 43328417 VANGUARD PRIME CAP FUND ADMIRAL SHARES 22482652 22482652 VANGUARD WINDSOR FUND ADMIRAL SHARES 23532994 23532994 VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 30480329 30480329 VANGUARD INTERNATIONAL GROWTH FUND ADMIRAL SHARES 15431662 15431662 VANGUARD INTERNATIONAL VALUE FUND 15305844 15305844 HIRTLE CALLAGHAN PRIVATE EQUITY VI FMV 1733532 1733532 HIRTLE CALLAGHAN PRIVATE EQUITY VII FMV 1306521 1306521 HIRTLE CALLAGHAN PRIVATE EQUITY VIII FMV 2126323 2126323 HIRTLE CALLAGHAN PRIVATE EQUITY IX FMV 3516903 3516903 HIRTLE CALLAGHAN PRIVATE EQUITY X FMV 4869993 4869993 HIRTLE CALLAGHAN PRIVATE EQUITY XI FMV 2966459 2966459 HIRTLE CALLAGHAN PRIVATE EQUITY XII FMV 1990138 1990138 VANGUARD TOTAL BOND MARKET INDEX FUND INSTL SHARES FMV 27658800 27658800 VANGUARD SHORT-TERM INVESTMENT GRADE FUND INSTL SHARES FMV 12563280 12563280 VANGUARD INTERMEDIATE TERM GRADE ADMIRAL SHARES FMV 8061138 8061138 VANGUARD LONG-TERM INVESTMENT GRADE FUND ADMIRAL SHARES FMV 7069770 7069770 VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND INSTL SHARES FMV 13531576 13531576 PATTERSON BELKNAP WEBB & TYLER LLP 65525 29886 29886 35639 FORCHELLI, DEEGAN, & TERRANA LLP 3477 0 0 3477 ARTWORK/TANGIBLES USED FOR CHARITABLE PURPOSE 1943182 1943182 1943182 DISTRIBUTION RECEIVABLE 2471831 17963401 17963401 NET UNREALIZED LOSS ON INVESTMENTS 5432316 OFFICE AND GENERAL SUPPLIES 22307 607 607 21700 FOOD AND GRATUITIES 43189 1728 1728 41461 REPAIRS, REPLACEMENTS & MAINTENANCE 552684 0 0 552684 CONFERENCE EXPENSES 335391 0 173883 161508 INSURANCE 488226 19370 19370 468856 MISCELLANEOUS 16713 0 0 16713 DIRECT PROGRAM EXPENSES 30003 0 0 30003 EQUIPMENT RENTALS 14568 583 583 13985 UNIFORMS 5993 0 0 5993 DSL & CABLE SERVICE 15690 0 0 15690 FUEL (GAS & DIESEL) 11970 0 0 11970 LIMITED PARTNERSHIP OTHER DEDUCTIONS, NET OF AMOUNT ATTRIBUTABLE TO UBI 0 168104 0 0 LIMITED PARTNERSHIP INCOME 741385 -82307 741385 LESS: AMOUNT ATTRIBUTABLE TO UBI 0 541 0 CHARITABLE AND EDUCATIONAL CONFERENCES 173883 173883 MISCELLANEOUS INCOME 15375 15375 LOSS ON DISPOSAL OF ASSETS -2033 -2033 NET PARTNERSHIP LOSS 0 0 0 INVESTMENT MANAGEMENT & CUSTODIAN FEES 353976 353976 353976 0 PAYROLL SERVICE 6636 0 0 6636 ARCHIVE & DATABASE CONSULTANT 7590 0 0 7590 ENGINEERING CONSULTANTS 10341 0 0 10341 INFORMATION TECH CONSULTANTS 17888 0 0 17888 401(K) PLAN SPONSOR FEES 8500 0 0 8500 FOREST & TREE MANAGEMENT CONSULTANT 24601 0 0 24601 TEACHERS ECOLOGY WORKSHOP 67936 0 0 67936 HUMAN RESOURCE CONSULTANT 10920 0 0 10920 ON-SITE SECURITY SERVICES 732309 29198 29198 703111 OTHER 5496 0 0 5496 EXCISE TAXES 645270 0 0 645270 FOREIGN TAXES 0 9587 0 0 LESS: AMOUNT ATTRIBUTABLE TO UBI 0 -78 0 0