2025-11-14T19:01:32-06:00 2024-12-31 861065772 DELOITTE TAX LLP 111 S WACKER DR STE 2100 CHICAGO IL 60606 990PF 2024-01-01 066299809 SMILOW FOUNDATION SMIL 3027933290 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 198093747 WILLIAM S SMILOW TRUSTEE 3027933290 2025-11-14 true true JULIA A CLOUD P01247032 3124869815 2025-11-14 2024 2025-03-06 01:10:19Z X X 0 858296 2999706 2999706 1629011 19877126 1629011 0 30904 30904 5517917 4659621 360000 360000 125000 0 0 125000 114361 0 0 114361 88120 0 0 88120 576493 326493 250000 0 59916 916 0 0 0 0 0 0 0 97609 45998 51611 1421499 373407 0 989092 7379600 7379600 8801099 373407 0 8368692 -3283182 4286214 0 199373 8984664 0 0 0 117126309 41113388 0 0 0 167423734 0 0 0 X 167423734 0 167423734 0 167423734 0 167423734 -3283182 0 164140552 164140552 1. GOLDMAN SACHS & CO 2024-01-01 2024-12-31 4728844 4609604 119240 119240 1. GOLDMAN SACHS & CO 2023-01-01 2024-12-31 15071000 13638511 1432489 1432489 CAPITAL GAIN DIVIDENDS P 77282 CAPITAL GAIN DIVIDENDS P 77282 1629011 59578 0 59578 0 59578 70843 0 0 70843 X 0 11265 0 11265 false false false false false false true true true CT true false false false false true THE GOLDMAN SACHS TRUST COMPANY NA 3027933290 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 198093747 false false false false true false false false false false false false false false false false false false false false false false WILLIAM SMILOW 18 W HIGHLAND AVE PHILADELPHIA PA 19118 TRUSTEE 40 300000 MR RICHARD J SMILOW 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 19809 DIRECTOR 2 20000 STEPHEN FARLEY 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 19809 DIRECTOR 2 20000 JOHN P SHOEMAKER 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 19809 DIRECTOR 2 20000 MARK LAZARUS 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 19809 DIRECTOR 2 0 JENNIFER LIPPINCOTT 18 W HIGHLAND AVE PHILADELPHIA PA 19118 VP OPERATIONS AND AD 40 125000 0 THE GOLDMAN SACHS TRUST COMPANY NA 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 198093747 ADVISORY & INV MGMT 576493 HOLLAND & KNIGHT LLP ONE ARTS PLAZA 1722 ROUTH ST SUIT DALLAS TX 75201 LEGAL SERVICES 88120 0 164366247 8834273 0 173200520 0 0 173200520 2598008 170602512 8530126 8530126 59578 59578 8470548 0 8470548 0 8470548 8368692 0 0 0 0 8368692 8470548 6678270 0 0 0 0 0 0 0 8368692 6678270 0 0 1690422 0 0 0 0 0 0 0 0 6780126 0 0 0 0 0 0 0 0 JOEL E SMILOW ESTATE NA MEGHAN VERCILLO 200 BELLEVUE PARKWAY SUITE 250 WILLIMINGTON DE 19809 3027933290 APPLICATION FORM NONE TO BE WITHIN THE GUIDELINES OF MISSION STATEMENT BROWN UNIVERSITY 75 WATERMAN ST PROVIDENCE RI 02912 NONE PC PROGRAM SUPPORT 10000 FREDERICK GUNN SCHOOL 99 GREEN HILL ROAD WASHINGTON CT 06793 NONE PC PROGRAM SUPPORT 20000 YALE UNIVERSITY PO BOX 208239 NEW HAVEN CT 065208239 NONE PC PROGRAM SUPPORT 2020000 WESTPORT LIBRARY ASSOC 20 JESUP ROAD WESTPORT CT 06880 NONE PC PROGRAM SUPPORT 800 EARTHPLACE 10 WOODSIDE LANE WESTPORT CT 06880 NONE PC PROGRAM SUPPORT 7500 TEMPLE ISRAEL 14 COLEYTOWN ROAD WESTPORT CT 06880 NONE PC PROGRAM SUPPORT 7000 AMERICA'S VETDOGS 371 E JERICHO TPKE SMITHTOWN NY 11787 NONE PC PROGRAM SUPPORT 5000 HOMES WITH HOPE PO BOX 631 WESTPORT CT 06881 NONE PC PROGRAM SUPPORT 5000 NORWALK HOSPITAL FOUNDATION INC 34 MAPLE ST NORWALK NY 06850 NONE PC PROGRAM SUPPORT 2000000 BRIDGEPORT HOSPITAL FOUNDATION INC 267 GRANT ST BRIDGEPORT CT 066102805 NONE PC PROGRAM SUPPORT 100000 UNIVERSITY OF PENNSYLVANIA 3025 WALNUT STREET PHILADELPHIA PA 19104 NONE PC PROGRAM SUPPORT 35000 WESTPORT COUNTRY PLAYHOUSE 25 POWERS COURT WESTPORT CT 06880 NONE PC PROGRAM SUPPORT 76800 BOYS & GIRLS CLUBS OF AMERICA PO BOX 2333 HARTFORD CT 06146 NONE PC PROGRAM SUPPORT 5000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC PROGRAM SUPPORT 60000 THE EAST LAKE FOUNDATION 2606 ALSTON DR SE ATLANTA GA 30317 NONE PC PROGRAM SUPPORT 10000 THE COBBS CREEK RESTORATION & COMMUNITY 300 CONSHOHOCKEN STATE RD CONSHOHOCKEN PA 19428 NONE PC PROGRAM SUPPORT 3000000 JACKSON HOLE ONE FLY FOUNDATION PO BOX 4158 JACKSON WY 830014158 NONE PC PROGRAM SUPPORT 5000 ASPEN INSTITUTE 2300 N STREET SUITE 700 WASHINGTON DC 20037 NONE PC PROGRAM SUPPORT 12500 7379600 14 2999706 18 1629011 PARTNERSHIP INCOME 1 30904 4659621 4659621 false false false false false false false false false false X X 1 JOEL E SMILOW RVOC TR C/O SMILOW FAMILY OFFICE SOUTHPORT CT 06890 858296 X SMILOW FOUNDATION INC 200 BELLEVUE PARKWAY SUITE 250 WILMINGTON DE 198093747 2024-12-31 164140556 THE GRANT SHALL BE SOLELY USED FOR THE PURPOSES SET FORTH IN THE GRANT AGREEMENT TO THE KNOWLEDGE OF THE GRANTOR, NO PORTION OF THE GRANT FUNDS HAVE BEEN USED FOR OTHER THAN THE INT 10/29/2025 2025-10-29 NO INDEPENDENT VERIFICATION UNDERTAKEN AS THERE HAS BEEN NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S RPORT. 91282CBZ3 U.S. TREASURY NOTE 1 91282CEA5 U.S. TREASURY NOTE 1 91282CEG2 U.S. TREASURY NOTE 2 912796XQ7 U.S. TREASURY BILL D 91282CEF4 U.S. TREASURY NOTE 2 91282CDP3 U.S. TREASURY NOTE 1 912828YB0 U.S. TREASURY NOTE 1 91324PEH1 UNITEDHEALTH GROUP I 80281LAR6 SANTANDER UK GROUP H 91282CAD3 U.S. TREASURY NOTE 0 26441CAS4 DUKE ENERGY CORP 2.6 05964HAN5 BANCO SANTANDER, S.A 88579YBG5 3M COMPANY MTN 3.375 756109AS3 REALTY INCOME CORPOR 099724AL0 BORGWARNER INC 2.65% 69353REW4 PNC BANK NA 2.7% 10/ 46647PBH8 JPMORGAN CHASE & CO. 6174468Q5 MORGAN STANLEY HYBRI 780082AD5 ROYAL BANK OF CANADA 10373QBE9 BP CAP MARKETS AMERI 95000U2N2 WELLS FARGO & COMPAN 084659AM3 BERKSHIRE HATHAWAY E 581557BR5 MCKESSON CORPORATION 780097BP5 ROYAL BANK OF SCOTLA 62947QBC1 NXP BV/NXP FUNDING L 225433AR2 CREDIT SUISSE GROUP 912828YE4 U.S. TREASURY NOTE 1 9EQ4JLVJ4 ING GROEP N.V. HYBRI 404280CG2 HSBC HOLDINGS PLC HY 172967NA5 CITIGROUP INC. HYBRI 70450YAD5 PAYPAL HOLDINGS, INC 459200JZ5 INTERNATIONAL BUSINE 20030NCT6 COMCAST CORP 4.15% 1 24703TAE6 DELL INT LLC / EMC C 06051GGZ6 BANK OF AMERICA CORP 95000U2X0 WELLS FARGO & COMPAN 46647PBW5 JPMORGAN CHASE & CO. 92343VDD3 VERIZON COMMUNICATIO 855244AP4 STARBUCKS CORP 3.5% 86562MBT6 SUMITOMO MITSUI FINA 828807CY1 SIMON PROPERTY GROUP 125523AH3 CIGNA CORPORATION 4. 29379VBV4 ENTERPRISE PRODUCTS 00914AAJ1 AIR LEASE CORP MTN 2 00774MAP0 AERCAP IRELAND CAP/G 09062XAF0 BIOGEN INC. 4.05% 09 00206RDN9 AT&T INC. 1.7% 03/25 120568AX8 BUNGE LIMITED FINANC 126650CX6 CVS HEALTH CORPORATI 487836BW7 KELLOGG CO 4.3% 05/1 25389JAT3 DIGITAL REALTY TRUST 49456BAP6 KINDER MORGAN INC 4. 337738AR9 FISERV, INC. 4.2% 10 13607HVE9 CANADIAN IMPERIAL BA 912828YS3 U.S. TREASURY NOTE 1 458140BH2 INTEL CORPORATION 2. 05530QAN0 B.A.T. INTERNATIONAL 92343VER1 VERIZON COMMUNICATIO 097023DG7 BOEING COMPANY (THE) 68389XBN4 ORACLE CORPORATION 3 37045XBG0 GENERAL MOTORS FINAN 03027XAJ9 AMERICAN TOWER CORPO 05526DBB0 B.A.T. CAPITAL CORPO 29379VBT9 ENTERPRISE PRODUCTS 828807DP9 SIMON PROPERTY GROUP 11134LAR0 BROADCOM CORPORATION 00914AAM4 AIR LEASE CORP 1.875 22822VAH4 CROWN CASTLE INTL CO 02209SBC6 ALTRIA GROUP, INC. 4 35137LAH8 FOX CORPORATION 4.70 681919BA3 OMNICOM GROUP INC. 3 571748BG6 MARSH & MCLENNAN COM 209111FS7 CONSOLIDATED EDISON 89352HAW9 TRANSCANADA PIPELINE 38145C455 GS HIGH YIELD FLOATI 91282CDY4 U.S. TREASURY NOTE 1 912810FT0 U.S. TREASURY BOND 4 91282CBB6 U.S. TREASURY NOTE 0 912828Z94 U.S. TREASURY NOTE 1 91282CDF5 U.S. TREASURY NOTE 1 9JE008V46 MITSUBISHI UFJ FINAN 65339KBJ8 NEXTERA ENERGY CAPIT 20030NDA6 COMCAST CORPORATION 191216CE8 COCA-COLA CO/THE 2.9 444859BK7 HUMANA INC. 3.125% 0 17327CAM5 CITIGROUP INC. HYBRI 05329WAQ5 AUTONATION INC 4.75% 06738EAP0 BARCLAYS PLC 5.2% 05 14040HCX1 CAPITAL ONE FINANCIA 9128285Z9 U.S. TREASURY NOTE 2 89236TDR3_1 TOYOTA MOTOR CREDI 55336VBN9 MPLX LP 4.25% 12/01/ 9EQ3PH383 UBS GROUP AG 4.55% 0 37045XEG7 GENERAL MOTORS FINL 071813CP2 BAXTER INTERNATIONAL 478160BJ2 JOHNSON & JOHNSON 4. 05531GAB7 BB&T CORPORATION MTN 87264ABW4 T-MOBILE USA, INC. 3 91282CFF3_1 U.S. TREASURY NOTE 92343VEU4 VERIZON COMMUNICATIO 91282CFY2 U.S. TREASURY NOTE 3 29250NBH7 ENBRIDGE INC 1.6% 10 539439AQ2 LLOYDS BANKING GROUP 718172CV9 PHILIP MORRIS INTL I 125523CP3 CIGNA CORP 1.25% 03/ 14040HCH6 CAPITAL ONE FINANCIA 666807BN1 NORTHROP GRUMMAN COR 606990158_1 SUMITOMO MITSUI FI 037389BC6 AON CORP 3.75% 05/02 031162DD9 AMGEN INC. 3.0% 02/2 78462F103 SPDR S&P 500 ETF TRU 921937736 VANGUARD INSTL INDEX 066923194 ISHARES S&P 500 INDE 921946406 VANGUARD HIGH DIVIDE 464287655 ISHARES RUSSELL 2000 46090E103 INVESCO QQQ TRUST ET 464287465 ISHARES MSCI EAFE IN 066922204 ISHARES S&P 500 INDE 4609E103 INVESCO QQQ TRUST ETF 09253F861 ISHARES MSCI EAFE IN THE SMILOW FOUNDATION TRUST IS REORGANIZING ITS LEGAL STRUCTURE AS A CORPORATION AND TRANSFERRING ALL OF ITS ASSETS TO FUND THE SMILOW FOUNDATION INC. A 501(C)(3) EXEMPT ORGANIZATION EIN 92-1388481. DURING TAX YEAR 2024, THE SMILOW FOUNDATION (EIN: 06-6299809) REORGANIZED ITS LEGAL STRUCTURE AND TRANSFERRED SUBSTANTIALLY ALL OF ITS ASSETS TO ITS SUCCESSOR ORGANIZATION, SMILOW FOUNDATION, INC. (EIN: 92-1388481). AS A RESULT OF THE TRANSFER, $6,780,126 OF UNDISTRIBUTED INCOME AS OF 12/31/2024 IS TRANSFERRED TO SMILOW FOUNDATION INC. AND WILL BE REPORTED ON THE 2025 FORM 990-PF. LEGAL FEES 88120 88120 TRANSFER OF ASSETS TO THE SMILOW FDN INC 164140552 OTHER CHARITABLE EXPENSES 55140 3529 51611 PARTNERSHIP EXPENSES 42469 42469 0 PARTNERSHIP INCOME 30904 30904 GS ADVISORY FEES 250000 250000 INVESTMENT MANAGEMENT FEES 326493 326493 FOREIGN TAXES 916 916 0 ESTIMATES TAX 39000 0 0 FEDERAL TAX PAID 20000 0 0