2025-11-12T12:26:10-06:00 2024-12-31 ERNST & YOUNG US LLP One Manhattan West NEW YORK NY 10001 990PF 2024-01-01 223208194 James J Pallotta Charitable Trust % LARRY LESTER JAME 7816478160 C/O Larry Lester 180 Ash Street Weston MA 024931928 JAMES PALLOTTA TRUSTEE 7816478160 2025-11-15 true true JESSICA PERNA P00844664 2127733000 2024 2025-03-06 01:10:19Z X 5852290 X 1554815 17684 17684 30932 30932 470107 3220323 470107 -50630 -278 2022908 518445 0 9708 0 0 9708 3643 3643 5000 57883 57883 76234 61526 0 9708 1880000 1880000 1956234 61526 0 1889708 66674 456919 0 73167 116057 116057 1279275 247541 247541 4907496 5488692 5488692 6259938 5852290 5852290 0 0 X 6259938 5852290 6259938 5852290 6259938 5852290 6259938 66674 6326612 474322 5852290 30,000 SHARES PENN ENTERTAINMENT INC D 2024-07-26 588704 481314 107390 107390 6,066 SHARES RISKIFIED LTD D 2024-09-05 30176 546 29630 29630 9,508 SHARES REDDIT INC D 2024-09-03 551068 403805 147263 147263 23,165 SHARES OSCAR HEALTH INC D 2024-03-01 380650 194826 185824 185824 1,439,418 SHARES BLACKROCK LIQUID FEDERAL TRUST FUND P 2024-12-31 1439418 1439418 230,316 SHARES BLACKROCK LIQUID FEDERAL TRUST FUND P 2024-12-31 230316 230316 470107 6351 6351 6351 8056 0 2000 10056 3705 3705 false false false false false false false true true MA true false true false false true N/A LARRY LESTER 7816478160 180 ASH STREET WESTON MA 024931928 false false false true false false false 0 false false false false false false false false false false false false false false JAMES J PALLOTTA 2068 NORTH BAY ROAD MIAMI BEACH FL 33140 TRUSTEE 0 0 0 0 KIMBERLY S PALLOTTA 2068 NORTH BAY ROAD MIAMI BEACH FL 33140 TRUSTEE 0 0 0 0 THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. IT'S PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS,OTHER ORGANIZATIONS EXEMPT UNDER IRC 501(C)(3) N/A 0 720744 4900458 5621202 0 5621202 84318 5536884 276844 276844 6351 6351 270493 270493 270493 1889708 0 0 0 0 1889708 270493 0 2022 2021 2020 0 0 2015889 4186703 1457691 1695180 9355463 1889708 0 270493 1619215 10974678 0 0 0 0 0 10974678 2015889 4186703 1457691 1695180 1619215 JAMES J PALLOTTA NONE JAMES J PALLOTTA 2068 NORTH BAY ROAD MIAMI BEACH FL 33140 7816478160 WRITTEN REQUESTS MUST INCLUDE THE CHARITABLE FUNCTION OF THE APPLICANT. NONE. NONE. 3POINT FOUNDATION 1270 SOLDIERS FIELD ROAD BOSTON MA 02135 NONE PC GENERAL PURPOSE 25000 MOTHER CAROLINE ACADEMY 515 Blue Hill Avenue Boston MA 02121 NONE PC General Purpose 25000 BOSTON CHILDREN'S HOSPITAL TRUST 401 Park Drive Suite 602 Boston MA 02115 NONE PC General Purpose 250000 NANTUCKET BOYS & GIRLS CLUB 61 Sparks Ave Nantucket MA 02554 None PC General Purpose 50000 Overtown Youth Center 450 NW 14TH ST MIAMI FL 33136 NONE PC GENERAL PURPOSE 250000 Community First Project 4831 COLUMBUS STREET PO BOX 61811 VIRGINIA BEACH VA 23466 NONE PC GENERAL PURPOSE 100000 Nantucket Conservation Foundation Inc PO BOX 13 NANTUCKET MA 02554 NONE PC GENERAL PURPOSE 50000 NORTH END ATHLETIC ASSOCIATION 154 Salem Street Boston MA 02113 NONE PC General Purpose 25000 International African American Museum 14 WHARFSIDE ST CHARLESTON SC 29401 NONE PC General Purpose 200000 Charleston Literary Festival PO BOX 1825 CHARLESTON SC 29402 NONE PC General Purpose 25000 Habitat for Humanity Nantucket 35 OLD SOUTH RD STE 5 NANTUCKET MA 02554 NONE PC General Purpose 50000 Boston Foundation IncQuin Impact Fund 75 Arlington Street 3rd Floor Boston MA 02116 NONE PC General Purpose 50000 Nantucket Cottage Hospital 57 Prospect St Nantucket MA 02554 NONE PC GENERAL PURPOSE 100000 SIMS Foundation PO BOX 2152 AUSTIN TX 78768 NONE PC GENERAL PURPOSE 25000 ROBIN HOOD FOUNDATION 826 BROADWAY FL 9 NEW YORK CITY NY 10003 NONE PC GENERAL PURPOSE 500000 GIBBES MUSEUM OF ART 135 MEETING STREET CHARLESTON SC 29401 NONE PC GENERAL PURPOSE 50000 YELLOW RIBBON FUND INC PO BOX 41048 BETHESDA MD 20824 NONE PC GENERAL PURPOSE 30000 FAIRWINDS-NANTUCKET BEHAVORIAL HEALTH CENTER 20 VESPER LN UNIT L1 NANTUCKET MA 02554 NONE PC GENERAL PURPOSE 25000 FORE LIFE INC 4141 NW 16TH STREET LAUDERHILL FL 33313 NONE PC GENERAL PURPOSE 25000 SANTA FE INSTITUTE 1399 HYDE PARK ROAD SANTA FE NM 87501 NONE GENERAL PURPOSE 25000 1880000 14 17684 14 30932 18 470107 TURNBRIDGE EQUITIES REAL ESTATE FUND II LP 901101 -50352 01 -4794 -50352 513929 463577 false false false false false false false false false false X X 1 James J Pallotta 2068 NORTH BAY ROAD MIAMI BEACH FL 33140 1554815 X X 1 23,165 SHARES OSCAR HEALTH INC. 376431 2024-02-29 1 30,000 SHARES PENN ENTERTAINMENT INC 583050 2024-07-26 1 9,508 SHARES REDDIT INC 565156 2024-08-30 1 6,066 SHARES RISKIFIED LTD 30178 2024-09-05 ACCOUNTING FEES 9708 9708 247541 247541 SEE ATTACHED 5488692 5488692 CONTRIBUTED STOCK - DIFF OF FMV AND COST 474322 TURNBRDGE EQUITIES REAL ESTATE 40 40 PRUDENCE FUND III LP 50760 50760 R&R PALLIDUS HOLDINGS LLC 2164 2164 RAPTOR GT HOLDINGS II LLC 313 313 R&R CORNAMI HOLDINGS LLC 1370 1370 R&R SECEDGE HOLDINGS LLC 3213 3213 R&R MATRIXSPACE HOLDINGS LLC 23 23 TURNBRIDGE EQUITIES REAL ESTATE FUND II -50628 -276 R&R MATRIXSPACE HOLDINGS LLC -2 -2 2024 FED ESTIMATE TAX 5000