TY 2023 Form 990PF

Part I	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books	(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)
	1	Contributions, gifts, grants, etc., received (attach schedule)	161,523
2	Check .............
3	Interest on savings and temporary cash investments	219	219
4	Dividends and interest from securities...	41,865	41,865
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-38,938
b	Gross sales price for all assets on line 6a 401,335
7	Capital gain net income (from Part IV, line 2)...		0
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances	4,005
b	Less: Cost of goods sold....	314
c	Gross profit or (loss) (attach schedule).....		3,691
11	Other income (attach schedule).......	List of Attached Documents: // Content	558,067	0
12	Total. Add lines 1 through 11........	726,427	42,084
	13	Compensation of officers, directors, trustees, etc.	0	0		0
14	Other employee salaries and wages......	126,188	0		126,188
15	Pension plans, employee benefits.......	10,473	0		9,981
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	942	0		942
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	25,195	0		25,195
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	46,372	22,372		24,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	38,133	0		38,133
21	Travel, conferences, and meetings.......	136,807	0		136,807
22	Printing and publications..........	2,201	0		1,361
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	420,575	1,336		417,928
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	806,886	23,708		780,535
25	Contributions, gifts, grants paid.......	102,150			131,250
26	Total expenses and disbursements. Add lines 24 and 25	909,036	23,708		911,785
	27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-182,609
b	Net investment income (if negative, enter -0-)		18,376
c	Adjusted net income (if negative, enter -0-)...

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	98,103	92,004	92,004
	2	Savings and temporary cash investments.........	118,791	196,364	196,364
	3	Accounts receivable 50,927
		Less: allowance for doubtful accounts 8,252	63,422	42,675	42,675
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	365,988	List of Attached Documents: // Content 368,724	368,724
	b	Investments—corporate stock (attach schedule).......	1,858,475	List of Attached Documents: // Content 2,154,804	2,154,804
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	323,962	List of Attached Documents: // Content 229,980	229,980
	14	Land, buildings, and equipment: basis 10,000
		Less: accumulated depreciation (attach schedule) 10,000
	15	Other assets (describe )	List of Attached Documents: // Content 33,738	List of Attached Documents: // Content 109,985	List of Attached Documents: // Content 109,985
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,862,479	3,194,536	3,194,536
	17	Accounts payable and accrued expenses..........	30,752	33,395
	18	Grants payable.................	187,500	158,400
	19	Deferred revenue.................	5,125	27,825
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	List of Attached Documents: // Content 33,065	List of Attached Documents: // Content 106,161
	23	Total liabilities (add lines 17 through 22).........	256,442	325,781
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	2,606,037	2,868,755
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,606,037	2,868,755
	30	Total liabilities and net assets/fund balances (see instructions).	2,862,479	3,194,536

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

2,606,037

Enter amount from Part I, line 27a .....................

-182,609

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

445,327

Add lines 1, 2, and 3 ..........................

2,868,755

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,868,755

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	SALE OF PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	401,335	440,273	-38,938
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			-38,938
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-38,938
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	255
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	255
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	255
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	1,243
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,243
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	988
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax988	Refunded	11	0

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
PETER D MCGUIRE	PRESIDENT 2.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
SEAN T O'BRIEN	FIRST VICE-PRESIDENT 1.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
LAWRENCE H COOKE II	SECOND VICE-PRESIDENT 1.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
MICHAEL K BURKE	TREASURER 5.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
NED BROWN	SECRETARY - AS OF 06/23 3.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
NAN MOORE SMITH	ALMONER 1.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
BRIAN A RATHJEN	HISTORIAN 1.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
THOMAS H SULLIVAN	CHAIRMAN - AS OF 06/23 3.50	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
JOHN A COLEMAN III	TRUSTEE - AS OF 06/23 2.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
JEAN C STOUT	TRUSTEE - AS OF 06/23 4.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
THOMAS M O'BRIEN	TRUSTEE - AS OF 06/23 2.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
JOHN C WALTON	TRUSTEE - AS OF 06/23 2.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674
ELLEN G FITZSIMONS	TRUSTEE - AS OF 06/23 10.00	0	0	0
3 WEST 51ST STREET SUITE 604 NEW YORK,NY100193674

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					136,158
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	752,607
b From 2019......	199,292
c From 2020......	209,100
d From 2021......	455,879
e From 2022......	690,779
f Total of lines 3a through e ........		2,307,657
4Qualifying distributions for 2023 from Part
XI, line 4: $ 911,785
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					136,158
e Remaining amount distributed out of corpus		775,627
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		3,083,284
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		752,607
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		2,330,677
10 Analysis of line 9:
a Excess from 2019....	199,292
b Excess from 2020....	209,100
c Excess from 2021....	455,879
d Excess from 2022....	690,779
e Excess from 2023....	775,627

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
INNER CITY SCHOLARSHIP FUND 1011 FIRST AVENUE SUITE 1800 NEW YORK,NY10022	N/A	PC	SCHOLARSHIPS FOR 48 "FRIENDLY SONS SCHOLARS" ATTENDING ADNY CATHOLIC SCHOOLS	100,000
IRISH ARTS CENTER 553 WEST 51ST STREET NEW YORK,NY10019	N/A	PC	ALMOST HOME CAMPAIGN	31,250
Total ................................. 3a				131,250

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....					88,157
3 Interest on savings and temporary cash investments ...........			14	219
4 Dividends and interest from securities ....			14	41,865
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	-38,938
9 Net income or (loss) from special events:			01	73,409
10 Gross profit or (loss) from sales of inventory			01	3,691
11 Other revenue: aEXCISE TAX BENEFIT			01	284
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		80,530	88,157

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Name of organization SOCIETY OF FRIENDLY SONS OF ST PATRICK IN THE CITY OF NEW YORK			Employer identification number 13-6164757

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
1	BENNACK-POLAN FOUNDATION PO BOX 5063 CAMP VERDE, TX78010	$ 20,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	BLOOMBERG PHILANTHROPIES 25 EAST 78TH STREET NEW YORK, NY10075	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	COMMUNITY FOUNDATION FOR NANTUCKET 9B BAYBERRY COURT PO BOX 204 NANTUCKET, MA02554	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	GALWAY BAY FOUNDATION PO BOX 2326 BONITA SPRINGS, FL34133	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	HIRAIR & ANNA HOVNANIAN FOUNDATION INC ONE HOVCHILD PLAZA 4000 ROUTE 66 4T TINTON FALLS, NJ07753	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	JEAN C STOUT 440 E 20TH STREET NEW YORK, NY10009	$ 7,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization SOCIETY OF FRIENDLY SONS OF ST PATRICK IN THE CITY OF NEW YORK			Employer identification number 13-6164757
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
7	JOHN C WALTON 4641 HINCKLEY INDUSTRIAL PARKWAY CLEVELAND, OH44109	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	STERLING RESOURCES INTERNATIONAL LLC 350 RXR PLAZA UNIONDALE, NY11556	$ 5,001		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	MICHAEL KOSLOSKE 16221 VILLARREAL DE AVILA TAMPA, FL33613	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
10	NED BROWNE 1967 RYDER STREET BROOKLYN, NY11234	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
11	PATTERSON BELKNAPP WEBB & TYLER LLP 1133 AVENUE OF THE AMERICAS NEW YORK, NY10036	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
12	PETER D MCGUIRE 83 WESTORCHARD ROAD CHAPPAQUA, NY10514	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Name of organization SOCIETY OF FRIENDLY SONS OF ST PATRICK IN THE CITY OF NEW YORK			Employer identification number 13-6164757
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
13	SCOTT DITRAPANI 22 CARLISLE DRIVE GLEN HEAD, NY11545	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
14	SEAN T O'BRIEN 29 WATERVIEW DRIVE OSSINING, NY10562	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
15	THE DINAN FAMILY FOUNDATION INC 520 ISLAND DRIVE PALM BEACH, FL33480	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
16	THOMAS C QUICK 291 EL VEDADO ROAD PALM BEACH, FL33480	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
17	THOMAS H SULLIVAN 26 CLUB ROAD MONTCLAIR, NJ07042	$ 5,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
		$		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JACQUELINE MCCARTHY	OFFICE MANAGER 35.00	126,188	10,473	0
3 W 51ST STREET NEW YORK,NY100193764	OFFICE MANAGER 35.00	126,188	10,473	0








Total number of other employees paid over $50,000...................				0

bApproved for future payment
IRISH ARTS CENTER 553 WEST 51ST STREET NEW YORK,NY10019	N/A	PC	ALMOST HOME CAMPAIGN	156,250
THE BASILICA OF ST PATRICK'S OLD CATHEDRAL 263 MULBERRY STREET NEW YORK,NY10012	N/A	PC	GENERAL OPERATING SUPPORT	2,150
Total ................................. 3b				158,400

Name of organization SOCIETY OF FRIENDLY SONS OF ST PATRICK IN THE CITY OF NEW YORK		Employer identification number 13-6164757

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
8	NVIDIA CORPORATION (NVDA) 11.000 SHARES	$ 5,001	2023-10-13
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)


Name of organization SOCIETY OF FRIENDLY SONS OF ST PATRICK IN THE CITY OF NEW YORK			Employer identification number 13-6164757
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALIBABA GROUP HLDG LTD (BABA) 100.000 SHARES	7,236	7,236
ALPHABET INC CL A (GOOGL) 1,000.000 SHARES	150,930	150,930
AMAZON COM INC (AMZN) 900.000 SHARES	162,342	162,342
AMGEN INC (AMGN) 250.000 SHARES	71,080	71,080
APPLE INC (AAPL) 800.000 SHARES	137,184	137,184
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 500.000 SHARES	210,260	210,260
BOEING CO (BA) 100.000 SHARES	19,299	19,299
BROOKFIELD ASSET MANAGEMENT (BAM) 500.000 SHARES	21,010	21,010
BROOKFIELD CORP CL A (BN) 2,000.000 SHARES	83,740	83,740
CANADIAN PACIFIC KANSAS CITY (CP) 500.000 SHARES	44,085	44,085
CITIGROUP INC NEW (C) 500.000 SHARES	31,620	31,620
CORTEVA INC (CTVA) 300.000 SHARES	17,301	17,301
CVS HEALTH CORP COM (CVS) 600.000 SHARES	47,856	47,856
DUPONT DE NEMOURS INC (DD) 400.000 SHARES	30,668	30,668
EXXON MOBIL CORP (XOM) 1,500.000 SHARES	174,360	174,360
HOME DEPOT INC (HD) 150.000 SHARES	57,540	57,540
INTL BUSINESS MACHINES COROP (IMB) 300.000 SHARES	57,288	57,288
JPMORGAN CHASE & CO (JPM) 400.000 SHARES	80,120	80,120
MC DONALDS CORP (MCD) 250.000 SHARES	70,487	70,487
MERCK & CO INC NEW COM (MRK) 500.000 SHARES	65,975	65,975
MICROSOFT CORP (MSFT) 500.000 SHARES	210,361	210,361
NESTLE SPON ADR REP REG SHR (NSRGY) 400.000 SHARES	42,522	42,522
NEWMONT CORPORATION (NEM) 500.000 SHARES	17,920	17,920
NUCOR CORPORATION (NUE) 300.000 SHARES	59,370	59,370
NVIDEA CORPORATION (NVDA) 11.000 SHARES	9,939	9,939
ROCHE HOLDINGS ADR (RHHBY) 1,500.000 SHARES	47,880	47,880
SCHLUMBERGER LTD (SLB) 1,500.000 SHARES	82,215	82,215
WALMART INC (WMT) 1,800.000 SHARES	108,306	108,306
WEYERHAEUSER (WY) 1,000.000 SHARES	35,910	35,910

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
INVESCO PREM US GOVT MNY INTST (IUGXX) 48,642.840 SHARES	FMV	48,643	48,643
ISHARES 3-7 TREASURY BD ETF (IEI) 500.000 SHARES	FMV	57,905	57,905
SPDR GOLD TR GOLD SHS (GLD) 600.000 SHARES	FMV	123,432	123,432

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
SECURITY DEPOSITS	2,400	2,400	2,400
RIGHT-OF-USE ASSET	31,338	106,075	106,075
PREPAID FEDERAL EXCISE TAX	0	1,510	1,510

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
TELEPHONE	844	0	797
INSURANCE	3,587	0	3,587
OFFICE SUPPLIES AND EXPENSES	6,016	0	5,952
CREDIT CARD FEES	14,600	0	14,600
FILING FEES	250	0	250
BANK SERVICE FEES	1,336	1,336	0
YEARBOOK AND TECHNOLOGY	0	0	5,915
SPECIAL EVENTS - ANNUAL DINNER	367,511	0	360,396
CATERING - ST. PATRICKS OLD CATHEDRAL TOUR	6,000	0	6,000
SPECIAL EVENTS - WOMEN'S LUNCHEON	20,431	0	20,431

Description	Revenue And Expenses Per Books	Adjusted Net Income
EXCISE TAX BENEFIT	284	284
MEMBERSHIP DUES AND ASSESSMENTS	88,157	88,157
GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS	469,626	469,626

Description	Beginning of Year - Book Value	End of Year - Book Value
FEDERAL EXCISE TAX LIABILITY	774	0
LEASE LIABILITY	32,291	106,161

Software ID:
Software Version:

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES - MORGAN STANLEY	22,372	22,372		0
CONSULTANTS - MARK F. GILBERTSON LLC	24,000	0		24,000