Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)100 JERICHO QUADRANGLE 220
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
JERICHO, NY11753
A Employer identification number

46-4352404
B Telephone number (see instructions)

(631) 246-9139
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$83,208,964J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 26,091,524
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,708,332 1,643,631  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,148,181
b Gross sales price for all assets on line 6a 28,353,174
7 Capital gain net income (from Part IV, line 2)... 5,953,658
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 29,948,037 7,597,289  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
153,593 15,220   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
197,881 197,596   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 351,474 212,816   0
25 Contributions, gifts, grants paid....... 4,059,000 4,059,000
26 Total expenses and disbursements. Add lines 24 and 25 4,410,474 212,816   4,059,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 25,537,563
b Net investment income (if negative, enter -0-) 7,384,473
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 23,478 35,790 35,790
2 Savings and temporary cash investments......... 8,388,261 6,088,231 6,088,231
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 36,831,976 Click to see attachment
List of Attached Documents:
// Content
56,901,637 		60,149,791
c Investments—corporate bonds (attach schedule)....... 7,616,624 Click to see attachment
List of Attached Documents:
// Content
15,867,509 		15,776,016
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,750,000 Click to see attachment
List of Attached Documents:
// Content
1,254,735 		1,159,136
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 54,610,339 80,147,902 83,208,964
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 54,610,339 80,147,902
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 54,610,339 80,147,902
30 Total liabilities and net assets/fund balances (see instructions). 54,610,339 80,147,902
Part III
Analysis of Changes in Net Assets or Fund Balances
1
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) ...............
1
54,610,339
2
Enter amount from Part I, line 27a .....................
2
25,537,563
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
80,147,902
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
80,147,902
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(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 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 5.91 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2020-02-28 2024-04-08
b 19.22 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-07-31 2024-04-08
c 42.55 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-03-29 2024-04-08
d 46.3 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-02-28 2024-04-08
e 47.37 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-04-30 2024-04-08
48.86 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-08-31 2024-04-08
48.96 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-06-29 2024-04-08
49.02 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-05-31 2024-04-08
49.07 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-09-28 2024-04-08
50.89 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-10-31 2024-04-08
52.73 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-11-30 2024-04-08
52.89 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-03-29 2024-04-08
53.03 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2019-06-28 2024-04-08
53.35 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-07-31 2024-04-08
53.39 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-01-31 2024-04-08
53.41 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-05-31 2024-04-08
53.44 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-04-30 2024-04-08
53.92 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-02-28 2024-04-08
54.09 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-08-30 2024-04-08
54.53 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-10-31 2024-04-08
54.7 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-09-30 2024-04-08
54.72 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2019-11-29 2024-04-08
5518 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2016-08-31 2024-04-08
56.46 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2018-12-31 2024-04-08
56.57 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2016-07-29 2024-04-08
57.29 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-05-29 2024-04-08
57.72 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2016-11-30 2024-04-08
62.62 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-04-30 2024-04-08
66.9 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-03-31 2024-04-08
81.9 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2015-02-27 2024-04-08
82.09 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2015-12-31 2024-04-08
8217 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2016-01-29 2024-04-08
8811 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2016-03-31 2024-04-08
95.64 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2016-02-29 2024-04-08
127.58 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2015-09-30 2024-04-08
206.27 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2021-10-29 2024-04-08
213.78 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2021-03-31 2024-04-08
216.07 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2021-02-26 2024-04-08
219.82 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2021-11-30 2024-04-08
220.07 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-06-30 2024-04-08
222.84 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-11-30 2024-04-08
222.93 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2021-12-31 2024-04-08
227.5 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-08-31 2024-04-08
229.81 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-07-31 2024-04-08
233.3 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2015-02-27 2024-04-08
237.33 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-09-30 2024-04-08
240.34 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-10-30 2024-04-08
250.04 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-03-31 2024-04-08
252.07 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2023-02-28 2024-04-08
257.33 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-04-29 2024-04-08
257.67 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2015-03-25 2024-04-08
266.91 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-05-31 2024-04-08
279.77 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-07-29 2024-04-08
290.32 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-08-31 2024-04-08
296.94 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-10-31 2024-04-08
300.03 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-06-30 2024-04-08
309.39 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-11-30 2024-04-08
310.89 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-09-30 2024-04-08
902.53 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2022-05-19 2024-04-08
1505.85 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2021-11-11 2024-04-08
2886.25 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2016-01-27 2024-04-08
37625.42 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2020-06-02 2024-04-08
64.91 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2020-12-30 2024-04-08
302.9 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2020-12-30 2024-04-08
31671 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2020-12-30 2024-04-08
774.51 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2020-12-30 2024-04-08
1858.83 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2020-12-30 2024-04-08
18504.9 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2020-12-14 2024-04-08
27729.64 SHS BLACKROCK ADVANTAGE SMALL CAP CORE FUND DE DISCRETION P 2023-12-21 2024-04-08
258.11 SHS OS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-04-28 2024-04-08
267.81 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-05-31 2024-04-08
270.92 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-07-31 2024-04-08
271.63 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-06-30 2024-04-08
280.99 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-08-31 2024-04-08
284.37 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-09-29 2024-04-08
287.74 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-11-30 2024-04-08
297.84 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-10-31 2024-04-08
367.71 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-12-29 2024-04-08
717.1 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2024-01-31 2024-04-08
735.8 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2024-02-29 2024-04-08
774.19 SHS GS HIGH YIELD FUND DE DISCRETION EXEFICIS ED P 2024-03-28 2024-04-08
91575 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-04-14 2024-04-08
89285.71 SHS GS HIGH YIELD FUND DE DISCRETION EXERCISED P 2023-12-21 2024-04-08
51.11977 SHS GS TACTICAL TILT OVERLAY FUND DE DISCRETION EXERCISED P 2023-12-21 2024-04-08
8083 SHS ISHARES CORE MSCI EMERGING MARKETS ETF AVG PRICE IN P 2023-12-21 2024-04-08
15839.49 SHS PRUDENTIAL GLOBAL REAL ESTATE DE DISCRETION EXERCISED P 2023-12-21 2024-04-08
244.88 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2023-12-28 2024-04-08
298.25 SHS TORTOISE ENERGY INFRASTRUCTURE TOTAL RETURN DE DISCRETION P 2024-02-22 2024-04-08
37314.757 SHS JPM ACCESS GROWTH FD USD I ISIN US48121A7871 SEDOL B4V04V5 0 P 2024-05-15 2024-05-15
17337 SHS 3I GROUP PLCUNSPON ADR D 2022-03-09 2024-03-01
401 SHS AMERICAN EXPRESS CO D 2020-05-18 2024-03-01
87 SHS ANALOG DEVICES INC D 2019-06-17 2024-03-01
396 SHS ARTHUR J GALLAGHER & CO D 2020-02-10 2024-03-01
12603 SHS ASE TECHNOLOGY HOLDING ADR D 2020-05-26 2024-03-01
5431 SHS BAE SYSTEMS PLC SPON ADR D 2024-03-01 2024-03-01
5194 SHS BNP PARIBASADR D 2020-05-29 2024-03-01
580 SHS CHUBB LTD D 2024-03-01 2024-03-01
1692 SHS CONOCOPHILLIPS D 2024-03-01 2024-03-01
511 SHS EATON CORP PLC D 2024-03-01 2024-03-01
105 SHS ELI LILLY & CO D 2020-02-10 2024-03-01
850 SHS EOG RESOURCES INC D 2024-03-01 2024-03-01
28 SHS HOME DEPOT INC D 2020-04-01 2024-03-01
616992.653 SHS JPM ACCESS GROWTH FD USD I ISIN US48121A7871 SEDOL B4V04V5 P 2024-05-15 2024-05-15
476 SHS MCDONALD'S CORP D 2024-03-01 2024-03-01
321 SHS MICROSOFT CORP D 2020-02-10 2024-03-01
4714 SHS MUENCHENER RUECKUNSPON ADR D 2020-05-26 2024-03-01
38 SHS PARKER HANNIFIN CORP D 2024-03-01 2024-03-01
311 SHS REPUBLIC SERVICES INC D 2020-04-02 2024-03-01
1854 SHS TOKYO ELECTRON LTDUNSP ADR D 2022-10-31 2024-03-01
2930 SHS TOTALENERGIES SE SPON ADR D 2020-05-26 2024-03-01
295 SHS UNITEDHEALTH GROUP INC D 2024-03-01 2024-03-01
2026.752 SHS FIDELITY 500 INDEX FUND P 2024-05-29 2024-10-09
391.651 SHS FIDELITY 500 INDEX FUND P 2024-05-29 2024-10-01
235.107 SHS FIDELITY 500 INDEX FUND P 2024-08-08 2024-10-01
484.162 SHS FIDELITY 500 INDEX FUND P 2024-05-29 2024-07-11
720.551 SHS FIDELITY INTL INDXINST PRM P 2024-05-29 2024-11-25
407.676 SHS FIDELITY INTL INDXINST PRM P 2024-05-29 2024-10-09
12 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
1 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
66 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
33 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
123 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
3250 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
11 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-11-25
242 SHS ISHARES BROAD USD HIGH YIELD P 2024-07-15 2024-10-09
469 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-10-09
149 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-07-11
1 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-07-11
17 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-07-11
9 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-07-11
624 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-07-11
1 SHS JPMORGAN BETABUILDERS CANADA P 2024-05-29 2024-07-11
426 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-10-09
138 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
3 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
2 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
1 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
1 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
346 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
670 SHS JPMORGAN BETABUILDERS DEVELO P 2024-05-29 2024-07-11
2255 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2024-05-29 2024-11-25
73 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2024-05-29 2024-11-25
887 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2024-05-29 2024-11-25
192 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2024-05-29 2024-10-09
1354 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2024-05-29 2024-07-12
548 SHS JPMORGAN BETABUILDERS EUROPE ETF P 2024-05-29 2024-07-12
170 SHS JPMORGAN BETABUILDERS JAPAN ETF P 2024-05-29 2024-11-25
516 SHS JPMORGAN BETABUILDERS JAPAN ETF P 2024-05-29 2024-11-25
833 SHS JPMORGAN BETABUILDERS JAPAN ETF P 2024-05-29 2024-10-09
901.405 SHS SIX CIRCLES CREDIT OPPORT 0.00% P 2024-05-29 2024-11-25
13286.656 SHS SIX CIRCLES CREDIT OPPORT 0.00% P 2024-07-16 2024-11-25
4614.581 SHS SIX CIRCLES CREDIT OPPORT 0.00% P 2024-07-16 2024-10-09
9239.012 SHS SIX CIRCLES GLOBAL BOND 0.00% P 2024-10-01 2024-10-09
4086.976 SHS SIX CIRCLES GLOBAL BOND 0.00% P 2024-05-29 2024-08-08
4122.867 SHS SIX CIRCLES GLOBAL BOND 0.00% P 2024-07-15 2024-08-08
5324.261 SHS SIX CIRCLES INTL UNCON EQ 0.00% P 2024-05-29 2024-10-09
8285.604 SHS SIX CIRCLES US UNCONSTR EQ 0.00% P 2024-05-29 2024-10-09
1822.276 SHS SIX CIRCLES US UNCONSTR EQ 0.00% P 2024-05-29 2024-10-01
1838.816 SHS SIX CIRCLES US UNCONSTR EQ 0.00% P 2024-05-29 2024-07-11
133 SHS VANGUARD INTTERM CORPORATE P 2024-05-29 2024-10-09
4363 SHS VANGUARD LONGTERM TREASURY ETF P 2024-05-29 2024-11-25
235 SHS VANGUARD LONGTERM TREASURY ETF P 2024-05-29 2024-10-09
91 SHS VANGUARD TOTAL INTL BOND ETF P 2024-05-29 2024-10-09
912 SHS VANGUARD TOTAL INTL BOND ETF P 2024-10-01 2024-10-09
390 SHS VANGUARD TOTAL INTL BOND ETF P 2024-05-29 2024-08-08
663 SHS VANGUARD TOTAL INTL BOND ETF P 2024-07-15 2024-08-08
85 SHS ABBOTT LABORATORIES P 2024-01-30 2024-06-13
49 SHS ABBVIE INC COM P 2024-02-14 2024-06-13
37 SHS ACCENTURE PLC IRELAND CL A P 2023-11-20 2024-06-13
589 SHS AT&T INC P 2024-01-30 2024-06-13
37 SHS AUTOMATIC DATA PROCESSING INC P 2024-04-25 2024-06-13
142 SHS BANK OF NEW YORK MELLON CORP P 2024-01-30 2024-06-13
13.526 SHS BLACKROCK INC P 2024-01-16 2024-06-13
8 SHS BOOZ ALLEN HAMILTON HLDG CLA P 2024-02-14 2024-06-13
134 SHS BRISTOL MYERS SQUIBB CO P 2023-02-02 2024-01-16
521 SHS BRISTOL MYERS SQUIBB CO P 2023-06-07 2024-01-16
6 SHS BROADCOM INC P 2023-06-07 2024-01-30
59 SHS CDW CORPORATION P 2024-06-26 2024-11-19
59 SHS CDW CORPORATION P 2024-06-27 2024-11-19
11 SHS CME GROUP INC P 2024-02-14 2024-06-13
36 SHS CME GROUP INC P 2024-04-25 2024-06-13
349 SHS COMCAST CORP (NEW) CLASS A P 2023-06-07 2024-02-13
53 SHS CONOCOPHILLIPS P 2024-02-14 2024-06-13
57 SHS EATON CORP PLC SHS P 2023-06-07 2024-01-30
57 SHS EATON CORP PLC SHS P 2023-06-07 2024-03-26
219 SHS EATON CORP PLC SHS P 2023-06-07 2024-04-25
58 SHS EBAY INC P 2024-06-04 2024-06-13
27 SHS ELEVANCE HEALTH INC P 2023-11-20 2024-11-05
329 SHS EVERSOURCE ENERGY COM P 2023-06-07 2024-01-30
78 SHS EXXON MOBIL CORP P 2023-10-10 2024-06-13
111 SHS GENERAL MILLS INC P 2024-04-09 2024-06-13
37 SHS GENUINE PARTS CO P 2023-07-18 2024-06-13
24 SHS HOME DEPOT INC P 2024-02-14 2024-06-13
25 SHS ILL TOOL WORKS INC P 2024-01-30 2024-06-13
7 SHS ILL TOOL WORKS INC P 2024-02-14 2024-06-13
21 SHS INTL BUSINESS MACHINES CORP P 2023-12-07 2024-06-13
16 SHS INTL BUSINESS MACHINES CORP P 2024-02-14 2024-06-13
323 SHS ISHARES RUSSELL 1000 VALUE ETF P 2024-02-14 2024-06-13
107 SHS JOHNSON & JOHNSON P 2023-12-07 2024-06-13
65 SHS JPMORGAN CHASE & CO P 2024-02-14 2024-06-13
10 SHS KLA CORPORATION P 2023-06-07 2024-01-30
11 SHS LAM RESEARCH CORPORATION P 2023-06-07 2024-01-30
4 SHS MEDTRONIC PLC SHS P 2023-07-18 2024-06-13
111 SHS MERCK & CO INC NEW COM P 2024-01-16 2024-06-13
54 SHS MICROCHIP TECHNOLOGY INC P 2023-06-07 2024-01-30
56 SHS MICROCHIP TECHNOLOGY INC P 2023-12-07 2024-01-30
20 SHS MICROSOFT CORP P 2023-06-07 2024-03-26
22 SHS MICROSOFT CORP P 2023-10-24 2024-03-26
32 SHS MICROSOFT CORP (CONT.) P 2023-06-07 2024-06-04
75 SHS MONDELEZ INTL INC COM P 2024-01-16 2024-06-13
48 SHS NIKE INC B P 2024-01-30 2024-06-13
11 SHS NIKE INC B P 2024-02-14 2024-06-13
69 SHS NIKE INC B P 2024-01-30 2024-07-16
28 SHS PACKAGING CORP AMER P 2024-05-21 2024-06-13
20 SHS PARKER HANNIFIN CORP P 2023-06-07 2024-01-30
24 SHS PARKER HANNIFIN CORP P 2023-06-07 2024-03-26
34 SHS PEPSICO INC NC P 2023-12-07 2024-06-13
358 SHS PHILIP MORRIS INTL INC P 2023-06-07 2024-04-09
20 SHS PNC FINL SVCS GP P 2023-12-19 2024-06-13
13 SHS PNC FINL SVCS GP P 2024-02-14 2024-06-13
33 SHS PROLOGIS INC COM P 2024-01-30 2024-06-13
59 SHS PUBLIC SERVICE ENTERPRISE GP P 2024-04-09 2024-06-13
82 SHS TJX COS INC NEW P 2024-03-26 2024-06-13
11 SHS TRANE TECHNOLOGIES PLC P 2023-06-07 2024-01-30
69 SHS UNION PACIFIC CORP P 2023-12-07 2024-06-13
98 SHS UNITED PARCEL SER INC CLB P 2023-06-07 2024-05-21
112 SHS UNITED PARCEL SER INC CLB P 2023-06-07 2024-06-04
120 SHS UNITED PARCEL SER INC CLB P 2024-01-30 2024-08-28
23 SHS UNITEDHEALTH GP INC P 2023-12-07 2024-06-13
31 SHS VISA INC CL A P 2024-04-25 2024-06-13
83 SHS WALT DISNEY CO HLDG CO P 2024-03-26 2024-06-13
286 SHS WELLS FARGO & CO NEW P 2023-12-19 2024-06-13
80 SHS ABBVIE INC COM P 2023-06-07 2024-06-13
432 SHS AMAZON COM INC D 2022-11-25 2024-12-24
12 SHS AMAZON COM INC D 2023-01-10 2024-12-24
90 SHS AMAZON COM INC D 2023-01-19 2024-12-24
58 SHS AMEREN CORP (HLDG CO) P 2023-06-07 2024-06-13
82 SHS AMERICAN ELEC PWR CO INC P 2022-01-26 2024-06-13
20 SHS AMERICAN EXPRESS CO D 2020-06-03 2024-12-24
48 SHS AMERICAN EXPRESS CO D 2020-11-25 2024-12-24
78 SHS AMERICAN EXPRESS CO D 2021-02-17 2024-12-24
320 SHS AMPHENOL CORP NEW CL A D 2020-11-12 2024-12-24
155 SHS AMPHENOL CORP NEW CL A D 2021-03-15 2024-12-24
66 SHS ANALOG DEVICES INC P 2023-06-07 2024-06-13
25 SHS AVALONBAY COMM INC P 2023-06-07 2024-06-13
34 SHS AVERY DENNISON CORPORATION P 2023-06-07 2024-06-13
297 SHS BANK OF AMERICA CORP P 2023-06-07 2024-06-13
47 SHS BECTON DICKINSON & CO P 2023-06-07 2024-06-13
84 SHS BECTON DICKINSON & CO P 2023-06-07 2024-08-28
56 SHS BECTON DICKINSON & CO P 2023-06-07 2024-10-09
0.211 SHS BLACKROCK INC P 2023-06-07 2024-10-02
30 SHS BLACKSTONE INC P 2023-06-07 2024-06-13
23 SHS BOOZ ALLEN HAMILTON HLDG CLA P 2023-06-07 2024-06-13
165 SHS BRISTOL MYERS SQUIBB CO P 2022-08-15 2024-01-16
5 SHS BRISTOL MYERS SQUIBB CO P 2023-02-02 2024-01-16
18.402 SHS BROADCOM INC D 2023-06-07 2024-06-13
0.382 SHS BROADCOM INC D 2023-06-07 2024-07-15
82.598 SHS BROADCOM INC P 2023-06-07 2024-07-16
89 SHS BROADCOM INC D 2023-06-07 2024-10-22
169 SHS BROADCOM INC D 2023-06-07 2024-12-23
394 SHS BROADCOM INC D 2023-06-07 2024-12-24
48 SHS BROADCOM INC P 2023-09-22 2024-12-24
80 SHS BROADCOM INC P 2023-10-02 2024-12-24
147 SHS CHEVRON CORP P 2023-06-07 2024-06-13
100 SHS CHIPOTLE MEXICAN GRILL INC COM D 2022-05-23 2024-12-24
55 SHS CHUBB LTD P 2022-01-26 2024-06-13
7 SHS CHUBB LTD P 2023-06-07 2024-06-13
393 SHS CISCO SYS INC P 2023-06-07 2024-06-13
19 SHS CME GROUP INC P 2022-01-26 2024-06-13
54 SHS CME GROUP INC P 2022-01-26 2024-09-25
51 SHS CMS ENERGY CP P 2023-06-07 2024-06-13
207 SHS COCA COLA CO P 2023-06-07 2024-06-13
419 SHS COMCAST CORP (NEW) CLASS A P 2023-06-07 2024-06-13
5 SHS CUMMINS INC P 2022-02-11 2024-06-13
20 SHS CUMMINS INC P 2023-06-07 2024-06-13
26.438 SHS CUMMINS INC P 2022-02-11 2024-12-17
9.779 SHS CUMMINS INC P 2022-02-11 2024-12-18
51 SHS DOVER CORP D 2020-04-17 2024-12-24
36 SHS DTE ENERGY COMPANY P 2022-01-26 2024-06-13
1.404 SHS EATON CORP PLC SHS D 2021-07-28 2024-12-24
3.596 SHS EATON CORP PLC SHS D 2021-07-28 2024-12-24
19 SHS EATON CORP PLC SHS D 2021-08-10 2024-12-24
27 SHS EATON CORP PLC SHS D 2021-09-27 2024-12-24
6.404 SHS EATON CORP PLC SHS D 2022-02-25 2024-12-24
8 SHS EATON CORP PLC SHS D 2022-02-25 2024-12-24
46 SHS EATON CORP PLC SHS D 2022-02-25 2024-12-24
55 SHS EATON CORP PLC SHS D 2022-02-25 2024-12-24
87.596 SHS EATON CORP PLC SHS D 2022-02-25 2024-12-24
23 SHS EATON CORP PLC SHS D 2022-07-28 2024-12-24
23 SHS ELEVANCE HEALTH INC P 2023-06-07 2024-06-13
8 SHS ELEVANCE HEALTH INC P 2023-06-07 2024-11-05
41.93 SHS ELEVANCE HEALTH INC P 2023-06-07 2024-11-19
27 SHS ELEVANCE HEALTH INC P 2022-01-26 2024-12-04
40.07 SHS ELEVANCE HEALTH INC P 2023-06-07 2024-12-04
5 SHS ELI LILLY & CO D 2022-11-29 2024-12-24
16 SHS ELI LILLY & CO D 2022-11-29 2024-12-24
24 SHS ELI LILLY & CO (CONT.) D 2022-12-02 2024-12-24
17 SHS ELI LILLY & CO (CONT.) D 2022-12-08 2024-12-24
1 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
1 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
2 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
3 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
3 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
3 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
4.427 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
7 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
8 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
14.573 SHS ELI LILLY & CO (CONT.) D 2023-03-01 2024-12-24
10 SHS ELI LILLY & CO (CONT.) D 2023-03-06 2024-12-24
51 SHS ELI LILLY & CO (CONT.) D 2023-05-01 2024-12-24
26 SHS ELI LILLY & CO (CONT.) D 2023-05-03 2024-12-24
15 SHS ELI LILLY & CO (CONT.) D 2023-05-09 2024-12-24
59 SHS ENTERGY CORP NEW P 2023-06-07 2024-06-13
100 SHS EOG RESOURCES INC P 2023-06-07 2024-06-13
60 SHS EOG RESOURCES INC P 2023-06-07 2024-12-23
127 SHS EXXON MOBIL CORP P 2023-06-07 2024-06-13
155 SHS HITACHI 10 COM NEW ADR D 2023-06-05 2024-12-24
36 SHS HOME DEPOT INC P 2022-01-26 2024-06-13
75 SHS HONEYWELL INTL INC P 2022-01-26 2024-06-13
1 SHS ILL TOOL WORKS INC P 2023-06-27 2024-06-13
61 SHS INTL BUSINESS MACHINES CORP P 2023-06-07 2024-06-13
63 SHS INTL BUSINESS MACHINES CORP P 2023-06-07 2024-10-09
45 SHS ISHARES RUSSELL 1000 ETF P 2020-02-10 2024-02-13
2 SHS ISHARES RUSSELL 1000 ETF D 2020-12-21 2024-02-13
672 SHS ISHARES RUSSELL 1000 ETF P 2023-01-30 2024-02-13
6956 SHS ISHARES RUSSELL 1000 VALUE ETF P 2018-08-28 2024-06-13
36 SHS ISHARES RUSSELL 1000 VALUE ETF D 2019-03-20 2024-06-13
193 SHS ISHARES RUSSELL 1000 VALUE ETF P 2019-03-25 2024-06-13
770 SHS ISHARES RUSSELL 1000 VALUE ETF P 2020-03-12 2024-06-13
15 SHS ISHARES RUSSELL 1000 VALUE ETF D 2020-04-20 2024-06-13
153 SHS ISHARES RUSSELL 1000 VALUE ETF P 2020-04-20 2024-06-13
111 SHS ISHARES RUSSELL 1000 VALUE ETF P 2020-05-20 2024-06-13
47 SHS ISHARES RUSSELL 1000 VALUE ETF P 2023-01-30 2024-06-13
333 SHS ISHARES RUSSELL 1000 VALUE ETF P 2023-06-07 2024-06-13
34 SHS JOHNSON & JOHNSON P 2023-06-07 2024-06-13
140 SHS JPMORGAN CHASE & CO P 2023-06-07 2024-06-13
14 SHS JPMORGAN CHASE & CO P 2023-06-07 2024-09-25
57 SHS JPMORGAN CHASE & CO P 2023-07-18 2024-09-25
25 SHS KLA CORPORATION P 2023-06-07 2024-06-13
34.58 SHS KLA CORPORATION P 2023-06-07 2024-06-26
20.042 SHS KLA CORPORATION P 2023-06-07 2024-11-19
16.403 SHS LAM RESEARCH CORPORATION P 2023-06-07 2024-06-13
44.168 SHS LAM RESEARCH CORPORATION P 2023-06-07 2024-07-30
0.29 SHS LAM RESEARCH CORPORATION NEW P 2023-06-07 2024-10-03
28 SHS LINDE PLC P 2023-06-07 2024-06-13
18 SHS LOCKHEED MARTIN CORP P 2023-06-07 2024-06-13
77 SHS MARSH & MCLENNAN COS INC P 2023-06-07 2024-06-13
20 SHS MARVELL TECHNOLOGY INC D 2023-01-12 2024-12-24
55 SHS MC DONALDS CORP P 2023-05-04 2024-06-13
110 SHS MEDTRONIC PLC SHS P 2022-01-26 2024-06-13
97 SHS MEDTRONIC PLC SHS P 2023-06-07 2024-10-09
33 SHS MEDTRONIC PLC SHS P 2023-07-18 2024-10-09
53 SHS MERCK & CO INC NEW COM P 2023-05-04 2024-06-13
5 SHS MERCK & CO INC NEW COM P 2023-06-07 2024-06-13
154 SHS MERCK & CO INC NEW COM P 2023-06-07 2024-11-05
143 SHS MERCK & CO INC NEW COM P 2023-06-07 2024-12-04
149 SHS META PLATFORMS INC CL A D 2022-11-25 2024-12-24
138 SHS META PLATFORMS INC CL A D 2023-01-30 2024-12-24
87 SHS META PLATFORMS INC CL A D 2023-02-01 2024-12-24
159 SHS META PLATFORMS INC CL A D 2023-02-03 2024-12-24
51 SHS META PLATFORMS INC CL A D 2023-03-27 2024-12-24
11 SHS META PLATFORMS INC CLA(CONT.) D 2023-05-10 2024-12-24
19 SHS META PLATFORMS INC CLA(CONT.) D 2023-06-05 2024-12-24
2 SHS META PLATFORMS INC CLA(CONT.) D 2023-06-06 2024-12-24
13 SHS META PLATFORMS INC CLA(CONT.) D 2023-06-12 2024-12-24
15 SHS META PLATFORMS INC CLA(CONT.) D 2023-06-12 2024-12-24
109 SHS MICROCHIP TECHNOLOGY INC P 2023-06-07 2024-06-13
480.644 SHS MICROCHIP TECHNOLOGY INC P 2023-06-07 2024-09-25
141.356 SHS MICROCHIP TECHNOLOGY INC P 2023-06-07 2024-09-26
84 SHS MICROSOFT CORP P 2023-06-07 2024-06-13
77 SHS MONDELEZ INTL INC COM P 2023-06-07 2024-06-13
29.78 SHS MONOLITHIC PWR SYSTEMS INC D 2022-11-25 2024-12-24
119 SHS MORGAN STANLEY P 2023-06-07 2024-06-13
107 SHS NETFLIX INC D 2022-11-25 2024-12-24
43 SHS NETFLIX INC D 2023-01-10 2024-12-24
16 SHS NETFLIX INC D 2023-01-11 2024-12-24
34 SHS NETFLIX INC D 2023-01-20 2024-12-24
54 SHS NETFLIX INC D 2023-03-01 2024-12-24
39 SHS NETFLIX INC D 2023-03-06 2024-12-24
63 SHS NEXTERAENERGY INC P 2022-01-26 2024-06-13
222 SHS NIKE INC B P 2023-06-07 2024-07-16
22 SHS NORTHROP GRUMMAN CP(HLDG CO) P 2023-06-07 2024-06-13
591.177 SHS NVIDIA CORPORATION D 2022-11-25 2024-12-24
1856 SHS NVIDIA CORPORATION D 2022-11-25 2024-12-24
2840 SHS NVIDIA CORPORATION D 2022-11-25 2024-12-24
40 SHS NVIDIA CORPORATION D 2023-02-01 2024-12-24
1147 SHS NVIDIA CORPORATION D 2023-02-24 2024-12-24
589 SHS ORACLE CORP D 2022-11-25 2024-12-24
1 SHS ORACLE CORP D 2022-12-13 2024-12-24
29 SHS PARKER HANNIFIN CORP P 2023-06-07 2024-06-13
3 SHS PEPSICO INC NC P 2022-01-26 2024-06-13
11 SHS PHILIP MORRIS INTL INC P 2020-05-20 2024-04-09
174 SHS PHILIP MORRIS INTL INC P 2022-01-26 2024-04-09
84 SHS PHILIP MORRIS INTL INC P 2022-05-13 2024-04-09
38 SHS PNC FINL SVCS GP P 2023-06-07 2024-06-13
50 SHS PPG INDUSTRIES INC P 2023-06-07 2024-06-13
135 SHS PROCTER & GAMBLE P 2022-01-26 2024-06-13
210 SHS PROGRESSIVE CORP OHIO D 2021-07-12 2024-12-24
18 SHS PROGRESSIVE CORP OHIO D 2022-06-17 2024-12-24
15.04 SHS PUBLIC STORAGE P 2023-06-26 2024-06-13
5.002 SHS RTX CORPORATION D 2020-05-19 2024-12-24
12.497 SHS RTX CORPORATION D 2020-05-19 2024-12-24
15.501 SHS RTX CORPORATION D 2020-05-19 2024-12-24
40 SHS RTX CORPORATION D 2020-05-19 2024-12-24
56 SHS RTX CORPORATION D 2020-09-10 2024-12-24
35.182 SHS SERVICENOW INC D 2022-11-25 2024-12-24
108 SHS SOUTHERN CO P 2022-01-26 2024-06-13
8 SHS SPOTIFY TECHNOLOGY SA D 2023-08-07 2024-12-24
88.241 SHS SPOTIFY TECHNOLOGY SA D 2023-10-16 2024-12-24
5.759 SHS SPOTIFY TECHNOLOGY SA D 2023-10-17 2024-12-24
35 SHS TAIWAN SMCNDCTR MFG CO LTD ADR D 2023-08-10 2024-12-24
39 SHS TEXAS INSTRUMENTS P 2020-09-30 2024-06-13
69 SHS TRADE DESK INC CLASS A D 2023-01-11 2024-12-24
99 SHS TRADE DESK INC CLASS A D 2023-01-17 2024-12-24
67 SHS TRADE DESK INC CLASS A D 2023-03-09 2024-12-24
30 SHS TRANE TECHNOLOGIES PLC D 2023-06-07 2024-06-13
84 SHS TRANE TECHNOLOGIES PLC D 2022-11-25 2024-12-24
1 SHS TRANE TECHNOLOGIES PLC D 2022-12-02 2024-12-24
476 SHS UBER TECHNOLOGIES INC D 2022-11-25 2024-12-24
410 SHS UBER TECHNOLOGIES INC D 2023-03-06 2024-12-24
101 SHS UNION PACIFIC CORP P 2023-06-07 2024-12-17
11 SHS UNION PACIFIC CORP P 2023-12-07 2024-12-17
66 SHS UNITED PARCEL SER INC CLB P 2023-06-07 2024-06-13
224 SHS UNITED PARCEL SER INC CLB P 2023-06-07 2024-08-28
3 SHS UNITEDHEALTH GP INC P 2023-06-07 2024-06-13
64 SHS VALERO ENERGY CP DELA NEW P 2023-06-07 2024-06-13
23 SHS VISA INC CL A P 2023-06-07 2024-06-13
42 SHS VISA INC CL A P 2023-06-07 2024-09-25
38 SHS VISA INC CL A P 2022-01-26 2024-10-22
34 SHS VISA INC CL A P 2023-06-07 2024-10-22
63 SHS WALMART INC P 2023-05-04 2024-06-13
278 SHS WALMART INC P 2023-06-07 2024-06-13
44 SHS WASTE MGMT INC (DELA) P 2022-01-26 2024-06-13
67 SHS WEC ENERGY GROUP INC COM P 2022-01-26 2024-06-13
3 SHS ALCON INC D 2018-07-02 2024-12-27
90 SHS AMAZON COM INC D 2023-01-09 2024-12-27
171 SHS ARCHROCK INC D 2023-06-02 2024-12-27
0.058 SHS ASML HOLDING NV NY REG NEW P 2020-03-30 2024-01-18
0.231 SHS AUTOZONE INC P 2021-06-25 2024-01-18
309 SHS BLACKSTONE INC D 2023-01-09 2024-12-27
1 SHS CABOT CORP D 2016-08-10 2024-12-27
0.018 SHS CHIPOTLE MEXICAN GRILL INC COM P 2019-11-22 2024-01-18
36 SHS CIRRUS LOGIC INC D 2019-07-22 2024-12-27
81 SHS CULLEN FROST BANKERS INC D 2020-04-17 2024-12-27
0.296 SHS ELI LILLY & CO P 2021-02-17 2024-01-18
0.604 SHS INTUITIVE SURGICAL INC P 2020-04-24 2024-01-18
4 SHS INTUITIVE SURGICAL INC D 2022-07-22 2024-12-27
51 SHS LENNAR CORPORATION D 2022-04-21 2024-12-27
291 SHS META PLATFORMS INC CL A D 2023-01-09 2024-12-27
8 SHS MOOG INC CL A D 2022-04-21 2024-12-27
77 SHS NETFLIX INC D 2023-01-09 2024-12-27
1708 SHS NVIDIA CORPORATION D 2023-12-21 2024-12-27
238 SHS R P M INC D 2020-03-13 2024-12-27
433 SHS SHOPIFY INC D 2023-01-09 2024-12-27
351 SHS TESLA INC D 2023-01-09 2024-12-27
54 SHS TESLA INC D 2023-01-10 2024-12-27
41 SHS TESLA INC D 2023-01-12 2024-12-27
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 33   37 -4
b 107   121 -14
c 236   267 -31
d 257   295 -38
e 263   299 -36
271   309 -38
272   306 -34
272   308 -36
272   311 -39
282   315 -33
293   321 -28
294   331 -37
294   336 -42
296   339 -43
296   330 -34
296   332 -36
297   339 -42
299   336 -37
300   343 -43
303   345 -42
304   347 -43
304   346 -42
306   352 -46
313   333 -20
314   355 -41
318   335 -17
320   367 -47
348   350 -2
371   363 8
455   552 -97
456   490 -34
456   480 -24
489   527 -38
531   555 -24
708   791 -83
1,145   1,312 -167
1,186   1,358 -172
1,199   1,379 -180
1,220   1,376 -156
1,221   1,298 -77
1,237   1,413 -176
1,237   1,418 -181
1,263   1,411 -148
1,275   1,418 -143
1,295   1,572 -277
1,317   1,448 -131
1,334   1,461 -127
1,388   1,355 33
1,399   1,354 45
1,428   1,474 -46
1,430   1,784 -354
1,481   1,519 -38
1,553   1,550 3
1,611   1,568 43
1,648   1,556 92
1,665   1,578 87
1,717   1,652 65
1,725   1,595 130
5,009   4,973 36
8,357   9,623 -1,266
16,019   16,764 -745
208,821   222,758 -13,937
1,022   469 553
4,768   2,126 2,642
4,985   2,298 2,687
12,191   5,530 6,661
29,258   13,273 15,985
291,267   139,453 151,814
480,000   457,262 22,738
1,433   1,404 29
1,486   1,435 51
1,504   1,474 30
1,508   1,467 41
1,560   1,526 34
1,578   1,519 59
1,597   1,565 32
1,653   1,561 92
2,041   2,059 -18
3,980   4,004 -24
4,084   4,096 -12
4,297   4,320 -23
5,082   4,991 91
495,536   499,108 -3,572
525,000   555,161 -30,161
421,736   400,108 21,628
302,059   300,000 2,059
3,854   3,434 420
4,694   4,369 325
750,422   700,120 50,302
273,229   139,310 133,919
87,876   35,535 52,341
16,746   9,150 7,596
96,446   41,878 54,568
121,140   51,750 69,390
346,658   134,118 212,540
157,689   93,824 63,865
145,874   66,070 79,804
193,682   70,666 123,016
149,605   39,218 110,387
80,821   15,068 65,753
98,353   40,638 57,715
10,648   5,056 5,592
12,408,092   11,454,850 953,242
139,060   75,522 63,538
132,793   59,985 72,808
217,455   108,714 108,741
20,345   6,778 13,567
56,863   24,321 32,542
237,747   83,029 154,718
188,568   108,076 80,492
143,142   79,784 63,358
407,742   371,321 36,421
77,888   71,754 6,134
46,756   43,462 3,294
93,913   88,703 5,210
35,855   35,963 -108
21,338   20,347 991
448   439 9
37   37 0
2,466   2,417 49
1,233   1,209 24
4,596   4,509 87
121,439   119,104 2,335
411   403 8
9,000   8,871 129
33,586   30,576 3,010
10,014   9,714 300
67   65 2
1,143   1,108 35
604   587 17
41,891   40,682 1,209
67   65 2
22,260   20,683 1,577
6,897   6,700 197
150   146 4
100   97 3
50   49 1
50   49 1
17,314   16,799 515
33,445   32,530 915
128,857   136,261 -7,404
4,176   4,410 -234
50,746   53,598 -2,852
11,630   11,602 28
82,758   81,817 941
33,483   33,113 370
9,643   9,441 202
29,242   28,655 587
48,620   46,259 2,361
8,131   7,923 208
119,846   118,118 1,728
41,439   41,024 415
78,994   79,917 -923
34,862   33,840 1,022
35,168   34,797 371
63,625   62,241 1,384
152,372   136,961 15,411
32,965   30,122 2,843
32,308   30,396 1,912
10,969   10,496 473
254,288   244,245 10,043
13,981   13,156 825
4,543   4,391 152
45,531   46,002 -471
19,330   18,818 512
32,861   32,512 349
8,771   9,640 -869
8,162   8,495 -333
10,495   12,249 -1,754
10,363   10,327 36
8,981   9,130 -149
8,238   7,954 284
10,370   10,722 -352
1,203   1,156 47
6,712   9,377 -2,665
26,098   33,969 -7,871
7,249   4,794 2,455
10,282   13,103 -2,821
10,282   13,180 -2,898
2,161   2,371 -210
7,073   7,711 -638
14,537   13,997 540
5,847   5,856 -9
14,268   10,685 3,583
17,907   10,685 7,222
69,397   41,052 28,345
3,104   3,104 0
11,276   12,579 -1,303
18,078   23,424 -5,346
8,595   8,673 -78
7,250   7,757 -507
5,199   5,199 0
8,270   8,579 -309
5,961   6,643 -682
1,669   1,770 -101
3,538   3,371 167
2,696   2,924 -228
55,954   53,725 2,229
15,534   16,700 -1,166
12,533   11,383 1,150
5,959   4,643 1,316
9,171   6,742 2,429
326   345 -19
14,291   13,137 1,154
4,632   4,346 286
4,804   4,786 18
8,463   6,496 1,967
9,309   7,248 2,061
13,200   10,394 2,806
4,963   5,474 -511
4,506   4,990 -484
1,033   1,156 -123
4,981   7,173 -2,192
5,160   5,067 93
9,564   7,142 2,422
13,246   8,571 4,675
5,536   5,716 -180
32,475   32,868 -393
3,022   3,082 -60
1,964   1,909 55
3,680   4,194 -514
4,300   3,952 348
8,830   8,137 693
2,840   1,949 891
15,299   15,979 -680
14,290   16,593 -2,303
15,248   18,963 -3,715
15,260   17,615 -2,355
11,205   11,205 0
8,374   8,536 -162
8,295   9,925 -1,630
16,334   14,332 2,002
13,326   10,939 2,387
98,774   40,664 58,110
2,744   1,072 1,672
20,578   8,451 12,127
4,045   4,837 -792
7,182   7,305 -123
6,039   2,053 3,986
14,494   5,764 8,730
23,553   10,122 13,431
22,887   9,663 13,224
11,086   4,999 6,087
15,428   11,958 3,470
4,976   4,647 329
7,676   5,795 1,881
11,614   8,747 2,867
10,848   11,807 -959
20,050   21,102 -1,052
13,226   14,068 -842
200   142 58
3,665   2,573 1,092
3,458   2,379 1,079
8,265   12,449 -4,184
250   363 -113
31,046   14,702 16,344
61   31 30
13,827   6,599 7,228
15,977   7,111 8,866
39,230   13,502 25,728
93,965   31,479 62,486
11,441   3,980 7,461
19,069   6,621 12,448
22,397   23,377 -980
6,223   2,572 3,651
14,392   10,703 3,689
1,832   1,349 483
17,840   19,554 -1,714
3,733   4,175 -442
11,734   11,867 -133
3,056   3,026 30
12,970   12,477 493
15,806   16,804 -998
1,347   1,115 232
5,386   4,546 840
9,559   5,895 3,664
3,507   2,180 1,327
9,663   4,491 5,172
4,032   4,254 -222
477   218 259
1,221   559 662
6,450   3,166 3,284
9,166   4,214 4,952
2,174   984 1,190
2,716   1,229 1,487
15,615   7,066 8,549
18,671   8,449 10,222
29,736   13,456 16,280
7,808   3,360 4,448
12,105   10,685 1,420
3,341   3,717 -376
16,509   19,480 -2,971
10,806   11,665 -859
16,038   18,615 -2,577
3,974   1,814 2,160
12,716   5,817 6,899
19,074   8,938 10,136
13,511   6,255 7,256
795   315 480
795   315 480
1,590   629 961
2,384   944 1,440
2,384   944 1,440
2,384   944 1,440
3,518   1,393 2,125
5,563   2,203 3,360
6,358   2,518 3,840
11,582   4,586 6,996
7,948   3,185 4,763
40,533   20,733 19,800
20,664   11,158 9,506
11,922   6,445 5,477
6,282   5,942 340
11,815   11,621 194
7,169   6,973 196
13,995   13,802 193
7,649   3,799 3,850
12,405   12,986 -581
15,590   15,248 342
238   251 -13
10,278   8,160 2,118
14,582   8,428 6,154
12,200   8,343 3,857
542   415 127
182,192   149,372 32,820
1,205,004   888,038 316,966
6,236   4,543 1,693
33,434   23,455 9,979
133,389   76,158 57,231
2,598   1,969 629
26,505   16,332 10,173
19,229   12,197 7,032
8,142   7,444 698
57,686   51,071 6,615
4,936   5,374 -438
26,995   19,654 7,341
2,938   1,965 973
11,963   8,782 3,181
20,597   11,608 8,989
27,881   16,056 11,825
12,296   9,306 2,990
16,919   10,053 6,866
37,828   27,070 10,758
23   18 5
12,167   10,173 1,994
8,225   8,264 -39
16,079   13,499 2,580
2,298   783 1,515
13,843   14,597 -754
8,961   11,524 -2,563
8,536   8,018 518
2,904   2,849 55
6,824   6,254 570
644   538 106
15,640   16,567 -927
14,506   14,506 0
90,250   16,628 73,622
83,587   20,820 62,767
52,696   12,957 39,739
96,307   29,242 67,065
30,891   10,455 20,436
6,663   2,598 4,065
11,508   5,166 6,342
1,211   550 661
7,874   3,507 4,367
9,086   4,009 5,077
10,145   8,773 1,372
36,597   38,687 -2,090
11,142   11,378 -236
37,085   27,285 9,800
5,095   5,624 -529
18,449   11,065 7,384
11,293   10,278 1,015
99,437   30,693 68,744
39,961   14,138 25,823
14,869   5,234 9,635
31,597   11,553 20,044
50,183   17,531 32,652
36,243   12,430 23,813
4,627   4,770 -143
16,026   23,955 -7,929
9,293   9,857 -564
83,460   9,714 73,746
262,023   30,497 231,526
400,940   46,666 354,274
5,647   800 4,847
161,929   26,781 135,148
100,749   48,964 51,785
171   81 90
15,177   10,356 4,821
489   513 -24
998   766 232
15,784   17,736 -1,952
7,620   8,718 -1,098
5,742   4,802 940
6,448   7,064 -616
22,418   21,408 1,010
50,743   20,938 29,805
4,349   1,970 2,379
4,206   5,309 -1,103
582   294 288
1,453   735 718
1,803   912 891
4,652   2,354 2,298
6,512   3,368 3,144
38,841   14,218 24,623
8,445   7,267 1,178
3,687   1,133 2,554
40,673   13,733 26,940
2,654   909 1,745
7,202   3,321 3,881
7,666   5,580 2,086
8,475   3,237 5,238
12,159   4,607 7,552
8,229   3,746 4,483
9,893   5,314 4,579
31,717   15,026 16,691
378   179 199
29,284   13,504 15,780
25,224   14,208 11,016
23,232   20,096 3,136
2,530   2,530 0
8,869   11,175 -2,306
28,486   37,927 -9,441
1,462   1,456 6
9,602   7,199 2,403
6,213   5,149 1,064
11,298   9,402 1,896
10,847   7,905 2,942
9,705   7,611 2,094
4,189   3,164 1,025
18,485   13,877 4,608
8,776   6,581 2,195
5,258   6,342 -1,084
256   135 121
20,117   8,048 12,069
4,189   1,605 2,584
42   15 27
614   341 273
53,807   24,001 29,806
92   49 43
42   14 28
3,672   1,666 2,006
10,949   4,963 5,986
184   61 123
223   103 120
2,136   845 1,291
7,025   4,045 2,980
173,738   38,228 135,510
1,563   707 856
69,735   24,275 45,460
233,454   83,107 150,347
29,651   14,788 14,863
47,021   16,397 30,624
151,711   42,745 108,966
23,340   6,335 17,005
17,721   5,050 12,671
26,681     26,681
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       -4
b       -14
c       -31
d       -38
e       -36
      -38
      -34
      -36
      -39
      -33
      -28
      -37
      -42
      -43
      -34
      -36
      -42
      -37
      -43
      -42
      -43
      -42
      -46
      -20
      -41
      -17
      -47
      -2
      8
      -97
      -34
      -24
      -38
      -24
      -83
      -167
      -172
      -180
      -156
      -77
      -176
      -181
      -148
      -143
      -277
      -131
      -127
      33
      45
      -46
      -354
      -38
      3
      43
      92
      87
      65
      130
      36
      -1,266
      -745
      -13,937
      553
      2,642
      2,687
      6,661
      15,985
      151,814
      22,738
      29
      51
      30
      41
      34
      59
      32
      92
      -18
      -24
      -12
      -23
      91
      -3,572
      -30,161
      21,628
      2,059
      420
      325
      50,302
      133,919
      52,341
      7,596
      54,568
      69,390
      212,540
      63,865
      79,804
      123,016
      110,387
      65,753
      57,715
      5,592
      953,242
      63,538
      72,808
      108,741
      13,567
      32,542
      154,718
      80,492
      63,358
      36,421
      6,134
      3,294
      5,210
      -108
      991
      9
      0
      49
      24
      87
      2,335
      8
      129
      3,010
      300
      2
      35
      17
      1,209
      2
      1,577
      197
      4
      3
      1
      1
      515
      915
      -7,404
      -234
      -2,852
      28
      941
      370
      202
      587
      2,361
      208
      1,728
      415
      -923
      1,022
      371
      1,384
      15,411
      2,843
      1,912
      473
      10,043
      825
      152
      -471
      512
      349
      -869
      -333
      -1,754
      36
      -149
      284
      -352
      47
      -2,665
      -7,871
      2,455
      -2,821
      -2,898
      -210
      -638
      540
      -9
      3,583
      7,222
      28,345
      0
      -1,303
      -5,346
      -78
      -507
      0
      -309
      -682
      -101
      167
      -228
      2,229
      -1,166
      1,150
      1,316
      2,429
      -19
      1,154
      286
      18
      1,967
      2,061
      2,806
      -511
      -484
      -123
      -2,192
      93
      2,422
      4,675
      -180
      -393
      -60
      55
      -514
      348
      693
      891
      -680
      -2,303
      -3,715
      -2,355
      0
      -162
      -1,630
      2,002
      2,387
      58,110
      1,672
      12,127
      -792
      -123
      3,986
      8,730
      13,431
      13,224
      6,087
      3,470
      329
      1,881
      2,867
      -959
      -1,052
      -842
      58
      1,092
      1,079
      -4,184
      -113
      16,344
      30
      7,228
      8,866
      25,728
      62,486
      7,461
      12,448
      -980
      3,651
      3,689
      483
      -1,714
      -442
      -133
      30
      493
      -998
      232
      840
      3,664
      1,327
      5,172
      -222
      259
      662
      3,284
      4,952
      1,190
      1,487
      8,549
      10,222
      16,280
      4,448
      1,420
      -376
      -2,971
      -859
      -2,577
      2,160
      6,899
      10,136
      7,256
      480
      480
      961
      1,440
      1,440
      1,440
      2,125
      3,360
      3,840
      6,996
      4,763
      19,800
      9,506
      5,477
      340
      194
      196
      193
      3,850
      -581
      342
      -13
      2,118
      6,154
      3,857
      127
      32,820
      316,966
      1,693
      9,979
      57,231
      629
      10,173
      7,032
      698
      6,615
      -438
      7,341
      973
      3,181
      8,989
      11,825
      2,990
      6,866
      10,758
      5
      1,994
      -39
      2,580
      1,515
      -754
      -2,563
      518
      55
      570
      106
      -927
      0
      73,622
      62,767
      39,739
      67,065
      20,436
      4,065
      6,342
      661
      4,367
      5,077
      1,372
      -2,090
      -236
      9,800
      -529
      7,384
      1,015
      68,744
      25,823
      9,635
      20,044
      32,652
      23,813
      -143
      -7,929
      -564
      73,746
      231,526
      354,274
      4,847
      135,148
      51,785
      90
      4,821
      -24
      232
      -1,952
      -1,098
      940
      -616
      1,010
      29,805
      2,379
      -1,103
      288
      718
      891
      2,298
      3,144
      24,623
      1,178
      2,554
      26,940
      1,745
      3,881
      2,086
      5,238
      7,552
      4,483
      4,579
      16,691
      199
      15,780
      11,016
      3,136
      0
      -2,306
      -9,441
      6
      2,403
      1,064
      1,896
      2,942
      2,094
      1,025
      4,608
      2,195
      -1,084
      121
      12,069
      2,584
      27
      273
      29,806
      43
      28
      2,006
      5,986
      123
      120
      1,291
      2,980
      135,510
      856
      45,460
      150,347
      14,863
      30,624
      108,966
      17,005
      12,671
      26,681
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 5,953,658
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 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 102,644
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........................... 3 102,644
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- ..... 5 102,644
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 130,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 130,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5,753
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 21,603
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow21,603 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (631) 246-9139

Located atright arrowKWM CPAS LLP 100 JERICHO QUADRANGLEJERICHONY ZIP+4right arrow11753
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(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
PAMELA HURST-DELLA PIETRA CO-PRESIDENT/ TREASURER
1.00 		0 0 0
100 JERICHO QUADRANGLE STE 220
JERICHO,NY11753
STEPHEN DELLA PIETRA CO-PRESIDENT/ SECRETARY
1.00 		0 0 0
100 JERICHO QUADRANGLE STE 220
JERICHO,NY11753
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
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
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
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  
Part VIII-B
Summary of Program-Related Investments (see instructions)
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  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
50,484,464
b
Average of monthly cash balances.......................
1b
7,979,292
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
58,463,756
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
58,463,756
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
876,956
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
57,586,800
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,879,340
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
2,879,340
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
102,644
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
102,644
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,776,696
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,776,696
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
2,776,696
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,059,000
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,059,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 2,776,696
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 775,779
b From 2020...... 758,445
c From 2021...... 769,449
d From 2022...... 1,494,084
e From 2023...... 1,030,074
f Total of lines 3a through e ........ 4,827,831
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,059,000
a Applied to 2023, 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 2024 distributable amount..... 2,776,696
e Remaining amount distributed out of corpus 1,282,304
5 Excess distributions carryover applied to 2024. 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 6,110,135
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		775,779
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		5,334,356
10 Analysis of line 9:
a Excess from 2020.... 758,445
b Excess from 2021.... 769,449
c Excess from 2022.... 1,494,084
d Excess from 2023.... 1,030,074
e Excess from 2024.... 1,282,304
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
PAMELA HURST-DELLA PIETRA
STEPHEN DELLA PIETRA
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
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)
aPaid during the year

BERKLEE COLLEGE OF MUSIC INC

1140 BOYLSTON STREET BOSTON
BOSTON,MA02215 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 295,000

CHILDREN AND SCREENS THE INSTITUTE OF DIGITAL MEDIA AND CHILD DEVELOPMENT

125 JERICHO TPKE STE 300
JERICHO,NY11753 		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 750,000

COLD SPRING HARBOR LABORATORY

1 BUNGTOWN ROAD
COLD SPRING HARBOR,NY11724 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 1,150,000

FRIENDS OF SCIENCE EAST DBA TESLA SCIENCE CENTER AT WARDENCLYFFE

5 RANDALL RD
SHOREHAM,NY11786 		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 25,000

HARVARD UNIVERSITY

1033 MASSACHUSETTS AVE STE 3
CAMBRIDGE,MA02138 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 260,000

MEMORIAL SLOAN KETTERING CANCER

1275 YORK AVE
NEW YORK,NY10065 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 200,000

PIVOT

2 ATLANTIC AVE
BOSTON,MA02110 		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 150,000

PLANNED PARENTHOOD

70 MAPLE AVE
SMITHTOWN,NY11787 		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 500

PRINCETON UNIVERSITY

PO BOX 291
PRINCETON,NJ08542 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 110,000

SEREOLIPI NOMADIC EDUCATION FOUNDATION

104 WOOSTER STREET PHN
NEW YORK,NY10012 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 500

SIMONS LAUFER MATHEMATICAL SCIENCES

17 GAUSS WAY
BERKELEY,CA94720 		NONE PUBLIC CHARITY CHARITABLE CONTRIBUTION 115,000

STONY BROOK FOUNDATION INC

230 ADMINISTRATION - STONY BROOK
UNIVERSITY
STONY BROOK,NY11790 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 1,000,000

THE PUBLIC THEATER

425 LAFAYETE STREET
NEW YORK,NY10003 		NONE NOT-FOR-PROFIT CHARITABLE CONTRIBUTION 3,000
Total .................................right arrow 3a 4,059,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 1,708,332  
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 2,148,181  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 3,856,513 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,856,513
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC
Employer identification number

46-4352404
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 111,376


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 7,285,177


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 317,780


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 256


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 20,255


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 4,195


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 53,207


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 92


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 3,694


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 10,878


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 2,109


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 7,038


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 174,556


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 1,549


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 70,182


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 238,556


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 29,843


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 47,305


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
19
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 292


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 192,048


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 117,481


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 33,720


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 155,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 122,627


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
25
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 7,637


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 296,926


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 169,530


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 562,451


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
29
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 99,793


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
30
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 42,891


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
31
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 3,650


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
32
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 28,592


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
33
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 47,941


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
34
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 25,367


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
35
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 50,612


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
36
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 2,701


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
37
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 43,625


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
38
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 17,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
39
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 6,158


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
40
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 9,629


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
41
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 93,546


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
42
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 45,388


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
43
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 17,332


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
44
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 2,275


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
45
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 89,378


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
46
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 18,383


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
47
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 97,525


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
48
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 341,797


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
49
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 29,226


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
50
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 4,338


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
51
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 15,045


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
52
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 38,287


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
53
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 7,258


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
54
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 4,018


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
55
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 29,450


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
56
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 9,487


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
57
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 1,220,772


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
58
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 262,105


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
59
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 3,010,114


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
60
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 323,747


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
61
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 816,166


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
62
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 272,251


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
63
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 4,833,640


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
64
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 202,565


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
65
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 110,979


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
66
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 320,243


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number
46-4352404
Part I
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
67
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 202,597


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
68
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 1,651,388


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
69
STEPHEN DELLAPIETRA AND PAMELA HURS
100 JERICHO QUADRANGLE ST 220
 
JERICHO, NY11753

$ 1,607,155


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
1
 2743.93 FIDELITY $ 111,376 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 10316.03 ISHARES $ 7,285,177 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 1851 VANGUARD INDEX FUNDS - VANGUAR $ 317,780 2024-12-26
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 3 ALCON INC $ 256 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
5
 90 AMAZON COM INC $ 20,255 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
6
 171 ARCHROCK INC $ 4,195 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
7
 309 BLACKSTONE INC $ 53,207 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
8
 1 CABOT CORP $ 92 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
9
 36 CIRRUS LOGIC INC $ 3,694 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 81 CULLEN FROST BANKERS INC $ 10,878 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
11
 4 INTUITIVE SURGICAL INC $ 2,109 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
12
 51 LENNAR CORPORATION $ 7,038 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
13
 291 META PLATFORMS INC CL A $ 174,556 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
14
 8 MOOG INC CL A $ 1,549 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
15
 77 NETFLIX INC $ 70,182 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
16
 1708 NVIDIA CORPORATION $ 238,556 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
17
 238 R P M INC $ 29,843 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
18
 433 SHOPIFY INC $ 47,305 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
19
 0.622 TELEDYNE TECH INC $ 292 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
20
 446 TESLA INC $ 192,048 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
21
 522 AMAZON COM INC $ 117,481 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 475 AMPHENOL CORP NEW CL A $ 33,720 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 670 BROADCOM INC $ 155,675 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 154 ELI LILLY & CO $ 122,627 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
25
 155 HITACHI 10 COM NEW ADR $ 7,637 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 495 META PLATFORMS INC CL A $ 296,926 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 186 NETFLIX INC $ 169,530 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
28
 4027 NVIDIA CORPORATION $ 562,451 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
29
 590 ORACLE CORP $ 99,793 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
30
 94 SPOTIFY TECHNOLOGY SA $ 42,891 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
31
 8 SPOTIFY TECHNOLOGY SA $ 3,650 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
32
 235 TRADE DESK INC CLASS A $ 28,592 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
33
 127 TRANE TECHNOLOGIES PLC $ 47,941 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
34
 410 UBER TECHNOLOGIES INC $ 25,367 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
35
 210 PROGRESSIVE CORP OHIO $ 50,612 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
36
 12 AMAZON COM INC $ 2,701 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
37
 146 AMERICAN EXPRESS CO $ 43,625 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
38
 17 BLACKROCK INC $ 17,675 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
39
 100 CHIPOTLE MEXICAN GRILL INC COM $ 6,158 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
40
 51 DOVER CORP $ 9,629 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
41
 277 EATON CORP PLC SHS $ 93,546 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
42
 57 ELI LILLY & CO $ 45,388 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
43
 53 ISHARES RUSSELL 1000 ETF $ 17,332 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
44
 20 MARVELL TECHNOLOGY INC $ 2,275 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
45
 149 META PLATFORMS INC CL A $ 89,378 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
46
 29.78 MONOLITHIC PWR SYSTEMS INC $ 18,383 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
47
 107 NETFLIX INC $ 97,525 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
48
 2447.177 NVIDIA CORPORATION $ 341,797 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
49
 45.266 PARKER HANNIFIN CORP $ 29,226 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
50
 18 PROGRESSIVE CORP OHIO $ 4,338 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
51
 129 RTX CORPORATION $ 15,045 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
52
 35.182 SERVICENOW INC $ 38,287 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
53
 35 TAIWAN SMCNDCTR MFG CO LTD ADR $ 7,258 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
54
 33 TJX COS INC NEW $ 4,018 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
55
 476 UBER TECHNOLOGIES INC $ 29,450 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
56
 105 WALMART INC $ 9,487 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
57
 2967 ISHARES RUSSELL 1000 GROWTH $ 1,220,772 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
58
 443 ASM INTERNATIONAL-NY REG SHS $ 262,105 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
59
 28988 ISHARES S&P 500 GROWTH ETF $ 3,010,114 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
60
 449 ASML HOLDING NV-NY REG SHS $ 323,747 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
61
 4246 ISHARES S&P 500 VALUE ETF $ 816,166 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
62
 2034 ENSIGN GROUP INC/THE FROM $ 272,251 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
63
 8128 SPDR S&P 500 ETF TRUST FROM $ 4,833,640 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
64
 1027 FEDERAL AGRIC MTG CORP-CL C $ 202,565 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
65
 258 FERRARI NV F $ 110,979 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
66
 3610 NOVO-NORDISK A/S-SPONS ADR $ 320,243 2024-12-31
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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
67
 1072 STANDEX INTERNATIONAL CORP $ 202,597 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
68
 77602.827 SIX CIRCLE MGD EQ US UNCON $ 1,651,388 2024-12-31
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
69
 77602.827 SIX CIRCLE MGD EQ US UNCON ASSET $ 1,607,155 2024-12-31
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
STEPHEN DELLAPIETRA AND PAMELA HURST-
DELLAPIETRA FAMILY FOUNDATION INC 		Employer identification number

46-4352404
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.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 InvestmentsCorpBondsSchedule
Name:
STEPHEN DELLAPIETRA AND PAMELA HURST-
 
DELLAPIETRA FAMILY FOUNDATION INC
EIN:
46-4352404
Name of Bond End of Year Book Value End of Year Fair Market Value
JPM G10006 FIXED INCOME - CASH 2,956,941 2,995,690
GS 703-4 INVESTMENT GRADE FIXED INCOME 7,338,056 7,177,282
GS 703-4 OTHER FIXED INCOME 1,692,776 1,723,308
MORGAN -2339 FIXED INCOME 3,879,736 3,879,736

TY 2024 InvestmentsCorpStockSchedule
Name:
STEPHEN DELLAPIETRA AND PAMELA HURST-
 
DELLAPIETRA FAMILY FOUNDATION INC
EIN:
46-4352404
Name of Stock End of Year Book Value End of Year Fair Market Value
JPM M1008 EQUITY 16,998,866 14,579,509
JPM G10006 EQUITY 9,274,545 9,797,683
GS 703-4 US EQUITY 9,604,723 18,626,514
GS 703-4 NON-US EQUITY 3,195,033 3,311,514
MORGAN -1032 STOCK 6,892,506 6,892,506
MORGAN -1032 EQUITY 10,935,679 6,941,776
MORGAN -2339 STOCK 285 289

TY 2024 InvestmentsOtherSchedule2
Name:
STEPHEN DELLAPIETRA AND PAMELA HURST-
 
DELLAPIETRA FAMILY FOUNDATION INC
EIN:
46-4352404
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GS 703-4 ASSET ALLOCATION INVESTMENTS AT COST 1,254,735 1,159,136

TY 2024 OtherExpensesSchedule
Name:
STEPHEN DELLAPIETRA AND PAMELA HURST-
 
DELLAPIETRA FAMILY FOUNDATION INC
EIN:
46-4352404
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 197,596 197,596   0
STATE FIILING FEES - DE 285 0   0


TY 2024 SubstantialContributorsSch
Name:
STEPHEN DELLAPIETRA AND PAMELA HURST-
 
DELLAPIETRA FAMILY FOUNDATION INC
EIN:
46-4352404
Name Address
STEPHEN DELLAPIETRA 100 JERICHO QUADRANGLE STE 220
JERICHO,NY11753
PAMELA HURST-DELLAPIETRA 100 JERICHO QUADRANGLE STE 220
JERICHO,NY11753


TY 2024 TaxesSchedule
Name:
STEPHEN DELLAPIETRA AND PAMELA HURST-
 
DELLAPIETRA FAMILY FOUNDATION INC
EIN:
46-4352404
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ON INVESTMENT INCOME 138,373 0   0
FOREIGN TAXES PAID 15,220 15,220   0