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
CARSON FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)650 MADISON AVENUE 26TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY100221029
A Employer identification number

13-6957038
B Telephone number (see instructions)

(212) 899-5983
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$497,620,335J Accounting method:
MODIFIED CASH
(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) 21,580,742
2 Check right arrow.............
3 Interest on savings and temporary cash investments 184,215 184,215  
4 Dividends and interest from securities... 5,404,602 5,237,489  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,332,089
b Gross sales price for all assets on line 6a 42,284,162
7 Capital gain net income (from Part IV, line 2)... 48,048,507
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)....... Click to see attachment
List of Attached Documents:
// Content
3,517,496 3,810,194  
12 Total. Add lines 1 through 11........ 63,019,144 57,280,405  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,275,417 446,396   829,021
14 Other employee salaries and wages...... 704,567 35,228   669,339
15 Pension plans, employee benefits....... 633,888 158,472   475,416
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
6,615 0   6,615
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
73,089 0   73,089
c Other professional fees (attach schedule)....        
17 Interest............... 1,900,015 1,702,150   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,828,978 6,575   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 641,791 160,448   481,343
21 Travel, conferences, and meetings....... 25,134 6,284   18,850
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,513,621 7,063,497   118,820
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 15,603,115 9,579,050   2,672,493
25 Contributions, gifts, grants paid....... 50,468,073 50,468,073
26 Total expenses and disbursements. Add lines 24 and 25 66,071,188 9,579,050   53,140,566
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,052,044
b Net investment income (if negative, enter -0-) 47,701,355
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............. 1,871,838 1,795,803 1,795,803
2 Savings and temporary cash investments......... 11,848,058 6,213,333 6,213,333
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 arrow2,000,000
Less: allowance for doubtful accounts right arrow0 2,000,000 Click to see attachment
List of Attached Documents:
// Content
2,000,000 		2,000,000
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)....... 10,187,603 Click to see attachment
List of Attached Documents:
// Content
3,839,907 		3,839,907
c Investments—corporate bonds (attach schedule).......      
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).......... 440,685,571 Click to see attachment
List of Attached Documents:
// Content
483,771,292 		483,771,292
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) 466,593,070 497,620,335 497,620,335
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........... 466,593,070 497,620,335
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)..... 466,593,070 497,620,335
30 Total liabilities and net assets/fund balances (see instructions). 466,593,070 497,620,335
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
466,593,070
2
Enter amount from Part I, line 27a .....................
2
-3,052,044
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
34,079,309
4
Add lines 1, 2, and 3 ..........................
4
497,620,335
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
497,620,335
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES D    
c THRU ACCOLADE EMPOWERMENT FD II LP K-1 P    
d THRU ACCOLADE PARTNERS GROWTH I, L.P. K-1 P    
e THRU ACCOLADE PARTNERS GROWTH II, L.P. K-1 P    
THRU ACCOLADE PARTNERS II, L.P. K-1 P    
THRU ACCOLADE PARTNERS III, L.P. K-1 P    
THRU ACCOLADE PARTNERS IV, L.P. K-1 P    
THRU ACCOLADE PARTNERS IX, L.P. K-1 P    
THRU ACCOLADE PARTNERS V, L.P. K-1 P    
THRU ACCOLADE PARTNERS VI, L.P. K-1 P    
THRU ACCOLADE PARTNERS VII, L.P. K-1 P    
THRU ACCOLADE PARTNERS VIII, L.P. K-1 P    
THRU AUTHENTIC VENTURES II LP K-1 P    
THRU CS VENTURE OPPORTUNITIES FUND LP K-1 P    
THRU DRIFTWOOD DEVELOPMENT PARTNERS LP K-1 P    
THRU DRIFTWOOD LENDING PARTNERS LP K-1 P    
THRU EMERGENCE CAPITAL PARTNERS II, LP K-1 P    
THRU EMERGENCE CAPITAL PARTNERS III, LP K-1 P    
THRU EMERGENCE CAPITAL PARTNERS IV, L.P. K-1 P    
THRU EMERGENCE CAPITAL PARTNERS V, LP K-1 P    
THRU EMERGENCE CAPITAL PARTNERS VI, LP K-1 P    
THRU GREYSTAR-THACKERAY REALTY FD VI, LP K-1 P    
THRU HARLEM CAP PARTNERS VENTURE FD I LP K-1 P    
THRU HARLEM CAP PARTNERS VEN. FD II LP K-1 P    
THRU RCH ENERGY MLP SWAP FUND, LP K-1 P    
THRU REIGN VENTURES, L.P. K-1 P    
THRU ROUND HILL MUSIC ROYALTY FD III LP K-1 P    
THRU SOSV INDIEBIO NY LP K-1 P    
THRU STRATEGY CAPITAL INVESTORS, LP K-1 P    
THRU THACKERAY PARTNERS REALTY FD IV, LP K-1 P    
THRU THACKERAY PARTNERS REALTY FD V, LP K-1 P    
THRU WCAS XI ASSOCIATES LLC K-1 P    
THRU WCAS XI CO-INVESTORS LLC K-1 P    
THRU WCAS XII CO-INVESTORS LLC K-1 P    
THRU WCAS XIII CO-INVESTORS LLC K-1 P    
THRU WHALE ROCK FLAGSHIP FUND, LP K-1 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 20,872,946   20,811,338 61,608
b 21,411,216   5,640,365 15,770,851
c       140
d       245,710
e       189,284
      235,318
      1,729,735
      252,572
      30
      543,718
      385,863
      82,675
      33,694
      -18,259
      -355,227
      11,187
      -27,069
      -115,068
      501,273
      271
      -7,941
      -1,989
      24,399
      -34,783
      -49,358
      4,510,394
      -117,284
      14,546
      -2,949
      2,264,126
      886,651
      410,653
      288,506
      548,371
      10,518,120
      2,173,605
      7,095,134
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       61,608
b       15,770,851
c       140
d       245,710
e       189,284
      235,318
      1,729,735
      252,572
      30
      543,718
      385,863
      82,675
      33,694
      -18,259
      -355,227
      11,187
      -27,069
      -115,068
      501,273
      271
      -7,941
      -1,989
      24,399
      -34,783
      -49,358
      4,510,394
      -117,284
      14,546
      -2,949
      2,264,126
      886,651
      410,653
      288,506
      548,371
      10,518,120
      2,173,605
      7,095,134
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 48,048,507
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) 1 663,049
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........................... 3 663,049
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- ..... 5 663,049
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,330,646
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,330,646
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 10 667,597
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow667,597 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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
Yes
 
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 arrowNY
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. ...............................
10
 
No
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
Yes
 
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 arrowAMY MEYERCORD STEVENS Telephone no.right arrow (212) 899-5983

Located atright arrow650 MADISON AVENUE 26TH FLOORNEW YORKNY ZIP+4right arrow100221029
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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
 
No
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
RUSSELL CARSON TRUSTEE
40.00 		0 0 0
650 MADISON AVENUE
NEW YORK,NY100221029
CECILY M CARSON TRUSTEE
40.00 		485,000 83,791 0
650 MADISON AVENUE
NEW YORK,NY100221029
EDWARD S CARSON TRUSTEE
15.00 		117,500 109,507 0
650 MADISON AVENUE
NEW YORK,NY100221029
JUDITH CARSON TRUSTEE
5.00 		0 0 0
650 MADISON AVENUE
NEW YORK,NY100221029
MADELINE CARSON TRUSTEE (BEGAN APRIL 2024)
40.00 		85,417 0 0
650 MADISON AVENUE
NEW YORK,NY100221029
AMY MEYERCORD STEVENS EXECUTIVE VICE PRESIDENT
40.00 		587,500 125,307 0
650 MADISON AVENUE
NEW YORK,NY100221029
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
KRISSY SUDANO MANAGING DIRECTOR
40.00 		405,000 108,768 0
650 MADISON AVENUE
NEW YORK,NY100221029
MELISSA FERNANDEZ FINANCE DIRECTOR
40.00 		157,500 123,832 0
650 MADISON AVENUE
NEW YORK,NY100221029
DOROTHY R ROBERTS ADMINISTRATIVE OFFIC
40.00 		160,000 53,644 0
650 MADISON AVENUE
NEW YORK,NY100221029
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
CORETELLIGENT INFORMATION TECHNOLOGY 73,764
750 THIRD AVENUE 9TH FLOOR
NEW YORK,NY100172718
PKF O'CONNOR DAVIES ACCOUNTING & TAX RETURN PREPARATION 73,089
500 MAMARONECK AVENUE SUITE 301
HARRISON,NY105281633
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
16,918,962
b
Average of monthly cash balances.......................
1b
9,172,136
c
Fair market value of all other assets (see instructions)................
1c
456,216,273
d
Total (add lines 1a, b, and c).........................
1d
482,307,371
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
482,307,371
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,234,611
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
475,072,760
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
23,753,638
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
23,753,638
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
663,049
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
663,049
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
23,090,589
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
23,090,589
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
23,090,589
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
53,140,566
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
53,140,566
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 23,090,589
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...... 39,550,500
b From 2020...... 51,399,530
c From 2021...... 44,704,503
d From 2022...... 40,194,743
e From 2023...... 29,034,911
f Total of lines 3a through e ........ 204,884,187
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 53,140,566
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..... 23,090,589
e Remaining amount distributed out of corpus 30,049,977
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 5 234,934,164
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) ... 		39,550,500
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		195,383,664
10 Analysis of line 9:
a Excess from 2020.... 51,399,530
b Excess from 2021.... 44,704,503
c Excess from 2022.... 40,194,743
d Excess from 2023.... 29,034,911
e Excess from 2024.... 30,049,977
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).)
RUSSELL CARSON
JUDITH CARSON
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

50CAN INC

1380 MONROE STREET NW 413
WASHINGTON,DC20010 		N/A PC GENERAL OPERATING SUPPORT 729,620

ACHIEVEMENT FIRST INC

335 ADAMS ST
BROOKLYN,NY11201 		N/A PC GENERAL OPERATING SUPPORT 200,000

ADRIENNE ARSHT CENTER TRUST INC

1300 BISCAYNE BLVD
MIAMI,FL33132 		N/A PC GENERAL OPERATING SUPPORT 50,000

ALLIED CLIMATE PARTNERS INC

712 5TH AVE FLOOR 47
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 250,000

AMERICA NEEDS YOU

260 WEST 39TH STREET SUITE 701
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT 50,000

AMERICAN IMMIGRATION COUNCIL

1331 G STREET NW SUITE 200
WASHINGTON,DC20005 		N/A PC GENERAL OPERATING SUPPORT 100,000

AMERICAN MUSEUM OF NATURAL HISTORY

200 CENTRAL PARK WEST
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 150,000

AMERICAN NATIONAL RED CROSS

520 WEST 49TH STREET
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 100,000

AMERICAN SOCIETY FOR TECHNION - ISRAEL INSTITUTE OF TECHNOLOGY INC

55 EAST 59TH STREET 14TH FLOOR
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT 500,000

ASSOCIATION TO BENEFIT CHILDREN

419 E 86TH ST
NEW YORK,NY10028 		N/A PC GENERAL OPERATING SUPPORT 25,000

BARD COLLEGE

CAMPUS ROAD PO BOX 5000
ANNANDALEONHUDSON,NY12054 		N/A PC GENERAL OPERATING SUPPORT 200,000

BEGINNING WITH CHILDREN FOUNDATION INC

185 BROADWAY 2ND FLOOR
BROOKLYN,NY11211 		N/A PC GENERAL OPERATING SUPPORT 100,000

BERKSHIRE TACONIC COMMUNITY FOUNDATION

800 NORTH MAIN STREET PO BOX 400
SHEFFIELD,MA01257 		N/A PC GENERAL OPERATING SUPPORT 371,570

BRAVEN INC

171 NORTH ABERDEEN STREET SUITE 400
CHICAGO,IL60607 		N/A PC GENERAL OPERATING SUPPORT 200,000

BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATION

505 EIGHTH AVENUE 5TH FLOOR
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT 1,250,000

BRONX CHILDREN'S MUSEUM

725 EXTERIOR STREET 2ND FLOOR
BRONX,NY10451 		N/A PC GENERAL OPERATING SUPPORT 250,000

BROOKLYN BOTANIC GARDEN CORPORATION

1000 WASHINGTON AVENUE
BROOKLYN,NY11225 		N/A PC GENERAL OPERATING SUPPORT 110,000

BROOKLYN CHILDREN'S MUSEUM CORPORATION

145 BROOKLYN AVENUE
BROOKLYN,NY11213 		N/A PC GENERAL OPERATING SUPPORT 100,000

BROOKLYN ORG

1000 DEAN STREET SUITE 307
BROOKLYN,NY11238 		N/A PC GENERAL OPERATING SUPPORT 250,000

BROOKLYN PUBLIC LIBRARY

10 GRAND ARMY PLAZA
BROOKLYN,NY11238 		N/A PC GENERAL OPERATING SUPPORT 1,200,000

CANCER RESEARCH INSTITUTE

ONE EXCHANGE PLAZA 55 BROADWAY
SUITE 1802
NEW YORK,NY10006 		N/A PC GENERAL OPERATING SUPPORT 201,500

CARY INSTITUTE OF ECOSYSTEM STUDIES INC

2801 SHARON TURNPIKE
MILLBROOK,NY12545 		N/A PC GENERAL OPERATING SUPPORT 50,000

CENTER FOR EMPLOYMENT OPPORTUNITIES INC

50 BROADWAY SUITE 1604
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 300,000

CENTRAL PARK CONSERVANCY INC

14 EAST 60TH STREET 8TH FLOOR
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT 2,050,000

CENTRAL QUEENS ACADEMY CHARTER SCHOOL

55-30 JUNCTION BLVD
ELMHURST,NY11373 		N/A PC GENERAL OPERATING SUPPORT 75,000

COLLEGIATE SCHOOL INC

301 FREEDOM PLACE SOUTH
NEW YORK,NY10069 		N/A PC GENERAL OPERATING SUPPORT 10,000

COME TO BELIEVE FOUNDATION

PO BOX 786
NEW YORK,NY10150 		N/A PC GENERAL OPERATING SUPPORT 250,000

COMMUNITY HELP IN PARK SLOPE INC

200 4TH AVENUE
BROOKLYN,NY11217 		N/A PC GENERAL OPERATING SUPPORT 125,000

CONVENT OF THE SACRED HEART

1 EAST 91ST STREET
NEW YORK,NY10128 		N/A PC GENERAL OPERATING SUPPORT 10,000

COOP CAREERS INC

1177 AVENUE OF THE AMERICAS 5TH
FLOOR
NEW YORK,NY10036 		N/A PC GENERAL OPERATING SUPPORT 400,000

CRISTO REY BROOKLYN HIGH SCHOOL

710 EAST 37TH STREET
BROOKLYN,NY11203 		N/A PC GENERAL OPERATING SUPPORT 200,000

CRISTO REY MIAMI HIGH SCHOOL INC

6510 RIVIERA DRIVE
CORAL GABLES,FL33146 		N/A PC GENERAL OPERATING SUPPORT 250,000

CRISTO REY NEW YORK HIGH SCHOOL

112 EAST 106TH STREET
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 125,000

DRIVE CHANGE

630 FLUSHING AVENUE MAILBOX 25
BROOKLYN,NY11206 		N/A PC GENERAL OPERATING SUPPORT 100,000

DUTCHESS LAND CONSERVANCY INC

PO BOX 138
MILLBROOK,NY12545 		N/A PC GENERAL OPERATING SUPPORT 25,000

EAST HARLEM SCHOOL AT EXODUS HOUSE

309 EAST 103RD STREET
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 250,000

ENVISION FREEDOM FUND

195 MONTAGUE STREET 14TH FLOOR
BROOKLYN,NY11201 		N/A PC GENERAL OPERATING SUPPORT 500,000

EXALT YOUTH INC

175 REMSEN STREET SUITE 1000
BROOKLYN,NY11201 		N/A PC GENERAL OPERATING SUPPORT 425,000

EXCELLENCE COMMUNITY SCHOOLS INC

1960 BENEDICT AVENUE
BRONX,NY10462 		N/A PC GENERAL OPERATING SUPPORT 250,000

FRIENDS OF THE HIGH LINE INC

820 WASHINGTON STREET
NEW YORK,NY10014 		N/A PC GENERAL OPERATING SUPPORT 100,000

FUND FOR THE CITY OF NEW YORK INC

121 SIXTH AVENUE 6TH FLOOR
NEW YORK,NY10013 		N/A PC GENERAL OPERATING SUPPORT 200,000

GODDARD RIVERSIDE COMMUNITY CENTER

593 COLUMBUS AVENUE
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 500,000

GOOD SHEPHERD SERVICES

305 7TH AVENUE 9TH FLOOR
BROOKLYN,NY10001 		N/A PC GENERAL OPERATING SUPPORT 500,000

GOSO (GETTING OUT STAYING OUT)

201A E 124TH ST
NEW YORK,NY10035 		N/A PC GENERAL OPERATING SUPPORT 100,000

GRAHAM WINDHAM

ONE PIERREPONT PLAZE SUITE 901
BROOKLYN,NY11201 		N/A PC GENERAL OPERATING SUPPORT 100,000

GREENLIGHT FUND INC

120 SAINT JAMES AVE 6TH FLOOR
BOSTON,MA02116 		N/A PC GENERAL OPERATING SUPPORT 100,000

HARLEM CHILDRENS ZONE

35 EAST 125TH STREET
NEW YORK,NY10035 		N/A PC GENERAL OPERATING SUPPORT 500,000

HEU LEARNING INC

885 W END AVENUE APT 4C
NEW YORK,NY10025 		N/A PC GENERAL OPERATING SUPPORT 50,000

HOSPITAL FOR SPECIAL SURGERY FUND INC

1233 SECOND AVENUE 3RD FLOOR
NEW YORK,NY10065 		N/A PC GENERAL OPERATING SUPPORT 200,000

IDEA FOUNDRY

1212 PROSPECT ROAD
PITTSBURGH,PA15227 		N/A PC GENERAL OPERATING SUPPORT 100,000

INNISFREE FOUNDATION INC

PO BOX 970
MILLBROOK,NY12545 		N/A PC GENERAL OPERATING SUPPORT 25,000

INNOCENCE PROJECT

40 WORTH STREET SUITE 701
NEW YORK,NY10013 		N/A PC GENERAL OPERATING SUPPORT 75,000

INTERNATIONAL RESCUE COMMITTEE INC

122 EAST 42ND STREET
NEW YORK,NY10168 		N/A PC GENERAL OPERATING SUPPORT 1,000,000

JOIN FREEWORLD INC

1043 GARLAND AVENUE C950
SAN JOSE,CA95126 		N/A PC GENERAL OPERATING SUPPORT 100,000

JUSTICE INNOVATION INC

520 8TH AVENUE SUITE 1801
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT 300,000

KENYON COLLEGE

106 COLLEGE PARK ST RANSOM HALL
GAMBIER,OH43022 		N/A PC GENERAL OPERATING SUPPORT 150,000

KESSLER FOUNDATION INC

120 EAGLE ROCK AVENUE SUITE 100
EAST HANOVER,NJ07936 		N/A PC GENERAL OPERATING SUPPORT 50,000

KIPP NEW YORK INC

1501 BROADWAY SUITE 1000
NEW YORK,NY10036 		N/A PC GENERAL OPERATING SUPPORT 600,000

LINCOLN CENTER FOR THE PERFORMING ARTS INC

70 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC GENERAL OPERATING SUPPORT 1,250,000

LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SERVICE INC

333 EAST 115TH STREET
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 100,000

MAKE THE ROAD NEW YORK

301 GROVE STREET
BROOKLYN,NY11237 		N/A PC GENERAL OPERATING SUPPORT 500,000

MANHATTAN MARYMOUNT COLLEGE

221 EAST 71ST STREET
NEW YORK,NY10021 		N/A PC GENERAL OPERATING SUPPORT 2,000,257

MEMORIAL SLOAN-KETTERING CANCER CENTER

885 SECOND AVENUE 8TH FLOOR
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT 750,000

METROPOLITAN MUSEUM OF ART

1000 FIFTH AVENUE
NEW YORK,NY10028 		N/A PC GENERAL OPERATING SUPPORT 500,000

METROPOLITAN OPERA ASSOCIATION INC

30 LINCOLN CENTER
NEW YORK,NY10023 		N/A PC GENERAL OPERATING SUPPORT 150,000

MILLBROOK COMMUNITY PARTNERSHIP INC

PO BOX 1087
MILLBROOK,NY12545 		N/A PC GENERAL OPERATING SUPPORT 2,000,000

MUSEUM OF ARTS AND DESIGN

2 COLUMBUS CIRCLE
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 25,000

MUSEUM OF THE CITY OF NEW YORK

1220 FIFTH AVENUE
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 100,000

NATIONAL COLLEGE ADVISING CORPS INC

301 W BARBEE CHAPEL ROAD SUITE 210
CHAPEL HILL,NC27517 		N/A PC GENERAL OPERATING SUPPORT 50,000

NATIONAL SEPTEMBER 11 MEMORIAL AND MUSEUM AT THE WORLD TRADE CENTER

200 LIBERTY STREET 16TH FLOOR
NEW YORK,NY10281 		N/A PC GENERAL OPERATING SUPPORT 600,000

NEIGHBORHOOD COALITION FOR SHELTER INC

50 BROADWAY SUITE 1301
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 150,000

NEIGHBORHOOD TRUST FINANCIAL PARTNERS INC

530 WEST 166TH STREET 4TH FLOOR
NEW YORK,NY10032 		N/A PC GENERAL OPERATING SUPPORT 300,000

NEW CLASSROOMS INNOVATION PARTNERS INC

1250 BROADWAY 30TH FLOOR
NEW YORK,NY10001 		N/A PC GENERAL OPERATING SUPPORT 500,000

NEW YORK ACADEMY OF SCIENCES

250 GREENWICH ST 40TH FLOOR
NEW YORK,NY10007 		N/A PC GENERAL OPERATING SUPPORT 200,000

NEW YORK CITY CENTER FOR CHARTER SCHOOL EXCELLENCE

111 BROADWAY SUITE 604
NEW YORK,NY10006 		N/A PC GENERAL OPERATING SUPPORT 500,000

NEW YORK GENOME CENTER INC

101 AVENUE OF THE AMERICAS 7TH
FLOOR
NEW YORK,NY10013 		N/A PC GENERAL OPERATING SUPPORT 6,221,253

NEW YORK HALL OF SCIENCE

47-01 111TH STREET
CORONA,NY11368 		N/A PC GENERAL OPERATING SUPPORT 150,000

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		N/A PC GENERAL OPERATING SUPPORT 250,000

NEW YORK STEM CELL FOUNDATION INC

619 WEST 54TH STREET 3RD FLOOR
NEW YORK,NY10019 		N/A PC GENERAL OPERATING SUPPORT 250,000

NOT ANOTHER CHILD

301 EAST 108TH STREET SUITE 3
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 25,000

NOTRE DAME SCHOOL OF MANHATTAN

327 WEST 13TH STREET
NEW YORK,NY10014 		N/A PC GENERAL OPERATING SUPPORT 250,000

PEER HEALTH EXCHANGE INC

55 EXCHANGE PLACE SUITE 405
NEW YORK,NY94133 		N/A PC GENERAL OPERATING SUPPORT 200,000

PROSPECT PARK ALLIANCE INC

95 PROSPECT PARK WEST
BROOKLYN,NY11215 		N/A PC GENERAL OPERATING SUPPORT 525,000

READWORKS INC

PO BOX 24673
BROOKLYN,NY11202 		N/A PC GENERAL OPERATING SUPPORT 200,000

RED HOOK INITIATIVE

767 HICKS STREET
BROOKLYN,NY11231 		N/A PC GENERAL OPERATING SUPPORT 400,000

REGIS HIGH SCHOOL

55 EAST 84TH STREET
NEW YORK,NY10028 		N/A PC GENERAL OPERATING SUPPORT 100,000

RELAY GRADUATE SCHOOL OF EDUCATION

25 BROADWAY 3RD FLOOR
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 250,000

RIGHT TO PLAY

26 BROADWAY SUITE 365
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 250,000

ROBERT A TOIGO FOUNDATION

555 12TH STREET SUITE 275
OAKLAND,CA94612 		N/A PC GENERAL OPERATING SUPPORT 100,000

ROBIN HOOD FOUNDATION

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		N/A PC GENERAL OPERATING SUPPORT 2,772,489

SAFE PASSAGE PROJECT CORPORATION

185 WEST BROADWAY
NEW YORK,NY10013 		N/A PC GENERAL OPERATING SUPPORT 300,000

SPONSORS FOR EDUCATIONAL OPPORTUNITY

55 EXCHANGE PLACE 6TH FLOOR
NEW YORK,NY10005 		N/A PC GENERAL OPERATING SUPPORT 750,000

ST JOHNS BREAD & LIFE PROGRAM INC

795 LEXINGTON AVENUE
BROOKLYN,NY11221 		N/A PC GENERAL OPERATING SUPPORT 200,000

STUDENT SPONSOR PARTNERSHIP INC

424 MADISON AVENUE 3RD FLOOR
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT 250,000

SUCCESS ACADEMY CHARTER SCHOOLS INC

95 PINE STREET 6TH FLOOR
NEW YORK,NY10005 		N/A PC GENERAL OPERATING SUPPORT 250,000

TEACH FOR AMERICA INC

25 BROADWAY 12TH FLOOR
NEW YORK,NY10004 		N/A PC GENERAL OPERATING SUPPORT 200,000

TEACHING MATTERS

475 RIVERSIDE DRIVE SUITE 1270
NEW YORK,NY10115 		N/A PC GENERAL OPERATING SUPPORT 100,000

THE ASPEN INSTITUTE

2300 N STREET NW SUITE 700
WASHINGTON,DC20037 		N/A PC GENERAL OPERATING SUPPORT 50,000

THE BETTER ANGELS SOCIETY INC

5185 MACARTHUR BOULEVARD SUITE 570
WASHINGTON,DC20016 		N/A PC GENERAL OPERATING SUPPORT 200,000

THE CHILD CENTER OF NY INC

118-35 QUEENS BLVD 6TH FLOOR
FOREST HILLS,NY11375 		N/A PC GENERAL OPERATING SUPPORT 250,000

THE CHILDREN'S AID SOCIETY

711 THIRD AVENUE SUITE 700
NEW YORK,NY10017 		N/A PC GENERAL OPERATING SUPPORT 500,000

THE CHILDREN'S HEALTH FUND

215 W 125TH SUITE 301
NEW YORK,NY10027 		N/A PC GENERAL OPERATING SUPPORT 250,000

THE FOUNDATION FOR VASSAR BROTHERS MEDICAL CENTER

45 READE PLACE
POUGHKEEPSIE,NY12601 		N/A PC GENERAL OPERATING SUPPORT 100,000

THE FRICK COLLECTION

1 EAST 70TH STREET
NEW YORK,NY10021 		N/A PC GENERAL OPERATING SUPPORT 50,000

THE NEW SCHOOL

66 WEST 12TH STREET
NEW YORK,NY10011 		N/A PC GENERAL OPERATING SUPPORT 45,000

THE NEW YORK AND PRESBYTERIAN HOSPITAL

850 THIRD AVENUE 12TH FLOOR
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT 240,000

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS

445 FIFTH AVENUE 8TH FLOOR
NEW YORK,NY10016 		N/A PC GENERAL OPERATING SUPPORT 500,000

THE PARTNERSHIP SCHOOLS

1011 FIRST AVE 18TH FLOOR
NEW YORK,NY10022 		N/A PC GENERAL OPERATING SUPPORT 127,500

THE PHILHARMONIC SYMPHONY SOCIETY OF NY INC

10 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		N/A PC GENERAL OPERATING SUPPORT 100,000

THE ROCKEFELLER UNIVERSITY

1230 YORK AVENUE BOX 164
NEW YORK,NY10021 		N/A PC GENERAL OPERATING SUPPORT 2,105,128

THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK

33 WEST 60TH STREET 7TH FLOOR
NEW YORK,NY10023 		N/A PC GENERAL OPERATING SUPPORT 350,000

TRUST FOR THE NATIONAL MALL

1730 PENNSYLVANIA AVE NW SUITE 240
WASHINGTON,DC20006 		N/A PC GENERAL OPERATING SUPPORT 375,000

TRUSTEES OF DARTMOUTH COLLEGE

6010 PARKHURST HALL SUITE 204
HANOVER,NH03755 		N/A PC GENERAL OPERATING SUPPORT 1,198,756

UNCOMMON SCHOOLS INC

826 BROADWAY 9TH FLOOR
NEW YORK,NY10003 		N/A PC GENERAL OPERATING SUPPORT 2,000,000

UNION SETTLEMENT ASSOCIATION

237 EAST 104TH STREET
NEW YORK,NY10029 		N/A PC GENERAL OPERATING SUPPORT 100,000

UNIVERSITY OF MOUNT SAINT VINCENT

6301 RIVERDALE AVENUE
RIVERDALE,NY10471 		N/A PC GENERAL OPERATING SUPPORT 1,025,000

UPWARDLY GLOBAL

505 8TH AVENUE SUITE 1601
NEW YORK,NY10018 		N/A PC GENERAL OPERATING SUPPORT 250,000

URBAN ASSEMBLY CHARTER SCHOOL FOR COMPUTER SCIENCE

1300 BOYTON AVENUE
BRONX,NY10472 		N/A PC GENERAL OPERATING SUPPORT 100,000

VERA INSTITUTE OF JUSTICE

34 35TH STREET SUITE 4-2A
BROOKLYN,NY11232 		N/A PC GENERAL OPERATING SUPPORT 100,000

WORLD TRADE CENTER PERFORMING ARTS CENTER INC

ONE LIBERTY PLAZA 29TH FLOOR
NEW YORK,NY10006 		N/A PC GENERAL OPERATING SUPPORT 250,000
Total .................................right arrow 3a 50,468,073
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 ........... 		    14 184,215  
4 Dividends and interest from securities .... 525990 167,113 14 5,237,489  
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 ............ 		525990 223,960 18 32,108,129  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL UBI TAX REFUND 		    01 698  
bFEDERAL UBI TAX REFUND INTEREST     01 2  
cOTHER INCOME THRU K-1S, NET OF UBI 525990 -293,396 14 3,810,192  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 97,677 41,340,725 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
41,438,402
(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
CARSON FAMILY CHARITABLE TRUST
 
Employer identification number

13-6957038
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
CARSON FAMILY CHARITABLE TRUST
  		Employer identification number
13-6957038
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
RUSSELL CARSON
 
650 MADISON AVENUE
 
NEW YORK, NY100221029

$ 7,075,987


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
RUSSELL CARSON
 
650 MADISON AVENUE
 
NEW YORK, NY100221029

$ 6,025,828


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
RUSSELL CARSON
 
650 MADISON AVENUE
 
NEW YORK, NY100221029

$ 773,691


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
RUSSELL CARSON
 
650 MADISON AVENUE
 
NEW YORK, NY100221029

$ 7,705,236


(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
CARSON FAMILY CHARITABLE TRUST
  		Employer identification number

13-6957038
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
 MICROSOFT CORPORATION (MSFT) 17,280.000 SHARES $ 7,075,987 2024-02-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 VISA INC. (V) 21,710.000 SHARES $ 6,025,828 2024-02-14
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 LIFESTANCE HEALTH GROUP, INC. (LFST) 128,734.000 SHARES $ 773,691 2024-04-04
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
4
 BLACKROCK, INC. (BLK) 7,699.000 SHARES $ 7,705,236 2024-10-22
(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
CARSON FAMILY CHARITABLE TRUST
  		Employer identification number

13-6957038
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 AccountingFeesSchedule
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX COMPLIANCE AND ACCOUNTING 73,089 0   73,089

TY 2024 GeneralExplanationAttachment
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-A, LINE 11 - SCHEDULE OF CONTROLLED ENTITIES NAME OF CONTROLLED ENTITY - CS VENTURE OPPORTUNITIES FUND LPEMPLOYER ID NO - 88-1219760ADDRESS - 11 SOUTH TRAIL, DARIEN, CT 06820EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - $4,398,446DESCRIPTION OF TRANSFER - CASHTRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ANAME OF CONTROLLED ENTITY - GCP-CRA INVESTMENTS, LLCEMPLOYER ID NO - 83-3601138ADDRESS - 318 W ADAMS STREET, #1607, CHICAGO, IL 60606EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ANAME OF CONTROLLED ENTITY - RCH ENERGY MLP SWAP FUND, LPEMPLOYER ID NO - 81-1271233ADDRESS - 3953 MAPLE AVENUE, SUITE 180, DALLAS, TX 75219EXCESS BUSINESS HOLDINGS [ ] YES [X] NOTRANSFERS TO CONTROLLED ENTITY:AMOUNT OF TRANSFER - NONEDESCRIPTION OF TRANSFER - N/ATRANSFERS FROM CONTROLLED ENTITY:AMOUNT OF TRANSFER - $1,465,559DESCRIPTION OF TRANSFER - CASH

TY 2024 InvestmentsCorpStockSchedule
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Name of Stock End of Year Book Value End of Year Fair Market Value
CONCENTRA GROUP HOLDINGS PARENT, INC. (CON) 89,012.000 SHARES 1,760,657 1,760,657
SELECT MEDICAL HOLDINGS CORPORATION (SEM) 110,305.000 SHARES 2,079,250 2,079,250

TY 2024 InvestmentsOtherSchedule2
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ACCOLADE EMPOWERMENT FUND II, L.P. FMV 724,839 724,839
ACCOLADE PARTNERS GROWTH I, L.P. FMV 7,316,596 7,316,596
ACCOLADE PARTNERS GROWTH II, L.P. FMV 3,400,194 3,400,194
ACCOLADE PARTNERS GROWTH III, L.P. FMV 469,779 469,779
ACCOLADE PARTNERS II, L.P. FMV 1,864,699 1,864,699
ACCOLADE PARTNERS III, L.P. FMV 8,074,854 8,074,854
ACCOLADE PARTNERS IV, L.P. FMV 4,418,697 4,418,697
ACCOLADE PARTNERS IX, L.P. FMV 806,324 806,324
ACCOLADE PARTNERS V, L.P. FMV 7,445,896 7,445,896
ACCOLADE PARTNERS VI, L.P. FMV 8,442,196 8,442,196
ACCOLADE PARTNERS VII, L.P. FMV 7,269,293 7,269,293
ACCOLADE PARTNERS VIII, L.P. FMV 4,367,453 4,367,453
AUTHENTIC VENTURES II LP FMV 2,817,233 2,817,233
AUTHENTIC VENTURES III LP FMV 540,657 540,657
CAPITAL F FUND I, L.P. FMV 403,522 403,522
CASDIN PARTNERS LP FMV 18,630,293 18,630,293
CS VENTURE OPPORTUNITIES FUND LP FMV 31,711,265 31,711,265
DAP PLAZA PLACE SOUTHLAKE HOLDINGS LP FMV 3,562,766 3,562,766
DHM HOLDINGS, LP FMV 14,305,229 14,305,229
DRIFTWOOD ACQUISITIONS PARTNERS LP FMV 7,400,969 7,400,969
DRIFTWOOD DEVELOPMENT PARTNERS LP FMV 2,083,415 2,083,415
DRIFTWOOD LENDING PARTNERS LP FMV 10,104,872 10,104,872
DRIFTWOOD ROCKWALL HOLDINGS LP FMV 599,844 599,844
EMERGENCE CAPITAL OPPORTUNITY I, L.P. FMV 1,855,581 1,855,581
EMERGENCE CAPITAL PARTNERS II, LP FMV 7,565,578 7,565,578
EMERGENCE CAPITAL PARTNERS III, LP FMV 11,251,746 11,251,746
EMERGENCE CAPITAL PARTNERS IV, L.P. FMV 4,546,867 4,546,867
EMERGENCE CAPITAL PARTNERS V, LP FMV 5,798,350 5,798,350
EMERGENCE CAPITAL PARTNERS VI, L.P. FMV 4,143,331 4,143,331
GCP-CRA INVESTMENTS, LLC FMV 10,560,279 10,560,279
GOLDMAN SACHS SHORT-TERM CONSERVATIVE INCOME FD (GPPIX) 761,986.843 SHARES FMV 7,688,447 7,688,447
GREYSTAR-THACKERAY REALTY FUND VI, LP FMV 1,825,110 1,825,110
GROWTH CATALYST PARTNERS I LP FMV 31,671,378 31,671,378
GROWTH CATALYST PARTNERS II, LP FMV 15,229,267 15,229,267
GROWTH CATALYST PARTNERS III, LP FMV 2,383,832 2,383,832
HARLEM CAPITAL PARTNERS VENTURE FUND I, LP FMV 207,146 207,146
HARLEM CAPITAL PARTNERS VENTURE FUND II, LP FMV 821,432 821,432
JSL HEALTH CAPITAL FUND I, L.P. FMV 2,341,805 2,341,805
JSL HEALTH CAPITAL OPPORTUNITY FUND, L.P. FMV 986,139 986,139
RCH ENERGY MLP SWAP FUND, LP FMV 29,990,690 29,990,690
REIGN VENTURES, L.P. FMV 10,060,435 10,060,435
ROUND HILL MUSIC ROYALTY FUND III LP FMV 5,621,999 5,621,999
RS2 VENTURES, LP - SP SERIES A FMV 3,172,317 3,172,317
RS2 VENTURES, LP - SP SERIES B FMV 3,092,150 3,092,150
SOSV INDIEBIO NY LP FMV 200,358 200,358
STRATEGY CAPITAL INVESTORS, L.P. FMV 47,558,200 47,558,200
TAILWATER ROYALTIES FUND, LP FMV 10,393,141 10,393,141
THACKERAY PARTNERS REALTY FUND IV, LP FMV 2,822,919 2,822,919
THACKERAY PARTNERS REALTY FUND V, LP FMV 6,678,546 6,678,546
TWO SIGMA IMPACT FUND-A, LP FMV 1,545,084 1,545,084
WCAS GP USAP, LLC FMV 728,200 728,200
WCAS XI ASSOCIATES LLC FMV 65,100 65,100
WCAS XII CO-INVESTORS LLC FMV 13,464,500 13,464,500
WCAS XIII CO-INVESTORS LLC FMV 26,256,800 26,256,800
WCAS XIV CO-INVESTORS I LLC FMV 13,438,000 13,438,000
WHALE ROCK FLAGSHIP FUND, LP FMV 53,045,680 53,045,680

TY 2024 LegalFeesSchedule
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
GENERAL AND ADMINISTRATIVE LEGAL COUNSEL 6,615 0   6,615


TY 2024 OtherExpensesSchedule
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 5,145 0   5,145
INFORMATION TECHNOLOGY 82,343 20,586   61,757
INSURANCE 7,901 0   7,901
OFFICE AND OTHER EXPENSES 56,689 14,172   42,517
OTHER INVESTMENT EXPENSES 50,000 50,000   0
OTHER K-1 EXPENSES, NET OF UBI 7,288,944 6,978,739   0
PENALTIES AND INTEREST 21,099 0   0
STATE FILING FEES 1,500 0   1,500


TY 2024 OtherIncomeSchedule2
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL UBI TAX REFUND 698   698
FEDERAL UBI TAX REFUND INTEREST 2 2 2
OTHER INCOME THRU K-1S, NET OF UBI 3,516,796 3,810,192 3,516,796


TY 2024 OtherIncreasesSchedule
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Description Amount
UNREALIZED GAIN ON INVESTMENTS 22,990,517
GAINS ON DISTRIBUTION OF 323,210.000 SHARES OF SEM STOCK AS GRANTS 11,088,792


Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 OtherNotesLoansRcvblLongSch
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038

Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
RS2 VENTURES LP - SP SERIES A NONE 2,000,000 2,000,000 2022-08 2025-08 UPON SEVEN (7) BUSINESS DAYS' PRIOR NOTICE TO THE LENDER OR AT MATURITY DATE 1500.0000000000 % FIRST-PRIORITY SECURITY INTEREST OF BORROWERS EQUITY INTERESTS IN COMPANY PURCHASE EQUITY INTEREST IN STANDARD POWER HOSTING INFRA COMPANY LLC NONE 0

TY 2024 TaxesSchedule
Name:
CARSON FAMILY CHARITABLE TRUST
EIN:
13-6957038
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX PAID 650,000 0   0
FEDERAL UBI TAX 2,082,975 0   0
FOREIGN TAXES THRU K-1S 6,575 6,575   0
STATE UBI TAX 89,428 0   0