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 10-01-2024 , and ending 09-30-2025
Name of foundation
STEWART FLANE &BONNIE COMLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)36 WEST 44TH ST SUITE 400
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10036
A Employer identification number

60-0000719
B Telephone number (see instructions)

(212) 315-0402
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$5,500,419J 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) 97,607
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,057 24,057  
4 Dividends and interest from securities... 181,578 181,578  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 338,758
b Gross sales price for all assets on line 6a 1,982,371
7 Capital gain net income (from Part IV, line 2)... 434,356
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........ 642,000 639,991  
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)....... Click to see attachment
List of Attached Documents:
// Content
31,433 7,858   23,575
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
16,864 16,864   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,778 0   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,075 24,722   23,825
25 Contributions, gifts, grants paid....... 170,449 175,449
26 Total expenses and disbursements. Add lines 24 and 25 235,524 24,722   199,274
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 406,476
b Net investment income (if negative, enter -0-) 615,269
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............. 53,470 147,622 147,622
2 Savings and temporary cash investments.........      
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)....... 1,805,923 Click to see attachment
List of Attached Documents:
// Content
1,560,987 		2,167,757
c Investments—corporate bonds (attach schedule)....... 742,887 Click to see attachment
List of Attached Documents:
// Content
900,334 		922,539
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).......... 1,544,881 Click to see attachment
List of Attached Documents:
// Content
1,924,876 		2,256,501
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,000 		Click to see attachment
List of Attached Documents:
// Content
6,000 		Click to see attachment
List of Attached Documents:
// Content
6,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,153,161 4,539,819 5,500,419
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 20,000 15,000
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)......... 20,000 15,000
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...........    
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........ 4,133,161 4,524,819
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 4,133,161 4,524,819
30 Total liabilities and net assets/fund balances (see instructions). 4,153,161 4,539,819
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
4,133,161
2
Enter amount from Part I, line 27a .....................
2
406,476
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2
4
Add lines 1, 2, and 3 ..........................
4
4,539,639
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
14,820
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,524,819
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 APPLE INC. CMN(X) D 2008-03-18 2025-08-22
b PUBLICLY TRADED SECURITIES P    
c ORDINARY GAIN FROM BROKER REDEMPTIONS P    
d
e
(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 98,822   2,009 96,813
b 1,882,272   1,546,006 336,266
c 1,277     1,277
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       96,813
b       336,266
c       1,277
d
e
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 2 434,356
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 8,552
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 8,552
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 8,552
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 11,900
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 11,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 21
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 3,327
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow3,327 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
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
 
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 (212) 315-0402

Located atright arrow36 WEST 44TH ST SUITE 400NEW YORKNY ZIP+4right arrow10036
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
STEWART F LANE PRESIDENT
1.00 		0 0 0
155 EAST 76TH ST
NEW YORK,NY10021
BONNIE COMLEY VICE PRESIDENT
1.00 		0 0 0
155 EAST 76TH ST
NEW YORK,NY10021
EDWARD PECK DIRECTOR
1.00 		0 0 0
1290 AVENUE OF THE AMERICAS
NEW YORK,NY10104
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
5,043,447
b
Average of monthly cash balances.......................
1b
99,992
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
5,143,439
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
5,143,439
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
77,152
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,066,287
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
253,314
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
253,314
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
8,552
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,552
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
244,762
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
244,762
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
244,762
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
199,274
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
199,274
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 7 244,762
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 85,419
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 199,274
a Applied to 2023, but not more than line 2a 85,419
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..... 113,855
e Remaining amount distributed out of corpus 0
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 0
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 .......... 		130,907
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) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
STEWART F LANE
BONNIE COMLEY
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

BOSTON UNIVERSITY

213 BAY STATE ROAD
BOSTON,MA02215 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 13,000

BYRD HOFFMAN WATER MILL FOUNDATION

39 WATERMILL TOWD ROAD
WATER MILL,NY11976 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 14,150

CENTRAL PARK CONSERVANCY

717 FIFTH AVENUE
NEW YORK,NY10022 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 56,800

FRENCH HERITAGE SOCIETY

14 EAST 60TH STREET
NEW YORK,NY10022 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 4,070

GUILD HALL

PO BOX 5063
EAST HAMPTON,NY11937 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 9,360

SAVE VENICE

133 EAST 58TH STREET SUITE 501
NEW YORK,NY10022 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 4,300

THE DRAMA LEAGUE OF NEW YORK INC

32 AVENUE OF AMERICAS
NEW YORK,NY10013 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 29,269

UMASS LOWELL

1 PERKINS STREET
LOWELL,MA01854 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 4,000

AMERICAN THEATRE WING

230 WEST 41ST STREET SUITE 1101
NEW YORK,NY10036 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 23,500

BROADWAY EDUCATION ALLIANCE

103 EAST MARKET STREET
RHINEBECK,NY12572 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 1,000

ENCORE COMMUNITY SERVICES

630 9TH AVE SUITE 910
NEW YORK,NY10036 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 1,000

NEW YORK PUBLIC LIBRARY FOR THE PERFORMING ARTS

40 LINCOLN CENTER PLAZA
NEW YORK,NY10023 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 10,000

NYC DANCE ALLIANCE FOUNDATION

602 66TH STREET
WEST NEW YORK,NJ07093 		NA PC USED TO CARRY OUT CHARITABLE PURPOSES 5,000
Total .................................right arrow 3a 175,449
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 24,057  
4 Dividends and interest from securities ....     14 181,578  
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 ............ 		    18 338,758  
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) .. 0 544,393 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
544,393
(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
STEWART FLANE &BONNIE COMLEY FOUNDATION
 
Employer identification number

60-0000719
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
STEWART FLANE &BONNIE COMLEY FOUNDATION
  		Employer identification number
60-0000719
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
STEWART LANE
36 WEST 44TH STREET SUITE 400
 
NEW YORK, NY10036

$ 97,607


(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.)
(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
STEWART FLANE &BONNIE COMLEY FOUNDATION
  		Employer identification number

60-0000719
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
 65SH APPLE INC $ 97,607  
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
STEWART FLANE &BONNIE COMLEY FOUNDATION
  		Employer identification number

60-0000719
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:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 31,433 7,858   23,575

TY 2024 InvestmentsCorpBondsSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Name of Bond End of Year Book Value End of Year Fair Market Value
GS SHORT DURATION BOND 900,334 922,539

TY 2024 InvestmentsCorpStockSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Name of Stock End of Year Book Value End of Year Fair Market Value
ROCKET COMPANIES, INC. CMN CLASS A (RKT) 78 78
COLGATE-PALMOLIVE CO CMN 79 80
TRACTOR SUPPLY COMPANY CMN 96 398
INTERACTIVE BROKERS GROUP, INC. CMN CLASS A 113 482
ROLLINS INC. REGOFF SCTASK0796638 116 117
CADENCE DESIGN SYSTEMS INC CMN 116 1,054
KIMBERLY-CLARK CORPORATION CMN 125 124
OLD DOMINION FREIGHT LINE, INC. CMN 135 422
RESMED INC. CMN 138 547
GARMIN LTD CMN 149 739
FASTENAL COMPANY CMN 155 588
HEICO CORP CL-A CMN CLASS A 156 254
TRADEWEB MARKETS INC CMN 160 444
HOWMET AEROSPACE INC. CMN 183 785
COSTAR GROUP, INC. CMN 186 337
VEEVA SYSTEMS INC CMN 188 298
LAS VEGAS SANDS CORP 201 215
BROADRIDGE FINANCIAL SOLUTIONS IN CMN 202 476
VULCAN MATERIALS CO CMN 202 615
NASDAQ INC. CMN 207 796
VERALTO CORPORATION CMN 208 533
ROCKWELL AUTOMATION INC CMN 216 350
W.W. GRAINGER INC CMN 232 953
AMERICAN TOWER CORPORATION CMN 241 385
DEXCOM, INC. CMN 269 269
AMPHENOL CORP CL-A (NEW) CMN CLASS A 278 1,980
LIBERTY MEDIA CORPORATION CMN 278 418
AGILENT TECHNOLOGIES, INC. CMN 310 513
MARTIN MARIETTA MATERIALS,INC CMN 320 630
ABBVIE INC CMN 321 695
MONSTER BEVERAGE CORPORATION CMN 322 942
VENTAS, INC. CMN 331 420
SIMON PROPERTY GROUP INC CMN 336 375
PTC INC CMN 336 406
EDWARDS LIFESCIENCES CORPORATION CMN 339 622
KELLANOVA CMN 341 410
PAYCHEX, INC. CMN 361 634
EQUINIX, INC. REIT (EQIX) 369 783
QUANTA SERVICES INC CMN 377 829
SYSCO CORPORATION CMN 381 412
KEYSIGHT TECHNOLOGIES, INC. CMN 390 700
WILLIS TOWERS WATSON PLC CMN 390 1,036
ENTERGY CORPORATION CMN 395 1,211
PUBLIC STORAGE CMN 411 578
EQUITY RESIDENTIAL CMN 413 453
XYLEM INC. CMN 414 885
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION CMN 414 1,002
THE HERSHEY COMPANY CMN 422 748
TARGA RESOURCES CORP CMN 439 503
DOLLAR TREE STORES, INC. CMN 439 566
TRANE TECHNOLOGIES PUBLIC LIMITED COMPANY CMN 443 1,266
TAKE TWO INTERACTIVE SOFTWARE INC (TTWO) 453 775
MOTOROLA SOLUTIONS INC CMN 456 457
AMERICAN WATER WORKS CO, INC. CMN 458 696
EBAY INC. CMN 467 1,273
STERIS PUBLIC LIMITED COMPANY CMN 469 495
DOVER CORPORATION CMN 479 667
RAYMOND JAMES FINANCIAL, INC. CMN 494 1,036
THE WILLIAMS COMPANIES, INC. CMN 495 1,267
ZOETIS INC. CMN CLASS A 497 878
CINTAS CORPORATION CMN 497 821
CORNING INCORPORATED CMN 499 1,148
AVALONBAY COMMUNITIES INC CMN 499 580
ESTEE LAUDER COS INC CL-A CMN CLASS A 501 441
FERGUSON ENTERPRISES INC CMN 507 898
FERGUSON ENTERPRISES INC CMN (FERG) 507 898
FORTINET, INC. CMN (FTNT) 508 504
MOODY'S CORPORATION CMN 509 953
EQUIFAX INC. CMN (EFX) 510 513
DIGITAL REALTY TRUST, INC. CMN 511 864
COUPANG, LLC CMN CLASS A (CPNG) 515 515
CBRE GROUP, INC. CMN CLASS A (CBRE) 518 630
ECOLAB INC. CMN 521 822
ILLINOIS TOOL WORKS CMN 523 782
HARTFORD INSURANCE GROUP INC/T CMN (HIG) 541 2,001
SHERWIN-WILLIAMS CO CMN 548 1,039
DOLLAR GENERAL CORPORATION CMN 548 827
AMEREN CORPORATION CMN 550 1,044
ELECTRONIC ARTS CMN 554 1,009
EXTRA SPACE STORAGE INC. CMN 564 705
FIRSTENERGY CORP. CMN 578 871
REPUBLIC SERVICES INC CMN 581 918
WASTE MANAGEMENT INC CMN 584 1,325
BAKER HUGHES CO CMN 587 1,315
BROWN & BROWN, INC. CMN 588 657
PALO ALTO NETWORKS INC. CMN 596 1,222
CHIPOTLE MEXICAN GRILL, INC. CMN 597 823
DTE ENERGY COMPANY CMN 609 990
ROPER TECHNOLOGIES INC CMN 621 1,496
CORTEVA, INC. CMN 624 1,623
KROGER COMPANY CMN 627 1,685
IDEXX LABORATORIES CMN (IDXX) 633 639
AMETEK INC (NEW) CMN 644 940
WEC ENERGY GROUP, INC. CMN 648 1,031
AMGEN INC. CMN 649 1,129
DEERE & COMPANY CMN 656 2,744
COSTCO WHOLESALE CORPORATION CMN 662 3,703
PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 667 1,252
AIR PRODUCTS & CHEMICALS INC CMN 676 1,364
FLUTTER ENTERTAINMENT PUBLIC L CMN (FLUT) 686 762
IQVIA HOLDINGS INC CMN (IQV) 710 760
BOSTON SCIENTIFIC CORP. COMMON STOCK 711 1,660
L3HARRIS TECH INC SR NTS 3.832% 04/27/2025 DTD 04/27/2015 742 1,832
COPART, INC. CMN 757 764
PPL CORPORATION CMN 758 1,040
ROSS STORES,INC CMN 760 1,067
PPG INDUSTRIES, INC. CMN 776 736
JOHNSON CONTROLS INTERNATIONAL PUBLIC LIMITED COMPANY CMN 779 1,429
AMRIZE AG CMN (AMRZ) 810 776
ARCH CAPITAL GROUP LTD. CMN 826 2,087
STRYKER CORPORATION CMN 827 1,479
T. ROWE PRICE GROUP, INC. CMN (TROW) 827 821
PACCAR INC CMN 860 1,770
WELLTOWER, INC. CMN 872 1,603
CHENIERE ENERGY, INC CMN 898 1,175
KINDER MORGAN INC CMN CLASS P 899 1,784
INTERCONTINENTAL EXCHANGE INC CMN 899 2,527
STATE STREET CORPORATION (NEW) CMN 936 1,856
LULULEMON ATHLETICA INC. CMN (LULU) 938 712
EATON CORP PLC CMN 939 2,620
NORTHROP GRUMMAN CORP CMN 944 2,437
INGERSOLL RAND INC CMN 949 826
INTUITIVE SURGICAL INC CMN 959 894
AUTODESK INC CMN 968 953
GENERAL ELECTRIC COMPANY CMN (GE) 976 3,309
ANHEUSER-BUSCH INBEV FIN 986 987
AUTOMATIC DATA PROCESSING INC CMN 990 1,761
3M COMPANY CMN 991 776
TE CONNECTIVITY CORP CMN 991 1,537
XCEL ENERGY INC. CMN 1,008 1,694
CITIGROUP INC. CMN 1,011 1,010
EMERSON ELECTRIC CO. CMN 1,034 1,837
MASTERCARD INCORPORATED CMN CLASS A 1,055 1,706
CME GROUP INC. CMN CLASS A 1,058 2,432
HUMANA INC. CMN 1,059 781
CONSTELLATION BRANDS INC CMN CLASS A 1,074 673
EVERSOURCE ENERGY CMN 1,076 1,280
VALERO ENERGY CORPORATION CMN 1,106 1,873
MARATHON PETROLEUM CORPORATION CMN 1,110 1,735
GENERAL MILLS INC CMN 1,112 1,210
TJX COMPANIES INC (NEW) CMN 1,123 2,457
NEWMONT CORP CMN 1,125 3,119
KENVUE INC. CMN 1,127 990
ANALOG DEVICES, INC. CMN 1,135 2,457
CUMMINS INC COMMON STOCK 1,136 1,689
PHILLIPS 66 CMN 1,140 2,040
TARGET CORPORATION CMN 1,143 1,704
DANAHER CORPORATION CMN 1,146 2,379
ARTHUR J GALLAGHER & CO CMN 1,153 2,168
CARRIER GLOBAL CORPORATION CMN (CARR) 1,175 1,194
CONSOLIDATED EDISON INC CMN 1,181 1,508
PARKER-HANNIFIN CORP. CMN (PH) 1,203 1,516
THE BANK OF NY MELLON CORP CMN 1,208 3,487
MARSH & MCLENNAN CO INC CMN 1,227 2,217
CRH PUBLIC LIMITED COMPANY CMN 1,235 2,038
VERTEX PHARMACEUTICALS INCORPORATED CMN 1,244 1,958
THE TRAVELERS COMPANIES, INC CMN 1,246 3,351
T-MOBILE US, INC. CMN 1,282 3,112
COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A 1,283 1,408
AMERICAN ELECTRIC POWER INC CMN 1,284 2,138
PROLOGIS INC CMN 1,286 2,405
FIDELITY NATL INFO SVCS INC CMN 1,288 1,517
AMERIPRISE FINANCIAL, INC 1,288 1,474
EXELON CORPORATION CMN 1,290 1,980
DUPONT DE NEMOURS INC CMN 1,301 1,480
PULTEGROUP INC. CMN (PHM) 1,315 1,321
TEXAS INSTRUMENTS INC. CMN 1,316 2,205
THE SOUTHERN CO. CMN 1,341 2,748
FIFTH THIRD BANCORP CMN (FITB) 1,363 1,337
VICI PROPERTIES INC. CMN 1,379 1,500
THERMO FISHER SCIENTIFIC INC CMN 1,380 3,395
ONEOK INC CMN 1,392 1,313
ARCHER-DANIELS-MIDLAND COMPANY CMN 1,410 1,971
LOCKHEED MARTIN CORPORATION CMN 1,425 1,997
SEMPRA ENERGY CMN 1,433 2,339
CSX CORPORATION CMN 1,437 1,918
OCCIDENTAL PETROLEUM CORP CMN 1,467 1,229
WORKDAY, INC CMN CLASS A 1,472 1,444
AFLAC INCORPORATED CMN 1,484 2,457
UNION PACIFIC CORP. CMN 1,494 3,309
DIAMONDBACK ENERGY INC CMN 1,495 1,431
REALTY INCOME CORPORATION CMN 1,524 1,763
THE HOME DEPOT, INC. CMN 1,525 1,621
CHARLES SCHWAB CORPORATION CMN 1,529 4,201
ALLSTATE CORPORATION COMMON STOCK 1,532 3,005
M&T BANK CORPORATION CMN 1,540 1,976
NORFOLK SOUTHERN CORP CMN 1,540 1,802
LENNAR CORPORATION CMN CLASS A (LEN) 1,591 1,765
NUCOR CORPORATION 1,623 1,354
GENERAL DYNAMICS CORP. CMN 1,667 2,387
ELI LILLY & CO CMN 1,681 3,052
BECTON, DICKINSON AND COMPANY CMN 1,690 1,685
SCHLUMBERGER LTD CMN 1,715 1,684
THE PROGRESSIVE CORPORATION CMN 1,722 4,445
LINDE PLC CMN 1,735 4,275
S&P GLOBAL INC. CMN 1,740 2,920
AON PUBLIC LIMITED COMPANY CMN (AON) 1,780 1,783
REGENERON PHARMACEUTICAL INC CMN 1,792 2,249
GILEAD SCIENCES CMN 1,842 3,108
FIRST CITIZENS BANKSHARES CL A CMN CLASS A 1,844 1,789
ABBOTT LABORATORIES CMN 1,890 3,884
AMERICAN INTL GROUP, INC. CMN 1,894 3,142
CATERPILLAR INC (DELAWARE) CMN 1,940 4,772
NIKE CLASS-B CMN CLASS B 1,942 1,464
THE KRAFT HEINZ CO CMN 1,972 1,562
SABINE PASS LIQUEFACTION SR NTS 5.875% 06/30/2026 DTD 05/10/2017 1,987 2,007
P G & E CORPORATION CMN 1,989 2,232
CHARTER COMMUNICATIONS, INC. CMN 1,992 1,926
METLIFE, INC. CMN 2,043 2,801
DOMINION ENERGY INC CMN 2,082 2,019
MORGAN STANLEY SR NTS VAR RT 1/18/36 DTD 1/21/25 2,097 2,094
ELEVANCE HEALTH INC CMN 2,110 3,231
KEURIG DR PEPPER INC CMN 2,131 2,041
NEXTERA ENERGY, INC. CMN 2,154 4,454
MONDELEZ INTERNATIONAL, INC. CMN 2,167 2,999
PNC FINANCIAL SERVICES GROUP, INC., THE CMN 2,210 3,818
ACCENTURE PLC CMN CLASS A 2,248 3,946
WALMART INC CMN 2,273 7,420
D.R. HORTON, INC CMN 2,282 2,373
EOG RESOURCES INC CMN 2,396 2,467
HONEYWELL INTL INC CMN 2,398 2,947
DUKE ENERGY CORPORATION CMN 2,417 3,589
FISERV, INC. CMN 2,418 3,352
FEDEX CORPORATION CMN 2,505 2,594
PRUDENTIAL FINANCIAL INC CMN 2,644 2,386
RTX CORP CMN 2,690 5,522
INTL BUSINESS MACHINES CORP CMN 2,756 5,079
INTUIT INC CMN (INTU) 2,794 2,732
BLACKROCK INC CMN 2,796 3,498
MEDTRONIC PUBLIC LIMITED COMPANY CMN 2,883 3,429
CIGNA GROUP/THE CMN 2,965 3,459
ORACLE CORPORATION CMN 3,000 4,219
MARATHON PETRLM CORP SR NTS 5.125% 12/15/2026 DTD 05/22/2019 3,009 3,027
VISA INC. CMN CLASS A 3,010 10,583
BRISTOL-MYERS SQUIBB COMPANY CMN 3,094 2,932
COCA-COLA COMPANY (THE) CMN 3,114 4,709
CHUBB LIMITED CMN 3,145 6,492
OCCIDENTAL PETRLM COR SR NTS 8.5% 07/15/2027 DTD 07/13/2020 3,149 3,146
MORGAN STANLEY CMN 3,319 6,199
FORD MOTOR COMPANY CMN (F) 3,330 3,313
TRUIST FINANCIAL CORPORATION CMN 3,367 3,749
PEPSICO, INC. CMN 3,379 4,213
CISCO SYSTEMS, INC. CMN 3,429 7,116
ELEVANCE HEALTH INC SR NTS 4.1% 05/15/2032 DTD 04/29/2022 3,475 3,886
NETFLIX INC CMN 3,542 5,995
CVS HEALTH CORP CMN 3,589 4,599
APPLE INC. CMN 3,683 21,389
CSX CORP SR NTS 3.25% 06/01/2027 DTD 05/01/2017 3,724 3,951
VERIZON COMMUNICATIONS, INC. CMN 3,756 3,752
KRAFT HEINZ FOODS CO 4.625% 01/30/2029 DTD 06/15/2018 3,844 4,034
UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 3,897 2,422
KLA CORP CMN 3,915 9,707
HOME DEPOT INC SR NTS 4.95% 06/25/2034 DTD 06/25/2024 4,028 4,096
GENERAL MOTORS COMPANY CMN (GM) 4,165 4,146
U.S. BANCORP CMN 4,220 4,108
UNITEDHEALTH GROUP INCORPORATED CMN 4,483 7,942
CONOCOPHILLIPS CMN 4,828 4,540
NETFLIX INC SR NTS 4.375% 11/15/2026 DTD 10/27/2016 4,840 5,023
PNC FINL SERVICES SR NTS VAR TR 10/21/2032 DTD 10/21/2024 4,877 5,069
ADOBE INC CMN 4,938 4,586
BK OF NY MELLON CORP SR NTS MTN VAR RT 07/26/2030 DTD 07/26/2022 4,954 5,081
NORTHROP GRUMMAN CORP CMN 4,964 5,072
DTE ELEC CO 5,067 5,145
WILLIAMS COMPANIES INC 5,081 5,074
UN ELEC CO 5,090 5,153
THE PROCTER & GAMBLE COMPANY CMN (PG) 5,253 8,451
SALESFORCE INC CMN 5,847 5,688
GE VERNOVA LLC CMN 5,861 19,677
ST STR CORP SR NTS VAR RT 11/04/2028 DTD 11/04/2022 5,939 6,210
MERCK & CO., INC. CMN 5,964 7,722
SYSCO CORP 5.95% 04/01/2030 DTD 04/02/2020 5,975 6,360
AMERN EXPRESS CO SR NTS VAR RT 10/30/2031 DTD 10/30/2023 6,026 6,576
PHILIP MORRIS INTL INC SR NTS 3.375% 08/15/2029 DTD 05/01/2019 6,099 6,805
KENVUE INC 5.05% 3/22/2028 DTD 10/17/2023 6,120 6,130
PUB STORAGE OP CO 2.25% 11/09/2031 DTD 11/09/2021 6,131 7,079
TRUIST FINANCIAL CORPORATION CMN 6,201 6,296
PAYPAL HOLDINGS INC SR NTS 4.4% 06/01/2032 DTD 05/23/2022 6,283 7,005
JOHNSON & JOHNSON CMN 6,292 9,271
WELLS FARGO & COMPANY CMN 6,342 13,160
MARTIN MARIETTA MATERIAL 3.500% 12/15/2027 DTD 12/20/2017 6,397 6,916
WALT DISNEY COMPANY (THE) CMN 6,402 6,756
AMGEN INC SR NTS 4.05% 08/18/2029 DTD 08/18/2022 6,409 6,973
NUTRIEN LTD SR NTS 4.2% 04/01/2029 DTD 04/01/2019 6,423 6,989
S&P GLOBAL INC 2.9% 03/01/2032 DTD 02/28/2023 6,441 7,327
CHEVRON CORPORATION CMN 6,443 9,939
AT&T INC. CMN 6,448 8,444
ALPHABET INC. CMN CLASS C 6,461 24,599
CAMDEN PPTY TR SR NTS 2.8% 05/15/2030 DTD 04/20/2020 6,640 7,504
AMPHENOL CORP SR NTS 2.8% 02/15/2030 DTD 09/10/2019 6,668 7,569
GILEAD SCIENCES INC SR NTS 3.65% 03/01/2026 DTD 09/14/2015 6,689 6,988
FL PWR & LT CO 5.1% 04/01/2033 DTD 03/03/2023 6,721 7,243
CIGNA GROUP/THE 4.5% 02/25/2026 DTD 07/13/2020 6,799 7,000
MCKESSON CORP SR NTS 4.9% 07/15/2028 DTD 06/15/2023 6,803 7,149
OTIS WORLDWIDE CORP SR NTS 5.25% 08/16/2028 DTD 08/16/2023 6,824 7,215
ROPER TECHNOLOGIES INC SR NTS 2.95% 09/15/2029 DTD 08/26/2019 6,825 7,624
LOWE'S COS INC SR NTS 4.8% 04/01/2026 DTD 03/30/2023 6,859 7,018
AUTOZONE INC SR NTS 5.05% 07/15/2026 DTD 07/21/2023 6,885 7,052
DUKE ENERGY PROGRESS LLC 2.0% 08/15/2031 DTD 08/12/2021 6,913 7,912
TORONTO-DOMINION BK SR NTS MTN 4.98% 04/05/2027 DTD 04/05/2024 6,945 7,099
MARSH & MCLENNAN COS INC SR NTS 5.875% 08/01/2033 DTD 07/30/2003 6,973 7,569
RTX CORP SR NTS 5.75% 01/15/2029 DTD 11/08/2023 6,997 7,336
CISCO SYSTEMS, INC. CMN 7,003 7,240
PUB SVC ELEC MTN 5.05% 3/1/35 DTD 03/03/25 7,043 7,140
CADENCE DESIGN SYS INC SR NTS 4.3% 09/10/2029 DTD 09/10/2024 7,054 7,044
ECOLAB INC SR NTS 4.8% 3/24/2030 DTD 3/24/2020 7,199 7,180
ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 7,229 8,132
CONSTELLATION BRANDS INC SR NTS 4.75% 05/09/2032 DTD 05/09/2022 7,244 8,043
UN PAC CORP SR NTS 2.8% 02/14/2032 DTD 02/14/2022 7,273 8,240
UBER TECHNOLOGIES 7,705 8,015
PFIZER INC. CMN 7,861 7,134
ALPHABET INC. CMN CLASS A 7,979 30,388
TEXAS INSTRUMENTS INC. CMN 8,190 9,370
MARRIOTT INTL 8,282 8,308
CITIGROUP INC SR NTS VAR RT 07/24/2028 DTD 07/24/2017 8,294 8,921
ILLINOIS TOOL WORKS CMN 8,310 10,170
COMCAST CORPORATION CMN CLASS A VOTING 8,488 7,949
MICROSOFT CORPORATION CMN 8,825 62,672
NORFOLK SOUTHERN CORP CMN 8,847 11,716
ENTERPRISE PRODUCTS OPER 8,849 9,075
QUEST DIAGNOSTICS INC SR NTS 2.8% 06/30/2031 DTD 05/13/2020 8,970 10,112
BROADCOM INC 4.15% 11/15/2030 DTD 08/07/2020 8,979 9,961
STRYKER CORP SR NTS 4.625% 09/11/2034 DTD 09/11/2024 9,085 8,956
COMCAST CORP 4.25% 10/15/2030 DTD 10/05/2018 9,190 10,017
HONEYWELL INTL SR NTS 4.5% 01/15/2034 DTD 05/17/2023 9,250 9,907
AMETEK INC (NEW) CMN (AME) 9,432 9,964
DATADOG, INC. CMN CLASS A (DDOG) 9,505 11,534
GOLDMAN SACHS GROUP INC SR NTS VAR RT 08/23/2028 DTD 08/23/2022 9,523 10,063
RLTY INCOME CORP SR NTS 3.95% 08/15/2027 DTD 11/09/2021 9,542 9,990
UNITEDHEALTH GROUP INC SR NTS 5.35% 02/15/2033 DTD 10/28/2022 9,643 10,452
CROWN CASTLE INC SR NTS 5.0% 01/11/2028 DTD 01/11/2023 9,645 10,141
WORKDAY INC SR NTS 3.5% 04/01/2027 DTD 04/01/2022 9,661 9,911
TAKE-TWO INTERACTIVE SOF SR NTS 3.7% 04/14/2027 DTD 04/14/2022 9,700 9,920
THE PROCTER & GAMBLE COMPANY CMN (PG) 9,701 8,758
MORGAN STANLEY SR NTS MTN VAR RT 01/23/2030 DTD 01/23/2019 10,026 11,053
JPMORGAN CHASE & CO CMN 10,076 31,858
ORACLE CORP SR NTS 6.25% 11/09/2032 DTD 11/09/2022 10,148 10,867
REP SERVICES INC SR NTS 5.0% 04/01/2034 DTD 03/28/2023 10,299 11,283
WELLS FARGO & CO SR NTS VAR RT 04/24/2034 DTD 04/24/2023 10,338 11,430
AMERICAN TOWER CORPORATION CMN 10,684 9,424
VERIZON COMMUNICATIONS, INC. CMN 10,760 10,065
T-MOBILE USA INC 3.5% 04/15/2031 DTD 03/23/2021 10,918 11,415
ASTRAZENECA FIN LLC 5.0% 02/26/2034 DTD 02/26/2024 11,052 11,344
DOORDASH INC CMN CLASS A (DASH) 11,101 12,512
MC DONALDS CORP CMN 11,608 14,587
MCDONALD'S CORP SR NTS MTN 3.8% 04/01/2028 DTD 03/16/2018 11,644 11,948
ROSS STORES,INC CMN 11,834 15,544
ELI LILLY & CO CMN 12,028 22,890
GENERAL ELECTRIC COMPANY CMN (GE) 12,107 22,261
BROADCOM INC. CMN 12,113 25,733
ROCKWELL AUTOMATION INC CMN 12,187 16,428
CHENIERE ENERGY, INC CMN 12,246 15,509
MARVELL TECHNOLOGY, INC. CMN (MRVL) 12,402 12,611
WALMART INC CMN 12,620 19,994
SALESFORCE INC CMN (CRM) 13,124 13,746
JPMORGAN CHASE & CO CMN 13,572 26,812
SHERWIN-WILLIAMS CO CMN 13,754 17,313
BK OF AMER CORP SR NTS VAR RT 04/27/2033 DTD 04/27/2022 14,239 15,997
BANK OF AMERICA CORP CMN 14,449 19,295
BANK OF AMERICA CORP CMN (BAC) 14,864 17,334
BOSTON SCIENTIFIC CORP. COMMON STOCK 14,992 21,186
AIR PRODUCTS & CHEMICALS INC CMN (APD) 15,094 12,272
BERKSHIRE HATHAWAY INC. CLASS B 15,617 33,181
NEXTERA ENERGY, INC. CMN 15,683 16,230
EXXON MOBIL CORPORATION CMN 15,815 19,844
COCA-COLA COMPANY (THE) CMN 16,953 18,039
THE PROGRESSIVE CORPORATION CMN (PGR) 18,087 18,027
ABBVIE INC CMN 18,463 25,238
CAPITAL ONE FINANCIAL CORP CMN (COF) 19,137 20,620
VISA INC. CMN CLASS A 20,234 25,945
ABBOTT LABORATORIES CMN (ABT) 21,548 23,707
META PLATFORMS INC-CLASS A CMN CLASS A (META) 22,081 27,906
APPLE INC. CMN 28,937 48,634
NVIDIA CORPORATION CMN 30,244 77,617
AMAZON.COM INC CMN 32,533 37,986
MICROSOFT CORPORATION CMN 36,559 64,744
META PLATFORMS INC-CLASS A CMN CLASS A (META) 37,271 40,391

TY 2024 InvestmentsOtherSchedule2
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
COSTAMARE INC AT COST 105,570 136,470
TSAKOS ENERGY NAVIGATION AT COST 122,470 129,115
GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND CLASS P AT COST 142,175 231,215
GS TACTICAL TILT OVERLAY FUND CLASS P AT COST 190,023 193,491
GS SHORT TERM CONSERVATIVE INCOME FD CL P AT COST 353,141 353,491
HPS CORPORATE LENDING FUND AT COST 357,886 359,241
GS TECHNOLOGY OPPORTUNITIES FUND CLASS P AT COST 653,611 853,478

TY 2024 OtherAssetsSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ORIGINATION FEE 6,000 6,000 6,000


TY 2024 OtherDecreasesSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Description Amount
NON DEDUCTIBLE CONTRIBUTIONS 14,820


TY 2024 OtherIncreasesSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Description Amount
ADJUSTMENT 2


TY 2024 OtherProfessionalFeesSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BROKERAGE FEES 16,864 16,864   0


TY 2024 TaxesSchedule
Name:
STEWART FLANE &BONNIE COMLEY FOUNDATION
EIN:
60-0000719
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RECLAIMABLE TAX 170 0   0
NYS 250 0   250
FEDERAL TAX EXPENSE 16,358 0   0