2025-04-07T08:18:49-07:00 2024-11-30 KDM Financial Services Inc 4400 North Federal Hwy BOCA RATON FL 33431 990PF 2023-12-01 136170484 PETER B AND ADELINE W RUFFIN FOUNDATION INC PETE 5612781199 102 GOLDENEYE DRIVE JOHNS ISLAND SC 29455 BRIAN T MCANANEY PRESIDENT 5612781199 2025-02-17 true JAMIE FISCHER P02074380 2025-04-07 2023 2025-03-06 01:10:19Z X 32228328 X X 7121 7121 527467 527467 3206534 3961705 3206534 0 0 3741122 3741122 140000 140000 0 0 0 0 0 30346 170346 140000 0 4729200 4729200 4899546 140000 4729200 -1158424 3601122 4369 1501 1501 579814 140514 140514 0 0 2740352 1638690 18827751 800468 1185874 13258562 0 0 0 0 0 0 4125003 2966579 32228328 0 0 0 0 0 X 4125003 2966579 4125003 2966579 4125003 2966579 4125003 -1158424 2966579 2966579 SEE ATTACHED SCHEDULE P 2020-01-01 2024-11-30 3961704 0 755170 3206534 0 0 0 3206534 3206534 50056 0 50056 0 50056 0 X 2998 53054 0 false false false false false false false false true true false false false false true N/A EDWARD 2124275727 1192 PARK AVENUE NEW YORK NY 10128 false false false false false false false false false false false false false false false false false false false false KEVIN G MCANANEY 1192 PARK AVENUE NEW YORK NY 10128 TRUSTEE 0.00 0 0 0 BRIAN T MCANANEY 1192 PARK AVENUE NEW YORK NY 10128 PRESIDENT 10.00 140000 0 0 SHEILA K KOSTANECKI 1192 PARK AVENUE NEW YORK NY 10128 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 0 0 0 0 0 0 0 0 0 50056 50056 0 0 0 4729200 4729200 0 4729200 0 4729200 4729200 0 0 0 0 0 4729200 0 0 0 0 4729200 X THE COLLEGE FOUNDATION OF UVA 2110 OLD IVY RD CHARLOTTESVILLE VA 22903 SCHOOL UNRESTRICTED 625000 WOODBERRY FOREST SCHOOL 898 WOODBERRY FOREST RD WOODBERRY FOREST VA 22989 SCHOOL UNRESTRICTED 500000 SAINT DOMINIC'S FAMILY SERVICES 853 LONGWOOD AVE BRONX NY 10459 PC UNRESTRICTED 5000 THE CINCINNATI ZOO 3400 VINE ST CINCINNATI OH 45220 PC UNRESTRICTED 5000 DOCTORS WITHOUT BORDERS 161 NORTH CLARK STREET CHICAGO IL 60601 PC UNRESTRICTED 20000 STUDENT SPONSOR PARTNERS 424 MADISON AVE NEW YORK NY 10017 PC UNRESTRICTED 15000 UNIVERSITYOF NOTRE DAME MAIN BUILDING NOTRE DAME IN 46556 PC UNRESTRICTED 400000 SAINT MARY'S COLLEGE LE MANS HALL NOTRE DAME IN 46556 SCHOOL UNRESTRICTED 250000 FORDHAM PREP 441 E FORDHAM RD NEW YORK NY 10006 SCHOOL UNRESTRICTED 100000 MALTA HOUSE OF GOOD COUNSEL 26 ROCKROSE WAY BALLSTON SPA NY 12020 PC UNRESTRICTED 150000 BROOKLYN JESUIT PREP 925 37 STREET BROOKLYN NY 11210 SCHOOL UNRESTRICTED 20000 CRISTO REY HIGH SCHOOL 112 E 106TH STREET NEW YORK NY 10029 SCHOOL UNRESTRICTED 20000 CITYLAX 65 W 89 ST NEW YORK NY 10024 PC UNRESTRICTED 35000 SOUNDWATERS 1281 COVE RD STAMFORD CT 06902 PC UNRESTRICTED 30000 RON BROWN SCHOLAR PROGRAM 485 HILLSDALE DR CHARLOTTESVILLE VA 22901 PC UNRESTRICTED 50000 FRIENDS OF FISHER HOUSE PO BOX 1678 CHARLESTON SC 29402 PC UNRESTRICTED 25000 FIDELCO GUIDE DOG FOUNDATION PO BOX 142 BLOOMFIELD CT 06002 PC UNRESTRICTED 20000 GUIDE DOG FOUNDATION FOR THE BLIND 371 NY-25 SMITHTOWN NY 11787 PC UNRESTRICTED 20000 VIRGINIA ATHLETIC FOUNDATION 1815 STADIUM RD CHARLOTTESVILLE VA 22903 PC UNRESTRICTED 45000 BARRIER ISLAND FREE CLINIC 3226 MAYBANK HWY JOHNS ISLAND SC 29455 PC UNRESTRICTED 25000 KIAWAH CARES FOUNDATION 23 BEACH WALKER DR KIAWAH ISLAND SC 39455 PC UNRESTRICTED 35000 CORNELIA CONNOLY CENTER 220 E 4TH ST NEW YORK NY 10009 PC UNRESTRICTED 30000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 SCHOOL UNRESTRICTED 75000 SAINT IGNATIUS SCHOOL 740 MANICA ST BRONX NY 10474 SCHOOL UNRESTRICTED 30000 TUNNELS TO TOWERS FOUNDATION 2361 HYLAND BLVD STATEN ISLAND NY 10306 PC UNRESTRICTED 75000 FIRST RESPONDERS CHIKDREN'S FOUNDATION 38 E 32 ST NEW YORK NY 10016 PC UNRESTRICTED 100000 GYAC 4835 43 AVE VERO BEACH FL 32967 SCHOOL UNRESTRICTED 50000 VERO BEACH ART MUSEUM 2301 RIVERSIDE BEACH DR VERO BEACH FL 32968 PC UNRESTRICTIVE 5000 CAMPHAVEN PO BOX 2459 VRO BEACH FL 32963 PC UNRESTRICTED 5000 GYAC YOUTH ORCHESTRA 3850 20TH ST VERO BEACH FL 32960 SCHOOL UNRESTRICTED 5000 HABITAT FOR HUMANITY 322 W LAMAR ST AMERICUS GA 31709 PC UNRESTRICTED 5000 IMPACT 100 VERO BEACH FL PO BOX 673725 VERO BEACH FL 32964 PC UNRESTRICTED 1200 INDIAN RIVER STATE COLLEGE 3209 VIRGINIA AVE FT PIERCE FL 34981 SCHOOL UNRESTRICTED 2000 HOPE FOR FAMILIES CENTER 720 4TH STREET VERO BEACH FL 32962 PC UNRESTRICTED 50000 ENVIORMENTAL LEARNING CENTER 255 LIVE OAK DR VERO BEACH FL 32963 PC UNRESTRICTED 10000 BIKEWALK INDIAN RIVER COUNTY INC PO BOX 1792 VERO BEACH FL 32961 PC UNRESTRICTED 5000 CLEVELAND HOSPITAL INDIAN RIVER 1000 36TH ST VERO BEACH FL 32960 PC UNRESTRICTIVE 5000 SAINT MARY'S COLLEGE MADELEVA FUND LE MANS HALL NOTRE DAME IN 46556 SCHOOL UNRESTRICTIVE 6000 SAINT MARY'S SCHOLARSHIP FUND LE MANS HALL NOTRE DAME IN 46556 SCHOOL UNRESTRICTIVE 100000 TYKES AND TEENS 900 SE OCEAN BLVD STURT FL 34994 PC UNRESTRICTIVE 10000 INDIAN RIVER FOOD BANK 2206 16TH AVENUE VERO BEACH FL 32960 PC UNRESTRICTIVE 50000 CATHOLIC CHARITIES OF NY 125 E 10TH ST NEW YORK NY 10029 PC UNRESTRICTIVE 100000 THE ELM PROJECT 88 HAMILTON AVE STAMFORD CT 06902 PC UNRESTRICTIVE 40000 KIPP FOUNDATION 345 SPEAR ST SAN FRANCISCO CA 94105 PC UNRESTRICTIVE 50000 TEACH FOR AMERICA PO BOX 411139 BOSTON MA 02241 PC UNRESTRICTIVE 50000 MARYLAND FOOD BANK 2200 HALTHORPE FARMS BALTIMORE MD 21227 PC UNRESTRICTIVE 50000 UNC GLOBAL EDUCATION FUND 301 PITTSBORO ST CHAPEL HILL NC 27516 PC UNRESTRICTIVE 50000 GIVEWELL TOP CHARITIES FUND 1714 FRANKLIN STREET OAKLAND CA 94612 PC UNRESTRICTIVE 100000 MOUNT HOLYOKE COLLEGE 50 COLLEGE ST S S HADLEY MA 01075 SCHOOL UNRESTRICTIVE 250000 AMERICAN RED CROSS PO BOX 37839 BOONE IA 30037 PC UNRESTRICTIVE 250000 FATHER FLANAGAN'S BOYS TOWN 4100 CRAWFORD STREET BOYS TOWN NE 68010 PC UNRESTRICTIVE 100000 SAMARITAN'S PURSE PO BOX 3000 BOONE NC 28607 PC UNRESTRICTIVE 100000 THURGOOD MARSHAL COLLEGE FUND 901 F STREET NW WASHINGTON DC 20004 PC UNRESTRICTIVE 250000 SEA ISLAND HUNGER AWARENESS PO BOX 268 JOHNS ISLANDSC SC 29455 PC UNRESTRICTIVE 25000 OUR LADY OF MERCY COMMUNITY OUTREACH 1684 BROWNSWOOD RD JOHNS ISLAND SC 29455 PC UNRESTRICTIVE 25000 CITY HARVEST 6 E 32 ST NEW YORK NY 10010 PC UNRESTRICTIVE 50000 UNITED WAY OF THE NATIONAL CAPITAL AREA 1015 15TH STRET NW WASHINGTON DC 20005 PC UNRESTRICTIVE 25000 FEEDING AMERICA 161 NORTH CLARK STREET CHICAGO IL 60601 PC UNRESTRICTIVE 200000 4729200 7121 527467 1571065 2105653 2105653 N/A . false false false false false false false false false false 40000-VANGUARD LONG-TERM CORPORATE FUND 308400 235762 72638 2000-MICROSOFT CORP 736294 17031 719263 1000-VANGUAR MID CAP 285850 55384 230466 1300-DOW INC 72102 10187 61915 5000-CISCO SYSTEMS 245203 36181 209022 3000-PHILLIP MORRIS 279946 52453 227493 2000-AT&T 34348 10423 23925 1000-SOLVENTUM (SPIN-OFF) 8666 -8666 2303-JOHNSON & JOHNSON 342335 9554 332781 5598-KENVUE 108413 2891 105522 8000-INTEL CORP 245289 120248 125041 12216-CAP STREN 171453 134999 36454 3000-PFIZER INC 87908 12033 75875 2000-MERCK & CO 227083 4571 222512 1000-DOW INC 54202 9419 44783 1000-JOHNSON & JOHNSON 161612 4148 157464 2000-MERCK & CO 213121 16117 197004 700-DOW INC 36017 6807 29210 2000-JOHNSON & JOHNSON 326724 8297 318427 GABELLI EQUITY-CAPITAL GAIN 25405 25405 8000 EXXON MOBILE 72403 943680 2000 DUPONT 25692 167180 4000 3M CO 53828 534120 10000 ALTIA GP 73052 577400 9000 PHILLIP MORRIS 151754 1197540 6000 WALMART 16962 555000 7000 MERICK & CO 29860 711480 12140 PFIZER INC 73687 318189 1000 SOLVENTUM CORP 8666 71510 15000 CISCO SYSTEMS 80545 888150 4000 IBM CORP 110021 909640 10000 MICROSOFT CORP 106468 4234600 18000 AT&T INC 104636 416880 6000 VERIZON COMM 93030 266040 3200 CONSOLIDATED ED 69880 321888 1583 DUKE ENERGY CORP 38717 185290 9500 W E C ENERGY GP 76673 959975 SEE STATEMENT 30346