2024-10-03T08:28:54-05:00 2023-11-30 135420320 Sullivan & Cromwell LLP 125 Broad Street New York NY 100042498 990PF 2022-12-01 223085237 Tina and Richard V Carolan Foundation TINA 9087661040 88 East Main Street 507 Mendham NJ 07945 Tina Carolan Vice-President 9087661040 2024-10-03 1 0 John A Pontolillo P01210685 2125584000 2022 2024-10-15 13:58:12Z X 21929497 X 1000000 45685 45685 354341 354341 10126519 15133401 10126519 11526545 10526545 65000 25000 40000 12000 0 12000 96687 96687 0 173687 121687 52000 1023500 1023500 1197187 121687 1075500 10329358 10404858 622744 1272244 1272244 1945006 1540942 1540942 0 3370301 3418936 5685441 11009802 14266079 0 1389260 1431296 8253191 18582549 21929497 0 0 X 8253191 18582549 0 0 0 0 8253191 18582549 8253191 18582549 8253191 10329358 0 18582549 0 18582549 BNY Mellon 1900 2022-12-01 2023-11-30 215820 239340 -23520 -23520 BNY Mellon 2000 2022-12-01 2023-11-30 75626 78560 -2934 -2934 BNY Mellon 9150 2022-11-29 2023-11-30 53067 71385 -18318 -18318 BNY Mellon 4060 2022-11-29 2023-11-30 200170 60375 139795 139795 BNY Mellon 1900 2022-11-29 2023-11-30 4500964 1664464 2836500 2836500 BNY Mellon 2000 2022-11-29 2023-11-30 10083850 2892758 7191092 7191092 Non dividend distributions 2022-11-29 2023-11-30 3904 3904 3904 10126519 144628 0 144628 0 144628 7739 0 140000 0 147739 9 3102 3102 0 0 0 0 0 0 0 0 0 0 0 1 1 NJ 1 0 0 0 0 1 N/A Tina Carolan 9087664010 88 Main Street Suite 507 Mendham NJ 07945 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Tina Carolan 88 East Main Street Mendham NJ 07945 President 0.25 0 0 0 Richard C Carolan 88 East Main Street Mendham NJ 07945 Vice-President and Treasurer 0.50 50000 0 0 Kimberly Carolan-Faga 88 East Main Street Mendham NJ 07945 Vice President and Secretary 0.25 0 0 0 Alana Carolan 88 East Main Street Mendham NJ 07945 Director of Donor Relations 0.50 15000 0 0 NONE 0 NONE 0 0 17231986 3195345 0 20427331 0 0 20427331 306410 20120921 1006046 1006046 144628 144628 861418 0 861418 0 861418 1075500 0 1075500 861418 904653 0 0 1075500 904653 0 0 170847 0 0 0 0 0 0 0 0 690571 0 0 0 Tina Carolan Tina and Richard V Carolan 88 East Main Street Suite 507 Mendham NJ 07945 9087664010 Applications are accepted in letter form and should include evidence of the applicant's tax status or a statement that its status had not changed since it last filed a grant request with the Foundation. No Submission Deadlines No Restrictions or Limitations on Awards. Armenian Apostolic Church of America Eastern Prelacy 138 East 39th Street New York NY 10016 None 501(c)(3) Humanitarian Relief Efforts 100000 Armenian Apostolic Church of America Eastern Prelacy 138 East 39th Street New York NY 10016 None 501(c)(3) Earthquake Relief Effort 100000 Best Buddies 100 Southeast Second Street Suite 2200 Miami FL 33131 None 501(c)(3) Support Best Buddies Living 100000 Big Brothers Big Sisters of Broward 4101 Ravenswood Road Suite 202 Ft Lauderdale FL 33312 None 501(c)(3) Youth outreach through suites at the Miami Marlins games 20000 Foundation Cycling Foundation Inc 2216 Windsong Court Safety Harbor FL 34695 None 501(c)(3) Contribute to the American Cycling Elite Team 10000 Foundation Cycling New York Inc 210 East 77th Street 8EF New York NY 10075 None 501(c)(3) Support Foundation's new rider development program 10000 Foundation for Morristown Medical Center 475 South Street Morristown NJ 07960 None 501(c)(3) Purchase of a Zeiss Kinevo 900 Robotic Visualization System 200000 Long Beach Township PBA 373 6805 Long Beach Boulevard Brant Beach NJ 08008 None 501(c)(3) Support Community Police Services 38500 Magic City K9 Inc 4425 Southwest 74th Avenue Miami FL 33155 None 501(c)(3) Support and expand services and equipment needs for the prisoners and dogs 25000 Memorial Sloan Kettering Cancer Center 885 Second Avenue 8th Floor New York NY 10017 None 501(c)(3) The fifth installment of a five year pledge for biomarker development research 50000 New Jersey Interscholastic Cycling League PO Box 713 Cologne NJ 08213 None 501(c)(3) Equipment purchases and upgrades 50000 Rescue a Reef 1320 South Dixie Highway Suite 100 R Coral Gables FL 33146 None 501(c)(3) Student Fellowship master and undergrad program and Reef Restoration 35000 Stafford Township PBA Local 297 PO Box 746 Manahawkin NJ 08050 None 501(c)(3) DARE Program 10000 Star Track Cycling 120 Fifth Avenue 4th Floor New York NY 10111 None 501(c)(3) Equipment and clothing for Star Track athletes 15000 Team Type 1 Foundation 2144 Hills Avenue Suite A Atlanta GA 30318 None 501(c)(3) Team support and Global Ambassador Scholarship Program 150000 Town of Miami Lakes 6601 Main Street Miami Lakes FL 33014 None 501(c)(3) Miami Lakes License Plate Recognition (LPR) Public Safety Net 35000 USA Cycling Foundation 210 USA Cycling Point Colorado Springs CO 80919 None 501(c)(3) Support the USA Cycling Team Van and Centers of Excellence 75000 1023500 0 14 45685 14 354341 18 10126519 0 10526545 0 10526545 0 0 0 0 0 0 0 0 0 0 X X 1 Tina Carolan 88 East Main Street Suite 507 Mendham NJ 07945 1000000 X $45,000 Abbvie Inc. 3.2% 11/21/29 39860 40860 $45,000 Amazon.com Inc. 1.65% 05/12/28 38808 39740 $45,000 Amgen Inc. 3.375% 02/21/50 29921 31194 $40,000 Anheuser-Busch Inbev 4.9% 02/01/46 35571 37040 $40,000 Apple Inc. 4.375% 05/13/45 34961 36360 $45,000 Arrow Electronics Inc. 2.95% 02/15/32 35376 36673 $55,000 AT&T Inc. 4.55% 03/09/49 42260 44582 $30,000 Banco Santander SA 2.746% 05/28/25 28281 28538 $50,000 Bank of America Corp. 3.95% 04/21/25 48314 48775 $30,000 BP Capital Markets 2.721% 01/12/32 23961 25305 $35,000 Broadcom Corp. 3.5% 01/15/28 31926 32777 $45,000 Citigroup Inc. 4.45% 09/29/27 42408 43092 $25,000 Citizens Bank NA 2.25% 04/28/25 23130 23562 $25,000 Comcast Corp. 5.35% 11/15/27 25034 25485 $35,000 Costco Wholesale Corp. 1.6% 04/20/30 27725 29120 $45,000 CVS Health Corp. 4.78% 03/25/38 37912 40379 $40,000 Deutsche Bank NY 2.552% 01/07/28 35042 35757 $40,000 eBay Inc. 1.9% 03/11/25 37821 38166 $40,000 Fiserv Inc. 3.5% 07/01/29 35782 36549 $45,000 Goldman Sachs Group Inc. 6.75% 10/01/37 44408 47279 $30,000 Home Depot Inc. 1.375% 03/15/31 22392 23604 $50,000 HSBC Holdings PLC Floating Rate 08/18/31 38761 40021 $25,000 JB Hunt Transport Services 3.875% 03/01/26 23995 24253 $50,000 JPMorgan Chase & Co. Variable 06/14/30 46861 47904 $25,000 KLA Corp. 4.65% 07/15/32 23415 24566 $35,000 Kroger Co. 1.7% 01/15/31 26544 27253 $30,000 Lam Research Corp. 4% 03/15/29 28329 28906 $40,000 Lloyds Banking Group PLC 2.438% 02/05/26 37888 38274 $30,000 Meta Platforms Inc. 4.45% 08/15/52 24187 25650 $55,000 Microsoft Corp. 2.525% 06/01/50 32536 35404 $45,000 Morgan Stanley Floating Rate 05/04/27 40131 40800 $25,000 Oracle Corp. 1.65% 03/25/26 22660 23037 $35,000 Oracle Corp. 3.9% 05/15/35 28139 29957 $30,000 Pfizer Investment Enter 4.65% 05/19/30 28834 29434 $30,000 Prudential Financial Inc. 4.35% 02/25/50 23653 24324 $40,000 Royal Bank of Scotland Group PLC 5.076% 01/27/30 37436 38255 $45,000 Takeda Pharmaceutical 2.05% 03/31/30 36398 37239 $35,000 T-Mobile USA Inc. 3.875% 04/15/30 31253 32148 $30,000 Total System Services 4.8% 04/01/26 28948 29409 $35,000 Toyota Motor Credit Corp. 1.8% 02/13/25 33271 33619 $50,000 UBS Group AG 3.75% 03/26/26 48137 48512 $30,000 UnitedHealth Group Inc. 1.15% 05/15/26 26991 27494 226 shs Abbvie Inc. 33774 32180 71 shs Align Technology Inc. 18954 15180 755 shs Alphabet, Inc 105878 101110 533 shs Amazon.Com,Inc. 70144 77866 160 shs American International Group Inc. 9899 10530 90 shs Ametek Inc. New 13496 13971 71 shs Aon PLC 23166 23323 551 shs Apple Inc. 98204 104662 169 shs Applied Materials Inc. 24058 25313 161 shs Ares Management Corporation 17546 18072 138 shs Assurant Inc. 20602 23187 830 shs AT&T Inc. 12873 13753 120 shs Becton Dickinson & Co. 30945 28342 147 shs Berkshire Hathaway Inc. Del Class B 51008 52920 150 shs Bio-Techne Corp. 10121 9435 78 shs Bunge Global SA 7957 8570 120 shs CF Industries Holdings Inc. 10080 9018 580 shs Chewy Inc. 9673 10104 26 shs Cintas Corp. 13432 14385 600 shs Cisco Systems Inc. 32732 29028 167 shs CME Group Inc. 36709 36466 210 shs Coca-Cola Company 11718 12272 190 shs Constellation Energy 21945 22998 230 shs Costar Group Inc. 18591 19099 320 shs CRH PLC 18762 20080 146 shs Danaher Corp. 30605 32603 170 shs The Walt Disney Company 14354 15757 300 shs Dominion Resources Inc. VA New 14227 13602 101 shs Eaton Corp. 21431 22997 440 shs EQT Corporation 18847 17582 38 shs Everest Re Group Ltd. 15232 15601 630 shs Exelon Corp. 25174 24261 263 shs Exxon Mobil Corp. 28798 27021 520 shs Freeport-McMoRan Copper & Gold Inc. 18505 19406 310 shs General Motors Co. 9196 9796 48 shs Goldman Sachs Group Inc. 14954 16394 190 shs Howmet Aerospace Inc. 8477 9994 45 shs Hubspot Inc. 20631 22227 71 shs Illumina Inc. 9003 7238 290 shs Ingersoll Rand Inc. 18879 20715 250 shs Intel Corp. 9132 11175 820 shs International Game Technology PLC 25277 21919 460 shs Interpublic Group of Companies Inc. 13385 14140 40 shs Intuitive Surgical Inc. 10905 12434 246 shs JP Morgan Chase & Co. 36462 38396 660 shs Kenvue Inc. 12696 13490 280 shs Las Vegas Sands Corp. 12527 12914 74 shs Eli Lilly & Co. 45184 43737 29 shs Lululemon Athletica Inc. 11813 12957 133 shs Marathon Petroleum Corp. 20029 19842 350 shs Medtronic PLC 25007 27745 386 shs Microsoft Corporation 128547 146259 250 shs Morgan Stanley 19511 19835 56 shs Northrop Grumman Corp. 27171 26609 137 shs NVIDIA Corp. 62780 64075 240 shs Occidental Petroleum Corp. 15400 14196 107 shs Progressive Corp. Ohio 16691 17551 78 shs Renaissance Re Holdings Ltd. 16872 16720 55 shs Repligen Corp. 8221 8649 49 shs Roper Industries Inc. 24582 26374 79 shs Ross Stores Inc. 9021 10300 430 shs Sanofi-Aventis ADR 23530 20103 124 shs Sarepta Therapeutics Inc. 14537 10079 590 shs Schlumberger Ltd. 34921 30704 240 shs Shell PLC 16288 15792 160 shs Shopify Inc. 9527 11651 250 shs Square Inc. 10942 15858 74 shs Trane Technologies PLC 15415 16680 250 shs Uber Technologies Inc. 10962 14095 59 shs UnitedHealth Group Inc. 32094 32625 110 shs Veralto Corporation 7878 8498 120 shs Voya Financial Inc. 8038 8581 26,099 shs BNY Mellon International Stock Fund 552516 594796 19,422 shs DFA Emerging Markets Core Equity 407668 425148 27,910 shs GQG Partners Emerging Markets Equity Fund 408323 426186 10,383 shs iShares Core S&P Midcap 400 Index ETF 2544755 2658671 19,804 shs iShares Core S&P Smallcap 600 ETF 1828317 1905937 7,970 shs iShares MSCI EAFE Index Fund ETF 550780 577187 5,630 shs SPDR Dow Jones Industrial Average ETF 2003428 2026800 8,502 shs SPDR S&P 500 ETF 988090 3880313 3370301 3418936 0 0 Sullivan & Cromwell LLP 12000 0 12000 Investment management fees (4060) 25745 25745 0 Investment management fees (9150) 20483 20483 0 Investment management fees (1900) 20385 20385 0 Investment management fees (2000) 29543 29543 0 Other investment expenses 531 531 0