2025-05-05T08:43:20-05:00 2024-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2024-01-01 880845968 Mount Holly Charitable Foundation % Foundation Source MOUN 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 TED MCCOURTNEY PRESIDENT 8008391754 2025-04-28 true true Jeffrey D Haskell P01345770 8008391754 2024 2025-03-06 01:10:19Z X 20633118 X 9366504 439 439 233190 233190 24203 47112 24203 9624336 257832 0 115445 115445 2400 36276 36276 154121 115445 36276 500000 500000 654121 115445 536276 8970215 142387 44951 120661 120661 10197856 19092361 20512457 10242807 19213022 20633118 0 0 X 10242807 19213022 10242807 19213022 10242807 19213022 10242807 8970215 19213022 19213022 Publicly-traded Securities 47112 22909 24203 24203 24203 1979 1979 1979 1544 0 1544 X 0 435 false false false false false false false true true DE NY true false true false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false Chris McCourtney Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Tracy McCourtney Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, VP 1.0 0 0 0 Theo Henry McCourtney III Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Theo Henry McCourtney Jr Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres 1.0 0 0 0 Lindsey McPhee Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir 1.0 0 0 0 Ashley Murphy Foundation Source 501 Silverside Rd Wilmington DE 198091377 Sec, Treas, Dir 1.0 0 0 0 Rockefeller Capital Management PO Box 145458 CINCINNATI OH 45250 Investment Mgmt 115445 13171614 65219 0 13236833 0 13236833 198552 13038281 651914 651914 1979 1979 649935 649935 649935 536276 0 0 0 0 536276 649935 495874 331963 827837 536276 536276 0 113659 113659 714178 0 714178 382215 331963 THEO HENRY MCCOURTNEY JR Tracy McCourtney X BLYTHEDALE CHILDREN'S HOSPITAL 95 BRADHURST AVE VALHALLA NY 10595 N/A PC General & Unrestricted 60000 BRIDGE FUND OF NEW YORK INC 271 MADISON AVE STE 907 NEW YORK NY 10016 N/A PC General & Unrestricted 10000 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK 1011 1ST AVE 11TH FL NEW YORK NY 10022 N/A PC General & Unrestricted 10000 CATHOLIC RELIEF SERVICES INC PO BOX 5278 HARLAN IA 52772 N/A PC General & Unrestricted 15000 CHILD CARE COUNCIL OF WESTCHESTER INC 313 CENTRAL PARK AVE SCARSDALE NY 10583 N/A PC General & Unrestricted 60000 COMMUNITY CENTER OF NORTHERN WESTCHESTER INC 84 BEDFORD RD KATONAH NY 10536 N/A PC General & Unrestricted 20000 CORNELIA CONNELY CENTER FOR EDUCATION 220 E 4TH ST NEW YORK NY 10009 N/A PC General & Unrestricted 35000 EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC PO BOX 3886 NEW YORK NY 10163 N/A PC General & Unrestricted 50000 FRIENDS OF KAREN INC 118 TITICUS RD NORTH SALEM NY 10560 N/A PC General & Unrestricted 10000 GRACE ACADEMY INC 457 MAIN ST HARTFORD CT 06103 N/A PC General & Unrestricted 65000 MEMORIAL SLOAN-KETTERING CANCER CENTER PO BOX 5028 HAGERSTOWN MD 21741 N/A PC General & Unrestricted 5000 NEIGHBORS LINK CORP 27 COLUMBUS AVE MOUNT KISCO NY 10549 N/A PC General & Unrestricted 10000 NORTHERN WESTCHESTER HOSPITAL ASSOCIATION 400 EAST MAIN ST MOUNT KISCO NY 10549 N/A PC General & Unrestricted 10000 NPH-USA 20 N WACKER DR ST 4000 CHICAGO IL 60606 N/A PC General & Unrestricted 100000 PROMISE PROJECT INC 121 AVE OF THE AMERICAS FL 6 NEW YORK NY 10013 N/A PC General & Unrestricted 10000 SANCTUARY FOR FAMILIES INC PO BOX 1406 WALL STREET STA NEW YORK NY 10268 N/A PC General & Unrestricted 15000 ST JUDE CHILDRENS RESEARCH HOSPITAL INC 501 ST JUDE PL MEMPHIS TN 38105 N/A PC General & Unrestricted 5000 THE WINDWARD SCHOOL 40 W RED OAK LN WHITE PLAINS NY 10604 N/A PC General & Unrestricted 10000 500000 14 439 14 233190 18 24203 257832 257832 false false false false false false false false false false X X 1 McCourtney Family 2022 CLAT 200 Katonah Avenue Katonah NY 105362175 2613660 X X 2 McCourtney Family 2023 CLAT 200 Katonah Avenue Katonah NY 105362175 5330434 X X 3 McCourtney Family 2024 CLAT 200 Katonah Avenue Katonah NY 105362175 922410 X X 4 McCourtney Jr Ted 200 Katonah Avenue Katonah NY 105362175 500000 X 1 MICROSOFT CORP MSFT, 1630 sh. 734959 2024-06-28 1 JOHNSON & JOHNSON JNJ, 1080 sh. 158069 2024-06-28 1 INTEL CORP INTC, 3350 sh. 103900 2024-06-28 1 IDEXX CORP IDXX, 500 sh. 245295 2024-06-28 1 CVS CAREMARK CORP CVS, 1390 sh. 82330 2024-06-28 1 COGNEX CORPORATION CGNX, 2730 sh. 127723 2024-06-28 1 CISCO SYSTEMS INC CSCO, 4780 sh. 227528 2024-06-28 1 CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 970 sh. 159589 2024-06-28 1 APPLE INC AAPL, 3630 sh. 773862 2024-06-28 2 MICROSOFT CORP MSFT, 1290 sh. 546567 2024-12-31 2 JOHNSON & JOHNSON JNJ, 2730 sh. 393092 2024-12-31 2 FS KKR CAPITAL CORP FSK, 33970 sh. 739187 2024-12-31 2 DOUBLELINE INCOME SOLUTIONS FUND DSL, 68150 sh. 857327 2024-12-31 2 CISCO SYSTEMS INC CSCO, 8790 sh. 519225 2024-12-31 2 BLACKROCK EQ DIVIDEND A MDDVX, 26520 sh. 500432 2024-12-31 2 APPLE INC AAPL, 4540 sh. 1141152 2024-12-31 2 CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 3390 sh. 633184 2024-12-31 3 MICROSOFT CORP MSFT, 460 sh. 194900 2024-12-31 3 JOHNSON & JOHNSON JNJ, 580 sh. 83514 2024-12-31 3 INTEL CORP INTC, 2450 sh. 49343 2024-12-31 3 IDEXX CORP IDXX, 190 sh. 78855 2024-12-31 3 COGNEX CORPORATION CGNX, 1410 sh. 50795 2024-12-31 3 CISCO SYSTEMS INC CSCO, 1870 sh. 110461 2024-12-31 3 CVS CAREMARK CORP CVS, 1150 sh. 51031 2024-12-31 3 APPLE INC AAPL, 970 sh. 243814 2024-12-31 3 CHECK POINT SOFTWARE TECHNOLOGIES LTD CHKP, 310 sh. 57902 2024-12-31 APPLE INC 4597580 5799727 BLACKROCK EQ DIVIDEND A 802219 797648 CHECK POINT SOFTWARE TECHNOLOG 1632706 1872601 CISCO SYSTEMS INC 1976058 2251968 COGNEX CORPORATION 599023 488772 CVS CAREMARK CORP 498304 311088 DOUBLELINE INCOME SOLUTIONS FU 1354946 1368622 FS KKR CAPITAL CORP 1077882 1103593 IDEXX CORP 1102430 913702 INTEL CORP 567693 312379 JOHNSON & JOHNSON 1395615 1321827 MICROSOFT CORP 3487905 3970530 Administrative Fees 34873 34873 Postage/Delivery Service 1378 1378 State or Local Filing Fees 25 25 Investment Management Services 115445 115445 McCourtney Family 2024 CLAT 200 Katonah Avenue Katonah NY 105362175 990-PF Estimated Tax for 2024 1500 990-PF Extension for 2023 900