2023-10-16T08:02:14-05:00 2022-11-30 135420320 Sullivan & Cromwell LLP 125 Broad Street New York NY 100042498 990PF 2021-12-01 223085237 Tina and Richard V Carolan Foundation TINA 9087661040 88 East Main Street 507 Mendham NJ 07945 Tina Carolan Vice-President 9087661040 2023-10-16 1 Tina Carolan 999009999 John A Pontolillo P01210685 2125584000 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 19868005 X X 14025 14025 282258 282258 364345 2567724 364345 660628 660628 50000 25000 25000 83154 83154 0 31184 184 0 164338 108338 25000 922800 922800 1087138 108338 947800 -426510 552290 126544 622744 622744 1330738 1945006 1949426 7222419 5685441 17295835 8679701 8253191 19868005 0 0 X 8679701 8253191 0 0 0 0 8679701 8253191 8679701 8253191 8679701 -426510 0 8253191 0 8253191 1,000 shs Invesco QQQ Trust Series 1 2021-10-15 2022-01-04 395069 367310 27759 27759 1,000 shs Invesco QQQ Trust Series 1 2022-01-11 2022-01-21 356848 385679 -28831 -28831 3,000 shs iShares S&P Small Cap 600 2021-10-15 2022-01-24 314054 339720 -25666 -25666 1,000 shs SPDR Trust 2005-06-14 2022-04-11 441850 120750 321100 321100 1,200 shs SPDR Blackstone GSO Senior Loan 2021-08-19 2022-10-11 49296 54886 -5590 -5590 1,500 shs SPDR Blackstone GSO Senior Loan 2021-08-23 2022-10-11 61620 68752 -7132 -7132 2,800 shs SPDR Blackstone GSO Senior Loan 2021-09-10 2022-10-11 115025 128527 -13502 -13502 200 shs Generac Holdings Inc 2022-03-22 2022-05-05 51338 64830 -13492 -13492 275 shs S&P Global Inc 2021-10-15 2022-05-05 95172 122715 -27543 -27543 1,600 shs Charles Schwab Corp New 2021-10-15 2022-07-26 97599 128914 -31315 -31315 1,100 shs iShares S&P Small Cap 600 2020-04-23 2022-01-24 115153 63962 51191 51191 1,100 shs iShares S&P Small Cap 600 2020-04-27 2022-01-24 115153 67878 47275 47275 1,100 shs iShares S&P Small Cap 600 2020-04-28 2022-01-24 115153 69380 45773 45773 1,100 shs iShares S&P Small Cap 600 2020-05-26 2022-01-24 115153 73293 41860 41860 60 shs Organon & Co 2012-10-09 2022-01-05 1876 1313 563 563 60 shs Organon & Co 2020-04-14 2022-01-05 1876 2323 -447 -447 1,800 shs Vanguard International Equity Index Fund 2020-11-13 2022-05-20 75293 84624 -9331 -9331 1,200 shs Vanguard International Equity Index Fund 2020-11-27 2022-05-20 50196 58523 -8327 -8327 364345 7677 0 7677 0 7677 14777 0 0 0 14777 0 7100 7100 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 NONE 0 NONE 0 0 17445751 2164705 0 19610456 0 0 19610456 294157 19316299 965815 965815 7677 7677 958138 0 958138 0 958138 947800 0 947800 958138 894315 0 0 947800 894315 0 0 53485 0 0 0 0 0 0 0 0 904653 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. American Red Cross 430 17th Street NW Washington DC 20006 None 501(c)(3) Red Cross Ukraine Efforts 10000 ANCA Endowment Fund 1711 N Street NW Washington DC 20036 None 501(c)(3) Educational and charitable programs 50000 ANCA Endowment Fund 1711 N Street NW Washington DC 20036 None 501(c)(3) Software and technical upgrades 50000 Armenian Apostolic Church of America Eastern Prelacy 138 East 39th Street New York NY 10016 None 501(c)(3) To support Armenian schools in Lebanon 50000 Armenian Cultural Foundation 104 N Belmont Street Suite 300 Glendale CA 91206 None 501(c)(3) Building upgrades 50000 Benthic Ecology and Coral Restoration Lab (University of Miami) 1320 S Dixie Highway Suite 100R Coral Gables FL 33146 None 501(c)(3) Program of coral restoration and to establish the Carolan Foundation Fellowship 35000 Bernardsville Law Enforcement Foundation PO Box 532 Bernardsville NJ 07924 None 501(c)(3) Upgrade and repair shooting range 50000 Best Buddies 100 Southeast Second Street Suite 2200 Miami FL 33131 None 501(c)(3) Salesforce Software Upgrade Program 75000 Big Brothers Big Sisters 4101 Ravenswood Road Suite 202 Ft Lauderdale FL 33312 None 501(c)(3) Youth Outreach program 20000 Foundation Cycling NYC Inc 210 East 77th Street New York NY 10075 None 501(c)(3) Programs for rider development 10000 Hilton Head Cycling Inc 18 Big Woods Drive Hilton Head SC 29926 None 501(c)(3) To support cycling racing team expenses 10000 Long Beach Township Police Department 6805 Long Beach Boulevard Brant Beach NJ 08008 None 501(c)(3) Community policing 50000 Memorial Sloan Kettering Cancer Center 885 Second Avenue 8th Floor New York NY 10017 None 501(c)(3) The fourth installment of a five year pledge for biomarker research 50000 Naples Therapeutic Riding Center 206 Ridge Drive Naples FL 34108 None 501(c)(3) Training and development 25000 Naples Therapeutic Riding Center 206 Ridge Drive Naples FL 34108 None 501(c)(3) Kentucky Derby event 2800 New Jersey Interscholastic Cycling League PO Box 713 Cologne NJ 08213 None 501(c)(3) Equipment purchase and upgrade 50000 Our Lady of Perpetual Help Church 111 Clearmont Road Bernardsville NJ 07924 None 501(c)(3) Capital Campaign Challenge 50000 Royal Palm Academy 16100 Livingston Road Naples FL 34110 None 501(c)(3) Equipment upgrades 25000 Stafford Township PBA Local 297 PO Box 746 Manahawkin NJ 08050 None 501(c)(3) Program of community policing 10000 Team Type 1 Foundation 2144 Hills Avenue Suite A Atlanta GA 30318 None 501(c)(3) Global Ambassador Scholarship Program and TT1 Athletics Program 200000 USA Cycling Foundation 210 USA Cycling Point Suite 100 Colorado Springs CO 80919 None 501(c)(3) Centers of Excellence program 50000 922800 0 14 14025 14 282258 18 364345 0 660628 0 660628 0 0 0 0 0 0 0 0 0 0 1,000 shs Abbott Laboratories 33694 107580 700 shs Accenture PLC 186747 210651 2,400 shs Alphabet, Inc 75925 243480 1,400 shs Amazon.Com,Inc. 61320 135156 1,800 shs Amphenol Corp. New Class A 15708 144774 2,000 shs Apple Inc. 25553 296060 3,000 shs Bank of America Corporation 91184 113550 2,900 shs Blackstone Group, Inc. 92245 265437 1,000 shs Chevron Corporation 97942 183310 1,000 shs Coca-Cola Company 31325 63610 350 shs Costco Wholesale Corp New 35855 188738 1,000 shs CVS Health Corporation 66540 101880 800 shs Danaher Corp. 30778 218728 615 shs The Walt Disney Company 71385 60190 1,200 shs Fiserv Inc. 38933 125232 1,000 shs Fortive Corp. 46728 67550 550 shs Home Depot Inc. 37863 178195 700 shs Honeywell International Inc. 32682 153685 1,200 shs JP Morgan Chase & Co. 43185 165816 500 shs Johnson & Johnson 35530 89000 1,000 shs Marsh & McLennan Cos. Inc. 41479 173180 360 shs MasterCard Inc. 100862 128304 1,200 shs Merck & Co., Inc. 73616 132144 1,000 shs Microsoft Corporation 148239 255140 600 shs The Procter & Gamble Company 32212 89496 2,100 shs The Trade Desk, Inc. 12525 109494 575 shs Visa Inc. Class A 108496 124775 3,600 shs Williams Cos. Inc. 75667 124920 32,000 shs SPDR S&P 500 ETF 3941223 13045760 Investment management fees (10581009150) 36392 36392 0 Investment management fees (10583874060) 46762 46762 0 Excise tax fiscal year ended 11-30-21 31000 0 0 Foreign taxes withheld 184 184 0