2025-05-15T18:41:19-04:00 2024-12-31 HOFFMAN MULLIGAN CPAS LLP 61 BROADWAY - SUITE 1601 NEW YORK NY 100062756 990PF 2024-01-01 137308483 PINE TREE FOUNDATION OF NEW YORK % JANET L MULLIGAN PINE 61 Broadway Suite 1601 New York NY 10006 SZLVIA TANENBAUM PRESIDENT 2125831100 2025-05-13 true true JANET MULLIGAN CPA P00850378 2125831100 2025-05-12 2024 2025-03-06 01:10:19Z X 31161380 X 0 X 209345 209345 911198 911198 562961 1502036 562961 1683504 772306 911198 57780 57780 7050 3525 0 3525 106150 106150 9296 1296 37320 37320 217596 110971 0 98625 1471588 1471588 1689184 110971 0 1570213 -5680 661335 911198 316768 171198 171198 5715475 5854581 11376072 5378303 5314605 19614110 11410546 11340384 31161380 0 0 X 11410456 11340384 11410456 11340384 11410456 11340384 11410456 -5680 90 11404866 64482 11340384 1,400 SHS OF FIS CUSIP 31620M106 P 2023-09-19 2024-06-24 106125 81266 24859 24859 1,000 SHS OF UL CUSIP XXX-XX-XXXX P 2023-03-23 2024-02-07 49192 51226 -2034 -2034 40,000 SHS OF BANK NY MELLON CORP CUSIP 06406HCS5 P 2019-05-16 2024-02-05 40000 40000 100,000 SHS OF BRKB CUSIP 0846701702 P 2012-12-17 2024-12-31 41812 8995 32817 32817 400 SHS OF BN CUSIP 11271J107 P 2023-01-12 2024-09-27 21352 14101 7251 7251 6,700 SHARES OF DIAMOND OFFSHORE CUSIP 11271J107 P 2022-06-03 2024-06-10 102943 53045 49898 49898 36,000 SHS OF EASTMAN CHEM CUSIP 27799ACC7 P 2019-06-28 2024-08-14 35757 36188 -431 -431 12,000 SHS OF EXPRESS SCRIPTS CUSIP 30299BNP3 P 2017-02-15 2024-02-22 11879 12072 -193 -193 50,000 SHS OF GOLDMAN SACHS GRP NOTE CUSIP 30299BNP3 P 2021-08-11 2024-08-12 50000 50000 35,000 SHS OF KINDER MORGAN CUSIP 494550BV7 P 2017-04-25 2024-09-03 35000 35000 50,000 SHS OF LABCORP HOLDINGS CUSIP 50540RAV4 P 2021-12-14 2024-09-16 49659 50088 -429 -429 25 SHS OF LIN CUSIP G54950103 P 2020-08-27 2024-10-23 11988 6296 5692 5692 40,000 SHS OF MARATHON OIL CORP CUSIP 56599AHF6 P 2019-07-09 2024-12-12 39946 40783 -837 -837 45,000 SHS OF MCORMICK CUSIP 579780AM9 P 2020-11-18 2024-08-15 45000 45000 1,700 SHS OF MONDELEZ CUSIP XXX-XX-XXXX P 2016-11-10 2024-06-24 115626 71657 43969 43969 50,000 SHS OF NEXTERA ENERGY CUSIP 65339KCD0 2022-03-17 2024-03-21 50000 49997 3 3 300 SHS OF PGR CUSIP XXX-XX-XXXX P 2025-01-08 2024-12-31 74818 8249 66569 66569 275 SHS OF TMUS CUSIP XXX-XX-XXXX P 2017-10-05 2024-12-31 58162 17034 41128 41128 1,076 SHS OF TXN CUSIP XXX-XX-XXXX P 2013-06-17 2024-12-31 213968 38688 175280 175280 2,875 SHS OF TXT CUSIP XXX-XX-XXXX P 2017-05-19 2024-12-31 253783 134390 119393 119393 50,000 SHS TORONTO DOMINION CUSIP 89114TZF2 P 2021-09-07 2024-03-26 50026 50000 26 26 45,000 SHS OF WALGREENS BOOTS ALLIANCE CUSIP 931427AH1 P 2020-12-17 2024-11-18 45000 45000 562961 9193 9193 9193 9168 0 9168 X 138 163 false false false false false false false true true NY true false false false true true JANET L MULLIGAN 2125831100 C/O HOFFMAN MULLIGAN 61 BDWAY STE new york NY 10006 false false false false false false false false false false true false false false false false false false false false false false SZLVIA SZMUK TANENBAUM 1095 PARK AVENUE NEW YORK NY 10128 TRUSTEE 0 0 0 0 KENNETH GLIEDMAN 171 W79TH STREET NEW YORK NY 10024 TRUSTEE 5.0 57780 0 0 NEUBERGER BERMAN PO BOX 145443 CINCINNATI OH 45250 INVESTMENT ADVISORY 106150 11197457 318579 19710170 31226206 0 31226206 468393 30757813 1537891 1537891 9193 9193 1528698 1528698 1528698 1570213 0 0 0 0 1570213 1528698 1479193 2022 2021 2020 100859 0 0 1570213 1479193 91020 0 0 0 0 100859 100859 1437678 0 0 NA X BROOKLYN HISTORY CENTER 128 PIERREPONT STREET BROOKLYN NY 11201 NONE PC GRADES 4-12 DO ARCHIVAL RESEARCH THAT LEADS TO EXHIBITIONS 10000 QUEENS COLLEGE FOUNDATION 65-30 KISSENA BLVD FLUSHING NY 11367 NONE PC CALIGRAPHY CLASS: PILOT CLASS MLIS SUMMMER BOOK LAB SCHOLARSHIPS 18750 RARE BOOK SCHOOL PO BOX 400103 CHARLOTTESVILLE VA 22906 NONE PC SCHOLARSHIP FUND ANNUAL FUND 75000 BIBLIOGRAPHICAL SOCIETY OF AMERICA 233 E 70 TH ST NEW YORK NY 10023 NONE PC FELLOWSHIP IN HISPANIC BIBLIOGRAPHY CHARLES J TANENBAUM FELLOW CARTOGRAPHIC BIBLIOGRAPHY SOCIAL MEDIA TEMPLATE FOR INSTAGRAM MEMBERSHIP FUND ANNUAL FUND 16500 MORGAN LIBRARY 226 MADISON AVENUE NEW YORK NY 10016 NONE PC CONSERVATION FELLOWSHIP ANNUAL SUPOPORT: ASSOCIATION OF FELLOWS 75850 PORT WASHINGTON LIBRARY FOUNDATION ONE LIBRARY DRIVE PORT WASHINGTON NY 11050 NONE PC BOOKS FOR DESSERT ADULT LITERACY FOR INTELLECTUAL CHALLENGED 15000 AMERICAN ANTIQUARIAN SOCIETY 185 SALISBURY STREET WORCESTER MA 01609 NONE PC ACCESSIBILITY AND PRESERVATION OF HAWAIIAN LANGUAGE MATERIALS ANNUAL FUND 33937 BOOK-A-DAY PROGRAM 513 SOUTH MELVILLE STREET PHILADELPHIA NY 19143 NONE PC ONIGIRI BOOK PHASE II 6280 HISPANIC SOCIETY MUSEUM AND LIBRARY 3741 BROADWAY NEW YORK NY 10032 NONE PC MANUSCRIPTS AND RARE BOOKS ANNUAL FUND 19500 INTERNATIONAL RESCUE COMITTTEE 12 EAST 42ND STREET NEW YORK NY 10168 NONE PC EDUCATIONAL PROGRAMS & GENERAL SUPPORT ADDITIOINAL FUNDS EARMARKED FOR EDUCATION 100000 LIBRARY OF AMERICA 14 EAST 60TH STREET NEW YORK NY 10022 NONE PC ENVIROMENTAL BOOKS FOR CLASSROOM USE ANNUAL FUND 5500 THE GROLIER CLUB 47E 60TH STREET NEW YORK NY 10022 NONE PC THIS IS 3 YEAR PILOT PROJECT 33256 CENTER FOR BOOK ARTS 28 WEST 27TH STREET NEW YORK NY 10001 NONE PC QC BOOK LAB 2025 COLLECTIONS STEWARDSHIP & ADVANCEMENT ANNUAL FUND MEMBERSHIP 73000 NY PRESBYTERIAN DEPT OF SURGERY HERBERT PAVILLION 630 W 168TH STREET NEW YORK NY 10032 NONE PC SCORE TOTAL OF GRANTS: 47,221 BEHIND THE KNIFE: ORAL BOARD REVIEW COURSE TRUE LEARN RESIDENT IN-SERVICE JOURNAL OF MEDICAL INSIGHT 51480 92ND STREET Y 1395 LEEXINGTON AVENUE NEW YORK NY 10128 NONE PC TEEN PRODUCCERS 34000 PARIS REVIEW FOUNDATION 544 WEST 27TH STREET FL 3 NEW YORK NY 10001 NONE PC WRITERS AT WORK: INTERVIEW WITH WRITERS 5000 EDDUCATION THROUGH MUSIC 122 EAST 42ND STREET 1501 NEW YORK NY 10168 NONE PC MUSIC AND LITERACY IN NYC SCHOOL PARTNERSHIP PROGRAMS 20000 PORT WASHINGTON PARENT RESOURSCE CENTER 232 MAIN STREET PORT WASHSINGTON NY 11050 NONE PC OUTREACH PROGRAM: STEPPING STONE CLASSES, SUMMER ENRIVHMENT PROGRAM & SCHOLARSHIP FUND 20000 NATIONAL COUNCIL OF JEWISH WOMEN 2055 L STREET NNW SUITE 650 WASHINGTON DC 20036 NONE PC CHILDREN'S LITERACY PROGRAM 25000 THE BOOK FAIRIES INC 70 NORTH MAIN STREET FREEPORT NY 11520 NONE PC DISTRIBUTE BOOKS TO NEEDY CHILDREN ON LONG ISLAND 20000 UNION SETTLEMENT ASSOCIATION 2089 32RD AVENUE NEW YORK NY 10029 NONE PC EARLY CHILDHOOD EDUCATION LITERACY PROGRAMS FOR ADULTS 150000 GODDARD RIVERSIDE COMMUNITY CENTER 26 WEST 84TH STREET NEW YORK GA 10024 NONE PC TUTORING ALL SUBJECTS 15000 SANCTUARY FOR FAMILIES PO BOX 1406 WALL STREET STATION NEW YORK NY 10024 NONE PC ECONOMIC EMPOWERMENT PROGRAM 25000 STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12553 NONE PC STORM KING ARCHIVES SUPPORT 25000 UCLA CENTER FOR 17TH & 18TH CENTURY STUDIES 3312 ROLFE HALL LOS ANGELES CA 90095 NONE PC DIVERSIFYING THE CLASSICS: LIBRARY OF TRANSLATED HISPNIC CLASSICAL PLAYS 12535 BEHIND THE BOOK 216 WEST 135TH STREET NEW YORK NY 10030 NONE PC GENERAL OPERATING BUDGET / LITERACY PROGRAMS IN 14 NYC TITLE I PUBLIC SCHOOLS 30000 PHILOBIBLON 110 SPROUL HALL BERKELEY CA 94720 NONE PC SUPPORT FOR MIGRATING DATABASE 5000 RISING GROUND 151 LAWRENCE STREET BROOKLYN NY 11201 NONE PC PARENT/CHILD & CORE FAMILY CHILD CARE PROGRAM 10000 CYD 240 2ND AVENUE NEW YORK NY 10003 NONE PC BILINGUAL TUTOR 10000 THE CENTER FOR FICTION 15 LAFAYETTE AVENUE BROOKLYN NY 11217 NONE PC BOOKS FOR KID READ/WRITE PROGRAMS 30000 VISITNG NURSE SERVICE 220 EAST 42ND STREET NEW YORK NY 10017 NONE PC PHYSICIAN FELLOWSHIP TRAINING PROGRAM 8500 AMERICAN PHILOSOPHICAL SOCIETY 104 SOUTH 5TH STREET PHILADELPHIA PA 19106 NONE PC ANNUAL FUND FOR LIBRARY 5500 WNET 825 EIGTH AVENUE NEW YORK NY 10019 NONE PC LET'S LEARN BROOKLYN 25000 AMERICAN TRUST FOR THE BRITISH LIBRARY 562 ST MARKS AVENUE BROOKLYN NY 11216 NONE PC ANNUAL FUND 500 NEW YORK PUBLIC LIBRARY 171 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC TILDEN CONSERVATOR 3500 HIGHBRIDGE VOICES CORPORATION 1360 MERRIAM AVENUE BRONX NY 10452 NONE PC LITERACY/MUSIC PROGRAM IN SOUTH BRONX 30000 TANENBAUM CENTER FOR INTERRELIGIOUS UNDERSTANDING 55 BROAD STREET NEW YORK NY 10004 NONE PC FURTHER RESPECT FOR INCLUSION 35000 FOLGER SHAKESPEARE LIBRARY 201 EAST CAPITOL STREET SE WASHINGTON DC 20003 NONE PC ANNUAL FUND FOR THE COLLECTION 8000 LIBRARY COMPANY OF PHILADELPHIA 1314 LOCUST STREET PHILADELPHIA PA 19107 NONE PC ANNUAL FUND/ACQUISITION 5500 NATIONAL HUMANITIES CENTER (NC) 7 TW ALEXANDER DRIVE RESEARCH TEMPLE NC 27709 NONE PC ANNUAL FUND 3000 NEW-YORK HISTORICAL SOCIETY 170 HISTORICAL SOCIETY NEW YORK NY 10024 NONE PC MATCHING GRANT 8000 PHI BETA KAPPA 1606 NEW HAMSPHIRE AVENUE WASHINGTON DC 20009 NONE PC ANNUAL SUPPORT 500 VOLUNTEERS OF AMERICAREGENT FAMILY RESIDENCE 2720 BROADWAY NEW YORK NY 10025 NONE PC ANNUAL FUND 6500 AMERICAN PRINTING HISTORY ASSOCIATION PO BOX 4519 GRAND CENTRAL STATION NEW YORK NY 10163 NONE PC MEMBERSHIP LIEBMAN LECTURE FUND 1250 BOOK CLUB OF CALIFORNIA 312 SUTTER STREET SAN FRANCISCO CA 94108 NONE PC GENERAL SUPPORT 250 PINE NEEDLES FOUNDATION 1095 PARK AVENUE APT 12C NEW YORK NY 10128 NONE PC CHARITABLE CONTRIBUTION 50000 EAST HARLEM TUTORIAL PROGRAM 105 EAST 105TH STREET NEW YORK NY 10029 NONE PC OUT-OF-SCHOOL-TIME PROGRAM: LITERACY EDUCATION 20000 NYCT PINE TREE FUND C/O HOFFMAN MULLIGAN 61 BROADWAY SUITE 1601 NEW YORK NY 10006 NONE PC GENERAL SUPPORT 290000 1471588 14 209345 01 18 562961 LITIGATION SETTLEMENT 772306 772306 false false false false false false false false false false HOFFMAN MULLIGAN, CPAS, LLP 7050 3525 3525 NEUBERGER BERMAN NEUBERGER BERMAN PROVIDES INVESTMENT ADVISORY SERVICES RELATING TO THE MANAGMENT OF THE FOUNDATION'S INVESTMENTS 675 SHS OF LINDE PLC 169995 282602 6800 SHS OF CORTEVA INC 176148 387328 4700 SHS OF KROGER CO 151940 287405 3450 SHS OF MONDELEZ INTL INC 145422 206069 3100 SHS UBER TECHNOLOGIES INC 247409 211120 950 SHS UNILEVER PLC SPON 48664 53865 900 SHS EXPEDIA GROUP INC 115650 167697 4500 SHS EQT CORP 172587 207495 1755 SHS AON PLC SHS CL A 99935 630326 1900 SHS BERKSHIRE HATHAWAY 170925 861233 15900 SHS BROOKFIELD 271382 913446 1000 SHS BUNGE GLOBAL SA 87175 77760 3500 SHS PROGRESSIVE CORP 96240 838635 2150 SHS TRAVELERS COMPANIES 159341 517914 1250 SHS JOHNSON & JOHNSON 124593 180775 300 SHS REGENERON 176626 220822 1100 SHS AVERY DENNISON CORP 106957 205843 2218 SHS HONEYWELL 131715 501024 2275 SHS TEXTRON INC 106343 174015 675 SHS ACCENTURE PLC 211624 237458 325 SHS MICROSOFT CORP 95634 136988 2300 SHS ORACLE CORP 185909 383272 2369 SHS RTX CORPORATION 170847 274141 3525 SHS T-MOBILE US INC 218340 778073 3070 SHS TEXAS INSTRUMENTS INC 110382 575656 50000 SHS BANK MONTREAL 49910 49958 50000 SHS STANLEY BLACK 49933 49809 50000 SHS AMERICAN EXPRESS CO 49950 49847 4000 SHS EASTMAN CHEM CO NOTE 4007 3991 35000 SHS GENERAL MILLS INC 35164 34907 50000 SHS KEYCORP SER Q MTN 50000 50045 50000 SHS JOHN DEERE CAPITAL 49989 49751 45000 SHS WELL FARGO & CO SER 45458 44637 25000 SHS TRANSCANADA PIPELINE 25405 24993 23000 SHS EXPRESS SCRIPTS HLDG 23081 22879 40000 SHS GILEAD SCIENCES INC 40634 39521 35000 SHS LEGG MASON INC NOTE 35290 34996 50000 SHS BANK AMERICA CORP 50000 49807 45000 SHS WESTPAC BANKING 46264 44001 50000 SHS VALERO ENERGY CORP 51378 48929 40000 SHS MARATHON OIL CORP 0 0 40000 SHS DOMINION ENERGY INC 41733 39241 40000 SHS EDWARDS LIFESCIENCES 42150 39140 40000 SHS WILLIS NORTH AMER 41176 39281 40000 SHS DUKE ENERGY 42149 38841 55000 SHS TORONTO DOMINION 55000 54886 50000 SHS JOHNSON CTLS INTL 49925 50911 50000 SHS TOYOTA MTR CR CORP 50007 49200 50000 SHS CVS HEALTH CORP NOTE 49667 48948 55000 SHS ORACLE CORP NOTE 54812 54206 55000 SHS NORFOLK SOUTHN CORP 54888 55562 50000 SHS AMERIPRISE FINL INC 49988 48052 50000 SHS FIDELITY NATL 50151 49698 50000 SHS ZOETIS INC NOTE CALL 49329 51549 50000 SHS ALLSTATE CORP NOTE 50106 49907 55000 SHS PUBLIC STORAGE OPER 54905 54754 50000 SHS THERMO FISHER 50000 49727 50000 SHS FISERV INC NOTE CALL 49586 50882 25000 SHS MARSH & MCLENNAN COS 24904 25298 50000 SHS STATES STR CORP NOTE 50180 48485 50000 SHS BELL TEL CO CDA-BELL 49912 48753 40000 SHS NASDAQ INC NOTE CALL 40286 40351 50000 SHS PEPSICO SINGAPORE 49902 48401 55000 SHS ADOBE INC NOTE CALL 54893 54550 45000 SHS WALGREENS BOOTS 0 0 40000 SHS PARAMOUNT GLOBAL 40493 39559 40000 SHS APA CORPORATION 40319 38582 1000 SHS BANK AMERICA CORP 26041 21600 6700 SHS DIAMOND OFFSHORE 0 0 55,000 SHS HOME DEPOT 54611 54979 55,000 SHS ROPER TECHNOLOGIES 54898 53606 60,000 SHS OF LAB CORP AMER HL 59765 57442 60,000 SHS STRYKER CORP 59682 57244 55,000 SHS OF QUEST DIAGNOSTIC 54877 53404 40000 SHS BANK NEW YORK MELLON 0 0 50000 SHS NEXTERA ENERGY CAP 0 0 45000 SHS MCCORMICK & CO INC 0 0 35000 SHS KINDER MORGAN ENERGY 0 0 50000 SHS GOLDMAN SACHS GROUP 0 0 50000 SHS LABORATORY CORP AMER 0 0 50,000 SHS OF TORONTO 0 0 1,400 SHS OF FIDELITY NATL INF CJ TAN SPRING LLC 5314605 19614110 TO ADJUST INVESTMENT IN SECURITIES 64482 MISMISCELLANEOUS FEES 37320 37320 MISCELLANEOUS FEES OTHER INVESTMENT EXPENSES BOND PREMIUM LITIGATION SETTLEMENT TO ADJUST OPENING BALANCE 90 INVESTMENT ADVISORY FEES 106150 106150 FOREIGN TAX 1296 1296 FEDERAL TAX 8000