JOHN M MCMILLIN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: JOHN M MCMILLIN FOUNDATION INC (EIN 13-6090795)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-05
IRS object ID: 202533099349101908
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Investments Corp Stock Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-05T12:28:11-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	270120069	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COOPERSMITH SIMON & VOGEL PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD STE 605	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11553	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	136090795	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE JOHN M MCMILLIN FOUNDATION INC	BusinessNameLine1Txt
Business Name Line2	COOPERSMITH SIMON & VOGEL PC	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JOHN	BusinessNameControlTxt
Phone	5164835800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERG BLVD 605	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11553	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN M MCMILLIN III	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5164835800	PhoneNum
Signature	2025-10-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WILLIAM A VOGEL	PreparerPersonNm
PTIN	P00209076	PTIN
Phone	5164835800	PhoneNum

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$930,259	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$41,297	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$2,348	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$2,348	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$21,756	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$21,756	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$28,504	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$163,363	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$53,731	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$93,905	TotalRevAndExpnssAmt
Total Net Invst Incm	$77,835	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$9,855	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$9,855	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$298	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$298	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$125	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$125	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$10,278	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$10,153	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$125	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$103,578	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$103,578	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$113,856	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$10,153	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$103,703	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$19,951	ExcessRevenueOverExpensesAmt
Net Investment Income	$67,682	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$124,900	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$34,031	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$34,031	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$48,935	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$445,073	CorporateStockBOYAmt
Corporate Stock EOY	$564,926	CorporateStockEOYAmt
Corporate Stock EOYFMV	$896,228	CorporateStockEOYFMVAmt
Total Assets BOY	$618,908	TotalAssetsBOYAmt
Total Assets EOY	$598,957	TotalAssetsEOYAmt
Total Assets EOYFMV	$930,259	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$618,908	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$598,957	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$618,908	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$598,957	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$618,908	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$598,957	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$618,908	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$19,951	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$598,957	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$598,957	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
500 UTZ BRANDS	P	2023-10-10	2024-02-02	$9,305	$6,302	$3,003	$3,003
500 UTZ BRANDS	P	2022-05-12	2024-01-08	$8,725	$6,209	$2,516	$2,516
100 PEPISCO INC	P		2024-03-18	$17,119	$6,444	$10,675	$10,675
100 CAVA GROUP	P	2024-03-27	2024-05-24	$8,266	$6,844	$1,422	$1,422
US TREASURY NOTE REDEMPTION	P	2023-05-08	2024-05-15	$50,000	$48,935	$1,065	$1,065
25 SALESFORCE INC	P	2024-04-15	2024-06-12	$5,919	$6,840	-$921	-$921
100 ALTRIA GROUP INC	P		2024-07-02	$4,607	$1,721	$2,886	$2,886
43 CHEMOURS CO	P	2006-11-09	2024-07-02	$972	$521	$451	$451
800 JETBLUE AIRWAYS CORP	P	2006-03-17	2024-07-02	$4,664	$9,332	-$4,668	-$4,668
100 COLOGATE PALMOLIVE	P	2006-03-17	2024-09-09	$10,684	$2,868	$7,816	$7,816
100 SNOWFLAKE INC	P	2024-06-18	2024-11-22	$16,761	$12,895	$3,866	$3,866
150 DARDEN RESTAURANT INC	D		2024-12-03	$26,330	$721	$25,609	$25,609
	P					$0	$0
TOOTSIE ROLL IND-CIL	P		2024-04-09	$11		$11	$11

Field	Value	IRS element (for citing)
Capital Gain Net Income	$53,731	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$941	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$941	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$941	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$2,200	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,200	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$52	EsPenaltyAmt
Overpayment	$1,207	OverpaymentAmt
Applied To ES Tax	$1,207	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	COOPERSMITH SIMON VOGEL PC	IndividualWithBooksNm
Phone	5164835800	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD SUITE 605	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11553	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN M MCMILLIN III
9 MORGAN LANE	LOCUST VALLEY	NY	11560	PRESIDENT	0.00	$0	$0	$0
ELLEN MCMILLIN
9 MORGAN LANE	LOCUST VALLEY	NY	11560	TREASURER	0.00	$0	$0	$0
TERENCE L KELLEHER
212 HICKS STREET	BROOKLYN	NY	11201	VICE PRESIDENT	0.00	$0	$0	$0
CLAIRE COLLETTI
29 SABBATHDAY HILL	SOUTH SALEM	NY	10590	VICE PRESIDENT	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$903,222	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$72,919	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$976,141	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$976,141	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$14,642	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$961,499	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$48,075	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$48,075	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$941	TaxBasedOnInvestmentIncomeAmt
Total Tax	$941	TotalTaxAmt
Distributable Before Adj	$47,134	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$47,134	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$47,134	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$103,703	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$103,703	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$47,134	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,878	ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov	$1,878	TotalExcessDistributionCyovAmt
Qualifying Distributions	$103,703	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$47,134	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$56,569	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$58,447	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$1,878	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$56,569	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$56,569	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	JOHN M MCMILLIN III CO COOPERSMITH	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD SUITE 605	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11553	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	5164835800	RecipientPhoneNum
Form And Info And Materials	NO FORM IS PRESCRIBED, BUT THE APPLICATION SHOULD CONTAIN ALL RELEVANT INFORMATION INCLUDING AMOUNT SOUGHT, PURPOSE, ETC.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	NONE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ADIRONDACK FOUNDATION THE CORNERSTONE CAMPAIGN
PO BOX 120	SARANAC LAKE	NY	12983	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
ADIRONDACK HEALTH FOUNDATION
PO BOX 120	SARANAC LAKE	NY	12983	NONE	501(C)(3)	GENERAL SUPPORT	$3,113
ADIRONDACK LAND TRUST
2861 NYS ROUTE 73	KEENE	NY	12942	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
BABSON COLLEGE
231 FOREST STREET	BABSON PARK	MA	02457	NONE	501(C)(3)	GENERAL SUPPORT	$5,000
BUCKNELL UNIVERSITY
701 MOORE AVENUE	LEWISBURG	PA	17837	NONE	501(C)(3)	GENERAL SUPPORT	$61,300
ESSEX FOOD HUB
545 MIDDLE ROAD	ESSEX	NY	12936	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
GRENVILLE BAKER BOYS & GIRLS CLUB
135 FOREST AVE	LOCUST VALLEY	NY	11560	NONE	501(C)(3)	GENERAL SUPPORT	$2,550
LAKE PLACID INSTITUTE
2693 MAIN ST 301	LAKE PLACID	NY	12946	NONE	501(C)(3)	GENERAL SUPPORT	$2,000
MANHATTANVILLE COLLEGE
2900 PURCHASE STREET	PURCHASE	NY	10577	NONE	501(C)(3)	GENERAL SUPPORT	$2,500
NORTH SHORE LAND ALLIANCE
1395 PLANTING FIELDS ROAD	OYSTER BAY	NY	11771	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
OLD WESTBURY GARDENS
PO BOX 430	OLD WESTBURY	NY	11568	NONE	501(C)(3)	GENERAL SUPPORT	$1,550
PLANTING FIELDS FOUNDATION
1395 PLANTING FIELDS RD	OYSTER BAY	NY	11771	NONE	501(C)(3)	GENERAL SUPPORT	$550
ROBIN HOOD FOUNDATION
826 BROADWAY 9TH FLOOR	NEW YORK	NY	10003	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
SAN MIGUEL ACADEMY OF NEWBURGH
245 RENWICK ST	NEWBURGH	NY	12550	NONE	501(C)(3)	GENERAL SUPPORT	$1,000
SPENCE-CHAPIN SERVICES TO FAMILIES AND CHILDREN
410 E 92ND ST	NEW YORK	NY	10128	NONE	501(C)(3)	GENERAL SUPPORT	$1,850
ST AGNES CHURCH SCHOOL
169 HILLCREST AVENUE	LAKE PLACID	NY	12946	NONE	501(C)(3)	GENERAL SUPPORT	$3,700
ST JOHNS OF LATTINGTOWN
325 LATTINGTOWN ROAD	LOCUST VALLEY	NY	11560	NONE	501(C)(3)	GENERAL SUPPORT	$5,000
THE LEUKEMIA & LYMPHOMA SOCIETY
PO BOX 22324	NEW YORK	NY	10087	NONE	501(C)(3)	GENREAL SUPPORT	$5,000
SHORE OWNED ASSOCIATION OF LAKE PLACID
PO BOX 288	LAKE PLACID	NY	12946	NONE	501(C)(3)	GENERAL SUPPORT	$225
LAKE PLACID CENTER FOR THE ARTS
17 ALGONUIN DR	LAKE PLACID	NY	12946	NONE	501(C)(3)	GENERAL SUPPORT	$540
ST JOSEPH'S ADDICITION TREATMENT & RECOVERY CENTERS
159 GELNWOOD DR	SARANAC LAKE	NY	12983	NONE	501(C)(3)	GENERAL SUPPORT	$500
GLEN COVE HOSPITAL
2000 MARCUS AVENUE	NEW HYDE PARK	NY	11042	NONE	501(C)(3)	GENERAL SUPPORT	$500
MERCY CARE FOR THE ADIRONDACKS
185 OLD MILITARY RD	LAKE PLACID	NY	12946	NONE	501(C)(3)	GENERAL SUPPORT	$500
ADIRONDACK EXPERIENCE
9097 STATE ROUTE 30	BLUE MOUNTAIN LAKE	NY	12812	NONE	501(C)(3)	GENERAL SUPPORT	$500
LAKE PLACID - NORTH ELBA HISTORICAL SOCIETY
242 STATION STREET	LAKE PLACID	NY	12946	NONE	501(C)(3)	GENERAL SUPPORT	$500
LOCUST VALLEY CEMETERY
RYEFIELD RD	LOCUST VALLEY	NY	11560	NONE	501(C)(3)	GENERAL SUPPORT	$200

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$103,578	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$2,348	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$21,756	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$28,504	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$52,608	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$52,608	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
ELLEN AND JOHN MCMILLIN
1	9 MORGAN LANE	LOCUST VALLEY	NY	115602418	$14,494	Yes (X)
ELLEN AND JOHN MCMILLIN
2	9 MORGAN LANE	LOCUST VALLEY	NY	115602418	$26,803	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	100 SHS-FOUR CORNERS PROP TR $2,71443 SHS-ILLINOIS TOOL $ 10,90360 SHS MASTERBRAND $ 877	$14,494	2024-11-30
2	150 SHS DARDEN RESTAURANT $ 26,803	$26,803	2024-12-15

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
100 MCDONALDS CORP	$3,345	$28,989
200 FREEPORT-MCMORAN COPPER & GOLD INC	$4,527	$7,616
200 VERIZON COMMUNICATIONS INC	$8,464	$7,998
100 HASBRO INC	$5,410	$5,591
100 TOTAL S.A. FRANCE SPON ADR	$5,561	$5,450
100 SHELL PLC	$6,607	$6,265
100 MOLSON COORS BREWING	$7,936	$5,732
100 CATERPILLAR INC	$8,009	$36,276
200 ALTRIA GROUP INC	$3,441	$10,458
100 UNION PACIFIC	$9,762	$22,804
300 COLGATE PALMOLIVE CO	$8,605	$27,273
300 SAP SE SPON ADR	$14,036	$73,863
75 THERMO FISHER SCIENTIFIC INC	$10,639	$39,017
200 CHARLES RIVER LAB INTL	$9,507	$36,920
210 BRITISH AMERICAN TOBACCO PLC	$14,543	$7,627
3,009 MATTEL INC	$60,459	$53,350
2000 SUBSEA 7 SSA SPON ADR	$18,234	$31,716
1100 BROWN FORMAN CORP CL B	$20,540	$41,778
200 CHEVRON	$21,960	$28,968
400 PHILIP MORRIS INTL INC	$15,809	$48,140
400 PEPSICO INC	$25,777	$60,824
300 KRAFT HEINZ	$8,660	$9,213
266 SCHLUMBERGER LTD	$9,512	$10,198
91 CORTEVA INC	$1,657	$5,183
91 DOW INC	$3,235	$3,651
91 DUPONT DE NEMOURS INC	$4,748	$6,939
150 M&T BANKCORP	$18,058	$28,202
252 TOOTSIE ROLL INDUSTRIES	$10,467	$8,147
100 CHENIERE ENERGY	$18,118	$21,487
100 DELTA AIRLINES	$3,681	$6,050
100 LAUDER ESTEE COS	$23,262	$14,996
200 NEXTERA ENERGY	$11,909	$14,338
100 UNITED PARCEL	$14,956	$12,610
100 3M COMPANY	$9,418	$12,909
50 AIR PRODUCTS	$13,008	$14,502
25 ASML HOLDING	$18,712	$17,327
200 NVIDIA	$14,466	$26,858
25 UNITED HEALTH	$12,010	$12,646
100 ETHAN ALLEN	$3,386	$2,811
50 APPLIED MATERIAL	$10,256	$8,132
100 NIKE INC	$9,301	$7,567
50 T-MOBILE	$8,126	$11,037
100 BOEING	$18,512	$17,700
50 VERTIV HLDG CO	$4,381	$5,680
100 INTEL CORP	$2,044	$2,005
100 CELSIUS HOLDINGS INC	$3,280	$2,634
100 CONAGRA BRANDS INC	$2,707	$2,775
500 UTZ BRANDS	$7,900	$7,830
100 FOUR CORNERS PROPERTY TR	$2,714	$2,714
43 ILLINOIS TOOLWORKS INC	$10,903	$10,903
60 MASTERBRAND INC	$877	$877
25 SOLVENETUM CORP	$1,491	$1,652

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	NYS FILING FEE	Desc
Revenue And Expenses Per Books	$125	RevenueAndExpensesPerBooksAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$125	DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISORY FEES	CategoryTxt
Amt	$9,855	Amt
Net Investment Income	$9,855	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAX WITHHELD	CategoryTxt
Amt	$298	Amt
Net Investment Income	$298	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt