2025-11-17T12:28:24-05:00 2024-12-31 HOFFMAN MULLIGAN CPAS LLP 61 BROADWAY - SUITE 1601 NEW YORK NY 100062756 990PF 2024-01-01 134078024 THE KLINGENSTEIN-MARTELL FOUNDATION FKA THE SARAH D KLINGENSTEIN FOUNDATION % JANET L MULLIGAN KLIN 61 BROADWAY 1601 NEW YORK NY 10006 SARAH MARTELL DIRECTOR 2125831100 2025-11-11 true true janet mulligan partner P00850378 2125831100 2025-11-11 2024 2025-03-06 01:10:19Z X 84651650 X 74869918 0 163520 163520 21185282 58671042 21185282 96218720 21348802 0 8940 4470 0 4470 12379 12158 221 21319 16628 0 4691 2192973 2192973 2214292 16628 0 2197664 94004428 21332174 0 22548 22455 22455 11893 122639 122639 302620 304824 0 8664619 80029337 84201732 8699060 80477051 84651650 0 0 X 8699060 80477051 8699060 80477051 8699060 80477051 8699060 94004428 102703488 22226437 80477051 PUBLICLY TRADED SECURITIES 2024-12-31 57467705 37485760 19981945 19981945 PUBLICLY TRADED SECURITIES 2024-12-31 1203337 0 1203337 1203337 21185282 296517 296517 296517 6438 0 345000 351438 X 435 54486 54486 false false false false false false false true true DE true false true false false true n/a JANET L MULLIGAN 2125831100 61 BROADWAY SUITE 1601 NEW YORK NY 10006 false false false true false false false false false false false false false false false false false false false false false false false SARAH K MARTELL 61 BROADWAY 1601 NEW YORK NY 10006 PRESIDENT, TRUSTEE 0 0 0 0 LAUREN BRESLOW 61 BROADWAY 1601 NEW YORK NY 10006 TREASURER & SECRETARY 0 0 0 0 22032347 243578 0 22275925 0 22275925 334139 21941786 1097089 1097089 296517 296517 800572 800572 800572 2197664 0 0 0 0 2197664 800572 0 2022 2021 2020 0 0 744446 949159 1693605 2197664 0 800572 1397092 3090697 0 0 0 0 3090697 0 744446 949159 1397092 SARAH K MARTELL NONE X CITY LORE INC 56 EAST 1ST STREET NEW YORK NY 10003 NONE PC TORONTO GODSPELL FILM 250000 NEW YORK HISTORICAL SOCIETY 170 CENTRAL PARK WEST NEW YORK NY 10024 NONE PC GENERAL PURPOSE 255000 MERCY HOSPITAL 1000 N VILLAGE AVENUE ROCKVILLE CENTRE NY 11570 NONE PC IN HONOR OF PATRICIA KLINGENSTEIN 42413 NORTHERN LIGHT HEALTH FOUNDATION 43 WHITING HILL ROAD BREWER ME 04412 NONE PC GENERAL PURPOSE 4000 NEW YORK PUBLIC LIBRARY 476 5TH AVENUE NEW YORK NY 10018 NONE PC GENERAL PURPOSE 40000 ROBERT LOUIS STEVENSON SCHOOL 24 WEST 74TH STREET NEW YORK NY 10023 NONE PC GENERAL PURPOSE 20000 NATIONAL HISTORY MUSEUM OF THE ADIRONDACKS 45 MUSEUM DRIVE TUPPER LAKE NY 12986 NONE PC GENERAL PURPOSE 5000 EMERSON COLLEGE CONCENTRATION ACCOUNT 120 BOYLSTON STREET BOSTON MA 02116 NONE PC GENERAL PURPOSE 40000 NEW YORK HISTORICAL SOCIETY(NONCASH) 170 CENTRAL PARK W NEW YORK NY 10024 NONE PC APPLE INC STOCK DONATION 40664 7 LAKES ALLIANCE(NONCASH) 137 MAIN ST BELGRADE LAKES ME 04918 NONE PC GENERAL PURPOSE 51959 THE TOWN SCHOOL(NONCASH) 540 EAST 76TH STREET NEW YORK CITY NY 10021 NONE PC GENERAL PURPOSE 203319 EMMA WILLARD SCHOOL (NONCASH) 285 PAWLING AVENUE TROY NY 12180 NONE PC GENERAL PURPOSE 1240618 2192973 14 14 163520 14 18 21185282 21348802 21348802 false false false false false false false false false false X X 1 JOHN PATRICIA KLINGENSTEIN FUND 61 BROADWAY SUITE 1601 NEW YORK NY 10006 17147115 X 2 ESTATE OF PATRICIA KLINGENSTEIN 61 BROADWAY SUITE 1601 NEW YORK NY 10006 57632295 X 3 JOHN PATRICIA KLINGENSTEIN FUND 61 BROADWAY 1601 NEW YORK NY 10006 89540 X 1 SPDR S&P 500 ETF VNGRD SML OPP GROWTH ETF US TREASURY BILL 17147115 2024-12-31 2 PORTFOLIO OF PUBLICLY TRADED SECURITIES 67632295 2024-10-07 HOFFMAN MULLIGAN 6300 3150 3150 OTHER 2640 1320 1320 302620 304824 BEGINNING MARKETABLE SECURITY AT COST SPDR S&P 500 ETF TR TR AT COST 59403104 63790119 VANGUARD INDEX FDS SML CP GRW AT COST 20626233 20411613 GAINS REALIZED ON SHARES INCLUDED IN 0 CURRENT YEAR CONTRIBUTIONS AT FMV 22226437 INVESTMENT ADVISORY FEES 12111 12111 DUES & SUBSCRIPTIONS BANK CHARGES 47 47 FILING FEE 221 221 BNYM CLASS ACTION SETTLEMENT HUNTINGTON NATIONAL BANK IN RE TEVA SECU FOREIGN TAXES PAID STATE FILING FEES FEDERAL EXCISE TAX