2025-10-09T10:13:56-07:00 2024-11-30 061528114 WF Carothers & Co LLC 1051 Old Academy Rd Fairfield CT 06824 990PF 2023-12-01 136107659 The Spingold Foundation Inc SPIN 2124509851 c/o-Fox Rothschild-101 Park Avenue New York NY 10178 Daniel L Kurtz President 2124509851 2025-10-09 true true William F Carothers P01324818 2037676631 2025-10-09 X 2023 2025-03-06 01:10:19Z X X 16824470 X 0 X 420 420 280392 289392 1062214 8490240 1062214 0 0 1343026 1352026 0 4238 4238 152613 137644 14969 771 771 0 169 169 2892 2499 160683 145321 14969 600000 600000 760683 145321 614969 582343 1206705 90785 59647 59647 302275 336649 336649 0 0 652688 593081 590692 6849205 7241914 14111614 1065409 1298229 1316877 0 360243 396455 408991 0 0 0 0 9320605 9925975 16824470 0 0 0 0 0 X 9320605 9925975 9320605 9925975 9320605 9925975 9320605 582343 23027 9925975 9925975 Publicly traded securities 8490240 0 7428026 1062214 0 0 0 1062214 1062214 16773 0 16773 0 16773 27725 0 27725 -27725 X 19 10933 10933 false false false false false false false true true NY true false false false false true N/A Daniel L Kurtz Esq 2124509851 101 Park Avenue New York NY 10178 false false false false false false false false false false false false false false false false false false false false false Daniel L Kurtz -co FoxRothschild 101 Park Avenue New York NY 10178 Pres/Director 2.00 0 0 0 Peter M Kurtz -co FoxRothschild 101 Park Avenue New York NY 10178 Director 0.50 0 0 0 Shveta Kakar - co FoxRothschild 101 Park Avenue New York NY 10178 Director 1.00 0 0 0 NONE 0 Morgan Stanley 350 E Las Olas Blvd Fort Lauderdale FL 33301 Investment Advice 94281 0 See supporting statement 600000 N/A 0 0 15073115 446770 0 15519885 0 15519885 232798 15287087 764354 764354 16773 16773 747581 747581 747581 614969 0 614969 747581 0 0 0 89021 0 89021 614969 0 614969 0 89021 89021 0 0 0 0 43591 0 0 0 0 0 0 0 None None X Alliance for Justice 11 Dupont Circle NW Washington DC 20036 NFP Monetary assistance 50000 American Civil Liberties Union Fdn 125 Broad St New York NY 10004 NFP Monetary assistance 50000 Brown University 69 Brown St Providence RI 02912 NFP Monetary assistance 100000 Center for Constitutional Rights 666 Broadway New York NY 10012 NFP Monetary assistance 20000 The Churchill School & Center 301 E 29th St New York NY 10016 NFP Monetary assistance 10000 CISPES Educational Fund 1525 Newton St NW Washington DC 20010 NFP Monetary assistance 20000 East Side Elem Sch PS 267 PTA 213 E 63rd St New York NY 10065 NFP Monetary assistance 10000 Equal Justice Initiative 122 Commerce St Montgomery AL 36104 NFP Monetary assistance 25000 Food for Fam 456 Washington St New York NY 10013 NFP Monetary assistance 25000 Jacob's Pillow Dance Festival 358 George Carter Rd Beckett MA 01223 NFP Monetary assistance 20000 La Mama Experimental Theatre Club 74 E 4th St New York NY 10003 NFP Monetary assistance 10000 Mahaiwe Performing Arts Center 14 Castle St Great Barrington MA 01230 NFP Monetary assistance 5000 NARAL Pro-Choice America Foundation 1725 Eye St NW Washington DC 20006 NFP Monetary assistance 10000 National Ctr on Philanthropy and the Law 139 Macdougal St New York NY 10012 NFP Monetary assistance 35000 NY Lawyers for Public Interest 225 Broadway New York NY 10007 NFP Monetary assistance 30000 Nonprofit Coordinating Committee of New York 320 E 43rd St New York NY 10017 NFP Monetary assistance 5000 The Packer Collegiate Institute 170 Joralemon St Brooklyn NY 11201 NFP Monetary assistance 5000 Planned Parenthood Federation of America 1110 Vermont Ave NW Washington DC 20005 NFP Monetary assistance 50000 Playwrights Horizons 416 W 42nd St New York NY 10036 NFP Monetary assistance 25000 Pregnancy Justice 223 W 38th St New York NY 10018 NFP Monetary assistance 10000 Public Concern Foundation 105 Hudson St New York NY 10013 NFP Monetary assistance 25000 Resist PO Box 301240 Boston MA 02130 NFP Monetary assistance 10000 St Ann's Warehouse 45 Water St Brooklyn NY 11201 NFP Monetary assistance 10000 Third Street Music School 235 E 11th St New York NY 10003 NFP Monetary assistance 30000 WAMCNortheast Public Radio 318 Central Ave Albany NY 12206 NFP Monetary assistance 5000 WMHT Educational Telecommunications 4 Global View Troy NY 12180 NFP Monetary assistance 5000 600000 14 420 14 280392 18 1062214 1343026 1343026 N/A Income used to make grants to entities that are consistent with the Foundations exempt purposes. false false false false false false false false false false W.F. 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1,029 common 72836 122214 Abbvie - 938 common 115268 171588 Accenture Ltd - 85 common 30619 30801 Accenture Plc Ireland Cl A - 84.758 common 25801 30714 Adobe - 110 common 43913 56752 Advanced Micro Devices - 192 common 30524 26338 Agilysys - 37.417 common 3955 5025 Alarm Com Hldgs - 118 common 6512 7687 Albany Intl New - 108 common 5469 8953 Allegion Pub Ltd - 120 common 14403 16901 Allstate - 1,000 common 30547 207390 Alnylam Pharmaceuticals - 111 common 23174 28091 Alphabet Cl A - 1,537 common 110101 259676 Alphabet Cl C - 2,238 common 54837 381557 Amazon.com - 1,667 common 59258 346552 American Eagle Outfitters New - 1,170 common 23780 22511 American Electric Power - 400 common 19806 39944 American Express - 183 common 32985 55756 Ametek New - 144 common 27803 27991 Amgen - 136 common 41234 38470 Aon Plc -116 common 37095 45419 Appfolio Cl A - 47.437 common 4969 12037 Apple - 3,795 common 110514 900667 Applied Materials - 174 common 27643 30400 Applovin - 293 common 18316 98668 AptarGroup - 151 common 23513 26117 Argenz SE ADR - 44.603 ADRs 16520 27500 Armstrong World Inds New - 138 common 10367 22057 Astrazeneca Plc ADR - 337 ADRs 22300 22788 Atlassian Cl A - 125 common 29844 32948 Autonation - 167 common 25439 29875 Autozone - 13.518 common 36242 42846 Azenta - 241 common 12809 11137 Badger Meter - 31.240 common 2044 6773 Bank of Hawaii - 191 common 10914 15085 Berkshire Hathaway Cl B - 500 common 33199 241510 Bio-Techne - 172 common 11665 12962 Blackstone - 1,000 common 55313 191090 Blue Owl Capital - 1,623 common 28641 38514 Booking Holdings - 4,348 common 15200 22618 Booz Allen Hamilton Hldg Cl A - 187 common 14056 27710 Boston Scientific -505 common 11931 45783 Bright Horizons Family Solut - 39.948 common 3656 4619 Bristol Myers Squibb - 900 common 53596 53298 Broadcom - 2,685 common 213499 435185 Brown & Brown - 281 common 20728 31781 Builders Firstsource - 95.474 common 15335 17803 CarMax - 87.192 common 5237 7322 Canadian Natural Resources Ltd - 810 common 25582 27394 Casella Waste Sys Cl A - 80.659 common 7349 9131 Caseys General Stores - 66.109 common 21077 27825 Cava Group - 207 common 9341 29166 Cencora - 238 common 52699 59869 Cenovus Energy - 1,939 common 28857 30578 Centene - 50.043 common 3729 3003 Centerpoint Energy - 1,031 common 29047 33631 Charles Rivers Labs Intl - 39.892 common 8081 7923 Cheese Cake Factory - 342 common 8880 17319 Cheniere Energy New - 247 common 39620 55330 Chevron - 500 common 16407 80965 Choice Hotels - 96.668 common 11397 14620 Chubb Ltd - 76.625 common 17441 22124 Church & Dwight - 215 common 11585 23678 Cisco Systems - 1,800 common 41259 106578 Coca-Cola Europacific Ptrs - 252 common 16684 19550 ConocoPhillips - 447 common 24878 48428 Construction Partners Cl A - 296 common 5844 30077 Copart - 480 common 5069 30427 Core & Main Cl A - 267 common 7947 12963 Corpay - 127 common 35994 48410 Crane - 161 common 14178 29315 CRH Plc - 588 common 41651 60135 Crowdstrike Hldgs Cl A - 84.554 common 30472 29253 CSW Industrials - 48.786 common 11908 20606 Curtis Wright - 84.548 common 23133 31590 CVS Health - 500 common 15678 29925 Deckers Outdoor - 151 common 7356 29590 Deere - 56.787 common 21773 26457 Dell Technologies Cl C - 254 common 20913 32408 Delta Airlines New - 519 common 30897 33123 Descartes Systems Grp - 347.697 common 28918 40635 Diamondback Energy - 304 common 54776 53987 Discover Fincl Svcs - 315 common 42948 57465 Dominion Energy - 500 common 26297 29375 DoorDash Cl A - 156 common 16458 28155 Douglas Dynamics - 278 common 9556 7197 Dow Chem - 600 common 30749 26526 D R Horton - 400 common 31218 67512 Dynatrace - 1,044 common 52863 58663 Eagle Matls - 41.645 common 6222 12865 Eastman Chemical - 500 common 37105 52360 Eaton Plc - 319 common 63306 119759 Eli Lilly - 154 common 10478 122484 Emcor Group - 61.759 common 9065 31505 Emerson Electric - 280 common 30627 37128 Endava Plc ADR - 95.670 ADRs 9516 2708 Evertec - 530 common 18945 19080 Exponent - 73.411 common 6122 7246 Fabrinet - 99.265 common 18950 23286 FactSet Research Systems - 49.776 common 20972 24424 Fair Isaac - 15.028 common 14658 35692 Federal Signal - 21.667 common 2136 2111 Fedex - 250 common 69240 75667 Fidelity Natl Information - 649 common 46783 55360 First Energy - 894 common 34959 38040 First Financial Bankshares - 388 common 11724 16172 Flextronics Intl - 1,089 common 31487 42438 Floor & Decors Hldgs Cl A - 58.166 common 4428 6527 Ford Motor - 2,500 common 31177 27825 Fortive - 432 common 31223 34271 Fuller, H B - 183 common 12971 14071 Gallagher, Arthur & Co - 63.767 common 14937 19911 Genl Dynamics - 123 common 30645 34933 Getty Realty New - 427 common 14029 14040 GE Vernova - 177 common 36422 59139 Goldman Sachs Grp - 44.023 common 16531 26791 Goosehead Insurance Cl A - 131 common 5108 16522 Guidewire Software - 69.538 common 6913 14109 Halozyme Therapeutics - 394 common 24075 18991 Hamilton Lane Cl A - 84.778 common 5959 16311 Hayward Hldgs - 515 common 7963 8322 Healthequity - 94.582 common 5218 9604 Heico Cl A - 84.552 common 7239 17851 Hewlett Packard Enterprise - 2,844 common 52094 60350 Hillman Solutions - 1,632 common 15461 18605 Hologic - 466 common 38535 37047 Home Depot - 85.938 common 29583 36879 Honeywell Intl - 806 common 80476 187742 Houlihan Lokey Cl A - 170 common 9864 32145 Hubspot - 33.118 common 17438 23880 Huntington Bancshares - 2,803 common 35622 50482 Intercontinental Exchange - 143 common 17993 23017 Intuitive Surgical - 95.396 common 13277 51705 Jack Henry & Assoc - 39.683 common 7912 6991 Jacobs Solutions - 248 common 27166 35025 John Bean Technologies - 187.716 common 18107 23656 Johnson & Johnson - 600 common 16960 93006 JPMorgan Chase - 1,490 common 136156 372083 Kadant - 21.697 common 4236 8956 KBR - 272 common 17838 16546 Kenvue - 1,893 common 40657 45583 Keysight Technologies - 186 common 28659 31776 Kinross Gold New - 2,374 common 19922 23052 Kinsale Cap Grp - 25.604 common 5274 13018 KLA - 28.831 common 10130 18655 L3Harris Technologies - 325 common 56366 80031 Lakeland Fincl - 59.924 common 4372 4402 Landstar System - 78.496 common 10216 14594 Leidos Hldgs - 236 common 26084 39034 Lemaitre Vascular - 62.171 common 1836 6652 Lennar - 160 common 25553 27902 Linde Plc - 41.421 common 7923 19095 Lowes Companies - 119 common 25483 32419 LPL Finl Hldgs - 182 common 46587 59177 Manhattan Assoc - 35.038 common 4570 10001 Marathon Petroleum - 639 common 38301 99780 Marketaxess Hldgs - 86.382 common 25044 22346 Martin Marietta Materials - 60.066 common 15413 36040 Marvell Technology - 644 common 24577 59692 Masco - 241 common 16214 19415 Mastercard Cl A - 262 common 29536 139630 McDonalds - 101 common 11828 29897 McKesson - 86.786 common 43658 54545 Medpace Hldgs - 26.252 common 4725 8942 Merck & Co - 700 common 37520 71148 Meta Platforms Cl A - 386 common 192620 221688 MGM Resorts Intl - 544 common 23030 20857 Microchip Technology - 593 common 50179 40425 Micron Tech - 484 common 44198 47408 Microsoft - 1,686 common 86418 713954 Monolithic Pwr Systems - 26.587 common 2583 15092 Morgan Stanley - 1,126 common 70167 148192 Morningstar - 28.623 common 7177 10137 Murphy USA - 22.906 common 6266 12548 Natl Beverage - 247 common 8093 12199 Netflix - 105 common 60636 93115 Neurocrine Biosciences - 175 common 23577 22181 Nice Ltd - 122 common 24222 22258 Norfolk Southern - 195 common 50259 53791 Novanta - 65.945 common 7427 11012 Novartis AG ADR - 500 ADRs 21341 52885 Nvent Electric Plc - 303 common 17290 23728 Nvidia - 3,328 common 38051 460096 NXP Semiconductors - 77.796 common 18101 17844 Old Dominion Freight Line - 210 common 31677 47279 Ollies Bargain Outlet Hldg - 247 common 23467 24441 Omnicom - 348 common 30650 36477 Oneok - 900 common 54519 102240 Onto Innovation - 111 common 24558 18224 Oracle - 1,458 common 65809 269497 Penumbra - 123 common 23389 30027 Perimeter Solutions - 745 common 5404 9536 Pfizer - 2,000 common 60413 52420 Philip Morris Intl - 573 common 54314 76243 Phillips 66 - 155 common 19723 20767 PPL - 690 common 23893 24102 Prestige Consmr Healthcare - 124 common 10194 10511 Primerica - 69.448 common 8870 21025 Procore Technologies - 107 common 8768 8688 Procter & Gamble - 300 common 16638 53778 PTC - 125 common 22861 25008 Pure Storage Cl A - 442 common 23819 23422 Qualys - 146 common 11895 22426 Raymond James Fincl - 196 common 11921 33179 RBC Bearings - 87.095 common 16105 29187 Repligen CP - 75.052 common 10994 11298 Resmed - 111 common 11638 27641 RLI - 83.567 common 7674 14699 Robert Half - 335 common 22490 24994 Rockwell Automation - 152 common 41047 44861 Ross Stores - 153 common 8450 23695 RxSight - 90.403 common 4193 4238 S&P Global - 102.610 common 50860 53615 Saia - 94.956 common 30983 54038 Salesforce - 200 common 30282 65998 Samsara Cl A - 434 common 21503 23215 Schlumberger Ltd - 1,106 common 53200 48598 Sherwin Williams Ohio - 130 common 17440 51662 Simon Ppty Grp New - 350 common 45389 64260 Simpson Mfg - 34.318 common 3648 6466 Siteone Landscape Supply - 143.368 common 18275 21971 Smurfit Westrock Ltd - 533 common 24279 29326 Snowflake Cl A - 306 common 51365 53489 Southern Co - 1,000 common 32377 89130 Spotify Technology - 62.218 common 21449 29676 Sprouts Farmers Market - 168 common 24258 25953 SPS Commerce - 180.558 common 30156 34860 Starbucks Washington - 236 common 18472 24181 Sysco - 686 common 52693 52897 T-Mobile US - 148 common 24378 36547 Take Two Interactive Software - 133 common 17629 25055 Target - 400 common 10564 52924 Teck Resources Ltd - 718 common 30235 33516 Teledyne Tech - 51 common 15261 24748 Tesla - 202 common 49617 69722 Texas Instruments - 146 common 21759 29350 The Cooper Companies - 229 common 15045 23921 The J M Smucker Co - 113 common 13645 13310 The Kraft Heinz Co - 1,200 common 36593 38364 The Scotts-Miracle-Gro - 132 common 22006 10176 Thor Industries - 114 common 12653 12722 Travelers - 550 common 21227 146322 Trimble - 314 common 19203 22913 Trupanion - 119 common 7778 6344 Ulta Beauty - 50 common 19104 19332 Unifirst - 66.118 common 12835 13281 United Airlines Hldgs - 331 common 27130 32051 United Health Grp - 267 common 107565 162923 United Rentals - 39.12 common 21834 33878 US Foods Hldg - 1,099 common 55065 76677 Utz Brands Cl A - 406 common 6198 7068 Valvoline - 543 common 20782 21563 Verizon Communications - 1,060 common 39583 47000 Vici Properties - 1,366 common 38590 44546 Wabtec - 191 common 24060 38318 Walmart - 1,050 common 17377 97126 Walt Disney - 557 common 57635 65432 Waste Connections - 124 common 16603 23866 Watsco - 47.408 common 11926 26150 Watts Wtr Tech Cl A - 115 common 20597 24816 WD 40 - 75.512 common 14275 20924 Weatherford Intl - 205 common 23203 16872 Wells Fargo New - 627 common 29016 47759 Wesco Intl - 64.824 common 10854 13715 West Pharmaceutical Svcs - 62.299 common 13803 20290 Willscot Hldgs Cl A - 370.815 common 13760 14179 WNS Hldgs Ltd - 119 common 8671 6453 593081 590692 Mutual fund-Federated Hermes Corp Bd Strategy-4,775 units 46184 48609 Mutual fund-Federated Hermes Hi Yield Strgy-800 units 8841 9424 Mutual fund-Federated Hermes Intl Bd Strgy-1,814 units 21894 23655 Mutual fund-Federated Hermes Mtg Strgy-38,780 units 319536 327303 Annual filing fees 750 750 Liability insurance 1728 1728 Miscellaneous 393 Transaction fees 21 21 Book value modifications 23027 Carret Asset Management Investment advisory fees 42003 42003 Morgan Stanley Investment advisory fees 94281 94281 Pryor Cashman LLP Legal services 1486 124 1362 Pryor Cashman LLP Administrative services 14843 1236 13607 Taxes withheld on investment income 771 771