2024-11-15T14:26:27-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990PF 2023-01-01 136112997 JAMES J COLT FOUNDATION INC JAME 2126976900 CO BT 66 HUDSON BLVD E STE 2200 NEW YORK NY 10001 ANDREW WEISS PRESIDENT 2126976900 2024-11-06 1 0 SUSAN TEICHER CPA CFP P00226488 2126976900 2024-11-06 2023 2024-10-15 13:58:12Z X 3966582 X X 151166 151166 54317 3388993 54317 205483 205483 0 0 0 3000 0 0 1592 1166 426 4592 1166 426 287500 287500 292092 1166 287926 -86609 204317 1960673 3217176 3217176 2029211 685983 673446 96975 100156 72898 6127 3062 3062 4092986 4006377 3966582 0 0 X 4092986 4006377 0 0 0 0 4092986 4006377 4092986 4006377 4092986 -86609 0 4006377 0 4006377 K-1 RACINE P 54317 54317 54317 US TSY P 3334000 3334000 0 0 MERRILL LYNCH P 676 676 0 0 54317 2840 0 2840 0 2840 1741 0 5000 0 6741 0 3901 3901 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A THE JAMES J COLT FOUNDATION 2126976900 C/O BAKER TILLY 66 HUDSON BLVD E STE 2200 NEW YORK NY 10001 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANDREW H WEISS C/O BAKER TILLY 66 HUDSON BLVD E NEW YORK NY 10001 PRESIDENT/SECRETARY 0.00 0 0 0 VAUGHAN HEARD 21216 HARBOR WAY BLDG 155 AVENTURA FL 33180 DIRECTOR 0.00 0 0 0 KAREN HEARD 2030 MARINE STREET SANTA MONICA CA 90405 DIRECTOR 0.00 0 0 0 ROBERT RAND RAND FINANCIAL 840 HIGHLAND AVE PIEDMONT CA 94611 DIRECTOR 0.00 0 0 0 SUSAN TEICHER C/O BAKER TILLY 66 HUDSON BLVD E NEW YORK NY 10001 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 1422461 2720640 0 4143101 0 0 4143101 62147 4080954 204048 204048 2840 2840 201208 0 201208 0 201208 287926 0 287926 201208 0 0 49825 55318 4950 63464 148446 322003 287926 0 0 0 201208 86718 0 0 408721 0 0 0 0 0 0 49825 358896 55318 4950 63464 148446 86718 ANDREW H WEISS C/O BAKER TILLY 66 HUDSON BLVD E STE 2200 NEW YORK NY 10001 2126976900 IN THE FORM OF A LETTER ON ITS LETTERHEAD IDENTIFYING THE ORGANIZATION, A BRIEF DESCRIPTION OF ITS WORK AND CHARITABLE PURPOSE NONE ORGANIZATION MUST BE A TAX EXEMPT ENTITY ALIGHT 615 FIRST AVENUE NE NO 500 MINNEAPOLIS MN 55413 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 ALZHEIMERS FOUNDATION OF AMERICA 322 EIGHTH AVENUE 16TH FLOOR NEW YORK NY 10001 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 ANTI DEFAMATION LEAGUE 605 3RD AVENUE NEW YORK NY 10158 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 BLAIR ACADEMY 2 PARK STREET PP BOX 600 BLAIRSTOWN NJ 07825 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 1000 BROOKLYN COLLEGE FOUNDATION 2900 BEDFORD AVE BROOKLYN NY 11210 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 10000 EQUINE RESCUE OF AIKEN 532 GLENWOOD DRIVE AIKEN SC 29803 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 FAMILY AND CHILDREN'S ASSOCIATION 100 EAST OLD COUNTRY ROAD MINEOLA NY 11501 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 FAR AND WISE PO BOX 4282 HAILEY ID 83333 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 1000 FRIENDS OF THE SMITHSONIAN INSTITUTE PO BOX 37012 MRC 712 WASHINGTON DC 20013 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 FRIENDS OF THE ISREAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 FRONT RANGE EQUINE RESCUE 2185 NW 114TH LOOP OCALA FL 34475 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 GUIDE DOG FOUNDATION FOR THE BLIND 371 E JERICHO TURNPIKE SMITHTOWN NY 11787 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 8000 HEAL THE BAY 1444 9TH STREET SANTA MONICA CA 90401 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 HUMANE SOCIETY OF GREATER MIAMI 16101 W DIXIE HIGHWAY NORTH MIAMI BEACH FL 33160 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 I HAVE A DREAM FOUNDATION 322 8TH AVE STE 202 NEW YORK NY 10001 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 1500 KARMA ANIMAL RESCUE 1158 26TH STREET PMB 155 SANTA MONICA CA 90403 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 6000 LOS ANGELES REGIONAL FOOD BANK 1734 E 41ST STE 3000 LOS ANGELES CA 90058 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 MEALS ON WHEELS PALM BEACH 1300 S OLIVE AVE UNIT 210 WEST PALM BEACH FL 33401 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2000 MEMORIAL SLOAN KETTERING 1275 YORK AVE NEW YORK NY 10065 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 25000 MUCH LOVE ANIMAL RESCUE PO BOX 341721 LOS ANGELES CA 90034 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 NATIONAL DISASTER SEARCH DOG 6800 WHEELER CANYON ROAD SANTA PAULA CA 93060 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 OLD FRIENDS INC 1841 PAYNES DEPOT RD GEORGETOWN KY 40324 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 ONE GOAL FOUNDATION 55 EXCHANGE PLACE 503 NEW YORK NY 10005 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 3000 PANTHERA USA 8 WEST 40TH STREET 18TH FLOOR NEW YORK NY 10018 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 PLANNED PARENTHOOD 26 BLEECKER STREET NEW YORK NY 10012 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 1000 PUBLICOLOR INC 20 WEST 36TH STREET 9TH FLOOR NEW YORK NY 10018 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 RIN'S RESCUE VIP HOUSE 2400 MACIEL LN CRESCENT CITY CA 95531 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 6000 SAFE WATER NETWORK 122 EAST 42ND STREET SUITE 2800 NEW YORK NY 10168 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 SANTA MONICA ANIMAL SHELTER 1640 NINTH STREET SANTA MONICA CA 90404 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 SAVE THE CHILDREN 501 KING HIGHWAY E SUITE 400 FAIRFIELD CT 06825 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 SECOND STRIDE HORSE RESCUE 7204 HWY 329 CRESTWOOD KY 40014 NONE 502 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 SPCA OF SOUTH FLORIDA 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 10000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 7000 ST LUKE'S WOOD RIVER FOUNDATION PO BOX 7005 KETCHUM ID 83340 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 4000 STAND DOWN HOUSE 3175 S CONGRESS AVENUE SUITE 310 PALM SPRINGS FL 33461 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 1500 SUN VALLEY CENTER FOR THE ARTS 191 5TH ST E KETCHUM ID 83340 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 5000 SUN VALLEY CULINARY INSTITUTE PO BOX 3088 SUN VALLEY ID 83353 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 10000 SUN VALLEY MUSEUM OF ART 191 FIFTH STREET EAST KETCHUM ID 83340 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 10000 SUN VALLEY MUSIC FESTIVAL 120 2ND AVENUE KETCHUM ID 83340 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 14000 SUN VALLEY OPERA 1 SUN VALLEY RD SUN VALLEY ID 83353 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 4500 TEAM RUBICON 1509 16TH ST NW WASHINGTON DC 20036 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 THE RIGHTWAY FOUNDATION 3650 W MARTIN LUTHER KING JR BLVD LOS ANGELES CA 90008 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 30000 WIN (WOMEN IN NEED) ONE STATE STREET PLAZA 18TH FLOOR NEW YORK NY 10004 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 40000 WOODRIVER JEWISH COMMUNITY 471 LEADVILLE AVE N KETCHUM ID 83340 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 6000 WORLD WILDLIFE FOUNDATION 3771 PITT STREET SUITE 283 SCHELLSBURG PA 15559 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2500 WOUNDED VETERANS RELIEF FUND 300 PROSPERITY FARMS RD STE F NORTH PALM BEACH FL 33408 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 1500 WPBT2 14901 NE 20 AVENUE MIAMI FL 33181 NONE 501 (C)(3) TO ACHIEVE CHARITABLE PURPOSE 2000 287500 0 14 151166 18 54317 0 205483 0 205483 0 0 0 0 0 0 0 0 0 0 685983 673446 0 0 INVESTMENT - RACINE ASSOCIATES AT COST 7998 7998 2,000 BLACKROCK BUILD AMER BD AT COST 45053 32520 2,000 GUGGENHEIM BUILD AMER BDS AT COST 47105 32380 DIVIDEND IN TRANSIT 6127 3062 3062 BANK FEES 176 0 176 NYS FILING FEE 250 0 250 K1 RACINE ASSOCIATES - INVESTMENT LOSS 1166 1166 0 FEDERAL TAXES 3000 0 0