2025-05-09T08:43:12-07:00 2024-06-30 061528114 WF Carothers & Co LLC 1051 Old Academy Rd Fairfield CT 06824 990PF 2023-07-01 136400009 The Altschul Foundation ALTS 2124509851 c/o-Fox Rothschild LLP-101 Park Ave New York NY 10178 Daniel L Kurtz Treasurer 2124509851 2024-11-10 true true William F Carothers P01324818 2037676631 2025-05-09 X 2023 2025-03-06 01:10:19Z X X 14171820 X 0 X 592 592 408784 408784 361626 2888851 361626 0 0 771002 771002 17147 17147 8428 4214 4214 96821 96821 9267 0 43865 3267 40011 175528 104302 61372 500000 500000 675528 104302 561372 95474 666700 93868 128387 128387 129254 83266 83266 0 0 1589120 1487796 1484062 4163014 3684169 10007862 1794320 2481432 2468243 0 0 0 0 0 0 7769576 7865050 14171820 0 0 0 0 0 0 0 0 X 7769576 7865050 7769576 7865050 7769576 7865050 7769576 95474 7865050 7865050 Publicly traded securities 2888851 0 2527225 361626 0 0 0 361626 361626 9267 0 9267 0 9267 17527 0 17527 -17527 X 42 8218 8218 false false false false false false false true true NY true false false false false true N/A Treasurer 2124509851 101 Park Avenue New York NY 10178 false false false false true false false false false false false false false false false false false false false false false Susan Rothstein Schwimmer c/o Altschul Foundation 101 Park Av New York NY 10178 President, Trustee 3.00 0 0 0 Kathleen Diamant c/o Altschul Foundation 101 Park Av New York NY 10178 VP, Secretary, Trustee 2.00 0 0 0 Daniel L Kurtz Esq c/o Altschul Foundation 101 Park Av New York NY 10178 Treasurer, Trustee 2.00 0 0 0 Elizabeth Olofson c/o Altschul Foundation 101 Park Av New York NY 10178 Trustee 2.00 0 0 0 NONE 0 Carret Asset Management LLC 360 Madison Avenue 20th Floor New York NY 10017 Investment management services 96821 0 Grants to various charitable organizations - see Part XIV listing. 500000 13296218 245777 0 13541995 0 0 13541995 203130 13338865 666943 666943 9267 9267 657676 657676 657676 561372 561372 657676 132755 85445 32869 0 0 251069 561372 0 0 561372 0 96304 96304 154765 0 0 0 0 36451 118314 85445 32869 0 0 0 X Achilles Intl Inc (Kids Program) 315 W 39th St New York NY 10018 PC General charitable,benevolent, scientific& educational purposes 4500 Alvin Ailey Amer Dance Theatre 405 W 55th St New York NY 10019 PC General charitable,benevolent, scientific& educational purposes 23000 Anti-Defamation League 605 Third Ave New York NY 10158 PC General charitable,benevolent, scientific& educational purposes 8000 City of Hope (B I Rothstein Memorial Fund) 1500 E Duarte Rd Duarte CA 91010 PC General charitable,benevolent, scientific& educational purposes 20000 DonorsChooseorg 134 W 37th St New York NY 10018 PC General charitable,benevolent, scientific& educational purposes 6000 Ethical Culture Fieldston School 3901 Fieldston Road Bronx NY 10471 PC General charitable,benevolent, scientific& educational purposes 10000 Friends of McGill Univ 155 E 72nd St New York NY 10021 PC General charitable,benevolent, scientific& educational purposes 25000 Dana-Farber Cancer Institute 450 Brookling Ave Boston MA 02215 PC General charitable,benevolent, scientific& educational purposes 15000 Mt Sinai Sch of Med- ObstetricsGynecology& Reprod Sciences 1 Gustave Levy Place New York NY 10029 PC General charitable,benevolent, scientific& educational purposes 9000 Mt Sinai Sch of Med-Brookdale Dept of Geriatrics&Adult Devel 1 Gustave Levy Place New York NY 10029 PC General charitable,benevolent, scientific& educational purposes 10000 Pencil (Intership Program) 30 W 26th St New York NY 10010 PC General charitable,benevolent, scientific& educational purposes 9000 Read Alliance 80 Maiden Lane New York NY 10038 PC General charitable,benevolent, scientific& educational purposes 18000 Trustees of Tufts College 419 Boston Ave Medford MA 02155 PC General charitable,benevolent, scientific& educational purposes 9000 Americans for Peace Now 1320 19th St NW Washington DC 20036 PC General charitable,benevolent, scientific& educational purposes 5000 Center for Constitutional Rights 666 Broadway New York NY 10012 PC General charitable,benevolent, scientific& educational purposes 20000 CISPES Education Fund 1525 Newton St NW Washington DC 20010 PC General charitable,benevolent, scientific& educational purposes 5000 Library of America 14 E 60th St New York NY 10022 PC General charitable,benevolent, scientific& educational purposes 5000 Film Forum 209 W Houston St New York NY 10014 PC General charitable,benevolent, scientific& educational purposes 6250 Fountain House Inc 425 W 47th St New York NY 10036 PC General charitable,benevolent, scientific& educational purposes 21750 Indiana University 107 S Indiana Ave Bloomington IN 47405 PC General charitable,benevolent, scientific& educational purposes 10000 Vibrant Emotional Health 50 Broadway New York NY 10004 PC General charitable,benevolent, scientific& educational purposes 10000 Natl Ctr of Philanthropy and the Law Inc 139 McDougal St New York NY 10012 PC General charitable,benevolent, scientific& educational purposes 35000 Osborne Assn 809 Westchester Ave Bronx NY 10455 PC General charitable,benevolent, scientific& educational purposes 5000 Soc for Preserv of Weeksville & Bedford-Stuyvesant 158 Buffalo Ave Brooklyn NY 11213 PC General charitable,benevolent, scientific& educational purposes 12500 Third Street Music School 235 E 11th St New York NY 10003 PC General charitable,benevolent, scientific& educational purposes 10000 Intl Refugee Assistance Project One Battery Park Plaza New York NY 10004 PC General charitable,benevolent, scientific& educational purposes 10000 Wikimedia Foundation Inc 1 Montgomery St San Francisco CA 94104 PC General charitable,benevolent, scientific& educational purposes 6000 Bank Street College of Education 610 W 112th St New York NY 10025 PC General charitable,benevolent, scientific& educational purposes 29000 Design Trust for Public Spaces Inc 40 Worth St New York NY 10013 PC General charitable,benevolent, scientific& educational purposes 22250 Sunset Park Health Council dba Fam Health Ctrs at NYU Langone 150 55th St Brooklyn NY 11220 PC General charitable,benevolent, scientific& educational purposes 22250 Food With Fam 456 Washington St New York NY 10013 PC General charitable,benevolent, scientific& educational purposes 15000 Achilles Intl (Freedom Team) 315 W 39th St New York NY 10018 PC General charitable,benevolent, scientific& educational purposes 8000 Natl Council of Jewish Women-Peninsula Section 342 Central Ave Lawrence NY 11559 PC General charitable,benevolent, scientific& educational purposes 15000 CAPP at The New York Foundling 590 Ave of the Americas New York NY 10011 PC General charitable,benevolent, scientific& educational purposes 10000 Child HELP Pship at St John's Univ 152-11 Union Turnpike Flushing NY 11367 PC General charitable,benevolent, scientific& educational purposes 10500 Mass General Hospital(Multiple Sclerosis Clinic) 15 Parkman St - WAC 835 Boston MA 02114 PC General charitable,benevolent, scientific& educational purposes 35000 Moms for Moms NYC 68 34th St Brooklyn NY 11232 PC General charitable,benevolent, scientific& educational purposes 5000 500000 14 592 14 408784 18 361626 771002 771002 false false false false false false false false false false W.F.Carothers & Co., LLC Tax return 8428 4214 4214 Publicly traded investments 2888851 2527225 361626 Bank of America-4.2%-due 08/26/24-$200k face value 200343 199504 Abbvie-2.6%-due 11/21/24-$250k face value 247119 247162 Verizon Communics-3.376%-due 02/15/25-$250k face value 246882 246559 Lowes Cos.-4.0%-due 04/15/25-$200k face value 198905 197542 IBM-4.0%-due 07/27/25-$200k face value 199009 197147 UnitedHealthGrp-5.15%-due 10/15/25-$200k face value 201241 199702 Bank of NY Mellon-3.95%-due 11/18/25-$300k face value 295607 294918 AT&T-3.875%-due 01/15/26-$200k face value 198095 195332 CVS Health-5.0%-due 02/20/26-$300k face value 301239 297691 Morgan Stanley-3.95%-due 04/23/27-$200k face value 193999 193184 Marriott Intl-5.0%-due 10/15/27-$200k face value 198993 199502 3M - 400 common 24962 40876 Abbott Labs - 1,000 common 20581 103910 Abbvie - 1,300 common 25180 222976 Akamai Technologies - 1,500 common 146799 135120 Allstate - 1,200 common 28740 191592 Alphabet Cl C - 3,500 Cl C 198989 641970 American Electric Power - 1,485 common 52088 130294 American Express - 1,100 common 30069 254705 Apple - 3,000 common 57749 631860 AT&T - 2,000 commmon 39178 38220 Bank of NY Mellon - 2,000 common 31705 119780 Bank of America - 3,000 common 38031 119310 Berkshire Hathaway Cl B - 875 Cl B 63368 355950 Blackstone - 2,000 common 110514 247600 Bristol Myers Squibb - 2,500 common 142352 103825 Broadcom - 400 common 152664 642212 Chevron - 1,400 common 47121 218988 Cisco Sys - 5,000 common 90791 237550 Coca-Cola - 1,500 common 47069 95475 Comcast Cl A - 2,100 Cl A 22337 82236 Corning - 2,000 common 38555 77700 CVS Health - 3,000 common 86259 177180 D R Horton - 400 common 13560 56372 Dominion Energy - 1,000 common 52595 49000 Dow Chem - 1,000 common 40302 53050 Eaton - 350 common 38297 109742 FedEx - 725 common 198334 217384 Ford Motor - 4,000 common 49660 50160 Healthpeak Properties - 1,685 common 44412 33026 Hewlett Packard Enterprise - 3,000 common 51590 63510 Johnson & Johnson - 1,500 common 57375 219240 JPMorgan Chase - 2,200 common 67409 444972 Kimberly Clark - 1,050 common 42237 145110 L3Harris Technologies - 800 common 120155 179664 Marathon Petroleum - 750 common 3763 130110 McDonalds - 500 common 15131 127420 Merck & Co - 1,550 common 55936 191890 Microsoft - 1,400 common 33840 625730 Morgan Stanley - 2,000 common 103320 194380 Novartis AG - 1,000 ADRs 58522 106460 Oneok New - 2,000 common 121145 163100 Pepsico - 1,100 common 38376 181423 Pfizer - 3,000 common 91049 83940 Procter & Gamble - 500 common 28015 82460 RTX - 700 common 49269 70273 Simon Ppty Grp New - 750 common 97439 113850 Southern Co - 3,000 common 99305 232710 SS&C Technologies Holdings - 1,000 common 74700 62670 Target - 1,000 common 51988 148040 The Kraft Heinz Co - 2,000 common 60573 64440 Travelers Companies - 1,000 common 34195 203340 UnitedHealthGrp - 365 common 118545 185880 Verizon Communics - 3,052 common 117410 125864 Vici Properties - 2,732 common 77336 78244 Walmart - 3,630 common 60407 245788 Walt Disney - 1,000 common 22878 99291 1487796 1484062 Pryor Cashman LLP Legal 17147 17147 Administrative services 40011 40011 Bank fees 445 445 Insurance expense 2072 2072 Tax filing fee 750 750 Miscellaneous 587 Carret Asset Mgment Investment advisory 96821 96821 Federal excise taxes 9267