| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| ACCOUNTING FEES | 3,700 | 1,850 | 1,850 |
| Category | Amount |
|---|---|
| NONE | 0 |
| Grantee's Name | Grantee's Address | Grant Date | Grant Amount | Grant Purpose | Amount Expended By Grantee | Any Diversion By Grantee? | Dates of Reports By Grantee | Date of Verification | Results of Verification |
|---|---|---|---|---|---|---|---|---|---|
|
ALLIED PRINTING SERVICES CHARITABLE FOUNDATION |
PO BOX 850 MANCHESTER,CT06045 |
2020-09-24 | 10,000 | TO SUPPORT CONNECTICUT CHILDREN'S MEDICAL CENTER, CUSHING ACADEMY, FIDELCO GUIDE DOG FOUNDATION AND MEMORIAL SLOAN KETTERING CANCER CENTER. | 10,000 | NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | 09/24/20 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORTS FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53-4945-5(C)). | |
|
CENTRAL NATIONAL GOTTESMAN FOUNDATION CANADA |
200 GALCAT DRIVE VAUGHAN,ONTARIOL4L 0B9 CA |
2020-07-30 | 50,000 | TO RELIEVE POVERTY BY OPERATING A SOUP KITCHEN. | 50,000 | NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | 07/30/20 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORTS FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53-4945-5(C)). | |
|
CENTRAL NATIONAL GOTTESMAN FOUNDATION CANADA |
200 GALCAT DRIVE VAUGHAN,ONTARIOL4L 0B9 CA |
2020-12-03 | 2,500 | TO RELIEVE POVERTY BY OPERATING A SOUP KITCHEN. | 2,500 | NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | 12/03/20 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORTS FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53-4945-5(C)). | |
|
CENTRAL NATIONAL GOTTESMAN FOUNDATION CANADA |
200 GALCAT DRIVE VAUGHAN,ONTARIOL4L 0B9 CA |
2020-12-15 | 1,200 | TO RELIEVE POVERTY BY OPERATING A SOUP KITCHEN. | 1,200 | NO PART HAS BEEN USED FOR OTHER THAN ITS INTENDED PURPOSE. | 12/15/20 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORTS FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE HAS NOT BEEN ANY REASON TO DOUBT THEIR ACCURACY OR RELIABILITY (REG. 53-4945-5(C)). |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ADIENT PLC | 789,796 | 434,625 |
| BERKSHIRE HATHAWAY INC-CL B | 480,722 | 602,862 |
| CF INDUSTRIES HOLDINGS INC | 462,644 | 623,231 |
| CHARLES SCHWAB CORP | 806,650 | 1,190,748 |
| CITIGROUP INC | 2,173,801 | 2,898,020 |
| DEERE & CO | 1,762,264 | 3,524,555 |
| DR HORTON INC | 1,084,016 | 2,756,800 |
| FORD MOTOR COMPANY | 1,300,822 | 1,028,430 |
| GENERAL MOTORS CO | 3,891,292 | 5,300,772 |
| GOLDMAN SACHS GROUP, INC | 2,811,069 | 4,456,699 |
| LEAR CORP | 154,284 | 222,642 |
| LENNAR CORPORATION - CLASS A | 2,039,666 | 3,430,350 |
| LENNAR CORPORATION - CLASS B | 75,024 | 55,631 |
| MORGAN STANLEY | 2,570,009 | 4,529,833 |
| OWENS CORNING | 280,623 | 507,592 |
| PULTE GROUP INC | 533,125 | 1,021,944 |
| TOLL BROTHERS INC | 573,594 | 851,143 |
| WHIRLPOOL CORPORATION | 2,610,544 | 4,138,636 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FILING FEE | 750 | 0 | 750 | |
| CUSTODY FEES | 6,188 | 6,188 | 0 | |
| COMMITTEE FEES | 14,500 | 0 | 14,500 | |
| MISCELLANOUS FEES | 1,110 | 888 | 222 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | 347,323 | 347,323 | 0 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FEDERAL INCOME TAX | 10,000 | 0 | 0 |