| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| RETURN PREPARATION AND TAX COMPLIANCE | 4,000 | 0 | 4,000 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
|
CENTRAL NATIONAL GOTTESMAN FOUNDATION CANADA |
200 GALCAT DRIVE VAUGHAN,ONTARIOL4L 0B9 CA |
2023-06-29 | 50,000 | PROVIDE GRANTS TO CANADIAN REGISTERED CHARITIES TO PROMOTE THE HEALTH, EDUCATION, WELFARE AND VOCATIONAL OPPORTUNITIES OF CANADIAN RESIDENTS. | 50,000 | NONE | 05/15/2024 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORT FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE WAS NOT ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY AS PERMITTED BY TREASURY REGULATIONS SECTION 53-4945-5(C)(1). | |
|
ALLIED PRINTING SERVICES CHARITABLE FOUNDATION |
PO BOX 850 MANCHESTER,CT06045 |
2024-02-28 | 1,154 | ASSIST IN PROVIDING CANCER RESEARCH AS PART OF THE MEMORIAL SLOAN KETTERING CANCER CENTER'S YOUNG ONSET COLORECTAL CANCER PROGRAM. | 1,154 | NONE | 11/15/2024 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORT FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE WAS NOT ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY AS PERMITTED BY TREASURY REGULATIONS SECTION 53-4945-5(C)(1). | |
|
CENTRAL NATIONAL GOTTESMAN FOUNDATION CANADA |
200 GALCAT DRIVE VAUGHAN,ONTARIOL4L 0B9 CA |
2024-08-07 | 65,000 | PROVIDE GRANTS TO CANADIAN REGISTERED CHARITIES TO PROMOTE THE HEALTH, EDUCATION, WELFARE AND VOCATIONAL OPPORTUNITIES OF CANADIAN RESIDENTS. | 52,554 | NONE | 11/19/2024 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORT FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE WAS NOT ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY AS PERMITTED BY TREASURY REGULATIONS SECTION 53-4945-5(C)(1). | |
|
D'ADDARIO FOUNDATION INC |
595 SMITH STREET FARMINGDALE,NY11735 |
2024-07-31 | 4,000 | PROVIDE AS MANY CHILDREN AS POSSIBLE WITH ACCESS TO A BETTER LIFE THROUGH MUSIC EDUCATION. | 4,000 | NONE | 5/5/2025 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORT FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE WAS NOT ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY AS PERMITTED BY TREASURY REGULATIONS SECTION 53-4945-5(C)(1). | |
|
D'ADDARIO FOUNDATION INC |
595 SMITH STREET FARMINGDALE,NY11735 |
2023-05-18 | 4,000 | PROVIDE AS MANY CHILDREN AS POSSIBLE WITH ACCESS TO A BETTER LIFE THROUGH MUSIC EDUCATION. | 4,000 | NONE | 5/13/2024 | CENTRAL NATIONAL GOTTESMAN FOUNDATION REVIEWED THE REPORT FOR COMPLETENESS, BUT DID NOT UNDERTAKE ANY INDEPENDENT VERIFICATION OF THE GRANTEE'S REPORTS AS THERE WAS NOT ANY REASON TO DOUBT ITS ACCURACY OR RELIABILITY AS PERMITTED BY TREASURY REGULATIONS SECTION 53-4945-5(C)(1). |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| ARROW ELECTRONICS, INC. | 1,438,488 | 1,357,440 |
| AVNET, INC. | 1,095,571 | 1,308,000 |
| CITIGROUP INC. | 4,930,242 | 6,335,100 |
| DR HORTON INC. | 2,700,967 | 5,592,800 |
| GENERAL MOTORS CO. | 5,070,120 | 7,990,500 |
| LEAR CORPORATION | 1,689,443 | 1,231,100 |
| LENNAR CORPORATION - CLASS A | 3,054,131 | 7,841,275 |
| MERITAGE HOMES CORPORATION | 241,151 | 461,460 |
| NOV INC. | 318,460 | 292,000 |
| OSHKOSH CORP. | 1,287,920 | 1,426,050 |
| PULTEGROUP INC. | 1,220,360 | 3,267,000 |
| TEREX CORPORATION | 636,480 | 651,702 |
| TOLL BROTHERS INC | 895,945 | 3,148,750 |
| VALLOUREC SA | 1,605,463 | 1,700,291 |
| Description | Beginning of Year - Book Value | End of Year - Book Value | End of Year - Fair Market Value |
|---|---|---|---|
| OTHER RECEIVABLES | 51,980 | 51,980 |
| Description | Revenue and Expenses per Books | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| CUSTODY FEES | 13,239 | 13,239 | 0 | |
| STATE FILING FEES | 1,500 | 0 | 1,500 |
| Description | Amount |
|---|---|
| GRANT RECOVERIES | 38,628 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEES | 622,218 | 622,218 | 0 | |
| GRANT COMMITTEE FEES | 16,000 | 0 | 16,000 | |
| TECHNOLOGY CONSULTING | 15,000 | 0 | 15,000 |
| Category | Amount | Net Investment Income | Adjusted Net Income | Disbursements for Charitable Purposes |
|---|---|---|---|---|
| FOREIGN TAX | 592 | 592 | 0 | |
| FEDERAL EXCISE TAX | 120,384 | 0 | 0 |