2025-10-10T08:17:58-05:00 2024-12-31 113172155 GEORGE L KLUEG CPA PC ONE HUNTINGTON QUADRANGLE 3N18 MELVILLE NY 11747 990PF 2024-01-01 136260339 MAX J & WINNIE S ROSENSHEIN FOUNDATION INC C/O TIM COSTELLO MAXJ 2127554321 60 EAST 42ND STREET 40TH FLOOR NEW YORK NY 10165 TIMOTHY COSTELLO PRESIDENT/DIRECTOR 2127554321 2025-10-08 1 0 GEORGE L KLUEG P00391825 5164443399 2025-10-08 2024 2025-03-06 01:10:19Z X 12945714 X X 402498 402498 727771 1201315 727771 1130269 1130269 59000 2950 56050 4850 2000 2850 15170 170 0 3092 21 3071 82112 5141 61971 542500 542500 624612 5141 604471 505657 1125128 85745 469856 472288 6742708 6836109 11205152 1181934 1211362 1268274 8010387 8517327 12945714 0 0 X 8010387 8517327 8010387 8517327 8010387 8517327 8010387 505657 1283 8517327 0 8517327 ESPEY MFG & ELECTRONICS P 2023-10-18 2024-02-13 24432 15399 9033 9033 PRIMO WATER CORP P 2023-08-25 2024-08-02 21787 15190 6597 6597 ABB LTD SPON P 2022-07-05 2024-01-16 20744 12782 7962 7962 ARCOSA INC P 2018-05-22 2024-10-14 15677 5075 10602 10602 ARCOSA INC P 2019-03-19 2024-10-14 125986 40788 85198 85198 GILEAD SCIENCES INC P 2021-04-20 2024-09-12 41342 33387 7955 7955 MSA SAFETY INC P 2006-07-28 2024-08-02 90024 20027 69997 69997 MSA SAFETY INC P 2015-10-23 2024-10-14 17885 4371 13514 13514 MSA SAFETY INC P 2016-02-10 2024-10-14 68101 16522 51579 51579 NORFOLK SOUTHERN CORP P 2006-07-28 2024-01-29 128322 25785 102537 102537 PRIMO WATER CORP P 2022-11-14 2024-06-17 22948 14386 8562 8562 PRIMO WATER CORP P 2022-11-21 2024-06-17 45896 30651 15245 15245 PRIMO WATER CORP P 2023-07-21 2024-08-02 43575 28568 15007 15007 STERLING INFRA INC P 2020-01-14 2024-02-28 52321 7377 44944 44944 STERLING INFRA INC P 2020-01-14 2024-03-21 54666 7377 47289 47289 STERLING INFRA INC P 2020-06-08 2024-05-08 63846 5618 58228 58228 SUMMIT MATLS INC P 2019-08-12 2024-10-25 2285 961 1324 1324 SUMMIT MATLS INC P 2019-11-08 2024-10-25 18682 9131 9551 9551 SUMMIT MATLS INC P 2019-11-08 2024-10-25 26876 13138 13738 13738 SUMMIT MATLS INC P 2019-07-02 2024-11-25 51374 18701 32673 32673 SUMMIT MATLS INC P 2019-08-12 2024-11-25 48797 18195 30602 30602 SUMMIT MATLS INC P 2019-08-14 2024-11-25 51374 18813 32561 32561 TRINITY INDUSTRIES INC P 2018-03-26 2024-07-12 29320 23236 6084 6084 TRINITY INDUSTRIES INC P 2018-04-30 2024-07-12 58640 46145 12495 12495 TRINITY INDUSTRIES INC P 2014-12-18 2024-08-01 36668 20488 16180 16180 TRINITY INDUSTRIES INC P 2015-04-24 2024-08-01 36668 21433 15235 15235 CAPITAL GAINS DIVIDENDS P 3079 3079 3079 727771 15639 0 15639 0 15639 36532 0 0 0 36532 0 20893 20893 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A TIMOTHY COSTELLO ESQ 2127554321 60 E 42ND STREET 40TH FLOOR NEW YORK NY 10165 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H GOULD 60 EAST 42ND ST 40TH FLOOR NEW YORK NY 10165 TREASURER/SECRETARY 5.00 29500 0 0 TIMOTHY M COSTELLO 60 EAST 42ND ST 40TH FLOOR NEW YORK NY 10165 PRESIDENT 5.00 29500 0 0 ARDA ARSLANIAN 60 EAST 42ND ST 40TH FLOOR NEW YORK NY 10165 DIRECTOR 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STREET 8034 NEW YORK NY 10001 N/A PUBLIC GENERAL CHARITABLE PURPOSE 15000 EMILY KRZYZEWSKI CENTER 904 W CHAPEL HILL STREET DURHAM NC 27701 N/A PUBLIC GENERAL CHARITABLE PURPOSE 60000 EXCELLENCE COMMUNITY SCHOOLS INC 2000 BENEDICT AVENUE BRONX NY 10462 N/A PUBLIC GENERAL CHARITABLE PURPOSE 5000 HER STORY MENTORSHIP INC 50 BRUNDIGE DRIVE GOLDENS BRIDGE NY 10526 N/A PUBLIC GENERAL CHARITABLE PURPOSE 5000 KEEN THEATER COMPANY INC 520 8TH AVENUE STE 328 NEW YORK NY 10018 N/A PUBLIC GENERAL CHARITABLE PURPOSE 7500 LAUREL HOUSE INC 1616 WASHINGTON BOULEVARD STAMFORD CT 06902 N/A PUBLIC GENERAL CHARITABLE PURPOSEGENERAL CHARITABLE PURPOSE 25000 NAZARETH HOUSING INC 519 EAST 11TH STREET NEW YORK NY 10009 N/A PUBLIC GENERAL CHARITABLE PURPOSE 30000 POLICE ATHLETIC LEAGUE INC 34 1/2 EAST 12TH ST NEW YORK NY 10003 N/A PUBLIC GENERAL CHARITABLE PURPOSE 20000 READ AHEAD INC 50 BROAD STREET SUITE 502 NEW YORK NY 10004 N/A PUBLIC GENERAL CHARITABLE PURPOSE 15000 SAFETY SAINTS INC 131 VARICK ST SUITE 916 NEW YORK NY 10013 N/A PUBLIC GENERAL CHARITABLE PURPOSE 5000 SAINT JOSEPH PARENTING CENTER 90 FAIRFIELD AVENUE STAMFORD CT 06902 N/A PUBLIC GENERAL CHARITABLE PURPOSE 20000 SPARKYOUTH NYC INC 444 MADISON AVENUE 6TH FLOOR NEW YORK NY 10022 N/A PUBLIC GENERAL CHARITABLE PURPOSE 20000 ST ELIZABETH SETON CHILDREN'S FOUNDATION 300 CORPORATE BOULEVARD SOUTH YONKERS NY 10701 N/A PUBLIC GENERAL CHARITABLE PURPOSE 30000 THE FERGUSON LIBRARY ONE PUBLIC LIBRARY PLAZA STAMFORD CT 06904 N/A PUBLIC GENERAL CHARITABLE PURPOSE 20000 THE FUND FOR PUBLIC SCHOOLS INC 52 CHAMBERS STREET ROOM 305 NEW YORK NY 10007 N/A PUBLIC GENERAL CHARITABLE PURPOSE 15000 THE LEADERSHIP ACADEMY PO BOX 24995 NEW YORK NY 10087 N/A PUBLIC GENERAL CHARITABLE PURPOSE 10000 URBAN JUSTICE CENTER 40 RECTOR STREET 9TH FLOOR NEW YORK NY 10006 N/A PUBLIC GENERAL CHARITABLE PURPOSE 15000 542500 0 14 402498 18 727771 0 1130269 0 1130269 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4850 2000 2850 AES CORP 84502 57915 ACCELLERON INDUSTRIES 394 1272 ARCHER DANIELS MIDLAND COMPANY 43125 40416 ARCOSA INC 85296 290220 B&G FOODS INC 52249 13780 BP PLC 47672 19391 BAXTER INTL INC 23403 14580 BLACKSTONE MORTGAGE 215629 139280 BOYD GAMING CORP 40969 108810 BRISTOL MYERS SQUIBB COMPANY 30562 56560 CAESARS ENTERTAINMENT 41538 33420 CHEVRON CORP 97694 289680 CONCRETE PUMPING 133820 119880 CORTEVA INC 49574 56960 CUSTOM TRUCK ONE SOURCE 59650 48100 EMERSON ELECTRIC CO 14788 123930 ESPEY MANUFACTURING & ELECTRONICS 27503 30150 FLOUR CORP 179993 246600 FORTUNE BRANDS INNOVATIONS INC 7529 68330 FOSTER L B CO 56554 80700 GAMING & LEISURE 473596 529760 GILEAD SCIENCES INC 105741 138555 GRANITE CONSTRUCTION INC 48710 105252 H&E EQUIPMENT SERVICES 124086 171360 HONEYWELL INTL INC 55023 338835 HUNTSMAN CORP 162991 90150 JP MORGAN CHASE & CO 112925 599275 KINDER MORGAN INC 612763 959000 LIBERTY MEDIA CORP 22064 33280 MSA SAFETY INC 217365 911735 MEDICAL PROPERTIES TRUST 32446 5925 MERCK & COMPANY INC 123011 248700 MOOG INC CLASS A 109294 649572 NATIONAL PRESTO IND INC 152029 196840 NORFOLK SOUTHERN CORP 23441 117350 NORTHWEST PIPE CO 446995 989330 OAKTREE SPECIALTY LENDING GROUP 56262 50928 OLIN CORP 55431 37180 ORGANON & CO 6162 3730 OVINTIV INC 385862 307800 OWENS CORNING INC 32341 170320 PEPSICO INC 18800 152060 PFIZER INC 118174 159180 PRIMORIS SERVICES CORP 96568 305600 REDWOOD TRUST INC 162582 104480 SIRIUS XM HOLDINGS INC 170399 114570 SOTHERLY HOTELS INC 83701 13971 SPORTSMANS WAREHOUSE 18155 13350 STERLING INFRASTRUCTURE INC 16853 252675 SUNRISE COMMUNICATIONS 125630 103392 TRINITY CAPITAL INC 90430 86820 TRINITY INDUSTRIES INC 61831 105300 UNION PACIFIC CORP 42441 319256 VIATRIS INC 214195 186750 WIDEOPENWEST INC 136455 59520 XYLEM INC 19762 92816 LIBERTY GLOBAL LTD 165376 153120 STRATASYS LTD 108358 66675 CNH INDUSTRIAL 59813 56650 SOTHERLY HOTELS INC 83600C301 141045 102000 SOTHERLY HOTELS INC 83600C509 268266 202400 WELLS FARGO & COMPANY 59480 59716 NUGENE TECHNOLOGIES 6813 0 LEGG MASON WA FMV 171573 130488 ARES CAPITAL CORP FMV 310643 394020 GOLUB CAPITAL BDC INC FMV 133824 121280 HERCULES CAPITAL INC FMV 150304 200900 NEUBERGER BERMAN ENERGY FMV 188170 176600 ROYCE SMALL CAP TRUST INC FMV 29444 31600 SIXTH STREET FMV 174043 191700 VIRTUS STONE HARBOR FMV 53361 21686 BANK CHARGES 48 0 48 D&O INSURANCE 2273 0 2273 NYS FILING FEES 750 0 750 ADR FEES 21 21 0 ACCRUED INCOME 1283 FOREIGN TAXES 170 170 0 EXCISE TAX 15000 0 0