2025-11-17T14:20:33-06:00 2024-12-31 274507046 FRANKEL LOUGHRAN STARR & VALLONE LLP-WA 7900 SE 28TH ST - STE 226 MERCER ISLAND WA 98040 990PF 2024-01-01 134007527 THE ROBERT AND KATE NIEHAUS FOUNDATION ROBE 2128940660 770 PARK AVENUE NEW YORK NY 10021 ROBERT H NIEHAUS VICE PRESIDENT 2128940660 2025-11-15 1 1 DARCY A LOUGHRAN P00429203 2062754600 2025-11-14 2024 2025-03-06 01:10:19Z X 33267424 X 4011469 120932 120932 589348 589348 4635980 11527556 4635980 37080 9835 9394809 5356095 0 0 0 12993 0 12993 45145 22573 22572 17207 17207 0 117000 11733 0 286772 284746 750 479117 336259 36315 6263975 6263975 6743092 336259 6300290 2651717 5019836 1551374 745081 745081 9750 9750 9750 9750 2234593 3108976 3112552 11677371 10485866 20408887 6402893 7157767 8897841 67184 93313 93313 21943165 21600753 33267424 0 0 X 0 0 0 0 21943165 21600753 21943165 21600753 21943165 21600753 21943165 2651717 0 24594882 2994129 21600753 MORGAN STANLEY #2279 LONG TERM SALES 4547824 1357307 3190517 3190517 UBS #67637 SHORT TERM SALES 5870 4457 1413 1413 UBS #67637 LONG TERM SALES 142678 99776 42902 42902 UBS #66040 SHORT TERM SALES 24900 25235 -335 -335 UBS #66040 LONG TERM SALES 164490 142724 21766 21766 UBS #66040 CAPITAL GAIN DISTRIBUTION 42 42 42 GLENMEDE LONG TERM SALES 2424380 1575884 848496 848496 GLENMEDE CAPITAL GAIN DISTRIBUTION 377239 377239 377239 ST GAINS THRU PARTNERSHIPS P 46809 -46809 -46809 LT GAINS THRU PARTNERSHIPS P 206073 206073 206073 GLENMEDE SHORT TERM SALES 3634060 3639384 -5324 -5324 4635980 69776 0 69776 0 69776 74610 0 20000 0 94610 X 0 24834 24834 0 0 0 0 0 0 0 0 0 1 1 0 1 1 NY 1 0 1 0 0 1 N/A ROBERT H NIEHAUS 2128940660 770 PARK AVENUE NEW YORK NY 10021 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATE NIEHAUS 770 PARK AVENUE NEW YORK NY 10021 PRESIDENT 5.00 0 0 0 ROBERT H NIEHAUS 770 PARK AVENUE NEW YORK NY 10021 VP & TREASURER 5.00 0 0 0 JEROME L LEVINE 6 COLVIN ROAD SCARSDALE NY 10583 DIRECTOR 1.00 0 0 0 NONE 0 THE GLENMEDE TRUST COMPANY 1650 MARKET STREET STE 1200 PHILADELPHIA PA 191037391 MANAGE INVESTMENTS 74947 0 0 21362691 2903609 8853657 33119957 0 0 33119957 496799 32623158 1631158 1631158 69776 69776 1561382 0 1561382 0 1561382 6300290 0 6300290 1561382 0 0 2646101 3840111 4572953 5149359 5123391 21331915 6300290 0 0 0 1561382 4738908 0 0 26070823 0 0 0 0 0 0 2646101 23424722 3840111 4572953 5149359 5123391 4738908 ROBERT H NIEHAUS X ABRAMS CAPITAL PARTNERS I LP 222 BERKELEY STREET 21ST FLOOR BOSTON MA 02116 NONE PC CHARITABLE CONTRIBUTION - FLOW THROUGH FROM PARTNERSHIP INVESTMENT 37 ARCHDIOCESE OF NEW YORK CARDINAL'S ANNUAL APPEAL 1011 FIRST AVENUE FL 16 NEW YORK NY 10022 NONE PC CHARITABLE CONTRIBUTION - TO SUPPORT PARISHES THAT ARE IN FINANCIAL DIFFICULTY. 200000 CAMFED USA FOUNDATION 466 GEARY STREET SAN FRANCISCO CA 94102 NONE PC CHARITABLE CONTRIBUTION - TO FIGHT POVERTY AND HIV/AIDS IN AFRICA BY EDUCATING GIRLS AND EMPOWERING WOMEN TO BECOME LEADERS OF CHANGE. 300000 CATHOLIC RELIEF SERVICES INC PO BOX 5200 HARLAN IA 515930700 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE ASSISTANCE TO THE POOR OVERSEAS WITHOUT REGARD TO RACE, RELIGION OR NATIONALITY BY RESPONDING TO EMERGENCIES AND FIGHTING POVERTY. 250000 COOKE SCHOOL & INSTITUTE 1713 MADISON AVENUE NEW YORK NY 10029 NONE PC CHARITABLE CONTRIBUTIONS - TO PROVIDE EDUCATIONAL AND THERAPEUTIC SERVICES TO STUDENTS WITH SPECIAL NEEDS. 100000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVENUE 1100N BETHESDA MD 20814 NONE PC CHARITABLE CONTRIBUTION - TO CURE CYSTIC FIBROSIS (CF) AND TO PROVIDE ALL PEOPLE WITH CF THE OPPORTUNITY TO LEAD LONG, FULFILLING LIVES. 600000 DE LA SALLE ACADEMY 332 WEST 43RD STREET NEW YORK NY 10036 NONE PC CHARITABLE CONTRIBUTION - TO OFFER ACADEMICALLY TALENTED, ECONOMICALLY LESS ADVANTAGED CHILDREN OF DIVERSE BACKGROUNDS A LIFE-CHANGING EDUCATIONAL EXPERIENCE, WHERE THEY ARE EMPOWERED TO REACH THEIR FULL POTENTIAL. 350000 DON BOSCO COMMUNITY CENTER OF PORT CHESTER INC 22 DON BOSCO PLACE PORT CHESTER NY 10573 NONE PC CHARITABLE CONTRIBUTION - TO ENABLE ALL PEOPLE, ESPECIALLY THE YOUNG AND THOSE WHOSE IN NEED, TO REALIZE THEIR FULLEST POTENTIAL AS PRODUCTIVE, RESPONSIBLE, AND CARING CITIZENS. 100000 DON BOSCO CRISTO REY HIGH SCHOOL PO BOX 56481 WASHINGTON DC 20040 NONE PC CHARITABLE CONTRIBUTION - TO EDUCATE UNDERSERVED YOUTH AND PREPARE THEM FOR COLLEGE AND CAREERS. 1300000 ENERGY TRANSFER LP 8111 WESTCHESTER DRIVE SUITE 600 DALLAS TX 75225 NONE PC CHARITABLE CONTRIBUTION - FLOW THROUGH FROM PARTNERSHIP INVESTMENT 175 FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS -FOCUS 603 PARK POINT DRIVE GENESEE CO 80401 NONE PC CHARITABLE CONTRIBUTION - TO LAUNCH COLLEGE STUDENTS INTO LIFELONG CATHOLIC MISSION. 200000 JOHN HOPKINS UNIVERSITY 3910 KESWICK ROAD NO N4327B BALTIMORE MD 21211 NONE PC CHARITABLE CONTRIBUTION - TO EDUCATE STUDENTS, TO FOSTER INDEPENDENT & ORIGINAL RESEARCH, AND TO SHARE BENEFITS DISCOVERED. 208719 MEMORIAL SLOAN-KETTERING CANCER CENTER 1275 YORK AVENUE NEW YORK NY 100656007 NONE PC CHARITABLE CONTRIBUTION - PREVENTION, TREATMENT, AND CURE OF CANCER THROUGH EXCELLENCE, VISION, AND COST EFFECTIVENESS IN PATIENT CARE, OUTREACH PROGRAMS, RESEARCH, AND EDUCATION. 400000 MERCY COLLEGE 555 BROADWAY DOBBS FERRY NY 10522 NONE PC CHARITABLE CONTRIBUTION - PROVIDE QUALITY EDUCATION AND IMPART A LOVE OF LIFE-LONG LEARNING THROUGH EXCEPTIONAL ACADEMIC COURSES AND INNOVATIVE PROGRAMS 200000 MUSEUM OF THE CITY OF NEW YORK 1220 FIFTH AVENUE NEW YORK NY 10029 NONE PC CHARITABLE CONTRIBUTION - SUPPORT OF THE MUSEUM'S FREDERICK A.O. SCHWARZ CHILDREN'S CENTER 10000 PLAINS ALL AMERICAN PIPELINE LP 333 CLAY ST STE 1600 HOUSTON TX 77002 NONE PC CHARITABLE CONTRIBUTION - FLOW THROUGH FROM PARTNERSHIP INVESTMENT 44 SAVE THE CHILDREN FEDERATION INC 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 NONE PC CHARITABLE CONTRIBUTION - TO INSPIRE BREAKTHROUGHS IN THE WAY THE WORLD TREATS CHILDREN AND TO ACHIEVE IMMEDIATE AND LASTING CHANGE IN THEIR LIVES. 350000 ST PHILLIP NERI CHURCH & SCHOOL 6500 KAWANNE AVE METAIRIE LA 70003 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE A CATHOLIC COMMUNITY WHERE ALL STAKEHOLDERS SHARE THE RESPONSIBILITY OF DEVELOPING EACH CHILD SPIRTUALLY, INTELLECTUALLY, EMOTIONALLY, SOCIALLY, AND PHYSICALLY. 245000 ST PAUL'S PARISH (HARVARD CATHOLIC CENTER) 29 MOUNT AUBURN STREET CAMBRIDGE MA 02138 NONE PC CHARITABLE CONTRIBUTION - TO LAUNCH COLLEGE STUDENTS INTO LIFELONG CATHOLIC MISSION. 100000 STUDENT SPONSER PARTNERSHIP INC 424 MADISON AVENUE NO 1002 NEW YORK NY 10017 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE AT-RISK YOUTHS WITH TUITION NEEDED TO ATTEND PRIVATE PAROCHIAL HIGH SCHOOLS IN NYC 150000 SUCCESS ACADEMY CHARTER SCHOOLS INC 95 PINE STREET 6TH FLOOR NEW YORK NY 10005 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE CHILDREN IN NYC WITH A HIGH QUALITY EDUCATION THAT GIVES THEM THE KNOWLEDGE, SKILLS, CHARACTER & DISPOSITION TO MEET & EXCEED NYS STANDARDS, & THE RESOURCES TO SUCCEED 500000 THE ASIA SOCIETY 725 PARK AVENUE NEW YORK NY 100215088 NONE PC CHARITABLE CONTRIBUTION - TO CONNECT PEOPLE AND INSTITUTIONS IN ASIA AND THE WORLD 200000 TOUCH HEALTH INC 18 WEST 18TH ST NEW YORK NY 10011 NONE PC CHARITABLE CONTRIBUTION - TO HELP BUILD THE HEALTH SYSTEMS OF THE FUTURE FOR SUB-SAHARAN AFRICA BY STRENGTHENING THE FOUNDATIONAL BUILDING BLOCKS OF HIGH-QUALITY CARE. 100000 TREY WHITFIELD SCHOOL 17 HINSDALE STREET BROOKLYN NY 11207 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE AFFORDABLE AND ACCESSIBLE EDUCATION. 100000 THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN 171 CLIFTON AVENUE NEWARK NJ 071040500 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE CHILDREN IN NEED WITH THE OPPORTUNITY FOR A QUALITY, VALUES-BASED EDUCATION IN A SAFE ENVIRONMENT. 50000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 NONE PC CHARITABLE CONTRIBUTION - TO PROVIDE GUIDE DOGS TO PEOPLE WITH VISION LOSS, AT NO COST TO THE INDIVIDUAL. TO CONNECT EXCEPTIONAL DOGS WITH INDIVIDUALS FOR GREATER INDEPENDENCE. 250000 6263975 0 14 120932 14 589348 18 4635980 PLAINS ALL AMERICAN PIPELINE LP 523000 1195 ENERGY TRANSFER LP 523000 20716 01 -2540 ABRAMS CAPITAL PARTNERS I, L.P. 523000 -17269 01 10346 EXCISE TAX REFUND - 990PF 01 44610 EXCISE TAX REFUND - CT13 01 250 STATE REFUNDS/OPA 01 95 NONDIVIDEND DISTRIBUTIONS 01 4880 GCP CAPITAL PARTNERS V-A LP - OUTSIDE FUND EXP 01 -27232 DRAWBRIDGE LONG DATED VALUE FUND III (B), LP 01 2029 4642 5378698 0 5383340 0 0 0 0 0 0 0 0 0 0 X X 1 ROBERT H NIEHAUS 770 PARK AVENUE NEW YORK NY 10021 2970419 X X 2 KATE S NIEHAUS 770 PARK AVENUE NEW YORK NY 10021 1041050 X X 1 12,000 SHS ISHARES TECH SECTOR ETFBASIS: $355,437 1040460 2024-03-26 1 5,000 SHS PEPSICO INCBASIS: $212,450 870425 2024-05-28 1 38,701 SHS NEXTDECADE CORPBASIS: $131,424 210437 2024-10-23 1 1,500 SHS UNITED HEALTH GROUPBASIS: $77,025 849097 2024-10-23 2 2,000 SHS UNITED HEALTH GROUPBASIS: $241,004 1041050 2024-01-16 FRANKEL LOUGHRAN STARR & VALLONE LLP-WA - TAX PREP 45145 22573 22572 4,000 SHS PHILLIPS 66 115552 455720 4,012 SHS CROWN CASTLE INTL 146515 364129 30,000 SHS MAPELEY WI 1540094 15400 GLENMEDE - SEE ATTACHED 6698666 10808475 20,000 SHS PLAINS ALL AMERICAN 107812 341600 UBS #67637- SEE ATTACHED 407689 640038 30,000 SHS ISHARES EXP TECH 467784 3062700 150,000 SHS ENERGY TRANSFER LP 150531 2938500 15,000 SHS ANNALY CAPITAL MGMT 283744 274500 UBS #66040- SEE ATTACHED 482499 623305 2,000 SHS PEPSICO INC INC 84980 304120 20,000 SHS IRIDIUM COMMUNICATIONS INC COM 0 580400 3108976 3112552 0 0 DRAWBRIDGE LONG DATED VALUE FD AT COST 937587 297064 ABRAMS CAPITAL PARTNERS I LP AT COST 4034866 5435452 FORTRESS INVESTMENT FD - B AT COST 328235 16811 BRIDGE DEBT STRATEGIES IV INTL AT COST 473237 707602 BDS IV INTERNATIONAL BLOCKER AT COST 464784 281812 FORTRESS INVESTMENT IV SISTER AT COST 303409 178078 GCP CAPITAL PARTNERS V-A, LP AT COST 615649 1981022 LEGAL FEES 12993 0 12993 DEFERRED TAX ASSETS -FORM 8990 67184 93313 93313 CONTRIB ADJ FROM FMV TO COST BASIS 2994129 FORTRESS INVESTMENT FUND IV-B 245 245 0 ABRAMS CAPITAL PARTNERS I LP 65137 65137 0 DRAWBRIDGE LONG DATED VALUE FD 45124 45124 0 NYS DEPT OF LAW 750 0 750 GLENMEDE MNGMT FEES 74946 74946 0 UBS MNGMT FEES - 67637 4193 4193 0 UBS MNGMT FEES - 66040 4135 4135 0 OTHER N/D PASS THRU EXPENSES 1276 0 0 BRIDGE DEBT STRAGETIES FUND IV INTERNATIONAL LP 6744 6744 0 FORTRESS INVESTMENT FUND IV CO 1051 1051 0 GCP CAPITAL PARTNERS V-A, LP 83171 83171 0 PLAINS ALL AMERICAN PIPELINE LP 1195 1195 ENERGY TRANSFER LP 18176 -2540 18176 ABRAMS CAPITAL PARTNERS I, L.P. -6923 10346 -6923 EXCISE TAX REFUND - 990PF 44610 44610 EXCISE TAX REFUND - CT13 250 250 STATE REFUNDS/OPA 95 95 NONDIVIDEND DISTRIBUTIONS 4880 4880 GCP CAPITAL PARTNERS V-A LP - OUTSIDE FUND EXP -27232 0 -27232 DRAWBRIDGE LONG DATED VALUE FUND III (B), LP 2029 2029 2029 ROBERT H NIEHAUS 770 PARK AVENUE NEW YORK NY 10021 KATE S NIEHAUS 770 PARK AVENUE NEW YORK NY 10021 IRS 2023 990PF OPA TO 2024 44610 0 0 FOREIGN TAXES 11733 11733 0 CT-13 2023 OPA TO 2024 250 0 0 NR STATE EXCISE TAX PAYMENTS 312 0 0 990 PF TAX PAYMENTS PAID 60000 0 0 NR STATE OPA 95 0 0