2025-02-10T15:33:08-06:00 2024-06-30 812276003 HERTZ HERSON CPA LLP 575 LEXINGTON AVENUE NEW YORK NY 10022 990PF 2023-07-01 136094013 EDNA & MONROE C GUTMAN FOUNDATION INC EDNA 2126867160 575 LEXINGTON AVENUE 34TH FL NEW YORK NY 10022 BRIAN J GLOZNEK TREASURER 2126867160 2025-02-10 1 0 BRIAN J GLOZNEK P00106849 2126867160 2023 2025-03-06 01:10:19Z X X 9443638 X X 14291 14291 252092 252092 18569 36140 18569 284952 284952 0 0 0 0 0 14444 7222 0 7222 44100 44100 0 0 19976 8678 0 0 4572 4197 0 375 83092 64197 0 7597 422000 422000 505092 64197 0 429597 -220140 220755 0 452235 322034 322034 147744 74073 74661 2861217 2844949 9046943 3461196 3241056 9443638 0 0 X 0 0 0 0 3461196 3241056 3461196 3241056 3461196 3241056 3461196 -220140 0 3241056 0 3241056 1116.5808 SHS VIATRIS INC P 2008-09-23 2024-03-12 13309 8630 4679 4679 684.4191 SHS VIATRIS INC P 2009-10-16 2024-03-12 8158 5092 3066 3066 168 UTS BROOKFIELD BUSINESS PTNRS P 2016-06-20 2023-11-16 2613 3849 -1236 -1236 CAPITAL GAINS DIVIDENDS P 12060 12060 12060 18569 3068 0 3068 0 3068 9120 0 0 0 9120 0 6052 6052 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A HERTZ HERSON CPA LLP 2126867160 575 MADISON AVENUE 34TH FL NEW YORK NY 10022 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET S NATHAN 575 LEXINGTON AVENUE 34TH FL NEW YORK NY 10022 PRESIDENT & SECRETARY 0.00 0 0 0 ROBERT NATHAN 575 LEXINGTON AVENUE 34TH FL NEW YORK NY 10022 VICE PRESIDENT 0.00 0 0 0 BRIAN GLOZNEK 575 LEXINGTON AVENUE 34TH FL NEW YORK NY 10022 TREASURER 0.00 0 0 0 NONE 0 NONE 0 0 8664664 358925 0 9023589 0 0 9023589 135354 8888235 444412 444412 3068 3068 441344 0 441344 0 441344 429597 0 429597 441344 423741 0 0 429597 423741 0 0 5856 0 0 0 0 0 0 0 0 435488 0 0 0 ROBERT NATHAN X CSNK2A1 FOUNDATION 1929 VAN NESS AVE SAN FRANCISCO CA 94109 PC GENERAL CHARITABLE PURPOSES 20000 DAIRY ARTS CENTER 2590 WALNUT STREET BOULDER CO 80302 PC GENERAL CHARITABLE PURPOSES 5000 DARTMOUTH COLLEGE NANCY POMPIAN MEMORIAL FUND 6066 DEVELOPMENT OFFICE HANOVER NH 07355 PC NANCY POMPIAN MEMORIAL FUND 20000 EMELIN THEATRE PO BOX 736 MAMARONECK NY 10543 PC GENERAL CHARITABLE PURPOSES 5000 HARVARD UNIVERSITY GRADUATE SCHOOL OF EDUCATION 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 PC GRADUATE SCHOOL OF EDUCATION GUTMAN LIBRARY 5000 HARVARD UNIVERSITY MONROE C GUTMAN SCHOLARSHIP 124 MOUNT AUBURN STREET CAMBRIDGE MA 02138 PC FACULTY OF ARTS & SCIENCES GUTMAN NATIONAL SCHOLARSHIP 5000 MONTEFIORE HOSPITAL & MEDICAL CENTER 111 E 210TH ST BRONX NY 10467 PC UNRESTRICTED GENERAL PURPOSES 300000 RIVERDALE COUNTRY SCHOOL 5250 FIELDSTON RD BRONX NY 10471 PC ACADEMIC ENRICHMENT 1000 SCARSDALE VOLUNTEER AMBULANCE CORPS PO BOX 92 SCARSDALE NY 10583 PC GENERAL CHARITABLE PURPOSES 50000 SPRINGSIDE CHESTNUT HILL ACADEMY 500 W WILLOW GROVE AVE PHILADELPHIA PA 19118 PC C.H. NATHAN '30 DISTINGUISHED FACULTY AWARDS AND FUND 5000 THE BEMENT SCHOOL 94 OLD MAIN STREET DEERFIELD MA 01342 PC GENERAL EDUCATIONAL PURPOSES 5000 UNITED HOSPITAL FUND OF NY 1411 BROADWAY 12TH FLOOR NEW YORK NY 10018 PC GENERAL CHARITABLE PURPOSES 1000 422000 0 14 14291 14 252092 14 18 18569 0 284952 0 284952 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 14444 7222 0 7222 299 SHS ACOUSTICA ASSOC INC 897 0 2800 SHS BERKSHIRE HATHAWAY INC CL B 109069 1139040 4000 SHS BP PLC SPONS ADR 42325 144400 6013 SHS BROOKFIELD ASSET MGMT LTD CL A 112656 228795 84 SHS BROOKFIELD BUSINESS CORP CL A 2331 1715 15931 SHS BROOKFIELD CORP CL A 226834 661774 999 SHS BROOKFIELD INFRASTRUCTURE CORP CL A 23548 33626 87 SHS BROOKFIELD ASSET MGMT REINSURANCE 3714 3618 3000 SHS CHEVRON CORP NEW 39535 469260 3100 SHS CHUBB LTD 73842 790748 2000 SHS CONOCOPHILLIPS 100248 228760 2666 SHS DUKE ENERGY CORP 110372 267213 7509 SHS ENBRIDGE INC 99750 267245 5000 SHS EXXON MOBIL CORP 197018 575600 1800 SHS FISERV INC 193724 268272 1999 SHS FOX CORP CL A 81499 68706 1500 SHS GENERAL AEROSPACE 66001 238455 500 SHS GE HEALTHCARE TECHNOLOGIES 21830 38960 375 SHS GE VERNOVA INC 16769 64316 4000 SHS GENERAL MOTORS CO 196640 185840 1000 SHS INTERNATIONAL BUSINESS MACHINES 13088 172950 9000 SHS JEFFERIES FINANCIAL GROUP INC 71497 447840 200 SHS KYNDRYL HOLDINGS INC 574 5262 9000 SHS LUMEN TECHNOLOGIES 138988 9900 4000 SHS MERCK & CO 180670 495200 30000 SHS NATIONAL AUSTRALIA BANK LTD ADR 115810 360000 400 SHS ORGANON & CO 8924 8280 14516 SHS PFIZER INC 248821 406158 196 SHS TRISURA GROUP LTD 282 5935 9120 SHS US BANCORP DEL 28111 362064 1059 SHS VITESSE ENERGY INC 3329 25098 35 SHS WALT DISNEY CO HLDG CO 3831 3475 4375 SHS ANNALY CAPITAL MGMT 142147 83388 2800 SHS EASTGROUP PROPERTIES 27631 476280 9000 SHS RAYONIER INC 109709 261810 9000 UTS BROOKFIELD INFRASTRUCTURE PTNRS 32935 246960 74073 74661 0 0 NYS FILING FEE 250 0 0 250 STATUTORY ADVERTISEMENT 125 0 0 125 ADR FEES 680 680 0 0 INVESTMENT EXPENSE FROM PASS-THROUGHS 3517 3517 0 0 INVESTMENT MANAGEMENT FEES 44100 44100 0 0 FOREIGN TAX WITHHELD 8678 8678 0 0 US EXCISE TAX ON NET INVESTMENT INCOME 11298 0 0 0