2026-08-27T10:41:05-05:00 2026-06-30 135600575 MEYER HANDELMAN COMPANY P O BOX 817 PURCHASE NY 105770817 990PF 2025-07-01 136096241 JEROME A AND ESTELLE R NEWMAN ASSISTANCE FUND INC JERO 5162794900 CO MGREENBERG 43 APPLETREE LANE CARLE PLACE NY 11514 MICHAEL GREENBERG TREASURER 5162794900 2026-08-27 1 ELENA LOWENTHAL CPA P01786197 9149394060 2025 2025-03-06 01:10:19Z X 15830271 X X 287350 287350 774967 4993435 774967 1062317 1062317 0 0 0 3100 0 0 110293 110293 0 14575 0 0 8314 7564 750 136282 117857 750 700000 700000 836282 117857 700750 226035 944460 81526 13440 13440 940628 465782 465782 534319 498786 499052 5599576 6205976 12334192 2314716 2512816 2517805 9470765 9696800 15830271 0 0 X 9470765 9696800 0 0 0 0 9470765 9696800 9470765 9696800 9470765 226035 0 9696800 0 9696800 FISERV INC . 105403 125147 -19744 -19744 CHEVRON CORP 122753 112415 10338 10338 ANALOG DEVICES INC. 209696 152106 57590 57590 CATERPILLAR INC. 46319 32078 14241 14241 DANAHER CORP 104000 113616 -9616 -9616 ASML HOLDING 185295 131847 53448 53448 ICU MEDICAL 132461 131344 1117 1117 AON PLC 173691 176552 -2861 -2861 ELI LILLY & CO 102341 73918 28423 28423 EATON CORPORATION 100141 86908 13233 13233 ABBOTT LABORATORIES 135976 121267 14709 14709 ROPER TECHNOLOGIES 114278 154384 -40106 -40106 COCA-COLA CO 47405 41265 6140 6140 WALT DISNEY CO 21060 22887 -1827 -1827 MOTOROLA SOLUTIONS 71670 68441 3229 3229 JP MORGAN CHASE 175035 24668 150367 150367 TJX COMPANIES 58501 26501 32000 32000 COOPER COS 260746 337875 -77129 -77129 AMETEK INC 100423 62246 38177 38177 PROCTER & GAMBLE 161660 124850 36810 36810 UNION PACIFIC CORP 109035 102120 6915 6915 ASTRAZENECA PLC 53812 33704 20108 20108 NEXTERA ENERGY 54186 46707 7479 7479 BANK OF AMERICA 319666 166929 152737 152737 BROADCOM INC 66052 11410 54642 54642 ZOETIS INC CL A 22460 23640 -1180 -1180 US TREAS NOTES 3% 7/15/25 100000 99689 311 311 JP MORGAN PRIME MKT 201501 201521 -20 -20 ORACLE CORP 29837 25796 4041 4041 BOOT ALLEN HAMILTON 23446 26176 -2730 -2730 WESTERN DIGITAL CORP 45993 12982 33011 33011 MARSH COM 53936 14476 39460 39460 STRYKER CORP 31463 5658 25805 25805 US TREAS NOTES 4.25% 10/15/25 100000 100067 -67 -67 CARLISLE COS 11466 8987 2479 2479 SPDR BLOOMBERG 13715 13756 -41 -41 ALPHABET INC 23517 20124 3393 3393 CME GROUP INC 2400 1777 623 623 ABBVIE INC 864 420 444 444 BROADRIDGE FINL. SOL. 55931 15618 40313 40313 ELI LILLY & CO 28461 3258 25203 25203 ENCOMPASS HEALTH CORP 1520 1393 127 127 EVERCORE INC. 12278 4190 8088 8088 HARTFORD INSURANCE GROUP 772 450 322 322 HOME DEPOT INC. 765 162 603 603 JP MORGAN CHASE 616 387 229 229 MONDELEZ INTL 12145 13141 -996 -996 WILLIAMS COS INC. 792 607 185 185 MOTOROLA SOLUTIONS 13974 10625 3349 3349 TAIWAN SEMICONDUCTOR 63236 38688 24548 24548 TJX COS INC 19570 9993 9577 9577 KEURIG DR PEPPER 14810 18983 -4173 -4173 DR HORTON INC 13016 13127 -111 -111 AIR PRODUCTS & CHEM 9149 5490 3659 3659 ANALOG DEVICES INC. 7238 4934 2304 2304 US TREAS NOTES 3.875% 11/15/26 100000 99877 123 123 PROCTER & GAMBLE 11682 10979 703 703 AVERY DENNISON CORP 24244 29809 -5565 -5565 US TREAS NOTES 4.50% 3/31/26 100000 100436 -436 -436 TARGA RESOURCES CORP 16622 7423 9199 9199 META PLATFORM CL A 8475 9989 -1514 -1514 INTUIT INC. 7003 9785 -2782 -2782 FISERV INC. NOTES 126121 125366 755 755 HOME DEPOT NOTES 88572 87770 802 802 UNITED PACIFIC SERV NOTES 88816 88626 190 190 US TREAS NOTES 4.125% 10/31/27 135224 134119 1105 1105 STRYKER CORP NOTES 74991 74965 26 26 WELLS FARGO NOTES 15000 14602 398 398 PEPSICO INC NOTES 75329 75100 229 229 ANALOG DEVICES NOTES 99709 99272 437 437 JP MORGAN CHASE NOTES 50000 48047 1953 1953 AMAZON.COM NOTES 25171 25003 168 168 774967 13128 0 13128 0 13128 10000 0 0 0 10000 X 266 3394 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 1 1 N/A MICHAEL GREENBERG - TREASURER 5162794900 43 APPLETREE LANE CARLE PLACE NY 11514 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM C NEWMAN 39 MAIN STREET NORTHAMPTON MA 01060 DIRECTOR/PRESIDENT 1.00 0 0 0 ANDREW H LEVY 322 CENTRAL PARK WEST NEW YORK NY 10025 DIRECTOR 1.00 0 0 0 MICHAEL GREENBERG 43 APPLETREE LANE CARLE PLACE NY 11514 DIRECTOR/TREASURER/SECRETARY 1.00 0 0 0 VICTORIA WOOLNER SAMUELS 1825 NORTH ORLEANS ST CHICAGO IL 60614 DIRECTOR/VICE-PRESIDENT 1.00 0 0 0 CATHERINE N WOOLNER 53 MOUNTAIN ROAD GILL MA 01354 DIRECTOR 1.00 0 0 0 LEAH A NEWMAN 61 LYMAN ROAD NORTHAMPTON MA 01060 DIRECTOR 1.00 0 0 0 SARAH L SAMUELS 1714 W HURON STREET CHICAGO IL 60622 DIRECTOR 1.00 0 0 0 LUKE RYAN 100 MAIN STREET NORTHAMPTON MA 01060 DIRECTOR 1.00 0 0 0 NONE 0 NEUBERGER BERMAN LLC 1290 AVENUE OF THE AMERICAS NEW YORK NY 10104 INVESTMENT ADVISORY 91805 0 0 14292963 1239087 0 15532050 0 0 15532050 232981 15299069 764953 764953 13128 13128 751825 0 751825 0 751825 700750 0 700750 751825 699063 0 0 700750 699063 0 0 1687 0 0 0 0 0 0 0 0 750138 0 0 0 MICHAEL GREENBERG TREASURER 43 APPLETREE LANE CARLE PLACE NY 11514 5162794900 APPLICATIONS SHOULD BE SUBMITTED IN WRITING, GIVING DESCRIPTION OF ORGANIZATION AND ACTIVITIES CONDUCTED. NONE NONE BENNINGTON COLLEGE ONE COLLEGE DRIVE BENNINGTON VT 05201 NONE PC GENERAL 60000 CHICAGO SINAI CONGREGATION 15 WEST DELAWARE PLACE CHICAGO IL 60610 NONE PC GENERAL 12000 COLUMBIA COLLEGE 622 WEST 113TH STREET NEW YORK NY 10025 NONE PC GENERAL 12000 COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 333 BRIDGE STREET SPINGFIELD MA 01103 NONE PC GENERAL 318600 JUSTWORLD INTERNATIONAL INC 11924 W FOREST HILL BLVD - SUITE 10A-396 WELLINGTON FL 33414 NONE PC GENERAL 60000 LIGHTHOUSE GUILD 250 WEST 64TH STREET NEW YORK NY 10023 NONE PC GENERAL 60000 LONG ISLAND LENDING A HELPING HAND 341 NY-25A ROCKY POINT NY 11778 NONE PC GENERAL 4200 MICHAEL J FOX FOUNDATION GRAND CENTRAL STATION POBOX 4777 NEW YORK NY 10163 NONE PC GENERAL 12000 PUBLIC THEATER 425 LAFAYETTE STREET NEW YORK NY 10003 NONE PC GENERAL 60000 ROOTS OF REFORM JUDAISM PO BOX 498009 CINCINNATI OH 45249 NONE PC GENERAL 25000 THE YARD INC PO BOX 405 CHILMARK MA 02535 NONE PC GENERAL 60000 UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 NONE PC GENERAL 12000 AMERICAN FRIENDS OF RABIN MEDICAL CENTER 636 BROADWAY SUITE 618 NEW YORK NY 10012 NONE PC GENERAL 4200 700000 0 14 287350 18 774967 0 1062317 0 1062317 0 0 0 0 0 0 0 0 0 0 MEYER HANDELMAN COMPANY 3100 0 0 BANK OF AMERICA CORP. 49837 50473 JP MORGAN CHASE 62934 62854 MCDONALDS CORP. 124810 125480 AMAZON.COM INC. 75008 75307 NEXTERA ENERGY 124983 125690 BROADCOM INC. 124834 125699 ORACLE CORP. 123865 124184 AMERICAN EXPRESS CO. 80687 81516 META PLATFORMS INC. 83634 85427 THERMO FISHER SCIENTIFIC 86276 86125 AIR PRODUCTS & CHEMICALS 74304 75260 MARSH MCLENNAN COS. 124934 125220 ASTRAZENECA FINANCE 126284 126275 COMCAST CORP. 126056 126952 BECTON DICKINSON & CO. 125714 126011 HERSHEY CO. 124780 126115 3M CO. 101228 100609 DOMINION ENERGY INC. 14621 14922 MONDELEZ INTL INC. 125611 124474 APPLIED MATERIALS INC. 124750 121970 JOHN DEERE CAPITAL 124041 122899 MERCK & CO 97572 98426 STATE STREET SPDR BLOOMBERG 286053 285917 ABBVIE INC. 25761 75492 ALPHABET INC. CL. A 36186 74333 ANALOG DEVICES INC. 21031 43689 BROADCOM INC. 3562 111436 CARLISLE COS. INC. 19952 29383 CARRIER GLOBAL CORP. 52938 57066 CBOE GLOBAL MARKETS INC. 30077 34459 CHEVRON CORP. 16929 22709 CINTAS CORP. 6366 54085 CME GROUP INC. 8829 9496 CMS ENERGY CORP 28101 32895 ELI LILLY & CO. 9443 106749 ENCOMPASS HEALTH CORP. 42890 41038 EVERCORE INC. 4898 15365 HARTFORD INSURANCE GROUP 29424 53406 HOME DEPOT INC. 7912 34563 HUBBELL INC. 40544 46565 JP MORGAN CHASE & CO 33872 52373 KKR & CO INC. 20063 18998 META PLATFORMS INC. 34171 38867 MONDELEZ INTL INC. 30334 35398 MOTOROLA SOLUTIONS INC. 24865 68938 NEXTERA ENERGY INC. 15178 50556 PARKER HANNIFIN CORP. 38499 51840 PROCTER & GAMBLE CO. 9200 10118 REINSURANCE GROUP OF AMERICA 47916 49973 SEMPRA 20567 33654 SNAP-ON INC. 43694 54324 TARGA RESOURCES CORP. 18867 56578 TJX COMPANIES INC. 27827 63479 TRAVELERS COS. INC. 29761 47867 UNITED HEALTH GROUP INC. 26926 59851 WALMART INC. 24102 30467 WASTE MANAGEMENT INC. 32268 52377 WESTERN DIGITAL CORP. 8990 116247 WILLIAMS COS. INC. 30721 65717 ACCENTURE PLC 10973 12444 TAIWAN SEMICONDUCTOR 55648 136585 ALPHABET INC. CL. C 65907 812659 AMAZON.COM INC. 207314 476680 AMETEK INC. 95193 266134 ANALOG DEVICES INC. 50018 397170 APPLE INC. 30690 578720 ASML HOLDING NV 123873 397888 ASTRAZENECA PLC 67309 132734 BOSTON SCIENTIFIC CORP. 336523 226204 CATERPILLLAR INC. 64155 212980 COCA-COLA CO 149504 243810 DANAHER CORPORATION 204318 266672 WALT DISNEY CO 116731 115500 EATON CORPORATION 77500 117183 ELI LILLY & CO. 83978 149929 EOG RESOURCES INC. 189817 207568 HOME DEPOT INC. 145070 246876 ICU MEDICAL INC. 169319 234560 JP MORGAN CHASE 143374 556461 LINDE PLC 204757 285417 MCDONALDS CORP. 108580 216248 META PLATFORMS INC. 204062 211234 MICROSOFT CORP 168438 801993 NEXTERA ENERGY INC. 190590 263310 NVIDIA CORPORATION 271823 940423 TJX COMPANIES INC. 39509 90900 VISA INC 266766 343090 AMPHENOL CORP 52443 71057 GENERAL ELECTRIC CORP 17112 20555 MICROSOFT CORP 57059 45135 NVIDIA CORP 28149 27812 VICTORY CAPITAL HOLDING 54479 66239 FERRARI NV 32929 29411 LINDE PLC 33362 37364 RB GLOBAL INC. 28541 28763 WELLTOWER INC. 16677 17704 BROADCOM INC. 237144 264425 CHURCH & DWIGHT CO INC 196789 222824 CSX CORP 142330 190120 ECHO STAR CORPORATION 88515 81200 MOTOROLA SOLUTIONS INC. 123862 134969 STRYKER CORP. 321724 322711 APOLLO GLOBAL MGMT INC. 30458 32180 498786 499052 0 0 CUSTODY FEES 7564 7564 0 NYS FILING FEES 750 0 750 INVESTMENT ADVISORY FEES 110293 110293 0 EXCISE TAX ON INVESTMENT INCOME 14575 0 0