2024-11-15T12:32:23-06:00 2023-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 1133 WESTCHESTER AVE SUITE N-328 WHITE PLAINS NY 10604 990PF 2023-01-01 237441901 THE G HAROLD & LEILA Y MATHERS CHARITABLE FOUNDATION GHAR 9142420465 800 WESTCHESTER AVENUE N-503 RYE BROOK NY 105731373 RICHARD A HANDELMAN PRESIDENT 9142420465 2024-11-13 1 1 PASQUA PATTI IENGO P01062266 9149492990 2024-11-13 2023 2024-10-15 13:58:12Z X 363159297 X X 7979328 7979328 10120545 11947426 10120545 5391388 5391388 23491261 23491261 935000 0 895000 72832 0 72832 453 0 453 35248 0 35248 989161 989161 0 346202 30930 0 4968 0 49810 0 49810 1320855 1215237 105618 3754529 2235328 1158961 12541325 16465249 16295854 2235328 17624210 7195407 21255933 928513 775456 775456 2536603 6698146 6698146 429747 496712 429747 429747 0 998644 1004688 64059604 63490249 323818423 500000 0 0 5107743 371912 4715744 4735831 5518711 22762316 22348580 24458223 174513 165894 13587 8619 8619 409377 447284 447284 96422456 99932556 363159297 96794 329726 22520191 18596267 22616985 18925993 X 0 0 0 0 73805471 81006563 73805471 81006563 96422456 99932556 73805471 7195407 5685 81006563 0 81006563 PUBLICLY TRADED SECURITIES 11947426 826881 11120545 11120545 9154SH PROOF DIAGNOSTICS - BANKRUPT P 2020-11-18 2023-08-01 1000000 -1000000 -1000000 10120545 295457 0 295457 0 295457 151381 0 350000 0 501381 X 6160 199764 199764 0 0 0 0 0 0 0 0 0 0 0 1 1 NY TX 1 0 0 0 0 1 MATHERSFOUNDATION.ORG ZACHARY S HANDELMAN 9142420465 800 WESTCHESTER AVENUE N-503 RYE BROOK NY 105731373 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID BOYLE 800 WESTCHESTER AVE RYE BROOK NY 10573 SEC/DIR 2.00 50000 0 0 RICHARD HANDELMAN 800 WESTCHESTER AVE RYE BROOK NY 10573 PRES/DIR 4.00 50000 0 0 JUDY HERMAN 800 WESTCHESTER AVE RYE BROOK NY 10573 DIRECTOR 2.00 50000 0 0 PETER GOTTLIEB 800 WESTCHESTER AVE RYE BROOK NY 10573 DIRECTOR 2.00 50000 0 0 HOWARD CHESTER 800 WESTCHESTER AVE RYE BROOK NY 10573 DIRECTOR/EXECUTIVE DIRECTOR 40.00 475000 26400 0 ZACHARY HANDELMAN 800 WESTCHESTER AVE RYE BROOK NY 10573 TREASURER/VP/DIR OF OPERATIONS 30.00 220000 16800 0 DONALD HANDLEMEN 800 WESTCHESTER AVE RYE BROOK NY 10573 DIRECTOR 2.00 40000 0 0 NONE 0 MEYER HANDELMAN COMPANY PO BOX 817 PURCHASE NY 105770817 INVESTMENT ADVISOR 969893 0 0 309606369 7391382 31780600 348778351 0 0 348778351 5231675 343546676 17177334 17177334 295457 295457 16881877 5685 16887562 0 16887562 17624210 0 17624210 16887562 0 0 1042010 964393 81085 1120856 3208344 17624210 0 0 0 16887562 736648 0 0 3944992 0 0 0 0 0 0 1042010 2902982 964393 81085 1120856 736648 ZACHARY S HANDELMAN DIR-OPERATIONS 800 WESTCHESTER AVENUE STE N-503 RYE BROOK NY 105731373 9142420465 THERE IS A FORMAL 2 STEP APPLICATION PROCESS THAT MUST BE SUBMITTED THROUGH THE MATHERS FOUNDATION'S ONLINE PORTAL. REFER TO MATHERSFOUNDATION.ORG FOR DETAILS. GRANT APPLICATIONS ARE REVIEWED ON A TRIMESTER BASIS. REFER TO MATHERSFOUNDATION.ORG FOR DETAILS. THE FOUNDATION MAKE GRANTS ONLY TO ORGANIZATIONS HAVING TAX EXEMPT STATUS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TO THOSE THAT ARE NOT PRIVATE FOUNDATIONS WITHING THE MEANING OF SECTION 509(A), OR IN THE ABSENCE OF SUCH A DETERMINATION, TO A STATE OR ANY POLITICAL SUBDIVISION THEREOF WITHIN THE MEANING OF SEC 170(C)(1), OR A STATE COLLEGE OR UNIVERSITY. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS. THE FOUNDATION RARELY PROVIDES GRANTS FOR PERIODS LONGER THAN THREE YEARS. ALBERT EINSTEIN COLLEGE OF MEDICINE 1300 MORRIS PARK AVE BRONX NY 10461 PC RESEARCH PROJECT 180000 BETH ISRAEL DEACONESS MEDICAL CENTER 302 E 38TH ST NEW YORK NY 10016 PC RESEARCH PROJECT 229891 BOSTON COLLEGE 140 COMMONWEALTH AVE CHESTNUT HILL MA 02467 PC RESEARCH PROJECT 10220 BRANDEIS UNIVERSITY 415 SOUTH ST WALTHAM MA 02453 PC RESEARCH PROJECT 227266 CALIFORNIA INSTITUTE OF TECHNOLOGY PO BOX 102963 PASADENA CA 91189 PC RESEARCH PROJECT 221710 CALIFORNIA INSTITUTE OF TECHNOLOGY PO BOX 102963 PASADENA CA 91189 PC RESEARCH PROJECT 516475 CAPROCK CULTURAL ASSOCIATION 109 N AVENUE N POST TX 79356 PC GENERAL PURPOSE 5000 CARNEGIE INSTITUTION 5251 BROAS BRANCH RD NW WASHINGTON DC 20015 PC RESEARCH PROJECT 134686 CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) 401 PARK DRIVE BOSTON MA 02215 PC RESEARCH PROJECT 726302 CHILDREN'S HOSPITAL CORP (BOSTON CHILDREN'S HOSPITAL) 401 PARK DRIVE BOSTON MA 02215 PC RESEARCH PROJECT 454124 CLEVELAND CLINIC FOUNDATION 900 EUCLID AVE CLEVELAND OH 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35248 0 35248 STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIRED PAGE 5, PART VII-B, LINE 1A(3) INVESTMENT ADVISORY SERVICES ARE PROVIDED BY MEYER HANDELMAN COMPANY LLC, SOME OF WHOSE MEMBERS ARE DIRECTORS OF THE FOUNDATION. THE EXCEPTIONS TO THE REGULATIONS AGAINST SELF-DEALING ARE MET BECAUSE IT IS FOR PERSONAL SERVICES WHICH ARE REASONABLE AND NECESSARY TO CARRYING OUT THE EXEMPT PURPOSE OF THE FOUNDATION. 3M COMPANY (30000 SH) 292911 3279600 AIR PRODUCTS & CHEMICALS INC (10,000) 709015 2738000 ALLSTATE CORP (38000 SH) 302791 5319240 ALPHABET INC (27000 SH) 2483196 4227900 AMGEN INC (25000 SH) 1730709 7200500 APPLE INC (85000 SH) 1485440 16365050 AUTOMATIC DATA PROCESSING (36000 SH) 1095795 8386920 BAXTER INTL INC (48076 SH) 174584 1858618 BRISTOL MYERS SQUIBB CO (70000 SH) 267955 3591700 CATERPILLAR INC (30000 SH) 123918 8870100 CITIGROUP (25,000 SH) 1302012 1286000 COLGATE PALMOLIVE CORP (72000 SH) 503700 5739120 CONAGRA FOODS INC (80000 SH) 1415456 2292800 CORNING INC (120000) 782318 3654000 DEVON ENERGY CORP (53000 SH) 2362650 2400900 DOW INC (45000 SH) 665159 2467800 DUKE ENERGY (30000 SH) 1432874 2911200 DUPONT DE NEMOURS INC (40000 SH) 618819 3077200 ELUCIDA ONCOLOGY, INC. (5522829 SH) 1500000 1500000 EMERSON ELECTRIC CO (48000 SH) 1287420 4671840 ENBRIDGE INC (78720 SH) 1631346 2835494 ENTERGY CORPORATION (33000SH) 207490 3339270 FREEPORT-MCMORAN INC (93661 SH) 2163594 3987149 GILEAD SCIENCES INC (65000 SH) 1359539 5265650 GILGAMESH PHARMACEUTICALS, INC. (108287) 999997 999997 HALLIBURTON CO (90000 SH) 905108 3253500 HOME DEPOT INC (35000 SH) 1028207 12129250 HONEYWELL INTL INC (54800 SH) 297614 11492108 IBM CORPORATION (25000 SH) 447567 4088750 ILLINOIS TOOL WORKS INC (35000 SH) 1670610 9167900 INGERSOLL RAND PAPER (62650 SH) 196540 4845351 INTEL CORP (100000 SH) 2326134 5025000 INTERNATIONAL PAPER CO (65000 SH) 1191843 2349750 JOHNSON CONTROLS INTL (50000 SH) 953432 2882000 KELLANOVA (92000 SH) 290457 5143720 KIMBERLY CLARK CORP (52,200 SH) 152667 6342822 LAMB WESTON HLDGS INC (30000 SH) 563173 3242700 MARATHON OIL CORP (110000 SH) 760008 2657600 MARATHON PETROLEUM (71000 SH) 268551 10533560 MCDONALDS CORP (21000 SH) 1165004 6226710 MCKESSON CORP (21000 SH) 198574 9722580 MEDTRONIC INC (36000 SH) 2722242 2965680 MERCK & CO INC (70000 SH) 144568 7631400 MICROSOFT CORP (60000 SH) 1488550 22562400 NEWMONT MINING CORP (60000 SH) 1127709 2483400 NEXTERA ENERGY INC (138900 SH) 375234 8436786 OTIS WORLDWIDE (20000 SH) 878052 1789400 PEPSICO INC (22000 SH) 1501603 3736480 PFIZER INC (195000 SH) 1269170 5614050 PROCTER & GAMBLE CO (67000 SH) 220858 9818180 QUALCOMM INC (44000 SH) 2870857 6363720 RTX CORP (30000 SH) 1249308 2524200 STANLEY BLACK & DECKER INC (31875 SH) 628730 3126938 STARBUCKS CORP (35000 SH) 1964535 3360350 SYSCO CORP (90000 SH) 588798 6581700 TE CONNECTIVITY LTD (30066 SH) 641048 4505273 TRANE TECHNOLOGIES PLC (51800 SH) 494472 12634020 VERIZON COMMUNICATIONS (107422 SH) 1111319 4049809 WALGREENS BOOTS ALLIANCE (47000 SH) 3062122 1227170 WALMART STORES INC (32000 SH) 1676833 5044800 WK KELLOGG CO (23000 SH) 18606 302220 GENERAL ELECTRIC CO (13250 SH) 141458 1691098 998644 1004688 0 0 TEXAS REAL ESTATE INVESTMENTS 5107743 371912 4735831 5518711 LYNN COUNTY ROYALTY PROPERTY AT COST 419000 0 OIL & GAS PROPERTIES AT COST 21929580 24458223 EQUIPMENT 105509 102416 3093 3093 FURNITURE & FIXTURES 23491 23491 0 SOFTWARE 30513 30513 0 LEASEHOLD IMPROVEMENTS 15000 9474 5526 5526 GENERAL GOVERNANCE AND COUNSEL 453 0 453 ACCRUED INTEREST/DIVIDENDS 383490 425473 425473 PREPAID EXPENSES 22092 18016 18016 SECURITY DEPOSIT 3795 3795 3795 BANK CHARGES 629 0 629 COMPUTER EXPENSES 31656 0 31656 FARM RENT CROP PROCEEDS INVESTMENT EXPENSES 25476 25476 0 INSURANCE 58665 0 58665 OFFICE EXPENSES 10204 0 10204 OIL & GAS INVESTMENT EXPENSES 1178122 1178122 0 PASTURE RENT INVESTMENT EXPENSES 11639 11639 0 UTILITIES 2964 0 2964 NYS FILING FEES 1500 0 1500 OIL & GAS ROYALTIES - TEXAS 5169725 5169725 5169725 OIL & GAS ROYALTIES 77229 77229 77229 LEASE RENTAL - OIL & GAS 100 100 100 SALE OF WATER 5507 5507 5507 FARM RENT CROP PROCEEDS 87063 87063 87063 PASTURE RENTALS 13149 13149 13149 PASTURE RENTALS - OIL & GAS 26616 26616 26616 PASTURE RENT - DAMAGE PROCEEDS 8301 8301 8301 OTHER INCOME 3698 3698 3698 RETURNED GRANT FUNDS 5685 INVESTMENT ADVISORY FEES 969893 969893 0 CUSTODIAN FEES 19268 19268 0 FOREIGN TAXES ON INVESTMENT INCOME 30930 30930 0 NET INVESTMENT INCOME TAX 315272 0 0