2025-10-15T13:16:04-05:00 2024-11-30 861065772 DELOITTE TAX LLP 50 SOUTH SIXTH STREET MINNEAPOLIS MN 554021844 990PF 2023-12-01 133928587 PERRY & DONNA GOLKIN FAMILY FOUNDATION C/O KALIBER & COMPANY PERR 2122719933 1350 6TH AVE 31ST FL NEW YORK NY 10019 PERRY GOLKIN TRUSTEE 2122719933 2025-10-15 1 0 KRISTINA RASMUSSEN P00143920 6123974000 2023 2025-03-06 01:10:19Z X 48098522 X 4767335 225701 225701 528986 528986 3287877 5243603 4639485 8809899 5394172 0 0 0 47965 34000 13965 1860 1860 0 79026 29026 0 930 180 750 129781 65066 14715 2178050 2178050 2307831 65066 2192765 6502068 5329106 5502991 4131788 4131788 0 195593 197706 17879339 25557017 43769028 23382330 29884398 48098522 0 0 X 23382330 29884398 0 0 0 0 23382330 29884398 23382330 29884398 23382330 6502068 0 29884398 0 29884398 PUBLICLY TRADED SECURITIES P 5243603 604118 4639485 4639485 4639485 74075 0 74075 0 74075 54981 0 50000 0 104981 X 0 30906 30906 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A PERRY GOLKIN CO KALIBER COMPANY 2122719933 1350 6TH AVE 31ST FL NEW YORK NY 10019 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DONNA GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31ST FLOOR NEW YORK NY 10019 TRUSTEE 0.10 0 0 0 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31ST FLOOR NEW YORK NY 10019 TRUSTEE 0.10 0 0 0 GREGORY W GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31ST FLOOR NEW YORK NY 10019 TRUSTEE 0.10 0 0 0 DORIE C GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31ST FLOOR NEW YORK NY 10019 TRUSTEE 0.10 0 0 0 DAVID L GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31ST FLOOR NEW YORK NY 10019 TRUSTEE 0.10 0 0 0 NONE 0 NONE 0 0 35971617 5095740 0 41067357 0 0 41067357 616010 40451347 2022567 2022567 74075 74075 1948492 0 1948492 0 1948492 2192765 0 2192765 1948492 0 0 442236 159205 118830 720271 2192765 0 0 0 1948492 244273 0 0 964544 0 0 0 0 0 0 442236 522308 159205 118830 244273 PERRY GOLKIN X ACHILLES INTERNATIONAL 315 WEST 39TH STREET NEW YORK NY 10018 PC GENERAL PURPOSE 300000 CARNEGIE HILL NEIGHBORS 1326 MADISON AVENUE NEW YORK NY 10128 PC GENERAL PURPOSE 5000 CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 PC GENERAL PURPOSE 250000 COLGATE UNIVERSITY 13 OAK DRIVE HAMILTON NY 13346 PC GENERAL PURPOSE 350000 COMMON GOOD 222 EAST 46TH STREET SUITE 401 NEW YORK NY 10017 PC GENERAL PURPOSE 75000 CROSSROADS COMMUNITY SERVICES 325 PARK AVE NEW YORK NY 10022 PC GENERAL PURPOSE 25000 DONORSCHOOSEORG 134 WEST 37TH STREET 11TH FL NEW YORK NY 10018 PC GENERAL PURPOSE 250000 FISHER HOUSE FOUNDATION INC 12300 TWINBROOK PARKWAY ROCKVILLE MD 20852 PC GENERAL PURPOSE 15000 FRIENDS OF THE UPPER EAST SIDE 966 LEXINGTON AVENUE 3E NEW YORK NY 10021 PC GENERAL PURPOSE 1000 GIRLS WHO INVEST INC 142 WEST 57TH STREET 11TH FLOOR NEW YORK NY 10019 PC GENERAL PURPOSE 100000 GARY SINISE FOUNDATION PO BOX 40726 NASHVILLE TN 37204 PC GENERAL PURPOSE 100000 GREENWICH LAND TRUST 370 ROUND HILL ROAD GREENWICH CT 06831 PC GENERAL PURPOSE 250 GREENWICH PROFESSIONAL FIREFIGHTERS 166 PINE CREEK AVE FAIRFIELD CT 06824 PC GENERAL PURPOSE 1000 HOT BREAD KITCHEN LTD 75 9TH AVE SUITE 0610 NEW YORK NY 10011 PC GENERAL PURPOSE 5000 INNER CITY SCHOLARSHIP FUND 1011 FIRST AVENUE SUITE 1800 NEW YORK NY 10022 PC GENERAL PURPOSE 18300 JAZZ AT LINCOLN CENTER 3 COLUMBUS CIRCLE NEW YORK NY 10019 PC GENERAL PURPOSE 121750 MUSEUM OF THE CITY OF NEW YORK 1220 5TH AVE NEW YORK NY 10029 PC GENERAL PURPOSE 1250 NATIONAL MUSEUM OF THE MIGHTY EIGHTH AIR FORCE 175 BOURNE AVE POOLER GA 31322 PC GENERAL PURPOSE 1750 NEW PROFIT INC 99 BEDFORD STREET 500 BOSTON MA 02111 PC GENERAL PURPOSE 5000 NYC PARTNERSHIP FOUNDATION ONE BATTERY PARK PLAZA 5TH FL NEW YORK NY 10004 PC GENERAL PURPOSE 1000 NEW YORK COMMON PANTRY 8 EAST 109TH STREET NEW YORK NY 10029 PC GENERAL PURPOSE 1000 OUR MILITARY KIDS 2911 HUNTER MILL ROAD 203 OAKTON VA 22124 PC GENERAL PURPOSE 10000 PENN CAREY LAW - EQUAL JUSTICE FOUNDATION 3501 SANSOM STREET PHILADELPHIA PA 19104 PC GENERAL PURPOSE 4000 PRINCETON UNIVERSITY PARENTS FUND 100 OVERLOOK CENTER SUITE 300 PRINCETON NJ 08540 PC GENERAL PURPOSE 10000 RIVERDALE COUNTRY SCHOOL 5250 FIELDSTON ROAD BRONX NY 10471 PC GENERAL PURPOSE 10000 SEARCH AND CARE 1844 2ND AVE NEW YORK NY 10128 PC GENERAL PURPOSE 500 ST BERNARD'S SCHOOL 4 EAST 98TH STREET NEW YORK NY 10029 PC GENERAL PURPOSE 10000 TEAM UP PHILLY 111 FORREST AVENUE 3RD FLOOR NARBERTH PA 19072 PC GENERAL PURPOSE 250 THE BETTER ANGELS SOCIETY 5185 MACARTHUR BLVD 570 WASHINGTON DC 20016 PC GENERAL PURPOSE 250000 THE FUND FOR PARK AVE 445 PARK AVENUE 9TH FLOOR NEW YORK NY 10022 PC GENERAL PURPOSE 250 THE MARINE TOYS FOR TOTS FOUNDATION 18251 QUANTICO GATEWAY DRIVE TRIANGLE VA 22172 PC GENERAL PURPOSE 5000 THE SPENCE SCHOOL 22 EAST 91ST STREET NEW YORK NY 10128 PC GENERAL PURPOSE 2500 TRINITY SCHOOL 139 WEST 91ST STREET NEW YORK NY 10024 PC GENERAL PURPOSE 3000 THE TRUSTEES OF THE UNIVERSITY PENNSYLVANIA 3501 SANSOM STREET PHILADELPHIA PA 19104 PC GENERAL PURPOSE 165000 UNIFORMED FIREFIGHTERS ASSOCIATION 204 E 23RD ST NEW YORK NY 10010 PC GENERAL PURPOSE 5000 VENTURE FOR AMERICA INC 307 7TH AVENUE SUITE 1201 NEW YORK NY 10001 PC GENERAL PURPOSE 70000 WASHINGTON HEIGHTS COMMUNITY CHOIR 715 W 179TH ST NEW YORK NY 10033 PC GENERAL PURPOSE 250 WILLIAMS COLLEGE PARENTS FUND 75 PARK STREET WILLIAMSTOWN MA 01267 PC GENERAL PURPOSE 5000 2178050 0 14 225701 14 528986 18 3287877 0 4042564 0 4042564 0 0 0 0 0 0 0 0 0 0 X X 1 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10105 24115 X 2 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 48143 X 3 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 88899 X 4 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 30041 X 5 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 27205 X 6 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 68670 X 7 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 20937 X 8 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 21345 X 9 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 31074 X 10 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 694958 X 11 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 675075 X 12 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 290380 X 13 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 106755 X 14 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 88518 X 15 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 151220 X 16 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 355474 X 17 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 29512 X 18 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 25984 X 19 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 33827 X 20 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 30865 X 21 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 221245 X 22 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 87522 X 23 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 388961 X 24 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 524635 X 25 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 371490 X 26 PERRY GOLKIN C/O KALIBER COMPANY 1350 6TH AVE 31 NEW YORK NY 10019 330485 X 1 40 SHARES OF ADOBE INC 24115 2023-12-20 2 302 SHARES OF APPLIED MATERIALS INC 48143 2023-12-20 3 79 SHARES OF BROADCOM INC. 88899 2023-12-20 4 45 SHARES OF COSTCO WHOLESALE CORP 30041 2023-12-20 5 55 SHARES OF NETFLIX INC 27205 2023-12-20 6 140 SHARES OF NVIDIA CORPORATION 68670 2023-12-20 7 91 SHARES OF PIONEER NATURAL GAS 20937 2023-12-20 8 247 SHARES OF TARGA RESOURCE CORP 21345 2023-12-20 9 120 SHARES OF VISA INC. 31074 2023-12-20 10 3541 SHARES OF APPLE INC. 694958 2023-12-20 11 3,000 SHARES OF THE TECHNOLOGY SELECT SECTOR SPDR FUND 675075 2024-08-21 12 500 SHARES OF VANGUARD INFORMATION TECHNOLOGY INDEX 290380 2024-08-21 13 640 SHARES OF ALPHABET INC. CLASS C 106755 2024-08-23 14 93 SHARES OF ELI LILLY & CO 88518 2024-08-23 15 284 SHARES OF META PLATFORMS INC CL A 151220 2024-08-23 16 2790 SHARES OF NVIDIA CORPORATION 355474 2024-08-23 17 50 SHARES OF PARKER-HANNIFIN CORP. 29512 2024-08-23 18 96 SHARES OF QUANTA SERVICES INC 25984 2024-08-23 19 171 SHARES OF T-MOBILE US, INC. 33827 2024-08-23 20 42 SHARES OF UNITED RENTALS INC 30865 2024-08-23 21 1,000 SHARES OF THE CONSUMER DISCRETIONARY SELECT SECTOR 'SPDR' FUND 221245 2024-11-25 22 603 SHARES OF DELL TECHNOLOGIES INC. 87522 2024-11-25 23 3,333 SHARES OF HOWMET AEROSPACE INC. 388961 2024-11-25 24 1,000 SHARES OF MASTERCARD INCORPORATED CMN CLASS A 524635 2024-11-25 25 3,000 SHARES OF SPDR S&P HOMEBUILDERS ETF 371490 2024-11-25 26 1459 SHARES OF APPLE INC 330485 2024-08-21 DELOITTE FEES 13965 0 13965 KFS FEES 34000 34000 0 1006 SHS ABBOTT LABORATORIES CMN 121842 119483 950 SHS ABBVIE INC CMN 99408 173784 40 ADOBE INC 24115 20637 1116 SHS AMGEN INC 220753 315683 20783 SHS ALBEMARLE CORPORATION 1181592 2235327 1040 SHS ALPHABET INC. 143107 177310 900 SHS AMAZON INC. 139199 187101 650 SHS AMERICAN EXPRESS 90935 198042 68950 SHS AMPHENOL CORP 1026624 5009218 15320 SHS AMPHENOL CORP 500198 1112998 7664 SHS APPLE INC. 1322452 1818897 302 APPLIED MATERIALS 48145 52762 29518 SHS BANK OF AMERICA 323440 1402400 790 BROADCOM INC 88899 128043 45 COSTCO WHOLESALE CORPORATION 30041 43735 6000 SHS COMCAST CORPORATION 202365 259140 603 DELL TECHNOLOGIES INC 87522 76937 194 SHS DEXCOM INC. 21817 15130 211 EXXON MOBIL CORPORATION 20937 24890 93 ELI LILLY & CO 88518 73968 22706 SHS FORTIS INC 715566 1014504 21056 SHS FORTIS INC 663580 940782 873 SHS GEORGE WESTON LIMITED 64401 140344 3333 HOWMET AEROSPACE INC 388961 394561 8156 SHS IDEX CORPORATION 288396 1881018 10000 SHS LAM RESEARCH CORP. 443060 738800 30947 SHS LEGRAND HOLDINGS S.A. 1915690 3102825 6470 SHS LOBLAW COMPANIES LIMITED 276423 839768 1000 MASTERCARD INC 524635 532940 284 META PLATFORMS INC 151220 163107 6286 SHS MTU AERO ENGINES HOLDING AG 1278446 2140247 1238 SHS MICROSOFT CORP. 295215 524243 55 NETFLIX INC 27205 48775 7730 SHS NVIDIA CORP. 482119 1068673 132 SHS PALO ALTO NETWORK 19824 51192 727 SHS PACKAGING CORP OF AMERICA 93699 180914 50 PARKER HANNIFIN CORP 29512 35145 13404 SHS PROCTER & GAMBLE COMPANY 1365122 2402801 96 QUANTA SERVICES INC 25984 33074 562 SHS REINSURANCE GROUP 69413 128361 159 SHS SALESFORCE 34054 52468 4028 SHS S&P 500 1936517 2427071 4700 S&P TECHNOLOGY SELECT SECTOR INDEX 1071600 1098531 2,770 S&P INDUSTRIAL SELECT SECTOR INDEX 397512 398852 4,890 S&P UTILITIES SELECT SECTOR INDEX 398144 405528 2,000 S&P HOMEBUILDERS ETF 247660 245780 1,000 S&P HOMEBUILDERS ETF 123830 122890 1000 S&P SELECT SECTOR SPDR TR 221250 222300 4,960 WISDOMTREE US TOTAL DIVIDEND 397719 399429 247 TARGA RESOURCES CORP 21345 50462 495 SHS TESLA 112891 170854 606 SHS TRAVELERS COMPAIES 89773 161220 40 SHS THERMO FISHER SCIENTIFIC 21648 21185 171 T-MOBILE US INC 33827 42227 42 UNITED RENTALS INC 30865 36372 60 SHS UNITEDHEALTH GROUP 31246 36612 655 SHS PARAMOUNT GLOBAL INC (FORMERLY VIACOM INC) 47669 7107 120 VISA INC 31074 37810 1,960 VANGUARD DIVIDEND APPRECIATION 399213 401173 500 VANGUARD INFORMATION TECHNOLOGY INDEX 290380 311125 499 SHS WALT DISNEY 96888 58618 19000 SHS WELLS FARGO & CO. 876090 1447230 5340 SHS WELLS FARGO & CO. 324539 406748 8,830 SHS WILLIS TOWERS WATSON 1329517 2843260 887 SHS WILLIS TOWERS WATSON 86070 285614 FIDELITY GLOBAL DEVELOPED 1003482 1110942 FIDELITY US LARGE/MID CAP 1001834 1160061 195593 197706 0 0 BANK FEES 180 180 0 FILING FEES 750 0 750 ADVISORY FEES 1860 1860 0 FEDERAL TAX EXPENSE 50000 0 0 FOREIGN TAX WITHHELD 29026 29026 0